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HomeMy WebLinkAbout05-01-06 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Julia O. Allen Date of Death: March 14,2006 File Number: 21-06-0333 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on April 26, 2006. A copy of the same is here to for reference. NAME Judith A. Brough --------------------- ADDRESS 28 Holly Estate Drive Gardners, P A 17324 Virginia Lengel----------------------------- 2655 Blair Road Russell Springs, KY 42642-6846 Jeffrey B. Allen ------------------------ 30602 Hunt Club Drive San Juan Capistrano, CA 92675 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Capacity: // /~ Wendy Weikal-Beauchat 63 West High Street Gettysburg, PA 17325 Telephone: 717-334-4515 Personal Representative Counsel for Personal Representative Date: April 26, 2006 i.,) 80 :S t.!.J 1-)\ SOul ___) I ~'~..,. !,", --;1"\; J .1("; rL\:--j\,.i('l(^Y:;J ],J jv:..,.;J',-) I....i...l'-',_,.....v-_.~ Cv ~J- 0 (q ~ o~~) '0' rg $v~? THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF Cumberland, PENNSYLVANIA In re Estate of Julia O. Allen, deceased No. 21-06-0333 TO: Jeffrey B. Allen 30602 Hunt Club Drive San Juan Capistrano, CA 92675 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Julia O. Allen, died on the day of March 14,2006, at Cumberland County, Pennsylvania. The Decedent died testate (with a Win); or The Decedent died intestate (without a Will). The personal representative of the Decedent is - Judith A. Brough 28 Holly Estate Drive Gardners, P A 17324 Phone number: 717-486-7309 If the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County; One Courthouse Square, Carlisle, Pennsylvania, 17013; Telephone -717-240-6345. If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills of Cumberland County; One Courthouse Square, Carlisle, Pennsylvania, 17013; Telephone - 717-240-6345. A copy of the Will X is enclosed. A copy of the Will is not enclosed. Additional information may be obtained from the undersigned. D3:~~:April 26, 2006 4 IS: S H d I - J V LJ c naP "....)v (, Capacity: Wendy Weikal-Beauchat, Esq. 63 West High Street Gettysburg, P A 17325 Telephone (717) 334-4515 Personal Representative Counsel For Personal Representative t '1. ~. t j t j ..:)/'.J 1;"") n-', r' ; .-- ,",.- ..J...... ...;Jv U-!i ~.jl l' 'J i ..... '-' U '../<.j ,_ j (J l '\ :~ '- /,/---.-... .~.(Q) ) I2YJl (/,'::::!) ./.> .Y ef2ast CW11/ of . cJl!uer @A/!en I, JULIA O. ALLEN, of Gardners, Cumberland County, Pennsylvania, make this Will and revoke all of my' prior Wills and Codicils. ARTiCLE ONE My Family I am a widow and have not remarried. The names and birth dates of my children are: JEFFREY B. ALLEN, born March 26, 1948; JUDITH A. BROUGH, born November 20, 1949; VIRGINIA A. LENGEL, born December 17, 1954. All references to my children in iny' Will are to these children, as well as any children subsequently born to me, o,r legally adopted by me. ~ S () t>r- wwh ..~ x- . .., lof4 ARTICLE TWO Distribution of My Property Section 1. Pour-Over to My Living Trust All of my property of whatever nature and kind, wherever situated, shall be distributed to my revocable living trust. ~ name of my ~t is: JULIA O. ALLEN; Trustee. of the JULIA O. ALLEN REVOCABLE LIVING TRUST AGREEMENT dated February 2, 2004, and any amendments thereto. Section 2. Alternate Disposition If my revocable living trust is not in effect at my death for any reason whatsoever, then all .of my property shall be disposed of under the terms of my revocable living trust as if it were in full force and effect on the date of my death. - I Section 3. Testamentary Tr1:lst I authorize my personal repre~entatives_ to establish, with the assets of my probate estate, if any, or with any property distributed to my personal representative from my T~stee, a testamentary trust (or trusts) for the benefit of my beneficiaries under the same terms and conditions of my revocable living trust as it exists at the date of my death. I appoint the Trustee and successor Trustee named in my revocable living trust as the Trustee and successor Trustee of my testamentary trust(s). The Trustee of my testamentary trust(s) shall have all the administrative and investment powers given to my Trustee in my revocable living trust and any-other powers granted oy law. My Trustee shall be under no obligations to distribute property directly to my personal representative, but rather may distribute such property directly to the Trustee of the testamentary trust(s). Any property distributed to my testamentary trust(s) by the Trustee of my revocable living trust shall be distributed by the Trustee of my testamentary trust(s) in accordance with the terms and conditions of my revocable living trust as it exists on the date of my death. ARTICLE THREE Powers of My Personal Representative My personal representative shall have 't:ij.e power to perform all acts reasonably necessary to administer my estate, as well as any powers set forth in the statues in the Commonwealth of Pennsylvania relating to the powers offiduciaries~ :So~ Wh~ 20f4 ARTICLE FOUR Payment of Exp~n~e~ and Taxes and Tax Elections Section 1. Cooperating with the Trustee of My Living Trust I direct my personal representative to consult with the Trustee of my revocable living trust to determine whether any expense or tax shall be paid from my trust or from my probate estate. Section 2. Tax, Elections My personal representative, in its sole and absolute discretion, may exercise any available elections with regard to any state or federal tax laws. My personal representative, in its sole and absolute discretion, may elect to have all, none, or part of the property comprising my estate for federal estate tax purposes qualify for the federal estate tax marital deduction as qualified terminable interest property under, Section 2056(B)(7) of the Internal Revenue Code. My personal representative shall not be liable to any person for decisions made in good faith under this Section. Section 3. Apportionment All expenses and claims and all estate, inheritance, and death taxes; excluding any generation-skipping transfer tax, resulting from my death and which are incurred as a result of property, passing under the terms of my revocable living trust or t.hrough my probate estate shall be paid without apportionment and without reimbursement from any person. However, expenses and claims, and all. estate, inheritance, and death taxes assessed with regard to property passing outside of my revocable living trust or outside of my probate estate, 'but included in my gross estate for federal estate tax purposes, shall be chargeable against the person receiving such property. ARTICLE FIVE Appointment of My Personal Representative I appoint the following to be my personal representatives: I appoint JUDITH A. BROUGH as my personal representative. In the event that JUDITH A. BROUGH is unwilling or unable to so act, I appoint JEFFREY B. ALLEN, as my successor personal representative. I direct that my,personal representative not be required to furnish, bond, surety, or other security. :rofT- MlilLJJL) 30f4 ~ ./* IN WITNrREOF, I rlve initialed all of the pages of this Will, and have signed it on the day of hl1lJ1~ . , 2004. . y~~ PJ~' JULIA o. ALLEN The foregoing Will was, on, the day and year written above, published and declared by JULIA o. ALLEN in our presence to be her'Will. We, in her presence and at her request, and in the presence of each other,' have attested the same and have signed our names as attesting witnesses and have initialed each page. We declare that at the time of our attestation of this Will, JULIA O. ALLEN was, according to our best knowledge and belief, of sound mind and memory and under no undue duress or constraint. k J~ N,x1I(j TNESS .. . 63 W. High Street Gettysburg, Pennsylvania 17325 WITNESS 63 W. High Street Gettysburg, Pennsylvania 17325 COMMONWEALTH OF PENNSYLVANIA ) ) SSe COUNTY OF ADAMS ) /J),uhf /,()a&I ~eM , and the' Testatrix and the witnesses, respectively, whose nam are igned to the foregoing Will, having been sworn, declared to the undersigned officer that the Testatrix, in the presence of the witnesses, signed the instrument as her last Will, that she signed, and that each of the witnesses, in the presence o ,the Testatrix and in the presence of each other, signed the Will as a witness. Witness . ~ _~4/cJ.j . ~TNESS . S~o.M~ WLIA O. ALLEN :roPt- UJJ2 ~ Notari~1 Seal I Jeanne M. Green, r+::tary Publlo . GettysburQ Boro, Adams Coun M~ Commrsslon Expires Nov. 22, ~04 f My commission expires: 40f4 1.) ":l~~'''''''~I~...,..,~~.,~.:.......,.I' ~..~ ,",' :..,.......~...,.J.. ....a. .~H. ..... 'I . ..... .. .'