HomeMy WebLinkAbout03-09-11Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Harold Finepold No. _2/ //- C~ ~2Z
also known as
Deceased Social Security No. 015-20-8611
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is the executrix_ named in the Last Will of the
Decedent, dated February 27, 1995 and codicil(s) dated November 10. 2004
Sharon R. Paxton, Esp. And McNees Wallace & Nurick have renounced their right to serve as Executor
State relevant circumstances, e.p., 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 documents offered for probate;
was not the victim of a killing and w s never adjudicated incompetent: c,~ti /Q :.w ao ,a ~-
w e~ ~
~ 2-3 ea , ~ _s. ~ 33 a3 1,
B. Grant of Letters of Administration
(d.b.n.c.t.a.: pendente lice; tlurante absentia; durance minantate)
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:
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Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principa`~ residence ~t~409~f~utrals;King
Court. Enola (Hampden Township) Pennsylvania -,~ --+ •:
Gist
Decedent, then 81 years of age, died January 2, 2011, at Jewish Home of Greater Harrisburg, 4004 Linglestown Road Harrisburg
Dauphin County. Pennsylvania 17112
(Location)
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 .................. $
..........
alue of real estate in Pennsylvania .................................................. $ 200,000
....
otal ............................... . $ 200,000
Real Estate situated as follows: 4093 Rufus Kinp Court, Enola (Hampden Township) Cumberland County Pennsylvania
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:
.~.hl~-
Manufacturers and Traders Trust Company
213 Market Street
Harrisburg, PA 17101
Form RW-t Pege 1 of 2 (CUmbedend County) -Rev. 9192
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and 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 and affirme anal subscribed
before me this, day of
~Jlar h 2011
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DECREE OF REGISTER -~ ~"
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Estate of Harold Finegold ,Deceased No. Z/^/~ G,_32Z
also known as
Social Security No: 015-20-8611 Date of Death: January 2, 2011
AND NOW, March y~ , 2011, in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary ^ of Administration
are hereby granted to Manufacturers and Traders Trust Company (successorraby nmerger to Dauphin
Deposit Bank and Trust Company
in the above estate and that the instrument(s) dated _ February 27. 1995 and November 10. 2004
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES ~r ,
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Letters ........................... $ 260.00 b(~~~~`-
'lfi /' c~ l~2'~-cJ
Will $ 15.00 Registero/Wills ,
Short Certificate(s)...3....... $ 12.00
Renunciation .............2..... $ 10.00
Affidavit ( ) ................. $
Extra Pages ( )............ $
r
Codicil .......................... $ 15.00 _
Automation Fee $ 5.00 ,~,~~~ ~,~
JCP Fee ........................ $ 23.50 Attorney: Stephani Kleinfelter
Inventory ....................... $ I.D. No: 80089
Saidis Sullivan & Rogers
Other ............................ $ Address: 635 N. 12th Street. Suite 400
Lemoyne. PA 17043
TOTAL ................ $ :.~` ~-~' Telephone: 717- 901-7786
DATE FILED:
OCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph,.
1=ee for this certifialle. $6.00
p 1~6~~3~
Certification Number
"This is to certify that the information here liven is
correctly copied from an original Certificate of Death
duly filed with me as Local Registrar. The original
certificate w;l) be f~~rw,arded to the State Vital
Records Ofl~icc fur permanent tiling.
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RENUNCIATION
REGISTER OF WILLS
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CUMBERLAND COUNTY, PENNSYLVANIA CL~:~~,; ._~;=
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Estate of HAROLD FINEGOLD ,Deceased
I, SHARON R. PAXTON ESO , in rriy capacity/relationship as
the named Executor of the above Decedent, hereby renounce the right to
administer the Estate of the Decedent and respectfully request the Letters be issued to
Manufacturers & Traders Trust Company successor b~merger to Da~hin Deposit Bank & Trust
Company
(Date) (Signature)
100 Pine Street. P.C-. Box 1166
(Street Address)
Executed in Register's Office
Sworn to or affirmed and subscribed
before me this day
of
Deputy for Register of Wills
Form RW-06 rev. 10.13.06
Harrisburg, PA 1711)8
(City, State, Zip)
Executed out of Register's Office
Before the undersigned personally appeared the
party executing this renunciation and certified
that he or she executed the renunciation for the
purposes stated within. on this ~ 3~ day
Notary Public
My Commission Expires:
(Signature and Seal of Notary or other official qualified to
administer oaths. Show date of expiration of Notary's Commission.)
COMMONWEALTH OF PENNSYLVANIA
Notarltll Sebl
Ellen M Palmer, Notary Public
City of Harrisburg, Dauphin County
My Commis5lon Explrcs Aug. 1, 2014
RENUNCIATION
Vii: - ~,-
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REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA (%~'~';''~ `~~
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Estate of HAROLD FINEGOLD ,Deceased
McNees Wallace & Nurick LLC ("MWN',~, in my capacity/relationship as the person
desis?nated in the Decedent's Estate to nominate an attornev of MWN to serve as successor or
substitute executor of the above Decedent, hereby renounce the right to administer the Estate of
the Decedent and respectfully request the Letters be issued to Manufacturers & Traders Trust
Harrisburg, PA 17108
(City, State, Zip)
Executed in Register's Office
Sworn to or affirmed and subscribed
before me this day
of
Deputy for Register of Wills
Form RW-06 rev. 10.13.06
Executed out of Register's Office
Before the undersigned personally appeared the
party executing this renunciation and certified
that he or she executed the renunciation for the
purposes stated within on this ~ day
of ~~ . ,..._ f f
,C._ `
ry
Y~ota Public ~~
My Commission Expires:
(Signature and Seal of Notary or other official qualified to
administer oaths. Show date of expiration of Not ommission.)
COMMONWEAI~Ii 8F PENNSiN.l~l-
Notarial Seal
Ellen M. Palmer, Notary Public
City of HaMsburg, Dauphin County
My Commission Expires Aug. 1, 2014
100 Pine Street P O. Box 1166
(Street Address)
a
FIRST CODICIL
TO THE WILL
OF
HAROLD FINEGOLD
I, HAROLD FINEGOLD, currently of Dauphin County, Pennsylvania, declare
this to be my FIRST CODICIL to my WILL dated February 27, 1995. I hereby amend
my WILL as follows:
1. Paragraph number 2. is hereby amended to read in its entirety as follows:
Disposition of Remains. My remains shall be interred in a certain Grave Lot,
located at the Beth El Cemetery in Harrisburg, Pennsylvania, more fully
described in Deed number 609, as number 4, row 2, section N. Said Deed was
issued by the Beth El Cemetery Association of Harrisburg Cemetery. The Reese
Funeral Home of Harrisburg, Pennsylvania shall be authorized to fulfill the
arrangements, which shall include an unfinished pine coffin, a suitable grave
marker, and a flag (as befits a Korean War Veteran).
2. In all other respects my Will shall remain unchanged :and in full force and
effect.
I hereby republish and reaffirm my WILL as herein modified, amended, and
supplemented by this FIRST CODICIL as if such WILL were set c-ut here in full and do
incorporate it by reference hereto, and do hereby republish and declare my WILL as
amended, modified and supplemented as my WILL.
IN WITNESS WHEREOF, I have set my hand and seal to this, my FIRST
Cy~/ODICIL to my Will dated February 27, 1995, consisting of one page, this iD day of
°/~'~h~-~t,~ , 2004 at Harrisburg, Dauphin County, Pennsylvania
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~-~ ` HAROLD FINEGO
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The preceding instrument, consisting of this and one (1) other typewritten page,
identified by the signature of the Testator, was on the day and date thereof signed, sealed,
published and declared by HAROLD FINEGOLD, the Testator therein named, as and
for his FIRST CODICIL to his Will dated February 27, 1995, in the presence of us,
who, at his request and in his presence and in the presen~re of each other, have subscribed
our names as witnesses in attestation thereof on this ~ day of~i~C,~_, 2004.
residing at
residin at
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~ residing at
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ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
SS.
I, HAROLD FINEGOLD, the Testator whose name is signed to the attached of
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my FIRST CODICIL to my
Will dated February 27, 1995; and that I signed it willingly and as my free and voluntary
act for the purposes therein expressed.
C~y~t%~u~~ ~-
HAROLD FINE D
We, the undersigned witnesses whose names signed to the attached or
foregoing instrument, having been duly qualified according to law, do depose and say
that we were present and saw HAROLD FINEGOLD, the Testator sign and execute the
foregoing instrument as his FIRST CODICIL to his Will dated February 27, 1995, that
he signed it as his free and voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the Testator and at his request signed the
FIRST CODICIL as a witness; and that to the best of our knowledl;e, the Testator was
at that time 18 or more years of age, of sound mind and under no constraint or undue
influence.
Subscribed, sworn to or affirmed and acknowledged
before me by the above-named Testator and by the
witnesses whose names appear above on
~o /~.~.bc.i~ , 1c, , 2004.
NOT
s Goy ~
Y PUBLIC
My commission Expires
NOTARIAL S~-_.~".`
MINDY S. Gppp~ ~ ~~
City of Harrisburg, Daup~n
~,. Commission Expires M
_ ay 21, 2005
3
WILL
of ~__:. ,-, __ - _ , ,
_ <= -
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HAROLD FINEGOLD ~ ~ ~ `
_-° ~n
f~ ~~%-
I, HAROLD FINEGOLD, presently of Cumberland County, Pennsylt~an~a, ~ -;
-z
declare this to be my will and hereby revoke all prior wills and dedicils made `f' C'
-;,
by me . `-
1. Pers_ onalty. I bequeath such items of my tangible personal
property as are specifically itemized on the list, if any, in my handwriting,
signed and dated by me at the end thereof, and attached to this, my Will, to
the person(s) named thereon to receive such items. I direct my executor(s) to
sell all of my remaining tangible personal property not used in business or
for the production of income, including without limitation, furniture,
furnishings, clothing, jewelry, objects of art and decoration, and the like,
and any motor vehicles which I own, together with the insurance thereon, and
to distribute the proceeds as part of the residue of my estate.
2. Disposition of Remains. My remains shall be :Lnterred preferably
in Grave Lot Number 20, Row F, Section A, at Kesher Israe:L Cemetery,
Harrisburg, PA, or otherwise in Grave Lot Number 35, Row 8-79, Section 2, at
the Beth El Congregation of Baltimore, Maryland Memorial Park. The Reese
Funeral Home of Harrisburg, PA shall be authorized to fulfill the
arrangements, which shall include an unfinished pine coffin, a suitable grave
marker, and a flag (as befits a Korean War Veteran).
3. Residue. i bequeath, devise, and appoint all the rest of my
property, of whatever nature and wherever situated, including property over
which I hold a power of appointment, to the then Trustee(s) of the Harold
Finegold Revocable Inter Vivos Trust Agreement executed by me on February.Z ~,
1995, to be held by said Trustee(s) and added to and administered as part of
the trust established by said Agreement. Said trust is in. existence as of the
date of execution of this will, and it is my intention, if necessary to
Harold Fi. go d
validate the foregoing gift to the Trustee(s), to incorporate herein by
reference its terms and any amendments thereto. If for any reason the bequest
and devise above is ineffective and invalid, then I hereby bequeath, devise
and appoint all the rest of my property to Dauphin Deposit Bank and Trust
Company to he held, administered and distributed in accoz~dance with the
provisions of that certain Harold Finegold Revocable Inter Vivos Trust
Agreement between myself as Settlor and Dauphin Deposit Bank and Trust Company
(and its successors and assigns) as Trustee executed prior to the execution of
this Will on the ~ day of February, 1995, which Trust Agreement is
incorporated herein by reference and made a part hereof the same as if the
entire Trust Agreement were set forth herein.
4. Facility of Payment for Incomvetents. Any amounts or assets which
are payable or distributable to an incompetent hereunder may, at the
discretion of my fiduciaries, be paid or distributed to t:he guardian of such
incompetent, to the person with whom such incompetent resides, to a trust
existing primarily or exclusively for the benefit of such incompetent, or
directly to such incompetent, or may be applied for the use or benefit of such
incompetent.
5. Powers. In addition to such other powers and duties as may be
granted elsewhere herein or which may be granted by law, my fiduciaries
hereunder shall have the following powers and duties, without the necessity of
notice to or consent of any court, but subject to any applicable requirements
of ordinary due care:
(a) To retain all or any part of my property, real or
personal, in the form in which it may be held at the time of its
receipt, as long as in the exercise of their diacret:ion it may be
advisable so to do, notwithstanding that said property may not be
of a character authorized by law.
(b) To invest and reinvest any funds held hereunder in any
property, real or personal, including, but not by way of
limitation, bonds, preferred stocks, common stocks and other
securities of domestic or foreign corporations or investment
trusts, mortgages or mortgage participations, mutual funds with or
without sales or redemption charges, and common trust funds, even
/~~
Harold F g d _ 2 _
though such property would not be considered appropriate or legal
for a fiduciary apart from this provision.
(c) To sell, convey, exchange, partition, give options to
buy or lease upon, or otherwise dispose of any property, real or
personal, at the time held by them, at public or private sale or
otherwise, for cash or other consideration or on credit, and upon
such terms and for such price as they may determine, and to convey
such property free of all trusts.
(d) To borrow money from any person, including any
fiduciary hereunder, for any purpose in connection with the
administration hereof, to execute promissory notes or other
obligations for amounts so borrowed, to secure the payments of
such amounts by mortgages or pledges of any property, real or
personal, which may be held hereunder, and to receive property
encumbered by debts and mortgagee and to take subject to and/or
assume same.
(e) To make secured loans (or unsecured loans if to any
trust established by me), in such amounts, upon such terms, at
such rates of interest, and to such persons, firms, or
corporations as they may deem advisable.
(f) To renew or extend the time for payment of any
obligation, secured or unsecured, payable to or by them as
fiduciaries, for as long a period or periods of time and on such
terms, as they may determine, and to adjust, settle, and arbitrate
claims or demands in favor of or against them.
(g) In dividing or distributing any property, real or
personal, included herein, to divide or distribute :Ln cash, in
kind, or partly in cash and partly in kind.
(h) Without limitation of powers elsewhere granted herein,
to hold, manage and develop any real estate which may be held by
them at any time, to mortgage any such property in such amounts
and on such terms as they may deem advisable, to lease any such
property for such term or terms and upon such conditions and
rentals as they may deem advisable, whether or not the term of any
such lease shall exceed the period permitted by law or the
probable period of retention under this instrument; to make
repairs, replacements and improvements, structural or otherwise,
in connection with any such property, to abandon any such property
which they may deem to be worthless or not of sufficient value to
warrant keeping or protecting, and to permit any auc:h property to
be lost by tax sale or any other proceedings.
(i) To employ such brokers, banks, custodians, investment
counsel, attorneys, accountants and other agents, and to delegate
to them such duties, rights and powers as they may determine, and
for such periods as they think fit.
(j) To register any securities at any time in their own
names, in their names as fiduciary, or in the names of nominees,
indicating the trust character of the securities so registered.
(k) With respect to any securities forming a part of the
trust, to vote upon any proposition or election at any meeting of
Haro d F gold _ g _
the corporation issuing such securities, and to grant proxies,
discretionary or otherwise, to vote at any such meeting; to join
or become a party to any reorganization, readjustment, merger,
voting trust, consolidation or exchange, and to deposit any such
securities with any committee, depository, trustee or otherwise,
and to pay out of the assets held hereunder, any fees, expenses
and assessments incurred in connection therewith, to exercise
conversion, subscription or other rights, and to receive or hold
any new securities issued as a result of any such reorganization,
readjustment, merger, voting trust, consolidation, exchange or
exercise of conversion, subscription or other rights and generally
to take all action with respect to any such securities as could be
taken by the absolute owner thereof.
(1) To engage in sales, leases, loans, and other
transactions with any trust established by me, even if they are
fiduciaries or beneficiaries thereof.
(m) To exercise all elections which they ma;y have with
respect to income, gift, estate, inheritance and other taxes,
including without limitation election to deduct expenses in
computing one tax or another and election to pay or to defer
payment of any tax, in all events without their being bound to
require contribution from any other person.
(n) To operate, own, or develop any business or property
held hereunder in any form, including without limitation sole
proprietorship, limited or general partnership, corporation,
association, tenancy in common, condominium, or any other, whether
or not they have restricted or no management rights,, as they in
their discretion think beet.
6. Taxes. I direct that all estate, inheritance„ and succession
taxes that may be assessed in consequence of my death, of whatever nature and
by whatever jurisdiction imposed, other than generation-skipping taxes, shall
be paid out of the principal of my general estate to the same effect as if
said taxes were expenses of administration; provided, however, that my
executor(s) may in the discretion of my executor(s) request that any portion
or all of said taxes (i.e., any or all taxes to be paid out of the principal
of my general estate) shall instead be paid out of the principal of any trust
established by me, to the extent expressly authorized under the terms of said
trust.
7. Fiduciaries. I appoint Sharon R. Paxton, Esquire, as Executrix
hereunder, or, if she is unable to serve or to complete th.e administration of
my estate, then I appoint such partner of the law firm of McNees, Wallace &
Nurick as designated by the firm's Management Committee, or, if McNees,
~~4`-,
Harold F e old
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Wallace & Nurick is unable or unwilling to serve, then Dauphin Deposit Bank
and Trust Company shall serve as Executor hereunder. No individual fiduciary
shall be liable for the acts, omissions or defaults of any agent appointed and
retained with due care or of any co-fiduciary, if ever any. No fiduciary
named herein shall be required to furnish bond or other security for the
proper performance of his or her duties hereunder.
8. Gender. Unless the context indicates otherwise, any use of the
masculine gender herein shall also include the feminine and neuter genders,
and vice versa, and the singular shall include the plural and the plural the
singular.
IN WITNESS WHEREOF, I, HAROLD FINEGOLD, herewith set my hand to this, my
last Will, typewritten and executed on each of six (6) sheets of paper
including the self-proving attestation clause and signatures of witnesses,
this ~ day of ~F"i3j~k,q~ ~/, 1995.
_ ._._„~
HAROLD FI LD
Witnessed:
residing at
- ~~Y 4~- ~ `C~ ~~ (~ residing at
.~ ~
~~~~~~~~~ ~'- r~~~~ ~ ,~
residing at ,~
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COMMONWEALTH OF PENNSYLVANIA ,
~ p SS:
COUNTY OF ~Gc.~ 7~-t~.`~
HAROLD FINEGOLD, ( the testator) , 7 7 ~/LP/j(., Q. ~~(~~~
Qi~~f=~t f" I'(.. G~.~llr/~ , an-d`~` !~C!/l~L. ~~• ~l,C~f~j K, ,
(the itnesaea), whoa names are a gned to the forego ng natrument, being
first duly sworn, each hereby declares to the undersigned authority that the
testator signed and executed the instrument as hia last will in the presence
of the witnesses and that he had signed willingly, and that he executed it as
his free and voluntary act for the purposes therein expressed, and that each
of the witnesses, in the presence and hearing of the testator, signed the will
as witness and that to the best of hia knowledge the testator was at that time
eighteen years of age or older, of sound mind and under no constraint or undue
influence.
WITNESS:
l.~/-'V
WITNESS:
TESTATOR:
WITNESS:
v
Subscribed and sworn to before me by HAROLD FINEGOLD, the testator, and
subscribed an~jd~ ~sworn~ b~e~,f, "ore me by G`l~-~ ~, ~2!t{,~~;~.
~ I'1- • L~icys'/ ~~7
~,-- and ~L~Lyl~J1~•- ~. T~%~~~
the witnesses, this ~ 7 day of GCQ~ , 1995.
..~~
NOTARIAL SEAL
JUDY A BOMGARDNER, Notary Public
Harrisburg, PA Dauphin County
My Commission Expires Feb. 23,1998
Cam-- ~"
Notary Pub
(SEAL)
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