HomeMy WebLinkAbout10-13-06
.
Register of Wills of Cumberland Cormty
Estate of JEANNE M. KELLY
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
~ ,~ D' -6 Xq~
No.
To:
, Deceased.
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
Social Security No. 082-14-1638
The petition of the undersigned respectfully represents that:
Your petitioner(s), whois/are 18 years of age or older, and the execut ors named in the last will of the
above decedent, dated September 12 , 20 06
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland
Pennsylvania, with h~last family or principal residence at
20 N. 12th Street, Borough of Lemoyne
County,
(list street, number and municipality)
Decedent, then ~ years of age, died October 7 , 20~, at home
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:
...
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:
$ 60,000.
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented
herewith and the grant ofletters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
thereon.
Signature(s) ofPetitioner(s)
Residence(s) ofPetitioner(s)
: ~~t~~._~
261 Stratford Avenue, Westmont, NJ 08108
30 Drexel Place, New Cumberland, PA 17070
.
Re~merof\VillsofCumberlandCoun~
OATH OF PERSONAL REPRESENTATIVE
COUNTY OF CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA
SS:
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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 beliefofpetitioner(s) and that as personal representative(s) of the above
decedent petitioner(s) will well and truly administer the estate according to law.
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Sworn to or affirmed a~d..~cribed
Before me this I:J day of
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No. {} (.. D ~ - 0 ~ qg-
Estate of JEANNE M. KELLY
. Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW () (t J 3 20fLb, 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
September 12, 2006 . described therein be admitted to probate filed of record as the last will of
Jeanne M. Kelly : and Letters are hereby granted to
Catherine J. Spade and Frances K. Eavenson
FEES
Probate, Letters, Etc. .............
Will .................................
$
$
Renunciation... . . . . . . . .. ... . . . . .. . . $
$
$
$
$
$
20~
Short Certificates.({ ) ............
JCP..................................
Automation Fee.................._
Bond.. .......... ....... ....... .:.....
Total
Filed tD I L;
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10"00
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11'/.6 J
(717) 737-0464
Phone
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I05.R05 REV 110<
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.
Fee for this certificate, $6.00
p
12839878
No.
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Local Registrar
OCT 11 2006
Date
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COMMONW1, EALTH OF PENNSVLVANIA. OEPIlIRTMENT OF HEALTH. VITAL RECORDS
I CERTIFICATE OF DEATH
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'.2187
STATE FILE NUMBER
SOCIAL SECURITY NUMBER
2. r:emu\e. 3.or~ -ILf
lifE OF BIRTH 13IATHPLACE (Coly and PLACE OF DEIlfH iChec;k Ol'ly 008 - -lee 'nSlrucllOOS ()<\ OIMI we)
Ol1lh, Dav. .l'tIllItI Slate 01 fcce.gn Covnlly) HOSPITAL:
a.t' ISJ ~ /9.). () 7.Englewood, NJ :~alienl 0 EAJOutpa'i.nl 0
CITY. aORO. TWP OF 'EATH FACILITY NAME (II nol In51>1\11100. QNe >!Itel.nd n\lmberl
SEX
AGE (Last B01I1Oay)
~ 5. <J 'S
! COUNTY OF DE.IJ'H
lit.
Cumberland
20 North 12th Street, Room 327
WAS DECEDENT EVER IN
U.S. ARMED FORCES?
'Ie. [Zl No 0
Lemoyne
l(IND OF BUSINE
lie.
DECEOEI'lT'S USUAL OCCUPIJION
(~~"'Wno"'K~';'~U':'~'~
Homemaker
12.
-/
OOAO
~:,Iy)O
MARITAL STATUS. Ma.lie<I
Nave, Married. W_d.
Divorced (Speedy)
white
SURVIVING SPOUSE
111 wde. gIve maiden nameJ
widowed
14.
17c.0 Yes. deCedenllived in
17b. Coun
Old
decedent
Ilvelna
CqtIjberland _nship? 17d.C0 =h::.-~.::u:,,~OI
MOTHER'S NAME iF.ol.Moddle. Melden Surname)
citylboro.
20 North 12th Street,
1'. Lemoyne, P A 17043
FRHER'S NAME (F"st. MOldle. L'Sl)
1'.
INFORMANT'S NAME (TyperPrin.)
20.. Fran Eavenson
METHOOOF DISPOSITION
BUrial1Rl C.emallonORe_homS.al.O
OIhe' (Speedy
1Wp.
Lemoyne
19. Isabel France E a
INFORMANT'S MAILING ADDRESS 151'''1. CilyflOwn. Slala, Zip Coda)
2. 30 Drexel Place New Cumberland PA 17070
PLACE OF DISPOSITION. Nama of Cemalllfy. Crematory LOCIlfION . Cityfrown, Slala, Zip Coda
0' Other Place
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1~!Jl1ing G~een Memorial Park 2f.J.ower Allen Twp" , PA 17011
NAME DAOD...RESSOFFACILlTY Parthemore FH & CS, rne.
22c. P.O. 'Box 431 New Cumberland PA 17070-04 1
LICENSE NUMBER DATE SIGNED
(Month. Day, ""at,
23b. 230.
WAS CASE REFERRED TO MEDICAL EXAMINERICORONER?
Vo.O
11, 2006
;0"" 24.~ mllSt be completed by
~n who pronoune8. death.
?J..!O'-tJ
24. M. 25.
7. PART I: Enter the diuases, Injunes or compllCAhons which caused Ihe dealh 00 not entsr the mode of dying. such as cardiac or re.spnalory arresl, shock Dr heart fallur.
lISt onty ooe cause on eaCh line
"IIIEDlATE CAUSE (F."",
=':.c=~~ C"~f"hy,,::u...t tA
aUE 16 (dR AS A CONSEjENCE OF):
"l\l8n1ially list condilions
any, laadlno 10 immediale DUE 10 lOR AS A CONSEOtJENCE OF):
A~E;;;'~U:O;:-,I:G c. I
'" if'otiated events DUE TO (OR AS A CONSEOi' E NeE Of):
..-oII1nO on dee\l'ollAST
d.
..5 AN AUl'OPSV Wl:RE AUTOPSY FINDINGS MANNER OF DEATH
AFORMEO? AVAILABLE PRIOR 10
COMPLETION ~ CAUSE
OF DE.IJ'H?
Natural
o
o
o P~CE OF INJURY. AI hom.. tar~~;eer, lact"",. otflea
huilding. SIC. ISP8Cllv)
300.
DATE OF INJURY
(Monlll. Oay. Yeat)
TIME OF INJUAY
Homicide
.. 0
Could no' be determined
Accident
Pending '""..Iiganon
No 0
o
Suicide
No
2.b.
RTORER IChock only one\
. CERTIFYING PHYSICIAN (Physocoan cecll4ymg cause ~ dealh whet1 anothe' vSIC..n has pronounced dealh and complale<1l1em 23)
To l"- bft( 0' "'V knowt<<JQ.. d.ath oecuCTe<l due '0 'lh. c.u.e(s) Ind mIne, .. stated. . . . . . . . . . . . . . . . , . . . . . .
. PRONOUNCING AND CERTIFYING PttYSIC)AN (PhVSClCln bel" pronouncl , death and cerll(Ylng to caU,8 01 dealh\
To the beet ot my knowl..dgfll, delth occurred at the Urne, dat., and Plle1' and due to the cluse(l} and manner.. ...ted.. . '" . . .
"MEDICAL EXAMINER/CORONER
On Ihe ba.i. 01 ..aminatlon Ind/or Investigation. in my opinion, death Ollcuffad allhallme, date, and place, and due 10 Ihe cause(s) and
_.m.::~~r., statH.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .~. . . . . . r . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Al;~T~~R "I
, / '('r~--1<?'U'~'5"R.......---+--
29.
o
o
o
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NoIXl
28.
I Approt.imat.
; Wllerval between
I onset and death
I
1
PART II:
Othe. significant condIIions conltlbu1lng 10 doath. bill
noI...\Jfting in Iha undertying co.... giWn in PART I.
INJURY AT WORK?
DESCRIBE HOW INJURY OCCURRED.
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LAST WILL AND TEST AMENT
OF
JEANNE M. KELLY
I, JEANNE M. KELLY, of the Borough of Lemoyne, County of Cumberland, Commonwealth of
Pennsylvania, declare this to be my Last Will and revoke any Will or Codicil previously made by me.
ITEM 1:
Upon my demise, I direct my body be laid to rest in a lot next to my late
husband, William T. Kelly in the Rolling Green Memorial Park, Lower Allen Township, Cumberland
County, Pennsylvania.
ITEM 2:
I direct that all my just debts and funeral expenses be paid as soon as practical
after my death.
ITEM 3:
I direct that all taxes that may be assessed in consequence of my death, of
whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of
the expense of the administration of my Estate.
ITEM 4:
I give, devise and bequeath all the rest, residue and remainder of my estate of
every nature and wherever situate, together with all insurance, in equal shares to my daughters,
CATHERINE J. SPADE of 261 Stratford Avenue, Westmont, New Jersey and FRANCES K.
EAVENSON of 30 Drexel Place, New Cumberland, Pennsylvania, or the survivor of them.
ITEM 5:
Should any beneficiary entitled to a share of my estate not have attained the age
of twenty-five (25) years at the time of distribution to him or her, I devise and bequeath the share of such
eneficiary to the SURVIVING PARENT of the said beneficiary, as Trustee to be held in separate trusts,
Page 1 of7
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to hold, manage, invest and reinvest the share so received, in accumulation of income thereon, and to use
and apply the income and principal, or so much thereof as, in Trustee discretion, may be necessary or
appropriate for such beneficiary's maintenance, support, and education (including college education,
both graduate and undergraduate) without regard to his or her parents' ability to provide for such
maintenance, support or education, or to make payment for these purposes, without further responsibility,
to such beneficiary's parents or to any person taking care of such beneficiary. Any principal or income
not so applied shall be distributed to such beneficiary absolutely when he or she attains the age of
twenty-five (25) years. If he or she dies before attaining the age twenty-five (25), the Trust shall
terminate and such share shall be distributed to his or her personal representative. Should the principal
of any trust herein provided for be or become too small in the Trustee's discretion so as to make
---.:.---------.. establishment or continuance of the trust inadvisable, the trustee or my personal representative may,
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\ without court approval, make immediate distribution of the then-remaining principal and any
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Y accumulated or undistributed income outright to the person or persons and in the proportions they are
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then entitled to income. Upon such termination, the rights of all persons who might otherwise have an
interest as succeeding income beneficiary or in remainder shall cease.
ITEM 6:
No interest in income or principal of my estate or any trust created hereunder
shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in
bankruptcy of any beneficiary of my estate or of any trust created hereunder prior to the beneficiary's
actual receipt thereof. My Co-Executrices or Trustee shall pay over the net income and the principal to
he beneficiaries herein designated, as their interests may appear, without regard to any attempted
nticipation (except as may be specifically provided herein), pledging or assignment by any beneficiary
Page 2 of7
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of my estate or of any trust created hereunder and without regard to any claim thereto or attempted levy,
attachment, seizure or other process against said beneficiary.
ITEM 7:
My Co-executrices, Trustee or their successors shall have the following powers
in addition to those given by law to be exercised by them in their absolute discretion, which powers shall
be applicable to all property held by them, effective without the order of any court and until the actual
distribution of all such property:
a. To retain any investments at discretion including stock of any corporate fiduciary
hereunder or of a holding company controlling it;
b. To invest and reinvest in the their discretion as permitted under Act 28 of 1999, as
amended, the "Prudent Investor Act," with the specific right to invest in stocks, bonds and real estate,
including non-income producing residential real estate for the occupancy of any present income
beneficiary or beneficiaries, and in such diversified, proprietary money market and mutual funds,
including such mutual funds of any corporate fiduciary hereunder or those of any successor or affiliated
corporation or a holding company controlling it, as my co-executrices and trustee deem appropriate;
c. To sell, to grant options for the sale of, or otherwise convert any real or personal
property or interest therein, at public or private sale, for such prices, at such time, in such manner and
upon such terms as they may think proper, and to execute and deliver good and sufficient conveyances,
assignments and transfers thereof without liability of any purchaser to see to the application of the
purchase money;
d. To borrow money and to secure the repayment thereof by mortgage of real or personal
roperty, pledge of investments or otherwise, without liability on the part of the lenders to see to the
pplication thereof;
Page 3 of7
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e. To compromise claims by or against my estate or any trust created hereunder;
f. To allocate and distribute different kinds or disproportionate shares of property or
undivided interests in property among beneficiaries or trusts, in cash or in kind, or partly in each;
g. To register investments in the name of a nominee or to hold the same unregistered in
such form that they will pass by delivery;
h. To join in any recapitalization, merger, reorganization or voting trust plan affecting
investments; to deposit securities under agreement; to subscribe for stock and bond privileges; and
generally to exercise all rights of security holders;
1. To manage, operate, repair, alter or improve real estate or other property, and to lease
real estate and other property upon such terms and for such period as my executor and trustee deem
advisable even for more than five (5) years and beyond the duration of any trust;
J. To deduct administration expenses upon either the federal estate tax. return or fiduciary
income tax return with or without adjustment as between principal and income, as my corporate or
disinterested executor shall determine;
k. To associate with them in the absence of a corporate fiduciary, an accountant, custodian
and investment advisor, and other agents and to compensate them from principal or income or both, as
y executor or trustee shall determine, such compensation to be a reduction of the compensation of my
xecutor or trustee;
l. To associate with them at any time, in their absolute discretion and of their choice, a
orporate fiduciary which shall have the same powers as my executor or trustee, such designation by my
o-executrices or trustee and acceptance by a corporate fiduciary to be in writing;
Page 4 of7
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m. To combine, without prior court approval, any trust herein with any other trust with
substantially similar provisions, although such other trust may have been created by separate instruments
and by different persons, and, if necessary to protect different future interests, to value the assets at the
time of such combination and to record the proportionate interest of each separate trust in the combined
fund; provided however, that no such combination shall be permitted if the effect of such combination
would be (1) to violate the applicable rule against perpetuities; (2) to disqualify any interest in one or
more of such trusts for a deduction for federal estate tax purposes which would otherwise be allowable;
or (3) to cause the loss of the exempt status of one or more of such trusts from the imposition of the
generation-skipping tax;
n. To exercise any stock options which they may receive; to borrow such funds from any
source as my co-executrices or trustee may deem necessary for the exercise of such options; and to
pledge assets as my co-executrices or trustee deem appropriate for this purpose;
o. No trustee shall be required to qualify before, be appointed by, or, in the absence of a
breach of trust, account to any court (and failure to account alone shall not be considered such a breach);
nor shall trustee be required to obtain the order or approval of any court in the exercise of any power or
decision granted hereunder;
p. To allocate any generation-skipping transfer tax exemption from the federal generation-
skipping transfer tax to any property to which I am deemed the transferor under the provisions of Section
2652(a) of the Internal Revenue Code of 1986 and its successors, including any property transferred
under my will and any property not in my probate estate and any property transferred by me during life as
o which no allocation was made prior to my death, to the extent necessary to cause the inclusion ratios
applicable to such transfers to be zero;
Page 5 of7
q. To disclaim any interest in property without court approval; and
r. To do all other acts and things necessary or appropriate In the management,
administration and distribution of my estate or trust.
ITEM 8:
Until distributed, no gift or beneficial interest shall be subject to anticipation or
voluntary or involuntary alienation.
ITEM 9:
I appoint my daughters, CATHERINE J. SPADE and FRANCES K.
EAVENSON, Co-Executrices, or the survivor of them of this my Last Will.
ITEM 10:
I direct that my personal representative, or their successor, shall not be required
to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and
Testament, this I ~ day of J5 p~ . 2006.
aA1/Vl~ 1rl,
K.KELLY
Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will
and Testament in our presence, who, at her request, in her presence and in the presence of each other,
have hereunto subscribed our names as attesting witnesses.
residing at
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Page 6 of7
COMMONWEALTH OF PENNSYLVANIA )
) ss:
COUNTY OF CUMBERLAND )
We, JEANNE
~A-d S'JrILI'"
M.
KELLY,
.J. H~~J'~t,
and
, the Testatrix 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 Testatrix signed and executed the instrument as her Last Will and that she
had signed willingly, and that she executed it as her free and voluntary act for the purpose therein
expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the will as
witness and that to the best of his or her knowledge, the Testatrix was at the time eighteen (18) years of
older, of sound mind and under no constraint or undue influence. ~. nl. !-<; }/Q{1A
~M.KELLY J
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Witness /
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Subscribed, sworn and acknowledged before me H(II,.(, r Ie: (!., "/4"'- by
,
JEANNE M. KELL Y, the Testatrix, and subscribed and sworn to before me by
, HA,H/,Ltr# e If. t and {!A,(.; I S,.", {If A , the witnesses, this
.).fL day of Se~~,,- , 2006.
,
If
IOTARIAL SEAL
KEllY f. COYlE. NOTARY MUC
IMlPDBIlWP. CUM8ERlAND coum
MY COM'" EXPIRES JUWE 17 2001
Page 7 of7