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HomeMy WebLinkAbout09-10-14 - __ _ _ _ _ _ PETITION FOR GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Petitioner(s)named 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: Decedent's Information ���� Name: Frances Marie Gibb File No: 21-14 a/k/a: F.Marie Gibb � (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: 08/18/2014 Age at Death: 83 Decedentwas domiciled at death in Cumberland County, pq (State)with his/her last principal residence at 1000 Claremont Road,Carlisle 17013 Middlesex Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at 1000 Claremont Road Carlisle Cumberland PA Street address,Post Office and Zip Code City,Township or Borough County State � Estimate of value of decedenYs property at death: Ifdomiciled in Pennsylvania...................... All personal property $ 10 000.00 If not domiciled in Pennsylvania................ Personal property in Pennsylvania $ lfnot domiciled in Pennsylvania................ Personal property in County $ Value of real estate in Pennsylvania................................................................... $ � TOTAL ESTIMATED VALUE $ 10,000.00 Real estate in Pennsylvania situated at (Attach additional sheets,if necessary.) Street address,Post Office and Zip Code City,Township or Borough Counry QX A. Petition for Probate and Grant of Letters Testamentarv Petitioner(s)aver(s)that he/she/they is/are the Executor(s)named in the Last Will of the Decedent,dated OS/04/2004 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 marry,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(g),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.,d.b.n.,d.b.n.c.t.a.,pedente lite,durante absentia.durante minoritate If Administration,c.t.a ord.b.n.c.t.a.,enter date of Will in Section A above and com�lete list of heirs. Except as follows: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 victim of a killing nor ever adjudicated an incapacitated person. N Q NO EXCEPTIONS � EXCEPTIONS CJ w � Petitioner(s),after a proper search haslhave ascertained that Decedent left no Will and was survived by the following spo (�ny)and�rs(a�cQ additional sheets,if necessary): rn .._ � � � �� !.e'7 .� .._i � Name Relationship Address •�m. =�=- �`� � :-r:� .__ � , , r� �':7 C7 �::.y � "°�1 ...> -Ti — ;� .::�� ;�... "�;J Ca —°t f"� M1'� � � ,*- 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 Joseph W. Gibb 6790 Carlisle Road �.,�, -- Dover,PA 17315 � ° � C (7""�T)29 19d ap � �'�"1 � O f�`1 � n � C!'i � � �' 7' �..� �..,f� � . cn . -F � � ::a j ' � �"� � ., , � : ..;;i oo � _.,� � R1 CJ C� 4 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 knowledge and belief of Petitioner(s)and that,as Personal Representative(s)of the Dec ent,P titio (s) I ell and truly administer the estate according to law. Sworn to f�ed and bscri ed b fore w ' Date ��'��-��r y me thi da of � Date By; Date F th Register Date BOND Required? � YES � NO To the RegisterofWills: FEES: / Please enter my appearance by my signature below: Le�s.......................................... $ V 4� Attorney Signature: ( )Short Certificate(s)......... � ( )Renunciation(s).............. ( )Codicil(s)........................ ( )Affidavit(s)...................... P ame: radley L.Griffie Bond............................................. Supreme Court Commission.................................. ID Number: 34349 Ot er �. � Firm Name: Griffie&Associates,P.C. Address: 200 N.Hanover Street � U"�J' • . Carlisle,PA 17013 Phone: 717-243-5551 Automation Fee............................ . ' Fax: JCSFee....................................... , .. TOTAL......................................... $ E-mail: bgriffie@griffielaw.com DECREE OF THE REGISTER Date of Death: 08/18/2014 Social Security No: Estate of Frances Marie Gibb File No: 21-14 �— � a/k/a: F.Marie Gibb AND NOW, , � ,in consideration of the foregoing Petition, satisfactory proof having be presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Joseph W. Gibb in the above estate and(if applicable)that the instrument(s)dated 08/04/2004 described in the Petition be admitted to probate and filed of recor I Will(a d icil(s))of D ent. gis er Wills m Form RW-02 rev.10/11/2011 Copyright(c)2011 form software only The Lackner Group,Inc. Pa 2 of 2 REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA ; � pF cu�ye �.�y (�.�� �,p` No. 2014- 00841 PA No. 21- 14- 0841 J 9 Es ta te Of: FRANCES MARIE GIBB 0 �� Z lFirst,Middle,Lastl V � a/k/a: F MARIE GIBB � � La te Of: M/DDLESEX TOWNSH/P CUMBERLAND COUNTY Deceased 1750 Soci al Securi ty No: WHEREAS, on the IOth day of September 2014 an instrument dated August 4th 2004 was admitted to probate as the last will of FRANCES MAR/E G/BB (First,Middle,Castl a/k/a F MARIE GIBB late of M/DDLESEX TOWNSH/P, CUMBERLAND County, who died on the 18th day of August 2014 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, L/SA M. GRAYSON, ESQ. , Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: JOSEPH W G/BB who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to law, all of which fully appears of record in my offi ce a t CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 10th day of September 2014. � a J o c�a � �`,�- �' �l J . � .� � .-,- _ egi o d � � � 1 f,„ E -� tT� C-, . �7 C,:'a �+.. C...�- �� .. . � {.l:„' � r`,' L,�l ,. O £r+ Deputy C� �-„� �..y ,�,'� � �. � � 1.�"i � �- Ltl � C,� �= a-- O +'� `'--� ,� Q G� **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) , � ' � . � � . � � � � � 'o � � Eo � � �? c� "� -v �.n � rn z n � � �'7 y" ("' f"� ��.g Fzl f"' -► � O � .''' �� „ , C-� p �. ` ,, �.� � -ri `rl LAST WILL AND TESTAMENT -, �., _,.; � ,� � , �. �, <;� c�o r= rn --s r OF '...j ca cn .c� �` cra MARIE GIBB I, MARIE GIBB, a/k/a F.MARIE GIBB, now of 20 Beaver Street, Apartment 119, Dillsburg,York County, Pennsylvania, 17019, do publish and declare this to be my Last Will and Testament,hereby revoking all other prior wills and codicils made by me. FIRST: Familv Background and Appointment of Executor. (A) Familv and Background Information. I am not married. I have one child. The name of my child is JOSEPH W. GIBB. Throughout this Will,JOSEPH W. GIBB will be referred to as"my son"or "my child". The word "issue" will include my child as well as my other descendants. (B) A�pointment of Executor. I appoint as my Executor and successor Executor(all hereinafter referred to as Executor under this Will, the following named persons or corporations to serve without bond and without being required to account to any Court: Executor: My son, JOSEPH W. GIBB. Successor Executor: My grandson, ANDREW S. GIBB. SECOND: Funeral and Last Illness Expenses; Taxes. (A) Expenses of Funeral and Last Illness. I direct my Executor to pay my funeral expenses (regardless of amount) and the expenses of my last illness from my estate. (B) Taxes. I direct my Executor to pay any and all estate, inheritance, succession, legacy, transfer and other death taxes or duties,by whatever name called, including any and all interest and penalties thereon, imposed under the laws of any jurisdiction by reason of my death, upon or with respect to any and all property included in my gross estate for the purpose of such taxes, whether such property passes under or outside of this Will, out of my residuary estate, without being prorated or apportioned among or charged against the respective devises, legatees, beneficiaries, transferees, or other recipients of any such property or charged against any property � � ' � , � LAST WILL AND TESTAMENT OF MARIE GIBB PAGE 2 passing or which may have passed to any of them. The Executor shall not be entitled to reimbursement for any portion of any such taxes from any such person. THIRD: Tangible Personal Propertv. Except for those items excluded below and those items enumerated in the Letter of Instruction, I give, devise and bequeath to my child, JOSEPH W. GIBB, all tangible personal property, including but not limited to clothing, jewelry,heirlooms, furniture,motor vehicles, and all other similar articles, which I own, and the insurance thereon, if my child survives me by sixty(60) days. If my child, JOSEPH W. GIBB, does not survive me, then I give, devise and bequeath all tangible personal property to my grandchildren,JOSEPH E. GIBB,ANDREW S. GIBB, and JEFFREY L. GIBB, to be divided among them in equal shares,per stirpes. Tangible personal property shall not include: (1) any and all property used by me in any business, (2) cash on hand or on deposit in banks, (3) stock or securities, (4) any type of evidence of indebtedness, and(5) any life,health or accident insurance policies. If there is any disagreement as to distribution, I direct my Executor to make such distribution. The decision of my Executor shall be final and binding. Any items not selected or any items which my Executor considers unsuitable for my issue may be distributed or sold in the sole discretion of my Executor and, if sold,the net proceeds therefrom shall be added to the residue of my estate. Any such article allocated to a minor may, as my Executor deems advisable, either be delivered to the minor or to any person to safeguard on behalf of the minor. Notwithstanding any other provisions in this Article THIRD, I may leave a separate, dated and unsigned Letter of Instruction, which I shall place with my Will, containing directions as to the ultimate disposition of certain of the property bequeathed under this Article THIRD, and such Letter of Instruction shall determine the distribution of such items. FOURTH: Residuarv Gifts. (A) I give, devise and bequeath all the rest,residue and remainder of my estate, of every kind and character,real,personal and mixed, tangible and intangible, and wherever situated, including any lapsed or renounced le$acies or devises (and including any property over which I may have a Power of Appointment), to my child, JOSEPH W. GIBB, per stirpes. � � . � , . � � � � LAST WILL AND TESTAMENT OF MARIE GIBB PAGE 3 (B) If my child,JOSEPH W. GIBB, does not survive me by sixty(60) days,then and in such event, I give, devise and bequeath all the rest,residue and remainder of my estate of every kind and character, real,personal and mixed, tangible and intangible, and wherever situated, including any lapsed or renounced legacies or devises(and including any property over which I may have a Power of Appointment), to my grandchildren,JOSEPH E. GIBB,ANDREW S. GIBB, and JEFFREY L. GIBB, to be divided among them in separate and equal shares, per stirpes. (C) Distributions During Administration. Prior to final distribution of my estate, the Executor, in his or her discretion,may make partial distributions to one or more beneficiaries or Trusts. As a consequence,the Executorship and any Trusts created under this Will may exist contemporaneously. A distribution may be made subject to any indebtedness or liability of my estate. FIFTH: Spendthrift Provision. No beneficiary shall have the power to anticipate, encumber or transfer his or her interest in the estate in any manner other than by the valid exercise of a power of appointment. No part of the estate shall be liable for or charged with any debts, contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. SIXTH: Powers of Executor. In addition to the powers and duties as may have been granted elsewhere in this Will,but subject to any limitations stated elsewhere in this Will, the Executor shall have and exercise exclusive management and control of the Estate and shall be vested with the following specific powers and discretion, in addition to the powers as may be generally conferred from time to time upon him by law: (A) In the management, care and disposition of the Estate, the Executor shall have the power to do all things and to execute such deeds, documents, and instruments as may be deemed necessary or proper, including the following powers, all of which may be exercised without order of or report to any Court: (1) To sell, exchange or otherwise dispose of any property, real,personal /i�: � � i � i LAST WILL AND TESTAMENT OF MARIE GIBB PAGE 4 or mixed, at any time held or acquired hereunder, at public or private sale, for cash or on terms, without advertisement, including the right to lease for any term notwithstanding the period of the Estate, and to grant options, including any option for a period beyond the duration of the Estate. (2) To invest all monies in such stocks,bonds, securities,mortgages, notes,real estate or improvements thereon, and any other property as the Executor may deem best, without regard to any law now or hereafter enforced limiting investments of fiduciaries, except that the Executor may not invest in any securities issued by the corporate Executor, or issued by a parent or affiliate company of such Executor. (3) To retain for investment any property deposited with the Executor hereunder; except that the corporate Executor may not retain for investment any stock in the corporate Executor, or in a parent or affiliate company of such Executor. (4) To vote in person or by proxy any corporate stock or other security and to agree to or take any other action in regard to any reorganization,merger, consolidation, liquidation,bankruptcy or other procedure or proceedings affecting any stock,bond,note or other security. (5) To use attorneys, real estate brokers, accountants and other agents, if such employment is deemed necessary or desirable, and to pay reasonable compensation for their services. (6) To compromise, settle or adjust any claim or demand by or against the Estate and to agree to any rescission or modification of any contract or agreement affecting the Estate. (7) To renew any indebtedness, as well as to borrow money, and to secure the same by mortgaging, pledging or conveying any property of the Estate, _��?. ,� , C� � • � � . � LAST WILL AND TESTAMENT OF MARIE GIBB PAGE 5 including the power to borrow at a reasonable rate of interest. (8) To retain and carry on any business in which the Estate may acquire an interest, to acquire additional interest in any such business, to agree to the liquidation in kind of any corporation in which the Estate may have an interest and to carry on the business thereof, to join with other owners in adopting any form of management for any business or property in which the Estate may have an interest, to become or remain a partner, general or limited, in regard to any such business or property and to hold the stock or other securities as an investment, and to employ agents and confer on them authority to manage and operate the business, property or corporation, without liability for the acts of such agent or for any loss, liability or indebtedness of such business if the management is selected or retained with reasonable care. (9) To register any stock,bond or other security in the name of a nominee, without the addition of words indicating that such security is held in a fiduciary capacity,but accurate records shall be maintained showing that such security is an Estate asset and the Executor shall be responsible for the acts of such nominee. (B) Whenever the Executor is directed to distribute any Estate assets in fee simple to a person who is then under twenty-one(21)years of age,the Executor shall be authorized to hold such property in Trust for such person until he/she becomes twenty-one(21)years of age, and in the meantime shall use such part of the income and the principal of the trust as the Executor may deem necessary to provide for the proper support and education of such person. If such person should die before becoming twenty-one(21)years of age,the property then remaining in trust shall be distributed to the personal representative of such person's estate. (C) In making distributions from the Estate to or for the benefit of any minor or other person under a legal disability, the Executor need not require the appointment of a guardian,but sha11 be authorized to pay or deliver the same to the custodian of such person, to pay or deliver the same to such person without the intervention of a guardian, to pay or deliver the same to the legal guardian of such person if one has already been appointed, or to use the same for the benefit �, . __ _ _ _ • � � . , LAST WILL AND TESTAMENT OF MARIE GIBB PAGE 6 of such person. (D) In the disbursement of the Estate and any division into separate trusts or shares, the Executor shall be authorized to make the distribution and division in money or in kind, or both,regardless of the basis for income tax purposes of any property distributed or divided in kind, and the distribution and division made and the values established by the Executor sha11 be binding and conclusive on all persons taking hereunder. The Executor may in making such distribution or division allot undivided interests in the same property to several trusts or shares. (E) The Executor shall have discretion to determine whether items should be charged or credited to income or principal or allocated between income and principal as the Executor may deem equitable and fair under all circumstances, including the power to amortize or fail to amortize any part or all of any premium or discount, to treat any part or all of the profit resulting from the maturity or sale of any asset, whether purchased at a premium or at a discount, as income or principal or apportion the same between income and principal, to apportion the sales price of any asset between income and principal, to treat any dividend or other distribution of any investment as income or principal, or apportion the same between income and principal,to charge any expense against income or principal or apportion fhe same, and to provide or fail to provide a reasonable reserve against depreciation or obsolescence on any assets subject to depreciation or obsolescence, all as the Executor may reasonably deem equitable and just under all the circumstances. (� If at any time the total fair market value of the assets of any txust established or to be established hereunder is so small that the corporate Trustee's annual fee for administering the trust would be equal to or less than the minimum annual fee set forth in the Trustee's regularly published fee schedule then,the Trustee in its discretion sha11 be authorized to terminate such trust or to decide not to establish such trust, and in such event the property then held in or to be distributed to such trust shall be distributed to the persons who are then or would be entitled to the income of such trust. If the amount of income to be received by such persons is to be determined in the discretion of the Trustee,then the Trustee shall distribute the property among such of the persons to whom the Trustee is authorized to distribute income, and in such proportions, as the Trustee in its discretion shall determine. . /,� ��v--� , , � � , � LAST WILL AND TESTAMENT OF MARIE GIBB PAGE 7 (G) When the authority and power under this Will is vested in two (2)or more Executors, the authority and powers are to be held jointly by the Executors. Only a majority of the Executors may exercise any authority or power granted under this Will or granted by law, and may act under this Will. Any attempt by one such Executor to act under this Will on other than ministerial acts shall be void. The actions of a minority of the Executors under this Will may be validated by a subsequent ratification of the act by a majority of the Executors. SEVENTH: Ri�hts and Liabilities of Executor. (A) No bond or other security shall be required of any Executor. (B) This instrument always shall be construed in favor of the validity of any act or omission by any Executor, and any Executor shall not be liable for any act or omission except in the case of gross negligence,bad faith or fraud. Specifically, in assessing the propriety of any investment of the estate, the overall performance of the entire estate shall be taken into account. (C) Each Executor shall be entitled to receive reasonable compensation for services actually rendered to my estate, in an amount the Executor normally and customarily charges for performing similar services during the time which he/she performs the services. EIGHTH: Tax Elections. In determining the estate, inheritance and income tax liability relating to my Estate, the Executor's decision as to all available tax elections shall be conclusive on all concerned. If the Executor joins with my spouse in filing income tax returns, or consenting for gift tax purposes to having gifts made by either of us during my life considered as having been made one-half by each of us, any resulting liability shall be borne by my Estate and my spouse in such proportions as they may agree. In accordance with IRC Section 2632(a) and without regard to whether a Federal estate tax return is actually filed,my Executor shall allocate so much of the Federal Generation Skipping Transfer Tax exemption as will fully exempt any generation skipping transfer which may occur under this Will. -�'�'I✓-J ' �-���--' LAST WILL AND TESTAMENT OF MARIE GIBB PAGE 8 NINTH: Defmitions and General Provisions. (A) Survival. Any beneficiary, who dies within sixty(60) days after my death shall be considered not to have survived me. (B) Trust Estate. "Trust Estate" means all assets, however and wherever acquired, including income,which may belong to a Trust at any given time. (C) Children. Except for discretionary distributions which may be made unequally among a group of persons and distributions pursuant to a valid exercise of a Power of Appointment, in making a distribution to the children of any person, the property to be distributed shall be divided into as many shares as there are living children of the person and deceased children of the person who left children who are then-living. Each living child shall take one share and the share of each deceased child shall be divided among his then-living descendants in the same manner. A posthumous child shall be considered as living at the death of his parent. (D) Code. Unless otherwise stated, all references in my Will to section and chapter numbers are to those of the Internal Revenue Code of 1986, as amended, or the corresponding provisions of any subsequent federal tax laws applicable to my estate. (E) Other terms. The use of any gender includes the other genders, and the use of either the singular or the plural includes the other. (F� Captions. The captions set forth in this Will at the beginning of the various divisions hereof are for convenience of reference only and shall not be deemed to define or limit the provisions hereof or to affect in any way their construction and application. (G) Powers of Aaaointment Exercised. By this Will I hereby exercise any Power of Appointrnent which I may possess at my death. / �' (� /-J • `/=U� , , � � . , LAST WILL AND TESTAMENT OF MARIE GIBB PAGE 9 IN WITNESS WHEREOF,I, MARIE GIBB, a/k/a F.MARIE GIBB,the Testatrix, have to this my Last Will and Testament, typewritten on ten(10)pages, including the Acknowledgment and Affidavit, set my hand and seal this �i'"' day of August, 2004. ��/���/ii'v� MARIE GIBB, a/k/a F. MARIE GIBB Signed, sealed,published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses hereto, in the presence of the said Testatrix, and in the presence of each other. Each of us further declares that he or she believes the Testatrix to be of sound mind and memory. The preceding instrument consists of this and ten(10)other consecutively numbered typewritten pag 'ncluding the Acknowledgment and Affidavit. �� �' residing at l�/i'1�,b�i i /7' � � f � �X� � (print iame) ` �J�l/z.o--���esiding at ����.i�C, 5�2 ��IC�S� C ��0 4- t�- . r 2 r4�JK..,c-�1 n1U (print name) ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : . SS: COUNTY OF CUMBERLAND : The Testatrix and the witnesses whose names are signed and subscribed to the attached or foregoing instrument,being first duly sworn and qualified according to law, do hereby acknowledge, depose and say to the undersigned authority,that the Testatrix signed and executed the instrument as her Last Will in the presence of the wimesses; that she signed it willingly or willingly directed another to sign it for her; that she executed it as her free and voluntary act for the purposes therein expressed; that each of the witnesses were present and saw the Testatrix sign and execute the instrument as her Last Will; that each subscribing witness in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of their knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. '�y��2�..� 1��1�'�r' Testatrix � _ �G� Witness � ,���--Q., . ��� ��-�,.�C witness Sworn to or affirmed, subscribed to, and acknowledged,before me by the above-named Testatrix and witnesses,this �!�" day of August, 2004. IN WITNESS WHEREOF, I hereunto set my hand and official seal. : c��,�,�� � Notary Publi r--- , _____. � Not�ri$I Seal Vic?oria hA.Ran�in,Notary Public Lemoyne Boro,Cumberland County My Gc3mmission Expires Aug.27,2006 A4��rr,;�F�r �ennsv�va^!r A���;�+�nn Of NOtaries