HomeMy WebLinkAbout05-27-15 PETITION FOR GRANT OF LETTERS
REGISTER OF W[LLS OF If M AF/11�P-i✓�J COUNTY,PENNSYLVANIA
Peti[ioner(s) nemed below, who is/aro 18 ycars of age o� oldec, apply(ies) for Lettera as specified bclow, and in
support thucof avel(s)the following and respocefvlly request(s)thc grnnl of Letters in lhe appropriete form:
DecedenPe Infarmation
Name: r.G{,�rr/ �I'nulri FileNo: z�-�S- �
y/k/y; (Assigned by Register)
a/k/a:
�/y. Social Security No:
Date of Death: �g 18 20 ' Age at death: ^f0 �
Decedenl was domic�ed at death in C � County,�+Q'n�i st�� S�a�eJ with hisFher lasl
principal residence at �� �� 1)/''v A iYl L�SbHN 4AK �A�',,,� T�:�. ✓�iP � P.A
sn:.�.an.n.,�zipcoae C)Iry,To��:n+v Borough /+ Aco��ry
Decedcntdiedat �� �SbhT++ Dr've MB(�j1A�YS L4�7N!'q epWp���y tt0�7 (..�qp�� P�
sineteaaress,eorz ee.nazipcaae ciry,T v�hiporBorougM1 Counry Sme
Fs�imah of value of decedenfs pmperty a�aca�h:
//domici(edin PenruyWanio....._..................... All persoval propercy 5 .ZS.00O.aO
/finedomicileQinPmuy/vania. ....................... PerannalpmpertyinPennsylvania S
/fnotdomiailed in Pmuylvania. .......... .. ....__... Personal pro0erry in County E
Value ofrmi mmte in Pennrylvania........... .............................................. 5
L TOTALESTIMATEDVALUE. ... E ^�t/lG—U'�
Rrsl estem in Pe��Ylvenia siwateA m: ��/!
(AimcM1a60�tlona(sAeeq fneassary) S�reeleddrui,Pos�OfOce�nJZipCode CIty,TowmhlporBorouRh Counry
� A. Petition for Probate and Gran[of Letters Testamentary
eu�a���t�la�erts>ne.wwa0i�.ar�meex�:�mde>��m��meiarw�uarmeDe�w��.aaua lhArohG� /996 a�-�a�;+(s7—
m�o aa�a
sut<.:�e..neotrr.�m.un<e.r�s.rsnu�amno�,eeom J�n'�ro..em)
Except as follows: aflenM1e enecmiun uf�M1e inswmem(s)oRered f rprobam Decedemdid no�merty,wu mt divoreed,wxs not a panym a peeMing
dfwme O�ccdiug wherein Ihe gmunds fa�divorce had been esteblished as dcfined fn 23 Pa.QS §3323(�,and dld m�heve a child bom or
adop�ed;and�ccedent was neitM1er'he victim o(a killing mr cver adjudiw�ed av incapaciteted person.
�NO EXCEPTIONS ❑ EXCEPTIONS
❑ B. Peti[ion for Grant of Letters of Administration Qfapplicable/
e[a.,d.b.n..d b.n.e ea..Pendenre lire.duranre ubsmtia.durnnre mimsimie
If Administralion,c.l.¢ or d.b.n.aaa.,enter date of WIII in Section A above and comv�ele list of heirs.
except as follows: Decedent waz not a parry m a pending diwrce procecding wherein�M1e gmunds for divmtt had becn established as delmed
in 23 Pa.GS.§J323(g)end wes neither iFe viciim of a kiliing nnr ever adjudica[ed an incapaciuud person.
❑ NOEXCEPTIONS ❑ EXCEPTIONS
Petitioner(s),ePaeproperseamhM1es/haveeacenalned�M1ecDeeMentlettno Wille��dwassurvivedby�he Wllowingspoom�teny)en4he is(a�mch
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Oa[h of Personal Represen[ative omani u,eo�iy
COMMONWF.ALTFl OFPENNSYLVANIA )
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couNrvoF Cumf�E2�A�.� 1
Petitiom�(e)Privred Nome Peti[ioner(s7 PrinteA Address
7E� pP QrouM /mG�2 f�/ r A Ni// �o/wavbid /I11J �/��f
The Pufdoner(s)ebovanamed swear(s)ov afFrm(s)the etetemente in Ihe fomgoing Pa[ition� ¢and cortect�o thebeat ofthe knowledge end belief
of Petitioner(s)end�hat,es Pereonal Repruwutivc(s)of the Deccd ,�h etl[ion�er'�r�/ Il 11 and wly edmi�is�ev the estem acoordfog�o law.
Swom lo or affirmed and subscdbed before �.�%// _! � Da�e s72s//S'
met ' �day .�¢(� .f � ua�e 57sn/i5�
By:
� � Dare
Fw me aeg�mei Dete
BO.�'DReqvired: O YF:S U NO TotheRegie�tero/Wills:
FEES: Please enter my apPeo�ance by my sfgnamre bNow:
Lecters. . . ... . .. . . .. . . .. .. . . . S A�mmeYSignamre:
( ) ShonCertifcete(s). . . . ..
( )Reoanciatio�(s).. . . . . . . . � � � ' ��
( )Codicil(s). . . . . . .-_ . . .
( )Affdavit(s).. . . . .. .. . . .
aa�a... . .. . . . . ._ .. . . . . . . .. . e.����a name: �Z4r/es E• ,S�i�t� r T,.
camm;=s,�� . . . . . _.. . . . . . . s�v.emeca�.� i&5/3
Other . . . . . . . . IDNumber:
Firm Name:
Address: OUS2Y
. .. . .. . . �Y/d71.161/('<{iin r�o
/705
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,_, _ _ Phone:
717-7/eG Tlze9
AWomationFee. . . . . . . Fax: �7' 4 — 3
105 Fee. . . .. . . . . . .. . . . . . . . . . EmaiC .
fOTAL. . . . . ... . . . . .. . . . . . . . S
DECREE OF THE REGISTER
Estateof C/,'�vrd � �iroum e���rvo: .�/-/5=f'-5��`i
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AND NOW, 7PJ I ��M�. I I� lL<<k , �� [ �r , in wnsidera[ion of[he foregoing Pe[i[ioq
sa[isfaclory proof having been resen[ed b re me,IT IS DECREED that Lct[crs T. ia�d,(�//
are hereby granted to ���� P �Iar✓✓�
i�_ .-1 in the above csta[e and(if eppficablc)thal
the nucnent( )d tcd � /Ytst (.�191/n
dcscri�ie the'�etitiou be admitted to prohate and filed of c �rd as the la�sl Will d Codic�l(s))of Dewdenl.
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LAST WIl.L A�TESTAMENT OF CLIFFORD R BROWN
I, CLIF'FORD R. BROWN,of the Borough of Mechanicsburg, Climberland
County,Pennsylvania,declare this to be my last Will, hereby revoking all prior wills and codicils.
FII2 T: The expenses of my last Illness and funeral shall be paid from my
estate.
SECOND: I hereby 8ve and bequeath, absolutely and in fee simple,to my
spouse>LOUISE B. BROWN, all my household furniture and furnishings,books, pictures,
jewelry, silverware, automobiles,wearing apparel and all orher articles of household or personal
use or adomment,provided that if my spouse dies before the thirdeth (301h)day following the day
of my death,this gifr shall]apse or be divested and I make said bequest to my son,TERRY R.
BROWN,and my daugh[er SUE A. PETRY,or,in the event either or both of[hem predecease
me, the'u issue,per stirpes,living at the ame of my death, ro be divided among them as they shall
agree. If they cannot agree for any reason,then these items shall be sold at public aucdon,my
issue being peanitted to bid upon such items without spec�c permission of the court even though
they might be a fiduciary az the dme.
My F�cecuror shall represent any minor child in any division of such property and
shall deliver to the person standing in the place of a parent to such minor, without bond, such
portion of the minor's shaze as my Executor,aher considering the minor's wishes, deems
appropriate and shall sell the balance and pay the proceeds to my Tmstees to be retained for the
roinor under Item SEVENTH hereof.
�: Should I so desue,I will make a series of
spec�c bequests to specific individuals on a plain piece of paper to be signed and dated by me and
ro be inserted with this,my Last Will and Testaznent
FOLIRTH; The gift to my spouse in this Item is intended
to give my estate the marital deducdon effective under the In[emal Revenue Code w reduce Federal
estate taac. Any provisions in this Will which conflict with or fail of this intenaon shall be so
�-�i��
reconciled or amplified as to accomplish this objective.
If my spouse,LOUISE B. BROWN, survives me, I direct that my Trustees,
hereinafter named,hold IN TRUST,an amount free of all taxes equal to the maximum mazital
deducdon allowable to my estate for Federal estue tax purposes,reduced by an amount,if any,
needed to inclease my taxable es[ate to the lazgest amount that after allowing for the unified credit
and any other credits available to my estate, will result in no Federnl estate ta�c,and pay the net
income therefrom not less frequendy than quarterly to my spouse for life. My spouse shall have
power ro appoint all or any part or pazts of the principal of this Trust to herself or a class composed
of[he issue of myself and my spouse. This power shall be exercised by her alone and in all events
by specific refeience thereto in her Will,or by delivery at any time or rimes duri�g her liferime of a
written direcuon to my Trustees who shall thereupon make payment as she directs.
My Tmstee shall pay to her personal representatives frum any unappointed principal
the difference between all taxes,interest and penalties which they must pay by reason of ha death
and those which would be payable by them if such unappointed principal were not taxable in her
estate and shall add the balance of such unappointed principal to my residuary Trust.
�: I give and devise the residue of my estate,real and personal,
to my Trustee hereinafrer named, IN TRUST,as follows:
(a) The net income therefrom shall be paid oo my spouse,LOUISE B. BROWN,
for life.
(b) My spouse shall have the power to appoint to heiself up to the greater
amount of five percent(5%)or$5,000 annually from the principal of the residuary trust under this
Item. This power of appoin[men[shall be nonwmuladve and may be exercised during my
spouse's lifeume only by her giving the Trustee written direcuon other[han by ha Will.
(c) Upon the death of my spouse,or in[he event my spouse predeceases
me, my estace shall be disaibuted as follows:
(i) All the rest,residue and remainder of my estaze shall be divided into[wo equal
shazes, and one share shall be paid to my son,TERRY R. BROWN,and the other share shall be
paid ro my daugh[er SUE A. PETRY. In the event either of my aforesaid children should
predecease the survivor of my spouse and me, his/her shaze shall be paid ro his/her surviving
��.���
issue,pgr s ; e, or in default of such issue, shall be paid to my remaining child,or to that child's
surviving issue,pgL stiroes, as the case may be.
(ri) If no issue of my children survive the survivor of my said spouse and myself,
the remaining undistributed principal and accumulated income shall be divided inro two equal
shazes and one share shall be paid to my heirs who would be entided thereto under the Intestace
Laws of Pennsylvania in effect at the death of the survivor of myself and my spouse; and Ihe other
share shall be paid ro my spouse's heirs who would be enfiUed thereto under the Intestate Laws of
Pennsylvania in effect at the death of the survivor of myseff and my spouse as if my spouse had
then died In[estate.
�; Tcustee may use principal of the trust under
Item FOUR11i hereof(Mazital Deduction Tmst)only for the benefit of my spouse. With the
foregoing excepuon my Trustee may use principal from the trust under Item FIFC[I hereof
(Residue Trust)for the benefit of my spouse and issue as that Trustee deems necessary:
(a) To mee[the expense of any accident,Illness or other emergency befalling
any of them;
(b) For maintenance,support and education (including college and gaduate
school);
(c) To pay funernl expenses, including the cost of a grave mazker and perpetual
care of the grave.
Any principal used for the benefit of my issue shall be chazged as an advancement
from his or her family's shaze of the trust Further, any invasion on behalf of any issue cannot
exceed the aznouc�t[ha[would be allocated[o his or her family's share of such wst.
Notwithstanding the foregoing, the power to consume,imade or appropriate
property for[he benefit of my spouse and issue shall be limi[ed by ascenainable standazd relaring w
health,education,support or maintenance within the meaning of subpazagaph (a)of Secaon
2041(b)(1)of the Intemal Revenue Code of 1954 or any similaz provision which may be in effec[
at the rime of my death so that such power will not consfimte a general power of appointmenc
C-��i�..,�
SEVENTH: I appoin[my Trustee as Guazdian to hold for
minors all property payable by law to a guardian appointed by my Will and use the same for the
minor's maintenance and education,either direcdy or by payment to any person selected ro
disburse it,whose receipt shall be a complete acquittance therefor. All unexpended income and
principal shall be paid to the minor at majority. For purposes of ihis Will,majoriry shall be
construed ro be when the individual attains the age of twenry-five(25)years.
EIGHIT-I; No provision of this Will is intended to
exercise any power of appointment,including any power of appointment gfananted to me by my
spouse's estate planning or other documents.
N : All tarzes,interest and penalties thereon
payable by reason of my death with respect to property comprising my goss estate,whether or not
passing under this Will, sttall be paid from the principal of my residuary estate under I[em FIF1'll
C.1.,provided however, that funds of my Trust created herein may be useA to pay taxes,interest
and penalries attribu[ed to such trust assers.
7'E �: No interest of any beneficiary under this WID
or any codicIl hereto shall be subject ro anucipauon or wluntary or involuntazy alienation,and the
pe:sonal ieceipt of such beneficiary shall be the sufficien[and only dischazge of my Executor and
Tmstee unless otherwise pmvided herein.
ELEVENTH: In addirion ro powers given them by law, my
Executor and Trustee and their successors and any guardian acting hereunda shall have the
following discrerionary powers applicable[o all real and peisonal property held by them,effective
without coun order and until acrual disaibudon:
(a) To retain all pmperty received by them including the stock of any corporate
fiduciary acang hereunder,provided such property iemains pmducrive;
(b) To inves[in all forms of proper[y without restricuon to investments
au[horized to fiduciaries, so long as such imeshnents are producdve;
(c) To join in any incorporation,partnership,recapitalizaaon, merger,
reorganizauon or voting trust plan; to delegate authority with iespect there[o;to deposit invesmients
���,,�i�i�`u",�
under ageemenrs and pay assessments;and generally to exercise all righu of investors;
(d) To compromise controveisies;
(e) To exchange or sell for cash,property or credit,publicly or privately,or ro
lease,even for a tean exceeding five (5)yeazs or the ducation of the irusts hereunder,wi[hout
Gability on[he purchasers or lessees to see to applicadon of the considereuon,and to give opdons
for these purposes withou[obligazion to repudiate them in favor of a higher offer,
(� With respect to my residuary ws[mder Item FIFITI hereof,to allxa[e
items of receipt or disbmsement between income and principal as they deem equitable regattlless of
the charncter given such items by law;
(g) To apply income or principal ro which any beneficiary is enuded
direcdy for his or her maintenance and support should they deem such beneficiary incapable of
receiving ihe same by reason of age,iliness or any infumity or incapaciry,or ro pay the same to
such person as they select to disburse it,whose receipt shall be a complete acquitrarice therefor,
without the intervention of any guardian;
(h) To bonow money,including the right to borrow from any corporate
fiduciary acdng hereunder, and mortgage or pledge as security;
(i) To hold investrnents in the name of a nominee;
(j) To distribute in cash or ldnd or partly in each at valuations fixed by them;
(k) To assume continuance of the status of any beneficiary with reference
to maaiage,divorce,Illness,incapacity or other change in the absence of informatlon deemed
reGable without liabiliry for disbursements made on such assumption;
(1) To elect ro value my gross estaze for Fetleral estate ta�c purposes as of the date of
my death or as of the altemate valuation date as allowed for such pmposes,and to claim as income
tax deducaons expenses that would otherwise qualify as estate[ac deducuon and other elecdons
allowable under law;
(._ ,""7 .�8`.(��ia�-✓
(m) Except w the extent necessary in order that the trust under Item FOURTH
hereof qualify for the mazital deducdon allowable under the Internal Revenue Code, it shal]not be
necessary to segegate invesimenu as belonging ro a particulaz wst or share therein and all
interests may be held ici undivided fom�in a single fund from which proportionate distribuuons aze
made based on cuaent reappraisals;
(n) To merge any similar trust established by my spouse where the teravs of the
same are identical;
(o) To make income or principal distribu[ions during the comse of administration
of my estate or trust created heieunder;
(p) In the event that I am the beneficiary of a qnalified tem�inal interest
wst and the same is[arzable in my esra[e, I duect that my Executor shall seek reimbursement finm
said trust for all ta�ces due by my estate because of the inclusion of such trust in my estate, said
computadon of ta�ces due to be computed by raldng taxes owed by my estate and such property .
included therein as compared to the taxes my estate would owe in the event said propeny were not
taxable in my esrate; and
(q) To undertalce any and all acts deemed necessary and proper by it for the
proper and advantageous management of any trust and the settlement of my estate.
7'WELFI'H: No fiduciary who is a beneficiary of my
residuary trust created in Item FIFITI hereof shall pazticipate in the exercise of any discredonary
power to use the principal thereof fm the benefit of any person or to apportion or allocate items of
chazge or credit between principal and income of such trust. Additionally, no fiduciary named
herein shall participate in any discreaonary decision to invade or use the principal of any nust
hereby created for his/her benefit or for the ben�t of his/her issue and in addition no fiduciary
named hereunder shall enter into any reciprocal arrnngement with any other fiduciary ro make such
discretionary dis�ibudons. No fiduciary nazned herein shal] have any power with regard ro the
administradon of a trust created hereunder if such power would cause the avst ro be includible in
his or her estate for federal estate ta�c purposes.
THIltTEENTH: Any person,other than my spouse,
who shall have died within thirty (30)days of my death, shall be deemed m have predeceased me.
����i��
If my spouse and I die simultaneously,or under such circumsrances that the order of our deaths
cannot be established by proof,my spouse shall be deemed to have survived me. Any person
(other than mysel�who shall have died at the same[ime as any[hen recipient of income or in a
common disaster with such beneficiary, or under such circumstances that it is difficult or
'vnpossible to detennic�e who died first,shall be deemed to have predeceased
FOURTEENTH: I appoin[my spouse,LOUISE B.
BROWN, as Executrix of and as Tmstee under tlus my WilL In the event my said spouse cannot
act or condrme[o act as Executrix and/or Trustee for any reason,I appoint my son T'ERRY R.
BROWN and daughter SUE A. PE1RY,to act in her place. No fiduciary acting hereunder shall be
required to post bond or enter security in any jurisdiction.
FIFTEENTH: My Corporate Fiduciary, if any, shall
receive compensation for the perfortnance of its funcaons hereunder in accordance with its
Schedule of Fees in effect from dme to ume during the period over which iu se:vices are
performed.
CIXTEENTH: The sims of the trusts established
hereunder shall be considered ro be in Cumberland County,Pennsylvania.
IN WIT'NESS WHEREOF, I have hereunto set my hand and seal this.�[/day of
i.� v 1996_, to this and the preceding � pages, and I have also
placed my uririals on each preceding page for better idenrificarion and greater security.
/ �_-�s�1J�*���/!• i��3""^"'v (SEAL)
CLIFF . BROWN
SIGNED,SEALED,PUBLISIIED and DECLARED by the above-named Testaror,
CLIF'FORD R. BROWN, as and for his Last Will and Testament, in the presence of us, who at his
request, in his presence and in the presence of each other, have hereunto subscribed our names as
wimesses.
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OATH OF SURSCI2gBIIVG «%ITNESS(�S) � '
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C U,M YJP"RlAAH�COUNTY.PENNSYLVANIA � � in �'�
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Estate of ri�'�/v� Q r-�ro� 2� '-^��� � ��� , Deceased
1�61'Ye5 E J'hi p�laS -7� ,.(caeh,�a ;ubscribing witness to
(Prbn NaniAs)
the�Will `�' �^-v-a,=�:�&�presented herewi[h,jeacl�}bemg duly quaHfisd according to taw, depose(s) and
say(s)that ske�Fhe LtUey was L�a+e,re- prese�k and saw the above Testator!-,"C�fa4r;�f si�n the same -
and tha[ she-1 he �«�.h..i signed [he same and Chat -sH�i l�e!-tkep� signed as a witncss at the request of
the Testa[or T in —hef/his prssence and in the presence of each other. .
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Ezecuted in Repister'a' Offzce Ezecuted o«t ofRegister's Offzce �
� Swmi� [o or affirmed and subscribeA Sworn to or affiimed and subscribcd
before mc this �� day before me ffiis day
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Depup� for egis[ei of Wi s Notary Public
My Commission Expires:
(Si6^awre end Sevl oCNmory or othc o(Gdel qnnllfird io
aem���s�e�oams. snow ame oro.N.a�m�orNom�y s comm�.,�o�.)
NOTP. Tobe�e4rnby0(fiwrnmLorizedmaaminismroaihs- PleazeM1rvepreem�M1eori�lnvloreopyofli�simmem(s)ni�imcotnolnrlvaiion.
FumrFW.OJ rer. IQR.06
OATH OF NON-SUBSCRIBING WITNESS(ES)
REGISTER OF WILI,S
Curn 6EQL/9�n1 D COUN"FY,PENNSYLVANIA
Estateof Cc��Faa� R. 82ownJ a&q_ C[IF�OeD ��/ (3QOkJA� , Deceued
S4F A- PEZ,ey �,a i��Y R. B��✓'v , � .
(each)being duly qualified according to law, depose(s)and say(s)[hat -shcL�a1/they -wag/were well-
acquaintedwitk� C�LfF1B9PP Z. �IOUTAJ a.{u� CJ-�FFOQO ,�� �POWA/ andarAFare familiar
witL Ne handwaling and signature of the decedent,and tbat tLe signature of CC/FFO.P� R. B�w�
to [t�e foregoing insirumeut purporting [o be[he Last Wil]and TestamentlEeEliei}of C'L/FFO�� 12-
�/1DWF� � is in his{�er own proper handwriting.
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Executed in Register's Ojfice �
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RENUNCIATION
REGISTER OF WILLS
C4mQe�l,pnlp COUNTY, PENNSYLVANIA
Estateof C���� R, �ro�, t'�y li�'lTo�'�cy glmkryl , Deceased
f
I, �GLB �"� �Gf3'y , in my capacity/relationship as
�r.���Ng^�� .
�'e-PXOli�rvX eMs� dtG,�a�l�ia" of the above Deceden[,hereby renounce [he right[o
administer the Estate of the Decedent and respectfully reques[that Letters be issued to
7�ry �. �ivwli,
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Executed in Register's Offire . Ezecuted out ojRegicter's Offire
Swom to or affirmed and subscribed � Before the undersigned personaily appeared the
beforg�� [his nl �day party esecuting this renunciation and certified
of Ilit u l�, tha[he or she execu[ed the renunciation For the
CJ purposes stated within on this day
, �
of ,
� � - ��,
Deputy for Register o �Vills Notary Public
iMy Commission Expires:
— (Signawrt and Seel o(Noiary or oNer oBcisl yualiBcd m
adminismroa�hs. Showda�eofcxpirationofNo�ap�sCommission.)
im-ni RW-06 rev. 1013.OE
REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
4 �F cuM
��.� ��i,�� @F,�� No. 20�5- ooses Pa rvo. z�- �5- oeas
`�" �' � Estate Of: CLIFFORORBROWN
p '� � Z �.,s� Miee,a.��i
V �II� -- q � a�k�a: CLIFFOROFAYBROWN
� i
�� �� � La te Of: LOWER ALLEN TOWNSHIP
�,� � CUMBERLAND COUNTY
�- Deceased
1750 Social Security No:
WHEREAS, on the 28th day of May 2015 an instrument dated
March 6th 1996 was admitted to probate as the last will of
CLIFFORD R BROWN
rves,.m;mk.��ri
a/k/a CLIFFORO RAY BROWN
late of LOWERALLENTOWNSH/P, CUMBERLANOCounty,
who died on the 12th day of May 2015 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, L/SA M. GRA YSON, ESQ. , Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARYto:
TERRY R BROWN
who has duly qualified as EXECUTOR/R/X1
and has agreed to administer the estate according to law, a1Z of which
fully appears of record in my office aC CUMBERLAND COUNTY COURTHOUSE,
CARLISLE, PENNSVLVANIA.
IN TESTZMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 28th day of May 2015.
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