HomeMy WebLinkAbout10-02-08PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND
Estate of OLIVER HASTINGS JONES
COUNTY, PENNSYLVANIA
File Number ~~ ~ ' D (~
also known as
Deceased
Social Security Number 170-18-9736
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW.)
m A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the EXECUTOR
last Will of the Decedent dated 09/28/2005 and codicil(s) dated
named in the
RENUNCIATION FOR WILLIAM ANDREW JONES IS HEREBY ATTACHED
(State relevant 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
(Ifapplicable, enter: c.t.a.; d.b.n.c.t.a.; pendente life; durance ~sbsentia; duraniritate) co
Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following spY) an~irs: ~`IJ'
Administration, c. t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) `-~ ~ rn I
_ ' ~;
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(COMPLETE INALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania with his /her last principal residence at
b7 GREENFIELD DRIVE CARLISLE SOUTH MIDDLETON TOWNSHIP CUMBERLAND COUNTY PENNSYLVANIA 17015
("List street address, town/ ity, township, county, state, zip code)
Decedent, then 85 years of age, died on 08/28/2008 at CARLISLE REGIONAL MEDICAL CENTER,
CARLISLE, CUMBERLAND COUNTY. PENNSYLVANIA
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ 17,000.00
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania $ 155,000.00
situated as follows: 67 GREENFIELD DRIVE, CARLISLE, SOUTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
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 azure T or rioted name and residence
~ S 3a~~- RICHARD HASTINGS JONES, 4427 NORTH WOODS TR, HAMPSTEAD, MD 21074
Form RW-02 rev. 10.13.06 Page 1 of 2
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS
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 Decedent, Petitioner(s) will well and truly
administer the estate according to law.
Sworn to or affirmed an/d~subscribed
before me the ~ day of
of Personal
~~~~
Signature of Personal Representative
Signature of Personal Representative
File Number: ~ ~~ (J d~ V I A
Estate of OLIVER HASTINGS JONES ,Deceased
Social Securit//y~~~~Nu~~mber: 170-18-9736 Date of Death:08/28/2008
AND NOW, ~~ lit~lf)~~ r ~ , a U~ in consideration of the foregoing Petition, satisfactory proof
having been presented before me, IT IS DECREED that Letters TESTAMENTARY _
are hereby granted to RICHARD HASTINGS JONES
in the above estate
and that the instrument(s) dated 09/28/2005
described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent.
FEES
260.00 Register of Wills ~(~
Letters .......... $ (J
Short Certificate(s) ........ $ 12.00 Attorney Signature: .-'"~~ ~ • -
Renunciation(s) .......... $ 5.00 ,~
JCP $ 10.00 Attorney Name: ROGER B IR IN, ESQUIRE
AUTOMATION FEE ... $ 5.00 Supreme Court I.D. No.: 6282
WILL . , , $ 15.00
Address: 60 WEST POMFRET STREET
... $
$ CARLISLE, PA 17013
... $
... $
••• $ Telephone: (717)249-2353
... $
TOTAL .............. $ 307.00
Form RW-02 rev. 10.13.06 Page 2 of 2
'.05.905.UiS RFV. C/OC Od' ~ ~~ t) ~ ~ / U ~t
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records in accordance
with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953.
WARNING: It is illegal to duplicate this copy by photostat ar photograph.
' ~~ ~ 1 ~l~
l
Calvin B. Johnson, M.D., M.P.H. Frank Yeropoli
Secretary of Health State Registrar
Military
Status
1505140
SEP 18 2008
No. Date
^~ Ht~ta3 ~ tt®4RRECTED ITEM(S) : 3 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
TYPE !PRIM IN
PERINWENIpER: FD DATE:09-17-08 bas 0 / v~7u
FIUCKINd CERTIFICATE OF DEATH / y
(See instructions and examples on reverse) STATE FILE NUMBER
1 NamedDecedrd (lust. nddde, lttl, su9a)
2. Sex 3. Saul Sewiiry Number 4. Bate d DeaM IMonm, day, Yom)
Oliver H. Jones M 170. - 18 - 9736 August 28, 2008
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asposiNOn Pemu No.
LAST LY~ILL AND TESTAMENT
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OLIYER HASTINGS JONES t ~~.~~:`` ~
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I, OLIVER HASTINGS JONES, of South Middleton Township, Cu mberland Co unty,
Pennsylvania, being of sound mind, disposing memory and full legal age, do hereby make,
publish and declare this to be my Last Will and Testament, hereby revoking all Wills and
Codicils heretofore made by me.
ONE. I direct my Executor to pay all of my debts, funeral and administrative
expenses as soon as convenient after my decease. Furthermore, I direct that all state, inheritance,
succession and other death taxes imposed or payable by reason of my death and interest and
penalties thereon with respect to all property composing of my gross estate for death tax
purposes, whether or not such property passes under this Will, shall be paid by the Executor of
my estate.
TWO. My Executor may, at his discretion, compromise; claims, borrow money,
retain property for such length of time as he may deem proper; lease and sell property for such
prices, on such terms, at public or private sales, as he may deem proper; and invest estate
property and income without restriction to legal investments unless otherwise provided
hereunder. I authorize and empower my Executor to sell any realty and/or personalty owned by
me at my death and not specifically devised or bequeathed herein, at public or private sale or
sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could
1
do if living. My Executor is authorized and empowered to engage in any business in which I may
be engaged at my death, for such period of time after my death as seems expedient to said
Executor.
THREE. All of my estate, real, personal and mixed, wheresoever situate, of which I
may be entitled at the time of my death and any property over which I rriay have or may hereafter
acquire any power of appointment, I give devise and bequeath to my son, THOMAS OLIVER
JONES, to be held IN TRUST, together with any other assets received by the trustees (hereinafter
collectively referred to as the residue), under the following terms and conditions.
A. If THOMAS OLIVER JONES is then living, the trustees shall hold all the residue of
my estate in a separate trust for the primary benefit of my said son, who is disabled. In providing
for the establishment of this trust for the benefit of my said son, I am aware of the special
circumstances and disabilities affecting THOMAS OLIVER JONES which may cause or will
cause him to be eligible for various local, state and federal benefits anti entitlements, as well as
possible assistance provided by various private agencies and organizations. The primary purpose
of this trust is to assure that THOMAS OLIVER JONES achieves his maximum potential and
leads as full, independent and normal a life as possible. To that end, it is my wish that the
trustees view themselves not only as trustees in the traditional sense, but also as protector,
guardian and advocate for my said son. Correspondingly, the trustees shall expend the income
and principal of the trust in ways that best further these goals, and under the following terms and
conditions.
1. The trustees, within their complete and unfettered discretion, shall apply the income
and principal of the trust in furtherance of the purposes of the trust as set forth in Paragraph A.
above and generally to enhance the life of my son, THOMAS OLIVER JONES, if living, as he
now lives, but only to the extent not provided for by insurance or by Federal, State, local or any
other assistance programs of any nature whatsoever, including Supplemental Security Income
benefits under the Federal Income Maintenance Program as then existing. To the extent that
benefits are not made available to THOMAS OLIVER JONES for other than basic living
expenses, including food and shelter, the trustees, in their absolute discretion, may distribute
from income and principal, for the benefit of THOMAS OLIVER JONES, for his needs other
than basic support. Any income not so expended shall be accumulated and added to principal.
For the purposes of this provision, non-support purchases include, but are not limited to dental
care; unreimbursable medical and dental expenses, not covered by Medicare or Medicaid,
including plastic and reconstructive surgery, diagnostic work and treatment, rehabilitative
training and experimental medical services; psychiatric/psychological services; occupational
therapy; prosthetic devices; dietary needs and supplements; custodial care or supplemental
nursing care; recreation, cultural experiences, outings and travel, including payment for others to
accompany THOMAS OLIVER JONES; telephone and television, including cable television;
reading and educational materials; Internet access; exercise equipment; unreimbursed therapy;
and related insurance. The trustees' discretion in making distributions authorized hereunder is
absolute with regard to distributions from the trust estate, and shall be binding on all interested
persons. The income and principal of this trust may therefore be used as judged necessary and
appropriate as a supplement to, but not to supplant, such Federal, State, local or other
assistance, and to the extent the income of this trust is not used, the trustees may accumulate the
income and add it to the principal of the trust. While the trust for my son, THOMAS OLIVER
JONES, remains in existence, the trustees may also expend such amounts of income and
principal therefrom as they, in their sole discretion, may deem necessary for the health,
maintenance, support and complete education, including preparatory, college and postgraduate or
professional training, of my other children, and grandchildren, but only if the trustees determine
that such child or grandchild does not have sufficient funds otherwise available. Nevertheless,
this trust is for the primary benefit of my son, THOMAS OLIVER JONES, and his present and
future needs shall be considered first.
2. The trustees are empowered to collect and expend on behalf of my said son,
THOMAS OLIVER JONES, all governmental financial assistance benefits to which he is
otherwise entitled; provided that such funds shall not be co-mingled with the other funds of this
trust.
3. In the exercise of discretion with respect to income and principal distributions for
THOMAS OLIVER JONES, if any, the trustees shall bear in mind my express desire to preserve,
to the greatest extent possible, this trust's assets for eventual distribution to the beneficiaries
named hereinafter, whether outright or in trust. The foregoing sentence is in no way intended to
limit the sole and absolute discretion of the trustees with respect to such distributions or to give
any remainderman any right to challenge any distribution made by t:he trustees in the proper
exercise of such discretion. Rather, said sentence is intended to aid the trustees and any Court or
administrative agency in properly interpreting my intent in establishing this trust, namely, that the
needs of my son, THOMAS OLIVER JONES, be provided for only to the extent that
governmental benefits and entitlements and other resources are either unavailable, inadequate, or
have been exhausted.
4. If any governmental agency determines that this Trust is an "available resource" to be
utilized and exhausted to pay for services for THOMAS OLIVER JONES, otherwise provided by
public funding, then the trustees may, at their complete discretion, elect to terminate this trust, in
which case the trust assets may be distributed in accordance with paral,-raph five (5) below as if
my said son, THOMAS OLIVER JONES, was then deceased.
5. Upon the death of my said son, THOMAS OLIVER JONES, or in the event he should
predecease me, the principal of this trust as then constituted, together with any accrued and
undistributed income thereon, shall be distributed in the following manner:
A. One Hundred (100%) percent thereof shall be distributed, in equal shares, unto
my children and grandchildren if they are living at the time of distribution; and if any of my
said children or grandchildren are not living at the time of such distribution, then the share
which such deceased other child or grandchild would have received hereunder, if living,
shall be distributed unto such deceased child or grandchild's issue living at the time of such
distribution, per stirpes; and if any of my said children or grandchildren are not living at the
time of such distribution and leave no issue then living, then the share which such deceased
child or grandchild would have received hereunder, if living, shall be distributed equally
unto those of my other remaining children and grandchildren.
B. If, at the time of distribution, any income or principal shall be payable to any
person who is under the age of twenty-one (21), the trustees shall hold such income and
principal until such person reaches the age of twenty-one (21) and shall be entitled to apply
such income and principal to the health, maintenance, education and support of such person
without the appointment of any guardian or committee or any authority of court.
C. All shares of principal and income shall, until actual distribution to the
respective beneficiaries, be free from the debts, contracts, alienations and anticipations of
any beneficiary or beneficiaries, and the same shall not be liable to any levy, attachment,
execution or sequestration.
D. Upon the death of any income beneficiary, any accrued, accumulated or
undistributed income held or received by the trustees shall be paid to the person or persons
for whose benefit the principal producing such income is continued in trust or to whom
such principal is distributed under the terms hereof.
E. All dividends on shares of a corporation, forming a part of the principal, which
are payable in the share of the corporation itself of the same kind and rank as the shares on
which such dividend is paid shall be deemed principal.
FOUR. I nominate and appoint WILLIAM ANDREW JONES and RICHARD
HASTINGS JONES to serve as Trustees of the trust created in. Paragraph Five hereof.
WILLIAM ANDREW JONES will have the final say as to any matter related to this trust, unless
he is unwilling or unable, at which time RICHARD HASTINGS JONES will then have the final
say as to any matter related to this trust.
FIVE. I nominate and appoint WILLIAM ANDREW JONES to be the Executor
of this my Last Will and Testament. Should he die before my death, renounce or refuse to serve
for any reason or die leaving any of my estate unadministered, Inominate and appoint
RICHARD HASTINGS JONES as Substitute Executor.
SIX. No person(s) shall benefit hereunder unless such beneficiary shall survive
me by sixty (60) days.
SEVEN. No Executor or Trustee acting hereunder shall be required to post bond or
enter security in this or any other jurisdiction.
EIGHT. No beneficiary may assign, anticipate or pledge his or her interest in any
income or principal held or distributable hereunder, and no beneficiary's creditors may levy,
attach or otherwise reach any such interest.
NINE. The validity and administration of any trust established hereunder and any
questions or disputes relating to the construction or interpretation of any said trusts shall be
governed and construed in accordance with the laws of the Commonwealth of Pennsylvania.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~A day of
September, 2005.
<- i~
~G2'~J1O G ~~EAL)
OLIVER HASTINGS J
Signed, sealed, published and declared by the above-named person as and for a Last Will
and Testament, in our presence, who at said person's request, in said person's presence and in the
presence of each other have hereunto set our names as subscribing witnesses.
~~~
ACKNOWLEDGMENT AND AFFIDAVIT
WE, OLIVER HASTINGS JONES, SHARON L. SCHWALM and CHERYL L.
CLELAND, the testator and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testatrix signed and executed the instrument as her last will and that she had signed willingly, and
that she executed it as her free and voluntary act for the purpose herein expressed, and that each
of the witnesses, in the presence and hearing of the testatrix, signed the will as a witness and that
to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of
sound mind and under no constraint or undue influence.
~.
OLIVER HASTINGS J ES
~~ ~~~~~~
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
HARON L. SCH L
.J
CHERY L. CLELAND
. SS:
Subscribed, sworn to and acknowledged before me by OLIVER HASTINGS JONES,
the testator herein, and subscribed and sworn to before me by SHARON L. SCHWALM and
CHERYL L. CLELAND, witnesses, this ~~ day of September, 2005.
3. c&,.~
Notarv 1Public
~~~~~,, rrai Seai
B. ,Notary Public
Cad Cumt~iand County
t`M Camrnissbn Expires Oct. 3, 2008
Membar, Pennsylvania Association Of Notaries
RENUNCIATION
REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
Estate of OLIVER HASTINGS JONES
I, WILLIAM ANDREW JONES
(Print Name)
EXECUTOR/SON
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Deceased
in my capacity/relationship as
of the above Decedent, hereby renounce the right to
administer the Estate of the Decedent and respectfully request that Letters be issued to
RICHARD HASTINGS JONES
SEPTEMBER 2, 2008
(Date)
Executed in Register's Office
Sworn to or affirmed and subscribed
before me this day
of ,
ignature)
400 WEST 43RD STREET, APT 11T
(Street Address)
NEW YORK, NY 10036
(City, State, Zip)
Executed out of Register's Office
Before the undersigned personally appeared the
party executing this renunciation and certified
that he or she executed the renu ion for the
purp~es s ated within on this day
Deputy for Register of Wills
Nofary Public
My Commission Expires:
(Signature and Seal of Notary or other official qualified to
administer oaths. Show date of expiration of Notary's Commission.)
cc>~o~~.,H of PeMMSnvavu~-
Form RW-06 rev. 10.13.06
Nolariel seal
Icsren S. Noel, Mowry PubNc
c~rlisle Bow, curnberMmd Cotngt
My Gortrn~sion E~iree Dec. 8, 2011
Member, Pennaylvenle Associatbn of NogAss