HomeMy WebLinkAbout95-00501
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PETITION "'OR PROUA n: and GRANT OF LEITERS
c::?/ - tj 0- 501
Estate 01
also known as
Barbara A. Heikes
No.
To:
Regisler of Wills for Ihe
Deceased. CoulllY of CUMBERLAND In the
Social Security No. 176 -26-0989 Commonweallh of Pennsylvania
The pellllon of Ihe umlerslgned respectfully represellls Ihat:
Vour pellllonerC~, who Is14e 18 years of age or oldee an the execul or
II) l.h9Ia~1 will p( Ihe above decedent, dated J u 1 y 21
oM/06d~I4"I"ulolJl
I}f~ed
, 19_
(,tale r(le..'anr drclInulDnces. e.g. renunciation. death of e.celllor. elt'.)
Decendent was domiciled 01 death in Cumber land County, Pennsylvania, with
" er last family or principal residence 01 110 Wvncot Court. Mechanicsbur2.
PA 17055
(lbl 5Irett. number and munclpaJily)
Decendenl,lhen 59 years of age, died June 20 ,1995
~ 110 Wvncot Court. Mechanicsbur2. PA 17055 .
Except as foltows, decedent did nol marry, was not divorced and did nOI have a child born or adopted
after execullon of the will offered for probate; was not the victim of a killing and was never adjudleated
Incompetent:
Decendent at death owned property wllh eSllmated values as foltows:
(If domiciled In Po.) All personal property
(If not domiciled In Po.) Personal properly in Pennsylvania
(If not domiciled In Po.) Personal properly In County
Value of real estate in Pennsylvania
situated as follows: \ C
1 2 interest in 1 E. Seventh ve.
York, PA
WHEREFORE, petltlonerci) respectfully request(s) the pro bale of the last
presented herewith and the grunt of lellers tes tamen tarv
=
= $20,000.00
will and codlcll(s)
theron.
(lcstamentary; administration c,t,a.j administration d.b.n.c.l.a.)
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3608 Gre~Abbe~ Circle
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUMBERLAND
The petltloner(s) above. named swear(s) or affirm(s) that the stalements In the foregoing petition are
true and correct to Ihe best of the knowledge and beltef of petltloner(s) and that as personal represen-
latlve(s) of the above decedent pelitioner(s) will well and trul administer the state according to law.
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Sworn to ~r a.m~d'"' ~ . ~
before me thiS r day of
r~)' ~ 95 ~
1), "PI...-", a-A- )
MAR C. LEWIS ' Regu~r
1-1- c2 - if
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No. 21 - 95 - 501
Estate of
Ilarbarn A. H~ik~s
. Deceased
DECREE OF PROUA TE AND GRANT OF LETTERS
Called attorney on 7-6-95,
""""~''''''''''''''L<'f'_",,"'''',_''_'''.' '~'c_' -
AND NOW JUL Y 6, 19...2L, In consideration of the petition on
the reverse side hereof. satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dOled J u 1 V 21. 1992
described therein be admitted to probale and med of record as the last will of
Barbara A. Heikes
and Letters Testamentarv
areherebygrantedto Micha"J I.. II"ikp"
.Gt:tJ~.
R..IIlcrorwlII. MARY C. LEWIS 'O-(j
~. /i-..~....I
R. Brown, Esquire
# 27474
~'~d jM-vWL. F /a.d fl- 9'-~(. $' /4d. ~
A1TORNEY (Sup. CI. 1.0. No.)
4 E. Liberty Ave., Carlisle. PA 17013
ADDRESS
(717) 243-7922
PHONE
FEES
Probate, Letters, Etc. ......... $
Short Cerllncales( 5) . . . . . . . . .. $
Renunciation................ $
X-Pages
JcP
Patricia
115.00
15.00
6.0D
$
:>.uO
TOTAL _ $ 141 00
Filed ....... JjJ.~ Y. P... .1 ~~.& . . ...... . . ...
21 - 95 - 501
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ICt!it llUl cm~ QIegtctlttettt
OF
BARBARA A. HEIKES
BE IT REMEMBERED, that I, BARBARA A. HEIKES of 110 Wyncote
court, Mechanicsburg, cumberland county, pennsylvania, being of
sound mind, memory and understanding, do make, publish and declare
this as and for my Last will and Testament, hereby revoking and
making null and void any and all Wills and Testaments and writings
in the nature thereof by me at any time heretofore made.
ITEM 1: I direct that my hereinafter named Executor pay all
my just debts, my funeral expenses, and the expenses of the
administration of my estate. with this direction, I authorize and
empower my Executor to expend for my funeral expenses and interment
such amounts as he may consider necessary and proper, wi thout
regard to any limit that may be prescribed by a court of law.
ITEM 2: I direct my Executor to pay all inheritance, estate,
succession, and legacy taxes of whatsoever nature and kind, to
which my estate or the transfer of any property passing hereunder
or otherwise passing by reason of my demise, may be subject and to
charge such taxes against my residuary estate, it being my
intention that none of the aforesaid taxes, either federal or
state, on any property required to be included in my gross estate,
under the provisions of any state or federal law now in force or
hereafter enacted, shall be prorated among the persons interested
in my estate to whom such property is or may be transferred or to
whom any benefit accrues.
ITEM 3: All the rest, residue and remainder of my estate, of
whatsoever nature and wheresoever situate, whether it be real,
personal or mixed, including property over which I have a power of
appointment, I give, devise and bequeath in three equal shares to
my children N~CY E. DURNIN, of Carlisle, Pennsylvania, MICHAEL L.
HEIKES, of Camp Hill, Pennsylvania, and LUANNE M. HEIKES, of
Dillsburg, Pennsylvania.
ITEM 4: In the event that any of my children should
predecease or fail to survive me for a period of thirty (30) days
I direct that his or her share be paid and distributed per stirpes
to the then surviving issue of such child and in default of issue
then surviving shall be added equally to the shares of my other
children and issue of deceased children.
ITEM 5: I nominate, constitute and appoint my son MICHAEL L.
HEIKES as Executor of this my Last will and Testament. Should my
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son predecease me,
probate, I appoint
Executrix of this my
fail to qualify cease to act or renounce
my daughter NANCY E. DtJJUlIN as Alternate
Last Will and Testament.
ITEM 6: I direct that my hereinbefore named Executor shall
not be required to give bond for the faithful performance of his
duties in this or any jurisdiction.
~N WITNESS WHEREOF, I have hereunto set my hand and seal this
-;:> \ day of -1..\. , 1992.
,
~~ c /a
r l:Z. - .,..
'. BARA A. HEIKBS
The preceding instrument, consisting of this and one (1) other
typewritten page, was on the day and date thereof signed, sealed,
pUblished, and declared by the Testatrix herein named, as and for
her Last Will and Testament, in the presence of us, who, at her
request, in her presence and in the presence of each other, have
subscribed our names as witnesses hereto.
JtJ1Jb~A~
9~"" a ~~lrltA)
OF
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(J/tJl!A!;nh gOI ~
OF
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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COMMONWIAUH 0' ,rNN$TIYANIA
OlPAl M(NT Of lr"'(NUr
Dr".210bOl
HAUIUUlO.'A 17121.060'
o crorN' NAMIIL"'. .1,. AND MIODlllNI ('ll
HEIKES, BARBARA A.
'OCI"" lieu."" NUMtU
o...u 0' or",'H
176-26-0989
6/20/95
1".."II(.hl'.U.'fIy'NG..OVIU........1 1,"11.r'Ul "ND...DDII.N:1IaLl
n/a
~ 1. Original R,'urn
'T"
fOR OATIS Of DEATH AnlR 12/31/91 CHECK HERE
If A SPOUSAL
POVIRTY CREDIT IS CLAIMED 0
fill NUMBER
21-95-0501
o...u or tiltH
COUNTY CODE
0(10 N1' M'l 1...001 U
110 Wyncote Court
Mechanicsburg, PA
Co." Cumber land
,AMOUN' uellvlD InE INIUU(110NII
17055
YEM
NUM&!R
4/26/36
o 2. Suppl.m.ntal R.lurn
R.malnd.r R.lurn
(fa, dal.1 of d.ath prior 10 12.13.82)
federal Eual. Tax R'lurn R.quir.d
o ... L1mll.d E.lol. 0 Ao. Fulur. Int"." Compromh.
(re, de... e' d.e.h ef", 12.12.S21
[10 6. D.udtnl Di.d hslal. 0 7. D.ced.nl Molnloln.d 0 lIylng Trull
(AlIoch copy of WiIIJ IAttach copy 0' Trull)
AU,CORRESP.ONDENCEAND.CONFIDENTlAL, TAX. INFORMATION, SHOULq BE DIRECTED, TOi~f..1. ~;:~.trltiil:l.:l,t.D,t':';.~
NAME (OMPUI( MAiliNG ...OD'UI
Patricia R. Brown 4 East Liberty Avenue
Carlisle, PA 17013
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TOlol Number of 50f. D,posil Boa..
1. R.ol Eslal. ISch.dul. AJ
2. S.eck. end Send. ISch.dul. 8)
3. Cla..ly H.ld SlockJPonn.rlhip Int"'11 (Sch.dul. C)
A. Mortgag.s and Nol.. R."iyabl. (Sch,dul. OJ
5. Cash. Banlc D.posits & Mhullon,oul P.rlonol Prop.rty
(Sch.dul. EI
6. Jeln"y Own.d P,op.rly ISch.dul. F)
7. T.en.',,, (Sch.dul. G) (Sch.dul. I)
8. Tolal Gran An'lI (Iotallln.s 1.7)
9. Fun.ral Ea'p.n..s. Adminislrallv. COSIl. Mhc,lIan.ous
EJlpen..s (Schedul, HI
10. D.bu. Mor1gaglll ltobtlili.s, lI.n. ISch.dul. I)
11. Tolal D.ductlons (tolalltn.. 9 & 10)
12. N., Value of Eslol. (lIn. 8 minus lIn. 11)
13. Cha,ltabl. and Gov.rnm.nlal B.qu'lh 15ch.dul. J)
lA. N.t Valu. Sub ed 10 Tox (lIn. 12 minus lIn. 13)
15. Spousal Trani"" (ro, dol.. of d.olh oft.r 6.30.9.1) /
S.. Inllructions fa, Appllcabl. p.,,,nlog' on R.v.rs.
Sid.. (Indud. valu.. from Sch.dul. IC or Sch.dul. M.)
16. Amount of Lin. 1 A laaobl. 01 6% ral.
(Includ. valu.s from Sch.dul. K 0' Sch.dul. M.)
17. Amounl of lIn. 1A loaobl. 01 15% role
(Includ. volulI from Sch.dule K a, Sch.dul. M.I
18. Prlndpallox due (Add lax from lIn.. 15. 16 ond 17.)
19. Cr. dill Spousol Pov.rty Credil Prior Par..m.nls
+ 3,65u.00 +
20. If lIn. 19Js greol., Ihon L1n. 18, .nler the differ.nce on Un. 20. This Is Ih. OVERPAYMENT.
aD
21. If lIn. 18 Is gr.oter thon lIn. 19. .nler Ih. diK.r.nce on lIn. 21. Thl. Is th. TAX DUE.
A. Enter 111.lnl.r.., on the balonu due on lIn. 21A.
B. Enle, th. tolol of lin, 21 and 21A on lIn. 218. This Is th. BALANCE DUE.
Mo!.:. Chuk Payabl. lor R'Uhl., 0' Wills, Ag.nl
~~<;ii'I.:-":C:,'l'.. >-_ >;1 Bli SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH!':-<::.c:.':~\;~'1.~.;i~,.v!
Un d., p.nalli.s of perlury. I d.c1or. Ihal I hav. uamin.d Ihls r.lurn. including accompanying ach.dul.. and slol.m.n". and 10 ,h. b.sl of my knowl.dg, and b.li.f.
bit II Ir",.. Corr.d and compl.t.. I d.dar. that 011 r.ol ..tol. lias b..n "por1.d allru. marle.t 'Wolue. D.c1oralion 0' prepa,., olh., Ihan th. p.rlonal r.pr...nloll". Is
olld on 011 Information of which p"pare' has ony knowl,dg..
IIGN...1UlE o. PUION In'ONIIIU 'Ol HUNG lE1UlH AOO'UI
71,000.00
(1)
(2)
(3)
14) _ ___
(5)_27,415.65
22,450.00
(6)
171
(8)_~?:865.65
(9)
20,996.10
(10)
38,228.72
59,224.82
111)
(12)
(13)
(lAl
61,640.83
1151__ ."
(16) ~) 640..83
_X._II
x .06 t:I
3,698.45
(171
x .15 A
(1S)
3,698.45
Dhcounl
Inl".11
(19)
(20)
3,650.00
Check here if you orc requelling 0 refund of you, overpaymenl.
48.45
IIGN...TUll 0' ..('....ll 0111(l TH...N _(panIN1..."...1
~l,.? Jt.?~../
(21)
(2lA)
(21BI
c...n
ADOlln
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Act #48 of 1994 provIdes for the reduction of the lax rates Imposed on the net value of transfell to or for
the use of the spouse. The roles as prescribed by the statute will bll
e 3% (.03) will be appllcablo for ollat.. of decedonls dyIng on or after 7/1/94 and before 1/1/96
e 2% (.02) will be applicable for est at.. of decedents dyIng on or after 1/1/96 and belore 1/1/97
. 1 % (,011 will be applicable far estates of decedents dying on or after 1/1/97 and belore 1/1/98
. Spousollransllls oecurrlng on or after 1/1/98 will be exempt Irom Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (v) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedent moke 0 tronsler and:
a. reloln the uso or Income 01 the property tronslerred, .......................................................
b. reloln the right to deslgnote who sholl use the property tronslerred or lis Income, ...............
c. relaln a reversionary inleresl; or ......................,............................................................
d. receive the promise lor Iile 01 either poyments, benefits or core' .......................................
2. If deoth occurred on or belore December 12,,1982, did decedent withIn two yeon preceding
deolh transler property wllhout receIvIng odequote conslderotlon' II deoth occurred alter
December 12, 1982, did decedent transler property wllhln one yeor 01 death without receiving
adequate consideration' to.... .................................................. to... to....................... ...... ..,....
3. Old decedent own on 'In trust lor', bank occount 01 his or her deoth"'....................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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tOM~wl..."H Of 'INN"lV",NIA
.NHIIII...NCI 'A. InUIN
11I10INIOIClOI"'
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE 0'
fiLE NUMBER
HEIKES, BARBARA A.
21-95-0501
Jolnl 'tntntl.l.
---- .---------- ----.-----..
RELATIONSHIP TO DECEDENT
Brother
NAME
A. James A. Scott
ADDRESS
241 W. 9th Avenue
York, PA 17404
II.
c.
Joln')y-owntd p,oparty.
ITEM LmER DATE
'OR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBE' JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A 4/15/9 Real Estate & Home at 44,900.00 50% 22,450.00
116 East Seventh Avenue
N. York, PA 17404
(Life estate reserved
to Sarah R. Scott)
.
TOTAL IAI,a tnlt. on IIna 6, Racapitulallan) S 22,450.00
(If mati spac. is nttd.cJ ins.rt addirional ,he.Is 01 ,am. ,in)
.
. '.~,_.._--;-
l' ~e,"(.., Realtors
oe,v...e. ",c,el-
~v SL S"gel-.
717) 258.4666
1076 Harrisburg Pike, Carlisle, PA 17013
July 28, 1995
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Attorney Patricia R. Brown
Kayer & Brown, Attorneys at Law
4 E. Liberty Ave
Carlisle PA 17013
RE: 116 E. 7th St., York, PA
Dear Ms. Brown:
In response to your request for an opinion of value on the subject property, I
made a thorough study of the property and the surrounding area.
It is my opinion, based on recent sales of similar properties that the value should
be established at $44,900.00.
I am a licensed real estate broker, #AB-043112-A, licensed by the State of PA
and actively engaged in the real estate business in the central Pennsylvania area.
I have no financial interest present or conterrplated in this property.
Sincerely,
jllf..lI f/~'--
John R. DeRerrer
Broker-Partner
DeRemer & Spencer, Realtors
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COMMONWfAUH O. 'fNN5YLVANIA
INHUlfAHCl TAX UTU.N
IUIDI!HT DrCfDrNT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ESTATE Of
HEIKES, BARBARA A.
Ploa.o Print ar Typo
fiLE NUMBER
21-95-0501
ITEM
NUMBER
A.
B.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
DESCRIPTION
1.
""n.ral Expon...,
Cocklin Funeral Home, Dillsburg, PA 17019
I.
Admlnl.tratlv. CO'1I1
P.rsonal Ropr.,onlallv. Commlulanl ,
Sodal Socurlty Number of Porsonal Rop,.,onlallv.:
Yoar Cammllllanl paid
2.
Anornoy FOOl Patricia R. Brown, Esquire
3.
Family Exempllan
Claimant Luanne M. Heikes
R.lallan"'lp
Daughter
Addroll of Clalmanl at decedonl'. d.alh
51 I Add 110 I~yncote Court
re. reu
Mechan ics burg
PA
Zip Cod. 17055
City
SIal.
PrabaloF.ol Petition for Probate, Advertise with The
Sentinel, Short Certificat~s~ Death Certificates,
Estr.te Notice in Cumberland Law Journal
Mlscel aneou. Expen'.'1
Commissions paid on sale of Condo (See attached
D d T f T Settlement Sheet)
ee rans er ax
Buyer's Costs/Fees paid by Estate
Infestation Inspection (Paramount)
Sewer Quarterly Fees
Attorney Fees
Notary
Fees - mail & disburse
(Continued - See Attached for Nos. 9,10,11)
TOTAL (AIIO enlor an lino 9. Rocapitulatian)
(If mar. .pace I. needed, In..rt additional .....11 of lam. 01..)
AMQUNT
6,086.88
4,400.00
2,000.00
15.64
78.92
141.00
40.00
4,510.00
710.00
2,000.00
35.00
75.00
175.00
5.00
46.00
520,996.10
):
. U.o. [){rAAIMW' OFUOUfilllll.,..dUOlt"tlUEVElON.lWr Ol.to No. :SOl 026~
S(llltMl.:NT n'" .CMtNI 11I111'10
a....I"....
SECURElJ LAND
TRANSFERS, INC. U. IYI'E OFLOAN
3800 Morkol Slreet 1,llntA l.llfMHA 3-X I CONY. UNINS.
Comp Hili, PA 17011 411VA , I i CONV.I~~S
I. filE NVMDEn I ',lOAN Nul,lom,
Phono: 761-7744 100428 0508587499
.. Mon'.IUS. CASE NO.1
.
C. NOTE: Thl. 101m I"urnllhed 10 alv. ~. 11111l1n."1 ol.c1u.lullIerntnl COlli. Amounla fllld 10 and by III. ulIIM\anl aOanla,. shown. IIwn. malk.d
"{P.O c.)' wal. "lld Dul,ldalh, dOling; IIIIlY '" ,tlOWn h." 10f inlolmllllof1ld pUlpal.. And .,, not Indudad In Il1alolal,.
D. flAME NoO AOOnEaa OF DOMOW(R: E. NWE ANOAOOOE&S DF6ELlEn: F, NAME AlIO AOonE6S OFUtlOEn
Spiro O. KOlivras, Michael L. lIeikeo, Mellon Bank, N.A.
Bxecutor ot the Estate
of Barbara A. Ilsikeo 6400 Flank Drive
lIarrioburg PA 17112
o. rnor(nry LOCATION, ... 6EnLEMENr AOENTI 1.6Em.rMENTDAlE:
110 Wyncote Court Secured Land Transfers Inc. 03/07/96
Uppor Allen Townohip N.ACE OF 5ETlLEMENf:
CUMDERLAND County 3800 Market St. Camp II ill PA 17011
J. .U....ARy 01' .aRnOWln'. TRAH....CTIONI k. tUN"'..."y OP IlLLln" TAAHucnOHI
lno anon .....OUNT aUI ,nOM IOAROWIR 400 OROII....OUNT aUI TO IILLlR
101. ContllctU'" rule. '/lUUU . UU 'DIConlraclllr.. pricI .UU
tal, PI"on,1 p,op'rly tOI PII.onal PIOPlllly
lllJ. SIIIINntlnI tharg"llI bollDW" llirut 1"00) II.' '"
.., ...
.... ...
AdjU.lmenl.,Of II~. PAId by 1111., '" advAnCI .\d~Jllrn.nl' 101 Ulm. paid by "II" In advlnu
101 ClIy(IOMtYI " 'Mell,","",I.. "
100,Counlyl" 03 .. to' Counly lal , .b.01
.00A....tfMl'I.. .. tot ""'Umenta l~
,.......... ~"b" ... .ot .~ftool ~U.,I!lblo ~ rn:
ItD Z;eWerl:j., CnQoUJ/J~ l".b 'II tieWerl~., 'q en 0
It,. IIUUueo I ena ll.u 4II.1I0J.;ueOI ena OJ/J~
'"~ '"
110.011011 ..MOUNT aUI "ROM IORROW.,. 74558.67 '10 DROll A"OUNT aUI TO IILLU 7142\.30
roo AMOUNTS PAID.Y OR IN "HAlII 01' IOnllOWIR ~ JOG REDUCTION a IN AMOUNT QUI TO "Lun
I'lll. Dopo,ll or '.rn'll man.V ~l Exc... dllpo.il (SI!I.In.llUcllot1.,
Ill'. Pllnclpel amoonl 01 new Ioanel) "', S,"I.menl '''"glIS 10 ull., (Iin. 1400) " .16
Ill) Exllllng Ioane" lak." ,ob/ecllo 'OJ bIlling 1oan(.II.ken .obl.cllo
... '04 r'roll 01 FIlii MOllglg. Lo."
Blue Doll Notional Bank 29417.12
.... '0' rayoll of Second MOllglg. Lo.n
tGI (51 to (HJ 08 nQ (DOtS ... IS) to I 091n ODe, .00
.." ..,.
m ...
lOt ...
Adlo.lmenl"ot lIem. unp.ld bV IIlIlIt Adju.lmtlll, lot Ulm, un"eld bV IIIl.t
tlD.ClIynowtlIn " 110 Cllynowtllu "
111.Countf'n " IIt,COUlll)'t.x ..
tl'.An,umenl, ., .ttAUtUIMnl, ..
tl)'cI_l .. 'U'c~l "
." 'It.
,,, III
.11 '"
,U. II'.
.11 ."
... ....
tI, TOTAL PAID IYl10n BORROW.,. 71850.00 '10 TOTAL AEDUCTlON AM aUNT DUEIILLlA 37148.28
)01 CAllt AT IETTLIMIHT "ADM OATO IIORROWIR lOa CASH AT InTUMINT TO OR 'ROM IILLIA
)ftl, 01011 arnounl do. horn bOllOW.t (Iin. 1201 =.b' 11I10'011 amount do. 10 ull.t ('In. 420) '~
Ja,. L... amounl ptld by/to' bottow.t (11n. 220) " .UU IDll.1I ftducllon amounl do. 1111., (l1n. 520) J'I, .
"'" CASIIIDO FROM) II pO, BORROWER 2708.67 ."OASlltOO TOIIl I FROM)BELLE~ . 34273.02
Durer Of DoI1~" Slgn.lUf'
St..,..&l"""IL".
llva., "r"""~
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".Ul...."...j
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C()IoUoIO"'WIIoUM 01 ""''''''1'110'''110
1","IIIIIo"'CI '.....lfu.'"
II'IDIN'DIUD'''''
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE L1ABLITIES AND LIENS
HEIKES, BARBARA A.
_~_Ie~~~ Print or !y'pe
fiLE NUMBER
21-95-0501
ESTATE Of
ITEM
NUMBER DESCRIPTION
1. Mortgage payments for 4 months (236.02 x 4)
(Paid by L.E. Heikes for B.A. Heikes - Feb-May 1995
2. BlueBall National Bank - Mortgage payments June
through February 1996 @ 236.02 each
3. Bell Atlantic (phone)
4. Sammons TV
5. Clamm Anes thetics
6. Condominium Association dues for July 95-Jan. 96)
7. Balance of Mortgage on 110 Wyncote Ct, Mechanicsbur
Paid to BlueBall National Bank - Acct # 50-145-15
8. Real Estate Taxes (Mechanicsburg School District)
Fiscal Year July 1995 through June 1996
9. Capital Health System (Medical Expense)
10. Doctor's bill
11. Sewer - Upper Allen Township
(6a.75/Quarter - Paid July 95, Oct. 95 and Jan. 96)
12. PP&L (July 95 through Feb. 96)
13. United Water (PA)
14. Waste Management of PA (garbage)
15. Faircloth Plumbing & Heating
(new hot water heater at 110 Wyncote Ct.)
16. Hall light replacement at 110 Wyncote Ct.
17. Bathroom vanity at 110 Wyncote Ct.
18. Carpet cleaning at 110 Wyncote Ct.
19. Harrisburg Hospital (medical bill)
TOTAL (Allo enl., on lint 10, Recopllulation)
(If mo,. 'pact i, nttcJ.cI, in.." acJclilional,h.,', 01 .am. .i,..)
AMOUNT
944.08
2,124.18
39.20
19.55
30.00
140.00
29,417.12
,
760.45
338.97
2,837.50
206.25
577 .46
126.25
76.29
304.00
10.59
125.79
116.00
35.04
538,228.72
..,... .....
--~
mast l'i11 ano <IJ:C$tantcttt
OF
BARBARA A. HEIKES
BE IT REMEMBERED, that I, BARBARA A. HEIKES of 110 wyncote
court, Mechanicsburg, cumberland county, pennsylvania, being of
sound mind, memory and understanding, do make, publish and declare
this as and for my Last Will and Testament, hereby revoking and
making null and void any and all wills and Testaments and writings
in the nature thereof by me at any time heretofore made.
ITEM 1: I direct that my hereinafter named Executor pay all
my just debts, my funeral expenses, and the expenses of the
administration of my estate. With this direction, I authorize and
empower my Executor to expend for my funeral expenses and interment
such amounts as he may consider necessary and proper, without
regard to any limit that may be prescribed by a court of law.
ITEM 2: I direct my Executor to pay all inheritance, estate,
succession, and legacy taxes of whatsoever nature and kind, to
which my estate or the transfer of any property passing hereunder
or otherwise passing by reason of my demise, may be subject and to
charge such taxes against my residuary estate, it being my
intention that none of the aforesaid taxes, either federal or
state, on any property required to be included in my gross estate,
under the provisions of any state or federal law now in force or
hereafter enacted, shall be prorated among the persons interested
in my estate to whom such property is or may be transferred or to
whom any benefit accrues.
ITEM 3: All the rest, residue and remainder of my estate, of
whatsoever nature and wheresoever situate, whether it be real,
personal or mixed, including property over which I have a power of
appointment, I give, devise and bequeath in three equal shares to
my children NANCY E. DURNIN, of carlisle, Pennsylvania, MICHAEL L.
HEIKES, of Camp Hill, Pennsylvania, and LUANNE M. HEIKES, of
oillsburg, pennsylvania.
ITEM 4: In the event that any of my children should
predecease or fail to survive me for a period of thirty (30) days
I direct that his or her share be paid and distributed per stirpes
to the then surviving issue of such child and in default of issue
then surviving shall be added equally to the shares of my other
children and issue of deceased children.
ITEM 5: I nominate, constitute and appoint my son MICHAEL L.
HEIKES as Executor of this my Last will and Testament. Should my
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent I
Date of Deathl
Barbara A. Heikes
6/20/95
Will No. 21-95-0501
Admin. No.
To the Registerl
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court ~ules was served on. or mailed to
the (ollowing beneficiaries of the above-captioned esta.te on
July 20, 1995 I .'
!i!!!!!.
Address
Nancy E. Durnin, 6 Ridge Avenue, Carlisle, PA 17013
Michael L. Heikes, 101 West Main Street, Norfolk, VA 23510-1655
Luanne M. Heikes, 110 Wyncote Court, Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except n/a
Datel 7/18/95
~'R~
Signature
Name Patricia R. Brown
Address 4 East Liberty Avenue
Carlisle, PA 17013
Telephone0171 243-7922
Capacity:
Personal Representative
Counsel for personal
representative
x
..._.... _......... .....__ 0-
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~D!A'~~j~~Jb~~~ri;}{oi'" ~OMMONWEALTH OF PENNSYLVANIA
'"., ",:",' ',"" "" ,:,:!"', ' , 'DIPARTMINTOPRIVINUI;, , ,
~~:;'i;:;~~~{:!,1.i:~ ~ OFFICIAL RECEIPT- PENNSYLVANIA INHERITANCE AND ESTATE TAX .'
ACN
ASSESSMENT
CONTROL
NUMBER
, , ~
_____ _ ____ __ --J'__*_ _ _ _ ___ _ -- ---- - - _. -_.:-
RECEIVED FROMI
a
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m
AMOUNT
BROWN PATRICIA R
4 E. LIBERTY AVENUE
lul
.;:"CJ;)u.uu
'-J
CARLISLE, PA 17013
\
I
'OtDHUI
, ESTATE INFORMATIOl'li
~ FILE NUMBER
li1 el-199!5-0!501
~ NAME OF DECEDENT
... EI ES
II DATE OF PAYMENT
m POSTMARK OA E
COUNTY
\
SSN 176-e6-09B9
IFIRST) (MI)
CUMBERLAND
OATE OF DEATH
REGISTER OF WILLS
m TOTAL AMOUNT PAID .3.6150.00
CW
RECEIVED BY ~}(a.~~ ()-,':'I'",~ 12~.v
m.NituIi",P , .
A {; /j/J'..?'./,
MARY C. L IS AO
REGISTER ,OF WILLS ,'1,rt-
REMARKS
MICHAEL L HEIKES
SEAL
CHECK" 13
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RECEIVED FROM.
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ED
AMOUNT
"
BROWN PATRICIA R
4 E. LIBERTY AVENUE
101
.48.4:3
CARLI 8LE , PA
17013
IOlOHU'
ESTATE INFORMATION,
~ I M R
U el-1995-0501
m NAME Of DECEDENT (LAST)
~ HEIKES BARBARA A
II DATE Of PAYMENT
II POSCMARK DATE
COUNTY
S8N 176-e6-0989
(fiRST) (Mil
CUMBERLAND
DA E Of DEAl'H
REMARKS
m TOTAL AMOUNT PAID
-48.45
DO
PATRICIA R 8ROWN
0"/1 (
RECEIVED BY f.lij(",,1 '- '
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SEAL
CHECK" leoo
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS /;' /,-"
, I
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vi RI!V-1547 EX AFP 112-95*
COM"ONWEAlTH Of PENNSVLVANIA .
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL I'XES
DEPT. llOU I
HARRISBURG, PA 11lre-0601
/S_I/J-S"
~ ,.-""
ACN 101
NOTICE OF INNERITANCE TAM
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
o
DATE OF DEATH 06-20-95
DATE 07-08-96
FILE ND.
COUNTY
CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT TNE UPPER PORTION OF THIS FORH WITH YOUR TAM
PAVHENT TO THE REOISTER OF WILLS. HAME CHECK PAVABLE TO "REOISTER OF WILLS, AOENT"
REMIT PAYMENT TO:
PATRICIA R BROWN
4 E LI BERTY AVE
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
Allount RalllU.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiEY:iscjj-ix-Aiij'--ii'2:9ST"NCifici--cipuiNHiiiii'i,ifcE-YAinippjiiiisEHEN'f,uALi:ciwANCE-iili-m-mmuu--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HEIKES BARBARA A FILE NO. 21 95-0501 ACN 101 DATE 07-08-96
TAM RETURN WAS I I X) ACCEPTED AS FILED
RESERVATION CDNCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Eat.t. (Schedul. A) n>>
2. stock. and Bond. (Sch.dule B) (2)
5. Clo..ly Hald stock/Partnarshlp Intar..t (Sch.dul. C) (3)
4. Horta.a../Not.. Receivable (Schedul. OJ (4)
5. C..h/Dank CapoIUa/Hila. Pa,.lonal p,.op.,.t~ (Sch.dul. E) (5)
6. Jointly OMnad Property (Schedule fJ (6)
7. Transfa,.a (Schedul. OJ (7)
8. Tot.l A...t.
APPROVED DEDUCTIONS AND EXEMPTIDNS:
9. Fun.r.l Exp.n.../Ad". Coat./Hi.c. Exp.n... (Sch.dul. H) (9)
10. Dabt./Hortg.g. Uabiliti../Li.n. (Schedule U (l0)
11. Total Deduction.
12. Hat Value of Tax R.turn
15. Charit.bl./Gov.rn.ental Beque.t. (Sch.dule J)
14. N.t Value of E.t.t. Subject to rax
I ) CHANGED
71 ,000.00
.00
.00
.00
27.415.65
22,450.00
.00
IBI
120.865.65
20,996.10
38.228.72
1111
1121
USI
U41
~q ."4 R:?
61,640.83
.00
61,640.83
NOTE:
14, 15 and/or 16, 17 and 18 will
returns assessed tD date.
I~ an assessment was issuad previously, lines
reflect figures that include the total D~ Abh
ASSESSMENT OF TAX:
lS. Anount of Lin. 14 .t Spou.al
16. Anount of Lin. 14 t.xabl. at
17. Anount of Lin. 14 t.xabl. at
18. Principal Tax Du.
r.t.
Linaal/Cl... A r.t.
Coll.t.ral/Cla.. Drat.
1151
1161
1171
TAX CREDITS:
PAVHENT
DATE
09-21-95
03-20-96
RECEIPT
HUHBER
AA082168
AA1l2643
DISCOUNT Itl
INTEREST 1-)
.00
.00
.00 )(.0011
61.640.83 M .06.
.00 M .15.
UB)
.00
3,698.45
.00
3.698.45
AHDUNT PAID
3,650.00
48.45
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TDTAL DUE
3,698.45
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN '1, NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.l
~ 1:-,:(
'0 r. .'IX
!ll co
'.-;:: d: ,~
.- .J
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'"' ,:a ';"1
<) ,ll ~ E
We: C,)8
e: ()
RESERVATlG.h Estat.. of d.ced....t. dying on or before D.c....,. Il, 1912 .. If MV future Int.,.ut In tM ....t. h tnn".rr.d
In po.....lon or enJov...,. to el... a leolll'I,.ll) beneflclarl.. of t~ decadent .ft',. the ..plratlon of My ...at. for
U,. or far V""" thli Co.-onw..lth harRY IlIpr...lY r...r".. thl right to appraise MMt ...... t,.MIII,. !nblrlt.-ca T....
at the lew'ul Ct... . (oo11.h,.l1) rat. on Iny luch future Int.r..t.
_E.,
HOTlCE. To fuU111 the ,.qul,....,,\I of "ctlon 2140 of the Inheritance end [Itlll Tn Act, Act U of 1991. 7Z P.S.
Slctlon 214D.
PAYHENrl Delich the top portion 0' thh Hotlu end SuMlt with your plpent to the Rlgh'e,. of Wllb printed on thl ,.1'1'"'' ,Ida.
.-Hllke che _"- 01'" .ONIV order pavabl. to, REGISTER OF MILLS, AGENT
All pav'''''' recalved ,hill '1,.,. ba .pplled to anv Inta,.... which '.V ba dua wIth env ra..lndar appllad to t~ t.x.
REfUND CCR'l . nfund of a hx cr.dlt, whIch w.. not r.quutad on the T.x Raturn, "V ba nquutad bv c~latlna an "Appllutlon
for Rafund of pann.vlvanla Inharlt~c. and E.tata Ta." CREV-1S1S'. Application. ar. avallab1. .t tha Dfflca
of the R.gl.tar of Will., ~v of the ZS Rav.nu. DI.trlct Dfflc.., or bv c.lllno the .p.cl.l Z'-hour
an.warlng 'Irvlc. ~ar. for for.. ord.rlnOI In pann.vlvanla l-IOO-S6Z-Z0S0, out.ld. P.nnlvlvanla and
wIthin loc.1 H.rrl.bUrg .r.. (717) 717-1094, TOOl (717) 77Z-Z252 CH..rlno l~alrad Onlv).
OBJECTIONS. Anv p.rtv In Int.r..t not ..thflad with the .ppr......nt, aUowlnca or dl"UowWlCe of daductlon., or ........"t
of tax Clncludlng dl'count or Int.r..t) a' .hown on thl. Hotlca au.t objact within .Ixtv C601 day. of racalpt of
th" Hotlca bVl
--wrltt.n prot..t to tha PA n.part..nt of R.v.nua, Board of Appaal., napt. 211021, Harrl.burg, PA 171ZI-l021, OR
.-.lactlon to hava the .atta,. dat.raln.d It .Udlt of the .ccount of tha par.on.l rapra.antatlv., OR
--.pp..1 to the orphan.' Court.
AtlftlH
ISTRATlVE
CORRECTIONS I
DISCOUNTI
factu.l arror. dl.cov.rad on thl. ........nt .hould b. .ddr....d In wrltlna tal PA n.p.rt..nt of R.venu.,
Bur.au of Indlvldu.l T...., ATTNI Po.t A.......nt Ravl... Unit, D.pt. 280601, Harrl.burg, PA 11121-0601
Phona (717) 187-6505. ... p.oa S of tha booklat "In.tructlon. for Inherltanca T8x Raturn for. Auldant
Dacadant" eREV-1S01) for In .xplanatlon of .dalnlltrltlv.lv corractabl. .rrorl.
If any tax due h paid within thra. U} calandlr .onth. .ftar tha dlcadant'l daath, . flva parcent n:u discount of
tha taM paid II allowad.
PENAL TY.
Th. IS~ tax a~.tv non-participation pan.ltv 1. co.put.d on the total of the t.x and Int.r..t .......d, and not
p.ld b.for. Janu.ry 11, 1996, the flr.t day .U.r the .nd of the t8M aanutv p.rlod. Thh non-plrtlclp.Uon
pan.ltv I. appaal.bl. In the .... aannar .nd In the tha .... tl.. parlod .. you would .ppa.l the tlM and Int.ra.t
that h.1 b..n .......d .. Indlcat.d on thl. notlc..
INTERUT l
Intar..t II chllrg.d bealMlng with first d.v of d.Unqu.ncv, 0" nIne ct) ItOf1th. and on. C1 J d.V froe the d.t. of
daath, to the d.t. of p.,.."t. '.x.. whIch b.u.. d.llnqu.nt b.for. J.......rv 1, 1912 baa,. Int.rut .t the r.t. of
IIx (6;() parcent pa,. ~ c.lculatad .t . dalh' rlt. of .000164. All t.... which b.c... d.lInquent on and .ft.,.
"'MU.r)' I, 19ar will b..,. Intarut at. rat. which will v.rv fro. calend.r Yllr to c.l.nda,. Yllr with th.t rllta
~.d bV the PA n.p.rt.~t of R.v.nu.. The appllcabl. Int.r..t rat.. for 1912 through 1996 .r'l
'!!!! Inter..t R... D.llY Int...... Factor ~ Int.rut Rat. D.lly Int.r..t Factor
1912 ..X .0tlOSU 1987 OX .0002"
I9IS lOX .0004sa 1911-1991 11;( .000301
19" IIX .00nGl 1992 OX .000U1
1915 UX .000356 1995-1994 7X .000192
1916 lOX .000274 1995-1996 OX .000l"
"-Int.rut Is calcul.t.d "" followl1
INTEREST . BALANCE OF TAX UNPAID X KUNBER OF DAYS DELINQUENT X DAILY INTEREBT FACTOR
--Anv Natlc. I..uad aft... tha ta. baCDl.. d.llnquent wIll r.fl.ct an Int.r..t c.lcul.tlan to flft.an (IS) d.v.
blYond the dlt. of the .......ant. If pay.ant II ..de .ft.r the Int.r..t co~t.tlon d.t. Ihown on thl
Notlc., additional Int.r..t au.t ba calcul.t.d.
IN
ESTATE OF BARBARA A. HEIKES, DECEASED
KNOW ALL MEN BY THESE PRESENTS, that WHEREAS, BARBARA A. HEIKES, late of
liD Wyncote Court, Mechanicsburg, Upper Allen Township, Cumberland County, Pennsylvania,
deceased, died testate on Jnne 20, 1995, having first made her Last Will and Testament, which was duly
executed on July 21, 1992, wId is duly recorderl in Cumber]wld County, Pennsylvania, PA. No. 2195-
0501;
WHEREAS, the said BARBARA A. HEIKES, by the aforesaid Last Will and Testament, named
MICHAEL L. HEIKES, as Executor of said Last Will and Testwnent;
WHEREAS, letters testamentary on the estate of the said decedent were duly issued by the
Register of Wills, Cumberlwld County, Pennsylvania, to the said Executor, hereinafter called pecsonal
representative;
WHEREAS, the said pecsonal representative has gathered the assets of the estate of the said
decedent and the assets consist of both real property and pecsonal property, to a total value of
$120,865.65, as set forth in Exhibit A, which is a statement of account of the said pecsonal
representative, and which is nttached hereto and made a part hereof, and marked Exhibit A;
WHEREAS, the debts wId deductions, i"cluding the payment of inheritance tax in the said estate,
amount to $62,923.27, leaving a balance for distribution of $57,942.38, also as set forth in the statement
of the said personal representative, which is attached hereto and marked Exhibit A;
p~ ~ :1)
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Page I of 6 i5 .......
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WHEREAS, the balance for distribution as shown in the said statement marked Exhibit A has
been distributed as herein indicated in accordance with the tenns of the Last Will and Testament of the
said decedent;
NOW, THEREFORE, KNOW YE, that we, NANCY E. DURNIN, LUANNE M. HEIKES and
MICHAEL L. HEIKES, the heirs under the Last Will and Testament of the said decedent, and being
those persons entitled to inherit under said Last Will and Testament, do hr:eby each of us, acknowledge
that we have this day had and received from the aforesaid personal representative, in full satisfaction and
payment of all sum or SUIllS of money, legac!es, bequests, Wid devises as are given, devised and
bequeathed to each of us respectively by the suid Lust Will and Testament, the amounts due us under
said Last Will and Testament, which alllOUIllS we have received this day, und which amounts are in the
amount set opposite our respective names in the table and schedule of db1ributlon in said statement
attllched hereto and marked Exhibit A;
AND, each of us does hereby stipulate that in order to avoid the expense and time involved in
the filing of a fonnal account and schedule of distribution, we each agree that no account is necessary
and we do hereby agree thnt we do consent to distribution being llIade without the filing of an account
and schedule of distribution, the SlIme to be with the same force and effect as if they had been filed and
confinned by the Orphans' Coun Divisiou of the Coun of Common Pleas, Cumberland County.
THEREFORE, we and each of us, do hereby remise, release, quitclaim and forever discharge the
said personal representative, MICHAEL L. HEIKES, heirs, executors, aud administrators and assigns,
of and from the said estate and frolll all actions, suits, paymellls, accounts, reckonings, claims, and
Page 2 of 6
demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever,
touching upon the estate of the said decedent, and each of us do funher hereby covenant and agree that
should any liability come due to the estate of the said decedent after the signing of this agreement, we
and each of us do hereby covenant and agree with each other and the aforesaid personal representative,
that we will contribute pro-rata, our share of the estate to satisfy any and all claims, demands, suits, or
Ctluses of action which may be successfully prosecuted against the said estate or the aforesaid personal
representative after the signing, sealing and dt:livery of this family settlement agreement and final
release.
IN WITNESS WHEREOF, we have hereunto set our hands and seals this
I
day of
~
,1996.
Witness:
\.r:l_ '.
~J......
N'1~UR;~ [1~ (SEAL)
----J\\..C\..\^~ "- 41-1 .Qk (SEAL)
CdiiNNE M. HEIKES ......
~~ (SEAL)
MI~~
-~
~ .),....vlc.~~
Page 3 of 6
.
EXHIBIT "A"
STATEMENT OF ACCOUNT
OF
MICHAEL L. HEIKES. EXECUTOR
Assets:
1) Residence at 110 Wyncote Coun, Mechanicsburg, PA
(Sold on March 7, 1996)
$ 71,000.00
$ 11,665.23
$ 1,500.00
$ 8,744.14
$ 563.20
$ 3,763.38
$ 758.40
$ 421.30
$ 22,450.00
2) Severance Check
3) 1985 Mazda 323
4) Checking and Savings Accounts
5) US Savings Bond
6) Refunds Dividend and Rebate checks
7) Sale of personal Property
8) Reimbursement from Sale of Residence
9) 1/2 Interest in Real Estate at 116 E. 7th Ave.,
North York, PA, 17404
Debts:
TOTAL $ 120,865.65
(Assets)
$ 6,086.88
$ 6,675.56
$ 8,233.66
$ 3,698.45
1) Funeml Expenses
2) Administration Expenses
3) Miscellaneous Expenses
4) PA Inheritance Taxes
Page 5 of 6
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: Barbara A. Heikes
Date of Death: 6/20/95
Will No. 21-95-0501
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes X No . Filed Family Se~tleme~t
Final Release. 19l~J~b)
b. The separate Orphans' Court No. (if any) for
the personal representative's account iSI
and
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copiea of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
0",
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Signature
I"'l Eli'
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Patricia R. Brown. Eoauire
Name (Please type or print)
4 E. Libertv Avenue. Carlisle, PA 17013
Address
( 7q 243-7922
Tel. No.
Capacity:
Personal Representative
X Counsel for personal
representative
(MAH:rmf/AM3)