HomeMy WebLinkAbout11-02-05
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Claudia S Grant
also known as
No. 21-- ~ 5 - ~ ~ ...,
, Deceased
Social Security No. 578-30-1238
David N.W. Grant III
Petitioner(s), who is/are 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
the Decedent, dated 08/15/2001 and codicils dated
Executor
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.t.a; d.b.n.c.t.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:
Name
Relationship
Residence
(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 4 Pine Circle, Newville
c
(list street, number, and municipality)
Decedent, then
83
years of age, died
10/02/2005
at West Pennsboro Township, PA
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl 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
$
$
$
$
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 appropriate form to the undersigned:
Signature
Typed or printed name and residence
5 Warner Road
Maplewood, NJ 07040
David N.W. Grant III
l ~~(}JyJ/~
Prepared by the Pennsylvania Bar Assoclallon
Copyright (c) 2004 form software only The Lackner Group, Inc
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10,000.00
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 estate according to law. H ~
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Sworn to or affirmed and subscribed '
<<, ,)~
before me this.;... day 8f
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Forthe~~
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No.
Estate of
Claudia S Grant
also known as
Social Security No: 578-30-1238
AND NOW,
~~~x,^l?;.x~
~
David N.W. Grant III
21-- ~ S - ~ ~ \
, Deceased
Date of Death:
10/02/2005
~~~S
, in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary D of Administration
are hereby granted to David N.W. Grant III, Executor
in the above estate and that the instrument(s) dated
8/15/2001
(..".J
(c.I.a.; d.b.n.c.l.a., pendente lite; durante absentia; durante minoritate)
described in the Petition be admitted to probate and filled of record as the last Will of Decedent.
FEES
Letters
~s ,~~
......$
Short Certificate(s).. ...5. ..... $
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'Re, ,ul ,GilltisR. \)4\ \.L
. $
\S.~'0
Affidavits (
...........$
Extra Pages
.... .............$
Codicil...
..$
JCP Fee
..$
\ \J .~"'~
Inventory .................. $
Other~.~~..~ ~~..... $
S~~
TOTAL"",......""",..""... $
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Prepared by the Pennsylvania Bar Association Copyright (c) 2004 form software only The Lackner Group, Inc.
10. No 72190
Address: Goldberg Katzman, P.C.
Harrisburg, PA 17108
Telephone1 717-234-4161
E-Mail:
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Form RW-1 (1991)
Register of Wills of Cumberland County, Pennsylvania
OATH OF NON-SUBSCRIBING WITNESS
Estate of Claudia S. Grant
No. 'J..\ ~~S .C\~~
also known as
, Deceased
David N. W. Grant. III and Dorothv G. Reed
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that she/he/they
was/were familiar with the signature of Claudia S. Grant
, testator(rix) of the will/codicil
presented herewith, and that such subscriber(s) believes the signature on the will/codicil is in the handwriting of
Claudia S. Grant
to the best of such subscriber's knowledge and belief.
~ '-:,( ~vJ,~o.-.T ~
(Signature)
David N. W. Grant. III. 5 Warner Road, Maplewood, NJ 07040
(Address)
.._,-~~~
--....!_---
~Signature)
Dorothv G. Reed, 316 Glendale Street. Carlisle, PA 17013
(Address)
Sworn to or affirmed and subscribed
before me this
J. ~~
day of
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For the Register
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Form RW-12 (Dauphin County- Rev. 9/92)
127895.1
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Thi" is to certify that the information here given is correctly copied from an original certificate of death duly filed \'/ith me as
Lou I Registrar. The original certificate will be forwarded to the State Vital Records Office for permancnt filing,
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate. S6.00
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OCT 3
2005
No.
Date
r-
C)
H105.143 Rev. 21a7
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
TYPE/PRINT
'N
PERMANENT
BLACK INK
STATE FilE NUMBER
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<C
;;;
P.
SEX
2.
F
SOCIAL SECURITY NUMBER
3. 578 30
1.
AGE (Last Birthday)
5. 83 Vrs.
COUNTY OF DEATH
:~fy)D
RACE -American Indian, Black, 'Mlile, at
(SpeCify)
,..White
SURViVING SPOUSE
(lfwife,gl"emllldennlllTlle]
q>j
s..Cumber land
DECEDENrS USUAL OCCUPA lION
(~~:=:~~~fJ~~~~1
twp
17b. Countv Cumberland 17d.D ~~hi=:~\i~:~of
MOTHER'S NAME (First, Middle, Maiden Surname)
1.. Mary Whitney deLashmutt
~~oR~1'6s t;1~~J'.~s &t.'. ~'~C3riisf~c;'epA 17 0 13
PLACE OF D1SPOSITlON- Name of Cemetery. Crematory LOCATION - CityfTown, Stata, Zip Code
orOltwPlace
2JMrns-Eagle Cr6T1ation Srv il., Leola, PA
NAME ANO ADDRESS OF FACILllY
::E.vin Brothers Funeral
LICENSE NUMBER
23..RN 5~2 <0<63 L
cilylboro
i?
e
2..
: ApproXimate
, interval between
: onset and death
- :Z\)Os-'
WAS CASE REFERRED TO
Ve.
IMMEDIATE CAUSE (AIl8I
disease or condItion
resulting in death)--+
V)
d
Sequentiany list conditions
, if any. leading to immediate
. cause. Enter UNDERLYING
CAUSE (DIsease or Injury
. that initiated events
resulting on death) LAST
DUE TO (OR AS A. CONSEQUENCE OF)'
E
OUE TO (OR ASA NC
WAS AN AUTOPSY VVERE AUTOPSY FINDINGS
PERFORMED? AVAILABLE PRIOR TO
COMPLETION OF CAUSE
OF DEATH?
MANNER OF DEATH
z(
Accident 0
o
DATE OF INJURY
(MOIllh, Day, V.ar)
TIME OF INJURY
INJURY AT V\oClRK? DESCRIBE HOW INJURY OCCURRED
1
c.J
>-
~
o
w
U
w
o
"-
o
w
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<(
Z
Homicide
Pending InveStigation
Could not be determIned
o
o ve.O NoD
o ~CE OF INJURY _ AI home, ::~. street, factory, o:~ 3Dc,
bulldlng,etc.ISpeclft)
3De.
Natural
NOGY
Yes 0 No
ve.O
Suicide
288. 28b.
CERTIFIER (Check only one)
~l~~r:~Gof~~~~Jt7J.~~~h~rtgtl~~= t~ g,eea~.~~:~~3~~X~~ra~s ~~~~~~~.~~~~. ~~.c:?~~~?~~.t~~~?~l.,.
2..
-PRONOUNCING AND CERTIFYING PHYSICIAN (Physician both pronouncing death and certifying to cause of cle81h)
To the best of my knowteclge, death occurred at the time, d.re, .nd place, .nd due to the causes(.) and manner aa atated.
-MEDICAL EXAMINERlCORONER
On the bals of eumlnatlon .ootor InvesUgltlon, In my opinion, de.th occurred at the time, dlte, .00 place, .nd due to the cau..a{allnd
m.nner.a~.d.. ......,............. ....... ..............". ,... ................
318.
REGISTRAR'S SIGNATURE AND NUM
33.
34.
.
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LAST WILL AND TEST AMENT
OF
CLAUDIA S. GRANT
This Last Will and Testament
was prepared for
CLAUDIA S. GRANT by
Chris A. Owens, Attorney At Law
307 Allegheny A venue
Towson, Maryland 21204
(410) 321-9349
C-.J
LAST WILL AND TEST Al\1ENT
OF
CLAUDIA S. GRANT
I, CLAUDIA S. GRANT, of Baltimore County, State of Maryland, being of sound and
disposing mind and hereby intending to dispose of all property belonging to me at my death, of
whatsoever kind and wheresoever situate, do hereby make, publish and declare this to be my
Last Will and Testament, and hereby revoke all former Wills and Codicils that may have been
heretofore made by me.
ARTICLE I.
I direct that the costs of the administration of my estate and my funeral expenses,
including the cost of a suitable burial lot and perpetual care thereof and the cost of the erection of
a suitable marker at my grave (or such of these as have not otherwise been provided for during
my lifetime) shall be paid from my residuary estate. The amount to be expended for all burial
arrangements shall be free of any limitation imposed by law and shall not require an order of
court.
ARTICLE II.
I have made provision in the CLAUDIA S. GRANT REVOCABLE TRUST I for the
payment of all estate, inheritance, succession, and other death taxes payable by reason of my death,
whether in respect of property passing under this Will or otherwise, out of the property of such Trust
in accordance with the terms and limitations thereof, and I do hereby confirm such directions.
ARTICLE ill.
I give my tangible personal property and all unexpired insurance thereon to my children,
DAVID N. W. GRANT, ill, JAMES S. GRANT and DOROTHY G. REED, who survive me in
as nearly equal shares as may be practicable considering the nature of the articles to be divided
and having due regard for the preferences of my children, who in the sole judgment and
discretion of the Personal Representative shall be capable of expressing a reasonable preference.
All final decisions regarding the allocation of my tangible personal property among my surviving
children shall be in the sole discretion of the Personal Representative. All such articles not so
distributed may be sold or otherwise disposed of as the Personal Representative may deem
advisable and the net proceeds thereof shall be distributed in equal shares unto my surviving
children. I direct the Personal Representative to pay any costs of insurance, storage and
transportation incurred in the distribution of the aforesaid items of personal property from my
residuary estate.
ARTICLE IV.
I give all the rest and residue of my estate of whatsoever kind, nature and description and
wheresoever the same may be situate, which I may now own or be entitled to at the time of my
death, or over which I have a power of testamentary disposition, to the CLAUDIA S. GRANT
REVOCABLE TRUST I, created by me during my lifetime, as amended from time to time, to be
added to the principal and retained in trust and/or distributed in the same manner and under the
same conditions as would have applied to the principal of the trust had it been created at the time
of this distribution.
ARTICLE V.
I hereby confer upon the Personal Representative all powers necessary for the
administration of my estate, and for such purposes:
A. I authorize the Personal Representative to sell at public or private sale any real or
personal property owned by me at the time of my death, at such price or prices and upon such
terms and conditions as the Personal Representative may deem advisable or proper, and to
charge all broker's commissions and other expenses of sale as estate administration expenses;
also to deed, assign, convey, mortgage, lease, borrow, invest money, and otherwise to deal with
my estate as the Personal Representative, in the sole and absolute discretion of the Personal
Representative, and to compromise claims against or owing to my estate; and to vote in person or
by either limited or general proxy securities constituting a part of my estate without liability for
loss by reason of the exercise of such voting rights; and to execute guarantees and indemnity
agreements binding my estate; and to employ counsel in the administration of my estate,
charging all such counsel fees as estate administration expenses and not as a diminution of the
2
compensation which the Personal Representative may be allowed; all of which powers shall be
exercised without prior application to or subsequent ratification by any court having jurisdiction
over the administration of my estate. It is my intention that the enumeration of the above powers
shall not be a limitation upon the exercise by the Personal Representative of other powers
conferred upon the Personal Representative by law.
B. During the administration of my estate, the Personal Representative may make
advances on the Personal Representative's commissions, on counsel fees, accounting fees,
experts' fees, and on other fees, expenses and charges incurred in the administration of my
estate, prior to the judicial settlement of the accounts of the Personal Representative as the
Personal Representative may determine to be just and reasonable.
C. I authorize the Personal Representative to employ any investment counsel,
corporate custodians, agents, accountants, brokers and attorneys which the Personal
Representative may select and pay the charges thereof from the income or principal of my estate;
and I direct that the Personal Representative, or a partnership, corporation or other entity in
which the Personal Representative shall be interested or by which the Personal Representative
shall be employed may be retained in any such capacity, and that, in such event, the charges
which shall be payable to the Personal Representative or to any such partnership, corporation or
other entity shall be in addition to commissions or compensation otherwise allowable to the
Personal Representative and may be paid without prior judicial approval.
D. I hereby authorize the Personal Representative to carry out the terms of any valid
agreement to which I am a party, and which is in existence at the time of my death.
E. The Personal Representative shall be absolved and exonerated from any
individual responsibility or liability for any loss which may result to any property passing under
this Will or otherwise than under this Will or which may result to any person in connection with
the exercise or non-exercise of the powers, authority or elections granted to the Personal
Representative under this Will or conferred by law so long as the Personal Representative shall
have been acting in good faith and without gross negligence.
F. I authorize the Personal Representative to make any tax election permitted by law
3
and to make or not make any adjustment of any interests by reason of any such election, in such
manner as the Personal Representative deems best, regardless of the effect on any interests under
this Will. Without limiting the foregoing, the Personal Representative may elect or choose (i)
the time of payment of estate or inheritance taxes, including taxes on a life or remainder interest;
(ii) payment of such taxes in installments; and (iii) to allocate any portion of my generation-
skipping transfer tax exemption.
ARTICLE VI.
I hereby nominate and appoint my son, DAVID N. W. GRANT, III, to be the Personal
Representative of this, my Last Will and Testament. I direct that the Personal Representative be
excused from the necessity of giving bond, other than that required by law. In the event of the
death, resignation, or inability to serve of my son, DA VID N. W. GRANT, III, I hereby
nominate and appoint my son, JAMES S. GRANT, and my daughter, DOROTHY G. REED, as
substitute Personal Representatives. I hereby confer upon the substitute Personal Representatives
the same powers, discretion, duties, and immunities given to the one originally named herein.
ARTICLE VII.
A. Wherever in this Will reference is made to the masculine gender, it shall be
construed to include the feminine gender and vice versa unless the context clearly indicates
otherwise.
B. Wherever in this Will reference is made to the Personal Representative either in
the singular or plural as "it" or "its," "they" or "them," it shall be construed to include any person
or persons who shall be acting in said capacity from time to time.
seal thi s
IN TESTIMONY WHEREOF, I have hereunto subscribed my name and affixed my
/S-a. day of W6U5T , 2001.
O"L(c;I-~ ~~ ~r
CLAUDIA S. GRANT
(SEAL)
SIGNED, SEALED, PUBUSHED and DECLARED by the above named Testatrix,
4
. .
CLAUDIA S. GRANT, as and for her Last Will and Testament, in the presence of us, who at her
request, in her presence and in the presence of each other, have hereunto subscribed our names as
witnesses.
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