HomeMy WebLinkAbout10-03-11PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate of IRENE E • HEISEY File Number ~I ~ I ~ ~ ~ ~~~I
also known as
Deceased Social Security Number 4 7 3- 2 8- 3 4 2 3
fl FNN p. HEISEY
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' OR 'B' BELOW.)
A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the ~ E C U T 0 R named in the
last Will of the Decedent dated 3 / 2 3 / 2 0 0 0 and codicil(s) dated
J• IRVIN HEISEY-DIED 11/22/2003; JOANN HEISEY-DIED 10/21/2002
(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 born or adopted after execution of the instrument(s) offered
for probate, was not the victim of a killing, was never adjudicated incapacitated, and was not a party to a pending divorce proceeding at the time
of death wherein grounds for divorce had been established as provided in 23 PA C.S. section 3323 (g):
B. Grant of Letters of Administration
(If applicable, enter: c.t.a.; d. b. n. c.t.a.; pendente life; durante absentia; durante minoritate)
Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: (If
.~ ~__:.-:_......: _._ ..... ,... ,! h .,. ,. ~ ,. ,...s,... ,l..r„ „!'id/,7l :., Q.,..r:.,.~ d ..l.n.~o nLat rmm~lofn lice of tioirc) .~
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his /her last principal residence at M E S S I A H
VIALLAGE, 100 MOUNT ALLENMECHANICSBURG PA 17055 UPPER ALLEN TOWNSHIP
(List street address, town city, township, county, state, zip code)
Decedent, then 91 years of age, died on8/26/2011 at 100 MOUNT ALLEN DRIVE
M~t-ueNTrcRJRG UPPER ALLEN TOWNSHIP PA 17055
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ 240, 815.29
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania $
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
' '-~ ~
i ~ ~ GLENN P• HEISEY 5113 INVERNESS DRIVE
M HAN R P 7
Page 1 of 2
Form RW-02 rev. 10.13.06
(COMPLETE INALL CASES:) Attach additional sheets iJ necessary. c~-
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
The Petitioner(s) above-named swear(s) or 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 according to law.
Sworn to or affirmed and subscribed
before me the ~ day of
te+~fi~4~r r~ ~C(I
Signature of Personal Representative
~? -" ~-~
O ~--- -,-~ ,-,
Signature of Personal Representative -_j ~ ~ C"d
ri.
For t~ ~tegister Signature of Personal Representative ~ --, ~--~
J ~~
_; r
Z'' ~ ~.~ r~-~
~ i -1 / - l e ~"I ~~:~ -~,
File Number:
Estate of TRENE E • HEISEY ,Deceased
Social Security Number: 4 7 3- 2 8- 3 4 2 3 Date of Death: 8/ 2 6/ 2 011
AND NOW, ~ ~°~ -~~~~-'~~'~~ , 2011 , in consideration of the foregoing Petition, satisfactory proof
having been presented before me, IT IS DECREED that Letters T E S T A M E N T A R Y
are hereby granted to r, i F N N P. H E I S Y
in the above estate
and that the instrument(s) dated MARCH 2 3, 2 0 0 0
described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent.
FEES
Letters .............................
Short Certificate(s)
Renunciation(s)
c, ~~
~~ ~ ....
TOTAL .....................
~~~
. ~~~ Register of ~l~ ~~ Y~ ~ ~ !d 1~z .~~1 , ~~
$ ~
$ ° ~ Attorney Signature: ~ {--~''C- -~-~'-~-
$ ~
$ ~ ~~-
$ ~ S ~~~
.... $
.... $
.... $
.... $
.... $
.... $ _
.... $ 373 ~ ~_
/~~ ~'~
Attorney Name: SUSAN H• C O N F A I R
Supreme Court I.D. No.: 70241
Address: 2331 MARKET STREET
CAMP HILL
PA 17011
Telephone: 717-763-1383
Form RW-02 rev. 10.13.06 Page 2 of 2
OCAL REGISTRAR'S CERTIFICATION OF QEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certi`~icate. S6.OU
P 17~~51~6
Certificatio^ dumber
This is to certii~y ;hat the inliTrm~ztum here t_i~~en i~
correctly' copied k.~um an ori;=final Certifictue oCDeatl
duly filed ~~~ith ; )e a5 L.iycal Ke~rist~~ar. The o)-i~~ina
certificate ~~~i;l '~~-e ti~r~~-~(rde~l {~ tine State Pita
Records Officr~ l~.rr 1>i^rn~<u~cnt tiling
r'Y
~ /t
•p /
U
011
__ - --
Loeal Registrar -._ _
-
_
llat4~ Issued
_ ~?
~ ~a rn ;
~rT't i -
_
_:-~ _.-
i`~.~~ 7 _
~`:4
~ Cq"j !-r^I
HI06-743 REV I1/2006
TYPE/PRINT IN
PERMANENT
BLACK INK
yl
COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS D r j~ ~"~
'"Y1
CERTIFICATE OF DEATH G`
(See instructions and examples on reversal
I. Name of Decetlem (FHSI. le, lass ' ~ / / ' 2. Sex 3. $oClal $ecwty Number V ~, ~ ~ ` ~" • V • 4. Dale of Death IMOnIh, dab year)
~~ ~i c~ ~ ~~3 Z~ -3~
Z3
~- 2~ - i
6 Aga (last Binhtlay) Under 1 year Undel I day 6. Dale of Binh j Ih, tlay, year) 7. gielhplaee (City am dale or foreign count ) ga. Plate a Beath jCheck only one)
/~ > wren Dan revs N.,,ua GJ / / HosplWl: Omer,
`~ / Yrs. ~ -Z / ~ Z U ~o/~/ ~ ~ /.~ ^ In Iien1 ,~/
Pa ^ ER I Oapatienl ^ DOA Idl Nursing Nane ^ Residence ^Olher- SpeciN.
an. Counly of Death &. City, BoroQlyp-~I Death Btl, teak Nama II ml imlitulbn,
N 1 gNe Nreel am number) 9. Was Decedanl a Hlspenic Ori in'+ No
g ^ Yes 10. Race:Amercan lnaan, Black. White
ek
/ p i ~
U ~c L fin/ LJ/ ~~ ~}LLC~/ ,
.
01 yes, speciry cuoan, 1~,;M r '
me SS ~ ctt V t 11 Ma.kan, Poem Rkan, ek) (.lJ i /~
1 t. Decedent's Usual Occ ion Kintl of wok done dunn moll a i Nle. Do Ild stale refired 12. Was Decedent ever in me 13. Oecetlen' Iron (SpeciN Dory highest grade congleled) 14. Madlal gaWS'. Married, Never Married. I6. Surviving Spouse QI wile, give maiden name)
~ KiM a Work NiM a Buspleu I Industry U.S. Armed Forces? Widowed, Divomstl (SpeaM
Elementary I SecolMary (U12) Cdlege (1-1 or 6+1
' ' i / ~ vas ^No z ~ /7 G
!/ LJ
16. D ht's Mailing Address IStree city I lawn, slate, zp cotlel Decetlenl's atl Decetlenl
/
ioo ~o~,~-~~~,~.~"~ D Actual Residence t7a. gale Live M a 77t. Yea. Decedent Livetl in T
® U PC/! ~~J~,J wp
c r3 ~ c
sB
~ G
~fl i s ~ ,
TgwnMi?
176. Counly ' (J / ~ p na. ^ No, Dateam wee wdmn
~
.
-
Actual ~n~ a
City / Bono
Ig. F is Name ( first. middle, last, sugis) p
~:/ ~ BJc Aid-.~ 19. Momer's ame (Full, middle 'den surname)
_.~
20a. Inlarmanfs rya (Typo I Print)
•
'
/
c 20b. Inlormen' '
ug Adtlresa (greet city / kwn, slat , iip code)
L
.
~
i.5 ~ 3 /n//~ mss ~' ~cs dc~ G ~
~
21a. Dispositikn ~t iemef ^ Danaf 21 b. Data
d
D
isposnron
(M
O
nm, day, year) 21c. Place of Disposition (Nama o1 cemele7, lary or Mher place)
2td. lim (Li
N ~o
wn
, Nale. zip code)
~
ly
^ Iher Bu' I I ^ Renwval Irom gel W%es Cremation Daretlon Autlpdxed~Ves ^ No U ZT I /
~
~
7
_
Metlkd r/Cmorer?
F
22
l
' /
~
~
/
'
i
~ ~J! G~ C r~C V / L-G UL
~
8. gla
u o
~ ra rvke l
(or as Set
-
, 22h. license mbN
- 13388 22c. N eM ress d F ~ ~ ~ ~
~ ~ G ~i~ `~~ O ~ a~O
V
14ms 23a< amy when w ' ' g
physclan ¢ Ild eva9abk al Ipre al death to 23e. To Ue best al kmWetlge, tleam otturted al the lime, dale and place staled. (SIgnalure ti1N) 236. Lknse Number 23c le Sgned IMonm, tla .year)
ceniN cause a seem.
Items 24~2fi must be tgmplel611 by person
who pronotelces death 24. Titre of DeNh ,
!`
C 26. Dale Prmwxlcetl Dead (MOnm, day, year) 2fi. Waa Caae Remrred Io Medical Esemirler / Cormrer for a Reason Omer Irian Crematkm or Donation?
. ~
. = U M' g jp~ r ~ I ^ Ves ~ No
CAUSE OF DEATH (See Inatruetlona end asamplee) I Appreaimale Interval'.
item 27. Pan I: Enter the Main d evmle - deeases. Hqunes, or coniplicaliore -Hut drectly reused ma deem. DO N0T mbr taminel events such ea nrdiec anent Onset to Oeam
i Pan II: Emm doer 5 T °"I_ ~I~` r 1'OyU^ 1" O~n_j;,
WI rpl tesalirg'm th uMarrying rase given In Pan I. 2g. Ud Tabatto Use CanlnMe to Oealh?
^ Yes ^ Prabebty
resp
ratory arrest, a venlncWer 1ib91afkn wNwuf showing gie Nidogy. UN Dory aria else on each line.
IMMEDLITE CAUSE IFUW dieease or
~'flo ^ Unkliown
carNilbn resulting in alh)
a
~y/(Q`t/~~,~( i/~(
YL~6
S Cp-
f~
'k/
~ 29. 11 Female:
~'
.
-~
- o/Ia/u
~
~1
l Seasc
-
Due b ( cawRwrKe orf: !
Seq fiat lest cala6aa, H alry, ~ /-/ ~ ~r /~~(~/ {'V7 ~ S ~ / $
kabn~m~a laletlmlir9 a. °~ ~fP ~ .~ ~
Rbdaminti.P AIs~H~. ^ Nd Dregnanl wilhn pass year
^ Pregrma al Hme a Beam
Emer me UNDERLYING CAUSE Due to (or as a consepuence op~.
^ Na pregnant, but pregnant witl4n /2 days
(daeaae w injury met HNlidletl Vm t
evens resuNng in death) LASL r'YICfi//C~,$yJ al deem
Due to (or es a mnseguerlra oR: ^ NW pregnant, bM pregnant 43 day5lo 1 year
a.
e~ s ~ onl
haltre doom
^ Unknown A pregmnl wnhh Hre pall Year
30a. Was an Awapsy
Penomled? 30h. Were ANOpry Fintings
Available Pmr to CompkHon 31 Manner a Deam
--
~ 32a. Dale a Iryury IMmlh, tlay, yea0 32b. Describe Haw Iryury 0¢urred 32c. Face d Inryry'. Home, Palm, greet Factory,
of Cause of Deam? ,
,
KJ natural ^ HamkMa OHke Bukk
rig, ek. (SpetlM
^ Yes '~NO ^ Ves [y]~No ^ Acatlenf ^ PNidng InvesHgafim 32d. iime of Injury 32e. Inryry of Woh? 321. II Trensporlalion Inlury (spetiM 32g. Laca(wn of m'ryry (great, rily l sown, sMfe)
^ Suicide ^ Coed Nd ce DNemwletl M ^ Yes ^ No ^ Driver / Operetm ^ Passenger ^Pedeslnen
Olher~SpeciM
33a. Cendier IMack only anal . Sipna
lu
re and Tiga of CeniAer
• CMllykg physician (Physician camNing cause a deem wMn aralher physkian has pragwKad deem end tortpleletl Item 23)
N ~
(
,, ~~ n~r //.. /~-/r
~~~
'
-
To the Deal
my knowledge. tlesN Occurred due to the ~~se(s)end mennxnsukd.________________________________ W4.~e/(/t
/
d G
• Pronouncing end mrtitying physkkn (Physiaan bdh pronounang deem aIM nrtirying k cause a Oeaml
To Hte brit of my knowledge, dssM oaurred N the time, date, vtd lNece, arM due to 1M cause(s) end manrtm es atated_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ^ 33c. License Number
D~as
~~s
~
330. DNa Sgreo IManm, day, year)
. MbkNEaamin.r/Coranw
On tlw Weis a auminetion end / or Invesggatbn
in my opinion
death oaurred at rye time
dNa
and
lece
and dw to Itw uusgsj and m
n
l
t
d
^ s
i a~ -z~ ao~/
,
,
,
,
p
,
a
ner as e
a
e
- 31. Name am Address
Of Pers
on
W
ho Ca
m
plated Cause a D
e
ath (Ite m 27) Type /Prim
36 Registrar's Sgnalure aM Irkl Number ) 36. Data Filetl (Month, day, year) \
/
~
~
/
~
j
~r
~ {~~/Tyl ] ' ~ ~ !~ ~ ~~,5'~
vi^ l )G J-0
r /~I a
7U
r~
Dsposition Permit No. L~ ~ G ~ I C, ~'
t--~
~
LAST WILL AND TESTAMENT `~ -~~
t:! ; ~, ,
,..
_7
-~i ~ ~
~ _
~' P ~'-~'~ C~
IRENE E. HEISEY Y
a 'T
c,
I, IRENE E. HEISEY, of the Township of Manor, County of
Lancaster and Commonwealth of Pennsylvania, do make, publish and
declare this as and for _m..lr Last Will ar_d Testament, hereby
expressly revoking all wills and codicils made by me heretofore,
and dispose of my estate as follows:
ITEM l: I direct the payment of my legally enforceable
debts and funeral expenses, including a suitable and proper grave
marker, as soon as conveniently can be done following my decease.
ITEM 2: I direct that all State and Federal Transfer
Inheritance Tax, Estate Tax, Succession Tax or any other tax,
including any interest, assessments or penalties thereon, that may
become due and payable by virtue of my death, or by virtue of the
passing of any property either under my Last Will and Testament,
or in any other manner, shall be paid by my ?state, just as if
such taxes were my debts, and no beneficiary shall be required to
pay or refund any part thereof. This shall not, however, include
taxes for assets to be administered in any foreign country. Taxes
on future interests may be prepaid.
ITEM 3: The articles of household use in the home of my
husband, J. IRVIN HEISEY, and myself are owned by the two of us as
tenants by the entirety, and I therefore make no disposition of
the same because upon my death, he will be the sole owner thereof
by operation of law, if he survives me. Should my husband, J.
IRVIN HEISEY, fail to survive me, then I give and bequeath so much
of such articles of household use in our home unto my surviving
children as they may determine, subject to me specifically
bequeathing any such items to my children or any other
beneficiaries in accordance with the Memorandum, if any, attached
to this Will. If such property cannot be selected hereunder by
agreement of the parties involved, my Executors hereinafter named,
in my Executors' sole judgment, shall divide the same among those
involved; any property remaining undivided and undistributed
pursuant hereto, shall pass into the residue of my estate.
ITEM 4: My tangible personal property (excluding money,
securities and the like) and my motor vehicles, together with all
insurance relating thereto, I give and bequeath unto my husband,
J. IRVIN HEISEY, if he survives me by thirty (30) days. Should my
husband, J. IRVIN HEISEY, fail to survive me by thirty (30) days,
then I give and bequeath all of my tangible personal property
(excluding money, securities and the like) and my motor vehicles,
together with all insurance relating thereto, unto my surviving
2
children as they may determine, subject to me specifically
bequeathing any such items to my children or any other
beneficiaries in accordance with the Memorandum, if any, attached
to this Will. If such property cannot be selected hereunder by
agreement of the parties involved, my Executors hereinafter named,
in my Executors' sole judgment, shall divide the same among those
involved; any property remaining undivided and undistributed
pursuant hereto, shall pass into the residue of my estate.
ITEM 5: All of the rest, residue and remainder of my estate
of whatsoever nature and wheresoever situate, I give, devise and
bequeath unto my husband, J. IRVIN HEISEY, if he survives me.
ITEM 6: Should my husband, J. IRVIN HEISEY, fail to survive
me, then and in that event, I give, devise and bequeath all of the
rest, residue and remainder of my estate of whatsoever nature and
wheresoever situate equally unto my children, JAMES RICHARD
HEISEY, MICHAEL DENIS HEISEY, JO ANN HEISEY, WILLIAM KEITH HEISEY
and GLENN PHILLIP HEISEY; provided however, that the sum of
Fifteen Thousand ($15,000.00) Dollars shall first be distributed
to each of my children with the exception of my daughter, JO ANN
HEISEY, and the sum of Twenty Thousand ($20,000.00) Dollars shall
be distributed to each of my children with the exception of my
son, JAMES RICHARD HEISEY, in order to equalize for gifts given to
my daughter, JO ANN HEISEY, and my son, JAMES RICHARD HEISEY,
3
during my lifetime. The share of any of my children deceased as
my death, with issue surviving, shall pass by representation to
such surviving issue. The share of any of my children deceased at
my death without issue surviving shall lapse in favor of those
surviving, and those not surviving who leave issue surviving, per
stirpes.
ITEM 7: Anything herein to the contrary notwithstanding, I
appoint my daughter, JO ANN HEISEY, and my son, GLEN PHILLIP
HEISEY, Co-Trustees to hold any assets passing to any grandchild
hereunder until he or she reaches the age of twenty-five (25)
years. My Co-Trustees may exercise the powers given by law and in
addition thereto and without any order of court and in the
discretion of the Co-Trustees, may use principal as well as income
from time to time for the health, maintenance, education and
support of such grandchild, may accumulate income not so used, may
sell real and personal property at public or private sale, may
retain assets in kind, and may invest and reinvest in any property
without restriction to legal investments. If, for any reason, a
guardian over the estate of a grandchild or grandchildren is
needed or required, my Co-Trustees shall be the guardians of the
estate of such grandchild or grandchildren, with the same rights,
powers, privileges, duties and responsibilities as I have given
them as Co-Trustees.
4
ITEM 8: No assignment or order by any beneficiary by way of
anticipation of any of the principal or income of the trusts
herein created shall be valid; but the income and principal shall
be paid directly to the beneficiaries entitled to receive it; and
the income and principal shall not be subject to attachment,
execution, levy, sequestration, hypothecation, garnishment or
other process while in the hands of the Co-Trustees.
ITEM 9: I appoint my husband, J. IRVIN HEISEY, to be the
sole Executor of this my Last Will and Testament. Should he be
unable or unwilling to act or to continue serving, then I appoint
my daughter, JO ANN HEISEY, and my son, GLENN PHILLIP HEISEY, or
the survivor between them, to be the Co-Executors of this, my Last
Will and Testament.
ITEM 10: I direct that no fiduciary appointed in my Last
Will and Testament shall be required to give or enter into any
bond or security in any jurisdiction, regardless of the state of
their residency.
5
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
23rd day of March, 2000.
~~(,~'~k' ~ ( ~ ._ ~?~~
~~ ~~
IRENE E. HEISEY
Signed, sealed, published, acknowledged and declared by the
above-named Testatrix, IRENE E. HEISEY, 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 hereunto sub-
scribed our names as witnesses thereto.
r ~,
o f 1,,C~~ , f i'7`
..' ~ `~ '..~,r
6
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF LANCASTER
SS:
I, IRENE E. HEISEY, Testatrix, who signed the foregoing
instrument, having been duly qualified according to law, acknowl-
edge that I signed and executed the instrument as my free and
voluntary act for the purposes therein contained.
Sworn to or affirmed and r. -- ~ r//
acknowledged before me by ~`~'~`~ ~%/ f~" ~ ~'<~
IRE1~iE E . HEISEY, IRENE E . HEISE.
the Testatrix, this 23rd day
of March, 2000.
r
NOTARIAL SFAt_
~No ary ub is _ JUDY E. CHESTEF?S, Notary Public
City of Lancaster, Lancaster County
~y Commission Ex~~~;: JLcem~er ~, 2"~~~%°
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF LANCASTER
SS:
We, the undersigned witnesses who signed the foregoing
instrument, being duly qualified according to law, depose and say
that we were present and saw Testatrix sign and execute the
instrument as her Last Will and Testament; that she signed and
executed it willingly as her free and voluntary act for the
purposes therein expressed; that each of us in her sight and
hearing signed the will as witnesses; that Testatrix is known to
each of us; and that to the best of our knowledge and observation
the Testatrix was at that time of sound mind and under no con-
straint or undue influence.
Sworn to or affirmed and
subscribed to before me by
dunk C'. C'_hes~~tS and
wi nesses, this 23rd day
of March, _2000. '., ~ /jt
l ~< <~ ~ ~
Not y Pub 'c.,
NOTa~F~~t~L SEAL
1 JUDY E~ l,FffSTER5, Notary Public
City afi Lancaster, Lancaster County
~y Comm'rssoon ExpiYes December 9, 20J> '!
7
~C CG.~