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HomeMy WebLinkAbout08-06-13 PETITICIN FOR GRANT OF LE7TERS ��/����� REGIS7ER C}F WiLLS OF CUMBERi.AND COUNTY, PENNSYLVANtA Pstftioner(s}named beiow,who is/are 1$years of age pr oider,apply(ies}for Letters as specified below, and in support thereof aver(s}the folbwing and respect(Wly requeats the grant of�ettars In the appropriate form: KimberlY Ann Hortqn•Unden+ocd Deaedent's Informatian Name: DAYID G.LEE Pife No: 21-13�a a/Wa: (Assigned by Register} a/k�a: a/kia: Social Security No: pate oi Death: 07/18/2073 Age at Death: 61 Deeedentwas domldtes!at death in Camberiaru! County, PA tState)vflth hisiher last principai residence at 7032 Wertzviile Raad Mechanicsburg 17056 Silver Spring Gumberlan8 $treel etldress,Poel�I(me and Zip Cade City,TownsNp o�Borauph Coimry Decedent died at Hershey Medlcal Center Herahey.17U33 Derry Township Dauphin PA $Irea�etlEreas,Post 41FiCe entl Zip Cotle City,Tovmshlp or Borough Counry SWte EsNmata of vatua of decedenYs property et death: ff domktted in Pennsytvan7a...................... A71 personai property $ 14INSO.Op if noi domletted!n Penrrsylvania................ Fersonai praperty in PeansyWania 5 !f not dorrdciled in Pennsylvanla................ Personai proRerty in Cau�ty $ Value o/rea/estate in Pennsylvania................................................................... $ 20Q,UQ0.00 TOTAL ESTINIATED YALUE $ 21A,OOOAQ qaeiea�etainvennaywan�eaituateaa� 7032WeAZViIIeROad MechBniGSburg,PA7T05Q Cumbetland tattach atltl�lbnal aheafs,Ilaecessery.) Strast atltlress,Poef Otfice antl Zip CodB Cify,Tmmehip IX Borough Counry . �p, PeHt'on far Pro6at�ami GrsM of leHers Tesffimentarv Petitione�(s)aver(s)that hetshetthey istare the Exacutor{s)named in the Lest Wii!of the Decedent,date� 1012911997 end Codicil{s} thereta dated � � �ee�,___ ,.ew state re7svern cir«�inetarKes la.g.,renuntleHOrt,EoaM+Neaacvta,atc.) Except as follows:aBer the execution of tha lnatrument{s)oHered for probate,Oece�nt did�ot marry was nat divorcsd,was noi a partv to a perEd'mg divorce proceeding wherein the growds for dWorce had been established as deflned in 23 Pa.G.S.§�3323(g),and did not have a ohild bom or adapted;and Dacedent was netther the victim of a killing nor ever adjudicated an incapacitatad perso�. �N4 EXCEPTtQN5 Q EXCEPTIONS ❑ B, Peti�on foI Crent of LeHers of Adminiatration Qt apD�icable) c.f,a.,d.6.n.,d.b.n.c.t.a.,pedenfe llfe,Uurente absentie.duranfeminontaM if Administntion,c.t.a o�d.b.n.C.f.a.,gpter datn of Wiii in 3ectien A,�6ove and comoiate iist of heira. Except as follows:Dec�deni was not a party to pending dFwrce praceeding wRerein the grounds for divorce had 6een estabii�ed as defined in 23 Pa. C.S.§3323(g)and was neither the victim of a killing nor ever atljudicated an incapacitated person.C'? �_., x,r C 4 w m Rt �NO EXCEPTIONS Q EXCEPTIONS '' � Petitioner{s),after e propar search hae/heve ascertained that Decedent laft no Will and was survived by the fo �s�use�pny)p,j�d tfeirs{attach additiottat sheets,itnecessary): �,i y, �-- —d �� � � �, Q � rn cs Name Relationship Address o - � - c7 � -;: � .- _*s c� c �: z> b � � � U� � � Form RW-02 inv 10.if-20f t Copyright(c)2qi 1 form eottware only The Leckner Graup,Ina Paqp i o/2 �ti — i Oath af Personat Repreaentative fl"����Se�^�Y � CdMMpNWEALTHOFAENNSYIVANtA } } SS: COUNN OF Cumberland } Petilianer(s)Printed Name Petiiioner(s}Ftinted Add�2ss KlmEerly Ann HoRon•Uedarwood 1856 Tumpike Ro�d Elizabethtown,PA 1TQ22 C u: � m O �'�1 n W � � "-� O z _ r: `'9 D �-' " � r y ; rs � � �'� o� a7 cr The PetRioner(s)above•namad swear(s)or affirm{s)the statements in the forepoing Petilion are true and Corr�ePtatAe�k�st kntiA e and beiief of Petitioner(s)and thet,as Personai RepresdntatWe(s)of he Decedent,Petit(io�n�e�r(,s,)wi I �tn,�II and�tr�u,, a�bn tet�{he e acr8 �to�la�w. Swom to or,�irtned and subscribed before ��L . -531iW.��,�S11d�5-�..'�� fB t=�4��f�= me th 'r bay`ot�� t�,}' c�3 -*, � --c.ri.�a � 8y. �'' crnsta 'Ti �wM eqister Date I BON4 Requtred4 ❑ YES � NO To the RegiSterOfW�ts: � ' Pleaue enter m a rartca m si nature below: FEES: t/`��''%� Letters......_.................................. 5=�� AftorneySi iatu : ' { i.� )S�OrtGBrt�Cate(s}._._... • c�t� ( � }RenunciaGon(s}..._...__., "�" . IJ�l ' ,_,,�._.�" { ?CodiCil(5)........................ '__" ( )Affidavit(s)...................... "^� Printed e: John M.Smikb Bond............................................. _"_ Supreme Gourt Commission.................................. —^— ID Number: 79520 dther W�� y���J, Q��.� . -������ � �-{+�-- Firm Name: Ginarich.Smith.KlingensmlM�S Dalan L{}�''1. �'(�.��iurtl — tC�•t�} Address: 222 5.Market 3treet,Sulte 201 �^ P.O.Box 287 Elizabethtown,PA 17022 '— Phone: {717)36T-1370 Autometion Fee............................ �J, L� Fax: JCSFee....................................... �� . TdTAI......_....._...._...._.............. $i �� E-mal1: Jsmltlt�gskdiaw.wm DECFtEE QF THE REGISTER Date of Death: OT118l2013 So¢ial Seeurlly No: 18)•38•1339 Eatate of DAVID G.lEE Ftie No: 27-13 ^A�i� atkta: AND NOW, ��� ��- � , 3 ,in consideretian of the foregoing Petition, satisfactary proof having bee reseeted before me,IT!3 DEGREED that letters TestameMarv are hereby granted to KFmtb3Ny Ann Hortan-Underwood in the a6ove estate and(it applicable)that tha instrument{s)dater! 7M29l1g87 described in the Petition ba admitted to probate and flled of record as the last Will(and C ' il(s)) f�eCedent. egister of Wills n 1 CopyrigM jc)20111wm eaiM�ere only Thp Lackner Groap,Inc. i���I.n/TT(�/'� d.a��:�� Yf I �vr t � Last WiII RECQRD�D JFFICE OF Of REG{Si�R OF ;�3i.LS DAVID �?�3I,���E 6 �i(� 10 58 ci�,j� o;- QRFHANS' COUiT I, DAVig G. LEE, the Testator, a�so known as ��v�F{����t'��.��� r�dent of Cumberland Caunty, Pennsylvania, declare that this is my last wil�. hereby revo�Ce aTl my previous wiils anfl codicils. Article One Introductary Provisions Section 1. Marital Statas I am currently married to MARY J. LEE, and all references to my spause in this will are to MARY J. LEG. � Section 2. Children a. The names and birth dates of my children are: Name Birth Date BRIAN DAVID i,EE NpVember 8, 198Q DEREK IAMES LEE 73tiu2ty 20, 1984 All references to mq children in this will are to this child only and any children subsequently barn ta ar adopted by me. b. Guardians of my minor children: ! I appoint the following to be the Guardian(s) af the persan and estate of each oP my minor children: KIMBERLY ANN HORTpN-UNDERWOOL7 � 1 � If any of the above named Guardian(s) is unable or unwilling to serve for any reason, the next successor Guardian shall serve in the order of priority listed until the list has been e�chausted. Unless otherwise specified, if Co-Guardians are serving, the next following named successor Guardian shall serve only after all of the Co-Guardians cease to act as Guardians. � � 2 _ _ . Articte Twa Appointment of My Personal Representatives Section 1. Nomination a[My Persanal Representatives I appoint the following to be my Personal Ftepresentative(s} in the arder of priarity in which their names appear: MAi2Y 3. LE$ KIMBERLY ANN HC?RTON-tTNDERWt70D If, for any reason, the Personal Representative(s} named above are unable ar unwilling tc� serve, the next successor Personal Representative(s} shalt serve in the order of priority listed until the list has been exhausted. Unless otherwise specified, if Co-Persanal Representatives are serving, the next named successor Personal Regresentative shall serve on2y after all of the Ca-PersanaI Representatives cease to act as Personal Representatives. ! Sectian 2. Waiver af Band � No bond or underFaking shall be required of any Personal Representative nominated in this will. Seetion 3. General Pawers My Personal Representative shall have full authority to administer my estate under the laws of the Commanweaith of Pennsyivania relating ta the powers af fiduciaries. My Personal Representative shall have the power ta administer my estate under the applicable state statutes which provide for independent administration af estates. � 3 � Article Three Dispositian af My Property Section 1. Estate Planning I.etter or Memorandum To the extent permitted by state law and nat necessary to fuIly utilize my Unused LTnified CreBit Equivalent, my Personal Representative shall distribute such of my personal or househoid items to such perspns as I may direct by a written instrurnent signed by me and delivered to my Personal Representative. Section 2. Distribntion to My Rev�able Living Trust I give all the rest, residue and remainder of my property of whatever nature and kind and wherever located to the then acting Trustee(s) of my revocable living trust of which I am a Trustor known as: fihe I.EE LlvtrtG TRUS`r flated ,� '� � �� and any amendments thereto. � I executed said trust prior ta the execution of this wi11. Section 3. Atternate Disposition If my revocable living trust is not in effect for any reason, I give all of my property to my Persanai Representative under this will as Trustee wha shall hold, administer and distribute my property as a testamentary trust the provisions of which are identical tp those of my revocable ]iving trust on the date of execution of this will, or as thereafter amended. � 4 • Article Four Death Taxes Section 1. Definition of Death Taxes The term "death taxes," as used in this will, shall mean all inheritance, estate, succession, and other similar taxes that are payable by any person on account of that person's interest in the estate of the decedent or by reason of the decedenYs death, including penalties and interest, but excluding the following: a. Any addition to the federal estate tax for any "excess retirement accumulation" under Internal Revenue Code Section 4980A. b. Any additional tax that may be assessed under Internal Revenue Code Section 2032A. c. Any federal or state tax unposed on a generation-skipping transfer, as that term is defined in the federal tax laws, unless the applicable tax statutes provide that the generation-skipping transfer tax is payable directly out of the assets of my gross estate. • Section 2. Payment of Death Taxes Pursuant to the terms of my revocable living trust, all death taxes whether or not attributable to property inventoried in my probate estate shall be paid by the Trustee from my trust. However, if my trust dces not exist at the time of my death or if the assets of my trust are insufficient to pay the death taxes in full, I direct my personal representative to pay any death taxes that cannot be paid by my trustee from the assets of my probate estate by equitably prorating and apportioning those taxes among the beneficiaries of this will. Unless specifically provided otherwise in my trust, all death taxes incurred by reason of assets being transferred outside of my trust or probate estate shall be assessed against those persons receiving such propeRy. � 5 � Article Five Generat Pravisions Sectian 1. No Contest Clause If any gerson or entity other than me singutarly or in canjunction with any other person or entity, directty or indirectlq, contests in any caurt the validity of this wiil incIuding any cadicils thereto, then the right of that person pr entity to take any interest in my estate shall cease and that person {and his or her descendants} or entity shall be deemed ta have gredeceased me. Sectian 2. Captians The captions of Articles, Sections and Paragraphs used in this will are for convenience of reference on(y and shall have no significance in the canstruction or interpretation af this wili. Section 3. Severability � Should any of the pravisions of this will be for any reason declared invzlid, such invalidity shall not affect any of the other grovisions of this will and all invalid provisions shall be wholTy disragarded in interpreting this will. Section 4. Governing I,aw This wi11 shall be construed, regulated and govarned by and in accardance with the laws of the Commonwealth of Pannsylvania. I � 6 I signed this, my last will, on � � 9 ':�r • ' �7 �`-�'�-- DAVID G. LEE ATTESTATION CLAUSE On this ���t$. ' , DAVID G. LEE, Testator, personally Published and Declared the foregoing instnunent, as and for his Last Will and Testament, in the presence of each of us and all of us together, who, at his request, in his presence, and in the presence of each other, also signed the said instrument as witnesses. We further state that each of us believes that at the time he executed the foregoing instrument he was of sound mind and memory, of lawful age, and did so execute it as his own free act and deed and not under the constraint or undue influence of any person. �11Jrn�1° �1 Cl•f}�(n}17Y(.-uMll�OA.u.00d. Witness�— P.o. �„� q2� Street address . �,n�,�,n �a IA-r�p I City, State, Zip I\�i'fh � ��f��� Witness /RR u 6�� s�a Street address ' L- �.a City, State, ip • � Acl�►owledgment � Commonwealth of Pennsylvania County of Cumberland I,DAVID G. LEE, the Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by DAVID G. LEE, the Testator, on this '��`_x Y .� L�-J,o.—��. � DAVID G. LEE / ignature of o icer o• tto � / Seal and official cap iry o�- officer or state of admission . of attomey � Notarial Seal Jphn D.Grigsby,No[ary Public Sbrewsbury TWP.;York County pAy Commission Expues OcL 1,2001 • 8 . __._. . ..._ . Affidavit � Commonwealth of Pennsylvania County of Cumberland We,�!yjm� �iQ,�i f , o��nd � „ , the witnesses whose names are signed to th attached or foregoing ins unent, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will; that the Testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the will as a witness; and that to the best of our knowledge the Testator was at the tune 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by ,l��Q,t�l�l Q.(�`ljfjylL-��L�li �',,,,..�. �` , witnesses, onthis �,�„Q ;� � f n � / � � �/ ~� ,' ,5ignatuce of office� attorlfey � Seal and official capacity of officer or state of admission of attorney � � 9 RENUNCIATION REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of DAVID G. LEE , Deceased �� Mary J. Lee in my capa�y/relationsFl�p as� r�r� m � � �:' �' o Spouse of the above Decedent�ie?�t�,renoance@A :e�F�ght to � � r- �.;, r,� r -� rri o'S .c� c7 administer the Estate of the Decedent and respectfully request that Letters be issued to3} v`, �'� +'� i'S C7 C7' Kimberly Ann Horton-Underwood � �;; '_,; � �;� � .a •° � � r' m -v � U, o n � � a Z �`�, .°r .� A .v� roe�'1 rsg�emrel o Mary J. Lee 7032 Wertzville Road (Straet AddressJ Mechanicsburg, PA 17050 (G'ty,Stare,ZiPI Executed in Register's O�ce Executed out of Register's O�ce Sworn to or a�rmed and subscribed Before the undersigned personally appeared the before me this •day party executing this renunciation and certified that he or she executed the renunciation for the of , purp,°��s�es stated within on t�is�awday of-Y��.�, � . u��, �! �,�-� Deputy for Register of Wills Notary Public My Commission Expires: �sie�ewreanasaeiorNOteryoranxomuei puei�rea�o eaminietaroaths. S�owtleteofexpiretionofNWeryscommissionJ n�or rv�� ► NpTARU1l SEAL �TlFIIUIIE L,SHANK,pd1�t Plile �Orn Bao.,LanaMKCound Ca�MNnbn E ' 1 2D1r Form RW-OB Rav f0.f 3-2006 CopyripM(c)2006 rorm eoltware only Tha Leckner Group,Inc. �� ;o�T IA3� ;A�AA7pN �YW1f�►uN 'rnc.,,; .inww�bN� �(Mta��•,�r,: ,�a �tOS.t �.zti-,:{.�sno�pliRepl�..