HomeMy WebLinkAbout05-18-10PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND
Estate of Mary Eileen Jones
also known as M. Eileen Jones, Eileen M. Jones, Mary E. Jones
. Deceased
COUNTY, PENNSYLVANIA
File Number ~'X ~ - ~ ~ - Cl 5
Social Security Number 180-32-8748
Petitioner(s), who is/aze 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 / aze the Executors
last Will of the Decedent dated May 19, 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; durance m:noritate) N
Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the followings serif any) as~aheirs:. (If ,4p
Administration, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) j ~ ~ r=' - -~
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Name Relationshi Resi `'' --- ,: ' . `° ~ _:~
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(COMPLETE IN ALL CASES:) Attach additional sheets if necessary. ~,, ~° •~
Decedent was domiciled at death in Cumberland County, Pennsylvania with his /her last principal residence at
123 Patridae Circle, Carlisle, Cumberland County. PA 17013
(List street address, town/city, township, county, state, zip code)
Decedent, then 69 years of age, died on May 13, 2010 at Holy Spirit Hospital
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ 200,000.00
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $_
Value of real estate in Pennsylvania $ 130,000.00
situated as follows: 123 Partridge Circle, Cazlisle, PA 17013
'+~L~
Form RW-02 rev. 10.13.06 Page 1 of 2
named in the
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:
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 tc~ or aft; pied and subscribed
before me the day of
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i
For the Re ' ~t
of
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Signature of Personal Representative
Signature of Personal Representative
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File Number: ~ C~'s
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Estate of Mary Eileen Jones , Decea~d ~
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Social Security Number: 180-32-8748 Date of Death: May 13, 2010 W
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AND NOW, CS in consideration of the foregoing Petition, satisfactory proof
having been presented b ore me, IT IS DECREED that Letters Testatmentary
are hereby granted to Albert J. Connelly and Renee Connelly
_ in the above estate
and that the instrument(s) dated May 19, 2009
described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of D cedent.
FEES ~
Letters ............... $ ~~ . 5(~ Regist Wills
Short Certificate(s) ........ $ 0'x-0 • CS ~ Attorney Signature:
Renunciation(s) .......... $
w-~~ ...
$ fib- ~ C~ Attorne Name:
y Ronald E. John , Es uire
~
LS ... $ rQc3 . ~JU Supreme Court LD. No.: 16453
limn ... $ x•60
... $
Address:
78 West Pomfret Street
• • • $ Carlisle, PA 17013
... $
... $
$ Telephone: 717-243-0123
... $
TOTAL .............. $ ~c~•~5 ~ 6-e6
Form RW-02 rev. 10.13.06 Page 2 Of 2
OCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph..
Fee for this certificate., $6.00
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 he forwarded to the State Vital
Records Office for permanent filing.
~~~ ~~e~as~D~-~~ ~1~ 1 4/2010
Local Registrar .Date Issued
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H10S143 REV 112008 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
TYPE /PRINT IN
PERkuINENr CERTIFICATE OF DEATH
BLACK INK
(See instructions and examples on reverse) STATE FILE NUMBER
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1. Name d Decedent (FksL nwdde, Imt, suXfx
ary Eileen Jones 2 Ssx
Female 3. Soda) Security Number
180 _ 32 _ 8748 4. Date d Death Mordh, de ,
May 1 2~ 0
5. Age (Last BlAhday) Urabr 1 r Under 1 8. Dab d Bkm Marro 7.81 and state a Ba. Place d Deem Check one
69 '"°~° °~ H01M' "~""e6 Dec. 26, 1940 Philadelphia, PA Ho 'tat:
~ Other.
Yrs. brpatieni ^ ER / Ordpatient ^ DOA ^ Nurskrg Home ^ Residence ^ Omer - Spedy:
Bb. County d Death Bc. Cly, Boo, Twp. d Deem Bd. FecWly Nerve (8 na IrbtldAlen, gNs street end number) 9. Was Decederd d Hlepanle OdpnT ~ No ^ Yet; 10. Race: American Indlen, Black, White, etc.
Cumberland E. Pennsboro Twp. Holy Spirit Hospital ;,;„r,a,,°~;,~~~68~,',,,~,) (~°0'M White
11. Decedenya lJs~ lion Kkd a work a cne moat d Ile. Do na stele 12 Wee Decedent ewer ro rib 13. Decadere's Education (Spedry mty MgMel grsde amp leted) 14. MarNel States: Marled, Never Mertlsd, 15. SunNkrg Spo use (8 w8e, glue maiden name)
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18. DecedenPs kleiing Address (Street, dry /roan, stab, rip rode)
123 Partridge Circle Decedent's PA Drs DeOBdBnt ®Yee, Deaden) Lived In N . Mid d 1 e t0 n Twp
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18. Fedrefs Name (First, rredde, bat, sufllx)
Francis E. Connelly 19. Momsr's Name (Flret, middle, melden aumeme)
Jessica M. McManus
2oa.IMomrerN'sName(Type/Print) Mark L. Jones 278 Wel oA rth St /,~Car118)le, PA 1701_`S
21a. Method a Diepailbn r ®Cremation ^ Donarbn 21b. cab d DlspoePoon (March, day, year) 218 ~koa oEm {glamp q w~pory Apr p~a1
ti0i I~1-KOLIl r utle t10TTle 21 d. Location (Ctry/town, smte, zip model
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22a. urterd eudr) 22b.LlarreNurrbsr 22c.NameandAddresedFadity Hoffman-Ro h Funeral Hom & Crematory, Inc.
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- 13$ ~4 219 N. Hanover St. , Car isle, PA 170
CargleM Mm certllying
pllyakien le na eva4ble at ame d deem ro 238. To the beat d my krawbdge deem ooaxred at the tlme, dale and plea abted. (SignaWrs and tltle)
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Dbpaitbn Permd No. .~~
LAST WILL AND TESTAMENT
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MARY EILEEN JONES a/k/a M. EILEEN JONES ~ ~~ r--- _ ~ i
,`.__ ra rn
a/k/a EILEEN M. JONES a/k/a MARY E. JONES ~-~~ ;~, :.~ rm ~ :~ ~~ .V
C''.~ t y3 -r~
I, MARY EILEEN JONES a/k/a M. EILEEN JONES a/k/a EILEEN M. JONES a~ F-~- ~--'
• ._>
E. JONES, of North Middleton Township, Cumberland County, Pennsylvania, being ~solznd and• - .:j ' ~".'
disposing mind, memory and understanding, do hereby make, publish and declare this as and for m~
Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me.
FIRST: I direct that all my just debts and funeral expenses, including my grave
marker, shall be paid from the assets of my estate as soon as practicable after my decease.
SECOND: I give and bequeath to my brother, ALBERT J. CONNELLY, all of
my crystal and china that previously belonged to our great-grandmother.
THIRD: I give and bequeath the sum of $10,000.00 to my step-daughter in law,
CHRISTINA JONES providing she is living at the time of my death.
FOURTH: I give and bequeath the sum of $5,000.00 to each of my step-
grandchildren living at the time of my death, namely, AUTUMN JONES, EVELYN JONES,
JONATHAN JONES, SAMANTHA JONES, HAILEY JONES, DONOVAN JONES and
CASSANDRA JONES.
FIFTH: I give, devise and bequeath the residue of my estate, of every nature
and wherever situate, to my step-son, MARK L. JONES, providing he is living at the time of my
death. Should my step-son, MARK L. JONES, predecease me then I direct that the residue of my
estate, of every nature and wherever situate shall be distributed equally to my great-grandchildren
named above in ITEM FOURTH of this my Last Will and Testament who maybe living at the time
of my death.
SIXTH: I direct that should any of my great-grandchildren entitled to
distribution hereunder be under the age of 21 years the share of such step-grandchild shall be
delivered to my hereinafter named Trustee to be held IN SEPARATE TRUST for the following uses
and purposes:
a. If the child is under age eighteen (18), to expend and apply so much of the
net income (any income not expended or applied to be accumulated and added to
principal), and so much of the principal of each Trust as the Trustee shall consider
advisable for his or her support and education (including college education, both
graduate and undergraduate, and vocational training) until he or she attains the age of
eighteen (18) years.
b. After the child attains the age of eighteen (18) years, to pay thereafter to such child
the net income, together with so much of the principal thereof as Trustee shall consider
advisable for the support and education (including college education, both graduate and
undergraduate, and vocational training) of such child, after taking into consideration his or
her other readily available assets and sources of income.
c. When such beneficiary attains the age of twenty-one (21) years, such Trust shall
terminate and Trustee shall distribute absolutely to such beneficiary the entirethen-remaining
principal and any undistributed income of his or her separate trust.
d. If any such child or beneficiary shall die before receiving final distribution
of his or her entire share, the undistributed balance shall be distributed outright to his
or her surviving issue, per stirpes, and in default of any such issue, then to my then
living issue, per stirpes; the share of any beneficiary whose original share is then
being held in trust to be added to and treated as a part of that trust.
e. All shares of principal and income hereby given shall be free from
anticipation, assignment, pledge or obligations of beneficiaries, and shall not be
subject to any execution or attachment.
SEVENTH: I appoint CITIZENS BANK Trustee of the Trusts created by this my
Last Will and Testament. Should CITIZENS BANK fail to qualify or cease to act as Trustee, I
appoint my brother, ALBERT J. CONNELLY successor Trustee of the Trusts created by this my
Last Will and Testament.
`~
EIGHTH: I hereby give and grant to my Executor and Trustee hereunder and their
successors, hereinafter sometimes called "fiduciary" or "fiduciaries," the following powers, duties
and discretion, in addition to those now or hereafter conferred by law, to be exercised in any capacity
to which such powers may be applicable and in the best interests of my estate and beneficiaries:
a. To purchase or otherwise acquire or receive, and to retain, whether
originally a part of the probate or trust estate or subsequently acquired, any and all
stocks, bonds, notes or other securities, or any variety of real or personal property,
including stocks or interest in investment trusts and common trust funds, as it may
deem advisable, including specifically authorization to retain, buy or sell any shares
of the stock of any corporate fiduciary.
b. To sell, pledge, mortgage, transfer, exchange, convert or otherwise dispose
of, or grant options with respect to, any and all property at any time forming a part of
the probate or trust estate, in such manner, at such time or times, for such purposes,
for such prices, and upon such terms, credits and conditions as it may deem
advisable.
c. To borrow money for any purpose connected with the protection,
preservation or improvement of the probate or trust estate, whenever in its judgment
advisable, and as security to mortgage or pledge any real or personal property
forming a part of the probate or trust estate, upon such terms and conditions as it may
deem advisable.
d. To vote, exchange and otherwise exercise all rights, privileges or options
in any way pertaining to the stocks, bonds, securities and other assets at any time
belonging to the probate or trust estate; provided, however, that with respect to any
shares of stock belonging to the probate or trust estate, the beneficiary hereunder may
determine the manner in which said shares shall be voted, and may actually direct
how such shares shall be voted.
e. To hold investments in the name of its nominee.
f. To make alterations of, repairs upon, additions to, and erect improvements
upon real estate, and to make leases therefor for such terms as it may deem advisable.
g. To make distribution of the principal and accrued income, if any, of the
trust estate, to and among those entitled thereto at the termination of the Trust, in
kind or in cash, or partly in kind or partly in cash, as it deems proper, just and
equitable.
h. To allocate receipts and expenses to principal or income, or partly to each,
e' , as my fiduciary, from time to time, deems proper in its sole discretion.
i. To compromise claims and to execute and deliver any and all instruments
in writing which it may deem advisable to carry out any of the foregoing powers. No
party to any such agreement in writing signed by the Executor or Trustee shall be
obligated to inquire into its validity or be bound to see to the application by the
Executor or Trustee of any money or property paid or delivered to it by such party
pursuant to the terms of any such agreement.
j . Trustee shall have the power to buy assets from and lend money to the
Executor of my estate, and to advance funds without reimbursement for the payment
of the expenses of the administration of my estate, including all taxes that may be
assessed by reason of my death, and the Executor shall have the power to sell assets
to and borrow money from the Trustee of the trust estate and to receive funds from
the Trustee without the obligations of reimbursement for the payment of the expenses
of the administration of my estate, including all taxes that may be assessed by reason
of my death; provided, however, that benefits from qualified pension or profit-
sharingplans received by the Trustee shall not be used for the purpose of paying such
expenses or such taxes.
k. To distribute the principal of the probate or trust estate to the then income beneficiary, if,
in the Trustee's discretion, the amount of the principal of the probate or trust estate is so small as to
be impractical or uneconomical to administer properly.
EILEEN M. JONE
c' ,
NINTH: I have intentionally not made any provisions herein for my step-
daughter, DARALAH and my step-son, TORREY JONES for reasons which they should be aware of
and understand.
TENTH: 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.
ELEVENTH: I nominate, constitute and appoint my brother, ALBERT J.
CONNELLY and his wife, RENEE CONNELLY, or the survivor of them, Executors of this my
Last Will and Testament.
TWELFTH: I direct my Executors and their successors shall not be required to give
bond for the faithful performance of their duties in this or any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will~d
Testamcnt, c~nsistin~ ~f fiur (4) typcwrittcn pa~~cs, cach ilcntificd by my si~aturc, this
day of May 2009.
~sEa~.>
~~ ~~~~~
MARY E EEN JONES
~C ' ( t~(.CL~r-~Y~°~"Q (SEAL)
M. EILEEN JONES
(SEAL)
(SEAL)
Signed, sealed, published and declared by the above-named Testatrix, MARY EILEEN
JONES a/k/a M. EILEEN JONES a/k/a EILEEN M. JONES a/k/a MARY E. JONES, as and
for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence,
and in the sight and presence of each other, have hereunto subscribed our names~-s witnesses.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
. SS.
I, MARY EILEEN JONES a/k/a M. EILEEN JONES a/k/a EILEEN M. JONES a/k/a
MARY E. JONES, Testatrix, 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 and Testament; that I signed it willingly; and that I signed it as my free
and voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged before me by MARY EILEEN JONES a/k/
EILEEN JONES a/k/a EILEEN M. JONES a/k/a MARY E. JONES, the Testatrix, this
day of May 2009. _. _
(SEAL)
,(SEAL)
,(SEAL)
c ~ r~~ MONWEAI.1`H OF PENNSYLVANIA
___. NOTARIAL SEAL
SHELLY SEXTON, Notary Putilic
C:~r~51e Rorb~, Cumberland County.
My Con~~~r~u~:~,~~ ~_~ "_r~'s Apnl 26, 2011
~~ ~ SEAL
( )
MAY . JONE ,Testatrix
Not ubl
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND
We. RONALD E. JOHNSON and t~ v ~6r A ~cfr«` S .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 Testatrix sign and execute the instrument as her
Last Will and Testament; that MARY EILEEN JONES a/k/a M. EILEEN JONES a/k/a EILEEN
M. JONES a/k/a MARY E. JONES, signed willingly and that she executed it as her free and
voluntary act for the purpose 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 that
time 18 or more years of age, of sound mind and under no constraint or undue influence.
S~ or affirme to and subscribed to before me by RONALD E. JOHNSON
and ~ ~"~~~ ~~•- ~ .~'i--~° s~ ,witness this ~ da~ofiN~y 2009.
,_
E. J
(SEAL)
COM 1`H OF PENNSYLVANIA ~ ~ ~ (SEAL)
NOTARIAL SEAL r , Wi ess
SHELLY SEXTON, Notary Public
Carlisle Boro, Cumberland County ~'~ -~
My Commiss+on Expires April 26, 2011
--- Notary Publ