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HomeMy WebLinkAbout08-31-78 No. 21-l8 463 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of MARY ELIZABETH HOLMES , deceased. To Richard E. Anderson, Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania. is Petitioner(1) .. the executor named in the Last Will and Testament of MARY ELIZABETH HOLMES dated November 1 'i, .1973 Decedent was a citizen of the United States and a resident of k&~ Borough, Cumberland County, Commonwealth Carlisle of Pennsylvania. Decedent died on Friday the 28th day of July , Province ,~. of A. D. 1978 , in the County of Niagara Ontario. Canada at the age of 66 years. hasc has her Decedent has not been married and has not had children born to lbim since the execution of the above described Will. Decedent was possessed of personal property to the value of Unestimated and of real estate to the value of none as near as can be ascertained; said real estate situated as follows QlPI1Ily Therefore, your petitioner(~ respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon. Dated Atmust 10 . 1978 Name and address of Petitioner(~ -ar~4 ~ MARION D. HOLMES 137 East Park Street Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA! ss COUNTY OF CUMBERLAND MARION D. HOLMES named in above application, being duly say(s) that the statements set forth In sworn according to law this petition are true to the J~Ci best of his knowledge and be)J1' Sworn and s~bscribed before 01 ):t~4/~.LL/ me'~r978 Richard E. Anderson, Register Filed~ ~/- 7P' - 1t:13 August 31, /o-ltf3-7 1978 Attorney: William F. Hartson, Esquir~/ \ WILLIAM F. MART SON , P. ~;~~.."\ .' "I' . . LAST WILL AND TESTAMENT I, MARY ELIZABETH HOLMES, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and decl,re this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my just debts, funeral and testamentary expenses, and all inheritance taxes shall be paid'from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. 2. I give, devise and bequeath all of my estate~ both real and personal property, unto my husband, MARION D. HOLMES, absolutely. 3. In the event my said husband shall predeceas~ or fail to survive me, then I give, devise and bequeath all of my estate, in the following manner: (a) , . I I give and devise any real estate of which I may die seized to my daughter, MARGARET ANN KERR, absolut~ly. (b) I give the sum of Five Hundred ($500.00): Dollars unto each of my ni eces, DAPHNE FRANCELLA HADLEY, GERALDINE ANN Loosf14A-Zi:. and CHRISTA STOEY LOOSE. (c) All the rest, residue and remainder of mr estate, I give, devise and bequeath as follows: One-half thereof unto my daughter, MARGARET ANN KERR, absolutely and the remaining I one-half unto my grandchildren, DAVID ALAN KERR and ELIZABETH ANN KERR, or the survivor, in accordance with the terms hereof. LAW OFFICES MARTSON AND SNELBAKER 74lm~~ Mar E . a et H mes PAGE ONE , ~"'tOI") ,,),'~l(;"" , . ~ '# 4. In the event neither my husband nor my daughter shall survive me, then I give, devise and bequeath all of my estate, both real and personal property, after payment of the legacies to my nieces set forth in a preceding paragraph, ~to DAVID ALAN KERR and ELIZABETH ANN KERR, in accordance with the terms hereof, unless there should be other grandchildren born to my daughter in which event I direct that one-fourth of the residue , of my estate shall be held and given among such g~andchildren , and the remaining three-fourths of said estate shall be divided I equally between DAVID ALAN KERR and ELIZABETH ANN iKERR and held in accordance with the terms hereof. 5. LAW OFFICES MARTSON AND SNELBAKER I ~ec~ that my Trustee shall hold, invest and reinvest the same, collect the income arising therefrom,and after paying all expenses incident to the management of the trust, to use and apply as much of the income and principal as may be necessary, arising from the share or shares of any of my granidchildren, for the support, well-being and education of said gran~children. I direct that the income arising from said trust shall be payable in equal shares and directly to said grandchildren as they attain the age of eighteen (18) years. I direct that the' trust for my grandchildren shall be subject to the following provisions: (a) I direct that each of my said grandchildren shall have the right of withdrawal of the principal then remaining as each i i atUdns the age of twenty-five (25) years, with the!_xception of any grandchildren born to MARGARET ANN after the date of this Will, in which event they shall have the right of o/ithdrawal of principal of their share when each shall attain th~ age of twenty-one (21) years. ~~ ~<u-/ Mar E ~a et Ho mes PAGE TWO ~12;3 , .. ~ ., (b) Prior to the distribution of the principal as set forth herein, my said Trustee shall have the sole discretion I to invade the principal and may so invade the principal for the support, maintenance and education of any of my said children or issue of a deceased child, regardless ,of age. (c) To the extent that the same is permitted: by law, none of the beneficiaries hereunder shall have any power to dispose of or to charge by way of anticipation any interest given to such beneficiary; and all sums payable to such beneficiaries hereunder shall be free and clear of the debts, contracts, alienations and anticipations of the beneficiaries, and all liabilities for levies and attachments and proceedings of whatsoever kind, at law or in equity, and, in the case of a married woman, free from the control of her husband. 6. I hereby nominate, constitute and appoint MARION D. HOLMES as Executor of my estate. In the event he shall be unable or unwilling to serve in such capacity, then I appoint MARGARET ANN KERR to act in such capacity and in the event she sha 11 be unable or unwilling to act in such capacity, then I appoint William F. Martson, Carlisle, Pa. , to act in such capacity. 7. I hereby appoint MARGARET ANN KERR as Trustee under the terms of this Last Will and Testament and in the event she is unable or unwilling to serve in such capacity, then I appoint William F. Martson, Carlisle, Pa., to act in such capacity, giving him the power to renounce such right in favor of any bank with which I am doing any business at the time of my death to act in such capacity as successor trustee. 8. LAW OFFICES MARTSON AND SNELBAKER I authorize my Executor and Trustee, in their sole and ~~~t~ PAGE THREE I ;:l":) ..;1 ",\'l.-''', ."r';-~ /.10 . . LAW OFFICES MARTSON AND SNELSAKER ,'" ... "., absolute discretion, to purchase orocherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, traqsfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a partd my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or un~ivided fractional shares in property different in kind from any other share; and to execute and deliver such instrumen~s as may be necessary to carry out any of these powers. I direct that my Executor and Trustee shall have. specific powers to comingle other assets which they may receive for the I I beneficiaries of the Trust, including, but not l~mited to I life insurance proceeds and savings accounts. 9. I I give my rings, including my diamond wedding band, and my personal effects, to MARGARET ANN KERR. IN WITNESS WHEREOF I have hereunto set my h~nd and seal this ~~~ of November, 1973. '1~IA' d",':t I ~. (SEAL) Mary Eil~ ~ SIGNED, SEALED, PUBLISHED and DECLARED by the above named Testatrix, MARY ELIZABETH HOLMES, as and for her Last Will and Testament, in the presence of us, who, at her request, have hereunto subscribed our names as witnesses thereto, in the presence of said Testatrix and of each ""~.,-,r.fAGE FOUR I.,~{..;.~,;, ~ ,. OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA l ss: COUNTY OF CUMBERLAND ~ This..................... ..:?~~!?:......................................... day of........... ..A...UgM'-~..................................... A.D., 19.7..~.., before me Richard E. Anderson, Register for the Probate of Wills and granting letters of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came .............. ..................................... W:q~~.M~.. f..~.. .~~';J; ~.9.N.. .~.~~...~~.. ~~... ;t1gQ~......................................................... the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of ......... .~~I..~~J;Y..~~1.ff. .~g~~......... .... .............. .............. Dated ...N~.y.~~l?~;... ~2.,..J.?7. ~ late of......... ~~.;..l:J..~ 1~..>>.9.~9.\J89.,....... .............. ........ ...... ......................... Cumberland County Pa., deceased who being duly ......~.......~W~~~.................. according to law, depose and say, that .....tb.e.y:..J!7.~X'~............... present, and saw and heard the testa..tx:iX....................., ...MARY..ELlZAB1'Ili..liOum.S......................... sign, seal, publish, pronounce and declare the said instrument of writing as and for her............ T~stament .................~~Q*~.................. \~d subscribed before j' \' ....... .......................................... t:.. .~~:~.~.............. Richard E. Anderson, Register .................................................................................. AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA l ss: COUNTY OF CUMBERLAND ~ ............................ .MARION ..D.... .HOIJm.S............................................................................................ .being duly ..................$.W9RW................... says that as nearly as can be ascertained the said decedent .......................... ................ ~~x... ~~J;~.l~f;.TIi.. ~Q~~.................................................................................................. .died on ........... .....FB.lDAy.................. the .. .......2.8th............. day of .... .......J.~X.................................. A.D., 19l.~.., at or about ......J:9.;.99........................ o'clock, f.~.M. ................. ~~9;1;'.~..................... ..and subscribed this ...... ........ ...... ).<?~~.......... ........ day of ...^~g,~~~....... 19, 7.8...., before i\ . ;1 J) (] , \\ ........v..~~.9=~......~.~.~~.............. Richard E. 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