HomeMy WebLinkAbout01-16-15 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:
Sandra McKee Haskins
Decedent's Information
Name: Virginia M.McKee File No: 21-15 _ WISS
a/k/a: (Assigned by Register)
a/k/a:
a/k/a: Social Security No:
Date of Death: 01/12/2015 Age at Death: 92
Decedent was domiciled at death in Cumberland County, PA (State)with his/her last
principal residence at 325 Wesley Drive,Apt.3223,Mechanicsburg 17055 Lower Allen Cumberland
Street address,Post Office and Zip Code City,Township or Borough County
Decedent died at 503 North 21st Street,Camp Hill 17011 East Pennsboro Twp 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 $ 10,000.00
If not domiciled in Pennsylvania................ Personal property in Pennsylvania $
If not domiciled in Pennsylvania................ Personal property in County $
Value of real estate in Pennsylvania................................................................... $
TOTAL ESTIMATED VALUE $ 10,000.00
Real estate in Pennsylvania situated at
(Attach additional sheets,it necessary.)
Street address,Post Office and Zip Code City,Township or Borough r.� County
®A. Petition for Probate and Grant of Letters Testamentary C: O M n
Petitioner(s)aver(s)that he/she/they is/are the Executor(s)named in the Last Will of the Decedent,dated tQi31 2003tad?oodicil(s)
17,11
thereto dated
C7
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 notAivoTcednwas-I;�[a pa to:a pending
divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S.§3323(g),:alldcdld not hayate chi &rd or
adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. rV M
®NO EXCEPTIONS EXCEPTIONS
O
❑ B. Petition for Grant of Letters of Administration (If applicable)
c.t.a.,d.b.n.,d.b.n.c.t.a.,pedente lite,durante absentia.durante minoritate
If Administration,c.t.a ord.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 proceedingwherein 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 adudicated an incapacitated person.
F1 NO EXCEPTIONS F] 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
Sandra McKee Haskins 1433 Brandton Road
Mechanicsburg,PA 17055
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 th _ ecedent,Petitioner(s) ill well and truly administer the estate accordi I g to w.
Sworn toorraffirmed and subscribed before�r� 647dld /11 � Date
me this Le day of �J« Date
By: 6(oj y7 Date
For the Register Date
BOND Required? YES ❑X NO To the Register of Wills:
FEES: Please enter my appearance by my signature below:
Letters.......................................... $ �� Attorney Si atur(.
( r, )Short Certificate(s)......... 2�
( )Renunciation(s)..............
( )Codicil(s)........................
( )Affidavit(s)...................... PriVed ame: Edward P Seeber
Bond............................................. Supreme Court
Commission.................................. ID Number: 76084
Other Wit I
V �� Firm Name: JSDC Law Offices
Inr)'Toy r i ffi Address: Suite C-400
555 Gettysburg Pike
Mechanicsburg,PA 17055
Phone: 717-533-3280
Automation Fee............................ rJ Fax:
JCSFee....................................... 5 i
TOTAL......................................... $ �.
E-mail: eps(Djsdc.com
DECREE OF THE REGISTER
Date of Death: 01/12/2015
Social Security No:
Estate of Virginia M.McKee File No: 21-15 —MG,5
a/k/a:
AND NOW :;to 0(S in consideration of the foregoing Petition,
satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary
are hereby granted to Sandra McKee Haskins
in the above estate and(if applicable)that the instrument(s)dated 03/21/2003
described in the Petition be admitted to probate and filed of record as the lasj Will(andodicil s))of Decedent.
kedisherofWills �/�O)`�'p`/
Copyright(c)2011 form software only The Lackner Group,Inc. r "bAWWPage 2 of 2
/.
RE—UR ED OFFIO;E OF
RE C J'S TE R OF W
19015 J'19m 16 IP'LA�T14VILL AND TESTAMENT
CLERl OF OF
1117 VIRGINIA M. MCKEE
I, VIRGINIA M. MCKEE, having my legal residence at 308 West Courtland Avenue,
Shiremanstown, Cumberland County, Pennsylvania, hereby declare this to be my Last Will and
Testament,revoking all other Wills and Codicils heretofore made by me.
ARTICLE ONE
I declare that I am not married.
ARTICLE TWO
I have two children born to me whose names and birth dates are as follows:
NAMES BIRTH DATES
SANDRA MCKEE HASKINS November 26, 1941
VAUGHN EUGENE MCKEE September 21, 1945
ARTICLE THREE
I direct the payment from my estate of the expenses of my last illness and funeral as soon
after my death as conveniently may be done.
ARTICLE FOUR
As soon as practical after my death, my Executor shall make the follow specific
distributions:
1. All of my jewelry, except as noted in the following paragraph, shall be distributed.to
my daughter, SANDRA MCKEE HASKINS.
1
2. All of my tools and gold coins, including the gold coin in my necklace, shall be
distributed to my son,VAUGHN EUGENE MCKEE.
ARTICLE FIVE
I intend to leave a memorandum which will direct the distribution of certain other items of
tangible personal property, and I request that my wishes as set forth in said memorandum be
followed. To the extent that my tangible personal property is not disposed of by memorandum, I
give all of the tangible personal property that I own at my death, including any household furniture
and furnishings, automobiles, books, pictures, jewelry, art objects, hobby equipment and
collections, wearing apparel, and other articles of personal and household use, equipment and
ornament, and all insurance thereon, in equal shares, to my children, provided they survive me by
thirty (30) days, to be divided among them as they are able to agree. If my children fail to survive
me by thirty (30) days or are unable to agree as to the distribution, such items shall be sold and the
proceeds distributed with the residue of my estate.
ARTICLE SIX
I give the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
situate as follows:
I. Fifty (50%) percent to ;ray daughter, UANDF.A MCKEE HA'SKINS, provided she
survives me by thirty (30) days. If she fails to survive me by thirty (30) days, her share shall be
distributed to her then living issue,per stirpes.
2. Fifty(50%)percent to my son,VAUGHN EUGENE MCKEE,provided he survives
me by thirty (30) days. If he fails to survive me by thirty(30) days, his share shall be distributed as
follows: Five (5%) percent to his natural born son, MICHAEL BAKER and the remaining balance
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to my daughter, SANDRA MCKEE HASKINS, or her then living issue, per stirpes. If MICHAEL
BAKER is not living at the time distribution is directed to be made, his share shall be distributed.to
my daughter, SANDRA MCKEE HASKINS,or her then living issue,per stirpes.
ARTICLE SEVEN
If any such descendant of mine has not reached legal age under the law of the jurisdiction in
which that descendant is domiciled at the time of distribution under this Will, then distribution of
his or her share shall be made instead to the Trustee, hereinafter named, for that descendant under
the Pennsylvania Uniform Transfer to Minors Act, and all provisions of that Act as they exist at the
time of this my Last Will and Testament shall apply to the distribution. If necessary for legal
transfer to my Trustee, my Executor shall convert the assets in that descendant's share to cash or
securities.
ARTICLE EIGHT
No beneficiary or remainderman under this Will or any codicil hereto shall have any right to
alienate, encumber or hypothecate his or her interest in this Will in any manner, nor shall any
interest of any beneficiary or remainderman be subject to claims of his or her creditors or liable to
attachment, execution or other process of law.
Arc T IC L E NPdE
Should the payment of expenses, claims and taxes from any Qualified Retirement Plan or
Individual Retirement Account ("IRA") assets which comprise my estate cause my estate to be
disqualified as a "Qualified Beneficiary," it is my intent, and I hereby direct that, to the extent
practicable, no expenses, claims and taxes shall be paid from such Qualified Retirement Plan or
IRA assets.
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ARTICLE TEN
I appoint my daughter, SANDRA MCKEE HASKINS, as Executor of my Will. If she is
unable or unwilling to serve, I appoint my son, VAUGHN EUGENE MCKEE, as Executor of my
Will. I give to my Executor, in addition to and not in limitation of the powers given by law or by
other provisions of this Will,.the following powers with respect to settlement of my estate to be
exercised from time to time in the discretion of my Executor, without further order or license of the
Register of Wills or of any court:
1. To retain any property, pending distribution hereunder, to invest in or purchase any
property without restriction to legal investments for fiduciaries, to distribute property in kind, to
compromise claims,and to sell any property at public or private sale;
2. To borrow money from any person including any fiduciary acting hereunder, and to
mortgage or pledge any real or personal property;
3. To engage in litigation and compromise, arbitrate or abandon claims;
4. To make distributions in cash, or in kind at current values, or partly in each,
allocating specific assets to particular distributees on a non-prorata basis, and for such purposes to
make reasonable determinations of current values; .
5. To make-elections, decisions,concessions and settlements in connection with all
income, estate, inheritance, gift or other tax returns and the payment of such taxes, without
obligation to adjust the distributive share of income or principal of any person affected thereby;
6. To invest and reinvest in every kind of property and investment which persons of
prudence, discretion and intelligence acquire for their own accounts;
7. To manage, control,repair and improve all real property;
4
8. To procure and carry at the expense of the estate insurance of the kinds, forms and
amounts deemed advisable by the Executor to protect the Executor and the estate against any
hazard;
9. To pay all taxes, assessments, fees of the Executor and all other expenses incurred
in the collection, care, administration and protection of the estate;
10. To exercise such powers, herein conferred; after the termination of the trust estate
until final distribution of the estate assets; and
11. To do all the acts, to take all the proceedings, and to exercise all the rights, powers
and privileges which an absolute owner of the property would have, subject always to the discharge
of their fiduciary obligations; the enumeration of certain powers in this Will shall not limit the
general or implied powers of the Executor; the Executor shall have all additional powers that may
now or hereafter be conferred on them by law or that may be necessary to enable the Executor to
administer the estate in accordance with the provisions of this Will, subject to any limitations
specified in this Will.
No bond shall be required of any fiduciary hereunder in any jurisdiction. No fiduciary
hereunder shall have any liability for any mistake or error of judgment made in good faith.
My Executor shall receive reasonable compensation for services performed as determined
by the court in which this Will is admitted to probate.
5
ARTICLE ELEVEN
I realize that Executors are given discretion by law to make various elections which affect
the income and estate taxes payable by estates 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 a qualified
terminable interest 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.
ARTICLE TWELVE
I direct that all estate, inheritance and other taxes in the nature thereof, together with any
interest and penalties thereon, becoming payable because of my death with respect to the property
constituting my gross estate for death tax purposes, whether or not such property passes under this
Will, shall be paid from the principal of my residuary estate, and no person receiving or having a
beneficial interest in any such property, whether under this Will or otherwise, shall at any time be
required to contribute to or refund any part thereof; PROVIDED, however, that this direction shall
not apply to the taxes on any property included in my estate solely because of a power of
6
appointment thereover which I possess but have not exercised or on any qualified terminable
interest or to any generation-skipping transfer taxes.
IN WITNESS WHEREOF, I have at Hershey, Pennsylvania, this d II day of
a L4_� 2003, set my hand and seal to this my Last Will and Testament, consisting of
seven(7)pages.
VIRGINIA M. MCKEE
SIGNED, SEALED, PUBLISHED and DECLARED by VIRGINIA M. MCKEE,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 subscribed our names as
witnesses.
Residence
Residence 2Q U7
��l
7
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF DAUPHIN
We, VIRGINIA M. MCKEE, � ,n /}'). and
-Testatrix and witnesses, respectively, whose names are signed to the
attached and foregoing instrument, being first duly sworn, do hereby declare to the undersigned
authority that the Testatrix signed and executed the instrument as her last will and that she had
signed willingly, and that she executed it as her free and voluntary act for the purpose therein
expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the
Will as witnesses and that to the best of his/her knowledge the Testatrix was at that time eighteen
years of age or older,of sound mind and under no constraint or undue influence.
c
TESTATRIX
WITNESS
'kfTNES S v
Subscribed and sworn to and acknowledged before me by VIRGINIA M. MCKEE, the
estatnx,/and subscribed and sworn to before me by.. 61L-<'a n M. d&'g M le and
witnesses on this day of
2003.
Notary Public
ry pul""
sew
iJnda L.Fe NOW MOWDerry Twp.,
DwPWMy C..,WssW ExOres NOv.8,2003
MEMORANDUM TO THE LAST WILL AND TESTAMENT OF
VIRGINIA M. MCKEE
It is my desire that the items listed below be distributed in-kind to the individuals whose
name or naives appear opposite the items listed:
DATE VIRGINIA M. MCKEE
REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
y of cv�y
No. 2015- 00055 PA No. 21- 15- 0055
Estate Of: VIRGINIA M MCKEE
O D �v (First,Middle,Last)
V Late Of: LOWER ALLEN TOWNSHIP
CUMBERLAND COUNTY
Ili I
Deceased
Social Security No:
1750
c `r' r rri
Co n
WHEREAS, on the 20th day of January 2015 an instrum i ' daL `
March 21st 2003 was admitted to probate as the last willbdFr- rrnr\)
� - M o CD
VIRGINIA M MCKEE cis 7
(First,Middle,Last) rC7 CD
late of LOWER ALLEN TOWNSHIP, CUMBERLAND County,
CO r- M
who died on the 12th day of January 2015 and, c o cn o
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 TESTAMENTARY to:
SANDRA MCKEE HASKINS
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, PENNSYL VA NIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 20th day of January 2015.
Ri6giglter of Wi
r
ep ty
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)