HomeMy WebLinkAbout10-06-08PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate of John J Kane File Number 21-- D$' -UQq~
also known as
,Deceased Social Security Number 186-24-2584
Kenneth C. Aucker Jr.
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE ;4' or 'B' BELOW.•)
^X A. Probate and Grant of Letters Testamentaryand aver that Petitioner(s) is/are the Executor named in the
last will of the Decedent, dated 08/16/2002 and codicil(s) dated 06/13/2006
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child bom or adopted after execution of the instrument(s) offered
for probate, was not the victim of a killing and was never adjudicated an incapacitated person:
^ B. Grant of Letters of Administration
apprce e, e r c..a.; ..n.c..a.; n e r e; uran a see a; uran mmon a e
Petitioner(s~ after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs(!f
Administration, c.t.a. ord.b.n.c.t.a., enter date of ill in SectionA above and complete list of heirs.)
Name
I ~r
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(COMPLETE IN ALL CASES.) Attach add~bonal sheets if necessary. `"'
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Decedent was domiciled at death in Cumberland County, Pennsylvania with his /her last principal~resnce
1604 Bridge Street, New Cumberland, New Cumberland, Cumberland, PA 17070 : z ~'
(List street address s.,~,.,i ;ti, w.,.,.,..ti:....,..._ - - - - - -- -•
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Decedent, then 7J years of age, died on 09/24/2008 at Community General
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ 3,000.00
(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:
Wherefore, Petitioner(s)
the undersigned:
tit .~~~ Nwuaie or me last wm ana ~otnul(s) presented with this Petition and the grant of Letters in the appropriate form to
i ypea or panted name and residence
Kenneth C. Aucker Jr. 1604 Bridge Street
New Cumberland, PA 17070
717-774-5851
Copyright (c) 2006 form software only The Lackner Group, Inc. Page 1 of 2
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland } SS
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 Decedent, Petitioner(s) will well and truly
administer the estate according to law.
Sworn to or affirmed and subscribed
before me this ~,~_ day of
- o26-y ~
For the Register
~ `~~..~ ~
C. Aucker Jr.
Signature of Personal Representative
Signature of Personal Representative
File Number: 21 __ Ofii _ O~/:7-~ ~ ~
7 ~ n c~
Estate of John J Kane Decea a
t71 _ i
Social Security Number: 186-24-2584 Date of Death: 09/24/2008 `` L;, a,,, <:
AND NOW, ~~ Lp ~~~_ , in consideration of the foregoing P ~tion, sati o
~§ct ry ~prodf ?
having been presented before me, IT IS DECREED that Letters Testamentary -~ tv
are hereby granted to Kenneth C. Aucker Jr.
in the above estate
and that the instrument(s) dated 08/16/2002 06/13/2006
described in the Petition be admitted to probate and filled of record as the last Will (and Codicil(s)) of Decedent
FEES
Letters .......................................... $ ~ `A1 ~ ~~
Short Certificate(s) ........................ $
Renunciation(s) ............................. $
~~ Q Q $ l5 _ u~
C~ ~c~ ~ s SL $ lS- ~~
TOTAL ..................................
$
$
$ ~ ~, z
Supreme Court I.D. No.: 91402
Law Offices of Susan E. Lederer
Address: 4811 Jonestown Road, Ste 226
Harrisburg, PA 17109
Telephone: 717/652-7323
Form RW 02 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc.
Page 2 of 2
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LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $6.00
This is to certify that the information here given is
correctly copied from an original Certificate of Death
duly filed with me as Local Registrar. The original
certificate will be forwarded to the State Vital
Records Office for permanent filing.
P 14792867
Certification Number
Local Registrar Date Issued
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TYPEr PRINT IN
mos~ua REV n/zoos COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
PERMANENT
&ACK INK CERTIFICATE OF DEATH
(See Inetruelions and exampbs on reverse)
1 Name d Deceoal (first "Wda' last' auAx) STATE FILE NUMBER
John J. Kane ~ 2. Sex 3. Soda! Seaway "urriDa
r,y~ 6. Data d Daam IMOnm, my. Year)
s. Aqe uau armmrl uma I a& unmr i mr 5 Dal. d &nn (Alonm, m, r r a 1 8 6 - 2 4- 2 5 8 4 SAN LL~_
ramu oup Nuns raua r) 7. IC' ad slate a coon 1 Ea. Plxa d Deaal ICteck ady one) 7"~a'T~ ~ Cr •~ y ~ Q 0 8
79 vra 10/12/1928 ane'
mcwdyaoeam Philddel hid PA ^Inpalenl ERrO
&. Cly, ewo, Twp. d Deam EG. Faci4ly Nama IE nd nsxdbn, give easel antl nunOnl ulpaDanl ^ DDA ^ Nummg ttoma ^ Reseenca ^Dlner ~ Spaaly:
Da u h i n 9 Was Deceoeru d Faspanc Orign7 ®No ^ ris Ip. Rata Arreriurl
Lower Paxton la Yes, seedy aoan. ~„.;s,, abet elate, WMak. ab.
11. Decetlenl'a Usua Oct eon Kim d w«k m,,, COIEIRIU n i t General aMxican, Puano Roman, ac ). W~- ~'i e
most d wom xs. Do rrd aaN reDrW 12. Was Decemd ewr n Yu 13. Dwsmra's Etlucabn ISpxgly «Yy legtalsl yam canPlel.dl tA. Medal SWua: Marred, Navar Marieq 75. SurvN l
KW d Wom Kira d Busaeas / Yalusuy U.S. Armed Forced
Elementary / SeconpaN 1412) CWlepe I1-t a Sr) Wimwa4 Divorced (SFeWy) ir'G Spouse (II wiN, Sh's memo nand
,SDecemnra Munici alit ^ras Caw 5+
Haling Adaess IStreeh cpy /lam, slate, zip cam) Decaday'c W 1 d0 W ed
1 604 Bridge St. AtDyl Resgaa:e 1m. sub _ Acannc l v-ni - Dq Decedem
New Cumberland, PA 17070 ~ Tom? 17`~Y°~'D'~""'reOb
vD.c«r«y Cumberland vtl.$]w,D.uaemLNed Y"p
15. Fame's Name (Fast mimb, last. sdhu) Aaua lama d - w""~W ~ Lrlbr t! ^ n~
19. Maha's Name IFka, rnitl]e, maims surname) Cdy I Bun
Jo n Kane
2m ld«manl:Nan•(TypaYPml) A ne Fl i chat
Kenneth Ce AUCker ~ 25D. mbrmrad'a MailYp Aaaau lSaest,ay /town, wM, np caaei
z1a. MammaDispos;ibn ^crenwim 1609 Bri St. New Cumberland PA 17070
~^ r Bu~ / ^ Rema„a Irani Slate Was Gamabn or Danaaan Adpnlaed 21 D. Data d psposilon Pt«ap, my, year) 21c. Piero d
Disposilbn (Name a caseyry, aemaay a atler pace) zld. Laabn
Y w /c«a.rT ^vaa^Nn 9/30/08 Rollin Ic+r/w»*.~al.,avma.l
~ 22A Sgreb «raa 4 G~:'een Manorial Park Camp Hill, PA 17011
a ~ arch) 22c. Nana ad Amrea d Faciay
j ~ ~ Neill Funeral Home
c«~vw FD 013239 L , Inc
MYaicun i avauw al lung d 2 .Tome Oast a my bawteepe, man rxcurw a me Fe, mte aM pace steed. (Sgnd«e and ae)
~y amam. 276. lioenw Number
23c. Dee SryeOIlAONp, my, yea!
• Yene 2125 must M cmWleted by person 21. Tana a Deem 25. Dda Praeurcad Dead
wFe prmwrces mah. a, (Math, mY, Yea! ?8. Was Case Ralerretl b Yladca Esaniner / Conrw br a Reason Oaer man Gmelbn « D«Wion7
7:39 P M. Septanber 24, 2008 ®raa pN"
Nan 27. PM I. En4r me CAUSE OF DEATN (SN NstrucWna And AaampNe)
cplnJl9Yp515 - daeasw, ryas, «alrrytyrau«q - ma mecby auss0 pe mam. W N0T enter terminal events taco ss wrraa anest. ~ ~10z~° inane: Pal II: Eder Omer
nsprauxy area, «reraicdar EMlaDan wgted ehoway ae elebpy Lie orgy one now on eaM ae. r Onset to Deam piq n« rasdlmg b ma 2S. Dd ToOatto Use CanaEam b Dam?
"^m"rl"YausepvennPall ^ Wa ^PraOaW
WIED4TE CAUSE (Fine dsease a ^ ~ ~alrwzewn
oadlbn resuaapnmem) i a. _ L~/r K. t ~ Ti C. ~a JC!' ra of Pr rr^^ f
Due to l« as a consegrenu ol) 4A rJ i'YCa ra./ ff r IYY.~ 2D. M FareN:
Se9uaraialyy Ysl cenfYliOre, l arty, p. ^ Nor payed wen past yea
~, Namq b M reuse Me0 on W a.
Ema M UNDEglY1NG CAUSE Due b (« as a consaquanw a); s
J 1 ~,~, ~~mmel~ yre r ; ter S c e. i G ^ Pr.yad a ane a mam
1 ~ ~ + ^ "°' weyud. dA pregnant wmm s2 mys
tl. Dwbi«asaconsequerced: r ~an~f~l'l.:C HClrr dman
r ^ Nq preywq. Dul p•Wra a3 mys b 7 year
70a Was an Aubpsy 300. Wae Auepcy FeN'rps 31. Hamer d Deam r r 0.. t Hf~.. Delon maN
Perbrmed7 Avaadbb Pri« b GKNAeuun 32a. Data d Ir~ry (Halo. my, year) 32b. Describe Now Ir(«y Oct«red ^ ~10'vn l pregnau wahn ma wa year
of Cause d Deem? ~Nawral ^ Nonw:ea 32c.O a a. NOIM. Fam Saes. Faa«y,
SPaayil
^ Yes tit No ^ Vaa ^ No ^ ~amre ^ PenUug Inveslgauon 3za. rase d mjwy Sze. ml«y al work? 3z1. 5 Tr
l~ surer ~°Aa°°" mM'N !Spar%) 32g. towem d 4Say (saes, city /town. sluN)
^ ^ CaWU Not m Deterrdned ^ Ves ^ Nu ^ O""a / Operabr ^ Passenger ^Padestrian
33a. Cenlia Neck ody oral M. OYer - Speciy:
' cenlrba phyacln (Physcen wniyny cease of deem when an«rwr p~ysicwn nas 33D. siymare am Tlk a Cemlier
To Ar peat d p'oreun:nd mam aM conplebtl Item 23) ~ti yy /1
bP t"owJadW, rMWr oaunad due b IM uuaels) and meawer as sYlsq, _ _ _ _ _ _ _ ~ a'-~(l/~•M.`~p •>G'_W./
' Twand~4agpnrslcwnlPnys«wnwwp~omnrc~ngmmnamcerDlyingloraa,aaceao-d -------------------------~
Y wlage, mam ac«rw u m. We, mu, aM pace, erW due b IM ausefa) arW mamer es aMte~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ~ lcrose NwMer
• ward &amm.r / c«en., _ ^ ~ S 330 Dale Spned 1M«aa my. ye.r,
On w b an a aaamaution and / a invastigaWn, In my opinion, mam occurred al the lone. date. and Place, and tlw to ore ca a `~ 4' O V T ~-
uggandmanneraawte4 ^ ~le -ernbrr ~s o?uafr
~ 35 R 4 low Dist t 3yayNaa'e a'1q Amress d Pereson WTw Complal^a~o Cause a Deem (item 27) Trye / Prnl
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I~~I 1 I ~I 1 1:2 I ~ ~r•~ F 8 35Vy its Pro~r~ls ~vG
an A )7/)O
DisposlWn Pemut Nn ~~~~
Last Will and Testament
of
John J. Kane
I, John J. Kane, a resident of New Cumberland, Pennsylvania, revoke any prior wills and
codicils made by me and declare this to be my will.
Articl
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Specific and General Gifts ,
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Section 1.01 Disposition of Tangible Personal Property T, ~ cb
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I give all my tangible personal property, together with any insurance policies covering s ch
property and claims under such policies in accordance with a "Memorandum for Distribution of
Personal Property" or other similar writing directing the disposition of such property, which shall
be dated and signed by me.
It is my intent that such writing qualifies to distribute my tangible personal possessions under
applicable state law.
Section 1.02 Contingent Distribution of Tangible Personal Property
Any tangible personal property not disposed of by a written memorandum, or if I choose not to
leave a written memorandum, I give such property not disposed of to Vesta E. Wise. If Vesta E.
Wise fails to survive me, I give said property to Kenneth C. Aucker, Jr. My Executor shall incur
no liability to any party for any decision made by my Executor with respect to either the division
or sale of my tangible personal property, and any decision made by my Executor shall be final
and binding on all of my beneficiaries.
Section 1.03 Definition of Tangible Personal Property
For purposes of this Article, my tangible personal property shall include but not be limited to my
household furnishings, appliances and fixtures, works of art, motor vehicles, pictures,
collectibles, personal wearing apparel and jewelry, books, sporting goods, and hobby
paraphernalia.
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Pagelofl3
Tangible personal property shall not include any tangible property that my Executor, in its sole
and absolute discretion, determines to be part of any business or business interest that I own at
my death.
Section 1.04 Ademption
If property to be distributed under this Article becomes part of my probate estate in any manner
after my death, then the gift shall not adeem on account of not being a part of my probate estate
at my death, and my Executor shall distribute the property as a specific gift in accordance with
this Article. If property to be distributed under this Article is not part of my probate estate upon
my death and does not subsequently become part of my probate estate, then the specific gift
made in this Article shall be considered null and void, without any legal or binding effect.
Section 1.05 Encumbrances and Incidental Expenses of Tangible Personal
Property
Property being distributed under this Article shall be distributed subject to liens, security
interests or other encumbrances on the property so distributed.
However, my Executor shall pay, as an administration expense, the reasonable expenses of
storing, insuring, packing, transporting and otherwise caring for my tangible personal property
until actual delivery of each article of property to the appropriate beneficiary.
Article Two
My Residuary Estate
Section 2.01 Definition of My Residuary Estate
All the remainder of my estate, including property referred to above that is not effectively
disposed of, shall be referred to in my will as my "residuary estate."
Section 2.02 Disposition of My Residuary Estate
I give my residuary estate to Vesta E. Wise. If Vesta E. Wise fails to survive me, then I give my
residuary estate to Kenneth C. Aucker, Jr. If Kenneth C. Aucker, Jr. fails to survive me, then I
Page 2 of 13
give my residuary estate to the local fire department that served the area in which I resided at the
time of my death.
Article Three
Designation and Succession Fiduciaries
Section 3.01 Executor
I nominate Kenneth C. Aucker, Jr. as my Executor. If Kenneth C. Aucker, Jr. fails or ceases to
act as my Executor, I nominate Susan E. Lederer as my Executor.
Article Four
Powers of My Fiduciaries
Section 4.01 Grant of Powers
My fiduciaries may perform every act reasonably necessary to administer my estate and any trust
established under my will. Specifically, my fiduciaries may exercise the following powers:
They may hold, retain, invest, reinvest and manage real or personal property,
including interests in any form of business entity including but not limited to,
limited partnerships and limited liability companies, and policies of life, health
and disability insurance, without diversification as to kind, amount or risk of non-
productivity and without limitation by statute or rule of law.
They may partition, sell, exchange, grant, convey, deliver, assign, transfer, lease,
option, mortgage, pledge, abandon, borrow, loan, contract, distribute in cash or
kind or partly in each at fair market value on the date of distribution, without
requiring pro rata distribution of specific assets and without requiring pro rata
allocation of the tax bases of such assets.
They may hold in nominee form, continue businesses, carry out agreements, and
deal with themselves, other fiduciaries and business organizations in which my
fiduciaries may have an interest.
Page 3 of 13
They may establish reserves, release powers, and abandon, settle or contest
claims.
They may employ attorneys, accountants, custodians of the trust assets, and other
agents or assistants as deemed advisable to act with or without discretionary
powers and compensate them and pay their expenses from income or principal or
both.
Section 4.02 Fiduciaries' Powers Act
In addition to all of the above powers, my fiduciaries may, without prior authority from any
court, exercise all powers conferred by this Will or by common law or by any fiduciary powers
act or other statute of the Commonwealth of Pennsylvania or any other jurisdiction whose law
applies to this Will. My Executor shall have absolute discretion in exercising these powers.
Except as specifically limited by this Will, these powers shall extend to all property held by my
fiduciaries until the actual distribution of the property.
Section 4.03 Alternative Distribution Methods
My fiduciaries may make any payment provided for under my will or under the terms of any
trust established under my will as follows:
Directly to the beneficiary;
In any form allowed by applicable state law for gifts or transfers to minors or
persons under a disability;
To the beneficiary's guardian, agent under a durable power of attorney or
caregiver for the benefit of the beneficiary; or
By direct payment of the beneficiary's expenses, made in a manner consistent
with the proper exercise of the fiduciary's duties hereunder. A receipt by the
recipient for any such distribution shall fully discharge the fiduciary.
Page 4 of 13
Article Five
Administrative Provisions
Section 5.01 No Court Proceedings
Any trust established under my will shall be administered expeditiously consistent with its
provisions, free of judicial intervention, and without order, approval or action of any court. It
shall be subject only to the jurisdiction of a court being invoked by the Trustee or by other
interested parties. Proceedings to seek instructions or court determinations shall be initiated in
the court having original jurisdiction over matters relating to the construction and administration
of trusts. Seeking instructions or court determination shall not thereafter subject the trust to the
continuing jurisdiction of the court.
Section 5.02 No Bond
I direct that no fiduciary shall be required to give any bond in any jurisdiction, and if,
notwithstanding this direction, any law, statute, or rule of court requires any bond, no sureties be
required.
Section 5.03 Fiduciary Compensation
An individual serving as a fiduciary under my will shall be entitled to fair and reasonable
compensation for the services he or she renders as a fiduciary, unless the fiduciary waives such
compensation. Any corporate fiduciary shall be compensated by agreement with my Executor
or, in the absence of such agreement, in accordance with the corporate fiduciary's published fee
schedule in effect at the time the services are rendered.
A fiduciary may be reimbursed for reasonable costs and expenses incurred in carrying out its
duties under this agreement.
Section 5.04 Spendthrift Provision
Neither the income nor the principal of any trust estate established under my will shall be
assigned, anticipated, encumbered or alienated in any manner by any beneficiary; nor shall it be
liable for the debts or obligations of any beneficiary; nor shall it be subject to attachment,
garnishment, bankruptcy proceedings or any other legal process, or to the interference or control
of creditors or others.
Page 5 of 13
Nothing contained in this Section shall restrict in any way the exercise of any power of
appointment granted in this agreement.
Section 5.05 Distributions to Incapacitated Persons and Persons Under
Twenty-Five
If my Executor is directed to distribute any share of my probate estate to any beneficiary who is
under the age of 25 years or is in the opinion of my Executor, under any form of incapacity that
renders such beneficiary unable to administer distributions properly when the distribution is to be
made, my Executor may as Trustee, in my Executor's discretion, continue to hold such
beneficiary's share as a separate trust until the beneficiary reaches the age of 25 or overcomes
the incapacity. My Executor shall then distribute such beneficiary's trust to him or her.
While any trust is being held under this Section, the fiduciary, other than an interested Trustee,
shall pay to the beneficiary for whom the trust is held such amounts of the net income and
principal as the fiduciary determines to be necessary or advisable for any purpose. If the
fiduciary is an interested Trustee, the fiduciary shall pay to the beneficiary for whom the trust is
held such amounts of the net income and principal as the fiduciary determines to be necessary or
advisable for the beneficiary's health, education, maintenance and support.
Upon the death of such beneficiary before that time, the fiduciary shall distribute the trust,
including any accrued and undistributed income under the provisions of Article Two of my will.
Section 5.06 Maximum Term for Trusts
Notwithstanding any other provision of my will, unless sooner terminated under other provisions
hereof, any trust established under my will shall terminate 21 years after the last to die of me and
my descendants and the descendants of my maternal and paternal grandparents living at the time
of my death.
At that time, the remaining trust property shall vest in and be distributed to those persons then
entitled to mandatory distributions of net income of the trust and in the same proportions. If
none of the beneficiaries are entitled to mandatory distribution of net income, to the beneficiaries
then eligible to receive discretionary distributions of net income of the trust in equal shares per
capita.
Section 5.07 Representative of a Beneficiary
The guardian of the person of a beneficiary may act for such beneficiary for all purposes under
my will or may receive information on behalf of such beneficiary.
Page 6 of 13
Section 5.08 Ancillary Administration
In the event ancillary administration shall be required or desired and my domiciliary Executor is
unable or unwilling to act as an ancillary fiduciary, my domiciliary Executor shall have the
power to designate, compensate, and remove the ancillary fiduciary. The ancillary fiduciary may
either be a natural person or a corporation. My domiciliary Executor may delegate to such
ancillary fiduciary such powers granted to my original Executor as my Executor may deem
proper, including the right to serve without bond or surety on bond. The net proceeds of the
ancillary estate shall be paid over to the domiciliary Executor.
Article Six
Tax Provisions
Section 6.01 Payment of Death Taxes
All estate, inheritance and succession taxes payable by reason of my death, whether or not such
property passes under my will shall be paid as set forth in this Section.
(a) Payment from Residue
Except as otherwise provided in this Section or elsewhere in this agreement, my
Executor shall provide for payment of all such taxes from my residuary estate as
an administrative expense without apportionment and shall not seek contribution
toward or recovery of any such payments from any individual.
(b) Protection of Exempt Property
In no event shall any such taxes be allocated to or paid from any assets that are
not included in my gross estate for federal estate tax purposes.
(c) Charitable Distributions
Notwithstanding anything in this agreement to the contrary, no death taxes
payable as a result of my death shall be allocated to or paid from any assets
passing to any organization qualifying for the federal estate tax charitable
deduction, or split-interest charitable trusts unless my Executor has first used all
other assets available to my Executor.
Page 7 of 13
(d) Property Passing Outside of My Will
Except as to Qualified Retirement Benefits, all such taxes imposed with respect to
property included in my gross estate for purposes of such taxes and passing other
than by my will shall be apportioned among the persons and entities benefited in
the proportion that the taxable value of the property or interest bears to the total
taxable value of the property and interests received by all persons benefited. The
values as finally determined in the respective tax proceedings shall be the values
used for the apportionment of the respective taxes.
(e) No Apportionment to Retirement Plan Assets
No such taxes shall be paid from or allocated to any retirement plan assets that
become a part of my estate or a trust established under my will or are otherwise
required to be included in my gross estate for purposes of such taxes unless there
is no other trust property available for payment of such taxes.
Section 6.02 Tax Elections
In exercising any permitted elections regarding taxes, my fiduciaries may make such decisions as
they deem to be appropriate in all the circumstances and my fiduciaries shall be under no duty to
make any compensatory adjustment as a consequence of any such election. My Executor may
also pay such taxes or interest and deal with any tax refunds, interest, or credits as it shall deem
necessary or advisable in the interest of my estate.
Article Seven
Definitions and General Provisions
Section 7.01 Definitions
For purposes of my will and for the purposes of any trust established under my will, the
following definitions shall apply:
(a) Adopted and Afterborn Persons
A legally adopted person in any generation and his or her descendants, including
adopted descendants, shall have the same rights and be treated in the same manner
under this agreement as natural children of the adopting parent, provided such
person is legally adopted prior to attaining the age of 18 years.
Page 8 of 13
A fetus in utero that is later born alive shall be considered a person in being
during the period of gestation.
However, a person's children or descendants shall not include an individual who
is such person's child or descendant by virtue of legal adoption if such individual
was adopted on or after December 31S` of the year following the year of my death
and is older than the oldest living child or descendant of such person on said date.
(b) Descendants
The term "descendants" shall include a person's lineal descendants of all
generations.
(c) Education
The term "education" is intended to be an ascertainable standard in accordance
with Section 2041 and Section 2514 of the Internal Revenue Code and shall
include, but not be limited to:
• Enrollment at private elementary, junior and senior high schools,
including boarding schools;
• Undergraduate and graduate study in any field at a college or university;
• Specialized, vocational or professional training or instruction at any
institution, including private instruction; or
• Any other curriculum, institution or activity that my Trustee, in its sole
and absolute discretion, deems useful for developing the abilities and
interest of the beneficiary including, without limitation, athletic training,
musical instruction, theatrical training, the arts and travel.
Education shall also include distributions made by my Trustee for expenses such
as tuition, room and board, fees, books and supplies, tutoring, transportation, and
reasonable allowance for living expenses.
(d) Internal Revenue Code
References to the "Internal Revenue Code" or "Code" or to provisions thereof are
to the Internal Revenue Code of 1986. References to the "Regulations" or "Regs"
are to the Treasury Regulations under the Internal Revenue Code. If by the time
in question a particular provision of the Internal Revenue Code has been
renumbered, or the Internal Revenue Code has been superseded by a subsequent
federal tax law, the reference shall be deemed to be made to the renumbered
provision or to the corresponding provision of the subsequent law, unless to do so
Page 9 of 13
would clearly be contrary to my intent as expressed in this agreement. A similar
rule shall apply to references to the Regulations.
(e) Per Stirpes
Whenever a distribution is to be made to a person's descendants per Stirpes, the
distribution shall be divided into as many shares as there are then living children
of such person and deceased children of such person who left then living
descendants. Each then living child shall receive one share and the share of each
deceased child shall be divided among such child's then living descendants in the
same manner.
(f) Qualified Retirement Accounts
"Qualified Retirement Benefits" means any qualified retirement plan, individual
retirement account ("IRA") or other retirement arrangement subject to the
"minimum distribution rules" of Section 401(a)(9) of the Code, or other
comparable provisions of law
(g) Shall and May
Unless otherwise specifically provided in this agreement or by the context in
which used, I use the word "shall" in this agreement as a command, directive or
requirement, and the word "may" in this agreement as allowing or permitting, but
not requiring, the taking or omission of any action.
(h) Other Definitions
Except as otherwise provided in my will, terms shall be as defined in the
Pennsylvania Probate, Estates, and Fiduciaries Code as amended after the date of
my will and after my death.
Section 7.02 Contest Provision
If, after receiving a copy of this paragraph, any person shall in any manner, directly or indirectly,
attempt to contest or oppose the validity of my will, including any codicils thereto, or
commences, continues or prosecutes any legal proceedings to set my will aside, then such person
shall forfeit his or her share, cease to have any right or interest in my estate, and shall for the
purposes of my will be deemed to have predeceased me.
This Section 7.02 shall not apply so as to cause a forfeiture of any distribution otherwise
qualifying for the federal estate tax charitable deduction.
Page 10 of 13
Section 7.03 Survivorship Presumption
If any beneficiary shall be living at my death, but die within 30 days thereafter, then such
beneficiary shall be deemed to have predeceased me for all purposes of my will.
Section 7.04 General Provisions
The following general matters of construction shall apply to the provisions of my will:
(a) Governing State Law
My will shall be governed, construed and administered according to the laws of
Pennsylvania as from time to time amended. Questions of administration of any
trust established under my will shall be determined by the laws of the situs of
administration of such trust.
(b) Gender, Number, Captions
Words denoting the masculine or feminine gender shall be construed to mean or
include the opposite gender, and the singular form shall be construed to include
the plural and the plural the singular, as the context requires or admits.
The captions of Articles, Sections, and subsections used in my will are for
reference purposes only and shall have no effect on the interpretation of my will.
(c) Notices
Whenever my will calls for notice, unless otherwise stated, such notice shall be in
writing and shall be personally delivered with proof of delivery, or mailed postage
prepaid by certified mail, return receipt requested, to the last known address of the
party requiring notice. The notice shall be effective on the date of personally
delivered or the date of the return receipt. If there is proof of mailing and the
return receipt is not received, notice shall be effective on the date it would
normally have been received via certified mail.
(d) Severability
The validity or unenforceability of any provision of my will shall not affect the
validity or enforceability of any other provision of my will. If a court of
competent jurisdiction determines that any provision is invalid, the remaining
provisions of my will shall be interpreted and construed as if any invalid
provision had never been included in my will.
Page 11 of 13
I, John J. Kane, the Testator sign my name to this instrument on August 16, 2002, and
being first duly sworn, do hereby declare to the undersigned authority that I sign and execute this
instrument as my last will and testament, that I sign it willingly (or willingly direct another to
sign for me), that I execute it as my free and voluntary act for the purposes therein expressed,
and that I am eighteen years of age or older, of sound mind, and under no constraint or undue
influence.
n J. Kane, T ator
Signed, sealed, published and declared by JOHN J. KANE, the testator above named, as and for
his Last Will and Testament, in our presence, and we in his presence, and in the presence of each
other, have hereunto subscribed our names as witnesses:
Witnesses:
Witness
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Wi e
Address:
~sa~ Ave.
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rn~Cl'iu.n~~rch~ ~ ~A ~ 705 S
Page 12 of 13
SELF-PROVING AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
ss:
COUNTY OF DAUPHIN )
We, JOHN J. KANE, and I'7lR.raa,re~- (Yl . ~ d2 r I ~ fze.n ,
the testator and the witnesses, re pectively, whose names are subscribed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testator signed and executed the instrument as his Will and that he had signed willingly and that
he executed it as his free and voluntary act for the purposes therein expressed, and that each of
the witnesses, in the presence and hearing of the testator, signed the Will as witness and that to
the best of each such witness's knowledge the testator was at that time eighteen (18) or more
years of age, of sound mind, and under no constraint or undue influence.
N J. KA
C~cP
Witness
Witn s
Subscribed, sworn to and acknowledged bef r me by JOHN J. KANE, the testator, and
subscribed and sworn to before me by and
-~a-.-a«-r-e~t -m• ~,d-eyb~+ze.~ ,witnesses, this 16th day of August, 2002.
Notary )public + I) `"
Notarial Seat
Lower Paxton~~' Dan Public pr
My CortnN~ion ~iCPiraa~l& ZOd6
Page 13 of 13
First Codicil to Will
of
John J. Kane
I, John J. Kane, a resident of New Cumberland, Cumberland County,
Pennsylvania, declare this to be the First Codicil to my will dated August 16, 2002.
1. I revoke Article One, Section 1.02 of my will in its entirety and substitute the
following in its place:
Section 1.02 Contingent Distribution of Tangible Personal Property
Any tangible personal property not disposed of by a written memorandum, or if I choose
not to leave a written memorandum, I give such property not disposed of to Kenneth C.
Aucker, Jr. If Kenneth C. Aucker, Jr. fails to survive me all such property shall become
part of my residuary estate.
2. I revoke Article Two, Section 2.02 of my will in its entirety and substitute the
following in its place:
Section 1.01 Disposition of My Residuary Estate
I give my residuary estate to Kenneth C. Aucker, Jr. If Kenneth C. Aucker, Jr. fails to
survive me, then I give my residuary estate to Holy Name of Jesus Church, 6150
Allentown Boulevard, Harrisburg, Pennsylvania. If Holy Name of Jesus Church is no
longer in existence and has no successor in interest or its successors in interest cannot be
identified with reasonable certainty, then I give my residuary estate to Hospice of Central
Peru~sylvania, P.O. Box 266, Enola, Pennsylvania.
Except as amended in this first codicil, I re-declare and republish my will.
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Page 1 of 4
I John J. Kane, having signed this Will in the presence of S ~ ~~ ~ . ~~~and
.~C-. ' u'e.G~ Ark ~oc~. who attested it at my request on this day,
~ , 2006 at Harrisburg, Pennsylvania, declare this to be my first
codicil.
J J. Kane, T ator
The above and foregoing first codicil of John J. Kane was declared by John J. Kane in
our view and presence to be his first codicil and was signed and subscribed by the said
John J. Kane in our view and presence and at his request and in the view and presence of
John J. Kane and in the view and presence of each other, we, the undersigned, witnessed
and attested the due execution of the first codicil of John J. Kane on this day,
.~In~ C ~ , 2006.
~• esiding at
s--S~ z P
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residing at ~a~ ( c~.1~~ltilQ/t_l-ems ~~
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Page 2 of 4
PENNSYLVANIA SELF AUTHENTICATING AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
I, John J. Kane, the testator 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 first codicil; and that I signed it willingly and as my free
and voluntary act for the purposes therein expressed.
Sworn to or affirmed and acknowledged before me by John J. Kane, the testator, this day,
~~ ~-- ~ 3 , 2006.
,~~
Jo .Kane, Te or
~.
Not Public
N1N10NWE T I
Notarial Seal
Amy M. Moys, Notary Public
(,over Paxton Twp., Dauphin County
My Commission Expires an. 29, 2008
Member, Pennsylvania Asscciatlen of Notaries
Page 3 of 4
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
We, S..s~, E , l.-e~.Qre~and f,~ ' ~ ~t~&'t~e ~,(1~~,~, the witnesses whose names are
signed to the attached or foregoing instrument, being duly qualified according to law, do
depose and say that we were present and saw the testator sign and execute the instrument
as his first codicil; that the testator signed willingly and executed it as his free and
voluntary act for the purposes therein expressed; that each subscribing witness in the
hearing and sight of the testator signed the first codicil as a witness; and that to the best of
our knowledge the testator was at that time 18 or more years of age, of sound mind, and
under no constraint or undue influence.
~ . ~~ ~~
Witness
itne
Nota ublic
COMMON EALT ~ PE SYL
Notarial Seal
Amyy M~. Moya, Notary Public
Lower Paxton Ti~vp., Dauphin County
My Commission Expires Jan. 29, 2068
Member, Pennsylvania Assccfation of Notaries
Page 4 of 4