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HomeMy WebLinkAbout10-06-10PETITION FOR PROBATE AND GRANT OF LE'TT'ERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSIYL' VANIA Estate of BEATRICE E. MYERS also known as _ .Deceased File Number Z( ~~"XQ Social Security Number 1 7474 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 Petitioners} is /are the EXECUTOR named in the last Will of the Decedent dated NOVEMBER 2, 2006 and codicil(s) dated (State relevant circwnstances, 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 for probate, was not the victim of a killing and was never adjudicated an incapacitated person: ^ B. Grant of Letters of Administration (IJa,~pplicable, enter: c.t.a.; db.n.c.t.a.; penderue life; durance c Petitioner(s) after a proper search has /have ascertained that Decedent left no Wiil and was survived by the Administration, c.t.a. or db.n.c.t.a., ewer date of Will in Section A above and complete list of heirs.) itate~ e~ ~ (""~ any~pd heir t n-i ~°r1 Name Relationshi ~~: ~.~ ~~-J -^' -;rrn ~: (COMPLETE WALL CASES:) Attack atidltlonal sheets jnecessary. Decedent was domiciled at death in CUMBERI-AND County, Pennsylvania with his /her last princi 442 AL OM RO ARLI C ERLAND C LINTY P NN YLV 17013 +G.*f al (residence at (List street address, town/city, township, county, state, zip code) Decedent, then 87 years of age, died on SEPTEMBER 16, 2010 at THORNWALD HOME, C ISLE, ERLAND OUNTY PENNSYLVANIA Decedent at death owned property with estirnated 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: ', ', $ 27,500.00 ' $ ' $ $ Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the t the undersigned: o~ ' Letters in the appropriate form to Si T d or rioted name and resi GEORGE H. DAVIDSON, 500 SANDBANK ROAD, MT. H L)~ Y SPRINGS, PA 17065 Form RW-02 rev. 10.13.06 o~the instrument(s) offered Page 1 of 2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 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 before me the ~' day of ~C t.r-~.. . oZb lD .~.li~ For the Register Signature of Personal Representative Signature of Personal Representative File Number: ~~ ~>' ~ ~~~ Estate of BEATRICE E. MYERS ,Deceased Social Security Number: 189-18-7474 Date of Death: SEPTEMBER 16.2010 AND NOW, ~'~ ,_, ~'~y . in consideration of the foregoing Petition, satisfactory proof having been presented before me, T I5 DECREED that Letters TESTAMENTARY aze hereby granted to GEORGE H. DAVIDSON in the above estate and that the instrument(s) dated NOVEMBER 2, 200b described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent. FEES Letters ............... $ 90.00 Short Certificate(s) ........ $ 8.00 Renunciation(s) .......... $ JCP _ _ , $ 23.50 AUTOMATION FEE , , . $ 5.00 WILL .. _ $ 15.00 ... $ ... $ ... $ ... $ ... $ ... $ TOTAL .............. $ 141.50 of Persoreul ~ - ~ Register ofAVills ~ Attorney Signature: !~ ' ~ `~'~-- Attorney Name: ROGER B. IRWIN, ESQUIRE Supreme Court I.D. No.: 6282 Address: 60 WEST POMFRET STREET CARLISLE, PA 17013 Telephone: (717) 249-2353 Forts RW-02 rev. 10.13.06 Page 2 of 2 fossos aEV to1roT~ _. _ T ~ _ _ _ 2/ /D -/~ ~ LOCAL REGISTRAR'S CERTIFICATION OF D~A~TH WARNING: It is illegal to duplicate this copy by photostat or photograph. f h Fee for this certificate, $6.00 ~ This. is to certify th~t the m onnation ere given >s Naaa.tp pEY nnaoa TYPElPie1T N aACK NMIPIII correctly copied or~1 an ongmal Cert>_ficate of Death duly filed with a ~s Local Registrar. The original t certificate will ~ forwarded to the State Vital Records Office f r 'anen fling. P 16775220 - ~ 2Q ~ Certification Number o al'Registraz ~ Date Issued F~a c • _ O 3 O ~ r*, '.`7 ~ [I') r ~""t C%? - ~ Q1 f~l „~1 ~~ COMMONWEALTH OF PEMN&Yi-MAMA • DEPARTMENT OF MEALiH • Y(TAL RfCOR6S © ~ ~_; °~~ CERTIFlCATE OF DEATH ~n _ ~?? (Bras INNSdLCtlONN~ ~Ild sXempNs ONN ravens) STATE F1LE -~ t: Nwo d Doood~A Ar, n11i Y1l Wtl - 2. Sa :.: 0.ls7Y 8nrly NrOoi - DrM 0a~, r-: Beatrlcs E. are Female. 189 -18 •-.7474 > ember , 2EltQ T. rOrroa aaP~.dNwNb s.p.NreNmyl urrT ur.1 aowd op far oorr 1b~Nr 87 r. Au 23 1923 Newbur PA ^aar«+ ^e+ro~p,NrN ^oa ® rbar ^nwarK. L1~•eP«~N: s- oawrd o.rn eF car. eo,o. Tai. d o.r~ ee F,ay Hr.. a.a ti,rrm, P~+rr~.rr.~8e.~e« o: Mw o«.e~r d rsar+c ultra ra n. fo r~ Diem w~a.ca~a, waw, rc. p YM oP1oaY CW1A l&+a1M :Cumberland Carlisle Thcrnwald Home Mdan,Prrenn.rel White fT. D/asi+i 1lrrl d.ak Dan nbrd Do rr - 12 YYw Doootlrl nor b Nr t0. DPaamti EAocrkn AIpMI aPglMldr.< 11. abrr BYlie abdod, 5b. Bmiiobp S~as.IN WIa VN nriolen nem.) arrd~aN NlnedsrNrrrKwa vs.lum.aFaora EbnrtiuYlSrordrYM1'TZ) X11 a I Walor40AmrEl Homemker OaFn home ^~ ®~ 8 Widowed ~aulreNnwaoArarlle~r,dylb.n,wa,.rPOaal °~^" Pennsylvania l~Arba~ ~nw.w +aaar. N Taa(]w.,o,ae.N b 'av 442 Nalnut Bottom Rd. CatllRle, PA 17013 ~ 1TacoNip~ Cumberland 176®N0~D101tl'" swrumNrd Carlisle cq'ieao M FrwaNrrRir, ~llro,br,rrq : t0. 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ZI / tV l .~ ~.~cVn. "AP~ c C't.rt,•u~ Pt 17016 ~'~~ ~ oro«wm wnsa Ne: QS/ Y7R ? S:GSharcalSharcdDacsiWord Proce~~sing\Clic~nislMyers, Beatric:elp6-~0-n?fi7~-'trill-MYE, BE Revice ~Villt 117,doc ** LAST WILL AND TESTAMENT ** I, BEATRICE E MYERS, of South Newton Township, Cumberland Cou revoke my prior wills and declare this to be my Last Will: FIRST: PAYMENT OF EXPENSES - I direct that the expense of my last illness paid from my estate as soon as may conveniently be done. SECOND: BEQUEST - I give, devise and bequeath certain items of personal forth on a memorandum duly signed by me and attached hereto to the indiv therein. THIRD: BEQUEST - I have previously registered certain bank accounts and c~ deposit jointly with my son, GEORGE H DAVIDSON. The intent of this form was not to create a gift, but for convenience. With respect to these items, I gi the proceeds as follows: - One-third to my son, GEORGE H DAVIDSON - One-third to be divided equally between the following: ~.~ _ ~~ . . -- t-= = _ i t, i_t_ C-'+..~ d ~'~ cr w L~.r 1.~1 CC c~'~ ~. ~~ ~ O ~,-• c~ o ~ ~ ii ~- ~j One-third divided among the following persons or organizatic ~~~ the following: ~~~ South Newton Volunteer Fire Company, one sF ~ American Red Cross, Cumberland County, one The above gifts are made per capita and not per stirpes. FOURTH: RESIDUE OF ESTATE - I give, devise and bequeath ail the rest, remainder of my according to the same formula as set forth in the Third p< Last Will and Testament. ,'Pennsylvania, d'funeral be rty as set named ficates of (registration end bequeath ^ One-third to my grandson, JOHN W DAVIDSO ; ^ One-third to the LEESBURG UNITED METHODIST CHURCH; ^ One-third to the ZION UNITED CHURCH OF CHf~IST, NEWBURG. s according to e and h of this, my 1 S:1SharelShar~jDocs't4Nord Praressin~lC:liYnt~lh1yers, Reatric:elp6-~0-02671-Will-MYE, E3E_"" Revice ~Villt 117.doc FIFTH: PROTECTIVE PROVISION- To the greatest extent permitted by law, b~fdre actual payment to a beneficiary, no interest in income or principal shall be (i) assignat~le to a beneficiary or (ii) available to anyone having a claim against a beneficiary. SIXTH: DEATH TAXES -All federal, estate and other death taxes payable on t e (property forming my gross estate, whether or not it passes under this will, shall be paid ut of the principal of my probate estate just as if they were my debts, and none of those ales shall be charged against any beneficiary. This provision shall not apply to any grope o~rer which I have a general power of appointment of federal estate tax purposes. SEVENTH: MANAGEMENT PROVISIONS - I authorize my Executor, as follov-~s: A. Retain/Invest: To retain and to invest in all forms of real estate and efsonal property, including common trust funds, mutual funds and money mar et!deposit accounts and certificates of deposit, regardless of any limitations impos d'' by law on investments by executors or any principle of law concerning investme t diversification; B. Compromise: To compromise claims and to abandon any propertywhich, in my Executor'sopinion, is of little or no value; C. Borrow: To borrow from and to se) l property to others, and to pled~ej property as security for repayment of any funds borrowed; D. Sell/Lease: To sell at public or private sale, to exchange or to lease~far any period of time, any rea! or personal property and to give options for sales of leas s; E. Capital Changes: To join in any merger, reorganization, voting trus plan or other concerted action of security holders, and to delegate discretionary duti s''with respect thereto; i F. Distribute: To distribute in kind and to allocate specific assets amo gthe beneficiaries (including any custodian hereunder) in such proportions s Amy Trustee may think best, so long as the total market value of any beneficiary's s arte is not affected by such allocation. These authorities shall extend to all property at any time held by my E e~utor or my Trustee and shall continue in full force until the actual distribution of II Such property. All powers, authorities and discretion granted by this Will shall be in ddition to those granted by law and shall be exercisable without court authorization. ~ EIGHTH: EXECUTOR - I appoint my son, GEORGE H DAVIDSON, Executor o~ my Will. In the event of the death, resignation, renunciation or inability of GEORGE H D ~IDSON to act as Executor, I appoint my grandson, JOHN W DAVIDSON, Executor of this, yl Will. Neither my Executor, nor any successor shall be required to give bond. I 2 ____ - _ __ _ _ _ _ _ t:LShare~LSharedDocsiVVord Proccatsing\C:lient~\hlyerc, BNatricr\qb-40-E12{i71-yVill-41YF., BE Revicc:~ Will'11 17,dor IN WITNESS WHEREOF, I have hereunto set my hand and seal this Z°~` day ot• ~vc+•-~s~. 2006. BEATRICE E MYERS, T In our presence, the above-named Testatrix signed this and declared it to be h~r vNill, and now, id in the presence of each other, we sign s Nvitnesses: 3 S:1Share~.SharecltRx:slVUarc1 Prore~sing\C:I+e~ni=ltt1vers, Beairicr\06-40-f)2ti71-kti`il!-MYF., BE Revice bVilll 1 17.doc STATE OF PENNSYLVANIA SS COUNTY OF FRANKLIN I, BEATRICE E MYERS, having been duly qualified according to law, ackn wedge that I signed the foregoing instrument as my Will, and that I signed it as my free and vol nt~ry act for the purposes therein expressed. ~~ EATRICE E MYERS, T stat ix' We, BEATRICE E MYERS, the Testatrix in and the undersigned witnesses t the Will, the attached or foregoing instrument, who have signed the instrument, having been q al~fied according to law do depose and say: (a) that I, the Testatrix, do hereby acknowledge that I signed the instrume t ~s my Will, that I signed it willingly and as my free and voluntary act for the purposes herein expressed; and (b) that we, the witnesses, were present and saw the Testatrix sign and ex crate the instrument as her Will, that he signed it willingly and executed it as her fr a end voluntary act for the purposes therein expressed; that each of us in the hearing and s gHt of the Testatrix signed the Will as witnesses and that to the best of our knowled e, the Testatrix was at that time eighteen or more years of age, of sound mind and under o Constraint or undue influence. C.ri ~ ~. Subscribed, sworn to or affirmed, and acknowledged before me by the above-named Testatrix and by the witnesses whose names appear on this Z°t`' day of Nov~4a~-, 2006. ~~~ Notary Public COMMONWE 'H OF NS Y Forest N. Nyrers,' PubNo MyS~ippsn~ sb= BoroExpires Dec.19~ Witness 4 . , . . 'k*MEMORANDUM** I give, devise and bequeath the following items: 1. My dry sink made by my son, GEORGE H DAVIDSO tb my son, GEORGE. 2. My sewing machine to CINDY WEAVER. 3. My riding mower and little white mower to MICHAEL MARTIN. 4. The Red Cross speaker phone and bell to be returned o THE RED CROSS. 5. All articles of clothing to my son, GEORGE H DAVID CIN and his wife, to be sent to the Philippines or other charitable r~anization. 6. My coffee table made by my son, GEORGE H DAVI S4N to GEORGE. Dated: , ?~ L-^ rfix BEATRICE E MYERS, Tes