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HomeMy WebLinkAbout03-15-13 PETITION 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 request(s)the grant of Letters in the appropriate form: Decedent's Information Name: SHIRLEY E. HANSEN File No: c( -'I D (_1 _ a/k/a: _ _ (Assigned by Register) a/k/a: — — a/k/a: _ Social Security No: Date of Death: 01/23/2013 Age at death: 87 Decedent was domiciled at death in CUMBERLAND County, PENNSYLVANIA (State) with his/her last principal residence at 5225 WILSON LANE 17055-6663 LOWER ALLEN TOWNSHIP CUMBERLAND Street address,Post Office and Zip Code City,Township or Borough County Decedent died at 5225 WILSON LANE 17055-6663 LOWER ALLEN TOWNSHIP 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 $ 13,000.00 If not domiciled in Pennsylvania. Personal property in Pennsylvania $ N//_A If not domiciled in Pennsylvania. Personal property in County $ _—__- N/A Value of real estate in Pennsylvania. $ __— N/A TOTAL ESTIMATED VALUE.... $ 13,000.00 Real estate in Pennsylvania situated at: (Attach additional sheets,ttf necessary.) Street address,Post Office and Zip Code City,Township or Borough County ® A. Petition for Probate and Grant of Letters Testamentary Petitioner(s)aver(s)he/she/they is/are the Executor(s)named in the last Will of the Decedent,dated 12/16/1999 and Codicil(s) thereto dated N/A THE FIRST NAMED EXECUTOR,EARL A. HANSEN,DIED ON NOVEMBER 1,2003. 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(g),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) e.t.a.,d.b.n.,d.b.n.c.t.a.,pendente lite,durante absentia,durante minoritate 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. Except as follows: Decedent 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(g)and was neither the victim 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 spouse(if any)and heirs(attach additional sheets, if necessary): Name Relationship Addreg CO — w faA -13 C7 CTS f-' cn rslrt — -- — r=1 t> :D 0 c — _ r— to C.T1 Cr) o -Tf Form RW-02 rev. 10 11 2011 Page 1 of 2 Oath of Personal Representative Official Use Only COMMONWEALTH OF PENNSYLVANIA } } SS: RECORDED OFFICE OF COUNTY OF CUMBERLAND _ } REGISTER 'F flU S Petitioner(s)Printed Name Petitioner(s)Printed Address 472 PRIMROSE Daniffr13 Fin ' 53 SUSAN J. KARAKANTAS _LANSDALE _ __ PA 19446-7625 CLERK CF ORPHANS' COURT CUMBERLAND CO., PA 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 Decedent,the Petitioner(s)will well and truly administer the estate according to law. Sworn to or trmed an u scri ed before cx� -. � '�G,^r∎l ca o Date .- - \-4; \2 me thtt' . I'0 day of U r/ n!c_,22013 Date —--------- By: F` t\X.+�.t U vLQ1 C '- _ Date For the Register _ Date BOND Required: ❑ YES El NO To the Register of Wills: FEES: Please enter my appearance by my signature below: Letters $ 60.00 Attorney Signature: (1 )Short Certificates(s) 5.00 ( )Renunciation(s) JI/ 00 r INIX ( )Codicil(s) — ( )Affidavit(s) JAMES D. CULLEN Printed Name:Bond — Commission Supreme Court Other WILL 15.00 ID Number: 16797 - INVENTORY 15.00 MacDONALD ILLIG JONES& BRITTON LLP PIT RETURN 15.00 Firm Name: — — Address: 100 STATE STREET -- - __- - JCP FEE 23.50 SUITE 700 —.—-- ERIE PA 16507-1459 Phone: 814-870-7705 Fax: 814-454-4647 Automation Fee 5.00 Email: JCULLEN @MIJB.COM JCS Fee - --- ----- ----------------- TOTAL $ 138.50 DECREE OF THE REGISTER Estate of SHIRLEY E. HANSEN File No: _,31,-_=1 -- -a a/k/a: AND NOW, MfAC ') ∎ 1S 2013 , in consideration of the foregoing Petition, satisfactory proof having been presented before me,IT IS DECREED that Letters TESTAMENTARY are hereby granted to SUSAN J. KARAKANTAS EXECUTRIX - - in the above estate and(if applicable)that the instrument(s)dated DECEMBER 16, 1999 described in the Petition be admitted to probate and filed of record as the last Will(and Codicil(s))of Decedent. Register of Wills .--2,,, if C tit.x(2 4 F) (cif t„l - Form RW-02 rev.10 11 2011 gf,age 2 of 2 C m LAST WILL AND TESTAMENT OF E- �� r C I i 7 C.Y :y �7 - SHIRLEY E. HANSEN �> ? t e■ I, SHIRLEY E. HANSEN, of Erie County, Penns lvania c� Y� Y aging of sound mind and memory, declare this to be my Last Will and Testament . FIRST: I direct that my legal debts and expenses of my last illness and funeral be paid out of my estate as soon as may be convenient after my death. SECOND: I give my tangible personal property to my husband, EARL A. HANSEN, if he survives me; otherwise I direct my Executor to distribute my tangible personal property in accordance with a writing signed by me, which writing may be made and changed from time to time by me after the execution of this Will . I give all such property not effectively disposed of by me by the terms of such writing to such of my children, ELIZABETH A. PRESTEL, JAMES A. HANSEN, SUSAN J. KARAKANTAS, and JEFFREY P. HANSEN, who are living at the time of my death, to be distributed between them as they shall mutually agree and in the absence of such agreement as my Executor alone shall determine making such distribution in as nearly equal shares as possible . Any personal property distributable to a minor may be delivered to the person with whom the minor resides or such other person who may have custody of the person of the minor, without the intervention of a Guardian. The receipt of any such person shall be a full acquittance of my Executor as to such distribution. All expenses, including storage and insurance, incurred for the delivery and distribution of my tangible personal property to the persons or parties entitled thereto shall be administrative expenses of my estate . THIRD: I give and devise the residue of my estate to the Trustee under that certain Shirley E . Hansen Revocable Trust Agreement executed by me on December 16, 1999 prior to my signing this Last Will and Testament, for the uses and purposes and subject to the terms, conditions and powers set forth therein and as the same may from time to time be hereafter amended. FOURTH: I authorize my Executor to sell any and all real estate which I may own at the time of my death, at public or private sale, for such prices and upon such terms as my Executor shall deem advisable . My Executor is authorized to make, execute and deliver any deed or deeds therefor, conveying title thereto in fee simple absolute or for any lesser estate to any purchaser or purchasers . FIFTH: I authorize my Executor to make distribution of my estate in kind or in cash, or partly in kind and partly in cash, as my Executor shall believe advisable. Assets distributed in kind in satisfaction of any pecuniary distribution under the terms of this Will shall be distributed at their market value on the date or dates of distribution. SIXTH: I direct that there shall be paid out of that portion of my residuary estate which is not included in the share qualifying for the marital deduction, all federal estate, state inheritance, estate, transfer, succession and death taxes of any kind whatsoever, other than any generation-skipping transfer taxes, (including any interest and penalties thereon) , imposed upon or with respect to my estate or any property in which I may have an interest, including any property not forming a part of my testamentary estate, but included in my gross estate for tax purposes, except any property over which I have a taxable power of appointment in the event it shall be held that I have not exercised such power of appointment in this Will, at such times and in such manner as my Executor shall deem advisable. No such taxes or any portion thereof so paid shall be collected from or paid by any other person, persons, or corporations by way of reimbursement, proration, apportionment or otherwise. SEVENTH: I realize that executors and trustees are given discretion by law to make various elections which affect the income and estate taxes payable by estates, trusts and beneficiaries, as well as the relative shares of beneficiaries, such as taking administration expenses as deductions for either estate or income tax purposes, selecting options for the payment of employee death benefits, electing to take qualified terminable interests as part of the marital deduction, selecting alternate valuation dates, postponing the payment of taxes, filing joint income tax or gift tax returns and redeeming corporate stock. The decisions made by my fiduciaries in any of these matters shall be binding upon, and not subject to question by, any affected persons . I rely upon my fiduciaries to take into consideration the total income and estate taxes payable by reason of their decisions, including those payable by my survivors, and they are authorized in their discretion, but not required, to make adjustments between income and principal as a result thereof. They are specifically authorized to file a joint income tax return with my husband for any period during which such a return is permitted, without requiring him to sign an indemnification agreement . EIGHTH: I appoint my husband, EARL A. HANSEN, Executor of this, my Last Will and Testament . Should EARL decline or for any reason be unable to so serve or continue to serve, then I appoint my daughter, SUSAN J. KARAKANTAS, Executrix. Should SUSAN decline or for any reason be unable to so serve or continue to serve, then I appoint my son, JEFFREY P. HANSEN, Executor. As used herein the -2- term Executor shall be deemed to include SUSAN as Executrix when she is so serving. NINTH: No fiduciary appointed in this Will shall be required to post bond or any security in any jurisdiction in which such fiduciary shall be required to serve . IN WITNESS WHEREOF, I have hereunto set my hand and seal this 16th day of December 1999 . �i�� • �. _ -(-- / (SEAL) Shirt- E. a se Signed, sealed, published and declared by the above-named Testatrix, SHIRLEY E. HANSEN, to be her Last Will and Testament, in the presence of us, who, at her request and in her presence and in the presence of each other, have signed our names as witnesses . 100 State Street, Suite 700 Witness Erie, Pennsylvania 16507-1498 41 100 State Street � � Suite 700 Or Witness Erie, Pennsylvania 16507-1498 524200 -3- rn Cr) OATH OF SUBSCRIBING WITNESS(I$ t-ri 7._11 - REGISTER OF WILLS CUMBERLAND COUNTY,PENNSYLVANIA C tit) C) Estate of SHIRLEY E.HANSEN ,Deceased DEBORAH M.STANKIEWICZ JAMES D.CULLEN ,(each a subscribing witness to (Print Newels) 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/he/they signed the same and that she/he/they signed as a witness at the request of the Testator/Testatrix in her/his presence and in the presence of each other. cam - (Signature) a (Signature 100 STATE STREET,SUITE 700 �J 100 STATE STREET,SUITE 700 (Street Address) (Street Address) ERIE PA 16507-1459 ERIE PA 16507-1459 (City.State.Zip) (City,Slate,Zip) Executed in Register's Office Executed out of Register's Office Sworn to or affirmed and subscribed Sworn to or affirmed and subscribed before me this day before me this -5 day of , of MARCH ,2013 411.1 Nif ilf.L C ''// Deputy for Register of Wills No ary Public My Commission 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 instrunifts)as nmC youst SEAL JUDITH A.BARTHELMES,NOTARY PUBLIC Form RW-03 rev. 10.13.06 ERIE,ERIE COUNTY,PENNA. MY COMMISSION EXPIRES ON SEPT.5,BMA r, u ,A ^ AI#1ATO0 ;U TELA ..3K' 3. il/kg " "4NV. 1