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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: Name Relationshi Residence n ~ ~ _ _~:i ~J ~,, GZ - _ ;~~ a _ -.. r- I'Tl 3 T J~ _~ //~(laa Ol CTC 1\I AI 1 nn nrn.~ 7 __ ~.1~ 1~ t.,...,.,, ~~, ~ n~ nLL v/1JCJ.) r+uaon aat]monal SneeiS It necessary. ~- , _ ~ --- 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 ,Q'yl'`~~ e~~ C~ _~ ~; _ . ~ L, r1_Ln :~ L;;:: ~,, ~_-~ - - -. -~, _. ~~ •- ~, DECREE OF REGISTER -~ ~" c: 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 , c~ 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. ~~~~~~" a ~7 D~ o~ l 1_ic_ Loral R° .istr(r Date Issued C'7 ~~ ~ ._~ ~O -- _'c~ - ~~- ~ x~ 1 [_3 :..U ~M :.~ _. • ;Y r _ J 1 ~ 1 ~ ... >'uREV "~ COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS ~ `` 'T e7AClcaac CERTIFICATE OF DEATH ~ --~ ~ ~,~ ~ (SN IRf2ft10110Ri and fxaTPMi OA ffVffff) :;TATS FB.E MIMBER ~_ -. -~ ,. ,r•al. nar.. w, arul _ 2. 4n ]. 9aY 9Kw1y runOr ~. Da4 d Own (wbdn, by, yar) Harold Finegold Male 015 - 20 •- 8611 Janu 2 2011 2. Aye IWI Bidibfl Un4 , lwWr I 6. DW d BYIn (AbM, 1. rE car « k Nara d OaM G1rw or ~. a.,, ~ r1rr ~~ Otlrr • !D d0ean rn. ^www+ ^EA/OupaNra ^DpA Maabp7bma ^Raabr,Ca ^OCw~ ~Y Bc Cry Bro Trq d Oars, F , . . rlq (N nal MMUIat V~ NINM ana nrlpr) 9. Wu Ds7ar1 tl liWt OapYlt [~No Yat 10. Wa: AneliOan MrA Brd~ WIMa rc , . 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Nrr rr ACbw d Pr.an YAp COnp1110 Cara d Dnr IMr 271 Tyq f ~ 1510 1 ¢ f~~ 1 o 0 ' "r' ~ ~ v ~z ~ ~ i( . ~ z,~,~ ~'~ rt~f~lQ~,e~ ~~ ~?~~.~ ~' ~~. ' .1L~f.9~b 8' RENUNCIATION REGISTER OF WILLS ~) ~}~ F. s -~+: CUMBERLAND COUNTY, PENNSYLVANIA CL~:~~,; ._~;= rl Jtr,~ ~ i !i~r`.I 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: - ~,- :. Ut" ,.~c+ _ :.. ' j t J '~/ REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA (%~'~';''~ `~~ CtJf~~ ~ '"'~~ ~_, , `~ F'fi 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 t~_ -~ o ~~ _> ~ .~ - _ c~- - C . ~µ ~-~ ` HAROLD FINEGO u.a~- c ._ - - r ;". C.~ ~ i- 1 • 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 -~--__ ~ residing at ~~a . l~ii SBv,~, `%~ C7ll Z ~y~~ ~Q ~~~~/o ~~ ~~~ ~ ~ ~f~ ~T/7~1~ 2 • , .. 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 ~__:. ,-, __ - _ , , _ <= - :r-- 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 - 4 - 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 ,~ - 5 - 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) - 6 -