HomeMy WebLinkAbout11-07-14 PETITION FOR GRANT OF LETTERS
REGISTER OF WILLS OF CIJNIBERI-AND 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 request(s)the grant of Letters in the appropriate form:
Decedent's Information
Name: Margaret A.Grundig File No: � � " ��� '" I L`�Le(
a/k/a: (Assigned by Register)
a!k/a:
a/k/a: Social Security No:
Date of Death: September 19,2014 Age at death: �
Decedent was domiciled at death in W�e County, North Carolina (state) with his/her last
principal residence at g05 Lake Glad Road,Wendell,N.C.27591 Wendell, Wake
Street address,Post Office and Zip Code City,Township or Borough County
Decedent died at g05 Lake Glad Road,Wendell,N.C.27591 Wendell, Wake North Carolina
Street address,Post Office and Zip Code City,Township or Borough County 5tate
Estimate of value of decedent's property at death:
If domiciled in Pennsylvania..... . .. . . . . .. . . . . . . . .. .. .. . All personal property $ 5,000.00
If not domiciled in Pennsylvania. . . . . . . . . . . . .. . . . ...... . Personal property in Pennsylvania $
If not domiciled in Pennsylvania. . . . . . . . . . . . .. . . . ... ... . Personal property in County $
Value of real estate in Pennsylvania.. . . . .. . . . .. . . . .. . .. . . . .... . ... . .. . . . . . . . . . . . . .. . . . . .. . . . $ 326,600.00
TOTAL ESTIMATED VALUE. . . . $ •
Rea1 estate in Pennsylvania situated at: 261 Dorwood Drive,Carlisle,PA 17013 North Middleton Township Cumberland
(Attach additional sheets,if necessary.) Street address,Post Off►ce and Zip Code City,Township or Borough County
� A. Petition for Probate and Grant of Letters Testamentary
Petitioner(s)aver(s)he/she/they is/are the Executor(s)named in the last Will of the Decedent,dated July 26,2001 aud Codicil(s)
thereto dated N.A. Tlus is a Petition for Ancillary Probate. The Decedent died a resident o or aro ina an etters
Testamentary were grante to e Pehhoners m e County,No Caro ma.Exemp e record is attac e .
5tate relevant circumstances(e.g.renunciation,death of executor,etc.)
Except as follows: after the execution of the inshument(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 bom or
adopted;and Decedent was neither the vicrim of a killing nor ever adjudicated an incapacitated person.
Q NO EXCEPTIONS Q EXCEPTIONS
❑ B. Petition for Grant of Letters of Administration (Ifapplicable) �--.� �-
c.t.a.,d.b.n., d.b.n.c.t.a.,pendente lite,d�Rnte absentia�duranl,�rru"�7ontate
-,o. t,� r,� �
If Administration,c.t.a. or d.b.n.c.�a., enter date of Will in Section A above and corri��fle�list o�$eirs.� �
;..� � � << f�
Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds for div��e�d�een establishec�a�adefined
in 23 Pa.C.S. § 3323(g)and was neither the vicrim of a killing nor ever adjudicated an incapacitated person. � .� `'�
:�
Q NO EXCEPTIONS Q EXCEPTIONS �:;
_ i
Petitioner(s),after a proper search has/have ascertained that Decedent left no W ill and was survived by the follorving Spou�e(i€�y)and�hei�3(attach
additional sheets, if necessary): � � � � ►—' -��-= ���
� - �
F—� �
Name Relationshi Adilress --r�
�.
�
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTY OF �"LJ�E�'p'� }
Petitioner(s)Printed Name Peritioner(s)Printed Address
Gail E.Zechman 805 Lake Glad Road,Wendell,NC 27591
Glenn E. Grundig 403 Hunsberger Drive,Limerick,PA 19468
The Peritioner(s)above-named swear(s)or affirm(s)the statements in the foregoing Petirion are true and correct to the best of the knowledge and belief
of Petitioner(s)and that,as Personal Representative(s)of the Decedent,the Petitio s)w' well and truly administer the estate according to law.
Sworn to or affirmed and subscribed before � Date�� Z���i`
me t ' ���� day of � /�'�'l ��� 7���1� � Date �/
..
By: � � �, ,,��k ,���`__ Date
For the Register Date
BOND Required: � • NO To the Register of Wills:
FEES' Please enter my appearance by my signature below:
:_ �?�'�
��"�' Attorne Si nature:
Letters . . . . . . . . . . . . . . . . . . . . . . $ � Y g
( ..�% ) Short Certificate(s). . . . . .
( )Renunciation(s).. . . . . . . .
( )Codicil(s). . . . . . . . . . . . . `�
( )Affidavit(s).. . . . . . . . . . . �"� "�y
Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name: Robert G.Frey � �,, �
Commission. . . . . . . . . . . . . . . . . . Supreme Court .�- a .-� ���t n
46397 �? -�- <'�
Other . . . . . . .
ID Number: 4�'� -�� `-=�' �
tX� ' . . . . . . . �-('? . C`�I� � - c> - ' :r
. . . . . . . Firm Name: Frey&Tiley . _ 1� y>ro
�South Hanover Street ��j
, , , , , , , , Address: -,
Carlisle,PA 17013 �' _ === � -��-t
�a V.;:;� �r�
. . . . . . . 717-243-5838 """
. . . . . . . . Phone: " E---+ ,^� C�
Automation Fee. . . ���- ��-'' Fax: 717-243-6441 O `'�
. . . . . . . . . . . .
JCS Fee. . . . . . . . . . . . . . . . . . . . . ��-�-Z' Email: rfrey@freytiley.com
TOTAL. . . . . . . . . . . . . . . . . . . . . $ '7C"'. :�6--
DECREE OF THE REGISTER
Estate of Maz'g�'et A.Grundig File No: `Z I � � �� ' ( �.-��C �
a/k/a:
AND NOW, � ���� �� �L'����`l�P� , 2�'�I�- ,in consideration of the fore oing Petition,
satisfactory proof having been presented befare me,IT IS DECREED that Letters Testamentary — ,I�}�Ct��Q��I
are hereby granted to Gail E.Zectunan and Glenn E. Grundig
in the above estate and(if applicable)that
the instrument(s) dated luly 26,2001
described in the Petition be admitted to probate and filed of re rd as the last Wi11(and Codicil(s)) of Decedent.
� � , i , (_ �l C'( � ' G�
J �
� egister of Wills � _�� �' ' �� ' I�"��� �% (�, -�L� � :
1�,. r� f
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, �TAT� OF NORTH CAROLINA
In The General Court Of Justice
EXEMPLIFICATION
WAKE Count
y U.S.Code Title 28-1738
As Clerk of the Superior Court of this County, State of North Carolina, I certify that the attached copies of the documents
described below are true and accurate copies of the originals now on file in this office.
NumberAnd Description OfAttached Documents
WAKE COLJNTY FILE NLTMBER 14-e-3109. THE ESTATE OF Margaret Grundig .
NINETEEN ATTACHMENTS WHICH ARE: BILL OF COST, LEAD SHEET, INVENTORY,
AFFIDAVITS,LETTER, ORDER AUTHORIZING LETTERS, OATH,APPLICATION,
CERTIFICATE OF PROBATE LAST WILL AND TESTAMENT AND DEATH
CERTIF C`' �T
oate TOBER 31, 2014
_ Signature
Name(Type Or Pri
DEBRASTEPHENS
� Depury CSC ❑ Assistant CSC ❑Clerk Of Superior Court
As a Judge of the General Court of Justice, State of North Carolina, I certify that the signature appearing above is that
of the Clerk, Assistant Clerk, or Deputy Clerk of Superior Court for this County, who is duly sworn. I further certify that
the seal affixed to the certificate appearing above is the seal of this Court and that it has been used here in good form
by the proper officer.
,.__, �...
� �_:� �
�
�
Date ^�- _....,. �'1 �.j
OCTOBER 3;�' �14 �_-� _� �-?
Signature f ud e ` e k�
i �'�-' � P'i-�
�
Name OlJudge(Type Or Prinq • - . ;"�
�
.r ;�
� �+'l
HOWARD MA' ; ING f—. --:: c>
..__
._.; }---j r._ r-�i
. f--+ v� c>
As Clerk of the Superior Court of this County, State of North Carolina, I certify that the signature ap�pearing above is that
of a duly sworn Judge of the General Court of Justice, State of North Carolina.
0
Date
OCTOBER 31, 2014
Signature �
Name Of Clerk(Type Or Prin)
NICKOLAS SHERRILL
� Assistant CSC ❑ Clerk Of Superior Court
AOGG-102, Rev.4/97
OO 1997 Administrative Office of the Courts
File No.
STATE OF NORTH CAROLINA 14-E-3109
In The General Court Of Justice
WAKE County Superior Court Division
Name Of Decedent/lncompetent/Minor/Trust
MARGARET A.GRUNDIG ESTATES BILL OF COSTS
Date of Death/Adjudication
09/19/2014 G.S.7A-307,-311
Date Paid Amount Due Comment
I. GENERAL COURT OF JUSTICE AND FACILITIES FEES
Qualification-Estate,Guardianship,Trust($120�
Probate of Will without qualification ($30)
Limited Personal Representative(Testate,$50;Intestate,$20)
Estate, Guardianship-Min.$15, Max.$6,000,� Trust-Min.$20, Max.$6,000)
Inventory($4 per$1,000 of Part i assets)
1st Annual Accounting($4 per$1,000 of new assets)
2nd Annual Accounting($4 per$1,000 of new assets)
3rd Annual Accounting($4 per$1,000 of new assets)
4th Annual Accounting($4 per$1,000 of new assets)
5th Annual Accounting($4 per$1,000 of new assets)
6th Annual Accounting($4 per$1,000 of new assets)
7th Annual Accounting($4 per$1,000 of new assets)
Sth Annual Accounting($4 per$1,000 of new assets)
9th Annual Accounting($4 per$1,000 of new assets)
10th Annual Accounting($4 per$1,000 of new assets)
Final Accounting($4 per$1,000 of new assets)
II. REOPENED ESTATES Final Accounting
IIi. MISCELLANEOUS ESTATE FEES
Filing Will-No Probate(1st page$1 and 25 cents each additional)
Docketing and Indexing Will Probated in Another NC County
Issuing Additional Letter($1 per extra letter)
Issuing Additional Letter($1 per extra letter)
Inventory of Safe Deposit Box($15 per day)
Administering Oath ($2)
Year's Allowance($8)
Deficiency Judgment($3)
Deficiency Judgment($3)
Postage(beneficiary notices,returned acct,etc.)
Postage(beneficiary notices,returned acct,etc.)
Other:
Other:
IV. ADDITIONAL EXPENSES Date County
Officer Service Fees 1
($30 per service) z
3
4
Motion Fee ($20 for Motions and Petitions)
Caveat($200)
/ Estate Name File No.
MARGARET A.GRUNDIG 14-E-3109
LEAD DOCUMENT FOR SCANNING
AUDIT TRAIL
Date Filed Description Date Filmed Film No.
10/6/2014 PROB ,�..,(p�(lt 'l{—��� �
File No.
STATE OF NORTH CAROLINA 14-E-3109
In The General Court Of Justice
WAKE COUnt Superior Court Division
Y Before the Clerk
IN THE MATTER OF THE ESTATE OF:
Name
MARGARET A.GRUNDIG LETTERS
TESTAMENTARY
G.S.28A-6-1;28A-6-3;28A-11-1; 36C-2-209
The Court in the exercise of its jurisdiction of the probate of wilis and the administration of estates, and upon application of
the fiduciary, has adjudged legally sufficient the qualification of the fiduciary named below,and orders that Letters be
issued in the above estate.
The fiduciary is fully authorized by the laws of North Carolina to receive and administer all of the assets belonging to the
estate, and these Letters are issued to attest to that authority and to certify that it is now in full force and effect.
Witness my hand and the Seal of the Superior Court.
Name And Address Of Fiduciary 1 Date Of Qualification
GAIL E.ZECHMAN ]0/06/2014
805 LAKE GLAD ROAD
Clerk Of Supenor Court
WENDELL,NC 27591
N.LORRIN FREEMAN
TiUe Of Fi duciary 1
CO-EXECUTOR EX OFFICIO JU DGE OF PROBATE
Name And Address Of Fiduciary 2, Dafe Of/ssuance
GLENN E.GRiJNDIG 10/06/2014
403 HUNSBERGER DRIVE signature
LIMERICK.PA 19468
Title Of Fiduciary 2
CO-EXECU TOR � Deputy CSC ❑ Assistant CSC ❑ Cle�k Of Superior Court
SEAL
NOTE: This letter is not valid without the official seal of the Clerk of Superior Court.
AOC-E-403,Rev.7/06
O 2006 Administrative Office of the Courts
STATE OF NORTH CAROLINA FileNo.
14-E-3109
In The General Court Of Justice
WAKE COunty Superior Court Division
Before The Clerk
IN THE MATTER OF TNE ESTATE OF:
Name Of Decedent/MinorAncompetent/Trust
MARGARET A.GRUNDIG ORDER AUTHORIZING
ISSUANCE OF LETTERS
G.S.28A-6-1;35A-1215,-1226;36C-2-209
The Court finds from the Application for Letters in the matter named above that the Fiduciary is entitled and is not disqualified to
administer the estate,trust, or guardianship.
Based on these findings,the Court orders that Letters be issued to the Fiduciary in this matter.
Name And Address Of Fiduciary 1 Dafe Of Qualification
GAIL E.ZECHMAN 10/06/2014
805 LAKE GLAD ROAD
WENDELL,NC 27591 C�erk ot Supenor Court
N.LORRiN FREEMAN
Title OfFiduciary�
CO-EXECUTOR EX OFFICIO JUDGE OF PROBATE
Name And Address Of Fiduciary 2 Date
GLENN E. GRLTNDIG 10/06/2014
403 HUNSBERGER DRIVE "
Signature
LIMERICK,PA 19468 n j �'�
. t
Title Of Fiduciary 2 f �`i
C�-EXECU,J.�R �Assistant CSC ; �Clerk Of Superio Court
AOGE-402,Rev.8/12
O 2012 Administrative Office of the Courts
STATE OF NORTH CAROLINA , File No. �� �- ���
= - In the General Court of Justice
Wake County - - Superior Court Division
., t;�
„�" Before The Clerk
IN THE MATTER OF THE ESTAT�DF:,'' �� `"
Name of Decedent/MinoNlncompetent/Trust DATH/AF F I RMATI O N
Margaret A. Grundig _
---- N.C.Constitution,Art.VI.,Sea 7;G.S. 11-7, 11-11;28A-7-1
I, the undersigned, do solemnly � swear ❑ affirm that I will support and maintain the Constitution and laws
of the United States, and the Constitution and laws of North Carolina not inconsistent therewith; that I will be faithful
and bear true allegiance to the State of North Carolina, and to the constitutional powers and authorities which are or
may be established for the government thereof; and that t will endeavor to support, maintain and defend the
Constitution of said State, not inconsistent with the Constitution of the United States, to the best of my knowledge and
ability; and that I will faithfully discharge the duties of my office as indicated below;
� so help me, God. ❑ and this is my solemn affirmation.
(check office below)
❑ OATH OF ADMINISTRATOR
1 ❑ swear ❑ affirm that I believe that the above named decedent died without leaving any Last Will and
Testament; that I will well and truly administer all and singular the goods and chattels, rights and credits of the
deceased and a true and perfect inventory thereof return according to law; and that all other duties appertaining to
the charge reposed in me, I will well and truly perform, according to law and with my best skill and ability;
❑ so help me, God. ❑ and this is my solemn affirmation.
� OATH OF EXECUTOR
I � swear ❑ affirm that I believe this paper writing to be and contain the Last Will and Testament of the above
named decedent; and that I will well and truly execute the same by first paying the decedent's debts and then the
decedenYs legacies; as far as the said estate shall extend or the law shall charge me; and that I will well and
faithfully execute the office of an executor, agreeably to the trust and confidence reposed in me, and according to
law; �so help me, God. ❑ and this is my solemn affirmation.
❑ OATH OF ADMINISTRATOR CTA
I ❑ swear ❑ affirm that I believe this paper writing to be and contain the Last Will and Testament of the above
named decedent; and that I will well and truly execute the same by first paying the decedenYs debts and then the
decedent's legacies, as far as the said estate shall extend or the law shall charge me; and that I will well and
faithfully execute the office of an administrator cta to the best of my skill and ability and according to the law;
❑ so help me, God. ❑ and this is my solemn affirmation.
❑ OATH OF FIDUCIARY
I ❑ swear ❑ affirm that I will faithfully and honestly discharge the duties reposed in me according to the best of
my skill and ability, and according to law; ❑ so help me, God. ❑ and this is my solemn affirmation.
Name of Fiduciary 1 Name of Fiduciary 2
Gail E. Zechman Glenn E. Grundi
Signa re o iducia Signatu o �duciary
SWORN ❑ FIRMED AND SUBSCRI6ED TO BEFORE ME � WORN ❑AFFIRMED AND SUBSCRIBED TO BEFORE ME
Date�,, � / Date � � `
`� l<-�
g ,��q R��,�y�n ied minister Oaths 'gn e of P rson Autho ed minister Oaths "��)I
� _ \���1 1���
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[�beputy CS �s�nt C Clerk of Superior Court ❑Deputy CS ❑Assistant C C,�c o uperior Cour�l����
� a��py Cor�nission Expires Date My Co miss� n Expires ,` N �
� Notary � � 1� � �l�"otary
_4 ps —
��AL � nt lyh\ Notarized County W ere tarized �p $��r A `
� Wakea�� Wake � �t �
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aoc-�a p����Q�`�� ��'/,ON CO�N�y�`�
OO 2007 Admims�rative Office of the Courts Oriqinal-File ��<<►F���
(TYPE OR PRINT lN BLACK lNK) , File No. ��
STATE OF NORTH CAROLINA _. -
� In The General Court of Justice
Wake County Superior Court Division
- ��� t - Before The Clerk
� �- _ ;�, �
IN THE MATTER OF THE ESTATE OF:
Name, StreetAddress, City, State And zip Code of Decedent - APPLICATION
Margaret A. Grundig
805 Lake Giad Road
- -- FOR PROBATE AND LETTERS
Wendeil, NC 27591 �TESTAMENTARY ❑ OF ADMINISTRATION CTA
Social Security No. (Last Four Digits) County of Domicile At Time of Death
7173 Wake G.S.28A-6-1;28A-12-4;31-16; 105-22
Date of Death Date of Will And Codicil(s)If Any Place of Death(If Different From County of Domicife)
09/19/2014 07/26/2001
Name, Street Address,PO Box, City, State And Zip Code of Applicant Name, St�eet Address,PO Box, City, State And Zip Code of Co-Applicant
Gail E. Zechman Glenn E. Grundig
805 Lake Glad Road re�epnone No. 403 Hunsberger Drive Telephone No.
Wendell, NC 27591 919-730-1193 Limerick, PA 19468 610-999-1487
Legal Residence(County, State) Legal Residence(County, State)
Wake Count , North Carolina Mont ome Count , Penns Ivania
Name, Street Address,PO Box, City, State And Zip Code of Attomey Attorney Bar No.
C. Terrell Thomas, Jr. 20799
200 N. Pine Street- P.O. Box 729 Te/ephone No.
Wendell, NC 27591 919-365-6000
I, the undersigned, applying for probate and for letters in the above estate, being first duly sworn, say that:
1. The decedent was domiciled in this county at the time of the decedenYs death, or left property or assets in this county,
or was a nonresident motorist who died in North Carolina; no other proceeding for probate or for administration is
pending in any jurisdiction.
2. The decedent left the paper-writing(s) purporting to be the decedenYs Last Will and Testament ❑and codicil(s),
dated as shown above.
3. � a. I am an executor,devisee or legatee named in the will,or a next-of-kin or creditor of the decedent.
❑ b. I am the person entitled to apply for letters or am applying after all persons having prior right to apply have
renounced.
❑ c. I am applying subject to G.S. 28A-6-2 (1)and move that all necessary citations be issued.
❑ d. I am the public administrator appointed by the Court.
4. I am not disqualified pursuant to G.S.28A-4-2 to administer the estate and have not renounced my right to do so.
5. Following the execution of the will there were no children born to or adopted by the decedent, and the decedent did not
thereafter marry or obtain a divorce. (If the facts are otherwise,state them on an attachment.)
6. After diligent inquiry, I have determined that the persons listed below are all the persons entitled to share in the
deCedenYs estate. (!f there is a court-appointed guardian for any such person(s),list the guardian's name and address on an attachment)
NAME AGE RELATIONSHIP MAILING ADDRESS
Gail E.Zechman 18+ child 805 Lake Glad Road,Wendell, NC 27591
Glenn E. Grundi 18+ child 403 Hunsber er Drive, Limerick, PA 19468
AOC-E-201,Rev.4/08 Original—File Copy—Applicant
OO 2008 Administrative Office of the Courts (Preliminary Inventory on Reverse)
f r � a
PRELIMINARY INVENTORY
(Give values as of date of decedents death Continue on se arate attachment if necessa .
�`� " � �� PART I. PROPERTY OF THE ESTATE � �'� �`��='��� �° �` �'`� �°�
�; �� ���`a: �a��
. : < •: ._: , . < a. n
1. Accourts in sole name of decedent(�ist bank,etc., each account no.and balance.) Est. Market Value
$
Orrstown Bank Checkin 1.00
PNC Bank Checkin 1.00
2. Joint accounts without right of survivorship (List bank,etc.,each account no.,balance and'oint owners.
Wells Far o Checkin 100%Owned B Dec. 1.00
%Owned B Dec.
%Owned B Dec.
%Owned B Dec.
3. Stockslbonds/securities in sole name of decedent or jointly owned
without right of survivorship................................................... 100%Owned B Dec. 1.00
4. Cash and undeposited checks on hand................................................................
5. Household furnishings...................................................................................... 1.00
6. Farm products, livestock,equipment and tools......................................................
7. Vehicles........................................................................................................ 1.00
8. Interest in partnership or sole proprietor businesses...............................................
9. Insurance, Retirement Plan, I.R.A.,etc., payable to Estate.......................................
10. Notes,judgments,and other debts due decedent..................................................
11. Miscellaneous personal property........................................................................
12. Rea�estate willed to the Estate............................................ $ :_ �.:� - '�'�� .� -. '
13. Estimated annual income of Estate.....................................................................
ease bond on this amount,if a licable. TOTAL PART I. ► $ 6.00
' �: PART II, PROPERTY WHICH CAN BE ADDED TO ESTATE IF NEEDED TO PAY CLAIMS �_��,��,.;r�'
1. Joint accounts with right of suNivorship (List bank,etc., each account no.,balance&joint owners.)
$
2. Stockslbonds/securities registered in beneficiary form and immediately transferred on death or jointly
owned with right of survivorship ............................................................................................. 1.00
3. Other personal property recoverable(G.S.28A-15-10)................................................................
4. Real estate owned b decedent and not listed elsewhere............................................................ 1.00
TOTAL PART II. ► $ 2.00
:'�' �rm � PART II1. OTHER PROPERTY -r�< ��'���� �`��_ ��"m��:
"�..., `�' S.-h_. . ,,�rt .: � -.:��-;: 'i'
1. There ❑ is � is not entireties real estate owned by decedent and spouse ... ........ ........... "�����'��������� �
2. There � are ❑are not Insurance, Retirement Plan, I.R.A., accounts, annuities etc., payab�e to ������,����}�:�� '� >�
.... . .. . .. . . .. . .. .............. ���fr ����� ��
named beneficiaries ....................................................... . . . . . . . . . . z���� ' �,� ,
3. There ❑ is � is not a otential claim for wron ful death arisin under G.S.28A-18.2 ............ �. �����'`�` � _�°� � ',
P 9 9 �x��.: ...�`'��� ,�
Signature of lican � Signat o o-App�nt
SWO NlAFFIRM D AND SUBSCRIBED TO BEFORE ME SWORN/AFFIRMED AND SUBSCRIBED TO BEFORE ME
p� lC1Y �iA tu f Pe on Authorize to minister Oaths DaJ� � �� Si n e of Person Authori d to rnister Oaths
F � .� (� �
�uty CSC ❑Ass��i1J.CSC Clerk of per' Court ❑Depu y CSC ❑Assistant CSC X o�/ti�
� � issio� xpires Date Com ission xpires �� � ���
�lvotary D o�� �7 �O oj� � � N 4 "
� L �uft�c here c}jarized County Where N tarized = � SEAL�
� Wake C► � Wake =`"
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a,oc-�Q��R����c�3roa �y�, �?V�
0 2oos Ac�d� �f � QT�lc�e of the Courts �i�rQ ��
�i�H�COUN\���
File No.
STATE OF NORTH CAROLINA 14-E-3109
In The General Court Of Justice
WAKE COUnty Superior Court Division
Before The Clerk
IN THE MATTER OF THE ESTATE OF:
Name Of Decedent
MAR�ARET A.GRutvDt� CERTIFICATE OF PROBATE
Date Of Purported Will
07/26/2001 G.S.28A-2A-6
Date(s)Of Codicil(s)
A paper-writing dated as indicated above, purporting to be the Last Wili and Testament or codicil(s)thereto of the above-named
decedent, has been exhibited before me. Sufficient proof of the due execution thereof has been taken in the self-proving paper-writing or
as set forth in the accompanying affidavits which are incorporated and made a part hereof.
It is adjudged that the paper-writing and every part thereof is the Last Will and Testament or codicil(s)thereto of the decedent,and the
same is ordered admitted to probate.
Date
10/06/2014
Signature ' + l P.
E� �; rt f �,,
�Assistant CSC ��le Of Supenor Courf
AOC-E-304,Rev.6/14
�O 2014 Administrative Office of the Courts
. . . _ � � . � j � ���i
LAST WILL AND TESTAMENT
- -0..�',.. -
MARGARET A. GRUNDIG
I, MARGARET A. GRUNDIG, of 261 Dorwood Drive, Carlisle, Cumberland County,
Pennsylvania,being of sound and disposing mind,memory and understanding,do make,publish and
declare this to be my Last Will and Testament,hereby revoking and making void all previous Wills
and Codicils heretofore made by me.
1
I order and direct my personal representative hereinafter named to pay all of my just debts,
funeral expenses and expenses involved or connected with the administration of my estate as soon
after my death as is reasonably possible. However, my personal representative need not accelerate
and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more
advantageous to retain or renew and pay as they become due and payable. If I do not own a burial
plot or a grave marker at the time of my death,I authorize my personal representative, in his,her or
,
its sole discretion,to purchase a burial plot and to erect a suitable grave marker at my grave, and to
expend sums from my estate for this purpose.
2
I give, devise and bequeath all of my estate together with all insurance proceeds thereon of
whatsoever nature and wheresoever situate to be divided as follows:
a. I give, devise and bequeath one-half (%2) of my estate to my son, GLENN E.
GRUNDIG,of 377 Poplar Avenue,Apartment N492,Devon,Pennsylvania 19333. Should my son,
GLENN E. GRUNDIG, predecease me or die on or before the sixtieth (60th) day following my
1
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LAST WILL AND TESTAMENT OF MARGARET A. GRUNDIG
death, then I give, devise and bequeath this share, together with all insurance proceeds thereon of
whatsoever nature and wheresoever situate, in equal shares to the biological children of my son,
GLENN E. GRUNDIG. Should my son, GLENN E. GRUNDIG, predecease me or die on or
before the sixtieth(60th) day following my death and not have any biological children, then I give,
devise and bequeath this share, together with all insurance proceeds thereon of whatsoever nature
and wheresoever situate,to my daughter,GAIL E.ZECHMAN,of 805 Lake Glad Road,Wendell,
North Carolina 27591.
b_ I give, devise and bequeath one-half(%z) of my estate to my daughter, GAIL E.
ZECHMAN. Should my daughter, GAIL E. ZECHMAN,predecease me or die on or befare the
sixtieth(60th)day following my death,then I give,devise and bequeath this share,together with all
insurance proceeds thereon of whatsoever nature and wheresoever situate, in equal shares to the
biological children of my daughter, GAIL E. ZECHMAN.
It is further my desire that my personal representative, after consultation with any heir or
heirs of mine who survive me, and in his, her or its own discretion, choose such articles from my
, angible personal property (exclusive of cash, stock certificates, bonds, and all other tangible
evidences of intangible personal property)as he,she or it believes will be useful to such heir or heirs
or desirable for him ar her or them to have,either from a sentimental point of view or otherwise,and
to deliver such articles to such heir or heirs or among such heirs in equal or unequal shares as
` determined by the further exercise of his,her or its discretion,provided no other heir objects to the
distribution. All tangible personal property not so distributed is to be sold, either publicly or
privately, by my personal representative, adding the proceeds of such sale or sales to my residuary
estate and to be disposed of in equal shares among my surviving heirs after payment of my estate
debts, taking into account the tangible personal property otherwise provided to them.
�
2
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LAST WILL AND TESTAMENT OF MARGARET A. GRUNDIG
3
I nominate,constitute and appoint my son-in-law,GREGORY S.ZECHMAN,as Guardian
of any property which passes to any of my grandchildren due to my death. If GREGORY S.
ZECHMAN is unable or unwilling to serve as Guardian of said property,I nominate,constitute and
appoint my son, GLENN E. GRUNDIG, as Guardian of any property passing to any of my
grandchildren due to my death. Said Guardian shall have the power and authority in their discretion
to apply income or principal to the support and education of said children,and to make payments for
these purposes. I direct that no Guardian shall be required to give or post bond for the faithful
performance of the Guardian's duties in this or any other jurisdiction.
4
Any devise or distribution under this Last Will and Testament which is payable to any
beneficiary who may be under TWENTY-FIVE(25)years of age or,in the judgment ofmy personal
representative, mentally disabled, shall be held in a separate trust by the Guardian referenced in
s Paragraph 3 above as Trustee until such beneficiary reaches TWENTY-FIVE (25) years of age
during such period of disability. In the case of a beneficiary under TWENTY-FIVE (25)years of
age,the Trustee may distribute up to one-half(%z) of the then remaining principal and accumulated
income on the request of the said beneficiary,at or after attaining TWENTY-ONE(21)years of age;
, and up to the entire remaining balance of principal and accumulated interest at or after attaining
� TWENTY-FIVE(25)years of age. During the term of any trust created pursuant to this Paragraph,
the Trustee is authorized to expend and apply so much of the net income and principal of each such
trust as the Trustee shall consider advisable for the health, maintenance, support, and education
(including college education, undergraduate and graduate) of each such beneficiary until he ar she
attains TWENTY-FIVE (25}years of age, or until all such amounts are paid out of trust. I direct
that no Trustee shall be required to give or post bond for the faithful performance of the Trustee's
duties in this or any other jurisdiction.
3
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LAST WILL AND TESTAMENT OF MARGARET A. GRUNDIG
5
I grant my personal representative the following powers in addition to and not in limitation
of such powers as my personal representative shall hold by law:
(a) To retain all property received including the stock of any corporate fiduciary acting
hereunder, provided such property remains productive.
(b) To join in any corporation, partnership, recapitalization, merger, reorganization or
voting trust plan; to delegate authority with respect thereto; to deposit investments
under agreements and pay assessments; and generally to exercise all rights of
investors, including but not limited to, the voting of shares.
(c) To manage, operate,repair, improve, mortgage or lease on any terms any real estate
held or owned by my estate.
(d) To operate any business that I may own at my death.
(e) To invest any funds of my estate in any stocks, bonds, notes or other securities or
� property, real or personal, without regard to the principle of diversification or any
other statute or general rule of law in his, her or its absolute discretion, it being my
intention to give mypersonal representative the broadest investmentpowers possible,
providing such investments do not unnecessarilyprevent theprompt settlement ofmy
• estate.
(fl To sell or otherwise dispose of any property,real or personal,tangible or intangible,
at any time forming a part of my estate in any manner and on such terms and
conditions as my personal representative shall see fit in his, her, or its absolute
discretion.
(g) To borrow money for the payment of taxes or for any other proper purposes in the
administration of my estate, and to mortgage or pledge estate assets as security.
(h) To compromise claims without court approval including, but not limited to, any
controversies with the United States of America or the Commonwealth of
4
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LAST WILL AND TESTAMENT OF MARGARET A. GRUNDIG
Pennsylvania concerning estate and inheritance taxes on any interests that maypass
under this my Last Will and Testament.
(i) To distribute in cash or in kind upon any division or distribution of my estate.
(j) To undertake any and all acts deemed necessary and proper by my personal
representative for the proper, advantageous and prompt management of the
settlement of my estate.
(k) In general, to exercise all powers in the management of my estate which any
individual could exercise in the management of similar property owned in his own
right, upon such terms and conditions as to him, her or it may seem best and to
execute and deliver all instruments and to do all acts which he, she or it deems
necessary or proper to carry out the purposes of this, my Last Will and Testament.
• 6
No interest of any beneficiary of my estate, either in income or in principal, shall be subject
to anticipation or pledge, assignment, sale or transfer in any manner,nor shall any beneficiary have
the power in any manner to charge or encumber his interest either in income or principal,nor shall
the interest of any beneficiary be liable or subject in any manner while in the possession of my
personal representative for the liability of such beneficiary.
7
I nominate, constitute and appoint my children, GLENN E. GRUNDIG and GAIL E.
ZECHMAN, as Co-Executors of this my Last Will and Testament. In the event my children are
deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I
nominate,constitute and appoint MICHAEL J.HANFT,ESQUIRE,as personal representative of
this my Last Will and Testament. I direct that my personal representative shall not be required to
give or post bond for the faithful performance of his,her or its duties in this or any other jurisdiction.
5
LAST WILL AND TESTAMENT OF MARGARET A. GRUNDIG
I � F3���
8
I hereby declare it to be my express desire that my personal representative employ the law
firm of Michael J. Hanft, Esquire, of Cumberland County, Pennsylvania, for legal advice and
assistance regarding this my Last Will and Testament, they having considerable knowledge of my
affairs,views and wishes respecting any matters that may arise at the probate of this instrument,the
administration of my estate, and the execution of the powers herein mentioned. Any mention of
Michael J. Hanft, Esquire in this my Last Will and Testament, is my free and voluntary act and
through no influence by any person.
IN WITNESS WHEREOF,I have hereunto set my hand to this my Last Will and Testament
this ���t day of ��"y 2001.
,
WITNESS:
` � �
,
i Margar A. Grundig
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6
LAST WILL AND TESTAMENT OF MARGARET A. GRiJNDIG
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ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVAIVIA :
: SS.
COUNTY OF CUMBERLAND :
I, Margaret A. Grundig, the Testatrix,whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed
it as my free and voluntary act for the purposes therein expressed.
�. �
argare A. Grundig
Sworn or affirmed and acknowledged before me by Margaret A. Grundig, the Testatrix,
this �2�I,�J day of � „� � , 2001.
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LAST WILL AND TESTAMENT OF MARGARET A. GRUNDIG
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA :
: SS.
COUNTY OF CUMBERLAND :
WE, �'t r ar.�,� <T. f��,--; and �.�llc� �. ���� ,the
�
witnesses whose names are attached to the foregoing document, being duly qualified according to
law,do depose and say that we were present and saw Margaret A.Grundig,the Testatrix,sign and
execute the instrument as her Last Will and Testament; that she signed willingly and that she
executed it as her free and voluntary act for the purposes therein expressed; that each subscribing
witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and
that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound
mind and under no constraint or undue influence.
.
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Sworn or affirmed and subscribed before me by ����'��- �7- l-��'v''% and
�/j�, � ���2,�� this�day of ' % , 2001.
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