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HomeMy WebLinkAbout11-20-13 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 requests the grant of Letters in the appropriate form: Janet F.Souder and James F.McConkey,Jr. Decedent's Information Name: James F.McConkey File No: 21 a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: 10/22/2013 Age at Death: 83 Decedent was domiciled at death in Cumberland County, PA (state)with his/her last principal residence at 9 Sherwood Drive,Mechanicsburg 17055 Mechanicsburg Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at Health South Rehab Hospital,Mechanicsburg,17055 Mechanicsburg 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 $ 231,500.00 If not domiciled in Pennsylvania................ Personal property in Pennsylvania $ If not domiciled in Pennsylvania................ Personal property in County $ Value of real estate in Pennsylvania................................................................... $ 135,000.00 TOTAL ESTIMATED VALUE $ 366,500.00 Real estate in Pennsylvania situated at 9 Sherwood Drive,Mechanicsburg 17055 Mechanicsburg Cumberland (Attach additional sheets,if necessary.) Street address,Post Office and Zip Code City,Township or Borough County :'tea ®A. Petition for Probate and Grant of Letters Testamentary c rn M Petitioner(s)aver(s)that he/she/they is/are the Executor(s)named in the Last Will of the Decedent,dated r Ck 6/1997 r.. ag Codicil(s) co ca thereto dated Fq "n c Cn Mary P McConkey,named Executrix died on November 4 2010 Janet F Souder and James F Mc96nMv1'7r ar e name"Iternate Co-Executors. = C:) ;r State relevant circumstances(e.g.,renunciation,death of executor,etc.) �2t . � C> t Except as follows:after the execution of the instrument(s)offered for probate,Decedent did not marry,was taut Q*r d,wi�ot a-pbri 1lo a pending divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S.§3323(g)�af1g c not&a a cttiidJlbrn or adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. , C_- -=-- �) ®NO EXCEPTIONS EXCEPTIONS 0D r— M ❑ B. Petition for Grant of Letters of Administration (If applicable) CF) 'Y7 c.t.a.,d.b.n.,d.b.n.c.t.a.,pedente 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 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. F1 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 Address 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 Official Use only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF Cumberland } Petitioner(s)Printed Name Petitioner(s)Printed Address Janet F.Souder 6010 Creekview Road Mechanicsburg,PA 17050 717-796-9776 James F.McConkey,Jr. 9 Sherwood Drive Mechanicsburg,PA 17055 717-802-1200 The Petitioner(s)above-named swear(s)or affirm(s)the statements in the foregoing Petition arp true and correct to the best of the knowledge and belief of Petitioner(s)and that,as Personal Representative(s)of th Decedent,Petitioner(% lif well and truly administer the estate according to law. Sworn R10-1-Akt—firmed and subscribed before Date -_2 -13 - 3 me this lday of N tea' Date 3 NZ By: Date For the Register Date BOND Required? [] YES ® NO To the Register of Wills: Please enter my appearance by my signature below: FEES: 00 Letters.......................................... $ �, Attorne gnature: ( )Short Certificate(s)......... 4_0 .°O ( )Renunciation(s).............. ( )Codicil(s)........................ ( )Affidavit(s)...................... Printed Name: Jams .Bogar Bond............................................. Supreme Court C 19475 G7 w f t 1 Commission.................................. ID Number: X1111 °° �, : Other 15 � �!z o C' 1_, �v, Firm Name: Bogar&Hipp Law itosr-" r�) / I nyl •fi W r'e l� �5 Address: One West Main Steet 7 C Shiremanstown,P 11,41T --i * rn `r7 Automation Fee............................ �.CD Phone: (717)737-8761 JCS Fee....................................... 23 Fax: TOTAL......................................... $ l-I�T3.5O E-mail: jbogar @bogarlaw.com DECREE OF THE REGISTER Date of Death: 10/22/2013 Social Security No: Estate of James F.McConkey File No: 21-13-1 A'3'1 a/k/a: AND NOW, Noyemle r o`er "W— ,in consideration of the foregoing Petition, satisfactory proof having been presented before me,IT IS DECREED that Letters Testamentary are hereby granted to Janet F.Souder and James F.McConkey,Jr. in the above estate and(if applicable)that the instrument(s)dated 04/16/1997 described in the Petition be admitted to probate and filed of record aAthe last Will(and Co ocil(s')))of Deece t. C� ►' Y�/l Register of Wills Copyright(c)2011 form software only The Lackner Group,Inver Pa 2 of 2 H105.905 REV(9/11) LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. RECORDED OFFICE OF Fee for this certificate, AMSTER OF WILLS This is to certify that the information here given is gam Y,, ,III' p�ZH OF pF Ia _ yyf correctly copied from an original Certificate of Death 1�I3 NOV 20 Ali 8 16 ° duly filed with me as Local Registrar. The original c.x certificate will be forwarded to the State Vital CLERK OF Records Office for permanent filing. P 20100��ANS COURT �:��P��kk A N D CO., A -.MENT OF Certification Nu a """""""'���Illl Local Refistrar` Date Issued "I I COMMONWEALTH OF PENNSYLVANIA•DEPARTMENT OF HEALTH•VITAL RECORDS CERTIFICATE OF DEATH State File Number: 1.Decedent's Legal Name(First,Middle,Last,Suffix) 1.Sex 3,Social Security Number 4.Dale of Death(MO/Day/Yr)(Spell Mo) James Frederick McConkey Male 183 - 24 - 3185 October 22, 21013 Sa.Age-Lest Birthday(Yrs) St.Under 1 Year Sc.Untler 1 Da 6.Dale of Birth(MO/Day/Year)(Spell Month) ]a,.@IEt�a`IDIry a/A State or Foreign Country) Montns Days Hours Minuses Y1LSAUrgn, PA 83 March 28, 1930 Tb.Birthplace(Cc,mw) Allegbeny Ba.Residence(State or Foreign Country) Bb.Resldence(Street and Number-Include Apt No k.Did Decedent Llve In a Townshlp? Pennsylvania 9 Sherwood Drive ❑Ye:,dxeaemIYeein wo. ad.Rmid,rce(County) Cumberland Be.Residence(Zip Code) 17055 oNo,decedentlivedwithlnlimltsof. MiRdIaniCSburg c¢y/boro. 9.Ever in USVyA.rmed Forces? 30.Marital Status at Time of Death ❑Married +Widowed 11.SUnMing Spouse's Name(1l wife,BNe name prior to first marriage) .. ❑Yes 4aJ No C,Loin... ❑OlYOrced ❑Never Married ❑Unknown 12.Earner's Name IFlnt Middle.Last,5uffix) 11,Mother's Name Prior to First Marriage(First,Middle,Last) John M Conke aret Lee.Informant's Name 14b.10,11-ohlp to Decedent 141.Informant's Melling Address(Street and Numbe,,City,State,Zip Code) Janet F. Sul2der Dau hter 6010 Ccedcview LYite FA ,_...,., Ise.P 4ce or Dsell c ec ................. ve..................................,.............,..,..,rte.......ewh.....Otherslue......ospi..................HwS.................................... .................................. If Death OCCUmed lne Hospital: rJ In dent ,If Death DCCU d5omewhare Other Thane Hospital: LJ HOSpke Fitlllty C1Oacedent's Hpme ❑Emergency Room/Outpatient Cl Oead on Arrival s ❑Nursing Home/long-Term Care Facility Other(Specify) 15b.FacIIlry Name(if not Institution,give street and number; 15c.City or Town,State,and Zip Code SSd.County of Death - F#a31th Salth PAPb litatiu2 HOSPEItal Mechanicsburg, PA 17055 Cumberland 16a.Method of Disposition ❑Burial ❑Cremation 16b.Date of Disposition 16c.Place of Olspositbn(Name ofcemetery,crematory,or other place) ❑Remowl from State ❑Donation oene,(SPe¢Ify) EkltaFnl�2lent 0 333¢'25: Gate of Heaven Cemet 16d.Location of Dlsposltlon(Chy or Town,State,and Zip) 17a.SI 1 Fv lril5e Ice c or Person In Charge of Interment M.License Number Mechanicsburg, PA 17055 FD - 014889 1 7c.Name and Complete Address of Funeral Facility Malpezz3 Funeral Home 8 Market za Way -csb , PA 17055 1B.Dace dent's Education-Check the box that best describes the 19.Decedent of Hispanic Origin-Check the 20.Decedent's Race-Check ONE OR MORE races to Indicate what highest degree or level of school completed at the time of death, box that best de scribes whether the decedent the decedent considered himself or herself to be. ❑gth grade or less Is Spanish/Hhpanlc/Latlno.Check the'No' [X white ❑Korean ❑Nodiploma,9th 12th grade box If decedent Is not Spanish/Hlspanic/latino. [3 Black or African American ❑Vietnamese High school graduateor GEDcompleted M No nor S,umhhjHIHuhk/Latlnq ❑American Indian or Alaska Native ❑Other Alan Same college credit,but no degree ❑Yes,Mexican,Mexican American,Chicano ❑Asian Indian ❑Nat"Ha-flan ❑Associate degree(e.g.AA,AS) [I Yes,Puerto Rican ❑Chinese ❑Guamanian or Chamorro []Bachelor's degree fe.g.8A,A9,BSI C3 Yes,Cuban ❑Filipino ❑Samoan ❑Master's degree leg.MA,M5,MEng,MEd,MSW,MBA) ❑Yes,other Spanish/Hispanic/Latinq ❑Japanese ❑Other Pacific Islander ❑Doctorate(e.g.PhD,EdD)or Professional degree (Specify) ❑Other(Specify) e..MD"'DVM LLB ID 21.Decedent's Single Rxe Self-Deslgnatlon-Check ONLY ONE to Indicate whet the decedent considered himself or herself to be.22a.Dece dent's Usual Occupation-Indicate type of work ®White ❑Japanese [3 Samoan done during most of working life.DO NOT USE RETIRED. ❑Black or African American ❑Korean ❑Other Pacific Islander Underwriter ❑American Indian or Alaska Native ❑Vietnamese ❑Don't Know/Not Sure ❑Asian Indian ❑Other Asian ❑Refused 22b.Kind of Business/Industry ❑Chinese El Nati Hawaiian ❑Other(Speclfy)__ ❑Filipino ❑Guamanian orChamorro Insurance F S23a-23d MUST BE COMPLETED 23a.Oe[e Pronounced Dead(MO/Day/Yr) 23b.Signature of Person Pronouncing Death(Only whe7ppllc 711112171 Cenie Number BY PERONWHO PRONOUNCES OR DCt:ober 22, 2013 23d.Date Signed jMO/DPY/Y,j 24.Time pf Death 25.Wes Medkel Examiner or Coroner Contacted? No CAUSE OF DEATH Approximate 26.Partt.Entesthechalnofe,ents-disease,,injuries,or cpmpllarlom--that directly caused the death.DONOT.M e,termmalvemssuchasa,dialarr.sl Interval: r esplratoryarreM,rvantdmlarfibriRatlonw(ltthho,,,howingtheetlology.DONOTABBREVIATE.Ente-thy-ecauseon aline.Add adidul,rudlInes lfnecessary Onset to Death IMMEDIATE CAUSE (Flnal disease or condition Due tp for as a consequence of): resulting In death) b. Sequentially list conditions, Due to(or as•consequence o0: 11 any,leading to the nose _ listed an Im a.Enter the UNDERLYING CAUSE Due to for as a consequence of): (disease or Injury lh.1 Initiated the events resulting d. In death)LAST. Due to(or as a consequence of): 26.Part 11.Enter other slenHicent conditions contdbuti,,to death but not resulting In the underlying cause given In Pant 27.Was en autopsy pelf ed? ❑Yes 2 No 1213.Were..top-findings available . tocomphisthe cause )death? ❑Its No 29,If Female: 30,Did Tobacco Use Contribute to Death? 31 M net of Death ❑Not pregnant within past year ❑Yes ❑Probably Natwel ❑Homicide ❑Pregnant at time of death ❑No �lnknP.n ❑k0denl ❑Pending Investigation No WeBnant,but pregnant wltnIn 11 days of death (�Suklde Could not be determined ❑Npl prcBnan1.but p ear, 43 days to 1 year before death 32.Date of In)ury(MO/Day/Y,)(Spell Month) ❑Unknown if pregnant within the past year 33.Tlmeof Injury 34.Place of Injury(e.g.home;construction site;farm;school) 35.Location of Injury(Street and Number,City,State,Zip Code) 3fi.tnlury at Work 3?.If Transportation lnlury,Specify: 38.Describe How Injury Occurred: ❑Yes ❑Drlver/Operator ❑Pedestrian ❑No ❑Passenger ❑Other f5peclty) 39,Certifier(Check only one): ❑�A ttlfyingphysician-Tothe best al my knowledge,death occurred due to the,use(,)and manners rated Q�Pronouncing&Certifying physician-To the best of my knowledge,death occurred ar the ume,date,and place,and due to the cause(,)and manner stated ❑Medical Examiner/Cor(oJ�{1 p,a?O�n�the bassi,of/e hrimnt,,and/or investlgatlon,in my opinion,death occurred at the time,date,and place,and due to the cause(,)and m-ner stated Signature of certlBer: V ' `Y l\ ( -ILM7 Title of certifier M License Number:N 0 0 11 S"'l 39b.Name,Address and Zip Code of Person Completing Cause of Death(Item 26) 39c Date Signed 1 /Day/Y,) Peter M. Brier MD 108 Lowther Street Lemo e, PA 17043 loll /13 40.Registrar's Dlsulct Number 41.Reglstra s Ignature Registrar File Date�Mot0a E , •, j� r(� .� ri 42. I 1 r f 1 d3.AmsMmentt I I U u 1 :1 0942523 ONIOS-143 // [HSOONtbn PSrmit NO. REV 07/7011 RECORDED OFFICE OF REGISTER OF WILLS .S LAST WILL AND TE ri§Y MgRrP 17 or CLERK OF ORPHANS' COURT JAMES F. XeCOA&BERLAND CO., PA I, JAMES F. McCONKEY, of Mechanicsburg, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, unto my wife, MARY P. McCONKEY, provided she survives me by sixty (60) days. SECOND: Should my wife, MARY .P. McCONKEY, predecease me or die on or before the sixty-first (61st) day following my death, I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate', including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my children, JAMES F. McCONKEY, JR. and JANET F. SOUDER, provided that should any of my children predecease me, I give and bequeath such child's share unto his or her issue per stirpes by representation, and if there be a failure of same, then I give and bequeath such deceased child's share to my surviving child as provided herein. THIRD: In addition to all powers granted to them by law and by other provisions of this Will,, , I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or priVAtb sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To. partition, subdivide, or improve real estate. and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax .laws, including, but not necessarily being limited to, personal income, gift and estate. or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I.) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the ( extent the plan or the law permits them to do so, and to exercise C1 any other rights which they may have under the plan, in whatever manner they consider advisable. FOURTH: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with �L 2 r • r 1 v I respect to property passing under this Will, shall be paid out of the principal of my residuary estate. FIFTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. SIXTH: I nominate and appoint my wife, MARY P. McCONKEY, Executrix of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said MARY P. McCONKEY, I nominate and appoint JAMES F. McCONKEY, JR. and JANET F. SOUDER, Co-Executors . of this, my Last Will and Testament. I direct that my Executrix or Co-Executors, as the case may be, and their successors, shall not be required to post security or a bond for the performance of, their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this f6'71lday of 1997 . (SEAL) J ES F. McCONKEY Signed, sealed, published and declared by the above- named Testator as and for his Last Will and Testament in our presence, who, at his request, in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address Address 3 RECORDED OFFICE OF REGISTER OF VilLLS tQi3 t�11 SOT I` "I.BSCRIBING WITNESS(ES) CLERK OF' REGISTER OF WILLS ORPHGIW5I -ND COUNTY,PENNSYLVANIA CUMBERLAND CO., PPS Estate of James F. McConkey Deceased James D. Bogar , (each) a subscribing witness to (Print Name/s) the Rl Will ©-1 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. (Signature) (Sig ature) One West Main Street (Street Address) (Street Address) Shiremanstown, PA 17011 _ (City,State,Zip) (City,State,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 15 1 _day of of , aol3 . vl� �q Deputy for Register of Wills Notary Public / My Commission Expires: lal ia(JS (Signature and Seal of Notary or other official qualified to administer oaths. Show date ofexpiration of Notary's Commission.) NOTE: To be taken by Officer authorized to administer oaths. Please have present the original or copy of instrument(s)at time of notarization. Form RW-03 rev. !0.!3.06 COMMONIEALTH Of PENNSYLVANIA NOTARIAL SEAL BETH B.LENGEL,NOTARY PUBLIC SHIREMANSTOWN BORO,CUMBERLAND COUNTY MY COMMISSION EXPIRES DECEMBER 12,2015 RECORDED OFFICE OF REGISTER OF WILLS OATH OF NON-SUBSCRIBING WITNESS(ES) %11113 NR 20 Ant 8 16 CLERK OF REGISTER OF WILLS 0 R P HA N S'_QW_R]uRLAND COUNTY,PENNSYLVANIA CUMBERLAND CO., PTA Estate of James F. McConkey ,Deceased Janet F. Souder and James F. McConkey, Jr. (each) being duly qualified according to law, depose(s) and say(s)that she/he/they was/were well- acquainted with James F. McConkey and am/are familiar with the handwriting and signature of the decedent, and that the signature of James F. McConkey to the foregoing instrument purporting to be the Last Will and Testament/Codicil of James F. McConkey is in his/her own proper handwriting. A r —' (Signature) Janet F. louder (Signatu Jades F. McConkey, r. 6010 Creekview Road 9 Sherwood Drive (Street Address) (Street Address) Mechanicsburg, PA 17050 Mechanicsburg, PA 17055 (City,State,Zip) (City,State,Zip) Executed in Register's Office Sworn to or affirmed and subscribed before me this day of 0 Deputy for gis er of Wills Form RW-04 rev. 10.13.06