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HomeMy WebLinkAbout04-1050CERTIFICATE OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Terry E. Heaster Date of Death: October 26, 2004 Will No. 2004-01050 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on Name Address Michelle M. Heaster 1004 Goodyear Road Gardners, PA 17324 Emily N. Heaster 1004 Goodyear Road Gardners, PA 17324 Joshua P. Heaster 1004 Goodyear Road Gardners, PA 17324 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: /~2/~//J ~? Signature ~~ Name Peter R. Henninger, Jr. Jones & Henninger, P.C. Address 950 West Governor Road Suite 330 Hershey, PA 17033 Telephone (717) 533-7113 Capacity: Counsel for Administratrix estate H EASTER.NOTICEUNDERRULES.6(a).00403.12.8.04 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of T~rry E, 14oa_~ter also known as _. Deceased. Social Security No. 204-§6-8711 To: Register of Wills for the County of C-Mml:~rl~d in the Commonwealth of Pennsylvania the above decedent. The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, applies (d.b.n.; pendente lite; durante absentia; durante minoritate) for letters of administration on the estate of Decendent was domiciled at death in _ Cumberland County, Pennsylvania. with Ix-i'-q~ last family or principal residence at 1004 Gooclyoar RoaO, Ga.rrlners, PA 17374 (list street, number and municipality) Decendent, then. 39 years of age, died_ October 26, 2004 at York Hos it. al York PA ,19~_, Decendent at death owned property with estimated values as folllows: (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 situated as follows: $. 5,000.00 $_ $ 1004 Good_y_ear Road..t_Gardners, PA 178254~~:1~ ?OO.tTD Emily--. Heaster Joshua P. Heaster Petitioner after a proper search ha..s the following spouse (if any) and heir Name Relationship .. ascertained that decedent left no will and was survived by Residence ers, PA ~~7324 1004 Goodyear Rd___!, Gardners ' -~_ 17324 THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF 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 above decedent petitioner(s) will well and truly administer the estate according to law' ~ No. s~l- Estate of ~z-ry E. ~ter , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW ~ Ox/. ~ -q , e-~ t)t>'~ ~ , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that Iqichele lq. HeasLer is/are entitled to Letters of Administration, and in accord with such finding, Letters of Admini~hatioa are hereby granted to __ in the estate of _ T~ E. Heaster FEES Letters of Administration Short Certificates( ) ......... Renunciation ......... ~". ~T~TAL Filed ~ .... ~ ............. - Resister of Wil~ ~- ~,~ Peter R. ~nninger, Jr., Esq. ATTORNEY (Sup. Ct. I.D. No.) I.D. ~4873 905 W. Governor Road, Suite 330 ADDRESS Hershe¥~ PA 17033 PHONE 717-533-71~3 his is to certil~ 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 forwmded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph.~ P 10885900 ? No, ~ Date ~,Qt- 04- tos-o CERTIFICATE OF DEATH (Coroner) TERRY E. HEASTER ,. Male , 204-56-8711 ~or~ ~g~l gr~tion C~ w q. ~'~' 12 .... ~ ..~rri~ ~ichele M. Houser ~c~o~,~, .... Dickinson ,, ~a~ene ~e~ter ,, ~rie Eil~ Horton ~.Michele M. Heater I,..1~ ~ear Rd., ~r~ers, PA 17324 ~t 30, 2~ ,,~i~leto~ Ce~te~ 17057 II, RJ/, Depu3_9 Co,~o,?.e.,t COMMONWEALTH OF PENNSYLVANIA COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NOTICE OF CLAIM In Re: The Estate of: TERRY E HEASTER Deceased Court File No: 21-2004-1050 TO: THE CLERK OF THE ORPHANS' COURT DIVISION: Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. g3532(b)(2). CITICORP CREDIT SERVICES INC. 1) Claimant's name: c/o BALOGH BECKER L TO, 4150 OLSON MEMORIAL 2) Claimant's address: HWY #200 MINNEAPOLIS, MN 55422 866-234-0513 3) Creditor listed below is the owner and holder of a claim in the amount of $ 20210.70 4) The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. 5) Decedent's address: 1004 GOCDYEAR RD GARDNERS, PA 17324 6) Date of Death: 10/26/04 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by Dated: JAN 2 8 2005 penalties of rue and correct On behalf of the claimant, I do solemnly declar and perjury that they Information and represent ons to the best of my knowledge, information a belie. Chelsea A. Whitley/Angela M. H Written notice of claim was given to Perso as stated below: MICHELE M HEASTER Name 1004 GOODYEAR RD Address GARDNERS, PA 17324 CitY/State~p :J lor Date notite mailed / ary Ellen eeman/Chad BolinskefThersia Lee, Attorney-in-Fact al Representative and/or his/her counsel f''*J IC, \j l.- IN RE ESTATE OF: TERRY E HEASTER AFFIDAVIT OF ACCOUNT The undersigned, being first duly sworn deposes and states the follows: 1. Your Affiant is authorized by the Claimant as its Attorney-In-Fact to make this Affidavit. 2. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of his /her duties. 3. The Decedent purchased merchandise in the amount of $ 20210.70 evidenced by account number 5410654723540719 4. The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. BAL Further your affiant sayeth not By: Atto ys-in-Fact. Che sea A. Whitley _ Angela M. Horn_ Michael D. Johnson Mary Ellen Weeman_ Thersia O. Lee Chad 1. Bolinske + 4150 Olson Memonal Highway, Suite 200 Minneapolis, MN 55422-4811 Subscribed and sworn before me This cX.8 day of rf}-u<. ,2005. z--- No ., ST IE A. JOHNSON ~I NOTARY pu. BUC - MINNESOTA -., HENNEPIN COUHJY ... My CommiSsIon ExpIree Jan. 31,2006 72 REV-l500 EX (1)00) \\J Q? [) REV-1500 '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT ~ Z W C W U W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Heaster, Terry E. DATE OF DEATH (MM-DD-YEAR) 1 0/26/2004 FILE NUMBER 21 04 1050 DATE OF BIRTH (MM-DD-YEAR) 05/14/1965 {IF APPLICABLE} SURVIVING SPOUSE'S NAME {LAST, FIRST, AND MIDDLE INITIAL} Heaster, Michele M. w '- ::.:::$(1) ,,0:>: w"" xOO ,,0:'" ..lll .. " (i] 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (Mach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (dale 01 death after 12.12-82) o 7. Decedent Maintained a Living Trust (Attach copy 01 Trust) D 10. Spousal Poverty Credit (dale o/death betw'een 12.31.91 ai'ld 1-1.95) COUNTY CODE YEAR NUMBER '- Z W o Z o .. '" W 0: 0: o " LC ON 011'0: THIS' NAME Peter R. Henninger, Jr., Esquire FIRM NAME (If Applicable) Jones & Henninger, P.C. TELEPHONE NUMBER (717) 533-7113 SOCIAL SECURITY NUMBER 204-56-8711 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (dale of death prior to 12.13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113{A) (Allach SchO) met COMPLETE MAILING ADDRESS 905 West Governor Road Suite 330 Hershey, PA 17033 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 119,900.00 4,747.00 , C;'.'j 124,647.00 167,678.61 -43,031.61 (14) -43,031.61 4. Mortgages & Notes Receivable (Schedule D) (1) (2) (3) (4) (5) 0.00 0.00 (19) 0.00 z o ~ ::l ~ ii: <( u W 0::: 5. Cash, Bank Deposits & Miscellaneous Personal Properly (Schedule E) 6. Jointly Owned Properly (Schedule F) o Separate Billing Requested 7. Inter.Vivos Transfers & Miscellaneous Non-Probate Properly ar L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (8) 23,135.80 144,542.81 (11) (12) (13) 'V- (6) (7) (9) (10) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !;;: I-' ::l 0. :::E o u ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a}{1 .2) '.0 (15) 16. Amount of Line 14 taxable at lineal rate ,.0_{16) 17. Amount of Line 14 taxable at sibling rate , .12 (17) '.15 (18) 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUNO OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS 1004 Goodvear Road CITY I STATEpA I ZIP 17324 Gardners Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + 8 + C ) (2) 3. InteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty ( D + E ) (3) 4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Une 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. 8. Enter the total of Une 5 + SA. This is the 8ALANCE DUE. (SA) (58) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS ........0 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred; ....................... ."........... ...................... .......... 0 b. retain the right to designate who shall use the property transferred or its income; ..................... ..... 0 c. retain a reversionary interest; or ..................... .......................... ...................... ............................ 0 d. receive the promise for life of either payments, benefits or care?... .............m....... ............................. .. 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................. ................. ........................................ ... 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .... ........................ ................... ............................ .................. No o o o o o o Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. . E OF PERS~Nrl:LE 0/ FILI~::mR~ ----'i1ik--- 17324 ADDRE 90~West G()v~!nOr RO<l~~uite 33Q..rt~rsh~x,f',A. 1703~__ 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. 99116 (a) (1.1) (ill. 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. 99116 (a) (1.1) (ii)]. The statute does not exemot 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-one 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. 99116(0)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(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.1502 EX+ (6.'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Terry E. Heasters FILE NUMBER 21-04-1050 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a wilting seiter. nenher being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER ,. DESCRIPTION 1004 Goodyear Road, Gardners, Pennsylvania 17324 . 2004 County Assessed at $104,190.00 VALUE AT DATE OF DEATH 119,900.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 119,900.00 IF TAXES ARE ESCROWED. FORWARD THIS BILL TO YOUR MORTGAGE CO.. CASHlMONEY ORDER ONLY AFTER 12117105 PAYABLE TO CAROLYN R. MCQUILLEN 1 D44 PINE ROAD CARLISLE PA 17013-9373 OESC: MAP NO: 08-43-2759-007 1004 GOODYEAR ROAD ACRES .560 DEED 00125/01006 LAND LESS THAN 1 ACRE Residential Building RESIDENTIAL TAX HEASTER. TERRY E '.vER 1004 GOODYEAR ROAD GARDNERS PA 17324 OfI'lce MON 6-9PM TUES 9-12 NOON HOURS' APR 21&28 5-7PM"NO SAT. SUN OR HOLlDA YS"PHONElFAX 717-486-5907 CLSD 12123-02/28/06 BY APPT ONLY IF TAXES ARE ESCROWED, FORWARD THIS BILL TO YOUR MORTGAGE CO., CASH/MONEY ORDER ONLY AFTER 12117105 PAYASLE TO, CAROLYN R. MCOUILLEN 1044 PINE ROAD CARLISLE PA 17013-9373 DESC, MAP NO: 08-43-2759-007 1004 GOODYEAR ROAD ACRES .560 DEED 00125/ 01006 LAND LESS THAN 1 ACRE Residential Building. _____________~_~_ .______ --RESIDENTIAL---- n'_ TAX W(ER HEASTER. TERRY E 1004 GOODYEAR ROAD GARDNERS PA 17324 >meE MON 6-9PM TUES 9-12 NOON ""RS, APR 21&28 5-7PM"NO SAT. SUN OR HOUDAYS"PHONElFAX 717-486-5907 CLSD 12123-02128/06 BY APPT ONLY Control No: 008 -- 002337 Assessed Land Values 19 390 COU OF CUMBER D Rates .00200600 COUNTY R B 38.90 Rates .00018000 COUNTY LIB 3.49 TOWN HIP OF DICKINSON Rates .00002857 MONIC. R E .55 TAXPAYER COPY 2005 _men! orRellI &late TlIXM Improvement Mineral 84 800 0 BlH No: 905 Bill Date: 3/0112005 Total 104 190 F_ 101 209.01 229.91 101 18.75 20.63 101 2.97 ' 3.27 $230.73 $253.81 .00200600 170.11 .00018000 15.26 Dlcount 21 204.83 2l 18.37 .00002857 2.42 21 2.91 TAX AMOUNT DUE-> $226.11 Xf >>aid ~ or Att.r If ..14 On or _.fore 12/1512005 .. SEE REVERSE SIDE OF BILL FOR A BREAKDOWN OF YOUR COUNTY TAX DOLLARS" Return Bill with Payment. For a Receipt, Enclose Seif Addressed Stamped Envelope. Control No' 008 002337 TAX COLLECTOR COpy 2005 Sto_ orRellI &gm TlIXM 905 3/0112005 Bill No: Bill Date' - Assessed Land Improvement Mineral Total Values 19 390 &4 800 0 104 190 COUNTY OF CUMBERLAND DI-.ml F_ Rates .00200600 .00200600 H 10\ CO"",y RIB 38.90 170.11 204.83 209.01 229.91 Rates .00018000 .00018000 21 101 COUNTY LIB 3.49 15.26 18.37 lB.75 20.63 TOWNSHIP OF DICKINSON Rates fl/r. .0000285~ I .00002857 H 10\ MONIC. R R .55 2.42 2.91 2.97 3.27 TAX AMOUNT DUE-> $22&_11 $230.73 $253.81 ,"----.-""-'-- ~-- -~--- --- -------~ -,,-._-----._._.- ---.----...-- -....---,.--... - -. :Ef ..icl. O:a. or Ut.r ;j~:(~OOS :j~:~200S 7/01/2005 Xl' Paid. OIl or "fore 4 30/2005 6 JOi200S IF NOT PAID BY I:1/1S12OO5 lHlS BIU W1U BE RETURNED TO TAX CI.AJM BUREAU FOR COUECTION AND FlUNG OF A UEN AGAINST YOUR PROPERTY. 12/1512005 .. SEE REVERSE SIDE OF BILL FOR A BREAKDOWN OF YOUR COUNTY TAX DOLLARS" Retum Bill with Payment. For a Receipt, Enclose Self Addressed Stamped Envelope. REV-15oa EX+ (5-98) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Terry E. Heaster FILE NUMBER 21-04-1050 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1999 Chevy Venture - Blue Book 3,110.00 600.00 2 1989 Chevy Silverado - sold to private party 3 Series EE Savings Bond - $50.00 issued 12/94 - see attached 4 Series EE Savings Bond - $100.00 issued 12/95 - see attached 3844 70.68 5 AFLAC insurance refund 24.30 870.00 6 AFLAC medical payment 7 F & M - refund overpayment 33.58 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 4,747.00 C ::l ~ "" CD a. ~ 1J15" 0< N::lCD a.;!. III 0 !: % -i o - II> 9r . . cr 0 .. "Og 7" _ c.na.a -cr;"Cirg O"oo3:~ g5.5.9i:E 0. tn' iii'~ *' :El:\)m~o ~ (j)(/l0J, ~ (")~.~.affi ~mm%Q. i"--s,5" Q,oOct) -........)( ~mm("J . ornrn;m m~ ~t5)( ><~~(1)1 g._._~g CUlllcn_-;l ~~~roQ.. cg~~g~ Q.-. -'OJ CIl _::J::l::J gQg~~ ~Q)D):J:g. :t~~g~ :x:c....~='(Q crm :;:..Q.ro O::JQ) 0- ~c:.< - o.Q,) ..... . 0 -.,.-< $%;; c: -"-1m~ :=.~B) I I: t/)O::Jcr~ C" 0.0 ~.~ :rag ~ Q.O _.:::l \03Cf/lD. 'O\>>o..z ~.< ~ ~. [~Q)< 3: o_tf~m ;l ~ 3 m I 0) 0 -.0" o.~"a~g Q) :T-Q. <i3~.(ll-. -0 aO'cn "C-('i)...., ;:!.:::;;.....~ :a gc:(1)D)~ _ U) ~'< c o tl> "03 (0 :f~tl>ma. <OO:::lao> -Ill " f,l"O '" 0. V> g< . en ::T_C ZX ~~~-g. o c"I :: ' Q) ..., 0 ::ra:::l CD:::lctlO~ ~g.ga~ ~<::l:Tro " 0. '" lli!~\ (1)g~!2.~ <1>0- Q.~ g: 0.. =.5.- <I> '" C '" 0. ~. - ii' "," .... '" <:> o -0 III '" CD ~ 9- ~ OJ N-~ ~ (fl ---' (II mm~ mm m' III o .. " ~"'o gig; 3 ~\g (II <o'~\\~ """'" -.j,-' ...."'.. ....~- ~~Z ",~e m~3 0- .. - .....~ ~~oUi' ...l._mUJ <o<.o-c W<.OCDcg "'~ ~ - '" _. ",N" 0"''' 00 00 ;- ... "'~ "'....... 0"'''' tn~"" o>~ < .. "'- ...."'e 00>" m::.. o>~ NN;ll <n~~ og~~ tD C;'Ci' !"-h~ -.CJ"l;tt) ~(X),- ~~Q. o 0 :it ... co - .. "'~ '" ~ ~ '" ~~ NN r3t::3 0,0 0,0 ~~ < .. c "," ~' o '" ~ '" -10._; NN' t:) t:3' 00 NN' "'~ :i' )>< o CD !:!". ::s < ... CD 0 5"< < ~~ 0'0 -< 0 ;::l. z .. >< 0::' .." -... .. co Cil ~ :!\ CD"1:l "1:l- ::!.S' .,,:0 - :i'\=i' CJ ..<0 '" --I - Qi's:Oco -cu Q,) " (I)-coo S . w ~""'N aN -- Z NN o aa ..... aa ~(J1 .\ . . Kelley Blue Book - Private Party Pricing Report - Chevrolet, Venture J1:.- I) Kelley Blue Book . THE TRUSTED RESOURCE . kbluotft Nf.I/I.;~;~.RS .Ip ~.I~ ,:r. ;;:j advertisement Page 1 of 2 . Qul,* IlolIlor PIloo Quofl R:'~' h'/~.\ Ft"lI~K:S ADvICE 1'i'i.1, D;flll.i1'~,rfl'Tll'":,r.r.t1 I'K;'M:' ~. 't. .~.. "~\'.\' .. . "".:',,' "'.....\, -~::~::.- :-";' "-,-:", " ' ~,', .': . " ;.'" - .. . ... :, .... ..' .;~. BLUE BOOK PRIVATE PARTY REPORT Pennsylvania' March 22, 2005 1999 Chevrolet Venture Minivan j~~'. ..i ** ... ..1 4 _ t- ~)"~I' ---"" \ -- .. \~) ...", S!'l<lrch Lis!inJll>for This ~~r !.i:;;t Your Car For Sale Onlin~ Quick New Car PriQELQuote Fr~e CAR FAX Record Check Auto LO<lns from 4.39.% APR Insurance o.~ote Print "For Sale" SiQn EID'ment Calculator ... , 1"'" '.t'A~1 ~ ~,~=. ~~~ Engine: V6 3.4 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 130,000 Equipment Second Sliding Door Air Conditioning Power Steeri ng Power Windows Power Door Locks Tilt Wheel AM/FM Stereo Single Compact Disc Dual Front Air Bags ABS (4-Wheel) Consumer Rated Condition: Fair "Fair" condition means that the vehicle has some mechanical or cosmetic defects and needs servicing but is still in reasonable running condition. This vehicle has a clean title blstorv , the paint, body and/or interior need work performed by a professional. The tires may need to be replaced. There may be some repairable rust damage. Private Party Value ;;e,:irch Local LlstinQs for This Car $3,110 Private Party Value is what a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than the continuing factory warranty). The final sale price may vary depending on the vehicle's actuai condition and local market conditions. This value may also be used to derive Fair Market Value for insurance and vehicle donation purposes. ~.;!t a Use~L'-~J Tr~~e-lr!_Y1!lu.g httO://www.kbb.com/kb/kLdll/kw.kc.ur?kbb.PA:357852:PA001/1.1 n?4 'v~n+nR. 7?::\' BLUE BOOK Scw:!' [ Quickly browse used vehicle lis the car ortrucf 0:---_./ ::\/??I?OO'" Kelley Blue Book - Private Party Pricing Report - Chevrolet, Venture Get Invoice & MSRP on New Cars Get a Person to Person Auto Loan () Copyright @ 2005 by Kelley Blue Book Co., All Rights Reserved. Mar.Apr 2005 Edition. The specific information required to determine the value for this particular vehicle was supplied by the person generating this report. Vehicle valuations are opinions and may vary from vehicle to vehicle. Actual valuations will vary based upon market conditions, specifications, vehicle condition or other particular circumstances pertinent to this particular vehicle or the transaction or the parties to the transaction. This report is intended for the individual use of the person generating this report only and shall not be sold or transmitted to another party. Kelley Blue Book assumes no responsibility for errors or omissions.(v.OS033) htto:llwww.kbb.com/kh/kirlll/kw kr. IIr?khh PA-:Vi7Rfi?'PAnn1 R.17<\?.4'\I:>n+nR. 7?<\' Page 2 of 2 <\/??/?nn<; Kelley Blue Book - Private Party Pricing Report - Chevrolet, 1500 Pickup ~ Kelley Blue Book . . THE TRUSTED RESOURCE , ~ lbb.(OM Page 1 of 2 r H<)M~ NEIJU:ARS .'~l~'~.71J. Rf\/ EW$ A RAlIr-IC;S. A~\';CE fi~b, mllw l"fII~l.,.""':l..lII:IiTI'~'l',.1 ~'fJ.l..i'J'':''':':ilflTlr:,r;r.n I advertisement Quickly browse Search Listings for This Car ",e' ,ehiele ", the car or trud List Your Car For Sale Online Quick New Car Price Quote Free CARFAX Record Check Auto Loans from 4.49% APR Insurance Quote Print "For Sale" Sign Payment Calculator. ~Ci ~ ""~','.""r' "',' &' :,' ~.. "',, ',~.~.~ 7S:3~.'\, " .I"", ,., ","','.' ,?' ,~ , ,', .,,,--,'*. . ,.. Y.."",..",.".,, '. -. ... . , . BLUE BOOK' PRIV.ATE PARTY REPORT Pennsylvania' April 1 , 2005 1989 Chevrolet 1500 Pickup Extended Cab Long Bed '~ :!::--Ai n~"~:""l'~,~, IIt1':llilF\:jiv:jJ\ji,1;gu>:+lA;~ Engine: V8 5.0 Liter Trans: Automatic Drive: 4 Wheel Drive Mileage: 200,000 Equipment Power Steering AM/FM Stereo Silverado Air Conditioning Consumer Rated Condition: Poor "Poor" condition means that the vehicle has severe mechanical and/or cosmetic defects and is in poor running condition. The vehicle may have problems that cannot be readily fixed such as a damaged frame or a rusted-through body. A vehicle with a branded title (salvage, flood, etc.) or unsubstantiated mileage is considered "poor." A vehicle in poor condition may require an independent appraisal to determine its value. Private Party Value Search Local Listinqs for This Car (no value) Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of cars in this category varies greatly. Private Party Value is what a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than the continuing factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also be used to derive Fair Market Value for insurance and vehicle donation purposes. Get a Used Car Trade-In Value Get Invoice & MSRP on New Cars Get a Person to Person Auto Loan http://www.kbb.com/kb/kLdlllkw.kc.ur?kbb.PA:081841 :PA001 &1 n?4 .+n& 7?:H~h", BLUE BOOK S~ac:h U"d { Search Invent! View C Offers I Reque! a Quotl e Vo~ car. You 4/1/?nn<; Kelley Blue Book - Private Party Pricing Report - Chevrolet, 1500 Pickup Page 2 of 2 o Copyright @ 2005 by Kelley Blue Book Co., All Rights Reserved. Mar-Apr 200S Edition. The specific Information required to determine the value for this particular vehicle was supplied by the person generating this report. Vehicle valuations are opinions and may vary from vehicle to vehicle. Actual valuations will vary based upon market conditions, specifications, vehicle condition or other particular circumstances pertinent to this particular vehicle or the transaction or the parties to the transaction. This report is intended for the individual use of the person generating this report only and shall not be sold or transmitted to another party, Kelley Blue Book assumes no responsibility for errors or omissions.(v.OS03S) http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb.PA:081841 :PA001 & 17324'+n!1. 7?:H-:hp. 4/11?00" . Kelley Blue Book - Private Party Pricing Report - Chevrolet, 1500 Pickup 110_ ~ Kelley Blue Book .' THE TRUSTEU RESOURCE . tJ~tL(Om HeM:' Nflf~: ~::~RS .It.I~II''' 1.1.. Page 1 of 2 ~." . Qulcl< Ileolor FIlCo Qu"," R:'~' ~~'iS ~ R:.A.mK:-S. Af;<\itGt F:~" D.'i.T.l..i'1'~,lotl'TIr:,r.r.n advertisement - .,.. . .., ... ............ 'J. .. .... .......... . ''-;';;~;~. ....! .:.~. .... .. .. a I Y' '. t., ' ",'/'-, . , " ,', .. .. '. ,'W' ',-, .. ;,r , '.....''''""",. ....' ,., . - . . .. . BLUE BOOK PRIVATE PARTY REPORT Pennsylvania. March 22, 2005 1989 Chevrolet 1500 Pickup Extended Cab Long Bed 9~arch Listinqs for This Car List Your Car For Sale Online Quick New Car Price QI,!Qt~ Free CARFAX Record Check Auto Loans from 4.39% APR Insurance Quote Print "For Sale" Siqn Pavment Calculator ,,;;;,,;,~.,,"i'--- ~.- . .' "~""';"-H"",,,. __. :,.',,'" "","- t!'. '. ~ Engine: VB 5.0 Liter Trans: Automatic Drive: 4 Wheel Drive Mileage: 200,000 Equipment Silverado Air Conditioning Power Steeri ng AM/FM Stereo Consumer Rated Condition: Fair "Fair" condition means that the vehicle has some mechanical or cosmetic defects and needs servicing but is still in reasonable running condition, This vehicle has a clean title history, the paint, body and/or interior need work performed by a professional, The tires may need to be replaced. There may be some repairable rust damage. Private Party Value Search Local Listinqs for This Car $1,910 Private Party Value is what a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than the continuing factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions, This value may also be used to derive Fair Market Value for insurance and vehicle donation purposes. Get a Used Car Tr~de-In Vall!f GeLlnvolce & MSBY on Ne-'tLCi:lrs G~til Person to p~on AutQ_J__Qan htto:l/www.kbb.com/kh/kirlll/kwkr.llr?khhPA.nR1R?Q.PAnn1R.17<\?.4....nR.7?~.(.h BlUE BOOK S((nh I Quickly browse used vehicle lis the car or trud Search Invent! ViewC Offers I Reque! a Quotl e Your car. Vou <\/??/?N1fZ, . Kelley Blue Book - Private Party Pricing Report - Chevrolet, 1500 Pickup () Copyright @ 2005 by Kelley Blue Book Co., All Rights Reserved. Mar-Apr 2005 Edition. The specific information required to determine the value for this particular vehicle was supplied by the person generating this report. Vehicle valuations are opinions and may vary from vehicle to vehicle. Actual valuations will vary based upon market conditions, specifications, vehicle condition or other particular circumstances pertinent to this particular vehicle or the transaction or the parties to the transaction. This report is intended for the individual use of the person generating this report only and shall not be sold or transmitted to another party. Kelley Blue Book assumes no responsibility for errors or omissions.(v.OS033) htto:/Iwww.kbbr:nm/kh/kirlll/kwk...lIr?khhPA.nA1R?Q.PAnn1R.17..l?;!....nR. 7?''l-("'h Page 2 of 2 "l1??I?nn", REV..S11 EX+ ('2.991. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Terry E. Heasler FILE NUMBER 21-04-1050 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT ,. FUNERAL EXPENSES: Wiedman Funeral Home Gingrich Memorials - Memorial Stone 9,457.80 4,678.00 2 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representalive{s) Social Security Number(s}fEIN Number of Personal Represenlalive(s) Street Address City . State Zip Year(s) Commission Paid: 2. Attorney Fees 5,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Michele M. Heasler Street Address 1004 Goodyear Road City Gardners 3,500.00 State PA .Zip 17324 Relationship of Claimant to Decedent Wife 4. Probate Fees 500.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 23,135.80 REV.1512 EX+ {12-O3) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Terry E. Heaster FILE NUMBER 21-04-1050 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbursed medIcal expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Cilicorp Credit Services 4 Lowe's 20,210.70 5,863.98 1,300.48 2,222.30 114,719.24 226.11 2 Sears (Cilbank USA, N.A.) 3 Carlisle Area School District School Real Estate Taxes 5 PNC Bank - Mortgage (0.0.0.) 6 Cumberland County and Dickinson Township TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 144,542.81 REV-1513 EX+ (9-00) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Terry E. Heasler FILE NUMBER 21-04-1050 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.211 1 Michele M. Heasler Wife 1 st 30,000.00 + 2 Emily M. Heasler Daughler 1/2 remainder 3 Joshua P. Heasler Son 1/2 remainder ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH IB, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON.TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) 1/?' INVENTORY Estate of Terry E. Heaster No. 21-04-1050 also known as Date of Death 10/26/04 , Deceased Social Security No. 204-56-8711 T. Michelle M. Heaster. Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent. that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We verify that the statements made in this Inventory are true and correct. l/We understand that false statements herein are made subject to the penelties of 18 Pa. C.S. Section 4904 releting to unsworn falsification to authorities. Name of Attorney: Peter ~. Henninger, Jr., Esq. 1~~Zl'J}i"t-I+,tJj)1i -; 1.0. No.: 44R71 Jones & Henninger, P.C. 905 Went CO\~or Road, Suite 330 Hershey, PA 17033 M;~hpl~ M H~~~tpr Address: Dated Telephone: 717-533-7113 Description Value ~eal Estate 1004 Goodyear ~oad, Gardners, PI\. 17324 $ 119,000.00 Personalty 1999 Chevy Venture 1989 Chevy Silverado 1500 Series EE Savings Bond issued 12/94 Series EE Savings Bond - issued 12/95 AFLAC Refund AFLAC Medical Payment F & M Trust - refund overpayment 3,100.00 600.00 38.44 70.~~ 24.'30 870.00 33.58 "'J co Total: $ 124,647.00 (Attach Additional Sheets if necessary) NOTE: The Memorandum 01 real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. RW-8 ::r Cumberland County - R~glster-Ot Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/14/2006 HENNINGER PETER R, JR, ESQ. 905 W. GOVERNOR ROAD SUITE 330 HERSHEY, PA 17324 RE: Estate of HEASTER TERRY E File Number: 2004-01050 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/26/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ~ cumoer.lana county - RegISter ur WITTS One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/14/2006 HEASTER MICHELE M 1004 GOODYEAR ROAD GARDNERS, PA 17324 RE: Estate of HEASTER TERRY E File Number: 2004-01050 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/26/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~ . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Heaster. Terry E. Date of Death: October 26. 2004 Estate No.: 2004-01050 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the adminimtion of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No JX1 "2. If the answer is No, state when the personal representative reasonably believes th8.t . the administration will be comple~: December 31. 2006 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 0 No Iil 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 0 No 0 c. Copies of receipts, re1eases,joinders and approval of formal or infonnal accounts may be filed with the Clerk of e Orphans' urt and may be attached to this report. Date: 9/20/06 Peter R. Henninoer. Jr.. ESQuire NmneJones & Henninger, P.C. 339 West Goyernor Rd. Suite 201 Hershey. PA 17033-2086' Address \/d . <...,,; (. .... . . . (' '\ '8r'r,,",'~~ .._~. -i,ll" , : II l' , I, ~.. V ..l.. i IV\) ;)Jg/H&IO jO >18318 717-533-7113 Telephone No. 02 .f' lid 2 Capacity: 0 Personal Representative . 'c, fi . Z d3S 9DOZ III Counsel for personal representative ~) i 1(" i,........, . '\ _ .:>J -:.jiJjO G.HiHi""!')-il' - - .j\J_U,..j,'j ~ z...,~oI JONES & HENNINGER, p.e. 339 WEST GOVERNOR ROAD SUITE 201 HERSHEY, PA 17033-2086 TELEPHONE EMAIL FAX 717-533-7113 jhpc@jones-henninger.com 717-533-7233 DONALD L. JONES PETER R. HENNINGER, JR. September 20, 2006 Glenda Farner-Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Terry E. Heaster No. 21-04-1050 Dear Ms. Farner-Strasbaugh: As a follow up to your letter of September 14, 2006, enclosed you will find an original and one (1) copy of a Status Report under Rule 6.12. Upon filing please return the extra time stamped copy to me in the enclosed, self-addressed stamped envelope. Furthermore would you please change your records to indicate the change in my address to 339 West Governor Road, Suite 201, Hershey, PA 17033. PRH/rcs Enclosures Cc: Michelle Heaster, (w/encIosure) Sincerely, Biu.I?~~. . . c:=o ~J F;c183 Peter R. Henmnger, Jr. :J;g rl1 (~) b ~: .~,. p -0 (~j ~ ':"rn N rnrn . . ...., ::0 N 'i" ,-..,. -'~J) X _.1 ~ (; r-) ~'2~n ::0 --o-i ')~, -u :x. w N o <::) ...., -" -;Tl ~~:~ L/j C) -'''r, trans.HEASTER.registerofwills.o040g.09.20.o6.doc Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/26/2007 ,-" ~ :-;"1- -, (=:J c) ---j I HENNINGER PETER R, JR, ESQ. 905 W. GOVERNOR ROAD SUITE 330 ~ , ''''' HERSHEY, PA 17324 1..0 U1 -.J RE: Estate of HEASTER TERRY E File Number: 2004-01050 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/26/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, " /J 1 fa'" ~'A J .j(J . .'. I ~. ~a4 v j ~tG9(t, ,~"f1 ffifr a(sba ug h j~ Clerk of the Orph~ns' Court cc: File Personal Representative(s) cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/26/2007 1004 GOODYEAR ROAD GARDNERS, PA 17324 CJ C) HEASTER MICHELE M -. I 1",) \.0 c.n -J RE: Estate of HEASTER TERRY E File Number: 2004-01050 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/26/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, /;} C..# . --6- / I) ~h_. '1.~atJ~t Glenda Farner Strasbavgh Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERI AND COUNTY, PENNSYL V ANlA Name of Decedent: HEASTER. TERRY E. Date of Death: October 24. 2004 File Number: 2004-01050 Pursuant to Pa. O.C. Rule 6.12, 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: . . . . . . . . . . . . . . . . . . .. 0 Yes [Xl No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: December 31. 2007 3. If the answer to No.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . .. DYes ONo b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account ..{: 11 h ... ? DY llllorma y to t e partIes m mterest. ............................... es DNo d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and ma be attach d to this report. Date 10/09/07 Capacity: DPersonal Representative III COlillsel '.-(J .0,....,..',> (U VU - .. .:'0 1I:fnC<.'. " ,-UdO WJfl8 Peter R. HenninQer. Jr.. EsO. Name of Persall Filing this Form ""^.... ", Jones & Henninger. P.C. AdM~S 339 West Governor Road. Suite 201 Hpr~hey. PA 17Q33 717-533-7113 TelephonE. " Cumberland County - Register Of Wil:1s One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 -,, ~~ Date: 9/26/2008 HEASTER MICHELE M 1004 GOODYEAR ROAD GARDNERS, PA 17324 RE: Estate of HEASTER TERRY E File Number: 2004-01050 Dear Sir/Madam: r"~ -_~* "t~ ~;a <fd _-i ~ F'r'i -~ --~ c..~ -. ' ; ~ ': -~ - ~ ~~ c~~ .~- This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file witr~ the Register of Wills a Stratus Report of completed or uncompleted administration. This filing is due by: 10/26/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Repox-t, please disregard this notice. Sincerely, Glenda Farrier Strasbaugh Clerk of ttie Orphans' Court cc: File Counsel ~N Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 9/26/2008 HENNINGER PETER R, JR, ESQ. 905 W. GOVERNOR ROAD SUITE 330 HERSHEY, PA 17324 RE: Estate of HEASTER TERRY E File Number: 2004-01050 Dear Sir/Madam: P^J 7 r 7~'? :_~ C-a -,, c,'~ ~~ ~-, ~ .~ c~ ,. ~ _ ,__ _ ~` P ~' ~~ ~~ i _ ~ ~ ' W This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents daring on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file wit~l the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/26/2008 Please feE=_1 free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, cc: File Personal Representative(s) Glenda Farner Strasbaugh Clerk of tine Orphans' Court ti '~ In Re: Estate of HEASTER TERRY E ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CU1~IBERLAND COUNTY PENNSYLVANIA NO. 2004-01050 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: HEASTER MICHELE M Counsel for Personal Representative: HENNINGER PETER R, JR, ES Date of Decedent's Death: 10/26/2004 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and. the undersigned will requests that a Court conduct a hearing to detenniue whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. ~~~~~Z~~G-~ Date: 11/5/2008 c~ . Glenda Farner Strasbaugh Cp "' Clerk of the Orphans' Court ~~ o ?~'" ~ ~~ ~ Distribution: Personal Representative./ ~ u; ~ ~ `_ ,-- Counsel for Personal Representative `r~~ m ~ Estate File rj~ cv ~ " - -~,_„~ ~ p Ir,~ Re: Estate of HEASTER TERRY E ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-01050 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: HEASTER MICHELE M Counsel for Personal Representative: HENNINGER PETER R, JR, ES Late of Decedent's Death: 10/26/2004 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to fle the Status Report. If the required 6.12 form is not f led in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a heai7ng to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. :Date: 11/5/2008 1~~~~~7 Glenda Farner Strasbaugh _a Clerk of the Orphans' Court N Q Distribution: Personal Representative ~ ~ - Counsel for Personal Representative ~,;' ~ ~~ ~ ~ -~ _ Estate File f?~ ~ "~ --- - ~~ ~ =~~ :~ J C~ t~ -p - ~~ N - . , --{ ~O ~~ Pa. ®.C. ~u~e 6.1? ST~~'~JS ~P®~~' 1ZEGISTER OF WILLS OF CUMBERLAND COLII~lTY, PENTISYL~~aNIa Name of Decedent: HEASTER TERRY E. Date of Death: October 24 , 2004 File Number: 2004-01050 D... ~ fr. D~ ~l ~' D, 1 r; 1 7 T , OI$ `lie f~lln~snna tiarit)~ ,-Psner.t fQ !`,l11'1'1t11P.tloll of the administration Of i uisuaii~ w i u. v.~ . l~uie v.._, . iep •'~ r--- r-- the above-captioned estate: 1. State whether administration of the estate is complete :.................... 0 Yes ~ No 2. If the answei is No, state when the personal representative reasonably believes that the administration will be complete: December 31 2008 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 [~ No 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? ............................... O :'es [~ No d. Copies of receipts, releases, joinders and approvals of foiznal or informal accounts nay be filed with the Clerk of the Orphans' Court and maybe attacized to this report. t. /~JK /~~j~ Dnle G IJ tr (J Signnture of Person h~ mgt is Forn2 ~d ~0~ u'~~'d~}ci~bWl~ l~fip~ S,MO ~G x~31~ SZ ~ZI did L- AO>~I BDOZ art ~ '; , : ti~t~''-;-? --.~_... Capacity: Personal Representative ~]X Counse] Peter R. Henninger, Jr., Esq. Nnme of Person Filing this Form Jones & Henninger, P.C. Add~•ess 339 West Governor Road , Suite 201 Hershey, RA 17033 717-533-7113 Teieplione ~~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 9/21/2009 c7 ~ HENNINGER PETER R C O ~ ~ .°o to :-) 339 WEST GOVERNOR ROAD STE 201 ,,,-°c~ i7 bS r r*i `~ ~'"'' ~ i~ -;7 HERSHEY, PA 17033 ~~'~ _ - "} ~~ _ -:~ TI ~ ~. f i~ :"7 ~ Vi ~ j N "? RE: Estate of HEASTER TERRY E File Number: 2004-01050 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/26/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farn er Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 9/21/2009 HEASTER MICHELE M CO ev ,°o `"~ rn 1004 GOODYEAR ROAD ~z~n- ~ " o ~'~: GARDNERS, PA 17324 > ~ CA N ~i ij S _,.7 ._i <J C _ - ~i .DD's _ " ~ ~'.. ~ ? m N RE: Estate of HEASTER TERRY E File Number: 2004-01050 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/26/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: HEASTER TERRY E. Date of Death: October 24 2004 File Number: 2004-01050 Pursuant to Pa. O.C. Rule 6.12, 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 ®No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: February 28 2010 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 ©No b. The separate Orphans' Court No. (if any) for the personal representative's account is: t.a <:?c~; u'. C~ ~ a`: i.~ ~.,, , ~_ r ;,~~ C~ ~` `vi ~_ c .~ C..~- '~y c, c. Did the personal representative state ar, account informally to the pazties in interest? .......... .... Yes ~No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and may be attached to this report Dnte_ ~?p/Q y N o.. 0 M d W 0 c., d ~~. ~~pc`? u cia cc-.-;. rJjSi a_ c_ o v S~gnnture of Person Fling this Fanrt Capacity: QPersonalRepresentative ®Counsel Peter R Henninger Jr Esg Nrtme of Person FiLng this Farm Jones & Hennin er P C Address 339 West Governor Road, Ste. 201 _- Hershey PA 17033 717-533-7113 Telephone ~'/ COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNYYLVANIA ORPHANS' COURT DIVISION Docket No: 21-2004-1050 IN RE: FIItST AND FINAL ACCOUNT OF MICHELE M. HEASTER, ADMINISTRATRIX FOR THE ESTATE OF TERRY E. HEASTER, LATE OF DICKINSON TOWNSHII', CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. AND PETITION FOR ADJUDICATION/STATEMENT OF PROPOSED DISTRIBUTION ORDER OF COURT AND NOW, this 24th day of November, 2009, the herein account is confirmed absolutely and distribution is decreed in accordance with the proposed schedule of distribution herewith. i.. f`1 ~ SI ~ '" '~~ ... _ _ ~ //_1-~~ ~ i V ' `~ f\ ll I ~ N \~~ ) .. - ~ u._ ~,- r ., :_ ~^~ _ , ~ ~ U 2 u a ~ N U RY TNF ('(1T iR T Cumberland ~~~.ri~y ~ ~~gster Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 .,. ~, ~~ ~ -;1 2QID SEP 23 AMItI ~ 59 CLERK Date : 9 / 2 2 / 2 010 ~Rp~~S CT ~~~~~L~d ~~~~. f 1~ HENNINGER PETER R 339 WEST GOVERNOR ROAD STE 201 HERSHEY, PA 17033 RE: Estate of HEASTER TERRY E File Number: 2004-01050 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULE, NO. 103 SUPREME COURT RULES DOCKET NO. 1; for decedents dying on o~ after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the R~g~~ter of Wills a Status Report of completed or uncompleted admini~t$~ation. This filing is due by: 10/26/2010 Please feel free to contact this office with any questions'~you may have. If you have already filed your Status Report, pleas disregard this notice. Sincerely, ', "'"~ ~~ / ~~~ L.~~~Ztf~GJ~'J~ Glenda Farner Stras~augh Clerk of the Orphan Court cc: File Personal Representative(s) __ i, Cumberland ~ts~~it~ ~~~s~er 0~ dills ___, One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 ~~~~<:~R~'r^~ ~`,_,.. r ,~f ;...CF l~~ `"_ , , ~ f-, ~ ~ ~,. ~~'~ J ~ ACS Va ;' ,'..:. ~~ 2Qi0 SEP 23 AM I I ~ S9 CLERK OF ORPHAN'S CQ~1RT CI.iMB~RL,A~1~ , PA Date: 9/22/2010 HEASTER MICHELE M 1004 GOODYEAR ROAD GARDNERS, PA 17324 RE: Estate of HEASTER TERRY E File Number: 2004-01050 Dear Sir/Madam: This notice is to serve, as a reminder that the Status Repot by Personal Representative under Rule 6.12 is due on the belota listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULE, NO. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on o~ after July 1, 1992, the personal representative or his counsel, `Ivithin two (2) years of the decedent's death, shall file with the Reg$.ster of Wills a Status Report of completed or uncompleted administtation. This filing is due by: 10/26/2010 Please feel free to contact this office with any questions~,you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strask~augh Clerk of the Orphans' Court cc: File Counsel R.EC1STEr-. L;= S'vsLLS Gr __._ cCIMBERLA~ CrL~:vTY, P._~?iSY'L~~'~~.~'i?. iva.n>.e of Decedei?t: TERRY E. HEASTER Date o; Death: October 26 , 2004 File i`lu:: ~oer:.l. 21-2004-105i~ i~i:riu3iit iv Pa. ~.C. C `ll~ ~` 1 ~, i, reNVi± t:'.e f.ll•;~J!:::j ts:itl? r?C ~?_- t~~ Cn1T~,t~`i(~n nj t ~', ~'7?:nljtt'3tlo!? Oi a~. v. a 1. ct L•~ ti?e above-captioned estate: i I 1. State whether administration of the estate is complete :.................... ~Y'es ~ No ®~I ~. if the anstivet-is ~,'o, state when the personal representative reasona~ly L-elieves tl;at the adtrinistrationwsll be complete: 3. If the answer to 1V'o..l is YES, state file follo~~,•inj: a. Did the personal representative pile a f nal~acceunt with the Court? ....... (~]YFes Q No b. The sep2rate Giphans' Court No. (if any) for tl:e person: l ' representative's account is: c. Did the personal representative slat:, an accolult informally to the parties in it?terest? .:.................:........... ' E], ~'c~s ~] No d. Copies of receipts, releases, joinders and approvals of folrr121 or informal acco:.li2ts',may be filed with the Cleric oi` the O:pl?ans' Court and may lie a~ ached to this repot~t'. a~« 9/24/2010 ~A L.L.. ~- _.. °C u ~ --- _ ~ LL :.1._ Q- ~~o - ~~ M t~ ;:,,~ ~= ~ ~ -s~ ~.~ ~ c : ~ w o ~ 4._ f L, O ~..~ N Capacity: ~]Persoral Representative ~aulhsrl Peter R. Henninger, Jr., Esq. f:rn:e of Prrsa~ Fifir.; this ra•w Hershey. PA~ 17033 ~~ 717-533-7113 Ie(e;.:~aia ~t° DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF TERRY E. HEASTER ,DECEASED No. 21-2004- L!]-SS' IU ~o Q,Q~ PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 <.-~ c ~ .: ~ -,.-~ -, .. ~ •, .--- - _7 ~, ~ . r.7 ~ ~°~ _... - > . _,., _::y '~ .: f ri - - "'> :,- r G~ Name of Counsel: Peter R. Henninger, Jr., Esquire Supreme Court I.D. No.: 44873 Name of Law Firm: Jones & Henninger, P.C. Address: 339 W. Governor Road, Ste. 201 Telephone: 717-533-7113 Fax: 717-533-7233 0 ro~~„roc-ni .~,~. in.i3.n6 Page 1 of 10 Estate of TERRY E. HEASTER ,Deceased 1. Name(s) and address(es) of Petitioner(s): ;ti,nnu,: Michele M. Hester ~~/~h.e,t: 1004 Goodyear Road Gardners PA 17324 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: N/A Is this the first accounting by this fiduciary? ..................... Q Yes ^ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on October 24, 2004 Letters Testamentary or /^ Letters of Administration were granted to Petitioner(s) on November 17.2004 Date of W ill (f applicable): N/A Date(s) of Codicil(s) (if applicable): N/A Date of probate (rf different from date Lette~•s granted): N/A Was a bond required? ^Yes Q No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ~ Yes ^ No Dates of advertising of the grant of Letters: ~ 2/24/04- 12/31 /04 and 0l /07/05 12/ 14/04, 12/21 /08, and 12/ 14/04 FbrniOC-0/ rer. 10.13.06 Page 2 of 10 Estate of TERRY E. 1-IEASTER Deceased 3. Was decedent survived by a spouse? ............................. ^/ Yes ^ No If yes, name of the surviving spouse: Michele M. Hester 4. Has the surviving spouse filed to take an elective share? ............. ^Yes /^ No (Sec Section 2201 el sue. gf~the P~°obate, Estales and Fiducia~~ies Code) [f yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): Emily M. Heaster Joshua P. Heaster 6. Did decedent marry after execution of Will or Codicil(s)? ... N~A..... ^Yes ^ No Were any children born to decedent after execution of Will or Codicil(s)? .................................. N~A ..... ^Yes ^ No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? .......................N~A .... ^Yes /^ No r~„~», oc-n! rer. !0.13.06 Page 3 of 10 Estate of TERRY E. f (EASTER Deceased Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. if Notice has been given, attach a copy of the Notice as well as a l ist of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Name and ,4ddress o/'Each Parm in /nleresl ~ Relationship and Comments. i/am~ ~ Inleresl Michele M. Heaster Spouse First $30,000 plus 1004 Goodyear Road 1/2 of remainder Gardners PA 17324 Emily M. Heaster 1004 Goodyear Road Gardners PA 17324 Daughter 1/4 of remainder Formoc-n~ re,~. io.~3.n~ Page 4 of 10 Estate ol. TERRY E. HEASTER . Deceased ti'unrr unrl arldre.e.c a/'liar lr !'nrh' nr lnk~rrs~ ~ Krlu~iunshi~r unJ l'onunrnl.e. it unr ~ ln~err.e~ .loshua P. Heaster I Son I 1/4 of remainder 1004 Goodyear Road Gardners PA 17324 B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identity the next of kin of such party, giving the name, address and relationship of each. Emily M. Heaster, DOB 10/31/98 Joshua P. Heaster, DOB 1 1/29/00 Michele M. Heaster, Surviving Spouse/Administratrix is mother and natural guardian of both minor children. Her address remains 1004 Goodyear Road, Gardners, PA 17324. C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O.C. Rule 12.;i). This is an insolvent estate. Administratrix, Surviving Spouse of deceased, is mother and natural guardian of the two (2) minors listed and there is no distribution proposed to any beneficiary. D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. N/A Farrar OC-01 rer. 10.13.06 Page 5 Of 1 0 F,state of TERRY E. HEASTER ,Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and ~Iddress n/'8ach C'lainrnnt ~Imotntl q/'CYaun ('lahn N'iR C'lainr Admitled'~ Be Paid In l•bll? TSYS Total Debt Management Inc 2,222.30 ©Yes ©Yes (Lowe's) ^No ~ No PO Box 6700 Norcross GA 30091-6700 Balogh Becker LTD 20,220.70 ^/ Yes ^Yes (Citibank South Dakota, NA) ^No QNo 4150 Olson Memorial Hwy, Ste. 200 Minneapolis MN 55422-4811 Balogh Becker LTD 5,873.98 DYes ^Yes Sears Roebuck & Co ^No ~/ No 4150 Olson Memorial Hwy, Ste. 200 Minneapolis MN 55422-4811 ^Yes ^Yes ^No Q No if the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S.~~' 3392 and the proposed payments. SEE ATTACHED 1 1. Was family exemption claimed? ................................ DYes ^No Was family exemption allowed? ................................ QYes ^No Family exemption claimant's name and relationship: Name: Michele M. Heaster R~latianshi/~: Spouse Form OC'-0/ rer. lll.13.11<i Page 6 of I 0 Estate of• TERRY E. FIEASTER Deceased 12. The amount of Pennsylvania Transfer Inheritance "fax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Dn~e Nai~nreni lideresl NONE 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ................... ^ Yes /© No (f yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: NONE B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? ........ N/A....... 0 Yes 0 No 15. [f Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. N/A r~,~,~,oc-ni ,-e,~. ~n.i3.n~~ Page 7 of 10 Estate of TERRY E. HEASTER Deceased I G. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes ~ No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. NONE B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? .... NSA...... ~ Yes ^ No 18. If a reserve is requested, state amount and purpose. An,ot,n~: NONE Pairpose: NSA If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ............................... N/A ..... ^Yes ^ No [f so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... ^Yes ~/ No As to real estate only? ........................................ DYes ONo ro~~~» o~~-ni ,-er. rn. X3.06 Page 8 of 10 Estate of TERRY E. HCASTER Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Disn•ibulee(•s) Amounl~Prnporlion NONE B. Principal: Proposed Dislribzzlee(s) AnzounG/Propoz•lion NONE Submitted By: v Nam~~df Petiti~yier~;'DGlichele M. Heaster Name of Petitioner: 1~~~•~„ oc-nl re,~. ln. l3.na Page 9 of 10 Estate of TERRY E. HEASTER .Deceased Veritfication of Petitioner The undersigned hereby verifies * that nE .,n~ she is ,;,~e Administratrix of the above-named „~„,~~ ~f~~~r>>~~u~~~n Estate and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. r,; Signature of Counsel for Petitioner r~,-,,.or'-ni ,-~,~. rn.13.o~ Page 10 of 10 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: DECEMBER 24, 31, 2004 & JANUARY 7, 2005 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Heaster, Terry E., decd. Late of Gardners. Administratrix: Michelle M. Hea- ster, 1004 Goodyear Road, Gard- ners, PA 17324. Attorneys: Peter R Henninger, Jr., Esquire, Jones & Henninger, P.C., 905 West Governor Road, Suite 330, Hershey, PA 17033. L' a Marie Coyn ,Editor SWORN TO AND SUBSCRIBED before me this 7 day of JANUARY 2005 Notary SCHEDULE SETTING FORTH ORDER OF PREFERENCE UNDER 20 Pa.C.S.A. §3392 1. The Costs of Administration a. Jones & Henninger, P.C. - Probate and Advertising Costs $ 588.57 b. Jones & Henninger, P.C.- Attorneys Fees $5,000.00 2. Family Exemption Michele M. Heaster $2,812.60 ($3,500.00 exemption, balance for Distribution after prepaid costs of administration) 3. Costs of Decedents Funeral Weidman Funeral Home ($9,457.80 paid by -0- Administratrix) 4. The Cost of a Grave Marker Gingrich Memorials ($4,678.00 paid by -0- Administratrix) 5. All other claims, including claims by the Commonwealth a. PNC Bank Mortgage ($114,719.24 lien on -0- deceased's real estate, assumed and paid by surrounding Spouse/Administratrix) b. Carlisle Area School District Real Estate Taxes -0- ($1,300.48 assumed and paid by Surviving Spouse/ Administratrix) c. Cumberland County and Dickinson Township Real Estate Taxes ($226.11 assumed by and paid by Surviving Spouse/Administratrix) d. TSYS Total Debt Management, Inc. -0- (Lowe's Credit Card, $2,222.30 e. Balogh Becker, LTD (Citibank South Dakota, N.A. credit card $20,220.70) -0- f. Balogh Becker, LTD (Sears Roebuck & Co. credit card $5,873.98) -0- TOTAL PREFERENCE ITEMS PAID $8,401.17 TOTAL NET ESTATE $8,401.17 BALANCE -0- $12yr ~41.0~ IN THE ORPHANS' COURT IN AND FOR THE COUNTY OF CUMBERLAND COUNTY ~ ,-, ..:, -=, AND THE STATE OF PENNSYLVANIA ~' :~ -, ESTATE OF TERRY E. HEASTER, DECEASED '~ `. r.'~ __} ;.,, NO. 21-2004->~a ~o '-~ ;,,, "~, ~~ __~~ .. .- c3 FIRST AND FINAL ACCOUNT OF MICHELE M. HEASTER ADMINSTRATRIX FOR ESTATE OF TERRY E. HEASTER, DECEASED Date of Death: October 26, 2004 Date of Executor's Appointment: November 17, 2004 Date of First Advertising: Accounting for the Period Social Security Number: Estate Administration Peter R. Henninger, Jr., Esq. 339 W Governor Rd., Ste. ZO1 Hershey, PA 17033 (717)533-7113 December 24, 2004 October 26, 2004 August 31, 2009 204-56-8711 Michele M. Heaster, Administratrix 1004 Goodyear Road Gardners, PA 17324 Purpose of Account: Michele M. Heaster, Administratrix offers this account to acquaint interested parties with the transaction that have occurred during her administration. The Accountant also indicates the proposed distribution. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with Peter R. Henninger, Jr., Esq., counsel for the estate. SUMMARY OF ACCOUNT Page Value Fiduciary Acquisition as of Value 05/16/2005 Principal Receipts 3 $ 124,647.00 Net Gain (Loss) on Sales or Other 4 Disposition/Principal Balance before Distributions Less Disbursements 5 Principal Balance on Hand 6 (116,245.83) 8,401.17 8.401.17 -0- Income Receipts Less Disbursements Balance Before Distributions Distributions to Beneficiaries 0.00 0.00 0.00 0.00 Income Balance on Hand Combined Balance on Hand 0.00 0.00 2 RECEIPTS OF PRINCIPAL Fiduciai y Acquisition Value Assets Listed In Inventory (Valued as of Date of Death) Cash and Cash Equivalents AFLAC medical payment $ 870.00 AFLAC Refund of premium 24.30 F & M Trust refund of overpayment 33.58 Series EE $50 Savings Bond issued 12/94 38.44 Series EE Savings Bond $100 issued 12/95 70.68 $1,037.00 Real Estate 1004 Goodyear Road Gardners PA 17324 1.19,900.00 Tangible Personal Property 1989 Chevy Silverado 600.00 1999 Chevy Venture 3,110.00 3,710.00 TOTAL INVENTORY $ ]24,647.00 GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS 04/01/05 1004 Goodyear Road Gardners PA 17324 Net Proceeds $ 3,654.17 Fiduciary Acquisition Value 119,900.00 (Transferred to Michele M. Hester, surviving spouse at a value of $119,900.00 subject to secured lien and taxes of $116,245.83 for a net value of $3,654.17.) 05/17/05 1999 Chevy Venture Net Proceeds 3,110.00 Fiduciary Acquisition Value 3,110.00 05/17/05 1989 Chey Silverado Net Proceeds 600.00 Fiduciary Acquisition Value 600.00 TOTAL GAINS AND LOSSES NET GAIN (LOSS) TRANSFERRED TO SUMMARY Gain $ 0.00 Loss (116,245.83) 016.245.831 $116.245.83 4 DISBURSEMENTS OF PRINCIPAL Reduction of Liability Nov.-Dec. 2005 Jones & Henninger, P.C. - Probate and Advertising Costs 4/4/05 Jones & Henninger, P.C. -attorneys fee 8/11/OS Jones & Henninger, P.C. -attorneys fee O1/17/OS Jones & Henninger, P.C. -attorneys fee 08/1 S/09 Jones & Henninger, P.C. -attorneys fee Jones & Henninger, P.C. Attorney's fees-From 11 /4/04 to date Priority (1)-20 Pa.C.S.A. 3392(1) 07/1 S/2009 Michele M. Heaster Partial Payment of Family Exemption -Priority (2) - 20 Pa. C.S.A. 3392(2) Weidman Funeral Home - Advanced by Michele M. Heaster Surviving spouse $9,457.80 Priority (3) - 20 Pa. C.S.A. 3392(3) Gingrich Memorials -Advanced by Michele M. Heaster, surviving spouse $4,678.00 Priority (3) - 20 Pa. C.S.A 3392(3) Jones & Henninger, P.C. Attorney's fees-From 11 /4/04 to date Priority (1)-20 Pa.C.S.A. 3392(1) S88.S7 2,500.00 1,750.00 67.50 1,182.S0 2,812.60 -0- -0- TOTAL DISBURSEMENTS OF PRINCIPAL $ 8,401.17 S RECEIPTS OF INCOME NONE TOTAL RECEIPTS OF INCOME -0- UNRESERVED NON-JUDGMENT EXPENSES ENTITLED TO PRO-RATA SHARE PURSUANT TO 23 Pa. C.S.A. §3392(6) AS FOLLOWS: UN-PRORATED DATE CREDITOR DESCRIPTION AMOUNT I. Balogh Becker LTD Credit Card Charges $20,220.70 (Citibank South Dakota, NA) 2. Balogh Becker LTD Credit Card Purchases $ 5,873.98 Sears Roebuck & Co. 3. TSYS Total Debt Miscellaneous Purchases $ 2,222.30 Management, Inc. (Lowe's) TOTAL UNRESERVED NON-JUDGMENT EXPENSES $28,316.98 PRORATED 0.00 0.00 0.00 0.00 6 DECLARATION OF ADM[NISTRATRIX Michele M. Hester, Administratrix of the Estate of Terry E. Heaster, deceased hereby declares under oath [penalties of perjury] that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have not been paid in full; that, claims are to be paid at a pro-rata basis, pursuant to Pa. C.S.A. §3392 (1) (2) (3) (4) and (6) and to her knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. SWORN and subscribed to by Michele M. Heaster this day of '- ~ , 2009 Notary Public Mi¢h'el~l~e~~ter, A~ifnistratrix of the Este e Terry E. Heaster, deceased .~s~r~i t~'.rE. `i~t ~ ;: i~46 1's ~.~i'" ~t~~E~,~ ~~~k~~dEA - ~~~it~ ~ AREAL SEAL ~tnar~da ~ea~dt~~r~~ :~hatfner, Notary Pubiic Touvn;tai~ of Je-ry, Dauphin County ~~Ey Commission expires May 5, 2011 7 IN THE ORPHANS' COURT IN AND FOR THE COUNTY OF CUMBERLAND COUNTY AND THE STATE OF PENNSYLVANIA ESTATE OF TERRY E. HEASTER, DECEASED NO. 21-2004-aes8~/D$Q ~~,~, CERTIFICATE MEMBER OF BAR AND NOW, TO WIT, this ~ ~ `~ day of OG-~~- 2009, this is to certify that the undersigned Peter R. Henninger, Jr., a practicing attorney and a member of the Bar of the Orphans' Court of Cumberland County, Pennsylvania, being familiar with the administration of the above-captioned Estate and having examined the items of credit and debit set forth and contained in the foregoing First and Final Account of Michele M. Heaster, Administratrix of the Estate of Terry E. Heaster, certifies that according to his knowledge, information and belief, all such items are true and correct without any exception whatsoever. BY: Peter R. enninger, r., Esquire JONES & HENNINGER, P.C. I.D. No. 44873 339 W. Governor Road, Ste. 201 Hershey, PA 17033 (717) 533-7113