HomeMy WebLinkAbout11-14-05
Estate of ... ROBERT MORROW
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
1- I. U <;" -, N c)
No.
To:
Register of Wills for the
, Deceased. County of CUMBERLAND in the
Social Security No. 203-10-9431 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older and the execut rix named
in the last will of the above decedent, dated AUGUST 14. 2002
and codicil(s) dated NONE
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with
h is last family or principal residence at 105 S. STONER AVENUE. SHIREMANSTOWN. BOROUGH
OF SHIREMANSTOWN. PENNSYLVANIA
(list street, number and municipality)
Decedent, then 83 years of age, died 10/30/2005
at 105 S. STONER AVENUE. SHIREMANSTOWN. CUMBERLAND COUNTY. PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled 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
situated as follows:
105 S. STONER AVENUE, SHIREMANSTOWN, PA 17011
$
$
$
$
500.000.00
162.000.00
WHEREFORE, petitioner( s) respectfully request( s) the probate of the last will and codicil( s)
presented herewith and the grant ofletters TESTAMENTARY
thereon. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
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SUSAN M. HOCKLEY ,
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309 W. GREEN STREET
SHIREMANSTOWN
PA 17011
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEAL TH OF PENNSYL VANIA } ss
COUNTY OF CUMBERLAND
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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 represen-
tative(s) of the aooye decedent petitioner(s) will well and truly administer the estate according to law.
S worn to or affmr:~~ and subscribed
before me this 4=~ day of
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{ .x ,gf j J4/Yl " /)/r'J. jJerU:jj LV l'
SUSAN M. HOCKLEY -cr-- ~
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fhis is to certifv that the information here given is correctly copied from an ong'j~; tI ccnii:a l' ) J:;,th duly filed with me as
LlK'al Registrar. The original certificate will be forwarded to the State Vital Rec\'l\s O:T l L' fO'J ~I m~ nent filing,
WARNING: It is illegal to duplicate this copy by photostat or photograph.
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I.ocd Rl gistrar (
Fee for this certificate. S6,()()
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OCT 3 1 Z005
No,
Date
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NAME OF DECEDENT lFlrsl. Middle. LaSl)
SEX
STATE FilE ~UMBER
SOCIAL SECURITY NUMBER
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DAlE OF OEA1EJ,'.\cnth. 08'1. 'fear)
tv. 2187
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
,.
AGE (LaS1 Blrttxlay) UNDER 1 YEAR
Mon1hs Cays
J. Robert Morrow
UNDER 1 DAY
Hc:Jurs Minules
.. male
3. 203 - 10
- 9431
'Dctober 30 2005
OECEDENl'S USUAL OCCUP.IJ'ION
(Give Iund of work done dUring most
of WOl'king life; do not use retl1ed)
1tL Owner 1tb. Photo CO.
DECEDENT'S MAILING ADDRESS ($Ireet. CrtyfTown. Stale. Zap Code) DECEDENT'S
ACTUAl
RESIDENCE
(See Instruchofls
on orher SIde)
WAS DECEDENT EVER IN
U.S. ARMEO FORCeS?
....119 NoD
DECEDENT'S EOUC.IJ'ION MARITAL STATUS - Married
S I onl hi hest ade com ieled Never Married. Widowed.
Elementary/Secondary I I 'l Coltege Divorced (Specify)
13. 1()"2} ~ 1'.'",5+' ,..Widowed
Pennsylvania Old 17..O....,_...-;n
<hcedenl
Min.
Cumberland lownsNp' 17.u~="'=OI
MOTHER'S NAME (Fitst. Middle. Malden Surname)
~;:;lfyl 0
83 v,.
BIRTHPLACE (C,ry and PlACE OF DEATH ICt-eck of'\ly t)r'\e -- ,;ee ,nstrucl~ on omer Sloel
Slale Of Fcretgn Country) HOSPITAl:
Newport, PA Inpa'ionlo ERIO...."en,O DCA 0
7. Ia.
FACilITY NAME {II notlnsN'Ullon. gIve slreel and numben
RACE. American Indian. Black, While. "tc.
tSpecdy}
..
COUNTY OF DEATH
...
Cumberland
Ie. Shiremans town
105 S. Stoner Ave.
,..
Whi te
KINO OF BUSINESS/INOUSTRY
SURVIVING SPOUSE
(II w,le. give maiden name)
105 S. Stoner Ave.
Shiremanstown, PA 17011
,6.
FATHER'S NAME (Fitst. Middle. Last)
17.. State
1Wp,
17b. Coon
Shiremanstown
cOv-".
22..
To 1he Slot my knowledge. death occurred alltwt time. dale ana place Slal8<l
(SIgnalure and Tine)
,..
INFORMANT'S MAILING ADDRESS (Slreet. CityfTown. Stale. Zip Code)
2~.301 W. Green St., Shiremanstown, PA 17011
PI...ACE OF DISPOSITION - Name of Cemetery, Cremalory lOCATION. CitylTown. State. rIP Code
Of Other Place
11.
INFORMANT'S NAME (T ypa'Prinl)
....
METHOD OF OtSPOSITIQN
Buria' 0 C'.mahon 119
Other S Ify\
Susan M. Hockley
Removal "om Stat8 0
RSON ACTING AS SUCH
11-1-05
UCENSE NUMBER
011654-L
.,JIo 1 linger Crema tory
NAME AND ADDRESS OF FACilITY
.,i.lt. Holly Springs, PA
22Mvers-Harner FH, 1903 Mk~ St
lICENSE NUMBER
CH. PA 17011
DATE SIGNED
(Monltl. Dav. Year)
hems 24.215 must be comp(8led by
per!IOn whO pronounces death.
2311.
TIME OF DEATH
DATE PRONOUNCED DEAD (Monm. Day, Year)
23b. 23c.
:S CASE RM'f)O ~;~:r~'NERlCORONER? No 0
r Approximale PART II: Other signiflcanl condilions contfibu1ing to dealh, bul
: interval between not resuning in the undeItying cause gw.n in PART I.
I onsel and death
,
i
24. 25.
27. MAT I: Enter fhe diseases. injurkts or complications which caused Ihe dealh. Do nol enter the mode of dying. such as cardiac: or respiralory arrest shOck or hean failure
liS! only one cause on each line
"'EOIATE CAUSE (Final
dIseaSe or condrtion
r~ll"ldea!h)-
L i.v~e:-
~ A..C <i., t# 0 tMfl
DUE 10 {OR AS A CONSEOUENCE Ot-l:
Sequen6a1ty IiSI conditions
it wry, leading to immediate
cause. EntlJf UNOERLYtNG
CAUSE (Disease or InjUrV
1ha1ll"lltiatedevenls
resuIbnQ in death) LAST
DUE 10(00 AS A CONSEOUENCE Of):
DUE 10 (OR AS A CONSEOUENCE OF):
WAS AN AUTOPSY
PERFORMED?
d.
WERE AUTOPSY FINDINGS
AVA.lLABLE PRIOR 10
COMPLETION OF CAUSE
OF DEATH?
MANNER OF OEATH
Nalural
.~
o
o
DATE OF INJURY
(Monrh. Dav. Year)
TIME OF INJURY
INJURY J('( WORK?
DESCRIBE HOW INJURY OCCURRED.
Aceidenl
Pending Inveshgalion
o
o
o ~ce OF INJURY. At home, fa~.O:;eel,lacto(v, office
building. ele. ISpacllvl
300.
Yes 0 NoD
HomiCide
No
ve.o
No 0
M. 30e.
33,
/a/~
~1/.p(I/( I
o
_0
Sutcide
Coutd not be delermlned
a.. 28b.
CERTIr:tER (Check only one)
-CERTIFYING PHYSICIAN (PhyslCoan cert"vmg cause 01 death when anOlher phYSiC>an has pronounced dealh ana completed lIem 23\
To Ihe be.t of my knowledve, de.th ~urred dtM10 the caUM(S) and manner.s slated. , .
29.
-PRONOUNCING AND CERTIFYING PHYSICIAN (PhySIClCln bolt1 ;,)mnOUf1C1ng aealh and ce(1!tYlng 10 cause 01 C1ealh)
To the besl ot my knowledgl'!, de-ath occurred at lhe lime. dale, and place. and dVfllo lhe cau5l!(s) and manner as slaled..
-MEDICAL EXAMINER/CORONER
On the b..is of examination and/or inveslig31ton, in my opinion, death occurred at the time, date, and place. and due to the cause(s) and
manner as stated.. .
313.
REGISTRAR'S SIGNAT
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No. ry. \~D~ -loi)(I
Estate of .J. ROBERT MORROW
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW?? tlYc~nly;^-- I '-(r-h ZL:05 , in consideration of the petition on
the reverse side hereof, satisfactory proof having bee~resented before me,
lT IS DECREED that the instrument(s) dated 8/14/2002
described therein be admitted to probate and filed of record as the last will of .J. ROBERT MORROW
and Letters TESTAMENTARY
are hereby granted to
SUSAN M. HOCKLEY
FEES
Probate, Letters, Etc.. . . . . . . . $
Short Certificates ( }...... $
ReOllnl'illtiet'l. . J .( e t m,il'. . $
~'vi If $
TOTAL 5<1 &' $
Filed.~:il.V: J'i, li)l?5~. . . . . .
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ATTORNEY (Sup. Ct. 1.0. No.)
54 EAST MAIN STREET
MECHANICSBURG PA 17055
ADDRESS
717-697-4650
PHONE
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LAST WILL AND TESTAMENT
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BE IT REMEMBERED THAT
I, J. ROBERT MORROW, a resident of Cumberland County,
Pennsylvania, being of sound mind, memory and understanding, do make,
publish and declare this to be my LAST WILL AND TESTAMENT, hereby
revoking any and all Wills and Codicils previously made by me.
I
I declare that I am married to ERNESTINE S. MORROW, and that I have
three (3) children, SUSAN M. HOCKLEY, JAMES R. MORROW, JR. and WILLIAM
D. MORROW.
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II
I direct that all my just debts and funeral expenses shall be paid from my'
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residuary estate as soon as practicable after my decease.
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III
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I direct that all taxes that may be assessed in consequence of my death,
of whatever nature and by whatever jurisdiction imposed, shall be paid from
my residuary estate as a part of the expense of the administration of my estate.
IV
I give and bequeath my marble top washstand and my child's rocking chair
to my daughter, SUSAN M. HOCKLEY, per stirpes.
V
I give and bequeath a marble top table to my son, JAMES R. MORROW,
JR., per stirpes.
VI
I give and bequeath a marble top table to my son, WILLIAM D. MORROW,
per stirpes.
VII
I give, devise and bequeath, all of the rest, residue and remainder of my
property, whether real or personal, wherever situate, including any property over
which I may have a power of appointment as follows:
"
A. TWO PERCENT (2%) to each of my five grandchildren, pursuant
to the hereinafter included Trust.
B. THIRTY-SIX PERCENT (36%) to my daughter, SUSAN M.
HOCKLEY, pursuant to the terms of the hereinafter included
Trust.
C. TWENTY-SEVEN PERCENT (27%] to my son, JAMES R.
MORROW, JR., pursuant to the terms of the hereinafter included
Trust.
D. TWENTY-SEVEN PERCENT (27%) to my son, WILLIAM D.
MORROW, pursuant to the terms of the hereinafter included
Trust.
VIII
I have given a greater percentage of my estate to my daughter, SUSAN,
because I have asked her not to take a commission for the work that she will
perform as Executrix. I also wish to express appreciation to SUSAN, JAMES AND
WILLIAM, for the great deal of assistance that they have given me in caring for
my wife, ERNESTINE.
IX
TRUST
I appoint MURREL R. WALTERS, III, ESQUIRE, as Trustee of the property
that I have given to my children and grandchildren.
A. The assets that are transferred to the Trust shall be divided into
separate accounts for each of my children and grandchildren.
B. The Trust Estate should be administered for a period of four (4)
years after the initial payment is made to each of my beneficiaries.
C. The Trustee shall distribute the principal and accumulated interest
in each separate account to my beneficiaries utilizing approximately
five (5) equal payments.
D. The Trustee shall make a payment of twenty percent (20%) to each of
the beneficiaries as soon as is practical during the course of my
estate administration.
On the next four anniversaries after the
initial payment, approximately twenty percent (20%) of the original
principal, along with any accrued interest or earnings shall be
distributed.
E. My children or grandchildren, as beneficiaries of this Trust, shall not
have any right to alienate, encumber, or hypothecate his or her interest in the
principal or income of the Trust in any manner, nor shall any interest be subject
to claims of his or her creditors or liable to attachment, execution or other
process of law.
F. In order to carry out the purposes of this Trust established by this
Will, the Trustee, in addition to all other powers granted by this Will or by law,
shall have the following powers over the Trust estate, subject to any limitation
specified elsewhere in this Will:
1) To retain any property received by the Trustee estate for
as long as the Trustee considers it advisable.
2) To spend funds for the maintenance and repair of real
property .
3) To sell at public or private sale, exchange or lease for a
period of time any real or personal property and give
options for sale of the lease.
4) To execute and deliver any deeds, leases, assignments
or other instruments as may be necessary to carry out the
provisions of this Trust.
5) To borrow money and to mortgage or pledge any real
or personal property.
6) The Trustee shall maintain accurate records and accounts
and shall render statements to my beneficiary hereunder
showing receipts and disbursements of principal and
income no less frequently than annually. The Trustee
shall serve without bond and shall receive fair and
reasonable compensation for administration of this Trust,
not to exceed five (5%) percent of annual income.
7) To distribute property in kind.
8) To do all other acts that are in his judgment necessary or
desirable for the proper management, investment and
distribution of the Trust estate.
x
I nominate, constitute and appoint my daughter, SUSAN M. HOCKLEY, as
Executrix of this LAST WILL, to serve without bond. If my daughter is unable or
unwilling to act in that capacity, then I nominate, constitute and appoint my
sons, JAMES R. MORROW, JR. and WILLIAM D. MORROW, as Co-Executors of
this LAST WILL, to serve without bond. If either one is unable or unwilling to act
in that capacity, then the other shall act alone as Executor of this LAST WILL, to
serve without bond.
.'
IN WITNESS WHEREOF, I, J. ROBERT MORROW, have set my hand to
this LAST WILL this Itfl?, day of If/-c-[L"'J 1- , 2002.
l
~-(.-';;0-Yu-e.
OBERT MORROW
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Signed, sealed, published and declared by the above-named J. ROBERT
MORROW, as and for his Last Will and Testament, in the presence of us, who, at
his request and in his presence, and in the presence of each other, hav hereunto
I
!U~}Yl ~
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
I, J. ROBERT MORROW, Testator, whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my LAST WILL; that I
signed it as my free and voluntary act for the purposes therein expressed.
lLL~,,-<~/
J: OBERT MORROW
Sworn or affirmed to and acknowledged before me by J. ROBERT MORROW,
Testator, this 1'111-- day of 4"1 US .j- , 2002.
~~ c/~ ik;.Ct~
Notary Public
NOTARIAL SEAl
DEBORAH l. AY AN NOT.
c'~C~eMCHAN'CSBURG: CUMB~AJ:O~~~~TY
MISSION EXPIRES JUNE 11, 2006
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
we,fl!ft?f?fl, f2 WA L \CK)~d - 2')lo,jj~ /ll. ,,~,y\,iJl-.- ,
the witnesses whose names are signed to the attached or foregoing instrument,
being duly qualified according to law, do depose and say that we were present
and saw Testator sign and execute the instrument as his LAST WILL, that J.
ROBERT MORROW, signed willingly and that he executed it as his free and ~,
voluntary act for the purposes therein expressed; that each of us in the hearipg
and sight of the Testator signed the Will as witnesses; and that to the best 0 our
knowledge, the Testator was at the time 18 year; 19. e or more,.,~f%. mind
and under no constraint or undue influence. r 11<< ~/~
o~ b1~Jn~
Sworn or affirmed to and acknowledged before me
this l<j ~ay of 4U7"~ f- , 2002.
~cldlr~
Notary Public .
NOTARIAL SEAL
DEBORAH L. RYAN, NOTARY PUBLIC
CITY OF MECHANICSBURG, CUMBERLAND COUNTY
MY COMMISSION EXPIRES JUNE 11, 2006