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HomeMy WebLinkAbout05-04-06 Register of Wills of Cumberland County PETITION FOR PROBATE and GRANT OF LETTERS Estate of /(a.ydUAaI.J: SlzmfJs()/I also known as No. To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania . Deceased. Social Security No. /97- t)'" - 7 S Z7 The petition of the undersigned respectfully represents that: y our petitioner(~, who is~ 18 years of age or older, and the execut 0 ~ named in the last will of the above decedent, dated ])~e~m k,r :lJ. .7/- / 'I ''1 and codicil( s) dated ' (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent waS domiciled at death in C U Jk bu I tUt cI Pennsylvani; with h.i$last family or principal residence at / /0 Gr~t!J1way ])ri V~) h1eehllM.,'c~hu"""1 (UPdU" AIIUI 7;.;1',) (list street, number and municipality) Decedent, then fS"8' years of age, died /lpr,'/ /7. 20"b .. at I{) C;ret!.Af.l)/J..'f b.-.. /J1eduuu'cs/'~ 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: County, 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: AID '&IAI(; ~E AMMF ~ GSrA- 71F $ $ $ $ I O~ tJOO. ~D VVHEREFORE, petitionertst respectfully requestf&) the probate of the last will me ~96iigil( s) presented herewith and the grant of letters fUlttlHenfa"" - (testamentary; administration c.t.a.; administration d.b.n.crt.a) thereon. ~ Si:a) Ir~~:~d0- ~"'~Nl> A. SA-IIfP.sC Residence( s) of Petitioner( s) /'173 Luf2.lown Rei. iJ-,'/,"! Ji,.""f'..r~ ~~ /7.1',) 7 Register of Wills of Cumberland County OATH OF PERSONAL REPRESENTATIVE COMMONWEAL TH OF PENNSYLVANIA } SS: COUNTY OF CUMBERLAND The petitioner~ above-named swear~) or affirm(+) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief ofpetitioner~ and that as personal representative(~ of the above decedent petitioner~ will well and truly administer the estate according to law. k~~UY?~~~~ leA-v. 'f)AI.tJ A-. MAlPJJ Sworn to or affirm~st~nd subscribed { Befor1f91ll.: ~ day of ~r . ,200G. )dJbudb~~(D '~'<dV Registerf- .lrJLJqJ~.._ No. '';;ft Estate of ,jl.-=-/) & -.. )11 tY}f<'iJAL Deceased CZl ~. l>> S" ... A '" '-' DECREE OF PROBATE AND GRANT OF LETTERS AND NOW fY1~ ~ . 2021, in consideration of the petition on the reverse side hereof, satis actory proof vmg been presented before me, IT IS DECREED that the mstrument(s), dated described therein be admitted to pro~te filed of rec9rd as t,he last will of ; and Letters are hereby granted to l~aJ.f1Y1D t1d. A .0W""p5DV) FEES Probate, Letters, Etc. ............. $ $ $ $ $ $ $ $ . J1/jAtdA_!raulU~~ )trCU!:!b'{l- fJi,,1 (rp~{y..i, Ie. a+ RegISter of Wills .-; dig?, 17f;7 J ~ /D~' ....ce'; '3= () CI ../fC. i~ c-)::.;; (.~.'~ __:---- . --_ j---- """ ~u Attorney (Sup. Ct. LD. No.) 31'SI4, =D I ;(~ "., :;, - '.:=:J ~~:t~,PII- 170$~"; J~ _ ~;,i . Address . :') ~ - C) --,.~ '--' ,'Tl Will ............ ................, .... Renunciation... . . . . .., . . ... .. . ..... Short Certificates ( ).. .. .. .. .. .. JCP............................... ... ,,) Automation Fee. ....... ..... ...... Bond.,........ ......... ........,..... Total w 7/'1-7" -~zc;9 Filed 20_ Phone LAST WILL AND TESTAMENT OF RAYMOND.I. SAMPSON) , :0 ---J I, RAYMOND J. SAMPSON, of Upper Allen Township, Cumberland County;'~ ::~=~ r.......~..., C-..-~:) C.J C), I Pennsylvania, being of sound and disposing mind, do hereby make, publish, and declare thi~ to b~" :~,~1 my Last Will and Testament, hereby revoking and making null and void all prior WilIs,,'~np ICodi@s . - 1 made by me at any time heretofore. r-..) ITEM I. All federal, state, and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed thereon, shall be considered an expense of administration of my estate, and shall be paid from my residuary estate under ITEM VI hereof, without apportionment or right of reimbursement. All such taxes on present or future interests shall be paid at such time as my Executor or my Trustee, hereinafter named, may think proper, regardless of whether such taxes are then due. ITEM II. I give and bequeath certain items of tangible personal property that are solely owned by me at the time of my death and that are identified in any separate writing distribution thereof after my death which is dated and is signed by me at the end thereof, to those persons designated in such separate writing who survives me. If any item of tangible personal property is identified by more than one separate writing, I direct that, unless stated to the contrary, the separate writing bearing the last date shall govern the disposition of such item. ITEM ID. I bequeath the household and personal effects, jewelry, automobiles, and other tangible personalty of like nature that are solely owned by me at the time of my death, not otherwise disposed of above, to my wife, EVELYN G. SAMPSON (my "Wife"), if she survives me. If my Wife does not so survive me, then I make such bequest of tangible personal property in equal one-half shares to my children, RAYMOND A. SAMPSON and ERIC J. SAMPSON, who survive me by thirty (30) days; provided, however, that if such a child of mine should not so survive me, but leaves issue who do so survive me, then such child's issue shall receive, per stirpes, the share that such child would have received had he so survived me. Such tangible personal property shall be divided as such beneficiaries, or their legal representatives, shall agree; but, if they cannot agree as to any item(s), allocation and distribution thereof shall be made in the sole and be reduced by making this gift for her benefit, I give, devise, and bequeath to my Wife, EVELYN G. SAMPSON, absolutely, the least amount (based upon values as finally determined for federal estate tax purposes) as shall be needed for the federal estate tax unlimited marital deduction to reduce the federal estate tax to the lowest possible figure after full use of all other deductions and credits allowable in calculating the federal estate tax, except that such amount shall be calculated without regard to the augmenting of my taxable estate by reason of generation-skipping transfers, and without regard for any credit for state death taxes that would not otherwise be payable. Accordingly, I direct that: A. If the marital deduction, or any similar benefit, is allowable with respect to any property, including property held by entireties, which my Wife has received prior to my death, or at my death will receive otherwise than pursuant to this ITEM IV, the value of such property shall be taken into consideration in calculating the size of the gift under this ITEM IV. B. No property ineligible for the marital deduction, or any similar benefit, shall be distributed to this bequest for my Wife, pursuant to this ITEM IV. C. Either cash or investments or both may be allocated to this bequest under this ITEM IV. D. Any property allocated under this ITEM IV in kind shall be valued at the value at which it is finally included in my gross estate for federal estate tax purposes, provided that the aggregate market value thereof on the date of allocation (plus the value as finally determined for federal estate tax purposes of all other property qualifying for the marital deduction) is at least equal to the dollar value of the marital deduction as finally determined for federal estate tax purposes. E. If any provision of my will shall result in depriving my estate of the marital deduction for federal estate tax purposes, such provision is hereby revoked and my Will shall be read as if any portion thereof inconsistent with allowance of the marital deduction for federal estate tax purposes is null and void. ITEM V. I give, devise, and bequeath all the residue of my estate, not otherwise disposed of above, whether real, personal, or mixed, and wherever situate, including any property ^'T~r ''lTh1r'h T C'h~ll h...,,,o "'~"T ~"....ro... ".. .,...............~....4-~~....4- ~4-L__ 4-1- __ ____ ___ _L __ __ EVEL YN G. SAMPSON, for and during her lifetime. However, if the income otherwise payable to my Wife shall at any time exceed the amount which my Trustee deems to be in her best interests (considering her other income and means of support known to my Trustee, including any income from her other solely-owned assets, her needs, the desirability of augmenting her separate estate, and any other circumstances and factors deemed pertinent), my Trustee may accumulate the same and add it to principal, as my Trustee deems advisable, in my Trustee's sole and absolute discretion. B. My Trustee shall pay as much of the principal of this Trust as my Trustee, in its sole and absolute discretion, may from time to time think advisable for the support or medical care of my Wife, with such payments being made to her or else applied for her benefit by my Trustee, after taking into account her other readily available assets and sources of income and support. C. My Trustee may apply the funds in this Trust directly for the benefit of my Wife should she, by reason of age, illness, or any other cause in the opinion of my Trustee, be incapable of receiving or disbursing funds. D. Upon the death of my Wife, my Trustee shall distribute the remainder of the Trust pursuant to ITEM VI hereof. ITEM VI. Upon the death of my Wife after the Trust under ITEM V has become legally entitled to receive proceeds or has become established, or upon my death if my Wife has not survived me, then the principal and any undistributed income in the Trust, or the residue of my Estate, as appropriate, shall be devised or distributed as follows: A. Fifty (50%) percent of such residue or remainder outright to my son, RA YMOND A. SAMPSON, now of Boiling Springs, Pennsylvania, if he survives me by thirty (30) days; provided, however, that if my son should not so survive me, but leaves issue who do so survive me, then such issue of his shall receive, per stirpes, the share that he would have received had he so survived me. If my son should not so survive me and should not leave any such surviving issue, then my son's interest shall lapse, and such interest shall be distributed proportionately to the ",tho.- hO....O.f;.,;...90;""'... .........................:1 ..........:1....._ .1-.=~ TTVl\8 'TT -" issue who do so survive me, then such issue of his shall receive, per stirpes, the share that he would have received had he so survived me. If my son should not so survive me and should not leave any such surviving issue, then my son's interest shall lapse, and such interest shall be distributed proportionately to the other beneficiaries named under this ITEM VI. ITEM VII. I direct that my Executor and Trustee shall be entitled to out-of-pocket expenses, and also to reasonable compensation, considering their efforts and involvement in the administration of my Estate or a trust, as applicable. ITEM VIII. The interest of beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. ITEM IX. I hereby appoint my son, RAYMOND A. SAMPSON, to serve as the Executor of this, my Last Will and Testament. In the event that my said son is or shall become unable or unwilling to serve as Executor, then I nominate and appoint my other son, ERIC J. SAMPSON, to serve in his place and stead. I direct that the last nominated executor able or entitled to so serve as an Executor shall be entitled to nominate a successor to serve further as such Executor, with the same effect as though set forth by me in this Will. ITEM X. I hereby nominate and appoint my sons, RAYMOND A. SAMPSON and ERIC J. SAl\'IPSON, to serve together in the capacity of Trustees (collectively, my "Trustee"). It is my desire that two such persons always shall serve together, each as a co-trustee, in the capacity of Trustee. In the event that my son, RAYMOND A. SAMPSON, is or shall become unable or unwilling to serve in such capacity as a co-trustee, then I nominate and appoint his son, R. JONATHAN SAMPSON, to be substituted in as Co-Trustee. In the event that my son, ERIC J. SAMPSON, is or shall become unable or unwilling to serve in such capacity as a co-trustee, then I nominate and appoint his son, MARK J. SAMPSON, to be substituted in as Co-Trustee. I further direct that in each instance in each line as set forth above, the last nominated Co- Trustee able or entitled to serve as such co-trustee shall be entitled to nominate a successor to serve further as such co-trustee, with the same effect as though set forth by me in this will. ITEM XI. I direct that my Executor and any Trustee shall not be required to give bond or post any other security for the faithful performance of their duties in any jurisdiction. TTRM XTT_ Anv np.r~nn nthp.T th~n mv Wlfp u,hn ch~l1 h~"A rllArl <:lit tho co.,.""""", i-~""","" ....ro those invested in them by law and by other provisions of my Will applicable to all property, whether principal or income, exercisable without Court approval, and effective until distribution of all property: A. To retain any investments I may have at my death so long as my Executor or Trustee may deem it advisable to my Estate or Trust so to do. B. To vary investments, when deemed desirable by my Executor or Trustee, and to invest in such bonds, common trust funds controlled by my Executor or Trustee, stocks, notes, real estate mortgages, or other securities or in such other property, real or personal, as my Executor or Trustee deem wise, without being restricted to so-called legal investments. C. In order to effect a division of the principal of my Estate or Trust or for any other purpose, including any final distribution, my Executor or Trustee is authorized to make said divisions or distributions of the personalty and realty party or wholly in kind. If such division or distribution is made in kind, said assets are required to be divided or distributed at their respective values on the date or dates of their division or distribution. D. To sell either at public or private sale and upon such terms and conditions as my Executor or Trustee may deem advantageous to my Estate or Trust, any or all real or personal estate or interests therein owned by my Estate or Trust severally or in conjunction with other persons or acquired after my death by my Executor or Trustee, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge, and deliver any and all deeds, assignments, options, or other writings which may be necessary or desirable, in carrying out any of the powers conferred upon my Executor or Trustee in this paragraph or elsewhere herein. E. To mortgage real estate, and to make leases of real estate for any .....""90;"'...1 ",.f t-~mo 'lC" 1C" rlppmprl rp~~nn~hlp hv thpm ~ . .. G. To pay all costs, taxes, expenses, and charges in connection with the administration of my Estate or Trust. My Executor shall pay expenses of my last illness and funeral expenses. H. To vote any shares of stock which form a part of my Estate or Trust, and to otherwise exercise all the powers incident to the ownership of such stock. 1. In the discretion of my Executor or Trustee, to unite with other owners of similar property in carrying out any plans for the reorganization of any entity whose securities form a part of my Estate or Trust. J. To compromise claims and to abandon any property which, in my Executor's opinion, is of little or no value. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will . ~ (~ typewritten pages, this ;z.d- day of , 1999. (SEAL) We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatory, RAYMOND J. SAMPSON, 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, have hereunto set our hands and seals the day and year first above written, and we certify that at the time of the execution thereof, the said Testator was of sound and disposing mind and memory. (jfi~+ ~ ~ ~ ///J,' 1..1' /.. J /i;"~) / ." ~'L.' L,/~ >" ~..,/\..t/L'i,/l ~./.! z:2--:: tU, I residing at ~~M( ~ M-t /JJZ"" 4 tibte- residing at REGISTER OF WILLS OF {alJ7fxrlalr! COUNTY OATH OF SUBSCRIBING WITN.ESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat I sign the same and that signed as a witness at the request of testat_ in h presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this day of 19_ (N ame) (Address) Register (Name) (Address) C-? REGISTER OF WILLS OF C fA JH 8€72..LJ1AJ/J COUNTV:-~ OATH OF NON-S.UBSCR1BING WITNESS ()~ - ,3Qt- ~Y/H~A'~ ~. S/l1II FJSf)# I ....... :;.....,-$ c-=, r-- N, fe'actIt a subscriber hereto, ~ being duly qualified according to law, depose(s) and say(s) that #€ IS familiar with the signature of /?~ylJt.~AlLJ v: S#AI/JoSl)/f! , ~oeiei}'- testatJOr of (gR~ sf tRe :n1tb\.-1 ~b~l1e vv ~Ll1~:>~~:> Lv) the will presented herewith and ,Goaiei+. that RIfF believes the signature on the will is in the handwriting of M--YAJ~NIJ ;r to the best of h,s 5/M(/?JoN knowledge and belief. X l<Ol{f~ 4, ~~LIA .,:: fUl..yM()IV~::r. (Name) ~ (JSI)/I! 1'173 L~fz.h>k.)A ~d, l!h"oJ/'l? S,r//If.s, /-l;t! 17~o7 (A ddress) Sworn to or af irmed and subscribed before me this 'I::;l (Name) (Address) Register of Wills of Cumberland County OATH OF SUBSCRIBING WITNESS Estate of /? A-yml1/V1J J: SAil/PSI/AI ()G . 3f~ No. Also known as , Deceased M,I1l L E:S c. ..5#/ GZL>-S :IlL ~ a subscribing witness to the willteociicn presented herewith, (eaefl~being duly qualified according to law, depose(s) and say(s) that HE tt/AS present and saw ~ymp#~ ...::r: S/fAl //Solf) , the testat~r , sign the same and that he. signed as a witness at the request of the testatcrin ~ presence and (in the pr8S8nc~ 9f eA~h Qth~r) (in the presence of the other subscribing witness( es). ~~~.~~ (Name) (!httr/~.s E: S"','uds or fD C/DUSLr,f1d.~ .Jtet!IUlJL/cs6ul':J1 jJ/f 17IJsr (Address) Sworn to or affirme and subscribed ~e this ^rM day of . 1( ,20~ 0.UtdcLJJC:LlLL JtlC432uf {~ Rr~ter ~J L ( , Ikucf!p; ~Uff Deputy ~ ..... ( t'...,:) c:::.::> C~ u...' ":;0:' ....=<< '...... (-) I ... , ~..'" (Name) :=~=.: (Address) ., () i -:\:3 (-) I. \1 (....)