HomeMy WebLinkAbout03-17-06
Register of Wills of Cumberland County, Pennsylvania
Estate of JOSEPH H. DURNAN
a/k/a JOSEPH HAROLD DURNAN
PETITION FOR GRANT OF LETTERS
,~I-C((- 3~
057-07-8284
Deceased
No.
Social Security No.
MARY ALICE CASSIDY
Petitioner, who IS 18 years of age or older, applies for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner is the executrix named in the Last Will of
o
the Decedent, dated
October 20. 1998
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 to victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
(d.b.n.c.t.a.: pendente 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:
I
COMPLETE IN ALL CASES:
I
Attach additional sheets if necessary.
Relationship
Residence
Name
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at
303 Messiah Circle, Upper Allen Township. Mechanicsburq, Cumberland County Pennsylvania 17055
(List street, number and municipality)
Decedent, then 99
years of age, died January 31, 2006
at Messiah Villaqe, Mechanicsburq, 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 ......................................................................................................................$
T otal......................................................................................................... $
5,500.00
5,500.00
Real Estate situated as follows:
Wherefore, Petitioner respectfully requests the probate of the last Will presented with this Petition and the grant of letters in the
appropriate form to the undersigned:
T ped or printed name and residence
Mary Alice Cassidy
25 Conwa Drive Mechanicsbur ,PA 17055
(l(, .;
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The Petitioner above-named swears and affirms that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner and that, as personal representative of the
Decedent, Petitioner will well and truly administer the estate according to law.
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MARY ALI~E CASSIDY
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Sworn to and affirmed and subscribed
Before me this. _.Ll___ day of
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t / i; i
No.
Estate of
,2006.
,;
.......,.'
-~)J LU'('Aj\
JOSEPH H. DURNAN , Deceased.
Date of Death:
January 31,2006
Social Security No: 057-07-8284
AND NOW,
(' / (
I I
,2006, in consideration of the foregoing Petition, satisfactory
proof having been presented before me,
IT IS DECREED that Letters Testamentary are hereby granted to
in the above estate and that the instrument dated October 20th, 1998
admitted to probate and filed of record as the last Will of the Decedent.
Mary Alice Cassidy
described in the Petition be
FEES
Letters...... .....................
Short Certificate(s)
Renunciation............. .
Affidavit ( )..................
Extra Pages ( ).......
Codicil............................
JCP Fee.......................
1i=l\l~Rt8i:y (~, '1-"
. .. ...i..I..... .\,..l.....
Other.....~~4.l.L..L'"'.........
TOT AL.........
$
$
$
$
$
$
$
$
$
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'Register of Wills
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Attorney: Edmund G. Myers
I.D. No: 20558
Address: Johnson, Duffie, Stewart & Weidner,
301 Market Street, P.O. Box 109, Lemoyne, PA 17043-
Telephone: 717-761-4540
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COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
STATE FlU:: NUMBER
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011345-00001/10.13.98/EGM/SR/114332.1
14ast Mill aub Wtstamtut
of
JOSEPH H. DURNAN
T, JOSEPH H. DURNAN, of Upper Allen Township, Cumberland County, Pennsylvania, 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 or Codicils at any time
heretofore made by me.
ARTICLE I
T direct the payment of my legally enforceable debts and expenses of my last illness and funeral
from my Estate as soon after my death as conveniently may be done.
ARTICLE II
I give and bequeath my household and personal effects and other tangible personalty of like
nature (not including cash or securities), together with any existing insurance thereon, unto those of my
children, J. RICHARD DURNAN, MARY ALICE CASSIDY, PAUL H. DURNAN, ELIZABETH
DURNAN - HOWERTON, and R. EMMETT DURNAN, who survive me, to be divided among them
as they may agree, and in the absence of such agreement, I direct that my Executor or Successor to
determine the manner and method of distribution of same.
ARTICLE III
I give, devise and bequeath all the rest, residue and remainder of my estate, of whatsoever nature
and wheresoever situate, unto the then-acting trustee of my Revocable Trust Agreement dated November
18, 1997, amended :-) L D f).&
W , 1998, and any other amendments thereto or substitutions
011345-00001/10.13.98/EGM/SR/114332.1
therefore, in Trust, to be administered by said Trustees under the provisions of said Trust Agreement. If
no such agreement is in effect at the time of my death, I give, devise and bequeath all the rest, residue and
remainder of my estate, unto MARY ALICE CASSIDY, and should she not then be living or fail to
qualify or cease to so act, then unto ELIZABETH HOWERTON, as Trustee under and subject to the
terms and conditions of a Trust, which terms and conditions shall be exactly the same as those specified
in the aforesaid Trust Agreement, as amended, as it existed at the time of the execution of this Will or of
the last codicil hereto, with like effect as if those terms and conditions were set forth and incorporated
herein verbatim.
ARTICLE IV
I name, constitute and appoint my daughter, MARY ALICE CASSIDY, Executrix of this my
Last Will and Testament. Should my daughter, MARY ALICE CASSIDY, fail to qualify or cease to so
act, then I name the first of my other children, in the following order, who qualifies as alternate Executor
(Executrix) of this my Last Will and Testament:
A. ELIZABETH DURNAN - HOWERTON;
B. J. RICHARD DURNAN;
C. PAUL H. DURNAN; and
D. R. EMMETT DURNAN.
I direct that none of the fiduciaries named herein shall be required to post bond for the faithful
admimstration of the duties required in any jurisdiction.
ARTICLE V
My Executrix and Trustee (hereafter Fiduciaries) shall have the following powers in addition to
those vested in them by law or by other provisions of this Will applicable to all property, whether principal
or income, including property held for minors, exercisable without court approval and effective until actual
distributJon of all property:
A. To retain as an investment any and all property, real and personal, owned by me at my
death.
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011345-00001/10.13.98/EGM/SR/114332.1
B. To invest and reinvest, including principal and accumulated income, in stocks, bonds,
mortgages, securities or other property, real and personal, without being limited to the classes of securities
or investments in which fiduciaries are authorized by law to invest.
C. To sell any and all real estate held as an asset of my estate at such times, at public or private
sale, for such prices and upon such terms as shall be deemed advisable, and to make, execute and deliver
any deed or deeds therefor, conveying title thereto in fee simple absolute or for any lesser estate, to any
purchaser or purchasers.
D. To sell, exchange, lease, encumber, option or otherwise dispose of all or any portion of my
estate in such manner and upon such terms and conditions as shall be deemed advisable and to make,
execute and deliver deeds, mortgages, leases, assignments and other documents necessary to effect any of
the powers granted herein.
E. To make distribution of my estate to any person entitled thereto in kind, in cash or partly in
kind and partly in cash, as shall be deemed advisable, and to this end the allocation of assets in kind shall be
at the sole discretion of my Fiduciaries.
F. To register or carry any investments held hereunder in my Fiduciary's own name or in the
name of a nominee or nominees. All such investments shall be designated upon the records of my
FIduciaries so that the estate to which the investment belongs shall appear clearly at all times.
G. To vote by person or proxy any and all stock held in my estate and to participate in any
reorganization or merger of companies or corporations whose stock is so held.
H. To make such elections, decisions, concessions and settlements in connection with all
income, estate, inheritance, gift, generation skipping or other tax refunds and the payment of such taxes,
without obligation to adjust the distributive share of any person thereby affected.
I. To compromise, arbitrate or abandon any claim or controversy without court approval.
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011345-00001/10.13.98/EGM/SR/114332.1
ARTICLE VI
Except as otherwise provided in the Trust Agreement referred in Article III, I direct my Executrix
to payout of the principal of my residuary estate all federal estate, state inheritance and other death taxes,
including interest and penalties, imposed upon or with respect to my estate or any property in which I
may have a taxable interest, including any property not fom1ing a part of my testamentary estate but
included in my gross estate for death tax purposes, except any property over which I have a taxable power
of appointment, at such time and in such manner as my Executrix at her sole discretion deems advisable,
and no such taxes or any portion thereof so paid shall be collected from or paid by any other person,
persons or corporations by way of reimbursement, proration, apportionment or otherwise.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and
~._ .". t'. ,
Testament, thisZ;' Clay of VLt;t""" , 1998.
j~j{ !J-.('U; IV' :Ll lc l/h(~( ::{SEAL)
JO~~H H.A>URNAN
Signed, sealed, published and declared by the above-named Testator, as and for his Last Will and
Testament in the presence of us, who at his request, in his presence and in the presence of each other, have
hereunto subscribed our names as witnesses.
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011345-00001/10.13.98/EGM/SR/114332.1
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYL VANIA
SS.
COUNTY OF CUMBERLAND
We, JOSEPH H. DURNAN,[dn\.lI,y\ G. t-J.lI{~ and 12u\v\" ~. ~0;1")\-Jj~~ , the Testator
and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first
duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the
instrument as his Last Will and Testament and that he had signed willingly and that he executed it as his free
and voiuntary act for the purposes therein expressed, and that each of the witnesses, in the presence and
hearing of the Testator, signed this Last Will and Testament as witness and that to the best of his/her
knowledge the Testator was at that time eighteen (18) years of age or older, of sound mind and under no
constraint or undue influence.
I ""?J..J-< rc!' IV 4~ {~ '~,l L (,,!- L.
JOSEPH If.'DURNAN
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Subscribed, sworn to and acknowledged before me by .JOSEPH H. DURNAN, Testator, and
cc.i\~\...L~y\ e:> (\'U,\t'.\,S and k\ph ~ \}...)( ~'::tX"\-) ~R , witnesses, this jlO'1hJay
of [)"-\t,b-c'r , 1998.
'~H,,-,d ,1 laJfr
Notary Public
My Commission Expires:
I NOTARIAL-SEAL --,
I DAWN l. MAYKO, Notary Public
Lemoyne Borough Cumberland Co
!. My Commission ExpIres Mar. 19, 2(Xil
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