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HomeMy WebLinkAbout10-15-10Tr PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WII.,LS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of PATRICIA A KAHLEY File Number /~/~/~d ' 1 ~ ~Z also known as PATRICIA A KAHLEY ,Deceased Social Security Number 30-5670 VICKIE MORRIS AND PARRIS KEATIN - 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 CO-EXECUTRIXES named in the last Will of the Decedent dated and codicil(s) dated -- II (State relevant circumstances, e.g., renunciation, death of executor, eta) ', 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 i' ~ (IJapplicable, enter: c.t.a.; db.n.c.t.a.; pendente life; durance absentia; d~ra>!te mtnoritate) Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following ~pa'use (if any) and heirs: (If Administration, c.t.a. or d.b.n.c.t.a., enter date of Rill in SectionA above and complete list of heirs.) y, AT..... r1 PEA}t(M1C}11T It IdCi1Ce N ~~ •. .. -.. C © Q 7'l m~_- 7 C?' -1 Grr' `O ~ t~ -_, ~~ (COMPLETE IIVALL CASES:) Attach adtlltlonal sheets jnecessary. -n N r -` '~ c,~ ~ Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his /her last pt nci ' al teside~ at 311 KERRSVILLE ROAD CARLISLE PA 17015 ~ (List street address, town~city, township, county, state, ztp code) !i Decedent, then 72 years of age, died on 10/4/2010 at SOUTH MIDDLETON TT~ 01 V~VSHIP CARLISLE ~ PA 17013 Decedent at death owned property with estimated values as follows: ~! ~0 ~ "- erty $ All ersonal ro PA i il d i p p p ) c e n (If dom erty in Pennsylvania $ Personal ro PA il d i d i ~ p p ) c e n (If not om in County $~ ro ert Personal PA i il d i d f y p p ) c e n not om (I ia $~ l i P l t t l f • ennsy van n rea es a e ue o Va - - I follows: it t d ua e as s Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant ~f I.letters in the appropriate form to the undersigned: Signature Typed or printed name and residence VICKIE MORRIS 311 KERRSVI L ROAD ® ~ I P 71 ' PARRIS KEATING P.O. BOX 21 y P 172 1 Page 1 of 2 Form RW-02 rev. 10.13.06 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 tree and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioners} will well and truly administer the estate according to law. / Sworn to or affirmed and subscribed before me the _ f ~~ _.day of • ~ ~~iL ~ r( For the Register of Personal of Signature of Personal Representative r•.a b ~I3 O ~' '"~> File Number: %~ _ ~ " ~ ~ r:-> - ~ ,`. t ~ ~, J1 ~1 '~.,.J Estate of ~TRICIA A. KAH LEY ~ - ~~ ~ `-" = ~i tv ,"= ~`~ Social Security Number:186-30-5670 Date of Death: 1 /4/ ' " ' '~' .:: ~ Cj AND NOW, ~ ~' , , in consideration of the foregoing P ~ -~~ tit)on, satisfactory proof having been presented before me, T IS DECREED that rs are hereby granted to -in the ~ t t a -ve es e a and that the instrument(s) dated Z ~ ~ described in the Petition be admitted to probate arld filed of record as the last Will (and Codicil(s)) of Dec ei~t. FEES oa Letters .........( .) ................ $ _ Z/O. ~gister of Wills ~ G Short Certificates •••••••••.•• ~-aa Attorney Signature: Renunciation(s) ••••••••••....•• $ _ ~ a ~~ ~, $ (~ Attorney Name: T Y , "' • $ 2-'-~~ Supreme Court LD. No.: 78931 .... $ d V .... $ Address: 55 W. CHURCH VENUE .... $ 1 .... $ .... $ PA 17 .... $ $ Telephone: 717- 41 ~ TOTAL ............................. $ Form RW-02 rev. 10.13.06 ~ Page 2 Of 2 r _ wossos REV Iolro~~ • Z/-/o-/~`~Z- LOCAL REGISTRAR'S CERTIFICATION OF D~~q-TH WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $6.00 1 his is to certit tn~t the mtormanon Here given is correctly copied rorp an original Certificate of Death duly filed with e ~s Local Registrar. The original certificate will a 'forwarded to the State Vital Records Office f r ~ermanent filing. P 16854687 ~ 0 5 200 Certification Number Local Registrar !, Date Issued 1 ~ t uaM Oe COMMONNIEALTH OF PEPN~ISYLVAINA . DERARiUEt~T OF HEALTH. VITAL RECORDB cERTIFICATE OF DEATH (8w Mutr+~cllom 91114 unmpMs tm eNwad) a..,~.. 9 fi r.a 0 -:`J GL'1 ~, ;~~'7 te -/ C,-; r " - t'il - ~~ ti '''r"1 ~ ~ tea: ~ ~ (~ ~ - -I.1. _ ~ ~ ; _ `''' . c w t. NrtldOr101rFM til9a r4 orttq 0.8« 0.9aarl Near F 18 ~ 1. dDorp paR M,ftr1 .Patricia A. Kahley ' - 30 - 5670 1 0 2010 `MI+r9q+A + aordwe r. adrfr« awlyd 72 rR rn.. ~ ~ rrr. $/20/1938 n'4r ~ ®ror.r ^efrprpr.l ^pa ^ I ^ifrd.ro ^al«- -~.A Oeeirdpr0 tCp, 9oq lrp d0oo6 KFtifllrrplMYrMlM19roowr rdirnlr) 0.Ya O~rlnld NOptle Oiiy,7 No Yw f0. RlokMrMrOtn,9rdt.WNr, ro. CtanbP.rland S. Miclrlletan Zfati. Carlisle Regienal Medical Center ~ ~.~ ~ White +LO1.rtuw deaiir ^rr 9Y, ar fa nr otollrl wr r M fa p1110~1Y FA019n IBPIM pM 11/er otll owl u. rw 9wr Irt114 fa 9rvMrp epaa F dr, OM near nrral qrd Y/oAt 19nld4erlw/YMY~ Ud MieO f«awt ~ I Btl«idry (o-M) - 0.P (11 R 6e) ~~ a°0tl w d Wid - Pa ll Clark lisle S o e ^r. Hlro +aorw.rt.o~•rIA~+~w+r.~.+r;~we~1 oer.e PA aaor~ Aabdfrddrel +naw ~ wi d rn.i94«,or.a.~ r Tl~est Pennsbom rtp. 311 ICerrsville Rd. at lt Cumberland fm^ 0°tlMi A 0 5 t>e.caomq aurr a cgrpro fl9WSNw9tiL eMY.aC~) fa Nr.n Ntr~wd, Mtlir, odOwer.) ways - ~~ Fller ~ b./ai...N.e RIPU~ 4m. Hsnn..Yip,WYOt.IIY., ayllown, doY,opto011 V' L. Morris 311 Kerrsville Rd., Carlisle, PA 17015 91a 1r1e0d0YFYYon ~ ®Crtea~ ^Drrlon 9fa f>.raorPaileo l-e19~ar~fooA 9x.PMdCYpeiMnMnrda^rMY.owwbY«abrplr) lmrn(dylbe~~dir. i4 ~N ^ 9eY1 ^ Hrtor111m9Yr i MIw 6YtrrYt d pM~l A1rMal pe,. ~ MlriMr row..t ~ r.^ 1 tiddl Services Leclar PA ~ of krPn«n r ffilt«~rNm01f r FD 012633 L ?9c lMradAOJwdFrlp 1:]aing Brothers Funeral Hare, Inc. Car is e, PA 17013 OgYIrlYrrmissM drnaNfr9.. aaa Toa9ordtry retM ptalrrrtd9prmt on/lrl 999. l1orel Nerr '~, 2te ptr SbrE MrM4 bY. for) pgdfa r nrwirr rata a.n b ~• CQ oily oe~ d Oldd e Ilw 91@1 irirfr ooeirYf b prom ar. Trr d Dotw 9S ptY Pitnerierl pool A1rr~ dry, Yowl %. 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KAHLEY LL .r' 2Q I Q OCT I$ 'PH 12= 0 3 PA IDENTITY I, PATRICIA A. KAHLEY, residing in the County of Cumberland, orrumonwealth of Pennsylvania, being of sound mind and memory, and not acting under duress or undu iihfluence of any person whomsoever, hereby declare this to be my Last Will and Testament, and I do herreby revoke all other former Wills and Codicils to Wills heretofore made by me. My Social Security umber is 186-30- 5670. I have the following children: Vckie L. Morris, born April 20, 1955, and l~a-lris R %ating, born Apnl 8, 1958. DEBTS, TAXES AND ADMINISTRATION EXPENSES • I have provided for the payment of all my debts, expenses of administration of situated passing under this Will or otherwise, and estate, inheritance, transfer, and succ than any tax on ageneration-skipping transfer that is not a liability of my Estate (incl penalties, if any) that become due by reason of my death, under THE PATRI( REVOCABLE LIVING TRUST executed on even date herewith (the "Revocable Revocable Trust assets should be insufficient for these purposes, my Executor shall pa; from the residue of my Estate passing under this Will, without any apportionment or ~ the alternative, my Executor may demand in a writing addressed to the Trustee of th necessary to pay all or part of these items, plus claims, pecuniary legacies, and family a order. ra~perty wherever ss~on taxes, other ,d~ng interest and A'~ A. KAHLEY Trust"). If the any unpaid items inhbursement. In Trrust an amount wlvances by court PERSONAL AND HOUSEHOLD EFFECTS It is my intent that all my personal and household effects were transferred to th Revocable Trust as a result of the Declaration of Intent signed this date. If there are any questions regar 'ng the ownership or disposition of these assets, it is my desire that such assets pour into the Revocable T st, signed by me this date in accordance with the provisions of the section titled "Residue of Estate." RESIDUE OF ESTATE I give, devise and bequeath all the rest, residue and remainder of my property f levery kind and description (including lapsed legacies and devices), wherever situated and whether a q~ired before or after the execution of this Will, to the Trustee under that certain Trust executed by me o t1~e same date of the execution of this Will. The Trustee shall add the property bequeathed and devised y ,this item to the corpus of the above described Trust and shall hold, administer and distribute said pro in accordance with the provisions of the said Trust, including any amendments thereto made before m death. If for any reason the said Trust shall not be in existence at the time of death, or f f'or any reason a court of competent jurisdiction shall declare the foregoing testamentary disposition to ~ Trustee under said Trust as it exists at the time of my death to be invalid, then I give all of my Es t~ including the POUR-OVER WILL Page 1 P~ Testatrix ~__,_ residue and remainder thereof to that person who would have been the Trustee under the Trust, as Trustee, and to their substitutes and successors under the Trust, described herein Love, to be held, managed, invested, reinvested and distributed by the Trustee upon the terms and condi~'ods pertaining to the period beginning with the date of my death as are constituted in the Trust as at 'resent constituted giving effect to amendments, if any, hereafter made and for that purpose I do hereb}~ incorporate such Trust by reference into this my Will. EXECUTOR I hereby nominate and appoint Vickie L. Mon7s and Parris R Keating to serve without bond as my Joint Executors. In the event that one of the Joint Executors shall predecease me, or is unable or willing to act as my Executor for any reason whatsoever, then and in the event I hereby nomina at~d appoint the remaining Executor to serve without bond as my Independent Executor. Whenever the word "Executor" or any modifying or substituted pronoun there or¢ is used in this my Will, such words and respective pronouns shall be held and taken to include both a ~ingulaz and the plural, the masculine, feminine and neuter gender thereof, and shall apply equally to th l~xecutor named herein and to any successor to substitute Executor acting hereunder, and such succ ss~r or substitute Executor shall possess all the rights, powers, duties, authority, and responsibility c n~erred upon the Executor originally named herein. EXECUTOR POWERS By way of Illustration and not of limitation and in addition to any inherent, irr~pl~ed or statutory • powers granted to executors generally, my .Executor is specifically authorized and empowered with respect to any property, real or personal, at any time held under any provision of this m}~ Will: to allot, allocate between principal and income, assign, borrow, buy, care for, collect, compromi a Maims, contract with respect to, continue any business of mine, convert, deal with, dispose of, enter int , exchange, hold, improve, incorporate any business of mine, invest, lease, manage, mortgage, grant an e~Cercise options with respect to, take possession of, pledge, receive, release, repair, sell, sue for, make di tr~butions in cash or in kind of partly in each without regazd to the income tax basis of such asset and in g etal, exercise all of the powers in the management of my Estate which any individual could exercise in a #nnagement of similaz property owned in its own right upon such terms and conditions as to my Execut r }nay seem best, and execute and deliver any and all instruments and do all acts which my Executor y deem proper or necessary to carry out the purpose of this my Will, without being limited in any way by he' specific grants or power made, and without the necessity of a court order. ~ My Executor shall have absolute discretion, but shall not be required, to make djjustments in the rights of any Beneficiaries, or among the principal and income accounts to co sate for the consequences of any tax decision or election, or of any investment or administrative derision, that my executor believes has had the effect, directly or indirectly, of preferring one Benefi ia~y or group of Beneficiaries over others. In determining the Federal Estate and Income Tax liabilities of my Estate, my Executor shall have discretion to select the valuation date and to determine whether arty or all of the allowable administration expenses in my Estate shall be used as Federal Estate Tax dt~ductions or as Federal Income Tax deductions. ~~ • POUR-OVER WILL ~I' Page 2 i Testatrix SPECIFIC OMISSIONS I have intentionally omitted any and all persons and entities from this, Testament, except those persons and entities specifically named herein. If any P~ challenge any term or condition of this Will, or of the Living Trust to which I have n sections "Household and Personal Effects" and "Residue of Estate," then, to that peg and bequeath the sum of only one dollar ($1.00) only in lieu and in place of any bequest or interest which that person or interest may have in my Estate or the Living ' SIMULTANEOUS DEATH ff any other Beneficiary should not survive me for sixty (60) days, then it presumed for the purpose of this my Will that said Beneficiary predeceased me. PATRICIA A. Testatrix This instrument consists of 5 typewritten pages, including the Attestation Clause, Se signature of Witnesses, and acknowledgment of officer. I have signed my name at the the preceding pages. This instrument is being signed by me on this Neve•~bF~- oZ . . Last Will and r or entity shall reference in the for entity, I give ~ benefit, grant, G and its Estate. be conclusively roving Clause, tom of each of t sfi day of POUR-OVER WILL Page 3 ATTESTATION CLAUSE The Testatrix whose name appears above declared to us, the undersigned, ghat the foregoing instrument was his/her Last Will and Testament, and he or she requested us to act a~, witnesses to such instrument and to his/her signature thereon. The Testatrix thereupon signed such in~tnament in our presence. At the Testatrix's request, the undersigned then subscribed our names to th instrument in our own handwriting in the presence of the Testatrix. The undersigned hereby declare, ' Ithe presence of each of us, that we believe the Testatrix to be of sound and disposing mind and memo Signed by us on the same day and year as this Last Will and Testament ~va~ signed by the Testatrix. WITNES E ADDRESSES: ~('~~S~P ~ a I7 C ~ CoA PS (Printed Name of Witness) City, State, Zip :7 • POUR-OVER WILL Page 4 C_~ Sl.~ '. _~ I ~(~ Testatrix _- __ ~__i _ _ __ _ ___ __ (Printed Name of Witness) COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SELF-PROVING CLAUSE BEFORE ME, the undersigned authority, on this day,~~e~t'sonally appear d PATRICIA A. KAHLEY, ~/) c ~ C ~ h ro S and Jdlnh ~ , lrnown to me to be the Testatrix and the witnesses, respectively, whose name are subscribed to the foregoing instrument in their respective capacities, and all of them being by me duly wpm, PATRICIA A. KAHI,EY, Testatrix, declared to me and to the witnesses, in my presence, that the in trument is his/her Will and that he or she had willingly made and executed it as his/her free act and dee fpr the purposes therein expressed; and the Witnesses, each on his or her oath, stated to me in the pre c~ and hearing of the Testatrix, that the Testatrix had declared to them that the instrument is his Will dl that he or she executed the same as such and wanted each of them to sign it as a witness; and u their oaths, each witness stated further that he or she did the same as a witness in the presence of the T st~trix, and at his request and that he or she was at that time eighteen (18) years of age or over and was f sound mind, and that each of the witnesses was then at least fourteen (14) years of age. ~ PATRICIA A. Testatrix i , • ~~ • ~ cw Name of W (Printed Name of Witness) • SUBSCRIBED AND ACKNOWLEDGED before me y PATRICIA A. KA~IIEY, Testatrix, and su scribed and worn to before me by : C~ ~ ~ and ~ i witnesses, this the day of vew+ p ' ~` Notary Public, Commonweal ennsylvania Glen R. Nota~ Seal ~~ ~ ~~~ T7j...~".,..... Member ~'"s" - R. Jr N~a~Eery PabNc POUR-OVER WIIrL Page 5 _ ~__~~_'10