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HomeMy WebLinkAbout05-12-09J PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF ~h,b?,/zl~,~d COUNTY, PENNSYLVANIA Estate of V t (~ IrJ<!(a L.~. Re ~"~'t~G~P~ also known as Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW.) Deceased File Number ~ ~ - U~ - ~`~ ~{ (o Social Security Number ~ ~7 ' / ~ - / 6 A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the ~ea~1+o2 named in the last Will of the Decedent dated ~¢~olQttAR.t~, ~tzOOZ and codicil(s) dated _ (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: B. Grant of Letters of Administration (If applicable, enter: c.t.a.; d. b. n. c. t. a.; pendente life; durance absentia; durance mtnoritate) 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. ord.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) (List street address, lown/city, township, county, ~statJ zip code) Decedent, then ~_ years of age, died on t1pRi ( I~ ~~ at 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: iQol /~. ' ~ fir: $ /~ ~6 Form RW-01 rev. 10.13.06 Page l of 2 1:~t~ < `- Z7 -~ (COMPLETE INALL CASES:) Attach additional shee if necessary ~ ~ t ~ -n ~ ~` C _ _; Dec dent w do i '1 at de th in ~~~oun ennsylvania with his /her last principal r s dence atN ' ' Wherefore, Petitioner(s) respectfully request(s) the probate of the last W i]] and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to the undersigned: LAST WILL AND TESTAMENT OF VIRGINIA RETTINGER I, VIRGINIA RETTINGER, of Camp Hill, Cumberland County, Pennsylvania, being of sound mind and disposing memory, though I realize the uncertainty of this life, I have full confidence and trust in my Lord and Savior, Jesus Christ, in His death on the cross for my sins and in His shed blood as an atonement for my soul; and I know by faith that because of His sacrifice on the cross for me I have eternal life, do hereby make this Will, hereby revoking all my former Wills and Codicils: Article One: Tangible Personal Property: § 1.1 I bequeath all of my tangible personal property in accordance with the terms of a personal property memorandum I may prepare. If no such memorandum is located or received by the Executor within 60 days after being appointed as such, after conducting a reasonable search for such memorandum, the Executor shall be held harmless for distributing such property as hereinafter provided. § 1.2 I bequeath such property not disposed of by such memorandum, or all of such property if no such memorandum is located or received, to my son R. Lamar Gilchrist, of Camp Hill, PA, and my granddaughter, Michele G. Horn, of Fayetteville, NC, and my grandson, Chad Lehman Gilchrist, of Camp Hill, PA, per stirpes, to be divided between them in as nearly equal shares as they agree. In the event of irreconcilable disagreement between them, they shall take alternate turns selecting individual items in the order named above. Any items not so selected shall be sold and the proceeds shall pass as a part of my residuary estate. § 1.3 To the extent practicable in the Executor's sole discretion, kbequeath ~y policies of insurance on such property to the beneficiary entitled to such roe r~ z ~' ` ~'' p p rty. ~ , ~ ~ ~ ~ ,~ § 1.4 I direct that the ex enses of storin `? ~ ~` p g, packing, shipping, insuring , aril ~livg ; _ , , ~ ~ .!~ _ ~ ~ A ---r N ~ i~ r any such property to the beneficiary entitled thereto shall be paid by the Executor as an administrative expense of my estate. Article Two: Residue: §2.1 I devise and bequeath all the residue of my estate of whatever nature and where ever situated to be divided and distributed as follows: §2.1.1 One third (1/3rd) to my son, R. Lamar Gilchrist, per stirpes, subject to the provisions of §2.3 hereinafter. §2.1.2 One third (1/3rd) to my granddaughter, Michele G. Horn, per stirpes, subject to the provisions of §2.3 hereinafter. §2.1.3 One third (1/3rd) to my grandson, Chad Lehman Gilchrist, per stirpes, subject to the provisions of §2.3 hereinafter. §2.2 If I am not survived by any issue, per stirpes, I bequeath all the residue of my estate, as a charitable bequest to the Benevolent Fund of Thornwald U.C.C. Home, Carlisle, PA. §2.3 I give to the Trustee hereinafter named any share passing hereunder for the benefit of any Beneficiary of mine who shall not have attained the age of twenty-two (22) years, to be held, administered and disposed of in accordance with Article Four hereof (the "Beneficiary's Trust") for the benefit of such Beneficiary. Article Three: Provision for Debts and Expenses: §3.1 I direct that any of my legally enforceable debts, any expenses of my last illness, funeral and burial, and any of the administrative expenses of my estate shall be paid from the principal of that portion of my estate disposed of by Article Two of this Will. Article Four: The Beneficiary's Trust: §4.1 The Trustee shall hold, manage, invest and reinvest the assets of the Beneficiary's Trust, collect the income thereof and: §4.1.1 While the beneficiary of the Beneficiary's Trust (the "Beneficiary") is under eighteen (18) years of age, the Trustee shall apply to or for the benefit of the Beneficiary so much of the net income and, if the net income is insufficient, so much of the principal of the Beneficiary's Trust as the Trustee shall from time to time deem necessary or proper for the Beneficiary's health, maintenance, support and complete education, including preparatory, college and graduate education, and professional, vocational or technical training, taking into account other available funds, including the Beneficiary's assets. The Trustee shall annually accumulate any net income not 2 so distributed and add the same to the principal of the trust property §4.1.2 After the Beneficiary attains eighteen (18) years of age, the Trustee shall distribute to or for the benefit of the Beneficiary the net income of the Beneficiary's Trust in quarter-annual installments, or more frequently if the Trustee deems it advisable, and so much of the principal as the Trustee shall from time to time deem necessary or proper for the Beneficiary's health, maintenance, support and complete education, including college and graduate education, and professional, vocational or technical training, and to assist the Beneficiary with reasonable wedding expenses, in the purchase of a principal residence or in the establishment of a profession or business considered a good risk by the Trustee, taking into account other available funds, including the Beneficiary's assets. §4.1.3 Any Beneficiary upon reaching the age of twenty-two (22) years may withdraw any or all of the principal of that Beneficiary's Trust. §4.1.4 If the Beneficiary dies before the complete termination of the Beneficiary's Trust, the Trustee shall distribute the property then held intrust to such persons or corporations, (including the Beneficiary's estate), in such amounts and upon such trusts, terms and condition, as the Beneficiary by last Will may appoint by specific reference to this general power of appointment; provided, however, any portion of the trust property not subject to the Beneficiary's power of withdrawal immediately prior to the Beneficiary's death may only be appointed to one or more of the Beneficiary's issue, in such amounts and upon such trusts, terms and conditions as the Beneficiary by last Will may appoint by specific reference to this special power of appointment. Any property not so appointed shall be distributed to the Beneficiary's then living issue, per stirpes, or if none, in accordance with the provisions of §2.2 above. Article Five: Appointment of Fiduciaries: §5.1 I appoint my son, R. Lamar Gilchrist, as Executor of this Will. If R. Lamar Gilchrist is unable or unwilling to act or continue to act, for any reason whatsoever, I appoint my granddaughter, Michele G. Hom, and my grandson, Chad Lehman Gilchrist, as first, contingent, Co- Executors. If either Michele G. Horn or Chad Lehman Gilchrist is unable or unwilling to act or to continue to act as Co-Executor, for any reason whatsoever, the other shall serve as sole contingent Executor or Executrix. All references herein to the "Executor" shall mean my originally appointed Executor or my successor Co-Executors or Executor or Executrix, as the case may be. §5.2 I appoint my Executor to serve as Trustee of any trust created by this Will. 3 Article Six: Powers of Fiduciaries: §6.1 No fiduciary under this Will shall be required to give bond or other security for the faithful performance of the fiduciary's duties. §6.2 Any such fiduciary shall have the following powers, in addition to those given by law: §6.2.1 To invest in, accept and retain any real or personal property, including stock of a corporate fiduciary or its holding company, without restriction to legal investments; §6.2.2 To sell, exchange, partition or lease for any period of time any real or personal property and to give options therefor for cash or credit, with or without security; §6.2.3 To borrow money from any person including any fiduciary acting hereunder, and to mortgage or pledge any real or personal property; §6.2.5 To hold shares of stock or other securities in nominee registration form, including that of a clearing corporation or depository, or in book entry form or unregistered or in such other form as will pass by delivery; §6.2.5 To engage in litigation and compromise, arbitrate or abandon claims; §6.2.6 To make distributions in cash, or in kind at current values, or partly in each, allocating specific assets to particular distributes on a non-pro rata basis, and for such purposes to make reasonable determinations of current values; §6.2.7 To make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift or other tax returns and the payment of such taxes, without obligation to adjust the distributive share of income or principal of any person affected thereby; §6.2.8 To allocate, in the Executor's sole and absolute discretion, any portion of my exemption under Section 2631(a) of the Internal Revenue Code to any property as to which I am the transferor, including any property transferred by me during my lifetime as to which I did not make an allocation prior to my death; §6.2.9 To create, except when the fiduciary is a beneficiary of the subject trust, with respect to all or any part of the principal of any trust hereunder, including a pecuniary amount, by a written instrument a general testamentary power of appointment within the meaning of Section 2041 of the Internal Revenue Code in any beneficiary thereof and to eliminate such power for all or any part of such principal 4 as to which such power was previously created and to divide trust principal into two fractional shares based upon the then portion of the trust that would be includable in the gross estate of the beneficiary holding such power if he died immediately before such division (in which case the power shall be over the entire principal of one share and not the other), with each share being administered as a separate trust, unless such fiduciary shall thereafter elect to combine such separate trusts into a single trust; to exercise the foregoing discretion to create or eliminate a general testamentary power of appointment when such fiduciary determines that the inclusion of the property affected thereby in the beneficiary's gross estate may achieve a significant savings in transfer taxes by having a federal estate tax in lieu of a Chapter 13 tax imposed by the Internal Revenue Code on the property subject to such power of appointment or may achieve significant income tax benefits; §6.2.10 To disclaim any interest I may have in any estate if the Executor deems such disclaimer to be in the best interests of my estate and the beneficiaries thereof; §6.2.11 To terminate any trust created herein, the principal of which is or becomes too small in the Trustee's discretion to make the establishment or continuance of the trust advisable, and to make immediate distribution of the then remaining trust property to the beneficiary then entitled to the income of the trust property or, if there is more than one beneficiary, to the beneficiaries then entitled to the income of the trust property in proportion to their respective interests therein or, if such interests are not defined, in equal shares to such beneficiaries; provided, however, no Trustee shall participate in any decision to terminate such trust if by reason of such termination such trustee could receive a distribution of trust property from such trust as aforesaid. The receipts and releases of the distributee(s) will terminate absolutely the right of all persons who might otherwise have a future interest in the trust, whether vested or contingent, without notice to them and without the necessity of filing an account in any court; and §6.2.12 To merge any trust created hereunder with any other trust or trusts created by me or my spouse under will or deed, if the terms of any such trust are then substantially similar and held for the primary benefit of the same person or persons. Article Seven: Provision for Taxes: §7.1 All estate taxes, inheritance taxes, transfer taxes and other taxes of a similar nature payable by reason of my death to any government or subdivision thereof upon or with respect to any property subject to any such tax ("Death Taxes"), and any penalties thereon, shall be paid by the Executor out of the principal of that portion of my estate disposed of by Article Two of this Will, and all interest with respect to any such taxes shall be paid by the Executor out of the income 5 or principal or partly out of the income and partly out of the principal of such portion of my estate, in the absolute discretion of the Executor, without reimbursement from or apportionment among the beneficiaries, recipients or owners of such property for any such taxes, penalties or interest. Article Eight: Miscellaneous Provisions: §8.1 As used in this Will, the term "Internal Revenue Code" shall mean the Internal Revenue Code of 1986, as amended from time to time, or the corresponding provision of subsequent law. §8.2 Whenever a discretionary distribution of net income or principal is permitted pursuant to any trust created by this Will, if such distribution may be made in whole or in part to a person who is then a trustee of such trust, such person say not participate in any way in the decision whether to make such distribution. No trustee who is under a legal obligation to support a beneficiary of a trust created hereunder shall participate in the exercise of any discretion granted to the trustees of that trust to distribute net income or principal in discharge of that legal obligation. Furthermore, no trustee shall enter into any reciprocal arrangement with any other trustee for the purpose of indirectly exercising a power prohibited hereunder. §8.3 Whenever the Trustee is directed to distribute property to or for the benefit of any beneficiary who is under (a) eighteen years of age, or (b) a legal disability or otherwise suffers from an illness or mental or physical disability that would make distribution directly to such beneficiary inappropriate (as determined in the Trustee's sole discretion exercised in good faith), the Trustee may distribute such property to the person who has custody of such beneficiary, may apply such property for the benefit of such beneficiary, may distribute such property to a custodian for such beneficiary, whether then serving or selected and appointed by the Trustee (including the Trustee), under any applicable Uniform Transfers to Minors Act or Uniform Gifts to Minors Act, may distribute such property directly to such beneficiary's estate, or may distribute such property directly to such beneficiary (except if any of the conditions hereinbefore described in (b) apply), without liability on the part of the Trustee to see to the application of such property. This provision shall not in any way operate to suspend such beneficiary's absolute ownership of such property or to prevent the absolute vesting thereof in such beneficiary. §8.4 Except as otherwise may be provided in this Will, during the continuance of any 6 of the trusts created under the provisions of this Will, and thereafter until the property is distributed to and received by any beneficiary hereunder, the principal sums thus held in trust for any beneficiary, respectively, and the income thereof shall not be subject to or liable for any contracts, debts, engagements liabilities or torts of such beneficiary now or hereafter made, contracted, incurred or committed, but shall be absolutely free from the same, and such beneficiary shall have no power to sell, assign or encumber all or any part of the principal sums or such beneficiary's interest therein, respectively, or the income thereof, or to anticipate the income. §8.5 If any beneficiary hereunder should die within thirty (30) days after me or within thirty (30) days after any other person the survival of whom determines his rights hereunder, then such beneficiary shall be deemed to have predeceased me or such other person for all purposes hereunder. IN WITNESS WHEREOF, I, VIRGINIA RETTINGER, have hereunto set my hand and seal to this, my last Will, typewritten on eight (8) sheets of paper, including the self- proving attestation clause and signatures of witnesses, this day of ~ , 2002. (SEAL) VIRG IA RETTINGER Signed, sealed, published and declared by the above named VIRGINIA RETTINGER as and for her last Will, in the presence of us and each of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. '~-~~ - - Residing at y ~ 9 P,a ~~ ~ a /~,~ ~ ~~r ~E~N~N~crBr./.¢~r. ~i~ {705T Residing at Z ' ~ ~r ~~~o ~~~,,, ; a.~ 1 ,A,,, F ~; NO~ia ~'~. J~U ice, ~-., Residing at / v ~ ~ Z t/ ~ fr' _ C%~nP ! ~/L ~ ~ ~.~ J ~? CI // 7 COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND SS. We, VIRGINIA RETTINGER, the testatrix, and ~~ i ~ /~,3 r- ~ N /~Cn>it o V ~ c ~-! ~~~ ~ v ?i-~ y ~ . ~ie ~ i N and ~ ~r ~'"`r ~~``' ~ ~ ~~ ,the witnesses, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last Will; that the testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testatrix signed the Will as a witness and that to the best of his or her knowledge the testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. VI NIA TINGE Witness ~S ~ Witness ..// Witness Subscribed, sworn to and acknowledged before me by VIRGINIA RETTINGER, the testatrix, and subscribed and sworn to before me by c ( i ~.9/~r T/~' (/,~=N~o iJ~c~~ ,~vR o ~ i-r y ~ .-~/Zw~~ and f . ~ ~ R'" N r~i ~ 7 h' the witnesses, this ~ ~ day of ~~BR!~t~ , 2002. Notary Public My Commission expires: SEAL Notarial Seal Laure E. Kane, Notary Public Hampden Twp., Cumberland County My Commission Expires Nov. 15, 2003 8 Member, Pennsylvania Associationot Notaries Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA /~ / SS COUNTY OF (,,t[~ b~Ar~ 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 of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirm` ed and subscribed before me the 1 ~~~ day of 2c~q ~• ~ tJLSJ~~I For the Register ~ ~ r.~ q r ~ e w Signature of Personal Representative -~ ~ ~ ~ e rn '~ = _ -' '= Signature of Personal Representative _~ ~ ~ % ~~ - - _~ -, C~7 =~ ' ~ - Signature of Personal Representative _.C ~ ~ --} _ N _: =,- File Number:__r~l -rte - C7-t4~o Estate of V IRDr 1 rJ i ~4 tZ . ~-(-~-j ;~ ~ ,Deceased Social Security Number: ~ ~ 7 ' ~,2 - ~(o ~' ~ Date of Death: tt Qc ~ ~09 AND NOW, ~ ~ 3 , ~Oc~q , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters ~e~'Caca,c-~n~o. are hereby granted to ~ . ~P.~-~.~P.~ C~~ ~~.~ in the above estate and that the instrument(s) dated oC ' w - O Z described in the Petition be admitted to probate and filed of record as the last Will,(anyixodicil(s)) of D~cec}ent. t ~ FEES Letters ............... $ O • ~7J Short Certificate(s) ........ $ i •~ Renunciation(s) .......... $ l~U--~S~ ... $ IS . cx7 ~-~ ... $ 10 ~ (.~ orro~r-- cm ... $ 5 cx~ ... $ ... $ ... $ ... $ ... $ ... $ TOTAL .............. $'r~q~.00 ~B Register of Attorney Signature: Attorney Name: Supreme Court I.D. No.: Address: Telephone: Form RW-02 rev. 10.13.06 Page 2 of 2