HomeMy WebLinkAbout03-07-05
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of
also known as
Martha H. Jackson
No ~ 1-()5 -~ .;J10
, Deceased
Social Socurity No. 239-52-8765
Leonard L. Jackson
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
o A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execLlt_narned in the last Will of
the Decedent, dated and codici~s) dat.d
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 documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
[]J
B. Grant of Letters of Administration
c.t.a.
(c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse Of any) and
heirs:
I Name RelationshiD Residence I
Leonard L. Jackson Soouse 506 Kentwood Dr, Mechanicsbur~, PA
(COMPLETE IN ALL CASES:) Attach addKional shoots ff nocessary.
Decedent was domiciled at death in Cumberland
County, Pennsylvania with his/her last family
or prinCipal residenco at 506 Kentwood Drive. Hampden Township
(list stroel numbor, and municipanty)
Cocodent, then E-years of ago, diod 02/10/2004 at Mess iah Village. MechanicsbUl;1\.. PA
(Location)
l..,.) 1
Decedent at death owned property with estimated values as follows:
(Ii domiciled in PAl All personal proporty
(If not domiciled in PAl Personal property in Pennsylvania
(If not domiciled in PAl Personal property in County
Value of real estate in Pennsylvania
$
$
S
$
'29,200.00
situated as follows:
(..Jl
'.f)
Wherefore, Petitioner{s) respectfully request{s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
letters in the a ro riate form to the undersi ned:
Si nature
'T
Leonard L. Jackson
506 Kentwood Drive
ed or rinted name and residence
Mechanicsbur . PA
17055
Prepared by the PennsylvanIa Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
,;;.()~
NOTARIAL SEAL
lOUIS J. lORE, Notary Public
amp Hill Boro, Cumberland County
My Commission Expires April 14, 2007
Notary Public
My Commission Expires:
(SIgnature and seal of Notary or other official
qualifIed to adminIster oaths. Show date of
expiration of Notary's commIssion.)
NOTE: Renunciations executed outside the Office of Register of Wills
in some counties are required to be notarized.
Prepared by the PennsylvanIa Bar Association
CopyrIght (c) 1996 form software only CPSystems, Inc.
Form 'RW-4 (1991)
Register of Wills of Cumberland
County, Pennsylvania
RENUNCIATION
Martha H. Jackson
No. .,<1-05 JiO
Estate of
also known as
, Deceased
CITICORP TRUST BANK, FSB, SUCCESSOR BY MERGER TO
The undersigned. Smith Barney Private Trust COIIIpany of
(Relationship) (Capacity)
the above Decedent, hereby renounc:e{s) the right to adrrinister the estate and respectfully request(s) thet leUers be issued to
. / .
W1TN~~u.. /
Cindy-L. W ite
Vice President and Trust officer
l.nd this
o2J 7 bL
dayofJ"'I',J<..l4X-y .,;;z.()()s:"
.
:Z::"':C:
(Signature)
3rd Floor, 54 Broad Street
Red Bank, NJ 07701
(Address)
DONNA WITTEK
VICE PRESIDENT
TRUST OFFICER
(Signature)
(Address)
(Signature)
- ;.. (~~1
(Address)
Sworn to or affirmed and subscribed
,-"'\
before me this
Dl-,bt
day
of.:rirt.JUltlC.y . obooS
_~o! !bk
My Corrmission Expires:
(SIgnal.... and .... of Notary or other offk"J.l1
qulltfledto"""".:L~"" athe. Show dde of
....eUonof Noe.ry-._...' I Il.,)
t,;"
AMY L PORI'ER
HOTAIY PUIUC Of 1ft JBISFf
COlllIIlIIIIon ExPht 1lI/1712llOS
NOTE: Renunciations executed _ the OffICe '" Register 01 Wdls
in SOf'YWi counties are required 10 be notIIrized.
........... ~ the F ___.ptvMIa a.r Meodatlon
CowrIght(c) .,. form ~ only CPSystems.lnc.
Fann "RW-4 (,,,,)
11]1l~.H(l~ lUX ').1,%
'V., "
This is to cerr{v that the information here given is corre::tly cOI;~ed from an original certificate of death duly filed with me as
Lo~al Regis;",f. The original certificate will be forwarded to tlle State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Pee for this certificate, $2.00
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P 9963146
No.
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rE8 1 4 ZOC4
Date
-p
I"V 2187
}.1-05-d-IO
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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N",IoIEClFDECEOENTlf.,"'.M'ddle.caslI
'"
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2. Female
on
UNOf:RtYEAR
Month. 0."..
(,n
ST"'H<<lE~UMBER
SOCIAL SECURITv NUMBER
O"'TEOFOE:ATH,Mcn"',Da,.'~r)
,. 239
-52
8765
.. 2-10-04
BIRTHPlACErc,t,..nd
31a1<!l0lFc'eognCOOJnnYI
Pu.cE OF OE1JH (C~""k on'~ ~ne _ ,n."""I."..".cnu<t>er ,ooel
HOSP'TAI.
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FACllIT'l'NAMEI'fncl'~sI'Mlon.\J",""'~'fId",,""berl
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MOTHeR'SNAIoIE(FilSl.~oddle,~aI(le(l5u'na/T1")
11. Eth~l McCauley
INFOAMANT" s ......,UNO ...POAE5S (SIf_. CirvfTowm, Slate, lip Cod8)
Mb~06 Kentwood Drive, Mechanicsbur , PA 17050
PLACE OF OISF'OSrTlQN . Nama oj Cemltl.~, Crematory lOCATION. CilVl1<lwn, St.t... Z'" eo.:.
OfOl".,Plac. Cremation Society of
21c. PA Cremator 21d.Harrisbur PA
w.MEAN[),o,{JORESSOFF...ClllTVCremation Society of PA
22<::.41 ne own r' ur
LICENSE NUMBER DATE$lGNEO
(Monlh.Dav.\Ur1
UNO[Rl01o.'/
Hol,n ! "'...~l"
87
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COUNTY OF OEPH
,.\:umberland Jlpper Allen Twp f V[ e ss i" I,
DECEDENT'S USUAL OCC\JmlON KIND OF BUSINESs/INDUSTRY WAS DECEDENT EVER IN
I~~~~~u~;~::rr U.S,,o.RMEOFORCE$?
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1TL School Teacher 11 lementary Educati p.-
\:leC1:.DENT'SM"lLlNG ...DORESS (Sir..... CJlyI"lOwn. ScaN. Z",Code\ DECEDENT'S
506 Kentwood Drive ~~NCE
Mechanicsburg, PA ~O::~~~.
,.
FRHE,A.SN.A.MEIFilSI,MiOdIe,lllll
1.. Jacob Hayes
INFORMANT.S "''''IoIE n ypelPfinl)
. Leonard L. Jackson
tM;'THOOOl'DlSPOsmoN
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WERE "'UlOPSY FINDINGS
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C()t,(~ETlONOFC"'lJSE
Of'DEATH?
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DUE 10 toR ...5 " CONSEOUENCE 01')'
DUE TO (OR AS A CONSEOUENCE OF)
MANNER Of'OE1JH
O"'TE Of INJURY
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SURVIVING SPOUSE:
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Leonard L. Jackson
".
t7c.D.....,__nlllv8din
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Mechanicsburg
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17109
30. 2k.
WAS CAS!!' REFERREO TO MEOI~l EAAMINERJCOROm;:R?
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o PLACE OF INJUAY. At """"" too"". ."HI. laclory. offic:. U.
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To ItM 11-.1 o''''Y kno"~ge d".t1tQCCufn'd due'" IN CIU"(') and m""ne,.. '"ted
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Last Will
of
MARTHA H. JACKSON
I, MARTHA H. JACKSON, a resident of Cumberland County, Pennsylvania, declare that this is my
last will. I hereby revoke all my previous wills and codicils,
Article One
Introductory Provisions
Section 1. Marital Status
I am currently married to LEONARD L. JACKSON, and all references to my Spouse in this will are
to LEONARD L. JACKSON,
Section 2. Children
I have no living children,
a, Deceased Children
The names of my deceased children who are survived by descendants are as
follows:
BRENDA LEE JACKSON
(-.,
(....i
1
Article Two
Appointment of My Personal Representatives
Section 1. Nomination of My Personal Representatives
I appoint the following to be my Personal Representative(s) in the order of priority in which
their names appear:
MARTHA H. JACKSON AND
. SHEILA KAjER: THEN ....K ft(:}-~ f{
SHEILA KAtER AND ~
. SMITH BARNEY PRIVATE TRUST COMPANY
If, for any reason, the Personal Representative(s) named above are unable or unwilling to serve,
the next successor Personal Representative(s) shall serve in the order of priority listed until the
list has been exhausted. Unless otherwise specified, if Co-Personal Representatives are serving,
the next named successor Personal Representative shall serve only after all of the Co-Personal
Representatives cease to act as Personal Representatives.
Section 2. Waiver of Bond
No bond or undertaking shall be required of any Personal Representative nominated in this will.
Section 3. General Powers
My Personal Representative shall have full authority to administer my estate under the laws of
the Commonwealth of Pennsylvania relating to the powers of fiduciaries. My Personal
Representative shall have the power to administer my estate under the Pennsylvania Probate,
Estates and Fiduciaries Code.
2
Article Three
Disposition of My Property
Section 1. Estate Planning Letter or Memorandum
To the extent permitted by state law and not necessary to fully utilize my Unused Unified Credit
Equivalent, my Personal Representative shall distribute such of my personal or household items
to such persons as I may direct by a written instrument signed by me and delivered to my
Personal Representative.
Section 2. Distribution to My Revocable Living Trust
I give all the rest, residue and remainder of my property of whatever nature and kind and
wherever located to the then acting Trustee(s) of my revocable living trust of which I am a
Trustor known as the:
LEONARD L. JACKSON AND MARTHA H. JACKSON LIVING TRUST dated January
12, 1995, and any amendments thereto.
I executed said trust prior to the execution of this will.
Section 3. Alternate Disposition
If my revocable living trust is not in effect for any reason, I give all of my property to my
Personal Representative under this will as Trustee who shall hold, administer and distribute my
property as a testamentary trust the provisions of which are identical to those of my revocable
living trust on the date of execution of this will, or as thereafter amended.
3
Article Four
Death Taxes
Section 1. Definition of Death Taxes
The term "death taxes," as used in this will, shall mean all inheritance, estate, succession, and
other similar taxes that are payable by any person on account of that person's interest in the
estate of the decedent or by reason of the decedent's death, including penalties and interest, but
excluding the following:
a. Any addition to the federal estate tax for any "excess retirement
accumulation" under Internal Revenne Code Section 4980A.
b. Any additional tax that may be assessed under Internal Revenue Code
Section 2032A.
c. Any federal or state tax imposed on a generation-skipping transfer, as
that term is defined in the federal tax laws, unless the applicable tax
statutes provide that the generation-skipping transfer tax is payable
directly out of the assets of my gross estate.
Section 2. Payment of Death Taxes
Pursuant to the terms of my revocable living trust, all death taxes whether or not attributable to
property inventoried in my probate estate shall be paid by the Trustee from my trust. However,
if my trust does not exist at the time of my death or if the assets of my trust are insufficient to
pay the death taxes in full, I direct my personal representative to pay any death taxes that cannot
be paid by my trustee from the assets of my probate estate by equitably prorating and
apportioning those taxes among the beneficiaries of this will.
Unless specifically provided otherwise in my trust, all death taxes incurred by reason of assets
being transferred outside of my trust or probate estate shall be assessed against those persons
receiving such property.
4
Article Five
General Provisions
Section 1. No Contest Clause
If any person or entity other than me singularly or in conjunction with any other person or
entity, directly or indirectly, contests in any court the validity of this will including any codicils
thereto, then the right of that person or entity to take any interest in my estate shall cease and
that person (and his or her descendants) or entity shall be deemed to have predeceased me.
Section 2. Captions
The captions of Articles, Sections and Paragraphs used in this will are for convenience of
reference only and shall have no significance in the construction or interpretation of this will.
Section 3. Severability
Should any of the provisions of this will be for any reason declared invalid, such invalidity shall
not affect any of the other provisions of this will and all invalid provisions shall be wholly
disregarded in interpreting this will.
Section 4. Governing Law
This will shall be construed, regulated and governed by and in accordance with the laws of the
Commonwealth of Pennsylvania.
SEP 1 3 1999
I signed this, my last will, on
'o/(L ~ ^
MARTHA H. JACKSON C\ BA..~
5
ATTESTATION CLAUSE
The foregoing last will was, on the day and year written above, published and declared by
MARTHA H. JACKSON to be her Last Will and Testament.
We, in her presence and at her request, and in the presence of each other, also signed our names
as attesting witnesses.
We further state that each of us believes, according to our best knowledge and belief, that at the
time MARTHA H. JACKSON executed the foregoing last will, she was of sound mind and memory,
of lawful age, and did so execute it as her own free act and deed and not under the unlawful
influence of any person.
./
ffus h I $Jrn if1Lj J16:S <,
AD SS
'lLA./ Ii);.}.)':/'. ~.
J WITNESS
/7
're.L
H U m(rJ;!J5fDWIl 7,-) t7 060
ADDRESS
6
" ..-
COMMONWEALTH OF PENNSYLVANIA
: SS:
COUNTY OF DAUPHIN
Testatrix and the witnesses, respectively, whose name 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 foregoing instrument as the Testatrix's last will, that the
Testatrix signed it willingly, or directed another to sign it for the Testatrix, that it was executed
as a 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 last will as witnesses, and that to the best
oftheir knowledge and belief, the Testatrix was at the time of sound mind and memory, of lawful
age, and under no constraint or undue influence.
, \, d I~ I' I J ,,\', I ^ h
l an c__ I Ie. ({ .Ii' fl.J C l'l" , t e
We, MARTHAH. JACKSON,
I
j, I
cU0' tUA.;t/L
WITNES)
(
,
, lJ" Ih
) ""~
Subscribed, sworn to and acknowledged before.J!le by MARTH H. JACI).SON, the Testatrix, and
subscribed and sworn to before me by C ('R i (' \('" I I i and
El, f-C, !H.fh S" EcJ( , witnesses, this tfJ dayof ' ,JJA..I ,
1999.
~du / Jdfr~
Notary Public v
(SEAL)
Notarial Seal
1.lnd:J L. Ffitt(lrhuH, Notary Public
!,='r, 'I -i"\T' County
t>.\';f ,;~, "';}f, I\!cv. 8.1999
7
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