HomeMy WebLinkAbout09-01-10PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate of DALE L. DAVIDSON
also known as
File Number L. / "/ ~~ {~ / ~ d
.Deceased Social Security Number 208-42-Aril
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 EXECUTOR , ~ named in the
last Will of the Decedent dated ~~ 9, 1996 and codicil(s) dated
i
(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 ~ht; 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: e.t.a.; db.n.c.t.a.; pendente life; duranteabsentia; du
Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following
Administration, c.t.a. or db.n.c.t.a., enter date of Will in SectionA above and complete list of heirs.)
(Lrst street address, tawn/eity, township, county, state, zip code)
Decedent, then 48
years of age, died on AUGUST 8, 2010
at HOLY SPIRIT HOSPIT.
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
situated as follows: 809 REDWOOD DRIVE, CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA
Wherefore, Petitioner(s) respectfupy request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant
the undersigned:
~~
HAROLD DAVIDSON, 141 SHIPPENSBURG
vninoritate)
(if any) and heirs: (If
PENNSBORO
',$ 2,000.00
~$,
'$ 145,000.00
in the appropriate forth to
PA
Form RW-02 rev. 10.13.06 Pie 1 Of 2
(COMPLETE I1V ALL CASES:) Attach additional sheets ijnecessaty.
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania with his /her last principal #e$idence at
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERI-AND
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
befo e the ~ day of
Zo1o
For the Register
Stgnatwe of Persona! Rspresentattve
Signature of Personal Representatrve
n o _._
Signature of Personal Representative
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File Number: `--~ ~ ~?
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Estate of DALE L. DAVIDSON ,Deceased '•~
,gin
~.~~ C;
Social Security Number: 208-42-5141 Date of Death: AUGUST 8.2010
AND NOW,1~d6t ~~ ~~~ ~b in consideration of the foregoing Petition, satisfactory proof
having been presented before me, T S DECREED that Letters TESTAMENTARY
are hereby granted to DONALD HAROLD DAVIDSON
in the above estate
and that the instrument(s) dated APRIL 9, 199b
described in the Petition be admitted to probate and filed of rec~~d as the last Willf and Codicil(s))pf Decedent. ~ n ~~
FEES `
Letters ............... $
260.00
Register of 'lls
Short Certificate(s) ........ $ 4.00 Attorney Signature:
Renunciation(s) .......... $
Attorney e: MAR S A. McKNIGHT, II
JCP .. , $ 23.50
AUTOMATION FEE $ 5.00 Supreme Court LD. No.: 25476
WILL $ 15.00
Address: 60 WEST POMFRET STREET
... $
$ CARLISLE, PA 17013
... $
... $
• • • $ Telephone: (717) 249-2353
... $
TOTAL .............. $ 307.50
Form RW-02 rev. 10.13.06 Page 2 of 2
~ng 4pg 2FV ±0'IOT
21 /~-oqo~
LOCAL REGISTRAR'S CERTIFICATION OF D~E'ATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $6.00
P 1G774464
Certification Number
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- This is to certify that the information here given is
correctly `copied frpm an original Certificate of Death
duly filed whit m~ as Local Registrar. The original
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Records O fo>i• }pe e t rng.
O~~ed /~`
L al egistrar ~~ Date Issued
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I, DALE L. DAVIDSON, of the Borough of Carlisle, Cumberlland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, he~~by expressly
revoking aU Wills and Codicils heretofore made by me. ~'
~: I direct my Executor to pay all of my debts, funeral and administratiiv~ expenses as
soon as maybe done conveniently after my decease.
TWO: I give, devise, and bequeath all of my estate of every nature and w~drever situate
to my children, LAUREN MARIE DAVIDSON and JACLYN RENEE D~i'?VIDSON, in
equal shares, per stirpes, provided they have each attained the age of Twenty-T~rt~ (22) years of
age.
If one of my children has predeceased me, then the share of said predeceased; child will be
equally distributed to the living issue of said child. If one of my children has predeceased me
without living issue, then said share will be distributed to my child who survives m~.
THREE: If my children have not yet attained the age of Twenty-Two (22~ dears of age,
then I give, devise, and bequeath my estate of every nature and wherever situa~te'~;iib: TRUST to
DONALD HAROLD DAYIDSON and VESTA MARIE DAVIDSON, as C('RUSTE~
.
~
,
,
-
subject to the following provisions. ~ ~
~
for the benefit of my children ~ ~
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a. This Trust will be for the sole benefit of my children, LAU~EN MARIE
DAVIDSON and JACLYN RENEE DAVIDSON, as provided herein.
I
b. The net income of the TRUST shall be applied at the sol~ sand absolute
I
discretion of the Trustees to the support, maintenance, education and general !v~elfare of my
children, in such manner as the Trustees deem proper, without regard to any ath~n funds which
may be available for the Trust purposes, ar may be accumulated in Trust. Upon the creation of
the TRUST, I direct the Trustees to establish separate Trust shares for each ~hi~d. Thereafter
income and principal can only be distributed from each child's own share for the I~benefit of said
child.
a I further authorize the Trustees, to apply not only the income, butt Also so much
of the principal as the Trustees deem necessary, in, for, or toward the maint~ence, support,
education and general welfare of my said children, in such manner as they shall. d proper. I
specifically request that Trust funds be used for transportation and living expenses ~ my children
in order for them to visit their living relatives.
d. When my each of my children attains the age of Twenty-Twb ~2~) years, the
Trustees will distribute the balance of the Trust principal and accumulated income'~tm each child.
If one of my children has died, then said share of the Trust principal and accum~l~ted income
should be distributed in equal shares to the living issue of said child. If said child }~ flied without
I,
2
living issue, then said share will be distributed equally to my children who survive nee.
e. The Trustees shall have the following powers, in addition to ~hhbse vested in
them by law, for my property held for the benefit of my beneficiary, whether incor~h~ or principal,
exercisable without court approval and effective until the distribution of all prople$ty under the
terms of this Trust; the Trustees, at their discretion, may compromise claims, bor#dw money, or
retain property for such length of time as they may deem proper, sell, lease, pli
transfer, exchange, convert or otherwise dispose of or grant options of all or
TRUST property for such prices, on such terms in public or private transacti~c
deem proper; and invest Trust property and income without restriction to legal inv
mortgage,
portion of
as they may
FOUR: I name DONALD HAROLD DAVIDSON and VESITi,A MARIE
DAVIDSON, to serve as Guardians of the Person and Guardians of the Property c~f my children,
LAUREN MARIE DAVIDSON and JACLYN RENEE DAVIDSON, if they ar minors at my
death.
FIVE: I appoint DONALD HAROLD DAVIDSON, to serve as Execu~o~ of this my
Last Will. If he is unable to serve, or if he ceases to serve as Executor, I name VE~S'1fA MARIE
DAVIDSON, to serve as Executrix in his place.
~: My Executor may, at his discretion, compromise claims, borrow mon~y retain
3
property for such length of time as he may deem proper; lease and sell property ~or such prices,
on such terms, at public or private sales, ~as he may deem proper; and invest estat~'~~property and
income without restriction to legal investments.
EVEN: No Ezecutor, Ezecutriz, Guardian ~ or Trustee acting hereunder shall be
required to post bond or enter security in this or any jurisdiction.
al thi of ril
IN WITNESS WHEREOF, I have hereunto set my hand and se s day Ap ,
1996.
~C (SEAL,
DALE L. DAVIDSON
Signed, sealed, published and declared by DALE L. DAVIDSON, the ~'I above named
Testator, as and for his Last Will and Testament, in the presence of us, who, at his ~~quest and in
his presence and in the presence of each other have subscribed our names as witn~ss~S hereto.
4
ACg1VOWLEDGMENTAND AFFIDA YIT
WE, DALE L. DAVIDSON, TERESA M. HENRY and CHERYL I~. CLELAND,
the testator and witnesses respectively, whose names are signed to the foregoi~~ instrument,
being first duly sworn, do hereby declare to the undersigned authority that the test~tor signed and
executed the instrument as his Last Will and that he had signed willingly, and that] he executed it
as his free and voluntary act for the purpose herein expressed, and that each of thje iwitnesses, in
the presence and hearing of the testator, signed the Will as a witness and that to tllq best of their
knowledge the testator was, at that time, eighteen years of age or older, of sound d and under
no constraint or undue influence.
COMMONWEALTH OF PENNSYLVANIA
S5: '~
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by DALE L. DA SON, the
testator herein, and subscribed orn to before me by TERESA M. HENRY a~ CHERYL
L. CLELAND, witnesses, this y of April, 1996.
tart' blue !~
Betzi A Moa~On, Notary t'ubiic ~
Car~ste Boro, Gxnberianc!
tiny Co-rxni~ior- Dec.1$~ 1