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HomeMy WebLinkAbout01-30-09Rx Date/Time JRN-29-2009(THU) 09:18 ORRSTOtJN BANK P 002 JRN-29-2009(THU) 08:31 ORRST041N BANK (fAX)7172498010 P 002/006 ~~'zTION ~'OR PROBATE AND GRANT Off' LETTERS REGISTER OF 1NiiLL.S OF CUMBERLA,rTD COUNTY, P>ENNSYLV~IA Estate of Jane i,VI. Williams Filc Number 21-09- (~~ also known as . ea5 Social Sacuciry 201-18-5518 Petitioner(s) who is/ate 18 years of age or alder, apply(les) for. (X] A. Probate tad Gtaat of Letters Tesatnentsry attd aver that Petitioner(s) i9/am do Fxectttot ttataed in t6c last Will of the Decedent dated Daly 26, 2001 attd codicil(s) dated N/A (state reieveaat circumstances. e.g, renuacranon, o executoc, etc. Except as fdiows, Decr~eat did rtot marry, was not divorced, and did not have a c4~11d born or adopted after exeauion ~ the iastitrrfaeai(a) offered for ptabatc, w~ nat !ha vicOrrt of a killing sutd'aas never s~judictued an iaeapadtatcd petsoa: . j B. Grant of letttxs of A2lministration ({f applicable enter: e.t.a.; .nr.tv.; a erne ta; rants cntfa; rants Bruno rate Petltloner(a) after a props sratrh bnt4tavo aunrtaincd that F}ecedent left ao Will and was atrrvivpd by the fatlowitre spottx (:f any) and heits• (lf Administr4tiar7, c1.a. or db.nrs.a., enter dote of Will in Section A above and rnntplete list of heirs.) street adGress, sawn/caty, township, county, scare, zip Decedent then 81 years of age died an 1?J17/08 at Carlisle Re~lott~l Medical Center . Decedent at death owned property with estimated values as fvllovs: {jf dotnicilcd it1 Pa.) 150,00010 (~' not domiciled is Pn.) (If not domiciled in Pa.j Value of real estate In Penasylvanla S1ILated a8 tO1loN5: . r ~ _ C~,7 17 ~ ?= ~~ l i ~" 7 4) _ .,~ = U ,.. -- . .; _/ _ ~ ..,.,~ _ '- ~-~ ..3„ _j Page 1 of 2 COMPLLTEINALL GASES:) Attach additiona(sitteets 4j'neceasmy. . Decedent was domiciled at death in Cumberland County, Ptnnsylvania with his/her last principal residence at 35 Ea3t gate Drive, Apartment 309 Carlisle. PA 1'1013 (9Au4h Mlddl~tnn Tnnrwahl,~l Wherefore. Pttitioner(a) respectfully request(s) the probate of the ]rtst Will and Codid!(s) atratnt~ with this Petihcm and rl,n ~,..,r .,F T o«... Rx Oate/Time JAN-29-2009(THU) 09:18 ORRSTOIJN BANK P 003 JAN-29-2009(THU) 08:32 ORRSTOtJN BRNK (FAX)7172Q98010 P 003/006 OATS OF PERSONAL REPRESENTATIVE COMMONWEATLH OF PENNSYLVANIA couxrY o>P CUMBERLAND The petitioner(s) above-named swear(s) or al•firm(s) that the statement in We foregoing pcition axo true and corn 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. . Orrsto Sworn to or affiirmed and subscribed By; be orz me this '~i 1-6~ ~ gamey <__, ~~ Q ;: - -r t~l or the i = -- ~ ' -,--, c.~ - ~ --~ '~ ale Number: 0 ~ o ~ ~ ~; ~;,; .. -~ --~ - ~:- r,, ~.,, Estate of June M. ems ~ ,Deceased Social Security Ntunbor. 20x•18.5518 Dace of Death ~ / AND NOW ~~- G t , ZO D~l in consideration of the Petition, satisfactory proof having been presented b re me, IT IS CREED that Leiters Testamentary are hereby granted to 12/17/08 in the above estate and that the instrument(s) dated July 26, 2001 described in thtc Petition to be admitted to probate and filed of record as the' las V~iil (and Codicil(s) 01" Decedent) . I ~ IC~< < . Register of Wills F'1EES Signature Attorney Name Letters i~~0~r}Ot~ ~~,(~ Short Certificates 5 ~ ~ ~.Q Sup. Ct. Z.D Renunciation UJ 4 ~~ 1 `~ Address: ~l~ 1D ~~ Telephone: c1 -~ -- Robert G. Frey No 463g'1 5 South Hanover Street Carlisle Pennsylvania 17013 (717) 243-5838 TOTAL. _ . 3 ~ 0 Page 2 of Z 1os.~12 REV. vos WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR (FEE FOR THIS TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. CERTIFICATE S6.oo; ,COMMONWEALTH OF PENNSYLVANIA DEPRRTMENT OF HEALTH VITAL RECORDS LOCAL REGISTRAR'S CERTIFICATION OF QEATH ~~ 0c` ~~L~ s ~j H O F p ~1fi ,3,y~~P. ~~ FNytll !~~ ~aG, /~o~ "~ ' ~ ~~~ CERT. NO. T ~ ~ ~~ ~~ ~ ~~~ ~ ~''~% .December 18, 2008 yIFAy~\ ~ Date of Issue of This Certification ~1 "lam/y .'.4Q' . June M. Williams Name of Decedent Fist Midtlle Last Sex Female Social Security: No. 2 01 - 18 - 5 518 Date of Death Dec . 17 , 2 0 0 8 h .March' 30, 1927BPrth lace Mt. Holly Springs, PA p Date of Birt Carlisle Reg. Med. Center Cumberland S.Middleton Twp. Pennsylvania Place of Death Facility Name C ounty City, Borough or Township White Homemaker Race Occupation No Armed Forces? (Yes or No) P Decedent's Widowed 35 East Gate Drive Carlisle PA 17013 Marital Status Mailing Address Number Stre@4 Cny or?own Slate Informant . Roger L . Williams Funeral Director James F . Nicke 1 Name and Address of Nickel. Funeral Home, P.O. Box 910, Loysville, PA 17047 l Establishment F unera interval Between Part L Immediate Cause Onset and Death Septie Shock 2 Days (a) Ischemic Bowel (b) t - (c) C- Part IL Other Significant Conditions Acute Myocardial Infarction ~_~ ~; . -- 'Manner of Death ~.- ~ C7 Describe how injury occurred ~-;; c Na#ural ~ Homicide ^ =- -., f ~~ "" .... Accident ^ Pending Investigation ^ ~: >C~ N Suicide ^ Cou,ld not be Determined ^ y! ~ Name and Title of Certifier. Address (M.D., D.O., Coroner. M.E.) 361 Alexander Spring Road, Carlisle, PA 17013 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. 50-455 cal Registraro(Vitalflacords District No December 18, 2008 1 1 Barnett St. .New Bloomfield, PA 17068 Date Received by Local Registrar David Albright M.D. Street Atldress City. Borough. Township LAST WILL AND TESTAMENT ~_~ OF ` _y o `° JUNE M. WILLIAMS ~' r--, `--.. : , _ t~:: -~ , r_, ~ I, JUNE M. WILLIAMS, of 253 Walnut Bottom Road in the Borough of Carhs",1~, :~ ° Cumberland County, Pennsylvania, being of sound and disposing mind, memory and -~ = -r? understanding, do hereby make, publish and declare this as and for my Last Will and T~t~iient ~' hereby revoking and making void any and all Wills by me at anytime heretofore made. ~ --~ ``•' -~ rv 1. I direct my hereinafter named Executor to pay all of my just debts and funeral expense as soon after my death as may be found convenient to do so. I bring to the attention of my Executor that my funeral arrangements have already been made by me with the Nickel Funeral Home in Loysville, Pennsylvania, and the expenses of these services have been pre-paid by me. 2. I give and bequeath my diamond solitaire ring to my sister-in-law, M. Maude Williams, provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me, then the same shall lapse and be included in the residue of my Estate. 3. I give and bequeath to my son Roger L. Williams, the sum of $5,000.00 provided he shall survive me by a period of thirty (3 0) days, but should he fail to so survive me then the same shall lapse and be included in the residue of my Estate. 4. 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 to Orrstown Bank, 77 East High Street, Shippensburg, PA 17257 in trust, to receive and to invest the same and to pay the income arising therefrom at least annually to or for the benefit of my son, Roger L. Williams. Said Orrstown Bank and its successors is authorized and directed to pay from principal such amounts from time to time, if any, which said Trustee deems necessary or desirable to be expended for the proper health care of Roger L. Williams, but only to the extent said Trustee deems other resources available to be insufficient to properly provide for his reasonable health care. The Trustee shall distribute the principal of the Trust to my son, Roger L. Williams, as follows: One-Fourth (1/4) of the principal five (5) years from the date of my death; one-third (1/3) of the then remaining principal ten (10) years from the date of my death; one-half (1/2) of the then remaining principal fifteen (15) years from the date of my death; and the remainder of the principal twenty (20) years from the date of my death. Should my said son, Roger L. Williams, fail to survive me by a period of twenty (20) years, then any portion of said Trust not distributed to him during his lifetime shall be paid to such of the issue of his body as shall then be living, if any, there being no such issue as of the date hereof, and if there be no such issue surviving him then in equal shares to his cousins, Adam Sheaffer and Scott Sheaffer, presently of Redmond, Washington, which two cousins are the children of James R. Sheaffer who is the first cousin of Roger L. Williams. No title in the Trust hereby created, or in the income accruing therefrom, or in its accumulation, shall vest in any beneficiary and no beneficiary shall have the right or power to transfer, assign, anticipate or encumber his or her interest in said Trust, or the income therefrom, prior to the actual distribution thereof by the Trustee to such beneficiary. Further, neither the income nor the principal of said Trust shall be liable in any manner, in the possession of the Trustee, for the debts, contracts or engagements of any of the beneficiaries. 5. I hereby nominate, constitute and appoint Orrstown Bank and its successors, 77 East King Street, Shippensburg, PA 17257 as Executor of this my Last Will and Testament, and I further direct that it shall not be required to post any bond to secure the faithful performance of its duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 6. In addition to the powers conferred by law, my hereinbefore named Guardian of the Estate and Executor and their successors are: 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 _ _ ; -- _ _. r~ y~J 7 ~l'~.~ 0 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 maybe 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 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 under trust obligation. c. To hold the trust corpus in one or more consolidated funds in 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 trust 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 any one 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. 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. 1. 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 ,~(~~~' day of ,Ti~ , 2001. _ ~ /~/~~~~~,~-o~ (SEAL) J e M. Williams Signed, sealed, published and declared by JUNE M. WILLIAMS, 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. ~'~~r_ ~ _ ~j } ~--- ~'" Rx Date/Time JAN-29-2009(THU) 09:18 ORRSTOIJN BANK P.DOQ JAN-29-2009(THU) 08:32 ORRSTOIJN BANK {FAX)7172498010 P 004/006 OAT`kI OF SUBSCRIBING WITNESS(ES) REGISTk~ OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA Estate of June M. wllia,ms Robert M. Frey ~ Z~isha A. Liens , (oath) a subsribing witaeas m ~\U`1U1~ Deceased the (]Will [ ]Codicil presented herewith, (tech) being duly qualified aceordino to }aw, depose(s) a say(s) that ahe / he /they was / were p~'escnt and saw the above Testator / Tesatrix sign the same and that she / he /they signed as a witness at the request of the Testator /Testatrix in bet /his ptesence and in ~ resence o ch other. ( tgnature o art reY ~ (Signatrve TrishaA. Liens 5 South Hanover Street 5 South Hanover Street treat ss) (Street A ressJ Carlilsle, PA 17013 Carlilsle, PA 1,7013 iry, State, Zip) iry, rate, p Executed iin Register`s Offrce Executed Drat of Register's Office SWt)cA to or 8ffirmcd and subscribed Sworn to or affirmed ~su~scribed before me this day before me this 3v ~y ~.._ ' ~ ~ ~~, puty or Reg er of s _ Notary is -- ~ My Commission Ex aces: ' P~ ~ ~" (Signature and Seal of Notary or other offieal q to . . administer oaths. Show deco of ezplration of 1ys NO1E Ta be Taken by Oflker aWtorired to adm;nis~er oaths. Please have praatt the a~ig;nal a. copy of inslrumeM(sj at limn of notartraflprt ~ !. ~ tv ,. _ tra . . cn NO?ARIAL SEAL RMERT G. FRET; NOTARY FU81K Boroigh of C.ar6sle Cumbdiand Caungr Y~ Mir Gonsmtss3on Eayphrx .!tine 4. 2010