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HomeMy WebLinkAbout10-17-05 PETITION FOR GRANT OF LETTERS Estate of Florence J. Gordon No....dJ -05,,09/ to also known as Florence J. Gordon , Deceased Social Security No.052-26-1718 Adam M. Gordon Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE "A" OR "B" BELOW:) GJ A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or Decedent, dated 5/18/2005 and codicil(s) dated named in the Last Will of the 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 incapacitated: o B. Grant of Letters of Administration (c.I.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following ispouse (if any) and heirs: . Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family ot principal residence at .111 Maple Drive, SilversprinQ Township, MechanicsburQ (list street, number and municipality) ,2005 ,at 111 Maple Drive, MechanicsburQ, PA (Location) Decedent, then 74 years of age, died July 23 I ! 1150,000.00 Decedent at death owned property with estimated values as follows: (if dumiciled in PA) All personal property ......................................... $ (if not domiciled in PA) Personal property in Pennsylvania .................... $ (If not domiciled in PA) Personal property in County .............................. $ Value of real estate in Pennsylvania ........................................................................................ $ Total .. ....... ................................ .................... ................... ................................ ..... $ Real Estate situated as follows: r-:,",f50,000, ".00 .-+ -. r----;' 1 t_-, .... ,_ -", __ .: J '--If' 11) ~'-.I-: ) .. ) , +-r~ Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of lettdit"in the appropriate form to the undersigned: -' .., Typed or printed name and residence ; r--, j ~) ~) , Adam M. Gordon 111 Ma Ie Drive Mechanicsbur PA 17055 j'-- RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and 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 estate according to law. Sworn to and affirmed and subscribed befr,j: me this_J ~ day of ~bJJ<'A c2IJ05 , ~ ~~~IJD b>"l~ a-~ Estate of Florence J. Gordon DECREE OF REGISTER Deceased No.B.J - OS.-oq {(p also known as Social S~urity No: 052-26-1718 Date of Death: 7/23/2005 AND NOW, l2~~JJQA. /1 ,\-Jm5 ,in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters lEI Testamentary 0 of Administration are hereby granted to Adam M. Gordon (c.I.a., d.b.n.c.l.; pendente lite; durante absentia; durante minoritate) in the above estate and that the instrument(s), if any, dated 5/18/05 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... Short Certificate(s) ............... Renunciation .......................... Affidavit ( ) ....................... ~),~'P~(~......... Codicil................................. JCP Fee ................................. Inventory & Tax Forms............. ~~~~~~;~ $,;} GO. 00 ~lt~r La 0,00 $ $ $ $ \,t;'. ()(~ $ $ $ $ ~A.~ \ D ,(jO Attorney: Mark A. Mateya I.D. No: 78931 Address: P.O. Box 127 BoilinQ SprinQs Telephone: 717-241-6500 DATE FILED: \0- 11- DS PA 17007 5.0D TOTAL..............................$ 350 - ou RW-7A Thi" is 10 certify that the information here given is correctly copied from an original certificatc of death dVly filcd with me as Local Registrar. The original certificate will be forwarded to the Statc Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. p 1 "I """l -7 <". 0 ..:.o.J.. t g :jb No. cs 2; "'_DA~~ ~~n Local R gislrar . Fee for this certificate, $6.00 ~~ )j,p dMj- bate ..:1 i i ;!! ., .-.'1 \.:: H1tl~ 143 H...v 2181 ...; "I --.f i'-l! i I i i I ~ o w ~ o o ." ::, << z COMMONWEALTH OF PENNSYlVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH STATE fILE NUMBER TYPl/PRINT IN Pf::HMANENT BLACK INK two Clt)'fbUf0 /7bs-'!;'- I : WERE AUTOPSY F-INOINGS AVAIL ABLE PHIOf~ TO COMPl E nON OF CAUSE OF DEATH? DUE TO (OR AS A CGNSf.:QUt::NCt: OF) Yc~ 0 No Yo> 0 f~<JB MANNER OF ~/ Nd\W..J1 ~ AC(I,!Ulll 0 DATE OF INJURY (Month, Da~, Yaar) TIME OF INJURY INJURY AT WORK? DESCRIBE HOW I URY OCCURRED Homicidl>' o o D :~~CE OF INJURY Al home, ~~~. street, factory, office bUIlding. alc. (SpeLlI~) 308. Fi, I JUt) SLJ,C1dt: o Pelldulg IrIVt;:l~II~ut((ln Could nut b" d<<ltlrrnined 28. 28b CEHTlflER (Check only olle) ',~~~f J~~tGor~~~I;~~~~~Z.Sd~:~~ C~~~Gi:~~dd~~: 1~ thU:~a~~:~{=.I~~~r,~~l~~~~a~1l h;l~l~~~~.~~~~~.~ .~~~~~. .~I"~ .(:~~~~~~~~~.~ .i.I~I.I~ .:~~.. . 29 'PRONOUNCING AND CERTIFYING PHYSICIAN (f'tl~'~ICliJn I.JOth PfUIIOUI1t;(119 dl,JOIlh an(l cCltrtYlII!:l tu CiJuse 01 ut.:aUI) To Ih. bV1l1 of m~ knowledge. death occUJrud at lhe tlmtl, date, .md place, and due to the ci'u...a(a) and mannur aa atated. 'MEOICAl EXAMINER/CORuNER ~1:~~I:rb::I:I::IJ~x.amlnil.IIOn il.n~lor Inliulitiijdtion, In m~ oplnil")ll, duath ,,( curu,d at the Umtl, date, and placlt, .lId due to thlt (;aua.:;{s) alld . 0 ~-~ .-~-----_._._----- f;lEGtSTjlAk'S SIGNATURE AND NUMBER '4? '1 . I ~I~....~ ,...., Q.'L<.J, .... .'i:i.:5c..f~-~~~.&~~~...,_._ ~.2 do S- "I' \ I , LAST WILL AND TEST AMENT OF FLORENCEJ.GORDON I, Florence J. Gordon, of 111 Maple Drive, Mechanicsburg, Cumberland CouIjJty, \ Pennsylvania, make this my will. I revoke any other wills or codicils to wills made by me. ARTICLE I. DISTRIBUTION OF MY ESTATE A. I give my personal property, including my jewelry and all personal effects that I n'1ay own at the time of my death to my son, Adam Gordon. B. If my son Adam predeceases me, I leave my personal property, including my jewelry and personal effects that I may own at the time of my death, to my daughter-in-law, Bonlnie Kimble-Gordon. C. I leave my shares of the Mandon Partnership to my son, Adam Gordon. If my son, Adam Gordon predeceases me, then I leave my shares of Man don Partnership to my daughter-in-law, Bonnie Kimble-Gordon. D. Whenever property is to be distributed to the descendants of a person (the "ancestot"), such property shall be divided into equal shares, one share for each then living descendant in the first ~-' :) generation below the ancestor in which at least one descendant is living, and one share for ~ffh deceased descendant in such generation who has a descendant then living. Each share created iJ~ a , ., +- .. -j ~ living descendant shall be distributed to such descendant. Eacb share created fora decea~... ~ed descendant shall be dIVIded and dIstnbuted accordmg to the dIrectIons In the two prece ng ( -'.(-1 " C) 'f I ''.J '> CD t ..' -) "--~) -;'1 1 . 11) ~ sentences until no property remains undistributed. E. Any beneficiary or the legal representative of any deceased beneficiary shall have the right, within the time prescribed by law, to disclaim any benefit or power under my will and the ! interest so disclaimed shall be distributed as if such beneficiary predeceased me. i F. Gifts of specific items of property mentioned in this will or any separate writing t~at is binding upon my Executor shall fail to the extent that I, or any duly authorized agent of mire, dispose of such property prior to my death. My Executor shall not substitute cash or any other assets for any such property. G. I give my residuary estate to my son, Adam Gordon. , H. If my son Adam Gordon predecease me, I give my residuary estate to my daughtet1in- law, Bonnie Kimble-Gordon. ARTICLE II. PROVISIONS FOR INTERESTS VESTING IN BENEFICIARliES UNDER AGE TWENTY-FIVE Notwithstanding the foregoing provisions, whenever any interest in my estate vests absolu~ely I , in a beneficiary under age twenty-five, my Trustee may retain the interest upon a separate trust~d pay to the beneficiary as much ofthe net income or principal as my Trustee may deem appropriate to provide for the beneficiary's support, other needs, or education until the beneficiary reaches!. ~ge twenty- five, when the interest shall be paid outright to the beneficiary. Ifthe beneficiary dies betbre i reaching that age, the interest shall constitute a part ofthe beneficiary's estate. 2 ARTICLE III. PAYMENT OF EXPENSES AND OTHER CHARGES I direct my Executor to pay my funeral and burial expenses (including the cost of a monument or marker over my grave). The estate, inheritance and similar taxes assessable on my ! death (including taxes on assets not passing under this will) shall also be paid as a cost! of i administering my estate and my Executor shall not request any beneficiary to pay any part of s*ch I I tax. ARTICLE I V. APPOINTMENT OF FIDUCIARIES AND POWERS A. I name my son, Adam M. Gordon, to be my Executor(hereinafter "Executor" +nd I "Trustee"). Should he fail or cease to act, I name my daughter-in-law Bonnie Kimble-Gordon, to be my Executrix. If administration of my estate or trust should be necessary in any jurisdiction wJere my Executor or my Trustee is unable to qualify, [or if my Executor or my Trustee deems it neces~ary i for any other reason,] I give to my Executor and my Trustee the power to designate any indivi~ual or corporation with trust powers to serve with my Executor or my Trustee or in my Executor's Of my ! Trustee's stead. I request that no security be required of any Executor or Trustee, includin~ an Executor or Trustee named pursuant to the preceding sentence. References in my will to ~y "Executor" and my "Trustee" are to the one or ones acting at the time, except where otherWise specifically provided. I I B. Any corporate Executor or Trustee shall receive for its services the compensationl for I i which it is willing to undertake similar services for others at the time such services are rendere~, as I evidenced by its published ree schedule in effect from time to time, unless it is willing to agree uton a fee that is less than its customary fee. [Any individual who serves as Executor or Trustee shall be i I 3 entitled to receive reasonable compensation for his or her services and, whether or not such individual receives compensation, shall be entitled to be reimbursed for expenses incurred for such services. i I C. I grant my Executor and my Trustee the powers set forth in 20 Pa.C.S. ~~ 3311-3332 i , I and 20 Pa.C.S. ~~ 7131-7143 respectively. In addition, my Trustee may merge any trust undedhis will with any trust having the same trustee and substantially the same dispositive provisions. Ir at I any time after my death the size of any trust under this will is so small that, in the opinion of ~y Trustee, the trust is uneconomical to administer, my Trustee may terminate the trust and distribute the assets to the person or persons authorized to receive the trust income in such shares as my I Trustee may deem appropriate. No Trustee who is also an income beneficiary ofthe trust at is~ue shall exercise any discretion granted in the preceding sentence. My Executor and my Trustee tbay distribute tangible personal property passing to a minor to any adult person with whom the mihor resides, and that person's receipt shall be a sufficient voucher in the accounts of my Executor' ~d my Trustee. ARTICLE V. MISCELLANEOUS PROVISIONS If any beneficiary in any manner, directly or indirectly, contests this will or any of its provisions, any interest in my estate given to the beneficiary is revoked and shall be disposed or in the same manner as if the beneficiary had predeceased me without leaving surviving issue. THIS SPACE LEFT BLANK INTENTIONALLY 4 \ I ARTICLE VI. FINAL DISPOSITION I desire to have a modest Jewish burial, and direct the payment of my final expenses to come from my estate, at my Executor's final discretion. Executed this / r Jiaay of '1YJ"1- , 2005. ~n8=F Florence J. Gordo (SEAIJ,) Signed, sealed, published, and declared for and as her last will and testament by tqe testatrix in our presence, we all being present at the same time; and we, in her presence and at hqr request and in the presence of each other, have subscribed our names as witnesses whereof, all ob the date last above written. ! i ~~~.~~ f)~ OF )/1 ~tLee. :X" '8~~~ &A .I 1 )100'1 I i OF ilL >Jfo;.ie }J/d<< 7/(J/)~. i-1t1 J f}1 -,\ ,/' I G /7d5u i 5 \ I COMMONWEALTH OF PENNSYLVANIA DAUPHIN COUNTY, to wit: Before me, the undersigned authority, on this date personally appeared Florence J. Gordon and 'n) Mk a. 'frJ~ ' and !lrwu ~ known to ~ to be the testatrix and witnesses, respectively, whose names are signed to the foregoing instrument and, all of these persons being by me first duly sworn, Florence J. Gordon, the testatrix, dec1are~ to me and to the witnesses in my presence that said instrument is her last will and testament an~ that she had willingly signed and executed it in the presence of said witnesses as her free and voluntary act for the purposes therein expressed, that said witnesses stated before me that the foregoing will was executed and acknowledged by the testatrix as her last will and testament in toe , presence of said witnesses who in her presence and at her request and in the presence of each oth~r did subscribe their names thereto as attesting witnesses on the day ofthe date of said will and that the testatrix, at the time of the execution of said will, was over the age of eighteen years and ~f sound and disposing mind and memory. Sworn and acknowledged before me by Florence tt; tvJ: f). ~ ~tL- , witness, and this )'{,!i..day of ~ l' ' 200 , witnes$, Notaria' Frances A. Aumiller, Nqt4 City of Harrisburg D"lupni My Commissior . Xl-'" ~4ar.1e. Mentjer, PennsylvarllJ AssoclationofNOOlles Flol::=on ~ ~ ~A-, ~ Witness - ~ a4)~ ,wItness !l My commission expires: 6