HomeMy WebLinkAbout02-04-09PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate of Mary B. Finkenbinder Fite Number 21-0~- ~~~~ ~ 7
also known as
,Deceased Social Security 198-30-42fi0
Petitioner(s) who is/aze 18 years of age or older, apply(ies) for:
[X] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the Executor named in 1:he
last Will of the Decedent dated August 24, 1993 and codicil(s) dated _
N/A
(state relevenat circumstances, e.g. renunciation, death of executor, etc.)
Except as follows, Decedent did no[ 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:
[ ] B. Grant of letters of Administration
(If applicable enter: c.t.a.; d.b.n.c.t.a.; endente life; 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: (If
Administration, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.)
(List street address, town/city, township, county, state, zip code)
Decedent then
70 years of age died on
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.)
(If not domiciled in Pa.)
(If not domiciled in Pa.)
Value of real estate in Pennsylvania
situated as follows: ~~y.. ;~~E>. 35:3 ~Y/~ ~i/l-it1oL r 2
y ~ ~ z i< y ~ ~ ~ ru~~ir~>~ ~-~.7<<. ~:~,,~~.
Wherefore, Petitioner(s) respectfully request(s) the probate of [he last Will and Codicil(s) presented with this Petition and the gran[ of Letters
in the aoorooriate form to the undersiened:
name
~' ~/ 10 Creek View Road Newville PA 17241
Charles R. Finkenbinder
804 Creek Road Carlisle PA 17015
Roger L. Finkenbinder
i~ ~ ~,,,, 30 Valley Road, Newville. PA 17241 .~.
1/29/09
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Page 1 of 2
COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last principal residence at
OATH OF PERSONAL REPRESENTATIVE
COMMONWEATLH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are true and correc
to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of th~ D~edent,
Petitioner(s) will well and truly administer the estate according to law. n ~
Sworn to or affirmed and subscribed
before me this ~ ~Li,U- ~ ( ~ U4h~
_ ~-
For the Register
L.
File Number• ~ 1 - D 1- D / 17 _
Estate Of Mary B. Finkenbinder
Social Security Number: 198-30-4260 Date of Death
Glenn A. Finkenbinder
Charles R. Finkenbinder
Deceased
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AND NOW ~ fUi 20~ in consideration of the Petition, satisi'actory proof
having been presented before e, IT IS D REED that Letters Testamentary
are hereby granted to Glenn A. Finkenbinder, Charles R. Finkenbinder and
Roger L. Finkenbinder in the above estate
and that the instrument(s) dated August 24, 1993
described in thte Petition to be admitted to probate and filed of record as the las Will (and Codicil(s) of Decedent)
Register of Wills ~ ~ ~~ .
FEES _ C
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Signature
Attorney Name Stephen D. Tiley
Letters ~) ~.
Short Certificates , DD Sup. Ct. I.D. No
Renunciation
W + ! 7. Address:
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Telephone:
32318
5 South Hanover Street
Carlisle, Pennsylvania 17013
17) 243-5838
TOTAL... Ll?
Page 2 of 2
_ _ __
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LOCAL REGISTRAR'S CERTIFICATION ~OF DEA"I'H
WARNING: It is illegal to duplicate this copy by photostat oir photograpFl.
fee for Ihi~ certificate. $6.00
P ~ 500?912 _
Certification Number
This i~; to certify th~..t the !nlortnation here riven is
correctly copied from ~ul oo•iginal Certificate of Death
duly filed with me a~ Loctill Registrar. The uriginal
certificate will be f;n~~ardL~d to the State Vital
~R~ecords Office for permanent filing.
Local Registrar Date Issued
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DLsWg4an Pamiit NO. ~ ~/tJ~~~.~-~.~
LAST WILL AND TESTAMENT
OF
MARY B. FINKENBINDER
I, Mary B. Finkenbinder, a resident of the Township of West Pennsboro (284 McAllister
Church Road, Cazlisle), County of Cumberland, Commonwealth of Pennsylvania, do hereby
make, publish and declare this as and for my Last Will and Testament, hereby revoking and
making void any and all Wills and Codicils by me at anytime heretofore made.
ARTICLE 1
FAMILY
1.01 Identification of Family. I declare that I am the widow of Robert L.
Finkenbinder and that we had four children, whose names aze as follows: Bazbaza E. Wallace,
who died on July 15, 19921eaving one child, a son Joshua S. Wallace; Glenn A. Finkenbinder, of
10 Creekview Road, Newville, Pennsylvania; Chazles R. Finkenbinder, of 804 Creed Road,
Cazlisle, Pennsylvania; and Roger L. Finkenbinder, who resides with me at 284 McAllister
Church Road, Cazlisle, Pennsylvania.
1.02 Definition of Family Terms. As used in this Will, the term "my
children" refers to all my natural children as named in paragraph 1.01 of this Will. As used in this
Will, the term "issue" refers to all lineal descendants of the indicated person of all generations,
with the relationship of parent and child at each generation.
ARTICLE 2
PAYMENT OF BURIAL EXPENSES AND DI+:BTS
2.01 Description of Expenses and Debts. I authorize my Executor to pay all
the expenses of (1) a funeral or memorial service; (2) the interment of my :remains, including the
costs of a grave site, if necessary; and (3) the installation and inscription of a suitable marker at,
and perpetual care of, the grave site. I further direct my Executor to pay all of my debts that my
Executor in his or her sole discretion may allow as claims against my Estate.
ARTICLE 3
DISPOSITION OF TANGIBLE PERSONAL PROPERTY
3.01 Disposition to Children. I direct my Executor to divide my tangible
personal property into two parts. The first part shall contain all items that my Executor
determines, after consulting with my children and my grandson Joshua S. Wallace, to be of no
present or future value or use to them. The second part shall contain the balance of the property.
My Executor shall dispose of the first part by sale, abandonment, destruction, or gift to any charity
or person. The proceeds of any sale shall be added to my residuary estate.. All property in the
second part I give to my children, and my grandson Joshua S. Wallace, who survive me, in four
equal shares, to be divided among them as they shall agree, per stirpes and not per capita. If any
child or grandchild is a minor, the Guardian of the person appointed for that child must agree to the
division. If no agreement is reached within ninety (90) days after my death, all property in the
'" ~ second part shall be sold at public sale and the proceeds thereof added to my residuary estate.
~;
ARTICLE 4
. ~;~~ DISPOSITION OF RESIDUARY ESTATE
4.01 Disposition to Children. All of the rest, residue and remainder of the
~`~~~~ property that I own at the time of my death, both real and personal, and of every kind and
'' description, wherever situated, to which I may be legally or equitably entitled at the time of my
~~~ ~ death (my "residuary estate"), I give, devise and bequeath to my children, and my grandson
~ Joshua S. Wallace, to be divided among them four equal shazes, per stirpes and not per capita.
~~_, The share of any child or grandchild of mine who predeceases me leaving issue who skive me
ti shall pass to such issue per stirpes by right of representation. However, if' my young ild, ors
~' any grandchild inheriting under this Will, shall be under twenty-one (21) yeazs of age death
,~ his or her share shall instead pass in trust as set forth in Article 5 of this W ill. `~"' ~ va ,-~
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ARTICLE 5
TESTAMENTARY TRUST
5.01 Trust Established. If at the time of my death my youngest child or any
grandchild has not yet reached the age of twenty-one (21) years, I give his or her share of my
residuary estate in trust, to be administered in conformity with the provisions of this Article 5. A
separate trust shall be established for each child and grandchild.
5.02 Appointment of Trustee. I appoint my son Glenn A. Finkenbinder of 10
Creekview Road, Newville, Pennsylvania, and my son Charles R. Finkenbinder, of 804 Creed
Road, Cazlisle, Pennsylvania, or the successor or survivor of them, to be 'Trustee of the Trust
established by this Article 5. The Trustee shall have the powers set forth in Article 7 of this Will.
5.03 Resignation of Trustee. Any individual Trustee may resign from the
position of Trustee by executing a written resignation and delivering it to the successor Trustee.
The date of the delivery of the resignation shall be the effective date of the resignation. No Court
action or other proceeding shall be necessary for the resignation of an individual Trustee. Every
title, estate, right, power and discretion conferred on the initial Trustee under this Will is likewise
conferred on any successor Trustee.
5.04 No Bond Required. No bond shall be required of any Trustee or
successor Trustee named in this Will.
5.05 Use of Funds. Until my youngest living child or any grandchild attains the
age of twenty-one (21) yeazs, the Trustee from time to time may pay to, or apply directly for the
benefit of, him or her any sums from the principal and net income of the Trust as the Trustee
deems necessary or advisable to provide for the proper Gaze, support, maintenance and education
of the child or grandchild who is the beneficiary of each trust.
5.06 Trustee's Judgment Final. The judgment of the Trustee as to the amount
of payments or applications of principal or income pursuant to Paragraph 5.05 of this Article shall
be final and conclusive on all persons interested, or who may become interested, in the Trust
estate. On making any payments or applications of principal, the Trustee shall be fully released
and dischazged from all further liability or accountability. Byway of explanation and example and
not by way of limitation, the Trustee's power and authority to make discredonazy payments to my
child may include expenditures for basic maintenance and support; elementary or secondary
education; post-secondary technical or vocational training; college, postgraduate and professional
study; and assistance in connection with marriage, acquisition and furnishing of a home and
commencing a business or profession.
5.07 Additions to Corpus. Any property to which my child or grandchild may
be entitled during his minority may be added to the corpus of this Trust and administered in
accordance with the terms and conditions of this Trust. To the extent that the Trustee has the
authority, whether by appointment as Guardian of the estate, special guardian, or otherwise, to
determine the disposition of any property to which my youngest child or grandchild may be
entitled during his or her minority, I direct the Trustee to add the property to the corpus of this
Trust.
5.08 Division of Corpus. When my youngest living child or any grandchild
attains the age of twenty-one (21) yeazs, the Trustee shall distribute the corpus of that child or
grandchild's trust and any undistributed income of that trust to the child or grandchild. In the event
that my youngest child or any beneficiary should die before his or her twenty-first birthday leaving
~~ issue, the Trustee shall the distribute the trust corpus and any undistributed income to his issue, or
their guardian, per stirpes, by right of representation.
`vw
.~ 5.09 Spendthrift Provisions. No beneficiary of these Trusts shall have any
~~~~' right or power to sell, assign, convey, mortgage, pledge, anticipate, hypothecate or otherwise
dispose of any right, title or interest that the beneficiary may acquire in the income or principal of
~~ the Trust estate until the income or principal has actually been paid over to the beneficiary by the
Trustee. Nor shall the income or principal of the Trust estate, or any part of it, or any interest of
~\ any beneficiary under this Will be liable for, or to any extent subject to, any debts of any kind or
nature incurred or contracted by any beneficiary, either before or after my death. Any right
-`- = granted to a beneficiary to receive assets of the Trust estate, either principal or income, for the
~ beneficiary's own use and benefit shall not be available for the satisfaction of any claims of the
~~ creditors of the beneficiary. Any right of receipt shall be suspended and may not be exercised by
~. any beneficiary on the filing of a proceeding in bankruptcy in which the beneficiary is debtor. The
suspension shall be continued during bankruptcy proceedings and shall be restored only after the
entry of a final order of dischazge of the beneficiary as debtor.
ARTICLE 6
APPOINTMENT OF EXECUTOR
6.01 Appointment. I nominate, constitute and appoint my three surviving sons,
to wit: Glenn A. Finkenbinder; Charles R. Finkenbinder; and Roger L. Finkenbinder, or the
successor(s) or survivor(s) of them, as Co-Executors of this my Last Will and Testament.
6.02 Bond Not Required. None of the individuals named in Pazagraph 6.01
shall be required to furnish a bond for the faithful performance of his or her duties as Executor.
ARTICLE 7
POWERS OF ADMINISTRATION
7.01 Grant of Powers. My Executor, in the administration of my Estate, and
my Trustee in the administration of the Trust established in Article 5 (together referred to as "my
fiduciaries"), shall have the powers and authorities set forth in this Article„ These powers may be
exercised by my fiduciaries in their sole and absolute discretion, without the permission or order
of any Court. These powers shall be supplementary to the powers conferred by law, including,
but not limited to, those set forth in Title 20, Chapter 33, of the Pennsylvania Consolidated
Statutes.
7.02 Retention of Assets. My fiduciaries shall have the power to retain any or
all property of my Estate or Trust corpus, however received or acquired, for so long as they deem
appropriate. This power may be exercised even though the property may not be of the type
authorized by law for investment, and even though retention may leave a disproportionately lazge
amount of the value of my Estate invested in one type of property.
7.03 Transfer of Assets. My fiduciaries shall have the power to sell, transfer
and convey any property, of whatever nature, including real property, and wherever situated, that
I may own at the time of my death, or that may come into my Estate or into the Trust corpus at or
after my death. The sale, transfer or conveyance may be by public or private sale, at such time, on
such terms and conditions, including selling price and credit, in such manner, and for any reason
that my fiduciaries deem appropriate, including, but not limited to, the purpose of obtaining net
proceeds to be distributed to my residuary beneficiaries.
7.04 Investment. My fiduciaries shall have the power to invest and reinvest any
property in my Estate or in the Trust corpus in preferred and common stocks, bonds, notes,
common trust funds (including any managed by any corporate fiduciary), interests in investments,
trusts, mutual funds, leases, mortgages on property wherever located, and., generally, in any
property and in proportions of property as my fiduciaries deem advisable, even though such
investments aze not of the character or proportions authorized by applicable law for the investment
of such funds.
7.05 Power to Borrow. My fiduciaries shall have the power to borrow money
for any purpose for any periods of time and on any terms and conditions as they deem advisable
(including the power to borrow from any corporate fiduciary), and to pledge, mortgage, or
otherwise encumber any property in my Estate or in the Trust corpus to secure repayment of any
loan, as well as the power to renew existing loans either as maker or endorser.
~' 7.06 Distribution in Cash or in Kind. My fiduciaries shall have the power
~; to make distributions in cash or in kind, or partly in each, in divided or undivided interests, and
the power to determine which assets shall be sold and which shall be distributed in kind, without
nonce to or consent by any beneficiary.
7.07 Distribution to Minors and Persons Under Disability. My
~\~~, fiduciaries shall have the power to make distributions or payments to or for the benefit of any
beneficiary who is a minor, an incomtx-:tent, or who in the fiduciaries' judgment is incapacitated.
~~ The distributions or payments shall be made in any one or more of the following ways: (1)
_, Directly to the beneficiary; (2) directly to the creditor in payment of the debts or expenses of the
~ ~ , beneficiary; (3) to the Guardian of the person or estate of the beneficiary; (~4) to any custodial
parent of a minor beneficiary; (5) to a custodian for the beneficiary under any law related to gifts to
-~ minors, including to my fiduciaries in that capacity; or (6) to any other person who shall have the
caze and custody of the person of the beneficiary. There shall be no duty to see to the application
of funds so paid, provided due Gaze was exercised in the selection of the person to whom the
funds were paid, and the receipt of the person shall be full acquittance of the fiduciaries. To the
extent that any provision of this Pazagraph 7.07 is inconsistent with any provision of Article 5
creating a Trust of the residue for the benefit of my minor children, the provisions of Article 5
shall control.
For purposes of this Article 7, "minor" is defined to mean any person under the age of
twenty-one (21).
7.08 Disposition of Business Interests. My fiduciaries shall have the power
to continue or to permit the continuation of any business, incorporated or unincorporated, in which
I may have any interest at the time of my death for any period of time, or to liquidate the business
on any terms, as they deem appropriate. This power includes, but is not limited to (1) the power
to invest additional sums in any business, even to the extent that my Estate or the Trust corpus
may be invested lazgely or entirely in the business, without liability for any loss resulting from
lack of diversification; (2) the power to act as or to select other persons to act as directors, officers
or employees of any business, to be compensated without regazd to being a fiduciary under this
Will; and (3) the power to make any other arrangements in regard to any business as my
fiduciaries shall deem proper.
7.09 Employment of Agents. My fiduciaries shall have the power to employ
and pay the compensation of any and all attorneys, agents, custodians, attorneys-in-fact, experts,
investment counsel, accountants, bookkeepers or other agents or providers of services as my
fiduciaries deem advisable in the administration of my Estate.
7.10 Commissions. My fiduciaries shall have the power to take reasonable
commissions on account at any time during the administration of my Estate or of the Trust without
the approval of any beneficiary or of the Court, but subject to allowance or disallowance on the
settlement of the final accounts of my fiduciaries.
7 . ll Third Party Reliance. No person or corporation dealing with my
Executor shall be required to see to the application of any property paid or delivered to my
Executor, or to inquire into either the authority of my Executor to enter into any transaction or the
expediency or propriety of any transaction entered into by my Executor.
ARTICLE 8
TESTAMENTARY GUARDIANS
8.01 Guardian of Person. I have no children under the age of eighteen (18)
years.
8.02 Guardian of Estate. It is my intent that all property to which any child of
mine or any grandchild shall become entitled to during his or her minority, and until he or she shall
reach the age of twenty-one (21), shall be included in the corpus of the Tn~st established in Article
5 of this Will, and administered exclusively under the provisions of that Article. However, should
a guardianship of the estate become necessary for any reason, or be required by any Court, I
nominate whoever is at that time serving as Trustee of the Trust to serve also as Guardian of the
Estate of any minor child or grandchild. The person appointed as Guazdian of any Estate should
serve as long as he or she continues to serve as Trustee, with the guazdianship to pass to any
successor Trustee.
~ 8.0 3 No Bond Required. No bond shall be required oi' any Guardian of the
person or estate of my minor children who is nominated under this Will.
Y
.~~ 8.04 Funds for Guardian. The Trustee and Guardian of the Estate of any
minor child or grandchild of mine shall pay any amounts to the Guardian of the person of the child
or grandchild that the Trustee deems necessary to provide housing, food, <:lothing, recreation and
comfort to the child or grandchild. Any such payments shall come first from the income of the
Trust and if there is not sufficient income, then from the principal. These payments may be made
~~ ~~ to the Guardian of the person in his or her individual capacity, even though the expenditure might
directly or indirectly benefit the Guazdian or others in the Guardian's family. These expenditures
~~~ may specifically include, but shall not be limited to, an addition to or remodeling of the Guardian's
residence so as to enable the minor child to reside comfortably with the Guardian.
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ARTICLE 9
~~ PAYMENT OF DEATH TAXES
9.01 Inheritance Tax. I direct that the Pennsylvania inheritance taxes payable as
a result of my death, not limited to taxes assessed on property passing under this Will, shall be
paid out of my residuary estate and shall not be deducted or collected from any beneficiary under
this Will or other transferee.
ARTICLE 10
LIABILITY OF FIDUCIARIES
10.01 Liability Limited to Actual Fraud or Willful Misconduct. My
fiduciaries shall not at any time be liable for mistakes of law or factor both, for errors of
judgment, or for any loss coming to any beneficiary under this Will, or to any other person, unless
the loss is the result of actual fraud or willful misconduct on the part of the fiduciary. My
fiduciaries may, from time to time, consult with counsel with respect to the meaning, construction
and operation of this Will, pardculazly with respect to the apportionments, allocations and
disbursements, and may act on the advice of counsel in all matters without incurring liability on
account of their actions.
ARTICLE ll
INTERPRETATION
11.01 Meaning of "Survive ". For the purposes of this Will, in determining
whether a person has survived me or survived another person, the person shall not be deemed to
have survived if he or she dies within ninety (90) days of my death or of the death of the other
person.
11.02 Successors of Fiduciaries. All pronouns referring to an Executor or
Trustee, and the terms "Executor" and "Trustee" shall be construed to mean any person acting as
my Executor or Administrator with will annexed, or Trustee as the case may be.
11.0 3 Number and Gender. If required by the context of this Will, singulaz
language shall be construed as plural, plural language shall be construed as singulaz, and the
gender of personal pronouns shall be construed as either masculine, feminine or neuter.
11.04 Headings. All headings used in this Will to describe the contents of each
article, pazagraph or other division aze provided for convenience only and shall not be construed to
be a part of this Will.
11.05 Governing Law. This Will shall be construed in conformity with the law
of the Commonwealth of Pennsylvania.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will
and Testament, written on five (5) pages, this 24th day of August, 1993.
~t~.Jc. ~~_ _ ~~~ ~;r~~-4~'..~,~) (SEAL)
Mary B. nkenbinder
Signed, sealed, published, and declazed by Mary B. Finkenbinder, the Testatrix above
named, as and for her Last Will and Testament, in our presence, who, in her presence, at her
request, and in the presence of each other, have hereunto subscribed our names as attesting
witnesses.
~' ~ ~_ _~
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OATH OF SUBSCRIBING WITNESS(ES)
REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
---------------------------------
Estate of Mary B. Finkenbinder ,Deceased
(each) a subsribing witness to
the [~ Will [ ]Codicil presented herewith, (each) being duly qualified according to law, depose(s)
say(s) that she / he /they was /were present and saw the above Testator / T'esatrix sign the same
and that she / he /they signed as a witness at the request of
the Testator /Testatrix in her /his presence and in the presence of each other.
~~~ _ ~ ~~~
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( gnature) Stephen D. Tilley Signature) Theresa I,. Martin
5 South Hanover Street
(Street Address)
Carlisle, PA 17013
(City, State, Zip)
Executed in Register's Office
Sworn to or affirmed and subscribed
before me this '~ ~ day
of , 20~_
formerly known as Theresa L. Bentzel
2 Strawberry Lane
(Street Address)
Carlisle, PA 17013
(City, State, Zip)
Executed out of Register's Office
Sworn to or affirme -a~,ci~~ubscribed
befo e his ~~--{{ ~~ day
of , 20
--~, :.
Deputy for egi ster of lls Notar Public
My C mmission ExpirE:es:
( ignature and Seal of Notary or other offical qualified to
administer oaths. Show date o1.` expiration of Notary's
Commission.)
NOTE: To be taken by Officer authorized to administer oaths. Please have present; the original or copy
of instrument(s) at time of notarization.
N
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~ ~- ~~~~~ F"" NOTARIAL SEAI- -
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~_ = SUSAN R HENRY NOTARY PUBLIC
__ a. `~j~v ~ Carlisle Borough, Cumberland County
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My Commisston Expires December 15, 2009