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HomeMy WebLinkAbout04-23-07 I PETITION FOR PROBATE and GRANT OF LET~RS Estate of JUDITH NORRIE. HENDRICKSON No. 21 .07 - D 3q3 I also known as To:. Register of Wills for the , Deceased. County of in the Social Security No. 198.30.1111 Commonwealth of Penns vania The petition of the undersigned respectfully represents that: Your petitioner( s), who is/are 18 years of age or older and the execut r'x named in the last will of the above decedent, dated MAY 5 1 and codicil(s) dated (list street, number and municipality) Decedent, then 67 years of age, died 7/1 /2006 at 1126 LINN DRIVE CARLISLE PA 17013 Except as follows, decedent did not marry, was not divorced and did not have a child bo or adopted after execution of the will offered for probate; was not the victim of a killing and was nev 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: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codic (sf: 0 presented herewith and the grant ofletters m .' ~ ::0 therron. (testamentary; administration c.la.; administrati n d.bi1~.~ 4240 HARDESTY ROAD -".,., ! , HUNTINGTOWN MD~ . ~'.~.J C:} ~ --..J J> ~ $ u u = u :9 ., ~ u '" ~'c:' u "0= fij.g - ~.- ~~ t!.... .:l 0 .. 6b ti5 ::0 N W -t.':. jj o N OATH OF PERSONAL REPRESENTA COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing etition are true and correct to the best of the knowledge and belief ofpetitioner(s) and that as personal epresen- tative( s) of the above decedent petitioner( s) will well and truly administer the estate accord' to law. Sworn to or affirmed and subscribed before me this 13th day of APRIL. 2007 MARGARET H. PHIPPS Register { N o f-- c::.: CC ....,;--- a.... o~-s C'? N 0.::: r:L ""4: CL LLI 00::; a:~_ 0--, c.5 r- ~-') c::.::::., 0-.: HNOHd 060g-tt~..L U. ss:;rnoov t~ou Vd 3'SI1~VO J.33~J.S llld HJ.nOS t9 ('ON '0'1 'l;) 'dnS) A3NlIOllV ~ ,{L~ ~ ~ ~I~:'~~~~_U.U U____ . ~"!fifVmfff (JfMIOfF ~ . . . . . . . . . . . . . . . . . . . . . . . . palld adbplg> _ \1:2\0..1- ' CO'.?;, $ d~fllJO\'Ytod WSI $ nlM ~ $........... 'UO!lllpunua~ . $' . . . . . ( 9> SalllOY!lla:J 1I0q; $ .. . . . . . . 'olH 'Slana'l 'alllqold QO SHHd S3WWW)t ~3:1INN3r Ol palUll~ Aqalaq am A~VJ.N3WV J.S3J. slana'l pUll NOS)tOI~ON3H . 31~~ON HJ.lOnr j JO ffiA\ lSllI alp S1l plooal JO pam pUll alllqold Ol pan!UIPll aq ~alalp paq!-J:>sap 866../5/5 p~1lp (s)luaUIIUlSlIf alp l1lql GHffiI:JHG SI U 'am aloJaq paluasald uaaq 8UJA1lqJOOld AIOlOllJS!lllS 'joalaq ap!s aSlaAal alp uo uO!l!lad alp JO uO!llllap!SUOO ~ ' .LOO~ . "~dV MON aNY SlIn~~'1 .!IO ~NVlIt.) <INV ~~ Va:Olld .!IO ~~3~a paSBaJaa ' NOS)tOIHON3H . 31~~ON HJ.IOnr )0 alBlS~ ~ bCZO- .LO."~ 'O.N ;:L,j;J{;(i~11~jlt,(~lli,/g;;:i"~{';"'f ~_j~i~il~:,j~i~'~~~~~~~:i~~4~jjE:,~,J~:;:~'<j;il~li~~iji~~!ii,~%ci;ill!~}b~~M;;. ':, 1- H'05R05T{'OV!!05 ! /).J-07-0~13 This is to certify that the information here given is correctly copied from an original certific,te of death duly filed with' me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office ~or permanent filing. WARNING: It is illegal to duplicate this copy by photostat or Ph~tograPh. ! p 11332499 No. ~ Local Registrar Fee for this certificate, $6.00 1 1 2005 Date \?'f~~o ~&(~" ~~.\\~~"d~ il-\\-C6 h::,~9. r'J W -''J a N H10ll.143 Rov. 2m COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECOR S CERTIFICATE OF DEATH 'I'YPl!II'IlINT IN --..r IILACK INK SEX 2. Female ~R,.~=) inchesterVA Al: -0 ~\ Hendrickso lwp. dty/IIoro. ~ !2 :~ o. r lOR AS A 0Fl' c. d. MANNER OF DEATH - ~ -. 0 v.. 0 Nok!r SuIcIde 0 >t. 't!'et~ - -'- CcUd notbe~ DATE; OF ItIJURV TIME OF IMJURV AT WORK? DESCRIBE HOW IMJURV OCCURRED. _.".,.v.., o o ~DNoD O - 3011. M. 3Gc. PlACE OF IMJURV. At homo.""'". -.~. oIIIco -....- .... !z w fil ~ o lL o W ~ ~ t kil.1\ 101 SA. ~ ~ '4i . r ,) LAST WILL AND TESTAMENT OF JUDITH G. NORRIE . ~-) I, JUDITH G. NORRIE, domiciled and resident at 1126 Linn Drive, Car,liSle, County of Cumberland, Commonwealth of Pennsylvania, declare that this document is my Will and revoke all my previous Wills and Codicils. I. IDENTIFICATIONS AND DEFINITIONS I am married to DONALD G. HENDRICKSON ("my hUSband")~I have two (2) children, JENNIFER DRAXTON of Huntington, MD, and JOELL NORRIE of Carlisle, P A, they and any other children born to or adopted by my hus and and me are referred to in the Will as "my children/child". i II. PAYMENT OF EXPENSES, DEBTS, AND TAXES I direct my Executor to pay medical, funeral, and administrative xpenses and all taxes payable by reason of my death, before any division of my estate. M Executor shall not attempt to have any part of such taxes apportioned among the recipi nts of property includible in determining the amount of such taxes. Proceeds on insuran e on my life up to the maximum allowable as an exemption from Pennsylvania Iobe'tance Tax and distributions from pension and profit sharing plans exempt from federal state tax, all of which are payable to my Trustee or any beneficiary (other than my est e), shall not be used to pay debts, taxes, expenses of administration or other charges agai st my estates. III SPOUSE SURVIVING If my husband survives me, I devise, bequeath, and appoint to . m all property which I own, or over which I have a testamentary power of appointment. IV. SPOUSE FAILING TO SURVIVE If my husband does not survive me, I dispose of my property as f4 Tangible Personal Property: I give my tangible personal prop rty in equal shares to my children who survive me, to be divided ong them as they (or their Guardians, in the case of minor children shall agree; if they fail to reach agreement within sixty (60) days f my __L 0" w --:.:1 r") r~1 I, " 4 death, this tangible personal property shall be divided amo my children as my Executor determines appropriate, in shar s of substantially equal value. I recommend, but do not require, t t all such items of tangible personalty be appraised and that the c Idren (or their Guardians in the case of minor children) select in ro ation items at the appraised value, the order of choice to be dete' by lot. If any child is a minor at the time of such division, my Ex cutor may distribute his/her share of tangible personal property to hifniher for his/her use or for his/her use to his/her Guardian ~., any combination of items, or to both, without further responsibili .' and the distributee's receipt shall be sufficient discharge to my Exec tor. Residue: I give all other property which I own or over which I have a testamentary power of appointment, to and for the ben fit of my issue who survive me, as follows: To each who has attained the age of twenty-five (25) ye s, the share which he/she would take if all such property then were being distributed to my issue who survive me, per stirpes. To my Trustee hereinafter named, the balance of such pro erty, to be held, administered and distributed as provided in the arti Ie of this Will entitled TRUST FOR ISSUE. V. TRUST FOR ISSUE . . . . .... This trust is established for the benefit of my issue from time to time living who have not attained the age of twenty-five (25) years and who do not ha e a parent who received either a part of the residue at my death under Article IV or portion of the corpus of this trust subsequently at age twenty-five (25) years. Income: The net income shall he accumulated and thereafter ~ as corpus. Cor:pus: From the corpus of the trust, the Trustee shall pay from time to time or for the benefit of such one or more beneficiarie' such variable amounts (even to the exhaustion of the trust) are appropriate, in the discretion of the Trustee, for support an care where the beneficiary is not self-supporting through no fault f his own, for education (defined as four years of college, or equi alent preparation in business, technical or trade training) if the bene ciary strives therefor in good faith, and for extraordinary require ents occasioned by illness or other misfortune. Amounts of co s so distributed shall not be taken into account in making division f the trust when a beneficiary attains the age for distribution t him Page 2 L______ __ 'i ~ ~ i . . '" provided in the next four paragraphs. It is my expectatio and intention that if guardians of the person are appointed for a . nor child, the Trustee will exercise the foregoing power in or er to supply funds to the guardians adequate to maintain and sup the minor child and to protect the guardians, to the extent possible form suffering any significant financial burden by reason of. their appointment. When each beneficiary attains the age of twenty-five (25)fears, the Trustee shall pay to him the share to which he would be e titled if the then existing trust fund were distributed to my issue then . ving, per stirpes, on the hypothesis that my only issue then living ar such beneficiary and all younger beneficiaries of this Trust. This trust shall terminate when the youngest beneficiary ~.ttains the age of twenty-five (25) years. If this last beneficiary dies efore attaining that age, then upon his death Trustee shall distribu e the fund to my issue, then living, per stirpes. If, at the end of my accounting period, the current market value of the corpus of the trust does not exceed Five thousand ($5, .00) dollars, the corpus shall forthwith be paid to the beneficiaries f the trust then living, per stirpes (my children to be the stocks); pr vided that if a distributee is a minor under the Revised Uniform fts to Minors Act as that Act exists at the execution of this Will an , for the purpose, that Act is incorporated by reference. If this trust is still in existence on the date that is twen (21) years after the death of the last to die of my issue living death, Trustee shall divide the fund, per stirpes, among th then beneficiaries of the trust (my children to be the stocks). The sh e of each beneficiary shall be paid to him, provided the Trustee shall hold, administer the share of any distributee who then is a mitr as Custodian in accordance with the provision in the last pre eding paragraph. VI. FIDUCIARIES Executor: I nominate and appoint my daughters, JENNIFER tRAXTON and JOELL YN NORRIE as Co-Executors of this Will to serve without bon . If either does not survive me, declines to act, or having qualified, resigns, dies, o. is removed, I nominate the other to serve as sole Executor to serve without bond. Trustee: I nominate ORRSTOWN BANK as Trustee. My Tru tee shall not be required to file an inventory or accountings with the Clerk or the Court . ng jurisdiction over this Will. Page 3 _mnf-- , ' ~ '. I direct that it receive as compensation for its services as Trustee uch amounts as it customarily charges for similar services at the time those services are pe ormed. Powers: I give my fiduciaries, including successor fiduciaries, all the powers contained in Chapter 71 of the Pennsylvania Probate, Estates and Fiduci 'es Code at the time of the execution of this Will, and those powers are incorporated by r ference. VII, MISCELLANEOUS Survival Defined: No person shall be deemed to have survived m~ or to be living at my death ifhelshe shall die within thirty (30) days after my death. Issue Defined: The term issue means all my lineal descendants immediate and remote, living on the date the persons who comprise that class must be as ertained. When distribution is to issue, per stirpes, distribution shall be by right of re resentation, my children to be the stocks. Adoption' Where a person has been adopted prior to attaining th age of eighteen (18) years, such person shall be treated for all purposes of this Will as th natural child of the adopting parents, No Implied Contract. This Will is being executed on the same d te as is the Will of my wifelhusband; but in no event shall our Wills be considered joint or mutual, it being our express intention that the survivor shall in no way be restric ed in the use, management, enjoyment, or disposition of her/his separate estate or p operty received under the other's Will. Ultimate Takers' If, at any time, there is no one to take under ~'he terms of this Will or Trust described in Article V, my fiduciary shall pay over half t e fund to those persons who would take my estate if I had then died intestate, unmarri d, domiciled in Pennsylvania, under the laws of Pennsylvania then in effect, the shares an proportions to be determined by said laws, and the balance to those persons who would take my wife's/husband's estate if she/he had then died intestate, unmarrie<ll, domiciled in Pennsylvania under the laws of Pennsylvania then in effect, the shares an~ proportions to be determined by said law ' Livina Will' In the unfortunate event that I should by reason of p ysical or mental disability, become unable to take part in decisions for my own future by . rtue of what is commonly referred to as "brain dead" or imminent death, I order and di ect that, where there is no reasonable expectation of my recovery from physical or ment disability, I be permitted to die and that I not be kept alive by artificial means. It is my e ress desire that I not be permitted to suffer the indignities of deterioration, dependence d hopeless pain Page 4 .. and that, therefore medication be mercifully administered to me only to alleviate my suffering even though this may hasten the moment of death. In testimony of which I now sign this Will, in the presence of names will appear below, and r~~est that they witness my signature execution of this Will, this .5 - day of May, 1998 at 1237 Hol Cumberland County, Pennsylvania. . tnesses whose d attest to the Pike, Carlisle, ~LlJ~ TH G. NORRIE JUDITH G. NORRIE, in our presence, signed this instrument. B fore she signed it, she declared to us that it was her Will and requested that we act as witnesses to its execution. We believe her to be of sound mind, possessing testamentary apacity, and not subject to undue influence, fraud, or coercion. We now, in her pres nce, and in the presence of each other, sign below as witnesses, all on this SY:!: d y of May, 1998, at 1237 Holly Pike, Carlisle, Cumberland County, Pennsylvania. residing at 1237 Holly Pike, Car isle, PA 17013. siding at 139 Easterly Drive, Mechanicsburg, PA 17055 Page 5 JU- " COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, Joseph D. Buckley and Susan H. Goodridge, the witnesses hose names are signed to the foregoing instrument, being duly qualified according to law do depose and say that we were present and saw Testator sign and execute the inst nt as her Last Will: that she signed willingly and for the purposes therein expressed; that ch of us in the hearing and sight of the Testator signed the Will as witnesses; and that t, the best of our knowledge the Testator was at that time eighteen (18) or more years f age, of sound mind, and under no constraint or undue influence. , . Sworn or affirmed to and subscribed to before me by Joseph D. B 'ckley and Susan H. Goodridge, witnesses, this ..{"6.. day of May, 8. ~~&~ . - --- Not Ptiblic . Notarial Seal Karen Kay Buckley, Nota~!.UCoblicnty South MiddletOn Twp., CumbellGJlU u My Commission Expires June 23. 2001 Page 6 . REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA RENUNCIATION Estate of JUDITH NORRIE. HENDRICKSON No. 21 07 also known as , Deceased The undersigned, JOELL YN NORRIE one of the dau her's (Relationship) (Capacity) O'Y/3 the above Decedent, hereby renounce(s} the right to administer the estate and respectful y request(s} that Letters Testamentary be issued to JENNIFER DRAXTON ennifer C. Krammes Witness my hand this t?11f7-... 200 (Signature) J 330 Haines Road York PA 17402 (Address) (Signature) (Address) (Signature) (Address) Sworn to or affirmed and subscribed before me this 2,^M-\ - day of NO'fARIAL SEAL CARRiE JEAN SINGER, NOTARY PUBLI LOWER P,1.)CTON TWP., DAUPHIN COUNT' MY COMMISSION EXPIRES SEPT. 7, 201 ,.......~') <t:::::> ':;.;;J :1:>" --~J ::I:J N w -0 _.h.,. o N (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) NOTE: Renunciations executed outside the Offi of Register of Wills are required in some counties to be notarize . RW-3 =~1:J __oj of . I