The URL can be used to link to this page

Home My WebLink About03-13-14 PETITION FOR GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PE FISYLVANIA .7 =? Petitioner(s)named below,who is/are 18 years of age or older,apply(ies)for Letters as specified below,and in support tFierelif aver(s1tF�e following and respectfully requests the grant of Letters in the appropriate form: 7t:- t^,,D •J D C Ted J Ackroyd Decedent's Information Name: Sally Lou Ackrord File No: 21 ' � - ' ✓�— rrr a/k/a: Sally Lou Wetzel Ackroyd (Assigned b�egister) — `n a/k/a: a/k/a: Social Security No: Date of Death: 12/14/2013 Age at Death: 68 Decedent was domiciled at death in Cumberland County, PA (state)with his/her last principal residence at 62 Bent Creek Drive,Mechanicsburg 17050 Silver Spring Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at Holy Spirit Hospital East Pennsboro Twp. Cumberland PA Street address,Post Office and Zip Code City,Township or Borough County State Estimate of value of decedent's property at death: If domiciled In Pennsylvania...................... All personal property $ 100,000.00 If not domiciled in Pennsylvania................ Personal property in Pennsylvania $ If not domiciled In Pennsylvania................ Personal property in County $ Valueof real estate In Pennsyl vania................................................................... $ TOTAL ESTIMATED VALUE $ 100,000.00 Real estate in Pennsylvania situated at (Attach additional sheets,If necessary.) Street address,Post Office and Zip Code City,Township or Borough County ❑A. Petition for Probate and Grant of Letters Testamentary Petitioner(s)aver(s)that he/she/they is/are the Executor(s)named in the Last Will of the Decedent,dated 12/1212006 and Codicil(s) thereto dated State relevant circumstances(e.g.,renunciation,death of executor,etc.) Except 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 divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S.§3323(8),and did not have a child born or adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. ❑NO EXCEPTIONS ❑ EXCEPTIONS ® B. Petition for Grant of Letters of Administration (If applicable) c.t.a. c.t.a.,d.b.n.,d.b.n.c.t.a.,pedente life,durante absentia.durante minoritate If Administration,c.t.a or d.b.n.c.t.a.,enter date of Wallin Section A above and complete list of heirs. Except as follows:Decedent was not a party to pending divorce proceeding herein the grounds for divorce had been established as defined in 23 Pa.C.S.§3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person. ®NO EXCEPTIONS [] EXCEPTIONS 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(attach additional sheets,if necessary): Name Relationship Address Sarah Lynn Franklin Daughter 6107 Aileo Lane Harrisburfl,PA 17111 Peter John Ackryod Son 918 Acri Road Mechanicsburg,PA 17050 Paul James Ackroyd Son 450 Barbara Drive Mechanicsburg,PA 17050 Ted J. Ackryod Friend 62 Bent Creek Drive Mechanicsburg,PA 17050 See continuation schedule attached Form RW--02 rev.10-11-2011 Copyright(c)2011 form software only The Lackner Group,Inc. Page 1 of 2 Oath of Personal Representative Official Use Only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF Cumberland } Petitioner(s)Printed Name Petitioner(s)Printed Address Ted J.Ackroyd 62 Bent Creek Drive Mechanicsburg,PA 17050 CZ) The Petitioner(s)above-named swear(s)or affirm(s)the statements in the foregoing Petition are true and correct to the best of the:knoWedge belief of Petitioner(s)and that,as Personal Representative(s)of the Dec dent,P 'tione ) well and truly administer the estate according to law. Swom too ffi ed an cribed before Date .2 me this %y of /' �� Dace By: Date Register Date BOND Required? 11 YES F1 NO To the Register of Wills: FEES: Please enter my appearance by my signature below: Oo . Le s........... . .. .. ............... j ........ "Z4 ( )Short Ce..rtiffcate(s)......... $ 06 At ( 5 Renunciation(s).............. /T 00 ( )Codicil(s)........................ ( )Affidavit(s)...................... Printed Name: Aaron Ja son Esq. Bond............................................. Supreme Court Commission.................................. ID Number: 200490 Other , Firm Name: Buchanan Ingersoll$Rooney PA Address: 409 N.Second Street,Suite 500 �X o Harrisburg,PA 17101-1357 Phone: 717-237-4871 Automation Fee............................ ' Fax: 717-232-6802 JCSFee....................................... TOTAL......................................... $ E-mail: aaron.jackson�bipc.com DECREE OF THE REGISTER Date of Death: 12/14/2013 Social Security No: 11 r Estate of Sally Lou Ackrord File No: 21 —I�- —lc�c a/k/a: Sally Lou Wetzel Ackro d AND NOW, ,in consideration of the foregoing Petition, satisfactory proof having been presented before me,IT IS DECREED that Letters of Administration c.t.a. are hereby granted to Ted J.Ackroyd in the above estate and(if applicable)that the instrument(s)dated 12/12/2006 described in the Petition be admitted to probate and filed of record as thqlast Will(and Co ' Is of Decedent. e erofWil Copyright 20 1 form software only The Lackner Group,Inc. of 2 Last Will of SALLY LOU ACKROYD I, SALLY LOU ACKROYD, of Cumberland County, Pennsylvania, make this Will and revoke all 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, shall 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 all 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. L L)v CD LEi J - c r `-, Page 1 L.Lj ! L-> Section 3. Testamentary Trust If my spouse survives me, I authorize my personal representative 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 the 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) shall have all 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 shall 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 shall 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 Article Three Payment of Expenses and Taxes and Tax 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 shall be paid from my trust or from my probate estate. Section 2. Tax 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 personal representative, in its sole and absolute discretion, may elect to have all, 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 shall 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 generation-skipping transfer tax, 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 all estate, inheritance, 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, shall be chargeable against the persons receiving such property. Page 3 Article Four Appointment of My Personal Representative I appoint the following to be my personal representatives: TED J. ACKROYD, or if TED J. ACKROYD is unwilling or unable to serve, I appoint PAUL JAMES ACKROYD, PETER JOHN ACKROYD, and SARAH LYNN FRANKLIN. I direct that my personal representatives not be required to furnish bond, surety, or other security. I have signed this Will on December 12, 2006. 0 zx 01 SALLY VOU ACKROYD The foregoing Will was, on the day and year written above, published and declared by SALLY LOU ACKROYD in our presence 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 our best knowledge and belief, of sound mind and memory and under no undue duress or constraint. ITNESS WI $�S Page 4 STATE OF PENNSYLVANIA ) ss. COUNTY OF CUMBERLAND ) LWe, SALLY LOU CKROYD, JU-bb F --1 and AV n) q �), 3 L)q zx� , the Testatrix and the witnesses, respectively, whose names are signed to the foregoing Will, having been sworn, declared 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 OU ACKROYD W TNESS WI SS SubsS�ribed and sworn before me by SALLY LOU ACKROYD, the Testatrix, and by Jv7� t' -1 6"j and LIVV n J% the witnesses, on December 12, 2006. NOTARY PUB NOTARIAL SEAL THOMAS J. AHRENS, NOTARY PUBLIC 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 DIVISION In re: Estate of Sally Lou Ackroyd : File No. AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA . ss. COUNTY O On this l\ day of March, 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 1.2, 2006. By: Ted J. Ackr yd Sworn to and subscribed before me this-( _day of March, 2014. C :O -ter, co _ N to Public M-T �h n CDC-- , COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL LAURA A.TARASEWICH,Notary Public �� SusquehannaTwp.,Dauphin County My Commission Expires August 30 2016 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION In re: Estate of Sally Lou Ackroyd : File No. 1 — 14- 1 I' AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF On this 1 day of March, 2014, before me, a notary public, personally 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 December 12, 2006 and hereby nominates Ted J. Ackroyd to serve as Administrator c.t.a. of the Estate of Sally Lou Ackroyd. Peter Jo ckroyd Sworn to and subscribed before me this 11day of March,2014. r� "a3� Sy G CJ Notary Public rte. cn - oC-) c:>o PENNRYLVANIA NOTARIAL SEAL :X ONARLES A.HARBOLD,Notary Public -, Hampd®n Up.,Cumberland County y' o MY O®ff mIcaI0n Expires December 30,2014 rn IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION In re: Estate of Sally Lou Ackroyd : File No. AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : ss. COUNTY OF C 3 QZ Lea Ko On this N day of March, 2014, before me, a notary public, personally appeared Paul James 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 December 12, 2006 and hereby nominates Ted J. Ackroyd to serve as Administrator c.t.a. of the Estate of Sally Lou Ackroyd. (--�Jzz- j Paul Ja s Ackroyd Sworn to and subscribed before me this day of March, 2014. O � � r CA�0 �► C"7 C:) V e rr, r17 7 r Notary Public ��> COMMONWEALTH OF PENNSYLVANIA G C NOTARIAL SEAL CHARLES A.HARBOLD,Notary public , o ~n Hampden Twp.,Cumberland County O' My Commission Expires December 30,2014 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION In re: Estate of Sally Lou Ackroyd : File No. � AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA 1) : ss. COUNTY OI1 e' 'F On this day of March, 2014, before me, a notary public, personally appeared Sarah Lynn Franklin, who, being duly sworn 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 December 1.2, 2006 and hereby nominates Ted J. Ackroyd to serve as Administrator c.t.a. of the Estate of Sally Lou Ackroyd. Sarah Lynn Frankli Sworn to and subscribed before me this 1k day of March,2014. C7 c M rn a Public mom., co O C7-.• rr � p �n Q COMMONWEALTH OF PENNSYLVANIA rn NOTARIAL SEAL LAURA A.TARASEWICH,Notary Public SusquehannaTwp.,Dauphin County My Commission Expires August 30 2016 REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA No. 2014- 00152 PA No. 21- 14- 0152 Estate Of: SALLYLOUACKROYD (First,Middle,Last) a/k/a: SALLY LOU WETZEL ACKROYD Late Of: SILVER SPRING TOWNSHIP CUMBERLAND COUNTY 0 Deceased Social Security No: WHEREAS, on the 13th day of March 2014 an instrument dated December 12th 2006 was admitted to probate as the last will of SALLYLOUACKROYD (First,Middle,Last) a/k/a SALLY LOU WETZEL ACKROYD late of SILVER SPRING TOWNSHIP, CUMBERLAND County, who died on the 14th day of December 2013 and WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, LISA M. GRA YSON, ESQ. , Register of Wills in and for CUMBERLAND County, in the Commonwealth of`Pennsylvania, hereby certify that I have this day granted Letters of ADMINISTRATION C.T.A. to: TED J A CKRO YD who has duly qualified as .ADMINISTRATOR(RIX) C.T.A. and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURTHOUSE, CARLISLE, PENNSYL VA NIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 13th day of March 2014. l dl ° f � - ,,J .�, Register of tyl, r IDep Pty ' **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)