HomeMy WebLinkAbout11-20-06
PETITION FOR PROBATE and GRANT O~ETTERS. 'd,.\(
Estate of Sandra V Judy No. ( 0 CQ I (j
also known as To:
Register of Wills for the
. Deceased. County of Cumberland in the
Social Security No. 233-64-2109 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older and the execut or named
in the last will of the above decedent, dated March 17. 2005
and codicil(s) dated n/a
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at 616 Brad St
ShiooensburQ PA 17257 - 'S''',",?9C-.;)~ ~\<c;. ~c:a.~
(list street, number and municipality)
Decedent, then 64 years of age, died November 6. 2006
at Harrisbura Hosoital. Harrisbura. Dauohin Countv. Pennsvlvania
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: n/a
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(Ifnot 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:
None
$
$
$
$
10.000.00
0.00
o
o
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters \es-.4~~'f
thereon. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
S),~~~~Al '7j/;2~~
616 Brad Street
ShiooensburQ
PA 17257
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA} ss
COUNTY OF Cumberland
(J'l
The petitioner(s) above-named swear(s) or affinn(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{,) of the above decedent petitiooe<{ ,) will well ""d truly rnlmini"e< the ostate ""cor to law.
S,w, ,om to or ~ffinn ed and S,UbSCribed { 0/ c74 --1 --1,/ ~/L p.l~ . ~
b~fore me thls Zo day of -L is
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J.~UX~ Jj!(YJJ#dt ~. 2
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No.
~ \ ~ lQ (6 d-<t
Estate of Sandra V Judv
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW November AD . 2006
, 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 3/17/2005
described therein be admitted to probate and filed of record as the last will of Sandra V Judv
and Letters Testamentary
are hereby granted to
Jerry N Judy
FEES
Forest N Myers
18064 r- -~:~
ATTORNEY (Sup. t. LD. No.)
137 Park PI W
Shiooensbura
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'6} at;
Probate, Letters, Etc., . . . . . . . $
Short Certificates (3 } . . . . . . $
~ ~eRuRei!lti8n, . ,iJ ,d.l , . . . . . $
JC P {A-tJ1> $
\ TOTAL _ $
Filed. . . . \ J ~ ~y I. q \&. . . . . . . . . . . .
PA 17257-
ADDRESS
(717) 532-9046
PHONE
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1l15.i\()~ REV iiO~
This is to certify that the infonnatiun here given is correclly copied !n'ill an original certificate of death duly filed with me as
Local Registrar. The original certificate will he forwarded i(l the Slclfe' Vitcd Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or phc:>tograph.
h~e lur this certifilc\tC. S6.00
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P 12996297
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS .~ Z gj
CERTIFICATE OF DEA TH~: cf) '7'-
STATE FILE NU~
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H105.143 REV, 02f2006
TYPE I PRJNT IN
PERMANENT
BlACK INK
1. NiJTIe of Decedem. (FlISt, ~, last. suffix)
2109
19. MoIher"sNane(Fi<s(middle.__)
Wilda Boyd
2Ob. _r.MallngAdd....(_,cltyll:lWn,_.zJpa..)
616 Brad Street, Shippensburg,
21c. PlaceofDispooition(N....oI_.aumalc<y.._pil<e)
~~
Harrisburg
12. Was DecedentENerin1he
u.s. Armed Forces?
Dyes l2INo
Decedent's
Adual Residence 17B. State
17b Ccun~ Cumberland
Sandra
5 AQe(lest8if1!lday1
6. Dale of Birth Moolh,d ,
7. Birth ace
64
Bb. County 01 DeaIh
January 23, 1942 Martinsburg,
Bd. FllCiity Name ~f not nstihllioo, give stt!el aocl number)
Harrisburg
oI_done<lu _of DIe. Oonof__.
. ., Shi~~I~
Read~ng Spec~al~st SC!1'OOlr:iiSb:ict
. 16._.MaiingAddnlss(SRel,clyl_,_,zipaode)
616 Brad Street
Shippensburg, FA 17257
18 F_.Nane(F....._.lasl.suthl
James M. VanMetre III
2Ila. Inlcrmart's Name (Type I Print)
Jerr N. Judy
218. Method ofOi&poslion
IZlBurlal DRsInovOfromSlale
o 00.. - Speoly
228. ,....,; SeM:e
8a. Place of Death Check one
H"''''''' 0It1e0c -0
InpiOiont OERIOu1patient ODOA ONUIllI;;r'Hoo>e
9. w..DecodontolHisp"""Qigin? ~No DVes
1I11"',specltyClman,
Mexlcan,PuertDRic:8n,et:.)
14. Mlrial Status: Married, Never Married,
_,_15ped1y)
Married
OidDeaode11t
~irla
Township?
Shippensburg
City I Born
DR_nee _,.speclty:
10. RIce: American Irtdilr'l, Black, While, e\c
(spocifyJ
White
17,. [J Yes. Oocedont Uved in
f7d.m~~~_
Twp.
N. Judy
FA 17257
21d.location(CityI_..IBle,zipoode)
Lewisburg, \-IV
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21b. DO. 01 DOpositioo (Moo"" day.l""J
~Ilems Zl&<aiywhenarifyi1g
~isnol_lII""of_b
criy cause 01_
118ms24.26_bo~bypol1OO
....1JOIlOUI1C8S-.
er Bricker F.R., PO Box 336,
23b. lkeroeNunmr
OS OO&S-<C(-L
Shippensburg, PA 17257
230. Dale Signed (M"'"" day, jIlO"J
AJoveiU~r L" zoo0
kr 8 Reason Other thaI1 CrematlJn or Donation?
321. 1I1IlSl8portlltionl~"YISpeciIy)
o DrWe< I Dpefalo' 0 Passeng" 0 _,lOan
M DOlh". 5ped1y:
33a Col1IIler(check"'~""'1 33b. Sign_~'it1o eI1iIer
. Cortllllng physIclon (Ph""", arifyi1g cause 01_ when -.. physician I10s p<mOUIlCOd death and aJmp/eIrld /tom 23) /f C -----..,
Totl1o_olmyknowloc!go._occunodduo..Ih._ot.)ond......mstolojl________________________n_______.D ~ - uL(.~-cJ! L.1/r~ I ~
=.:=.:~==~~~.:T::::~:r:~dmanneru.tlta<<L.. _____ _ ___ _ _ _ ____ 33c. LbnseNum~ 3l:l. Da1eSlgned (Monlh,day, year)
__Ieomn.,. OS Cf:Xs/';-(o!~ L jJ{.?U('cu./vI (,;, I
On the ...ofeuminatiofl.ndl or~n.ln myopinkM'l,
34. Nmneand_~rBSSofPerson'6'MCom. pletedCausertDeatf1i232, Type/Print
1.t:.1. c..{I i/-..5d::. Vr~ / ('
t-'l.~-tV'C"'U~7/ .c~K 1"'!~'3
C--" ,e'l S' {;, Y I ".{ l U
011776-L Fo elsan
23a 10tiEtMoInw~'-~::'cf~t:=~~0
2.. TmeolDealh 25. D8lePronouncedDead(Nonll1,day,lOlI1
! D.. lVo Uelo'-<b.or (p
CAUSE OF DEATH (SM inatructiona and .ampl..,
18n'Zl. PART t En\erthe ~-liseeses, iljuries, or~- thai. directly CUied the deaIl. 00 NOl enlerterminal events slldl ascatiac wrest,
....poabIy........___~the_y.UslooIyone.....""_li1>e.
=~=-~ Sc. {>-\- t-<.. S ~O ck
Due to (or sa a OOI1$lltqU8nce d).
ZcoG:,
: Approximateilt&tval
: OnsetloDoalh
2-4 ~ r2S
I
,
~ist_.HlS1y.
. toC8US8linldonfrlea
Enter UNDERL 'fiMG CAUse
(disease or Ijmy thal i<j;lIIod the
events IWliIirIg m death ) lAST.
b.
Due to (or.. a consequence d).
Due to (or 8& a OOI'lSequence or)
d.
30a w. JIJ Au10pBy
_?
301>. Wsoe_Fin<ings
A__IoCon\llOlOO
01 Cause 01 DeoIh?
31. MlIOOlII'ofDeath
~",I OHO-
0- DP9ndingInves1igalbn 32<1. Tmeollcjury
0- OCouidNofbelle'ormlned
Dyes ~
Dyes DNo
E
~
fi'
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26. WfJlSCaseRelerredtoMedicatEx1Vniner1
& yes D No
Pa.r1J):Emerolber~rdcondiOOnscmtmul:i~kldeath
but not ~ in the underlying cau&e gWen in Pail.
28, D1dTobaccoUaeCorrtslbutetoDeath?
o Yes D Probably
o No ~Unkno.n
29. If Female:
~pl&gnBfJI"'''''pesI)'9W
tfPregoanta1~meolOeath
o No1pregnam,bu1preg:nmtwlthIn42days
oIdealh
o Notpregnlnl, bufpregnant43da)'S10 1)'eat
oIdeath
o Unknown if pregnant wlIhio the past year
32c, Place of Injury: Home. Fam. Street. Factory,
Office 801kl1ng, etc. (Spedfy}
32g location of Injuy IS1ooet, cly /town. staIB)
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ll'll'1La5't ~tU anb ~e5'tament:H
I, SANDRA V JUDY, of Shippensburg, Cumberland County, Pennsylvania, revoke my
prior wills and declare this to be my Last Will:
FIRST: PAYMENT OF EXPENSES - I direct that the expense of my last illness and funeral be
paid from my estate as soon as may conven iently be done.
SECOND: BEQUEST - I give, devise and bequeath my estate, real or personal, tangible or
intangible, together with all insurance policies thereon unto my husband, JERRY N JUDY,
provided he shall survive me by thirty (30) days. In the event my husband fails to survive me
by thirty (30) days, I then give, devise and bequeath all my estate whether real or personal
property, tangible or intangible, together with all insurance policies thereon to my children, in
as nearly equal shares as possible, per stirpes.
THIRD: RESIDUE OF ESTATE - I give, devise and bequeath all the rest, residue and remainder
of my estate unto my husband, JERRY N JUDY, provided he shall survive me by thirty (30)
days. In the event my husband fails to survive me by thirty (30) days, I then give, devise and
bequeath all the rest, residue and remainder of my estate to my children provided they shall
survive me by thirty (30) days, in as nearly equal shares as possible, per stirpes.
FOURTH: PROTECTIVE PROVISION - To the greatest extent permitted by law, before actual
payment to a beneficiary, no interest in income or principal shall be (i) assignable to a
beneficiary or (ii) available to anyone having a claim against a beneficiary.
FIFTH: DEATH TAXES - All federal, estate and other death taxes payable on the property
forming my gross estate, whether or not it passes under this will, shall be paid out of the
principal of my probate estate just as if they were my debts, and none of those taxes shall be
charged against any beneficiary. This provision shall not apply to any property over which I
have a general power of appointment of federal estate tax purposes.
SIXTH: TRUST FOR DAVID N JUDY - Any share of my estate to which DAVID N JUDY may
be entitled shall be held IN TRUST for a period of fifteen (15) years following my death under
the following terms:
(a) The income and so much of the principal as my Trustees.. in their sole discretion
deem necessary for the support, maintenance, and education of my son shall be
paid to or for the benefit of DAVID N JUDY. \ty is~~X- ~Jf~. Y8n that the Trustees
be given absolute discretion in making these d~i8.~ ~ II not be
subject to direction by any third party. No part of ~>I89~SI shall be
available, except at the sole discretion of the Trustees.
S J :/ /tiel Dc l~aN 9aOl
(b) Upon the expiration of fifteen (15) years following my death, the principal and
accumulated income, if any, shall be, at the option of my Trustees, paid to
DAVID N JUDY, or continued IN TRUST under the terms of Paragraph (a)
above.
(c) In the event DAVID N JUDY shall fail to survive me by sixty (60) days, or die
prior to the expiration of fifteen (15) years following my death, I direct that his
share be given according to his Last Will and Testament, and in the absence of a
Will, to my daughter, LISA M JUDY.
SEVENTH: APPOINTMENT OF TRUSTEES -I appoint my daughter, LISA M JUDY, JULIE VAN
METRE TATE and DOROTHY KAY VAN METRE, or the su rvivor(s) of them Trustees of the Trust
created under this, my Last Will and Testament.
EIGHTH: MANAGEMENT PROVISIONS - I authorize my Executor, as follows:
A. Retain/Invest: To retain and to invest in all forms of real estate and personal
property, including common trust funds, mutual funds and money market deposit
accounts and certificates of deposit, regardless of any limitations imposed by law on
investments by executors or any principle of law concerning investment diversification;
B. Compromise: To compromise claims and to abandon any property which, in my
Executor's opinion, is of little or no value;
C. Borrow: To borrow from and to sell property to my husband or others, and to
pledge property as security for repayment of any funds borrowed;
D. Sell/Lease: To sell at public or private sale, to exchange or to lease for any period of
time, any real or personal property and to give options for sales of leases;
E. Capital Changes: To join in any merger, reorganization, voting-trust plan or other
concerted action of security holders, and to delegate discretionary duties with respect
thereto;
F. Distribute: To distribute in kind and to allocate specific assets among the
beneficiaries (including any custodian hereunder) in such proportions as my Trustee
may think best, so long as the total market value of any beneficiary's share is not
affected by such allocation.
These authorities shall extend to all property at any time held by my Executor or my
Trustee and shall continue in full force until the actual distribution of all such property.
All powers, authorities and discretion granted by this Will shall be in addition to those
granted by law and shall be exercisable without court authorization.
2
NINTH: It is my desire that my estate pass to my children upon the death of my spouse.
Accordingly, should my spouse remarry following my death, it is my desire that our joint estate
be maintained and that no part of our joint estate pass by gift or devise to my spouse's new
spouse.
TENTH: EXECUTOR - I appoint my husband, JERRY N JUDY, Executor of my Will. In the
event of the death, resignation, renunciation or inability of my husband to act as Executor, I
appoint LISA MARIE JUDY, JULlE VAN METRE TATE and DOROTHY KAY VAN METRE, or the
survivor of them, Executors of this, my Will. Neither my Executor, nor any successor shall be
required to give bond.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 17th day of MARCH, 2005.
).,,' ~'" ,....' _,_, " (SEAL)
SANDRA V JUDY, 1estatrix
In our presence, the above-named Testatrix signed this and declared it to be her will, and now,
at her re est and in h r presence and in the presence of each other, we sign as witnesses:
3
STATE OF PENNSYLVANIA
SS
COUNTY OF FRANKLIN
I, SANDRA V JUDY, having been duly qualified according to law, acknowledge that I
signed the foregoing instrument as my Will, and that I signed it as my free and voluntary act for
the purposes therein expressed.
.S" ,.",:'':: '" ,-,- i, /u~"":"'-'S;
SANDRA V jUDY~ Testatrix
We, SANDRA V JUDY, the Testatrix in and the undersigned witnesses to the Will, the
attached or foregoing instrument, who have signed the instrument, having been qualified
according to law do depose and say:
(a) that I, the Testatrix, do hereby acknowledge that I signed the instrument as my Will,
that I signed it willingly and as my free and voluntary act for the purposes therein
expressed; and
(b) that we, the witnesses, were present and saw the Testatrix sign and execute the
instrument as her Will, that she signed it willingly and executed it as her free and
voluntary act for the purposes therein expressed; that each of us in the hearing and sight
of the Testatrix signed the Will as witnesses and that to the best of our knowledge, the
Testatrix was at that time eighteen or more years of age, of sound mind and under no
constraint or undue influence.
.~, )
,k-"-"'1S
T~f~
Subscribed, sworn to or affirmed,
and acknowledged before me by the
above-named Testatrix and by the
witnesses whose names appear on
this 17th day of MARCH, 2005.
~p~
NOTARIAL SEAL
FOREST N.MYERS, NOTARY PUBLIC
SHIPPENSBURG BOROUGH, COUNTY OF FRANKLIN
MY COMMISSION EXPIRES DECEMBER 17,2005
4