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HomeMy WebLinkAbout09-20-07 Register of Wills of Cumberland County PETITION FOR PROBATE and GRANT OF LETTERS Estate of Helga H. Koti also known asnla No. To: ~ \ at D~ s9 , Deceased. Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Social Security No. 459-54-9953 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, and the execut~ named in the last will of the above decedent, dated January 6, 1999 , 20 and codicil(s) dated nla (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Lower Allen Township, Cumberland Pennsylvania, with h~last family or principal residence at 817 Upland Street, Lower Allen Township, Mechanicsburg, Cumberland County, Pennsylvania 17055 (list street, number and municipality) County , Decedent, then ~ years of age, died Allgust 27 , 20~, at E. Pennsboro Twp, Cumberland Co, PA Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 817 Uoland Street Mechanicsbura PA 813 Uoland Street. Mechanicsbura. PA 4708 Florence Avenue. Mechanicsbura. PA $ 1,500.00 $ $ $ 180,000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate ofthe last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) ,h,reon. '!i!. ~~...S! 3) ofPetitioner(s) Daniel P. Koti 1139 Rana Villa Avenue Camp Hill, PA 17011 Residence(s) ofPetitioner(s) '7;'] . ~C1 . ,-,Iii Iv lbl 'C('~, il7iHddO >r:i;iJ L2 :01 Hi 02 d3S LDuZ ~koJ..._~~ Register of Wills CiLp MddPtr- . Register of Wills of Cumberland County OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } SS: COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that 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 above decedent petitioner(s) will well and truly administer the estate according to Iff"--, Sworn to or affirmed and subscribed {~ W b Be(ore j!,e thi~ dD day of Daniel P. Koti W~rr-.~J\.... ,20 6, ~~ No. ~\ (:) l. <::>8'"S'I Estate of Helga H. Koti , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~,~~ () 20~, in consideration of the petition on the reverse side hereof, satisfactory proo having been presented before me, IT IS DECREED that the mstrument(s), dated January 6, 1999 , described therein be admitted to probate filed of record as the last will of Helga H. Koti ; and Letters are hereby granted to Daniel P. Koti FEES Probate, Letters, Etc. ............. Will............................. .... Renunciation...................... . Short Certificates (l) ............ JCP................................ .. Automation Fee................... Bond............................. .... Total ~ loOoC }Soo Attorney (Sup. Ct. J.D. No.) 4833 Spring Road Shermans Dale, PA 17090 Address Mark W. Allshouse, Esquire (# 78014) $ $ $ $ $ $ $ $ ~'800 \ 000 SeD (717) 582-4006 3\5oU TO lU('['(. c: [",-",-"..I\.JO 01 ~v~_.' .....;/1 I \' I I ~..j'" Filed 20 Phone LZ :01 H~ 02 d3S LOOZ '" ~. I ~ HIOS.X05 REV (01107) LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $6.00 P 13857620 Certification Number This is to certify that the information here given ii correctly copied from an original Certificate of Dealt duly filed with me as Local Registrar. The origina . certificate will be forwarded to the State Vita Records Office for permanent filing. /) h1~AUGZ9Z007 ~/< - / / Local Registrar Date Issued o So '~~ ;~</) >".: ~~.......) C:;., = --.I (/) rr: \J N <::) >~2 (=) . _< ::d ---II :Po ..... -* 6 N co :D :~ --i ..;> REV 1112006 I PRINT IN 'MtlENT .CKINK COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH (See Instructions snd examples on reverse) 1._0I_(F...._.Ia8I..uIIb<) Helga H, Koti 5.Aij8(lAslllirtl1day) 73 12. Was_I.....lnthe u.s. _ Forces? DYos ~ 13. Oeeedenl'. Education (Spedfy only hlghesl grade COl1'l>Ieted) Eleiiry/_ry(O-121 1 College (l-4ors..) Old_' Uvelna Township? 6. Oal. 01 810111 Month. do . ~ 7.BiIlh!JIa<e( . and_or Vrs. Apr. 17,1934 Sb. County of Deeth Cumberland 8d. FaciIIy Name (ff nallnaUMion. rj<e _land ru.mbeIl East Pennsboro Golden Living Center l'._'Ut<.OI _01 lie. COnal_rei Kind 01 Work Ki1d0l_/1nduIIry housewife own home . 18. Oeeedenl'. MalIng _ (S1rwel, city 1_. ...... zip code) 817 Upland St. Mechanicsburg,PA 17055 ~~ Ha.Stale PennsYlvania 17'o.County Cumberland 17c.[2fVes._L.ived1n Lowlilr All'ir:l 17d.o No. _lOed within AduaJ liml1s 01 TWfJ. Ciy 1 Boro Herwarth Schuffelhauer 2Qa.Infom1ant'. Name ITY\>8I Plil\tl Daniel Koti 19._.Name(FIrsI._.__1 Frieda Megow 201>. In_sMaiIngA_(~clty/_.SIate,z~_) 1139 Rana Villa Ave.,Camp Hill,PA17011 21e. Placeol~ (Name oIcemeteIy. orsmalory or olher place) 21d. localion (Ciy/_, Slate. z~codel Evans Cremation Service Leola,PA17540 18, Father's Name (First, midde. last, suffix) eompooe '- 238-0 when cer1llying phj1ielanilnaI_attill1eoldesth10 CO<\Ifyceuse 01_. '- 24-28 must be """"""'" by person whoP'"""""*'deslh. I AppI'oximateinterval: I OnsettoOeath. I I c. Due to (or as a consequence 01): 300. was an Autopsy Pot1ormed'I OVes ~ d. 300. Wers Autopsy Rrdngs A"iablePrlorIOCornpIeIlon 01 Ceuse of Oealh'l o Ves erNe 3211. T... 01 Injury 31. M7 of Desth I!(- D- O- DPendlnglllYOStigation o SuiOde 0 Could Not be 0._ M. 338. Call1lier(c/led(onIyonll) . canIlyIng ""'atclan (Physieian cer1ifyIng cause of deelh _ another phyBlcian has pronounced death end oornpIeled Item 23) To ItIebesl 01 my -.. __ due \0 IbI cauao(a) and _U a1alld.. _ __ _ _ _ _ _ _ _ _ _ _ _ _ - _ _ ___ __.- __ - _ - -_ ;::=:,':=~: ~::~::'~~olOU:~:'a~ manner.. alalld.. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0 . =' ~ ~c: and I or InYettigItton, In my OiHnion, delth occurred II the h. dale, and place. and due to the cause(.) and manner II atated- 0 35. AegIs1w's Signal .. Disoosition Permit No Hummel Ave.,Lemoyne,PA17043 23b. license Numbe< \\N ~O'8 \ '10 L ~'l, ~L:0'1 Part II: Enter other sionificanl CMcitions canlrtbutino Ia _Ill bUlnotresuttingintheundertyingC8use~InPartl. Unknown Not pregnant within pas! year o Pregnantatllmeoldeath o Not pregnant, but pregnant within 42 days 01 death o Nolpllgl1lll1l. but prognant 43 days 10 1 yur beforedealh o U_llpregnantwilh4nlhepsslyu, 32,. PIaoe ollnjuy: Horne, Fann. _I. Faclory, 0IIc0 Buiding. ate. (Speci/y) 32g. location of Infury (Street, city I town, state) /f!I- / 'J.-<) 1 (; 09/20/2007 16:54 HI05.105 RBV 9I84l . This is to certify that the information here given is correctly copied from 'an original certificate of death duly filed with me as Loc8l Registrar. The original certificate will be forwarded to the State Vital Records Office for ~nt filing. 7175827476 MARl< W ALLSHOUSE ESQ PAGE 02/02 ,~.rf~.;,(f-WARNING: It ~8:i.llegal to duplicate this copy~by: photostat or phot.xJraph. . ~~':~-;$2'OO. ... . ....~........:<.:..)~.J.:...,:....::/'?2.,:.':'....;.~'..~'''. ...(>.~, ~ . ::,.. ". :', 1',:; ~ . 0 "'. " ~.... LocalRe8iSl:.t'aJ: " :/-, ; " ,j". .....; ,', ~,' ~.:~ ;:~:.\ji~ No. Date .:i,f' ','.' ':':~. ,.;'.' '. ... {. ~ .} '{~} ~.~. ~ .~~.:~. . ":: ~::. 1~'.._J . C:~J c:...,,-:) -.J 1.14a Row, 11I7 (./, f"T'1 "-0 a\blb~'0q COMMONWEI.\. TH OF PENNSVl\lANIA . DEPARTMElfT Of KIi!ALTH . 'lIlT,,!.. ~I!C()RDS CERTiFICATE OF DeATH _OF (FIIol. NIlNII, I.IIIIJ &EX ple ~~I 1M ... t.\NItlEft CF C1E'int.' . " ~ ~~ ~~Il!i'..........., . t\llTE Of lKAJRy ~llOr.YNl) o IJ ... . 3111.: ":..' : o PlACE OF INJWlY, II. """" 1lInll,'~~, "'-....- .. TIWi OF IH.IIIR1' lHJURY"'T.~ ~.as.~INJUlWO/X:UMED. . : .~::': :~:9:~~' i.<'" >.<~CSRol.~~1 ., ,.. "':" Cl lotii' pI'll!l1 J' a \ C'l o~S'1 LAST WILL AND TESTAMENT (Pour-Over Will) OF HELGA H. KOTI ~-~ :"_1 t..::J e-? --' Gr.> ...., -,') r',; C) !:~ r"",\ ,-~ IDENTITY c,) co I, HELGA H. KOT!, residing in the County of Cumberland, Commonwealth of Pennsylvania, being of sound mind and memory, and not acting under duress or undue influence of any person whomsoever, hereby declare this to be my Last Will and Testament, and I do hereby revoke all other former Wills and Codicils to Wills heretofore made by me. My Social Security Number is 459-54-9953. All reference made herein to "spouse or my spouse" refers to the person to whom I am currently married, namely, BALAZS P. KOT!. By the ensuing provisions of this Will, it is my intention to dispose of my interest in our property; I do not intend to dispose of anything belonging to my husband or to put him to any election. I have the following children: DANIEL P. KOT! born March 16, 1962 and currently residing in Camp Hill, PA 17011. DEBTS, TAXES AND ADMINISTRATION EXPENSES I have provided for the payment of all my debts, expenses of administration of property wherever situated passing under this Will or otherwise, and estate, inheritance, transfer, and succession taxes, other than any tax on a generation-skipping transfer that is not a liability of my Estate (including interest and penalties, if any) that become due by reason of my death, under THE BALAZS P. KOT! AND HELGA H. KOT! REVOCABLE LIVING TRUST executed on even date herewith (the "Revocable Trust"), or if my spouse predeceases me, under the Survivor's Trust created by the said Revocable Trust. If the Revocable Trust assets should be insufficient for these purposes, my Executor shall pay any unpaid items from the residue of my Estate passing under this Will, without any apportionment or reimbursement. In the alternative, my Executor may demand in a writing addressed to the Trustee of the Trust an amount necessary to pay all or part of these items, plus claims, pecuniary legacies, and family allowances by court order. PERSONAL AND HOUSEHOLD EFFECTS It is my intent that all my personal and household effects were transferred to the Revocable Trust as a result of the Declaration ofIntent signed this date. Ifthere are any questions regarding the ownership or disposition of these assets, it is my desire that such assets pour into the Revocable Trust, signed by me this date in accordance with the provisions of the section titled "Residue of Estate." POUR-OVER WILLS Page 1 ,q.9 II~ 1\ r (T estator/T estatrix) RESIDUE OF ESTATE I give, devise and bequeath all the rest, residue and remainder of my property of every kind and description (including lapsed legacies and devices), wherever situated and whether acquired before or after the execution of this Will, to the Trustee under that certain Trust executed by me on the same date of the execution of this Will. The Trustee shall add the property bequeathed and devised by this item to the corpus of the above described Trust and shall hold, administer and distribute said property in accordance with the provisions of the said Trust, including any amendments thereto made before my death. If for any reason the said Trust shall not be in existence at the time of death, or if for any reason a court of competent jurisdiction shall declare the foregoing testamentary disposition to the Trustee under said Trust as it exists at the time of my death to be invalid, then I give all of my Estate including the residue and remainder thereof to that person who would have been the Trustee under the Trust, as Trustee, and to their substitutes and successors under the Trust, described herein above, to be held, managed, invested, reinvested and distributed by the Trustee upon the terms and conditions pertaining to the period beginning with the date of my death as are constituted in the Trust as at present constituted giving effect to amendments, if any, hereafter made and for that purpose I do hereby incorporate such Trust by reference into this my Will. EXECUTOR I hereby nominate and appoint BALAZS P. KOT! as my Independent Executor of this, my Last Will and Testament, to serve without bond. In the event the first named Executor shall predecease me or is unable or unwilling to act as my Executor for any reasons whatsoever, then and in that event, I hereby nominate and appoint DANIEL P. KOT! to serve without bond as my Executor. Whenever the word "Executor" or any modifying or substituted pronoun therefore is used in this my Will, such words and respective pronouns shall be held and taken to include both the singular and the plural, the masculine, feminine and neuter gender thereof, and shall apply equally to the Executor named herein and to any successor to substitute Executor acting hereunder, and such successor or substitut~ Executor shall possess all the rights, powers, duties, authority, and responsibility conferred upon the Executor originally named herein. EXECUTOR POWERS By way of Illustration and not of limitation and in addition to any inherent, implied or statutory powers granted to executors generally, my Executor is specifically authorized and empowered with respect to any property, real or personal, at any time held under any provision of this my Will: to allot, allocate between principal and income, assign, borrow, buy, care for, collect, compromise claims, contract with respect to, continue any business of mine, convert, deal with, dispose of, enter into, exchange, hold, improve, incorporate any business of mine, invest, lease, manage, mortgage, grant and exercise options with respect to, take possession of, pledge, receive, release, repair, sell, sue for, make distributions in cash or in kind of partly in each without regard to the income tax basis of such asset and in general, exercise all of the powers in the management of my Estate which any individual could exercise in the management of similar property owned in its own right upon such terms and conditions as to my Executor may seem best, and execute and deliver any and all instruments and do all acts which my Executor may deem proper or necessary to carry ~,~fC (T estator/T estatrix) POUR-OVER WILLS Page 2 out the purpose of this my Will, without being limited in any way by the specific grants or power made, and without the necessity of a court order. My Executor shall have absolute discretion, but shall not be required, to make adjustments in the rights of any Beneficiaries, or among the principal and income accounts to compensate for the consequences of any tax decision or election, or of any investment or administrative decision, that my Executor believes has had the effect, directly or indirectly, of preferring one Beneficiary or group of Beneficiaries over others. In determining the Federal Estate and Income Tax liabilities of my Estate, my Executor shall have discretion to select the valuation date and to determine whether any or all of the allowable administration expenses in my Estate shall be used as Federal Estate Tax deductions or as Federal Income Tax deductions and shall have the discretion to file ajoint income tax return with my spouse. SPECIFIC OMISSIONS I have intentionally omitted any and all persons and entities from this, my Last Will and Testament, except those persons and entities specifically named herein. If any person or entity shall challenge any term or condition of this Will, or of the Living Trust to which I have made reference in the sections "Household and Personal Effects" and "Residue of Estate," then, to that person or entity, I give and bequeath the sum of only one dollar ($1.00) only in lieu and in place of any other benefit, grant, bequest or interest which that person or interest may have in my Estate or the Living Trust and its Estate. SIMULTANEOUS DEATH If my spouse and I should die under circumstances such that the order of our deaths cannot be determined, then it shall be conclusively presumed for the purpose of this Will that my spouse survived me. If any other Beneficiary should not survive me for sixty (60) days, then it shall be conclusively presumed for the purpose of this my Will that said Beneficiary predeceased me. A-~~ ,l,ff. 4~j7( HELGA H. TI Testatrix POUR-OVER WILLS Page 3 i{, ^1i{, ~ (Testator/Testatrix) This instrument consists of 5 typewritten pages, including the Attestation Clause, Self-Proving Clause, signature of Witnesses, and acknowledgment of officer. I have signed my name at the bottom of each of the precedi g pages. This instrument is being signed by me on this ~ "'ti day of ,19~. ATTESTATION CLAUSE The Testatrix whose name appears above declared to us, the undersigned, that the foregoing instrument was her Last Will and Testament, and she requested us to act as witnesses to such instrument and to her signature thereon. The Testatrix thereupon signed such instrument in our presence. At the Testatrix's request, the undersigned then subscribed our names to the instrument in our own handwriting in the presence of the Testatrix. The undersigned hereby declare, in the presence of each of us, that we believe the Testatrix to be of sound and disposing mind and memory. Signed by us on the same day and year as this Last Will and Testament was signed by the Testatrix. WITNESSES: ADDRESSES: }Jta+ h, ~L,d- aL.APYf'Aj. ~~ (Printed Name of Witness) Mtv/1 ~UA ~ lie#- I~.k'- . ..7J4 , ~Lt~~ ~~~ <1 M,tI/1 0-#/1 /ltJl~ [>~;## /Y4- r tJ.t!LwooJ Pe'tl1tf1T ( inted Name of Witness) POUR-OVER WILLS Page 4 ~ (T estator/T estatrix) COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SELF-PROVING CLAUSE 4- BEFORE ME, the undersigned authority, on this day personally appeared HELGA H. KOT!, 4'J:~f9tfL/fJfnr' and ~LWMt? PE/~ , known to me to be the Testatrix and the witnesses, respectively, whose names are subscrilfed to the foregoing instrument in their respective capacities, and all of them being by me duly sworn, HELGA H. KOT!, Testatrix, declared to me and to the Witnesses, in my presence, that the instrument is her Will and that she had willingly made and executed it as her free act and deed for the purposes therein expressed; and the Witnesses, each on his or her oath, stated to me in the presence and hearing ofthe Testatrix, that the Testatrix had declared to them that the instrument is her Will and that she executed the same as such and wanted each ofthem to sign it as a witness; and upon their oaths, each witness stated further that he did the same as a witness in the presence of the Testatrix, and at her request and that she was at that time eighteen (18) years of age or over and was of sound mind, and that each of the witnesses was then at least fourteen (14) years of age. Ll/ -,-. /...In k ~~_._~ Jt~ . iiIa.~ HELGA . KOTI Testatrix ~;.~~ (Printed Name of Witness) SUBSCRIBED AND ACKNOWLEDGED before me by HELGA H. KOT!, Testatrix, and subscribed and sworn to. before me by ~~-,.- and 8(._ ;)~c"""<r- . witnesses, this the tf t!' day of G- , 191!/-. Notary Public, C. JEFFREY D. JONES ~. Commissioner of Deeds Commonwealth of PennsylvaOla My CommiSSion Expires Nov 17. 2003 alth of Pennsv lvania '", . ) POUR-OVER WILLS Page 5 (T estator/T estatrix) ,,..