HomeMy WebLinkAbout10-28-08PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate of Steve D Veronikis t=ile Number 21-- ,~ ~ -~ ~ f ~lU~
also known as
,Deceased Social Security Number
Catherine P Kastanas and Dennis Veronikis
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 Testamentary and aver that Petitioner(s) is/are the Co-Executors named in the
last Will of the Decedent, dated 12/11/2006 and codicil(s) dated
State relevant circumstances, e.g., renunciation, death o/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 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
app ica e, en er' c..a.,~ .n.c..a.; pe en e i e; uran e a sen ia; uran a m~non 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: (If
Administration, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.)
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Name ~ Relationship Residence _1-? __ r
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(COMPLETE IN ALL CASES.) Attach additional sheets if necessary. ~
Decedent was domiciled at death in Cumberland County, Pennsylvania with his /her last principal residence at
5216 Oxford Drive, Mechanicsburg, E. Pennsboro, Cumberland, PA 17055
(List street address, town/city, township, county, state, zip code)
Decedent, then 97 years of age, died on 09/23/2008
at Holy Spirit Hospital, Camp Hill, PA
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: 5216 Oxford Drive, Mechanicsburg, PA
10,000.00
100,000.00
W:~erefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to
the undersigned:
Signature Typed or printed name and residence
~, Catherine P Kastanas 3 Briargate Road
~~ ~N~ ~ Mechanicsburg, PA 17050
- ~i~ , Dennis Veronikis :5220 Windsor Blvd.
/ ; r ,~~~~~~/ r~ ~,~,Q..._J Mechanicsburg, PA 17055
Form KW-UL Rev. f0-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 1 of 2
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 send 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 ~~~~~~~~ ~ '' :'~
Signature of Personal Representative Catherine P Kastanas
before me this~~ .day of ~ ° ~ %+
Si hat re ' ersonal Re resents ~~
`~„~Q~~-- o~~.~` g p Dennis Veronikis
4 Signature of Personal Representative i' }
For ,he Register ~, i~>Y~
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File Number: 21-- (~~ - I O(G~ '^ ~
Estate of Steve D Veronikis , Dece~d~' ~•`
A/K/A - - ~ L~
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Social Security Number: Date of Death: 09/23/2008
AND NOW, ~~ ~~ ~. , ~ ~ , in consideration of the foregoing Petition, satisfactory proof
having been presented before e, IS DECREED that Letters Testamentary
are hereby granted to Catherine P Kastanas and Dennis Veronikis
and that the instrument(s) dated 12/11/2006
described in the Petition be admitted to probate and filled of record as the last Will (and Codicil(s)) of Decedent.
FEES
Letters ....................................... ..... $ 260.00
S::ort Certificate(s) .................... .... $ 16.00
Renunciation(s) ......................... .... $
Automation fee $ 5.00
JCP Fee $ 10.00
$ 15~~°
$
$
$
$
$
$
TOTAL ................................
.... $ (P
~ '_
in the above estate
Supreme Court I.D. No.: 68003
Hazen Elder Law
Address: 2000 Linglestown Rd.
Suite 202
Harrisburg, PA 17110
Telephone: 717-540-4332
Forth RW-O2 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 2 of 2
Attorney Signature: hY~~~-~~^•1 "
Attorney Name: Marielle F Hazen
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LAST WILL AND TESTAMENT
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STEVE VERONIKIS ;,
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I, STEVE VERONIKIS, now domiciled in Cumberland County, Pennsylvania, declare this
to be my Last Will. I revoke all other Wills and Codicils that I may have previously made.
Article I
My just debts and expenses of my last illness, funeral, and administration of my estate shall
be paid by my Executor from the principal of my residuary estate as soon as practicable after my
death.
Article II
All inheritance, estate, and succession taxes (including interest anti penalties thereon, but not
including any generation skipping tax) payable by reason of my death shall be paid out of and be
charged generally against the principal of my residuary estate without reimbursement from any
person. This provision is not a waiver of any right which my Executor has to claim reimbursement
for any such taxes which become payable as the result of any property ovc;r which I have the power
of appointment.
Article III
I give, devise and bequeath my tangible personal property iin accordance with any
memorandum I have either handwritten or signed, located with my Will oi• with my valuable papers
and found within 30 days of the probate of my Will. Gifts may only be to persons who survive me or
to organizations which exist at my death, and if there is a conflict, the memorandum having the latest
date shall govern. To the extent no such memorandum is found, or all of my tangible personal
property is not disposed of pursuant thereto, my tangible personal property shall be added to my
residuary estate and pass under Article IV hereof.
Article IV
All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
situate, I give, devise and bequeath according to the following:
A. ONE-THIRD (1/3) of my estate to be held in trust for the benefit of my wife,
HELEN VERONIKIS, currently of Cumberland County, Pennsylvania, to be held, managed, and
administered according to Article V herein. In the event HELEN VERONIHIS predeceases me or
fails to survive me by thirty (30) days, then her share shall be distributed outright IN EQUAL
SHARES to my children: CATHERINE P. KASTANAS, currently of Cumberland County,
Pennsylvania; and DENNIS VERONIKIS, currently of Cumberland County, Pennsylvania, per
stirpes; and
B. TWO-THIRDS (2/3) of my estate to be distributed outriglit IN EQUAL SHARES to
my children: CATHERINE P. KASTANAS and DENNIS VERONIKIS. However, if a
beneficiary does not survive me by thirty (30) days, but leaves descendants who survive me by thirty
(30) days, those descendants shall receive, per stirpes, the share the beneficiary would have received
had he or she survived me by thirty (30) days.
2
Article V
In the event that a Trust is created for the benefit of my wife, HELEN VERONIKIS, by or
as a result of any part of this Will, the terms and conditions of the Trust for the benefit of HELEN
VERONIKIS shall be as follows:
A. To expend and apply so much of the net income and so much of the principal of the
Trust as the Trustee shall consider advisable for the support, health, and care of HELEN
VERONIKIS for the remainder of her lifetime.
B. In the event of HELEN VERONIKIS's death, the trust shall terminate, and the
remaining income and principal of the trust shall be distributed outright II~d EQUAL SHARES to my
children, CATHERINE P. KASTANAS and DENNIS VERONIKIS, ~~er stirpes.
C. No beneficiary or remainderman of this Trust shall have any right to alienate,
encumber, or hypothecate his interest in the principal or income of the Trust in any manner, nor shall
any interest be subject to claims of his creditors or liable to attachment, execution, or other processes
of law.
Article VI
In order to carry out the purposes of the Trust established by this Will for the benefit of
HELEN VERONIKIS, the Trustee, in addition to all other powers granted by this Will or by law,
shall have the following powers over the Trust estate, subject to any limitations specified elsewhere
in this Will:
(a) to retain in the form received and/or to sell either at public or private sale, any real
estate or personal property except that which I specifically bequeath herein,
_3_
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
(d) to exercise any option or right arising from the ownership of investments,
(e) to compromise claims without court approval and without consent of any beneficiary,
(f) to file fiduciary/income tax returns and pay the tax due for any year for which such a
return is required,
(g) to make distributions in cash or in kind, or in both, and to determine the value of any
such property,
(h) to employ any attorney, investment advisor, or other agent: deemed necessary by my
Executor; to pay from my estate reasonable compensation for all their services,
(i) to receive required minimum distributions from any individual retirement account of
which the trust beneficiary is the beneficiary; to make elections with rega~•d to individual retirement
accounts; and to distribute the required minimum distribution to the trust beneficiary(ies). Payments
made hereunder to or for the trust beneficiary's benefit from any qualified p{an or individual retirement
account payable to the trust by reason of my death shall equal at least the amount of the mandatory
minimum distributions from such plans or accounts and shall comply with th~.e requirements of Revenue
Ruling 89-89, I.R.S. 1989-27. No qualified assets shall be used to pay administrative expenses or
taxes of my estate,
(j) to conduct along with or with others, any business in which I am engaged in or have
an interest in at the time of my death,
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(k) to receive reasonable compensation in accordance with their standard schedule of fees
in effect while their services are performed, and
(1) to make unlimited gifts from the trust to my child(ren), including the Trustee
hereunder, or to a trust for the benefit of my spouse or my child(ren). The amounts and nature of
such gifts shall be in the sole discretion of my Trustee. It is my specific intention that gifting to
protect assets from the costs of long term care shall be permitted.
Article VII
I hereby appoint my children: CATHERINE P. KASTANAS and'. DENNIS VERONIKIS,
Co-Trustees, acting jointly and/or individually, of any Trust(s) created in this Will. In the event that
either of the Appointees is unwilling or unable to serve, then the remaining Appointee shall serve
alone as Trustee.
Article VIII
I nominate, constitute, and appoint my children, CATHERINE P. KASTANAS and
DENNIS VERONIKIS Co-Executors of my Last Will and Testament. I direct that my Co-
Executors be permitted to serve without bond. In addition to those powers granted by law, I grant
them power to distribute in cash or in kind, in like or in unlike shares, and to file any qualified
disclaimer I could have filed if living. My Co-Executors shall receive reasonable compensation for
services rendered to my estate.
_5_
Article IX
In addition to the powers conferred by law, I authorize my Co-Exe;cutors in his/her absolute
discretion:
(a) to retain in the form received and to sell either at public or private sale, any real estate
or personal property except that which I specifically bequeath herein,
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
(d) to exercise any option or right arising from the ownership of investments,
(e) to compromise claims without court approval and without consent of any beneficiary,
(f) to file any federal income tax return for any year for which :[have not filed such return
prior to my death,
(g) to make distributions in cash or in kind, or in both, and to determine the value of any
such property,
(h) to employ any attorney, investment advisor, or other agent. deemed necessary by my
Executor; and to pay from my estate reasonable compensation for all their services,
(i) to conduct alone or with others, any business in which I am engaged in, or have an
interest in at time of my death, and
_6_
(j) to receive reasonable compensation in accordance with their standard schedule of fees
in effect while their services are performed.
IN WITNESS WHEREOF, I, STEVE VERONIKIS, hereby set; my hand to this my Last
Will and Testament, on /~ . , 2006, at Harrisburg, Pennsylvania.
~~~
S EVE VERONIHIS
In our presence, the above-named STEVE VERONIKIS signed this and declared this to be
his Last Will and now at his request, in his presence, and in the presence of each other, we sign as
witnesses.
Name
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Address
2000 Linglestown Rd., Suite 202, Harrisburg, PA 17110
~i (~-~~'~~.r.~ ~~~~s ~. Cat <<~ ~F~
I, STEVE VERONIKIS, Testator, who signed the foregoing instrument, having been duly
qualified according to law, acknowledge that I signed and executed this instrument as my Will, and
that I signed it willingly as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and
acknowledged before me by
STEVE VERONIKIS, the Testator,
on , 2006.
Notary Public
STEVE VERONIHIS
We, the undersigned witnesses who signed the foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the Testator sign and execute this
instrument as his Will; that he signed and executed it willingly as his free; and voluntary act for the
purposes therein expressed; that each of us in his sight and hearing signed the Will as witnesses, and
that to the best of our knowledge, that he was at that time eighteen (18)~ years or more of age, of
sound mind, and under no constraint or undue influence.
Sworn to or affirmed and
subscribed to before me
by _
and
witnesses, on , 2006.
Notary Public
Witness
Witness
-8-
OATH OF SUBSCRIBING WITNESS(ES)
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
..
Estate of Steve D Veronikis ~ Decea~d
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Marielle F. Hazen (each) a subscribing`witness tT' - -
(Print Names) ~ ='!
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the ~ Will ^ Codicil(s) presented herewith, (each) being duly qualified according t(~ law, depose(s) and
say(s) that she / he /they was /were present and saw the above Testator /Testatrix sign the same
and that she / he /they signed the same and that she / he /they signed as a witness at the request of
the Testator /Testatrix in his /her presence and in the presence of each other.
~~
(Signature) ignature) Marielle F. Hazen
2000 Linglestown Rd., Ste 202
(Street Address) (Street Address)
_ Harrisburg, PA 17110
(G~ry, State. Zip) (City. State, Zip)
Executed in Regisfer's Office Executed out of Register's Office
Sworn to or affirmed and subscribed Sworn to or affirmed and subscribed
before me this day befo
re
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e thi ~ __day
of ~~
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Deputy for Register of Wills u ~P .Ct7d~rY~v~;f~
Notary Public
My Commission Expires:,~~. 14~ott
(Signature and seal of Notary or other official qualified to
administer oaths Show date of expiration of Notary's commission.)
COMMONWEALThi OF PENNSYLVANIA
Notarial Seal
Corime Eggers Woo~-axse, Notary Public
alYaF~rttsbrug, Dauphin Courriy
My Garrnissic+r. Expirns Aug. 14, 2011
NOTE: To be taken by Officer authorized to administer oaths. Please have present the original or copy of instrument(s) at time of notarization.
Form RW-O$ Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc.
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OATH OF SUBSCRIBING WITNESS(ES) ~~~~;~-
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REG STER OF WILLS -~~
COUNTY, PENNSYLVAI`(IA _
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Estate of `~~ ~,(~ Q ~~ ~~~,~ ~ ,Deceased
(each) a subscribing witness to
(Print Name/s)
the Will ^ Codicil(s) presented herewith, (each) being duly qualified according to law, depose(s) and
say(s) that she he /they was were present and saw the above Testator Testatrix sign the same
and that she ~ they signed the same and that she he /they signed as a witness at the request of
the Testator°~ Testatrix in her / is presence and in the presence of each other.
(Signature
~ ~ l (~-~.~c~~ was ~ ~
(Sn•eet Address)
~I~SL~ , ~ ~ ~1~rs
(City, Slate, Zip)
Executed in Register's Office
Sworn to or affirmed and subscribed
before me this
of
day
Deputy for Register of Wills
(Signature)
(Street Address)
(City, State, Zip)
Executed oast of Register's Office
Sworn to or affirmed and subscribed
before me this ~~~ day
of ,~~.
Notary Pu lic UU
My Commis n Expires:
(Signature and Seal of Notary or other official qualified to
administer oaths. Show date of expiration of Notary's Commission.)
NOTE: To be taken by Officer authorized to administer oaths. Please have present the original or copy of instrument(s) at time of notarization.
COMMONWEAL'~H OF PENNSYLVANIA
FormRW-03 rev. 10.!3.06 N~ta-ialSeal
TonYa S. Griftie, Notary Public
Sotdh Middtetpn Twp Cumberland County
MY Cornmiss(on Expires Nov. 30, 2011
Member, Pennsylvania Association of Notaries