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HomeMy WebLinkAbout11-27-07 PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Arden F Christie also known as Arden F Christie Elizabeth K McPherson File Number c11 - () 7- /og / , Deceased Social Security Number 205-24-8115 Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' OR 'B' BELOW:) 00 A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is / are the Executrix last Will of the Decedent dated 812012007 and codicil(s) dated named in the (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 instrument(s) offered for probate, was not the victim of a killing and was never adjudicated an incapacitated person: o B. Grant of Letters of Administration (If applicable. enter: c.t.a.; d.b.n.c.t.a.; pendente 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:(lf Administration, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) Name Relationshi Residence (") r-..) c:::::a ~" r- (COMPLETE IN ALL CASES:) Attach additional sheets ifnecessary. cO: ~ 93 ~ ,c.."" ^ County, Pennsylvania, with his / her last princi~Qijpce at-o PA 17241 West Pennsboro T~~ :x :0-1 ~ ):> :z: C) :::r:J .tr! "'J.... -' G') ~.~ =C.i CJ ('"'.)0 -rl -s;: :B ...'::!Ii", ) ;=m (.,? C> on Decedent was domiciled at death in Cumberland 210 Bic SDrina Road Newville (List street address, town/city, township, county, state. zip cade) Decedent, then 75 years of age, died on 11n12007 at Carlisle Reaional Medical Center Carlisle Decedent at death owned property with estimated values as follows: (If domiciled in P A) 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 PA $ $ $ $ 175.000.00 situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codici1(s) presented with this Petition and the grant of Letters in the appropriate form to the undersigned: Typed or printed name and residence Elizabeth K McPherson 1 P Page 1 of2 Form RW-02 rev. 10.13.06 Oath of Personal Representative COMMONWEAL TII OF PENNSYLVANIA : SS COUNTY 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 ofPetitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. before me the ~I Sworn to or affirmed and subscribed day of Signature of Personal Representative Q .0=~ ...J-o i:~$=O '" p- ',,.211"1 ..... CI5 ::n ''7 ^ '., C) )O?, :JC '~ "$ r..) .. c:::>> --4 :z: C -- ::0 .7:.Jh, rnc""') G')Q (}) iT1~ ::00 (:;; --.1 C) . ::r; _,- -7, .!C'o r-rr'1 v-:> 0 --r, ~~ r the Register Signature of Personal Representative File Number: ~I- 0/- Lng, N ...., ." :x ~ .. - Estate of Arden F Christie , Deceased Social Security Number: 205-24-8115 Date of Death: 111712007 AND NOW, November ~ .7 ,2007, in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentarv are hereby granted to Elizabeth K McPherson in the above estate and that the instrument(s) dated described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent. Letters ...............:~.... s 2llg.pO ~n.da. lja;;n~!~) ~~1~1xf Short Certificate(s) 5.~~!I:. $ 20.00 Attorney Signature: ~ Renunciation(s) ................ $ Will $ 15.00 Attorney Name: Jan L Brown Automation Fee $ 5.00 JCP Fee $ 10.00 $ $ $ $ $ $ TOTAL ............................. $ Supreme Court J.D. No.: 67993 Address: 845 Sir Thomas Court Suite 12 Harrisbura PA 17109 Telephone: 717-541-5550 310.00 Form RW-02 rev. 10.13.06 Page 2 of2 ~ ,- D 7 - fOg I LOCAL REGISTRAR'S CERTIFICATION OF DEA~TI-I WARNING: It is illegal to duplicate this copy by photostat or photograph. R~n5Y05 ~SV {(~:/07) Fee for this certificate, $6.00 P 13884886 Certification NumbeJ;' This is to certify that the information here given is correctly copied from an original c.~Itificate of Death duly filed with me as Local Registrar. The originaf certificate will be forwarded to the State Vital Records Office for permanent filing. ~~~ ~~ &11/07 s:o ~ ."",,:::0 0 U-Oo < T:I r- "'-~rn N ~ :::0 -..I (f) "7" 00 ...., 0 " : -', c:: -.-' ::P - =-i 1J -0 :x N .. Date'JS!sued :::0 lj I ,..,... . - .., ~.i2CJ (::~ .?j en ,--n ::00 c:->C) -- --+\ ;~o r~= rn (;;')0 .-n - Hl.l43 REV 11_ TYl'EI PNHT IN - ~lNK COMMONWEALTH 01' PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERnFICATE OF DEATH (See Ins1ructIona and examplell on _) STAn; F1LE NUMIIER 4. Dolo 01 ~ \Mldl. dIy. yoIlj November 7, 2007 1._G1_(FiII._lIIl.tuIIIll) 5. Ago (lMI BitIIdoy) 75 v... Ib.CoolflIyGlDollll 11.__ KlndGl_ Homemaker _01 Mo.llolllll_ KInd 01_1 InduIlly Own Hane 11.-.r.-.g__,-~I_ _JipGOdtI 210 Big Spring Road Newville PA 17241 1..~._(FiII._.IIIl._1 Norman Furlong ~ Al:MIRIIidIncI 17& SlIM l1b.CoolflIy 2lIo._._lTlIlO'PIlr<1 Elizabeth K. McPherson ~ ~ 21L_G1",-, 0- 0--- OOhf- Z2L 01 ~ 300.WIo.._ - 301>.__-" - -"CoqIIoIIon ..c....llIolIl? o \'to D'" 31._"'-: ~O- O-Ol'onclngllwolllglOlCln 0- OCouldHolbo_ II. o \'to 32d._.....,. I 'b I 33LCorIIIr(dlOdlcn,_1 . CooIlloI...,......(""'**'cdylng_G1___~......-_ond~....231 To"'_ 01., -..__........._Sl... -.. -. - - - - - - - - - - -- - - - - - - - - - - - - - - - - - --- . =':~:=-.:=:=::::v...-::~.....:-"':OO-:._..-._n-------------- 0 . :::::..=...,............In.,.......__..lIlo_._..................lIloClllll(l)..._..-. 0 101.1 .J.1.;1.1 <1.1<<./ 0066538 DisposiIion Permil No. - 8115 TIIp. llIrl- Schaefferstown, PA 17088 , Inc. PA 17036 23c. Dolo S9IICI (UonIh. dIy. l'OIl . No-...!>e,r 7 Zc.>.:)t- 21.WIoc-_..__ICoIorlIf"._Olhor_~..~ 0110 21.roTo:-toONlll? , 0110 0- 28.1 ............-....,... o "'-"" "'01_ o ....--.llo.CjldgllIOI_42t11ys ..- o Hol.........Ilo.C__43t11ys..lyoar -- o -.__-......yoar 32c.==~-.F_. LAST WILL AND TEST AMENT OF ARDEN F. CHRISTIE <:) ~ ;:0 ~ -:1;- i~ cb :D :::a: F,.; ,-.'.... '. -'-.. ',' :cV ,-.., r-.. ' J . "J ......., C;)C:J '1'" r- -< c-~ ::Q :~~~~ ~ SJ 23 ,~);->:'O -0 (:=; 0 ::_:~1'1 .ij-n . :'-1 '- :x -,;: ::!.J I, ARDEN F. CHRISTIE, of Cumberland County, Pennsylvama, declare ~~ be ~ast ;::i <;'"") )> .. r- rrt - (,..,?O Will and Testament. I revoke all other Wills and Codicils that I may have previously made.- ."J Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executor from the principal of my residuary estate as soon as practicable after my death. Article IT All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. Article ill I give, devise and bequeath in accordance with any memorandum which I have either handwritten or signed, located with my Will or with my valuable papers and found within 30 days of the probate of my Will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. Article N I give and bequeath my 1989 Mercedes-Benz to my son-in-law, KEVIN McPHERSON, of Dauphin County, Pennsylvania, NOT per stirpes. Article V All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath IN EQUAL SHARES to my children, ELIZABETH K. McPHERSON, of Dauphin County, Pennsylvania, and DAVID G. KRAEMER, of Cupertino, California. If ELIZABETH K. McPHERSON predeceases me or fails to survive me by thirty (30) days, I give, devise and bequeath her share to her issue who survive me, per stirpes, or if she has no issue, the share(s) are to be added equally to the other shares. IfDA VID G. KRAEMER predeceases me or fails to survive me by thirty (30) days, then I give, devise and bequeath his share to ELIZABETH K. McPHERSON, per stirpes. Article VI Except as otherwise provided in this Will, I have intentionally failed to provide for any other persons or relatives, whether claiming to be an heir and/or relative of mine or not. Insofar as I have failed to provide in this Will for any of my relatives, and/or issue now living or later -2- born or adopted, such failure is intentional and not occasioned by accident or mistake. Article VII If any person or entity other than me singularly or in conjunction with any other person or entity directly or indirectly contests in any court the validity ofthis Will, including any amendments or codicils thereto, then the right of that person or entity to take any interest in my estate shall cease, and that person or entity shall be deemed to have predeceased me. Article VIII Ifa beneficiary under this Will has not attained the age of twenty-five (25) years, the share of the beneficiary shall be placed in a separate trust, for the benefit ofthat beneficiary according to the terms in Article IX. Article IX In the event that a Trust is created by or as a result of any part of this Will, the terms and conditions of the Trust shall be as follows: A. To expend and apply so much of the net income and so much of the principal ofthe Trust as the Trustee shall consider advisable for the support, health, care and education (including college, trade school, or other similar training or education) of the child until the child attains the age of twenty-five (25) years. B. Upon attaining the age of twenty-five (25), the remaining principal and accumulated income of the child's share shall be distributed outright to the child. C. If any beneficiary dies before the complete termination of his or her trust, the Trustee shall divide any remaining trust property into shares for the beneficiary's issue then living, per stirpes, or if none, then to be distributed in accordance with the provisions of Article V. - 3- D. No beneficiary or remainderman of this Trust shall have any right to alienate, encumber, or hypothecate his or her interest in the principal or income of the Trust in any manner, nor shall any interest be subject to claims of his or her creditors or liable to attachment, execution, or other processes of law. Article X I hereby appoint my son-in-law, KEVIN McPHERSON, of Dauphin County, Pennsylvania, as Trustee of any Trust( s) created in this Will. In the event of the renunciation, death, resignation, or inability to act, for any reason whatsoever of KEVIN McPHERSON, I nominate and appoint KRISTEN BIEHL of Pittsburgh, Pennsylvania, as Successor Trustee of any Trust( s) created in this Will. Article XI In order to carry out the purposes of the Trust(s) established by this Will, the Trustee, in addition to all other powers granted by this Will or by law, shall have the following powers over the Trust estate, subject to any limitations specified elsewhere in this Will: (a) to retain in the form received and/or to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, -4- (f) to file fiduciary/income tax returns and pay the tax due for any year for which such a return is required, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; and to pay from my estate reasonable compensation for all their services, (i) to conduct along with or with others, any business in which I am engaged in or have an interest in at the time of my death, and (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. Article XII I nominate, constitute, and appoint my daughter, ELIZABETH K. McPHERSON, Executrix of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of my Executrix, I nominate, constitute and appoint my son-in-law, KEVIN McPHERSON, successor Executor of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of KEVIN McPHERSON, I nominate, constitute and appoint my son, DAVID G. KRAEMER, successor Executor of my Last Will and Testament. I direct that my Executrix or successor Executors be permitted to serve without bond and in addition to those powers granted by law, I grant them power to distribute in cash or in kind in like or in unlike shares and to file any qualified disclaimer I could have filed if living. My Executrix and successor Executors shall receive reasonable compensation for services rendered to my estate. - 5- Article xm In addition to the powers conferred by law, I authorize my Executrix and successor Executors, in his/her absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; and to pay from my estate reasonable compensation for all their services, (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death, and (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. -6- IN WITNESS WHEREOF, I, ARDEN F. CHRISTIE, hereby set my hand to this my Last o'JD Will and Testament, on . 2007. ~k/}f/ ;/ ~ -dDEN F. CHRISTIE In our presence, the above-named ARDEN F. CHRISTIE signed this and declared this to be her Last Will and Testament, and now at her request, in her presence, and in the presence of each other, we sign as witnesses. Name Address ~ h(1b' ~~W Ill'iu.s~ 845 Sir Thomas Court. Suite 12. Harrisburg. FA 17109 845 Sir Thomas Court. Suite 12. Harrisburg. FA 17109 - 7 - I, ARDEN F. CHRISTIE, Testatrix, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by ARDEN Fg--CHRlSTIE, the Testatrix, on -:lo ,2007. ~ -:;(~ /ARDEN F. CHRISTIE COMMOIftIW11I Of PEftNSYlYMIA NOTARIAL JACQUElIIIE A. 1lELL'( 1IOTAR't PUBlIC UIWER PAXTON TWP., DAUPKIII COUIl1'f MY COIIIIISSlOft EXPIRES DEC. 17 2001 We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute this instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by faula'-u1Li:L andJ{}ct (Y-A A &rs.t11c witnesses, on 'ir .-20 ,2007. ~o.uWL~ Witness ~aI; i () " f & sv<;: ess ~l11l OF PENNSYlYAIlIA NOTARIAL SEAl JACQUEl.IIlE A. KELl'( NOTARY puBlIC LDWERPAXfON lWP., DAUPHIN COUNIY MY COMMISSION EXP\RESDEC, 17 2007 - 8-