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HomeMy WebLinkAbout04-16-14 Reset 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: Helen H.Kangas File No: D-1 — I ��V a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: December 28,2013 Age at death: 92 Decedent was domiciled at death in Cumberland County, Pennsylvania (State) with his/her last principal residence at 1 Beaver Road,Camp Hill, 17011 Lower Allen Township Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at 1 Beaver Road,Camp Hill, 17011 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 Pennsyl vania........ ...... ........... ... All personal property $ 50,000.00 If not domiciled in Pennsylvania. .. .... ........ ......... Personal property in Pennsylvania $ If not domiciled in Pennsy lvania. .. .... ........ ... ...... Personal property in County $ Value of real estate in Pennsylvania.. . ..... ...... .... ...... ...... . ........... ....... ....... . $ TOTAL ESTIMATED VALUE. ... $ 50.000.00 Real estate in Pennsylvania situated at: (Attach additional sheets,ifnecessary) 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 December 30,2009 and Codicil(s) thereto dated N/A State relevant circumstances(e.g.renunciation,death of executor,etc.) N, ru 0 Except as follows: after the execution of the instrument(s)offered for probate Decedent did not many,was not divor ,was notapi{Wtoa� divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S. §3323(g),a dl�not have±,5hild WnM adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. W -,ty 4 NO EXCEPTIONS ®EXCEPTIONS 70 M �Irir 1 y+ N ® B. Petition for Grant of Letters of Administration (If applicable) z c.t.a.,d.b.n., d.b.n.c.t.a.,pendente lite,duran e a&ntfa,dine mnVn le C�l If Administration,c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and compleR lit of heilpst n Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds for divorce,W been establj!�pd as*fiod in 23 Pa.C.S.§3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person. - W'1 ®NO EXCEPTIONS 0 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-01 rev./011111011 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 Karen M.Kangas 1 Beaver Road Camp Hill PA 17011 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 Dece ent,t c entioner(s)w'11 well and truly administer the estate according to law. Sworn to or affirmed and subscribed before , 7 Date L� me this-I&day Qf Date By ('Ncl-k - M Date For the Register Dale BOND Required: ® YES Q NO To the Register of Wills: FEES: Please enter my appearance by my signature below: Letters . . . . . . . . . . . . . . . . . . . . . . $mod Attorney Signature: ( ) Short Certificate(s). . . . . . I C) ( )Renunciation(s).. . . . . . . . ( > Codicil(s). . . . . . . . . . . . . tl,�V OWD ( )Affidavit(s).. . . . . . . . . . . C11> o s rn Bond.. . . . . .. . . . . . . . . . . . . . . . . Printed Name: Anna Borro Hays C rn rri C> Commission.``. . . . . . . . . . . . . . . . . Supreme Court W =0 COD � Other 1N1 1 . . . . . . . . ��j ID Number: 70375 m 2 n . . . . . . . . 1�j 2 a r= r- z tT) o .{�.�:,:1!1.�°.� Firm Name: Saidis,Sullivan&R�'geW p . . . . Address: 635 North I2th Stre tom_ SAileAQQ -g Lemoyne,PA 1704 6 p_ r m CD Phone: 717-612-5804 'a M Automation Fee. . . . . . . . . . . . . . . Fax: 717-612-5805 JCS Fee. . . . . . . . . . . . . . . . . . . . . '1.PJ. Email: aborrobayi4ecr-attom4s rom TOTAL. . . . . . . . . . . . . . . . . . . . . DECREE OF THE REGISTER Estate of Helen I4.Kangas File No: a/k/a: AND NOW, D in consideration of the foregoing Petition, satisfactory proof having been presented before me,IT IS DECREED that Letters Testamentary are hereby granted to Karen M.Kangas in the above estate and(if applicable) that the instrument(s) dated December 30 2009 described in the Petition be admitted to probate and filed of record as the last Will(and Codicil(s)) of Decedent. gisterof ills npy-/�'�„//�/^, ,,,_./,,,t Form RW-01 rep.ioiunoii 1� 'I I I J(f,(a'/UC�� ' VOV r Page 2 of 2 H 105.805 REV(9/11) W fl and Testament CC C!a .—� y w C> v u � CC v �, OF HELEN H. KANGAS ui C= cc m ° = I, HELEN H. KANGAS, of Lower Allen Township, Cumberland (Founty„1?ennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me heretofore made. ITEM 1: Family Information. I am a widow, having been married to Onni E. Kangas. I have three living children: KAREN M. KANGAS, PAUL It. KANGAS and PETER E. KANGAS. My daughter, MARILYN M. KANGAS predeceased me. These are described in this Will as "my children," or as "a child of mine." Any person born to or adopted by issue of mine is to be included as issue of mine. Provided, however, no adopted person shall benefit under this Will unless the order or decree of adoption is entered before the adopted person attains the age of twenty-one {21} years. ITEM II: Death Taxes. I direct that all inheritance and estate taxes becoming due by reason of my death, whether payable by my estate or by any recipient of any property, shall be paid by the Executor out of the residue of my estate, as an expense and cost of administration of my estate, except that no taxes shall be charged against any gift qualifying for the marital or charitable deduction in my estate. The Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. ITEM III: Debts and Final Expenses. I direct the Executor to pay the expenses of my last illness, my legally enforceable debts, and my funeral expenses from the residue of my estate as an expense and cost of administration of my estate. Page I II tf ITEM IV: Tangible Personal ProoertX. (a) Written List. I may leave a written list in my safe deposit box or elsewhere disposing of certain items of my tangible personal property. The Executor shall dispose of items of my personal property as specified in the written list. If no written list is found in my safe deposit box or elsewhere and properly identified by the Executor within thirty (30) days after the probate of my Will, it shall be presumed that there is no other statement or list. Any subsequently discovered list shall be ignored. (b) If Karen M. Kangas Survives Me. I give any property of the type described in paragraph (a) and not set forth in a written list to my daughter, KAREN M. KANGAS, if she survives me. (c) If Karen M. Kangas Does Not Survive Me. In the event I am not survived by my daughter, KAREN M. KANGAS, I give this property to my sons, PAUL R. KANGAS and PETER E. KANGAS, to be divided between them as they shall agree. ITEM V: Residue. I give the residue of my estate, not disposed of in the preceding portions of this Will, to my children, in equal shares. If any of my children is not living at my death, the share of my deceased child shall be paid to his or her then living issue, per stirpes. ITEM VI: Administrative Powers. In addition to the powers granted at law, the Executor shall possess the following powers, each of which shall be construed broadly and may be exercised without court approval, but in a fiduciary capacity only: (a) Retain Investments. To retain any investments I have at my death, including specifically those consisting of stock of any bank even if I have named that bank as the Executor. Page 2 l/• f� (b) Vary Investments. To vary investments and to invest in bonds, stocks, notes, real estate mortgages or other securities or in other property, real or personal, without being restricted to so-called "legal investments", and without being limited by any statute or rule of law regarding investments by fiduciaries. (c) Division of Assets. In order to divide the principal of my estate or make distributions, the Executor is authorized to distribute personal property and real property partly or wholly in kind, and to allocate specific assets among beneficiaries so long as the total market value of each share is not affected by the division, distribution or allocation in kind. The Executor is authorized to make, join in and consummate partitions of lands, voluntarily or involuntarily, including giving of mutual deeds, or other obligations, with as wide powers as an individual owner in fee simple. (d) Sell Assets. To sell either at public or private sale any or all real or personal property severally or in conjunction with other persons, and to consummate sale(s) by deed(s) or other instrument(s) to the purchaser(s), conveying a fee simple title. No purchaser shall be obligated to see to the application of the purchase money or to make inquiry into the validity of any sale. The Executor is authorized to make, execute, acknowledge and deliver deeds, assignments, options or other writings as necessary or convenient to carry out the powers conferred upon the Executor. (e) Encumber Real Estate. To mortgage real estate, and to make leases of real estate. (f) Borrow Money. To borrow money from any person, including the Executor, to pay indebtedness of mine or of my estate, expenses of administration or inheritance, legacy, estate and other taxes, and to assign and pledge assets of my estate. Page (g) Pay Costs. To pay all costs, taxes, expenses and charges in connection with the administration of my estate. (h) Distributions Without Court Order. To make distributions of income and of principal to the proper beneficiaries, during the administration of my estate, with or without court order, in such manner and in such amounts as my Executor deems prudent and appropriate. (i) Rights as Stockholder. To exercise voting rights with respect to securities which form a part of my estate, and to exercise all the powers incident to the ownership of securities. 0) Reorganize. To unite with other owners of property similar to property in my estate to carry out any plans for the reorganization of any company whose securities form a part of my estate. (k) Disclaim. To disclaim any interest in property which would devolve to me or my estate by whatever means, including but not limited to the following means; as beneficiary under a will, as an appointee under the exercise of a power of appointment, as a person entitled to take by intestacy, as a donee of an inter vivos transfer, and as a donee under a third-party beneficiary contract. p) Tax Returns. To prepare, execute and file tax returns of any type required by applicable law, and to make all tax elections authorized by law. (m) Allocated Expenses. To allocate administrative expenses to income or to principal, as the Executor deems appropriate. However, no allocation to income shall be made if the effect of the allocation is to cause a reduction in the amount of any estate tax marital deduction or estate tax charitable deduction. Page 4 A (n) Employ Advisors. To employ custodians of property, investment or business advisors, accountants and attorneys as the Executor deems appropriate, and to compensate these persons from assets of my estate, without affecting the compensation to which the Executor is entitled. (o) Basis Adjustment. To make any adjustment to basis authorized by law, including, but not limited to increasing the basis of any property included in my estate, whether or not passing under this Will, by allocating any amount by which the bases of assets may be increased. The Executor shall be under no duty and shall not be required to allocate basis increase exclusively, primarily, or at all to assets which pass as part of my probate estate as opposed to other property for which a basis adjustment is allowable. The Executor shall allocate basis increase equitably among those beneficiaries receiving property as a result of my death, but shall not be liable to any person, nor subject to removal or surcharge, for any reasonable allocation of basis increase. (p) Compromise Claims. To compromise claims. (q) Other Acts. To do all other acts in the Executor's judgment deemed necessary or desirable for the proper and advantageous management, investment and distribution of the estate. ITEM VII: Beneficiaries Under Age 25. If a beneficiary under the age of twenty-five (25) years is entitled to receive assets under this Will, the person who served as Executor of my estate shall retain those assets as Custodian for the beneficiary under the Pennsylvania Uniform Transfers to Minors Act. The Custodian may receive and administer all assets authorized by law, and shall have full authority as provided in the Pennsylvania Uniform Transfers to Minors Act to use assets in the manner the Custodian deems advisable for the best interests of the beneficiary. I also designate the person who served as Executor of Page 5 A 1'f. my estate as successor Custodian of any property for which I am custodian under any Uniform Gifts to Minors Act or Uniform Transfers to Minors Act. ITEM VIII: Survival. Any person who has died within thirty (30) days of my death, or under such circumstances that the order of our deaths cannot be established by proof, shall be deemed to have predeceased me. ITEM IX: Executors. I make the following provisions with respect to Executors: (a) Initial Executor. I appoint my daughter, KAREN M. KANGAS, to serve as Executor. (b) Successor Executor. In:the event that my daughter, KAREN M. KANGAS, is unable or refuses to serve as Executor, I appoint my son, PETER E. KANGAS, to serve as Executor. (c) Compensation. The Executor shall have the right to receive reasonable compensation for services rendered and reimbursement for reasonable expenses. (d) Standard of Care. No Executor shall be liable or accountable for any loss that may result from the good faith exercise of the authority granted in this Will,. (e) Security. The Executor is specifically relieved from the duty of filing bond or entering security. IN WITNESS WHEREOF, I have set my hand and seal to this, my ( Last Will and Testament, consisting of this and the preceding five (5) pages, at the end of each page of which I have also set my initials for greater security and better identification this day of 20 ,,,59 e2 �� ;-2-�--- (SEAL} HELEN H. KANGAS We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix as and for 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 hereunto set our hands and seals the day and year first above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory, (SEAL) Residing at �N..._Ll m &r-nf&1q PA 1p r s {SEAL} Residing at -;Sz/s . f1 d%' cGO �tt � f4"C[.t-P i l ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF ) I, HELEN H. KANGAS, Testatrix, 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 Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. /I HELEN H. KANGAS (SEAL) Sworn to and subscri ed before me this3bi day of 20D9. 1�- Notary Public My Commission Expires: (SEAL) COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL CYNTHIA J.RULE,Notary Public Lemoyne Boro.,Cu^Ibedand County My Commission Expires February 3,2012 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF We, and eG .)I�° the Witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix, HELEN H. KANGAS, sign and execute the instrument as her Last Will and Testament; that Testatrix signed willingly and that she executed said Will as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as Witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Wit ess Witnes Sworn to and subscribed before me this-l) day of bkkj-+ Notary Public My Commission Expires: (SEAL) COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL CYNTHIA J.RULE,Notary Public Lemoyne Boro.,Cumberland County My Commission Expires February 3,2012 REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA No. 2014- 00290 PA No. 21- 14- 0290 Estate Of: HELENHKANGAS (First,Middle,Last) Late Of: L 0 WER A L L EN TO WNSHIP CUMBERLAND COUNTY 0 Deceased Social Security No: WHEREAS, on the 16th day of April 2014 an instrument dated December 30th 2009 was admitted to probate as the last will of HELEN H KANGAS (First,Middle,Last) late of LOWER ALLEN TOWNSHIP, CUMBERLAND County, who died on the 28th day of December 2013 and WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, LISA M. GRAYSON, ESQ. , Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARYto KAREN M KANGAS who has duly qualified as EXECUTOR(RIX) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURTHOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office . on the 16th day of April 2014. ± I Register of Us De uty- **ATnTF** AT.T, NAMF,.q ABOVE APPEAR (FIRST, MIDDLE, LAST)