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
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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
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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
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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.
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LAW OFFICES - MARTS01'\. OEAROORFF. WI!.!.IAMS & OTTO
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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:
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and the remaining one-half (1/2) thereof unto KELLY HENRY. In
determining 't;he residuary share of the residuary legatees, I
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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
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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
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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
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(~~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.
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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')' ,,,' \
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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.
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Address
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Sworn or affirmed to and subscribed before me this ~day
, 1990
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LAW OFFICF.S - MARTSON. DF.ARI>ORFF. WII.LlAMS & OTTO
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