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HomeMy WebLinkAbout02-20-14 PETITION FOR GRANT OF LETTERS � �� � REGISTER OF WILLS OF CUMBERLAND COUNTY, P � YLV�V IA �'� �_._ � r..,��., Petitione�(s)named below,who is/are 18 years of age or olde�,apply(ies)for Lefters as specified below,and in suppo��� _-` aver(s�e - _:'� fWlowi�g and respectfully requests the grant of Letters in the appropriate form: �,.�' � �� Ted J.A�clu�o�l�d ��'Y ,- . ,.�, . . .., . .,' . �., A A��r�. Decadent's information C��,-� � _-. r, r � __.� .....�.. Name: Sally Lou A�clvon! , File No: 21�^��:��� � ..... �:,c.� � � � -�-n. �a: Sally Lou Wetzel Ack'oyd (Assigned b�lte�iste� --- `''�q _ a/k/a: --� �a: Sodal Sscu�ity No: Date of Deathc 12/14/2015 Ags at Dsath: 68 Decedsnt was domtciled at death in Cumberland County� pp (Stete)with his/her last p�inapal residence at __62 B�nt Croek D�ive,Mechanicsburg 17050 S11v�r Sprin� Cumb�rland Stnet addmss�Post Oflice and Zip Code City,Township or Borouph County Decedent died at Holy Splrif Hospital East Pennsboro Twp. Cumbe�land PA Slreet addmss,Post OfRce and Zip Code GtY�Township or Borou�h County Sta� Estimate of value of decedent's property at death: Hdomlclled!n Pennsy/vanla...................... Ail personal property $ 100,000.00 ►f not domiclled!n Pennsylvan/a................ Personai property in Pennsylvania $ If not domlcllsd/n Pennsy/vania................ Personal property in County a Va/ue of resl estate in Pennsylvanla................................................................... $ TOTAL ESTIMATED VALUE ; 100,000.00 Real sstate in Pennsylvanis sftuated at (Attsch sdd�fonsl snssts,K,►ecesssry.l Str•et address�Post O(flce and Zip Code Gty.Township or Borouph CouMy ❑A P�Qn for Probate and�ran,., t�f Letters Testamentarv Pe�tianer(s)aver(s)that he/she/they is/are the Executor(s)named in the Last Will of the Decedent,dated 1?J1ZY1006 and Codldl(s) thereto dated Stats rolsvant dnxur�tanoss(s.�..►sn�u�tbn.dsafh�e�ncutor.stc.) Excc�pt a�fdlows:aRer the execution of the instrument(s)offered for probate,Oecedent did not ma ,was not divon:ed,was not a to a pending Ex divoroe ing wherein the grounds for divorce had been established as defined in 23 Pa.C.S�3323(g)�and did not have a ild or adopt ;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. �NO EXCEP'i'ION�� EXCEPTIONS �B. Petltion for arant af Letters of Administradon (If appqcable) c.ta. _ c.t.s.,d.b.n.,d.b.n.c.t a.,pedente Nte,duianb abasMla.dursnts mino�r�tate If Administratlon,c.tia or d.b.n.c.ta.,anter date of Will in Saction A sbove and cmm�iate list of hMrs. Except as follaws:Decedent was not a party to,pending divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S.§3323(g)and was neither the wctim of a killing nor ever ac)judicated an incapaatated person. �NO EXCEPT'IONS � EXCEP'i'IONS Petltioner(s),after a proper search has/have ascertained that Decedent IeR no Witi and was survived by the following spouse(if any)and heirs(altach addltiona/sheets,If necessary): Name Relationship Address Sarah Lynn Franklin Daughter 6107 Alleo Lan� Hanisbu PA 1 T111 Peter John Aalayod Son 918 A�xi Road Mechanicsbu PA 17050 Paul Jarnls Ae�voyd Son 450 Bubara Drive IUlechanicsbu PA 17050 Ted J. Aakry�od Friend 62 Bsnt Croek Drive Mechanicsbu PA 17050 Sea continuatlon schedule attached �RW-02 nv.�a��-zo�� CoPY►t�M(c)2011 form sollwars only The Lac�aier Oroup,i�. P.w t a z Oath of Personal Representative °"��'W°°n1y COMMONWEALTH OF PENNSYLVANIA � } SS: COUNTY OF Cumbe�land } PeG�oner(s)Printed Name Pet�tioner(s)Printed Address - � Ted J.A�ckroyd 6Z Bent Croek Drive Mechanicsburg,PA 17050 � � �C� ;�- :� ��' ►�r-� �� �"`�:�-__ � , � ``� �{ . : C� �-�;'�� �r�� . --f �....� i �; C��,.,,� - .�,�, _::� .�i .,,., r —•- � � .� .� _ � ." �'�� The Pe��oner(s)above-named swea�(s)or affirm(s)the statements in the foregoi Petittion are true and c�reat to the best of th�edge belief of Pe�tioneKs)and that�as Personal Representative(s)of the ent,h ) well and truly admintster the estate accor+ding to aw. Swom to ffi ed an 'bed before � �-0+— � me thi �y qf /'� �l� oaa gy; o�a � o.w BOND Requirod? � YES � NO To the Regrlster of�lls: FEES• � Please enter m ap arance b m si naturo below: � . lo, o0 �e ....................................... a Att re• (���)snort Certficate(s)......... ,� �06 ( �)Renunciatlon(s).............. /�.Ot� � ( )�i�il(s�....................... Affidavit s Printed Name: �►aron Ja n Esq. � ) � )...................... Bond............................................. Supreme Cou�t Z�� Commission.................................. ID Numbsr. Other �`� ' 1—I-- ' Finri Name: Bu=ingeaoll 8 Rooney PA Address: 409 N.Second Stro�t�Suft�500 Suits 200 � I =. o Han�isbur��PA 17101-1SSl Phone: 717 237-4871 Automation Fee.. ' .......................... 717 232-680Z Fax: JCSFee....................................... TOTAL........................... , E-mail: aaron jadcson�bipc.com .............. � DECREE OF THE REGISTER Date of Death: 1?J14/2013 Sodal SscuNty No: Esta«e of Saily Lou A�cla�ord File No: 21 aJk/a: �Sally�ou Wetrel Ackroyd AND NOW, , ,in c�nsideraaon of the foregoing Pet�ion� satisfactory proof having been presented before me,IT IS DECREED that Letters of qdministration ata. are hereby granted to Ted J•Advcyd , in the above estate and(if applicable)that the instrument(s)dated 1?J1ZI2006 __ described fn the Peti�on be admitted to probate and flled of record as the last Will(and Codial(s))of Deceden� ' ��IIIlI�q Register of Wiils CopyriyM(c)Z011 fortn sollwaro only Ths LackrMr<3roup,inc. ���� � . . � • . . * r�1 . ` Last Will � of SALLY LOU ACKROYD I, SALLY LOU ACKROYD, of Cumberland County, Pennsylvania, make this Will and revoke a11 of my prior wills and codicils. Article One Distribution of My Property Section 1. Pour-Over to My Living Trust All of my property of whatever nature and kind, wherever situated, sha11 be distributed to my revocable living trust. The name of my trust is: SALLY LOU ACKROYD and TED J. ACKROYD, Trustees of the SALLY LOU ACKROYD LIVING TRUST, dated November 15, 2006, and any amendments thereto. Section 2. Alternate Disposition If my revocable living trust is not in effect at my death for any reason whatsoever, then a11 of my property shall be disposed of under the terms of my revocable living trust as if it were in full force and effect on the date of my death. .... ��� � � �� _� _.,... �.�.. �� _ ..... r T' ` �C�" � 3C.�.� C.::��';;.:� � - :..7� C� �-._. a ;�s'��' W/'�'` �{ /"�� t`7�.�-`� /(V��y�..�{ .�, \'W 7 _,3�,,..5�,� . i�.r � .� rV"� r �•��+r. 4.�..7 ��: � �m Page 1 �� ..�- c3� _ �:.., U � � ` ' • � . � . • i � �i � �t r Section 3. Testamentary Trust , If my spouse survives me, I authorize my personal representa.tive to establish, with the assets of my probate estate, if any,or with any property distributed to my personal representative from my Trustee, a testamentary trust (or trusts) for tlie benefit of my spouse and my other beneficiaries under the same terms and conditions of my revocable living trust as it exists at the date of my death. I appoint the Trustee and successor Trustee named in my revocable living trust as the Trustee and successor Trustee of my testamentary trust(s). The Trustee of my testamentary trust(s) sha11 ha.ve a11 the administrative and investment powers given to my Trustee in my revocable living trust and any other powers granted by law. My Trustee shall be under no obligation to distribute property directly to my personal representative, but rather may distribute such property directly to the Trustee of the testamentary trust(s). Any property distributed to my testamentary trust(s) by the Trustee of my revocable living trust sha11 be distributed by the Trustee of my testamentary trust(s)in accordance with the terms and conditions of my revocable living trust as it exists on the date of my death. Article Two Powers of My Personal Representative My personal representative sha11 have the power to perform all acts reasonably necessary to administer my estate,as well as any powers set forth in the statutes in the State of Pennsylvania relating to the powers of fiduciaries. Page 2 � + . � � � ' � • : t '1 , • � M i Article Three Payment of Ezpenses and Taxes and Taz Elections Section 1. Cooperating with the Trustee of My Living Trust I direct my personal representative to consult with the Trustee of my revocable living trust to determine whether any expense or tax sha11 be paid from my trust or from my probate estate. Section 2. Taz Elections My personal representative, in its sole and absolute discretion, may exercise any available elections with regard to any state or federal tax laws. My persona.� representative, in its sole and absolute discretion, may elect to ha.ve a11, none, or part of the property comprising-my estate for federal estate tax purposes qualify for the federal estate tax marital deduction as qualified terminable interest property under Section 2056(b)(7) of the Internal Revenue Code. My personal representative sha11 not be liable to any person for decisions made in good faith under this Section Section 3. Apportionment All expenses and claims and all estate, inheritance, and`death taxes, excluding any genera.tion-skipping transfer t�, resulting from my death and which are incurred as a result of property passing under the terms of my revocable.living trust or through my probate estate shall be paid without apportionment and without reimbursement from any person. However, expenses and claims, and a11 estate, inheri#ance, and death taxes assessed with regard to property passing outside of my revocable living trust or outside of my probate estate, but included in my gross estate for federal estate tax purposes, sha11 be chargeable against the persons receiving such property. , Page 3 • < . � , ; . • e . Article Four Appointment of My Personal Representative I appoint the following to be my personal representa.tives: TED J. ACKROYD,or if TED J. ACKROYD is unwilling or unable to serve, I appoint PAUL JAMES ACKROYD,PETER JOHN ACKROYD, and SAR.AH LYNN FR�eiNKLIN. I'direct that my personal representatives not be required to fiunish bond, surety, or other security. I have signed this Will on December 12,2006. SALLY LJ ACKR YD The foreg+oing Will was, on the day and yeaz written above, published and declared by SALLY LOU ACKR.OYD in our pr�sence to be her Will. We, in her presence and at her request, and in the presence of each other, have attested the same and have signed our names as attesting witnesses and have initialed each page. We declare that at the time of our attestation of this Will, SALLY LOU . ACKROYD was, according to Qur best knowledge and belief, of sound mind and memory and under no undue duress or constraint. , TNESS WI S Page 4 , '' a � r N, ✓ • M ' � % f � • STATE OF PENNSYLVANIA ) � � ) ss. CQUNTY OF CUMBERLAND ) ye, SALLY LOU CKROYD, � � /��1QF1'�� and L� L � n� , . 13 H Z < ,thc Testatrix and the vv�h�esses, resrect�v�ly, whose names are sign.ed to the foregoing Will,having been sworn, declazed to the undersigned officer that the Testatrix, in the presence of the witnesses, signed the instrument as her last Will, that she signed, and that each of the witnesses, in the presence of the Testatrix and in the presence of each other, signed the Will as a witness. � , SALLY U ACKROYD .�-�a TNESS WI S Subs ribed and swom before me by SALLY LOU ACKROYD,the Testatrix, and by �v�� � and L � ./, �� the witnesses,on December 12,2006. f�s . NOTARY PUB NOTARIAL SEAL ' THOMAS J. AHRENS. NOTARY PUBUC CITY OF MECHANICSBURG, CUMBERLAND CTY. MY COMMISSION EXPIRES FEB. 12, 2007 Page 5 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISI�N In re: Estate of Sally Lou Ackroyd : File No. �'� �" ��'/`. �.��� � � ..-�_ �.� ��; �°' _�-,;-*, �°-�� .�,..; _r`� �J i� �"� t ;..�f�i AFFIDAVIT ��s:- � _.�z =� � �-y' . �::.:� � , � �:..� ��;_ t� '.'.r �� COMMONWEALTH OF PENNSYLVANIA : c�->�..:�� � r - r„ : SS. ��;i�; � ;_- � COUNTY OF ��P�'�f� : � ��' `. `�Q � .,ti. .T., � On this 2 day of January, 2014, before me, a notary pubiic, personally appeared Sarah Lynn Franklin, who, being duly swom according to law, deposes and states that she hereby renounces her right to serve as the executor of the Estate of Sally Lou Ackroyd under her Will dated March 14, 2012 and hereby nominates Ted J. Ackroyd to serve as Administrator c.t.a. of the Estate of Sally Lou Ackroyd. G:�.o�J'\ � . Sarah Lynn Franklin Swom to ar�►d subscribed before me a-rt this day of January, 2014. NOTARIAL SEAL JACK D KENDALL JR Notary u I� Not�Fy Public LOWER PAXTON TWP.,DAUPHIN CNTY My Commission Expires Feb 8,2014 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION In re: Estate of Sally Lou Ackroyd : File No. - � � � .�'�_� AFFIDAVIT ��, �:�-° a-� �-r.; .�._ -r�� *� �'i:l �„�� .._�_. y� 1`� � F �.�., � �..� , `_.�." COMMONWEALTH OF PENNSYLVANIA : °�F �'`' �'� : ss. �t_. � __-j 4�.:� COUNTY OF �����-�t : �,` � ,��4 -� _ __. -._. �_-��� D="� -:- �n s��-t �� •� � On this day of January, 2014, before me, a notary public, personaily appeared Peter John Ackroyd, who, being duly sworn according to law, deposes and states that he hereby renounces his right to serve as the executor of the Estate of Sally Lou Ackroyd under her Will dated March 14, 2012 and hereby nominates Ted J. Ackroyd to serve as Administrator c.t.a. of the Estate of Sally Lou Ackroyd. Peter John royd Sworn to and subscribed before me this�day of January, 2014, V Notary Public TH F P NNSYLVANIA NOTARIAL SEAL CHARLES A.hlARBOLD,Notary Public Hempden Twp.,Cumberland County My CommiBSion Expires Decernber 3p�2p14 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISI�N In re: Estate of Saily Lou Ackroyd : File No. ��+ � ���� ,-.. �::� � n �- �� AFFIDAVIT �� �' '`-�'�' �..�n.- � ,F i `....�/ '��-��{7 _ .. ,�✓''r _.- ;`""_'9 � F" � f,'" !_"�-' ��..`� � _._r 5.�..� COMMONWEALTH OF PENNSYLVANIA : �` ' � � t �-� � � C �:� � ' -�t ' SS. C y� =� _ COUNTY OF C u m 3 � i2- t� N ,� : �i-=--� ._.... ;-��� p �� "'.."' `-`'�� � On this a day of January, 2014, before me, a notary public, personally appeared Paul James Ackroyd, who, being duly swom according to law, deposes and states that he hereby renounces his right to serve as the executor of the Estate of Sally Lou Ackroyd under her Will dated March 14, 2012 and hereby nominates Ted J. Ackroyd to serve as Administrator c.t.a. of the Estate of Sally Lou Ackroyd. Paul James kroyd Sworn to and subscribed before me this c� day of January, 2014, COMMO�'vVEALTH OF P N SYL.V � ��OTARIAL SEAL � GINa UBALDI,�Votary Publlc Notary P blic H���iQn,p�E;cpi s Feb ary 12,2014 My Com IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION in re: Est�te of Sally Lou Ackroyd : File No. /U'� �'"<�/L. ��:� ���., -x-r �.�� � �� "`'", F �--��'"f �`(; ''�-� �.��-� r—�—�—"+.., � � —�.,.x-_ �., � ... _�,:. i � ��� 1� AFFIDAVIT ���-_;+Y. c:� . :_: ��-� �--, - �.....�r...._. ., ,. ..� .. ... ._ �. . l ... +� .:.. ..�,....,.' , r.�`•,�.:c.. � _ �i COMMONWEALTH OF PENNSYLVANIA . � °: __1 ___ (-'�'� � ��C..� : SS. '-- ;-� COUNTY OF CUMBERLAND : m � On this�day of January, 2014, before me, a notary public, personally appeared, Ted J. Ackroyd who, being duly sworn according to law, deposes and states that he hereby accepts his appointment as Administrator c.t.a. of the Estate of Sally Lou Ackroyd under her Will dated December 12, 2006. By. � e Ted J. Ackroyd Sworn t�d subscribed before me this�day of January, 2014. Nota Pu lic NOTARIAL SEAL rY JACK D KENOALL JR NotaFy Public LOWER PAXTON TWP.,DAUPHIN CNTY My Commission Expires Feb 8,2014