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HomeMy WebLinkAbout12-07-05 - Estate of also known as PETITION FOR PROBATE and GRANT OF LETTERS Richard L. Morrison, Sr. No. 21-05- I () ((J 3 To: octal Secunty No. 206-321053 Register of Wills for the County of Cumberland in the 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 executors named in the last will of the above decedent, dated March 22, 2004 and codicil(s) dated N/A Decedent was domiciled at death in Cumberland County, Pennsylvania, with the Decedent's last family or principal residence at I ILI--'f- 5~4 ~ur~ners ~oad ( . ) ,--.)~j' l='.r",,,,," h ~ CarlIsle PA 17013 1St street, num er an Decedent, then at December 1, 2005 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: 96 Bears Road Carlisle Cumberland Count Penns Ivania 04 Bur~ners Road, CarlIsle, Cumber an ounty, ennsy vama 200,000.00 240,000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamenta testamentary; a ministratIOn c.La.; a thereon. Signature(s) of Petitioner(s) Residence(s) of Petitioner(s) 46 Bears Road, Carlisle, Pennsylvania 17013 504 Bur~ners Road, Newville, Pennsylvania 17241 ......'--.,\ \ n .n: ll'l 1- " 'UI hi! I- r,c, e(1 ~U1J(., J . -, -: f,."f, 1 I' -"l'~'i -j ir. : .:, \ (~\ ("\ ::.8 -lU JJ\JJ'V \JJ~U ~"v~ - OATH OF PERSONAL REPRSENTATIVE l:OMMONWEATLH Ot' PENNSYLVANIA l:OlJNTY OF l:lJMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed bef?re me this 7 n-- day of December, 2005 1::C/);/~Lr;,U O~;~'2i;p ~ Reglster No. Estate of Richard L. Morrison, Sr. &f~i~:~. 9. eora orn ~ /.O~n 1-.. ~ 111 (}1!U Il~- J I~05-- 1003 Deceased DECREE O~' PROBATE AND GRANT O~' LETTERS AND NOW December r-;..J'1- ,2005 in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, iT is DECREED that the instrument(s) dated March 22, 2004 , described therein be admitted to probated hIed of record as the last will of RIchard L. Morrison, Sr. ; and Letters are hereby granted to RIchard L. Morrison, Jr. and Ueborah Morrison Filed-J)A.C rJ FEES $ $ $ $ $ $ $ Total $ ,20~' Probate, Letters, Etc. Will Renunciation Short Certihcates ( ) JCP Automation Fee Hond LII D J..5 I~ 5 Lf ~ J.. ~lk,- WI//dW S}rt2Jhu;5C ~ Mtt'7~ /171 -;?/f7~ j .~ ~~~llS Robert G. Frey, 46397 up. t. .. . 5 South Hanover Street ~ l:arlisle, Pennsylvania 17U13 ADDRESS (717) 243-5M3M PHONE I '\j r_ ~-\ ,"~ (; ,~, t"' ,'"\ \ -r. .n\ 11\-1' L- ! .,.J '0 i:J{, I .. '..I ,'~., '--".....' - v '_ ii' I ~. ,~I _:("-\ ~t"\t.~.~("; ..,i\..) ...VI__"v - REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS --------------------------------- Estate of Richard L. Morrison, Sr. No. 21-05- ! {; h6 Also known as , Deceased (each) a subscribing witness to the will/codicil presented herewith, (each) being duly qualified accordi to law, depose(s) and say(s) that they were present and saw Richard L. Morrison, Sr. the testator, sign the same and that they signed as a witness at the request of testator in his presence aT (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this 7th day of December, 2005 Robert G. Frey A d JJ. /:' (1h i .~uth overStreet, Carl' , " M1, t1 L'( /(J) ,~ 1\.. );?CLL7' ' . I j) I d /1 , Register ^J..S ~C).... . I _? W~ n 1 ,n Lj{. l J J2( , Trisha A. Liess p 5 South Hanover Street, Carlisle, PA {~~U-d _ 17013 ,:j 1 ~'l .,-,! ! 1',~; "u. il:..l L ", "j' cr"~J7 - \...1 ~.j ~_, _'..,I' i"I This is to certify that the information here given is correctly copied fro~ an original cert.ific~te of death du~!,. filed with Local Registrar. The original certificate will be forwarded to the State Vital Records Office tor permanent tllmg. me as WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $6.00 ~~.~~~~ Local Registrar . p 12n/' h;f)')9 ,.) .~. w L. (- No. OEe Date 3 2005 ,--'",,\ t...:) 0= C:_.'l <~'1 ':J ;'Tl : ) "J :,: J , '.J n :=J ... J I --I {-".-....., -- c:) (0' '1"'; t1~~ ) f.:~~~ . ~ H105.143 Rev. 2187 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH DATE OF DEATH (Month, Day. Year) 4. December 1, 2005 STATE FILE NUMBER TYPE/PRINT 'N PERMANENT BLACK INK SOCIAL SECURITY NUMBER 3.206 32 NAME OF DECEDENT (First. Middle, Last) 1. Richatd L. Morrison AGE (Last Birthday) R Months Sr. BIRTHPLACE (City and State or Foreign Counlry) 7. Carlisle PA RHldence m ::~Iy) 0 RACE _ Amerlcan Indian, BlacK, VVhite, et (Specify) 10. W!;fi1te SURVIVING SPOUSE (tlwlfe,oNeml!lldel1neme) 62 .. COUNTY OF DEATH Yes. .;{\ Bb. CUmber land DECEDENT'S USUAL OCCUPATION (~:=:\w~lld~e~'ir~t Frank'ford twp Be. Old decodOnl ~~~~p? 17d.,O ~~ti~=~i~~ of MOTHER'S NAME (First, Midcl1e, Maiden surname) 1.. Esther Bender ~':~RM~Ef ~~~~ort&i~';""&rn~1"eZi"pX'0)17013 cilylboro LOCA liON - CityfTown, Stale, Zip Code ~ Plainfield, PA 24. 27. PART I: Enter the dtMases.lnturl.S or complicatlons whk:tl eMlMd th. death. list only one l*lH on udlllM. ..--:-- IMMEDIATE CAUSE (Final disease Of condition resulting In death)--+ 2.. : Approximate . interval betWeen ~onset and death A< 'Vf . Other significant conditions contributing to death. but not resulting In lhe underlying cause given in PART I V~o-.J CA L T U-r-~ DUE TO (OR AS A CONSEQUENCE OF)' E Seq.Mntially list conditions . if any. leading to immediate .. cause. Enter UNDERL YlNG CAUSE {Disease or irlury . .. lhallnitiated events restAting on dealtl } LAST WAS AN AUTOPSY VVERE AUTOPSY FINDINGS PERFORMED? AVAILABLE PRIOR TO COMPLETION OF CAUSE OF DEATH? DUE TO (OR AS A CONseQUENCE OF)' Due TO (OR AS A CONSEQUENCe OF): DATE OF INJURY (Month,Cay.VBaI) TIME OF INJURY INJURY AT VIJORK? DESCRIBE HOW INJURY OCCURRED MANNER OF DEATH )zl o o Homicide Pending Investigallon Could nol be determined o o YO'o NOD o ::CE OF INJURY _ At home, :. street, factOry,;~ 30e. buildinG. elc. (Speclf1l 300. Natural Accident Suicide Yes 0 No tid. Yo, 0 NOD 29. I- Z w o w () w o u. o w :; .. z 28a. 28b. CERTIFIER (CheCk only one) :l~~~~~tGJ::;~S~~hl.S=h~~J: t~ ::~ha=(:r~~:r,g~:~a~sr:t~r~~~.~.~~~~~~~.~~.~~:~.i:~.~.~~l... . .PRONOUNCING AND CERTIFYING PHYSICIAN (Physician both pronOlXlc\ng death and certifying to cause of death) To the best of my knowledge, death occurred at the time, date, and place, and due to the causes(s) and manner as stated,.. . .MEDICAL EXAMINER/CORONER On the basis of examination and/or Investigation, In my opinIon, death occurred at the time, date, and place, and due to the causes(s) and manner as stated.. 318. REG1STRAR'S SIGNATURE AND NUMBE blllc~ 1101 ;. LAST WILL AND TESTAMENT OF RICHARD L. MORRISON, SR. I, RICHARD L. MORRISON, SR., widower, of Lower Frankford Township, Cumberland County, Pennsylvania, (mailing address; 504 Burgners Road, Carlisle, PA 17013), being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executor or Executrices to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I further direct that all inheritance, transfer, succession, estate and death taxes, including interest and penalties thereon, which may be payable on account of my death shall be payable from the residue of my estate regardless of whether the assets upon which such taxes are based are included in my probate estate. 2. I declare that I am an unremarried widower and that I have two adult children, RICHARD L. MORRISON, JR., and DEBORAH MORRISON. I further declare that I have no other children. 3. Should I still have an interest in it at the time of my death, I give, devise and bequeath all my right, title, and interest in the farm having a mailing address of 96 Bears Road, Carlisle, to my said son, RICHARD L. MORRISON, JR., his heirs and assigns, provided that he shall survive me by a period of ninety (90) days. In the event that my said son should predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event I give, devise and bequeath the said real estate in equal shares to such of his children as shall survive me by a period of ninety (90) days, the share any deceased child would have received to pass to his or her issue, per stirpes, and if there be no issue, such share shall lapse and be added to the residue of my estate. 4. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my daughter, DEBORAH MORRISON, her heirs and assigns, provided that she shall survive me by a period of ninety (90) days. In the event that my said daughter should predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event all of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my son, RICHARD L. MORRISON, JR., his heirs and assigns, per stirpes. 5. Should any person less than 21 years of age be entitled to distribution from my estate, in such event the share that person would otherwise have received shall be paid to my hereinafter named Executor in trust. I authorize the herein named Trustee to receive and invest the same and to pay the income arising therefrom together with so much of the principal thereof as in his or her opinion is necessary or desirable to be expended for the proper maintenance, support and education of such person to or for the benefit of such person and upon such person attaining 21 years of age to pay to him or her the then remaining principal together with any undistributed income. 6. I hereby nominate, constitute and appoint my son and daughter, RICHARD L. MORRISON, JR., and DEBORAH MORRISON, or either of them, as Executors of this my Last Will and Testament, and I further direct that neither of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 7. In addition to the powers conferred by law, my hereinbefore named Truste,es and Executors.and their respective successors, are empowered: :,j a:) To invest any part of the trust corpus in such securItIes, investments, or oth~l"pr9perty as may be deemed advisable and proper, irrespective of whelHerijhtrgark-ar0'.a~tlY~rized for the investment of trust funds under the laws of any governing jurisdiction. ,,"_J -., -..,r\i ;:/-'\ (]"-:('it~_;r~'I(~,~]~, :',.) ]-.J:J':"J \-. j,~t"';\._./Vwg..J Page 1 of 3 (F. m7 I b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds and other securities, the powers of an individual owner who is not under trust obligation. c. To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase moneys arising therefrom. e. To keep on hand and uninvested such money as may be deemed proper and for such period as may be found expedient. f. To compromise, settle or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to anyone or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. And authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. J. To retain and invest in shares of stock of my Trustee. k. To retain any investments including mutual funds which I may own at the time of my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual funds as may be deemed advisable or proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. 1. To determine from time to time whether all or some portion of realized capital gains shall be treated as ordinary income for distribution to a beneficiary or treated as principal to be retained as part of the corpus, and such designation need not be consistent from one year to another. Page 2 of 3 /(01 IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on three (3) pages, this 2.A .) day of tIV/ et-v"c ~ ,2004. ~~/1~~ RICHARD L. MORRISON, SR. (SEAL) Signed, sealed, published, and declared by RICHARD L. MORRISON, SR., the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. j""W -/J A.eIL. Page 3 of 3