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HomeMy WebLinkAbout02-18-10i PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND Estate of Chauncey A. Plyley, Jr. also known as COUNTY, PENNSYLVANIA File Number ~~' ~(~ "' ~~ S'Z, ,Deceased Social Security Number 142-24-8697 Susan L. Kemn Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW.) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the last Will of the Decedent dated May 22, 2001 and codicil(s) dated Executrix named in the (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 bom 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 (Ifapplicable, enter: c.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 anyl and 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.) t~•~ ~ ~ C " ti ~,_ ,~ Name Relationship ~=~,e -~ i. ~.~ W ~-: _~ --_ ~ , .,... ~ ~,: 'a (COMPLETE INALL CASES:) Attach additional sheets if necessary. ~ ' ~` Decedent was domiciled at death in Cumberland •• "" County, Pennsylvania with his /her last princi~''la residence atV '''~ ~,- ~;z 47 Kitszell Drive Carlisle South Middleton Townshi Cumberland Coun Penns lvania 17015 (List street address, town/city, township, county, state, zip code) Decedent, then 77 years of age, died on July 11, 2009 at Carlisle Regional Medical Center 361 Alexander S rin Road Carlisle PA 17015 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 $ 10,000.00 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: Susan L. Kemp, 1720 Douglas Drive, Carlisle, PA 17013 Form RW-OZ rev. 10.13.06 Page 1 of 2 .- ~ 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 ___1_~_~ ~ day of ac~rr~ For the Register of Personal Representative ~~~.~ucure v~ persona[ tcepresentative ~~tgnature of-Personal Representative File Number:_ C~ l -- ~ (~ - (~ l ~p~. Estate of Chauncey A. Plyley, Jr. ,Deceased Social Security Number: 142-24-8697 Date of Death: July 11, 2009 AND NOW, ,0~0! p , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT DECREED that Letters Testamentary are hereby granted to Susan L. Kemp and that the instrument(s) dated May 22, 2001 in the above estate described in the Petition be admitted to probate and filed of record as the last Will (and Codicilfcll ~f r~P~P.~P„* FEES Letters ............... $ y5• cx~ Short Certificate(s) ........ $_ . C~ Renunciation(s) .......... $ i O • c~~ ... $ 15 CX7 ~~U 1t~( l l3Y ... $ 5- V t7 Attorney Signature: R. Mark Thomas, Esquire $ Address: 101 South Market Street $ Mechanicsburg, PA 17055 ... $ ... $ $ Telephone: 717-796-2100 ... $ TOTAL .............. $_I ao . SZ~b'e'e' Form RW-02 rev. 10.13.06 Page 2 of 2 Supreme Court I.D. No.: 41301 C"3 cv " ~~+ C ~ ,_.. _ ~ ~'~ r'f'1 ~ .... l ~ ~ --{+ ~ " W `~~ t ~ ..y r"~ 1 ..r ...~ ~.,.y ~ C:t,'K4BERL14Ni~ t^t7L':~"[`Y. PI~IVNSYLt%,~ri,YIA~ :> N ~.,~ Eststr cif' C:I~utet~rr A_ Pl~l~r. Jr. . th~ix1 E, Chauncey A. Plyley III t.#'~twr.Rc~wrl in n~}~ c~pacity~ r+clatic+eeship as san of here abfit~~ 1Jaxaic~t. hcrcb~` t`Ge~+c~uru;e~ th,r right so admit suer' cht Esratr. of rbe Dcce~dGat and. e~s~tfully rcgte~st chat Lctt~ be issued to Sus~ea L~ztn IGemp ao a ~,, G~ Ii~Jr/ j~iratiwr~ 1100 N. 75th Street F.xc~~d ~ Rg~ster's (,?~.~ S~csrn w or af~reieed .~ stebs~rit>erd before tnc this ~}• at f3~epwr~ foe t~egistcr of ~-''i11s f~ Xm rNb rati Jaa: ~,~ Paragould, AR 72450 ~+<~r~~. ~~ ~~~, F.,x~r. crrrtad errrt of Rr,~~ster's B~-f~rr the und+cr~ign~:d rs~n,ally~ repp~;ee~i the party cxccutiny~ this:enw~cistirn any! ceniGa! il~t he rat she exr~cuted the c+ct2t~ciation tvr the putpo~s seated within nn tla.is .-~o~,t. da}~ rst'...l.Q~~~__~. _~aa.a ~4ts,ry I'tei~li~ ~[y ~urnmi5sic~~e Expires: ,Ss~~ .?,D /~ i'~:y,,~we a~ ~ rf!rr:.~n tier ~.•thcr ~::'fi<+ai ~.aRdit+C k. adsnn:.uci ~~uult+ ~GFr~r wac ar{ r~j+~ry,:,. ~- ~~{ 1~.-,:,ua sC ~,rnxr+~sa~.-~ . ,~:,~~~~••, JOYCE ROUTON ~„~NOr,P%* GreenQ (~~~ir?`~'` _,~,,~ ~~ 9....••p. ,• F~Ay Commission Expires ~••k^,"s~~ S ember 8, 2010 RENUNCIATION REGISTER OF WILLS CUMBERLAND CO~y, PENNSYLVANIA c3 ~=~ _~ ~ Y rn -.} ~~ ~.. ~ --t ~' C"*`i W cx~ A ~C .:. iU .1__.i i. J + +"~ ~~: -;, ~.~ ~::~ _.,. _~ .. _ ,; r. '~ t .Y' t Estate of Chauncey A. Plyley, Jr. Deceased I, William R Plvlev in my capacity/relationship as (Pent Name) son of the above Decedent, hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to Susan Lynn Kemp 1 (Date) Executed in Register's Office Sworn to or affirmed and subscribed before me this ~,y of Deputy for Register of Wills Form RW-06 rev. 10.13.06 C~~~ ~. (Signature) 66 Wopowog Road (Street .4ddress) East Hampton, CT 06424 (City, State. Zip) Executed out of Register's Office Before the undersigned personally appeared the arty executing this renunciation and certified tha# he or she executed the renunciation for the purposes stated within on this z7 ~ day of ~% ~ c~c~~ Z o 1 p Notary Pu c My Commission Expires: (Signature and Seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's Commission.) MARY A. MALKASIAN NOTARY PUBLIC MY COMMISSION EXPIRES MAY 31, 2013 ~. _, ` -. - ~ ~ ~_ ~. .. ~ e , N C .c+~~~ , ..I, { ~~ ~ ~ `ill ~' LAST WILL AND TESTAMENT ? == `~~'~' =~'~ < _~ ::~ -~~ f -.-, j ~ ~ ~. -,-, ~ BE IT REMEMBERED THAT `~~"' ~~ ,. .~ ~:~`T'~ -~' ~,,,~ :`a I, CHAUNCEY A. PLYLEY, JR., a resident of Cumberland County, Pennsylvania, be ni g 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 married to BERNICE I. PLYLEY, and that I have four (4) children, 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 after my decease. III I direct that all taxes that may be 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 of the administration of my estate. IV I give, devise and bequeath all my property, whether real. or personal, wherever situate, including any property over which I may have a power of appointment to my wife, BERNICE I. PLYLEY provided that she survives me by thirty (30) days. V If my wife, shall predecease or fail to survive me by thirty (30) days, I hereby make the following specific devise or bequest: A. To my daughter, LAURA ILENE HUBSCH I give the sum of ten thousand ($10,000.00) dollars. In the event that my daughter, Laura Ilene Hubsch shall predecease or fail to survive me by thirty (30) days then this gift shall lapse. VI All the rest, residue and remainder of my Estate, whether real or personal, wherever situate, including any property over which I may have a power of appointment shall be divided into three '+ ~, (3) equal shares with one (1) share passing to each of my three (3) remaining children, SUSAN LYNN KEMP, CHAUNCEY A. PLYLEY, III and WILLIAM R. PLYLEY, per stirpes, pursuant to the terms of the hereinafter Trust. VII TRUST If my wife shall fail to survive me by thirty (30) days and I have ~,ny grandchildren who inherit property under the terms of this Will who are under the age of twenty-one (21) years, I appoint my daughter, SUSAN LYNN KEMP as Trustee of the property that I have given to my grandchildren. If SUSAN LYNN KEMP is unable or unwilling to act as Trustee, then I appoint my son, CHAUNCEY A. PLYLEY, III as Trustee. If CHAUNCEY A. PLYLEY, III is unable or unwilling to act as Trustee, then I appoint my son, WILLIAM R. PLYLEY as Trustee. A. The assets that are transferred to the Trust shall be divided into approximately equal shares for each of my grandchildren who inherits property under the terms of this Will under the age of twenty-one (21) years of age. B. The Trust estate shall be administered until each grandchild 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 grandchild 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 grandchild at such times and in such amounts as the Trustee shall in his discretion deem necessary for his 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 grandchild 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 grandchild from sources outside of this Trust that may be known to the Trustee. The determination of the Trustee with respect to the necessity of making payments out of income or principal to my beneficiary shall be conclusive on all persons howsoever interested 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 Trustee. 2 • ~ _ ~ ti t H 4) In the event my grandchild predeceases me or dies prior to the termination of this Trust, the interest of my grandchild in the Trust shall cease, except that, if he is survived by any legitimate children born of a legal marriage, then the Trustee shall pay net income of the Trust to or apply the same for the benefits of such children of my deceased grandchild, in such amount or amounts as the Trustee in his sole discretion may determine for support, welfare and maintenance. C. When my grandchild 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 grandchild, as 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 claims of his creditors or liable to attachment, execution or other process of law. 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 any limitation specified elsewhere in this Will: 1) To retain any property received by the Trust estate for as long as the Trustee considers 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 of the lease. 4) To execute and deliver any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of this Trust. 5) To borrow money and to mortgage or pledge any real or personal property. 6) 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 Trust, not to exceed five (5%) percent of annual income. 7) 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 of the Trust estate. 3 r- VIII If any person or beneficiary under this Will objects to or contests the probate of this Will, or any part thereof, or attempts to revoke or avoid the probate thereof, or attempts to set aside, or takes any proceeding whatever, with the intended effect of voiding this Will or any part thereof, then and in that event any devise, bequest or benefit given to or conferred upon such person or beneficiary shall be and the same is revoked and annulled, and in that event such person or beneficiary shall receive no part or benefit of my Estate. IX I nominate, constitute and appoint my wife, BERNICE I. PLYLEY as Executrix of this LAST WILL, to serve without bond. If my wife is unable or unwilling to act in that capacity, then I nominate, constitute and appoint my children, SUSAN LYNN KEMP, CHAUNCEY A. PLYLEY, III and WILLIAM R. PLYLEY as Co-Executors of this LAST WILL, to serve without bond. IN WITNESS WHEREOF, I, CHAUNCEY A. PLYLEY, JR., have set my hand to this LAST WILL this ~~ day of ~ , 2001. ~~ ~ ~~~~ CHAUNCEY LYLEY, Signed, sealed, published and declared by the above-named CHAUNCEY A. PLYLEY, JR., as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses. 4 ~" 1 • ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND I, CHAUNCEY A. PLYLEY, JR., Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my LAST WILL; that I signed it as my free and voluntary act for the purposes therein expressed. CHALJNCE . PLYL , Sworn or affirmed to and acknowledged before me by CHAUNCEY A. PLYLEY, JR., Testator, this Z D-day of ~~~ , 2001. No Public Notarial seal ~nnp Carmody, Notary Public AFFIDAVIT i~iohaniosburo 6oro, Cumberland Country y Commission Expi~~es Mar.11,2002 COMMONWEALTH OF PENNSYLVANIA : ss. COUNTY OF CUMBERLAND We, 1P/' i l~ ~~iGy-'r~S and ~~"~°_ /'y~ • 1~ ~`~~~ ~~ ' the witnesses whose names are signed to the attached or foregoing instrument being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his LAST WILL; that CHAUNCEY A. PLYLEY, JR. signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge, the Testator was at the time 18 years of age or more, of sound mind and under no constraint or undue influence. Sworn or affirmed to and this Z z- day of /'~~ ~~ Not~r'v Public 5 ~ Notarial8eal Anna Carmody, Notary Public ~ Meah~-~iosbur~ Boro, Cumberland County My Cor~miseTon Expl-'es Mar. 11, 2002