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HomeMy WebLinkAbout10-15-07 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Barbara Haas No. 184-26-4326 � � -U� — �a � also known as Helen Barbara Sloane Haas, H. Barbara Haas, Barbara Sloane Haas, H. Sloane Haas,Helen Haas, Helen B. Haas, Helen Barbara Haas, Helen Sloane Haas and H. Barbara Sloane Haas , Deceased _ Social Security No. 184-26-4326 Petitionerls),who is/me 18 ysxs of aps or olda,apply(ies)for: (COMPLETE"A" OR "B" BELOW:) � A. Probate and Grant of Letters and aver that Petitionerls) is/are the execut rix ❑amed in the Last Will of the Decedent, dated October 30, 2006 and codicills) dated State relsvant circumst�s,e.y.,renunciation,death of executor,etc. Except as follows,Decedent did not marry,was not divorced,and did not have a child born or adopted after execution of the documents offered for probate;was not the victim of a killing and was never adjudicated incompetent: . ; [y B. Grant of Letters of Administration , (d.b.n.c.t.a.:pendente IRe;durante absenUa;durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the followN - � (if an t and heirs: �" � � �i � � Name Relationship Residence , � : �0 � � � � .a���< R, ��. � � �.: = - (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at Bethanv Villaqe, 5225 Wilson Lane (Lower Allen Township), Mechanicsbur4, Cumberland Countv, Pennsvlvania (list sueet,nwnber and municiPditY) � Decedent, then 91 years of age, died October 7, 2007, at Bethanv Villaqe, 5225 Wilson Lane (Lower Allen.Townshipl, Mechanicsbur�, Cumberland Countv, Pennsvlvania (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA► All personal property . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S 380,000 �1f not domiciled in PA) Personal property in Pennsylvania . . . . . . . . . . . . . . . . . . . . . . S (lf not domiciled in PA) Personal property in County . . . . . . . . . . . . . . . . . . . . . . . . . . S Value of real estate in Pennsylvania . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S Total.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S 380.000 Real Estate situated as follows: None � Wherefore, Petitioner(s! respectfully request(s)the probate of the last Will and Codicil(s) presented with this Petition and the grani of letters in the appropriate form to the undersigned: Si nature T ped or rinted name and residence C�Ct�yyY� Joanne Cam bell 6014 Jacobs Avenue Harrisbur , PA 171 12 �: Form RW-1 P�ps 1 of 2 (York Counq)-Rw.9/92 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and aorrect to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed � �y� � - ��NrI � Joa e Campbell before me this day of October 2007 No. p� � - �� � � �� Estate of Barbara Haas, Helen Barbara Sloane Haas, H. Barbara Haas, Barbara Sloane Haas,__H.__Sloane Haas, Helen Haas, Helen B. Haas, Helen Barbara Haas. Helen Sloane Haas and H. Barbara Sloane Haas Deceased Social Security No: 184-26-4326 Date of Death: October 7, 2007 AND NOW, October 7 , 2007, in consideration of the Petition on the reverse s�de hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters I�Testamentary ❑ of Administration d.b.n.c.t.;pendente lits;durante abssntia;duraMS minoritate are hereby granted to Joanne Campbell in the above estate and that the instrument(s) dated October 30, 2006 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters........................... ��� •�� , � r � bCC,C) Register of Wills �,Q� � - Short Certificate(s)......6.... $ � � r� vv�- t` g � CS� .................. Affidavit ( )................. S Extra Pages ( 1............ $ ; , Codicil.......................... S ,. . JCP Fee........................ $ U • U Attorney: Step anie Kleinfelter, Es4. �m��`� $ �.�U I.D. No: 80089 Other............................ $ Address: Keefer Wood Allen & Rahal, LLP 635 N. 12th Street, Suite 400, Lemovne, PA 17043__ _ TOTAL................ $�� `"��4 v Telephone: 717-901-7786 Fotm RW-1 Psps 2 of 2(Yak CountY)-Rsv.9/92 __ _ _ _ . _ _ ___. _ _ _ . � � f � � , � , LAST WILL AND TESTAMENT OF BARBARA HAAS I, BARBARA HAAS, of Cumberland County, Pennsylvania, do hereby make this my Last Will and Te�tament,revoking any former Wills and Codicils made by me. FIRST: I am widowed. I have two stepchildren: JOANNE CAMPBELL and RIEGEL HAAS. These persons and any children born to or adopted by them are described in this Will as "my issue." Provided,however,no adopted person shall benefit hereunder unless the order or decree of adoption is entered before such adopted person attains the age of twenty-one (21) years. SECOND: I give my tangible personal property and all casualty insurance that I am carrying on said tangible personal property in accordance with a Memorandum dated /dl3a D� �y��c�.�- r,�.�.,�:ee,�. ,�.>.,,c, and given by me to JOANNE CAMPBELL�r ^�z'��J . I have complete confidence that JOANNE CAMPBELL or my Executor will honor any such written instructions that I may leave with regard to said tangible personal property. Any such property not so distributed shall be sold, and the proceeds added to my residuary estate to pass as hereafter described. THIRD: I give and bequeath the following specific bequests: -- - A. I give and bequeath the sum of TWENTY THOUSAND DOLLARS - F-. ($20,000.00)to CALVARY UNITED METHODIST CHURCH,or its w : � E? - ,f—, � � V successors, of 4700 Locust Lane, Harrisburg, Pennsylvania, to be used at ��,-'� `� ��, � its discretion. � fl �a c�,, C� � � �j` . r�� ./'y� � � � . . . B. I give and bequeath the sum of TWENTY THOUSAND DOLLARS ($20,000.00) to my niece, HEIDI STUM. C. I give and bequeath the sum of"TWENTY THOUSAND DOLLARS ($20,000.00)to my niece, TRACY DERK. D. I give and bequeath the sum of FIFTEEN THOUSAND DOLLARS ($15,000.00)to my stepgranddaughter, SANDI HURLEY, or her issue if she predeceases me,per stirpes. E. I give and bequeath the sum of TWO THOUSAND DOLLARS ($2,000.00)to my stepgranddaughter,JANICE MACUT, or her issue if she predeceases me,per stirpes. F. I give and bequeath the sum of TWO THOUSAND DOLLARS ($2,000.00) to my stepgrandson, ERIC HAAS, or his issue if he predeceases me,per stirpes. G. I give and bequeath the sum of THREE THOUSAND DOLLARS ($3,000.00)to my stepgreatgranddaughter, LAURA HURLEY. H. I give and bequeath the sum of THREE THOUSAND DOLLARS ($3,000.00) to my stepgreatgrandson, PATRICK HURLEY. I. I give and bequeath the sum of THREE THOUSAND DOLLARS ($3,000.00)to my stepgreatgrandson, SEAN HURLEY. J. I give and bequeath the sum of ONE THOUSAND DOLLARS ($1,000.00)to my stepgreatgranddaughter, CARLEY HAAS. 2 ���" � � � , , , K. I give and bequeath the sum of ONE THOUSAND DOLLARS ($1,000.00)to my stepgreatgrandson, WILLIE JOE KETNER. L. I give and bequeath the sum of ONE THOUSAND DOLLARS ($1,000.00)to my stepgreatgranddaughter, SHELLEY MAE KETNER. M. I give and bequeath the sum of FIFTY THOUSAND DOLLARS ($50,000)to my stepdaughter, JOANN CAMPBELL, of Dauphin County, Pennsylvania and if she predeceases me to her issue,per stirpes. N. I give and bequeath the sum of FIFTY THOUSAND DOLLARS ($50,000)to my stepson, RIEGEL HAAS, of Dauphin County, Pennsylvania and if he predeceases me to his issue, per stirpes.� To the extent that the assets of my estate are not sufficient to fulfill these specific bequests listed above in this Article THIRD, each gift shall be funded by the available funds on a pro rata basis so that no gift shall lapse due to failure of insufficient funds to pay all the specific bequests. FOURTH: All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath IN EQUAL SHARES to my stepdaughter, JOANNE CAMPBELL, of Dauphin County, Pennsylvania, and to my stepson, RIEGEL HAAS, of Dauphin County, Pennsylvania. In the event that JOANNE CAMPBELL predeceases me or fails to survive me by thirty (30) days, I give, devise and bequeath her share to my step granddaughter, SANDI HURLEY, of Cleveland, Ohio. It is my hope that SANDI HURLEY uses the funds to help provide for her 3 . • father, LEE CAMPBELL,but the use of the funds are SANDI HURLEY's sole discretion. In the event that SANDI HURLEY predeceases me or fails to survive me my thirty(30) days, I give, devise and bequeath said share to her husband, MICHAEL HURLEY, of Cleveland Ohio. It is my hope that MICHAEL HURLEY uses these funds to help provide for LEE CAMPBELL,but the use of the funds are MICHAEL HURLEY's sole discretion. In the event he predeceases me,then to his issue,per stirpes. In the event that RIEGEL HAAS predeceases me or fails to survive me by thirty(30) days, I give, devise and bequeath his share to his wife, KAY HAAS, of Dauphin County, Pennsylvania. In the event that KAY HAAS predeceases me or fails to survive me by thirty(30) days, I give, devise and bequeath said share IN EQUAL SHARES to HEIDI STUM, TRACY DERK,JANICE MACUT,ERIC HAAS, and SANDI HURLEY,per capita. FIFTH: If any person under the age of twenty-one (21)years shall become entitled to any share hereunder,then such share shall immediately vest in such beneficiary,but notwithstanding the provisions herein, my Executor may distribute such beneficiary's share to any adult person standing in loco parentis, or to a legal guardian of such beneficiary, or to a custodian(to be selected by my Executor)under the applicable Uniform Transfers to Minors Act, without requiring bond of such adult person, guardian or custodian. The receipt of such adult person, guardian or custodian shall constitute a full release of my Executor for any property so distributed. SIXTH: No person shall benefit hereunder unless such beneficiary shall survive me by thirty(30) days. SEVENTH: (1) I name my stepdaughter, JOANNE CAMPBELL, as my Executor. If 4 �'�. �r'� . • . , , she is unable or unwilling to serve, I name my stepson, RIEGEL HAAS, as my Executor. I direct that my executor,herein referred to as my Executor regardless of number or gender, serve without bond in any jurisdiction in which called upon to act. (2) Except as otherwise provided herein, if all of the above persons should fail to qualify as my Executor hereunder, or for any reason should cease to act in such capacity,the successor or substitute Executor shall be some attorney or bank or trust company with trust powers, which successor or substitute Executor shall be designated in a written instrument filed with the court having jurisdiction over the probate of my estate and signed by JOANNE CAMPBELL or if she fails to act, signed by or on behalf of RIEGLE HAAS, or if he fails to act, by the court having jurisdiction over the probate of my estate. (3) My Executor shall receive reasonable compensation for services rendered. EIGHTH: (1) I give to any Executor named in this Will or any Codicil hereto or to any successor or substitute Executor all of the powers enumerated in this Will and all of the powers applicable by law to fiduciaries in the Commonwealth of Pennsylvania and in particular through the Pennsylvania Probate, Estates and Fiduciaries Code, as effective and as in effect on the date of my death, during the administration and until the completion of the distribution of my estate. I direct that all such powers shall be construed in the broadest possible manner and shall be exercisable without court authorization. (2) My Executor is authorized and empowered to acquire and to retain, either permanently or for such period of time as my Executor may determine, any assets, including the capital stock of any closely held corporation,whether such assets are or are not of the character 5 _� , �,� approved or authorized by law for investment by fiduciaries and whether such assets do or do not represent an over concentration in one investment. (3) My Executor is authorized and empowered to disclaim any interest, in whole or in part, of which I, or my Executor, may be the beneficiary, devisee, or legatee, by executing an appropriate instrument (in accordance with section 2518 of the Internal Revenue Code of 1986, as amended, or such similar section as may then be in effect). (4) My Executor is authorized and empowered to sell at public or private sale, or exchange, and to encumber or lease, for any period of time, any real or personal property and to give options to buy or lease any such property. Additionally, my Executor is authorized and empowered to compromise claims, to borrow from anyone (including a fiduciary hereunder) and to pledge property as security therefor, to make loans to and to buy property from anyone (including a fiduciary or beneficiary hereunder); provided that any such loans shall be adequately secured and at a fair interest rate. (5) My Executor is authorized and empowered to allocate property, charges on property, receipts and income among and between principal or income, or partly to each, without regard to any law defining principal and income. NINTH: All debts, funeral or burial expenses, and all estate, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property comprising my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid out of the residue of my estate, as if such debts or taxes were expenses of administration, without apportionment or right of reimbursement. I authorize my Executor to pay all such taxes at such time or times as deemed 6 ~.u advisable. IN WITNESS WHEREOF, I have set my hand and seal on this my Last Will and Testament this do ~ay of ~ , 2006. ~ 'RB~ ~-- (SEAL) SIGNED, SEALED, PUBLISHED, and DECLARED by BARBARA HAAS, as and for her Last Will and Testament, on the day and year last above written, in the presence of us, who, at her request, in her presence, and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses: ;J,vt4.k n~--, .~~L. Jt1J1W fL. d~ 7 SELF-PROVING AFFIDAVIT COMMONWEAL TH OF PENNSYLVANIA COUNTY OF c.umktrloflJ SS. WE, BARBARA HAAS and ShR Ii 1+ tVJA L AtJ :S /E;1t16>t) L G'<'O-')E , and r)4d1x 4. tJ I '.LrtI, the Testatrix and the , witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. //~~LA~.-/ ~~ 'BARBARA HAAS, Testatrix ~j~ )Jbr/p', Witness .1~ ~ J!k WAJ d- ~ ltness Subscribed, sworn to, and acknowledged before me by BARBARA HAAS, the Testatrix, and subscribed and sworn to before me by S:J (0 h (Y\a.20 n , ~ fl 1. &au.. , and _lAb \\\5 A. Lv I ~ , witnesses, this ~ ~ day of 0 dfDher , 2006. 8