HomeMy WebLinkAbout06-01-06
PETITION FOR PROBATE and GRANT OF LETTERS
(j" 1 / D 1I -I D1.{1 3
Estate of' Robert D. Hutton
also kno wn as
No.
To:
Register of WjIls for the
Deceased. County of cumberland in the
Social Security No. 1 78 - 0 7 - 7 81 8 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executrix ~ared
in the last will of the above decedent, dated January L I , 19_
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumber land CQ.unty., Pennsylvania, with
h is last family or principal residence at 1 Longsdorr way, car.rl.sl.e, PA
South Middleton Township
(list street, number and muncipality)
Decendent, then 89 years of age, died May 15, 2006 ,~~
at Cumberland Crossinq, Carlisle, Cumberland County, PA .
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:
Decendent 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:
~1 , I 000 . tt<<'
$
$
$
$
WHEREFORE, petitioner(s) respectfully .Jequ~st(s) th~ probate of the last will and codicil(s)
presented herewith and the grant of letters I...est:ant'ent:ary
(testamentary; administration c. 1. a.; administration d. b. n. c. 1. a.)
1"'..,;)
~ g
'-.- 0 0"'"
'3;g 2
"I -r ('") :z:
...;~~ I
"-8~ ~
,'.'r- :Jt
, ::0 N
:o:J I ..
't>
theron.
.......
'"
'tr
u
c::
Il)
:9~
'" --
Il) ....
o:;:u
c::
-g.g
~.=
__u
~p..
u.....
;;0
~
c::
bll
Vi
X J<V>.~
/Y1, ./liili;J---,.
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I ss
COUNTY OF CUMBERLAND J '
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition 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.
{ . c-1.,.~<Z. 4{,~
Jane,M. Hutton
Sworn to or affirmed 5 ~nd subscribed
before~ .' -l9~
, . ~ ~l')1tt't~ ~
Rister
Vl
~.
~
~
-
;::
~
~
w
~CJ
~
!"n
:,::':;
c:>
1""('
-n
C")
r'" ill
: ~'~.:. <'~
dZl-O&- 473
No.
Q {.~ (0 - Ocr 7 ~
Estate of Robert D. Hutton
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
~tr.V0
th:~~:eOs~e hereof, SatiSf~ry Lo~-;';~~~~~;;r:'~nled ~ei:O:eO::~eration ,',e "",irk\!' on
IT IS DECREED that the instrurnent(s) dated January 21, 1 997
described therein be admitted to probate and filed of record as the last will of Robert D.
Hutton
and Letters Testamentary
are hereby granted to Jane M. Hu t ton
~~ rft//lL1 ~??a3b~,<--,
'. ~~ 74~ ~h .
-pA R,g;st" of Will, ~
FEES ft(
Probate, Letters, Etc. ......... $ 0
Short Certificates{J j' . .. .. . . ., $ (J. N
R~ " .j tV MlJ $ IS-Vi)
t ullLraUon .... ...........
tV I ( s /5. ~
TOTAL _ $ l; 5)
Filed ...... .lP.I.~l'G V . . . . . . . . . . . . . . . . . . . .
J;; L i..... ~. NAlj I,v ("fa -}(~V
A ITORNEY (Sup. Ct. J.D. No.)
MS. ~IlDVt,Y ~. O~/,d, 1'4
ADDRESS I
1J1- j.~~-'laf37 11IJJ.3
PHONE
"t/d 'UJ C.Ji';v'iLEld/'Jn8
lbnOJ S,NVHdClO
:10 >18318
C I :2 Wd I - NOr 9DOl
"~_I '"'. ,~Q LJ~Sljj(~
-I J ]. 11...-1/ I OJ.""'; )'1"--' .
..'- ~'vI.JJV I :Jd:JLiJ.jd
HI0'i.X05 REV 1105
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph~ .
No.
Fee for this certificate, $6.00
.r
p
12495758
LS-f' ~ -t?~
~ c9ate ~
~.:c,_ ::0 C-
'2 -u c=
,'.j:r~O z
..J '1-0- r-
- 2': rn I
_ ,.:; :::0
u-'::::::"
_00
: .2ul1
',.Ie
. :::D
--i
:g
-0
:Jt
,;:; tt~
b~;g
1 -'Ii r--n
~c C:J
(::J
--;'1
-1,
(~=s
rn
N
..
w
"105 \Q".OI.()l
T'IPU'IlIlf II
PERIWIEN1'
IlACIINl(
1. _oI00c_tf.........1uQ
Robert D. Hutton
5 Ago (\Ml ~
COIIIIONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH STAlEFllENUIlER
3. _ Securly..... ~. DIIo 01 ~ \IIDI*...,.,.oj
178 _ 07 May 15, 2006
s. Middleton
Twp.
12. _o...lonI_.IlIUS 13. ~.EduoaIioo
__~? a..._....~....., P.121
~v.ONo lot:
=-'"....... 17a. SloIoPennsvl vania
111l.CGuolJ Cumberlnad
It. -.-tfiIII......-.......
Laura Ruth Doan
2IIIll. _.......-(ShoI.......-..~
10. _-......1IIdl. -,-'
I""'"
White
1~. _s..:___-. 15. SoInIioinI__lI.........-.t
Wm=''''''''
17c.~ v"_lMIl.Sio1.Jo.tj~1'tt:oi'l r.
_01 ......._
1liIIl0l~
& Klst:a:s
lH. 0 ...._UooI...
"'~0I
CIIIIi8DlII
1" F.......Nomotfilll.1IidiIo.1IIIl
Sidne B. Hutton
2llL _._(T~
Jane M. Hutton
c 21.. _ 01 DiIpooIiDo
~ 0... Xl ~ 0 ....._SIoIo
:;:) 0 0Iw.
~ . 22a. SignoIuNoI__~(or_""'.'"
::J.
213 East Madison st., Lancaster, PA 1~
21e. ...... 01 DiIpooIiII"" 01..-,....-, co.........
East Harrisburg cemetery
3127 Walnut st.,
ONo
C-HF
...
;.
21. DIU_llIIc:.IIolt..
~g=
21. I~
0................,..
o ..........01..
o ........................ a....
....
o ..................C1......,,..
-..
o ~1.........IlI...,..
.. ........"""'....~..r-..~:
-...... .....,
......-- """.:--.
_.._ ... ..........11I ........_..... """ L
c.
"""IDr.._,* .
"""IDr'.._,*
.:P
d.
_ _II""" .. _~F'''''
-~ --..e.......,.
0IC-0I~?
ov. Mo OV.OMo
Sl. ""0I~
..-.. 0........
0....... 0..................
o _ 0 CUIl...ea_
4
SIlL DIIo 0I1nP1'......,. JIll)
D. o..Ilo....., 00aInd:
:ad. T_oIlnP1'
SIlL .._
o V. 0 No
321. 1T~..,c""'"
o~o,,-
o ....... 0 c-.-~
a SigoAn Old TIll oIC1ol11or
Qt'Zi
_ L.IIcoIiIIo $aIl................
100 :. H 'Q~ Sf
N FWV1~"E f'~
J7,-'I1
mO oilo~7 6. ~DIIo;.bSfrt
34. Ilonoo .......... 01..... _ c:.oo..- C- 01 ~ <<-21J T"",,",,
!z:
w
c
w
u
w
C
...
o
~
z
II.
330. c.-. (clID"" o0oi
CIIlIIytne__~"""_oI_____"'___IIllI""" "'Z11
T.... _.. "" -...... --..........cI/.... _.......
"--'doI.......,......,....(PIlraIoiao _........... _lIIlII...... _ 01.....
T. III _.. "" -...... __....-...........~........ ...cauaIl".... _.......
IIoIlIUl
0...._..
n
21-Q'o-OLf73
c: \wp51 \wills\hutton. rbt
1JJn!it 3lIIIill nub illt!ibtttttm
OF
ROBERT D. HUTTON
I, ROBERT D. HUTTON, of41 Bullock Circle, Carlisle, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do make,
publish and declare this as and for my Last Will and Testament, hereby revoking and
making void any and all former Wills, Codicils, or writings in the nature thereof, by me at
any time heretofore made.
FIRST:
I hereby order and direct my Executor, hereinafter named, to
pay all my just debts, funeral expenses, testamentary expenses and all Inheritance,
Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my
,
~
death, out of my residuary estate.
SECOND: I hereby give to my wife, DOROTHY M. HUTTON, all of my
personal effects, clothing, furniture, furnishings, jewelry, automobiles, and any other
tangible personal property of every kind and any insurance thereon, provided she
survives me for a period of thirty (30) days. If she shall not so survive me, then I give the
same in equal shares to such of my children as survive me, to be divided among them
as they may agree, or if they are unable to agree, as my Executor may decide. Any items
of value not so disposed of shall be sold by my Executor \a;,c[tme;praceettfSJadded to my
I \ If'i(~f" f\ , !, ; I IUQ
.J..O 11.),) \),J\'jt--tad
Residuary Trust. :10 >!tB18
8 I :2 '~d I - Nnr 9GlJl
1
__ t ,._,; 'n'."
. jC JJdjG. OjUdCCjd
:2 1-- o Cu.- 047 J
c: \wp51 \wills\hutton. rbt
THIRD: In the event that my wife, DOROTHY M. HUTTON, survives
me, I give to the DAUPHIN DEPOSIT BANK AND TRUST COMPANY, of Carlisle,
Pennsylvania, or its successors, IN TRUST, for the benefit of my wife, to hold in trust
(hereinafter referred to as Marital Deduction Trust), assets equal in value to an amount
which, when added to the final estate tax value of all of the property included in any gross
estate which passes to my wife, and which qualifies for the federal estate tax marital
deduction, will entitle my estate to the minimum federal estate tax marital deduction,
allowable in determining the federal estate tax payable by reason of my death, necessary
to reduce my taxable estate to an amount on which no federal estate tax. is due and the
federal unified credit available to my estate is fully utilized; provided that the allocation to
the marital trust shall be satisfied only from assets qualifying for the marital deduction.
My trustee shall invest and manage the marital deduction trust in a manner which will not
disqualify the marital deduction, and will make distributions as follows:
A. During my wife's lifetime: (i) The entire net income shall be paid
to her at least monthly: (ii) As much of the principal as my trustee may from time to time
think desirable for her welfare, comfort or support shall be paid to her; and (iii) She shall
have the unrestricted right to withdraw any part or all of the principal at any time.
B. On my wife's death, any then remaining principal shall be paid to
such one or more persons or organizations, including her estate, on such terms as she
may appoint by a will specifically referring to this power of appointment.
2
c: \ wp51 \ wills \button. rbt
C. If my wife does not exhaust her power of appointment under the
preceding paragraph, on her death: (i) Any increase in death taxes or administration
expenses in her estate caused by inclusion of this trust in it for tax purposes shall be paid
out of the unappointed principal, and a written statement by her executor or administrator
of the amounts payable may be accepted as correct; and (ii) The balance of the
unappointed principal shall be added to and thereafter treated as a part of the principal
of the Residuary Trust, as identified below.
FOURTH: After my death, my Trustee, DAUPHIN DEPOSIT BANK AND
TRUST COMPANY, shall invest and manage all the property not allocated to the Marital
Deduction Trust as a separate trust, referred to as the Residuary Trust, and make
distributions as follows:
A. If my wife, DOROTHY M. HUTTON, survives me, during her
lifetime: (i) The net income shall be paid to her in monthly or other convenient
installments; (ii) as much of the principal as my trustee may from time to time think
desirable, taking into account funds available from other sources, for the health, support,
maintenance or education of my wife or any of my children either shall be paid to that
person or shall be applied directly for those purposes. However, none of the principal
of this trust shall be paid or applied for the benefit of my wife unless the principal of the
marital deduction trust has been exhausted; and (iii) After the Marital Deduction Trust has
been exhausted (or after my death if no Marital Deduction Trust will be established), my
3
~: \wp51 \wills\huttOll.rbt
wife shall have the right in each calendar year to withdraw from the principal up to $5,000
at any time and, in addition, if she is living on December 31 of any year, to withdraw up
to 5% of the fair market value of the principal determined on December 31 of that year
(the amount subject to withdrawal as of December 31 to be reduced by any prior
withdrawals during that year, any rights of withdrawals for a particular year to lapse if not
exercised during that year).
B. Upon my wife's death, if she survives me, or mine if I survive her,
my Trustee shall distribute the entire remaining principal of this Trust in equal shares to
my children, JANE M. HUTTON, of 310 North Lime Street, Apartment #4, Lancaster,
Pennsylvania; ROBERT D. HUTTON, JR., of Box 185, Hoonah, Alaska 99829; and
WilliAM R. HUTTON, of 1109 Furuhelm Street, Sitka, Alaska 99835, per stirpes, and not
per capita. Any income earned by the Trust as of the date of my wife's death, and not
yet distributed to her, shall be an asset of her estate and shall be distributed in
accordance with the terms of her Will.
FIFTH: In funding the Marital Deduction Trust, only property eligible
for the marital deduction shall be used. Property distributed in kind in satisfaction of the
marital deduction shall be distributed at the lower of (i) its value at the time of its
distribution and (ii) its adjusted federal income tax basis. Subject to the foregoing and
without regard to the effect upon the size of the Residuary Trust, my trustee shall have
absolute discretion in selecting the property to be allocated to the Marital Deduction Trust.
4
c: \ wp51 \ wills \huttoo. rot
SIXTH:
All federal, state and other death taxes payable because of my
death shall be paid out of the principal of the Residuary Trust. None of those taxes shall
be charged against the Marital Deduction Trust or any beneficiary, and no property which
would be otherwise exempt from federal or state death taxes shall be used to pay any
death taxes under this article, or attributable to my estate generally.
LASTLY:
I nominate, constitute and appoint my wife, DOROTHY M.
HUTTON, to be the Executrix of this my Last Will and Testament. In the event of her
death or her inability or refusal to serve, I nominate, constitute and appoint my daughter,
JANE M. HUTTON to be the Executor. In the event of the death or disability, or the
inability or refusal of both of them to serve, I nominate, constitute and appoint DAUPHIN
DEPOSIT BANK AND TRUST COMPANY, of Carlisle, Pennsylvania, to serve as Executor
hereof. The Executor and Trustee are specifically relieved from the duty or obligation of
filing any bond or other security.
~ 1 sJ-
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
day of ...JCAM "d -
~d,ed-~. ~~
Robert D. Hutton
, 1997.
SIGNED, SEALED, PUBLISHED and
DECLARED in the presence of:
..~
5
c:\wp51 \wills\hutton.rbt
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
I, ROBERT D. HUTTON, Testator, whose name is signed to the attached
or foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntary act for the purposes therein
expressed.
Sworn or affirmed to apd acknowled
HUTTON, the Testator, this ;:) ) .<1..-+ day of
by ROBERT D.
,1997.
~~~.~
Robert D. Hutton, Testator
~~'4rii-an(I/~~
No Publi
NOTARIAl. SEAl
TERESA J. BURKHOlDeR, NOtary PuI;IIc
Cartl8le, Cumberland County, PA
My CommI&slon Expires Feb. 21, 2000
6
c:\wp51 \wills\hutton.rbt
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
We, James D. Flower, Jr. and Merlene Marhevka , the
witnesses whose names are signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw Testator
sign and execute the instrument as his Last Will; that ROBERT D. HUTTON signed
willingly and that he executed it as his free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the Testator signed the Will as
witnesses; and that to the best of our knowledge the Testator was at that time 18 or more
years of age, of sound mind and under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by James D. Flower, Jr.
c-;2 , ~
and
Merlene Marhevka
this
day of
1tH~J
,1997.
C::~A ~~ic~W/J
NOTARIAL SEAl..
TER&8A J. I!IURKHOLDER, Notary. PubIc
CMlIIe, Cumbet1Md County,PA
My OOI'Mlllllan EJpIres Fm. 21, aooo
7