HomeMy WebLinkAbout06-22-15 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 /� Q
Name: JAY F. WALTERS
File No: � �— �� LO `�U
a/k/a: JAY FRANK WALTERS (Assigned by Register)
a1k/a:
a/k/a; Social Security No: 188-24-0083
Date of Death: June 7. 2015 Age at death: 84
Decedent was domiciled at death in Cumberland County, Pennsylvania (Srare)with his/her last
principal residence at 102 Wertz Avenue Mechanicsburp 17055 Monroe Township Cumberland
Street address,Post Office and Zip Code City,Township or Borough County
Decedent died at 242 Ridqe Hill Road Mechanicsburq 17050 Silver Sprinq Townshiq Cumberland PA
Street address,Post Office and Zip Code City,Township or Borough County State
Estimate of value of decedent's property at death:
If domiciled in Pennsylvania............................ All personal property $ 1,175,000.00
If not domiciled in Pennsylvania. ....................... Personal property in Pennsylvania $
If not domiciled in Pennsylvania. ..............::::::::: Personal property in County $
Value of rea[estate in Pennsylvania............. ... ......... ...... $ 300,000.00
TOTAL ESTIMATED VALUE. ... $ 1,475.000.00
Real estate in Pennsylvania situated at: 102 Wertz Avenue MeChaniCsburq 17055 Monroe Township Cumberland
(Attach additional sheets,ifnecessary.) Street address,Post Office and Zip Code City,Township or Borough County
0✓ A. Petition for Probate and Grant of Letters Testamentary
Petitioner(s)aver(s)he/she/they is/are the Executor(s)named in the last Will of the Decedent,dated JUne 30, 2010 and Codicil(s)
thereto dated NONE Renunciations have been siqned bv the other two named co-executors, Cvnthia J. Walters and
Marv Lynne Mulliqan in favor of David W Walters
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 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
� B. Petition for Grant of Letters of Administration (If applicable)
c.t.a.,d.b.n.,d.b.n.c.t.a.,pendente lite,durante absentia,durante 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 t�ei�s. �
�--� .:� r;'t
Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds for divorc�iad been esta�"�ished�5�de,f"med
in 23 Pa.C.S.§3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person. � p �_ `:`'� ��
❑NO EXCEPTIONS �EXCEPTIONS x'� � �? � '' ` ?
. r [�.� _.,
Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the following spduse(�f any�21 heits{attdch
additional sheets,if necessary): _ , = �
--,�, �
Name Relationshi Address _ ` � � ���
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Form RW-01 rev. 10/1 U201/ Page 1 of 2
Oath of Personal Representative O�cial Use Only
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COMMONWEALTH OF PENNSYLVANIA } �;" Q 'r' �',_� r,�
C.+ �'�
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COUNTY oF Cumberland } '� - �= � =�s
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Petitioner(s)Printed Name Petitioner(s)Printed Address ° `
David W. Walters 242 Ridge Hill Road, Mechanicsburg, PA 17050 � � _:.� ��
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The Petitioner(s)above-named swear(s)or affirm(s)the statements i th fore ' g Petition are true a�d c�rrect to the best of the knowledge and belief
of Petitioner(s)and that,as Personal Representative(s)of the Dec ent the et'ti ner will w 11 a '�ly,administer the estate according to law.
Sworn to r affi ed,� d subscribed b fare �''� ( e� , ����a Date � 022 z UlS
�
me th' �a o e , Date
By. ' '�(r Date
F the Register Date
BOND Required:Q YES �NO To the Register of Wills:
FEES• Please enter my appearance by my signature below:
Letters . . . . . . . . . . . . . . . . . . . . . . $ 910.00 Attorney Signature:
( 6 ) Short Certificate(s). . . . . . 30.00 �
( 2 )Renunciation(s).. . . . . . . . 10.00 � i
( )Codicil(s). . . . . . . . . . . . . . �
( )Affidavit(s).. . . . . . . . . . .
Bond.. . . . . .. . . . . . . . . . . . . . . . . Printed Name: Howell C. Mette Esquire
Commission. . . . . . . . . . . . . . . . . . Supreme Court
Other Will . . . . . . . . 15.00 ID Number: 07217
Inventory . . . . . . . . 15.00
Inheritance Tax Returr. . . . . . . . 15.00 Firm Name: METTE, EVANS &WOODSIDE
. , , , . . . . Address: 3401 North Front Street
PO Box 5950
. . . , . , Harrisburq, PA 17110-0950
, , , , , , , Phone: (717)232-5000
Automation Fee. . . . . . . . . . . . . . . 5.00 Fax: (717)236-1816
7CS Fee. . . . . . . . . . . . . . . . . . . . . 35.50 Emait: jebrothers(cr�mette.com
TOTAL. . . . . . . . . . . . . . . . . . . . . $ 1,035.50
DECREE OF THE REGISTER
Estate of JAY F. WALTERS File No: ����J J�a 9G�
alk/a: JAY FRANK WALTERS
AND NOW, �,/I7?� � � , 4j� l"7 , in consideration of the foregoing Petition,
satisfactory proof having been presented before me,IT IS DECREED that Letters Testamentarv
are hereby granted to David W.Walters
in tlie above estate and(if applicable)that
the instrument(s)dated June 30, 2010
described in the Petition be admitted to probate and filed of record as the last Will (and C i '1(s))of Decedent.
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ister of Wills j
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Form RW-02 rev. 10/11/2011
i1105.805 REV(9ll U
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��� LOCAL REGISTRAR'S CERTIFICA�'I��'�;D��^��I OF DEATH
WARNING It is illegal to duplicate this copy by phc�t��as.�1lr�{I; ���r photograph.
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Fee for this certificate, $6.00 � �� ��� ,,,����"""��--„ '1 h.r� is to certify that the information here given is
�. �,, ,��"''p�ZH OF pf` � ��i�i� ctly copied from an original Certificate of Death
��,�� ��.1� � �� ,,,a Ny=.-
_.._ v�,� C� ,,, ; �� o�� ���� �lu I� filed with me as Local Rebistrar. The origina]
;� � �z� �.�e�t f��cate will be forwarded to the State V ital
,� �
� � ;*� � ;� �*� F'er,_�,�rds Offiee for permanent filing.
{�!�t�i i r� O� �_��� �y P� �� � CS�`�/�L �
- P 21651882 �u��r�� � ,? ���9T E oF�'~''� �;�r ��•� � y, �`ya
Certification Number ""'���������""'����� o'
L.,o�,: il Re�istrar Date Issued
Type/Vnn[In COMMONWEALiH OF PENNSv�VANIA•OFPAflTMENT OF HEALTH•VITAI RECOPDS
oef"'"`"` CERTIFICATE OF DEATH
Black Ink S[ate file Number:
1.Decetlent's legal Name�Flrs[,Middle,las[,SuHlz� I.Sex 3.Soclal Securlty Number 6.�ate o(Death�Mo/Day/Vr�(Spell Mo�
Jay Frank Walters Male 188-24-0083 June 7 2015
Sa.Age-Izst Blrthday(Yrs) Sb.Under 1 Vear Sc.Under 10a 6.Da[e ot Birth�Mo/DaY/�'ear)(Spell Month� )a.Birthplace�City and Stah or foreign Co�n[ry)
Man[hs Dap Mouri Minu[es � [
84 Febivary 19� 1931 ,y.e�rtno�acelcou��rv1
8a.Residentt�State or foreign Coun[ry) Bb.Nesidence�5[reet�nd Number�Incl�de Apt No.) Bc.DId Decedm[llve In a Townshipi
Penns lvania 102 Wertz Avenue �Y�:,de«de�u���edm MnrLroe �,,,o.
9tl.flesidence�Caunry�
�L'],azJ(1 Be.NeslEence�Zip Cotle) ❑No,deceAent lived wlthln Ilmrts af ciry/baro.
j� 9.Ever in US RrmeE Forces7 1�.M�rital Status at Tlme of Death ❑Merrletl �Widawed 11.SUMving SOouse's Name(If w��fe,give name prlor[o flrst marrlage)
/� ❑Yes �No ❑Unknown DDivorced ❑NeverMarrled ❑Unknown
12.FaNer's Name�flrs[,MiEtlle,Lasl,Suffly) 13.Mother's Name Vrlor[o Fln�Martlage�F'��sC,MldEle,Last)
Frank Wakefield Walters Thresa Halfen
1<a.lnforman['sName 14b.Relatlonshi0to'•cedent 14c,lnforman['SMaIIIngAddress�5treet�ndNumber,Ciry,State,2ipCode�
o pa�j. 242 Rid e Hi11 Road Mechanicsb PA 1705
G _ _ i a.v:.eo oeae ecko�yooe __
z If Dea[h Occurretl in�Hospital: d Inpatlent ill Death Ov�.:�retl Somewhere Other Than�Hospital d Nnsp r.e Faclliry Z]Oecetlen['s Hame
❑EmergencyRoom/Outpatlenl ❑Dea4onArrlv�l ❑Nu�.��;�gHome/tong-TermCareFacllity O�her�Spe<Ih�
� 15b.F�cllity Name(If rwt instl[utlon,glve sheet and n�mber) 115c.Clry or� n,Statt,and Zip Code 15tl.Counry af Death
242 Rid e Hill Road Cumberland
� 16a.MethoE of OlsOesition ❑B�rlal $I Cremation 16b.Dah o"Isposi[lon 1&.Vlace of Disposition(Nxme o(<emetery,crematory,or o[her place�
m ❑0.emoval from State ❑Danatlon
� ❑oone��sa��H� June '.0 201 Hollin er Cremato
2 16d,luca[ion of Dlspasitbn�Ciry or Town,State,and Zip) 1]a.Slgnah�^ �;rd15 ce Ucensee or V¢rsan In CharRe o/Inten�enf llb,Lirense Number
E Mt. Holly Springs, PA 17065 L. FD-138630
ESIc.Name antl[omplete Adtlress ot Funeral Fadliry
8 Mal zzi FVneral Home k
18.Oettdent's ECucaHan-Check[he Eox Ma[Lest tlescribes the 19.OeceEent ol Hlspanlc Origin-Check the 30.Decedent's Race�_heck ONE OR MOflE races to inGicate w�at
° highest Eegree or level o/schaol completeE a[t�e tlme of Eeat�. Eav t�at best tlescribes w�et�er tM1e decetlent [he�ecetlent consitleretl hlmself or herseH[o Ee.
❑BthBratleorless IsSpanlzh/Hisp�nlc/Latlno.Checkthe"No" w�lte ❑Korean
❑No Ciploma,9[h-33tM1 grade bor if deceEen��is nol5panish/HisOanic/latino. �Black or Alrican�niE�rlcan ❑Vietnamese
❑High school gratluate or GED completetl W No,not SpanisM1/Hlspanic/l�tino ❑4merican Indlan or Alaska NaWe ❑OMerAslan
❑Some college creCl�,pu�no tlegree ❑Ves,Mevlc:n,Mexican Amerlcan,Chlcano ❑Asian Indlan ❑Na�Ne Hawallan
❑Associate tlegree�e.g.RA,A5� ❑Yes,Vuertc�:ican ❑Ch�inese ❑Guamanlan or Chamarro
❑Bachelor's degree�e.g.BF,RB,B5� ❑Yes,Cuban ❑FIIIOino ❑Samoa
❑Mailer's tlegree(e.g.MA,M5,MEny MEtl,MSW,MBR� ❑Yes,otM1er Spanlsh/Hlspanic/latlna ❑lapanese ❑OfM1er Paciflc Islander
?Q Oottoratt�e g.PhD,EdD)ar Prafesslonal degree �Spe<iry�_ ❑Othe�ISpe<Ily)_._,._.,
..MD OOS DVM,LLB 1D
31.DecedenYs SlnBle Ratt Self-DesiB�atlon-Check ONtY ONE ro InElca�e what[�e decedent consldered�ImseH or�erself[o be. 23a.Dec�eeen['s Usual Occupatlon-intlicate ryCe ol work
�W�I[e ❑lapanese ❑Samoan dnneduringmostofworkingllle.DONOTUSEREiINED.
❑BlackorAfricanAmerican ❑Norean ❑OtherV�clFl�ISIanEer pastor
❑AmericanlndianorAlaskaNative �Vle[namese ❑Oon'tMnow/No[Sure
� ❑Fslan Indian ❑ONer Asian ❑Refused 22b.Klnd cl Business/Indus[ry
❑Chinese ❑NitivPHawdllin ❑O[he.�50P<�ity�
� ❑m�vma ❑c�am,��a�o,cnamo,,, Presbyterian Church
ITEM513a-15M1I5T8ECOMPLETED 13a.�attVronouncedDead�Mo/Day/Vr� ]36.5'gna�PronouncinlUeaihlOnlVwhenaPVlicab�e) 23<.licenseNumber
BYFERSONWHOVRONOUNCESOR �y �/._ � ��� n,/c����/
CERTIFIES OEATH � /V�L J
13d.Da[e Slgnetl(Mo/Oay/Vr� 14.Time of Oea �/�
7 � � ,J[i 75 WasMeAlcalExaminerorCoronerContacted7 ❑ Ves
CAUSE OF DEATH � npo,o,im,oe
16.Partl.Enlerlhechainafevents--dlseases,injuries,orcomplica[ions-thatdirectlY�aused[hetleath.DONOTenterterm�inaleventssuehascardlacarrest, � Interval:
respira[ory arres[,or�enhicular flb�lllatla/n�wJitho�ut showi(ng�the e'1tiabgy.00 NOT AB8 EVIAiE.Enler only one cauze on a line.Add aCAitional lines I!necessary. I Onse[ta Dea[h
n(.Ml�l�i?.^1 KN�'P � �'YI�''� �
IMMEDIATEUUSE ---��-����-��� a. � j��""'�1�
�flnalaluazeorconeltion ueta��� �sawnsea�e ceol): �
resultlng In Oeat�� �
e. �e,rk-d'�qr'..0 1��Q ----- � 7Sy,Z�
seauenuatN��s�conercims, o�e w�o�.s a wnseqae�ce or1: i
II any,leatling w the cause
Ilshtlonllnea.Fnrerlhe
UNDEPLYING CAUSE Oue ro(or as a consepuence of)�
(disease or in�ury Mat
= InIHareENeerentsresulting E. ___.__
in aeam�usr. oue w 1��+:a consea�mce op:
� 1fi.Yartll.Enttro[�ers¢nlfkantcontliHonsconfributinztodea[hbutnotresultingintheunEertyingcausegNeninPartl, 3).Wasanautapsyper/ormedi
- ❑Yes No
i ]8.were auropsy flntlings avallable
ro comoieee me caose ot aeamt
❑Ves No
Y 29.If Female: 30.Oitl Tobacco Use Contribute ca DeaMl 3l ne�of Deat�
E ❑Notpregnan�wlthinpastyear ❑Yes ❑Frobably �Natural ❑Homicitle
.^ ❑Vregnantattlmeo/Aeath �YTJo ❑Unknown ❑Acr.lcent ❑Pendinglnvestigation
U� �Not Oregnant,but pregnant withln a2 days el Eeath ❑SulciAr �Coultl not be de[ermined
❑Not pregnant,but pregnant<3 tlays to 1 year before dea[h 31.D.,e ol In�ury�Mo/Day/Yr�(SOell Month�
❑Unkiwwn if pregnant within the past year 33.Time of Injury
� 3d.Flare of Inlury�e.g.home;constrvctlon slte;larm;school� 35.location ot Injury(5[reet and Numper,C�iry,Couri�Y,State,Zip Code)
36.Injury at WOM1 3).11 Transportatbn In�ury,Speclry�. 39.Descri�e How Injury Occurred:
❑v ❑Drive�/Operaror ❑Pedestrian
❑No ❑Pasienger ❑0[her�50ecify) _
3 rtifier-ohysiclan,certlflednursepractitioner,medlcalevaminer/coraner�CFeckonlYone�'.
�CertiMing onlY�To the best of my knowledge,de�th occurretl tlue ta ihe cause�s�and manner staled.
�Vronauncing&Certitying�Ta Ne best of mY knowledge,deaM occurreE at[he[ime,date,and place,anA Eue[o t�e cause�s�and mann��r staletl.
❑MeEical Examiner/Co �O�n Ih�bas/iy6/► � [ion and/or Investiga[lon.In my opinion,dea[h occurreE at Me time,dah,and placr�,antl due to Me cause(s�and ma erC�ted.
siqnamreatcemner: o^�/✓ V !Q-� ��ueorameer. l7 -'FY u�:enseNumte�:�S G�Z��1^�O
39b.Nam<,Atltlress and 2ip C d f Por on[omoleHng[ause oi oeath�Ittm 16� 39c.Oate Si ned� /�ay/vr) •
�� i�cher= � 'LaID M�tJK4-F S'}Y12�Cc1•m Fh1�,��i��i o�; o i �
~ 40.X<gistra'DlsMct Number 61 Re isha's Ignature <2.Neglstrar Flle�aSe(Mo/Oay r�
� �I ' �1� �� �.. 6I`i i5
� 43.Amendmenh
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H105-343
o�:Po:rzio�rermn r�a. 1164499 REV 0]/3013
REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
oF cu�y
�,�� r9� �� e�`�` No. 2015- 00696 PA No. 2�- 15- 0696
� Estate Of: JAYF WALTERS
O � �� lFirst,Middle,Last)
V � a/k/a: JAY FRANK WALTERS
�� La te Of: MONROE TOWNSH/P
M � a CUMBERLAND COUNTY
-�v Deceased
Y750 Soci al Securi ty No: 188-24-0083
WHEREAS, on the 22nd day of June 2015 an instrument dated
June 30th 2010 was admitted to probate as the last will of
JA Y F WAL TERS
(FirsG Middle,LasU
a/k/a JAY FRANK WALTERS
late of MONROE TOWNSH/P, CUMBERLAND County,
who died on the 7th day of June 2015 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, LISA M. GRA YSON, ESQ. , Regi s ter of Wi 11 s in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, here.hy
certify that I have this day granted Letters TESTAMENTARY to:
. DA VlD W WAL TERS
who has duly qualified as EXECUTOR(R/X)
and has agreed to administer the estate accordincr to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 22nd day of June 2015.
/ f n �.,�f� ,-�..>
(\ . Register of Wil
�J y%� �� / . � � ��_' ''^'" �.
/y�,
! Deputy
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
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JAY F. WALTERS ::`' ' .a- '-. <-
. � _
I, JAY F. WALTERS, of Monroe Township, C�amberland County,
Pennsylvania, do make, publish and declare this to be my Last Will and Testament,
hereby revoking all Wills and Codicils by me at any time made.
ITEM I: I direct that all inheritance and estate
taxes becoming due by reason of my death, whether payable by my estate or by any
recipient of any property, shall be paid by the Executor out of the residue of my
estate, as an expense and cost of administration of my estate. The Executor shall
have no duty or obligation to obtain reimbursement for any such tax so paid, even
though on proceeds of insurance or other property not passing under this Will.
ITEM II: I direct the Executor to pay the expenses
of my last illness and funeral expenses from the residue of my estate as an expense
and cost of administration of my estate.
ITEM III: I give and bequ�at�� the sum af TEN
THOUSAND ($10,000) DOLLARS to THE MECHANICSBURG PRESBYTERIAN
CHUR,CH.
ITEM N: If I predecease my wife, ELIZABETH S.
WALTERS, I give and bequeath to her absolutely and in fee sirnple all of my
household furniture and furnishings, books, pictures,jewelry, silverware,
automobiles, wearing apparel and all other articles of household or personal use or
adornment and all policies of insurance thereon. If I do not predecease my said wife,
Page 1 �;�'r�
..:.,..:r,irr_�n-nra����� �
I make said bequest to my children living at the time of my death, to be divided
among them as they shall agree. Should there be no agreement, such property shall
be divided among them by the Executor in as nearly equal portions as is deemed
practical in the sole discretion of the Executor, having due regard to the personal
preferences of such children.
ITEM V: I give, devise and bequeath all the rest,
residue and remainder of my estate, not disposed of in the preceding portions of this
Will, to my son, DAVID W. WALTERS, and my daughters, CYNTHIA J. WALTERS
and M�RY LYNNE MULLIGAN, as Trustees (hereinafter collectively referred to as
"Trustee"), IN TRUST NEVERTHELESS, for the following uses and purposes:
(a) The Trustee shall pay the net income arising from the
principal of this Trust in quarterly installments to my wife,
ELIZABETH S. WALTERS, during her lifetime.
(b) During the lifetime of my said wife, the Trustee shall pay
to or for the benefit of my said wife so much of the principal of this
Trust as may be necessary, in the sole discretion of the `Prustee for the
proper support, maintenance and medical care of my said wife.
��) Upon the death of my wife or if said wife should predecease
me, then upon my death, the Trustee shall divide the principal and any
accretions thereto and any accumulations of income into as many equal
parts as there are then living children of mine and then deceased
children of mine represented by then living issue. The Trustee shall pay
one such share to each of my then living children, and one such share
shall be held as a separate Trust for the benefit of the issue of each such
then deceased child of mine, per stirpes.
Page 2 .:.�.�,;
(d) In each Trust established for the benefit of the issue of a
deceased child of mine, the Trustee shall quarterly pay the net income
to or for the benefit of the issue of such deceased child, per stirpes,
living at each time of quarterly distribution; as soon as any one of said
issue attains the age of twenty-one (21) years, and in no event later than
twenty (20) years following the death of the survivor of my wife and
myself, the Trustee shall pay over all of the then assets in the Trust to
the then living issue of my deceased child, per stirpes.
(e) If at any time before final distribution of the assets of any
of the Trusts established for my children or issue of deceased children
there are no living beneficiaries of said Trust, the Trust shall terminate
and its assets shall be added to the other then existent Trusts created
herein for the benefit of my children or their issue. Provided, that if any
of said Trusts herein created have previously been terminated by
payment of its principal to its beneficiaries, said beneficiaries who
received payment of the principal of that Trust shall collectively be
considered an "existent Trust" for the purpose of this paragraph, and
one equal share shall be paid directly to such beneficiaries in the same
proportion by which they received the principal of the Trust, or, if
deceased, to their issue, per stirpes.
(f� The Executor shall be authorized in the Executor's sole,
exclusive and unrestricted discretion to determine whether to elect to
qualify all, none or a fraction of this Trust for any Feder al estate tax
marital deduction (under Section 2056(b)(7) of the Internal Revenue
Code of 1986 as amended, or any corresponding provision of the Federal
estate law) and to divide this Trust into separate Trusts to reflect such
election. The decision of the Executor with respect to the exercise of the
Page 3 4�_
.w.,.�,�ii..�.,,n,.r��m._ �
election shall be final and conclusive upon all persons whose interests
in my estate are directly or indirectly affected by the election. Only
property which is fully eligible for the marital deduction under Federal
estate tax law shall be assigned to such Trust. Notwithstanding
anything to the contrary contained in this Will, the Trustee of such
Trust shall not retain beyond a reasonable time any property which may
at any time be or become unproductive, nor sha11 the Trustee invest in
unproductive property. The Trustee shall pay to the Executor of my
wife's estate, out of the principal of such Trust as to which such election
has been made (the "Marital Trust") upon the death of my wife, an
amount equal to the estate, inheritance, transfer, succession and other
death taxes ("death taxes"), Federal, state and other, payable by reason
of the inclusion of the value of the Marital Trust property in my wife's
estate. Such payment shall be equal to the amount by which (1) the
total of such death taxes paid by my wife's estate exceeds (2) the total of
such death t�es which would have been payable if the value of the
Marital Trust property had not been included in her estate. The
determination by my wife's Executor of the amount payable hereunder
shall be final. I direct the Trustee to pay such amount promptly upon
written request of my wife's Executor. The final determination of the
amount due hereunder shall be based upon the value as finally
determined for Federal estate tax purposes in my wife's estate. After
payment of the amount finally determined to be due hereunder, the
Trustee shall be discharged from any further liability with respect to
such payment. My wife may waive her estate's right to payment under
this subparagraph by Will, executed after my death, in which she
specifically refers to the right to payment hereunder given to her estate.
Page 4 ��
..,�,��,, �� ,�e�,_ ,
ITEM VI: No part of the income or principal of the
property held under any Trust created by this Will shall be subject to attachment,
levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy
of any beneficiary prior to his or her actual receipt thereof. The Trustee shall pay
over the net income and the principal to the parties herein designated, as their
interests may appear, without regard to any attempted anticipation, pledging or
assignment by any beneficiary under a Trust, and without regard to any claim
thereto or attempted levy, attachment, seizure or other process against said
beneficiary.
ITEM VII: In the settlement of my estate and during
the continuance of the foregoing Trusts, the Executor and the Trustee shall possess,
among others, the following powers:
(a) To retain any investments I may have at my death,
including specifically those consisting of stock of any bank even if I have
named such bank as the Executor or Trustee herein, so long as the
Executor or Trustee may deem it advisable to my estate so to do.
(b) To vary investments, when deemed desirable by the
Executor or Trustee, and to invest in such bonds, stocks, notes, real
estate mortgages or other securities or in such other property, real or
personal, as they shall deem wise, without being restricted to so-called
"legal investments," and without being limited by any statute or rule of
law regarding investments by fiduciaries.
(c) In order to effect a division of the principal of a Trust or
for any other purpose, including any final distribution of a Trust, the
Trustee is authorized to make said divisions or distributions of the
personalty and realty, partly or wholly in kind, and to allocate specific
Page 5 �. � ��
n ,���,�,�,���,�._ ,
assets among beneficiaries and Trusts created hereunder so long as the
total market value of any share is not affected by such division. Should
it appear desirable to partition any real estate, the Executor or Trustee
is authorized to make,join in and consummate partitions of lands,
voluntarily or involuntarily, including giving of mutual deeds,
recognizances or other obligations, with as wide powers as an individual
owner in fee simple.
(d) To sell either at public or private sale and upon such terms
and conditions as the Executor or Trustee may deem advantageous to
the estate or Trust, any or all real or personal estate or interest therein
owned by the estate or Trust severally or in conjunction with other
persons or acquired after my death by the Executor or Trustee, and to
consummate said sale or sales by sufficient deeds or other instruments
to the purchaser or purchasers, conveying a fee simple title, free and
clear of all trust and without obligation or liability of the purchaser or
purchasers to see to the application of the purchase money or to make
inquiry into the validity of said sale or sales; also, to mal�e, execute,
acknowledge and deliver any and all deeds, assignments, options or
other writings which may be necessary or desirable in carrying out any
of the powers conferred upon the Executor or Trustee in this paragraph
or elsewhere in my Will.
(e) To mortgage real estate, and to make leases of real estate.
(f� To borrow money from any party, including the Executor
or Trustee, to pay indebtedness of mine or of my estate, expenses of
administration or inheritance, legacy, estate and other taxes, and to
Page 6
�
assign and pledge assets of my estate therefor. Provided, however, that
this paragraph shall not authorize borrowing from the Marital Trust.
(g) To pay all costs, taxes, expenses and charges in connection
with the administration of my estate or a Trust. If estate or inheritance
taxes are payable from assets received by the Trustee, such taxes shall
be paid from the assets constituting the Non-Marital Trust.
(h) To vote any shares of stock which form a part of the estate
or Trust, and to otherwise exercise all the powers incident to the
ownership of such stock.
(i) In the discretion of the Executor or Trustee, to unite with
other owners of similar property in carrying out any plans for the
reorganization of any corporation or company whose securities form a
part of the estate.
(j) To do all other acts in their judgment deemed necessary or
desirable for the proper and advantageous management, investment and
distribution of the estate or Trust.
(k) In the event of a dispute between my Trustees with respect
to the exercise of any power granted my Trustees under this Item, the
decision of my individual Trustee shall control (except to the extent
otherwise specifically provided in this Will).
(1) To disclaim any interest in property which would devolve
to me or my estate by whatever means, including but not limited to the
following means: as beneficiary under a will, as an appointee under the
exercise of a power of appointment, as a person entitled to take by
Page 7 .� �
i IIII II ■I■ 1
intestacy, as a donee of an inter vivos transfer, and as a donee under a
third-party beneficiary contract.
ITEM VIII: Whenever and as often as any beneficiary
hereunder, to whom payments of income or principal are herein directed to be made,
shall be under legal disability, or in the sole judgment of the Trustee, shall otherwise
be unable to apply such payments to his own or her own best interests and
advantages, the Trustee may make all or any portion of such payments in any one or
more of the following ways:
(a) Directly to such beneficiary;
(b) To the Legal Guardian or Conservator of such beneficiary;
(c) To a relative of such beneficiary, to be expended by such
relative for the benefit of such beneficiary; or
(d) By itself expending same for the benefit of said beneficiary.
ITEM IX: Any person, other than my wife, who shall
have died within thirty (30) days of my death, shall be deemed to have predeceased
me. If my wife and I die simultaneously, or under such circumstances that the order
of our deaths cannot be established by proof, my wife shall be deemed to have
survived me. Any person (other than myself� who shall have died at the same time as
any then recipient of income or in a common disaster with such beneficiary, or under
such circumstances that it is difficult or impossible to determine who died first, shall
be deemed to have predeceased such beneficiary.
Page 8 �.• , .
��
o u i ■i■ �
ITEM X: I hereby nominate, constitute and appoint
my son, DAVID W. WALTERS, and my daughters, CYNTHIA J. WALTERS and
MARY LYNNE MULLIGAN, to be the Executors, herein collectively referred to as
"Executor." The Executor and Trustee are specifically relieved from the duty or
obligation of filing any bond or other security.
IN WITNESS WHEREOF, I have set my hand and seal to this, my Last
Will and Testament, consisting of this and the preceding eight (8) pages, at the end of
each page of which I have�lso set my in 'als for greater security and better
identification this_���..1�day of , 2010.
��,�. ti�,u��,��; (SEAL)
JA� . WALTERS
We, the undersigned, hereby certify that the foregoing Will was 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 and in his presence and in
the presence of each other, have hereunto set our hands and seals the day and year
first above written, and we certify that at the time of the execution thereof, the said
Testator was of sound and disposing mind and memory.
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OATH OF SUBSCRIBING WITNESS(ES) :.,, �,�, � �:;ry �1:�
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REGISTER OF WILLS �
CUMBERLAND COUNTY, PENNSYLVANIA =-�-3 �'
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Estate of JAY F.WALTERS ,Deceased
DAVID W. WALTERS (each)a subscribing witness to
(Print Name/s)
the �Will ❑Codicil(s)presented herewith, (each)being duly qualified according to law, depose(s)and
say(s)that she/he/they was/were present and saw the above Testator/Testatrix sign the same
and that she/he/they signed the same and that she/he/they signed as a wimess at the request of
the Testator/Testatrix in er / his presence and in the presence of each other.
,y ��l/<
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(Signature) (Signature)
242 Rid�e Hill Road -
(Street Address) (Street Address)
Mechanicsbur� PA 17050
(Crry,State,Zip) (Crty,State,ZiP)
Executed in Register's OJfice Executed out of Register's Office
Sworn to ar affirmed and subscribed Sworn to or affirmed and subscribed
before me this ' nd day before me this day
of��l.� 1) 0 � -
e. ,��. of ,
l f
_ e " or Register of Wil s Notary Public
My Commission Eapires:
(Signature and Seal ofNotary or other official qualified to
L.� administer oaths. Show date of expiration of Notary's Commission.)
NOTE: To be taken by Officer authorized to administer oaths. Please have present the original copy of instrument(s)at time of notarization.
832517v1
Form RW-03 rev.10.13.06
k��n am:�rrnri�.n.Rsi�. ,
OATH OF SUBSCRIBING WITNESS(ES)
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REGISTER OF WILLS =� cL r:'"� c-,
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CUMBERLAND COUNTY,PENNSYLVANIA `"? _-� -�= --�=�
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Estate of JAY F. WALTERS , Deceas� -- r�,
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....c -n
HOWELL C.METTE (each)a subscribing witness to
(Print Name/s)
the �Will ❑Codicil(s)presented herewith, (each)being duly qualified according to law, depose(s)and
say(s)that she/he/they was/were present and saw the above Testator/Testatrix sign the same
and that she/he/they signed the same and that she/he/they signed as a witness at the request of
the Testator/Testatrix in her / his presence and in the presence of eaclt other.
(Signat eJ (Signature)
205 North 26th Street
(Street Address) (Streed Address)
Camp Hill PA 170ll
(City,State,Zip) (Ciry,State,ZipJ
Executed in Register's Office Executed out of Register's Office
Sworn to or affirmed and subscribed Sworn to or affirmed and subscribed
before me this � ��r� day before me this day
of , / (��e ,��� f of _ ,
�
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� , ��C%�/`�.
D uty f r Register of Wills Notary Public
, My Commission Eapires:
(Signature and Seal of Notary or other official qualified to
administer oaths. Show date of expiration ofNotary's Commission.)
NOTE: To be taken by Officer authorized to administer oaths. Please have present the original copy of instrument(s)at time of notarization.
832527v1
Form RW-03 rev. 10.13.06
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RENUNCIATION
;,
REGISTER OF WILLS `�_-� �'
c� �, =� F�
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CUMBERLAND COUNTY,PENNSYLVANIA _w �', r_- � r:;
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Estate of JAY F. WALTERS , Deceased ��>> - `'"
.; <:�:�
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u�
I, MARY LYNNE MULLIGAN , in my capacity/relationship as
(Print Name)
Daughter of the above Decedent, hereby renounce the right to
administer the Estate of the Decedent and respectfully request that Letters be issued to
David W. Walters
_ -J �'' f/ ��L1.������(�C
� `" �02 5
(Date) (Signature) ' w�,.
503 Stonebrid�e Drive
(Street Address)
Lebanon PA 17042
(City,State Zip)
Executed in Register's Office Executed out of Register's Office
Sworn to or affirmed and subscribed Before the undersigned personally appeared the
before me this day party executing this renunciation and certified
of , that he or she executed the renunciation for the
purposes stated within on this /�- � day
of ./�c�;��.�._ , �-o/.S' )
�
i✓! L�<su���;n Cc�,���.r;.�� �t�1 n..r y/�'li-r�i n-,
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NOt PubI1C COMMONWEALTH OP PENNSYLVANU
Deputy for Register of Wills NotanaR s�eai
My Commission Expires: )oan E, erothers, Notary Public
Susquehanna Tnp., Dau I� Coun
(Signature and Seal of Notary or other o iplQ�pd'r�iji{itftt Eacpires Feb. 12, 2018
administer oaths. Show date of expiration� �;�,,,�ybr,��
832509v1
Form RW-06 rev. 10.13.06
RENUNCIATION
REGISTER OF WILLS
CUMBERLAND COUNTY,PENNSYLVANIA
G��. ��_ � q� � =a
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Estate of JAY F. WALTERS ,Dcceased r`� �
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,
.,
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� �. = ,._�
I, CYNTHIA J. WALTERS , in my capacity/relationship as � '��
(Print Name) ' - �
Daughter of the above Decedent, hereby renou�ce the right� �1
administer the Estate of the Decedent and respectfully request that Letters be issued to
David W. Walters
� �,, 'j,�°,V C�.�CJ��
�� ( la )� ��
(Date) ^T�� (Sign ture) J
102 Wertz Avenlie
(Street Address)
Mechanicsbur�,PA 17055
(Ciry,State Zip)
Executed in Register's Office Executed out of Register's O.ffce
Sworn to or afftrmed and subscribed Before the undersignecl personally appeared the
before me this day party executing this renunciation and certified
of , that he or she executed the renunciation for the
purposes stated within on this ���� day
of �l�;u�,Q. , �o i 5 �
r h ����i�n roi��,���t�-1. �J��•,nJ,st/✓ai,1 c� ,
,�, �r ;�.
Deputy for Register of Wills Not Public COMMOHWEALTH OF PENNSYLVANIA
My Commission Expires: Nocanai seai
Joan E. Brothers, Notary Publlc
St� u n Twp., Dauphln County
(Signature and Seal of Notary or other o � � ifu Feb, 12, 2018
administer oaths. Show date of expirati �, , �;',,,y,Ky,�y��
832520v1
Form RW-06 rev. 10.13.06