HomeMy WebLinkAbout03-31-10PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND
- ------------------
Estate of Lester M. Shaak
also known as
COUNTY, PENNSYLVANIA
File Number _ 21-10- Q~ ~
,Deceased Social Security Number 180-05-6823
Stephen M. Shaak
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE `A' or `B' BELOW.)
QX A. Probate and Grant of Letters Testamentaryand aver that Petitioner(s) is/are the Executor named in the
last Will of the Decedent, dated 07/23/1999 and codicil(s) dated
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 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:
(J B. Grant of Letters of Administration
app ica e, en er c..a.; .n.c..a.; pe en e ~ e; uran e a sen ~a; uran a minors 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 ill in Section A above and complete list of heirs.)
Decedent was domiciled at death in Cumberland
County, Pennsylvania with his /her last principal residence at
Bethany Village, Mechanicsburg, Hampden Township, Cumberland, PA 17055
(List street address, town/city, township, county, state, zip code)
Decedent, then 93 years of age, died on 01/03/2010
Decedent at death owned property with estimated values as follows:
(If domiciled in PA)
(If not domiciled in PA)
(If not domiciled in PA)
Value of real estate in Pennsylvania
situated as follows:
at Bethany Village, Mechanicsburg, Cumberland County, Pennsylvania
All personal property $
Personal property in Pennsylvania $
Personal property in County $
24,000.00
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the rant of Letters in the appropriate form to
the undersigned: 9
ignature Typed or printed name and residence
Stephen M. Shaak
717-503-4886
Form
rcev. 7u-13-2006
Copyright (c) 2006 form software only The Lackner Group, Inc.
3802 Chippenham Road
Mechanicsburg, PA 17050 ~ ~ ~
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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
f ~`,tl-----
before me this ~Y day of
~~ ~--' ~ ~
~! ~-,".Q
For the Register
..
File Number: 21-10-
Estate of Lester M. Shaak
Deceased
Social Security Number: 180-05-6823• Date of Death: 01/03/2010
AND NOW, ~\'~~,ir`~.~r.._- ~(~ coo l ~ , in consideration of the foregoing Petition, satisfactory proof
having been presented before me, tT IS DECREED that Letters Testamentary
are hereby granted to Stephen M. Shaak
in the above estate
and that the instrument(s) dated 07/23/1999
described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent.
FEES
Letters .......................................... $ l~1 ~ ~ V V
Short Certificate(s) ........................ $ 1-4 ,
Renunciation(s) ............................. $
~ - L ~ $ I S, c5L7
11-~V~~D iMA~ 1 1~i~1 $ s ~ ~
$
$
$
$
$
$
TOTAL .................................. $ l C~`? ~~ lJ
+ 1 r
Attorney Signature:
Stephen M. Shaak
Signature of Personal Representative
Signature of Personal Representative
Attorney Name: Amy M. Moya U
Supreme Court I.D. No.: 91402
Law Offices of Susan E. Lederer
Address: 5011 Locust Lane
Harrisburg, PA 17109
Telephone: 717-652-7323
Form RW O2 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc.
Page 2 of 2
o`~
WILL OF LESTER M. SHARK
I, LESTER M. SHARK, of Harrisburg, Dauphin County, Pennsylvania, declare this
to be my last will and revoke any will previously made by me.
ITEM I. I give all my automobiles, and all other articles of personal and household
use, together with all insurance relating thereto, to my sons, STEPHEN M. SHARK and
GRAIG M. SHARK, share and share alike, per stirpes and not per capita, to be divided
among them as they may agree or, in the absence of agreement as my executor may
think appropriate; provided that articles which my executor considers unsuitable for any
minor children may be sold and the proceeds thereof added to my residuary estate. My
executor may, without further responsibility, distribute property passing to a minor under
this article to the minor or to any person to hold for the minor.
ITEM II. I give all the residue of my estate, real and personal, to my son,
STEPHEN M. S!-IAAK and GRAIG M. SHARK, share and share alike, per stirpes and
not per capita, provided that the share of any child who predeceases me or dies on or
before the thirtieth day following my death shall be distributed to his issue per stirpes
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living on the thirty-first day following my death and in default of any such i-living ~ + ' ~~
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issue such share shall be added to the share or shares for my other child. ' .:~ ~- _` s ~~
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Page 1 of 5 Pages.
ITEM III. No interest in income or principal shall be assignable by, or available to
anyone having a claim against, a beneficiary before actual payment to the beneficiary.
ITEM IV. All of my just debts and expenses owing at the time of my death and
any debts arising from my death and burial shall be paid out of the principal of my
residuary estate.
ITEM V. All federal, state, and other death taxes payable on the property forming
my gross estate for tax purposes, whether or not it passes under this will, shall be paid
out of the principal of my residuary estate just as if they were my debts, and none of
those taxes shall be charged against any beneficiary.
ITEM VI. I authorize my executor:
A. to retain and to invest in all forms of real and personal property,
regardless of (i) any limitations imposed by law on investments by executors or trustees,
(ii) any principle of law concerning delegation of investment responsibility by executors
or trustees, or (iii) any principle of law concerning investment diversification;
B. to compromise claims and to abandon any property which, in my
executor's opinion, is of little or no value; to borrow from, and to sell property to others,
Page 2 of 5 Pages.
and to pledge property as security for repayment of any funds borrowed;
C. to sell at public or private sale, to exchange or to lease for any
period of time any real or personal property, and to give options for sales or leases;
D. to join in any merger, reorganization, voting-trust plan or other
concerted action of security holders, and to delegate discretionary duties with respect
thereto;
E. to use administrative or other expenses of my estate as income tax
or estate tax deductions and to value my estate for tax purposes by any optional method
permitted by the law in force when I die, without requiring adjustments between income
and principal for any resulting effect on income or estate taxes; and
F. to distribute IN KIND and to allocate specific assets among the
beneficiaries in such proportions as my executor may think best, so long as the total
market value of any beneficiary's share is not affected by such allocation.
These authorities shall extend to all real and personal property at any time
held by my executor and shall continue in full force until the actual distribution of all such
property.
Page 3 of 5 Pages.
All powers, authorities, and discretion granted by this will shall be in
addition to those granted by law and shall be exercisable without leave of court.
ITEM VII. I appoint my son, STEPHEN M. SHAAK, executor under this will.
Should my son, STEPHEN M. SHAAK, fail to qualify or cease to act as executor, I
appoint my son, GRAIG M. SHAAK, executor under this will. No personal
representative appointed hereunder shall be required to give bond or furnish sureties in
any jurisdiction.
ITEM IX. The term "executor" and "trustee" or any pronoun used to indicate the
executor, trustee, any other fiduciary or any beneficiary shall be deemed to apply to one
or more than one person or corporation and to the masculine, feminine or neuter gender
as the case may be.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my last
will, this ~-3 day of July, 1999.
~'~~~-C4~z ly! ~-(n-~,c~ (SEAL)
LESTER M.SHAAK
Page 4 of 5 Pages.
SIGNED, SEALED, PUBLISHED, and DECLARED by the above testator, as and
for his last will, in the presence of us, who thereupon at his request, in his presence and
in the presence of each other, have hereunto subscribed our names as witnesses.
i
19273.1
Page 5 of 5 Pages.
STATE OF PENNSYLVANIA )
( ss:
COUNTY OF DAUPHIN )
We, LESTER M. SHAAK, G. ~ and
. L.+d~~ the test t
_ a or and witnesses, respectively, w ose names are
signed to the attached or foregoing instrument, being first duly sworn do hereby declare
to the undersigned authority that the testator signed and executed the instrument as his
last 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 our
knowledge, the testator was at that time eighteen years of age or older, of sound mind
and under no constraint or undue influence.
SUBSCRIBED, sworn to or affirmed, and acknowledged before me by the
above-named testator and by the witnesses whose names appear above on
02 ~' , 1999.
Notarial Seal Pubiic
Deborah S. Boyer, Notary
Harrisburg, auphm County
My Commission Expires May B, 2000
Member, Pennsylvania Association of Notaries
19273.1