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HomeMy WebLinkAbout02-22-05 PETITION FOR PROBATE and GRANT OF LETTERS Estate of MAYNARD L. SHUGHART also known as Deceased. Social Security No. 204-03-1599 No. 91- 05- on5 To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner is 18 years of age or older and the Executrix named in the last will of the above decedent, dated March 10, 1992, and codicil(s) dated April 12, 2004. (State relevant circumstances. e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 19 Clifton Terrace, Carlisle, South Middleton Township. (List street, number and municipality) Decedent, then 86 years of age, died February 12, 2005, at 770 South Hanover Street, Carlisle, Pennsylvania. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ unestimated $ $ $ WHEREFORE, petitionerrespectfully requests the probate ofthe last will and codicil( s) presented herewith and the grant ofletters testamentary thereon. (Testamentary, administration c.La.; administration d.b.n.c.t.a.) r",:,:J, ~p "))()~ ~ 1 Martha R. Shughart 19 Clifton Terrace Carlisle, P A 17013 (717) 243-4200 -:~ fc~i~Jc.ii ) ':',) l",.J ====~=====:==========--======--=================================-~~=====;~== .,:,~~I OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. ) C,n r,) COUNTY OF CUMBERLAND The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the bes( of the knowledge and belief of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. Sworn to or affirme~d subscribed ~re me this 2;; _ day of )jl:~~t:!tk~t!:v~ctL )~I ~ " Register IrQ \b.., , , !~;-r: { r~-J /lfq'idvr R j~~ Martha R. Shughart No. ;21- 0 5- ()n5 Estate of Maynard L. Shughart, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, :J.I! huA fA, ts /};). d-OO 5 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated March 10, 1992 and April 12, 2004, described therein be admitted to probate and filed of record as the last will of Maynard L. Shughart and Letters Testamentary are hereby granted to Martha R. Shughart. C-c.c\.Ac:, \ FEES Probate, Letters, Etc. Short Certificates( ) ~~U0\\\ .J0P ~ ~-\c'IT>O.\:'''''<-- TOTAL 15 00 $ /35 . nO $ !.;l.Q0 $\500 $ \5 OD $ \q~.c.O J:Lunria ~(lM-tO^ J~D.~~ Register of Wills~l1 Ivo V. Otto III, Esquire (27763) ~'-~ ATTORNEY (Sup. Ct. LD. No.) MARTSON DEARDORFF WILLIAMS & OTTO 10 East High Street Carlisle, PA 17013 (717) 243-3341 Will Book # Page Filed .:2 - ;;>..;;>... - ~o<::> F:\F ILES\DA T AFlLE\EST A TES\621 g 8_1ettcl1i1eS ""'.' Kl: V III!~ 11...;" ;", ~~1 C(,;~-I::\' ~:lat the information here given is correctly copied from an original certificate of death duly filed with me as Local R,'glStral. The original certificate will be forwarded to the Slate Vital Records Office for permanent filing. ,1/ TYPElPRINT m PEJUU..MENT 8IJ.CKlNK .J '1. D 'Z m , ~ < ~ dO "" '- ffi @ ~ o . o ~ WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $6JJO 2:L~:)~~~~--v ,,11"'''''''''''''''''''' ""'~.J\.1" Of PE,f,''" ""t~~'J'.'- \\\~ -- ~\. i~ '" '. ~\ ~::EI- " '~i ~B~(~.'.:;" :O:i ~*~*~ \~ ,~, - /~~l ~ 7;9.> ~~'r II - ~"",:!}![NT n\ ~I,,'I" """",,,,,J/I P 11329944 fEB 1 4 2005 No. Date ,--,', "-,j H11l5.14JR<lV.:JJ87 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH. VITAL RECOROS CERTIFICATE OF DEATH <:.,q 'ST~nf"ENUt.l8ER NAME OF OEceoENT \f\m. Mklllle. \.eol) .. Ma "'GE {lnl Bi'U'day) '" 2. Male SOClAlSEC\Jfl.IT'1NUI>lSER DATE OF DEATH (MOr\tf\. Qlrj. Vearl .. Feb. 12, 2005 ~I' ,.,. ,204 03 - 1599 ElIRTHPLACE(Cllyand $\al& Dr Foreign Coontry) _0 00...0 Reo-O :='M 0 RACE -American Indian, Black, White, e '''"'''' 10. White SURVIVINGSPOU$E (W"'fo.g;..",.I.",."",.) '" ,. COUNlYOFDE...TH ... Carlisle 8b. Cumberland OECEDENrs USUN. OCCUPATlO>> 1<:-"=':~"':'1:~:~:J;;"'f KIND QF BUSINESS I INDUSTRY WJO.IT...l$T....1US.Merr1ad. N.verM8m",::L~. Divorclld(Spec/I't) 1'.. OECEDE 1111. SS(Streel.Cjtyrrown,StallO,lv " DECEDENT'S ACTUI'\L RESIDENCE lSe<>l""ltVCUon. <h'1oltwtid<lj 11e..K:!V.....det*danI1llledIn ~l1~h Mior'n;:>rl"'Il'l ''" decedent ~~~p? 11'd,O ~'-"_~~""'~'~A' !"'1...............1........-'l "'0' ......u """'''' MOTHER'S NPJJ.E \I'lnll. MOldle, Malden SlrI'larTHl) 18. Olive 0 INfORIAA.N1'S MAll..lNGAOORESS (Street, Cltyn-own, Stale, ZIp Co<kl ,.,. PUle!: Of DISPOSITION- NarMofCernM8ry, Cremetory \.QCAT\OfoI CltpTown. Stille. Zlp Coda or Olh., PI."" Westminster 210. Ph 19 Clifton Terrace 16Carlisle P 17013 f"i'O-\ERS NAAlE (Firsl. Middla. \"01) ... INFORIllAN"rS NAME: (Typ4IPr1nt) "'- """DO o.",aliorlO 2fa. "0 '" plelel/emS a-<,,,,,'Y wh"" ClInIIl'Ing ~\$noI"'__.IIl....ofd..1I11O certIly""",.afd..1tI ""- 17b-Countv o BIlrj.1 []:cremelk>n Owmoval1\'=S-lBt1l 0 Oltler(SpfdfJ) FUNERAl NAMEANDADD,ClESSOFFACI\.ITY 22e.29.Hav ~ICEN$ENUMBER 1'(\. Hoffman-R9th 0"-" ". :AI>l>"m;imete '-"'lervalbetwMn :<mUIamlciealh Olt1e<~l1tCOl1dillco.~onlrfW~glodfltoth.bttl IIOlreo~llinQlnu-..~<:/I",".gJvenlr1f'AFlTI. 27. PART r: !lllo'....d......., In",,," 0I."""'"..t1o~"""""_1Ilo ....11>. 0.; "ol."Io<'~' ",od.ofd,I.", .""~.. \.lO,........o....."..~.....,.... lo.<OI...............,_.b""'ko'ho.rtfoll..... ~<.\\...,,""- ~KCl::Ofl; "", U. OIA'O(ORI<S 00 u.. t: $eQuenllallyll8lcondl/lons If_.\9IdngloilNnoodillle _.Em.rUNIlERloYIHG CAlISE(Dlseaeo'lrlturv 1IIoltn~led_ -.l\nJl....llealh)LA8T WAS AN' AUTOPSV WERE AUTOPSY fiNDINGS PE!l.FORME01 ^VAILAEI\.E PRIOFt TO COI.\PlETIOHOl'-CAUSE OFDIOATH7 [l(J~TOIORAS COliS OOE OFt OOETOORAS ~, TIME OF INJURY INJURY AT WORK1 oeseR.leE HOW INJURV OCCURRED. MANNER Of OEATH DAJEQf"lN.lURV o (Mao""o.,-,Y..'J o o Ja o o """""" NelUllIl Acdd....,t Ve.O NoD 30e. Ptmdlnglnve51iggtlclO 30.. 3011, M PLAce OF INJUFtY_AI hcme, ferm, slreel,fafmry.<>l!\ce -"",,-.\~\ 30e: '\''''0 NO&i vesD 28... 2tb. CERnFIER(Chadr.~",,') ';~~IGof::';~~~~J''::~3::'~.~~:)~,g:~~a~.~t'.I'.1.~.~~~.~~~.~~.t~.~~_~~}... "'0 Co~klnotbedet..-mlned '"""" ". """ LICENSE NUMBER TES1GNED(Month,O.y.Vea,) ..0". .....uol'~'i' ".....'" 1'1 ",.."l; NAME AND ADDRESS OF PERSOtI WHO COMPLETED CAUSE OF DEAT!-! (Item 2t/T)f>Il.... PrIol (J n (\~~u..:.""" J___ r""'O ....."''''l' ." o ". ~S.. Vo""""t ... (1..'\1,,<:.......... ."IWH.OUMClHO.AACCERTlFYING PHYSlCIAJl(Physk;:l,on bothptOOounc:lng~aml~gl(l""useordulh, Tollw_totmy....._lodga,_~...u..ti"'.,d.ta,...dpr..,.,.l>ddl!.k>tMo~....M(.I-.M""'nn.........Iad,.. 'MEOlCA.L EXAMlN'ERICOIlONER OnIh.hel.<sf........II'..lI"".ndlorl_tllt'lJon.ln"'Yoplnlon,d..Ih~-.t\h.tl"'.,d.....ndpl.e....dd...k>jh.~.us..(.l.nd ....M.....t.al.d....u..,. ...,,,.,............ ". RaOIS1AAR'IlIlIGNATURE AND NUM8ER ~ DATE FILED (Monlt1. Day,V..r) \=; C\. ~b>o..~ P-I \ blll 101 s ". FWILES\DAT AFlLE\Estale Planning\6218-lh,codid!2004 CODICIL I, MAYNARD L. SHUGHART, of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be a Codicil to my Last Will and Testament dated March 10, 1992. 1. The following shall be added as a second paragraph to Item 4 of said Last Will and Testament: I direct that the share of my son, DAVID SHUGHART, shall be reduced by the sum of $1 ,200.00, which funds were advanced to him prior to my death. 2. In all other respects, I ratify and affirm my said Last Will and Testament dated March 10, 1992. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 1,Q<1/.v day of ~JL ,d.u01. :!!!u~gcfart~(SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for a Codicil to his Last Will and Testament dated March 10, 1992, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence ofthe said Testator and of each other. Y/J/hJ~iJ. 0Jw; ~"~. /Mz .,') f",.:; Page 1 of 2 Pages COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) We, Maynard 1. Shughart, J?<C-r;w-f,CJc A tu,.,[~.- ,and VlcJon~ L. 0 fu the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as a Codicil to his last Will dated March 10, 1992, and that the Testator has signed willingly, and that the Testator 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 Codicil as a witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~h~Te~ ~~uJd~ J/c-&c /Itztt Witness and subscribed and sworn to 1) IC+DneL 1.... IJ #n Subscribed, sworn to and acknowledged before me by Maynard 1. Shughart, the Testator, -~ before me by dNt,oj,;,~ A. })ech~ and , the witnesses, this jr)".{a'ay of a~ ,2cc'-/. ~~-~"-n~p~ Notary Public. NOTARIAL SEAL CORRINE L MYERS, NOTARY PUBLIC CARLISLE BORO, COUNTY OF CUMBERLAND MY COMMISSION EXPIRES MAY 27,2007 Page 2 of2 Pages LAST WILL AND TESTAMENT I, MAYNARD L. SHUGHART, of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance Qr , other property not passing under this Will. , .1 "i 2 . C".l I direct that my personal property comprised of t1'l.Ei! shop equipment and related equipment and an antique car shall be' sold by my Executrix, and the interest on the proceeds thereof, along wrth the interest on any cash or other investments which I may have at the time of my death, shall be for the benefit of MARTHA R. SHUGHART for the period of her natural life and shall be paid to her. Upon her death the same shall pass under the residuary clause /17.-1.1.. M.L.S. Page 1 of 5 Pages of this my Last Will and Testament. 3. We are presently having constructed a dwelling at 19 Clifton Terrace, South Middleton Township, Carlisle, Pennsylvania, to which both MARTHA R. SHUGHART and I will be each contributing one-half of the cost thereof. Accordingly, we contemplate an agreement by virtue of which one-half of said real estate shall be vested in each of us, and I direct that my one-half shall be for the benefit of MARTHA R. SHUGHART for the remainder of her life, if she shall survive me, and upon her death my one-half interest therein shall pass to my residuary estate. I clearly intend that the remaining one-half of said real estate shall pass under the Last Will and Testament of the said MARTHA R. SHUGHART. 4 . All the rest, residue and remainder of my estate, including those items which shall vest in my residuary estate upon the death of MARTHA R. SHUGHART, I direct shall be sold by my Executrix and converted into cash, and I direct that the same shall be divided equally among my children, JAY SHUGHART, PARKER SHUGHART, NANCY HOFF, JUDY LINE, VIRGINIA WESSELS, ROBERT SHUGHART, DIXIE FENICLE and DAVID SHUGHART, absolutely. 5. I nominate, constitute and appoint MARTHA R. SHUGHART as Executrix of my estate. In the event she shall be unable or PJJu/ J M.L.S. page 2 of 5 Pages unwilling to serve in such capacity, then I appoint JAY L. SHUGHART to act in such capacity. 6 . I direct that my Executrix or Executor shall not be required to file a bond to secure the faithful performance of her/his duties in any jurisdiction. 7 . I authorize and empower my personal representative, in her/his sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; and to execute and deliver such instruments as may be '}7J. ;;( 1~ M.L.S. Page 3 of 5 Pages necessary to carry out any of these powers. IN WITNESS WHEREOF I have hereunto set my hand and seal this Jc)-/tl day of '7JJr;t/( dl) , 1992. 2%~~h~ (SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. ~:' 4'd -::- n (-0 (~- .. Page 4 of 5 Pages COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, Maynard L. Shughart, Testator, 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 willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ~~d~~:17- Maynar L. Shughart Notarial seal Com"" L. M}'€fS, NolaIy NlIic Cartisle Bora, Cumberland COUl1\y My Commission Expires May 22.1995 co~~1W'fl~~VANIA SS. COUNTY OF CUMBERLAND ) /7 -~ (I / /! We ,~"- ".--L >7-.J.~.y4:..h,-(;{ (!J(.'L"t1.(J. ~('<- ( ,-..--:1t.I.L r!, the witnesses whose names v1e signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Maynard L. Shughart, the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator 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. Sworn or affirmed to and subscribed before me this /O-fJ... day of '1fJrkkdLr 1992. ~. . : - I)J/UtJ, if Notary Public }/fL., <2-''<4-: U ~.. Notarial Seal Comne L. MyeIS, NolaIy NlIic Carlisle Bora, Cumbertand County My Commission Expires May 22, 1995 Member, Pennsylvania AVCQQation gf ~ Page 5 of 5 Pages