HomeMy WebLinkAbout12-02-11IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
REGISTER OF WILLS
PETITION FOR PROBATE AND GRANT OF LETTERS
Estate of James E. Johnston
a/k/a:
a/k/a:
a/k/a:
11/7/2011
Petitioner(s) who is/are 18 yrs of age or older, apply(ies) for: COMPLETE SECTION `A' or `B' AND "C" as
applicable:
~ A. Probate and Grant of Letters Testamentary or ~ Administration c.t.a., or d.b.n.c.t.a. (complete Part C also)
testamentary under
and aver that Petitioner(s) is/are entitled to the aforementioned Letters
the last Will of the above-named Decedent, dated 10/8/2004 _ and codicil(s) dated
none
(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(8):
^ B. Grant of Letters of Administration ndent lite durante absentia, durante minoritate)
(If applicable, enter d.b.n., pe ,
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THIS SECTION MUST BE COMPLETED:
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence
At Carlisle Regional Medical Center 361 Alexander Sprin Rd, Carlisle, Cumberland County Pennsylvania 17013
(Street address with Post Office and Zip Code, Mumc~pahty. Township, Borough, City)
Decedent, then 85 years of age, died
Estimated value of decedent's property at death:
If domiciled in PA
If not domiciled in PA
If not domiciled in PA
Value of Real Estate in Pennsylvania
Total Estimated Value
~ 1,000.00
S
~ 66,000.00
$ 67,000.00
Location of Real Estate in Pennsylvania: (Provide full address if possible.) 152 Neil Road, Shippensburg, PA 17257
Signature(s) Name(s) & Mailing Address(es)
~ ,,_(_I ,, , Jean E. Bartley, 201 Neil Rd., Shippensburg, PA 17257
Deceased ESTATE NO: 21- ~ ~ -' «g~°
(Month, Day, Year of death)
SS NO: 196-14-2910
at Carlisle, Pennsylvania
(City and State where death occurred)
All personal property
Personal property in Pennsylvania
Personal property in County
Page 1 of 2
Interim Form RW-02 revised 12.26.10 by Cumberland County pending action by the Court
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 list of
heirs); was not the victim of a killing; was never adjudicated an incapacitated person; and was not a party to a pending divor- ce
_. ,__ ______a.. ~,._ ,.:~.,.,...e t,qa t,pP., pstnhli hed as provided in 23 Pa. C.S.A. § 3323(8), e?CCgpt as follows.
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 represex~,at~ve(s) of_tlZe ~ `-'
Decedent, Petitioner(s) will well and truly administer the estate according to law. `~'
Sworn to or affirmed and subscribed
be ore me this day of
For the
DECREE OF PROBATE AND GRANT OF LETTERS
James E. Johnston ,Deceased File Number: 21-~~_-_I~YS
Estate of
AND NOW, this ~ day of ~~~-v`'~~ , in consideration of the Petition on
the reverse side hereon, satisfactory proof having been 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.4a., etc.)
Jean E. Bartley in
the above estate and that instruments(s) dated to/s/2oo4 described in the petition be
admitted to probate and filed of record as the last Will and Codicil(s) of Decedent.
FEES:
..$ _ ~-
Letters .................. ~~ G~
Will ........................
Codicil(s) .............. .
(a) Short Certificates ~. C"~-
( )Renunciations.......
Bond .............................
Other .............................
Signature of
Atty's S
r
PRINTED Name: David A Baric, Esquire
Supreme Court ID No.: 44853
Address: 19 West South Street
Automation FEE......... 5.00
JCS FEE ................... 23.50 Phone:
/ ~~ ~~- Fax:
interim Form RW-02 revised 12.26.10 by Cumberland County pending action by the Court
Carlisle, Pennsylvania 17013
(717) 249-6873
(717) 249-5755
k'age 2 of 2
HI05.805 RE.V (011071
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 18008141
Certification Number
This is to certify that the information here given is
correctly copied from an original Certificate of Death
duly filed with me as Local Registrar. The original
certificate will be forwarded to the State Vital
Records Office for pe filing. /
- ~~G
o Registrar Date Issued
Ntust43 REV ttnoo9 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VRAL RECORDS
TYPE /PRINT IN CERTIFICATE OF DEATH
~BIAR CSI( Elrmc (See Instructions end examples on reverse) sFATE FILE
2. Sea 3.9Ora Serodty NunOa
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James E. Johnston
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152 Neil Road
Shippensburg PA 17257
18. FeMer's Name (Fee, rtidde, Ms6 suRn)
George Johnston
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Je n E Bartle
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0713403
~. Diepronian Perms No.
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LAST WILL AND TESTAMENT _ "- -
OF ~ _:_
JAMES E. JOHNSTON ,_ _~, -_ __
- _;
I, JAMES E. JOHNSTON, currently of 152 Neil Road, Shippensburg, C#imberland - `'' ` -'
County, Pennsylvania, revoke any prior Wills and Codicils and declare this to be my Will.
ITEM 1. I give my furniture, household and personal effects, and other tangible
personalty of like nature, other than cash or securities, together with any existing insurance thereon,
to my neighbor, JEAN BARTLEY, if she survives me by thirty days. If JEAN BARTLEY is not
living on the thirty first day following my death, then this gift shall lapse and I give my furniture,
household and personal effects, and other tangible personalty of like nature, other than cash or
securities, together with any existing insurance thereon, to my neighbor, LARRY McLAUGHLIN,
if he survives me by thirty days.
ITEM 2. I give the rest, residue and remainder of my estate to my neighbor, JEAN
BARLTEY, if she survives me by thirty days. If JEAN BARTLEY is not living on the thirty first
day following my death, then this gift shall lapse and I give the rest, residue and remainder of my
estate, to my neighbor, LARRY McLAUGHLIN, if he survives me by thirty days.
ITEM 3. If neither JEAN BARTLEY nor LARRY 1V1cLAUGHLIN are living on the
thirty-first day following my death, then all gifts to either of them shall lapse and I give my
entire estate to my heirs at law in such proportions as is provided for under the Pennsylvania
Probate, Estates and Fiduciary Code or its successive legislation as is in force at the time of my
death.
Document #312313.1
Page 1 of
ITEM 4. I direct that all my just debts and the expenses of my last illness and
disposition of my remains shall be paid from my residuary estate as soon as practicable after my
death and as part of the expense of the administration of my estate.
ITEM 5. In addition to the powers conferred by the common law, by statute, or by any
other provisions hereby, my Personal Representatives are hereby empowered as follows:
(a) Subject to the gifts made in Item 1 of this Will, to sell at public or
private sale, to exchange, to lease, to pledge, to mortgage, to transfer, to convert, or
otherwise dispose of, or grant options with respect to, any and all property, real, personal, or
mixed, at any time forming a part of my probate or trust estates, in such manner, at such
time or times, for such purposes, for such price or prices, and upon such terms, credits, and
conditions as shall be deemed advisable or necessary under the circumstances.
(b) To assent to, join in, and vote in favor of any merger, reorganization,
voting trust, plan, lease, mortgage, consolidation, exchange, foreclosure of any corporation
or other investment in which the probate estate or trusts may hold stock, bonds, investments,
or an interest;
(c) To vote in person or by general or limited proxy with respect to any
share of stock or other investment held by the probate estate or trusts;
(d) To make distribution in division of the probate estate in cash, in kind,
or partly in both;
(e) To distribute articles to a minor or to her or his guardian or to any
person taking care of the minor to hold for the minor within the limits authorized by statute
or rule of law;
(f) To compromise any claim or controversy;
Document #312313.1
Page 2 of
(g) To apportion between principal and income any receipts and
disbursements and to ascertain income and principal in accordance with the statutes and
rules of law of the Commonwealth of Pennsylvania;
(h) To keep property in the name of a nominee with or without
disclosure of any fiduciary relationship;
(i) To employ attorneys, auditors, depositories and proxies with or
without discretionary power.
(j) To make, execute, acknowledge, and deliver any and all instruments
which maybe deemed advisable or necessary to carry out any of the powers herein granted
or provided bylaw;
(k) To invest and reinvest the principal of the trusts, together with any
accumulated income thereon whenever such accumulation has been permitted by the terms
hereof, in all forms of property, real, personal, or mixed, including but not limited to stocks,
bonds, common trust funds, mortgage, investment funds, insurance policies, and annuities,
without being limited by any statute or rule of law concerning investments by fiduciaries;
(1) To join with my spouse, if I am married at the time of my death, in
filing any federal income tax returns for any year in which such joinder is permitted by law
and to pay all or such ratable share of any taxes due thereon as my fiduciaries shall deem
proper, and to join or consent to any gifts made by my spouse during my lifetime as having
been made one-half by me for the purpose of any federal gift tax law;
(m) To carry out the terms of any agreement I may have entered into to
sell all or any part of any property or any interest I may own in any business at the time of
my death; ~ ~,'~~
Document #1312313.1 page 3 of 5~~~
(n) To exercise any law-given option to treat administrative expenses
either as income tax or as estate tax deductions, without regard to whether the expenses were
paid from principal or income;
(o) To disclaim inheritances and interests in property.
(p) To apportion tax basis among bequests in accordance with the
Internal Revenue Code, applicable regulations and other state or federal laws.
ITEM 6. No bond shall be required of my Personal Representatives or Trustees but if
bond is nevertheless required, it shall be without surety.
ITEM 7. I appoint my neighbor, JEAN BARTLEY, Executrix. If JEAN BARTLEY
fails to qualify or ceases to act, I appoint my neighbor, LARRY McLAUGHLIN, Executor.
ITEM 8. I note to my Executors that I have retained the services of David H.
Martineau, Esquire, and the firm of Metzger, Wickersham, Knauss & Erb, P.C., in connection with
the writing of this Will.
Executed on ~~ fv h ~ y ~ 2004.
ames E. Johnst
In our presence, JAMES E. JOHNSTON signed this Will and declared it to be his Will, and
now at his request, in his presence, and in the presence of each other, we sign as witnesses:
~~~_
Residence
~~~~ ~
Residence
Document #312313.1 page 4 of
COMMONWEAL-TH OF PENNSYLVANIA SS
COUNTY OF !J AuPN ~ '
We, JAMES E. JOHNSTON, and ~ ~~ a ry ;`tiara;^P°"` 'and
~ _ . ~ ~;~ ,the Testator and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare
to the undersigned authority that the Testator signed and executed the instrument as his last Will and
that he had signed willingly (or willingly directed another to sign for him), and that he executed it as
his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the
presence and hearing of the Testator, signed the Will as witness and that to the best of our
knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no
constraint or undue influence.
estator
----._.~
~~/r ,..
Witness
SWORN to or affirmed and acknowledged before me by the above named Testator and witnesses
this _~ day of tic-~,loe~ , 2004.
Notary Pu is
My Commission Expires:
(SEAL)
Notarial Seal
Angela M. Miller, Notary Public
City of Harrisburg, Dauphin County
My Commission Exp-res Oct. 15, 2006
Document #312313.1 page 5 of 5