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Home My WebLink About03-13-08 Will PETITION FOR PROBATE and GRANT OF LETTERS TESTAMENTARY Estate of FREDERIC P. BONAN. JR. No. ~ \ O~ G;)":1 also known as To: FREDERIC P. BONAN. JR. Social Security Number 217-24-2883 , Deceased. Register of Wills for the County of CUMBERLAND Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), is/are 18 years of age or older and the Personal Representative(s) named in the will of above decedent, dated and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor. etc.) Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his/her last family or principal residence at 1 LONGSDORF WAY #45. CARLISLE. PA 17015 (list street, number and zip code) Decedent, then 79 years of age, died FEBRUARY 29 at 1 LONGSDORF WAY. CARLISLE. PA Except as follows, decedent did not marry; was not divorced; did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated an incompetent; Decedent at death owned property with estimated values as follows: (If domiciled in P A) Personal property (Ifnot domiciled in PAY Personal propertY in Pennsylvania - 'a:nd Personal property in Cumberland County ,2008 $ $ $ $ 525.000.00 t...;} ,"-'~,....-.... WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) prese9~'-herewarand the grant of letters TESTAMENTARY , :~ ntOereon. C) ~;~ :,~ ') ,., ~>~ :~~ r --J c::'~" =: = Value of real estate in Pennsylvania situate as follows: -1'" :;;;: -:T'! (testamentary, administration, c.t.a., administration d.b.n.c.t.a.) (J1 + -~!G'<;:~"'W b. ~(~ JOSEPHI E GRIGGS .!) 239 GRAHAM STREET CARLISLE PA 17013 -;;;- or '-' c: <1) :-9,-... on on <1)~ 0:: ~ "0 g c: .- ~ .~ ~~ ~o.. ~"'"' :::l C 'i;j c: 01) Vi 10-21 (Rev. 1/00) OATH OF PERSONAL REPRESENTATIVES 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 above decedent petitioner(s} will well and truly administer the estate acco~g to lar. -: L~ ::- Sworn to or affirmed and subscribed ~ "'I ~VIA W "1:; . 0Vl, (. p ~ I ?. --r 1) '{ efore me this ...J dOJ!.... oj 0..J G ~ COMMONWEALTH OF PENNSYL VANIA COUNTY OF CUMBERLAND Deputy Register } SS (/J dO' ::3 ~ c: ~ .!t ~ ~ \ 0 ~ o;)..Tl No. _ n .;:;; 0 . " :::D ,,;-c; !~~ ;-........) C:.J ~ = )..:;~ ::0 also known as Estate of FREDERIC P. BONAN. JR. , Deceased ) (-.., ,:........:., ::-< ":d T t :J::,. ~ --- w co DECREE OF PROBATE AND GRANT OF LETTERS TESTAMENTARY <J1 ..r:- ffiCLr ch l s. AND NOW, proof having been presented befor dated described therein be admitted to pro ate and filed of record as the last will and codicil(s) of the above named decedent and Letters TESTAMENTARY are hereby granted to JOSEPHINE GRIGGS J.B:Jg , in consideration of the petition on the reverse side satisfactory e. IT IS DECREED that the instru nt(s) ,:;2..0 06 ' Probate ..............................5;)S~&P............ $ Short Certificate(s).........................(e............... $ R'enI1RSiati9R(s) ...... ..<.-.~,.~.............. ................. $ Inv~R.tery....................:......."j..cj;'{..'if..Tj. $ Judicial Computer ProJect...................~... $ Inheritance Tax ................................................. $ Pleadings and Papers ........................................ $ Affidavit(s) ....................................................... $ Tax.................................................................... $ TOTAL ................... $ Filed <floQ cJlf i~- ~1M~ Uk "R'S MARK A. MATEY A, ESQUIRE 78931 Jes- ATTORNEY (Sup. Ct.I.D. No.) P.O. BOX 127 BOILING SPRINGS PA 17007 ADDRESS 5/'1 717-241-6500 TELEPHONE NUMBER A.D._ J 0-2/ (Reverse) (Rev. //00) fun:, ,,(1'\ 1<[:\' \\1]f\)"') LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate. $6.00 Certification Number \,\,'III~~(1"'iirpi~~--____ ""\~~cJA\. t~..!I" '.~>. ~~! ..c. .. \'P~ ~ C)! .. ..:al' - I!:~ ~ WI ~-,rd'. .' ...".:t:..~ ~ *, .... '"'' '. ,'I *, \.::2,.\ . '~'" . I...~ \. ~)... /..t;S "" ~ .:f-?~_"""/-\\-'r .... "".,., IMEN1 \\\ "1,1" "'''''''/////OHIIJIII1111 This is to certify that the information here given 1 correctly copied from an original Certificate of Deat duly filed with me as Local Registrar. The origim certificate will be forwarded to the State Vit;: Records Office for permanent filing. P 14394202 L~'] ~:~"~~~!e [,,~}OO[ C) ,:::.0 .:Co :': :~ ~~n w life.Dooots\ate Teacher Pubf:r~B~~ . 16~r'~mF-p:e'-~_,_,Z;Pcodel !Ufofi~sagrfVWg~,lig~5 Carlisle, PA 17015 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH (See instructions and examples on reverse) c.n u' Hl05-143 REV 1112006 TYPE I PRINT IN PEflMANENT BLACK INK Frederic P. Bonan, Jr. 6. Dale of Birth (Month, day, year) dv~bu J.I..> tt oOthe'oSpecify, 10. Race: American Indian, Black, While, etc. (SpocifyI White Bb. County of Death / j. Cumberland 12. Was Decedent ever in the U.S. Armed Forces? DYes I!lNo 14. MarItal Status; Married, Never Married, W_,ONorted(SpocifyI Widowed Decedent's ActU8l~17a.Sta\e 17b. County Cumberland 17'.l:xIyes,__o S Middleton 17d.oNo,_""""""" AcluaIUmilsof Twp. 18. Falher's Name (Firs~ middle, last, suffix' City/Bow Frederic P. Bonan, Sr. 19. MoIhe<"NameIFrlSl,m_,mak1en.umsmel Lillian Mezger 2Oa. Informant's Name (Type I Print) Josephine Griggs "'lj~lj'e~'Ft=esgr~ o:v / eEir"r~'I'iJ, PAl 7013 . .. ;}..oo7f ~ OJ [!l ~ o w " ;! "ce."'~,"~' 1d.1114,IIIOI ( Disposition Permil No. 0 I Apfproximalelnlervtll: : Onset 10 Death , i 7--, '{f'C , , , I , , , I , \ (d,~ fY&{C~~ 28. Did Tobacco Use Coolribufe to Death? DYes DProllal>Oy ~ 0""""'"" 29. If Female: o NolPregnanlwilhinpaslyear oP~t'IIime~""th o NotPi'\lll8l1t,butpceglontwilhin42dl1ys of""th o Not~,but~43dllys101yea, boIIo<edMlh o Unknown if pregnant within !he pas! year 32t. Place of l~ury: l-Ioma, Farm, Street. Factory, ()ffi<eB"",ng,"'.r_1 Part II; Enter other simifIcant conditions con.lilll/.WlC to death butnotresulllngjntheunderlyingcause~inPartl. ==i=)~ .. CC(C(c.~v Due 10 (or as a consequence of): _"'_,Iony, IeaclnololhecaustlistedMIinea. _Iho UNIlERLYIIG CAUSE =-~~u:a~ST~ b. Due to (or ll$ a consequence 01): c. Due 10 (or as a consequence 01): 308. Was an AuIop6y Perlo<med? DYes ~ d. 3Ob. w",_ Fodlgs Available Prior'lo Completion of Cause 01 Oeath? Dyes oNo 31. Ma~ Death [l.Mll1ural oH_ 0- 0_1__ 0- OCoUdNotbeDetl!fmi1ed 32d. Time of Injury 32g. Location of Injury (Slieet, city I town, state) M. :!:la. c._ I""'" oo~ one) CIrllIy1ng physlcllln (PhySidan call1IjIng "'"" 01_ _ """'" _on hes pronou_ death "" """""'" '10m 231 To h best ot my knoMedge, deIth occurred due to DIe cause(1)1nd mBnner as stated........... _...... _......... _.................. _.......................................... :=~f:=~:~=::~~~~~=manneras5tated..~..._..._......__......__....._... 0 ::: :::r~= and I Of Investigation, In my opfnion, deIItI1 occurred al the time, date. and pJace, and due to the cause(sj and manner as MltetL 0 J.\ 6~6;)"\ OF r.........."1 ,"-'"'"l !;.,;::) .~~._:J LAST WILL AND TEST AMENT w :r'~ FREDERIC P. BONAN c') (,r: <..: ; I, FREDERIC P. BONAN, now of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, do hereby make, publish, and declare this to be my Last Will and Testament, hereby revoking and making null and void all prior Wills and Codicils made by me at any time heretofore. ITEM I. I direct that all my legally valid debts, funeral and administrative expenses, and debts incurred or payable because of my death, shall be paid by my Executor, hereinafter named, from my residuary estate as soon after my death as practicable. All death taxes, including federal, state, and other death taxes, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed thereon, shall be considered an expense of administration of my estate, without apportionment or right of reimbursement. Taxes on future interests may be prepaid. ITEM II. I give and bequeath certain items of tangible personal property that are solely owned by me at the time of my death and that are identified in any separate writing directing distribution thereof after my death which is dated and is signed by me at the end thereof, to those persons designated in such separate writing who survive me. If any item of tangible personal property is identified in more than one separate writing, I 1 direct that, unless stated to the contrary, the separate writing bearing the last date shall govern the disposition of such item. ITEM III. It is my intention to sell the real estate which I own in Orange County, Virginia and the proceeds from such sale shall be placed in an account at M&T Bank. I specifically bequeath any funds remaining in this account at my death equally to my three children, JOSEPHINE B. GRIGGS, GORDON B. HONAN and KATHERINE B. MCDIARMID, if they survive me by thirty (30) days. If at the time of my death I have not completed the sale of the said real estate mentioned herein this Item, I specifically bequeath such real estate to my above children in equal shares, if they survive me by thirty (30) days. Provided, however, that if such a child of mine does not so survive me, but leaves descendants who so survive me, such descendants shall receive, per stirpes, the share such child of mine would have received had they so survived me. ITEM IV. I bequeath the household and personal effects, furniture, jewelry, automobiles that are solely owned by me at the time of my death, not otherwise disposed of above, to all my children, JOSEPHINE B. GRIGGS, GORDON B. HONAN and KATHERINE B. MCDIARMID, equally if they survive me by thirty (30) days; Provided, however, that if such a child of mine does not so survive me, but leaves descendants who so survive me, such descendants shall receive, per stirpes, the share such child of mine would have received had they so survived me. 2 Such property shall be divided by my said beneficiaries as they shall agree. As to those items upon which they shall not agree, distribution shall be determined by my Executor. ITEM v. I give, devise and bequeath all cash, cash equivalents, bonds, bank accounts, investment accounts, certificates of deposit, money market accounts, investments, or the like along with the residue of my estate, whether real, personal, or mixed, and wherever situate, including any property subject to any power of appointment which I may now have or hereafter acquire, subject, however, to the further custodian provisions contained herein if applicable, if he or she survives me by thirty (30) days, to my grandchildren as follows: a. One.seventh (1/7) to my grand daughter, ALICE HONAN; b. One.seventh (1/7) to my grand daughter, ANNE GRIGGS; c. Five.sevenths (5/7) to be shared equally by my grand sons, IAN MCDIARMID, GORDON MCDIARMID, MACKINNON MCDIARMID, DAVID BONAN, THOMAS HONAN, and FREDERIC GRIGGS. Provided, however, that if such grandchild of mine does not so survive me, but leaves descendants who so survive me, such descendants shall receive, per stirpes, the share such named person would have received had they so survived me. My reason for this distribution is not due to less affection for my grandsons but simply, my belief that as women, my grand daughters are at a disadvantage and I am attempting to lessen the impact. 3 ITEM VI. I hereby appoint the surviving parents of the named beneficiary, acting together or separate, as the Custodian for any assets passing to any beneficiary who has not attained the age of twenty-two (22). In the event of the refusal or inability of such named persons to so serve, I then grant to the person last so nominated and capable of serving the right and power, exercisable in his or her exclusive discretion, to nominate and appoint, whether in advance while competent, or at the time of a renunciation or resignation, a person or persons to serve as such Custodian, which nomination shall be honored as if I had made such an appointment in this Will. Such Custodian shall serve pursuant to the provisions of the Uniform Transfers to Minors Act as in effect from time to time in the state where such beneficiary resides. ITEM VII. The interest of beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. ITEM VIII. I hereby appoint my Daughter, JOSEPHINE B. GRIGGS, to serve as executrix (the "Executrix"), of this, my Last Will and Testament. In the event of her refusal or inability to so serve, I then nominate and appoint my son, GORDON B. BONAN, to serve as Executor. In the event of the refusal or inability of such named persons to so serve, I then grant to the person last so nominated and capable of serving the right and power, exercisable in his or her exclusive discretion, to nominate and appoint, whether in advance while competent, or at the time of a renunciation or resignation, a person or persons to serve as such Executor, which nomination shall be honored as if I had made such an appointment in this Will. 4 ITEM IX. I direct that my Executor and Custodian shall not be required to give bond or post any other security for the faithful performance of duties in any jurisdiction. ITEM X. My Executor and Custodian shall have the following powers in addition to those invested in them by law and by other provisions of my Will applicable to all property, whether principal of income, exercisable without Court approval, and effective until distribution of all property: A. To retain any investments I may have at my death so long as my Executor or Custodian may deem it advisable to my Estate or so to do. B. To vary investments, when deemed desirable by my Executor or Custodian, and to invest in such bonds, common trust funds controlled by my Executor or Custodian, stocks, notes, real estate mortgages, or other securities or in such other property, real or personal, as my Executor or Custodian deem wise, without being restricted to so- called legal investments. C. In order to effect a division of the principal of my Estate or for any other purpose, including any fmal distribution, my Executor or .5 Custodian is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets are required to be divided or distributed at their respective values on the date or dates of their division or distribution. D. To sell either at public or private sale and upon such terms and conditions as my Executor or Custodian may deem advantageous to my Estate, any or all real or personal estate or interests therein owned by my Estate severally or in conjunction with other persons or acquired after my death by my Executor or Custodian, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge, and deliver any and all deeds, assignments, options, or other writings which may be necessary or desirable, in carrying out any of the powers conferred upon my Executor or Custodian in this paragraph or elsewhere in my WilL E. To mortgage real estate, and to make leases of real estate for any period of time as is deemed reason<ilble by them. b F. To borrow money from any party to pay indebtedness of mine, or of my Estate, expenses of administration, or inheritance, legacy, estate or other taxes. G. To pay all costs, taxes, expenses, and charges in connection with the administration of my Estate. My EXiecutor shall pay expenses of my last illness and funeral expenses. H. To vote any shares of stock which form a part of my Estate, and to otherwise exercise all the powers incident to the ownership of such stock. 1. In the discretion of my Executor or Custodian, to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of my Estate. 1. To compromise claims and to abandon any property which, in my Executor's opinion, is of little or no value. K. To manage or continue any business that I may own or be entitled to so act in such capacity. 7 ITEM XI. Any person who shall have died at the same time as me, or in a common disaster with me, or under such circumstances that it is difficult or impossible to determine who died first, shall be deemed to have predeceased me. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, consisting of eight (8) typewritten pages, this ..::2 D~ day of ,2008. ;="~ e i3~ FREDERIC P. BONAN We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testator, FREDERIC P. HONAN, as and for his Last Will and Testament, in the presence of us, who at his request and in his presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testator was of sound and disposing mind and memory. ~f\RlL~ residing at ~ 10 ~Nd k-ss DC qJf 1) ~ G~~ t &r\~,0 of l\ 1/5l~ residingat ?Jeor-.. 96 C-/Cfo ~(J {'dc{J~ Sp/",,- La "1 ck( ~ bex. d- 1'0, /70 Lf 0 a COMMONWEALTH OF PENNSYLVANIA COUNTY OF (;~UYYJ~ J Cl/nJ 88.: I J We, the Testator, FREDE-!UC . P. HONAN, and -no 1/1.1), ~cihi Y) ~/Y1 , and ~, II 0. er , the witnesse , respectively, whose names are sIgned to the foregoIn Instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that be had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. F~ (;> 13~- FREDERIC P. HONAN ll~. f\ R~t>~_ Itness ~ \)~ ~ Witness . Subscribed, sworn to and acknowledged before me b)k1 Testat9.f, FREDERIC P. HONAN ,and subscribed and sworn to before me by /1 j). X oh I ;'.s.urJ ~d ..---y: I \ \). Cr.J...-t..r.. r , witnesses, this ;;) ())y-. day of ri ,2008. COMMONWEALTH OF PENNSYLVANIA Notarial Seal Flora M. V~ Notary Public North Middleton Twp.. Cumberland County My Commission Expires May 21, 2009 . " ;~;""on "f Notaries Member, Pennsylvanl' ~",,""" (SEAL) 9