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Home My WebLink About04-0224REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA PETITION FOR GRANT OF LETTERS Estate of MARY E. HEISEY also known as J. WILMER HEISEY Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE "A" OR "B" BELOW:) ,.~ce~d_5 ~)l~i:.a~ecurity No. 179-26-3668 A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut O~ .. Decedent, dated 11/23/88 and codicil(s) dated named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minodtate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his/her last family or principal residence at MESSIAH VILLAGE, 100 MT. ALLEN DR.~ UPPER ALLEN TWP.~ MECHANICSBURG, PA (list street, number and municipality) Decedent, then 84 years of age, died FEBRUARY 19 ,2004 , at MESSIAH VILLAGE~ MECHANICSBURG, PA (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA) All personal property ......................................... $ (if not domiciled in PA) Personal property in Pennsylvania .................... $ (If not domiciled in PA) Personal property in County .............................. $ Value of real estate in Pennsylvania ........................................................................................ $ Total ..................................................................................................................... $ Real Estate situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence J. WILMER HEISEY 544 CHICAGO AVE., HARRISONBURG, VA 22802 RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of CUMBERLAND The Petitioner(s) above-named swear(s) and affirm(s) that 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 the Decedent, Petitioner(s) will well and truly administer the estate accordin~ /_~.~ J. ~ ~ Sworn to and affirmed and subscribed WiLMF_~, ~Ey ~ before me this 5TH day of MARCH, 2004. DECREE OF REGISTER Estate of MARY E. HEISEY also known as Deceased Social Security No: 179-26-3661~ Date of Death: AND NOW, ~'2~Z~..,, ~ ,~ ~'~"~' , in consideration of the Petition on the reverse side hereon~ satisfactory proof having been presented before me, IT IS DECREED that Letters I~'l~stamentary I~1 of Administration (c.ta., d.b.n.c.t.; pendente lite; durante absentia; durante minodtate) are hereby granted to (~ ~-~~~/~~ in the above estate and that the instrument(s), if any, dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... $ Short Certificate(s) ............... $ Renunciation .......................... $ Affidavit ( ) ....................... $ Extra Pages ( ) .............. $ Codicil ................................. $ JCP Fee ................................. $ Inventory & Tax Forms ............. $ Other ...................................... $ TOTAL ............................. $/.//~.. Z:) ~' RW-7A Attorney Attorney: GERALD J. BRINSER I.D. No: 09655 Address: 6 E. MAIN STREET, P.O. BOX 323 PALMYRA PA 17078 Telephone: (717)838-6348 DATE FILED: his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ~ //p? //~ , .... L/ocal Regist~-aar / / P 10084134 No. '~ Date 100 Mt. Allen Dr. ,,Mechanicsburg PA 17055 Paul W. Heisey J. Wilmer Heisey v wa? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ,. [~RY E I-~~°~'~ I I I ,,~,, o.~., ~. 84 '"l ; I i IZ/02/1919 I~nheim PA /'~m ~--~ ~ I~m ~8 ~ ~ ~ ' I". IIz ~ I I,.[~ever mrrl~ I,, .... Cumberland --~, ,,~ ,,%.~,~% Mechanicsburg Katie ~HessS~'"~ise¥ ' ~,. qq t.~lcago Ave. l-[arr±sonburg VA 22802 I~,-.~.~ ..... , ....i,~.~.~ Mt. Pleasant ~ [,,~t. Pleasant PA ~ ~X 217 Wo~bur ~ I / .... / LAST WILL AND TESTAMENT OF MARY E. HEISEY I, MARY E. HEISEY, presently of Mechanicsburg, Cumberland County, Commonwealth of Pennsylvania, being of sound mind and disposing memory, realizing the uncertainty of this life, but with confidence in God and trust in His Son, my Lord and Savior, Jesus Christ, who died for my sins upon the cross, and rose again to justify me and give me eternal life, do hereby make, publish and declare this to be my Last Will and Testament, revoking any and all previous Wills and Codicils, and hereby will and dispose of all the property which I own at my death in the following manner: I. As Executor of this my Will I name and nominate my brother, J. Wilmer Heisey, presently of Mount Joy, Pennsylvania; if he shall for any reason fail or be unable to serve as Executor, either before or during his service as Executor, then I name Ethel C. Bundy as Executrix; if she shall for any reason fail or be unable to serve as Executrix, either before or during her service as Executrix, then I name Katharine Dixon, presently of York, Pennsylvania as Executrix. II. I direct that my debts and the expenses of my last illness and funeral shall be'paid by my Executor as soon after my decease as may be convenient. I request that my funeral be conducted in a modest and simple manner, omitting flowers. III. I bequeath ten (10) percent of my net estate after the payment of debts, taxes and administration expenses to the General Conference of the Brethren in Christ Church Board for World Missions to be used for such purposes as the said board shall determine. IV. I bequeath to my nephews and nieces those items I have outlined to them in a separate document that I intend to keep with this my Will and that I incorporate herein by reference. V. I bequeath two (2) percent of my net Estate after the payment of debts, taxes and administration expenses unto the Cross Roads Brethren in Christ Church located near Mount Joy, Pennsylvania to be used for such purposes as the Church Board shall determine. VI. I bequeath two (2) percent of my net Estate after the payment of debts, taxes and administration expenses unto Messiah Home, Inc. t/a Messiah Village, Mechanicsburg, Pennsylvania to be used for such purposes as their Board shall determine. VII. I bequeath and devise all the rest, residue and remainder of my Estate, real and personal and mixed, including any property over which I may have any power of appointment in the following manner: A. Fifty percent of my net estate after the payment of debts, taxes and administration expenses unto my sister, Ethel C. Bundy, or if she predeceases me, then unto her issue, per stirpes; B. Fifty percent of my net estate after the payment of debts, taxes and administration expenses unto my brother, J. Wilmer Heisey, or if he predeceases me, then unto his issue, per stirpes. VIII. No principal or income payable or to become payable under this Will shall be subject to anticipation or assignment by any beneficiary thereof or to attachment by or to the interference or control of any creditor of any such beneficiary, or be taken or reached by any legal or equitable process in satisfaction of any debt or liability of such beneficiary prior to the actual receipt by the beneficiary. IX. My Executor shall pay out of the residue of my Estate as an expense of administration all estate taxes, inheritance taxes and other death taxes of any nature which may be imposed upon or with respect to the following: A. Any devise, legacy or appointment made in this Will; B. Any real or personal property which at my death I may own in any form of co-ownership; C. Any life insurance upon my life. In the absolute discretion of my Executor, he may pay such taxes immediately, or may postpone the time of payment of taxes on future or remainder interests until possession accrues to the beneficiaries. X. I give to my Executor the following powers, in addition to and not in limitation of common law and statutory powers and all such powers and discretions may be exercised by my Executor without application to any court: A. To retain any property, real or personal which my Executor may receive as Executor, even though such property (by reason of its character, amount, proportion to the total estate or otherwise) would not be considered appropriate for a fiduciary apart from this provision. B. To sell, exchange, give options upon, partition or otherwise dispose of any property which my Executor may hold from time to time, at public or private sale or otherwise, for cash or other 3 consideration or on credit, and upon such terms and such consideration as my Executor shall see fit, and to transfer and convey the same free of the estate. C. To invest and reinvest the estate from time to time in any property, real or personal, including securities of domestic and foreign corporations and investment trusts, bonds, preferred stocks, common stocks (whether fiduciary or non-fiduciary), mortgages, mortgage participations, even though such investment (by reason of its character, amount, proportions to the total estate, or otherwise) would not be considered appropriate for a fiduciary apart from this provision. D. To make loans, secured or unsecured, in such amounts, upon such terms, at such rates of interest, and to such persons, firms or corporations as my Executor shall think fit. E. In dividing into separate shares or in distributing the same, to divide or distribute in case, in kind or partly in cash and partly in kind, as my Executor thinks fit. For purposes of division or distribution, to value the estate and any part thereof, reasonably and in good faith, and such valuation shall be conclusive upon all parties. To whatever extent division or distribution is made in kind, my Executor shall, so far as my Executor finds practicable, allocate to the respective beneficiaries approximately proportionate amounts of each kind of security or other property in the estate. F. To use his discretion to elect the most propitious settlement option with regard to any qualified employee benefit plans available to me at my death so long as such election shall he in accordance with the Plan's Administrative Committee or Administrator as the case may he. G. To borrow money without liability on the Dart of the lenders to see to the application thereof, and to mortgage or pledge any real or personal property. XI. I direct that no bond or other security be required of my said Exec- utor or any alternate executor in any jurisdiction in which he may act. 4 XII. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of )Q~~ , 1988, to this My Last Will and Testament typewritten on seven (7) sheets of paper (including witness' signatures). MARY E. HEISEY On the ~3 ~ day of Nu,&~%~ , 1988, MARY E. HEISEY, Testator, declared unto us, the undersigned, that the foregoing instrument was her Last Will and Testament, and she requested us to act as witnesses to the same and to her signature thereon. She thereupon signed this Will in our presence, we all being present at the same time, and we now, on the same date, at her request and in her presence and in the presence of each other, hereunto subscribe our names as witnesses. And each of us declares that he believes this Testator to be of sound mind and memory. Address COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND : ss. I, MARY E. HEISEY, Testator, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed this instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. MARY E. HEISEY Sworn or affirmed to and acknowledged before me, by Mary E. Heisey, the Testator, this ~$~ . day of Notary Public (SEAL) My Commission Expires: , 1988. Noladal Seal Robert L. Fry, Notary Public Upper A~:en Twp., Cumberland County My Commission Exp{res Aug. 19, 1991 Merrb~r. Per~,~.%'l~'a~ia A~odaf'k~r~ ef Notaries COMMONWEALTH OF PENNSYLVANIA: SS. COUNTY OF CUMBERLAND : We, ~{-~¢, ~ V '-0. \<~ ~.~-~ and the witnesses whose names are signed to the 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 her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator was at that time eighteen (18) or more years of age, of sound mind, and under no constraint or undue influence. Address Witness Address' Sworn or affirmed to and subscribed to before me by ~,~,, ~ ;~c=~=~_ and this E l ~'~ day of My Commission Expires: , 1988. Robert L. Fry, Notary PubJic Upper Alien Twp., Cumberland Coun%, My Commission Expires Aug. 1 g, 1991 REGISTER OF WILLS ~;UMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: MARY E. HEISEY Date of Death: 2/19/04 Will No. 2004-00224 Admin. No. To the Register: I certify that notice of (beneficial interest),estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 3/9/04 · Name Address JOHN A. BRUBAKER, EXEC. DIRECTOR P.O. BOX 290 GEN. CONF. OF THE BIC BOARD FOR WRLD MISS. GRANTHAM CROSSROADS BRETHREN IN CHRIST CHURCH 800 DONEGAL SPRINGS ROAD DR. EMERSON LESHER MESSIAH VILLAGE JUDITH I. PENNER (daughter of Ethel C. Bundy, deceased) PA 17027-0290 MOUNT JOY P.O. BOX 2015 MECHANICSBURG PA 17552 PA 17055 28021 TUPELO RIDGE ROAD VALENCIA CA 91354 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: J. WILMER HEISEY, EXECUTOR Date: 3/9/04 Capacity: Signature Name: GERALD J. BRINSER. ESQUIRE Address: 6 E. MAIN STREET, P.O. BOX 323 PALMYRA PA Telephone(717) 838- 6348 Personal Representative X Counsel for Personal Representative 17078 MARY E. HEISEY Continuation of Certification of Notice Under Rule 5.6(a) Page 1 2/19/04 Names and addresses Name ALAN W. BUNDY (son of Ethel C. Bund¥, deceased) KATHARINE A. DIXON (dau.clhter of Ethel C. Bund¥, deceased) BRUCE N. BUNDY (son of Ethel C. Bundy, deceased) Address 117 S. BARBARA STREET MOUNT JOY 208 MELINDA DRIVE YORK APARTADO 156.190 28080 MADRID SPAIN PA PA 17552 17404 GERALD J. BRINSER KEITH D. WAGNER JOHN M. ZIMMERMAN LAW OFFICES BRINSER, WAGNER & ZIMMERMAN 6 EAST MAIN STREET - SECOND FLOOR (EAST MAIN & SOUTH RAILROAD STREETS) P. O. BOX 323 PALMYRA, PA 17078 PHONE: (717) 838-6348 FAX: (717) 838-6912 May 14, 2004 MECHANICSBURG OFFICE MESSIAH VILLAGE 100 MT. ALLEN DRIVE MECHANICSBURG, PA 17055 PHONE/FAX (717) 795-1737 Mary C. Lewis, Register of Wills Cumberland County Court House S. Hanover Street Carlisle, PA 17013 In Re: Dear Ms. Lewis: Mary E. Heisey Estate File No. 21-04-0224 Enclosed you will find a check in the amount of $10,450.00 in payment of a deposit towards the Pennsylvania inheritance tax due on the above-captioned estate. If you have any questions, please feel free to give me a call. Thank you. GJB/wlc Enclosures Very truly yours, BRINSER, WAGNER & ZIMMERMAN Gerald J. Brinser c: file COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003938 BRINSER GERALD J 6 E MAIN STREET, 2ND FLOOR P O BOX 323 PALMYRA, PA 17078 ........ fold ESTATE INFORMATION: SSN: 179-26-3668 FILE NUMBER: 2104-0224 DECEDENT NAME: HEISEY MARY E DATE OF PAYMENT: 05/17/2004 POSTMARK DATE: 05/1 4/2004 COUNTY: CUMBERLAND DATE OF DEATH: 02/19/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $10,450.00 TOTAL AMOUNT PAID' 0,450.00 REMARKS: SEAL CHECK#05 INITIALS: JA RECEIVED BY' GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BRINSER, WAGNER & ZIMMERMAN Law Office 6 E. Main Street, 2"d Floor P.O. Box 323 Palmyra, PA 17078-0323 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE S HANOVER ST CARLISLE PA 17013 GERALD J. BRINSER KEITH D. WAGNER JOHN M. ZIMMERMAN LAW OFFICES BRINSER, WAGNER & ZIMMERMAN 6 EAST MAIN STREET - SECOND FLOOR (EAST MAIN & SOUTH RAILROAD STREETS) P. O. BOX 323 PALMYRA, PA 17078 PHONE: (717) 838-6348 FAX: (717) 838-6912 November 11, 2004 MECHANICSBURG OFFICE MESSIAH VILLAGE 100 MT. ALLEN DRIVE MECHANICSBURG, PA 17055 PHONE/FAX (717) 795-1737 Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17013-3387 In Re: Mary E. Heisey Estate File No. 21-04-224 Dear Register of Wills: Enclosed you will find two copies of the Inheritance Tax Retum and an Inventory for the above-captioned estate. Also enclosed are three checks: #09 in the amount of $ 586.06 in payment of the balance of tax due; #10 in the amount of $165.00 in payment of the additional cost of letters; and #11 in the amount of $25.00 in payment of the filing fee for both the Tax Return and the Inventory. If you have any questions, please feel free to give me a call. Thank you. GJB/wlc Enclosures Very truly yours, BRINSER, WAGNER & ZIMMERMAN Gerald J. Brinser c: file COMMONWEALTH OF PENNSYLVANIA O~PARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128 0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004629 fold BRINSER GERALD J 6 E MAIN STREET,2ND FLOOR P O BOX 323 PALMYRA, PA 17078 ESTATE INFORMATION: SSN: FILE NUMBER: 2104-0224 DECEDENT NAME: HEISEY MARY E DATE OF PAYMENT: 11/15/2004 POSTMARK DATE: 11/15/2004 COUNTY: CUMBERLAND DATE OF DEATH: 02/19/2004 179-26-3668 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $586.O6 REMARKS: TOTAL AMOUNT PAID: $586.06 SEAL CHECK# 09 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIA HEISEY~ MARY E. DATE OF DEATH (MM-DD-Year) UJ UJ UJ wo~ 02/19/2004 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT i DATE OF BIRTH (MM-DD-Year) 07/02/1919 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) FILE NUMBER 2 1 -0 4 0 2 2 4 c'-~, c"~'~- '-~"~'~'--- NUM~, SOCIAL SECURITY NUMBER 1 7 9-2 6-3 6 6 8 THIS RETURN MUST BE FILED IN ~JPLICATE WITH THE REGISTER OF WILLS N/A [] 1. Original Return ~-]4. Limited Estate J-~16, Decedent Died Testate (N~a~h copy Of ~11) SOCIALSECURITYNUMBER -"]2. Supplemental Retum "-] 4a. Future Interest Compromise (d~ Of dea~ a'ter 12.12.82) [~]7. Decedent Maintained a Living Trust (A~ech copy Of Trust) ~J5. Federal Estate Tax Return Required 0__ 8. Totel Number of Sefe Deposit Bexes [] 9. L~gaUon Proceeds Received [] 10. Spousal Poverty Credit (date of dealh ~ 12o31-91 and 1-1-95) [] 11. Election to tax under Sec. 9113(A) (A~ach Sch O) ~ ALL CORRESPONDENCE Al" ) ~ TAX INFORMATION SHOULD BE DIRECTED TO' "~'"= COMPLETE MAILING ADDRES~ - ' GERALD J. BRINSER FIRM NAME (If Applicable) BRINSERi WAGNER & ZIMMERMAN TELEPHONE NUMBER (717)838-6348 1. Real Estate (Schedule A) (1)., 2. Stecks and Bonds (Schedule B) (2) 3. Cleesly Held Corporation, PartherShib or Sole-Proprietorship (3) 4. Modgages & Notes Receivable (Schedule D) (4) , 5. Cash, Bank Deposits & Miscellaneous Personal Property {5), {Schedule E) 6. Jointly Oaned Property (Schedule F) (6) ] Separate Billing Requested 7. later-Vivos Trensters & Miscelleneous Non-Probate Propofi7 (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Cesta (Schedule H) (9). 10. Debts of Decedent, Morlgage Liabililtes, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. N~t Value of Estate (Line 8 minus Line 11) 13. Chariteble and Governmental Bequests/Sec 9113 Trasts for which an election to tax has not been made (Schedule J) 6 E. MAIN STREET P.O. BOX 323 PALMYRA PA 17078 ~.5 ~. ~ OFI~JC~ U~ONLY 122 244.76 -.~ (8) (11) 122r244.76 12,297.00 10,153.9d 22,450.94 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (12) , (13) 15. Amount of Line 14 taxable at the spousal tax rate, or tmnstera under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. (14) 99,793.82 131971.14 85,822.68 0.00 X 0.00 (15) 0.00 X .045 (16} 42,911.34 x .12 (17) 42,911.34 X .16 (18). 0.00 0.00 (19} ~ 5,149.3R 6,436.70 11 586.06 D~ce_;!ql!,t'~ Com"lete ~dress: §T.E~T^OORESS MESsiAH VILLAGE 100 MT. ALLEN DRIVE, P.O. BOX 2015 ~ C~TY MECHAN CSBURG I STATE PA I ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Pdor Payments C. Discount 10.450.00 550.00 Total Credits ( A + B + C ) (2) 3, Interest/Penalty if applicable D. interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 5, If Line 1 + Line 3 is greater than Une 2, enter the difference, This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) (SB) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT pLEAsE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... [] [] b. retain the fight to designate who shall use the property transferred or its income; ........................................ [] [] c, retain a reversionary interest; or ...................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ............................................................. [] [] 2. if death occurred after December 12, 1982, did decedeof transfer propertY within one year of death without receiving adequate consideration? ............................................................................................... [] [] 3. Did decedent own an 'in trust for" or payable upon death bank account or security at his or her death? ................. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or ofher non-probete propertY which contains a beneficiary designation? ....................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QU;-~TIONS IS YES, YOU MUST COMPLETE SCHEDULE G ANB FILE IT AS PART OF THE RETURN, 11 ~586.06 11,000.00 0.00 586.06 586.06 Under penalties of perjury, I declare that I have examined ~is mthm, includi~] .accompanyi.ng,~c~dules and~ st ate ?.n~:.,a..n.d~ .to the best of my knowledge and betief, it is tnJe, ce'rect and complete, SIGNATURE OP"~ON RESPONSIBLE FOR FILING RETURN DATE ADDRES'~/~44 CHICAGO AVENUE / - HARRISONBURG ' VA 22802 SIGNATURE OF PR A R OTHE THAN R NTATIVE ~ ADDRESS J6 E. MAIN ST~EL~, P.O. BOX 323 PALMYRA PA 17078 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a)(1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemet a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty~ce years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedect's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-150S EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF HEISEY. MARY E. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMI~ER 21 04 Include the proceeds of litigation and the date the proceeds were received by the estate. All properly Jointly-owned with right of survivomhip must be disclosed on Schedule F. 02~4 ITEM NUMBER 2. 3. 4. 5. 6. 7. DESCRIPTION UNION NATIONAL COMMUNITY BANK - CHECKING ACCOUNT #298131 (INCLUDES ACCRUED INTEREST OF $1.06) BRETHREN IN CHRIST FOUNDATION - TAP ACCOUNT #1580 (INCLUDES ACCRUED INTEREST OF $90.94) BRETHREN IN CHRIST FOUNDATION - CERTIFICATE OF DEPOSIT #11805 (INCLUDES ACCRUED INTEREST OF $78.25) lNG RELIASTAR - ANNUITY #SFUA005889 lNG RELIASTAR - ANNUITY #SFUA000606 BLUE CROSS REFUND PHARMERICA - REFUND VALUE AT DATE OF DEATH 14,752.28 25,489.74 15,621.72 6,521.84 58,995.85 558.94 304.39 TOTAL (Also enteron Fine 5, Recapitulation) $ 122,244.76 (If more space is needed, insert additional sheets of the same size) REV*1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER HEISEY. MARYE ITEM NUMBER 2. 3. 8. 9. 10. 11. Debts of decedent must b~ reported on Schedule [. DESCRIPTION 21 04 0224 FUNERAL EXPENSES: S. GERALD WEAVER FUNERAL HOME MESSIAH VILLAGE - FUNERAL MEAL HAROLD KEENER MEMORIALS - MARKER/HEADSTONE ADMINISTRATIVE COSTS: Pemonal Representative's Commissions Name of Personal RepmsentatJve (s) Social Secudty Number(s)/EIN Number of Pemonal Repmsentatise(s) Street Address City State Yeer(s) Commission Paid: AttomeyFses BRINSER, WAGNER &ZIMMERMAN Family Exemption: (If desedenfs address is not the same as claiman['s, attach exp!anation) Claimant Zip Street Address C~ Relationship of Claimant to Decedent State Zip , PmpateFees REGISTER OF WILLS Tax Return Preparer's Fees REGISTER OF WILLS - ADDITIONAL COST OF LETTERS REGISTER OF WILLS - ADDITIONAL SHORT CERTIFICATES VITAL RECORDS - DEATH CERTIFICATES REGISTER OF WILLS - TAX RETURN FILING FEE REGISTER OF WILLS - INVENTORY FILING FEE AMOUNT 4,297.00 450.00 1,426.00 5,800.00 110.00 165.00 6.00 18.00 15.00 10.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert add~eeal sheets of the same size) 12,297.00 R,EV-1512 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF HEISEY. MARY E. ITEM NUMBER 1. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIESt & LIENS FILE NUMBER 04 Include unreimbursed medical expenses, DESCRIPTION 0224 MESSIAH VILLAGE INTERNISTS OF CENTRAL PA OUTSTANDING CHECK(S) AT TIME OF DEATH (6,235.36 & 15.44) PREAUTHORIZED ACH WITHDRAWAL AFTER DEATH VALUE AT DATE OF DEATH 3,614.00 100.00 6,250.80 189.14 TOTAL (Also enter on tine 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 10,153.94 UnionNational C~MMUNITY BANK Last statement: February 03, 2004 This statement: March 03, 2004 Total days in statement period: 29 I,,I,1,,I,I1,,I,I1,,,,,I,1,,I,1,,I,II1,,,,I,,I,1,,I,1,,111,,,i HARY E HE[SEY g 3 W[LNER HE[SEY 544 CHZCAGO AVE HARR[SONBURG VA 22802.2204 Page 1 of 2 0000298131 (3) Directinquiriesto: 717 492-2222 Union National Community Bank PO Box 0567 Mount Joy PA 17552-0567 ***A CHECK CARD THAT GIVES YOU FREE MONEY? ASK US TODAY. VISIT WWW. UNCB, COM FOR MORE INFORMATION.*** ***EFFECTIVE 2/1/04, AN ESCHEAT PROCESSING FEE OF $75 WILl BE ASSESSED TO ANY ESCHEATED ACCOUNT. * * * _ Interest Checking Account number Enclosures Low balance Average balance Avg collected balance interest paid year to date CHECKS Number Date 3171 0000298131 3 88,311.28 811,294.05 811,087.00 85.06 DEBITS Date LBLUECROSSINS. PREM 040220 179263668 Beginning balance Total additions Total subtractions Ending balance Number 3172 88,751.22 6,710.76 6,439.94 8 9,022.04 CREDITS Data Descrl~ion ~sit 03-03 ' Preauthodzed Credit us TREASURY 303 SOC SEC 040303 179263668A SSA 03-03 ' Interest Credit Additions 6,000.00 709.00 1.76 MARY E HEISEY March 03, 2004 Page 2 of 2 0000298131 DAILY BALANCES Date Amount 02-O:~ 8,751.22 {::::::) ~ ~'-~0~- 10 -- 14,751.22..~ INTEREST INFORMATION Annual percentage yield earned Interest-bearing days Average balance for APY Interest earned Date Amount Date Amount 02-20 14,562.08 03-03 9,022.04 02-23 8,311.28 0.20% 29 $11,087.16 $1.76 Thank you for l~enking with Union National Community Bank COMMONWEALTH OF PENNSYLVAN~ INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER HEISEY. NUMBER L 1. II. MARY E. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions and transfers under Sec. 9116 (a) (1.2 JUDITH I. PENNER (daughter of Ethel Bundy, dec'd) 28021 TUPELO RIDGE DR., VALENCIA, CA 91354 ALAN W. BUNDY (son of Ethel Bundy, dec'd) 117 S. BARBARA STREET, MOUNT JOY, PA 17552 KATHARINE A. DIXON (daughter of Ethel Bundy, dec'd) 208 MELINDA DRIVE, YORK, PA 17404 BRUCE N. BUNDY (son of Ethel Bundy, dec'd) APARTADO 156.190, 28080, MADRID, SPAIN J. WILMER HEISEY 544 CHICAGO AVENUE, HARRISONBURG, VA 22802 21 04 0224 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE NIECE NEPHEW NIECE NEPHEW BROTHER 1/4 OF 1/2 OF 86% RESIDUE 1/4 OF 1/2 OF 86% RESIDUE 1/4 OF 1/2 OF 86% RESIDUE 1/4 OF 1/2 OF 86% RESIDUE 1/2 OF 86% RESIDUE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS GENERAL CONFERENCE OF THE BRETHREN IN CHRIST BOARD (10%) FOR WORLD MISSIONS, P.O. BOX 290, GRANTHAM, PA 17027 CROSS ROADS BRETHREN IN CHRIST CHURCH (2%) 800 DONEGAL SPRINGS ROAD, MOUNT JOY, PA 17552 MESSIAH VILLAGE (2%) P.O.B OX 2015, MECHANICSBURG, PA 17055 TOTAL OF PART l! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 9,979.38 1,995.88 1,995.88 $ 13~971.14 (If more space is needed, insert additional sheets of the same size) LAST ¥ILL AND TESTAMENT OF MARY E. HEISEY I, MARY E. REISEY, presently of Mechanicsburg, Cumberland County, Commonwealth of Pennsylvania, being of sound mind and disposing memory, realizing the uncertainty of this life, but with confidence in God and trust in His Son, my Lord and Savior, Jesus Christ, who died for my sins upon the cross, and rose again to justify me and give me eternal life, do hereby make, publish and declare this to be my Last Will and Testament, revoking any and all previous Wills and Codicils, and hereby will and dispose of all the property which I own at my death in the following manner: I. As Executor of this my Will I name and nominate my brother, J. Wilmer Heisey, presently of Mount Joy, Pennsylvania; if he shall for any reason fail or be unable to serve as Executor, either before or during his service as Executor, then I name Ethel C. Bundy as Executrix; if she shall for any reason fail or be unable to serve as Executrix, either before or during her service as Executrix, then I name Katharine Dixon, presently of York, Pennsylvania as Executrix. II. I direct that my debts and the expenses of my last illness and funeral shall be'paid by my Executor as soon after my decease as may be convenient. I request that my funeral be conducted in a modest and simple manner, omitting flowers. III. I bequeath ten (10) percent of my net estate after the payment of debts, taxes and administration expenses to the General Conference of the Brethren in Christ Church Board for World Nissions to be used for such purposes as the said board shall determine. IV. ! bequeath to my nephews and nieces those items I have outlined to them in a separate document that I intend to keep with this my Will and that I incorporate herein by reference. V. I bequeath two (2) percent of my net Estate after the payment of debts, taxes and administration expenses unto the Cross Roads Brethren in Christ Church located near Mount Joy, Pennsylvania to be used for such purposes as the Church Board shall determine. VI. I bequeath two {2) percent of my net Estate after the payment of debts, taxes and administration expenses unto Messiah Rome, Inc. t/a Messiah Village, Mechanicsburg, Pennsylvania to be used for such purposes as their Board shall determine. VII. I bequeath and devise all the rest, residue and remainder of my Estate, real and personal and mixed, including any property over which I may have any power of ~ppointment in the following manner: A. Fifty percent of my net estate after the payment of debts, taxes and administration expenses unto my sister, Ethel C. Bundy, or if she predeceases me, then unto her issue, per stirpes; B. Fifty percent of my net estate after the payment of debts, taxes and administration expenses unto my brother, J. Wilmer Heisey, or if he predeceases me, then unto his issue, per stirpes. VIII. No principal or income payable or to become payable under this ~ill shall be subject to anticipation or assignment by any beneficiary thereof or to attachment by or to the interference or control of any creditor of any such beneficiary, or be taken or reached by any legal or equitable process in satisfaction of any debt or liability of such beneficiary prior to the actual receipt by the beneficiary. IX. My Executor shall pay out of the residue of my Estate as an expense of administration all estate taxes, inheritance taxes and other death taxes of any nature which may be imposed upon or with respect to the following: A. Any devise, legacy or appointment made in this Will; B. Any real or personal property which at my death I may own in any form of co-ownership; C. Any life insurance upon my life. In the absolute discretion of my Executor, he may pay such taxes immediately, or may postpone the time of payment of taxes on future or remainder interests until possession accrues to the beneficiaries. X. I give to my Executor the following powers, in addition to and not in limitation of common law and statutory powers and all such powers and discretions may be exercised by my Executor without application to any court: A. To retain any property, real or personal which my Executor may receive as Executor, even though such property (by reason of its character, amount, proportion to the total estate or otherwise) would not be considered appropriate for a fiduciary apart from this provision. B. To sell, exchange, give options upon, partition or otherwise dispose of any property which my Executor may hold from time to time, at public or private sale or otherwise, for cash or other consideration or on credit, and upon such terms and such consideration as my Executor shall see fit, and to transfer and convey the same free of the estate. c. To invest and reinvest the estate from time to time in any property, real or personal, including securities of domestic and foreign corporations and investment trusts, Bonds, preferred stocks, common stocks (whether fiduciary or non-fiduciary), mortgages, mortgage participations, even though such investment (By reason of its character, amount, proportions to the total estate, or otherwise) would not be considered appropriate for a fiduciary apart from this provision. D. To make loans, secured or unsecured, in such amounts, upon such ter2s, at such rates of interest, and to such persons, firms or corporations as my Executor shall think fit. E. In dividing into separate shares or in distributing the same, to divide or distribute in case, in kind or partly in cash and partly in kind, as my Executor thinks fit. For purposes of division or distribution, to value the estate and any part thereof, reasonably and in good faith, and such valuation shall be conclusive upon all parties. ?o whatever extent division or distribution is made in kind, my Executor shall, so far as my Executor finds practicable, allocate to the respective beneficiaries approximately proportionate amounts of each kind of security or other property in the estate. F. To use his discretion to elect the most propitious settlement option with regard to any qualified employee benefit plans available to me at my death so long as such election shall be in accordance with the Plan's Administrative Committee or Administrator as the case may Be. G. To borrow money without liability on the part of the lenders to see to the application thereof, and to mortgage or pledge any real or personal property. XI. I direct that no bond or other security be required of my said Exec- utor or any alternate executor in any jurisdiction in which he may act. ~N W~TNE$$ ~/HEREOF, day XII. I have hereunto set my hand and seal this , 1988, to this My Last Will and Testament typewritten on seven (7) sheets of paper (including witness' signatures). ' / d ~ARY E. HE~SEY On the 23 .~ day of ~o~t~ , 1988, MARY E. HEISE¥, Testator, declared unto us, the undersigned, that the foregoing instrument was her Last Will and Testament, and she requested us to act as witnesses to the same and to her signature thereon. She thereupon signed this Will in our presence, we all being present at the same time, and we now, on the same date, at her request and in her presence and in the presence of each other, hereunto subscribe our names as witnesses. And each of us declares that he Believes this Testator to be of sound mind and memory. Address Wi~tness Address ~ t COMHONWEALTM OF PENNSYLYANIA: COUNTY OF CUEBERLAND : ss. I, MARY E. MEISEY, Testator, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed this instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. MARY E. HEISEY Sworn or affirmed to and acknowledged before me, by this ~ $'~ Mary E. Heisey, the Testator, day of ~/t~.~..~_z~ Notary Public (SEAL) My Commission Expires: , 1988. Nol,~ia/Seal Robed L Fry. Notgry Pubr, tc Upper/4~en Tv,~p., Cumbelar~d County My Commission Expires Aug. 1% 199'1 COMMONWEALTH OF PENNSYhYANIA: SS. COUNTY OF CUMBERLAND : the witnesses whose names are signed to the 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 her Last Will and Testament: that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator was at that time eighteen (18) or more years of age, of sound mind, influence. Address and under no constraint or undue Witness Sworn or affirmed to and subscribed to before me by ~,.,, ~ }~'s-e~.-~. and day of ¥'~_i.~ , 1988. My Commission Expires: this ~ ~.5 Notary Public (SEAL) Robed L FO'. No~.y Public Up, er/4ien Twp., Cumbe~laM Courdy · My Commission E~res Aug. 19. 1991 Me~':bo~. Per,,..~il./n cia /~.~.%~,af~n of Nofari~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIV~m~AJ!~~ INHERITANCE TAX DIVts1.QH. . PO BOX Z8D6Dl L~_, <:i HARRISBURG PA 17128-060.1' ' NOTICE OF INHERITANCE TAX APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE OF OEOUCTIONS AND ASSESS"ENT DF TAX 2"oe J'II 01 1'\:,"", 8: 18 til a j.H~ L'+ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-25-2005 HEISEY 02-19-2004 21 04-0224 CUMBERLAND 101 CLC!'K J .d-, ORCLI:,,"Q I I ,,'..,ll,' GERALOCtJ: ;~IllSER BRINSER ETAL PO BOX 323 PALMYRA PA 17078 '* ItEV-15~1 EX AfP 112-D4) MARY E Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ... RE." :rAi,"f.iic..Ai!p..Ciil.:6!"NiiTYcE.i:i~.lNHEf{Ti'AN.CE.""Alt.A.pIlRA.i'sEiflil'f:..ALti:iWANCE.O'R.............. ..- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HEISEY MARY E FILE NO. 21 04-0224 ACN 101 DATE 01-25-2005 TAX RETURN WAS: I X) ACCEPTED AS FILEO ) CHANGED I~ an assessment was issued previously, lines 14, 15 and,or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rate (IS) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Due TAX C DITS: PA' ..~.u .., ~OUNT PAlO OATE NU"BER INTEREST/PEN PAlO (-) 05-14-2004 CD003938 550,00 10,450,00 11-15-2004 CD004629 ,00 586,06 TOTAL TAX CREDIT 11 ,586,06 BALANCE OF TAX DUE ,00 INTEREST AND PEN. .00 TOTAL DUE .00 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. stocks and Bonds (Schadule BJ 3. Closely Held stock/Partnership Interest (Schedule CJ 4. Mortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule FJ 7. Transfers (Schedule Gl 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 122,244.76 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule HJ 10. Debts/Hortgage LiQbi1ities/Llens (Schedule IJ 11. Total Deductions 12. N.t Value of Tax Return 13. Charitabl./Gov.r~ental Bequests; Non-elected 9113 Trusts (Schedule JJ 14. Net Value of Estate Subject to Tax (9) llO) 12,297.00 10.153.94 (11) 112) 113) 114) NOTE: .00 .00 42,911.34 42,911.34 X 00 = X 045 = X 12 = X 15 = . IF PAID AFTER DATE INOICATED, SEE REVERSE FOR CALCULATION OF AOOITIONAL INTEREST. 119)= NOTE: To insure proper credit to your account~ sub.it the upper portion of this form with your tax paYl\ent. 122,244.76 27.40;0 94 99,793.82 13,971.14 85,822.68 .00 .00 5,149.36 6,436.70 11,586.06 IF TOTAL OUE IS LESS THAN $1, NO PAY"ENT IS REQUIREO. IF TOTAL DUE IS REFLECTEO AS A "CREOIT" ICR), YOU "AY BE OUE A REFUNO. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~ Q-.<J STATUS REPORT UNDER RULE 6.12 Name of Decedent: MARY E. HEISEY Date of Death: 2/19/2004 Will No. 21-04-224 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. account with the Court? Did the personal representative file a final Yes No X b . The separate Orphans' Court No. (if any) for the personal representative's account is: c . Did the personal representative state an * account informally to the parties in interest? Yes X No d . Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. \f ~L fL tf4-Uv<,~ -tJYl ~oD5 .:JntM?<-L -r~oJ , . Date: 1/19/2006 ):ktaU q, ~*-<1W stgt;ature GERALD J. BRINSER Name (Please type or print) 6 E. MAIN STREET, P.O. BOX 323 PALMYRA PA 7078 Address ( 717 ) 838- 6348 Tel. No. Capacity: Personal Representative X Counsel for personal representative r: ~t Cumberland County - Register Of Wills One Courthouse Square Carlislel PA 17013 Phone: (717) 240-6345 Date: 1/13/2006 BRINSER GERALD J 6 E MAIN ST 2ND FL PO BOX 323 PALMYRA I PA 17078 RE: Estate of HEISEY MARY E File Number: 2004-00224 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS I COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 2/19/2006 Your prompt attention to this matter will be appreciated. Thank You. SincerelYI ~~J~ /; GLENDA FARNER STRASBAOGH REGISTER OF WILLS cc: File Personal Representative(s) JUdge