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HomeMy WebLinkAbout04-08-14 Reset 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)the following and respectfully request(s)the grant of Letters in the appropriate form: Decedent's Information 21 _ -32 Name: LAURA C.WILLIAMS File No: a/k/a: (Assigned by Register) a,Wa: a/k/a: Social Security No: Date of Death: March 20,2014 Age at death: 90 Decedent was domiciled at death in Cumberland County,PA (stare)with his/her last principal residence at 306 Mt.Allen Drive,Mechanicsburg,PA 17055 Upper Allen Township Cumberland Street address,Past Omce and Zip Code City,Township or Borough County Decedent died at Manor Care.940 Walnit Bottom Road. Carlisle Cumberland PA Street address,Post Office and Zip Code City,Township or Borough County State Estimate of value of decedent's property at death: Jfdomiciled in Pennsyl vania............................ All personal property $ 80,000.00 Ifnor domiciled in Pennsylvania. ....................... Personal property in Pennsylvania $ If not domiciled in Pennsylvania. ....................... Personal property in County $ Value of real estate in Pennsyl vania......................................................... $- 14600000 TOTAL ESTIMATED VALUE. ... $ 226.000.00 Real estate in Pennsylvania situated at: 306 Mount Allen Drive,Mechanicsburg,PA 17055 Upper Allen Township Cumberland (Attach additional sheets,tJ'necessary.) Street address,Post Office and Zip Code City,Township or Borough County ® A. Petition for Probate and Grant of Letters Testamentary Petitioner(s)aver(s)he/she/they is/am the Executor(s)named in the last Will of the Decedent,dated November 23, 1971 and Codicil(s) thereto dated March 26 1975 State relevant circumstances(eg.renunciation,death of executor,etc) Except as follows:after the execution of the instrument(s)offered for probate Decedent did not marry,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.§ 3323(g),and did not have a child bom or adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. Q NO EXCEPTIONS ©EXCEPTIONS Q B. Petition for Grant of Letters of Administration (If applicable) c.t.a.,d.b.n.,d.b.n.c.t.a.,pendeme lite,durance absentia,durance minoritate If Administration,c.t.a. or d.b.n.c.t.a.,enter date of Will in Section A above and complete list of heirs. Except as follows: Decedent was not a party to a 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. ©NO EXCEPTIONS © EXCEPTIONS Petitioner(s),after a proper search hasthave ascertained that Decedent left no Will and was survived by the following spouse(ifany)and heirs(attach additional sheets,tfnecessary): ^� n o Name Relationship Address ° M n m = c= v m 0 mac' ? 1 00 °o -0 -n —n 3 - ° z �- � m n ^a `/'a) n- I Pormew-02 rr.lon/noli Page I of Oath of Personal Representative Official Use only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF CUMBERLAND } Petitioner(s)Printed Name Pcttioner(s)Printed Address L.Anne Lehner 145 Spring Drive Dillsburg,PA 17019 Nancy E.Zentme er 25 Chestnut Street Mt.Holly Springs,PA 17065 The Pefitoner(s)above-named swear(s)or affirm(s)the statements in the foregoing Petition are true and correct to the best of the knowledge andbelief of Petitioner(s)and that,as Personal Represcntative(s)of the Dc dent,the Pcttoner(s will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before Date u 11'1 me this L day of Y }:f i 1' COI 1 Date (L By: n O.o ,k 4ri,_ rtbM U Date I For the Register Date BOND Required: © YES WNO To the Register of Wills: FEES: Please enter my appearance by my signature below: Letters. . . ... . . . .. . . . . . . . . . . . S 310.00 Attorney Signatur : ( 7 )Short Certificate(s).... . . 35.00 ( )Renunciation(s).. . . . . . .. ( 1 )Codicil(s). .. . . . . . . . . . . 15.00 ( )Affidavit(s).. . . . . . . . .. . Bond... . . ... . . .. .. . .. . .. .. . . Printed NZ,,..'e: Ro "bb Commission. . . . .. . . . .. . .. .. . . Supreme fourt Other . . .. . . . . ID Number: 76057 ,Oath— . . . .. . -3-99— Firm Name: Central PA Estate&EIdPLaw r m Will . . . . . .. . 15.00 Address: 1853 William Penn Wav; Inh.Tax Return e 15.00 PC)Box 10574 m� Inventory . . . . . . 15.00 Lancaster,PA 17605-0570 z OD c n � � . . . . . .. . Phone: 717-824 4838 z ;K p o Automation Fee. . . ... .. . .. . . .. 5.00 Fax: 717-8244759 n C3 't JCS Fee. .. . . .. .. . .. . .. . .. . . . 23.50 Email: rgrubhacpneel erm TOTAL. . . .. .. . . .. . .. . .. . . . . $ 438-59 i� r— m d3 `t33.5p rn cr' ., DECREE OF THE REGISTER Estate of LAURA C.WILLIAMS File No: Z I — C -} - 321 a/k/a: p AND NOW, �qp(1 1 -1 201 y• inconsideration of the foregoing Petition, satisfactory proof bavinb been presented before me,IT IS DECREED that Letters are hereby granted to L• 8-on i Lekryu r OAhd A/0 t e in the above estate and(if fipplicable)that Z instruments dated p-2 - l0�� D/lO( 3 2l e - I qK described in the Petition be admitted to probate and filed of record as the last Will(and Codicil(s))of Decedent. egister of Will r CC(L T n Form RW-02 rev. 10111201 U� ge 2 of 2 OATH OF NON-SUBSCRIBING WITNESSES) REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA Estate of LAURA C. WILLIAMS Deceased L. Anne Lehmer and Nancy E. Zentmeyer (each)being duly qualified according to law, depose(s) and say(s)that she/he/they was/were well- acquainted with Laura C. Williams and am/are familiar with the handwriting and signature of the decedent, and that the signature of Laura C. Williams to the foregoing instrument purporting to be the Last Will and Testament/Codicil of Laura C. Williams is in his/her own proper handwriting. (signature) Stg-na e) 145 Spring Drive 25 Chestnut Street (Street Address) fSlreet Address) Dillsburg, PA 17019 Mt. Holly Springs,PA 17065 (city,State,Zip) (City,State,Zip) Executed in Register's Office Sworn to or affirmed and subscribed n m M before me this day �n y� .� o Of rlpYl l r z m M ;M C:) c o C>z z ..n n Deputy for Regis r of Wills -+ r— o 9 N n > C) Form RW.04 rev.10.13.06 LAST WILL AND TESTAMENT OF s rn rn, LAURA C. WILLIAMS c'" G' a'. rri � r" z rnC) I, LAURA C. WILLIAMS, of Upper Allen Towns}ai(n„' m o Cumberland County, Pennsylvania, make, publish, and SE@1'are3 -c C�—> r-► i- m this to be my Last Will and hereby revoke all Wills -and N 0 6{ > rn n Codicils previously made by me. ITEM I. I direct my Executor hereinafter named to pay all my just debts and funeral expenses, including the cost of my gravemarker, as soon as practicable after my death. ITEM II. I give and bequeath to my beloved husband, ROBERT D. WILLIAMS, if he survives me, all my furniture, household furnishings, clothing, jewelry, personal effects, all of my other articles of personal use or adornment, and all automobiles of mine kept for family or personal use, together with any in- surance existing thereon; but, if he does not survive me, I give such tangible personalty to such of my children as survive me, to be divided among them by my corporate executor with due regard for their personal preferences in as nearly equal shares as practical. Any such article allocated to a minor may, as my Executor thinks advisable, either to be delivered to the minor or any person to hold for the minor, or be sold and the proceeds paid to the Trustee to be held in trust for the uses and purposes hereinafter set forth in Item III of this Will. ITEM III. All the rest, residue and remainder of my property and estate of every kind and nature and wheresoever situate, in- cluding all lapsed legacies and bequests, and including any prop- erty over which I may have a power of appointment at the time of my death, I give, devise and bequeath as follows: A. If my beloved husband, ROBERT D. WILLIAMS, survives me, to him absolutely and forever. B. If my beloved husband, ROBERT D. WILLIAMS, prede- ceases me, to my Trustee hereinafter named to be held IN TRUST, administered and disposed of as follows: 1. The Trustee shall divide the trust estate into separate shares so as to provide one share for each then living child of mine, and one share for the then descendants, collectively, of each deceased child of mine. The income and principal of each such shares shall be held and disposed of as hereinafter provided. 2. The income from each share so provided for the then living descendants, collectively, of each deceased child of mine shall be accumulated and/or applied to the use of such child or children, until he or she attains the age of twenty- one (21) years, at which time the Trustee shall distribute to such child, his or her pro rata share of the then existing fund. In the event a deceased child of mine shall not be survived by a child or children who attain the age of twenty-one (21) years, the share to which he or she would otherwise be entitled shall be divided into equal separate shares so as to provide one share for each then living child of mine and one share for the then living descendants, collectively, of each deceased child of mine and added to their respective trusts or distributed to them out- right as hereinafter provided. 3. The income from each share so provided for a living child of mine shall be paid in quarter-annual installments, or oftener in the discretion of the Trustee, to such child until complete distribution of such share or until such child' s prior death. In addition to the income, the Trustee shall be fully auth- orized to pay or expend and apply for the benefit of such child, - 2 - such sum or sums of the principal of his or her share as it considers necessary or desirable, in its sole and absolute discretion, taking into consideration all other income available for said purposes to said child from all sources known to the Trustee, for the reasonable medical care, maintenance, support and complete education, including preparatory, college, post- graduate or professional training of such child. When a child of mine attains the age of twenty-five (25) years, the Trustee shall distribute to such child the entire balance of his or her share then held hereunder, discharged of the trust. 4. In the event of the death of a child of mine prior to complete distribution of his or her share, the entire then remaining principal of his or her share, together with any accrued and undistributed income therefrom, shall be held for his or her then living issue, collectively, pursuant to the terms and conditions of subparagraph (2) hereof. If such child shall leave no issue of him or her surviving, the principal of the trust estate as then constituted for his or her benefit shall be distributed to the other children of mine in equal shares to be as to each such other child his or hers absolutely and free of trust if such child shall then be living and shall then have attained the age of twenty-five (25) years, but if any such other child of mine shall not then be living but shall leave issue then surviving, such principal shall be held for said issue, collectively, pursuant to the terms and conditions of subparagraph (2) hereof; and if such other child of mine shall be living and shall not then have at- tained the age of twenty-five (25) years, such principal shall be added to the principal of the trust estate then held for the bene- fit of such child, and administered and distributed as to both principal and income, as a portion thereof; but if no such other - 3 - child of mine shall then be living, and no issue of such other child shall then be living, such principal and income shall be paid to my brother, ORRIN W. CAFFERTY, of Ventnor, New Jersey, or if he is not then living, to his issue per stirpes. If the said ORRIN W. CAFFERTY dies without issue, such principal and income shall be' distributed as follows: one-fourth (1/4) thereof to my beloved brother-in-law, BYRON J. WILLIAMS, or if he is not then living, to his issue per stirpes; one-fourth (1/4) thereof to my beloved sister-in-law, JOANNE OYLER, or if she is not then living, to her issue per stirpes; one-fourth (1/4) thereof to my beloved sister-in-law, JANET SMITH, or if she is not then living, to her issue per stirpes; one-fourth (1/4) thereof to my beloved sister-in-law, DOROTHY BLATT, or if she is not then living, to her issue per stirpes. ITEM IV. The following provisions shall apply to the Trusts created under Item III (B) and to each share or part thereof, un- less inconsistent therewith: A. In case the income or any discretionary payments of principal from the Trust or any share or part thereof becomes payable to a minor, or to a person under legal disability, or to a person not adjudicated incompetent, but who, by reason of ill- ness or mental or physical disability is, in the opinion of the Trustee, unable to administer properly such amounts, then such amounts shall be paid by the Trustee in each of the following ways as it shall deem best: (1) directly to the beneficiary; (2) to the legally appointed guardian of such beneficiary; (3) to some relative or friend for the reasonable medical care, maintenance, support and complete education of such beneficiary; or (4) using such amounts directly for said beneficiary for the aforesaid purposes. - 4 - B. The interest of any beneficiary in principal or income of the trust estate or any share thereof shall not in any way be subject to assignment, alienation, pledge, attach- ment or claims of creditors of such beneficiary and may not otherwise be voluntarily or involuntarily alienated or encumbered by such beneficiary, except as may be otherwise expressly pro- vided herein. C. Notwithstanding any provision hereof to the con- trary, if any trust hereunder created shall violate any appli- cable rule against perpetuities, accumulations or any similar rule or law, the Trustee is hereby directed to terminate such Trust on the date limited by such rule or law and thereupon the property held in Trust shall be distributed to the persons then entitled to share the income therefrom in the proportions which they are then entitled to share such income. ITEM V. All estate, inheritance, legacy, succession or transfer taxes, including any interest and penalties thereon, imposed by any domestic or foreign law with respect to all prop- erty taxable under such laws by reason of my death, whether or not such property passes under this Will, by operation of law, by contract or otherwise, shall be paid from my estate as a part of the expenses of administration thereof without any right of reimbursement from any recipient of any such property, without any right of apportionment and without postponement. ITEM VI. Although my husband and I are executing our Wills at or about the same time, they are not intended to be and shall not be construed as being contractual even though certain pro- visions are reciprocal. Each Will may be revoked by its maker. ITEM VII. In the event that my husband and I die simultane- ously or under such circumstances as to render it difficult or - 5 - impossible to determine who predeceased the other, it shall be conclusively presumed for all purposes of my Will and all of its provisions that my husband predeceased me. ITEM VIII. In addition to powers granted by law, my Executor or Executrix as the case may be, and my Trustee, shall have the following powers exercisable in its sole and absolute discretion with respect to both principal and accumulated income and such power shall continue until distribution is actually made. A. To retain any or all of the assets of my estate, real or personal, without regard to any principle of diversifica- tion, risk or productivity. B 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 they deem proper. C. To invest in all forms of property, without being limited to legal investments. D. To compromise any claim or controversy. ITEM IX. I nominate and appoint my beloved husband, ROBERT D. WILLIAMS, the sole Executor of this Will, but in the event that he predeceases me, fails to qualify or ceases to act, I nominate and appoint CUMBERLAND COUNTY NATIONAL BANK & TRUST COMPANY, having an office at 21st and Market Streets, Camp Hill, Pennsylvania, as the sole Executor of this my Will. I direct that my personal representative, trustee and guardian, as well as their respective successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM X. I nominate and appoint the CUMBERLAND COUNTY NATIONAL BANK & TRUST COMPANY as the sole Trustee of all trusts created by this Will. - 6 - ITEM XI. I nominate and appoint BYRON J. WILLIAMS, of Hampden Township, Cumberland County, Pennsylvania, Guardian of the person of my minor children, should my husband predecease me and I die with the power to make such appointment. I also nominate and appoint the said CUMBERLAND COUNTY NATIONAL BANK & TRUST COMPANY Guardian of the estate of any minor in the event that such an appointment is necessary. IN WITNESS WHEREOF, I have hereunto set my hand this day of��� 23, 1971. Laura C. Williams The preceding instrument, consisting of this and six (6) other typewritten pages, was on the date thereof signed, published and declared by LAURA C. WILLIAMS, the Testatrix named therein, as and for her last Will, in the presence of us who, at her request, in her presence and in the presence of each other, have scribed our names as witnesses hereto. Namey Addre Name �— ddre s - 7 - CODICIL TO LAST WILL AND TESTAMENT OF LAURA C. WILLIAMS I, LAURA C. WILLIAMS, of Upper Allen Township, Cumberland County, Pennsylvania, declare this to be the sole Codicil to my Last Will dated November 23, 1971 . ITEM I. I hereby revoke ITEM IX of my Will and in lieu thereof provide as follows: I nominate and appoint my beloved husband, ROBERT D. WILLIAMS, the sole Executor of thik Will, but in the event that he predeceases m ,�„ rn fails to qualify or ceases to act, I nominat3and w o 0 appoint my daughters, L. ANNE LEHMER and NAN .c� N WILLIAMS, or the survivor of them, as Executrj'914, ' m m of this Will, but in the event that they botd-- co F• ,°D `, predecease me, fail to qualify or cease to ao ;i� -o nominate and appoint CUMBERLAND COUNTY NATIONABC) BANK AND TRUST COMPANY, having an office at and Market Streets, Camp Hill, Pennsylvania, -6 V_ N Cn o J the sole Executor of this my Will. I direct ghat M; my personal representatives, Trustee and Guardian, , as well as their respective successors, shall not be required to give bond for the faithful per- formance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand this cai rOlrl day of Marrh , 1975. Laura U. Williams Signed, published, and declared on the date thereof by the above named LAURA C. WILLIAMS as and for the sole Codicil to her Last Will dated November 23, 1971 , in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. Witnesses: n /� Nai4e. Address T Name Address