HomeMy WebLinkAbout07-09-10PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate of Richard Wayne Powell File Number O~ ~ '- ~, V " n ~ ~ r
also known as
,Deceased Social Security Number 184-46-5474
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW.) L
® A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the ~ L~xeCu~'dr named in the
last Will of the Decedent dated May 5, 2004 and codicil(s) dated
(State relevant circumstances, e.g., remmciation, death of executor, etc.)
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adapted 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.; db.nc.t.a.; pendentelite; duranteabsentia; duranteminoritate)
Petitioner(s) after a proper search has J have ascertained that Decedent left no Will and was survived by the follor~+v~~s use (if a~r>~nd hews
Administration, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) ~ ~,,,,,,, ~~_~'
Name Relationshi -p•,~ C'""`
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(COMPLETE INALL CASES:) Attach additional sheets if necessary. ,
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Decedent was domiciled at death. in Cumberland County, Pennsylvania with his /her last principal residence at
686 Front Street Enola, East Pennsboro Townshiu Pennsylvania 17025
(List street address, tawn/city, township, county, state, zip code)
Decedent, then 55 years of age, died on June 14, 2010 at VAMC #646, Aspinwall, PA 15215
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ 178,000.00
(If nat domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA} Personal property in County $
Value of real estate in Pennsylvania $ 180,000.00
situated as follows: 686 Front Street, Enola, PA 17025
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:
Si tore T or Tinted name and residence
Michael W. Powell, 1166 Young Road, Punxsutawney, PA 15767
Form RW-02 rev. 10.13.06 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 1~ielief of Petitioner(s) and that, as personal representative(s) ofthe Decedent, Petitioner(s) will well and truly
administer the eat~e according to law.
Sworn to'~r affir~~l and subscribed
befc°~ me the ~,~,~;_ day of
i
For the R 'ster
Signature of Personal Representative
Signature of Personal Representative
Signature of Personal Representative
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File Number: a ~ -" ~ 0 - 4'(.QC~ ~. ~ ~ ~ r ,--
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Estate of Richard Wayne Powell ,Deceased
Social Security Number: 184-46-5474 Date of Death; 6/14110
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AND NOW, -~ ~ Q~ _ _, U~U in consideration of the foregoing Petition, satisfactory proof
having been presented before me IT IS DECREED that Letters ~e~~l.nVU2-~'l"~'E7l(u
are hereby granted to A j1,1~ C, ~ -~ 1/y ~_ Q~ ~..~P <
in the above estate
and that the instrument(s) dated ~ -.5 -- o'z QU t-'~
r
described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decr.~dent.
FEES
Letters ............... $ 360.00
Short Certificate(s) ........ $ 24.00
Renunciation(s) .......... $ 0.00
JCP .. , $ 23.50
AUTOMATION $ 5.00
WILL , . , $ 15.00
... $
... $
... $
... $
... $
... $
TOTAL .............. $ 427.50
Attorney Signature:
Supreme Court I.D. No.: 76327
Address: 4431 N. Front Street, 3rd Floor
Harrisburg, PA 17110
Telephone: (717) 234-2401
Form RW-02 rev. 10.13.06 Page 2 of 2
Attorney Name: Heather D. Royer, Esduire ' ~~
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1a5.905 REV.(3/09)
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Department of Health, in accordance with
the Vital Statistics Law of 1953, as amended.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
5615830
No.
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Linda A. Caniglia
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7528-1-5/Will/HDR/crm 4/29/04 3:10 PM
LAST WILL A-ND TEST~!~11~[~NT
OF
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RICI:[~~RD W. PO~VELL
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I, RICHARD yV. P~OWELL, pre~~ntly of Cumberland Cbunty, Pennsylvania, declare
this to be my Last Will and Testament hereby revoking all Wills and Codicils previously made
by me.
MARITAL STATUS
I declare that I am divorced from LEAANN POWELL.
CHILDREN
I have one (1) child, now living, whose name and date of birth are as follows:
ALE~:ANDRA L. POWELL
born July 11, 1996
I have one (1) adopted child, now living, whose name and date of birth are as follows:
RACHELLE L~~]NNE HOUSEHOLDER born September 13, 1982
All references in this Will to my child include only ALE~:ANDRA L. POWELL
DISPOSITION OF BODY
ARTICLE I
I direct that my body be cremated and the ashes disposed of as my Executor shall determine.
DISINHERITANCE
ARTICLE II
It is my specific intent, by the terms of this Will, to disinherit my daughter, RACHELLE
LYNNE HOUSEHOLDER, from any interest in my Estate, and no provision to this Will shall
be construed contrary to that expressed intent.
FERSONAL PROPERTY
ARTICLE III
I give all of my household furnishings and tangible personal property to my daughter,
ALEI~;ANDRA L. POWELL, per stirpes, such that any issue shall represent and take their
deceased parent's share. If my daughter, ALEI~;ANDRA L. POWELL, is a minor at that time,
then said property and furnishings which my Executor considers unsuitable for my child maybe
sold and the proceeds added to my residuary estate.
RESIDUE
ARTICLE IV
I .give the rest, residue and remainder of my estate to my brother, NIIC~IAEL W.
POWELL, presently of Punxsutawney, Pennsylvania, as Trustee, in Trust, for the benefit of my
child to be held, administered and distributed in accordance with the provisions of Article V
herein.
Page 2 of 16 Pages
Should my daughter, ALE~;ANDRA L. POWELL, predecease me, then I direct that the
rest, residue and remainder of my estate be distributed as follows:
A. One-third (1/3) to my parents, CLARENCE W. POWELL and
SHIRLEY M. l'OWELL, presently of Timblin, Pennsylvania, per stirpes, such that any
issue shall represent and take their deceased parent's share.
B. One-third (1!3) to my brother, MICHAEL W. POWELL, provided he
survives me by thirty (30) days. if my brother, MIC~M~ W. POWELL, fails to
survive me by thirty (30) days, then his one-third share shall be distributed to my brother,
RANDY L. POWELL, to be held as custodian for the benefit of my niece, SHEALYNN
M. POWELL, presently of Punxsutawney, Pennsylvania, under the Pennsylvania
Uniform Transfers to Minors Act to be held until she attains the age oftwenty--five (25).
C. One-third (1/3) to my brother, RANDY L~ POWELL, presently of
Punxsutawney, Pennsylvania, provided he survives me by thirty (30) days. If my brother,
RANDY L. POWELL, fails to survive me by tturty (30) days, then his one-third share
shall pass to his wife, MELINDA J. POWELL, presently of Punxsutawney,
Pennsylvania.
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ARTICLE V
The Trust established under Article IV shall be held, administered and distributed as
follows:
A. Intent. It is my hope that this Trust will not distort the core values that I
have cherished and instilled in my daughter, ALEXANDRA L. POWELL. It is my
hope that she will use her skills and hard work to accomplish her goals and dreams and to
seek gainful employment for her support, maintenance and happiness.
B. Needs. The net income of the Trust shall be paid to or applied for the
benefit of my child at such times and in such amounts as my Trustee shall deem
Page 3 of 16 Pages
necessary for her proper support, health, maintenance and education. It is my intent that
this Trust shall supplement, not supplant, other sources of care for ALE~;ANDRA L.
POWELL should she become disabled. "Education" shall include, but not be limited to,
any public or private primary, secondary, trade or technical 'schoai, college, post-graduate
or any other course of study at any accredited institution of my child's choice for any
period of time that, in the judgment of the Trustee, is advantageous to my child and shall
include reasonable amounts for all related living and travel expenses of my child. Should
the income be insufficient to provide my child with adequate support, health,
maintenance or education, the Trustee may invade the principal of the Trust for these
purposes. The Trustee shall accumulate and add to principal any net income not
distributed to my child during the year.
C. Guardian's Expenses. In making the aforesaid payments for the support,
health, maintenance and education of my child, the Trustee shall give a liberal
interpretation to the discretionary authority conferred by this Will so as to alleviate the
burden on the guardian of the person of my child and on the guardian's family that might
be caused in any way by the presence of my child in the guardian's home. The Trustee
shall verify that distributions made pursuant to this subparagraph C have been utilized to
alleviate the burden on the Guardian or his family and not to unjustly enrich the Guardian
or the Guardian's family.
D. Discretionary Authority. The Trustee in exercising his discretionary
authority with respect to the payment of income or principal of the Trust estate shall take
Page 4 of 16 Pages
into consideration any income or other resources available to my child from sources
outside of this Trust that maybe known to the Trustee, including federal or state public
assistance benefits, the desirability of a transaction, and the reasonably anticipated needs
and resources of my child. The Trustee may accept as final and conclusive the written
statement of my child as to other available income or resources. The determination of the
Trustee with respect to the necessity of malting payments out of income or principal to
my child shall be conclusive on all persons however interested in the Trust.
E. Distribution. On a date three (3) months following my child's graduation
from afour-year technical school, college or university, my child shall have the right to
withdraw fifty (50%) of the remaining principal of the Trust. Upon reaching the age of
thirty-five (35) years, my child shall have the option to withdraw up to fifty (50%)
percent of the remaining principal of the Trust, and the remaining balance shall be placed
directly into one (1) or more qualified or non-qualified retirement plans of her choice
with the advice and consent of the Trustee.
TRUST POWERS
ARTICLE VI
In order to carry out the purposes of the 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 limitations specified elsewhere in this Will:
Page 5 of 16 Pages
A. Investments. To invest in, accept and retain any real or personal
property, including stock of a corporate fiduciary or its holding company, without
restriction to legal investments;
B. SS le. To sell, exchange, partition or lease for any period of time any real
or personal property and to give options therefor for cash or credit, with or without
security;
C. Borrow~g and Encumberins. To borrow money from any person
including any fiduciary acting hereunder, and to mortgage or pledge any real or personal
property;
D. Form of Ownership of Trust Property. To hold shares of stock or other
securities in nominee registration form, including that of a clearing corporation or
depository, or in book entry form or unregistered or in such other form as will pass by
delivery;
E. Litigation. To engage in litigation and compromise, arbitrate or abandon
claims;
F. Taz Retains. To make elections, decisions, concessions and settlements
in connection with all income, estate, inheritance, gift or other tax returns and the
payment of such taxes;
G. Retention of Property. To retain any property received by the Trust for
so long as the Trustee considers it advisable;
Page 6 of 16 Pages
H. Inver ent Decisions. To invest and reinvest in every kind of property
and investment which persons of prudence, discretion and intelligence acquire for their
own accounts;
I. Pro~aerty Maa$gement. To manage, control, repair and improve all
personal and real property;
J. Business Interests. To continue and operate, to sell or to liquidate, as the
Trustee deems advisable at the risk of the trust estate, any business or partnership interests
received by the trust estate and to organize a partnership or corporation to carry on such
business.
K. Insurance. To procure and carry at the expense of the Trust, insurance of
the kinds, forms and amounts deemed advisable by the Trustee to protect the Trust and
the Trustee against any hazard;
L. Emuiovment of Attorneys. Advisers and Other Agents. To employ any
attorney, investment adviser, accountant, broker, tax specialist or any other agent deemed
necessary in the discretion of the Trustee; and to pay from the Trust reasonable
compensation for all services performed by any of them;
M. Ge=eral. To do all the acts, to take all the proceedings, and to exercise all
the rights, powers and privileges which an absolute owner of the property would have,
subject always to the discharge of his fiduciary obligations. The enumeration of certain
powers in this Will shall not limit the general or implied powers of the Trustee. The
Trustee shall have all additional powers that may now or hereafter be conferred on the
Page 7 of 16 Pages
Trustee by law or that maybe necessary to enable the Trustee to administer the Trust in
accordance with the provisions of this Will.
TRUST ADMi1yIST~~,ON
ARTICLE VII
A. Co~,sa_tion. The Trustee shall receive a reasonable fee for the
ordinary and extraordinary services rendered by him.
B. De th. On the death of my child, the Trustee shall pay the expense of the
last illness, funeral and burial of my child out of the principal of her Trust, unless the
Trustee in his discretion determines that other provisions have been made for the
payment of such expense.
C. Termination. All of the trusts provided for herein shall in any event
terminate on the death of the last survivor of all of my issue living at the time of my
death. However, the Trustee shall be permitted to terminate the Trust herein if its fair
market value declines or is of such size which makes the continuance of the Trust
uneconomical, imprudent and unwise. Upon such termination, the Trustee shall
distribute the principal and income to the beneficiary or beneficiaries as set forth in this
Will, and the rights of all persons who might otherwise have an interest as a successor
income or principal beneficiary shall cease.
Page 8 of 16 Pages
D. Survivorship. Should my child die prior to termination of the Trust, the
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Trustee shall, after payment of any funeral and burial expenses, distribute the balance of
such child's share of the Trust estate as follows:
1. Twenty-five (25%) percent-to y p~ents, CLARENCE W.
POWELL and SHIRL~E~t' iVI. POi~I~, per spec, such that any issue shall
represent and take their deceased parent's share.
2. Twenty-five (25%) percent to my brother, MICHAEL W.
POWELL, provided he survives me by thirty (30) days. If my brother,
MICHAEL W. POWELL, fails to survive me by thirty (30) days, then his one-
third share shall be distributed to my brother, RANDY L. POWELL, to be held
as custodian for the benefit of my niece, SHEALYNN M. POWELL, under the
Pennsylvania Uniform Transfers to Minors Act to be held until she attains the age of
twenty-five (25).
3. Twenty-five (25%) percent to rn.y brother, RANDY L. POWELL,
provided he survives me by thirty (30) days. If my brother, RANDY L.
POWELL, fails to survive me by thirty (30) days, then his one-third share shall
pass to his wife, MELINDA J. POWELL.
4. Twenty-five (25%) percent to the issue of my daughter,
ALE~:AND-RA L. POWELL. If my daughter, ALE~;ANDRA L. POWELL,
leaves no surviving issue, then I direct that her twenty-five (25%) percent be
distributed equally among my parents, CLARENCE W. POWELL and
SHLRLEY M. POWELL, or to the survivor of then; my brother; MICHAEL
W. POWELL, and my brother, RANDY L. POWELL, as set forth above.
E. Immediate Distribution. If on termination of the administration of my
probate estate, there has been no distribution in trust to the Trustee and events have
occurred which would require the Trustee under the terms of this Will to make immediate
distribution of all the property, my Executor shall perform all of the acts necessary to
complete such distribution and for this purpose shall have the powers granted by this Will
to the Trustee.
Page 9 of 16 Pages
F. Determisat~ons. The determination and/or payment for the needs of the
Trust beneficiaries shall be made by the Trustee on a regular basis which, in no event,
shall be less than quarterly.
G. Alts~ve PaymQa~ts. If at any time my child is entitled to receive
income or principal from the Trust estate and is a minor or an incompetent or a person
whom the Trustee deems unable to handle the funds properly or wisely if paid directly to
the child, the Trustee in his discretion may make payments in any one or more of the
following ways:
1. To the natural guardian or legally appointed guardian of the person or
estate of the child;
2. By making expenditures directly for the support, health, maintenance,
or education of the child; or
3. To any person or organization furnishing support, health, maintenance,
or education for the child.
The Trustee shall not be required to see to the application of any funds paid or
applied in any of the aforementioned ways and the receipt of the payee shall be full
acquittance to the Trustee. The decision of the Trustee as to which of the aforementioned
methods should be used in making payments shall be conclusive and binding on all
parties concerned.
H. Bond. The Trustee shall not be required to give bond or other security for
the faithful performance of his duties.
I. Determ~nstion of Income. The Trustee shall determine what is income
and what is principal of the Trust established under this Will and what expenses, costs
Page 10 of 16 Pages
and taxes shall be charged against income and what shall be charged against principal in
accordance with the applicable laws of the. ~ommonwe~lth of Pennsylvania as they now
exist and may from time to time be enaicted or repealed.
J. An~~ic~ble Law. The validity and adrnini~tration of the Trust established
under this Will and all questions relating to the construction or interpretation of the Trust
shall be governed by the laws of the Commonwealth of Pennsylvania.
ALTERNATE TRUSTEE
ARTICLE VIII
In the event of the death, resignation, renunciation or inability to act of MICHAEL W.
POWELL as the Trustee, then I appoint my brother,ltANDY L. POWELL, in his place and
stead with the same powers, rights, discretions, obligations and immunities.
GUARDIAN
ARTICLE IX
A. Appointment. In the event that my child's mother shall predecease me or
die simultaneously with me, then I nominate and appoint as testamentary guardian of the
estate and person of my minor child, my brother, RANDY L. POWELL, to serve as said
guardian. If my brother, RANDY L. POWELL, is unable or unwilling to serve as said
guardian, then I nominate and appoint as testamentary guardian of the estate and person
of my minor child, my brother, MICHAEL W. POWELL, to serve as said guardian.
Page 11 of 16 Pages
B. Bon . No bond or other security shall be required of any guardian
appointed in this Will.
C. Com~aensation. The guardian shall receive a reasonable fee for the
ordinary and extraordinary services rendered by him.
EXECUTOR
ARTICLE X
A. Apuo~ntment. I appoint my brother, MICHAEL W. POWELL, as the
Executor of this Will. In the event of his death, resignation, renunciation or inability to
act in that capacity, then I appoint my brother, RANDY L. POWELL, as the Executor of
this Will in his place and stead.
B. Bond. No bond or other security shall be required of any Executor
appointed in this Will.
C. Connnensation. The Executor shall receive reasonable compensation for
his services performed as determined by the Court in which this Will is admitted to
probate.
EXECUTOR POWERS
ARTICLE ICI
I give my Executor in addition to and not in limitation of the powers given by law or by
other provisions of this Will, the same powers granted my Trustee under Article VI with respect
Page 12 of 16 Pages
to administration of the Trust, to be exercised in the discretion of my Executor with respect to
settlement of my Estate without further order or license of the ~tegis~er of Wills or of any Court.
NO ALIENATION
ARTICLE XII
No interest of any beneficiary under this Will or any codicil hereto shall be subject to
anticipation or voluntary or involuntary alienation.
NO CONTEST
ARTICLE XIII
If any beneficiary or remainderman under this Will in any manner, directly or indirectly,
contests or attacks this Will or any of its provisions, any share or interest in my estate or in the
estate of the Trust given to that contesting beneficiary or remainderman under this Will is
revoked and shall be disposed of in the same manner provided herein as if that contesting
beneficiary or remainderman had predeceased me without issue.
LEGALITY OF ARTICLES
ARTICLE XIV
If any provision of this Will or of any codicil thereto is held to be inoperative, invalid or
illegal, it is my intention that all of the remaining provisions thereof shall continue to be fully
operative and effective so far as it is possible and reasonable.
Page 13 of 16 Pages
T
ARTICLE XV
All estate, inheritance and succession taxes, together with any interest. and penalties
thereon, payable as a result of my death and imposed with respect to any property, whether or
not disposed of by this Will, shall be paid out of the residue of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this my
Last Will and Testament, consisting of sixteen (16) typewritten pages, including this attestation
~~
clause, to be executed, declared and published this -s day of ~ •~;~/~ , 2004,
at River Chase Office Center, 4431 North Front Street, Harrisburg, Pennsylvania.
~i''~~'~ SEAL
,~/~~~ ( )
RICHARD W. POWELL
Page 14 of 16 Pages
Signed, sealed, published and declared by the above named RICHARD W. POWELL,
Testator, as and for his Last Will, in the prese~oe of us aid each cif us, whoa, at his request and in
his presence and in the pr ., nice Qf each i~er, have hereunto subrib+~d qur names as witnesses
thereto the day and year last above written.
Residing at
~ ~- t~ a
Residing at S'~ ~ 1
r~ ~
Residing at c~
~ l ~''
Page 15 of 16 Pages
COMMOrf WEALTH OF PENNSYLVANIA
COUNTY OF DAUPI~t
. SS.
We, RICHARD W. PfJ-WELL, the Testator, an ,
t'is~ and t- ~!~ ~ L. ~iX~~e witnesses, 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; that
the Testator signed willingly and executed it as his free and voluntary act for the purposes therein
expressed; that each subscribing witness in the hearing and sight of the Testator signed the Will
as a witness and that to the best of his or her knowledge the Testator was at that time eighteen
(1 S) ars of age or of , of so d mind and under no constraint or undue influence.
RICHARD W. POWELL W>t ess
Witness
Wi ess
Subscribed, sworn to and acknowledged before me by RICHARD W. POWELL, the
Testator, and subscribed and sworn to before me by ,
~~f and 'tnesses, this
day of , 2004. _
Notary blic
My Commission Expires:
Notarial Seal
Tonya S. Stoneroad, Notary Public
Susquehanna 'hvp., Dauphin County
MY Commission Expires Nov. 29, 2004
Page 16 of 16 Pages ~~~~~