HomeMy WebLinkAbout09-20-05
Register of Wills of Cumberland____ County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Jack W. Richardson
also known as
No. 21-05- ~?,~
, Deceased
Social Security No. 193-12-9434
James W. Richardson
Petitioner(s), who isfare 18 years of age or older, appl(ies) for:
(COMPLETE 'A' or 'B' BELOW)
~ A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the Executor
the Decedent, dated 02/23/2005 and codicils dated
named in the last Will of
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
o B. Grant of Letters of Administration
(c.l.a; d.b.n.c.l.a; pedente 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 (if any) and heirs:
I Name
Relationsnlp
Residence
I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her family
or principal residence at 20 North 12th Street, Apt. 104, Lemoyne Borough
(list street, number, and mUnicipality)
Decedent. then
84
-
years of age. died
07/07/2005
at Holy Spirit Hospital, East Pennsboro Township, Cumberland County
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PAl Personal property in Pennsylvania
(If not domiciled in PAl Personal property in County
Value of real estate in Pennsylvania
$
$
$
$
6,000.00
situated as follows:
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 appropnate form to the undersigned:
Typed or printed name and resi ence
James W. Richardson. '~1 Tuscany Court
.J Camp Hill, PA 17011
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Prepared by the Pennsylvania Bar Association
Copyright (c) 2004 form software only The Lackner Group, Inc.
Form RW-1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of
the Decedent, Petitioner(s) will well and truly administer the est~ding to law. :Jl~~
Sworn to or affirmed and subscribed X ~~, t
James W. Richardson
....
~, .>,\,
before me this .....'S
day of
~'"'-~ .~""-'\., ~'l ~\:\~ S
C:S~~~~, ~,3\,
For the Register ~
~ .\(,~ ~ ",-" ~
~ ~ -
No.
21-05- ~ '3 ~
Estate of
Jack W. Richardson
, Deceased
also known as
Social Se~urity No: 193-12-9434
07/07/2005
Date of Death:
AND NOW.
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, in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary 0 of Administration
(c.I.a.; d.b.n.c.l.a.: pendente lite; durante absentia: durante minoritate)
are hereby granted to James W. Richardson, Executor
in the above estate and that the instrument(s) dated
2/23/2005
described in the Petition be admitted to probate and filled of record as the last Will of Decedent.
FEES
Letters........ ...... ........ ..................$
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Register of Wills
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Attorney: Edward P. Seeber, Esq, ~ ~\) ~~\,\ ~~ ~~~~
1.0. No: 76084
James, Smith, Dietterick & Connelly
Address: 134 Sipe Avenue
...1 C'
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t -6)
Short Certificate(s)...\.................$
Renunciation.... ................. ......... $
Affidavits ( )...........................$
Extra Pages ( )....................$
~......~.\l,.I,........................$
"s.
\~ -
Hummelstown, PA 17036
Telephone4 717/533-3280
JCP Fee.....................................$
Inventory.............................on.... $
E-Mail:
lu
Other......~~~.,.x"-:~.... ........$
os,
L~' ..,
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:~,,:) -10JV
TOTAL............................ $
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Prepared by the Pennsylvania Bar Association Copyright (c) 2004 form software only The Lackner Group. Inc.
Form RW-1(1991)
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"fhi' 10., to certify that the information here given is correctly copied from an original certificate of ciLath dui\' filed with me as
l.dc,1i Registrar. The original certificate will be forwarded to the Slate Vilal Records Office fllr pem,anent I ling.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
bee for thi:; ccrlilieate. $h.OO
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No.
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I.ocal Ri..~gistrar
Dale
Rev. 1191
1130-040
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
NAME OF DECEDENT (First. MIddle, Lasl)
Jack
ST,Iij"E flLE NUMaeR
SEX ISOCIAL SECURITY NUMBER
,. Male 3.1 93- I 2 - 9434
UNDER 1 DAY DATE OF BIRTH BIRTHPLACE (City and PLACE OF DEATH (Check only one see in!\tructions en othGr siue)
Hours Minules (MOllth, Day. Year) Staleo. Foreign Counlry) HOSPITAl: I:THER
Dee. 3,1920 Ak r 0 n, P A InpaHenl JQ. ERlOutpalienlD DOA D ~~~~g 0
la... 7. ...
CIT'!'. BOR~F DEATH [FACILITY NAME (II not iMtituhon, give streel and number) !:WAS DECEDEN! o. F HISPA. N~C ORIGIN?
East Pennsboro Holy Spirit Hospital N.ex y.JJIlY""POC'~C"b"",
Mexican. Puerto RIcan, etc
k.~. 9.
DECEDENT'S USUAL OCCUPATION KIND OF BUSINESS/INDUSTRY WAS DECEDEONT EVEA IN r m [JECED!=N!,SEDUCATION.. I MARITAL STATUS. Married
IG -, d d r I, U.S.ARMEDF-'JRCES? I Is~r onl hKlheslnradecom letedl Never Married,Widowed,
,Iva kind," wOfk-~~e urin~ mos
. 118. ~J~~'f~100fftr~ec~'br 11~ichardson F.H. In h YOIIIXJ NoD 11::amanl~ci~condary I 2(1~.tO~~~) 114. Wi~I~:e;~pec'~/)
DECEDENT'S MAILING A.DDRESS (Streel, CilyfTowl"'. State, Lip COOO) ~~~G~ENrs 17a. Stat~, P A ,)id 17c.~ Yes, dElcedenttived In
20 N. 12 th St. Apt. 104 RESIDENCf: decedunt
(Seeinslructions !iveine
16 Essex House, Lemoyne PA 17043 on other sidA) 17b,Gounry Cumberland tow'lship? 17d.rn:h~~:~:i~:~Of Lemoyne
F-"J"HER'S NAME (F,r~1 Middle, L.as!; MOTHER'S NAME (First, Middle. Meiden Surname)
m James T. Richardson _ Florence Fahnestock
INFORMANT'S NA.ME (TypelPrinll IINFORMANT'S MAILING ADDRESS (Slrlffit, Cityrrown. Slate, Zip Code)
I,... .bmpo W Ricn~Y"onn :,,,,,51 Tuscany Court Camp Hill, PA :7011
METHOD OF DISPOSITION J I:DATE OF DISPOSITION PLACE OF (')ISPOSITION. Name of Cemetery, Crematory I:OCATlON _ CltyfTown, Slale, Zip Code
. Burial lXI Cremation D AelTJlJvallrorr. State U (Month. Day, Year) or Other Place
. 2~~lltionD Other (Sceciry\ - D 21b. July 12, 2005 21c. Highspire Cemetery 21d. Highspire, PA 17034
SIGNATURE OF..FUNjRAl S~VIC~ UCEN~E OR PERSON ACTING AS SUCH liCENSE NUMBER INAME AND ADDRESS OF FACILITY
. ".,V)h, i'~#.tl'V'f'. Uk. h..A 22bFD 012774-L 122l-ichardson F.H. INc. 29 S.EnolaDr. EnolaPA 17025
Complete .items 23a-c only wnen certifying l'l~~lh: SIt of my knowledge, death occurrtld at the lime, date and place staled UCENSE NUMBER I:OATE SIGNED
phySJdalllS not evailablll at Ume 01 death to (5. re and Title, (Month. Day, Year)
certify couse 01 deeth
23&. '23b. 23c.
11effi$ 24-26 must be completed by TIME OF DEATH IDPJE PRONOUNCED DEAD ~Month, Day, Year) WAS CASE REFERRED TO ME~L EXAMINER/CORONER?
person Who pronounce1l death 24. 11: 25 P. M, 125. July 7, 2005 26. Yes}Q NoD
27, PART 1. Enter th9 diseases, Injuries or ccmprlcallons which cBused :t-e death 00 not enter the mode of dying, such as cardiac or reliplratcry arreSI, shock or heart failure I Appro.dmate PART II: Other signincanl conditions contrlbuting to daath, but
List only one r"..'llJ.'le on ~ach line : interval between not resulting in the underlying cause given in PART I
IMMEDIATE CAUSE (Final ! onsel and death
di~OfcOlldrtion
resullingindearhl--'
1.
w
Richardson
IDATE OF DEATH (Month, Day. Year)
I' July 7, 2005
AGE (Last Birthday)
UNDER 1 YEAR
Months
Days
84 y~
Resldenea [J
g;:ify)0
5.
. COUNTY OF DE.4:rH
Cumberland
I:RACE - American Indian, Black, White, etc
(Spec,ty)
White
,..
SURVIVING SPOUSE
(llwile,givemaidonnamej
Sb.
L
rw..
cltyfboro.
SeQuentially!;stcondltions
ilany,leaClingtOimmediale
causa Fnter UNDERLYING
CAUSE (Disease 01 injury
II1Af ,nitiateo events
re8lJlting in ooatr1) LAST
,.
Closed Head Injury
DUE TO (OR AS ,t.. CONSEQUENCE OF)
Fall
DUE TO :OR />S '" CONSEQUENCE CF)
'-
DUE TO (OR AS A CONSEQUeNCE OF)
WAS AN AUTOPSY
PERFORMED?
d.
WERE AUTOPSY FINDINGS
AVAlL....BLE PRIOR TO
COMPLETION OF CAUSE
OF DEATH?
MANNER OF DEATH
'MEDICAL !XAMINEAlCORONER
On the basis of examination and/or Investigation. In my opinion. death OCCurred 81 the time. date, and place. and due to the cauae(a) and
menneras stated...",....,......, .......,.,....,.,.,., ...........,.........
31..
D-"J"E OF INJURY ~F :~URY INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED
(Month Day,Year) ~ Aprx. Fall from standing
Natur;ll C Homicide 0 July 7, 2005 I Yes ~ NO~ on patio
AcCident;gJ.. Pllfldinglnvesllgali{\n 0 3aa. 3Ob. 3: 30 PM. 301:. 3Od.
Yes 0 No ~ Yft..~ 0 No 0 0 0 ~JURY. At home, farm, street, factory, ottlcEI LOC~I~N (Street, CityrTown, State)
2a.. 28b. 2~~iCide Could not be determined ~~~ing,"'tc,(SpecIIY) Home J'''''; ~ eet t Lemoyne t
CERTIFIERrChoc.o.....,yone) SIGNATUAEA~ ,W"1~
.~:~~:~~, ~yy~~~:J::~~~:i~ C;~~~~~d~u.;:I~l ~eea~Il:;(!I)~~~~~~~~~; :~~~~~cunCed death and corr'Piel~ ~I~~. ~:). . . . . . . . [J 31b. -.........-: // ~ Co r- one r
lICENSEN'lJMBE~ [6Ar.EStGNEDIMOntr1gDay. Yio-'-
'~:~~~r;yA~~~~~~'=:~:~~~I(~~~~~:e~~~~~~~~O~~;~~?~~~f~:;~Oc;h:'~~~~~(~)~s:dO~~~raSSlated." 0 31c. !31d July, 05
NAME AND ADDRESS OF PERSQN WHQ COMPLETED CAUSj: OF DE~H
(Item 27) Type or Print Michael L. Norr1.s, Coroner
~ 6375 Basehore Road, Suite #1
.f'/. 32. Mechanicsburg, Pa. 17050
DATE FILED (Month, nay. Year)
34. (L~..t. J I
o (J'
PA
REGISTRAR'~GNATURE A~~M~_' '_',
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Last Will
of
JACK W. RICHARDSON
I, JACK W. RICHARDSON, the Testator, 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 presently unmarried.
Section 2. Children
a. My Children
I have one child whose name and birth date is:
Name
Birth Date
JAMES W. RICHARDSON
February 13, 1952
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:
JAMES W. RICHARDSON; THEN
ADAM M. RICHARDSON
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 Last
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.
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 Applicable
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:
JACK W. RlCHARDSON LIVING TRUST,
dated July 29,1997, and any amendments thereto
I executed said revocable living trust prior to the execution of this Last 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 ofthis Last Will, or as thereafter amended.
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 additional to the federal estate tax for any "excess retirement accumulation"
under Internal Revenue Code Section 4980A.
b. Any additional tax that may be assessed under Internal Revenue Code Section
2032A or 2057; and
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,
ifmy 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.
Article Five
General Provisions
Section 1. No Contest Clause
If any person or entity singularly or in conjunction with any other person or entity, directly or
indirectly, contests in any court the validity of this Last Will including any codicils thereto, then
the right of that person or entity to take any interest in my estate shall cease and the demise of
that person (and his or her descendants) or entity shall be deemed to have occurred prior to mine.
Section 2. Captions
The captions of Articles, Sections and Paragraphs used in this Last Will are for convenience of
reference only and shall have no significance in the construction or interpretation of this Last
Will.
Section 3. Severability
Should any of the provisions of this Last 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 Last Will.
Section 4. Governing Law
This Last Will shall be construed, regulated and governed by and in accordance with the laws of
the Commonwealth of Pennsylvania.
1 signed this, my Last Will, on
FEB 2 3 2005
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ATTESTATION CLAUSE
On this FEB 2 3 2005
, JACK W. RICHARDSON, Testator, personally Published and
Declared the foregoing instrument, as and for his Last Will and Testament, in the presence of
each of us and all of us together, who, at his request, in his presence, and in the presence of each
other, also signed the said instrument as witnesses. We further state that each of us believes that
at the time he executed the foregoing instrument he was of sound mind and memory, of lawful
age, and did so execute it as his own free act and deed and not under the constraint or undue
influence of any person.
J
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Street Address
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Witness
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Street Address
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COMMONWEALTH OF PENNSYL VANIA
COUNTY OF DAUPHIN
We, JACK W. RICHARDSON, ~::)ll,(~" tV!. (~/(t.itilc.r./(O and
~ Ck:;.i.-C":: Wo&-r.~t-""l - }:,~""''-h , the Testator and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being duly first sworn, do hereby
declare to the undersigned authority that we were present and saw the Testator sign and execute
the foregoing instrument as his Last Will; that the Testator signed it willingly, or directed another
to sign it for the Testator, that it was executed as his free and voluntary act for the purposes
therein expressed; that each subscribing witness in the presence and hearing of the Testator
signed the Last Will as a witness; and that to the best of our knowledge the Testator was at the
time of sound mind and memory, of lawful age, and under no constraint or undue influence.
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Witness
SUBSCRIBED, SWORN TO and ACKNOWLEDGED before me, a notary public, by
JACK W. RICHARDSON, the Testator, and 5~QI') (')'1. ~ .J(l~~Lyje and
iVl ""..;, l--. L, }G..jf""-r ~ *'" , the witnesses, on this FEB 2 3 005
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Ndtary Public
LJ~OMM~='E:J.'IV;':~;;"T:;":..'I~;~.;f:C::J'C'.'!!:Y-AJNIA
Linda L~-';:.),l~~;:~,"':~:.'i. ;~. I,~;~'~:l:..~.'. P - ut.>!iC
[}.?rry T t"1p , D~upr~:~lC:~)!.mty
My Ccmrrlls'I'A1L'.'H'.'", r'''''1 8.200'7
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Membei", Pe!!r;"6\'iV'c':1ill:" .L\;;SOCi;"'!\l11 Of Notaries