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HomeMy WebLinkAbout02-15-13PETITION FOR GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Petitioner(s) named below, who is/are 18 years of age or older, apply(ies) for Letters as specified below, and in support thereof aver(s) the following and respectfully requests the grant of Letters in the appropriate form: Richard H. Lee Decedent's Information Name: Virginia H. Lee a/k/a: a/k/a: a/k/a: Date of Death: 12/17/2012 Decedent was domiciled at death in Cumberland County, File No: 21 ~--~~ - ~/ ~'tl (Assigned by Register) Social Security No: Age at Death: 99 PA 04/17/1995 principal residence at 210 Big Spring Rd., Newville 17241 West Pennsboro Cumberland Street address, Post Office and Zip Code City, Township or Borough County Decedent died at 210 Big Spring Rd., Newville 17241 West Pennsboro Cumberland PA Street address, Post Office and Zip Code City, Township or Borough County State Estimate of value of decedent's property at death: If domiciled in Pennsylvania ...................... All personal property $ 50,000.00 If not domiciled in Pennsylvania ................ Personal property in Pennsylvania $ If not domiciled in Pennsylvania ................ Personal property in County $ Value of real estate in Pennsylvania ................................................................... $ TOTAL ESTIMATED VALUE $ Real estate in Pennsylvania situated at (Attach additional sheets, if necessary.) City, Township or Borough ® A. Petition for Probate and Grant of Letters Testamentary Petitioner(s) aver(s) that he/she/they is/are the Executor(s) named in the Last Will of the Decedent, dated thereto dated (State) with his/her last 50,000.00 Street address, Post Office and Zip Code County and Codicil(s) State relevant circumstances (e.g., renunciation, death of executor, etc.) Except as follows: after the execution of the instrument(s) offered for probate, Decedent did not marry, was not divorced, was not a party to a pending divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa. C.S. § 3323(8), and did not have a child born or adopted; and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. ® NO EXCEPTIONS ^ EXCEPTIONS ^ B. Petition for Grant of Letters of Administration (If applicable) c.t.a., d. b. n., d. b. n. c.t.a., pedente lite, durante absentia. durante minoritate If Administration, c.ta or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs. Except as follows: Decedent was not a party to.pending divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa. C.S. § 3323 (g) and was neither the vlctlm of a killing nor ever adjudicated an incapacitated person. ^ NO EXCEPTIONS ^ EXCEPTIONS Petitioner(s), after a proper search has/have ascertained that Decedent left no Will and was survived by the following spou.~g (if any) and heirs (attach additional sheets, if necessary): ~ ~ C ~-~,' ~# f~'1 Name Relationship Address ~ "v rn """ ~ f..,.~, m rrt :~~"~ Q,~ a c~b-~ ;;~ ~ '~ ~--- --- c~ ~ ~ c~ ~ rv cn ~ v~ Form RW-02 rev. 10-11-2011 Copyright (c) 2011 form software only The Lackner Group, Inc. Page 1 of 2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } } SS: } Petitioner(s) Printed Name Petitioner(s) Printed Address ~; ~ ~ Richard H. Lee 150 Hilltop Road ~p -'x-t ~ ~"~ G7 Gardners, PA 17324 ~ z ~ ~ ~ ~ C1"7 ~ 4 ` ~ C~ ~ Q ~ C7 .Y,I "r"! ~7 CA ».`~ "... ` ...~ C~ ~~,. r'r1 The Petitioner(s) above-named swear(s) or affirm(s) 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 Decede itioner ) vyill well and truly administer the estate according to law. Sworn to or affirmed and subscribed before w d( Date me thi day of ebr ~ Zc / Date By: Date e Register Date BOND Required? ~ YES ~ NO FEES: Letters .......................................... $ 90.00 ( 2 )Short Certificate(s)......... 10.00 ( )Renunciation(s) .............. ( )Codicil(s) ........................ ( )Affidavit(s) ...................... Bond ............................................. Commission .................................. Other Will 15.00 ~Z~ Q ~ ~ Automation Fee ............................ 5.00 JCS Fee ....................................... 23.50 TOTAL ......................................... $ 't43vT~ b Attorney Signature: Printed Name: Linda J. Olsen, Esq. Supreme Court ID Number: 92858 Firm Name: Hazen Elder Law Address: 2000 Linglestown Rd. Suite 202 Harrisburg, PA 17110 Phone: 717-540-4332 Fax: 717-540-4313 E-mail: lolsen@hazenelderlaw.com ~ .~ DECREE OF THE REGISTER Date of Death: 12/17/2012 Social Security No: 386-20-3079 Estate of Virginia H. Lee File No: 21 °-~,3 - ~ / ~~ a/k/a: AND NOW, ~~ ZD /~ , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Richard H. Lee in the above estate and (if applicable) that the instrument(s) dated _ described in the Petition be admitted to probate and filed of record as To the Register of Wills: Official Use Only Please enter my appearance by my signature below: 04/17/1995 II (and Codic}I(s)) of Decedent. Register of Wills `~ Copyright (c) 2011 form software only The Lackner Group, Inc. H105.805 REV (9/11) 2~~/3,d18~ LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to .duplicate; this copy by photostat or photograph. RF~oRa~~ vF~rcF a~ =t Fee for this certificate, $6.00 R F G t S T~ R p ~ ~ ~ LS This is to certify that the information here given is correctly copied from an original Certificate of Death g p duly filed with me as Local Registrar. The original t ~~~`~ ~~~ ~ 5 t 1~ ~, ~ z certificate will be forwarded to the State Vital Records Office for permanent filing. P 18 913 1 c~~Rx °F DES 1 g~.20j2 ~ 7 ORPHANS' COUR • ~ • T Certification Number ~~lB~RLANO CQ,~ ~~ Local Regis Date Issued Typ•/Pr1nt In. COMMONWlAL"1'FI OF~P{NNSYI2YANI/-.+ D{PARTMENT OF NEALTN ~ VfTAL R{OORDf~ -arrrsanant ~ '-GE~T[iFl~EAT.~ ~--•F~~:[?,EA'F1~i ~~ ~~-.-•- -•---~-- C \~ 1. Daea an s Lap Nem• rsr M ti .-!u !'. led• laeurMy.•N mbar a 0a•th NIe 0•y .r pal Mo .~ ~ ~ • a, Ap,-Last Kh sy rs ar` e•r . !e.- ~ -:1 • R t• Me Dey ear } Mon 'o. ra {n vntrv 7e 't:a Clty'Yt Months Days Flours ~ ~ MlpsJt•s ~. • • • p c~-1••ob< r 19 1.~. •. m..R~rp(.e- ntY) fie. RasWenea t.b or Peroiin Country/ 3b. Residence (str'•ae an Number- Include Apt No.) Oid:-OaodarstLw In a ef ~ wevh~P • ~~ ~~ '~~~ ~ f ' ~Yas, dacedarst'INSd In _~ya~ ~J- F7~ .r~e'94 ~Y~ twp. { anq Co ty ' •fadSdsidanea' ) QNe, daoderltllMd wtalsln Ibnhs-ei ~aety/boro. 9.~ r In Ui~Aren ~FOros? 10: Marhd 3tstw at m• gas Mssrrta . 1L iurMWnl lpowa; arrsa wife, iMa name prior to Ars! m•rrls{a Q Yes ~ No Q Unknown '~ DFwrwd O Navar Marrf•d Q Unknown 11 • sN•m• Arse, Middle, Lest, ~ 1{.~ otha-'s Naen• Prior to First Msrri•{• Finet, MI a, Laat SN. orT s Nama 1,b. at/o Ip t0 er •Tt + 14G n rTarK s a i ! • usn ar, , Rata, p • - ~ T ' ' 1/ OaaeA Oeourrad~n • Nosplea~ ~ Inpetlent 'ima laeo Ou adant Dod on Arrival Dac•d•nYs Meme H OiaiM OeeurrW feeniwhir :si OtMr rhen ^ Mesplt•h ~ NospMe Fee~l/sy ~ Nursin Hema n Tartu GI'd tatli Other S - 15..~ F Nam• n, and nYm r, unty o ast lSc- ty or Town, Sb , an 21P a / tie. : e D pos en Wrle Crests on 1 Data DIJP n 1 P ace o D Pos tion Nama wrnebry, erornatory, er o ar P sea) • Q Mmevsl fhom flab Q •DenaU Otl•lar ~ ' - 1 . I.oc•tlon ,Pee on er Town,lbta, an P 17e. i• naae er rson In CAarp~o ~Interenenr 17b. nse Numbe- _ 17e. Nama and CemPl d p~ef F ~ r• acuity ~ ^ ~~ ~• 7 .~ 1 •ce an s uwtton - e t a ost tlset .st csi a' ~ tli: Deo arst o i nie O i - • 20. Dew • s°Rse• 'MOR -.ro indlasb w at s4 hiihast dairoa or level of school completed at the tls+se o death. best that hart desoAbs wMtllar the decadent the daesdarst aondd•rod lilrssgM•or haresH b Q ith Srada or lass kipanlsh/Hlspenlc/Latino. Ch•ak eha 'NO' ~ Whlb Q Kerun Q Ne diploma,. ith -filth {redo host M dawdant V not {panLh/Fltsllanic/Latlne. Q Niih selsod/ groduab or0{D eemplaud Q9 Ne, net fpenlth/M4Panle/L•tlrw~ ilaok •rAMon Astsar/e•n Q Vlatnarnaia Q Arii•rlsen Indian or Alaska Netlw Q Other Asian Q Serra eolle{a t:nadl4 but no d•iroa O Yes, M•sloss, Mexleen Aroltrtwn, Chlono Q ANeClab da{roa (•.p M. /~ Q Yas, -u•ete Rl.:sas Q /Wan Indian Q Natlva sisiw•11•n Q Chlnas• Q awmwnlsn er Chemerro ~Nehaler's dairae (a.i. i/V Ai. af) O Yes. CYben Master's d•{ra•'(•.i. MA, Ms, Mini, Mld, MSy/, M6A) Q Yee, ether fPenlsh,(MisP•nle/L•dno Q FIIIPIno ~ farness: Q JePenasa Other Pscifle Islander Q Oeebroti (a•{- PAD: idD) or Pro/asrlonal dairaa (lp.eMr) ov Q'Othar(fPatlfV) , 2L Dace a s n{ a Raea~Sa Daslin• on -~ ONC\r'ONCSO n ota.w •t • W~ •nt oprWdaro Ts• 'or harsa to WhR'e Q Apanese Q {•rnoer. 22•. Daoda s sw Oecupetkan - In lots typo o wor done durln{ rrsost of worklry Ilh. DO s sOT Ufi RtTIR{O. 11•tlc or A/Ae•n Amarlwn Q Icoroen Q Other P•uMe Islander Q Arrserlmn Indt•nerrtJuke Native Q vletn.rne.. Q Don't Kntwv/Nee aura _ +r~_ . Q Nlan Indlen Q Otlsar•Jlslan Q Refused iusinas In urty '22 .~ I of Q Chlnra Q Native Nawalian Q Othv (ls.adfy) Q. Filipino Q .Owrssanlan o- Chamorro - - ~ ~ ~ i?F'lW~fN*WNP -RON'OVNO3f FOR .D - to conounw a Mo Oey inetur• .. o ~ ersen renou~nc/n{/7 a On y w an •PP e • ~ / ~~Ji ~~ /i(- / i / / i ~ O ~ ep. ~ c/anJa Ypm (eJrp /~ 6 ~O7 .1! '-~ uJ - (MO Day r ' • ~ C^ 1 ~~t~ J 4 i~A••/f•.c. F-- 2f.. T1j~e Cep .1V / O ./'w ! • :~: o~~ I y (JI / IV 23. Was Madkal 6smtner a tenet nbR•dT,' ~Q Y•s No CAUSE OF DEATH Approarimeb 26..7srt•1. Eller the rlsair. of .vines-d1s•as•s, (n(u-(as, or wrrlplleatlons-tAet dlracty owed the death. DO NOT enter tas•minel avant: such a ardl•e •rres; Interv•Is - OeeM AD{RNIATl. {Weer enN en• cause en • Ilna. Add •ddltlenal iln4 N naoassery Onset to ~ -•spl-iltory arroae,•or veKneul•rf1bn11•t/on~wlthouLShowln{:tha adoloiy. 00 NO T / 1 - IIWM<DIATi GAU!{s• •.,~ L-~+rJQ ~ • `•~R•~ 7~-•~+~ 1 ~1^J``. L•Y ~-- ii~(4 •~ (Flrssil•dlsassa er eendltlen - Ou^ to (or u a eensegveno e/)s resuRfni In.death) b. f•qu•ntINM Itst aonditlons, Oua to (er es • consequenu af)s N sesy, laadlni to the uwa , Ilsbd en Ilna a. inbr the a UND{RLYINOt CAUL! Dua to (or ss • eons•gwno eft: p G (dbasse'or In)ury that , RG r~ ~ ~ •Inld•t•d tM events rosulslns d. ' .~. . CC M~datAY LAiT_ Ou• to (er st s eonsagwnc• oI): 26..Part I(. Enter other:la...ensnc•mndltlen^~en.strlb~•tsn. to d..eh but not rasuAln{ in tM un • n. esuaa RNan n Part 1 27. Ws an auto y pa . Yas N 26. War= autopsy n Inp • • I• • ~ to oerriplata the wu ••th7 Ya o 2is~ Fa s !O. Oid Tobeece Usa CentrlbsJb b D•ethi 1. M Das eturol Q Nomlelds Q -robebl Q Y t tthln rt ~ t~ y w year o proinen pa ~i- Iroiriastt st dsn• srf d•dth ~Ne Q Unknown ~ Q Aetldant Q randMi Im/1/stlptlen Q sib H . O NOt prainarK. put.Pr•inlnt wtth(n 41•Wys of~gasth Q' Sulalda' Q Could not'bs dabrnHnad Q Not bn;{eans, butarasn•nl.ta Wy~e0.1 yMr~befbra death !1 Datr o Inlury Mo !Pa Mont • Q Unknown lr Prain•nt whnln~tAa~Pasl yav ~ D .•• ms ury i4. P eea O Irs).Jry a:i• OTai OR a1taJ rrnf oo ! .LOO n e Yry and NYT r, • btar P CO {i. 1 ury K Work !7. 1 Transporbtlen Wary. !p•elfyz !i. Describe Mow Iryury Occurred: Q Yas Q DrNsr/Oparetor Q Pedestrian . ~ No Q Paswntar Q Oehar ({Pee!!yI iia. G r Cha oMy ones rtlfylrs{ physlden - To tlsst base er rnY knowladp, death eeaurr•d due b the e~uss(s) and m•nn•r sbtsd Q Froneuntlnii Cartlfyln{•P Iplsn -7o tha~bart of mY'knewladiy d••th eecumd K tM tJrr+•, dab, end Plee•, end dus to,ths awe(s) end manner se•ysd wrrad at tlfa qma, dab, and PI•w end dw to the ousa(s) and manner rtatad e c Q Medlol Wm(nar/Ceronir. a.bPrh of aw•minetlon, and'/or Invast(iatlor., In mY ePinkan, da•th / ' ~ {lirsaturo MC•rtlflM Ttt1• o-caRl}Nn !/ . ~~ Ueense Nvsnbars Q~r 0 ~ ~~ ~ L i N•ma, raY and ilp Ref' n Comp atlni. cawa ~Oaath Kdrrs 26 ! iL Oeb i psa MO ay • f Z / / ~/!'T.! tt um •r i s 1. nature 4 •! stror • etc MO sY r ~ 4D. Amandmenes ~ ' Dlsposltlon~Parmlt No ~ ~ ^ ~ ~ ~ ~~ RN 07/2013 r'v G~ w ~n'i ~~ ~ tJa~ LAST WILL AND TESTAMENT ~ ~ r ~.-• "'~ a mrn ~~~ cn ~© ° ~ ~ ~ -n 'mot c~ Q -r~ =~ .~ h VIRGINIA H . LEE ~ ~ -~-~- ~ ~ ~ N ~ ~ I, VIRGINIA H. LEE, of the County of Cumberland and, Commonwealth of Pennsylvania, do make this my Will, hereby revoking any and all Wills and/or Codicils at any time heretofore made by me. FIRST: I direct that the expenses of my last illness and funeral be paid out of my estate as soon as may be convenient after my death . sEeoND: I give and bequeath the sterling silver to my granddaughter, ANNA LEE. THIRD: I give and bequeath the what-not shelf and the contents thereof to my granddaughter, ANANDA LEE. FOURTH : I give and bequeath the Horton family trunk to my granddaughter, JACQUELINE LEE. FIFTH: I direct that the proceeds from my New York Life insurance policy be paid to my son, RICHARD LEE. SIXTH: I give and bequeath the sum of FIVE THOUSAND AND NO/100 ($5,000.00) DOLLARS to each of my grandchildren, to-wit: ANANDA LEE, JACQUELINE LEE, DAVID LEE, ANNA LEE, and JOSEPH LEE. PAGE ONE OF FOUR PAGES Should any grandchild fail to survive me, then the gift to him or her shall lapse and be divested, and such gift shall be added to and form a part of my residuary estate for distribution in accordance with the terms of Paragraph SEVENTH hereof. SEVENTH: I give, devise and bequeath all of the rest, residue and remainder of my estate, of whatever nature and wherever the same may be situate, to my sons, RICHARD H. LEE, ROBERT LEE, and RAYMOND LEE, JR., in equal shares, absolutely and forever, share and share alike, per stirpes and not per capita. I declare that I have intentionally omitted my husband, RAYMOND L. LEE, as a beneficiary under this, my Will, as he has been otherwise provided for during my lifetime. EIGHTH: I appoint my son, RICHARD H. LEE, as Executor of this my Last Will and Testament. No bond or other security shall be required of any fiduciary hereunder in this or any other jurisdiction. No fiduciary hereunder shall incur any liability for any mistake or error of judgment made in good faith. NINTH: I authorize my Executor: to retain and to invest in all forms of real and personal property regardless of any limitation imposed by law on investments by executors to compromise claims; 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; to join in any merger, voting trust plan, reorganization, or other concerted action of security holders and to delegate discretionary duties with respect thereto; to PAGE TWO OF FOUR PAGES borrow and to pledge property as security for repayment of any funds borrowed; and to distribute in cash or in kind. These authorities shall extend to all property at any time held by my Executor and shall continue in full force until the actual distribution of all such property. 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. TENTH: All federal, state and other taxes payable because of my death on the property forming my gross estate for tax purposes 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. I direct my Executor to claim any expense of administration of my estate as income tax deductions upon an income tax return or returns whenever in his sole judgment such action will achieve an overall reduction in the total income and death taxes. No compensating adjustments between income and principal shall be made as the result of any such action. ELEVENTH: If any property (other than tangible personal property) as to which I am entitled to appoint a guardian shall pass to a minor by reason of my death, I appoint my son, RICHARD H. LEE, as the guardian of the estate as to such property, authorizing such guardian, in his sole discretion and without order of court, to retain such property in kind or to sell the same, giving good title to any real estate, to invest and re-invest in stocks, bonds or other investments without being limited to PAGE THREE OF FOUR PAGES investments which are deemed authorized for a minor's funds, and to use both income and principal for the minor's welfare, comfortable support and education, including preparatory, college and post- graduate or professional training. At such time as each minor beneficiary attains the age of majority as determined by the laws of the Commonwealth of Pennsylvania, any assets held by the said beneficiary's guardian shall be released and paid over to the said beneficiary. IN WITNESS WHEREOF, I , VIRGINIA H. LEE, have hereunto set my hand and seal this ~~ day of _, 1995. Virginia H. Lee SIGNED, SEALED, PUBLISHED and DECLARED by VIRGINIA H. LEE, Testatrix above named, as and for her Will in the presence of us, who at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses hereto. ~/.(tr~i/t~n //.(lliito~m 77lSOZ ~nnncn~ Address 7G~ A ?c~'~~t Address ~~ ~ d ~ ~~ PAGE FOUR OF FOUR PAGES A F F I D A V I T COMMONWEALTH OF PENNSYLVANIA /l/.~irx:./,w~Q.~..l~ SS: COUNTY OF C.. I, VIRGINIA H. LEE, 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. Virginia H. 'Lee SWORN to and acknowledged before me, the undersigned Notary Publicly the said Testatrix, VIRGINIA H. LEE, this i7~"~ day of 1995.. Y Notary Public NotGria! Seal . Vicki L. Hopki:~s, Notary Public West P~!~r~oro Twb., Cumberfar~rJ Ca~Y COMMONWEALTH OF PENNSYLVANIA '~~~~~ r~cmmis~cr? ~'xr~reSJan.15,1~96 /~ S S : N#E~ ;~r,t'erinsyfi/attia flssociation of Notaries COUNTY OF C. ~ • ,, / ~~ We ,.~ ~~ C~~ ~ ~~i~ Ll~~ and afl ~'(..-~. the witnesses whose names are signed to th foregoing i strument, being duly qualified according to law, do depose and say that we -were present and saw, VIRGINIA H. LEE, Testatrix therein named, sign and execute the said instrument as her Will, that she signed it wi 11 ingly and that she executed ~it as her free and voluntary act for the purposes therein expressed, that each of us in the hearing and sight of the said Testatrix signed the Will as witnesses, and that to the best of our knowledge the said Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. .. -' ~ L%~ ~~ SWORN to and subscribed before me, the undersi ned Notary Public by the said witnesses on this i')'~- day of , 199 . ~~ My Commission Expires: Notary Public Notarial Seal Vicki L. Hopkins, Notary P~~Gc West Penr~s~oro Twp., C~amberfand County ~t~~ ~nn~inis ~r~n ~x~~rrs Jan.15,1936 Pv!~r tL~r, Ranr~yUaniaAsyociation of Notaries LAST WILL AND TESTAMENT OF VIRGINIA H. LEE Michael D. Flynn, Esquire 2770 South Fark Road Bethel Park, Pennsylvania 15102 (412) 831-2853