HomeMy WebLinkAbout97-00641
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XNRllll AJ;'IPOXNTMENT Oli'
GUA~P~AN Ii'OIl TIiID ESTATE,
Oli' '~Y ~ATHlllRYN PXTTS,
AHINOR ANO,OONFIRMATION Oli'
APPOINTMlllNTOF TRUSTEE
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IN TilE COURt~. OF OOMMON,PlJlllAS Olf
OUMamRLAt~o OOUNT.Y I ~,IDNNSYLVANXA "
ORPHANS I QOURT P:tVISION
NO. ;ll;- q1- ftll./l
ORPER OF OOURT ,
AND NOW,' this \ ,t'clay \'If Al\g\\st, 1997, upon cqnsidention of
the Petition To Confirm TrUetee /lnd ,Guarclian ,of the Estate, Carol
Rq.iney is appointed guardian of the estate of Amy '1<athllryn p,itts,
with l;'espect to lLf,> insuranoe prooee'ds payable to Amy I<atheryn
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pitts \mcler insunnce poliqies on her father's life, subject to the
following dohditions, " , "t. "ph..." ',CCl~ t
1.' That the guardian file ,a bond with the J!I"l\.'l'.&ll.all~" with
oorporateeurety approved by the oOurt, for the proper pel;'formanoe
"of her duties as guardian, in the amoUnt of the prooeeds reoeivedl
or
2.' That the, 'prooEfeds be deposited in o!,\eor more savinglll
ado,ollnts in the name of the m,inor in banks, building a.l1d lotln
tlSBooiations, savin<;Js and 10anassooi4ltions or oredit unions"
d~posits
proviclecl
in which are insu'red by a federal govlllrnmerital
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that the amount, deposited in anyone such
MsnoYr
so!'\vings
inlititution shall not exoeed the amount to which amounts /lore thus
insured" "or. in one or mo);'e aooounts 111 the nAme of the mino);'
invsE\ting on'!y in seourities gua);'al1teed by the United states'
government or a fede);'al qClverl1Jnental agenoy managed, py );'esponsiple ,.
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financ~al institutionE'" No withd);'awal oan be made froll) any sUch
account unti.i the minor attains Inajol;'ity I except: as authorized by,
!\ pdor order of oourt. Proof ofc\Elpo~il:. aball be prOmptly!,filed
Of"redQrd.
Caro.J,Rdne~{'wl1S appointed Truetee
Will ,to a. minor Child.
.. "6. The Eetate' oonsil3te principally of the houee, an~
furnishinqe located at 15 persimmonPrive, Boiling sprinqs,
Cumberland County, pennsylvania. The approximate value of the
Estate ie $~50,OOO~00.
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for property paeeihq under the
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7. Upon his death, Jamee, Huqhes Pitte was the ,owner of the
'fQllowinq Ufe insuranoe polioies and/orannuities whioh name Amy
Katheryn pitts as benefioiarYl
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Veterans Group Life Insuranoe
New York Life Ins.
New York Life Ins.
COMA Mutual Ins.'
State,St. Bank, & Trust IRA
'1'. Rowe Prioe IRA
$50,000
10,000 .
101000
100rOOO
'38,000
77,000
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e. A Guardian for the Estate of AmY Katheryn Pitts must be
appointed in order to.. reoeive the.. ,funds passinq, outside the
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proba~e estate of James jiuqh Pitts.
9. Mary Pitts, the natural mother of Amy Kathryn Pitts,
hereby oonsents to this Petitidn. furthermore, Ma~~ Pitts heteb~
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aqrees that it will,not be ,neoessary for Carol Rainey to.post a
bond in conneotion with her duties as Trustee arid Guardian of the
Estate. A copy of her consent is attached hereto, inoorporated
heli'ein 'by referenoe and marked Exhibit "B". '
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'>, 10. Notice has been qiyen to "the United States Vetez;ans' "
Administration reqardinq the death of James Huqhes Pitts,
Insurance unc;ter the.Veterans G%;'oup Life Insuranoe p:roqram in the
amount of $50,000 is payable to the oourt appOinted Guardian or
-j ,.
Conservator of, the minor's estate., A copy Of the letter from the
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'C~II~IlB!W." Th. tlrm "chlldrtn" I' u..d In thh Will .hlll Includ. any Ilh1Ldrlln .
hlr'lfUr barn to or Idophd by mil, and .ny minor .hpchlldrlN livIng with m.
It th. tlm. ,of my d.-th, II 1'1.11,. th. chlldr.n t now, hIV", Amy I<lthlryn P!t:te
unl""'Hprll..ly Itlhd othirwl.. In lam I provlllon of thl. 1'1111. , ,
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_ - Th. t.rm "Hlnor" II UI.d In thlt Will mun. I p.rlon und.r 20 yurl af
Ig.. "
pSBCKNDAtW! - Th. tvrm "D..a.ndantl" II ull!d In thh 1'1111 m..nl th. lmm.dith '
.ndrl!mot, I.wful Ilnlll dllelndint.. or ofhprlng by bload or adoptian of th.
plrlan r.flrr.d" to who ar. In b.lnQ .tth. t1m. th.yml.llt b. Ilc'l"t.ln"d In,
Ilrdl!r to gl v. .Heat to th. rlf.r.nl:. tCl th.m.
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PB~ STIRP~!i " ,Th. t.rm "P.,; Stirp.." II u..d In thl. Will mill'll ,th.t Wh.n.v.r
dlltrlbut10n II tab. mid. p.r, .tlrp.., th. ..tat. or partiRn af 'th" "lihh, ta
bl 10 dlltrl bUhd, IIhl,lIb. dl vi d.d I ntClII mlny .h.r.. II th.r. .rt Iurvl vi nQ
hlirt In th. n..r'lt d.gr.. af klnlhlp tCl th. d.e.d.nt Ind d.a....d p.rlonl In
thl I.m. Il'Qr'I'ofklnlhlp who I.ft 1..1.1. whCl lu,.vlvl th. dlc,.d'nt. Thll
dlgr,. af klnlhlp th.ll b. t.rm.d th. root Q.n,r.tlon. Eleh lurvlvlnQ h.ir In
th. root g'n.rltlon Ihlll tlk. on. full Ihlr.. ThCl.. ".mllnlnQ hllrl, I... th.
lurvlvlnQ 1.lu, of th. d.c....d p.rlanl In th. root g.n.rltlon,'lh.ll t.k.th.
Ihlr. elf th.1 I" d.e....cl .nclltOr In ,th. raa,t g"nlr.U on, luch Ih.rt b,l nQ
divld.d In th. felllowlng m.nn.r, IIch l~rvivlnQ 1111.1" Ihlll tlk. thlt
frletlon.l 'hlr. th.t hil or hlr Imm.dl.t. .nc.,tar would h'v, tlk,n h.d h. or
th. turvlv.d, and wh.n th.r. .r. two elr mar. luch lurvlvlnQ 1111.1' in th. lam.
d.gr.. elf klnlhlp thly Ihlll divide lueh frlctlClnll Ih.r. "qiJ.lly .mClnQ thlm.
PER CAPtTA " Thl hrm liP.r C.pltall .1 Ulld In thll W111 m.lnl thlt whltn.v"r
dlltrlbut!c:lN II ,tCl bl mad. p.r ,Ilaplh, th. ..tah Clr pClrUan of th. ".tatll,tCl
b. la dhtrlbllhd, Ihallb. dlvld,d Intel .1 many .quII Ih.,... I' th.rll Ir.
,urvl vi nQ 1.,,1.1" thndi nQ In th. 11m' dlQrl. Clf kl nlhl p tel th. d.c.d,nt.
DI,trlbutleln Ihlll. ,b. ,mad. wtthput rlftr.nc" to rlQht af r.Jir...ntatICln Clf tht
turvl vi nQ 1111.1..
laay~ - Th., tltrm' "1..1.1'" II ut.d In ,thlt Will munl Ill. p.rlClnl WhCl Ir,
dl.elnd.d from th. p'rle" r.ftrr,d to, .Ith"r by 1'\litimat. birth to Clr
adopt! on by thlt p,r.en' or Iny Clf ,thOlt dlllc.ndlnt'l l.gl t1 mlhl y born or
hQlll y Idopted "d'le.ndanh.
tNT!i;NTION.e1. OMlSSlq~ - I hlv. l"tenUa~ally amithd tepravld. for any r.lIUv.
Clr ath.r per.an, not nam.d ~. a be".f1 ellry, Lln~.r .thit my I...t Will and
TlltIlm.nt, wh.th.rellilJli nQ ta Ill' I" h.l.r of min. elr nct, 1.1"11.. atherwl..
prOVided fC,. 111 thll mYI...t Will and T..tlm.nt.
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I h.r.bY giv., dlllVit. Ilnd b'qUtttth .In tht rut, ruldu. and. rtmalnd.r of '
my .lld Itltllt. Ind prClperty of which I mlY dl. ..lz.d Ind pa......d, and to
whl eh I may b. 'I)tl U.d It the tim. of my d...th, of wh.ha.v.r kl nd I"d nlturl,
, ' PAGE TWO OF EIGHT PAGES
C/JI"j~ ,;nr &L
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.nd"wh_r"Cl.v.r It mllY bll IItLlllt.d, b, It r..l, plr.Clnal Clr mlHld InclLltHIiI\l,lIny,
pClw.r Clf,lIppalntmlnt thllt I may havI, ab.al Llhl y and In f.. Ilmpll farllvlr to
my qhll dr,n, who I,hllp ILlrvl VI m., In .qLllll, llhllrll, IInd to th. I liLli, 11 'II nQ at
. my d..th, of 'Llch chlldr.n who .hllll pr.d.!=.... ml, p.r Itlrp.. and not pllr
capita.
ITEM ='
In th. .v.nt thllt the IIbav. blln.f1clarhll .hall not ILlrvlv.m., I h.r.by
Qly., d,vI'. IIhd bllqu.lth all thll rl.t, rl.ldu',lInd r.mlllnd.r af'my laid ..tllt.
IInd prap.rty, of which I may dl. ..I~.d, IInd po......d, IInd to which I may bi
.ntltlud at the time of my d.ath, of whatlOlvlr'kind and nlltLlrl, and
whlrllo.v.r It may b. Iltuahd, b. It rell plrlanal, or mlHld, Includln9 any ,
paw.r of '.ppalntment that I mlY hIVI, ablaHlt.ly /ind In fill .Impl" 'ftlr.v.r tal
Brlnt' PI th, Oaral Aaln'V, Olanl ,l.lmblrt, Chri I\:Qphllr PI th, and Alchard PI tt..,
in .qual '.har...
ITEM (:,
~atwlth.tilndlnQ the far.\laln\lpravi.ian.,' in I:h. .vlnl: I:hat any child nam.d
h.".!n 11 a minor at I:he tlml hlr.ln IHIH.d far distribution, I h.r'.by Qiv"
dlvil. Ind, b.qullth IIny Iltlrtian of my, "I:Ite dlliQnatld to b. d1l\:ribul:ld to my
chlldnlMta my TrLlltal, namld h.r.i n, 1:0 hal d and mllnaQ', far my chll drln in
accordllnc. with th. pravi.i ani of, thl. will.
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Th. primary purpa.. of thh trLl.t I, the 'LlPpc:lrt, mlllntenlnc., w.lhrl and
,ducltian of ,'mY chlldr.n. TQt:hat .nd, th" TrLlllt.. mllY IIccl,lmUlal:. Ind add to
th. principII the Incaml from principII to the 'Ht.nt p.rmltt'd by llW and
, Ihl1l' PlY or apply ILlch Ihcam. All thl tru.t'l .llch not ta,lccl,lmLlhl:l to ,or
far \:hl Llll' of my chlldren untll the t.rmlnatian of th. trLlllt,'
If th. incam.and ather fl,lndls IVIlI,llbll ,to my Childr.n ar. inlLlHlcllrit far
th. ILlppart, maintenance, wIlTlIrll Ind.dLlclltian of IIny ani or marl, of, thlm, th.
TrLl'hlll mllY payor IIpply far thll b.n.flt of on. or marl of my Ohildrlln la,iI1L1ch
of th. pri nci pal of thl trLl.t II the Trl,lll:el. can.1 dlrl n.c....ryfar thl
PLlrpal'l Of thl trult, Thl TrLllltlll nlld nat dlltribut. .it.hlrincoml c:lr
principal fram th' tru.t In .q~llIl '1'lli\r.lI, I,nd he mllY 'khilutt I:h. .ntlrl InQaml
and principal of \:h. trLl't, farl:he b.nlfil:af al'1l, armor. of myChildr.n, to
I:h'.HCl,u.ionaf the C1therl, tLibjecl: only, 1:0 tHlt primary pur pall *hl:ld in thl
prllc.dlnQ plrl\lraph of thl. Artlel..
In'cllrryl nIl ol,lt I:h. pur pOll' of thill, I:ruel:, I:hll 1rLl.t..may dil,trlbllh
Incaml Ind prlncipl~ dlrlletlytc:lmy Chlldrtn, If ll~,tfiariud by 111'1, arta thll
GLllr,dlll1'1 ar, to a p"rlan wi th whom I:hl Ohl 1 dr.n rll.~ d., pr an blhalf of, mY
Ohll dren, to Inyathlr p'r.an. ,Any IInd al1paymlnt ar plymlntt of any .um or
ILlmll, wh.thlr In c..h or ,In kind Ind whlll:hlr from prlnl:ip~l ar Incoml, paYllbl.
1:0 c\r an bllhllf of my Ohi! drEin, .hlll bll midi Llpan I:h. lal. rlclli pI: of I:h.
rupeet IVI I ndl vidLllll 1:0 wham I:h' paymllnl:, i. mlde, IInd,fr.. fram Inti cl pitton,
II I.nll:lan , 1..lonmlnl:, ~nd plldQ', Ind fr.. fram,can\:ral, by the cr.dltar. C1f
any lueh Childr.n, and Ihall natb. .~Ibj.et to IIny IIH.eLll:i')n ar IIl:tachmltnt.
9:.,~i art
PAGE THREE OF EIGHT PAGES
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I doi1o~ whh 1:0 cr..t:t, or p.rrn1 I: 1:0 'M hI:, un,C:llnollU e'l .rr.n\l.mllnh of
mol'" hlrrn thin ,b.n'fll: I:a'my ChUdr.n. Wh.n.v.r, ',1" I:h'Tru~t.." \lood .
bl,ltli!1'" JU~\lm'!1I:, , I:ruII: IhlU nolon\l.r m,k. \laod 'c:onllmli:II' 'I~"
(pr..um.blyb.e'UIIof Ih .mlU ,.Iul In l1\1hl: Qf my ChUdr!!n'. b..t
jn~lIrw.tI, I:h, Tru.tI. I. 'I.lthtlrlud 1:0 ,tiki luch .tlp., Inc:lu~jn\l tlrm1n.Un\l
th' tr~.t 'nd turnln\l It. ....t., av'r to my Ch1ldr.n ar th'ir Gu.rd1'n, " hw
'h'll d.lrn l!1my Chl1dr.n'. b..t1nt.rllt,
Tn.' Pl:lw.r. I:h. Tr~lItt. my IIHlrc:1., In clrrylng Qut th. purpoll af thh
"I:ru.t II'" ..tuforth In Ittrn 10 b.low.
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, Upon I:n, 20 blrl:hdollY of thw youn\l..t af my Chlldr.n lIV1n\l ,I: .ny Urn", Qr
i~PCln I:he ,d"lth of rny YClun,9l1t Child living at: .nyUm. 11 my ol:h.r OhUdr'n ,th'n,
II v i"\I Ihllll III h.v.,. th.n r"'l;:h"d thw '9' of 20 y'lrl, or upt:m, t:h. d.oIIth of
I:h",ll1t to dl" oJ 01111 my ChUdr.n If no'n. o'f th.m'Il,1I rllchth. '\I' of 20 ,
yur., whi C:h.v.r .v.nt 11 th. flrlt to occur, th. tru.t .hlll termi nolltl .nd thw
Tru.t.. .h,lI divid. th. r.mli"d,r of th. principII 'nd Iccum\Jllttd incam. Into
'.quII .hlr.. Ind .hll1 dhtributI tholl 'hlr',. II fOlloWII "
.. an. .hlrw ta .Ich of my Childrell th.n livin\l,
b. 11 '!1yaf my Oh 11 dr.n 11'" nl:ll: th.n IIvi n\l, thlln h11 or hlr .hlr.
Ih.11 bl dhtrlbutwd Imon\l hhbr hwr d'.c.ndwnh th'n IIvln\l' '
c. if Iny of my ChUdr.n 11'" not thwn lIvln; Ind IIIV" nil d',cI"dlnh
th.n 11v~ng, th,n hil, or hwr Ihlr. ,lh.11 bw dtVl'd.d 'qlJllly Imongluch of rny
,O~Udr.n wha .1'" th.n HVing, or their dl.c.ndlnh thwn I1vinO, 1\1 lit forth in
.\Jbplrlg'r.ph Ilnd 2lbove., ,
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Inominlte ,and Ippa1 nt ,the bWlow~n"m'd, indi vl!:ful1.. "my Trl.l.t.ri, or
Ilhrn,ltw TrU,h. Ihould th. ,nlmid TrUlt.. far Iny r'".on r'fu,. or bl unlbl.
to l'l;v' or 1:0 cantin\J.llrving II my Trulttw. EHt'pt II oth.rwlll provld.a by
hw, my TrUlh. Ihell not bl r.qu1r.d toqUI1ify Or fill Iny Icco,unt dUrin; I:h.
Idminht:rllti em of, th.tr,ult, but: .hlll r.nd.r, .tl....t:lnnullly"tc tn.. .
c:urrwnt: een.flc1lry or 8tn.Hchri.., I liltin; of III 1nvllt:m.nh .nd
tranl.ction. undert.klln ,during th.t yurt
I. Trult'I' C.rel Rlin.y
b. AI~.rnlt8,Tru.t.., MlrY'P1tt:.
ITEM 7
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I h.r.by IIppelnt Clrol Rllt nllY
t~ ..rV'I, or far Iny rW'lah flil.
Dohan't:o III"'V' "EIf.cuter.
,
II.EH.cLltar of my WU I. If my EIl.c:uter hil.
to cont1nuI to IIrv., .t th.n Ipp01nt H.I.n
PAG~ FOUR OF EIGHT ~AGR8
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ITEM El
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I dl!.lgn.~. my EH.cutor tQb..n Indllp.nd.nt EH.cutor to thl full,"t 'Httfnt
pllrml'.lbh undl!r th.l,wlI,of th. Stat. of NQrth Clrollnl, I dlr.ct th.t no
bond .or .othlr ..e~rHY bll r.qulr.a, I furthlr dlrtct th.t no .ctlon..bl h.dln '
IIny ~ourt r.htlVI to thl,lIanlinl.tratlon of my! ...tat. oth.r thlln tel prov. .na
r'Qora thl. Will IIna..to r.turn .n Invantory, .ppr.!..l "na lilt of el.lml 'of my
,.ht.,
ITEM '1
In ,thl 'Vllnt th.t I IIhoula all '"\llng . minor chUa or chl1dr.n lIurv1Vlng
m', I. hlr.by ,ppplnt th. ,bllow-n.m.a Inalvldulll to I.rv. .1 dlll\Jn.hd
\Jullral.nj or Alhrnllh gUlr,allln ,houldth. n.m.agl.t.rahn b. unllbl.,or
unwqUnQ to. ..rVI, or to contlnu. to ..rv.,.. luch, of th. p'rlon Ind
prop.rty of I~ch minor child of min. WhQ Ihould lur\llv. m., aurln\Jhll or h.r
mlnorl ty,
" au.rdlllnt M.ry Pitt,
b. Alt.rn.tl! aU.rdl.nt C.rol R'ln.y
,
No Bond .h.ll b" rlqLll ria of .ny aLlllrdl.n n.m'll In thl, 101111.
n
ITEM 10
MyEHlcutorllna/orTrult.., If .ppllcllbh, ,Ihlll h.v. the followln; poW.r.,
whlch.r. tQ b:. con'trulla. In. th. bro.ll.,.t m.nnlr con,l.tltnt with th. v.Udity
of thl"WI 11 .ntl WI,~h th'\r tlutl.. ." Hduel.rl.., Th. pow.rllht.ll h.r.ln
.r.. not Intwnala to. b' 'HcIUllvl" but Ih.l1 b, .In' "lld.ltlon to thOlll' ~r.nhd by
Ilw .nd ,h.1l 1110 pertain to .ny Ildmlnlltr.tore or trult... who '.uce..a th.
Htluchrl.. J hlv, .PPolnt.d. Th",pow.r, .r..
.. to t.k.PQ.....I on o.f prllPlrty, to hip It ..hl y, ..ntl to
..;reg.h I t from, oth.r prop~rty r;lWn,ld or h.Jd by th. fl dud.rYI
b. to r.tflln lInd to Inv..t In proPlrty, or .n undlvldlld Intlr..t In
proplrty, InalUdln\J r.eld.ntl.1 r",1 ..tatll, for .ny p,rloa, whllth"r ar not th,
prllp.rty b'Of th' ch.r.chr p.rml..1 ble for I nVlltm.nt by H dUCIII,.I'I'
c, tQ Bill, trlln~flr, ,IHch.nlill, I....., rllnt, mort;~c., pi IIdlil' , IiIlVII
,opt.lonl upon, partltlonllnd Qt~lrwl.. tll,po'l. of rllll"or p.rlon.1 .prop.rty, .t
prlv.tl llr public Ill., for cuh or uplln Wh.t"v.r. hrm, th. Hducl.ry tI..m.
.1lVI ubi., I'll thout notl ce t;lr, ordllr of cO~lrt,
d,... to'rlndlllr liqUid Iny,..htll. In whOle or ,In p.rt, 'nd ta hOld cuh
ar rUdllym."Il.hbl. tecurlthe of little or no yl'ld for lIuch plrlod 't, my
fiduciary dllml .dVI."bll' '
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,PAGE FIVE OF EIGHT P~G~S
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, " " .' to borrow In th.n.me of my ..tit. ar af the tru.t, IIPQnwhlltl,v.r,
t.rm. and' cClndl tl an'lInd for whlltitv"r p.ri ad. my fidUcla,.y dllm. 'u:IVIll\bl. far
thl purpo.. af pr...rvlng, Rrat.~tlng. ar ImproVing prap.rty h.ld by hlml
" ",f. ,ta Plly,comprtlllll'l, IIdju.t, lI.t1:1l, caMpaund, r.nlwQI" ,lIbllndan
clllm. hlld by, my f1dl.lc:hry Ind chlm. ....r~.d Igllln.tmy flduchry, an
whlltlvlr, tlrm. h. dllm. Idvllllbl., wi thaut prior ,C:Ol.lrt lIuthorl tYI ,
I II I
gi to dlttrlbut'ln C:llh or In, kind, orpllrtly In cuh Ind plIrtly In
kind, In, dl VI d.d, or, undl vi did I nt.r..tt, notwlthltllndlng tll. hc:t thllt
dl,trlbutlV' Ihlrtl mllY II' I rl.ult bl compa.tddlff.rlntIYI
I" . ,. ,
, h. to InlUrl the prop.rty h" hald. I' He!~CIIl"y llllllntt the rllkl,
line! in th.amaLlnt' h., In hll dl"cr.Uon, d'.ml .MPldl.nt, IIMd to abhin Ind
PllY far 11 ft, hllll th, IllIbllity IIndClth.r forme of I nll.lrllnc:. far ,tht
bltntflC:llrill af the trlllt, In hll dllcrlltian, ,
I.
prah..i a"ll
IIpprlhlr'l
I' j, ta .nhrinta tr.nllqtian. with athtr fldLlclllril!. Inc:ILldlng
,~'e:utl:lr,' ar t,.Ult".. af. ..t.hl lInd'trllltl In whlc:h my b'n.flc:hrlu hllVI .n
lnt.r..t, Ind InC:ludlng him ,., flduC:ilry far ath.r ..t.t.. IInd tru.tl'
,
to .mploy .ttarn'YI, Ic:c:auntllnt., Inv..tmlnt, .dVI.ar. and ath.r
1l,.ht,lInh Including d.palllhri.", prOM ltll , .gtnh,.nd
, k. talng.g. In thlpl:lw.r, n.c....ry to the ,ff.ctlvl Idmlnl.trlltian
of corparllh ucuritl.., IncI~dlng, wlthaut 11mlting th. g.ntrlHty of thh '
pawlr,
1, pow.r ~a vat. In p.rlon or by praHY upon 1111 '.curltill h.ld
~y tht flducilrYI
2. paw.r ,to .nllllg. In IIvating trult or Vtlting .gr..m.nt with
r..ptCl~ta ..c:url tit.,
3. pawlr to c:an".rii: ar blc:amll I plrty. ta, ar pltt!Clplh in,
mtrra."'" cali.tlU dltl an , III.. af ....h, r.C:lIpltllU'ution,' r.orllllnlut!anl,
di"o'lutl'dnl,ar, qth.r Ilt.rlltlanl af corparlltt Itruc:tur., tncluding Idjultm.nt:i'
In,C:IIPitll~,ltructur. IIff.ctin\l ucurithl h.ld by the flejuchry, whtth.r ar nl:lt
th""Jldjult~.nh Invalv. paym.ntt b,y ar ta th.flduchry, and '
4~
pow.r ta hald I.c:uritl.. In unr.gllttrlld forl1\ ar In th"'n.m.
af I, nanll nil'
I. tll p.y hi Illlla r...on.bl. cOIllPltnutlon for hil I.rvl c...
6,.. J!l....."/i ~q,..,~,'.' ,~ (). f?t
/ ., ..
;, .. "
PAGE 'SIX OF EIGHT PAGES
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21..07~!l~1
.---
THE ~AST WII.I. AND TESTAMENT
OF
JAMES HUGH PITTS
S.in;. a~ law~ul a;. and .aund and dhpal1nll m.incJ and m.mory and not acUn;
und.r anydur..." ~raud, undu. inHu.nc. ar induc.m,"t o~ any p.r.a" , , I, JAM&:S
HUGH PITTS, a donticlllary d~ Baal'll, Nar.th CaraUna,
ITEM i
"H.r.by mak., publi.h, and d.clarl thil my I..t W111 Ind, Tlltam.nt, rlvakln;
and rlnd.rinll null .nd void oth.r Will. and cadicill h.r.ta~ar. mad. by m..
ITEM ::2
I dir.ct my EH.cutor ta pay th. fallowinl,l al laan aft.r my d.ath .1 may b.
practicabl.,
a. All of my JUlt d.btl and th. .Kp.nl.1 of my 1.lt 1111'1'1', fun.rll
and of th. admlnlltratlon of my 'Itat., but my EK.cutor n..d nat acc.l.rat',lnd
pay tho.. l,lnmatur.d obUllatlonl which, In hi, Qpinian, It ml.l,lht b. prap.r and
mar.advanta\l.au. to r.tlin or r.n.w and ~.y al th.y b.cam. du. and paYlbl.. '
b. All lnh.ritllncl"tranlflr, ..tat. .nd .imUar t.K'" Uncludin;
inttr..t .n.d p.naltlll) .......d or payable by r.llan af my d.ath, an any
prop.rtyar int.r..t In my ..tat',far purpQ" of computin; taK.I. MY'K.cutor
Ihall not r.quir. Iny, b.n.Uciary und.r thh will to r.1mbllr.. my ..tah for
taK'1 paid an prap.rty pa,'inll und.r th. term, af thil will.
I '
ITEM :s
TESTAT.QI! "I Th. term '''Tlltator'' ",ulld In th1l Will r.flr, to th. uk.r, of thi'
Will ,wh.th~r mall or f,mall.
Exe;CUTO~ -Th. tlrm "EHlcutor", "u..d Inthil Will r.flr, to th. p.rlcin I
.ppoint to 'K.cut. thi. Will, wh.th.r mal. or f.mal..
gYRVrVAb. - Wh.n.v.r a pravi.iono~ 'this Will conditiOi'll a b'n.f1chry'l takin;
by that b.n.Hchry .urvlvin; the Tlltator', luch condition aflurvlval 'hall bl
conltru.d II . cariditlan"pr,cld.nt to th. validity IH th.;Ut, d.vt.. or '
b.que.thland .uchcondition .ha1.l bl ..tilHed anly upon .urvival by th.
bltn.Uciary, for I p.rlad of thirty day., afl:lr th. dati of d..th af th. T..tatar
"or \,Intll thi, Will I' prob"tld, which.v.r Ihall b. th. flrlt to occur, unll"
1)lpr..lly ltatld oth.rwill in a provjllan of this Will.
PAGE ONE OF EIGHT PAGES
/17 "
nIM
1'~ ..u' ~'
'--
EXHIBIT
I Pr
"
L ,
~ ~,Th. tlrm "chllllr'n" "' U."d In thl. WI1I'Ihall InclL1a. .ny chlldr.n
h.ruHlIr born to or ~doPt.1I br 11l1l,1lnll Iny minor Itltpchllllr.n IIYlng with Il\.
.t,th.Um',of mY,d'lth', oil I'll, I ." thl chi I dr,n I nOWhllV~, Amy K"th.ryn,PI th
~lMI"tI'"prl..1 y "t.hdoth.rwltl. In loml provlllon of thl II Will. " ,
" ' ,
t1l.!iQB ~Th. t.rm "MiiU:lrll II Wild In thll Will mll\nl . p,,";lon Llndlr 20, Ylllr. f;lf
a~.. ,
R~~C&:NDANTS .. Th. t!frth "D'lc.ndlntl" II \.ll.d In thll 1'1111 munl ~h' I mm.lIl.te
.l)d'r'l1\ot. l.wfLlI Iln"1 d.lc.nd.ntl or,offlpring by b1ood,cr Idoptlon ef th.
plrlen r.hrrld to who ,,'1'1 In b.ing It th. Hm. th.y ml.llt b. ..clrhlnld In
ord.rto gi v. .Hlct to th. rlferlnc;. to thlm.
PER ST,IRPEft .. Th. term "Per Stlrp,,".' II l.llldlnthll Wlllm...nl thatwhln'Vlr
ditt:rlbLltion ,I, to b, ",.d. plr Itirp,., th, ..htw or port1on of 'th. ,"hh, to
b. 10 dilltrlbuhd'_h"ll b. diVld.d Into, oil "'AMy Ih4\r.. .. th.r'"r" Il.Irvlvlnt;
h.I", In ,th., n..rlllt d'gr" of klnlhlp to th, dl'clld,nt .nd d.c.....d p.r"onll In
the "\1m' dllgr.. of kinlhlp who 11ft IlIu. who 1~lrvlVI thldlq.d.nt. Thill
,d.gr.. of klnlShip "hili bl t.rm.d thu root gln.rltion. . Ii.ch ILlrvivlng hlir In
thl,roet g.n.r.Uon Ih.ll tiki onl fl.lll ,lIh.r.. Thelll "'Imalning h.I,,", \ ... till
ILlrvi~ing 1..1.1. of the d,c:","d plrlonll in thl root glnlr.tion, ,lIhlllhkl thl
Ihlr. elfth.i I' dIC'."lId .nC:.llItelr in th. root g.nlr.ti on, 1~lch Ih.r.b.1 ng
dlvid"d in the following "!llnnlr,1 e.ch lIurviving illll.ll, IIhlll hk. thl ,
fr.ctieln.1 Ihlr.' thi1t hil ell', hiI' 1I1\mldllh anC:.ltelr wOl.lldh.vl taken, had hi ,or
Ihll. II.I'Wlv'dl .nd whln thlr. "I'" two ,ell' ",or. ILlch 1~lrvlvinljl 11I~1I In thl Illlnl
d.grlt elf klnlllhlp th'Ylhlll divld. II.Ic:h frlctlon.l Ihlrl IIqLI.lly ''''elnljl them.
PEA CAPITA .. Th' hrm "P.,., Clpihll ... .Lllld ,in ,thilf Will me.nll th.t wh',n,vlr
dl.ltrlbl.lt1on ,II to b. m4\dl plr C:lplt:ollithl '1lhte or portieln of th. "ht., tCl
b. lel diltrlbl.lttd, Ih.ll bll divided into oM! mllny eqwII,.hllrlll u ther. .rt
lurvlv1nljl 11111.11, .hnding In ,the lime deljlr.61 of kl"lIhip to the dleedlnt.
DI.tri bl.lti eln Ih.ll bl Inld., wi thowt r,llfllrllnC61 to ,right of rll~relllnt~t:leln Clf it)).
Iwrvlvlngl"4Il"
I'
,
'XaSUE - Tht term ,,~..Ue'! ul.I"lId In thl. wi l.l mll.ilnll .11 p6lrlonl who Ire
dllc.ndltd from the, pilI' Ion r.hrr'd to, lIither by l.git1mltt birth to or
.doptlon bY,thlt plrlon or .nyof thl,t ,dIlClndllMt'lI 1'ljIitim.tely born' or
11'01111 y 4ldelpted, delcllnd.nh,
INTENTIONAl. OMISSIpN ". I havI intltntionlllY Clmitte'd to prtlvld. for .,W rtlltlVII
or o~h'r 'p.rlen t not, n.mlldu a b.ntfl ciary t ~\nder thil my l.ut 1'1111 I"d
TIIl:lmlnt" whllthlr c;111~I"g to bl .n hlirof min. or not,unl". oth.rwl..
provi dlld f tlr In th II my Lillt Will and Tlthm.n t. '
"
ITEM 4
;,
I'
, I ,hlrlby IjII ve \ devi.. Ind beq~I"'th III th. re.t t rell dl.l. ..nd rlmli nd.r of
I1\Y Illd ..tllt, Ind prop.rty Clf whi~h I ml~\di. '1Ilzed Ihil POIIII.,II, .nd to
which I ml.,. bit Intltl.d .t thl tim. of my puth, of ,whlho.ver kind and n.turel
. ' PA~E TWO OF EI~HTPA~~e
e/II"!1/ I ?nt
~"1
-
M
~
-
.nd wh.rlllOIYlr It: m.y b.' IltU.t,ld, be' It t'lll, plrioMl1 or mlHld Including .ny
powlr of .ppointmlnt thltd m'y h'v" ablolut.ly and, Inf.1 .ifllPI. for,v.r to
my, chlldr.nl who Ihall IUrvlv. ml, In ,lqu.1 'Ih.rlll, .nd to th.illUI, living .t
lIly'duth, of l1uch chlldr.n who Ih.11 prld.c.... Ill', plr .UrpII '11d nCl,t p.r
c.plh.
ITEM l:l
.In thli IVe/nt th.t thl'.bl;lV. blnlflcl.ri'l Ih.ll not.urvtvlm., I h.r,by
gi V" d.vl.. and blqLllflth 1111 thl rllt, rllli du. ".nd r.m.indlr, of my ".i d ..hh
andproPlrtyl' of which I m.y cHI ..Iud, .nd po......d, and to, Which I m.y,bl
.ntltl.d .tth. tlm. of illY, duth, of w,hlholver kind .ndn.turl, .nd, ' ,
wh.rl.olvlr It m.y b. Ilhlltld, b. It 1"1.1 per'l;lnll, or miHld, incllldlng lihy
, pl;lw.r ,of ,ppaintinlnt th.t I m.y hlvl, .bloll.thly .nd In f,1 .impll forlvlr ,tClI
~1'lIint Pith, Carol RainlY, Di.nl 1.'''Ib.rt, Chriltaph.r Pith, and, Aichard Pith,
in .q~uII Ih.r'I, .. ' .
ITEM II
Notwl thltlndl n\lth.farlgClI ng pravl.ll;lnl, In th. IV.ntth.t .ny Chi,ld n.m.d
h',rlln Ila minor at th. tim. h'rlln .fflHld "for dhtribution, I h.rlby glvI,
d.vhli .ndb.qullth IIny porti an Clf my ..tat. d.lignabd to bl"dl .trl buted to my
childr.n to my Trult.l, nam.d hlr.ln, to hold and m.n.gl for,my childrln in
"ccord.nC;!l with th. pravi II enlof t~,11 wpI. '
Thl prlm.rYP~lrpa.. ef ,thiltrult Is th. luppart, m.inttn.nc;., w.lhrl .nd
Iducation of my chll,drln',Ta that Ind, the Trustte m.y accumulah .nd .dd to
thl prlnclp.l th. i"l:om. frOm principII to the IHtlnt p.rmitttdby law and
1"111 payor apply luch incam. as the :Trult.e ,lIcta not ,to .ccumuhtl to or
f or the USI of my chU dr.n LlnU I the terml n.tion of thltru.t.
ITthl incom' .nd ath.r fLlndl IIvllll.ble to my Chlldr.n '1"" intlufflci'.nt for
thl'Iuppart, m',inhn/lnclI, welfare .nd .dLlc.tlan of anyone or mol'" of th"ml th.
Tr"lt.. m.y payor .pply for th. b!lnef,lt of CIne or mdr. of my Childrln 10 much "
ofth. principal ofthet!"Ult II th. Trulhe conlld.rl n.c....ry for "thl
purpqlllll ,of th. trl,llt,Th. TN.h., nllld not dhtrlbutl"lthlr In,com. or
prll1clpalfram thl trLllt'in eq~lal Ih.rls, 'nd he may .Hh'Lllt the Intlr. incaml
and princ:lp,d 0; the,trult for theb"n.flt of one or 11\01". ofmY'Childr.n, to
the' IfHc:.lu.l.on CI; th. othlfrl, lubJect only te thlpriml\ry purpol. Ihted in the
prlceding' paraQr'~r ,~; thll Article,
In c;arrylng olJt the pl,lrpall a~ thi.tru.t '. th. Tr.ult.. may dhtribu,te
Intom_ and. principal dlrlctly to my9hlldrln, . if '~Ittiorlud ,~y 11\1'1, or to the
Gu.rdil" Qr tQ a pI.rlCln with wham thlf Childr.n r;lid., or on b"h..lf 0; my
qhi 1 drlfn . to .ny . other plrllon. Any .nd ,all pAy"","t or p.ym."tI of any IUm or
luml,whethlr in .cuh or. In Idnd .and whlth.rfrClm prll'1cipll or Income, p'yabllf
t.o or an.b;ha1f 0; my ChUdrln, .llha11 bl made upon th; lale r.c.ipt Q; the
r;.p.ctive In.dlYidual to whom thl paymlnt II made, and ,fI"ll from anticip.tlon"
.1i.naUon, ...iQnment, and phdgl, and fr.. from control by the creditors of
'any, luchChll dr.", ~"d IIhall not bl ILlbJlct to.ny eHICl,ltion' or attachm.nt.
PAGE THREE OI"EtGHT pAGES
-&n
~
~
1 da flat wI,h tCl Qrlltl, ar plrml It to, 1M I.t, unlcanamlcll IrrlnQ"mlntt r;lf
mart ~.rm thl,dltnlfl t ta my Ch 11 drlln. Wh.nllver, In ,th. Tru.tt,,'. QelQd
bUll n...JudQmlnt t a trult, .haU na 10nQlr mak. QQCld Icanoml cal IIn..
~p~..umablY'b'Cllu,' af It. Im4l1i .Iu) In 110M of my Children'. bl.t
Int.r.sit.! ,t~t TrU.tte I. .uthorlud ,ta tiki luch .tIlP', Indludlnll tlrmlnltlnlf!
the tru,t and turnlMQ It I .lllt. aver to my Chlldrtn ar thllr Gu.rdlan, a' ht
.hall dllm In my ChlldrlJn" b..t InterlJ.t,
Thl pow"r. th. Tr~lIhe my IMlrcll. In carrYIM~ out the'purpolI of thl.
trult are ,It forth In ltlm 10 below.
Upon the 20 bl rthday of th. yaunOllt of my Chi! ~r.n H vi nlf! It any U mil, or
upan the duth ,of,my,yaunglllt Child Hvlng .t anyttml If my a,thllr C~lldrlJn then
II vi nQ .M\.1 III hllv, thIn rtachld, tht, IQI of 20 yur" or upon tht,duth of
'till la,t ,tadl,l af all myChlldrtn If ,non. ,of thlm Iha11 rllch th. alii of 20
Ylllrs, whlchevlr ,IVllnt I' thl'first to occur, th. tru.t .hall hrmlnloltl ancl th.
Tr~lIt.. ,.hall dl vi dt tht rlmal nd.rof th. princ I pal and Iccumulat.cl In/lome Into
equl1 ,har.. lIf1d .hall di .trlbutt tha.' Iharell a. follow"
I. afll ,.hare to tIIch of my Children thin II vi nQ,
b. If any af my Chlldrln al'l not t;~lIn livlng, thlln hi. ar hlr .har. ,
.hall b. dlstrlbuttd amonQ ,hi. or hlr dlllcI"dtnts \;hlln Hvin~l
, c. if anyaf ,!llY Chndrlln aranot thlln living' and II.VI, na dUClndllnt,"
then.livlnQ, thln,his ar hlrshar".hall be dlvldld Iqually amon; such of my
Chlldrtn W~a lire th.n liVil1Q( or their dlllclndllntlll th.n Hving, .. ..t forth In
lubparaQraph I and 2 above.
,
I naminat. and appoint ,th. b,.lo!'l~nMltJ individual III my Tru.hl, or
,alttrnatl Trulltll Ihould thl named Tr,ult" far any r..son rlfulI or bl un.blll
tos~rvll or to continue IIrvin; .. my Tru.t.l. EMcapt III othlrwil.provid.d by ,
law, my Trullhl IIhall natbl rlquirld tl1 qualify or Uie any account durin; th. '
admi ni strati an of thl trullt, but IIhall rlnd.r, at IlIlI,t lInnullII y, tQ thl
curr.nt Slnlflciary or eln8fl~iarill, a listing o~ all inv'ltmlntl and
transacti,onll undartakln durin; that yur,
a. Trustsll Carlll RainlY
b., Al tsrnate Trusttill Mary PI ~ts
!TaM 7
: I htrlby appoint Carol RlIinlY III IiHscutar df my Will. If my Elllcutor fail.
to, IIII've, ar for ,any re..an fan. to e:onti n~I' \;0 Illr,'v, , t thin appoi nt HII.n
Dohan to urve ill EIl.cutor,
"
PAGE FOUR OF aIGHT PAaES
Cft~/~ ~ 1'~
~
~.
WI, ~O' barrawi nth. n..mt of my....ht. or of, thl trl.l.t, upon wh.tlvlr
hrm....ntl canditltl". ..nq for wh.t.vlr plriodl my fiducl.ry dllm,' .dvlubl, for
th, pur pall of pr...rvi nllt prctlcU nil or improvi nQ prtlptrty h.l d by hi 01'
"
f. to, pay, campromll., .dJust, .Ittl., compound, r.n.w tlr .blndtln
claim. h.J,d by my Hducilry ..ncl cl.tllmll at,lIrtld .galn.t my 1lduchry, an
whlt.v.r hrm. h. dllml advillllll, without prlorctll.lr,t .uthtlrlW,
. , , . I
"
II. to diltrlbut. In cath ,ar In klnct,ar p.rtly in cllh ..ndpartly In
ki na ,i n ~ivl did or undi vidla I nt,l9rllll:l ,ntltwith.tlndinll thl h(:t that
dhtrlbutiv. Ih.r.. m~y II a rllult bl compand di ff.r.ntl y,
h, ,to I.nlur.thl property h. hold"," 'Hducl.r'llv.lnlt th. rl.k.,
.na In th. tlmounh h., In hh dhcrlU em, d,.ml .~p.di.nt, .nd to obt.ln .nd
P.",y for J U'I h.alth, U.blll ty and ether' for,ml ofl ni~lrancli far thl
bln'T,t'clarlll of the tr~lIt, In hl1 discrlUan,
I.
prchssian.l
.ppraiurl'
ta Implay attorn'YI, .ccQuntarih",lnv..tm,nt .dvhtlr. ,tlnd athlr
"Ii,hnh IncludinQ dlpolihrll.,pre~I",.Q.nh, .nd .
, ,
J. ta .ntlr Into trlln'llc;tianl with othilr fiduchrill IncludinQ
IM.cuterl or trult.1I of 'l3htl. .nd tr~lIt, in which, my b.nlflclllr,l" haY' .n
inter..t, and inclucjinQ him .. Hd~lc;i<<\rY for other 'It.t.. .ndtrulh,
k.
bf corpar.te
pc;lw,r, '
to .no~g. In th. powlr. rllc.lI.ry tel tHlt .ff.cttvlI .dminiltrat'lon .
l'curitl'I, IncludiMQ, without llmltino thl g.n.rlllty of thi.
. I. pdw.r ,tq vat,. In p.rsoi;1 or by pro~y up or), all IIcuritill h.ld
by the fiducilry, ' '
,:2. "pow.r to InoaQI in a votinll trult or votJng t\Qr'.m.nt,wlt~
r..p.ct ,to 1.,~urIU",
:5'. pow.r ta c;bnllmt or blctlme 'a p.rty ttl; 1iIi""p.rUclpatl in,
mlrOlrl,cor"alid.Uon, ..1.. ,of, ....1:1, rlcapl tal hati an, rlorQ.nhllt1onl,
dillqhlUflnl ar ',otheralhrltlonl afcarptlrt\tt Itruc,tllr., ,includinQ .d,Jultm,.nt'i
.tn cllpital Itructyr. afflcUM I,.curititll hlld by the fiduciary, whltt:h.r or not,
th.n lldJultmlntii invalvl p.ymlnhby or to the fiduclllry, .nd
4.
pClI'flrta h91c1. I,curiti.. In unr'Qiltlred farm or in thl nllm.
of .. nemln'"
I. to pay himlllf rluanabl. complntoaUon ftlr h,ill IIrvic...
PAG!! SIX OF EIGHT PAGES
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IN REI APPOINTMENT O~
GUARDIAN FOR THE ESTATE
011' AMY KATIlJJ:RYN PITTS,
A MINOR AtlD CONFIRMATION Oil'
APPOINTMEN'!' OF TRUSTEE
IN TliJJ: COURT OF COMMON PLEAS OF
CUMBERLANP COUNTY, PENNSYINANtA
ORPHANS' COURT DIVISION
No.;J/-q7."~1 '
I
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ORDER 011' COURT
AND NOW" thia l~t day of August, 1997, uponoonsideration of
the Petition To Confi~m Trustee and Gua~dian of the Estate, Carol
Rainey is appointed 'gua~dian of the estat,e of Amy Katheryn pitts
with respeot to lifs insuranoe prooeeds payable to Amy Katheryn
Pitts unde~ ins\lranas polioies on hs~ father's life, subjeot t.o the!
, '
fOllowing oondi tions I , " A, ....
. ~f''''Ih~ C.DVrl
1. That the gUa~dian l1ils a bond w~th t.he J.i.~"Lllu"".r, with
o~rporats surety, approved by the oou~t, fo~.the properperformanoe.
of her duties as guardian, in the amount of the prooeeds ~eoeivedl
o~
"
2. . 'That 'the prooeeds be dsposited in one o~ m~re savings
aooounts in the name of the minor in banks, building and loan
aSBoo.i;ation~, "savings and loan assooiations or orec;lit unions,
deposits in whioh are insu~ed by a federal governm~ntal agenoy,
p~ovided that the amount deposited in anyone suoh savings
institution shall not exoeed the amount to whioh amounts are thu~,
insured, or in one or more aooounts in the' name of "the minor
investing only in $eouritiee guaranteed by the united States
gover.hment or a federal gove~nmEilntal agenoy managed byresponsiblo
,
fiftanoial institUtions.' No withdrawal oan be made from any suoh
~coount I1nt'u the minor ,attains majority, except as au.thorized by
,
a pr~or ordsr
bs.promptly filed
of reoord.
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PLORIOA CJ:RTII'ICATE OF. OEAT\~
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