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HomeMy WebLinkAbout09-22-09 (3) Estate of Kathryn A. Littleton Died July 11, 2008 at Church of God Home, Carlisle, PA. Inventory Prepared by Christine A. Littleton, Executor 1295 Cerritos Drive Laguna Beach, CA 92651 (949) 874-0145 Assets at time of death: From Church of God Home Conseco Senior Health Insurance Company Representing Resident's account Long term care, reimbursement Pa. State Employees Credit Union Personal Property Other: Regular shares Other accounts furniture and clothing (donated to CoflG Home) Orrstown Bank Joint ownership of checking account Co-owner Christine A. Littleton (total in account $10,852.57) -, ,a _ ~'= o ~ = ~^ n ~ , _~~~ N - ,~ ~,.J-,~ :. ~ _ ~, - ~~ ~ V ; . . :, ~ i ~ , A -- _~ _. Amount '~ $12,337.42 7,140.00 3,840.67 11.80 no cash value 50% interest American General Life insurance proceeds paid directly to designated beneficiary Carol Hoover (daughter of deceased) Two policies approx. $4400.00 No rights during lifetime, so exempt Liabilities: TO: Continuing Care Rx Prescription medications $ 138.47 (from joint acct, ch #1085} (check mailed prior to death) Smith Funeral Home Funeral expenses $ 6,747.97 (from joint acct, ch #1087) Christine A. Littleton Reimbursement for payment Of attorney fees $1,000.40 (from joint acct, ch #1088) Rice Memorial Works Engraving on headstone $ 125.00 (from estate acct, ch#1001 Continuing Care Rx Prescription medications $ 868.64 {from estate acct, ch#1002) Alexander Springs Medical services $ 461.94 Emergency Physicians (from estate acct, ch#1003) Estate Account opened at Wells Fazgo Bank, Laguna Beach, CA on 12/05/08 As Kathryn Adelia Littleton Estate, by Christine A. Littleton as Representative, with Federal EIN 26-6669030 Checking Account # 0812- 2383 --- deposit of $12,000.00 Savings Account #0812- 8176 -deposit of $337.42 (total from Church of God Home) Additional deposit to checking of $7,140.00 from Conseco No other deposits as of 9/1/09; PSECU account uncollected as of 9/1/09 REGISTER tJF WILLS GUMBERLAN© COUNTY PENNSYLVANIA. GERTIFICATE OF }~~~ GRANT OF LETTEF~S ~~ ., _~ ~ ~..~ ~, ~~= ?~ ~~+'.n-- ~. ~ ,,:, : y t IJ~ . 2008- 00925 F.~ Svc . 2 7 - 03- 0925 Estate ~)~ : KATHRYN ADELIA L1 TTLETDN Late <~~ : CARLISLE BOROUGH CUMBERLAND COUNTY Decea~e~:l S©cia~ Se~~uci~,~~~~ ~~'1c~: 208-22-2237 t~HF,RE~iS, can the 10th day cif N~werr~ber 2008 an .inst~:°utnent dated June 2; rd 20'.~ ~ ~~,1as adrni t ted tc~ lar~ba ~~ as the Isis t w? 3l cif KATHRYNADELlA LITTLETON ;'FrisL NT~ItBfe, ;..~,r.~ 1 a t:e t~f CARLISLE BOROUGH, CUMBERLAND CQUi7ty, ;v?~' ~l ± z^':I .=>i'< i:~1~= i ~;,h ~:i1c~.~t~' Ci t~l,l_1.3' <~(~~'zJ~ ,=I.i1C.~, r v't~l-ir'F'.~:=1.~', d t1"i.1E' C'UlU}~~ C7~ ~hN 4tt:L?~ Ci~3 ~~1:'C7~ic?C:~?C~ 2L> c17?I2<~'~iG'C~ ~`1E??`r"'~',`>. 3'HF~RE~'GRE, .T, GLENl.~A I=ARNER STRASBAtJGH Registet:• ©f I~V.i1 I~ a~3~ ~~r7..! ~_ ~~m_.~_____ ..._.- ~._me. LJr ~,~~,r`i1'E~~1~C~: ia~r~ ~'c~untYr, ]. Y1 L.h~? {~Qt717nC.~T1W~.'~:2~tf2 ~~ ~'~'Ti!~ 1.r1.Vc;?i?i_a, hE'Y'E?~'~j~, certifr• that T have this dai% ~r~=~~te~~ Letters TESTAMENTARY to: CHRISTINE A LITTLETON -r~h~ h~~s du? ~• yua 1 i f i ec~ as EXECUTOR(RlX) ,~?:~' C?c-?.`~ ~xre~~d tO ~~c~!72?ZI2~~~t' ~Flc:' ~'~Cc~L~%=.' t~3CCOY~Yll1~` C~.? ?ctt'i, c7 ~ ~^;.G .~t'i.:."?? fall y .~~p~erar~s c~L record 7:n m~,r ~~L~ f'ice a t CUMBERLAND COUNTY COURT HCIUSE, CARL /SL E, PENNS 'Y'L V:~ IVl~ i . ~1'VZ , ~ '?'?~A'1+, ~ ~`, ~.~ ~ Gt~NFRE~1.~', 3" I;~=~c~Fe= hereuY. t:o set ms~r hand ~~znc~ ~~f `ix~~~ ~.~~e r n~~~ ~~ f= fi i c, e c~zz the 7©th day of November 2(708. r~ f~¢ { ~~ ` ~ ~ "`_ ,~< ;~ * *hTO L'~:'~ * .1LL Itt~NIES AE~JtTE' a~'r~E:'~t4 (F.ZI2s1', M~IL?L~L,E, L~S'r ,t ~ ~ ~~~ eras LAST l~'ILL AND TESTAI6IENT OF KATHRYNADELIA LITTLETON I, Kathryn Adelia Littleton, of Carlisle, Pennsylvania, revoke my former Wills and Codicils and declare this to be my Last Will and Testament. ARTICLE I IDENTIFICATION OF FAMILY The names of my grandchildren are: Tyler Littleton, Drew Littleton, Martin Littleton, David Hoover, Brinna Hoover, Benjamin Hoover and Lydia Hoover. All references in ,~, this Will to "my grandchildren" are references to the above-named grandchil~n. ~ _ _ c._ p to r':, ~_~ ~ ~~ ~ ~~. ARTICLE II : ~` ~_ n, N ~~ , ~_~ PAYMENT OF DEBTS AND EXPENSES -_~ '' ^ c~ ' '- ~~ -•~/ -h'~ _Y /~1 ~~--' ~- I direct that my just debts, funeral expenses and expenses of last illness be fust$a~ from~• ^,. '-; my estate. j o cz~ ARTICLE III DISPOSITION OF PROPERTY I make no specific bequests, but rather direct that my entire residuary estate be distributed to my grandchildren in equal shares. If a grandchild of mine does not survive me, such deceased grandchild's share shall be distributed :n equal shares to my other grandchildren. If no grandchild of mine survives me, my residuary estate shall be distributed to my heirs-at-law, their identities and respective shares to be determined under the laws of the State of Pennsylvania then in effect, as if I had died intestate at the time fixed for distribution under this provision. ARTICLE IV NOMINATION OF EXECUTOR I nominate Christine A. Littleton, of Laguna Beach, California, as the Executor, without bond or security. Initials ~ ~~ ~~- ARTICLE v EXECUTOR POWERS My Executor, in addition to other powers and authority granted by law or necessary or appropriate for proper administration, shall have the right and power to lease, sell, mortgage, or otherwise encumber any real or personal property that may be included in my estate, without order of court and without notice to anyone. My Executor shall have the right to administer my estate using "informal", "unsupervised", or "independent" probate or equivalent legislation designed to operate without unnecessary intervention by the probate court. ARTICLE VI MISCELLANEOUS PROVISIONS A. Paragraph Titles and Gender. The titles given to the paragraphs of this Will are inserted for reference purposes only and aze not to be considered as forming a part of this Will in interpreting its provisions. All words used in this Will in any gender shall extend to and include all genders, and any singular words shall include the plural expression, and vice versa, specifically including "grandchild" and "grandchildren", when the context or facts so require, and any pronouns shall be taken to refer to the person or persons intended regardless of gender or number. B. Liability of Fiduciary. No fiduciary who is a natural person shall, in the absence of fraudulent conduct or bad faith, be liable individually to any beneficiary of my estate or any trust estate, and my estate or the trust estate shall indemnify such natural person from any and all claims or expenses in connection with or arising out of that fiduciary's good faith actions or nonactions as the fiduciary, except for such actions or nonactions which constitute fraudulent conduct or bad faith. C. Beneficiary Disputes. If any bequest requires th~ t the bequest be distributed between or among two or more beneficiaries, the spec;ixic items of property comprising the respective shares shall be determined by such beneficiaries if they can agree, and if not, by my Executor. IN , TNESS WHEREOF, I have subscribed my name below, this:.~•? ~" day of _ ~ :-,_~_, 2005. .~ , / .. \ a .. . Kathryn Adelia Littleton t (. -2- Initials I 1 We, the undersigned, hereby certify that the above instrument, which consists of 3 pages, including the page which contains the witness signatures, was signed in our sight and presence by I~atfiryn Adelia Littleton the "Testator," who declared this instrument to be her Last Will and Testament and we, at the Testatar's request and in the Testator's sight and presence, and in the sight and presence of each other, do hereby subscribe our names as witnesses on the date shown above. Witness Signature: ~..•~ ~f -~.~: ~' l.t--•~ •.~~ Name: City: State: Witness Signature: Name: City: State: Carlisle Pennsylvania {. j ~ ~~ ,. s/ ~. t. ` t• ~,• ~ ! ~ t .1 ~ ~ i. ~. ( 1, i Carlisle Pennsylvatia -3- t'~~ Initials