HomeMy WebLinkAbout04-29-09PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate of JUDITH LOUISE WEAKLEY File Number ~~ _ ~ ~~~1
also known as
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' OR 'B' BELOW:)
Deceased Social Security Number 226-58-0309
0 A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the persons named in the
last Will of the Decedent dated 6/23/2008 and codicil(s) dated 03/12/2009
N/A
(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: N/A
B. Grant of Letters of Administration
(lfapplicable, enter: e.t.a.; d.b.n.c.t.a.; pendente liter 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
Adminis•tratiar, e.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.)
Decedent, then 64 years of age, died on 4/18/2009 at 174 WILLOW MILL PARK ROAD
MECHANICSBURG PA 17050
Decedent at death owned property with estimated values as follows
(If domiciled in PA) All personal property $ 850,000.00
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania $ 75,000.00
174 WILLOW MILL PARK ROAD, MECHANICSBURG, PA 17050
situated as follows:
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:
Signature Typed or printed name and residence
KIZ SMITH 128 OLD FORD DRIVE
CAMP HILL PA 17011
~ LUCI STONE 128 OLD FORD DRIVE
CAMP HILL PA 17011
Page 1 of 2
Fnrm RW-Ol rev. 10.!3.06
( l.V/YIYLC /C [!V ALL C.AJCJ:f attacn aaau[ona[ sweets [~ necessary. -~_
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Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his /her last principal residence at 174 WILLOW
MILL PARK ROAD MECHANICSBURG PA 17050 SILVER SPRING TOWNSHIP
(LLs[ street nddress, town/city, township, county, state, zip code)
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 and subscribed
--~~
before me the ~q day of
APR[I, 2009
For the Register
File Number: c~C ~ ~ ' ~C~~
Estate of JUDITH LOUISE WEAKLEY ,Deceased
Social Security Number: 226-58-0309 Date of Death: 4/18/2009
AND NOW, \J~'1~X c~C"1 , 2009 , in consideration of the foregoing Petition, satisfactory proof
having been presented before me, IT IS DECREED that Letters TESTAMENTARY
are hereby granted to KIZ SMITH AND LUCI STONE
in the above estate
and that the instrument(s) dated WILL DATED JUNE 23, 2008 AND CODICIL DATED MARCH 12 2009
described in the Petition be admitted to probate and filed of record as the last Will (~nd Codicil(s))~pf Decedent.
FEES - ~
Letters $ 660.00 Register of Wi s
Short Certificate(s) ............ $ 40.00 Attorney Signature:
Renunciation(s) ••.••..•........ $
WILL ,,., $ 15.00 Attorney Name: HEATHER D. ROYER
CODICIL ,.,. $ 15.00
Supreme Court LD. No.: 76327
JCP ,,,, $ 10.00
AUTOMATION FEE ,,,, $ 5.00 Address: 4431 N. FRONT STREET. 3RD FLOOR
$
HARRISBURG
.... $
.... $ PA 17110
.... $
$ Telephone: 717-234-2401
TOTAL ............................. $ 745.00
r,„~,,, Rw-oz rev. io. ~3.0< Page 2 of 2
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Signature of Persona! Representative -"~~ p~ i' '' ~• ~
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LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is Illegal to duplicate this copy by photostat or photograph.,
~ Fee for this certificate, $6.00
I P 15450096
Certification Number
Chis is to certify that the information here given is
;orrectly copied from an original Certificate of Death
iuly filed with me as Local Registraz. The original
;ertificate will b forwazded to the State Vital
tecord~ Oface f~! permanent filing.
,.ocal Registrar
v tt200r r COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
~~"^~N CERTIFICATE OF DEl1TH
'~ See Instructions and exam les on reverse
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9806-1-5/Will/HDR/tmc 6/23/08 1:46 PM
LAST WILL AND TESTAMENT
OF
JUDITH LOUISE WEAKLEY
I, JUDITH LOUISE WEAKLEY, presently of Cumberland County, Pennsylvania,
declare this to be my Last Will and Testament hereby revoking all Wills and Codicils previously
made by me.
MARITAL STATUS
I declare that I am a single woman.
CHILDREN
I declare I have no children born to or adopted by me.
DISPOSITION OF BODY
ARTICLE I
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I direct that my body be cremated and my ashes placed in my mother's vault located at
Augusta Memorial Park, 1775 Goose Creek Road, Waynesboro, Virginia 22980. I direct that any
and all decisions regarding the disposition of my body, including cremation decisions be made by
my friends, LUCI STONE and KIZ CAROLINE SMITH, presently of Camp HiII, Pennsylvania,
or by the survivor of them.
PET
ARTICLE II
I give my dog, JOLLY MOONBEAM, to my friends, JAMES and KAY PONDER,
presently of Enola, Pennsylvania, together with the sum of Ten Thousand ($10,000) Dollars which
shall be expended for the care of my dog, JOLLY MOONBEAM, during its remaining lifetime;
provided, however, that this gift shall lapse if my dog, JOLLY MOONBEAM, is not living at the
time of distribution according to this provision or if my friends, JAMES and KAY PONDER, do
not undertake to use the funds gifted herein for the care of my dog, JOLLY MOONBEAM.
SPECIFIC BEQUESTS
ARTICLE III
A. I give my friend, KRISTEN L. ZELLNER, presently of Harrisburg,
Pennsylvania, all of my interest in my pet food and pet supply business known as
Abrams & Weakley General Store for Animals, the principal office of which is located at
3963 North 6~' Street, Harrisburg, Dauphin County, Pennsylvania 17110. This gift includes
all of the property, tangible or intangible, used in connection with the business, including,
without limitation the goodwill, accounts receivable, inventory, machinery, furniture and
fixtures, contracts and all kinds of property used as part of that business and the
enterprises connected with it. It also includes all insurance on the business assets and the
proceeds, if any, from all insurance if there is a claim against that insurance at the time of
Page 2 of 12 Pages
my death. This gift does not include any property of any kind or nature that is not used in
connection with the business.
If my friend, KRISTEN L. ZELLER, does not survive me, then I direct
my Co-Executrixes to liquidate this business, and all net proceeds of sale, after paying
all claims and obligations allowed against my estate on account of the business, shall
become part of my residuary estate.
B. I give my fishing boat and its motor to my friend, JAY SHOAFF, presently
of Mechanicsburg, Pennsylvania. If I do not own my fishing boat and its motor at the time
of my death, then this gift shall lapse.
C. I give my 1987 Volkswagon Vanagon to my friend, KIZ CAROLINE
SMITH. If I do not own my 1987 Volkswagon Vanagon at the time of my death, then this
gift shall lapse.
D. I give my 2005 Subaru Baja to my friend, JAMES PONDER. If I do not
own my 2005 Subaru Baja at the time of my death, then this gift shall lapse.
E. I give my 2001 PT Cruiser to my friend, JAY SHOAFF. If I do not own
my 2001 PT Cruiser at the time of my death, then this gift shall lapse.
F. I give the cash balances of any and all bank accounts that I may own at
Commerce Bank at the time of my death to my friends, LUCI STONE and KIZ
CAROLINE SMITH in equal shares. If either LUCI STONE or KIZ CAROLINE
SMITH fails to survive me, then the survivor shall receive the balances of any and all said
bank accounts.
Page 3 of 12 Pages
REAL ESTATE
ARTICLE IV
I give my real property located at 174 Willow Mill Pazk Road, Mechanicsburg, Cumberland
County, Pennsylvania (the "Property"), to my friends, LUCI STONE and KIZ CAROLINE
SMITH, as joint tenants with the right of survivorship.
If the Property is subject to a mortgage or other encumbrance at the time of my death, any
remaining obligation secured by the mortgage or encumbrance shall be dischazged by the use of
funds from my residuary estate so that the beneficiary shall receive the Property free from the
mortgage or encumbrance.
If neither LUCI STONE nor KIZ CAROLINE SMITH survives me, then my Property
shall be sold and the proceeds added to my residuary estate.
PERSONAL PROPERTY
ARTICLE V
I direct that the remainder of my household furnishings and tangible personal property
not otherwise disposed of in the preceding portions of this Will, be sold and the proceeds added
to my residuary estate.
Page 4 of 12 Pages
RESIDUE
ARTICLE VI
I direct that the rest, residue and reminder of my estate be divided and distributed as
follows:
A. Fifty (50%) percent to JAMES PONDER and KAY PONDER, or to the
survivor of them. If both JAMES PONDER and KAY PONDER fail to survive me,
then I direct that this fifty (50%) percent share of my residuary estate be divided and
distributed pro rata among the other beneficiaries listed in this Article VI.
B. Ten (10%) percent to ELIZABETH McQUAID, presently of Carlisle,
Pennsylvania. If ELIZABETH McQUAID fails to survive me, then I direct that this
ten (10%) percent share of my residuary estate be divided and distributed pro rata among
the other beneficiaries listed in this Article VI.
C. Ten (10%) percent to JAY SHOAFF and SHAWN SHOAFF, or to
the survivor of them. If both JAY SHOAFF and SHAWN SHOAFF fail to survive me,
then I direct that this ten (10%) percent share of my residuary estate be divided and
distributed pro rata among the other beneficiaries listed in this Article VI.
D. Ten (10%) percent to LINDA KRUGER, presently of New
Cumberland, Pennsylvania. If LINDA KRUGER fails to survive me, then I direct that
this ten (10%) percent share of my residuary estate be divided and distributed pro rata
among the other beneficiaries listed in this Article VI.
Page 5 of 12 Pages
E. Ten (10%) percent to SUSAN CASTRO. If SUSAN CASTRO fails to
survive me, then I direct that this ten (10%) percent share of my residuary estate be
divided and distributed pro rata among the other beneficiaries listed in this Article VI.
F. Ten (10%) percent to DOUGLAS DEFFENBAUGH, presently of
Waynesboro, Virginia. If DOUGLAS DEFFENBAUGH fails to survive me, then I
direct that this ten (10%) percent share of my residuary estate be divided and distributed
pro rata among the other beneficiaries listed in this Article VI.
EXECUTRIX
ARTICLE VII
A. Apaointment. I appoint my friends, LUCI STONE and KIZ
CAROLINE SMITH, to act jointly as the Co-Executrixes of this Will. If either LUCI
STONE or KIZ CAROLINE SMITH is unwilling or unable to serve, then the remaining
Executrix shall serve alone.
B. Bond. No bond or other security shall be required of any Executrix
appointed in this Will.
C. Comaensation. The Executrix shall receive reasonable compensation for
her services performed as determined by the Court in which this Will is admitted to
probate.
Page 6 of 12 Pages
CO-EXECUTRIX POWERS
ARTICLE VIII
I give my Co-Executrixes in addition to and not in limitation of the powers given by law or
by other provisions of this Will, the following powers with respect to settlement of my estate, to be
exercised from time to time in the discretion of my Co-Executrixes without further order or license
of the Register of Wills or of any court:
A. Investments. To retain any property, pending distribution hereunder, to
invest in or purchase any property without restriction to legal investments for fiduciaries, to
compromise claims, and to sell any property at public or private sale;
B. Securities. To hold shares of stock or other securities in nominee
registration form, including that of a clearing corporation or depository, or in book entry
form or unregistered or in such other form as will pass by delivery;
C. Litigation. To engage in litigation and compromise, arbitrate or abandon
claims;
D. Distributions. To make distributions in cash or in kind at current values, or
partly in each, allocating specific assets to particular distributees on a non-pro rata basis, and
for such purposes to make reasonable determinations of current values;
E. Tax Returns. To make elections, decisions, concessions and settlements in
connection with all income, estate, inheritance, gift or other tax returns and the payment of
such taxes, without obligation to adjust the distributive share of income or principal of any
person affected thereby;
Page 7 of 12 Pages
F. Loans. To pay off any loans I may have taken against any life insurance
policies owned by me that remain unpaid at the time of my death;
G. Borrowing and Encumbering. To borrow money from any person
including any fiduciary acting hereunder, and to mortgage or pledge any real or personal
property;
H. Property Management. To manage, control, repair and improve all real
and personal property;
I. Insurance. To procure and carry at the expense of the estate, insurance of
the kinds, forms and amounts deemed advisable by the Co-Executrixes to protect the estate
and the Co-Executrixes against any hazard;
J. Emnloyment of Attorneys, Advisors and Other Agents. To employ any
attorney, investment adviser, accountant, broker, tax specialist or any other agent deemed
necessary in the discretion of the Co-Executrixes; and to pay from the estate reasonable
compensation for all services performed by any of them;
K. Business Oaeration. If I have an interest in a business at the time of my
death, whether the same is a sole proprietorship, apartnership, or a corporation in which I
own all or a substantial interest or portion of stock, I authorize my Co-Executrixes,
subject to the terms of any agreement I may have made for the sale of my interest, to
continue such business, without order of court, until such time as they deem it advisable
to sell, liquidate or distribute the same in kind. My Co-Executrixes shall have all rights
and powers in connection with such business as I had when living, including by way of
Page 8 of 12 Pages
example and not limitation the powers to operate or join in the operation thereof as a
going concern, to form or re-form a general or limited partnership, to incorporate or re-
incorporate and to liquidate or sell the same or any part thereof, all as they deem
advisable for the best interests of my estate and of the beneficiaries thereof, without any
liability for loss resulting from the operation of such business except where such loss is
the result of gross negligence or fraud on the part of my Co-Executrixes. My Co-
Executrixes shall be entitled to receive, for their services in connection with such
business, such additional compensation as may be commensurate therewith.
L. General. To do all the acts, to take all the proceedings, and to exercise all
the rights, powers and privileges which an absolute owner of the property would have,
subject always to the discharge of their fiduciary obligations. The enumeration of certain
powers in this Will shall not limit the general or implied powers of the Co-Executrixes. The
Co-Executrixes shall have all additional powers that may now or hereafter be conferred on
the Co-Executrixes by law or that may be necessary to enable the Co-Executrixes to
administer the provisions of this Will, subject to any limitations specified in this Will.
NO ALIENATION
ARTICLE IX
No interest of any beneficiary under this Will or any codicil hereto shall be subject to
anticipation or voluntary or involuntary alienation.
Page 9 of 12 Pages
NO CONTEST
ARTICLE X
If any beneficiary or remainderman under this Will in any manner, directly or indirectly,
contests or attacks this Will or any of its provisions, any share or interest in my estate given to
that contesting beneficiary or remaindenman under this Will is revoked and shall be disposed of
in the same manner provided herein as if that contesting beneficiary or remainderman had
predeceased me without issue.
LEGALITY OF ARTICLES
ARTICLE XI
If any provision of this Will or of any codicil thereto is held to be inoperative, invalid or
illegal, it is my intention that all of the remaining provisions thereof shall continue to be fully
operative and effective so far as it is possible and reasonable.
TAXES
ARTICLE XII
All estate, inheritance and succession taxes, together with any interest and penalties
thereon, payable as a result of my death and imposed with respect to any property, whether or
not disposed of by this Will, shall be paid out of the residue of my estate.
Page 10 of 12 Pages
IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this my
Last Will and Testament, consisting of twelve (12) typewritten pages, including this attestation
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clause, to be executed, declared and published this ,L.-~ day of _,
2008, at River Chase Office Center, 4431 North Front Street, Harrisburg, Pennsylvania.
vt-~ ~ ~ aU ~5 ~~ C~J~~I' '~ ~ (SEAL)
DITH LOUISE WEAKLEY
Signed, sealed, published and declared by the above named JUDITH LOUISE
WEAKLEY, Testatrix, as and for her Last Will, in the presence of us and each of us, who, at her
request and in her presence and in the presence of each other, have hereunto subscribed our
names as witnesses thereto the day and year last above written.
ima I~YI dam"
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Residing at ~1~~-2~-~.~`~~
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Page 11 of 12 Pages
COMMONWEALTH OF PENNSYLVANIA
. SS.
COUNTY OF DAUPHIN
We, JUDITH LOUISE WEAKLEY, thLe Testatrix, ar;~ ,
~11N1A, rn - ~(I111(U~ and ~, . ,~70.11~-C S ,the witnesses, whose names are
signed to the attached or 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; that
the Testatrix signed willingly and executed it as her free and voluntary act for the purposes
therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed
the Will as a witness and that to the best of his or her knowledge the Testatrix was at that time
eighteen (18) years of age or older, of sound mind and under no constraint or undue influence.
JUDITH LOUISE WEAKLEY Witness
C_
Witness Witn ss
Subscribed, sworn to and acknowledged before me by JUDIT LOUISE WEAKLEY,
the Testatr~ixMand subscribed nand sworn to before me b ~ ,
~~ Y ~ ~ • ~~(~Sl~ and ~ . % /~,S` witnesses this
t~ r
G~~J~_ day of ~ , 2008
L.
Notary ublic
My Commission Expires:
COMMONWEfALTH OF PENNSYLVANIA
Notarial Seal
Tonya S. Stoneroad, Notary Public
Susquehanna Twp., Dauphin County
My Commission E~ires Nov. 29, 2008
Page 12 of 12 Pages Member. Penra:+y4vania Association Of Notaries
9806-1-5/Codicil/HDR/tmc 3/4/09 10:53 AM
FIRST CODICIL TO THE WILL OF
JUDITH LOUISE WEAKLEY
I, JUDITH LOUISE WEAKLEY ,presently of Cumberland County, Pennsylvania,
made my Last Will and Testament dated June 23, 2008, do hereby make, publish and
declare this to be a First Codicil to my said Will.
Substitution of Provision
Article IV on Page 4 of the aforesaid Will is hereby revoked and the following is ~,
,
,
C O c'
.,o =~?
_,,,
substituted in its place: ~
a. _.,. , : _.,
P"+_; ~~ ~~
_"t7~~ '~ ti%'~ t7
REAL ESTATE ~ < ~• __:. ~
~~
c ~ c-- a•
~ -~" t
ARTICLE IV :~~ ~ _
'':~ r~,=~
05
A. I give my real property located at 174 Willow Mill Park Road,
Mechanicsburg, Cumberland County, Pennsylvania (the "Mechanicsburg Property"), to my
friends, LUCI STONE and KIZ CAROLINE SMITH, as joint tenants with the right of
survivorship.
If the Mechanicsburg Property is subject to a mortgage or other
encumbrance at the time of my death, any remaining obligation secured by the mortgage or
encumbrance shall be discharged by the use of funds from my residuary estate so that the
beneficiary shall receive the Mechanicsburg Property free from the mortgage or
encumbrance.
If neither LUCI STONE nor KIZ CAROLINE SMITH survives me, then
my Mechanicsburg Property shall be sold and the proceeds added to my residuary estate.
B. I give my real property located at 930 Highway 340, Stanley, Virginia
(the "Virginia Property"), to AMY GOODE.
If the Virginia Property is subject to a mortgage or other encumbrance at the
time of my death, any remaining obligation secured by the mortgage or encumbrance shall
be discharged by the use of funds from my residuary estate so that the beneficiary shall
receive the Virginia Property free from the mortgage or encumbrance.
If AMY GOODE fails to survive me, then my Virginia Property shall be
sold and the proceeds added to my residuary estate.
Republication of Will
In every other respect, I hereby confirm and republish my Last Will and Testament dated
June 23, 2008.
Page 2 of 4
IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this First
Codicil, consisting of four (4) typewritten pages, including this attestation clause, to my Last
Will and Testament dated June 23, 2008 to be executed, declared and published this ~''' day of
2009, at
(SEAL)
r~d~l
DI H LOUISE WE K Y
Signed, sealed, published and declared by the above named JUDITH LOUISE
WEAKLEY, Testatrix, as and for her First Codicil for her Last Will, in the presence of us and
each of us, who, at her request and in her presence and in the presence of each other, have
hereunto subscribed our names as witnesses thereto the day and year last above written.
Residing at 3~~ ~ ~ ~-C~,$ Yyi-~'L.,
Residing at 30'x' l3/~,~s~,is~4 .fZd.
(,
~~ Residing at
;,
~/ 30 C'~,~-~ (,sIQ ~c~
C'cw,,~~ ~~ ~~I1. ~~ i~o+r
Page 3 of 4
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
. SS.
We, JUDITH LOUISE WEAKLEY, the Testatrix, and Clr-n~~ N ~ P P t--~ C'c~...)
`~ s a,., L_ W1C~ c,.--a Lc- and ~ G ~ ~ ,,~~ ~U ~zK ,the witnesses, whose names are
signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testatrix signed and executed the instrument as the First Codicil to
her Last Will; that the Testatrix signed willingly and executed it as her free and voluntary act for
the purposes therein expressed; that each subscribing witness in the hearing and sight of the
Testatrix signed the First Codicil as a witness and that to the best of his or her knowledge the
Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no
constraint or undue influence.
~~
ITH LO ISE E KL Y ess
- ~~
ss Witness ,`~
Subscribed, sworn to and acknowledged before me by JiIDITH LOUISE WEAKLEY,
the Testatrix, and subscribed and sworn to before me by C~~.S ~lU~, ~e (S S' ~J^J
~vsa.•~ G. /~j~i' c.~4 .1 ~ and ~f ~ ~ r, , L (~' p ~ k ,witnesses, this
19-'~`''` day of ~ , 2009.
' .W
otary Publi
(SEAL) ~M~~~-TH OF PENNSYLVANiq
ax~OpNer M. Hamma~, ~Y PubNa
Page 4 of 4 ~awerANen Twp., Gs
My Corrr-~lon E~ir~es Apd130~20~1 Yi
Member, Psnnaylvania Association of Notaries