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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.~