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HomeMy WebLinkAbout08-18-09PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Bernice L Plvlev File Number Q~1 -l /~ ' t/ also known as ,Deceased Social Security Number 151-24-1371 Laura I. Hubsch. Susan L. Kemp. Chauncey A. Plyley. III. and William R. Plvlev Petitioner(s), who islare 18 years of age or older, apply(ies) for: (COMPLETE 'A' OR 'B' BELOW.) A. Probate and Grant of Letters Testamentaryand aver that Petitioner(s) is /are the Executors named in the last Will of the Decedent dated 8/6/2009 and codicil(s) dated (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 (If applicable, enter: c.t.a.; d.b.n.c.t.a.; pendente life; durante absentia; durante minoritate) Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following ~ouse (if any~ss'' d heirs:(If Administration, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) G_ ~ ~n Name Relationshi Resi T ' ~ G~ V ~ x~ ~ - ' , " f~ -~ ~ .J G - _~ - .. (COMPLETE INALL CASES:) Attach additional sheets ijnecessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his /her last principal residence at 47 Kitszell Drive Carlisle PA 17015 (List street address, town/city, township, county, state, zip code) Decedent, then 77 years of age, died on 8/11/2009 at Holy Spirit Hospital 503 North 21st Street Camo Hill PA 17011 Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ 150.000.00 (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ 200.000.00 47 Kitszell Drive, Carlisle, PA 17015 situated as follows: Wherefore, Petitioners) 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 -/~~ ~~ Laura I. Hubsch 1383 Benbrooke Lane, Northwest ~~.C~ZC ~ //~~ti/ CL Acworth GA 30101 L. Kemp Form RW-01 rev. 10.13.06 1204 Pheasant Drive South A. Plyley, III 1100 North 75th Street Page 1 of 2 Continuation of Petition for Probate and Grant of Letters Bernice I. PlylEy 151-24-1371 Decedent Name Page 1 Social Security Number Probate Requests SiB~h+~ Typed or printed name and residence R. Plyley 86 Wopowog Road 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~a~n,~d, subscribed before me the ___! ~_' ~ day of ','~. f.- ' W~" 1, For Register ~-~ ~ /~ c::,~ ca ..,~ ~ ~ - r Signature of Personal Representative ~ ~ ' ' ~ :- r- ~rn _ ~ Signature of Perso [ Represen rve = '~-~ "~-y ~ ~-~ .~ Ca) Signature ofPersonad Representative CJ'7 n File Number: ~' _ ~~ , y / ~ ~ v Estate of Bernice I. Plyley Deceased Social Security'(N~umber:151-24-1371 Date of Death: $1112009 AND NOW, ~ 1 _, in consideration of the foregoing Petition, satisfactory proof having been presented before me, T IS CRE that Letters7estamentarv are hereby granted to Laura I. Hubsch. Susan L. Kemo. Chauncey A. Plvlev. III. and William R. Plyley in the above estate and that the instrument(s) dated August 6.2009 described in the Petition be admitted to probate and filed of rec~~s the last Will (and Codicil(s)) of I~efiedent. ~ FEES Letters ............................. $ O~ V v Short Certificate(s) •.•••.•••... $ ~ Renunciation(s) ••••.••••.•••••• $ .... $ .... $ .... $ , .. $ .. ... $ . . $ ... . $ ... $ .... $ .... TOTAL ............................. $ of Wills Attorney Signature: Attorney Name: R. Mark Thomas Supreme Court I.D. No.: 41301 Address: 101 South Market Street Telephone: 717-796-2100 Form RW-02 rev. 10.13.06 Page 2 of 2 `,' _ ~ .~:~ , ~, , - -'-nZC'> G'~ ~.c..~~~ ~i ~ ~ x Y .- ~ ~'il (. _ ~= LAST WILL AND TESTAMENT - ~ `"' o , ',; BE IT REMEMBERED THAT I, BERNICE I. PLYLEY, a resident of Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding do make, publish and declare this to be my LAST WILL and TESTAMENT, hereby revoking any and all Wills and Codicils previously made by me. I I declare that I am not married, my beloved husband, CHAUNCEY A. PLYLEY, JR., having predeceased me, and that I have four (4) children, namely LAURA ILENE HUBSCH, SUSAN LYNN KEMP, CHAUNCEY A. PLYLEY, III, and WILLIAM R. PLYLEY. II I direct that all my just debts and funeral expenses shall be paid from my residuary estate as soon as practicable af<er my decease. III I direct that all taxes that maybe assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense ofthe administration ofmy estate. N I hereby give and bequeath to each of my grandchildren named below the sum of Five Thousand Dollar ($5,000.00): 1. Bevin Lynn Hubsch Franklin, date ofbirth: October 30, 1978; 2. Megan Ilene Rogers, date ofbirth: August 23, 1980; 3. Thomas James Hubsch, Jr., date ofbirth: March 22, 1982; 4. Erin Lynn Hamilton, date ofbirth: September 3, 1986; 5. Brittany Amanda Kemp, date ofbirth: October 16, 1988; 6. Chad AnthonyKemp, date ofbirth: October27, 1990; 7. Daniel Ross Plyley, date ofbirth: October2l, 1994; 8. Austin James Plyley, date ofbirth: June 8, 1996; 9. HeatherNicolePlyley, date ofbirth: February 2, 1998; 10. Ross Plyley, date ofbirth: June 6, 1998; and 11. Janine Plyley, date ofbirth: December 29, 2001. If any of the named grandchildren are under the age of eighteen (18), I hereby appoint my children as guardians ofthe monies hereby given. V All the rest, residue and remainder of my estate, whetherreal or personal, wherever situate, I hereby give, devise, and bequeath to my children, LAURA ILENE HUBSCH, SUSAN LYNN KEMP, CHAUNCEY A. PLYLEY, III, and WILLIAM R. PLYLEY, in equal shares, per stitpes. VI TRUST If any of my grandchildren inherit property pursuant to the provisions of this LAST WILL and TESTAMENT, other than the specific bequests listed above, then those sums shall be placed in a Trust with my son, CHAUNCEY A. PLYLEY, III, as Trustee. If my son, CHAUNCEY A. PLYLEY, III, is unable or unwilling to act as Trustee, I appoint my daughter, LAURA ILENE HUBSCH, as Trustee. A. The assets that are transferred to the Trust shall be divided into approximately equal shares for each of my grandchildren under the age of twenty-one (21) years of age. B. The Trust estate shall be administered until each beneficiary reaches the age of twenty- one (21} years. Until that time, the Trustee shall apply all net income and principal of the Trust estate as follows: 1) So long as my beneficiary is under the age of twenty-one (21} years of age, the net income of the Trust shall be paid to, or applied for the benefit of my beneficiary at such tirrres and in such amounts as the Trustee shall in his or her discretion deem necessary for his or her support, welfare, maintenance and education. Education shall be defined broadly to include not only that available in college, but also trade school and other similar training. In the event that the income shall be insufficient to provide my child with adequate maintenance, support, welfare or education, the Trustee may invade the principal of this Trust for this purpose. 2) The Trustee in exercising his discretionary authority with respect to the payment of income or principal of the Trust Estate to my beneficiary, shall take into consideration any income or other resources available to my beneficiary from sources outside of this Trust that may be known to the Trustee. The determination ofthe Trustee with respect to the necessity of making payments out of income or principal to my beneficiary shall be conclusive on all persons howsoeverinterested in the Trust. 3) The Trustee shall accumulate and add to principal any net income of the Trust not paid out in accordance with the discretion hereinabove conferred on the Trrstee. 4) In the event my beneficiary predeceases me or dies prior to the termination of this Trust, the interest of my beneficiary in the Trust shall cease, except that, if he or she is survived by any children, then the Trustee shall pay net income of the Trust to or apply the same for the benefits of such children of my deceased child, in such amount or amounts as the Trustee in his sole discretion may determine for support, welfare and rr~intenance. C. When my beneficiary reaches the age of twenty-one (21) years, a calculation of the property remaining in the Trust shall be made and the total thereof shall be distributed to him or her. D, My beneficiary of this Trust, shall not have any right to alienate, encumber, or hypothecate his interest in the principal or income of the Trust in any manner, nor shall any interest be subject to clains ofhis creditors or liable to attachment, execution orotherprocess oflaw. E. In order to carry out the purposes of this Trust established by this Will, the Trustee, in addition to all other powers granted by this Will, or by law, shall have the following powers over the Trust estate, subject to anylimitation specified elsewhere in this Will: 1) To retain any property received by the Trust estate for as long as the Tmstee consider it advisable. 2) To spend funds for the maintenance and repair of real property. 3) To sell at public or private sale, exchange or lease for a period of time, any real or personal property and give options for sale ofthe lease. 4) To execute and deliver any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions ofthis Trust. S) To borrow money and to mortgage or pledge any real or personal property. b) The Trustee shall maintain accurate records and accounts and shall render statements to my beneficiary hereunder showing receipts and disbursements of principal and income no less frequently than annually The Trustee shall serve without bond and shall receive fair and reasonable compensation for administration of this Tnrst, not to exceed five (5%) pen;ent ofannual income. ?) To distribute property in kind. 8) To do all other acts that are in his judgment necessary or desirable for the proper management, investment and distribution ofthe Tnrst estate. VIl I nominate, constitute and appoint my children, LAURA ILENE HUBSCH, SUSAN LYNN KEMP, CHAUNCEY A. PLYLEY, III, and WII,LTAM R. PLYLEY, as Co-Executors of this LAST WILL and TESTAMENT, to serve without bond. IN WITNESS WHEREOF, I, BERNICE I. PLYLEY, have set my hand to this IAST WILL and TESTAMENT this 6ei day of August, 2009. !% I. PLYLEY Signed, sealed, published and declared by the above-named BERNICE I. PLYLEY, and for her Last Will and Testament, in the presence of us, who, at her request and in her presence, and in the presence ofeach other; have hereunto subscribed our names as witnesses. ~d'`~ ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss I, BERNICE I. PLYLEY, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified acconiing to law, do hereby acknowledge that I signed and executed the instrument as my LAST WILL; that I sipped it as my free and voluntary act for the purposes therein expressed. Sworn or afI'irrned to and acknowledged before me by BERNICE I. PLYLEY, Testatrix, this 6`t' dayof August, 2009. / ~ /// MitiON P Y VANIA ~•~ Li'L/r ~~/ Notsrlal Seel Joette L. Mctiowan, Notary Public ~ tart' Public ,MechenksburpHera, WmberlerW Coun?+:. '~+y Commissfon Expires July 6, 20' AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss We, R. Mazk Thomas and ~) E/UD~J ~~0//l~ ,the witnesses whose names aze signed to the attached or foregoing instnment being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instnunent as her LAST WILL; that BERNICE I. PLYLEY signed willingly and that she executed it as her free and voluntary act far the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at the time 18 years of age or more, of sound mind and under no constraint or undue influence. ~aLV w.w5 xav (olM) LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for [his certificate, $6.00 This is [o certify that the information here given is correctly copied from an original Certificate of Death duly filed with me as Loca] Registrar. The original certificate will be forwarded to the State Vita] Records Office for permanent filing. P 15729550 Certification Number ~~ h tT3g~' AtlC~ 1 9 f 21 Local Registrar Date Issued L7 N o L. G •O ~ I m z ~ - v3 - i , co , ~ .~ C>~ -i -. W Q ST rlml9a Ptv n/m!! COMMONWEALTH OF PENNSYLVANIA • OEPANTMENT OF HEALTH • VRAL PECONUS 1YPEr~irw""a+r" CERTIflCATE OF DEATH o^°t Px (Sbb InatrueaonY and sxemPNY on Y.ven.) srnlE PUUr: wuWeen r, Me.a4PM+ln+.MlW.b,tP.W x4P 98alY&a9HYWeNV aowa4Mpurcn.M.YUc Bernice Plyley le 151 - 24 -1371 A uat 11, 2009 0./p iLa[Htln9 IM'MI IMMI 0.4Ya1M i. MfYYa M.Pb aCaM1 W ~ see w... ~ ww W.. ~ March 7, 1932 Patterson, Ia7 77 vuu Onerl..~ ^an.,~9wy: ra aWA ^rq ~m ! 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