HomeMy WebLinkAbout10-25-10PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate of MARGARET HYATT SMITH File Number ~/ I I ~' I ~t~ S
also latown as MARGARET H. SMITH
,Deceased Social Security Number 242-09-4249
DANIEL EE WHITESIDE
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 8/30/2005 and codicil(s) dated N/A
(State relevant circumstances, e.g., renunciation, death of executor, etc. j
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
(lf applicable, enter: c.t.a.; d.b.n.c.t.a.; pendente lire; durante absentia; durance rninoritate)
Petitioner(s) 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.)
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(COMPLETE IN ALL CASES:) Attach additional sheets if necessary. ` ~~ ~ _ , -~-s
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his /her last princip~residence at ~~• } r'-+
22 ABBEY COURT CARLISLE PA 17015 SOUTH MIDDLETON TWP -- ~''
(List street address, town/city, township, county, state, zip code)
Decedent, then 93 yeazs of age, died on 10/21/2010 at 22 ABBEY COURT CARLISLE PA
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ 250.000.00
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania $ 165.000.00
22 ABBEY COURT, CARLISLE, SOUTH MIDDLETON TOWNSHIP, PA
situated as follows:
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:
Signature Typed or printed name and residence I
DANIEL LEE WHITESIDE
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 aze 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
?~10
F e Register
IEL LEE WHITESIDE
Signature of Personal Representative r~
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Estate of MARGARET HYATT SMITH ,Deceased `~
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Social Security Number: 242-09-4249 Date of Death: 10/21 /2010
AND NOW, ~~ ~ ~~ ~ Y , 2010 , in consideration of the foregoing Petition, satisfactory proof
having been presented before me, IT IS DECREED that Letters TESTAMENTARY
aze hereby granted to DANIEL LEE WHITESIDE
in the above estate
and that the instrument(s) dated AUGUST 30. 2005
described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent.
FEES
Letters ..••.••.••••••••••.•••••••••• $ 310.00
Short Certificate(s) ••••••••••.• $ 20.00
Renunciation(s) •••••••••••••••• $
JCS FEE
AUTOMATION
WILL
..,, $ 23.50
.,,. $ 5.00
,,,, $ 15.00
.... $
.... $
.... $
.... $
.... $
.... $
TOTAL ............................. $ 373.50
Supreme Court I.D. No.: 34838
Address: WIX WENGER & WEIDNER. PO BOX 845
HARRISBURG. PA 17108-0845
Telephone: ,(717) 234-4182
Form RW-02 rev. 10.13.06 Page 2 of 2
Attorney Name: DAVID R. GETZ. ESQUIRE
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $6.00
P 16854982
Certification Number
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X7aE-tYS REV 11fA08
TYPE I PRYR Yi
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This is to certify that the information here given
correctly copied from an original Certificate of Dea_
duly filed with me as Local Registrar. The origir
certificate will be forwarded to the State Vi Records Office for permanent filing.
• )1-F~tea>`c~r,~t-~X' OC~f 2.2/201
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Local Registrar Date Issued
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COMMONWEALTH OF PENNSYLVANU • DEPARTMENT OF HEALTH • VRAL RECORDS
CERTIFICATE OF DEATH
(Ses inetructlons and edtamplss On reVMM) STATE FlLE NUMBER
1. Name a Deoedue (FMeI, nedde, ler. euAb.) 2 Sul S Body Scary bnha 4. DeY d Oeeh (~d4 aK yaa)
Margaret H. Smith Female 242 _ 09 _ 4249 October 21, 2010
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LAST WILL AND TESTAMENT
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MARGARET HYATT SMITH ti ~= ~, N r-- - ,
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I, MARGARET HYATT SMITH, a resident of the Cci~onwea~i of ' f ~~
Pennsylvania, make, publish and declare this to be my Last Will and Testament, revok~g alh'~' `= ~;
wills and codicils at any time heretofore made by me.
FIRST: I direct that the expenses of my last illness and funeral and the expenses
of the administration of my estate shall be paid from my residuary estate without apportionment.
I direct that all estate, inheritance and similar taxes payable with respect to property included in
my estate, whether or not passing under this will, and any interest or penalties thereon, shall be
apportioned among the people interested in my estate in the manner provided by law in the
absence of a contrary direction in this will.
SECOND: I give the sum of Ten Thousand Dollars ($10,000.00) to my
grandson, DANIEL LEE WHITESIDE, JR., if he survives me.
THIRD: I give the sum of Ten Thousand Dollars ($10,000.00) to my
granddaughter, LAURIE E. NUNN, if she survives me.
FOURTH: I give all the rest, residue and remainder of my property and estate,
both real and personal, of whatever kind and wherever located, that I own or to which I shall be
in any manner entitled at the time of my death (collectively referred to as my "residuary estate"),
as follows:
(a) If my son, DANIEL LEE WHITESIDE, survives me, to my son, DANIEL
LEE WHITESIDE.
(b) If my son, DANIEL LEE WHITESIDE, does not survive me, my residuary
estate shall be paid and distributed to those of my daughter-in-law, MARCELLA
M. WHITESIDE, my grandson, DANIEL LEE WHITESIDE, JR., and my
granddaughter, LAURIE E. NUNN, who survive me, in equal shares. If none of
the aforesaid beneficiaries of my residuary estate shall survive me, my residuary
estate shall be paid and distributed to those of my great grandson, ANDREW
NUNN, my great granddaughter, CATHERINE NUNN, and my great grandson,
BENJAMIN NLTNN, who survive me, in equal shares.
(c) If none of the beneficiaries described in clauses (a) and (b) above shall
survive me, then I give my residuary estate to those who would take from me as if
I were then to die without a will, unmarried and the absolute owner of my
residuary estate, and a resident of the Commonwealth of Pennsylvania.
~~
FIFTH: If any property of my estate vests in absolute ownership in a minor or
incompetent, my Executor, at any time and without court authorization, may: distribute the
whole or any part of such property to the beneficiary; or use the whole or any part for the health,
education, maintenance and support of the beneficiary; or distribute the whole or any part to a
guardian, committee or other legal representative of the beneficiary, or to a custodian for the
beneficiary under any gifts to minors or transfers to minors act, or to the person or persons with
whom the beneficiary resides. Evidence of any such distribution or the receipt therefor executed
by the person to whom the distribution is made shall be a full discharge of my Executor from any
liability with respect thereto, even though my Executor may be such person. If such beneficiary
is a minor, my Executor may defer the distribution of the whole or any part of such property until
the beneficiary attains the age of eighteen (18) years, and may hold the same as a separate fund
for the beneficiary with all of the powers described in Article SEVENTH hereof. If the bene-
ficiary dies before attaining said age, any balance shall be paid and distributed to the estate of the
beneficiary.
SIXTH: I appoint my son, DANIEL LEE WHITESIDE, to be my Executor. If
my son, DANIEL LEE WHITESIDE, shall fail to qualify for any reason as my Executor, or
having qualified shall die, resign or cease to act for any reason as my Executor, I appoint my
grandson, DANIEL LEE WHITESIDE, JR., as my Executor. I direct that no Executor shall be
required to file or furnish any bond, surety or other security in any jurisdiction.
Any bank, trust company or similar institution at any time serving as Executor
hereunder shall be entitled to receive compensation for its services in accordance with its
standard schedule of compensation in effect when such compensation is payable.
SEVENTH: I grant to my Executor all powers conferred on executors under the
Pennsylvania Probate, Estates and Fiduciaries Code, as amended, or any successor thereto, and
all powers conferred upon executors wherever my Executor may act. I also grant to my Executor
power to retain, sell at public or private sale, exchange,. grant options on, invest and reinvest, and
otherwise deal with any kind of property, real or personal, for cash or on credit; to borrow money
and encumber or pledge any property to secure loans; to pay any legacy or distribute, divide or
partition property in cash or in kind, or partly in kind, and to allocate different kinds of property,
disproportionate amounts of property and undivided interests in property among any parts, funds
or shares, and to determine the fair valuation of the property so allocated, with or without regard
to tax basis; to determine what property shall receive basis increases pursuant to Section 1022(b)
and (c) of the Internal Revenue Code and the amount of such increases and to make such
determinations without regard to any duty of impartiality as between different beneficiaries; to
exercise all powers of an absolute owner of property; to compromise and release claims with or
without consideration; and to employ attorneys, accountants and other persons for services or
advice. The term "Executor" wherever used herein shall mean the executors, executor, executrix
or administrator in office from time to time.
EIGHTH: I direct that for purposes of this will a beneficiary shall be deemed to
predecease me unless such beneficiary survives me by more than thirty days.
~ ~a, ~.,.~-_
This document was prepared under the authority of 10 U.S.C. §1044 and
implementing military regulations and instructions, by Captain Victoria Ko, United States Army,
who is licensed to practice law in the State of New York.
IN WITNESS WHEREOF, I, MARGARET HYATT SMITH, si y name
an publish and declare this instrument as my last will and testament this ~ day of
2005.
~~ ~~( .
MARGARET HYATT SMITH
Captain Victoria Ko read the foregoing instrument to the above-named Testatrix,
MARGARET HYATT SMITH, who after acknowledging that she understood the contents of
this document, signed, published and declared this document to be her last will and testament in
our presence, all being present at the same time, and we, at her request and in her presence and in
the presence of each other, have subscribed our names as witnesses on the date above written.
having an address at
~~~~
having an address at
3
ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA, COUNTY OF CUMBERLAND, ss.
We, the Testatrix and the witnesses, whose names are signed to the attached or
foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that
the Testatrix, MARGARET HYATT SMITH, signed and executed said instrument as her last
will and testament in the presence and hearing of the witnesses, and that she had signed
willingly, and that she executed it as her free and voluntary act and deed for the purposes therein
expressed, and that each of the witnesses at the request of the Testatrix, in the presence and
hearing of the Testatrix and each other, signed the will as witness, and that to the best of his or
her knowledge the Testatrix was at the time at least eighteen years of age or emancipated, of
sound mind and under no constraint, duress, fraud or undue influence.
~~ ~•
MARGARET HYATT SMITH
Testatrix ~)
print: /`'~ [ C~r7~~ ~ . 1- ~"'- bor ion 2_,
Witness
print: ~t ~ C• G-c~~o
Witness
Subscribed, sworn to and acknowledged before me by the said MARGARET
HYATT SMITH estatrix, d subscribed and sworn to before me by the above-named
witnesses, this ;,day of , 2005.
N ary Public
My commission expires ory~ /~ 0?1109
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Betty S. i0stler, Notary Public
Carlisle Born, Cumberland County
My Cormtiesion Expires May 14, 2006
Member, Pennsylvania Association of Notaries