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HomeMy WebLinkAbout02-11-14 PETITION FOR GRANT OF LETTERS � REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Petitioner(s)name�d below,who is/are 18 years of age or older,apply(ies)for Letters as specified below,and in support thereof aver(s)the following and respectfully requests the grant of Letters in the appropriate form: Barbara L.Ch�istie , Decede t's 1 ation � Name: U$rid W.Christie FileNo: 21-14 ` w� I I��w� a/k/a: Wanda ingrid Christie (Assigned by Register) _�� a/k/a: �a; ^ Social Security No: � Qate of Death: 02I01/2014 Age at Death: 90 Qeaedent was domiciled at death in Cumberland County, pq (State)with his/her last principal residence at 5225 Wilson Lane,Apt.228,Mechanicsburg 17055 Lower Allen Cumbe�land Street address,Post Qffice and Zip Code C�tY,Township or Borouph CcurttY Decedent died at Hol�Spirit Hospital Camp Hill Cumberland PA Street address,Post Office and Zip Code City�Township or Borough County State Estimate of value of decedent's property at death: Kdomiciled in Pennsylvanla...................... AII personal property $ 400.000.00 ,_., ,.�_ !f nat domlc/fed ln Pennsylvanla................ Personal property in Pennsylvania $ , If not domiciled ln Pennsy/vania................ Personal property in County $ �Value of real estate!n Pennsy/vania................................................................... $ 0.00 TOTAL ESTIMATED VALUE s 400�000.00 Real eatate in Pennsylvania situated at (Attach e��da�!sheets,il neCesseiY•1 Street address,Post�ce and Zip Code City,Township or Borough Ca�nty �A. �Qp,�,�robo�and Grant of Letters Testa ern ntarv � Petitioner(s)aver(s)that he/she/they isJare the Executor(s)named in the Last Will of the Deoedent,dated 07l09/2010 and Codicil(s) thereto dated Stete retevarn ciraur►stanoes(e.y.,renunaa6on,dseth of executor,etc.) Exoept as follows:.after the execution of the instrument(s)offered for probate,Decedent did not ma ,was not divorced,was not a party to a pending divoroe proc�eeding wherein the grounds for divorce had been established as deflned in 23 Pa.C.S.�§3323(g),and did not have a child bom or adopted;and Dec�dent was neither the victim of a killing nor ever adjudicated an incapacitated person. �NO EXCEPTIONS � EXCEPTIONS ❑ B. Petition for Grant Q�rs of Ad '�i 'stration (If applicable) ; at.a.,d.b.n.,d.b.n.c.t.a.,pedentelite,durante absentia.durante mino►itate If Administration,c.�a or d.b.n.c.t.a.,g,R,tgr date of Will in Seation A�ve an_ d comnlete list of heirs. E x c e p t a s f o l l o w s:D e c e d e n t w a s n o t a p a r t y t o,pendin g divorce proc;eeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S.§3323(g)and was neither the v�ctim of a killing nor ever a dudicated an incapacitated person. �NO EXCEPTION$ � EXCEPTIONS Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the following spousQ-(if any)and heirs(attach �-.�, additional sheets,if necessary): � � �p � . � � � � Name � Relationship Address "'� '" ��'-- � � �-' � rn � y � � � � � � � � ��MwM\" . � � � . � �I ij/�. � � � � � � Forn►RW-0Y rev.10-11-2011 Copyright(c)2011 form software only The�adcner Group,Inc. P���2 Oath of Personal Representative or�cial Use Only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF Cumberland } Petitianer(s)Printed Name Petitioner(s)Printed Address Barbara L.Christie 2005 Mountain Pi�e Drive � �1 Mechanicsburg�PA 17050 � -� � � C� »� ..�. t�'1 � C3 � ..�.; 'C�! � � � � � � �"' „�� � F""� �3 C� �' � � � � "'L3 '""+"I '� �7 Q' � � � � , � ...� �„�,r, �i M � � • � � � � The Petitioner(s)a�ove-named swear(s)or affirm(s)the statemen n th foregoing Petiti ` nd co to the best of the knowledge and belief of Petitioner(s)and tfiat,as Personal Representative(s)of ,Pe' e 'il d I minister the estate accord' g�o w. Swom to o f�ned a 'bed before � ��e me thi y af , /� �ete Date Bj/: ��� Date BOND i�equired? � YES � NO To the Register of�lls: Please enter my appearance by my'si nature below: fEES: � � . Le ers.......................................... $ Attomey 'gnatu • � .�Q ( )Shart Certficate(s)......... ( )Re�unciation(s).............. ( )Codicil(s)........................ Affidavit s Prir�ted Name: �NaY� M Pecht Esq. ( ) ( )...................... Bond............................................. Supreme Court Commission.................................. ID Number: . h _� /�/ ,,,;, Finn Name: Pecht�Associates�,P.C. � _...� Address 650 North Twelfth Street , Suite 100 Lsmoyne,PA 17043 Phone: 717-691-9808 Automation Fee............................ Fax: JCSFee.......:............................... 6 TOTAL......................................... $ � E-mail• wpecht�pechtlaw.com DECREE OF THE REGISTER Date of Dea�: 02/01J2014 Social Security No: 204-30-4303 _,_ Estate of Ingrid W Christis - File No: 21-14--�- -* a/k/a: Wanda 1 rid h�istie AND NqW, � ,in consideration of the foregoing Petition, satisfactory proof having been presented ore me,IT IS DECREED that Letters Testamentary�_^�„_,_, are hereby grented to Barbara L.Christie . in the above'estate and(if applicable)that the instrument(s)dated 07/09/2010 described in the Petition be admitted to probate and fifed of record as the I Will(an Co 'cil(s))o nt. �� � . ster of Wills � Copyright(c)2011 form soRware only The lackner Group.Inc. _ pe 2 of 2 H105. � , � , , . . , , �� ,� �! �` • �.' � "�„� � t�1 � � ���� � ��� � �e���� w � � � � � � � � � � � � � � � � RID W. CHRISTIE also known as WANDA INGRID CHRI;�C�,�f C�lbe I, ING � , . ��� County, Pennsylvania, make, publish and declare this to be my last Wil�h�'eby rea�c>ku��,: prior Wills and Codicils. �'" 'a � �► � � I have three children: BARBARA L. CHRISTIE, MONICA G. BENIGNO, and DEBORAH L. CHRISTIE. f ARTICLE I SPECIFIC BEQUESTS A. I give such�rticles of tangible personal property as shall be identified in a written instrument in my handwriting or signed by me that I may leave at the time of my death to the person or persons named in such instrument. B. I give and bequeath a11 my remaining articles of tangible personal property, together with all insurance policies relating thereto,to my surviving children, in equal shares and the issue surviving me of such of my children as do not survive me (my"Beneficiaries"), as they sha11 agree within 90 days following the date of my death. In the absence of the contemplated agreement, I give such articles to such of my Beneficiaries as my Executors, in their absolute discretion, shall select, and such articles so selected sha11 be distributed at such times and in such shares,equal or unequal,as my Executors,in their absolute discretion, sha11 determine. C. I direct that the balance, if any, of such articles not so selected for distribution pursuant to paragraph B of this Article, shall be sold, donated to charity or abandoned, as my Executors, in their absolute discretion, may deem desirable or expedient, and, to the extent any such articles are so sold, the proceeds of such sale sha11 go into and form a part of the residue of my estate. � ARTICLE II RESIDUE A. The residue of my esta.te shall be divided into equal shares for each of my daughters. 1. Share for BARBARA L. CHRISTIE. The share for my daughter, BARBARA L. CHRISTIE, sha11 be paid to her outright and free of trust, if she is then living. If she is not then living,her share shall be paid to her then living issue per stirpes. 2. Share for MONICA G. BE1�1IGN0. The share for my daughter, MONICA G. BENIGNO, if she is then living, shall be paid to my Trustees, who sha11 hold such amount,IN TRUST, for her benefit, sha11 invest and reinvest the same and shall distribute the net income therefrom and the principal thereof as Trustees, in their absolute discretion, may from time to time deem desirable or necessary. Any payments so made out of principal shall not be � • „ . , . reimbursed out of income. If she is not then living, her share sha11 be paid outright and free of trust to her then living issue per stirpes. 3. Share for DEBORAH L. CHRISTIE. ,The share for my daughter, DEBORAH L. CHRISTIE, shall be paid to her outright and free of trust, if she is then living. If she is not then living, her share shall be paid outright and free of trust to her then living issue per stirpes. B. If there is no one then living entitled to take pursuant to paragraph A of this Article, I direct that the residue of my estate shall be paid to the then living persons who would be my heirs under the intesta.te laws of Pennsylvania in such amounts and proportions prescribed by the intestate laws as if I had then died intestate. ARTICLE III PROTECTIVE PROVISION Wherever, in this Will, I have provided for the payment of income or principal to any beneficiary, I direct that the same shall not be subject to attachment, execution, sequestration or any order of Court, and that the beneficiary shall have no power to pledge, assign, convey or anticipate the same, nor shall such income or principal be liable for the contracts, debts, obliga- tions, engagements or liabilities of any beneficiary, but such income and principal shall be paid by Executors to the beneficiary, free and clear of all assignments, atta.chments, anticipations, levies, executions, decrees and sequestrations, and sha11 become the property of the beneficiary only when actually received by such beneficiary. ARTICLE IV EXERCISE OF AUTHORITY The exercise of discretion by my Executor under any paragraph of this Article shall be absolute, final and conclusive. My Executor sha11 not be held personally liable for the exercise, failure to exercise or manner of any of these powers, provided, however, that the exercise, non- exercise or manner of exercise of any of these powers is made in good faith and does not constitute willful misconduct. ARTICLE V TAXES,DEBTS AND EXPENSES My Executors shall pay all my debts, my funeral expenses, costs of administering my estate and transfer ta.xes on my death, and may, in their sole discretion, pay a debt of mine secured by a mortgage on real property from the residue of my estate. I authorize my Executors and Trustees, in their absolute discretion, to adjust, compromise, settle, anticipate and pay any and all such taxes at such time or times as they, in their absolute discretion, may deem desirable, whether before or after the same become due. ARTICLE VI FIDUCIARIES'POWERS Executors and Trustees, respectively, shall have the following powers, which shall be exercisable without leave of Court, in addition to and not in limita.tion of any authority vested in 2 them by law and by other provisions of this Will, which shall be applicable to all property, whether principal or income, including any property held for minors and incapacita.ted beneficiaries, and which shall be effective until actual distribution of all property: A. General. To retain as an investment any asset of my esta.te without liability, and to invest and reinvest in any kind of property, including common and preferred stocks, common trust funds, mutual investment funds, and real estate, without being restricted to classes of investments prescribed or authorized for executors or trustees by statute or common law of any jurisdiction. B. Sale or Exchan�e. To manage, mortgage, pledge, and to sell or exchange by public or private sa1e, on any terms, and to lease without limit as to term, any real or personal property; and to enter into binding agreements of sale or give binding options,without obligation to repudiate the same in favor of better offers. C. Nominees. To hold any property in the name of a nominee or to hold it unregistered or in such other form as to make title pass by delivery. D. Compromise Claims. To compromise claims, without the necessity of court approval. E. Divide and Distribute Assets. To make distributions partially or wholly in kind, and without the necessity of distributing to each beneficiary a pro rata.share of each asset. F. Vote. To vote in person or by proxy all stocks or other securities, and in connection therewith, to delegate discretionary powers; to participate in any reorganization, consolidation, merger, recapitaliza.tion or other concerted action of security holders of any corporation; to deposit securities under protective agreements or with protective committees; and to receive securities issued as a result of such proceedings. G. En�a�e Professionals. To engage attorneys-at-law, investment consultants, accountants, brokers, custodians or such other advisors or agents, and to compensate such persons currently from the income or principal of my estate or any trust hereunder. H. Administration Expenses. To pay administration expenses from income or principal, and notwithstanding any of the foregoing provisions of this will, to use such expenses as deductions for esta.te t� or income tax purposes, with full discretion to make, or not to make, adjustments or reimbursements among beneficiaries affected. I. Cash. To hold cash as part of the principal of my esta.te or any trust created hereunder. J. Make Loans. To make loans to any beneficiary hereunder and to determine the terms thereof; and to borrow money from any person or institution to facilita.te renewal or 3 . • . payment of any debts due by me or to raise money for the purpose of paying taxes, costs of administration, or for any other purpose. K. Delegate Powers. From time to time, to delegate in writing to a co-fiduciary any discretionary or ministerial power, for such period of time as may be designated; provided, however, that no power may be delegated to a fiduciary otherwise specifically prohibited under . the terms of this will from exercising such power. L. Combine Trusts. To combine any trust created hereunder with any other trust, whether created by me or others,having the same beneficiary and similar terms. M. Situs. To change the situs for administrative and accounting purposes of any or all trusts created hereunder to any jurisdiction,without the necessity of court approval. N. Duration of Powers. To exercise all powers hereunder until final distribution of my estate and all trusts created hereunder. ARTICLE VII FIDUCIARIES A. Executor. I appoint my daughter, BARBARA L. CHRISTIE, Executor of my Will. B. Successor Executor. In the event my daughter, BARBARA L. CHRISTIE, shall predecease me, fail to qualify or cease to act or continue to act as Executor hereunder for any reason whatever, I appoint DEBORAH L. CHRISTIE as Executor in her place. C. Trustee. I appoint my daughter, BARBARA L. CHRISTIE, Trustee of any trusts created hereunder. D. Successor Trustee. In the event that daughter, BARBARA L. CHRISTIE, is unable or unwilling to serve or continue to serve, I appoint DEBORAH L. CHRISTIE as successor Trustee. Thereafter, any such vacancy shall be filled by a successor appointed by the last individual Trustee so to serve. Each appointment shall be in writing and shall become effective when accepted in writing by the individual Trustee. It is my intention that an individual Trustee shall always.be serving hereunder. E. A�pointment of Additional Alternates. Thereafter, if any Executor or Trustee shall fail to qualify or cease to act as an Executor or Trustee hereunder for any reason whatever, such vacancy shall be filled by an Executor or Trustee appointed by the senior member of the law firm of Frankel & Kershenbaum, LLC or the successor law firm thereto. Each appointment sha11 be in writing and shall become effective as to a successor Executor upon appointment by the Register of Wills or the Court having authority to issue such appointments and shall become effective as to a successor Trustee when accepted by the successor Trustee. Each writing shall be filed with the Court having jurisdiction of the administration of my estate and the trusts under this Will. 4 F. A�pointment of Cor^porate Fiduciarv. The individua.l fiduciaries may, but need not, in their absolute discretion, appoint a corporate fiduciary authorized to act as such in the state in which my esta.te is domiciled to serve as an additional Executor or Trustee hereunder. Any such appointment shall be in writing and shall become effective as to a corporate Executor upon appointment by the Register of Wills or the Court having authority to make such appointments and sha11 become effective as to a corporate Trustee when accepted by such corporate Trustee. The writing with respect to the Executor shall be filed with the Court having jurisdiction of the administration of my esta.te. In addition, the individual fiduciaries may, in their absolute discretion, remove a corporate fiduciary so appointed at any time by a writing delivered to such corporate fiduciary, and may either substitute another corporate fiduciary in its place or stead,pursuant to the terms of this paragraph, or leave such position vacant, it being my intention to give the individual fiduciaries then acting hereunder the broadest power regarding the selection, appointment and removal of any corporate fiduciary. These powers o f appointment an d remova l o f a corp o r a t e f i d u c i a r y s h a l l n o t b e e x h a u s t e d b y o n e e x e r c i s e t h e r e o but may be exercised from time to time. Corpora te fi d u c i a r i e s s o a p p o i n t e d shall be compensated for their services hereun der as agree d to wi t h t he in divi d u a l f i d u c i a r i e s. G. Successor Trustee Liabilitv. No successor Trustee shall be obliged to examine the accounts, records and acts of the previous Trustee or Trustees, nor shall such successor in any way be responsible for any act or failure to act on the part of the previous Trustee or Trustees. The successor Trustee shall be responsible only for the assets which have been actually delivered t0 lt. H. Resi,�nation. Any Trustee may resign at any time without court approval by� written instrument delivered to the Trustees and to the individuals who are legally competent an the then existing income beneficiaries of the trust in question. I. Securi . No Executor or Trustee shall be required to give security in any jurisdiction in which such Executor or Trustee may act. J. References. Wherever in this Will I have used the terms "Executor" or "Trustee", it is my intention that such terms shall include the singular as well as the plural. Further, whenever I have used the term "Executor", such term sha11 include the Executor, Executors, Executrix and Executrices then qua.lified to serve hereunder. 5 • , • • • . IN WITNESS WHEREOF, I have hereunto set my hand and seal to this Will, this ��day of � ,2010. (SEAL) GRID . H STIE Signed, sealed,published and declared by INGRID W. CHRISTIE,the above-named Testator, as her Will, in the presence and hearing of us who, at her request, in her presence, and in the presence of each other, all being present at the same time,have hereunto subscribed our names as Witnesses: . /�� Address 3�s y�.��r,2``�' l�✓��-e. /; Address � 6 , . . • . . • . COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF u,�ld�/�it� � � We, INGRID W. CHRISTIE, � '�� and__��/'�•� ��'��� � the Testa.tor and the Witnesses, respectively, hose names are signed to the attached or foregoing instrument,being first duly sworn, do hereby declare to the undersigned authority that the Testa.tor signed and executed the instrument as her last Will,that she signed rt willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that e�a of the Witnesses in the presence and hearing of the Testator signed the Will as a Witness and to the best of their knowledge the Testator was at that time eighteen(18)years of age.or older, of sound mind and under no constraint or undue influence. , � � I1�TGRI W. CHRISTIE � � � Witness . !� � Witn ss Sworn to, acknowledged and subscribed before me by INGRID W. CHRISTIE, the� Testator, and sworn to and subscribed before me by ���n � an . � ,the Witnesses,this_��'�day of � ,2010. � otary Public My Commission expires: C(�i�M0�1�W 'R�OF PsNrrsn.v� N TARIAL SF Jo�hn Re.Bowen,Natffiy Pqblic Lower Allen Twp,Cwnberland Cotmty My commiss�va : . March 25,2014 7 . � . . , . . „ . • , MEMORANDUM In accordance with ARTICLE ONE of my Will dated the day of ,2010, and any c odicil thereto, I, INGRID W. CHRISTIE, bequeath the items of tangible personal property herein specified to the following beneficiaries who survive me: (1) To (2) To (3) To (4) To (5) To (6) To Date: �G�D W, CHRISTIE