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HomeMy WebLinkAbout10-24-06 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Mary R. Donaghy also known as No. 211-- () \c)" oq'"63 , Deceased Social Security No. 162-07 -9876 Austin C. Dougherty and Lawrence J. Dougherty Jr. Petitioner(s), who is/are 18 years of age or older, appl(ies) for: (COMPLETE 'A' or 'B' BELOW) 00 A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the '1/;1-' 6I<6d.i/l~ ('",5 the Decedent, dated ftvc..-vsr ~,},.();>S and codicils dated - named in the last Will of 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 the victim of a killing and was never adjudicated incompetent: o B. Grant of Letters of Administration (c.t.a; d.b.n.c.t.a; pedente 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 Name Relationship Residence , I . . '._-" ( ~ .-., .. , c. . (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her family or principal residence at 5225 Wilson Lane, Mechanicsburg, PA 17055 (list street, number, and municipality) r , "--,,:\.... _J Decedent, then 90 years of age, died 10/01/2006 at Lower Allen Township, Cumberland County, Pennsylvania (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 $ $ $ $ 1,300,000.00 Qot. situated as follows: Prepared by the Pennsylvania Bar Association Copyright (c) 2004 form software only The Lackner Group. Inc Form RW-1 (1991) Oath of Personal Representative :::ommonwealth of Pennsylvania :::ounty of Cumberland 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 representative(s) of the Decedl~nt. Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed .; (' ~S- ~~ ./' /' before me this ;{ ~ day of o clbbJLr , ;xiJ.JJ ~u. ;nVlt~_:b\r'a.<h~ For the Regist 'f:'!'-.~ ~ No. 21- C(Q () i S_~ Estate of Mary R. Donaghy , Deceased also known as 162-07-9876 Date of Death: ~ ~ Oc::bb[ 1010112006 Social Security No: AND NOW, J.t.iJ( () . in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters 00 Testamentary 0 of Administration (c.t.a.: d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Austin C. Dougherty and Lawrence J. Dougherty Jr., in the above estate and that the instrument(s) dated described in the Petition be admitted to probate and filled of record as the last Will of Decedent. ~AllRei8tion..9..i~.\................ $ '& 10 06 dO.OO \':;.00 1tflLk. ~ .. i J A~! / / 1/ Register of Wills l/:'-';71 / / . 'T>hV'l/'!/ I / (~L0~f. '. {fttJ.j tv:::" )~- FEES Letters.......................................... $ Short Certificate(s)...................... $ Attorney: Affidavits ( )..........................$ I D N ''---e<7 01.ji . . 0: f Extra Pages ( )......................$ z Pn...--\-o JCP Fee......................................$ , S - 00 Telephone: I ~O() l'/l>4f!-{<E r Sf'. ') Ci IE "It" l-811 /.; f tv :; i yJ;\ i 'I C 'f 3 71 7 : .) i 1 - 0:7 i 3 f+4JJ .4~A'J G. eD<1 ('11S1'. i\/:3T Address: CodiciL.......... ...................... ....... $ Inventory.. ............. ....................... $ E-Mail: Other............... .............. ........ ....... $ LS TOTAL............................ $ '8"loD 00 Prepared by the Pennsylvania Bar Association Copyright (c) 2004 form software only Th~ Lackn~ GroUp, In<:. Form RW-1(1991) Tb:', I, I, t,oC;jI _ 1 ~" l , ','" "i 1 ~; 'i'- i'i;i ,-',-T'lfi",':th' pi declfh duly filed with me as qU- : )ificc inr [lcrn:lllCn! 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(JL ~L;')b, TlUN''>VL 0Jf\() (J'IflAr\-i\q lfu\\ ~ f (See instructIOns and examples on ,everse) Register of Wills of Cumberland County, Pennsylvania OATH OF SUBSCRIBING WITNESS Estate of Mary R. Donaghy No. 21-- t:>lo O~3~ also known as , Deceased James D. Bogar Beth B. Lengel (each) a subscribing witness to the 0 codicil(s) [!] will(s) presented herewith, (each) being duly qualified according to law depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and that she/he/they signed as a witness at the request of Testator(rix) in his/her/their presence and [!] in the presence of each other 0 in the presence of the other subscribing wiitness(es). COMMONWfALTIl Of PfNI'ISYlVA"'A NOTARIAL SEAL 8ON~ft l. WIlL/4MS. HOTARYPU8LfC IKIREMA~.SmWN BORO., CUMBERLAND co. MY COMMISSION EXPIRES APRIL 18 200! 1 West Main Street Shiremanstown, PA 17011 (Addr~ss) ./) . / ~.!17 / IIIQ-' 1'-I~'V1 , . i , '.. ). ~'/,/(. '1 (Signature) Beth B. Lengel Sworn to or affirmed and subscribed 1 West Main Street Shiremanstown, PA 17011 (Address) (,) --..! ivt~ of OcFc~.fz -=B ern n u d) ~ Lc) ~iQ1 nw~!.J before me this day (Signature) J DD (,) Notary Public My Commission Expires: (Signature and seal of Notary or other official qualified to administer oaths Show date of expiration of Notary's commission.) (Address) NOTE: To be taken by officer authorized to administer oaths. Please have present the original or copy of instrument(s) at time of notarization. Prepared by the Pennsylvania Bar Association Coovriqht (c) 2004 form software only The Lackner GrouP. Inc Form #RW-2 (1991) LAST WILL AND TESTAMENT OF MARY R. DONAGHY I, MARY R. DONAGHY, of Mechanicsburg, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and Codicils heretofore made by me. FIRST: I give and bequeath my six-prong Solitaire Ring, approximately .88 karats and my Beaver Coat to my niece, ELAINE M. HERALD. SECOND: I give and bequeath my three-diamond Ring (one large diamond and two small diamonds) to my niece, KATHLEEN D. BRONSTEIN. THIRD: I give and bequeath my five-diamond Wedding Band to my niece, NANCY DOUGHERTY HARVEN. FOURTH: I give and bequeath my Diamond Heart Pendant to my sister-in-law, ARLENE DOUGHERTY. FIFTH: I give and bequeath my Mink Coat to my sister- in-law, GWENDOLYN DOUGHERTY. SIXTH: I give and bequeath my Emerald Ring and my Crystal to my sister-in-law, FRill~CES DOuGHERTY. SEVENTH: I give and bequeath the sum of One Thousand and No/I00 ($1,000.00) Dollars to THE SOCIETY FOR THE PROPAGATION OF THE FAITH, of Union Deposit Road, Harrisburg, Pennsylvania, for the purpose of the saying of Gregorian Masses for the repose of my soul. EIGHTH: Should any of the individuals named In the FIRST through SIXTH Clauses hereinabove predecease me, I direct that the items bequeathed to them be and become a part of my residuary estate to be distributed as set forth hereinbelow. NINTH: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, as follows: (A) Twenty-five percent (25%) thereof to my brother, JOHN J. DOUGHERTY, provided that should he predecease me, then to his issue per stirpes by representation, and if there be a failure of same, then I give and bequeath his share to my surviving brothers as provided herein. (B) Twenty-five percent (25%) thereof to my brother, AUSTIN C. DOUGHERTY, provided that should he predecease ruB, then to his issue per stirpes by representation, and if there be a failure of same, then I give and bequeath his share to my surviving brothers as provided herein. (C) Twenty-five percent (25%) thereof to my brother, LAWRENCE J. DOUGHERTY, SR., provided that should he predecease me, then to his issue per stirpes by representation, and if there be a failure of same, then I give and bequeath his share to my surviving brothers as provided herein. (D) Twenty-five percent (25%) thereof, In equal shares, to the children of my deceased brother, CHARLES L. DOUGHERTY, said children being JOSEPH DOUGHERTY, THOMAS DOUGHERTY" and KATHLEEN BRONSTEIN, provided that should any of these individuals predecease me, I give and bequeath such individual's share to his or her issue per stirpes by representation, and if there be a failure of same, then I give and bequeath such deceased individ- ual's share to the surviving children of CHARLES L. DOUGHERTY. TENTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: ? (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To compromise any claim or controversy and to abandon any property which is of little or no value. (C) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (D) To exercise any option, right or privilege granted In insurance policies or in other investments. (E) To exercise any election or privilege glven by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (F) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (G) To select a mode of pa}nnent under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exerciSE any other rights which they may have under the plan, in whatever manner they consider advisable. ELEVENTH: I direct that all inheritance, estate, transfer, succeSSlon and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with 3 respect to property passing under this Will, shall be paid out of the principal of my residuary estate. TWELFTH: I nominate and appoint my brothers, AUSTIN C. DOUGHERTY and LAWRENCE J. DOUGHERTY, SR., Co-Executors of this, my Last Will and Testament. In the event of the death, resigna- tion or inability to serve for any reason whatsoever of the said AUSTIN C. DOUGHERTY or LAWRENCE J. DOUGHERTY, SR., I nominate and appoint my niece, ELAINE M. HERALD, Co-Executor of this, my Last Will and Testament. I direct that my Co-Executors, as the case may be, shall not be required to post security or a bond for the 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 "3 cA\,\.. day of f~~1(.S.t , 2005. ,.,., /( ./~.'. ,,-") /''?';"' - ,/- .- I" { e-.,;""-1-'-Y /\ ~':~/t"'^-7/,-.(:_,~,~.Lr';_';;!.. MARY R. (fuNAGHY v ./ (SEAL) 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. ~~~tM- / '), J, 1./"1} -;f" ,-'f /1, ,..(f I lul/I;' /. ~ ./ 11; /('/{ ,I t/ Address Address 4