HomeMy WebLinkAbout01-26-11IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
REGISTER OF WILLS
PETITION FOR PROBATE AND GRANT OF LETTERS
Estate of BETTY M. NICHOLSON
a/k/a:
a/k/a:
a/k/a:
Deceased ESTATE NO: 21- -' U I 1 ~1
SS NO: 055-20-7467
Petitioner(s) who is/are 18 yrs of age or older, apply(ies) for: COMPLETE SECTION `A' or `B' AND "C" as
applicable:
O A. Probate and Grant of Letters Testamentary or ^ Administration c.t.a., or d.b.n.c.t.a. (complete Part C also)
and aver that Petitioner(s) is/are entitled to the aforementioned Letters TESTAMENTARY under
the last Will of the above-named Decedent, dated 12/22/2010 and codicil(s) dated
(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 the
instruments offered for probate; was not the victim of a killing, was never adjudicated an incapacitated person, and was not a
party to a pending divorce proceeding at the time of death wherein grounds for divorce had been established as defined in
23 Pa. C.S.A. § 3323(g): N/A
^ B. Grant of Letters of Administration
(If applicable, enter d.b.n., pendent lite, durante absentia, durante minoritate)
C. 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 and complete lift, cif
heirs); was not the victim of a killing; was never adjudicated an incapacitated person; and was not a party ~'a ending l'vorce ~
roceedin wherein rounds for divorce had been established as rovided in 23 Pa. C.S.A. 3323 eit as follows: =~~ ~-i'
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Name Address Relutio o De nt
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USE ADDITIONAL SHEETS IF NECESSARY
THIS SECTION MUST BE COMPLETED:
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence
At _5327 COBBLESTONE DRIVE, LOWER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
(Street address with Post Office and Zip Code, Municipality: Township, Borough, City)
Decedent, then 82 years of age, died 1/10/2011 at MECHANICSBURG, PENNSYLVANIA
(Month, Day, Yeaz of death) (City and State where death occurred)
Estimated value of decedent's property at death:
If domiciled in PA All personal property $ 200,000.00
If not domiciled in PA Personal property in Pennsylvania $
If not domiciled in PA Personal property in County $
Value of Real Estate in Pennsylvania $ 100,000.00
Total Estimated Value $ 300,000.00
Location of Real Estate in Pennsylvania: (Provide full address if possible.) 5327 COBBLESTONE DR., MECHANICSBURG, PA
Signature(s) Name(s) & Mailing Address(es)
JUDITH A BEICHLER 2033 HARVEST DR MECHANICSBURG PA
RUTH E MORRIS 2247 CANTERBURY DR MECHANICSBURG PA
tnrerim Fnrm RW-0?_ revised 1226.10 by Cumberland County nendine action by the Court Page 1 oft
OATH OF PERSONAL REPRESENTATIVE
Commonwealth of Pennsylvania ~ SS
County of Cumberland
The Petitioner(s) herein named swear or affirm 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
b fore me this (.~ day of
~,~~.
:,
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For the Register
DECREE OF PROBATE AND GRANT OF LETTERS
Estate of BETTY M. NICHOLSON ,Deceased File Number: 21- Q ~ ~ - ~ `-(
AND NOW, this ,~ 7 day of ~~,~^LLJ` Q r" __ a t ~ , in consideration of the Petition on
the reverse side hereon, satisfactory proof having be presented before me, IT IS DECREED that Letters
x Testamentary of Administration are hereby granted to:
(If applicable, enter c.t.a., d.b.n., d.b.n.c.t.a., etc.)
JUDITH A. BEICHLER AND RUTH E. MORRIS in
the above estate and that instruments(s) dated 12/22/2010 described in the petition be
admitted to probate and filed of record as the last Will and Codicil(s) of Decedent.
lenda Farner Strasbaugh, ~ ~~ f ~ ~ ~ ~ ~~ U,~ . ~ ~~ C,1~1 ~~ tw
Register of Wills
FEES: Signature of Counsel Req ' d to E Appearance
Letters ................. .$ 310.00
Will ....................... 15.00 Atty's Signa ~
Codicil(s) .............. .
(3 )Short Certificates 12.00 PRINTED Name: ARCUS A. McKNIGH III
( )Renunciations.......
Bond ............................
Other .............................
............................
. Address: 60 WEST POMFRET STREET
.
...
""""""""""""""""
CARLISLE, PA 17013
Automation FEE......... 5.00
JCS FEE ................... 23.50 Phone: 717 249-2353
Fax: 717 249-6354
TOTAL ................$ 365.50
Interim Form RW-02 revised 12.26.10 by Cumberland County pending action by the Court Page 2 of 2
OCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate. $h.OU
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Certification Number
This is to certify that the information here given is
correctly copied from tl.n original Certificate of Death
duly Filed v~~ith me as Local Registrar. The original
certificate will be l~(,trwarded to the State Vital
Records Office for perman nt filing.
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I, BETTY M. NICHOLSON, of Lower Allen Township, Cumberla~dy,=CountyFa ~,
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Pennsylvania, declare this to be my Last Will and Testament, hereby revoking all Wills and
Codicils heretofore made by me.
ONE. I direct my Co-Executors to pay all of my debts, funeral and administrative
expenses as soon as convenient after my decease. Furthermore, I direct that all state, inheritance,
succession and other death taxes imposed or payable by reason of my death and interest and
penalties thereon with respect to all property composing of my gross estate for death tax
purposes, whether or not such property passes under this will, shall be paid by the Co-Executors
of my estate.
TWO. My Co-Executors may, at their discretion, compromise claims, borrow money,
retain property for such length of time as they may deem proper; lease and sell property for such
prices, on such terms, at public or private sales, as they may deem proper; and invest estate
property and income without restriction to legal investments unless otherwise provided
hereunder. I authorize and empower my Co-Executors to sell any realty and/or personalty owned
by me at my death and not specifically devised or bequeathed herein, at public or private sale or
sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could
do if living. My Co-Executors are authorized and empowered to engage in any business in which
I may be engaged at my death, for such period of time after my death as seems expedient to said
Co-Executors.
`~`t3l
THREE. I specifically give, devise and bequeath the sum of Twelve Thousand and
no/100 ($12,000.00) Dollars to my son, JOHN A. NICHOLSON, provided that the following
conditions of this specific bequest are met:
A. That JOHN A. NICHOLSON does not contest the provisions of this Will
for any reason and releases my estate and my Co-Executors upon receipt of the
sum of Twelve Thousand and no/100 ($12,000.00) Dollars.
B. That at the time of my death JOHN A. NICHOLSON is not seeking a
hearing before a Cumberland County Judge regarding the custody of
STEPHANIE L. NICHOLSON. If at my death a custody hearing is already
scheduled before a Cumberland County Judge, this condition will be met if he
cancels it within thirty (30) days of my death. I do not wish my granddaughter to
undergo custody litigation which is funded by this specific bequest.
If these conditions are not met this bequest will lapse and be used for estate
administration expenses, legal fees, or payment of any inheritance tax due the Commonwealth of
Pennsylvania.
FOUR. I give all the rest, residue, and remainder of my estate of every nature and
wherever situate as follows:
A. JUDITH A. BEICHLER .....................................25%
B. MARK J. NICHOLSON .....................................25%
C. RUTH E. MORRIS ..............................................25%
D. STEPHANIE L. NICHOLSON ..........................25% **
**In Trust to Marcus A. McKnight III and Ruth E. Morris as Co-Trustees as set forth in
Paragraph Five less the sum of $12,000.00 bequeathed to my son, JOHN A.
NICHOLSON, the father of STEPHANIE L. NICHOLSON, whether the bequest to
him is in effect or used by my estate if he fails to meet the conditions of this bequest.
2
FIVE. If my granddaughter, STEPHANIE L. NICHOLSON, has not yet attained the
age of Twenty-Three (23) years of age at the time of my death, then I give, devise, and bequeath
25% of my estate less the sum of Twelve Thousand and no/100 ($12,000.00) Dollars in TRUST
to RUTH E. MORRIS and MARCUS A. McKNIGHT, III as CO-TRUSTEES for the benefit
of my granddaughter, STEPHANIE L. NICHOLSON, who has not yet attained the age of
Twenty-Three (23) years subject to the following provisions.
A. This TRUST will be for the sole benefit of my granddaughter, STEPHANIE
L. NICHOLSON as provided herein.
B. The net income of the Trust shall be applied at the sole and absolute
discretion of the Co-Trustees to the support, maintenance, education and general welfare
of my granddaughter, STEPHANIE L. NICHOLSON, in such manner as the Co-
Trustees deem proper, without regard to any other funds which may be available for the
Trust purposes, or may be accumulated in Trust.
C. I further authorize the Co-Trustees, to apply not only the income, but also so
much of the principal as the Co-Trustees deem necessary, in, for, or toward the
maintenance, support, education and general welfare of my granddaughter, STEPHANIE
L. NICHOLSON, in such manner as they shall deem proper. When my granddaughter,
STEPHANIE L. NICHOLSON, attains the age of Twenty-Three (23) years, the Co-
Trustees will distribute to said child the balance of principal and accumulated income
contained in said Trust.
3
D. The Co-Trustees shall have the following powers, in addition to those
vested in them by law, for my property held for the benefit of my granddaughter,
STEPHANIE L. NICHOLSON, whether income or principal, exercisable without court
approval and effective until the distribution of all property under the terms of this Trust;
the Co-Trustees, at their discretion, may compromise claims, borrow money, or retain
property for such length of time as they may deem proper, sell, lease, pledge, mortgage,
transfer, exchange, convert or otherwise dispose of or grant options of all or any portion
of Trust property for such prices, on such terms in public or private transactions as they
may deem proper; and invest Trust property and income without restriction to legal
investments.
SIX. I nominate and appoint JUDITH A. BEICHLER and RUTH E. MORRIS to be
the Co-Executors of this my Last Will and Testament. If they are unable to serve, I nominate
and appoint MARCUS A. McKNIGHT, III to serve as Executor in their place.
SEVEN. No person(s) shall benefit hereunder unless such beneficiary shall survive me
by thirty (30) days.
EIGHT. No Co-Executor or Co-Trustee acting hereunder shall be required to post bond
or enter security in this or any other jurisdiction.
NINE. No beneficiary may assign or anticipate his or her interest in any income or
principal held or distributable hereunder; and no beneficiary's creditors may attach or otherwise
reach any such interest.
4
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 22nd day of
December 2010.
(SEAL)
BETT M. NICHOLSON
Signed, sealed, published and declared by the above-named person as and for a Last Will
and Testament, in our presence, who at said person's request, in said person's presence and in the
presence of each other have hereunto set our names as subscribing witnesses.
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5
ACKNOWLEDGMENT AND AFFIDAVIT
WE, BETTY M. NICHOLSON, SHARON L. SCHWALM, and TRACI D. SMITH,
the testatrix and witnesses respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed
and executed the instrument as her Last Will and that she had signed willingly, and that she
executed it as her free and voluntary act for the purpose herein expressed, and that each of the
witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the
best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound
mind and under no constraint or undue influence.
BETTY . NICHOLSON
,?YlTIa~1
SHARON L. SCHWALM
TRACI D. SMITH
COMMONWEALTH OF PENNSYLVANIA :
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by BETTY M. NICHOLSON, the
testator herein, and subscribed and sworn to before me by SHARON L. SCHWALM and
TRACI D. SMITH, witnesses, this 22nd day of December 2010. ~,, _
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COMMONWEALTH OF PENNSYLVANIA a Pu lic
Notarial Seal
Martha L. Noel, Notary Public ,~
Carlisle Boro, Cumberland County
My Commission Expires Sept. 18, 2011
Member, Pennsylvania Assflciation of Notaries