HomeMy WebLinkAbout11-6-13 PETITION 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)th�
following and respectfully requests the grant of Letters in the appropriate form:
J. Bart DeLone
Decedent's Information
Name: Charles A DeLone File No: 21 -13
a/k/a: rti,.�9�e nai one �r_ (Assigned by Register)
a/k/a:
a/k/a: Social Security No: 182-36-0926
Date of Death: 10107I2013 Age at Death: 92
Decedent was domiciled at death in Cumberland County, pA (State) with his/her last
principal residence at 511 Brentwater Road Camp Hill 17011 Camp Hill Cumberland
Street address,Post Office and Zip Code City,Township or Borough County
Decedent died at Homeland Center Harrisburg Dauphin PA
Street address,Post Office and Zip Code City,Township or Borough County State
Estimate of value of decedenYs property at death:
If domiciled in Pennsylvania........................ All personal property $ 630,000.00
If not domiciled in Pennsylvania................. Personal property in Pennsylvania $
If not domiciled in Pennsylvania................. Personal property in County $
Va/ue of rea/estafe in Pennsylvania........... $ 200,000.00
TOTAL ESTIMATED VALUE$ 830,000.00
Real estate in Pennsylvania situated at 511 Brentwater Road,Comp Hill 17011 Camp Hill Cumberland
(Attach additional sheets,'rf necessary.)
Street address,Post Office and Zip Code City,Township or Borough County
❑X A. Petition for Probate and Grant of Letters Testamentarv
Petitioner(s)aver(s)that he/she/they is/are the Executor(s)named in the Last Will of the Decedent,dated 02122/2000 and Codicil(s)
thereto dated
Elaine M.DeLone,the executrix appointed by the will,is deceased,having died on
(State relevant circumstances,e.g.,renunciation,death of executor,etc.)
Except as follows:after the execution of the instrument(s)offered for probate,Decedent did not mar ,was not divorced,was not a partv to a pending
divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S.§�3323(g),and did not have a child born or
adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person.
�NO EXCEPTIONS�EXCEPTIONS
❑B. Petition for Grant of Letters of Administration (If applicable)
c.t.a.; . .n.; . .n.c.t.a.;pe ente ite; urante a sent�a; urante minontate
If Administration,c.t.a or d.b.n.c.t.a.,enter date of Will in Section A above and comolete list of heirs.
Except as follows:Decedent was not a party to pending divorce proceeding wherein the grounds for divorce had been established as defined
in 23 Pa.C.S.§3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person.
�X NO EXCEPTIONS�EXCEPTIONS ,-._
c�
Petitioner(s),after a proper search has/have ascertained that Deoecient left no Will and was survived by the following spi;�e(if any)and F�'ns(attac� �
additional sheets,if necessary): �. � � �
� � C � O
m �° �
Name Relationship Address x. r— --� �'�
y` Uy �3 � :1:a �;7
.e' �` C� ��:
� � i� � —r� ._;l
� � �� � �,.�
�:7 C ",-
. �7 � ;::"3
-�i r-- °y��
'O "
�• N �� c�
o �►
Form RW-02 rev.10-11-2011 Copyright(c)2011 form software only The Lackner Group,Inc. Page 1 of 2
Oath of Personal Representative Official Use Only
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTY OF Cumberland }
Petitioner(s)Printed Name Petitioner(s)Printed Address
J.Bart DeLone Z yG�o /'+c,�-� /C.-s�
�.�J ,� � �o�/
The Petikioner(s)above-named swear(s)or affirm(s)the statements in the foregoiny Petition are true and correct to the best of the knowledge and
belief of Petitioner(s)and that,as Personal Representative(s)of th Decedent,Petitioner(s)will well and truly administer the estate according to law.
Swom tQ or affirmed ar�d,s bscribed before � � �� " �' Date �/ � �
i'!?@ ay of � , �� •� Date
By_ j Date
For the Register Date
BOND Roquired? � Yes No To the Register of Wills:
FEES Please enter my appearance by my signature below:
Letters............................................ $ ����,�� AttorneySignature:
(_�)Short Certificate(s).......... �,(�(�
( )Renunciation(s)...............
( )Codicil(s)......................... n :,:-; �a
( )Affidavit(s)....................... Printed Name: C � w � rTt
Bond.............................................. t7D � c'a � Ca
Supreme Court -v � ��y ;,�
Commission................................... ID Number: � � � � °
P" �r �-u^p �'-a'
�U1'� `' A ,-�,� � :,� �::a
f�`�� Firm Name:
� �
L..�'�U Address: � � � �� ��
��=,.��� p �: ' - _.,'
i7
...� --�i �""
� �
Phone:
Automation Fee............................. .
Fax:
JCSFee......................................... ,
TOTAL........................................... $ ��?j,� E-mail:
DECREE OF THE REGISTER
Date of Death: 10/07/2013
Social Security No: 182-36-0926
Estate of Charles A.DeLone File No: 21 -13
a/k/a: Charles A.DeLone,Jr.
AND NOW, ' �D/� ,in consideration of the foregoing Petition,
satisfactory proof having been pr ented before me,IT IS DECREED that Letters Testamentary
are hereby granted to J.Bart DeLone
in the above estate and(if applicable)that the instrument(s)dated 02/22/2000
�
described in the Petition be admitted to probate and filed of record s the last Will(and C dicil(s))of Dec ent.
��
Register of ills /l / ,
Copynght(c)2011 form software only The Lack oup,� �� l_ Page 2 of 2
H705.805 REV(9/11)
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: it is illegal to duplicate this copy by photostat or photograph.
REC4�D:.D �i;"�lC� OF
Fee for this certificate, $6.(���S�c� ��' G���a, �� ,, „�����°"" �- This is to certify that the information here given is
L 5� 11�,,���p�TH OF pf�;y._ correctly copied from an original Certificate of Death
��to`�` = l; duly filed with me as Local Registrar. The original
���� �'�� � �� � �Q 'o= ,� �-ia certificate will be forwarded to the State Vital
;�, y n� Records Office for permanent filing.
P 2 d 0 4 � 2 �r��a�s� cou��r =0��'�91L ��c.Q'~?'��` �� � oC � 2 �3
--_ MENT OF ��
Certification Num �""'°��������""'���
_ ����.�1�d E d., P� _ _ Local Registrar Date Issued
Typ¢/Print In COMMONWEALTH OF PENNSYLVANIA�DEPARTMENT OF HEALTH�VITAI RECORDS
Pef"a"e"` CERTIFICATE OF DEATH
Black Ink State File Number:
1.DecedenYs Legal Name(Flrst,Mltldie,Last,Suffix) 2.Sex 3.Social Security Number 4.DaTe of Death(MO/Day/Vr)(Spell Mo)
Ctiarlea A. DeLone, �. _ i_ " male 182-36-0926 October 7, 2013
Sa.Age-Last Birthday(Vrs) Sb.Vnder 1 Vea♦ Sc.Vnder 1 Oa 6.Date ot Birth(MO/Day/Vear)(Spall Month) 7a.6lrthpla<e(Ci(y and State or Foreign Country)
nno�cns oays Ho��� nni.,�ies Harrisbur PA
�� 92 � � � � January 1 2� 1 9�L 1 76.Birthplace�co�ncy� Dau hin
8a.Resider5ce(State o�Forelgn Country) 86.Residence(Street and Number-Include Apt No.) 8c.Did DecedenY Live in a Townshipl
Penns�� lvania �. � 511 Brentwater Road �decedenilived�., East Pe,gnsboro c,,,,P.
ad.rtesiacnce(eountyJ �. .
Cil1ID�ETl$'Fl(i�� � � 8e.Resitlence(ZIP Cotle) �No,decetlent Ilvetl within Iimits of city/boro.
�n VS Armed Fo�ces? 10.A�arlta!Sta�us at Time of Death � Married � iclowed il.Sun•iving Spouse's Name(if wlfe,gi�•e name p�ior to flrst marriage)
'' I� Nn 0 Unknown � Divorced O Never Marrietl �Unknow
12.Father's Name(First,Middle,Last,Suffix) 13.Mother's Name Prlor to Flrst Marriage(Flrst,Middle,Last)
Charles Al sius DeLone, Sr. Marie Katherine Dou hert
14a.InformanYs Name 146.Relationship to Decedent 14c.Informant's Malling Address(Street and Number,City,State,Zip Code)
o J. Bast DeLone � son 2800 Russell Rd. , Camp Ai11, PA 17011
G �. . � ... . . . . isa.ca�e o oeai c ec o �
�f oeath occurred m a hiosp�set C7 Inpallent �If Deafh urred Somewhere other�'Than a Mospiiai ❑Mospice Facility �]Decedent's Home
° O Emergency�ROOm/OUtpatlent O Dead on Arrival �u�sing Hotne/LOrig-Term Care Facility O Oiher(Specify)
156.Facllity Name(If not Institutfon,glve street�any number) '15c.City or'fown,State,and Ziri Cotl�e 15d.County of Oeafh
Homeland Cant�r � Harrisbur PA 17102 Dau hin
16a.Method of Dispositlon � Burlal rematlon 166.Date of Dlspositlon 16c.Place of�isposlilon(Name of cemetery,cremaYOry,or oflier place)
m � p ae�„ova�t�o�„scace O oo.,aaion p��Qber 10,
- � O��aher(specify�_ 2 j Evaxis Crematory
�. 16d.I.o�at�on of Dlsposltlon((:ity oi-iown,�taie,and Ziv) 17a.S( nature f Funer 1 Ice Lic or Persur�in Chai'�e of Incerment 17b.�License Number
Sckiaefferstown, PA 17088 FD 013 340 L
E� 1]c.fYame and Complet¢Address of F�neral Faclli(y � �
Parthemore FH & CS =nc. 1303 Brid e Street New Cumberland PA 17070
°m' 18.Decedent's Educatlon-Check the box that best tlescrlbes[h¢ 19.�ecedent of Hispan(c Origin-Check the 20.Deceden['s Race-Check ONE OR MORE races to ind'..:ace wha[
�-- highest degree or level of schoo�completed ac the Yime of death. box that best describes whether the decetlent the decedent considered himself or herself to be.
� Bth grade or less s Spanish/Hispanic/latino. Check the"NO" ��hite � Korean
0 No diploma,9th-12th grade box If decedent Is not Spanish/Hlspanic/laHno. Q Black or Afri<an American p Vletnamese
� High school graduate or GED completed �Tlo,not Spanisli/Hispanic/Latino 0 American Intlian or A�aska Native � Other Asian
� Some college credlt,but no degree �Ves,Mexlcan,Mexican American,Chicano 0 Asian Indian � Nattve Hawaiian
0 Associete degree(e.g.AA,AS) �Yes,Pucrto Rican �Chinese 0 Gvamanlan or Chamorro �
[] Bachelor's degree(e.g.BA,AB,BS) 0 Ves,Cuban 0 Filipino � Samoan
0-'Master's degree(e.g.MA,M5,MEng,MEd,MSW,MBA) � Ves,o[her Spanish/Hispanic/latino 0 Japanese � Other Pacific Islandei
�Docto�ate(e.g.PhD,EdD)or°rofessional degree (Specify) � Other(Specify)
.MO D�5 �VM lL6)�
21...O..e�<Ce'tlenYS Single Race Self-Designation�-Gheck ONLV ONE So indicate what the deceden[considered himself or herself to be. 22a.DecedenYS Usual Occupation-Indicate type of work
�yrvvhite 0 Japanese � Samoan done during most of working life. DO NOT IJSE RETIRED.
� Black or African American � Korean � Otlier Pacific Islander
� p n.,,e�ica.,i.,dia.,orAlask3NaLVe O v��c.,a..,ese O Oon'tKnow/NOtS�re Obstet=ician Gynecologist
[]Asian indian � Other Asian � Refused 226.Kind of Business/Irid�siry
� � Chinese 0 Native Hawal{a� 0 Other(Specify) �
p Fu�Pino -O �ua�„a.,�a�o�cnamo��o Medicine
iTEMS 23a-23tl MUST BE COMPLETED 23a.Da[e Pronounced Dead(MO Day/Yr) 23b.Signalure of Person Pronouncing Death(Only when applicable} 23c.License Number
BY PERSON WHO PRONOUNCES OR� �- �
CERT1FtE5 DEATH
?3d.Date Signe i(Mo/Oay/V�) 24.Time of Oeath
4:55 pm 25.Was Medical Examiner or Coroner Contacted? � Yes � No
� CAUSE OF DEATH � � Approximate
26.Part 1. Ente�the chaln of events--tliseases,Injuries,or complicatlons--tFiat dire�tly causcd fhe tlea[h. DO NOT enter terminal e �ch as cardiac arrest, � !nterval:
respiratory arrest,oi ventric�lar fibrlllation without showing the etlology. Ou NOl'ABBREVIATt. En�er oniy one cause on a Ilne�Addsadditlo�al Iines if necessary. 1 Onset to Death
IMMEDIATECAVSE > P�C"✓^���\ti � �n y�
-�
(Rlnai disease or contlition Due to(o as a sequence of):
resulting In deacl�) /� ^^ q^�
b. C�C/'��/v'� /�/-^/Ci/'1 0� �
SequenHally lisf e nditions, Duc co(o a onsequence of):
�f any,leading co the cause y r /� ��'`��o-���
listed on tine a..Enter the c. CI /'��� , �<��
1
UIYOERLYING CAUSE Due to(o�as a consequence of): 1
(disease or injury that
= Initiated the events resuiHng d. �
in tleath)lAST. Oue to(or as a consequence of): �
^ � 1
G s 26.Pert IL Enter other s�cant wnditions_tributin¢to death but not resulLng in the underlyin In Part I. 27.Was an autopsy pertormed?
/ . g ca�se given
y �' � � . O Yt s � No
�' � 28.Wer<a opsy find ngs avallable
` m � � to c plete the c of deathT
" � � _ o� Ves �No
C> >9.If Female: 30.Dici Tobacco Use Contribute to Death? 31.Manner of Death
o � Not pregnanY wlYhln past year � Ves � Probabty �C[latural O Homi<ide
0 Pregnant at time of death [� No j�V nknown � Accident � Pending InvestigaHOn
q �] Not pregnanC,but pregnant wiThin 42 days of death 0 Suicide p Could not be tletermined
� m [] Not pregnant,but pregnant 43 days to 1 year before death 32.Date of In,j�ry(MO/Day/Vr)(Spell Month)
� Unl<no�Nn if prngnank withln the past yea� 33.Time of Injury
� 3.�Pla•-e oC'In)ury(e.g.home onst uctlon site;farm;schooi) 35,location of In)ury(Street and N�mber,City,County,StaTe,Zip Code)
� 6.Injury at�NOrk 37.If T�ansportation InJury,Specify: 38.Oescribe How InJury Occurred:
�` � Ycs [;J Driver/Operator 0 Pedestrfan
� L��.� N� 1� P�ssen6e`- L7 Othei'(SPecifY)__-_-.- .
rtlTier-physician,certified nurse practitioner,medical examiner/coroner(Check oniy one):
�� ' �Certifying only-To the best of my knowledge,death occurred due to the cause�s)and manner stated.�
� U Prono�ncing 8.Certifying-To Lhe best of my knowle g�;�tleath occurred at the tlme,date,and place,antl due to the c se(s)antl m r statetl.
� !� Medical E:caminer/COronei'��On the basis of en ation and/or Invesiigatlon,tn my opinion,death oc vf retl at the time,date,and place,and due to the ca�se(s)and manner scated.
� Signature of�ertlfier:___ _ Title of certifier: �7'L License Nvmber: �9��YI`�31-L-
39b.Name,Address a�d]_ip Code of P Completing Cause of Death(Item 26) 39c.�ate Signetl.(MO/Day/Yr)
-n...--•r A. `la.s.. r.,y -�-a �.v�.i., c.�..�1 ,�./ ��: /�./l /�/a i 7-» i o cs�-C� � a���
� �.ftegl.strar's Dis[rict Number � 41.Registr Signatur'± 42.RegisGrar File Date(MO Day/Vr)
� / - �� /O/// 07 O/3
� 43.Amandments � - �
� TTg�,j� /f/� !' L�i�i¢2LE�S i4. D ELoNE�/�(D /J
SHOULD 1tEAD /o� -��C�'�,4Go s�v S DELo,�/� 5/� [-� �
�isposition Permit No.�� ` ��L�� H105-143
REV O7/2012
`
� :�.:
, . . ,c� �_-� � �
�--• a,
�
� � �� c->
G� � c::. C,'� ,�-.y r
� C (,/� .�7
� � n r. C'�'y
� � � f r� �".r�I
W I LL ?�.' �" ="" �'`' -u �
°- -'� a �:;�
O F �' �'' c, -ra -,, ._�
f7 a -r7 � __.�
CHARLES A. DeLONE ° � n
.,�-
. � � 5,:�.: �
� � +.�.
�„ ('� C!7 �77
O
I, CHARLES A. DeLONE, of East Pennsboro Township, Cumberland County, and State
of Pennsylvania, declare this to be my last will and revoke any will previously made by me. �
ITEM I. I direct that my funeral and interment be arranged as my next of kin shall
� direct. The expenses thereby incurred and any expenses for the purchase and maintenance
� of a cemetary plot and suitable monument shall be paid from my gross estate prior to
� determining the marital deduction for federal estate tax purposes.
� ITEM II. � give and bequeath to my spouse, ELAINE M. DeLONE, if my spouse shall
-,� survive me, all of my household goods, automobiles, jewelry, and all other articles of
e� household and personal use, equipment, and ornament with all insurance policies thereon
�\ and relating thereto.
��
In the event that my said spouse shall not be living at the time of my death, I give and
bequeath all such items to those of my children who survive me to be divided among them
�� equally, in such manner as they may agree or if they are unable to agree as to the selection
or disposition of such items, the decision of my executor with regard thereto shall be final,
binding, and conclusive on all parties.
,_� I further authorize my executor to sell all or any part of the property passed by this
� Item II which is not wanted by any of the devisees named in this Item II and to place the net
proceeds of such sale in my residuary estate.
ITEM III. If my wife, ELAINE M. DeLONE, survives me (and I direct that for the
purposes of this Item of my will my wife shall be deemed to have survived me unless it
appears unmistakeably that my spouse predeceased me, and in the event of simultaneous
death, I direct that my spouse for purposes of this Item III of this my last will shall be
deemed to have survived me►, and if the federal estate tax due because of my death will be
reduced by making this gift for my spouse's benefit, I give, devise, and bequeath to my said
spouse that portion of my estate which shall, when taken together with all other interests
Page 1 of 10
i �
and property that qualify for the marital exclusion allowable and the utilization of the unified
credit allowable in determining the federal estate tax on my estate for federal estate tax
purposes and that pass or shall have otherwise passed to my said spouse, obtain for my
estate, making full use of the unified credit, a marital exclusion which would result in the
lowest federal estate taxes in my estate and the estate of my spouse on the assumption that
my spouse died after me but on the date of my death, and that my spouse's estate is valued
as of the date on and in the manner in which my estate is valued for federal estate tax
purposes. I direct, however:
�
p A. If the marital exclusion, or any similar benefit is allowable with respect
0
N to any property, including property held by the entireties, which my spouse has
�, received prior to my death or at my death or will receive otherwise and
� pursuant to this Item of this my last will, the value of such property shall be
taken into consideration in calculating the size of the gift under this Item of this
� my lasi will.
B. No property ineligible for the marital exclusion, or for any similar
benefit, shall be distributed to this gift for my spouse, pursuant to this Item of
this my last will.
, C. Either cash or investments or both may be allocated to the gift under
this Item of this my last will.
D. Any property allocated under this Item of this my last will in kind shall
� be valued at the value at which it is finally included in my gross estate for
federal estate tax purposes provided that the aggregate market value thereof on
the date of allocation (plus the value as finally determined for federal estate tax
{ purposes of all other property qualifying for the marital exclusion} is at least
equal to the dollar value of the marital exclusion as finally determined for
federal estate tax purposes.
E. No insurance on the life of my said spouse, or proceeds from such
insurance, shall be allocated to the gift under this Item of this my last will.
Page 2 of 10
F. No property, nor the proceeds thereof, for which any estate,
succession, legacy, or inheritance tax or taxes are paid to any foreign country
or any political possession or sub-division of any foreign country shall be
allocated to the gift under this Item of this my last will.
G. No property constituting income in respect to a decedent for purposes
of the federal estate income tax shall be allocated to the gift under this Item of
� this my last will.
� H. If any provision of my will shall result in depriving my estate of the
�
� marital exclusion for federal estate tax purposes, such provision is hereby
�. revoked and my will shall be read as if any portion thereof inconsistent with
� allowance of the marital exclusion for estate tax purposes is null and void, with
� the exception of Item V which is expressly exempted from such revocation.
�� � ITEM IV. If the federal estate tax due because of my death will be reduced by
-�-+�
.
making the gift set forth in th� prac�ui�g �ara��a�hs, � yive and bequeath the rest, resi�lue,
and remainder of my estate of every nature and wherever situate, including any property
over which I now have or hereafter acquire a power of appointment, to the trustee
hereinafter named, IN TRUST, for the following uses and purposes:
A. To pay the net income therefrom to my spouse, for my spouse's life, in
� such periodic installments as my trustee shall find convenient, but at least as
often as quarter-annually.
- B. To pay to my said spouse, or apply directly for her benefit, so much of
the principal of the trust as my trustee may from time to time think advisable
for the support of my spouse to maintain my spouse in the station of life to
which my spouse is accustomed at the time of my death and after taking into
consideration my spouse's other readily available assets and sources of income.
C. To pay to my spouse, or directly to my children, or apply directly for the
benefit of my children as much of the principal of the trust as my trustee may,
from time to time, think advisable for the support and education, including
Page 3 of 10
i
I
�
college and other higher education, both graduate and undergraduate, of my
children, after taking into consideration the other readily available assets and
sources of income of my children. Any distributions hereunder need not be
equal.
D. My trustee may apply the net income of this trust for the support of my
� spouse, should my spouse, by reason of age, illness, or any other cause, in the
� opinion of my trustee, be incapable of disbursing it.
� E. Upon the death of my spouse or upon my death if my spouse
\ � predeceases me, this trust shall terminate and the then-remaining principal and
� any accumulated or undistributed income shall be distributed to my then-living
`� issue, per stirpes, without regard to earlier distributions of principal to issue
under Paragraph C of this Item of this my last will, and provided further that if
� any of my issue entitled to distribution shall be under the age of twenty-five
(25) years, the share ot such iss�e shall be held by my trustee, !N FURTHER
SEPARATE TRUSTS, to expend and apply so much of the net income (any
income not expended or applied is to be accumulated and added to principal)
and so much of the principal of each trust as my trustee shall consider
advisable for the support, maintenance, welfare, health, and education
� (including college and higher education, both graduate and undergraduate) of
that issue until he or she attains the age of twenty five (25) years. When the
� issue attains the age of twenty-five (25) years, my trustee shall distribute the
then-remaining principal and any accumulated or undistributed income directly
� to that issue.
F. If any such issue shall die before receiving final distribution of his or her
entire share, the undistributed balance shall be distributed outright to his or her
surviving issue, per stirpes, and in default of any such issue, then to my
then-living issue, per stirpes, the share of any issue whose original share is then
being held IN TRUST, to be added to and treated as a part of that trust.
Page 4 of 10
i
�
ITEM V. If my spouse, ELAINE M. DeLONE, survives my death and if the federal
estate tax due because of my death will not be reduced by utilizing the marital deduction
implemented through the gifts, devises, and bequests made in Items III and IV of this my last
will, I devise and bequeath all of my estate and possessions of every nature and wherever
situate to my said spouse, ELAINE M. DeLONE, provided my spouse survives my death by
sixty (60) days. Should my said spouse predecease me, or, if the federal estate tax due
because of my death will not be reduced by utilizing the marital deduction implemented
0 through the gifts, devises, and bequests made in Items III and IV and should my spouse be
� deceased on the sixty-first day following my death, I devise and bequeath all my possessions
� and estate of every nature and wherever situate to such of my issue, per stirpes, as survive
� my death by sixty (60) days and, should any of my said issue entitled to a share of my
� estate not have attained the age of twenty-five (25) years at the time for distribution to him
,.
� or her, I devise and bequeath the share of such issue to my hereinafter named trustee, IN
SEPARATE TRUSTS, to ho�d, rrjanag�, in�est, an� re-invest, tl�e shares sQ received, and the
accumulation of income thereon, and to use and apply from time to time such portion of
income and principal thereof as my trustee thinks proper for the comfortable support,
maintenance, health, welfare, and education of such issue or to make payment for such
purposes, without further responsibility, directly to such issue or directly to such issue's
parent, or directly to any person taking care of such issue. Any principal or income not so
t-1 � applied shall be distributed to such issue when he or she attains the age of twenty-five (25)
\�� years, or, if he or she dies prior thereto, to his or her personal representative.
ITEM VI. I appoint my son, J. BART DeLONE, ESQUIRE, trustee of the trust or trusts
created by this my last will. Should my son, J. Bart DeLone, Esquire, predecease me or
otherwise fail to qualify or cease to serve as trustee, I appoint my son, J. BRET DeLONE,
M.D., trustee of the trust or trusts created by this my last will. Should my son, J. Bret
DeLone, M.D., predecease me or otherwise fail to qualify or cease to serve as trustee, I
appoint my son, CHARLES A. DeLONE, III, trustee of the trust or trusts created by this my
last will. In addition to the other powers and authorities granted to my trustee by
Page 5 of 10
i
Pennsylvania Law and by the preceding paragraph of this my last will, I hereby give my
trustee the following special powers and authorities:
I
A. To retain any or all of the assets of my estate, real or personal, including '
any stock 1 may own of my corporate fiduciary, without regard to any principle
of diversification or risk.
B. To invest in all forms of property (including stock, common trust funds
and mortgage investment funds whether maintained by my corporate fiduciary �
� or others), without restriction to investments authorized for Pennsylvania
�
� fiduciaries, as it deems proper, without regard to any principle of diversification
N or risk and to purchase or otherwise acquire real estate and to exercise the
�
� same powers thereover as hereinafter provided with respect to any other real
� estate of the estate or trusts created hereunder. My trustee is specifically
� authorized, in addition to the power to advance trust funds given my trustee by
� the other provisions of this vvi61, to invest so ����ch of the principal o# an of the
Y
trusts created hereunder toward the purchase of a home for the occupancy of
the beneficiary of such trust.
C. 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, exchanges,
or leases, for such prices and upon such terms or conditions as my trustee
�\� deems proper.
D. To borrow money from any person or institution including my corporate
fiduciary and to mortgage or pledge any or all real or personal property as my
fiduciary, in its sole discretion, shall choose, without regard for the dispositive
provisions of this my last will.
E. To compromise any claim or controversy.
F. To apply the net income of the trusts created by this my last will, or any
one or more of them, for the maintenance and support of the beneficiary of
such trust, instead of paying it to him or her directly, should he or she, by
Page 6 of 10
i
reason of age, illness, or any other cause, in the opinion of my fiduciary be
incapable of disbursing it; and to expend from the principal of such trust such
sums as it, in its sole discretion, consider for the best interests of such
beneficiary for his or her maintenance and support, or in connection with illness
or any other emergency befalling such beneficiary.
G. To make distribution in cash or in kind, or partly in cash and partly in
kind, and in such manner as my fiduciary may determine, and at such
valuations finally to be fixed by it.
flH. To allocate receipts and expenses to principal or income or partly to
O
� each as my fiduciary from time to time deems proper in its sole discretion.
I. To exercise any option, right, or privilege granted in insurance policies or
� any other investment.
�
J. To accumulate the income from the trusts created by this my last will
`� during the tern7 thereof an�l to, from time to time, distribute from current
l�
income or from principal such amounts as my fiduciary, in its sole discretion,
deems advisable for the education, support, health, and maintenance of the
beneficiary.
K. To join with my spouse or my spouse's personal representative in filing a
joint income tax return without requiring my spouse or my spouse's estate to
�� indemnify my estate against liability for the tax attributable to my spouse's
income and to consent to any gifts made by my spouse during my lifetime
being treated as having been made one-half by me for purposes of the federal
gift tax law.
L. Should the principal of any trust herein provided for be or become too
small in the fiduciary's discretion so as to make establishment or continuance of
the trust inadvisable, my fiduciary may make immediate distribution of the
then-remaining principal and any accumulated or undistributed income outright
to the person or persons and in the proportions they are then entitled to
Page 7 of 10
�
�
income. If any such person is then a minor, distribution must be made to the
guardian of such minor. Upon such termination, the rights of all persons who
might otherwise have an interest as succeeding income beneficiary, in
remainder, or in any other way, shall cease.
M. To carry on any business owned or controlled by me at my death for
whatever period of time it shall think proper and it shall have the power to do
any and all things it deems necessary or appropriate, including the power to
incorporate the business, the power to borrow and to pledge assets contained
(� in my estate as security for such borrowing, and the power to close out, �
,� liquidate, or sell the business at such time and upon such terms as to it seems
rl best, subject to any contracts or agreements I have made during my lifetime
with my partners, fellow stockholders, or other business associates for the
� I
purchase, transfer or liquidation of such businesses or for the purchase,
transfer, or liquidation of assets jointly ow�ed with a�y such partner, fello�,nr
stockholder, or business co-owner.
ITEM VII. All of the interests of the beneficiaries hereunder shall not be subject to
anticipation or to voluntary alienation.
ITEM VIII. I direct that my corporate fiduciaries shall receive compensation for the
� performance of its functions hereunder in accordance with its standard schedule of fees in
effect from time to time during the period over which its services are performed.
ITEM IX. In the event of the simultaneous death of my said spouse and myself, such
that it is not possible to determine which of us survived, my spouse shall be deemed to have
survived my death for a period of sixty-one days for purposes of passing any property under
this will and of passing any property held as tenants by the entireties by my said spouse and
myself.
ITEM X. I appoint my spouse, ELAINE M. DeLONE, executrix of this my last will. �
Should my said spouse predecease me or otherwise fail to qualify or cease to serve as
executrix of this my last will, I appoint my son, J. BART DeLONE, ESQUIRE, executor of this
Page 8 of 10
. i
my last will. Should my said son, J. Bart DeLone, Esquire, predecease me or otherwise fail
to qualify or cease to serve as executor of this my last will, I appoint my son, J. BRET
DeLONE, M.D., executor of this my last will. Should my said son, J. Bret DeLone, M.D.,
predecease me or otherwise fail to qualify or cease to serve as executor of this my last will, I
appoint my son, CHARLES A. DeLONE, III, executor of this my last will.
ITEM XI. I direct that my personal representatives and fiduciaries shall not be required
to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this �� day of
�� , a (�Y'j
> � �
/�
.
CHARLES A. DeLONE
I
The preceding instrument, consisting of this and eight other typewritten pages, each
identified by the signature of the testator was on the date thereof signed, published, and
declared by CHARLES A. DeLONE, the testator therein named, as and for his last will, in the
presence of us, who at his request, in his presence, and in the presence of each other, have
subscribed our names as witnesses hereto.
el L. Ande
-� Amy Ha ins
Page 9 of 10
�
�
COMMONWEALTH OF PENNSYLVANIA )
( SS..
COUNTY OF CUMBERLAND )
The undersigned, being the testator whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, does hereby acknowledge that I signed and
executed the foregoing instrument as my last will, that I signed it willingly; and that I signed it as my
free and voluntary act for the purposes therein expressed. _
_!
CHARLES A. DeLONE
Sworn or affirmed to and acknowledged �
b��f�re rne by the testator named above
�this 22'� day of �r�^� , rx,u .
li
IIj .� _ _�.-�---"��,RI�►'-S�` �'t��ler,l.,-�
�Notar b:;, � ►,fiw E9� �. �f l.D. ���f��urar��, %
Y ���� �e� 4��'.Guft��,�au�sa• ����,�,�� ��
' ; ,y��� ���..�
���, i§dibtl'a;�s6�AtG�Q�3�6� � ,
i. . ..
____.
COMMONWEALTH OF PENNSYLVANIA ►
( SS.:
COUNTY OF CUMBERLAND )
WE, SAMUEL L. ANDES and AMY HARKINS, 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 the testator sign and execute the instrument as his last will; that he signed it
willingly and that he executed it as his free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the testator signed the will as witnesses; and that to the
best of our knowledge, the testator was at that time 18 or more years of age, of sound mind, and
under no constraint or undue influence.
Sa I L. Andes
�
Sworn or affirmed to and Amy Harki
acknowledged before me this
li 22"� day of �br�^7 , 2oac .
il
Ly�F��un��
��No�a:�y Public _- __- - -- ---� �-_—',
� �p i,��Ig�,�f��Li BE��.��� r u�16c
II ��''�'�°,y� iC�G���!"b�lJe��`�!�vP��lqnqa� ;
�� � ��'28d�S'�� C9C'96`A.� ��1'�Y�� j
� "����''Is�����°
i_ __,__m___.---- Page 10 of 10