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HomeMy WebLinkAbout09-25-12PETITION FOR GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Petitioner(s) named below, who is/are 18 years of age or older, apply(ies) for Letters as specified below, and in support thereof aver(s) the following and respectfully requests the grant of Letters in the appropriate form: Sandra F. Camburn and John J. FI nn Decedent's Information Name: Nevada H. Flynn a/k/a: (Assigned by Register) a/k/a: Date of Death: 09/20/2012 Social Seeuriry No: Age at Death: gy Decedent was domiciled at death in Cumberl~n~_ County, principal residence at 100 Mt. Allen Drive, Mechanicsburg 17055 PA '------ /State) with his/her last street address,POStorrcaandzipcoea Upper Allen Cumberland Decedent died at 100 Mt. Allen Drive, Mechanicsbur 17055 Cary. Township or 8arough county Street address, Post (xfce end Zip Cotle U per Allen Cumberland PA City, Township or Boroughs County State Estimate of value of decedent's property at death: /ldomlc/led /n Pennsylvania ...................... All personal property /loot domiciled in Pennsylvania ................ Personal property in Pennsylvania $ 2 031 000.00 /foot domlc/led in Pennsy/vania ................ Personal property in County $ Value ofrea/ estate In Pennsy/vania ................................................................... $ TOTAL ESTIMATED VALUE $ 0.00 Rees estate in Pennaylvanie situated et 2,031,000.00 (Attach edtldione/ sheets, ilneressary) ~~ SVeel address, poet ice end Zip Code City, Township or Borough County ® A• Petition for Probate and Grent of eft rs 7e Petitioner(s) aver(s) that he/she/they is/are the Executor(s) named in the Last Will of the Decedent, d2ited 10/25/1999 thereto dated ~_ and Codicil(s) ~o~ r ~~v ~..~ r ~~ a~ v ~ State relevam rArametencea (e g, renunaatian, de97h orexecutw, ekJ Except as follows: after the execution of the instrument(s) offered for probate, Decedent did not mar was not divorced, was not a party to a pending divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa. C.S. yry3323 b adopted; and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. (g)' and did not have a child orn or ® NO EXCEPTIONS ^ EXCEPTIONS ^ E!. Petition for Grant of Le,tie.. of Admini t r I (If applicable) If Administration, c.ta or d.b.n.c.t.a., enter date of Will in certlon A above nd a., d.b. 'dente life, durante afuentta. tlurante minoritate Except as follows: Decedent was not a party to pending divorce proceeding wherein the grounds for divorce had bean established as defined in 23 Pa. C.S. § 3323 (g) and was neither the victim of a killing nor ever adjudicated an incapacitated per:;on. NO EXCEPTIONS ^ EXCEPTIONS Form RW-02 rev tat t-sin t Copyright (c) 20H town somvere only The Lackner Group, Inc. Page 1 of 2 Petitioner(s), after a proper search has/have ascertained that Derpdant iAa .,., um. __....__ _.. Addd%nnal cAevL.:f.. _ . .. Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cumberland } SS: } retitioner(s) Printed Name Sandra F. Camburn John J. Flynn tetitioner(s) Printed Address 88 Vago Road Tunkhannock, PA 18657 74 Salt Road Constantia, NY 73044 GU9U~=L' i iFFICE ~aeDn~Y ~Ea:ah f c! L , ';",III i e ~~ L1C~DUnnt~C ,"•~~~~, ~ ,T 570-836529!1 UMf3ERLAND CU.. PA 375.116-7722 The Petitioner(s) above-named Swear(s) or affirm(s) 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, Pettioner(s) will well and I:ruly administer the estate according to law. Swore to or affirmed a subs rtbed before i a f ~~~ Date 4 - A=,~ y n Fwm fw ~~ Date ----~~ Date ~~ ~_ Data B~ON~f ,R~equired7 ^ YES ^X NO FEES: _ Letters .......................................... $ gIU ( 10 )Short Certificate(s)......._ -~0 ( )Renunciation(s) .............. ( )Codicil(s) ........................ ~- ( )Affidavit(s) ...................... ~~ Bond ............................................. '-~~ Commission .................................. ~--- Other Will ~---- S.OU To the Register of lMlls: Attorney Signature: Printed Name: Wm. D. Schreck III Esq. -~~ Supreme Court ID Number: 15693 ~_ Firm Name: Address: 124 urg Street Dills 17019-1268 Automation Fee ............................ ~- Phone: 777.432-9733 ~~ 500 ,~_ JCS Fee ....................................... Fax: ~~ TOTAL ......................................... $ -fie ea E-mail: sehraeklaw~eomeast.net DECREE OF THE REGISTER Estate of a/k/a: AND NOW, satisfactory proof hav are hereby granted to in the above estate and (if applicable) that the instrument(s) dated described in the Petition be admitted to probate and filed of record of Date of Death: 09/20/2012 Nevada H. FI nn Social Security No: 085-14.3143 Flle No: 21 Qc..( ~! preserved before me, IT IS DECREED that Letters ~ ~ r'r°~- ' °1 consideration of the foregoing Petition, a F. Camburn and John J. Flynn Testamenfarv 1 roan software or Lackner Group, nloo bU5 NEV 19IIIl LOCAL REGISnnnnnnTCC[CC[RAR'S CERTIFICATIOM OF DEATH f~J Mt~~~ to duplicate this copy by photostat or photograph. REGI;;~tR Jr ;^~!Ll., Fee for this certificate, $6.00 ~~12 SEP 25 AM 9~ 45 __ ~~ Vim,:' 1~ P 187544d~r~e ~o Certification Number This. is to certify that die information here given corrv~ctly copied from an original Certificate of Deat duly Ciled with me as Local Registrar. The orij,.i certificate will he forwarded to the State ViC Records Office tix permanent filing. ~~ SEP 2 1 101 Local Re ~ Date Issued .. commenwuL<N o. vlNNSrw~NM - eo..nt.,.lNr o. Nl.L+N . rrru nlmnw GERTI CI•'^a T~ ~~ __ _ _ ••e.e•rw Ilya a Y 3 IPI°m•, hn-ihn lr•« N n °m N! nNNNNP«14Vm«~ G ~ ry telw°I lr.tle e•°r0[C •°mpN<•tl e ° •q q• Na •°a 11 tl•e•ynebnee lP•nbn/NI•p•nl4etln~ na~N•!m u YloelR•tl.lr.• . «flwnNM ~N n^ tl ~ I n•.n•mY! n°[..• (•~o aw..l. N) M m r lun °n . Cnlun° ~ r rte wl n • <•ft•• 1•.!. Mh My. 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O 4rtln YIn1 pryllel•n -PTO q• ba.t at myP Ner,l«a reG y an n4RM'In! ny.NN d°~t b •n°n, •nN ~M ~NUen«~On q. ««o. •v !°'e•°tnemer..tla «I~M•nm.. aae•,~w N«.aM YU.q<M1•u nC/°~ In«wla•n°n. In my eplnbn, tlwen °«u.rvtl «qa nm•, «nn •ntl pba. a tl~tlu• • •n peon. vron .~_~J. _.. vmn•r bt e°en•vuvNl 2>~, V ~ ~, _ . e., m. i I JIyJ al..o ;lo~L a: Ul•~.mn.neJ~wills 13~amd/jsg) ~r~i~~ ~~~ ~~ ~~~~~~~~~ OF ~., 0 NEVADA H. FLYNN ~~c~, ro ~~i:, N U "= C.77 ~C]~ ~~ ~ O ~~-- ~ s BE IT REMEMBERED, that I, NEVADA H. FLYNN, of 30 East Mouri~nly Roa~ i~illsburg, York County, Pennsylvania, being of sound mind, memory and understanding, do make publish and declare this as and for my Last Will and Testament, hereby revoking and making null and void any and all Wills and Testaments and writings in the nature thereofby me at any time heretofore made. ITEM 1: DEBTS. I direct that my hereinafter named Executor pay all my just debts, my funeral expenses, and the expenses of the administration of my estate. With this direction, I authorize and empower my Executor to expend for my funeral expenses and interment such amounts as he may consider necessary and proper, without regard to any limit th:tt may be prescribed by a court of law. ITEM 2: TAXES. I direct my Executor to pay all inheritance, estate, succession, and legacy taxes of whatsoever nature and kind, to which my estate, or the transfer of any property passing hereunder or otherwise passing by reason ofmy demise, maybe subject, and to charge such taxes against my residuary estate. It is my intention that none of the aforesaid taxes, either federal or state, on any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my estate to whom such property is or may be transferred or to whom any benefit accrues. ITEM 3: SPECIFIC BEQUEST. A. I give and bequeath the sum of Five Thousand Dollars ($5,000.00) to the ST. ELIZABETH ANN SETON ROMAN CATHOLIC CHURCH, Mechanicsburg, Pennsylvania, to be utilized without limitation. In the event my spouses predeceases me and a bequest for Five Thousand Dollars ($5,000.00) was made to St. Elizabeth Ann Seton Roman Catholic Church, the foregoing bequest shall lapse. B. I give and bequeath the sum ofThree Thousand Dollars ($3,000.00) to the Dillsburg Public Library of Dillsburg, Pennsylvania, to utilize without limitation. C. I give and bequeath the sum of Two Thousand Dollars ($2,000.00) to Messiah Village of Mechanicsburg, Pennsylvania, directing that the sum become part of the endowment fund of Messiah Village. ITEM 4: ARTICLES. I give and bequeath unto my spouse, JOSEPH I. FLYNN, if he survives me, and if he shall not survive me, to my children who survive me, any and all furniture and furnishings, household goods and supplies, jewelry, and all other articles ofpersonal or household use and adornment to me belonging at the time of my death, together with any automobiles which I then own and together also with all policies of insurance on any of the foregoing articles ofpersonal property. ITEM 5: EXEMPTION EQUIVALENT TRUST If my spouse, Joseph I. Flynn, survives me (I direct that for the purpose of this paragraph of my Will, he shall be deemed to have survived me unless it appears unmistakably that he predeceased me), I devise and bequeath unto my Trustees, JOHN J. FLYNN and SANDRA F. CAMBURN, property v~ith the value equal to the exemption equivalent permitted my estate under the federal estate tax provisions of the Internal Revenue Code of 1954, as amended, and enforced at the time of my demise, which property maybe transferred free of tax using the estate tax credit as provided for in IRC §2010 or other pertinent sections. It is my intention to fund this Trust with the largest amount of property which could pass from my estate to this Trust free of federal estate tax by utilizing the unified credit exemption equivalent. The Trust hereby created shall be known as the NEVADA H. FLYNN TRUST. My Trustees shall keep the corpus of the Trust invested and shall distribute the income and principal of the Trust as follows: A. During my spouse's lifetime the entire net income shall be paid to my spouse in at least quarter annual payments. B. In addition to the income, my spouse shall have the power co direct the Trustees to pay to him or apply for his use the principal of the Trust in each calendar year including the year in which my death occurs, in an amount noit in excess ofthe greater of Five Thousand Dollazs ($5,000.00) or five percent (5%) ofthe aggregate value of C. D E. the principal of the Trust on the last day ofthe calendar year for which payment may be directed. Such power shall not be cumulative, but shall expire on the last day of each calendar year. This shall be exercised by an instnimc;nt in writing, subscribed by my spouse, or his duly authorized agent, and delivered to the Trustees. I authorize my Trustees, acting solely and without consuh:ation with my spouse, who is also a Co-Trustee, in my Trustees' sole discretion, at any time, and from time to time, to pay or apply to or for the use of my spouse such portion of the principal of this Trust, even to the point of completely exhausting the same, as they may deem advisable to provide for the proper health, maintenance ~u~d support of my spouse. In determining the amount ofprincipal to be so disbursed, my Trustees shall take into consideration any income which my spouse may have from. any other source, and the Trustees' discretion shall be conclusive as to the advisability of any such disbursement and the same shall not be subject to judicial review. In regard to the administration of this Trust, duties or powers concern the administration, investment, I direct that my Trustees shall have no filing of tax returns or any other power involved in the administration of this Tru;ot, except as specifically outlined above, while my spouse is living; however, upon my spouse's death, I then direct my Trustees to assume full powers and duties as Trustees of this Trust. Upon my spouse's death, all principal and the net income, together will all accrued and accumulated but undisbursed income, shall be disbursed as hereinafter directed, in the same manner as the ultimate disposition ofthe residuary estate, in an attempt to divide the estate into as nearly equal shares as practicable. ITEM 6: POWERS. A. No Trustee or Executor who is beneficiary hereunder shall t;ver participate in: 1) The exercise of, or decision not to exercise, any discretionary power to pay income or principal to, or to apply income or principal for the benefit of any beneficiary [including discretion to allocate funds among a group of beneficiaries and discretion to accumulate income]; z) The determination of whether any beneficiary is disabled; 3) The decision of when to pay death taxes on any 15~ture interest; 4) The decision to terminate any Trust hereunder; 5) The exercise of discretion to allocate receipts or expenses between principal and income; 6) The decision of whether to use expenses as income or estate tax deductions; 7) The decision to make payment to aid in the settlement of my estate; or 8) The selection of the property to be allocated to the marital deduction Trust. B. Except as just stated, the words "My Trustees" shall ra;fer to all those acting as Trustees; C. "My Executors" shall refer to all those acting as Executors; and D. Any Trustee or Executor may resign at any time without court approval. ITEM 7: RESIDUARY GIFT. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal or mixed, of whatsoever nature and wheresoever situate, to which I may be legally or equitably entitled at my decease, to my spouse who survives me, and if my spouse should fail to survive me, I then give, devise and bequeath all o1'my estate unto my issue, namely, WINTERED AGNUS FLYNN, GLENN JAY FLYNN, SANDRA FLYNN CAMBURN, JOANNE FLYNN NE WLIN, VALERIE FLYNN WEBER, JOHN JOSEPH FLYNN, DANIEL ROBERT FLYNN, CHRISTINE FLYNN MONROY, in equal shares, per stirpes. ITEM 8: ULTIMATE DISTRIBUTION. In the event that any of the beneficiaries designated in Item 6 hereof should predecease me without leaving issue surviving, I direct that the shaze of such beneficiar} lapse, and that the balance be divided among the remaining children named in Item 6 in appropriate shares. In the event that any of the beneficiaries should die leaving issue surviving, I direct that the shaze of such deceased beneficiary be distributed to his issue, in equal shares. ITEM 9: BENEFICIARYLESSTHRN THIRTY YEARS. In ithe event any beneficiary should be less than thirty (30) years of age at the time of my death, I live the share of such beneficiary unto my Trustee hereinafter named, IN TRUST, NEVERTHELESS, for the following uses and purposes: A My Trustee shall hold and administer said Trust property, collect the income therefrom, and expend or apply the net income as hereinafter directed. During the administration ofmy estate, the income earned by the property included in this trust shall be considered income of this Trust and subject to distribution as hereinafter provided for other income of this Trust. B. My Trustee shall pay and/or use for the benefit of said beneficiary or their lineal descendants so much of the net income as deemed necessazy for their support, maintenance, and education, and any income not so used shall be accumulated and added to the corpus of this Trust. C. My Trustee shall have the power in his discretion to encroach upon the corpus of the Trust estate in such amounts and at such times as he may deem necessary in order to provide for the support, maintenance, Gaze, and education of said beneficiary. D. All ofthe net income may be paid to or for the benefit ofthe: beneficiary at ]east semi- annually. E. When the oldest child attains the age of twenty-two (22) years, the principal of the Trust shall be divided into as many shares as aze hereinbefore mentioned living children. Upon attaining that age, that child shall have the right to withdraw principal from this Trust in the following manner: (I) Twenty-Five Per Cent (25%) of the then value of the principal upon the age of twenty-two (22) years, at his or her request; (2) Fifty Per Cent (50%) of the balance of the remaining principal upon attaining the age of twenty-five (25) years; and (3) The entire balance of his or her shaze upon attaining; the age of thirty (30) yeazs. Such rights ofwithdrawal shall be cumulative, and may be exercised in whole or in part, from time to time, after that right accrues. ITEM 10: TRUSTEE OF ASSETS. I appoint the surviving spouse ofany ofmy children who predecease me as Trustee of assets left to the issue ofmy deceased child, empowering that spouse to implement the preservation and distribution set forth in Item 8 hereof. In the event that no 5 spouse survives my deceased son or daughter, I appoint my Executors/?"rustees hereafter named as Trustee of the funds set aside for grandchild. TTEM 11: ORDER OF SURVIVORSHIP. If my spouse, Joseph I. Flynn, and I shall die under circumstances which may render the order of our deaths uncertain, it shall be conclusively presumed that my spouse predeceased my me. ITEM 12: CAPTIONS. Paragraph and subparagraph captions contained in this Will shall not be construed as part thereof, but are used merely for ready reference purposes. ITEM 13: PROTECTIVE CLAUSE. No gifts hereunder shall) be subject to anticipation, assignment, pledge, obligation or beneficiaries, execution or attachment. TTEM 14: POWERS. I authorize my Executor and Trustees as follows: A. To retain and invest in all forms of real and personal property, including stocks or other securities of the corporate fiduciary or the holding company controlling the corporate fiduciary, regardless of any limitations imposed by law on investments by fiduciaries; B. To compromise claims; C. To join in any merger, reorganization, voting trust plan or other concerted action of securities holders, and to delegate discretionary duties with respect thereto; D. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales or leases; E. To borrow and to pledge property as security for any funds borrowed; F. To allocate any property received or charge incurred to income or principal or partly to each, without regard for any law defining principal and income, provided that all decisions under this paragraph shall be made by my Executor or my Trustees alone; G. To exercise any law given option to treat administrative or other expenses of my estate as income tax deductions, even if they were paid from principal, and to value my estate for tax purposes by an optional method permitted by the law enforced when I die, without requiring adjustments between income and principal for any resulting effect on income or estate taxes; and H. To distribute in cash or in kind. These authorities shall extend to all real and personal property at any time held by my Executor or my Trustees, and shall continue in full force until the actual distribution of such property is accomplished. All powers, authorities and discretions granted by this Will shall be in addition to those granted bylaw and shall be exercisable without leave of court. ITEM 15: WII,I, CONTEST I direct that any beneficiar}, of this my Last Will and Testament who asserts a contest ofthat Will shall be deemed to have immediately forfeited his or her share of my estate, and direct the Executors hereafter named to distribute the residue of the estate in equal shares among those of my children enumerated who survive me, and who are not involved in the challenge. ITEM 16: EXECUTORS. Lastly, I nominate, constitute and appoint my spouse, JOSEPH I. FLYNN to serve as Executor of this my Last Will and Testan~ent. If my spouse should fail to survive me, or be unable to qualify, or cease to act, or renounce probate, I then appoint my son, JOHN J. FLYNN, and my daughter, SANDRA F. CAMBURN, to serve as alternate Executors of this my Last Will and Testament. ITEM 17: SURETY. I direct that my hereinbefore named Executor shall not be required to give bond for the faithful performance of his duties in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, this day of-~~-7 y 1999. J~ . NEVADA H. FLYNN The preceding instrument, consisting of this and six (6) other typewiritten pages, was on the day and date thereof signed, sealed, published, and declared by the Testatrix herein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in iher presence and in the presence of each other, have subscribed our names as witnesses hereto. r OF f ~~ ~_ ~"` OF ,Ck .,LG1.~-.-,~ ~g COMMONWEALTH~iOF PENNSYLVANIA COUNTY OF v/ ~, , Wee~NEVADA /H~/. FLYN~' and /.~ a>,xo / ~ % ~~ :~ /,_'/ the Testatrix 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 Testatrix signed and executed the instr,~ment as her Last Will and Testament, and that she signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witnesses, and that to the best of their knowledge, the Testatrix was at the time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. /~. NEVADA H.FLYNN SWORN TO AND SUBSCRIBED BEFORE ME THIS~~`~.GDAy