HomeMy WebLinkAbout04-01-09PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate of MAXIM M. DEMCHAK
also known
File Number l~ / - oCl - .J ~~
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
Social Security Number 207-28-9047
Deceased
/^ A. Probate sod Groot of Letters Testamentary and aver that Petitioner(s) is l are the
last Will of [he Decedent dated APRIL 22, 2008 and codicil(s) dated N/A
G Vl~ - ~T
(State relevorct circumstances. eg., rercurcciadort, death of executor, etc.) ~ ,,.,
Ezcept as follows, Decedent did not marry, was not divorced, and did not have a child bom or adopted after executi~ a instrit~nt(s) 6ffeced
For probate, was not the victim of a killing and was never adjudicated an incapacitated person: _~ -"vi ~ ~ ~ "-r~
F
B. Groot of Letters of Admioisttatioo
(Ijapplicable, enter: c. t. a.; d. b.rc.c. t.a.: pendertte lire; durance absentia: durance minoritate)
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: (Ij
Administration, c. t.a. ar d.b.n.c.t. a., enter date of Wifl in Section A above and complete list ofheirs.)
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania with his /her last principal residence at
125 CLAY ROAD CARLISLE WEST PENNSBORO TOWNSHIP CARLISLE PA 17015
(Lis[ street address, town/ciry, township, county, state, zip code)
Decedent, then 72 years of age, died on FEBRUARY 18, 2009 at HERSHEY MEDICAL CENTER, DERRY TOWNSHIP,
DAUPHIN COUNTY PENNSYLVNAIA
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA)
(If not domiciled in PA)
Value of real estate in Pennsylvania
Personal property in Pennsylvania
Personal property in County
situated as follows: 3332 GREEN STREET, HARRISBURG, PA AND 123 CLAY ROAD, CARLISLE, PA 17015
$ !0,000.00
g 100,000.00
Wherefore, Petitioner(s) respectfully roquest(s) the probate oRhe last Will aad Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to
the undersigned:
~~3t ~~A / _ ~ _~/ z ~ I SUSAN DEMCHAK-HERB 125 CLAY ROAD, CARLISLE, PA 17015
~ P~ ~,1kM r.4wIC I LINDSEY R. DEMCHAK 4701 RUTH ANN STREET, HARRISBURG, PA 17109
Form ew-oz rev rn 13.od Page 1 of t
(COMPLETE IN ALL CASES:) Attach addrbonal sheets ijaecessary.
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
The Petitioner(s) above-named swear(s) or af5rm(s) [ha[ the statements in [he foregoing Petition are true and correct to the best of
the knowledge and belief of Petitioner(s) and that, as personal representative(s) of [he Decedent, Petitioner(s) will well and truly
administer the estate according to law.
Sworn [o or affirmed andsubscribed
before tie the ~~- day of
the Register Signomre of Personal Representative
V
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1
File Number: ~(' ~ ~" ~~(./ / OAT ? .- -~~
Estate of MAXIM M. DEMCHAK , ISeceased ~ --
Social Security Number: 207-28-9047 ~~~~//~~ Date of Death: FEBRUARY 18. 2009
AND NOW, , CYw~ inconsideration of the foregoing Petition, satisfactory proof
having been presented before me, IT IS DECREED that Letters TESTAMENTARY
are hereby granted to SUSAN DEMCHAK-HERB AND LINDSEY R. DEMCHAK
in the above estate
and that the instrument(s) dated APRIL 22, 1008
described in the Petition be admitted to probate and filed of record as
(and
FEES //II
~ ~~LI((lY~ ~//tLLC.~G~G~~~~
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Letters
.......
Short Certif
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...
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Reg;slerofwll7J :.~ 2
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e(s) ........ $ Attorney Signature: ,y
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Renunciation(s) $
f ~~~ $~ Attorney Name: DALE F. SHUG
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$
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/ ~ Supreme Court LD. No. : 19373
.. $
$ Address: 10 WEST HIGH STREET
$ CARLISLE, PA 17013
.. $
. $
.. $
$ Telephone: 717-241-4311
TOTAL ....... ....... $
Form RW-02 rev !0.13.06 Page 2. Of Z
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LOCAL REGISTRAR'S CERTIFICATION OF DEATH ~~
WARNING: It is illegal to duplicate this copy by photostat or photograph.
~ Fee for Ihis certificate. y;h.OU
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Certification Number
7^hiy is w ccrlifi' that the information here given i~
curreCll} Copied Ih>m un original Certflica}e of Demh
duly Bled wish me ^s I ~ICaI Registrar. The original
certificate will be filTw;lydai to the Stub ViWI
Realyds Oli ice lilt pernumew tiling.
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DEPARTMENT OF HEALTH • VITAL RECORDS ~~ ~ ~ ..T
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CERTIFICATE OF DEATH
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Hershey, pq 77033
LAST WILL AND TESTAMENT
OF
MAXIM M. DEMCHAK
a~J~a7
KNOW ALL MEN BY THESE PRESENTS, that I, MAXIM M. DEMCHAK, currently of
125 Clay Road, Carlisle, Pennsylvania, 17015, being of sound and disposing mind and
memory do hereby make, publish and declare this as and for my Last Will and Testament,
hereby revoking and making null and void any and all former Wills and/or Codicils
heretofore by me made.
FIRST: I direct my personal representative hereinafter named to pay all open
expenses including the expenses of my last illness and burial as soon as practicable after
my decease. I further direct that burial shall be at the Umbria Cemetery, Osceola Mills,
Pennsylvania in a sealed, concrete vault.
SECOND: I hereby give, devise and bequeath all remaining items of tangible
personal property, including furniture, personal affects, jewelry, and the like to my
daughters, SUSAN DEMCHAK and LINDSEY DEMCHAK, share and share alike. Any
items of personal properly remaining shall be sold and proceeds therefrom shall be added
to the residuary of my estate.
THIRD: I hereby give, devise and bequeath all the rest, residue and remainder
whether it be, real or personal, unto my daughters, SUSAN DEMCHAK A~ LIND',~Y
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DEMCHAK, equally. Liquid assets shall be placed in separate trusts according to the
instructions in section six.
FOURTH: As to all provisions of my Last Will and Testament. If and in the event
my daughter, SUSAN DEMCHAK, shall predecease me or fail to survive me for a period
of thirty (30) days, then and in that event her interest in my estate shall lapse unto my
daughter, LINDSEY DEMCHAK. If and in the event my daughter, LINDSEY DEMCHAK,
shall predecease me or fail to survive me for a period of thirty (30) days, then and in that
event her interest in my estate shall lapse fifty (50%) percent unto my daughter SUSAN
DEMCHAK and fifty (50%) percent unto a trust as noted below for my granddaughter,
DERIKA DEMCHAK. My daughter, SUSAN DEMCHAK, if surviving shall act as Trustee
according to the provisions below. If and in the event both my daughters, LINDSEY
DEMCHAK AND SUSAN DEMCHAK, predecease me or fail to survive me for a period of
thirty (30) days then and in that event, all the rest, residue and remainder of my estate
shall be placed in a Trust for my granddaughter, DERIKA DEMCHAK, according to the
provisions below.
FIFTH: In the event my granddaughter, DERIKA DEMCHAK, receives the interest
of my children, I direct that her interest beheld INTRUST NEVERTHELESS by MIKKIE
DEMCHAK WILLIAMS, TRUSTEE, for DERIKA'S DEMCHAK'S college expenses or for
legitimate health or welfare needs not to exceed five (5%) percent of the corpus or until
my granddaughter has attained the age of twenty-five (25) years, at which time the
Trustee shall immediately distribute the balance, including any earned but undistributed
income or interest, to that beneficiary. If and in the event, MIKKIE DEMCHAK
WILLIAMS, is unable or unwilling to as Trustee, then and in that event I appoint, DAVID
R. THOMPSON, ESQUIRE, of Philipsburg, Pennsylvania, as Successor Trustee. The
Trustee may receive five (5%) percent of the earnings as compensation.
SIXTH: It is hereby requested that the trustee and beneficiary(ies) of my estate
consult a certified financial planner, invest the monies in conservative securities (e.g
utilities, GNMA, Preferred Stock) and will draw the net monthly or quarterly earnings, less
10% for growth, until age fifty-five (55) for retirement. Withdrawals from the corpus may
occur for legitimate health, education, or welfare needs, not to exceed five (5%) percent.
The trustee may receive five (5%) of the earnings as compensation.
LASTLY: I hereby nominate, constitute and appoint my daughters, SUSAN
DEMCHAK AND LINDSEY DEMCHAK, Co-Executrices of this my Last Will and
Testament.
My Co-Executrices hereunder shall have the following powers, in addition to those
powers conferred by law: To dispose of any asset of my estate, including real estate at
private or public sale at such price or prices as they shall see fit; to lease, encumber or
option any portion of my estate; and to make distribution of my estate in kind, in cash, or
partly in kind and in cash.
No bond or other security shall be required of my Co-Executrices in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~~ day of
2008, to this my Last Will and Testament consisting of six (4) pages.
` hv~<:2 ~-.,-s }IL ~Ur..-.-rt~ia`-- (SEAL)
Signed, sealed, published and declared by the Testator as and for his Last Will and
Testament, in the presence of us, who in his presence and at his request and in the
presence of each other, have hereunto subscribed our named as witnesses thereto.
~i~~ ~ l~'ha-~~
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF C/r~~l~~/~ :ss:
I, MAXIM M. DEMCHAK ,the Testator/Testatrix whose name is signed to the
foregoing instrument, having been duly qualified according to law, do hereby acknowledge
that I signed and executed the said instrument as my Will, that I signed it willingly and that
I signed it as my free and voluntary act for the purposes therein expressed.
Sworn to and subscribed before me, $he undersigned Notary Public, by the said
Testator/Testatrix, this _~~ day of 1~ ~i / , 2008.
P.
COMMONWEALTH OF PENNSYLVANIA A^tY J. Doran, Notory~pupjjh
Cheater Hill Borough, Cleerfleld CguatV
COUNTY OFGIeat{?~-~ :SS: MYCOmmleelonExplreEMQY~O,zojt
We, ~ l-,m~? ~~r,,Pk and ~IG~lel~~i L. ~v~h~~~ the
witnesses whose names are signed to the foregoing instrument, being qualified according
to law, do depose and say that we were present and saw the Testator/Testatrix therein
named sign and execute the said instrument as his/her Will, that he/she signed willingly
and that he/she executed it as his/her free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the said Testator/Testatrix signed
the Will as witnesses; and that to the best of our knowledge the said Testator/Testatrix
was at that time 18 or more years of age, of sound mind and under no constraint or undue
influence.
/~' ~iJL~ ~'TY /1~e.S~~
~~
~c~t~zP,e~ C j/~erl-,a,~
Sworn to and subscri ed before me, the undersigned Notary Public, by the said
witnesses, this day of `' 2008.
.P.
COMMONWEALTH OF P~ ~LY~N.
NOTARIAL SEAL
AmV J. Doren, NoterV Rup~'c
Cheater HIII Borough, Clearfjald <: run:
MyCOmmlulonExpirgfMao?4201_. _