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HomeMy WebLinkAbout07-19-01 PETITION FOR PROBATE and GRANT OF LETTERS Estate of' also known as Warren F. Coolidge No 21-00-684 To: Register of Wi lis for the County of Cumberland in the Commonwealth of Pennsylvania Social Security No. The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the eXI in the last will of the above decedent, dated September 1, 1998 and codicil(s) dated N/A cutrix named (state relevenat circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland with his last family or principal residence at 365 Walnut Street, Borough of Cralisle, Cumberland County, Carlisle, Pennsylvania (list street, number and municipality) Decedent, then 75 years of age, died July 14,2001 at Borough of Carlisle, Cumberland County, Pennsylvania Except as follows, decedent did not marry, was not divorced and 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 incompetent: No Exceptions County, Pennsylvania, Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ unestimated $ $ $ Total: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) thereon. ~. I /; //( , ti~aC~:; U~ 'Co~.(dg~ ?~..?"-t L dl c . 365 Walnut Street Carlisle PA 17013 OATH O~' PEKSONAL KEPKSENTATl V E COMMONWEA TLH 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 correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedem petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and suhscribed before me this 19th day of ~UIY' 2001 - tY(/7"//--/4'/ A2h/) Ale: Jt,~ e/tl . Ma . WIS / Reglster C;f..:"-Olc/.. J { C -r II c /, . 0.' /.. { _. f 7_ L- 1- / '" . tj"."::" (/ Estate of No. 21-00- 684 Warren F. Coolidge Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW 23 Jul-Ol the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated_ September 1, 1998 described therein be admitted to probate and filed of record as the last will of Warren F. Coolidge and Letters Testamentary are hereby granted to Eleanor U. Coolidge 7J~7 r? ~<W/"') A.O HI-iff' ./ Kegister of Wills FEES $ 375.00 $ $ $ 5.00 Total_ $ 392.00 Filed....... 0 7.;-: J. 9.;-: 200 J.............. Robert M. Fr~y 6274 ATTORNEY (Sup. Ct. LD. No.) 5 South Hanover Street Carlisle, Pennsylvania 17013 ADDRESS Probate, Letters, Etc. Short Certificates( 1 ) x-pag~s . RenUnCiatIOn ~:88 JCP (717) 243-5838 PHONE 21-01-684 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS ROBERT G. FREY c~ (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that HE W AS present and saw WARREN F. COOLIDGE the testat or , sign the same and that he signed as a witness at the request of testat or in h IS presence and (in the presence of each oHler) (in the presence of the other subscribing witness(es)). me this \ r~, (.',:-r- 2-~, 1,- ,-i-j j- Robert G. FreY(Name) ,.._----- 5 Sosuth Hanover Street, Carli(Sle P A 17013 Sworn to or affirmed and subscribed before (Address) Mary C. Lewis Register (Name) (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS ROBERT M. FREY AND MARY C. WERT (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) they are familiar with the signature of Krista King ~~X testat~ of (one of the subscribing witnesses to) the will that that they presented herewith and c~ believes the signature on the will is in the handwriting 0 f Krista King to the best of their knowledge and belief. ~'~"~ &/ ~ Robert M. Frey ~ (Name) 5 South Hanover S,treet, Carlisle P A 17013 ( A'7:tc1rffS) ,,:' .I ' {' / i_, ""../ Mary C. Wert '. I Sworn to or affirmed and subscribed before me this 19th day of ~ JULY x~ '~'f((~.{/I#N~ ~(W ry . Lew Register (J (Name) 5 South Hanover Street, Carlisle PA 17013 (Address) ..::::<-~;,. j \ l_~~~i.f.~..tJ \,:, .. ~~::., , ('~\~C \ .'. . .... . ,.A~",. '-X\,\..'i.;('Ul4'............~. '.." '- \ P 7578028 21-01-684 '""05 43 Rev 2.'87 COMMONWEALTH OF PENNSYLVANIA 0 DEPARTMENT OF HEALTH 0 VITAL RECORDS CERTIFICATE OF DEATH n Warren F. Coolidge SEX , Male STATE ~'lE ~UMeER SCCI....l SECURITY Nu~eER ,. 129 - 16 DATE OF OUTH : Mcnl11 , Da~,""i'l" H < NAME OF DECEDENT 1~"SI M'dele, ~ilSll 3149 .~~, 2001 I I .-j I ,ol,GE ILasr 9.r1r.ca,,\ UNDER 1 YEJ,R ~OI'1ll'1S Dily!. U~R 1 Dxi- Hours Minvl" BIRTHPLACe: ICI) ar.d 31i'lle Of ~creoqn Counfr"l PLACE OF DEATH IC"'~~ Of'1'l' t)ne .- -;ee ,nSlr"c!.(""" rn l."'''''''' .,'ClE'1 HOSPITAL d Inp3tlel"ltO ERlOvtp.allftl'\ll.....--J Or~r ---, ,SOt'C'tvlW 75 S. COUNTY OF DEAT'" RACE. Amenc&11lrX:han, 81.tlc,"" Wh>l" ..Ie IS(>OCrI)o~ .:) \ lie. Carlisle White "'. Cumberland '0. DECEDEt-fl.S USU"'-l OCCUPA:T\Of'ot lG,...e ,""r>c::l oIworl< Oo<1l'! dv"nq mosl 01 'IIfO(11I~ ~fe: do no4 use 'et"ed ) KIND OF eUSINESSI1NDUSTRY SURVIVING SPOUSE: II! ....>fl'!, l'~maoOer1 narr>ElI no. Teacher Hb. Public Schools DECeDENT'S MAILING ADDRESS (SUee1. C,ty/Town Sl4"'. Z,pCOl1e) DECEDfNT'S ACTUAl. RESIDENCE (See ,nSlrUChor\5 on OIhel Sldel ". Eleanor Uhland 17.. Slale PA D<l decedenl 1iYlt"'. township? 17d.~ :h~~i=o, MOTHER'S NAME ,F"st. Modele. Malden $ulna/TIe) ,.. Mar uerite Myers INFORMANT'S MAiliNG ADDRESS ISlleet. Cltyf'l'o,o.ln. SLale. Zip COde) 365 Walnut Street, Carlisle, 11e.D Yes. oecttOenllived in """ '". FMHEA'S NAME (Firs!, Moddl'!. La'St) Joshua W. Coolidge 365 Walnut Street Carlisle, Pa. 17013 !7b. CounlyCumber land Carlisle ".,,,,,,," '". IN.FOfuJ....NI"S NAME IT 'fpelPt\nl~ ~. Eleanor Coolid e MEl"HOO Of DlSPOSlTlON Bv~1 0 Cr.matlOf't [21 Ott\oe( ($06:tty RltfnO"(a1h'ornStat.O 'Ob. PLACE OF OtSPOSITlON - Name 01 Cemetery, Cremalory 01 OtMf PlolCe Pa. 17013 LOCATION. CrtyfTown. Stale. Lip coo. 2001 ,,,. Yorktowne Cremator NAME AND ADDRESS OF FACIUTY 0 man 0 22<. 219 North Hanaover Str, UCENSE NUMBER 17404 e, Pa. 17013 ,Ci c ~1'l jvt 7 v (P(1J),p:t I", r tr (l c -r' :J r-J DUE TO(OA AS ACONSEOuENCE OF) lApproximate ;jnlervalOoe('wetlf'. IOns.! and death '- : Oner s,gnif,canl colldi\K)ns col'llntlvhng 10 dealh. tlv{ l'IOI resullmQ in the lJflOer1y'Ing cause 9f'Ve'n 1/'1 PM1T I l : DUE 10 (OR AS A CONSEOUENCE OF) DUE TO(OA AS A CONSEOUENCE OF)' WERE AUTOPSY FINDINGS AVAILABLE PRIOR TO COMPlElION OF CAUSE Of OEAfH? MANNER OF DEATH DATE OF INJURY \MonTtl Day, ~a.) TiME OF INJURY INJURY AT 'M)RK? DESCRIBE HOW INJURY OCCURRED Pel'ld''''9lnv9s1iga{,on o o o ;~~'''CE OF INJURY ," ~m" la,;O::"l"OJ1, lactof)', office bUtldinQ. elC ISpeCllvl ,,,.. y~ C NoD ~o [{' " i.....J NoG' Nalu'at Q/ Accident 0 Suoeide C Hom'cida '-'. 3Oc. Co,-,~d M\ 00 d~\ef""'''M 280 CEA'lIFIER let-eO' or",,. ~I 'CERTIFYING PHYSICIAN 1"''',,<;lCo;'lf' (.f"to'y'n" c-av~ d df'<llh ...-t1P" .)nOl"e, pt1...s>\.:,a" l'1ao.; p,0(10"nCe<:l (le;llr> .'1(10 (<Ynp1e!ed 11p.fT' ;>J\ To th<I Desl 0' "''I' ll.f')()"'Ie-dQe. dealh occu"~ dve to lhe causels) and man,,~r;15 5tllt~. 29. 'PRONOUNCING AND CERTIF'1ING PHYSICIAN (Ph.,.-;.c.an OOlt; ;)':::"o....,o{;,ng oedlh d(\d cert,!y,nq 10 cause 01 fleal!>l To tn., b41t 01 m'fl<l'\O"'leo'l"'. d~30lh1X.cUffe-d at th."lm., dall!. ~nd place. .nd l1uelo the c~use(s) and manner ~s sIOille<l.. J1b. UCENSE ~MeEA b ., DATE SIGNED I'-'onm. Day. '!'earl ,,,.0)-0"'71 "L. "d. 7-/(,,-0/ NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE Of DEATH (Item 271 ~ or PIJ"I Ill/). ,I /'/I1"I/I",x'v./r~r~'1 , o 32. 'Z- 1.0 W" L.- 5 ~ '" ),.. (/" Ie (;. 1 J Le f? /J f7-'J 'YEDICAL EX"-UINER/CQRONER On lh~ basis of examination and/or in....estigation. In my opiniol"l, delllth occurred at the time, dale, and place, and due to the cause(s) and manner as slate-d.. '" REGISTRARS SIGNATURE: AND NU E ~. ~~~~~ \& i I :3,. \ 10\ DATE FILED (Month Oil" Yea'l (\WU \ 34. \ (. d \)0 \ I 21-01~84 LAST WILL AND TESTAMENT OF WARREN F. COOLIDGE I, WARREN F. COOLIDGE, of 365 Walnut Street in the Borough of Carlisle. Cumberland County, Pennsylvania, 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. 1. I direct my hereinafter named Executrix or Executor to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. 2. All of the furniture and household goods and furnishings located in the house occupied by my wife and me are owned jointly by us as tenants by the entirety. I give and bequeath to my wife, Eleanor U. Coolidge, all of my clothing and personal affects and all of my other articles of personal use and adornment, and all of my automobiles, provided she shall survive me by a period of ninety (90) days. Should she fail to so survive me, then I give, devise and bequeath the same to such of my three (3) children as shall survive me by a period of ninety (90) days, to be divided among them as my Executor shall determine. My three (3) children are Philip W. Coolidge. Thomas E. Coolidge, and Julia E. Stolz. 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 hereinafter named Trustees, in trust, to receive and to invest the same, with a view to selecting such investments which will tend to preserve the purchasing power of the corpus consistent with prudent management and such that the corpus as a whole will yield a reasonable annual income consistent with then prevailing investment conditions, and to pay the income arising therefrom at least semi- annually but at more convenient intervals if possible, to or for the benefit of my wife, Eleanor U. Coolidge, so long as she shall live, and at her death the corpus thereof as then constituted shall be divided into three (3) equal shares as follows: a) One (1) share for the benefit of my son, Philip W. Coolidge, the income from which shall be paid to him semi-annually until his oldest child shall attain 18 years of age, at which time the Trust shall be divided into equal shares for each of his then living children and the income from all of such shares shall continue to be paid to him so long as he shall live, except that from the principal of the share of any such child of his the Trustees or surviving Trustee may expend from principal whatever amount or amounts the Trustees or Trustee shall deem reasonable or desirable to be expended for the proper education of such child of Philip W. Coolidge, provided the then living parents of such child shall request and approve such distribution from principaL and upon the death of my son, Philip W. Coolidge, the Trust shall terminate and the amounts then held for the benefit of each of his children shall be paid as follows: The income shall be paid semi- annually to the person entitled to the principal thereof and one-third (1/3) of the principal thereof as then constituted shall be paid to the income beneficiary upon that beneficiary attaining 25 years of age, and upon that beneficiary attaining 30 years of age one-half (1/2) of the corpus of that beneficiary's share as then constituted shall be paid to that beneficiary, and upon the beneficiary attaining 35 years of age the balance of the corpus of that beneficiary's share shall be distributed but in the event any child of Philip W. Coolidge for whom an allocation of principal has been made should become deceased then the share to which such deceased child would have been entitled to receive shall be immediately paid to or for the benefit of the issue of that child. per stirpes, and if there be no such issue then to the representative of the estate of that child for distribution in accordance with that child's will, if any, otherwise to the person or persons entitled to receive the same under the intestate law of the jurisdiction in which that person was domiciled at the time of his or her death. b) One (I) share for the benefit of my son, Thomas E. Coolidge, the income from which shall be paid to him semi-annually until his oldest child shall attain 18 years of age, at which time the Trust shall be divided into equal shares for each of his then living children and the income from all of such shares shall continue to be paid to him so long as he shall live, except that from the principal of the share of any such child of his the Trustees or surviving Trustee may expend from principal whatever amount or amounts the Trustees or Trustee shall deem reasonable or desirable to be expended for the proper education of such child of Thomas E. Coolidge, provided the then living parents of such child shall request and approve such distribution from principal. and upon the death of my son, Thomas E. Coolidge, the Trust shall terminate and the amounts then held for the benefit of each of his children shall be paid as follows: The income shall be paid semi-annually to the person entitled to the principal thereof and one-third (1/3) of the principal thereof as then constituted shall be paid to the income beneficiary upon that beneficiary attaining 25 years of age, and upon that beneficiary attaining 30 years of age one-half ( 1/2) of the corpus of that beneficiary's share as then constituted shall be paid to that beneficiary, and upon the Page I of 4 Pages beneficiary attaining 35 years of age the balance of the corpus of that beneficiary's share shall be distributed but in the event any child of Thomas E. Coolidge for whom an allocation of principal has been made should become deceased then the share to which such deceased child would have been entitled to receive shall be immediately paid to or for the benefit of the issue of that child, per stirpes, and if there be no such issue then to the representative of the estate of that child for distribution in accordance with that child's will, if any, otherwise to the person or persons entitled to receive the same under the intestate law of the jurisdiction in which that person was domiciled at the time of his or her death. c) One (1) share for the benefit of my daughter, Julia E. Stolz, the income from which shall be paid to her semi-annually until her oldest child shall attain 18 years of age, at which time the Trust shall be divided into equal shares for each of her then living children and the income from all of such shares shall continue to be paid to her so long as she shall live, except that from the principal of the share of any such child of hers the Trustees or surviving Trustee may expend from principal whatever amount or amounts the Trustees or Trustee shall deem reasonable or desirable to be expended for the proper education of such child of Julia E. Stolz provided the then living parents of such child shall request and approve such distribution from principal, and upon the death of my daughter, Julia E. Stolz, the Trust shall terminate and the amounts then held for the benefit of each of her children shall be paid as follows: The income shall be paid semi- annually to the person entitled to the principal thereof and one-third (1/3) of the principal thereof as then constituted shall be paid to the income beneficiary upon that beneficiary attaining 25 years of age, and upon that beneficiary attaining 30 years of age one-half (1/2) of the corpus of that beneficiary's share as then constituted shall be paid to that beneficiary, and upon the beneficiary attaining 35 years of age the balance of the corpus of that beneficiary's share shall be distributed but in the event any child of Julia E. Stolz for whom an allocation of principal has been made should become deceased then the share to which such deceased child would have been entitled to receive shall be immediately paid to or for the benefit of the issue of that child, per stirpes, and if there be no such issue then to the representative of the estate of that child for distribution in accordance with that child's will, if any, otherwise to the person or persons entitled to receive the same under the intestate law of the jurisdiction in which that person was domiciled at the time of his or her death, but should she not be the mother of any living child at the time she becomes entitled to receive the income from the share allocated for her, then she shall be immediatelv entitled to distribution of the principal of her share as follows: One third (1/3) of the corpu~'i thereof as then constituted at the time she attains 25 years of age, one-half (1/2) of the remaining corpus thereof at the time she attains 30 years of age, and the remaining portion of the corpus at the time she attains 35 years of age, but should any child be born to her after she became entitled to receive the income and before the entire corpus had been distributed to her, then that child or children shall be entitled to receive the income and eventually the principal on that portion or portions of the corpus of the share of Julia E. Stolz which has not been distributed to her. as hereinbefore set forth. d) No title in the trust hereby created, or in the income accruing therefrom, or in its accumulation, or in any share or shares thereof into which it may from time to time be divided, shall vest in any beneficiary and no beneficiary shall have the right or power to transfer, sign, anticipate, or encumber his or her interest in said Trust, or the income therefrom, prior to the actual distribution thereof by the Trustees or 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. 4. I direct my Executrix or Executor to payout of the property which would otherwise become a part of the residuary trust, hereinabove established, all estate, inheritance, transfer and succession taxes, including interest and penalties thereon, which may be lawfully assessed by reason of my death. I hereby waive on behalf of my estate any right to recover any part of such taxes, interest or penalties from any person, including any beneficiary of insurance on my life and anyone who may have received from me or from my estate any property which is taxable as a part of my estate. 5. In addition to the powers conferred by law, my Executrix or Executors and my Trustees, and their 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 Page 2 of 4 Pages 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 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 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. 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 any investments or 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. 6. I hereby nominate, constitute and appoint my wife, Eleanor U. Coolidge, and my sons. Philip W. Coolidge and Thomas E. Coolidge, as Trustees of the Trust hereinabove created. but should Eleanor U. Coolidge and Philip W. Coolidge and Thomas E. Coolidge and the final survivor of them all cease serving as a Trustee or Trustees, then in such event I nominate, constitute and appoint Financial Trust Services Company and its successors, One West High Street, Carlisle, Pennsylvania, as alternate or successor Trustee, provided that it shall accept such appointment and agree that compensation for its services shall not exceed one-half of one percent of the value of the corpus as its annual compensation, and that it shall receive no other compensation for its services, otherwise the successor Trustee in place of Financial Trust Services Company shall be as nominated by the Trustee or Trustees desiring to cease serving as such or by the beneficiaries of the Trust with the approval of the Orphans' Court Division of the Cumberland County Court of Common Pleas. 7. I hereby nominate, constitute and appoint my wife, Eleanor U. Coolidge, as Executrix of this my Last Will and Testament, but should she predecease me or fail to qualify or cease serving as such, then in such event I nominate, constitute and appoint my sons, Philip W. Coolidge and Thomas E. Coolidge, or either of them, as alternate or successor Executors, but should both of them fail to qualify or cease serving as such, then in such event I nominate, constitute and appoint Financial Trust Services Company, and its successors, One West High Street, Carlisle, Pennsylvania, as alternate or successor Executor, and I further direct that none of them shall be required to post any bond to secure the faithful performance of her, his or its duties in the Commonwealth of Pennsylvania, or in any other jurisdiction. Page 3 of 4 Pages IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on four (4) pages, this ,~~-!.:- day of September, 1998. Warren F. Coolidge '-. (SEAL) Signed, sealed, published and declared by WARREN F. COOLIDGE, the Testator above- named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Page 4 of 4 Pages