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HomeMy WebLinkAbout05-02-08 PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA d Estate of Kay A. Jones File Number J-.. \ 0 ~ 0\i '6Q also known as , Deceased Social Security Petitioner(s) who is/are 18 years of age or older, apply(ies) for: [X] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the Executor named in the last Will of the Decedent dated March 12,2007 and codicil(s) dated N/A (state relevenat 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: [ ] B. Grant of letters of Administration (lfapplicable enter: c.t.a.; d.b.n.c.t.a.; endente 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 Decedent then 66 years of age died on 8/22/07 555 Mt. Rock Road 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: 5,000.00 ona . ones 555 Mt. Rock Road, Newville, PA 17241 8 ~~ iTl~:O~ ::0 r.;: ~.05....,. '-' -" ~8o 0<::: ""T1 : ::0 iR-f (::) <= ClIO :x :boo -< I '" :J:Ia :z s> c;..) o 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. ~t~,?~'~?~.-A o I G. Jones gn ~:o ~~p ~-93 ~._w^ 080 0c" P:n -1 , Deceasiil File Number: ~\ 0'6 D~~ Estate of Kay A. Jones :Do :x 9 (.0) c ~1~6'7 Social Security Number: Date of Death AND NOW lYIa..:-I L , 200[{ in consideration of the Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Donald G. Jones 1'...:1 .-, c:;) c:::. ..lL >>- -< I N ~ ; ..j] t- f '. '. " ~~; '~3 fl" (::::J in the above estate and that the instrument(s) dated March 12,2007 described in thte Petition to be admitted to probate and filed of record as the las Will (and Codicil(s) of Decedent) FEES Letters Short Certificates Renunciation Signature Attorney Name Robert G. Frey 30 'I Sup. Ct. J.D. No 46397 IS- Address: 5 South Hanover Street 10 Carlisle, Pennsylvania 17013 S- Telephone: (717) 243-5838 TOTAL.. . lul{ Page 2 of 2 I ;:)"i;.;lJ) RL\' 1{\1 LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. ~-- \"",~~(W\'otpll---___ '\\'>"'-~~'4',,",- ,\~y. :. ...~., /~_. ~ ~\ ~~( ~ -- - ,\~~ ~~\ -:1,:' ,::i;~ ~*\~" ...~:. .,/*~ .,*- /~ '\ ~ {.{S.,l "- -(/1):-. ~\.'\-\\\ ~--- 'MENT \\\ """, ';""//"",NIIIIIIIIIII This is to certify that the information here given is correctly copied from an original Certificate uf Death duly filed with me as Local Registrar. The origi nal certificate will be forwarded to the State Vital Records Office for permanent filing. Fee for this certificate. 'ii6.00 Certification Number ~- ~~~~i'!L~!L200L Local Registrar Date b,ued ,....., c::::J <<:::) CD ::E :po -< , N ~.~o ;Q~Fn 5;u)~ o~o (") -n o ;:S .~ :po :z S .. (j.) C) '.'~'~J ,"'j Ale) G""? (:--:? t,';~ ,~~~ ____-.'\ 'Il._,~,-" rnrn :::D .;;:> <;~:?; :~~ _ 11 :.;~; ,:-,) .-- ,.on r~~~) :~.;; P 13745433 1105-14.3 REV 1112006 TYPE I PRINT IN PERMANENT BLACK INK COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH (See instructions and examples on reverse) STATE FilE NUMBER most 0( Ill.. Doootslate retl Kind or aume.: IlnWsfry Hanaraker Her C1NI1 hare . 16. Decedeors Mailing Address (Street. city IloWn, slate, zip code) 12:Was Decedent ever in the U,S,Armec:I Forces? Dyes KINo Decedent's ActuaIRI!!Iidef\C8 ila,Stale .. Date of Death (Month, day, year) August 22, 2007 6. Dale Of Birth (Month, day, year) 66 4/12/1941 Carlisle, PA DOthe<.~ 10. Race: Amerieen Indian, Black. WMt, etc. 1- White 8b. County of Deelh Sd. Fdty Name (If not JnsjJIJIlOll, give street and nomber) Cumberland Twp. 555 Mt. Rock Road 555 Mt. Rock Rd. Newville, PA 17241 18. Fahr's. Name (First, middle, last. suflix) Dean Reeder 2Oa. InlooMnl's Name (Type I Print) Ikmald G. Jones 13. Decedent's Education (Specify orty highe!l1 grade completed) Elementary I Secondary (0-12) Conege (1-4 or 5+) 11 PA Cumberland 14. Marital S1atus: Married, Never Mamed. W_, 0N0n:ed (_ Married funald G. Jones ~e~edent 17c.K1 Yes, Decedent \JYed in West Pennsroro Township? 17d. 0 No, Oecedenl Uved within AcIuallimil&at TWI>. 17b.County City,,,,,,,, 19. MoIher's Narne(Arst, mkldlre. mlIlden surname) Thelma Shughart . ""-1nI""'""'s...Ing_ISlJee\clIyltown,....,zIpCOdeI 555 Mt. Rock Road, Newville, PA 17241 ~ o o ! 21c. Place of Oisposition (Name otC8mlJtelY,aerMroryorottrerPllJC61 estminster Marorial Gardens 21d. Loc::slioo {Cllyl town, state. Zip code) Carlisle, PA 17013 . IJ> d. I Approximate intervat : Onset to Death :~ : J' :11 , '~ ' . , . , , , 29,IfFemaIe: f3NCltpr8!1lBnt>Mthinpastyear Ll PregnanI at lime 01 death D Nolpn>gnant,t>Jtpregnam_42days 01 death D N~p<egnant,butpregnant43daystotyw beloredealh D _U__"'psslyw 32e. Place of It;ufY: Home, Farm, greet, Factory, """'""",,"',etc.(Spoci/y) =~~I~ a. <~ '\ 5IlsleoocltiOns,dany, . 10 causehtedon iN a. Enter UHOERL'nNG CAUSE =~~~":a~u1r b. .., \I < \) J 3Oa. Was an Autopsy 3Ctl. Were Autopsy Frdngs Performed? A~able Prior to CompIeliofl otCalMotDeaUt? DYes ~o Dyes DNa 31. Manner 0( Death iiQNatu<at D-~ D_DPendntltnvestigation D su.... D Cook/Not"_ 32d.TlffiEloflnjury 32g.LOC1llionoll~{Street,cIly/town,state) M. 331. CeIfflier (d\edl: only one} CartIfylng phySldan (Physidan certifying cause 01 death when anoIhef physician has pronouncad dealll and completed ltem 23) To 1M beat of my knowIltdge, death occurred due to the taUse(s) end manner 16 stIhtcL _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ - - _ _ -... ~ ~=":t~~=~~;=~~~=o"'.t.ea:.~~~menMfasstatecL_________________ 0 = =;-:= and I or lnvetlgatlon, In my opinion. dutfl occurred It the time. date, and place, and due to the cause(s} and manner as stale4L. 0 0'). 35. IJ> ..nd ~~,tl.a , ~CJN lcill I at II lJl 34N'""'S"'_es'~~~r:;..D~~i~u"": if/Pm! .!103N.d..I".<?"l"~.<!" Mi.".. ..,,'~ m r tiT> II ~ Fr I,v_ DispOsition Permil No. ~~ ~ (") -n r-: 1:; .93 Z(/)~ 000 :z,.. 0011 :% p~ (;) .. ~ .. . ~ ~ I, KAY A. JONES marned woman of West Pennsboro Township, Cumberland 0 County, Pennsylvania (mailing address 555 Mt. Rock Road, Newville, PA 17241), 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. LAST WILL AND TESTAMENT OF KAY A. JONES ......, ~ c= c::lC) :x ~ , N .~"' 1. I direct my hereinafter-named Executor to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I further direct that all inheritance, transfer, succession, estate and death taxes, including interest and penalties thereon, 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. 2. I declare that I am married to DONALD G. JONES, and that I have four adult children, SUSAN K. NAILOR, GERALD W. JONES, KATHY L. JONES, and MICHAEL ALLEN JONES. I further declare that I have no other children. 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 to my husband, DONALD G. JONES, his heirs and assigns, provided that he shall survive me by a period of ninety (90) days. Should my said husband predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event all the rest residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shares to such of my children as shall survive me, the share any deceased child would have received to pass to his or her issue per stirpes, and if there be no such issue, said share shall lapse and be added to the remaining share or shares. At the present time I have four children as aforementioned. 4. I hereby nominate, constitute and appoint my husband DONALD G. JONES, as Executor of this my Last Will and Testament, but should he predecease me or fail to qualify as such then in such event I nominate constitute and appoint my children, SUSAN K. NAILOR, GERALD W. JONES, KATHY L. JONES, and MICHAEL ALLEN JONES, or any of them as Co-Executors, and I further direct that none 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. 5. In addition to the powers conferred by law, my hereinbefore named Executors and their respective successors, are 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 such corporations; to make any surrender, exchange or substitution of such 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 Page 1 of3 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 not under trust obligation. c. To hold the trust corpus in one or more consolidated funds III 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 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 and invest in shares of stock of my Trustee. 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. l. 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 12~ day of MN'c ~ 2007. I A/' / )9 ~;l~J~E~ ~ (SEAL) Page 2 of 3 Signed, sealed, published, and declared by KAY A. JONES 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. ~ tU /-1/ilMV ~ u Page 3 of 3 Z\O~U-1<< OATH OF NON-SUBSCRIBING WITNESS(ES) REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA Estate of Kay A. Jones , Deceased Robert G. Frey and Donald G. Jones (each) being duly qualified according to law, depose(s) and say(s) that she / he / they was / were we acquainted with 6-... A. -..:.J 0 <"-...Q.5 and am/are familiar with the handwriting and sig ature of the decedent, and that the signature of K oC< 7 A,.::::70#\..Q c:;. to the foregoing instrument purporting to be the Last Will and Tesatment of Kay A. Jones is in his/her own proper handwriting. .~ .' ~. ~ ) yQ- -f:/ ~~ 19 ture / 5 South Hanover Street (Street Address) 555 Mt. Rock Road (Street Address) Carlisle, PA 17013 (City, State, Zip) Newville, PA 17241 (City, State, Zip) Executed in Register's Office Sworn to or affirmed and subscribed before me this :1.. day of f'(/r1 L( ,2008. (") '.~~~(") :.0 .- ~ m ~ <:0 .c_cn^ L"78o. o ... () :~ ~ f"'-.) c::::. G::) c::lCl ::Jt .> -< J N .> :x 9 w o