HomeMy WebLinkAbout12-07-05
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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
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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
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Robert G. Frey, 46397
up. t. .. .
5 South Hanover Street ~
l:arlisle, Pennsylvania 17U13
ADDRESS
(717) 243-5M3M
PHONE
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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
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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 .
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No.
OEe
Date
3 2005
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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.
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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.
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Page 1 of 3
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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