HomeMy WebLinkAbout05-03-13 PETITION FOR GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Petitioner(s)named below,who is/are 18 years of age or older,apply(ies)for Letters as specified below,and in support thereof aver(s)the
following and respectfully requests the grant of Letters in the appropriate form:
Decedent's Information
Name: Lois Maxine Heise File No: 21 -13-� aJ��
a/k/a: �.Maxine Heise.a/k/a Maxine Heise (Assigned by Register)
a/k/a:
a/k/a: Social Security No: 299-56-3077
Date of Death: 04120/2013 Age at Death: 87
Decedent was domiciled at death in Cumberland County, pq (State) with his/her last
principal residence at 218 Messiah Circle,Mechanicsburg 17055 Upper Allen Twp. Cumberland
Street address,Post Office and Zip Code City,Township or Borough County
Decedent died at Messiah Village,100 Mt.Allen Drive Mechanicsburg Cumberland PA
Street address,Post Office and Zip Code City,Township or Borough County State
Estimate of value of decedenYs property at death: ' ' • ,'^ ���
'`` -• , '„
Ifdomiciled in Pennsylvania........................ All personal property $ �c r;,;; '�: ', . ' ; ;' ' `"�5;�00.00
Ifnot domiciled in Pennsy/vania................. Personal property in Pennsylvania $
If not domiciled in Pennsylvania................. Personal property in County $
Va/ue of rea/estate in Pennsylvania........... $
TOTAL ESTIMATED VALUE$ 195,000.00
Real estate in Pennsylvania situated at NONE �
* •
(Attach additional sheets,if necessary.) �� _. � � .
Street address,Post Office and Zip Code City,Townshi�i or BoroUgh County _
.�^•
QX A. Petition for Probate and Grant of Letters Testamentarv
Petitioner(s)aver(s)that he/she/they is/are the Executor(s)named in the Last Will of the Decedent,dated 03/22/2005 and Codicil(s)
thereto dated
�,�/� Renunciations signed b ' ' ' � �
�f j��P wo(2) aths o u scribing itness orms inc uded in probate. c`; ; e' � .•--
. ; � r t`.
(State relevant circumstances,e.g.,renunciation,death of executor,etC:� '- • � � � '
Except as follows:after the execution of the instrument(s)offered for probate,Decedent did not mar ,was not{�ivor��d,was not a party to a pending " j ' �',',.`f,
divorce proceeding wherein the grounds for divorce had 6een established as defined in 23 Pa.C.S.�3323(�,�M'ditl not have a child bom or ,_, ; �.
adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. '
QX NO EXCEPTIONS Q EXCEPTIONS
❑ B. Petition for Grant of Letters of Administration (If applicable)
c.t.a.; . .n.: . .n.c..a.:pe en e ite; urante a sentia; uran e m�non a e
If Administration,c.ta or d.b.n.c.t.a.,enter date of Will in Section A above and comolete�istr�heirs.
i '� i„s�
Except as follows:Decedent was not a party to pending divorce proceeding wherein the grounds for divot�e�i"ad ei1 lished as define�; %�"�
in 23 Pa.C.S.§3323(g)and was neither the victim of a kiliing nor ever adjudicated an incapacitated pers�csn? ,��',,� w � S"�"'�
�X NO EXCEPTIONS Q EXCEPTIONS � � � �
Petitioner(s),after a proper search has/have ascertained that Deoedent left no Will and was survived by the following spouE'L�t(if�yy"aAd heirs attach`-..�, `��
additional sheets,if necessary): � �, �— ��{; �'�i
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Oath of Personal Representative off�aa�use o��y
COMMONWEALTH OF PENNSYLVANIA }
} SS:
couNn oF Cumberland }
Petitioner(s)Printed Name Petitioner(s)Printed Address
Glen E.Heise 2 South 21st Street
Harrisburg,PA 17104
The Petition�r(s)abave-named swear(s)or affirm(s)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 th Decedent,Petitioner(s)will well and truly administer the estate according to law.
Sworn to or a irmed and ubscribed before � - � �-- � � SiL� Date 5 ) -
me � �d y of , �� 3 oate
By: Date
For th.e Register Date
BOND Required? ❑ Yes �No To the RegisterofWills:
FEES � Please enter my appearance by my signature below:
Letters............................................ $ -Ll(V.�� Attorney � nature:
c V���Snort Certificate(s).......... 5,Op '
c Z. )Renunciation(s)............... '(�, ��
c )Codicil(s).........................
( )Affidavit(s)....................... Printed Name: Gerald J Brinser
Bond.............................................. Supreme Court
Commission................................... ID Number: 09655
Other ,
��•�� Firm Name: Brinser,Wagner 8�Zimmerman •
(S•v� Address: 6 E.Main Street
�� � �C✓�� P.O.Box 323
Palmyra,PA 17078
Phone: 7171838-6348
Automation Fee............................. 5• Fax: 717/838-6912
JCS Fee......................................... .�
TOTAL........................................... $ , E-mail: gjbrin�aol.com
DECREE OF THE REGISTER
Date of Death: 04/20/2013
Social Security No: 299-56-3077
Estate of Lois Maxine Heise File No: 21 -13 •52,3
a/k/a: L.Maxine Heise,a/kla Maxine Heise
AND NOW, , �f�j ,in consideration of the foregoing Petition,
satisfactory proof having been prese d before m , T IS DECREED that Letters Testamentary
are hereby granted to Glen E.Heise
in the above estate and(if applicable)that the instrument(s)dated 03/22/2005
described in the Petition be admitted to probate and filed of record e last Will(and CQdicil(s))of Deced
l/�!� ,
Register of Wilis
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� LtJCAL REGISTRAR'S CERTIFiCATION C�F DEATH
WARNING: it is iilegai to duplicate this copy by photostat or photagraph.
Fee far this certificate, $6.0{} �`�'��� This is to certify that the infarmation here given is
���O��I�� t3t �,�,n�P`ZHOfpE°--.
��- ; ,�.r�� � N correctly copied from an original Certificate of Death
REGIS �._�, fl�- :>f � ys�-_
� o __ -- �; duly �led with me as Lc�cal Registrar. The origina1
�;1 �� ` �"� certificate will be fc�rwarded to the State Vital
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LOIS MAXINE HFJSE � � � � �
aka L. MAX/NE HEISE
aka MAXINE HEISE
I, LOIS MAXINE HEISE, aka L. MAXINE HEISE, aka MAXINE HEISE,being of
sound and disposing mind and memory, but ever mindful of the uncertainty of life, and desiring
to make such disposition of my estate as seems best to me, do make, publish and declare this to
be my LAST WILL AND TESTAMENT, hereby revoking all former Wills and Codicils by me
made.
ITEM I: I direct that all my legal debts and funeral expenses be
paid out of my estate as soon as practicable after the time of my
decease.
ITEM II: I give, devise and bequeath all of my estate, real,
personal and mixed, wheresoever the same may be situated, which
I may own or have the right to dispose of at the time of my
decease, equally among my Children, GLEN EDWARD HEISE,
LOIS ANNE CY�IMENHAGA, CAIZOL JEAN HEISE, MARK
ALAN HEISE and JANET ELAINE HEISE, share and share
alike ar to their lineal descendants, per stirpes.
If, pursuant to the above-referenced paragraph of this Item
II, any portion of my said estate shall become distributable to a
Grandchild who is then less than twenty-five (25)years of age, that
portion shall be distributed to the surviving parent of such child, in
Trust, for the benefit of such Grandchild, it being my intention that
a separate Trust shall be established and maintained for each
Grandchild who is less than twenty-five (25)years of age. In
administering each such Trust, the Trustees shall be guided by the
following terms, conditions and limitations as hereinafter set forth:
A. I hereby invest my Trustees hereunder with all powers
deemed by them necessary, without the necessity of prior
Court approval, to receive, hold and manage the property
constitutinb the Tr�,st estatPs herein established; t� retair.
any investments which I may have made during my lifetime
as suitable and proper investments for the Trust estates,
and of the funds thereof, for so long as they deem best; to
provide and receive the rents, issues and profits of the Trust
estates; to invest and reinvest and keep invested the
principal monies coming into their possession, together
,
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LOIS MAX E HEISE
PAGE 2 OF LAST WILL
AND TESTAMENT OF
LOIS MAXINE HEISE
with any accumulated income, irrespective of any law
limiting the investment of trust funds, including the use of
common trust funds, to determine whether money or
property coming into their possession shall be considered as
income or as principal or as partly income and partly
principal to charge or apportion expenses and losses to the
principal or income as they may deem just and equitable; to
compromise, settle and adjust any and all claims which may
be owing to, or owing by the Trust estates; to control,
maintain, improve, lease for any term irrespective of the
duration of the Trust, rent, exchange, sell, convey and
transfer at public or private sale, and without procuring an
order of Court, all or any part of the real or personal
property comprising the Trust estates, for such prices and
upon such terms as they shall deem advisable and to
execute and deliver proper instruments of conveyance and
transfer; to execute and deliver proxies, powers of attorney
and such other instruments as are incident to the holding,
control and voting of corporate securities or the sale or
exchange thereof; to make distributions wholly or partly in
kind; to create such reserves out of income, as in their sole
discretion may deem advisable, for depreciation,
obsolescence, amortization, or to insure the prompt
payment of taxes and other obligations, and to restore to
income such reserves as may be unused; and in general to
deal with the property comprising the Trust estates as fully
and freely as if they were the absolute owners of the same.
B. To pay to, or apply for the benefit of the person for
whom each individual Trust is created, so much or all of
the net income and principal of such Trust as my Trustees,
in their sole discretion, deem necessary or desirable for the
support, maintenance, health, education, comfort or general
welfare of said Trust beneficiary. Any balance of net
income not so paid or applied should be added to principal
annually.
C. In making payments or applications of income and
principal to or for the benefit of the beneficiaries under the
foregoing:
1. My Trustees are authorized to make such
payments or applications to and among the
beneficiaries, to the exclusion of any one or more of
them, in such amounts and in such shares and
proportions and at such time or times as my
Trustees may deem far the best interest of such
beneficiaries or any of them; and
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LOIS MAX �T��IEISE
PAGE 3 OF LAST WILL
AND TESTAMENT OF
LOIS MAXINE HEISE
2. No previous distribution of income or principal
should be taken into account by my Trustees
making any such distribution of income or principal,
immediate or final.
D. When each person for whom a Trust fund has been
created attains the age of Twenty-five (25) years, said
Trustees shall pay to him or remaining balance of his or her
share in such Trust. If during the administration of this
Trust, the person for whom a Trust has been created shall
be deceased, I hereby give, devise and bequeath the
remaining balance of the Trust to his or her lineal
descendants, per stirpes, the same to be theirs, absolutely
and in fee simple, provided, however,that said Trustees
shall pay to said lineal descendants their proportionate
share of their Trust when each of them attains the age of
Twenty-five (25) years. If there should be no living issue
of such person, then the Trustees shall thereupon distribute
the principal and any accrued income remaining after the
payment of taxes, debts and expenses to the person or
persons then living who would be entitled to receive
distribution of my estate had I died intestate at that time,
such persons and the proportions each receives to be
determine� iii accordance with the laws of descent and
distribution then in force and effect in the State of Ohio.
Making distribution under the foregoing provisions, the
Trustees may act on the information as evidence available
to them and any distribution made by them in good faith
and on evidence they may obtain from members of my
family or collateral relatives shall be a full discharge and
acquittance to the Trustee in performance of this Trust, and
any person feeling aggrieved by such distribution shall
pursue his or her remedy, if any, against the distributes and
not against the Trustees.
E. The Trustees named herein shall not be liable for the
exercise of any discretion or power hereunder or mistake
or error of judgment, nor shall any Trustee be answerable
for the acts or default of any other Trustee or Trustees, or
otherwise in connection with said Trust except for any of
Trustees' own dishonesty or willful breach of the Trust.
F. I request that no bond be required of my said
Trustees.
ITEM III:_ I make, nominate and appoint DALE McNELLY, to
be the Executor of this my LAST WILL AND TESTAMENT,
.,
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LOIS MAXINE HEISE
PAGE 4 OF LAST WILL
AND TESTAMENT OF
LOIS MAXINE HEISE
hereby authorizing and empowering my said Executor or his
successor, to compound, compromise, settle and adjust all claims
and demands in favor of or against my estate; and to sell, at private
or public sale, at such prices and upon such terms of credit or
otherwise, as he may deem best, the whole or any part of my real or
personal property, and to execute, acknowledge and deliver deeds
and other proper instruments of conveyance thereof to the
purchaser or purchasers.
In the event of his death, incapacity or refusal to act, I nominate
and appoint JOY McNELLY as such Executrix. In the event of
JOY McNELLY's death, incapacity or refusal to act, I nominate
and appoint GLEN EDWARD HEISE as such Executor. I
request that no bond be required of my said Executor or his
alternates.
IN WITNESS WHEREOF, I have hereunto set my hand at Greenville, Ohio, this
22nd day of March , 2005.
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LOIS MAXINE HEISE
Signed by the said LOIS MAXINE HEISE and by her acknowledged to be her LAST
WILL AND TESTAMENT, before us and in our presence, and by us subscribed as attesting
witnesses in her presence and at her request and in the presence of each other this 22nd day of
March , 2005.
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OATH OF SUBSCRIBING WITNESS(ES)
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
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Estate of Lois Maxine Heise �_, De�ased� �
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Cynthia S.Squillante(Delk) � � ,.-, � -+-� �"E
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(each)a subscvib�witness�t,o ��= n
(PMt Name/s) � '°" E �
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the ❑x Will ❑ Codicil(s)presented herewith, (each) being duly qualified according to law,depose(s)anc�
say(s)that she/he!they was/were present and saw the above Testator/Testatrix sign the same
and that she/he/they signed the same and that she/he/they signed as a witness at the request of
the Testator/Testatrix in his/her presence and in the presence of each other.
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r�n81u Cynthia . uillante(Delk) �sre�e'U��
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rst�eer.wuress, rscreer avaress,
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(Gly,State,Zlp) -� (City,Stafe,Zip)
Executed in Reg/ster's Office Executed out of Register's Office
Sworn to or affirmed and subscribed Sworn to or affirmed and subscribed
before me thi� day before me thi� 2 5 th day
of , of April 2013
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Deputy for Register of Wills Notary Public
My Commission Expires: 1 0/8/2 01 7
(Slgnature and aea �� r officlal quallfied to
administer oaM`�. on ot Notays oommission.) •
��?.� ;�; CAROI K.SIMON3
=' ' ' '= Notary Publio-State of Ohio
'•�'�' ,•�,�.`�� My Comm. Exp. 10-08-2017
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NOTE: To be taken by Officer authorized to administer oaths. Please have present the original or copy of instrument(s)at iime of notarization. :
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OATH OF SUBSCRtBING WITNESS(ES)
REGISTER OF WILlS OF CUMBERLAND COUNTY, PENNSYLVANIA '
Estate of Lois Maxine Heise , Deceased
Carol A.Engelken
(each)a subscribing witness to
(Pr6H Nerne/SJ "`'� �
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the � Will ❑ Codicif(s)presented herewith, (each)being duly qualified according to law,�p�(s)anc� 'G? Q
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say(s)that she/he/they was/were present and saw the above Testator/Testatrixr"�-.s��sa� �^�} yy�
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and that she/he/they signed the same and that she/he!they signed as a witness�th�re'�uest� �; �
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the Testator/Testatrix in his/her presence and in the presence of each other. i::: � �, -�`� �a
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Sheef AddressJ ' � (SheaP Aaldress)
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Execated in Register's Offlce Executed out of Reglster's Offlce
Sworn to or affirmed and subscribed Sworn to or a�rmed and subscribed
before me thi� day before me thi� �S th day
of , af April 2013
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Deputy for Register of Wifls Notary Public
My Commission Expires: 1 0/8/2 01 7
(Slgneture
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aA'nlMet' ��� 7qilfell0n of NOteys commlss(dt.).
CAROL K.SIMONS
'� � � '" Notary Public-Stste of Ohio
,�'' ,0.�•`�.� My Comm.Exp. 1Q08-2017
'��''���OF .•.
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NOTE: To be taken by Officer authorized fo administer oaths. Please have present the origina�or coQy of instrumeM(s)at time of notarizatlon.
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RENUN�IATIC►N �
REGISTER{3F 1NI��S C1F CU�BERLAND C{}CiMTY, PENNSY[.VANtA
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Estate of Lois Maxine Heise �, � ,De�se� �
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�� Jay McNelly ,in my capacityl�Iat"i"'alnship a� u-s �
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Alternate Ex�cutor of the above Decedent, hereby renounce the right to
administer the Estate of the Decedent and respectfully reques#that Letters be issued to
Glen 6.Heise,son of Decedent
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F.arecuted 1n Re,gister`s Offfce Executed out of Reg/st�rs t}fiflce
Sworn ta or affirmed and subscribed Before the undersigned personaliy appeared the
before me thi� �� party executing this renunciation and certifled
Y #hat he or she executed#he renunciation for the
o� , purposes stated within on thi�__�.�__day
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RENUNCIATIC}N
REGISTER l�F WI�LS t}F CUMBERL.Al�iD CC}UNTY, PENNSYl.VANIA
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�, Dale McNelly ,in my capacitytrel�ionship"�� '�� +r,+
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Executor of the above Qecedent, h re eby renounr��he right to
adminisker the Estate af the Decedent and respectfully reques#that Letters be issued to
Glen E,Heise,son of Decedent
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F_i�t�uted in Re�3ster's�ce F.atecuted ouf of Re,gtster`s t3fffce
Swom to or aifirmed and subscribed 8efore the undersigned personaily appeared the
pa�y executing this renunCiation and Certified
before me this day that he or she exee��ted the renuncia" n for the
of purposes stated within an this '_�ay
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