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  • Estate of  Morrison, Margaret EllenDecedent's Estate document preview
  • Estate of  Morrison, Margaret EllenDecedent's Estate document preview
  • Estate of  Morrison, Margaret EllenDecedent's Estate document preview
  • Estate of  Morrison, Margaret EllenDecedent's Estate document preview
  • Estate of  Morrison, Margaret EllenDecedent's Estate document preview
  • Estate of  Morrison, Margaret EllenDecedent's Estate document preview
  • Estate of  Morrison, Margaret EllenDecedent's Estate document preview
  • Estate of  Morrison, Margaret EllenDecedent's Estate document preview
						
                                

Preview

DE-111 ATTORNEY OR PARTY WITHOUT ATTORNEY: STATE BAR NO.: 206908 FOR COURT USE ONLY NAME: Erwin Williams FIRM NAME: McKeman, Lanam, Bakke & Williams, LLP STREET ADDRESS: 2725 Esplanade Superiu Counl LII Cellinilliil. CITY: Chico STATE: CA 95973 ZIP CODE: F Cmnl'll' of Butte TELEPHONE NO.: (530) 877-4961 mm: (530) 891-1704 | E'MA'LADDRESS' lawoffice@mlbwlaw.com L 4/26/2023 L ATTORNEY FOR (name): Toni Lynne Langlitz, Petitioner SUPERIOR COURT OF CALIFORNIA, COUNTY OF BUTTE E E STREET ADDRESS 1775 Concord Avenue Clue-r1: MAILING ADDRESS 1 1775 Concord Avenue CITY AND ZIP CODE: Elem"? Chico 95928 EI'EfllO-'ilc'al'l'r' FILED BRANCH NAME Probate : ESTATE OF (name): Margaret Ellen Morrison, aka Margaret E. Morrison, aka Margaret Morrison DECEDENT PETITION FOR X Probate of {:3 Last Will and for Letters Testamentary CASE NUMBER: Probate of [:3 with Will Annexed Lost Will and for Letters of Administration 23PR00205 Letters of Administration Letters of Special Administration [:3 with general powers Authorization to Administer Under the Independent HEARWG DATE AND TIME: DEPT; Administration of Estates Act [:3 With limited authority June 6, 2023 9:00 a.m. Probate Publication will be in (specify name of newspaper):Chico 1. Enterprise Record a. [:3 Publication requested. b. X Publication to be arranged. 2. Petitioner (name each).' Toni Lynne Langlitz requests that a. X decedent's will and codicils, if any, be admitted to probate. b. (name): Toni Lynne Langlitz be appointed (1) executor (2) [:J administrator with will annexed (3) [:3 administrator (4) l:] special administrator and Letters issue upon qualification. [:l with general powers full l::]limited authority be granted to administer under the independent Administration of Estates Act. (1) bond not be required for the reasons stated in item 3e. (2) [:3 $ bond be fixed. The bond will be furnished by an admitted surety insurer or as otherwise provided by law. (Specify reasons in Attachment 2 if the amount is different from the maximum required by Prob. Code, § 8482.) (3) [:J $ in (Specify institution and location): deposits in a blocked account be allowed. Receipts will be filed. a Decadent died on (date): March 2, 2023 at (place): Chico, Butte County, CA (1) X a resident of the county named above. (2) [:3 a nonresident of California and left an estate in the county named above located at (specify location permitting publication in the newspaper named in item 1): [:l Decedent was a citizen of a country other than the United States (specify country): Street address, city, and county of decedent's residence at time of death (specify): 2491 Durham Dayton Hwy. Durham, Butte County Pegg1 of 4 Form Adopted for Mandatory Use Judicial Council of California PETITION FOR pROB ATE Probate Code, §§ 8002, 10450; www.couns.ca.gov DE—m [Rev. July 1, 2017} (Probatea—Decedents Estates) LexisNexis® Automated California Judicial Council Forms DE-111 ESTATE OF (name): CASE NUMBER: Margaret Ellen Morrison. aka Margaret E. Morrison, aka Margaret Morrison DECEDENT 3. d. Character and estimated value of the property of the estate (complete in all cases).' (1) Personal property: $ 50,00000 (2) Annual gross income from (a) real property: 0.00 (b) personal property: 0.00 (3) Subtotal (add (1) and (2)): 50,000.00 (4) Gross fair market value of real property: 550,000.00 (5) (Less) Encumbrances: ($ 25,700.00 ) (6) Net value of real property: $ 524,300.00 (7) Total (add (3) and (6)): $ 574,300.00 (1) Will waives bond. [:3 Special administrator is the named executor, and the will waives bond. (2) All beneficiaries are adults and have waived bond, and the will does not require a bond. (Affix waiver as Attachment 3e 2 . (3) [:] Ail(h)ei)rs at law are adults and have waived bond. (Affix waiver as Attachment 3e(3).) Sole personal representative is a corporate fiduciary or an exempt government agency. (4) (1) [:1 Decedent died intestate. (2) X Copy of decedent's will dated: 4/28/2008 {:3 codicil dated (specify for each): are affixed as Attachment 3f(2). (Include typed copies of handwn'tten documents and English translations of foreign- Ianguage documents.) The will and all codicils are self-proving (Prob. Code, § 8220). (3) C3 The original of the will and/or codicil identified above has been lost. (Affix a copy of the lost will or codicil ora written statement of the testamentary words or their substance in Attachment 3f(3), and state reasons in that attachment why the presumption in Prob. Code, § 6124 does not apply.) g. Appointment of personal representative (check all applicable boxes): (1) Appointment of executor or administrator with will annexed: (a) [E Proposed executor is named as executor in the will and consents to act. (b) [j No executor is named in the will. (c) E Proposed personal representative is a nominee of a person entitled to Letters. (Affix nomination as Attachment 3g(1)(c).) (d) [:3 Other named executors will not act because of death [j E3 declination :3 other reasons (specify).' Continued in Attachment 39(1)(d). (2) Appointment of administrator: (a) E Petitioner is a person entitled to Letters. (If necessary, explain priority in Attachment 3g(2)(a).) Petitioner is a nominee of a person entitled to Letters. (Affix nomination as Attachment 3g(2)(b).) (b) (c) [j Petitioner is related to the decedent as (specify).' (3) :3 Appointment of special administrator requested. (Specify grounds and requested powers in Attachment 39(3).) (4) E: Proposed personal representative would be a successor personal representative. Proposed personal representative is a (1) [:1resident of California. (2) nonresident of California (specify permanent address).' 39 Road 3335 Aztec, NM 87410 (3) resident of the United States. (4) E nonresident of the United States. DE-111 [Rev. July 1, 2017} PETITION FOR PROBATE Page 2 of 4 (Probate—Decedents Estates) LexisNexis® Automated California Judicial C ozmcil Forms DE-111 ESTATE OF (name): CASE NUMBER: Margaret E11611 Morrison, aka Margaret E. Morrison, aka Margaret Morrison DECEDENT 4. Decedent's will does not preclude administration of this estate under the Independent Administration of Estates Act. 5. a. Decedent was survived by (check items (1) or (2), and (3) or (4), and (5) or (6), and (7) or (8)) (1) E] spouse. (2) [E no spouse as follows: (a) [:3 divorced or never married. (b) X spouse deceased. (3) [:3 registered domestic partner. (4) no registered domestic partner. (See Fam. Code, § 297. 5(a); Prob. Code, §§ 37(b), 6401 (c), and 6402.) (5) X child as follows: (a) X natural or adopted. (b) [:j natural adopted by a third party. (6) no child. (7) {:3 issue of a predeceased child. (8) X no issue of a predeceased child. Decadent was X was not survived by a stepchild or foster child or children who would have been adopted by decedent but for a legal barrier. (See Prob. Code, § 6454.) 6. (Complete if decedent was survived by ( 1) a spouse or registered domestic partner but no issue (only a or b apply), or (2) no spouse, registered domestic partner, or issue. (Check the first box that applies): a C] Decedent was survived by parent parents who area or listed in item 8. b [:3 Decedent was survived by issue of deceased parents, whom are listed all of in item 8. C E] Decedent was survived by grandparent grandparents who are a or listed in item 8. [j Decadent was survived by issue of grandparents, whom are listed all of in item 8. e E] Decedent Decadent was survived by issue of predeceased spouse, a whom are listed all of in item 8. f E] Decedent was survived by was survived next of of whom are kin, all listed in item 8. E3 of by parents issue of those a predeceased spouse or parents, if both are predeceased, all of whom are listed in item 8. h. E] Decadent was survived by no known next of kin. 7. (Complete only if no spouse or issue survived decedent.) a. [:3 Decedent had no predeceased spouse. b. C] Decedent had a predeceased spouse who (1) [:3 died not more than 15 years before decedent and who owned an interest in real property that passed to decedent, (2) (:3 died not more than five years before decedent and who owned personal property valued at $10,000 or more that passed to decedent. (If you checked ( 1) or (2), check only the first box that applies).' (a) [j Decedent was survived by issue of a predeceased spouse, all of whom are listed in item 8. (b) 1:: Decadent was survived by a parent or parents of the predeceased spouse who are listed in item 8. (c) [j Decedent Decedent was survived by issue of a parent of the predeceased spouse, all of whom are listed in item 8. (d) [j Decedent was survived by next of kin of the decedent, all of whom are listed in item 8. (e) E] was survived by next of kin of the predeceased spouse, all of whom are listed in item 8. (3) E:] neither (1) nor (2) apply. 8. Listed on the next page are the names, relationships to decedent, ages, and addresses, so far as known to or reasonably ascertainable by petitioner, of (1) all persons mentioned in decedent's will or any codicil, whether living or deceased; (2) all persons named or checked in items 2, 5, 6, and 7; and (3) all beneficiaries of a trust named in decedent's will or any codicil in which the trustee and personal representative are the same person. DE—Ht [Rev. July 1, 2017) PETITION FOR PROBATE Page 3 of4 (Probate—Decedents Estates) LexisNexis® Automated California Judicial Council F arms DE-'l 1 1 CASE "UMBER' ESTATE OF ("amal3 Margaret Ellen Morrison, aka Margaret E. Morrison, aka Margaret Morrison DECEDENT ' " ' ' game; 8. ' - = Age Toni Lynne Langlitz, Daughter Adult 39 Road 3335, Aztec, New Mexico 87410 Pamela Louise Kenney, Daughter Adult 621 Duncan Ranch Road, Chula Vista, California 91914 Carolyn Lea Gillette, Daughter Adult 2491 Durham Dayton Hwy., Durham, Califomia 95938 Robert Edwin Morrison, Grandson Adult 5829 Laguna Quail Way, Elk Grove, California 95758 Haley Huffinan, Granddaughter Adult 621 Duncan Ranch Road, Chula Vista, Califomia 91914 Vanessa Gillette, Granddaughter Adult 2491 Durham Dayton Hwy., Durham, California 95938 Tiana Gillette, Granddaughter Adult 3325 lst Avenue #7, Sacramento, California 95817 Lindsay Langlitz, Granddaughter Adult 43 Road 3335, Aztec, New Mexico 87410 Caleb Langlitz, Grandson Adult 47 Road 3335, Aztec, New Mexico 87410 Michaela Lewis, Granddaughter Adult 1825 Thomas Drive, Apt. Bl, Las Cmces, New Mexico 88001 Savannah Langlitz, Granddaughter MU" 43 Road 3335, Aztec , New Mexico 87410 Abigail Langlitz, Granddaughter 17 39 Road 3335, Aztec, New Mexico 87410 [:1 Continued on Attachment 8. 9. Number of pages attached: 7 Date: 7(20 , 3.3 . , Erwin Williams A/ (TVPE 0"! PRINT NAME OF ATTORNEY ) (StGNATURE OF ATTORNEY 3 " (Sigmtmotaflpamnmmatwtmw Allpotifiummustsmn. mmmmmaybewifiedbymymammmncm 1096.1021;C&,Rwd¢otm, 7.106).) d late M penal ty of peigur3' under ofthe State of Caltfomia that foregoing is We and correct W t D ae: t APR 2 1 2023 / Toni Lynne Langlitz (1va OR PRINT NAME or PETmOMER} (isletwune OF PfiTtTWR) fl (TYPE 0R PRINT NAME OF FETiTloNER) (swarm OF PETl'f'lONER) Signatures of additional petitioners follow last attachment. 05"" W"- N" "0'71 PETlTION FOR PROBATE (Probate-Decedents Estates Attachment 3f(2) LAST W'ILL AND TESTAMENT 0F MARGARET ELLEN MORRISON Dated: April 28, 2008 Prepared by: Beale AFB Legal Office Brian M. Thompson l780| Warren Shingie Beale AFB. CA 95903 530-634-2928 This is a MILITARY TESTAMENTARY lNS'l'RUMEN'I' prepared pursuant to section lO-Md of title 10, Unilud Stalcs Code. and executed by' a person authoriz:d to rcccix'e legal assismncc from the Military Services. Falcral lav. uxcmptx' this document from aw requiremnt of foma, formality. or recording that is provided for testamentary instrumcntfi untlcr the laws of a State, the Distrm of Columbia. 01' a commonxttealth. tertltory. or possmiou of (In: (Initcll Status. Federal law specifies that this document shall mcitre the saute legal effect as a lcslamcnlsry inslmmcnl prawn-d and executed in accordance with the laws of the State in which it is presctttcd for probatc. It shall remain valid unless and until the restate: [CV'Okts it. #45qu "Aug "fit-:5. DATE MAR Akita; Viomusow 5% Page 1 of4 LAST WILL AND TESTAMENT 0F MARGARET ELLEN MORRISON l, Mru'garet Ellen Morrison, a resident of the State of Califomia, make, publish and declare this to be my Last Will and Testament, revoking all wills and codicils at an)' time heretofore made by' me. 1 am a dependent of a person who is retired from the military service of the United States. FIRST: l direct that the expenses of my last illness and funeral, the expenses of the adminiStration of my estate, and all estate, inheritance and similar taxes payable with respect to property' included in my estate, whether or nor passing under this will, and any interest or penalties thereort, shall be paid out of my' residuaryi estate, without apportionment and with no right of reimbursement from any recipient of any such property'. SECOND: itis my desire that. upon my death, I be buried at the Ccdarville California Cemetery next to my deceased husband Jerry! Morrison. THIRD: I give the items ol' tangible persmtal property' listed belott', if owned b)' me at the time of my death, as follows: A. Approxintately 1500 silver dollar coins located in the floor safe ol'my' home to all of my grandchildren living at the time of my death, to be distribtttcd equally; B. My 1995 Chevrolet Impala to my grandson Robert Edwin Morrison; C. may prepare a personal property memorandum to dispose ol'cenaitt of my tangible I property. If such a document is found with this Last Will and Testament. it is my desire that my! Executor ettsure that that distribution is honored to the best of her ability. All other tangible personal property is given as herealter provided with respect to my residuary estate. FOUR'I'H: 1 give all the rest, residue and remainder of my property' and estate, both real and personal, of whatever kind and wherever located, that l own or to which I shall be in an)' manner entitled at the time of my death (collectively referred to as my "residuum estate"), as follOw-s: "1:2. 3'4? .-._. DATE MARS ltl-L'l' 1-2. MORRlSON 7 ON Page (a) To those of my children (Toni Lynne Langlitz, Pamela Louise Morrison and Carolyn Lea Morrison-Gillette) who sunrise: me and to the issrre who survive me of those of my children who shall not survive me, get stimcs. (b) If no issue of mine survives me, give my residuary' estate to those who I would take from me as if i were then to die without a will, unmarried and the absolute owner of my residuary estate, and a resident of the State oi'Calil'ornia. FIFTH: If any' property' of my estate vests in absolute ownership in a minor or incompetent. my Executor. at any time and without court authori7ati0n, may: distribute the whole or any part of such property to the beneficiary; or use the whole or an)' part for the health, education, maintenance and support of the beneficiary; or distribute the whole or any part to a guardian, committee or other legal representatit'e of the beneficiary, or to a custodian for the beneficiary under an)' gifts to minors or transfers to minors act, or to the person or persons with whom the beneficiaryt resides. Evidence of an}' such distribution or the receipt therefor executed by the person to whom the distribution is made shall be a full discharge of my Executor from any liability with respect thereto, even though tny ExecutOr may be such person. If such benefician' is a minor, my Executor may defer the distribution of the whole or an)' part of such propcm' until the beneficiary attains the age el'cightcen (18) years, and may hold the same as a separate fund for the beneficiary with all of the powers described in Article SEVENTH hereot'. if the beneficiary dies before attaining said age, any balance shall be paid and distributed to the estate of the beneficiary. SIXTH: l appoint Toni Lynne Langlitz to be my Executor. If Toni Lynne Langlitz shall fail to qualify for any reason as my Executor, or having qualified shall die, resign or cease to act for any reason as my Executor, l appoint Pamela Louise Morrison as my Executor. l direct that no Executor shall he required to tile or furnish any bond. surety' or other security in any jurisdiction. SEVENTH: l grant to my Executor all powers conferred on executors under the California Probate Code (including the independent Administration of Estates Act), as amended, or any successor thereto, and all powers conferred upon executors wherever my Executor may' act. I also grant to my Execrntor power to retain, sell at public or private sale, exchange. grant options on, invest and reinvest. and otherwise deal with any kind of propemr, real or personal, for cash or on credit; to borrow money and cucumber or pledge any propert}r to secure loans; to exercise all powers of an absolute owner of property; to compromise and release claims with or without consideration; and to employ attorneys. accountants and other persons for services or advice. The Icon "Executor" wherever used licreit) shall mean the executors. executor, executrix or administrator in office from time to time. 31—150 DATE MrXRG RET '. MORRlSON Page 3 of 4 EIGHTH: l direct that for purposes of this will a beneficiary shall be deemed to predecease me unless such beneficiary survives me by more than thirty days. The temis "child" and "children" as used in this will include not only the child and children of the person designated, but also the legally adopted child and childrcrt of such person. The term "issue" includes not only the children and other issue of the person designated. but also the legally adopted children and issue of such person. IN WITNESS WHEREOF, l, Margaret Ellen Morrison. sign m)' name and declare this instrument as my last will and testament this 28th day of April, 2008. \ Manges-L, . "Lilli? M garet E. Morrison The foregoing instrument was signed and declared by Margaret Ellen Morrison, the above-named Tcstatrix, to be her last will and testament in our presence, all being present at the same time, and we, at her request and in her presence and in the presence of each other, hat'e subscribed our names as witnesses on the date above written. %W4554 8rd ILL _ havmg address at l780l Warren Shingle Road Beale AFB, C A 95903-1520 OM19, having address at Amanda J. Cranmore l780l Warren Shingie Road Beale AFB. CA 959034520 q! 'AE'OX Limeejwf E yfll'nfi-'bx DATE MARGARET E. MORRISON Page 4 of 4 AFFIDAVIT OF WITN§§SES STATE OF CALIFORNIA ) ) SS. COUNTY OF YIIBA ) Each of the undersigned being individtmlly and severally duly Sworn, did depose and say that: The foregoing last will and testament was subscribed in our presence and sight by Margaret Ellett Morrison, the 'l'cstatrix named tltcreitt. The undersigned witnessed the execution of said will of Margaret Ellen Morrison on the 28th day of April, 2008. At the time the instrument was so subscribed, the Testatrix declared said instrument to be her last will and testament. The undersigned thereupon signed their names as witnesses at the end of said will at the request of the Testatn'x, in the presence of the Testatrix and each other. Each of as observed the signing of said will by the Testatrix and by caclt other witness and knows that each signature is the true signature of the person whose name was signed. Each of us is at least eighteen years of age or emancipated and a competent witness. and each resides at the address set forth ab0ve after his name. At the time of so executing said will, in our respective opinions, the Tcstattix was at least eighteen years of age or emancipated, and wait of sound mind, memory and understanding. under no constraint, duress, fraud, misrepresentation, menace or undue influence. and in no respect incompetent to make a valid will. Each of us was acquainted with Margaret Ellen Morrison, and we make this allitlaivit at her request. The undersigned state. under penalty' of perjury under the laws of the State of California. that the foregoing is true and correct. Executed On this 28th day of April, 2008 at Beale AFB, California. : 4 " / prim wk {me %¢res%€2 "[1085 ' mama-"A Game—m Prim" Amanda'J. Cranmore Witness Subscribed and sworn to before me by the above-married witnesses, this 28th day of April, 2008. (/7 :0" Notary Pub! ,«C C. l, FASMLEY-WVPMN Committlon or 1709065 .ttetory Pub: c. Calilotrle f' 'r one County " ._ ' 1 M'CmanesmlamlO'