HomeMy WebLinkAbout09-10-13 ---� REV-1500�`�021' 1505610143
�'►�"
OPPICIAL U3E ONLY
PADepartmentotRevenue pennsyhania counrycoae vee� FnaN�ne��
Bureau of Individual Taxes �E�•^TME�*�F^E�+�E
ao eox.2aoso� INHERITANCE TAX RETURN Z 1 13 0 0 5 2 3
Hartisburg,PA 1712&0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date oi Death Date of Birth
04 20 2013 12 23 1925
DecedenPs Last Name Suffix DecedenYs First Name MI
HEISE LOIS M
(If Applicable)Enter Surv'rving 3pouse's Information Below
Spouse's Last Name Suffix Spouse's Firsl Name MI
Spouse's Social Securiry Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1. Onginal ReNrn ❑ 2. Supplemental Retum � 3 Remainder Retum(Oate ot Death
�Prwrto 12-73-82)
� 4. Limitetl Esfate � 4y.Future Inleresl Compromise � 5. Federal Estate Tax Retum Required
(dete of tleaM etter 1Y-12AY)
� g, DaceEml DieE Teriete � � DeceGent Mainfeinetl e Livinq Trus[ � 8. Total Number of Safe Deposit Boxes
(AtteU CoPY ot VJNI) . (AHaU CapY M Trusp
� 9. Litigation Proceads Receive0 ❑ �������PZ 31 91 a d�ti De95of Death ❑ ����A�h 3chedule Oj Sec.9113(A)
CORRESPONDENT-THIS SECTON MUST BE COMPLETED.ALL CORRE$PONDENCE AND CONFIDENTWL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytlme T�hone Num4pr; �.,.,x
GERALD J BRINSER 717 �+'3�? 634��' 'r � ''�'
tn -' ;, r :::,
�.; ,,
REGIS�QF WILLS�LSE ONLY '��
Yl'1 ��
vn (J`) .... ...,
First Line of Address ,.-� �,,,� ^��� , ,,.,
6 E MAIN STREET i �_: ' '
. � ..
Seeond Line of Addreu "'u —�� � ��'' � ���
PO BOX 323 � � "' -;i
DATE FILED
Ciry or Post�ce SWte 21P Code
PALMYRA PA 17078
Corcespondent's e-mail address: 91 b f I II�80I.C OIII
Untler penal�es of peryury,I dedare Nat I have examined this reNm,induding accompanyi.np schedules and atatements,and to the beat of my knowledge and belief,
it is true,conect anA complete.Dedaration of preparer other than Me personal represenfatrve is baseO on all informatlon of which preparer has arry knovAedge.
SIG URE Of PERS N RESPONSIBLE FOR FILING RETURN DATE
� �Ey�, Glen E. Heise �j � 1� 13
nooaess
2 South 21st Street, Harrisburg, PA 17704
SIGNATU F PREPARER OTH T EPRESENTATIVE pATE
� �,, Gerald J Brinser �' /u//�
ESAYtl���
Brinser Wagner 2immertnan
6 E. MaEn Street, Palmyn,PA 17078
Side 1
� 1505610143 150561�143 J
�
� 1505b1U243
REV-1500 EX
Decedenfs Social Secunry Number
o�wraxsr�: HEISf, 1013 111AXiNE
RECAPITULATION
t. Rea!Estate(Schedule A)...................__..............._.................................................. �.
2. Stacks and Bonds(Schedule B)............................................._............_......_.......... 2.
3. Ctoseiy Hetd Carporation,Partr�ership or Sole-ProprietorshiP fSchetlule C).......... 3.
4. Mortgages 8 Nales Receivable(Schedule D).......................................................... 4.
�. c�sn,aa�k oe�osas a r�isceiaa�eo�,s Personai Pror�nr(scneame e}................ s. 4 2 6 , 113 . 9 b
6. Jointly Owned Prbperry(Schedule F) [] Separale Billing Requested............. 6.
Z Inter-Vivos Transfers&Miscellaneous Non-Probete Praperty
tscneame c} p separata ail�ing rzequested............. �. 6 31 , 8 7 3 . 3 2
8. ToGal 6ross Asseb(tolal Lines 1 through 7)..._..._..........................___.......,,....... 8. 1 , 0 5 7 , 9 8 7 . 2 7
� --- .� . ___�
9. Furrerai Expenses and Administrative Gosts{Schedule H}._................................_ 9. 2 8 , 3 5 2 . 14
10. Debts of Decedent,Mortgaqe Liabilities and Liens(Schedule p..............._...,,,,..... 10. $ � 1�'� ' 8�
t i. 7ata1 DeducUOns{fiota!Lines 9 and 10).................._............................_......__...... i i. S 6 , 5 2? . 0 1
12. Nek Value of Esteta(Line 9 minus Line 11)............................................................. 12. 1 � 0$1 , 4 6 0 . 2 6
�3. CharitabVe and Govemmen#ai�slSec 9193 7rusts for whioh
an eleciion to tax has not 6een made(Scheduie.1}................................................. 73.
14. Net Value SubJect W Tax(Line 12 minus line 13)..........._........_.......................... 14. 1 , 0 21 , 4 6 0 . 2 6
TAX COMPUTATION-SEE INSTRUG7WN$FQR APPlICABi.E RAtE3
� 15. Am4unt of Lina 14 taxabie
at the spousal tax rate,or
transfers under Sec.9116
(a)(12}R,06 16�
16. Amount of Line 14 t2xable
at Iineai rate x oa5 1 , 0 21 , 4 6 0 . 2 6 �6 4 5 , 9 6 5 . 71
17. Amourtt of line tA taxable
at sibii�g rate X ,jp �7�
18. Amqunt of line 14 taxable
at oolleteral rale X .15 18�
1S. 7AX DUE.__.................__....._..........._....._._......_...................._........._._...--_.._..... 19. +�� i g�� . �7 1
2Q. FlIL IN THE OVAI.tF YW ARE REQUES'€ING A REfi1NC}t3F AN flVERPAYN�NT. �
Sid@ 2
� 1505610243 150561�243 �
REV-1500 EX Page 3 File Number 21 - 13 - 00523
DecedenYs Complete Address:
Heise, Lois Maxine
STREETADDRESS
278 Messiah Circle
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
t. rax Due(Page 2,Line�9) (�) 45,965.71
2. Credits/Payments
A. PriorPayments 40,000.00
B. Oiscount 2,10 5.2 6
Total Credits(A +B) (Z) 42,7 05.26
3. Interest
(3) 0.00
q. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (q�
Check box on Page 2,Line 20 to request a refuntl
5. If Line t +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 3,860.45
Make Check Payable to: REGISTER OF WILLS, AGENT.
. � �'''i;.;. . ., 7.. , .�. �_ ....• �. :. � .... .. � s nrn'�,�i��s� e`� � ��Z��tt�°�,,�cu`.;
PLEASE ANSWER THE FOLLOWiNG QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
t. Did decedent make a transfer and: Yes No
a. retain the use or income ot fhe property transferred:.................................................................................. x
b. retain the right lo dry ignate who shall use the property transfeved or its income:....................._............. � X
c. relain a reversiona interest:or..................................................................................................................
d. receive the promise for life of either payments,benefds or care?.............................................................. x
� 2. It death occurced after Dec. 12, 1962, did decedent transfer pmperry within one year of death without
receiving adequate consideration?....................................................................................................................... ❑ �
3. Did decedent own an"in trust foi' or payable upon tleath bank account or security at his or her death?......... � �x
4. Did decedent own an individual reti2ment account,annuity,or other non-probate property which
contains a beneficiary designation?...................................................................................................................... ❑x ❑
IF THE ANSWER TO ANY OF THE ABOVE�UESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OP THE RETURN.
'. ;.
, . • . .�.: . .. . . __ ._ � , .. rc
For dates of death on or after JuI�1, 1994 and before Jan. t, 1995,the tax rate imposed on the net value ot transfers lo or for the use of the surviving
spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after January 1,1995,the tax rate imposed on lhe net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.7)(ii)]. The statute dces not exempt a lransfer to a surviving spouse from tax,and the statutory requirements for disclosure ot
assets and filing a tax reiurn 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 transters from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parenl,or a slepparent of the child is 0 percent[72 P.S.§9116(a)(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 percent,except as noted in
[72 P.S.§9116(a)(1)1.
•Tne tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is�2 percent[72 P.S. 9116(a)(1.3). A
sibling is defned under Sedion 9102,as an individual who has at least one parent in common with the decedent,�ether by bloo�or adoption.
-� pennsylvania SCHEDULE E
� DEPARTMENTOFREVENUE CASH
,N„ER„AN�ET,xRET�RN , BANK DEPOSITS AND MISC.
ResmeNr�eceoeNT PERSONAL PROPERTY
FILE NUMBER
ESTATE OF Heise, lois Maxine � 21 - 13-00523
Include the proceeds of litigation and the date the proceeds were received by the estate.All property jointly-owned with the right of
survivorsh�p must be disclosed on schedule F.
ITEM VALUE AT DATE OF
NUMBER DESCRIPTION
DEATH
1 Edward Jo�es- Mutual Fund Account#452-02898 295,000.46
2 Brethren In Christ Foundation -Thrift Accumulation Plan (TAP), Account#1085 13,260.06
(Includes accrued interest of$5.44)
3 Brethren In Christ Foundation - Prorated Charitable Remainder Unitrust Payment 372.71
4 PNC Bank -Checking Account#5113746194 3,977.54
(Includes accrued interest of$ .O6)
5 Brethren Retirement Community-Refund of Apartment Equity 46,022.85
6 Ohio State - Income Tax Refund 153.00
7 CNA- Prorated Premium Refund 1,993.40
8 Verizon - Refund 21.46
9 AFLAC - Premium Refund 2,596.75
10 Waddell& Reed Financial Advisors - Individual Account#19291681 22,304.73
11 CNA- Return of Premium Rider 36,347.43
12 Miscellaneous Coins -Sale Proceeds 3,628.77
13 Small Stamp Coliection -Sale Proceeds 25.00
14 Mid-Kansas Cooperative 384.92
15 Miscellaneous 24,g7
TOTAL(Also enter on Line 5, Recapitulation) 426,173.95
aev-�s�a ex+{oe-asa
�; pennsylvania
- D6PAftTMEM`OFREVENUE SCHEDULE G
lNHERI7ANCETAXRETUftN INTER-VIVOSTl2ANS�'�RS8�
a�S�oE�o�cEOe�r M18C, NON_pROBATE PROPERTI
ESTATE OF Heise, Lois Maxine FILE NUMBER
21 -13-4Q523
This schedule must be completed and filed if khe answer ko any of questions 1 through 4 on page P is yes.
ITEM DESCRIPTIONOFPR�PERTY p,y7�QFDEATH %� IXCEUSi6h
NUMBER tncWaemaname�u�etransteree,meirretationshiptoaeceqeert vn�vEOFassEr ��S TAXASCEVP+Ct1E
and Ihe datc ot transter. Ailach s cvpy ot tl�a dead for reai natab. ��RE� OF APPUCAOLE�
1 Met Life -Single Premium Deferred Fixed Annuity, 3o,2so.s� 100% 30,260.97
Contract No. 4001 t 96258,with chiidren narned as
beneficiaries.
2 EdwardJones-IRAAccount#452-9QQ64,with so1,s�2.ss �pp% 601,812.35
chiidren named as beneficiaries.
TOTAL(Also enter on line 7,Recapitulatlon) 637,873.32
REV-1611 E%+�10-09)
,:�: pennsylvania '-rn SwC,F�EyDpU�LE�HC w,^
� DEPARTMENTOFREVENIJE F�Mry��IV�I�+L�G�N���/C�/S�`F1�1V�
INHERITANCE TAX RETURN f'1LJI���J 1��F1�1�J�71 J
RESIDENT DECEDENT
FILE NUMBER
ESTA7E oF Heise, Lois Maxine 21 - 13-00523
DecedenYs debts must be reported on Schedule I.
ITEM
NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT
A• 1 Zechar Bailey Funeral Home (Ohio) 7,173.30
2 Cocklin Funeral Home (PA) 4,142.60
3 Messiah Lifeways- Memorial Service Meal 884.04
4 Glen Heise- Memorial Service Meal 82.88
5 Organist& Memorial Service Honorariums 350.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name oi Personal Representative(s)
Street Address
City State Zip
Year(s)Commission Paid
2. Atlorney's Fees Brinser, Wagner&Zimmerman --Gerald J. Brinser 15,000.00
3. Family Exemption: (It decedenYs address is not the same as claimanYs,attach explanation)
Claimant
Street Address
Ciry State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills (Ltrs. Pd. $260.00 = $100,000-$200,000) 368.50
5. Accountanfs Fees �
6. Tax Return Preparer's Fees
7. Other Administrative Cosis
1 Register of Wills-Additional Cost of Letters 150.00
TOTAL(Also enter on Iine 9, Recapitulation) 28,352.14
ScF�dWe H
Fuieral Etq�er�ses&
COMMONWEAITH OF PENNSVLVANIA
INHERITANCETA%RETIIRN ���(�
RESIDENT DECEDENT
ESTATE OF Heise, Lois Maxine FILE NUMBER
21 - 13 -00523
2 Cumberiand Law Journal- Legal Advertising 75.00
3 The Sentinel- Legal Advertising 125.82
Page 2 of Schedule H
.� pennsytvania SCHEDULE I
qFPARTMENTOFREVEN08 DEBTS OF DECEDENT ■r/'� /!��+
INHERITANCETAXRETURN p ItIVRTGAVG
RES'°="TOE�E�"T ( t�lAB1�ITIES 8� L1ENS
_ �
FIL£NUMBER
EsTA'fE oF yeise, Lais Maxine ` 21 - 13-a0523
Report debts iocurred by tk�e decedent prior to death that remained unpeid at fhe date of death,inGuding u�reimbursed medicai expensss.
�=E� DESCR(PTION AMOUA#T
NUMBER
1 Outstanding Checks Cleared After Qeath 3,462.16
2 �uantum imaging 10.50
3 Verizon-Phane 38.33
4 PA Department of Revenue- 1st Quarter Eskimated Tax 150.00
5 Riverside Anesthesia 53.94
6 Centrai Medicai Equipment 35A7
7 Messiah Lifeways @ Messiah Villege 3,899.87
8 Pinnacte Heafth Medicai Graup 136.45
9 AIeR Pharmacy 17.83
10 Capital Area Health Assac. 370.32
TOTAI.(Also enter on Line 10,RecapltuiaUon) 8,174.87
REV-1513 EX+(01-00)
�;n� pennsylvania SCHEDULE J
�� DEPARTMENTOF REVENUE
WHERITANCE TAX REfURN BEN E FICIARI ES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Heise, Lois Maxine
21 - 13-00523
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVINGPROPERTY DoNOtLIBtTrusteHs)
I, TAXABLE DISTRIBUTIONS[include outright spousal
distnbuhons and trarrefers
under Sec.�116(a)(1.2)]
1 Glen E. Heise Son 1/5 Schedule G; 1/5 204,292.06
2 South 21st Street Residue
Harrisburg, PA 17104
2 Lois S. Climenhaga Deughter 1/5 Schedule G; 1/5 204.292.06
117 Greenwood Street Residue
Steinbach, Manitobe
Canada RSG 2C3
3 Carol Heise Daughter 1/5 Schedule G; 1/5 204,292.06
2120 Paseo Del Prado Residue
Albuquerque, NM 87104
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate.
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET O.00
REV-0573 EX+(0740�
;�u;f,�,3 pennsylvania SCHEDULE J
�� OEPARTMENTOFREVENUE
iNHeRRnNCern�cReruaN BENEFICIARIES continued
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Heise, Lois Maxine 21 - 13-00523
NAME AND ADDRESS OF PERSON 5 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER RECEIVINGPROPERTY � � oo�oeu�DENT�S, (Words) ($$$)
I� TAXABLE DISTRIBUTIONS[include outright spousal
distnbu4ons,and transfere
under Sec.9116(a)(7 2)]
4 Mark Heise Son t/5 Schedule G; 1/5 204,292.06
1113 Temple Road Residue
Pottstown, PA 19465
5 Janet H. Green Daughter 1/5 Schedule G; 1I5 204.292.06
6679 Corte Maria Residue
Carlsbad, CA 92009-5916
Page 2 of Schedule J
�� �xll �z�.� C`�.e�#r�n�n�
OF �^
�/�
LO/S MAXINE HOSE �``�`�
G'`;!�
aka L MAXINE H9SE
aka MAXINE HOSE
I,LOIS MAXINE FIEISE,alce L.NIAXINE 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 6est to me,do make,publish and declaze this to
be my LAST WILL AND 1'ESTAMENT,hereby revoking all foaner Wills and Codicils by me
made.
IT'EM I: I direct that all my legal debts and funeral e�cpenses 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,wluch
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 CLIMENHAGA,CAROL JEAN HEISE,MARK
ALAN HEISE and JANET ELAINE HEISE,shaze and share
alike or to their lineal descendants,per stirpes.
If,pursuant to the above-referenced pazagraph of this Item
II,any portion of my said estate shall become distributable to a
Grandchild who is[hen less than twenty-five(25)years of age,that
portion shall be distributed to ttre surviving pazent of such child,in
Trust,for the benefit of such Grandchild,it being my intention that
a sepazate 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 limitaflons as hereinafter set forth:
A. I hereby invest my Trustees hereunder with all powers
deemed by them necessary,without the necessity of pdor
Court approval,to receive,hold and manage the proper[y
constituting the Trust estates herein established;to retain
any invesiments which I may have made during my lifetime
as suitable and proper inves[ments for the Trust esfates,
and of the funds thereof,for so long as they deem best;to
provide and receive the rents,issues and profits of the Trust
!
PAGE 2 OF LAST WILL
AND TESTAMENT OF
LOIS MAXINE FIEISE
with any accumulated income,irrespec[ive of any law
limiiing the in�eshnen[of frust funds,including the use of
common trust funds,to determine whether maney or
proper[y coming into tlieir possession shall be consideted as
income or as principal or as partly income and partly .
principal to chazge or apportion expenses and losses to the
principal or income as they may deem just and equitable;to
comproause,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
h�ansfer ai public or private sale,and without procuring an
order of Court,all or any part of the real ot personal
property comprising the Trust estates,for such prices and
� upon such temis as they shall deem advisable and to
execute and deliver proper inshwnents of conveyance and
7ansfer;to execute and deliver proxies,powers of attomey �
and such otl�er instmmenu as aze incident to the l�olding,
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 insute the prompt
payment of[aaces and other obligatioas,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
azid 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 uecessary or desirable for the
support,maintenance,health,education,comfort or general
welfare of said Trust benr.ficiary. Any balance of net
income not so paid or applied should be added to principal
anmially.
C. In making payments or applicarions of income and
principal to or for the benefit of the beneficiazies under the
foregoing:
1. .My Trustees aze 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 shazes and �
proportions and at such time ot times as my
PAGE 3 OF LAST WILL
AND TESTAMENT OF
LOIS MAXINE HEISE
2. No previous distribution of income or principal
should be taken into accourt 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)yeazs,said
Trustees shall pay to him or remaining balance of his or her
shaze in such Trust. If during the adminis4ation 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 stitpes,the same to be theirs,absolutely
and in fee simple,provided,however,that said Tmstees
shall pay to said lineal descendants their proportionate
shaze of their Trust when each of ihem attains Ihe age of
Twenty-five(25)yeazs. If there should be no]iving issue
of such person,then the Txustees 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
dishibution of my estate had I died intestate at that time,
such persons and the proportions each receives to be
determined in accordance with the laws of descent and
� distribution then in force and effect in the State of Ohio.
Making dishibu6on undar the foregoing provisio�s,the
Trustees may act on the information as evidence available
to them mmd 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 dischazge and
acquittance to the Trustee in performance of this Tmst,and
any person feelutg aggrieved by such distribution shall
pursue his or het remedy,if any,against the distributes and
not againstthe Trustees.
E. The Ttvstees 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
PAGE 4 OF LAST WILL
AND TESTAMENT OF
LOIS MAXINE FIEISE
hereby authori2ing and empowering my said Executor or his
successor,to compound,compromise,settle and adjust all clauns
and demands in favoc 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,aclrnowledge and deliver deeds
and other proper ins4uments of conveyance thereof to the �
purchaser or purchasers.
In the event of his death,incapaciTy or refusal to act,I nominate
� and appoint dOY 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
altemates.
IN WITNESS WHEREOF,I have hereunto set my hand at Greenville,Olilo,this
22nd �y of March 2005.
r�—��.•ya��� � i
—�.�<��
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 reqnest and in the presence of each other tlus 22nd day of .
n�arrh ,2005.
� ' ���-:�-- ��:�..,�:��. � -
ct,,:�' residing at
!t.h2��t%,Q(�t,rC residing at ytu�i y!c2Q,.'a� c�n. �
COMMON\NEAL?N OF oENNSVLVANIA REV-1162 EX(11-96)
�EPARTMENT OFqEVENUE
BUREAU OF WOIVI�UAL TAXES
DEPT.280601
HARRISBUFG,PA 1�1 28�06�1
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 017897
HEISE GLEN E
2 SOUTH 21 ST STREET
HARRISBURG, PA 17104
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
------- ,o�d
---------- ----
� 528,000.00
ESTATE INFORMATION: ssN: z99-56-307� �
FILE NUMBER: 2713-0523 I
DECEDENT NAME: HEISE LOIS MAXINE �
DATEOFPAYMENT: 07/18/2013 �
POSTMARK DATE: 07/17/2013 �
CouNTV: CUMBERLAND �
DATE OFDEATH: 04/20/2013 �
�
TOTAL AMOUNT PAID: 528,000.00
REMARKS: RCPT TO ATTY
CHECK#424
INITIALS: D61
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WIILS
flEGISTER OF WILLS
COMMONWEAL'N OF PENNSY!VANIA REV-7162 EX�11-96) �
�EPARTMENT OF REVENUE
BUP[AU OF MDIViDGAL TnXES
�EPT.28060�
HARR156URG,PA 1]128-0801
PENNSYLVANIA
RECEIVEO FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 017898
HEISE GLEN E
2 SOUTH 21 ST STREET
HARRISBURG, PA 17104
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
_"'___ �aia
_"___"_ _'__'__
� S 12,000.00
ESTATE INFORMATION: SSN: 299-56-30�� �
FILE NUMBER: 211 3-0523 �
DECEDENT NAME: HEISE LOIS MAXINE �
DATEOFPAYMENT: 07/18/2013 �
POSTMARK DATE: 07/17/2013 �
COUNTY: CUMBERLAND �
DATE OF DEATH: 04/20/2013 �
�
TOTAL AMOUNT PAID: 512,000.00
REMARKS: RCPT TO ATTY
CHECK# 119
INITIALS: DB1
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
PEGISTER OF WILLS
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BICF
Brethren in Christ
FOUNDATION Financial Services forFaithful Stecc�ards
POST OfPICE BOX 29P
431 GRANTHAM ROAD MayZ4� 2�13
GRANTH�AM, PA 17027 .
Mr. Gerald J. Brinser
Brinser, Wagner&Zimmerman
P.O. Box 323
Palmyra, PA 17078
RE: Lois Maxine Heise
SS#: 299-56-3077
Dear Mr. Brinser:
At the time of her death on Apri12Q 2013,Maxine Heise had two different accounts with the Brethren
� in Christ Foundation. The Thrifr Accumulation Plan(TAP)Account,#1085,had a balance of
$13,254.62 as of Mrs. Heise's death. The accrued interest was$5.44 with a total date of death value
of$13,260.06. There aze no joint owners or beneficiazies on the account.
The Foundation also holds the L. Maxine Heise Charitable Remainder Unitrust with a date of death
value of$109,467.18. A pro rata payFnent of$372.71�was paid to Mrs.Heise's'estate on Apri128.
For more information on the Unitrust,please contact David Strausser at 800-726-1448,Extension
#5418, or at dstraussCcr�bicfoundation.org.
If I can be of further assistance,please do not hesitate to contact me at 800-726-1448, Extension
#5420, or at klehman(�a bicfoundation.org.
Sincerely,
�� �.��
Kimberlv J. Lehman
Account Officer
KJL/kj I
Phone: (717) 796-4789 • Fax: (717) 697-7714 • E-mail: info@bicfoundaeion.org
_ _ _
May. 2�. 20' 3 'C: 36AM °NC 3an's 4'0. �Sh� � °. 1/1
��� �.�.
May 24, 2013
Gerald J Brinser Esq.
Briuser Wagner&Zimmerman
6 E Main St 2nd Fl
P O Box 323
Palmyra, PA 17078
RE: L Maxine Heise
SSN: 299-56-3077
DOD: 04-20-2013
Deaz Mr. Brinser:
In response to your request for Date of Death(bOb)balances foz the customer noted above, our
records show the following:
Checlung Account
Account#5113746194 Bstablished: OS-31•2012
L MA'XTNB IiET5E
DOD balamce: � 3,977.48+ 0.06 accrued interest
Interest paid Ol-01-2013 tb,ru 04-20-2013 S 0.35 YTD
Please note that this office pmvides date of death balances for deposit accoun�s(IltAs, CDs, Checking and
Savings). R'e do pot process auy�napcial transactious or provide etatements. ffyou aeerl assistance wiih
any of these itams,please call 1-888-PNC-BANK(1-888-762-2265)or swp by your]ocal PNC Bank branch
office.
Sincerely,
National Financial Services Center
PNC�anlc,N.A.
Member FDTC
This message is intended,ror the use of the individual or entary ro whieh it is addressed ar�d may
contain information that ts privilegec� confidential cmd exempt from dasclosure under applicable law.
If the reader of this message is not the intended recipient or the employee or agent responsible for
delivering this message to the fntended recipient, you are here6y nok'fied that any dissemination,
distribution or copying ofthis communicatior�s is strictly prohibited. Ifyou have reeeived this
communicatSon in enor,please not�me immediately by reply or by telephone at 800-�62-1775 and
immediately destsoy thts faxed document.
Page 1 of 1
WADDELL Personai
S�REID Account Summary �
Financial Advisors"' �
Quarterto-Date �
Statement Report �
April 1, 2013 - Page
AT 02017155 75649H 82 A"3DGT June 30, Z��3 1 Of 3
1���'����1�I111�I1�11911�I��II�I�II��I�IILh��i�ll�il��i���u�� YmmFinnnrin! Leah M Burke
L MAXINE HEISE Adrisor (614)799-0373
218 MESSIAH CIR
MECHANICSBURG PA 17055-8619
srancnof�ire Waddell&Reed,lnc.
555 Metro Place N
Suite d75
�ublin OH 43017-1376
ClientSer��ires 1.888.Waddell
:1 cco�wr:'Wuxber /nrerner Sernires yVyy��y.yyedd elLCOrtI
19291681
Individuai
Information from Waddell & Reed
Ask your financial advisor about how Ivy Funds has recently expanded opportunities to invest in global real estate securities. �
Recent events in your life may affect the beneficiaries you have designated for your retirement savings and benefits.Contact � �
your advis-or to review all of your retirement acwun[s. _
Are you on track for a successful retirement7 With Waddell&Reed's Re[irement Assessment Tool,you can see if you're on the �
ri9ht path in four easy steps.Taking control of your financial tomorrow is just a click away today.Go to:www.waddell.com/rpcalc
If you have questions regarding your s[atement,call 1.888.WADDELL(9233356).Our hours are 7:30 a.m.to 7 p.m.Central time, �
weekdays. �
Year-to-Date Investment Summary =
bfarke�1'n/ur AddHluns/ YTD bfarket Alarktf I'n/ur s
Fund NLme(Fund ASaubvr) on IS/3(/10l1 Net Esrhanges•` N'ifhdrrnnnls Artia✓£arnings un 06/30/1013
- WflAdvisorsCorel�vesunentA�621� 520,456.81 — — S2,30179 3Y2,75B.60
Total Value of Account 18291681 520,456.81 — — 52,301.79 522,756a"0
•"F.zthnnges br�veen fuxNuoroun�s ure«!!e'hnn•n tngHhrr in the"AdAJ7tnns" rnH�iun. As a rrenit,fbr tnfula'Au�plrq�ed
fur the "�IAdlliaxs" and"W7rhArmnuls" roliunns shoxld rrpre.renf lrer nef uddltlons or milNdraxwls for Nre ureo�mrs lisfrA.
Quarter-to-Date Account Activity 04/01/2013 - O6/30/2013
Onre of Do!!nr Share N�iinber oj Tntul
AeM'iIp7;1'y� Arttcip� Aummit Prrer Shares ShpresflelA
WR Advisors Core hrvestment A(621�
F;�Lie nn 0?;31,2Gl3 522,304.73 I No Transactions This PerioA
.Slmres 3,241.966
.T Pl9CC SI.O2
=6ufue nn G%;3C4'10l3 S22,758.60
I6
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L& R COINS LLC 27�
PO BOX 204
ANNVILLE, PA 17003-0204 60-1205/313
PH:717-228-8553 7-'I7 �I 3 oAh
o�R�E . m���,v� t���sr, r�sTaT� i $ 36���77
- , s.��....
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■� lonotawn Bank s Trwt Co. � \ .
1 �lonestawn,PennayWenh 3T038
V
MEMO M'
�:03L3i2055�: 56��� 393��� 2n' 2700
.a�k�
Ma,y 23,2013 10:02:18 AM CDT-Acctk 45202898
Edward)ones
Annuity Details
L MAXINE HEISE Bnnc�: 824?A
218 MESSIAH CIR FA: 310526
FA name: MARK E.DEJA
Sirple:45202898
�
NOLE PREMIUM DEFENRBD Fl7lED
�� Servi . �CIJFE�NII�STOR� � Curtentvalue: 90,280.97
Coniract number: 0001196256 Amount Invested: 22,521.44
Symbol:
Mnuitant: L MAXINE HEISE Eat.surrender value: 28,747.92
MnuiteniSSN/TID: 299-56-3077 '� SurtenOerdete:
Mnuitant birtli date: 12/23/1925 ' Est.deeth benefit 30,280.97
JoiM annuitent:
Owner t: L MAXINE HEISE
Owner 1 Address: 218 MESSIAH CIR � Post TEFRA cost basls: 70,000.00
MECHANIC3BURG PA � lasue date: 11/09/2005
17055 Term: 3 YEAR
� Rate: 4.00
Renewal dflte: 11/09/2074
Owner 1 SSNlfID: 299-56-9077 puelMied plan? No
Owner 1 birth date: 12/23/1925 Plen rype:
Owner2: NOTAVAILABLE-VERIFY. Aperrt: MARKDEJA
Owner 2 SSN/TID:
Neme rype
HEISE,MARK PRIMARY
CLIMENHA(iA,LOIS PRIMARY
HEISE,GLEN PRIMARY
HEISE,CAROL PRIMARV .
HEISE,JANET PRIMARY
Thls docvnent le fw pdoimatlonal puryoses ony.lt mey not reHecl penEMg trensactlons a h-traneR itema.PrbeaMOtel values are from outnide aources arM are nd 9ueranteetl. �
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RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH Receipt Date : 5/03/2013
Cumberland County - Register Of Wills Receipt Time : 13 :26 : 53
One Courthouse Square Receipt No. : 1074065
Carlisle, PA 1�013
HEISE LOIS MAXINE
Estate File No . : 2013-00523
Paid By Remarks : BRINSER WAGNER ET AL
CJ
--—- --- Receipt Distribution ------------------------
Fee/Tax Description Payment Amount Payee Name
PETITION LTRS TEST 260 . 00 CUMBERLAND COUNTY GENERAL FUN
WILL 15 . 00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 25 . 00 CUMBERLAND COUNTY GENERAL FUN
JCS FEE 23 . 50 BUREAU OF RECEIPTS & CNTR M.D
AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FUN
INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FUN
INVENTORY 15 . 00 CUMBERLAND COUNTY GENERAL FUN
RENUNCIATION 10 . 00 CUMBERLAND COUNTY GENERAL FUN
----------------
Check# 4016 $368 . 50
Total Received. . . . . . . . . $368 . 50
�
CUMBERLAND LAWJOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
Tele: (717)2493186 Fax:(717)249-2883
June 7, 2013
Cumberland Law Journal is published every Friday by the Cumberland County
Bar Association and is designated by the Court of Common Pleas as the o�cial legal
publication for Cumberland County and the legal newspaper for publication of legal
notices.
TO: Gerald J. Brinser, Esquire
RE: Lois Maxine Heise Estate
Legal advertisements must be received by Friday Noon. All legal advertising
must be paid in advance. Make all checks payable to: Cumberland Law Journal.
Advertisement inserted on the following dates:
May 24, May 31, and June 7, 2013
Advertising Cost $ 75.00
Proof of Publication $ 0.00
Second Proof Request $ 0.00
Payment received $ 0 .00
Total Amount Due $ 75.00
_________ ��i�ll q�
Payment received by � � �
��
(��
_
__ . . _
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONWEALTH OF PENNSYLVANIA :
. ss.
COUNTY OF CUMBERLAND
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 Cazlisle 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 regulazly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regulaz editions and issues of the said Cumberland Law
Journal on the following dates,
viz:
Mav 24, Mav 31, and June 7, 2013
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 chazacter of publication aze true.
r
` � ,��,
isa Marie Coyne, ditor
SWORN TO AND SUBSCRIBED before me this
7 day of June. 2013
�
Notary
He1�e,Iaia llaxdna n/k/a L.Ela�dne
$eLu a/k/a 1(axine Heiae.dec'd. .�„�.,..�.
Late of Upper Allm Toavnship. NOTARIAL SEAL
Executor: Glm E. Heiae, 2 South pEHORAH A COLLINS
21at 3a�eet,Herriabuzg,PA 17104. Notary Puhlic
Att�ney:(3eteld J.Hrinaer,Esquire.
CARLISLE BOROUGH,CUMBEflLAND COUNTY
My Commission Expires Apr 28,201A
. . __.._.. _.. ,
�...,
���v�P� SP�II61l1P�I Z�MMERMAN BRINSER,WAGNER 8 AD NUMBER PAGE NO.
' www.cumberlink.cam 6E.MAINSTREET�2NDFL. 421065 10f1
/j� P.O.BOX 323
���G � PALMYRA, PA 17078 BILL DATE SALESPERSON
cnausie stimv�r�seuxc raevcouvn 717-838-6348 05/31/13 Wolfc
START DATE STOP DATE
05/17/13 05131/13
AD NUMBER AD DESCRIPTION CLASS LINES
421065 NOTICE NOTICE IS HEREBY GIVEN THAT 10 PUBLIC NOTtCES 22 ` 2 cols
Publication Insertions Rate Net Amount Gross Amount
3 THE SENTINEL-LEGAL 3 LGL $116.82
TOTAL AD CHARGE $116.62
3 MOBILE SITE M082 $2.00
3 PROOF OF PUBLICATION 01PRF $7.00
PurchaseOrder Est. Lois Heise . PAY THIS AMOUNT $125.82 $150.98•
�� •AFTER O6/25N3
� �'�;
� THE SENTINEL
Thank you for advertising with The Sentinel! Deadline for �� c/o LEE NEWSPAPERS
in-column legal ads is 4:00 p.m. two business days prior to PO BOX 540
date of insertion. For questions, call (717)240-7130. WATERLOO IA 50704-0540
PRtJOF ClF PUBLICATI(JN
State o£Pennsylvania, Caunty of Cumberland
Ron Thayer,Sales Manager of The Sentinel,a£the County and State aforesaid, being
duly sworn, deposes and says that TE-IE SENTINEL, a newspaper of general circulation
in the Barough of Carlisle,County and State aforesaid,was established December 13�,
1$81, since which date THE SENTINEL has been regularly issued in said County, and
that the prutted notice or pixblication attached hereto is exactly the same as was printed
and published in the regular editions and issues af
fiHE SEN'fINEL on the follawing day(s}:
May 17,24&31, 2013
COPY OF NOTICE OF PUBLICATION
i�� � ,�
' �" Affiant further deposes that he/she is not
� < _ � r • �� ��' `-�,� ' faterested in the subject matter of the
� � ��� '�� ��� � ���� � � ataresaid notice or adverkisement, and that
all allegations in the foregaing statement as
� " '`' f ta time,place and character of publication
axe true.
—..��--" —
Sworn to and subscribed before me this
�t���i ..� ���1�
` /t
`�!'LL�(,;�!}L��/ �1�i;
� Not' y Public
My comrnission expires:
COMMON,NIEAL7H OF PQN�iS\'lYANIA
Natartal5eal
Betl�any M•Holtry�Plomry Pu6iC
prli6ie 8aro,tSxt�Minfd CwtKY
CamnM�cim B�pNas Se 26,2Q35
b1EMBER,PEN11SVlVAN2R�SSM7FTId10f NOfM�
'erformance Checking Account Statement ' •
For u»P.r�oa osnrnota eo oartsrlo�s
�For 24hour information,sign on to PNC Bank Online Banking L MAXINE HEISE
on pnc.com. Primary account numher:51-13746194
e4:count number.51-19746194-contmued Page 2 of 3 �
►�u�ey n.�u
leposits and Ol11w Add1llons There were 6 Deposks and Other Additions
3te AmouM Descriqion totaling:60,610J6.
ij 09 1,610.10 llirect Deposit-�:soc Sec
SSA T��eax 310\X1aa83S8D
ij 12 15,OW.0] Du�ect Deposit-Investmeut
Edwaz�d Jooes 6?4:9AxxxxxOfr41
tj 1!i 3,�1()0.(H) D'u�ect Depoxi[-9044 Ced
Edw:u'd Jonex 6x424 X7{X7{}i8981
1/17 596.67 Deposit Reference No. 520812�66
i/25 30,000.00 Direct llepusit-Invesavent
Edw:u�d Jones G2429e1u�ax8981
4/Y5 .07 Interest Payment --
h�alcs and Substilut� Ch�cics
uck Date Reference Chack Date Rd�nnce
imDer Amount paid number num6er AmouM paitl numEer
)1 50.00 U4/Ol aiw+�iai 316 8.24 04/08 oassX�sso
)8 * 50.W 04/18 on�we7�n�1 � � 317 170.89 fYi/1: oax;73R�i
Y! 50.00 OS/29 Os,�iGaY17 318 1Y9.61 0�1/19 u�aa»6u
16 * ?05A0 fk1/Ol oeaeo5�a� 919 7,820.5? 04/15 u�a�s
)7 lo.W 04/05 sxiaiao77 320 1,100.00 04/24 01Y410#315
)8 48.00 04/OY �y75u7 321 1.982.00 f/4/24 o»��os4?7
KJ 32.70 O�fj15 oas7a�ls� . 92? 481.00 04;15 onagsg771
10 9ti6.76 (M,/02 oa56ns�5� 323 500.00 (kl/21 wxi5Y6�7
ll 549.44 04/04 ox3aeaw SY4 10,000.00 04/19 oe�,s�.�s�x�
l? 1,140.40 04/04 oa3�s2+x� 825 42.41 04/17 uru7�sROs
13 lfrf.33 (Yl/17 w�7i32o5 8?6 15.97 04/,9 ua907o075
15 * s5.47 04/l0 0�36741Y55 S27 6420 04/24 oaaiiyv�
Gap in checksequence There were 24 checks listed totaling
�4.SN.�4.
�qlin� and B�ol�q�jQ BanlOna p�dup�jons There was i Online or Elearonic Bankinq
rte nmoun[ oescnpuon Deduc[bntoWlinq�S7.t3.
k/OS �7.fl3 Payivent,E-Check Payments Verizon Fmaz�cia 0905
�i�y Bflanw D�fiil
rte Balance Data Balance Date Balance Date Balance
c/YS 4,817.90 04/04 3.869.97 04/15 21,5L.68 04/23 9,6(i1.51
�/?9 4,767.so (M/o5 9,859.97 fM/17 21,902.61 04/24 515.s1
k,i01 4,51Y.90 44/08 9,951.78 04/18 21,852.61 04/?5 90,515.'38
E/o2 s,477.54 0�/10 �,�ls.2s oa/ls s,s77.�a
k/03 5,059.81 04/lY 18,145.95 04/Y2 3,677.48
uying? Re6nancing? Go with the bank you Icnow.
�day's interest rates are at near-historic lows.If you are planning to buy u uew 6ome or relinance your exisdng loan to lower your rate or
onthly payment,talk with a PNC Mortgage Loan Officer taiay! Stop by your lceal PNC Bank branch or call 855-892-6335.
�C is a registered service mark of The PNC Financial Services Group,Inc.('PNC'�.PNC Mortgage is a division of PNC Bank,Nauonal AssociaGun,a
bsidiary of PNC. All loans are provided by PNC Bank,National Association and are subject[o credi[approval and properry appraisal.
j 2U13 The PNC Financial Services Gronp,Inc.All righ�s reserved. PNC Bank,National Association. Member FDIC.
4C Mur[gage is an Equal Huusing Lender.
�,
FOFM168R-0111
: 'erformance Checki�g Account Statement �pNCBANK
v c sa«k
Primary sccaunt numbsr:51-i37A-fi194
Page 1 of 3
For Nwa pariod q3/28l2Q13!0 04/J,6/1073 Numberof encbsures:0
001123 Far 24-hour hanking,and trarisaIXion or
� L MpXI NE HET SE �in[erest rate information,slqn on to
218 MESSIAH CIR PNCBankOnlineBankingatpnc.com.
PIECNANZCSSURG PA 17�55-Sb14 '� forcustamerservicecatlt-888-PNC-BANK
Mornfay-Friday: 7 AM-10 PM ET
Saturday&Sunday: BAM-5PMET
Para servicio en espa�ol,1-866-FIQLA-PNC
Merloqt Please contact us at 1•888-PNC-6ANK
�Wrfteta:Ce�stor�rService
PO Bax 609
Pittsburgh PA 15230-9738
�Yisit c�at pr�e.com
� TUpterminal:1-800-537-16A8
Far heufrigcnpa'ved clienn oniy
s
... . .
� < " L Maxirre Hbtee
� ����?�'�
! eea�It MrYY�i'i 51-1374819d
1 r�drM/!lrrq4ffo�has noi been established for this accnunt.
� Please asMact�us If you wouM like to aet upthia service.
1 ra�it7�tE C��irp�-Yaur accourit is currerrtly�.
Yau oryaurJWM owner may revoka your o�-in oropFOUt chaiqe at am/Nme.
To lanrm m�ro abouk PNC Ovardrak Solutiom visk ua onlirw et D��•compwrdntbplutiona.
Ca117�877-58&.aElix vi�it airy bnnoh or Sign an to PNC Onlim B�nking,and wMCt il»^Ov+rdrart
�I�ior�'IiN:u�srtM Acrnu�t.Ssrviws wckbn to rtnmp�6oih your Overdrdt Gwer�e arn!Ovartlraft
Protaction eeai�s.
1 al�awr �unwnawy _
8gin�Itg� Deposits aatl C7weks antl arhaz Endiny
Wla�e WMratldttrons Mtl�tlons balance
4,817.80 50,616.86 �4,918.77 90,515.98
Aw2q�moMhly Cha�qs
baW�s a�trs
s,ss7.ai .oa
1 �an�eilisw iwwrary -
Chvcks paidt ChaCK Card POS CMCk tartlt8ankcard
wltfWrawala sfyrNd transxtfona POS PIN tnnsf4tlons
2A 0 0
T�aI ATM P�K 9ank Othe�BOnk
ttansctfona ATMtansae#iona ATMt'anseetlans
4 0 0
1 �#�y As W t}&t�5,a totaF���N!&��l��w�ro
An�u9fPercaMape NumWroltlaYS Awrapap+Il�cfeC InWta9tPaW ��t��Y�f.
Yleld EamaE(APVE) In IMarart paMatl Ealanw lor APYE thlc peAotl
o.aiz 2s s,s�s.si .07
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