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HomeMy WebLinkAbout05-15-06 F: ~ILES\DA T AFILEIEST A TES\ 7285.1 accounlJonnal : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION : NO. 21-05-0860 IN RE: ESTATE OF JAMES S. McKEEHAN, DECEASED FIRST AND FINAL ACCOUNT OF MICHAEL HENRY, EXECUTOR OF THE ESTATE OF JAMES S. McKEEHAN, LATE OF WEST PENNSBORO TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA Date of Death: Date of Executor Appointment: Letters Advertised: Sentinel - Cumberland Law Journal - Accounting for the period: August 11, 2005 November 22, 2005 "', , -) December 31, 2005, January 7& 14, 200{i January 6,13 & 20, 2006 . . August 11, 2005 to May 19, 2006 ~ _..1 SUMMARY PRINCIP AL: Receipts Disbursements $ 143,824.83 - 29.657.97 114,166.86 - 113.888.80 Partial Distributions to Beneficiaries Principal Balance Remaining $ 278.06 INCOME: Receipts Disbursements Income Balance Remaining $ 100.06 0.00 100.06 COMBINED BALANCE REMAINING TOTAL FOR DISTRIBUTION: PRINCIPAL RECEIPTS Real Estate located at 279 Springview Road 2004 Chevrolet S 10 pickup truck Citizens Bank checking #6100731499 Citizens Bank CD #6140720982 Citizens Bank CD #6140857651 P A Turnpike Commission, refund of insurance premium $ 378.12 $ 378.12 $ 96,658.80 17,230.00 21,364.86 5,869.60 2,354.11 132.62 -':, - ":~:; r.l \i~?, M ~.- -, .>~-1 :. .Jc~J ,. -'I '~~:~ : .. ,-:.-) i'n l~? ("? --1 @ P A State Employees Retirement System, benefit Cumberland County Register of Wills, refund of fees Comcast, refund TOTAL RECEIPTS OF PRINCIPAL: PRINCIPAL DISBURSEMENTS Outstanding check on date of death, Citizens Bank checking #6100731499 Hoffinan-Roth Funeral Home Nationwide Insurance, homeowners insurance M&T Bank, estate checks Deborah Piper, Tax Collector, copy of taxes Register of Wills; Inheritance Tax payment Martson Deardorff Williams & Otto, partial attorneys' fees Martson Deardorff, Williams & Otto, Disbursements: Register of Wills, filing fee, Will Petition Probate fee Cumberland Law Journal, Advertising Letters Testamentary The Sentinel, advertising Letters Testamentary Certified mailing, Department of Public Welfare Register of Wills, Short Certificate Landex Title search, Perry County Reserved for later disbursement: Michael Henry, Executor's commission Martson, Deardorff, Williams & Otto, balance of attorney's fee Martson, Deardorff, Williams & Otto, disbursements: Register of Wills, filing fee, Inheritance Tax return Recorder of Deeds, filing fees Register of Wills, filing fee, Accounting PPL, payment of final invoice vanous 12/06/05 12/2205 12/13/05 01/05/06 01/24/06 01/24/06 01/24/06 TOTAL DISBURSEMENTS: INCOME RECEIPTS Citizens Bank checking #6100731499, interest through closing Citizens Bank CD #6140720982, interest through closing Citizens Bank CD #6140857651, interest through closing M&T Bank estate checking #9838897131, interest through closing TOTAL INCOME RECEIPTS: 183.94 15.00 15.90 $ 143,824.83 $ 68.20 7,525.05 51.00 12.50 2.00 7,323.31 3,654.50 592.34 30.00 334.00 75.00 144.29 4.42 4.00 ~ 7,600.00 2,500.00 15.00 39.50 180.00 94.57 329.07 29,657.97 $ 13.47 57.33 23.00 6.26 100.06 t , ;1{L,z_l-L L~,. ,fA / , . Ii G .. 7 vtLIC_ {r (,,<~>'h-/}'-v-Z. () ({~--6J4..J-t !Jct~ sj;:z / C;O -10 /~ -(-4'- ~~, LAST WILL AND TESTAMENT I, JAMES S. McKEEHAN, of West Pennsboro Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. 2. I give and devise to my grandson, MICHAEL HENRY, the truck which I may own at the time of my death, and my tract of mountain land consisting of approximately twenty (20) acres, si tuate in Perry County, Pennsylvania, said devises to be absolutely. 3. I give and devise the house in which I presently reside, 't.ogether with all outbuildings appurtenant thereto, and all contents of said dwelling and outbuildings, to my said grandson, MICHAEL HENRY, absolutely. The land which shall be appurtenant to this devise shall consist of approximately two (2) acres. The eastern line thereof shall begin at the end of a board fence located on the southern line of my property and shall extend northwardly to the northern property line. Said devise shall also be subject to the right-of-way set forth in the following paragraph. -1- n / I / 'fA II C y ~ b--i -;-> IV LAW OFFICES - MARTS01'\. OEAROORFF. WI!.!.IAMS & OTTO , , ------ 4. I give and devise the dwelling, outbuildings and land appurtenant thereto, in which my daughter, SHARON K. LIBERATOR, presently resides, unto my granddaughter, KELLY HENRY, under and subject to a life estate in the said SHARON K. LIBERATOR to reside therein for the remainder of her natural life, or as long as she shall so desire. In the event the said SHARON K. LIBERATOR shall remove from said premises, this life estate shall terminate and ti tle shall vest entirely in said KELLY HENRY. During her occupancy of said premises, SHARON K. LIBERATOR shall pay all taxes, insurance and maintenance costs for the premises. She shall also maintain said premises in good state of repair. The land included in this devise shall be the remaining part of the premises presently owned by me situate east of the property line described in the prior paragraph and shall also include a fifty (50) foot perpetual right-Of-way along the northern property line of my premises extending from Springview Road to 'the property herein devised. Said right-Of-way shall be for the purposes of ingress, egress and regress to and from said premises and shall be perpetually appurtenant to the premises herein devised. 5. All the rest, residue and remainder of my estate I direct shall be divided as follows: One-fourth (1/4) thereof unto ~e ~ m SHARON K. LIBERATOR: one-fourth (1/4) thereof unto MICHAEL HENRY: I-) and the remaining one-half (1/2) thereof unto KELLY HENRY. In determining 't;he residuary share of the residuary legatees, I -2- I.AW OFFICES - MARTSOI'i. I>EARI)oRFF. WII.I.IAMS & OTTO , , direct that my Executor shall include in the computation thereof any property which shall pass outside the operation of this Will and by operation of law: i.e. any property which I may own jointly with any of said residuary legatees and is included in my estate for inheritance tax purposes. It is my intention by making this provision that the residuary estate shall include said assets in order to equitably divide the residuary estate. 6. I hereby nominate, constitute and appoint my said grandson, MICHAEL HENRY, as Executor of this Last Will and Testament. 7. I direct that my Executor shall not be required to file a bond to secure the fai thful performance of his duties in any jurisdiction. 8. To the extent that the same is permitted by law, none of the beneficiaries hereunder shall have any power to dispose of or to arge by way of anticipation any interest given to such beneficiary: and all sums payable to such beneficiaries hereunder shall be free and clear of the debts, contracts, alienations and anticipations of the beneficiaries, and all liabilities for '~. levies and attachments and proceedings of whatsoever kind, at law or in equity. 9. I authorize and empower my personal representative, in his sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or -3- LA'" OFFICRS - MARTSON. DEARDORFF. WILJ.JAMS & OTTO personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable: to borrow money for any purposes connected wi th the protection and preservation of my estate: to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; and to execute and deliver such instruments as may be necessary to carry out any of these powers. this ~ day of ;rvo I have hereunto''''.$'~t my hand and seal _V"",.,', ...... ~ ~/ \" , 199~\\()} \.. (~~lih~~)L~/ (SEAL) IN WITNESS WHEREOF, SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as wi tnesses thereto, in the presence of said Testator and of each other. j<;/ ,vi~ 71/. /<. ) cX~ a .Jj-?~ &LI A.-~ , -4- LAW OFFICF.S - MARTS()~. DF.ARI>UHFF. WII.I.IAMS & OTTO . . COMMONWEALTH OF PENNSYLVANIA 55. COUNTY OF CUMBERLAND I, James S. McKeehan, 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; that I signed it willingly; and that I signed it as my free and ,v9funtary act for the purposes therein expressed. " ,,_' ,', ,'.'j')' ,,,' \ ~~~~~&~ Sworn or affirmed to and acknowledged before me by James S. McKeehan, the Testator, this ~day of ~ ' 1990. 15 / t4~ ,x I f7rL.4J Notary Public COMMONWEALTH OF PENNSYLVANIA ) : SSe COUNTY OF CUMBERLAND ) We, kJL/}? ~ ~ ~ 4. ~/ the witnesses whose ~ameg are signed to the attached or foregoing instrument, 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 that the Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. /5 / ,-,L A..-d 7ft. ZVr~V.4.J Address {iat~~'- t:(. ~,../ J .-UJU...L-- ( of Sworn or affirmed to and subscribed before me this ~day , 1990 ---1Yl7J ~~L~dKn~- A) LAW OFFICF.S - MARTSON. DF.ARI>ORFF. 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