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HomeMy WebLinkAbout04-22-10PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND Estate of WILLIAM G. GOODRIDGE, JR. also known as WILLIAM G. GOODRIDGE Deceased COUNTY, PENNSYLVANIA File Number ~ ~ ' ~ (~ ~ (~ '`~ ~ u Social Security Number 200-26-7656 Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW.) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the EXECUTRIX last Will of the Decedent dated DECEMBER 1, 1998 and codicil(s) dated JANUARY 13, 2009 (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 liter 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~nd 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.) ~ ~ ; ~, C _.. . a ..„ _. t.. ; Name Relationship _ Re~~ijeR Z3 'f_ -~ '_.-? fV __'~ C~ _~.. ; _ _ t'om` i (COMPLETE INALL CASES:) Attach additional sheets if necessary. -,© `-~ •• ~ r. ,~~ y ?~ c~ ; Decedent was domiciled at death in CUMBERLAND County, Pennsylvania with his /her last principal residence at ~ 9 SILVER MAPLE DRIVE, BOILING SPRINGS, SOUTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY. PENNSYLVANIA 17007 (List street address, town/city, township, county, state, zip code) Decedent, then 74 years of age, died on APRIL 5, 2010 at CARLISLE REGIONAL MEDICAL CENTER, CARLISLE CUMBERLAND COUNTY, PENNSYLVANIA 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 $ 49,000.00 situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to the undersigned: or printed name and residence HARRIET M. GOODRIDGE, 9 SILVER MAPLE DRIVE, BOILING SPRINGS, PA 17007 named in the Form RW-02 rev. 10.13.06 Page 1 of 2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS 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 affirmennd and subscribed before me the c~o~ day of ,~ For the Regi er Signature of Personal Representative Signature of Personal Representative Signature of Personal Representative File Number: ~ t - l CJ - ~-~, ~-~ Estate of WILLIAM G. GOODRIDGE, JR. ,Deceased Social Security Number: 200-26-7656 Date of Death: APRIL 5, 2010 AND NOW, , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters TESTAMENTARY are hereby granted to HARRIET M. GOODRIDGE in the above estate and that the instrument(s) dated DECEMBER 1, 1998 AND CODICIL DATED JANUARY 13, 2009 described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent. FEES 90.00 Register of s r` C Letters ............... $ _ 4.00 Short Certificate(s) ........ $ Attorney Signature: Renunciation(s) .......... $ JCP $ 23.50 Attorney Name: STEPHEN L. BLOOM, ESQUIRE AUTOMATION FEE $ 5.00 Supreme Court I.D. No.: 27811 WILL $ 15.00 Address: 60 WEST POMFRET STREET ... $ CARLISLE, PA 17013 ... $ ... $ • • • $ Telephone: (717) 249-2353 ... $ TOTAL .............. $ ~~ :~~"'~~0 Form RW-02 rev. 10.13.06 Page 2 of 2 .O~CAL REGISTRAR'S .CERTIFICATION OF DEATH WARNING: Lt is illegal to duplicate this copy by photostat or photograph. . .~~ tee fo?- thi.~ certificate, $f~.O(1 ,,,~~~~~~~~~%~ ~ This is to certify that the information here given is ,,.•'''' ~„ZH OF p~' ,,,,,~,~~~,P Eyh~` _ correctly copied from original Certificate of Death ,~ o r ~ duly tiled with me ~s Local Registrar. 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DaY SPw I~ti del. yw ) _ ..... ~ ..... ~ ~ .... • rradlal~amirraltxrona / "~r/ ~3~a v 1 ~~f'-~ ~~LC~~o On rM ewe d aaanerMla one ~ «enea!ldlar, fn mr opnlar, daarr axurmd atlre wn., dw, and pea, one da. b Ina auae(q and marrrar a, atetad_ ^ ~ d A , 36. SIpNYre and O''Mct aaraa a wr.on who ca/rowM~eyc~«,w~ d own (Mvm1271 11~w f Prrd . /~~jne amen " !j'v ~~'N~ p N I ~ - ~ S ~ ~~ ~ ~ ~ ~ ~ ~ 96. ow ~ can rrt _ L ~ `ter ! r v /~., L!~..L (SGE JQ-~G~~tJJV~2 ~'?~lG~- Gi~~~U~~" olepaitlan P«rrrt No. 0 ~ 9 / Z ~ ,~ ~ -f1 ~ Y: s-~Z I '~'~ . F:1i~~~ES~DATAFlI.E1WiIL4~9S941-H, WII,~(~Ul ~ ~ I, WILLIAM G. GOODRIDGE, JR., of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes shall be paid to the extent possible from the assets held or passing under ITEM FIVE hereof as soon as practicable after my decease and as part of the administration of my estate. I have informed my personal representative and additional family members that it is my desire that my body be buried at Odd Fellows Cemetery in Shenandoah, Pennsylvania. Furthermore, I have informed my personal representative and additional family members that I do not wish to donate any organs of my body. In the event my beloved spouse, HARRIET M. GOODRIDGE, shall predecease or fail to survive me by thirty (30) days, then I give such items of personalty as are itemized in a certain list attached hereto to the persons named thereon, which list is signed and dated by me at the end thereof. I further direct my Executor(rix), after consultation with any heir or heirs of mine who survive me, and in his or her own discretion, to choose such articles remaining from my tangible personal property (exclusive of cash, stock certificates, bonds, and all other tangible evidences of intangible personal property) as he or she believes will be useful to such heir or heirs or desirable for him or her or them to have, either from a sentimental point of view or otherwise, and to deliver such articles to such heir or heirs or among such heirs in equal or unequal shares as determined by the further exercise of his or her discretion, provided no other heir objects to the distribution. c :.-- ~a r" 4.. j ._ ~~- 1 A. ~ j ~• ~--- C_? r..~ '_ ~_...' - . _ ~ I~ ~~-- Ll ~; r ~ N t~ ^'+ ; rte. ~~-- ~ ~ '.' . ~ d ~~_ ~:~:~: --- ~ . G. Page 1 of 7 Pages If my beloved spouse, HARRIET M. GOODRIDGE, is living thirty (3 0) days after my death, then I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal property, unto my said spouse, absolutely. If my said spouse does not so survive me, then I give, devise and bequeath all of my estate, both real and personal property, unto my Trustee to be held or distributed by such Trustee under ITEM FIVE hereof. In the event my said spouse shall disclaim all or any portion of any devise or bequest made to my spouse under the foregoing ITEM THREE, then the amount otherwise payable shall be held by my Trustee under ITEM FIVE hereof. For purposes of the Trust established under ITEM FIVE hereof, my said spouse shall not be deemed to have predeceased me by virtue of my spouse's exercise of the right to disclaim set forth herein. My Trustee shall hold the assets received under ITEMS THREE and FOUR hereof, if any, for the following purposes: A. My Trustee shall pay the net income, at least quarter-annually, to my spouse, for life. In addition, my Trustee in my Trustee's sole discretion, may invade the principal of the Trust for the proper and adequate support of my spouse. B. My Trustee shall further pay to my spouse, annually, such sum from the principal of the Trust as my spouse may request in writing, provided, however, that said sum may not exceed the greater of Five Thousand Dollars ($5,000.00) or five percent (5%) of the aggregate value, at the time of said request, of the principal of the Trust hereunder. C. Upon the death of my spouse, my Trustee shall distribute the principal of the Trust to my children, WII.,LIAM J. GOODRIDGE, ROBERT P. GOODRIDGE, LINDA J. O'BRIEN, MARK C. GOODRIDGE and JAMES T. GOODRIDGE, in equal shares, absolutely. It is my fervent hope that whenever possible any monies received by operation of this paragraph be used to educate my grandchildren. ~~.G.G. Page 2 of 7 Pages D. In the event that any of my said children shall fail to survive my spouse and me, but shall leave issue surviving, then such deceased child's share shall be held by my Trustee and the net income therefrom shall be used for the support, maintenance and education (including, but not limited to, elementary, secondary, undergraduate, graduate and post-graduate) of the issue of such deceased child. My Trustee shall also use as much of the principal as it shall deem desirable for said purposes. My Trustee shall distribute absolutely the principal of such share of such deceased child to the issue of such deceased child per stirpes as each shall attain the age of twenty-six (26) years. In the event that any of my children shall fail to survive my spouse and me and not leave issue surviving, then my Trustee shall distribute such deceased child's share to my brother-in-law, THOMAS E. HUGHES, absolutely. ITEM STX POWER. OF E .[:~ TTOR A TR TSTFF In addition to the powers conferred by case law, by statute, and by other provisions hereof, my Executor(rix) and Trustee and their successors, shall have the following discretionary powers applicable to all property held by them which powers shall be effective without order of any court and shall exist until final distribution. A. To retain any property of any nature received by them for whatever period they shall deem advisable; B. To invest and reinvest all or any part of said property in such stocks, bonds, common trust funds, securities, accounts, certificates of deposit (including, but not limited to, stocks, bonds, common trust funds, securities, accounts or certificates of deposit of the Trustee) or other property, real or personal, as in their discretion they shall deem proper, without regard to statutes limiting the property which a fiduciary may purchase; C. To sell, transfer, exchange or otherwise dispose of, any part of said property, for cash or on terms, publicly or privately, or to lease, even for a term exceeding five (5) years or the duration of any trust herein, without liability on the purchasers or lessees to see to the application of the proceeds, and to give options for these purchases without the obligation to repudiate them in favor of a higher offer; ~~V.G.G. Page 3 of 7 Pages D. To execute and deliver any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of any trust hereunder; E. To borrow money, including the right to borrow money from any bank and to mortgage or pledge any asset of the estate as security; F. To assume continuance of the status of any beneficiary with regard to death, marriage, divorce, illness, incapacity and the like in the absence of information deemed reliable without liability for disbursements made on such assumption; G. To pay from the trust, or the income therefrom, all debts or claims against my estate, or any taxes or similar charges on my estate; H. To make any distribution hereunder either in kind or in money, or partially in kind and partially in money. Distribution in kind shall be made at the market value of the property distributed, and my Trustee, in my Trustee's absolute discretion, may cause the share distributed to any distributee to be composed of property similar to or different from that distributed to any other distributee; I. To exercise any subscription right in connection with any security held hereunder, to consent to or participate in any recapitalization, reorganization, consolidation or merger of any corporation, company or association, the securities of which may be held hereunder, to delegate authority with respect thereto, to deposit investments under agreements, to pay assessments, and generally to exercise all rights of investors; J. To invest in endowment, insurance or annuity policies on the lives of beneficiaries of any trust hereunder; K. To continue in any partnership, joint venture, joint ownership or other business enterprise of which I am a part at the time of my death; L. To compromise claims; M. To continue for whatever period of time as they shall deem necessary any ownership as a tenant in common or as a partner, in real estate or other property and to act as I could have done had I been living; N. To lend money to my estate or to any trust created hereunder or to purchase from the estate or from any trust created hereunder, at the market value thereof at the time of purchase, any .G. Page 4 of 7 Pages securities or other property tendered to them by my estate or any trust created hereunder at any time and from time to time within a period of nine (9) months after my death; O. In the event that any amounts are payable hereunder or under any trust created hereunder to a minor, or to a person otherwise under legal disability, or to a person not adjudicated to be an incapacitated person, but who, by reason of illness or mental or physical disability is, in the opinion of the fiduciary(ies) hereunder, unable to properly administer such amounts, such amounts maybe paid by the fiduciary(ies) hereunder in his, her or their sole discretion in any of the following ways as he, she or they may deem best: 1. Directly to such beneficiary; 2. To a legally appointed guardian of such beneficiary for the benefit of such beneficiary; 3. To a person having custody of such beneficiary for the benefit of such beneficiary; 4. By the fiduciary(ies) hereunder using such amounts directly to the benefit of such beneficiary. Evidence of the application of payment of an amount in such a manner shall be a full and complete discharge of the fiduciary(ies) hereunder to the extent of such payment or application. This paragraph shall be applicable to payments of income as well as principal. P. To employ agents, attorneys and proxies and to delegate to them such power as my personal representatives and Trustees consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; Q. To conduct an inventory of any safe deposit box necessary to the administration of my estate. R. To do all other acts in their judgment necessary or desirable for the proper management, investment and distribution of my Estate. All income or principal held for the use and benefit of the beneficiaries of any trust hereunder shall not be in any way or manner subject to anticipation, assignment, pledge, sale or . G. G. Page 5 of 7 Pages transfer, nor shall any such interest, while in the possession of my Trustee, be liable for or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary, or to attachments, executions or sequestrations under process of law. APPO_T_NTMFNT OF EXE .T TTnR Al` TRI JSTFF I nominate, constitute and appoint my spouse, F[~~RR~T M. GOODRIDGE, as Executrix of my estate. In the event that my said spouse shall predecease me or fail to act as Executrix, then I appoint my son, ROBERT P. GOODRIDGE, as Executor of my estate. I nominate, constitute and appoint my spouse, HARRIET M. GOODRIDGE, as Trustee of any trust created hereunder. In the event that my spouse shall fail or be unwilling to continue to act as Trustee, then I appoint my son, ROBERT P. GOODRIDGE, as Trustee of any trust created hereunder. In the event that the said ROBERT P. GOODRIDGE shall be unwilling or unable to act as Trustee, then it would be my desire that another of my relatives serve as Trustee and that such position not be filled by a corporate trustee. I direct that neither my Executor(rix) nor my Trustee shall be required to file any bond in any jurisdiction to secure the faithful performance of their duties, nor shall they be required to obtain any order or approval of any court for the exercise of any power or discretion set forth in this Will. IN WITNESS WHEREOF I have hereunto set my hand and seal this ~ S~" day of ~C~l'1'ihQ,r' , 199 ~~M- L/~ (SEAL) William G. Goodridge, Jr. SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. Page 6 of 7 Pages G~~ COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) I, William G. Goodridge, Jr., Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. William G. oodridge, Jr. Sworn or afI•irmed to and acknowledged before me by William G. Goodridge, Jr., the Testator, this l ~ day of ~ 199 Notarial Seal Denise L. Nyye, Notary Public Carlisle Boro, CumbeKland County NOta Public My Commission Expires Feb. 26, 2001 ry COMM ar pQALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND ) We, c5,~~ ~ . I~J~ l`,L`iY!'1... and ~al' CIL~. the witnesses whose names are signed to the attached or foregoing ins rument, being duly qualified according to law, do depose and say that we were present and saw William G. Goodridge, Jr., the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. ~,".. Address % ~s„F ,l-~. a ~ -~t,.~ -~r~. ~.~-f~.s(~ GAF-} %~c~/ 3 --,- Add ss ~`t,6 ` ~'1;~ ~ ti, ~ !;;~~.~`~~ _ ~ ~ ~ I7~~7 Sworn or affirmed to and subscribed before me this ~ ~ day of ~ ~ 199 Notarial Seal Notary Public Denise L. Nyye, Notary I?unl~r Carlisle Boro, Cum~~,~i.zr~' rr.- :: ~, My Commission ~: ,.~ ;;.,:, . _ " . 1~~ember p~~nnsv'„ar;,.~'"~... __,..__.. Page 7 of 7 Pages CODICIL I, WILLIAM G. GOODRIDGE, JR., of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be a Codicil to my Will dated December 1, 1998. 1. I hereby nominate, constitute and appoint my daughter, LINDA J. O'BRIEN, as a Co- Executor of my estate and Co-Trustee of any trust created under the aforesaid Will, to serve with my son, ROBERT P. GOODRIDGE, in the event my spouse, HARRIET M. GOODRIDGE, shall predecease me or fail to act in either of such capacities. 2009. 3. In all other respects, I hereby ratify and affirm my aforesaid Will dated December 1, 1998. IN WITNESS WHEREOF I have hereunto set my hand and seal this 13~' day of January, ~~=~~EAL) William G. Goodridge, Jr. SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for a Codicil to his Will dated December 1, 1998, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. ,, ~` .-~ -~- ~.. Page 1 of 2 Pages ~~ N C) :~. ~a ° .., -''~-~ a -~T.a ~'-' .. .'..,~ _~ - ,- ~ ~ _ _ . ^ ~ ~, .. t - - © _,-~ ~ c.~~ ~ :~ h , COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND ) I, WILLIAM G. GOODRIDGE, JR., Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as a Codicil to my Will dated December 1, 1998; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~.. G%~~ .-~ . William G. oodridge, Jr. Sworn or affirmed to and acknowledged before me by WILLIAM G. GOODRIDGE, JR., the Tes~on°n~ic~~lE~-~"-~'I'~~ 009. Notarial Seal Ma~th~ 1. Noel, Notary Public '>. Carlisle fisoro, Cumber ~ 8, 2011 My commission Explros pt- No -Public Member, Pennsylvania Associi~tlon of Notaries COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) We, and e r- l_. e- the witnesses who e names are signed to the attached or foregoin instrument, being duly qualified according to law, do depose and say that we were present and saw WILLIAM G. GOODRIDGE, JR., the Testator, sign and execute the instrument as a Codicil to his Will dated December 1, 1998; that the Testator signed willingly and that the Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed the Codicil as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or u due ' u nc~ ~'. Address ~~ L./ ~~o~.,,~c-~-._~ ~ r ,~ ,~ A dress , ` ~ ~- a Sworn or affirmed to and subscribed befor t 's 3~' da of January, 2009. COMMONWEALTH OF PENNSYLVANIA Notarial Seal N tart' Publi Maths 1. Noel, Notary Public Carlisle Coro, Cumberland County My Commission Expires Sept, 18, 2011 Memk~er, Pennsylvania Association of Notaries G:\SBloom\Office -Estate Planning\Goodridge, William & Harriet\husband-cod.doc Page 2 of 2 Pages