HomeMy WebLinkAbout07-23-13 PETITION FOR GRANT OF LETTERS
REGISTER OF WII,LS OF CUMBERLAND COLJNTY, 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 request(s)the grant of Letters in the appropriate form:
Decedent's Information . p�
Name: DOLORES T - 0 ' BRIEN FileNo: 21-13- Q7pd
y�a: (Assigned by Register)
a/kla:
�a; Social Security No:
Date of Death: 7�5/2 013 Age at death: 81
Decedentwasdomiciledatdeathin CUMBERLAND County, PENN3YLVANIA (State)withhis/herlast
principalresidenceat 335 WESLEY DR MECH. 17�55 LOWER ALLEN TWP CUMBERLAND
Stree[addreas,Post ORce end Zip Code City,Township or Borough County
Decedentdiedat SELECTSPECIALTYHOSPITALCAM7HfLL1'7011 EAST PENNSBORO TWP CUMBERLANDPA
Street address,Post Office and Zip Code City,Township or eorough County Smte
Es[ima[e of value ofdecedent's property ac death:
If domiciled in Pennsy[vania................................All personal propecty $ 3 3��Q� • ��
ljnot domiciled irt Pennsyfvania.............................Personal property in Pennsylvania $
/f nof domiciled in Pennsylvartia.............................Personal property in County $
Yalue af rea!estate rn PennsYlvania.............................................................. $ � • �0
TOTAL ESTIMATED VALUE.... $ 33���� • �0
Real estate in Pennsytvania sicuated at N�N E
(AlmcA odditimmlr/reets,ijneressaryJ Sireet address,Post Otfice and Zip Code City,Township or Borough Comty
� A. PetiHon for Probate and Grant of Letters Testamentarv
, Petitioner(s)ave�{s)he/she/Ihey is/are[he Execu[or(s)named in the last Will of[he Deceden[,dated 2/15/2 0 0 8 and Codicil(s)
thereto dated N 0 N F
State relevant circum9tances(e.g.r¢nunciafion,Qealh ofesecufo4 e(c)
Excep[as follows:after[he execution of[he instrument(s)offered fo�probate Decedrnt did not marry,was not divomed,was no[a par[y to a pending
divo�ce pmceeding wherein[he grounds for divorce had been es[ablished as defined in 23 Pa.C.S.§3323(g),and did not have a child bom or
adop[ed;and Decedent was nei[her the victim of a killing nor ever adjudica[ed an incapacitated person.
� NO EXCEPTIONS O EXCEPTIONS E-; `� -- _° - -
� 4, � c,i
-' o c�
❑ B. Petition for Grant of Letters of Administration pf appiicable) c- " �
c.f.a.,d.b.n.,d.b.n.c.t.a.,pendenle L gi dN!'nn?e absertfm,durattte;ittoritate
If Administration,c.ta. or d.b.n.c.Ga., enter date of Will in Section A above and comp'lete llst of�s. ;.�` �f'i
,; �n ... c;
Excepl as follows: Deceden[was�ot a party to a pending divorce proceeding wherein[he grounds for divorce�l�i d been eZ[ablishgd as e�'ined;
in 23 Pa.GS.§3323(g)and was neither Ihe victim of a killing nor ever adjudicated an incapaci[a[ed person. ^ n � � � �
❑ NO EXCEPTIONS 0 EXCEPTIONS `•� C c� r= �
Pe[i[ione�(s),after a proper search has/have ascertained[ha[Decedenl left no Will and was survived by[he follawing�spouse(i�)an�heis.�a[mdr
additional sheets,if necessary):
Name Relationship Address
� Form RW-02 .e�. roiiuzou Page 1 of 2
�
Oath of Personal Representative Official Use Only
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTYOF CUMBERLAND
} ��� 'r+r..-n ,,._.- _
' -,. .�� � i�._
Pelitioner(s)Printed Name Pe[iticlneKs)Pnnled Add�s's ..';�.I_j
� 202 SIMMONS ROAD �i,j3 JUL 23 �(� A 17055
AUSTIN • 0 BRIEN, JR • MECHANICSBURG
vLi:.�,� 41"
G;,, f�i;i�1S' C,:,L!ftT
�1 i r .+
. .�� .� , � ,
The Pe[i[ioce�(5)above-named sweat{s)or affirm(s)[he sta[ements in Ihe foregoing Peti[ion are Irue and co�rec[[o[he bes[of[he knowledge and belief
of Petitioner(s)and Iha[,as Personal Represen[a[ive(s)of[he Deceden[,[he PetitioneKs)wip well and Iculy administer the estate according to law.
Swom to or affirmed and subscribed before • ����_ Date ' �- ��- /'3
me thi� 1_'L�' day of � ��13 Da[e
�Y� a�'��� Date
For(he Register Da[e
BOND Required: ❑ YES � NO To the Register of Wi[[s: �
FEES: Please enter my appearance by my si bture below;
Letters.. . .... .. .... ... .. .. . . . $ AriomeySignatur .
( )Short Certifica[es(s) .. . . . .
( )Renunciation(s) .. ... ... . .
( )Codicil(s) .. . . .. ... . . .. .
( )Affidavit(s)... .. . .. .. . . .
Bond erintedivame: MURREL R • WALTERS� III
Commission . . . .. .... . . . .. .. . . . . Supreme Court
Other , ... , . .. ►DlYumber: 24849
""" " ' FirmName: ATTORNEY AT LAW
"" "" ' Address: 54 E• MAIN STREET
"" " " ' MECHANICSBURG PA 17055
� � � � Phone: 7176974650
Fax: 7176979395
aucomaho�Fee .. .. . . . .. .. . . .. . . Ema,t, murrelawaltersgalloWay�com
JCS Fee . .. .. .. . .. . . . ... . .. . . . .
TOTAL . . . . . . . . ... . . . .. . .. . . .$
DECREE OF THE REGISTER
Estateof DOLORES T. 0 �BRIEN FileNo: 21-13— Q7 ] S
a(k/a:
AND NOW, �� a M�1 �� _�LlVl,1 ,in consideration of the foregoing Petition,
satisfactory proof having been presented re me,IT IS DECREED that Letters T E S T A M E N T A R Y
azeherebygrantedto ALISTIN � O �BRIEN, JR •
in the above estate and(if applicable) that
the instrument(s)dated 2/15/2 0 0 8
described in the Petition be admit[ed to probate and filed of rec as the last Will(and Codicil(s))of Decedent.
Regist�f Wills � �
Farnr RW-07 rev.!OQ!/2011
Page 2 of 2
oaa�tae. "•��°
mm.e,,..m.,�w. . . __ .nmmn
LAST WILL AND TE`.�'1i'AMENT�'�i��v�= ;F
l;EG?�'i c' ��r
. �t= ., F,_�.:>
BE IT REMEMBERED THAT `�'`'3 ���. 23 �i`� � Sg
I, DOLORES T. O'BRIEN, a residen�``of �,Cumberland County,
�!��NN,JS' �i;J�;1�
Pennsylvania, being of sound mind, memo���i��l`"�'unc�e�-sf.anding, do make,
publish and declare this to be my LAST WILL AND TESTAMENT, hereby
revoking any and all Wills and Codicils previously made by me.
I
I declare that I have eight (8) children, who are as follows:
DONNA M. MORROW, MAUREEN DALEY, KATHLEEN M. SIEBEL, DOLORES T.
O'BRIEN, JR., REGINA M. O'BRIEN, MARIAN WALKER, AUSTIN O'BRIEN, JR., and
JOHN T. O'BRIEN.
II
I direct that all my just debts and funeral expenses shall be paid from my
residuary estate as soon as practicable after my decease.
III
I direct that all t�es fhat may be assessed in consequence of my death,
of whatever nature and by whatever jurisdiction imposed, shall be paid from
my residuary estate as a part of the expense of the administration of my estate.
IV
I give and bequeath items of personal property to individuals whom I
have specified in an attached list which I have prepared, signed and
maintained with this Will.
V
All the rest, residue and remainder of my property, whether real or
perso^.-l, �..�herever si_tuzte, including any property over which I may have a
power of appointment, I give, devise and bequeath to my grandchildren who
survive me, in equal shares, per stirpes, pursuant to the terms of the hereinafter
included Trust.
VI
TRUST
I appoint my son, AUSTIN O'BRIEN, JR., as Trustee of the property that I
have given to my grandchildren. If AUSTIN is unable or unwilling to act as
Trustee, then I appoint my son-in-law, KENNETH P. MORROW, as Trustee.
A. The assets that are transferred to the Trust shall be divided into
approximately equal shares for each of my grandchildren under the age of
twenty-five (25) years of age.
B. The Trust estate shali be administered until each grandchild reaches
the age of twenty-five (25) years. Until that time, the Trustee shall apply all net
income and principal of the Trust estate for the education of each grandchild.
Education shall be defined broadly to include pre-school, kindergarten, primary
school, high school, whether public, private or parochial, tutoring, college,
graduate school, or trade school.
C. The Trustee, in exercising his discretionary authority with respect to
the payment of income or principal of the Tn:st estate to my bene_ficiary, shall
take into consideration any income or other resources available to my grandchild
from sources outside of tnis Tt�ast that may be known to the Trustee. The
determination of the Trustee with respect to the necessity of making payments
out of income or principal to my beneficiary shall be conclusive on all persons
howsoever interested in the Trust.
D. When each grandchild reaches the age of twenty-�ve (25) years, a
determination shall be made as to whether there is any balance in that
grandchild's individual share. Such remaining property not utilized for
educational purposes shall be divided equally among my other grandchildren
who are under the age of twenty-five (25) years and transferred to their accounts.
E. If there is any property remaining when my youngest grandchiid
reacn�s tne age of twenty-five (25) years, that property shall be distributed in
eaur:ii sh�aies tu ?iie Saivrtian A,rny aiid the Betk:esda Mission in Harrisburg,
Pennsylvania.
F. My grandchild, as beneficiary of this Trust, shall not have any right
to alienate, encumber, or hypothecate his interest in the principal or income of
the Trust in any manner, nor shall any interest be subject to claims of his
c:reditors ar liable to attachment, execution or other process of law.
G. In order to carry out the purposes of this Trust established by this
Will, the Trustee, in addition to all other powers granted by this Will or by law,
shall have the following powers over the Tritst estate, subject to any limitation
specified elsewhere in this Will:
1) To retain any property received by the Trustee estate for
as long as the Trustee considers it advisable.
2) To.spend funds for the maintenance and repair of real
property. •
3) To sell at public or private sale, exchange or lease for a
period of time any real or personal property and give
options for sale of the lease.
4) To execute and deliver any deeds, leases, assignments
or other instruments as may be necessary to carry out the
provisions of this Trust.
5) To borrow money and to mortgage or pledge any real
or personal property.
6) The Trustee shall maintain accurate records and accounts
and shall render statements to my beneficiary hereunder
showing receipts and disbursements of principal and
income no less frequenUy than annually. The.Trustee
shall serve without bond and shall receive fair and
reasonable compensation for administration of this Trust,
not to exceed five (5%) percent of annual income.
7) To distribute property in kind.
8) To do all other acts that are in his judgment necessary or
desirable for the proper management, investment and
distribution of the Trust estate.
VII
I nominate, constitute and appoint my son, AUSTIN O'BRIEN, JR., as
Executor of this LAST WILL, to serve without bond. If my son, AUSTIN, is unable
or unwilling to act in that capacity, then I nominate, constitute and appoint my
son-in-law, KENNETH P. MORROW, as Executor of this LAST WILL, to serve
without bond.
IN WITNESS WHEREOF, I, DOLORES T. O'BRIEN, have set my hand to
this LAST WILL this /�� day of �f , 2008
����� ����p��
�
DOLORES T. O'BRIEN
Signed, sealed, published and declared by the above-named DOLORES T.
O'BRIEN, as and for her Last Will and Testament, in the presence of us, who, at
her request and in her presence, and in the presence of each o r, have
hereunto subscribed our names as witnesses.
;
�
�� C �
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA .
ss.
COUNTY OF CUMBERLAND .
I, DOLORES T. O'BRIEN, Testatr�, whose name is signed to the attached
or foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my LAST WILL; that I
signed it as my free and voluntary act for the purposes therein expressed.
,���.���'�`,�'��
�DOLORES T. O'BRIEN �
Sworn or affirmed to and acknowledged before me by DOLORES T. O'BRIEN,
Testatrix, this �5y� day of �,�ry,�� , 2008.
� ����
Notary Public
NO?HkIN�SEAL
D,l+NE M SMITH
Nofnry Public
IOWER ALIEN tWV,i;UMBERtAND COUNN
My Commission Expires Jun 22,2008
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA .
ss.
COUNTY OF CUMBERLAND .
We,/��/�C��r� � W/F Lr�/1 T � and �/1�1e�f c �y��s
the witnesses whose names are signed to the attached or foregoing instrument,
being duly qualified according to law, do depose and say that we were present
and saw Testatrix sign and execute the instrument as her LAST WILL, that
DOLORES T. O'BRIEN signed willingly and that she executed it as her free and
voluntary act for the purposes therein expressed; that each of us in the hearin
and sight of the Testatrix signed the Will as witnesses; and that to the best of r
knowledge, the Testatrix was at the time 18 years of age or more, of s n ind
and under no constraint or undue influence.
C.` �
. Sworn or affirmed to and acknowledged before me
this /b'`/�day of ����L� , 2008.
n .�
I�Jl,ovr�.� 1'Y� . �'��d�
Notary
NoT,vtw�sen�
, DWNE M SMITH
. Nofary Pubtic
, LOWER ALLEN PNP,CUMBERLAND COUNTY
- My Commission Expires Jun 22,2008