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HomeMy WebLinkAbout05-18-10PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of June M Williamson also known as File Number 21 -10 -~ 05 2 t ,Deceased Social Security Number 166-20-8510 Laura R. Zuvich Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE `A' or `8' BELOW.) 0 A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the Executrix named in the last Will of the Decedent dated 12/03/2009 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 app rca e, en er. a .a.; ..n.c..a.; n e ~ e; uran e a sen ra; uran a moron a e Petitioner(s1 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.) ~ _` I ~. Name Relationship Residence ~.n ~.. ~~;~ ~. ~' .~ Ct~ ~ C~ ~ ; F ;; 4...- ~.a J C'°'~ (~ "t"i ~ - .... _ .:: . ~,,,, f €~ ~ • .... ~J ~ "~ (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 311 Glendale Drive, Shiremanstown, Lower Arlen Township, Cumberland County, PA 17011 (List street address, town/city, township, county, state, zip code) Decedent, then 84 years of age, died on 05/11/2010 at 311 Glendale Drive, Shiremanstown, PA 17011 Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ 1,300,000.00 (tf not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ _ 160,000.00 situated as follows: 311 Glendale Drive, Shiremanstown, Lower Allen Township, Cumberland County, PA 17011 Wherefores 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 Laura R. Zuvich 308 Glendale Drive x ~ ~,; 1 ~ Shiremanstown, PA 17011 Form Copyright (c) 2006 form software only The Lackner Group, Inc. Page 1 of 2 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 affirmed and subscribed before me this ~ day of ,~,Dto For the Register Signature of Personal Representative Signature of Personal Representative File Number: 21 - 10 -05,1,1 Estate of June M Williamson ,Deceased Social Security~Number: 166-20-8510 Date of Death: 05/11/2010 AND NOW, ~ ~ , a.C~ l O , in consideration of the foregoing Petition, satisfactory proof having been presented befo me, IT IS DECREED that Letters Testamentary are hereby granted to Laura R. ZUVICh in the above estate and that the instrument(s) dated 12/03/2009 described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent. FEES ` , ~ Letters ............................................ $ ^ I ~ ~ . egister of calls Short Certificate(s) ........................ $ 3~.. C~ $ Attorney Signature: ~ T `~t, 'k. w(AItM~' Renunciation(s) ............................. • $ ~~ 1 s . Attorney Name: Debra K. Wallet Jc.s $ ~3 •S~ ~ ~ ~ "r $ ~ ~ Supreme Court I.D. No.: 23989 ~ 6Y~. ?!M ~ • - Law Offices of Debra K. Wallet $ Address: 24 North 32nd Street $ $ Camp Hill, PA 17011 $ Telephone: 717/737-1300 $ $ TOTAL .................................... $ ~ b ~J • SC7 Form RW ~Z Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 2 of 2 L A~ T A L L AND T~~ T A M~ N T ~ ® F ~ t~..~ ~a ....~. ~--- 9 -; ~' ~.D C~ ~'} ~ ~~ --bC ~ , 3 ~ } ~:. ~ U N JLs Ai'JL~ ~ ~ L L Jl A A`dJL ~ ® N ~C/;~ ...... ~ '-' j .~ ` '-__: ~' ^1 ~a < { L.j ~"'-- ~ .N~ ~y -~ ~~~~ I, JUNE M. WILLIAMSON , of Camp Hill, Cumberland County, Pennsylvania, be ing of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this to be my Last Will and Testament and hereby revoke all other Wills and Codicils that I have made, including the Will dated February 20, 2008. FIRST: I give, devise, and bequeath to those persons who shall survive me by thirty (30) days A. Those individuals whose names are set forth in the Schedule attached to this, my Last Will and Testament, the respective legacies described on the said Schedule. I have signed this Schedule in the margin for purposes of identification. Should any of these individuals fail to survive me by thirty (30) days or should said person for any reason be unable, or otherwise refuse, to accept the gift, then that gift shall become a part of my residuary estate. B. Because he enabled my Husband and me to stay in our home for more than 15 years with his maintenance help and being on call to respond to our needs both day and night, I give and devise my real property at 311 Glendale Drive, Shiremanstown, Pennsylvania, to my friend, LAWRENCE A. ZUVICH, of Shiremanstown, Pennsylvania. I also give to him any personal property located at my residence not specifically listed elsewhere in this Will. .• SECOND: I give, devise, and bequeath all the rest, residue, and remainder of my estate, of whatever nature and wherever situate, as follows: A. Twenty (20%) percent to my son, ROBERT G. WILLIAMSON, of Media, Pennsylvania; B. Fifty-five (55 %) percent to my granddaughter, CATHERINE ANNA KEIDEL, of Charlotte, Vermont; C. Ten (10%) percent to my granddaughter, PHYLLIS WILLIAMSON, of Media, Pennsylvania; D. Fifteen (15 %) percent to my friend, LAWRENCE A. ZUVICH. THIRD: Should any of my beneficiaries not have attained the age of thirty (30) years at the time of my death, I direct that my Estate as given to such beneficiary be given to my Trustee, hereinafter named, in trust for the following uses and purposes and upon the following terms: A. The net income of the Trust shall be paid to and be applied for my beneficiary's care, maintenance, education, or support at such times as my Trustee shall determine in his absolute discretion. Should the income from this Trust be insufficient to provide adequate ,. maintenance, education, or support, my Trustee, in his sole discretion, may invade the principal for this purpose. Fifty percent (50%) of the principal shall be distributed to the beneficiary on the day after the beneficiary's twenty-fifth (25th) birthday. B. I specifically direct that my Trustee shall not be required to segregate the shares held in Trust in some separate accounts prior to the termination of any Trust created hereunder. 2 . . • C. If the beneficiary of these trusts is the beneficiary of any life insurance policies, any pension plans, or other contracts, the proceeds of such policy, plan, or contract may be added to such trust at the sole discretion of my Trustee. D. This Trust shall terminate, and the Trustee shall pay the accumulated and undistributed principal and income then remaining in his hands at termination to my beneficiary when my beneficiary has attained the age of thirty (30} years. If my beneficiary dies prior to attaining the age of thirty (30) years, then the Trust shall terminate upon my beneficiary's death and shall be distributed to the issue of this beneficiary, in equal shares, per stirpes. Should my beneficiary die without issue, then the Trustee shall pay the accumulated and undistributed principal and income then remaining in his hands at termination in • accordance with Paragraph SECOND, as if no trust had been created. FOURTH: All interests of any beneficiary in the income or principal of this Estate, while undistributed and in the possession of my Executor and Trustee, even though vested and distributable, shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any beneficiary and, furthermore, shall not be subject to pledge, assignment, conveyance, or anticipation. FIFTH: All inheritance, estate, and succession taxes (including interest and any penalties thereon) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate, without apportionment or right of reimbursement from any person. In the event that a substantial portion, as determined in the sole and absolute judgment and discretion of my Executor, of the non-probate assets such as an annuity or mutual funds are directed to be paid to a beneficiary or beneficiaries, so that the taxes referred 3 to herein would be paid out of the probate residue passing to the beneficiary or beneficiaries of this will (whether or not the same as the beneficiary or beneficiaries under the non-probate assets), my Executor, in the Executor's sole and absolute judgment and discretion, shall have the right to allocate the full or partial payment of the taxes to the beneficiary or beneficiaries of the non-probate assets. SIXTH: In addition to all rights and powers conferred by law, I authorize and . empower my Executrix and Trustee and their successors, in their absolute discretion and without necessity of obtaining court approval: A. To retain any of the investments composing the principal of this trust in the form in which the same shall have been delivered to the Trustee whether or not the same be in the nature and type legal for the investment of trust funds under the laws of the Commonwealth of Pennsylvania, including the stock of any corporate fiduciary acting hereunder. B. To invest in all forms of property (including, but not by way of limitation, real estate, all types of stocks and bonds, and participations in common trust funds), without being confined to investments prescribed by statute. C. To buy investments at a premium or discount. D. To hold property unregistered or in the name of a nominee. E. To give proxies, both ministerial and discretionary. F. To compromise claims. c 4 G. To join any merger, consolidation, reorganization, voting trust plan, or any other concerted action of security holders and to delegate discretionary duties with respect thereto. H. To lend to, and buy from, my estate. I. To borrow and to pledge real and personal property as security therefor. J. To sell at public or private sale for cash or credit or partly for each, to exchange, or to lease for any period of time, any real or personal property, and to give options for sales, exchanges, or leases. K. To allocate any property received or charge incurred to principal or • income or partly to each, without being obliged to apply the usual rules of trust accounting. L. To exercise any option permitted by law which they believe to be advantageous from the viewpoint of overall tax reductions, including, without limitation of the foregoing, power and authority to claim administration or other expenses either as income tax deductions or inheritance or estate tax deductions, without regard to whether they were paid from principal or income and without requiring adjustments between principal and income for any resulting effect on income or estate taxes, and a deduction of such expenses for income tax purposes shall be given effect in computing the respective shares of all persons interested in my estate or the trusts set forth herein, even though the effect is to increase the share of one beneficiary or class of beneficiaries hereunder at the expense of another; and to make such adjustments, if any, between beneficiaries with respect thereto as they deem appropriate in view of the nature of the transaction and the amounts involved. 5 M. When permitted under the Internal Revenue laws of the United States, or of any state, to join with my spouse in filing a joint income tax return without requiring my spouse to indemnify my estate against liability for the tax attributable to my spouse's income, and to consent to any gifts made by my spouse during my lifetime being treated as having been made one-half by me for the purpose of federal laws relating to gift tax. N. To distribute in cash or in kind. or partly in each. O. To employ agents, legal counsel, brokers, and assistants, and to pay their fees and expenses as he may deem necessary or advisable to carry out the provisions of this Will or any Trust. ~~ The powers granted hereunder shall be exercisable with respect to all real and personal property, including, but not limited to, income and principal held for minors or disabled beneficiaries at any time held by the Trustee and shall continue in full force, even after the termination of any trust hereunder, until the actual distribution of all property. All powers, authorities and discretion granted here shall be in addition to those granted by law and shall be .. exercisable without leave of court. However, nothing herein shall be interpreted or construed to encourage, authorize, empower, or permit the Trustee or Executrix to act or cause anyone to act in a manner contrary to or inconsistent with accepted standards of portfolio diversification and risk management. SEVENTH: I nominate, constitute, and appoint the following persons: A. My friend, LAURA R. ZUVICH, of Shiremanstown, Pennsylvania, as Executrix of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability of my friend to act for whatever reason in this capacity, then I 6 nominate, constitute, and appoint my granddaughter, CATHERINE ANNA KEIDEL, as Executrix of this, my Last Will and Testament. B. My friend, LAURA R. ZUVICH, as Trustee of any Trusts described herein. In the event of the renunciation, death, resignation, or inability of my friend to act for whatever reason in this capacity, then I nominate, constitute, and appoint my granddaughter, CATHERINE ANNA KEIDEL, to act as Trustee. I direct that no representative named above shall be required to post security for the faithful performance of her duties in any jurisdiction insofar as I am able by law to relieve her of such obligation. Any of my representatives shall be entitled to reasonable compensation for the performance of the duties set forth herein. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ,~~,c day of l~c c~bc~ , 2009, on this, the seventh of seven typewritten pages. I have also signed the left-hand margin of the first six of these pages and the attached Schedule for purposes of identification only . ,~-~~ NE M. WILLIAMSON 7 SIGNED, PUBLISHED, and DECLARED by the Testatrix, JUNE M. WILLIAMSON, as her Last Will and Testament, in the presence of us, who at her request, in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses. W- ~ 1~;,~ ~csb w..rq "I IVnr1'1~. ~el.r,~ J~~~ 8 AFFIDAVIT Commonwealth of Pennsylvania County of Cumberland We, Debra K. Wallet and J ~- ~r'~y ~ , }~t^~, ~,~, ,the witnesses whose names are signed to the attached instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix, JUNE M. WILLIAMSON, sign and execute the instrument as her Last Will and Testament; that she executed it as her free and voluntary act for 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 that time 18 years of age or older, of sound mind, and under no constraint or undue influence. 4Id~... K. wG~t..,~- Sworn or affirmed to and subscribed to before me by ~--~ ~~ (,~ ~ (~ ~- and R. ~. ~(~ T'Z ,witnesses, this ~~ day of ~,~t.y~r1 ~.,Rs- , 2009. Notary Publi '~ COMMONWEALTH OF PENNSYLVANIA Notarial Send Mary M. Lopes, Notary Public Camp HN18oro, Ctxrtberland Courtly My Commissiort E~ires Od 27, 2011 Member, Pennsylvania Association of Notaries 9 • t ACKNOWLEDGMENT Commonwealth of Pennsylvania County of Cumberland I, JUNE M. WILLIAMSON, Testatrix, whose name is signed to the attached 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. ~NE M. WILLIAMSON Sworn or affirmed to and subscribed before me by JUNE M. WILLIAMSON, the Testatrix, this 3'~~ . 2009. Notary Publi COMMONWEALTH OF PENNSYLVANIA Noladad Seal Mary M. Lap~~ No>ary Pubic Camp H~ Boro, Cumberland County My CorruNssion E~b'es Od 27.2011 Member, Penr-sylvania Association of Notaries day of ' 1~.c~t,m~.,~ 10 ~ ` ~ Y w • , I SCHEDULE OF SPECIAL, BE(~L7ES~°S ~C°® LAST 4~VILL AND TESTAMENT ®~F DUNE M. ~VILLIAMS®N a. Any automobile I may own at the time of my death, all of my personal jewelry, living room mirror, oak plant stand, cut glass vase, picture of Glenn Williamson's mother and father, two end tables, coffee table, two chests with brass handles, mauve chair and couch, plaid couch in family room, two arm chairs, vanity, mirror in office, great ~ grandmother's oblong dish with gold trim, desk chair, yellow ceramic lamp, blue • ceramic lamp, L.L. Bean telephone stand, television, telephone stand, cross stitch ' electric clock, family room and bedroom end tables, gold night stand, blue night stand, framed picture of Glenn Williamson, Sevilla blue ceramic bowls, coffee table in family room, hanging fruit lamp, June's play dishes, dining room table and chairs, china closet, all dishes in dining room, brass lamps, Pennsylvania House chest, chest made by Glenn Williamson's uncle, blue chairs and round table in basement, gold chairs in basement, pictures, and vacuum to my granddaughter, CATHERINE ANNA KEIDEL, of Charlotte, Vermont. b. Glenn Williamson's wood desk in office, fax machine, all diplomas and pictures on the office wall, bedroom suite in guest room, hand made television stand, toaster oven, and Williamsburg paintings to my son, ROBERT G. WILLIAMSON, of Media, Pennsylvania. Dark painted washstand to my granddaughter's husband, CHRISTIAN KEIDEL, of Charlotte, Vermont. 11