HomeMy WebLinkAbout06-02-09PETITION FOR PROBA'~T,,E,AN,D~ GRANT OF LETTERS
REGISTER OF «"ILLS OF ~~,~~JVI ~,U'~l COLL~tTY, PE\~SYL`'A~L=~
Estate of ~ ~ C ~ n L • .C~r t G(GSo r\
also known as
Deceased
Petitioner(s), who is/are 13 years of age or older, apply(ies) for:
(CO;YIPLETE 'A' or 'B' BEL06~:)
Pennsylvania with his /her last principal residence at P" l e 55 r stn
tnt A. Probate and Grant of Letters Testamentary and aver that Petitioners rs are the Fl r5-I" Sv CCU SSo r nar:ted in the
last Witl of the Decedent dated 5 ~ ~~It~w~,b-y- and codicil(s) dated
(State relevant circumstances, e.g., renunciation, dent/: 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
(IJapplicable, enter: c.t.a.; d. b. n. c. t. a.: pendente life; durante absentia; durnirte~tsitloritate)
_. ~_~
Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following spo`irs~7_ (if any) a~ieirs: (1f -
Adntinistration, c. t. a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) ~~ r-= '*'
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Name Relationshi Residence-
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(CO;YIPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in~smher~ un ~ Gain c
(List street ad Tess, town/city, torvnshrp, county, s at te, zip code)
Decedent, then ~_ years of age, died on N-t ~~~~ at }-}~j ~~ r r t '{" ~ ~ o tT_. ,~,~~ {~Z ~
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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
sihtated as follows:
$ I ~S~ OvO
Wherefore, Petitioner(s) respectfully request(s) the probate of thz last W ill and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to
the undersigned:
or orinted name and residence
d1~-
File Number A ~ ~~ ~S ~~J
Social Securty Number (~ S 9 - 0 5 3 0 1 8
I~~~
Form R6V-t7? rev. !0.13.06 Page I Of 2
Oath of Personal Representative
COMMONWEALTH OF PEi~'SYLVANLA
(~ S S
The Petitioner(s) above-named swear (s) or affirm(s) that the statements in the foregoing Petition are hue and coned 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 i}~e the ~ day of
/LU Gc (ili .
ojPersonnl Representative
Signature ojPersonnl Representative ' C-? c
~~
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the Register Signature ojPersonnl Representative :V
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C' .%
Fil Number: ~ ~ ~~ ~~~ t~t~~
Estate of ~(~n - ~ r I~h-JV+'~ , Deceased
Social Security Number: ~~~~ ~ ~ ~ J ~ Date of Death: 1~ tl-
.AND NOW, , in con ideration f the foregoing Petition, satisfactory proof
having been presented before m/~, IT IS DECRIEED~`that Le~tt(ers
are hereby granted to [ )~~j~ ~CJ C.- r1G~JU n
in the above estate
and that the instrument(s) dated 'S C
described in the Petition be admitted to probate and filed of record as the last Will (and C9dicil(s)~of Decedent. n fl (~ ^ .
FEES ~,]~,] ~ ~~~
Letters .. UD~
..~?J.~.~ ...~ ~/~,~
$
Short Certificate(s) ...~ . .. $ 2-d Attorney Signature:
Renunciation(s) ........
t r I .. $
$ ~ ~
Attonrey Name:
. .. $ /~ Supreme Court LD. No.
2 . .. $~
$ Address:
. .. $
. .. $
. .. $
• • $ Telephone:
_ . .. $
~~oTAL ............ .. $ i
n.„~ Rtv-r,' ~~ev io t ~ or Pay e 2 of 2
105.80~ REV IOI/07)
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $6.00
a., `~ ~ ~,
~~~
Certificafion Number
This is to certifi that the information here gi~ri n i
correctly copied from an original Certificate of Deat
duly filed with me as Local Registrar. The origin
certificate will he forwarded to the State Vit Records Office for permanent filing.
(~'. ~~ ti _5' 3/ ~ / ~ 9
Local Registrar Date Issued
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nlo5~la3 REV n¢oa COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
TYPE; PRINT IN
PERMANENT CERTIFICATE OF DEATH ~, ~ C'i ~~ 13
BLACK INK (See instructions and exam les on reverse
P ~ STATF FII F NIIMRFR
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1 Name d Decedent (First, middle. last, sugix) 2. Sex 3. Social Security Norway 4. Dam d Oean (Mamh, Gy, year)
Helen Louise Erickson Female 059 -05 - 3018 5 29 09
s age anal einnGyl undEr 1 @ wGr 1 G 6. Date a am Mash, G , ear 7 c' ard state «1« mlm ea. Platy a Dean cnecL
Maws Dave Roan Mnume IrospiW: Olney
91 Yrs. 8 5 1917 Washin on lrpawnl ^ ER I Oup alwnt ^ DOA ^ Nursag Nome ^ RasbarKe ^ oN@r Sp@aH:
Bb Coumy of Dean & Ciry, Bono, Twp. of Death Sd. Fadliry Name (If rla psaulion, gh'e greet and nunib«) 9. Was OecetleM d laspanc Orign7 g] No ^ Yes t0. Race: American altlian, Blaca, Wtvm. etc
(d yes, speedy Cldnn, (Syxscdyy
Cumberland East Pennsboro
Mexican, Porno Riven, eb.) White
Hol Sir'
11 Decednts Uswl Oc atbn Kind a work done arti moss d wor ' tae Do riot amts nt 12. Was Dac•tlad aver n dr 13. DxaGa'a Educatlan (Speciry onH nign•s grade cwnplelwl 11. Mann) Snws. Marrwd, Never Married, 15. Swvmng Spas• Id wG, W maden npwl
Knd al WOle Ninda Buslresa/IrdusOy U S. Armed Faces? Wgowe4 Div«Latl (Specify)
ElemaMarylSecaMary (412) Coae9e (1d «5~)
Business Office ^ Yea No
t6. Decedent's Mailing Atl ass (Sheet city! sown, Style. zip code) Decedents ~ Dec~t
Pennsylvania Livena pc Yes
Decedem Lrvetl in LIDUeT' A11Pn Twp
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15. Falhefs Name (Frst mitltll6, mat, sutlix) 19. Mother's Name (First mwWe, maiden surname)
Howard Ho er
20a Inlormaa's Name (Type i Print) ZDD. Informants Maaag Address ISUep, dry /form, paM, zp code)
Bruce Erickson 3912 Rid eland Blvd. Mechanics PA 17050
21 a. Method of Dlsposnwn [~ Cremation ^ Donation 21b. Dale d Disposition (Morin, day, year) 21c. Place of D'aposilwn (Name d cem@lery, «ematory or Drier pncel 21d. lowbon (Cayltown, sale, zp code)
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^ 5/30/09 Evans Cremation Service LeOla PA 1754
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Dlsposnwn Permit No. U •7175 (p d 1
WH.L OF HELEN L. ERICKSON
I, Helen L. Erickson, of Clearwater, Pinellas County, Florida, make this Will and revoke all
previously made wills.
ARTICLE ONE
I am married to Edwin M. Erickson ("my husband"). We have two children: Carol L.
Smith and Bruce W. Erickson ("my children").
ARTICLE TWO
I give all tangible personal property to my husband. If my husband does not survive me,
Schedule A of the Trust Agreement (described in Article Three) will become effective. This
schedule contains the financial assets and a list that disposes of varied tangible personal
property items. I give the balance of my tangible personal property to my children, to divide
as they agree. I may amend or change this schedule or list in the future; the stn~with ~?e
_,~ ~_
latest date will control. `, `'--~ _.~
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ARTICLE THREE , ~, , ___
I give all the rest and residue of my estate to my husband, Edwin M. Erickson:-~f he dies
..,,
not survive me, I give all the residue of my estate to the Successor Trustee of the Trost
Agreement of Edwin M. Erickson and Helen L. Erickson, dated June 12, 1987, as
amended from time to time. The Successor Trustee will administer and dispose of the residue
as part of my trust as it exists then.
ARTICLE FOUR
I appoint my husband, Edwin M. Erickson, the personal representative of my estate. If he
is unable or unwilling to serve, I appoint my son, Bruce W. Erickson, as my first successor
personal representative. If he is unable or unwilling to serve, I appoint my daughter, Carol
L. Smith, as second successor personal representative and if she is unable or unwilling to
serve, I appoint my daughter-in-law, Janine M. Erickson, as third successor personal
representative. My eventual personal representative has full power to sell any real property
of my estate, without authorization of court.
I now sign this will on S~~{e~ h ~t~ ,2 ~5
,,
Helen L. Erickson
Helen L. Erickson signed and declared the preceding as her Will in our presence. We, at her
request and in her presence and in the presence of each other, now sign as witnesses on the
date written above.
/ ° ~ ` ~ ~~ '~ i~,f
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Eric A. Houghton, Attorney-at-Law ^ P.O. Box 1466, Dunedin, Florida 34697 ^ Phone (727) 736-1560
-2-
State of Florida
County of Pinellas
I, Helen L. Erickson, declare to the officer taking my acknowledgment of this instrument,
and to the subscribing witnesses, that I signed this instrument as my will.
Helen L. Erickson
_--- , , --- -r-
We, T:~ -' u P,+ ~-~i, ~ ~~ ~ ~. ,' ~ ~~ and ~-J C ~~ h ~` c u ~ L S ,have
been sworn by the officer signing below, and declare to that officer on our oaths that the
testator declared the instrument to be the testator's will and signed it in our presence and that
we each signed the instrument as a witness in the presence of the testator and of each other.
dh/ j f ~, /f//r
Witness Witness
Acknowledged and subscribed before me by the testator, Helen L. Erickson, who is
personally known to me, and sworn to and subscribed before me by the witnesses,
zt~.~. L~ ~ ,-~~.~~~?~--~ ,who is personally known to me ~~ or who
has produced ,~,(~;J;~,,~~" ~ ~;% ,~:~.;;;,=,, ,G~- ~~.ti.~-~.- as identification, and
~~~--~ =~~ ~~.~- ,who is personally known to me ~ /y or who has
produced ~„~,~~~,Ld'~~ ,,~~,,~,_,;w~ ~~.-c..~--~_-K--= as identification, and
subscribed by me in the presence of the testator and the subscribing witnesses, all on
_,_. _ ,
~ a
Rebecca B. Houghs Rarer a HOUgM«,
Notary Public :~ nfi, cornmi:,;o„ oD042802
~~
~a nt~' ExP~ A~fl~ ~. 2005
Eric A. Houghton, Attorney-at-Law ^ P.O. Box 1466, Dunedin, Florida 34697 ^ Phone (727) 736-1560
-3-
FIRST AMENDMENT
TO THE TRUST AGREEMENT OF
EDWIlIT M. ERICKSON and HELEN L. ERICKSON
Under ARTICLE X of the Trust Agreement of Edwin M. Erickson and Helen L
executed on June 12,1987, Edwin M. Erickson and Helen L. Erickson, the Grantockson,
Trustees, amend the Trust Agreement as follows: rs and
~,~
I. The second, third and fourth sentences of the o enin T~ v
P g Paragraph are depl and;~he
following substituted: -
rte, _
Upon the death or incapacity of either Grantor, the other
:~ ~,
Trustee. If both Grantors are unable or unwillin to se Grantor will --serve as-_sole
$ rve as Trustee, then the Grarrt_ ers'
son, Bruce W. Erickson, of Mechanicsburg, PA will serve as First Successor Tru
the Grantors and Bruce W. Erickson are all unable or unwillin to serve stee. If
the Grantors' daughter, Carol L. Smith, of Concord, MA, will ~rve as Secondustee, then
Trustee. Successor
II. The last sentence of Article I is deleted and nothing is substituted in its
place.
III. Article II is deleted and the following new Article II is substituted in its
place:
I. After the death of both Grantors, this trust is irrevocable. At the death
Grantor, the Successor Trustee will pay: of each
A. Any taxes, attorney's fees, or other costs of administering the estate of
Grantor. the
B. The Grantor's legal debts and any unpaid charitable pledges.
C. The expenses of Grantor's last illness and funeral.
2. The Successor Trustee, after making the payments under para rah 1
Grantors, will distribute the balance of the trust estate as follows: g P for both
A. A one-third (~/s) share to the Grantors' daughter, Carol L. Smith. If she do
survive both Grantors, then this share to her brother, Bruce W. Ericksones not
B. Atwo-thirds (2/s) share to the Grantors' son, Bruce W. Erickson. If he does not
survive both Grantors, then the Successor Trustee will distribute this two-thirds
(2/s) share to his wife, Janine M. Erickson, as trustee for their two children,
Eileen and Brian. As trustee she may from time to time use all or a portion of the
income and principal for the proper care, support, maintenance and education of
Eileen and Brian. She may spend varying amounts for the children based on their
individual needs and requirements (thus, she does not have to spend equal
amounts for the benefit of the children). When Eileen reaches the age of 30 years,
the trustee will distribute one-half of `one available balance of the trust to her.
When Brian reaches the age of 30 years, the trustee will distribute the remaining
available balance of the trust to him.
IV. Paragraphs A and B of Article III are revoked and the following new Paragraphs A and
B are substituted:
The Trustees and the Successor Trustee shall have full power:
A. To sell, exchange, or convey title to real estate and real estate interests that are
part of the trust estate.
B. To invest and reinvest the trust assets in any real or personal property, including
the Grantors' home at 2546 Bramblewood Drive West, Clearwater, Pinellas
County, Florida, other real estate, certificates of deposit, annuities, insurance
policies and other securities, as the Trustees or the Successor Trustee deem
appropriate.
V. We confirm all other portions of the Trust Agreement of Edwin M. Erickson and
Helen L. Erickson, executed on June 12, 1987.
Dated: ~~T ,ZS, Sao Z
~" ~Yf L~2~~-~~ ~~
Helen L. Erickson, Grantor
~~ / /!Y ,
Edwin M. Erickson, Grantor
-2-
Edwin M. Erickson and Helen L. Erickson signed and declared this Trust Amendment in
our presence. We, at their request and in their presence and in the presence of each other,
now sign as witnesses on the date last written above.
~.! ~ ,
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Eric A. Houghton
`-~ ~ ~ /i _
Rebecca B. Houghton ~-~
1515 Bayshore Blvd. #28
Dunedin, FL 34698
1515 Bayshore Blvd. #28
Dunedin, FL 34698
Approved and accepted by Trustees on ~~ ~ ~.~ ~ ~- r .~5 , .,Z a o,,~
Edwin M. Erickson, Trustee
E ° ~-~- l ~ l ~ lt`ti_~_
Helen L. Erickson, Trustee
State of Florida
County of Pinellas
Edwin M. Erickson and Helen L. Erickson, the Grantors and Trustees, who are
personally known to me, acknowledged this instrument before me on
~~ J
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Rebecca B. Houg-l~ton
Notary Public
This instrument prepared by:
~~~ Rebecca B Houghton
My Commission DD042802
~a ~ Expires August O8.200b
Eric A. Houghton
Attorney at Law
Post Office Box 1466
Dunedin, Florida 34697
-3-
SECOND AMENDMENT
TO THE TRUST AGREEMENT OF
EDWIN M. ERICKSON and HELEN L. ERICKSON
Under ARTICLE X of the Trust Agreement of Edwin M. Erickson and Helen L. Erickson,
executed on June 12,1987 and amended on September 25, 2002, Edwin M. Erickson and
Helen L. Erickson, the Grantors and Trustees, amend the Trust Agreement as follows:
I. Article II is deleted and the following new Article II is substituted in its place:
_ . Arier the death of both Grantors, ibis trust is irrevocable. Ai the death of each
Grantor, the Successor Trustee will pay:
A. Any taxes, attorney's fees, or other costs of administering the` estate of~e
Grantor. - `~ 41~
=-,
B. The Grantor's legal debts and any unpaid charitable pledges. -~ _ ~-' `"~
~y
C. The expenses of Grantor's last illness and funeral
2. The Successor Trustee, after making the payments under paragrapfi 1' for both
Grantors, will distribute the balance of the trust estate as follows:
A. A one-half (1/2) share to the Grantors' daughter, Carol Erickson Smith. If she
does not survive both Grantors, then this share to her brother, Bruce W.
Erickson.
B. A one-half (%2) share to the Grantors' son, Bruce W. Erickson. If he does not
L. ~1., !'~ F ~-1...>-~ Il.o C!,.n...zr.n~ r:,r.~C~.,o .c ~i~l rwl.~htil~+»4o th~o /~~~P_~~a~~~t~.l
SLilY'fVG llVLll Vl(AYlF,ViJ, Lli'v11 Lii4 VL.La+~vL..r.SVr _iL.aus.vv v'ti 1 iL...L~. _. .. ._ i. ~~ ~
share to his wife, Janine M. Erickson, as trustee for their two children, Eileen
and Brian. As trustee she may from time to time use all or a portion of the income
and principal for the proper care, support, maintenance and education of Eileen
and Brian. She may spend varying amounts for the children based on their
individual needs and requirements (thus, she does not have to spend equal
amounts for the benefit of the children). When Eileen reaches the age of 30 years,
the trustee will distribute one-half of the available balance of the trust to her.
When Brian reaches the age of 30 years, the trustee will distribute the remaining
available balance of the trust to him.
II. We confirm all other portions of the Trust Agreement of Edwin M. Erickson and
Helen L. Erickson, executed on June 12, 1987 and amended on September 25, 2002.
1" __ _
Dated:
Helen L. Erickson, Grantor
-~ $ %J ~%
Edwin M. Erickson, Grantor
Edwin M. Erickson and Helen L. Erickson signed and declared this Trust Amendment in
our presence. W e, at their request and in their presence and in the presence of each other,
now sign as witnesses on the date last written above.
Eric A. Houghton
--~
fi ~ , : ~ ~, - - ~' ' ~~~1~~ ~ ~~~a:L~ t ~-~
Rebecca B. Houghton
Approved and accepted by Trustees on
1515 Bayshore Blvd. #28
Dunedin, FL 34698
1515 Bayshore Blvd. #28
Dunedin, FL 34698
,t .„ _ _.
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Edwin M. Erickson, Trustee
I~elen L. Erickson, Trustee
State of Florida
County of Pinellas
Edwin M. Erickson and Helen L. Erickson, the Grantors and Trustees, who are personally
known to me, acknowledged this instrument before me on ? ~ t- ~ ~~ ~~ •~; .- , .:?,C~ °a
.~pRY Ib REBECCA 8. HOUGHTON ' ~, ~ _.
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* MY COMMISSION # DD 449807 ~ ~r,~ i~ ,. ,~ , Y , ~<«~ ' ~ c v ~..
* EXPIRES: August 8, 2009 '
`"l~ P~°P BondedThruBudgetNotuyservices Rebecca B. Houghton
7FOF Flo
Notary Public
This instrument prepared by: Eric A. Houghton, Attorney at Law, Post Office Box 1466, Dunedin, Florida 34697
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