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HomeMy WebLinkAbout03-04-10PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA ~A n1 Estate of CALVIN / ~ / ~ `~ i/,f~ i/ File Number 21 2010 ~ 2~ also known as Deceased Social Security Number 192-30-1396 Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' OR 'B' BELOW.) 0 A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the EXECUTOR named in the last Will of the Decedent dated 9/27/2001 and codicil(s) dated NONE (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; durance 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 Administration, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his /her last principal residence at Iulno~t=sFX 7wP 349 MAPLE LA CARLISLE PA 17013 (List street address, towrdcity, township, county, state, zip code) Decedent, then 71 years of age, died on 2/28/2010 at 349 MAPLE LANE. MIDDLESEX TOWNSHIP CARLISLE PA 17013 Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ 6.UW.Uo (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ 0.00 NONE 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 _ w ~ ~~LI ~_ ~ `_ Qc JEFFREYA_MCCAUSLIN_ __--_ _ _ _- ___^ Form RW-02 rev. 10.13.06 Page 1 of 2 (COMPLETE INALL CASES:) Attach additional sheets if necessary.Z'~' ~' `~ ~ .C' Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA ; SS COUNTY OF CUMBERLAND 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 affirme d subscribed " Signature of Personal Representat a A-.t~L FFREY A. ~ of before me the _ day /1/J ~' G~ v5' j,,~ 7T~ w Signature of Personal Representative o esa ~. {~ ` _ .~ ~- ~ or the Re iSter Signature of Personal Representative ia3 ~"' ~'~_~ ~J ~.... ~7 .C' wry; _S 3 ~ ~"'". ~ C~: t - n / ~ ~ Z j ~D 1~ ~~ ; ~,w ~~ ~'~' File Number: 21 t ~~ ~ . y ' .:~ Estate of CALVIN A. SA ~`^ /17 `~~s¢t/$~~,/ ~ ,Deceased Social Security Number:192-30-1396 Date of Death: 2/28/2010 AND NOW, ~ ~ ~~ , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IS DECREED that Letters TESTAMENTARY _ _ - are hereby granted to .~FFFRFV e_ MrCAUSLIN in the above estate and that the instrument(s) dated 9127/2001 __ described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent.. FEES UO egis er of Will Letters ............................. $ Short Certificate(s) •••••••••••• $ ~ Attorney Signature: Renunciation(s) $ ~ ' ~ $ ~S- ~ Attorney Name: • • • • $ 23' S ~ Supreme Court LD. No.: 24849 ~iiYr.o. ~t~ .... $ 5 of ,••, $ Address: 54 E. MAIN STREET '•'• $ MECHANICSBURG .... $ .... $ PA 17055 .... $ $ Telephone: 717-697-4650 t~ 0 TOTAL ............................. $ Form RW-02 rev. 10.13.06 Page 2 of 2 (os.sos Rr--,~ ro(m;, 2l ~~-o zl~ LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $6.00 P 16244618 Certification Number This is to certify that the information here given is correctly copied from an original Certificate of Death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. Local Kegistrar Date Issued hJ G .X3 Q i} ~ ~-t pr b3`_. '~'t7 -; - - ' ~ 1 ~ x f"~ ..~ U7 ~"` ~ L~ ~ ~ ~ s_ i..~ CJ ~ ~ f -T r'r'1 p Hlas119 RE•/ 11R00N COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VRAL RECORDS 1VPE / PRNiT li CERTIFICATE OF DEATH (See Instructions and examples twt reverse) STATE FILE NUMBER b 1. Nerlr a DecedYl IFa'eL neaa..IeN aal 2. Sr a SadN Sewrlly e. Due a Derr (Mme, dry, rwl e~Y1v, ~ - n~tcCQ.u~~,t.~n r~l 2 O - (act ~aF l - o S. Aqe (LM NMNNeYI lhidr t ltaer 1 e. DW d Btr (Marts. 7. BINpYO• erd sins a ) r. %ew d DseNt (ChsGt me) 2~ ,',l8' Mechanicsburg, Pa. ~ -'I ~ Y°""` °ps "°" "`"" rn ~ mo.wm ^Earowr.m ^ooA NwrayNmr ^omY-sway m. Oaary d Oer, &. CNy, Bore. Twp. d DrN Bd FecrKy Name (N ru ir,Niaort Ws rsr ar aaroY) 9. Wr DecaOer d IMepanb OdgN7 ^ Yr 10. Rea: Anadcen Mm. Srck WNr, er. Cumberland Middlesex 349 Maple Lane (N w...o.aw awn M p r d w (spsaY~j I QJ000~ Tt~ rn a a a onacl . 11.OerdY[e UrYI d wet G orr mor d Ile Ds ratYr 12 Wr Oeoederl wa n h 13.Oeoederfa EOraYOn (3paar aey I1pMel ¢ab aammP lsrdl ,e. MYiW SMU: Menr4 Nerr Mertkd. 7S. SuvFYp $pa we (II wr, qw nuYr nenie) NiN a wak IOM d Berm / Me6Y U.S. AmYd Few? Ernrnrry / Ssogtylry 1P121 11 UaMP (t~ a 5i) Y/bawsd.ONaceE Ghw+ac r ^Na DVOr~ ,a. oealaaa'e wrw Amer (sD.ec ear / ~, reea »P are) ob oerdea eseX oesdenre pa ,3L1~ ~~~ ~.(~ CGS' ~ S (e , Add Reerrre lh 9W Lta 1n a 17c. Oecred lhed in Twp. Cumberland Tw"""'°? na ^ lJwdwahn ,7D ad ~ ~ d ~/~ . r , ,N.FraYsNrr(Firstrrddle.le0.a6D) Ergie MCCauslin 'NMahreNYa.cRm.raa.n.areararl Margaret VOgelsong 20t tMnrl's NYr (Type I Prinq Jeffrey McCauslin 200. IramYfa MsYaq Ad6er (!rar, r NYa, rre ,4 cads) 9 Glacier Lane New Bloomfield, PA 17068 21e. Mahd ^Cmrfon ^ DarWion ~ 21 D. C,W a Oieporim (Ilarri, rY, reeA 21c. 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Y•er) grCl~- 3 7t %a roL-t~-- (Xel/ ~/~' 7a i otgoYUan Permq No. G N ~ ~ ;337 .~ na C"1 0 o -r ~~~ n LAST WILL AND TESTAMENT _ CALVIN A. MCCAUSLIN ~c->~-~ x. ;; ' r.~0-~ :~C ~ , .. ~~ `~= a r ~, , I, CALVIN A. MCCAUSLIN, of Cumberland County, Pennsylvania, being of soun~~ ~~~~,--„ mind, memory, and understanding, make publish, and declare this to be my Last Will, and hereb;~ revoke all wills and codicils previously made by me. ITEM 1. I direct that all my just debts, and the expenses of my illness and burial, including any necessary grave marker or any necessary inscription thereon, shall be paid from the assets of my estate as soon as practicable after my death and as part of the expense of the administration of my estate. ITEM 2. I give, devise and bequeath the rest, residue and remainder of my estate, real, personal or mixed, of whatever nature and wheresoever situate that I may own or have the right to dispose of at the time of my death to my six (6) children, in equal shares, per stirpes. My six children are JEFFREY A. MCCAUSLIN, CAROLE E. HILL, JO-ANN CLIMER, DANIEL L. MCCAUSLIN, BRIAN C. MCCAUSLIN and AMANDA TRUMAN. ITEM 3. Should any beneficiary of my estate be under twenty-five (25) years of age, I direct that the share of such beneficiary shall be paid unto my son, JEFFREY A. MCCAUSLIN, as Trustee for said beneficiary, on the following terms and conditions: (a) My Trustee shall divide this sum into equal shares corresponding in number to my beneficiaries surviving me, and each share shall be held in a separate trust for each of my surviving beneficiaries. Document #: 216861.1 / Q ~~ lv- 4_ Lil/Tlf' CJ~ CALVIN A. MCCAUSLIN .. (b) My Trustee shall hold, manage, invest and reinvest the shares so received, and the accumulation of interest, and use and apply from time to time such portion of income and principal thereof as he deems necessary for such beneficiary's health, maintenance, comfortable support and education, or to make payment to any personal guardian of such beneficiary. The term "education" means technical, preparatory, college, graduate and professional education while enrolled in good standing in a recognized educational institution. (c) Any principal or income not so applied shall be distributed to such beneficiary when he or she attains the age of twenty-five (25) years. (d) All shares of principal and income hereby given shall be free from anticipation, assignment, pledge or obligation of the beneficiaries and shall not be subject to any execution or attachment. (e) Should any beneficiary die prior to the termination of the trust fund, I direct that any balance remaining in his or her fund shall be distributed to the issue of said beneficiary. If said beneficiary is not survived by issue, I direct that any balance remaining in his or her fund shall be distributed to my surviving beneficiaries in accordance with the ratios set forth in this my Last Will. (f) In the event my son, JEFFREY A. MCCAUSLIN, shall predecease me, cease or be unable to act as my Trustee, I appoint my daughter, CAROLE E. HILL, to act in that capacity. ITEM 4. In addition to powers granted by law or by other parts of this Will, my Executor shall have the following powers. Document #: 216861.1 ~,,,,//~~ ~ / CALVIN A. MCCAkJS~ ' ... (a) To retain any and all assets of my estate, real, personal, or mixed, without regazd to any principle of diversification,risk, or productivity, except as may be otherwise expressly provided herein; (b) To sell at public or private sale, to exchange, to lease, to pledge, to mortgage, to transfer, to convert, or otherwise dispose of, and to grant options with respect to, any and all property, real, personal, or mixed, at any time forming part of my estate in such manner, at such time or times, for such purposes, for such price or prices and upon such terms, credits, and conditions as may be deemed advisable; (c) To invest and reinvest the property in stocks, bonds, mortgages, notes, insurance policies, annuities, common trust fund participation, or other property of any kind, real, personal, or mixed, irrespective of any statute, case, rule, or custom limiting the investment of trust funds, except as expressly provided otherwise herein; (d) To settle, compromise, contest, prosecute, or abandon claims in favor of or against my estate as may be deemed advisable; (e) To allocate receipts and disbursements to principal or income or partly to both and to ascertain principal or income in accordance with the laws of the Commonwealth of Pennsylvania; (fj To make distribution or division of the estate in cash, in kind, or partly in both; and to postpone distribution by agreement with a beneficiary; (g) To exercise any law-given option to treat administration expenses either as income tax or estate tax deductions, without regazd to whether the expenses were paid from principal or income, and without requiring reimbursement; and Document #: 216861.1 ~~~: ~~ ~l~l~ CALVIN A. MCCAUSLIN ..~ (h) To disclaim any inheritance or transfer. ITEM 5. No bond shall be required by my Executor, but if bond is nevertheless required, it shall be without surety. ITEM 6. I direct that all estate, inheritance, succession, death or similar taxes, (except generations skipping transfer taxes) assessed with respect to my estate herein disposed of or any part thereof or on any bequest or devise contained in this my Last Will (which term whin used herein shall include any Codicil hereto), or any insurance upon my life or any property held jointly by me with another or on any transfer made by me during my lifetime or on any other property or interest in property included in my estate for such purposes, be paid out of my residuary estate and shall not be charged to or against any recipient, beneficiary, transferee or owner of any such property or interest in property included in my estate for such tax purposes. ITEM 7. I nominate and appoint my son, JEFFREY A. MCCAUSLIN, as the sole Executor of this my Last Will, to serve without bond for the faithful performance of duties in any jurisdiction. In the event that my son, JEFFREY A. MCCAUSLIN, is unable to serve as my Executor, I nominate and appoint my daughter, CAROLE E. HILL, as the sole Executrix of this my Last Will, to serve without bond for the faithful performance of duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand this ~ day of ~a!°,Qf , 2001. CALVIN A. MCCAUSLIN Document #: 216861.1 ~~JJ ~.Yu ~ Cam' CALVIN A. MCCAUSLIN The preceding instrument consisting of this and four (4) other typewritten pages identified by the signature of the Testator was on the date thereof signed, published and declared by CALVIN A. MCCAUSLIN, the Testator therein named, as and for his Last Will and Testament, in the presence of us who, at his request, in his presence and in the presence of each other, have subscribed our names as witnesses hereto. // of of , -~, Document #: 216861.1 ~ / CALVIN A. MCCAUSLIN COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND We, CALVIN A. MCCAUSLIN, and ~ ' and/~"/f~S,/~//~r/~~ the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last Will and that he had signed willingly (or willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of our knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~~~ ~ ~P ~~ Testator Witness SWORN to or affi ed anti acknowledged before me by the a ve named Testator and witnesses this ~ day of f 2001. ~n ~ N NOTARIAL SEAL (S Document #: 216861.1 ~ Q ~],,,, CALVIN A. MCCAUSLIN