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HomeMy WebLinkAbout09-23-14 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 11 Name: Anthony J.Verhovshek File No: CA 1 - ICA — G of a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: September 5,2014 Age at death: 99 Decedent was domiciled at death in Cumberland County, Pennsylvania (State)with his/her last principal residence at 5225 Wilson Lane Apt 215,Mechanicsburg,PA 17055 Lower Allen Township Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at 5225 Wilson Lane Apt 215,Mechanicsburg,PA 17055 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 $ 30,000.00 If not domiciled in Pennsylvania. ....................... Personal property in Pennsylvania $ If not domiciled in Pennsylvania. ....................... Personal property in County $ Value of real estate in Pennsylvania......................................................... $ 0.00 TOTAL ESTIMATED VALUE. ... $ 30.000.00 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 August 22,2012 and Codicil(s) thereto dated 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. 0 NO EXCEPTIONS 0 EXCEPTIONS M B. Petition for Grant of Letters of Administration (If applicable) c.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. 0 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,ifnecessary): Name Relationship Address ry Q C> W r-M t M N r P r31 0f ..., < , C M Form RW-02 rev.1011112011 w' JagP1 q2 Oath of Personal Representative Official Use Only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF YORK } r a C7 --,-: Petitioner(s)Printed Name Petitioner(s)Printed Addre O Ka Stankoski 875 Woodbridge Road,York,PA 17402 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 knomadge fiR gief of Petitioner(s)and that,as Personal Representative(s)of the Decedent,the Petitioner(s)will well and truly administer the estate accRing to law. Sworn to ora firmed and subscribed before `� e� - Date me t 'sem? day o t 0/ Date By: Date R e tUHKUOUNTY Date F�R�MYMd'Y( ' COMMISSION EXPIRES 13MATRL "L&%2016 To the Register of Wills: FEES: f11 Please enter my appearance by my signature below: Letters . . . . . . . . . . . . . . . . . . . . . . $ V Attorney Signature: ( � )Short Certificate(s).. . . . . 45 ( )Renunciation(s).. . . . . . . . ( )Codicil(s). . . . . . . . . . . . . y ( )Affidavit(s).. . . . . . . . . . . Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name: Edward A Stankoski Jr Commission. . . . . . . . . . . . . . . . . . Supreme Court Other . . . . . . . . ID Number: 25496 . . . . . Firm Name: MPL Law Firm . . . . . . . . t J Address: 137 East Philadelphia Street . . . . . . . . York,PA 17401-2424 . . . . . Phone: 717 845-1524 Automation Fee. . . . . . . . . . . . . . . Fax: 717 854-6999 JCS Fee. . . . . . . . . . . . . . . . . . . . . Email: netai rpm TOTAL. . . . . . . . . . . . . . . . . . . . . $ DECREE OF THE REGISTER ` q/\ Estate of Anthony J.Verhovshek File No: 21 — — (y 7 a/k/a: AND NOW, Se cue m bZ 201 ,in consideration of the foregoing Petition, satisfactory proof having been presented before me,IT IS DECREED that Letters Testamentary are hereby granted to Kathy Stankoski in the above estate and(if applicable)that the instrument(s) dated August 22,2012 described in the Petition be admitted to probate and filed of record as the last Will(and Codicil(s))of Decedent. cA egister of WillsQC( e'2 of 2 Form RW-02 rev.10/11/2011 P r. LAST WILL OF ANTHONY I VERHOVSHEK ti C> m m �� a � � n `a cn � 1 ►-+ � M co x Edward A. Stankoski,Jr. MPL Law Firm 137 East Philadelphia Street York,Pennsylvania 17401 LAST WILL AND TESTAMENT OF ANTHONY J.VERHOVSHEK Introductory Clause. 1,ANTHONY J. VERHOVSHEK, a resident of-and domiciled at 325 Wesley Drive,Apt. 110,Mechanicsburg,in the County of Cumberland, and Commonwealth of Pennsylvania, do hereby make,publish and declare this to be my Last Will and Testament,hereby revoking all Wills and Codicils at any time heretofore made by me. I have two living grandchildren: ANTHONY VERHOVSHEK and GREGORY VERHOVSHEK, from my one deceased child: GREGORY A.VERNER, who died August 5, 2012. ITEM I Direction to Pay Debts. I direct that all my legally enforceable debts,secured and unsecured,be paid as soon as practicable after my death. ITEM H I direct that: (1) Direction to Pay All Taxes from Residuary Estate. Except as provided in(2) herein, all estate, inheritance, succession, death or similar taxes(except generation-skipping transfer taxes)assessed with respect to my estate herein disposed of,or any part thereof, or on any bequest or devise contained in this my Last Will(which term wherever used herein shall include any Codicil hereto),be paid out of my residuaryestate and shall not be charged to or against any recipient,beneficiary,transferee or owner of any such property or interests in property included in my estate for such tax purposes. (2) Apportion Taxes on Nonprobate Property. All such taxes in respect to any property or interests in property included in my gross estate under Sections 2035, 2036,2037, 2038,2039,2040,2041,2042,and 2044 of the Internal Revenue Code shall be charged against and paid by the recipient or beneficiary of such property or interest in property or from the property or interest in the property,provided,however,there shall be no apportionment against any donee or recipient of any such-property or interest in property which is a qualified charity under Section 2055 and the property or interest in property was allowed in my federal estate tax proceedings as a charitable deduction. , The amount of the.tax to be charged against such donee or recipient shall be determined by multiplying a fraction(the numerator of which shall be the Last Will and Testament of Anthony J. Verhovshek Page 1 federal estate tax value of the property to be apportioned as finally determined in my federal estate tax proceedings and the denominator of which shall be the total value of my taxable estate for such federal estate tax purposes)times the net amount of such taxes payable by my estate after the application of all credits against such taxes. ITEM III General Bequest of Personal and Household Effects. I give and bequeath all my personal and household effects of every kind including but not.limited to furniture,appliances, furnishings,pictures, silverware, china, glass,books,jewelry,wearing apparel,boats, automobiles, and other vehicles, and all policies of fire, burglary, property damage, and other insurance on or in connection with the use of this property,to my grandchildren surviving me in approximately equal shares; provided,however,the issue of a deceased grandchild surviving me shall take per stirpes the share their parent would have taken had he or she survived me. If my issue do not agree to the division of the property among themselves,my Executor shall make such division among them,the decision of my Executor to be in all respects binding upon my issue. If any beneficiary hereunder is a minor,my Executor may distribute such minor's share to such minor or for such minor's use to any person with whom such minor is residing or who has the care or control of such minor without further responsibility and the receipt of the person to whom it is distributed shall be a complete discharge of my Executor. ITEM IV Outright Gift of All Property to Grandchildren. I give, devise and bequeath all the rest, residue and remainder of my property of every kind and description(including lapsed legacies and devises)wherever situate and whether acquired before or after the execution of this Will, absolutely in fee simple to my surviving grandchildren in equal shares,provided, however,the then living issue of adeceased grandchild of mine shall take per stirpes the share their parent would have taken had he or she survived me. ITEM V Naming the Executor,Executor Succession,Executor's Fees and Other.Matters. The provisions for naming the Executor,Executor succession,Executor's fees and other matters are set forth below: (3) Naming an Individual Executor. I hereby nominate,constitute and appoint as Executor of this my Last Will and Testament KATHY STANKOSKI and direct that she shall serve without bond. (4) Naming Individual Successor or Substitute Executor. If my individual Executor should fail to qualify as Executor hereunder, or for any reason should cease to act in such capacity,the successor or substitute Executor who shall also serve without bond shall be the next person willing to serve from the list below in the order named: EDWARD A. STANKOSKI,JR. Last Will and Testament of Anthony J. Verhovshek Page 2 ANTHONY M. STANKOSKI (5) Fee Schedule for Individual Executor. For its services as Executor,the individual Executor shall receive reasonable compensation for the services rendered and reimbursement for reasonable expenses. ITEM VI Powers for Executor. By way of illustration and not of limitation and in addition to any inherent,implied or statutory powers granted to Executors generally,my Executor is specifically authorized and empowered with respect to any property,real or personal,at any time held under any provision of this my Will: to allot, allocate between principal and income,assign,borrow, buy,care for, collect,compromise claims,contract with respect to, continue any business of mine, convey, convert, deal with, dispose of, enter into, exchange,hold, improve, incorporate any business of mine, invest, lease,manage, mortgage,grant and exercise options with respect to,take possession of,pledge, receive, release,repair, sell, sue for,to make distributions or divisions in cash or in kind or partly in each without regard to the income tax basis of such asset, and in general,to exercise all the powers in the management of my Estate which any individual could exercise in the management of similar property owned in his or her own right,upon such terms and conditions as to my Executor may seem best, and to execute and deliver any and all instruments and to do all acts which my Executor may deem proper or necessary to carry out the purposes of this my Will, without being limited in any way by the specific grants of power made, and without the necessity of a court order. ITEM VII Provision for Executor to Act as Trustee for Beneficiary Under Age Twenty-One. If any share or property hereunder becomes distributable to a beneficiary who has not attained the age of Twenty-one(2 1)years or if any real property shall be devised to a person who has not attained the age of Twenty-one(2 1)years at the date of my death,then such share or property shall immediately vest in the beneficiary, but notwithstanding the provisions herein,my Executor acting as Trustee shall retain possession of the share or property in trust for the beneficiary until the beneficiary attains the age of Twenty-one(21),using so much of the net income and principal of the share or property as my Executor deems necessary to provide for the medical care, education, support and maintenance in reasonable comfort of the beneficiary,taking into consideration to the extent my Executor deems advisable any other income or resources of the beneficiary or his or her parents known to my Executor. Any income not so paid or applied shall be accumulated and added to principal. 'The beneficiary's share or property shall be paid over, distributed and conveyed to the beneficiary upon attaining age Twenty-one(21), or if he or she shall sooner die,to his or her executors or administrators. Whenever my Executor determines it appropriate to pay any money for the benefit of a beneficiary for whom a trust is created hereunder,then the amounts shall be paid out by my Executor in such of the following ways as my Executor deems best: (1)directly to the beneficiary;(2)to the legally appointed guardian of the beneficiary;(3)to some relative or friend for the care, support and education of the beneficiary; (4)by my Executor using such amounts directly for the beneficiary's care, support and education; (5)to a custodian for the beneficiary under the Uniform Gifts or Last Will and Testament of Anthony J. Verhovshek Page 3 Transfers.to Minors Act. My Executor as trustee shall have with respect to each share or property so retained all the powers and discretions conferred upon'it as Executor. ITEM VIII Discretion.Granted to Executor in Reference to Tag Matters. My Executor as the fiduciary of my estate shall have the discretion,but shall not be required when allocating receipts of my estate,between income and principal,to make adjustments in the�rights of any beneficiaries, or among the principal and income accounts to compensate for the consequences of any tax decision or election, or.of any investment or administrative decision,that my Executor believes has had the effect , directly or indirectly; of preferring one beneficiary or group of beneficiaries over others; provided,however,my Executor shall not exercise its discretion in a manner which would cause the.loss or reduction of the marital deduction as may be herein provided. In determining the state or federal estate and income tax liabilities of my estate,my Executor shall have discretion to select the valuation date and to determine whether any or,all of the allowable administration expenses in my estate shall be used as state or federal estate tax deductions or as state or federal income tax deductions. Testimonium Clause. IN WITNESS WHEREOF;I have hereunto set my hand and affixed my seal thisd day of August,2012. Q �_. ;-A4sEAL) T . RHOVSIIEK Attestation Clause. The foregoing Will was this XoS day of August,2012, signed, sealed,published and declared by the Testator as and for his Last Will and Testament in our presence,and we, at his request and in his presence,and in the presence of each-other, have hereunto subscribed our names as witnesses on the above date. of of da Last Will and Testament of Anthony J. Verhovshek Page 4 PROOF OF WELL COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } Self-Proving Affidavit We,ANTHONY J.VERHOVSHEK, and II 111 hoer J 7t A y vih and I-lbojv ox- the Testator and the witnesses,respectively,whose names are signed to the attached or foregoing instrument,being first duly sworn,do'hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he had signed willingly(or willingly directed another to sign for him),and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, and in the presence of each other, signed the Will as witness and to the best of,our knowledge the Testator was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. NT �J.VERHOVSHEK Witness Witn ss Subscribed, sworn to, and acknowledged before me by ANTHONY J. VERHOVSHEK, the Testator and subscribed and sworn to before me b /J,�.�d�yhya, and witnesses,this, y of August, 2012. ,���oot�rHONwTM ofvwsYLvnr�ra (Seal) Notary Public for Pennsylvania Noanat seal Debra&Ban*�rY Pubk t ""�'''oxkwww,countyMy Commission Expires: MY Cwvl slon N*es May 13,2015 MIBNBER,PEt--.-.ANb1 AS90M71dN Of NOTARIES Last Will and Testament of Anthony J. Verhovshek Page 5