HomeMy WebLinkAbout03-23-11PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND
Estate of Doris E. Thomson
also known as
COUNTY, PENNSYLVANIA
.~
File Number 21 "' ~ ~ ~ ~,~' _`~
,Deceased Social Security Nun-Iber 195-32-1031
Kathleen E. Liddick
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE A' or `B' BELOW.~J
® A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the Executrix named in the
last Will of the Decedent, dated 08/31 /2004 and codicil(s) dated
State relevant circumstances, e.g., renunciation, death of executor, etc.
After the execution of the documents offered for probate: Decedent did not marry; was not divorced; was not a party to a pending divorce proceeding
wherein grounds for divorce had been established as provided in 23 Pa. C.S.A. § 3323 (g); did not have a child born or adopted; was not the victim of
a killing; and was never adjudicated an incapacitated person, except as follows:
N/A
^ B. Grant of Letters of Administration
(If applicable, enter: c.t.a.; d. b. n. c.t.a.; pedente liter durante absentia; durante minoritete)
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 on Section A above and complete list of heirs); was not the victim of a killing; was never
adjudicated an incapacitated person; and was not a party to a pending divorce proceeding wherein grounds for divorce had been established as
provided in 23 Pa. C.S.A. § 3323 (g), except as follows:
Golden Living Center-West Shore, East Pennsboro Township,
Decedent, then ~~ years of age, died on 03/01/2011 at Cumberand County, Pennsylvania
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ 20,000.00
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania $ __ 130,000.00
situated as follows: 7 South Rupp Avenue, Shiremanstown, Cumberland County, Pennsylvania 17011
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
Kathleen E. Liddick 27 Wild Rose Lane
~ ' Mechanicsburg, PA 17050
~>/~~>~C.' 1~.!~// ~" ~.-~L~~I-C~i' (717) 796-1771
Form RW-U2 Rev. 72-26-2006 (interim form, pending action by the Court) Copyright (c) 2010 form software only The Lackner Group, Inc. Page 1 of 2
~vv~r.i ~~ ~ ~ i~v r,~~, vr, ~7L..7.~ n[laW/ dUUIUVIICiI Jr/CC(S ~~ necessary. ~ -; -1
Decedent was domiciled at death in Cumberland County, Pennsylvania with his /her last principal residE~nce at
7 South Rupp Avenue, Shiremanstown, Cumberland, PA 17011
(List street address, town/city, township, county, state, zip code)
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
.~ r•t r•~
before me this /~~~ ~ __ day of
A
Signature of
~~
rcepresentanve Kathleen E. Liddick
1. ;h,~,~'~ ~ r ~~gnarure or rersonal Kepresentative -
• , _ ~
.; `-~
%~ ~ ~~ /~:, r- _~ ,-~-~
~ 9 `t J~7/' /..fin! / _
Signature of Personal Representative ~ ~ ~ <
For the Register _-: {
__ , -,
J _.
File Number: 21 -/ 1 "G .~ •J~ , ' - ~J
~~ -
- -_; -~
Estate of Doris E. Thomson
Deceased
Social Security Number: 195-32-1031 Date of Death: 03/01/2011
,.• ~,~~
AND NOW, ,.~ ~-` t t..-' ~C , in consideration of the foregoing Petition, satisfactory proof
having been presented before me, IT I~ D CREED that Letters Testamentary
are hereby granted to Kathleen E Liddick
in the above estate
and that the instrument(s) dated 08/31/2009
described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent
FEES
Letters ................................... ~
....... $ ,~ ~°~ `,
Short Certificate(s) ................ ....... $ '? ~~,
Renunciation(s) ..................... ....... $ -`
~,.
TOTAL .....................
Form RIIV-U2 Rev. >0-13-2006
$
$
$
$
$
$
$ h= ~"~~
~~ J. ~- ~
t ,~,~ ;~,
P I
Register of Wills ;
Attorney Signature: ` ~~
~•
Attorney Name: ~ameS D. BO ar
Supreme Court I.D. No.: 19475
Bogar & Hipp Law Offices
Address: One West Main Street
Shiremanstown, PA
Telephone: 717-737-8761
Copyright (c) 2006 form software only The Lackner Group, Inc.
Page 2 of 2
.~ ~~ -~
L ~~~--L REGI~~'RAR'S ~~'~~l:~~~~ ~ ~ ~ ~~I~'~'~
V'~+"~~R~'V1~1G: It i~ il~eg~f t0 ~lu~llic~t~ ~~~~~:~ 1~~~,:1~~~. ~~ ~.~~~~at~:~~~~{.~~ , kr~.~r~;, ~..,
p~. a~. ~ ~. ~ i. - ..
;,titp`~1.~~t~i ~r uj
,
~ -
,:
.. r
~~ .,
=~
1724446 a_
~ ~.., '
.
~~~ ~ ~ .
~~ ~'
a
~ • r
„p 1 ~
r
r }
. .~. ~ • r r
{
..
'l- l
._..! .... .. A 1
-~ -"-1
. '_ ~...
rttt>5-to3 HEV tl,$OOg
TYPE : PRWi W !
i
COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF H
PERMANENT EALTH • VITAL RECORDS _
BLACK MY( CERTIFICATE OF DEATH ~ ' ' •'~
I (See instructions and examples on reverse) - ('' ~;)
' ~~ a ~~ (Fxst, ^~ ~. ) STATE FILE NUMBER --~ ~
Doris Elaine Thomson z s" 3 ~' v Nwroer ~. oaa a t:ban,1, my
,~„~
s Ags,Last &rdtdry, tkWer t t,~r,
C ,
Female 195 - 32 -1031 Marc:h 1 2011
s. Dace a arot Monet, as , ~ G arW sea «
eara Wye lours strwn
89 ea. Plecs a Dsam CherJt one
n
rrs. February 27, 1922 Harrisburg, pA HoawtaL Dinar:
O
Bb. Canty d Deem tk Coy, 8oro, Twp d Deem lrtpaperd ^ ER / Otapapent ^ DOA ®Nursng tome ^ Rasidxtce ^ Oatar ~ Spetiy
Bd. Fatbdy Name (M not vrpNeon, gne street and raattber) 9. Was DecederK a Hietwkc Orgrt?
Cwnberland E. Pennsboro Golden Living Center-West Shore "° ^ YErs lo. Rec.: American trrderl ~,~,,~, etc
Ut Yea. seedy Cubart,
11. DecedenYSUSUaIOtc IMarcan, Puerto Ryan. stc.l Wite
Kind a work dorb du most a wu kh. Do rat state repred 12. Was Decedent ever m Case 13. Decedartl's Educatan ISPeuN orrN tagtbst grade cortppted, t a. slarrw Status: Marned. Nev« Marrrd, I s. Swvmng Spa,Se („ ,~.
KirW d Work Kind a Buse>ess/ ktductry U. S. Armed Faces? ~ ,r,a,~, ~)
Office Staff Blue Shield E1ef~"~' n la'2i College 1,-a a s., WidO""O• a'KKCea t~rl
16 Dacedem's Address Street, ^ Ye4 ~ No 12
M~ ( coy, Teem, atat.. =.p ~( Widowed
7 South Rupp Ave. AYRessidence ,7a.sub_PennSYlVanla DidDa~nt
Shiremanstown, PA 17011 ''"'a"a 17c.~res•Decedentlreda, Lower Allen
170. ~ ti!mhc+r l a tvi Tam
COUfh 17d. ^ No, Decedent Lased whin
18. FatlbYS Name (First, made.~Iasia, wtfis) Actual linen a ~/~
Lest le ClOUd Ig kbtlbYS Name IFwsl middle. maden aunwnel
zoo kd«marws Nano (Type r Pmt) Caroline Houser
Kathleen Lidd-ick 2ao. I~«ma„r: Ma~nt, Addreae IsueK coy ~ town. stab. =p Boa, -_
zta MMhoaaOtsposr0on
, ^ Crematbn ^ Donapon
° ® Bunel ^ Removal ham Slats
2t0. Dab a Drsposnb„ (Monet, day year) 27 Wild Rose Lane Mechan].csbur PA 17050
21c. Place a D~spoattlon (Name a cemetery
uame g
«
th
l
br
.was C+eetetbn a Daratlott AWtahed
^ odw _ ' h Wakal Ei.miner/coro„er7 ^ res^ No
2 3 ~ 7 / 201 1 ,
o
er p
ace(
Y
Rolling Green Memorial Gard 21d. Loatbn lots ,town, stab. asp awl
:t
2a. Sipwara a Furprat Service lxansee la as such(
/
/
22D. Lbanse r
hrrrtber ens Cannp Hill, PA
• . ~
~-• ~'
c«ropp /t«ns x1aK «try wM„ pwyyw
z3
T
FD-013592-L 22c. Name and Atlhesa a Fadiry .
2100 Lin lestown Rd.
g Harrisburg
PA 1 71 10
g
PhYaa%wtir r rot avaiapp at hrre d deem b a.
o dr Crest a my
~~'. deem acGxrW at YN tvey, dab orb t» stead. (Sigrb arre and apt ,
~Y taus. a as.ar.
•
~ ~ ~ ~ S t~ ~ ,
~ 23b. Lrcerua Numper
/ 23c. Dab Srgrbd IMtxeh, dry, year
Items 24.211 must be c«nPlebd M person
•
eRa prorrorrrrces dean.
2a. rmr a Dwm _
Q p/~ 7 )
0/
z5.OaM Prorrotrrced
IMonm, Wy, yearl
,s
^ tit /,~:~ Cn
l'~ '' _ I ~a•~(/
26 was case
to M
d
l E
/'.~~`~ / 3f-~
M.
J ~ ~'
/
/`"~` ~~ e
~.a
^ Yes N xanrw i Coror»r for a Reason OIMr Owt Gemafon a Darremt
o
Vern 27 Pan I: EnW tlb CAUSE OF DEATH (Sea Inatnrotlone rnd •aamp e)
min.9L1>~' drseaaes, uMunea, a camplrapona .mat r Approamab interval Pan '.I: Enbr Diner - 2B. D4 Tooacco Use pOritrdtae b Daam1
respvatory anent, a ventrrctrlar pbrMatron wWrout snowvrg ay a ~~ catred ~ deem. DO NOT char brnwul averus such as araac arrest. t Onset to Death
aobgY. Ld OMy err ca
r
but n
t
W
t
o
res
ee On eadr pr. i
lerg n aN undedyrg ca
tIWEDNTE~ArgUSE (Final)de.aae «
oortdAon r n r
death
/ use gt+en n Part I. ^ Yss ^ PrODa01y
~' ^ Il
l
~ a _ ~ ~' [ ~~ -)
S t
/af
•
u ~ ~ ~
V
/
't' rt
trtornt
29
t F
a, r
Duce b a as a
--
--
--
--~~
-
~OaYy at corraitlprb, A any. /~~ ~
ado b the cause irged m Inc a
' 7
L
fJ
o. ~~ J ~' \
~ . ~
emale:
~~ae~are w~M Pw raer
.
I
r
t •/
I s
clMar db UfgERLYW(i CAl1SE lAN b
r 1__^
rb '
{1r^~ at a
areepuence o(,.
r ^ Pretotars Y time of dae/t
T
/
/
C /~ ) ~~
events esu0krg n team) LAST n /rfi ~ ~~ /y~y
~ y Ott ~~/dv
O ^
Not pre9rynt bl preybta rtlrt t2 days
w b (a as a trorrepuerrca al.
r --f--_
~ tL i Y
~
LJ Nd
preVbra. bu prq~em 43 date n 1 yerr
30a Was an Aubpry
PeAomrW? _
30b Wen F
AvatpDle norP rron
31. Manner d Dean
32a. Dab d Irytrry IMonm, day Year) '
'
32p. Descnpe how kM•1' OcCUrrsO trebrs seam
^ Ur+Wb"^ 1 Png^era wfnr the pest yer
d Cause d Dean? hxal ^ Honvtide 32c. Place a kNaY Hors, Farm, ~,~ Pettey.
~~/
^ raa L7 No
^ r.s ^ No
^ W ^ Perrdrty 4w.apwn
~ tease a Irywy
Sze.
Iqury y woe?
321. a Tryupaboar, kyu,y ($parAjl Olfice BtrYtlirg, etc. (Spacayj
^ Surade ^ Cptrid Na W Deamwrd M ^ Yes ^ No ^ DnYef r Opsrabr ^ Passenger ^ Psdestrbn ~ Locaporr a a1~ar (Street ay I own, sine)
33a. Cendrer (Deck grey true) OONr - SPecrrY
Sigrawro and T-
• T~tlr rpeat «m bnk+aw ya'tran cer4~'n9 Cause of ;Team wean araabr pnysrcun tun porqurked aadt ono canavteo assn 231 ~
Y ledpa, team occurred due to tM uusMs) and mrutar u etNed
_
_ - _ _
--------------------'-------- ^
• To aa~ c'd'M'n9 PnYaKian IPhyskun pan pr°rr",nc"'9 ywpr and arMyvq b cauw a deaMl
mY wrewpdOs
deem auumd
t t
~s_
r
,
a
M nine, dab, and pieta, and due a dre auee(sl and manner r stated_ _ _ _ _ _ - ~~_ _ ~ ~ ~
aedtoal Eaaetner/Coroner - - - - /
y
f ) T~
On d eaarnwtadon
d /
i
- - - - - - - 33d Date'igryO IMarm. y yayl
!
»
~
v
V
an
a
n , of my opinion. deetlt occurred al ttb torte, era, and
O~J l
pea, and due to the t:auae(s) and mamer es etasad. ^ 3s
N
a
A /
,
V, / O~
Z/~
~ ~ a
11 .
a
r
daese a Person
pd cause a Dean (rtem z type; Prre
~°
61
/t
NtS %/~-at N~~C
r
Dap Fipd {Mtrnm, dey. yawl ~
%S_ ~"- 7., , ~ Tim, - ~ - - - - ~ _ ~/ ,
r ~ / ~ /l
Otspositan Penmt No.
~ ~
LAST WILL AND TESTAMENT -".
_~
OF
- ,.
DORIS E. THOMSON
I, DORIS E. THOMSON, of Shiremanstown, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last Will and Testament, hereby revoking all other Wi.11s and
Codicils heretofore made by me.
FIRST: I give and devise all that certain rea:1 estate
owned by me, along with the furniture arld contents locatE=d
therein, but excluding therefrom any and all intangible personal
property, same including but not necessarily being limitE~d to,
bank accounts, certificates of deposits, stocks, bonds, rnutual
funds, retirement accounts, cash and bank accounts, to my daugh-
ter, KATHLEEN E. LIDDICK, provided that should she predecease me,
then to my grandson, SHAWN A. LIDDICK, son of KATHLEEN E.,
LIDDICK.
SECOND: I devise and bequeath all the rest, rE~sidue
and remainder of my estate of whatever nature and wherevE~r
situate, including any property over which I hold power c>f
appointment and together with any insurance policies thereon, as
follows:
~,
~~
~ .`
A~
f ~`r
~;
(A) Forty (400) percent thereof to my son, RONALD C.
THOMSON, provided that should he predecease me, I give anal
bequeath his share, in equal shares, to my surviving residuary
beneficiaries as set forth in this Clause SECOND.
(B) Twenty (200) percent thereof to my son, ROBERT C.
THOMSON, provided that should he predecease me, I give and
bequeath his share to his issue per stirpes by representation.
(C ) Thirty ( 3 0 0 ) percent ther. eof to my daughter,
KATHLEEN E. LIDDICK, provided that should she predecease :me, then
to my grandson, SHAWN A. LIDDICK, son of KATHLEEN E. LIDDICK.
(D) Ten (100) percent thereof to my grandson, SHAWN A.
.~
~~,
;;
`'v:~
~I
LIDDICK, provided that should he predecease me, I give a:nd
bequeath his share, in equal shares, to my surviving residuary
beneficiaries as set forth in this Clause SECOND.
THIRD: Should my grandson, SHAWN A. LIDDICK, :not have
attained the age of twenty-three (23) years at the time for dis-
tribution to him, I give, devise and bequeath his share to my
hereinafter named Trustee or Trustees, IN TRUST, to hold, manage,
invest and reinvest his share so received, and to use and apply
from time to time such portion of income and principal for his
education (including college, trade school or other simi:Lar
training or education), as my Trustee or Trustees, in the=ir sole
discretion, deem advisable. The Trustee or Trustees, in
exercising their discretionary authority with respect to 'the
payment of income or principal of the within Trust to SHAWN A.
LIDDICK, shall take into consideration anv inrnmP nr ~t-r~~r
resources available to him from sources outside this Tru:~t.
Any income or principal not so applied shall be dis-
tributed to SHAWN A. LIDDICK when he attains the age of t:wenty-
three (23) years. In the event that my grandson, SHAWN A.
LIDDICK, dies prior to the termination of this Trust established
herein for his benefit, the interest of SHAWN A. LIDDICK in said
Trust shall cease with any income and principal being divided
equally among rry surviving residuary beneficiaries as set. forth
in Clause SECOND hereinabove.
FOURTH: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
2
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds,, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilegE~ granted
in insurance policies or in other investments.
(F) To exercise any election or privilege givE~n by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritar.~ce tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kir~d cr partly irl cacti.
(H) To borrow money from themselves or others in order
`~
~ to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and :for
~:~,
~~ investment purposes.
~~, ~ (I) To select a mode of payment under any qualified
retirement lan ension 1
p (p p an, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
3
_~
_~
any other rights which they may have under the plan, in whatever
manner they consider advisable.
FIFTH: I nominate and appoint my daughter, KATHLEEN E.
LIDDICK, as Trustee of the hereinabove described trust. In the
event of the death, resignation or inability to serve fo:r any
reason whatsoever of the said KATHLEEN E. LIDDICK, I nominate and
appoint my son, RONALD C. THOMSON, as Trustee of the herE~inabove
described trust. I direct that my Trustee shall serve without
bond and shall receive fair and reasonable compensation.
SIXTH: I direct that all inheritance, estate, trans-
fer, succession and death taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
to property passing under this Will, shall be paid out of the
principal of my residuary estate.
SEVENTH: All interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
EIGHTH: I nominate and appoint KATHLEEN E. LIDDICK,
Executrix of this, my Last Will and Testament. In the event of
the death, resignation or inability to serve for any reason
whatsoever of the said KATHLEEN E. LIDDICK, I nominate and
appoint JAMES D. BOGAR, Executor of this, my Last Will and
Testament. I direct that my Executrix or Executor, Trustee or
Trustees, as the case may be, and their successors, shall not be
required to post security or a bond for the performance of: their
duties in any jurisdiction.
4
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this ~lr`'~~ day of
~~~~ 2 0 0 9 .
7 _
_/r~,~ ~ - ~'~~ ~-•~_•~~~ ( SEAL )
DORIS E. THOMSON
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament iri our
presence, who, at her request, in her presence and in thE~
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
Address
5
- i-~yry-
\~I'
OATH OF SUBSCRIBING WITNESS(ES) ,~, ._,. . .
~_ ~._
r,,r.~~ ~ .ter
~ J
~/ i
REGISTER OF WILLS G~.~ " -~~~~~ - ~-~ ~~ ~' ~~~'
CUMBERLAND COUNTY, PENNSYLVANIA
Estate of
DORIS E. THOMSON
Deceased
James D. Bogar and Diane M. Montgomery , (each) a subscribing witness to
(Print Name/s)
the Will ®Codicil(s) presented herewith, (each) being duly qualified according to law, depose(s) and
say(s) that she / he /they was /were present and saw the above Testator / Testatri;~ sign the same
and that she / he /they signed the same and that she / he /they signed as a witness at the request of
the Testator /Testatrix in her /his presence and in the presence of each other.
;,
r
' ~' ~ ~ 7 , f
~ ~
(Signatur .Tc3ileS D. ~' (Signature) D]~IIe M. MOI1tgORle.T~Tj~
C,
One West Main Street One West Main Street
(Street Address)
Shiremanstown, PA 17011
(City, State, Zip)
Executed in Register's Office
Sworn to or affirmed and subscribed
before me this
of ,
day
Deputy for Register of Wills
(Street Addresa)
Shiremanstown, PA 17011
(City, State, Zip)
Executed out of Register's Offic°e
Sworn to or affirmed and subscribed
before me this ~~ f~"/ day
of /~lai'C ~~~~~
~,
Notary Public
My Commission Expires:
(Signature and Seal of Notary or other off cial qualified to
administer oaths. Show date of expiration of Notary's Commission.)
NOTE: To be taken by Officer authorized to administer oaths. Please have present the original or copy of instrument(s) at time of notarization.
Form RW-03 rev. 10.13.06
COMMONWEALTH Of PENNSYLVANIA
NOTARIAL SEAL
BETH B. LENGEI, NOTARY PUBLIC
SHIREMANSTOWN BORO., CUMBERLAND COUNIX
MY COMMISSION EXPIRES DEC. 12 2411