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':~~~1 "--~/~:~(~)~g i ',,~ . ,1 ~ ;~ -" . .~~!~:: . ~~J~>'/:.~ ,'., , Po, ~ 1:\/IIlc' fir _S_Ul3an .!:.en(:lI::a.l}~tI----"'--- 11/.1'1/ kll';"'1I III ....Ei,',..:tenor-'11L_ ".9._____ PETITION FOI~ PlmllATE lInd GI~ANT OF LETTEI{S No. ..__e>2L:_Ct._5..=-/d:Y..iP_ To: Ile~hler of WII" for Ihe COIIIIIY of ..OJmberJmxi._..__ III thc <,'nrnlllon\\'~ullh of l)l'nl1sylvuniu _._.~_...n_.'_.'~," ~_._~_______ ~_'__.._____ _. /)('('C.tJSI't/. SIIC;II/ SC'W';IY Nfl, ,_1.7.9=1?::..4221..____,__,.. The pelilion of till: t1IHh:r,i~lu,.'d rc!\pl'l.:lhllly n.'prc.'l..'I1I\ thill: Your pctitiolll'r(\), ,\hn~/ur-c 1M ycur\ of n~!..t.' Of older IInllu,,' c_xcclll9f.~___.~_"'___..___ IHlIIICLl in the IlIst \\'11101' Ihc IIh""e dcn'dellt,lIaled .---f!'.l:>lJ.I<!I=Y_.1J________.______. 19_1!?__ IInd emlidl(s) lIlI\ell __.not_appl1cab1e__,______.._.___. 1\loth' I dl."\ mll dli..'Ulll\lilll~l'\. l',~, rClllllldulllIll, d"'jllll ule\\'\'lIWr. l.'lt,.'.) IJcccndelll \\'IIS '''Hllidled, al ,lIell\h 1~1 ,-.~13~~'-"'-"'" ....StiCOIlIIlY,l~Cllnsv"'"~&::whhp1\ her lasl IlInlllyor pnnclpal reSIlience al___--=--~~~~een__eet, SlUppens g, (Ii" \II"l'l. 11I1111111.'1 Olllllllllllldpalil)) OeeelllleUl,thclI -~ Iii years o[age..died --o:y ~~A-- .1995 al Cl1am.berS Osp1tal, Chai'nbE!i:'s .2!..---- . Except liS foIIO\\'!., decedent <.Ii<.lllot marry, WiI!. not divorced allll did 110t ha\'e a child born or ndopted after exccution of the \\'i11 uffereu for probllle; was not the victim of u killing und was ne\'Cr ndjudicated incompctent: _nale DCCelldcnl m lIelllh IIwlled property with cSlinlUlell vlllucs us follows: (If domlcllellln I'a.) All persollul properlY (I r 1101 domiciled in Pa.) Personal pruperlY in Pcnn~yl\'unia (If 1101 domiciled ill I'll.) l'ersollulproperlY ill COllnty Value of real cstnlC in Pcnnsylvunht silUllled us follows: 33 Soutn Queen Street Shippensburg, PA 150,000.00 $ $ $ $ 55,000.00 WHEREFOllE, petitloller(s) respectfully prcsented herewith nlllllhc grant of letters theron. request(s) the probutc of Ihc lusl will alld collleil(s) b'c:tamentary. (tt:'llIIllClllury; IIdllllni'lmli\lIl C.I.il.; mlll1inhlratlnn d.h.lI.c.l.n.) - '" e .,- "c i- '" '. o .,0 ~.= -" ..c.. "'~ ~ 0 ;; o ~ Vi ~~~orant~~('''.A'-d -.--SIUPP.iiliso-.g7'PA-17257- ?/)~~ 11 nCLTerra...IottaJ)rive Waynesboro, PA 17268 OATH OF PEltSONAL Iml)lmSENTATIVE COMMONWEAI.TH OF I'ENNSYLVANIA I HH COUNTY OF Cumberlan:l J U The petilioner(s) above-named M\'Car(s) or affirm's) thai the statement!, in Ihe foregoing. petition are Irue and correct to (he best of Ihe knowledge and helief or pelilioner{s) and that as personal rcprcscn. tativc(s) of the ahovc decedcnt pctiliuncr(s) will well: 1l1lruly administer Ihe eslale accon.ling to luw. S,'WOrll 10 or, affirmed ',1lld ,S,lIbSCrit"ed ~ ' . . ~~QlJ? ~.dd"""__~'" bcfore me Ihis 8TH __ "~I~' of I _ ~;:;,;;;,;;:::Z::=--=-;~' =)JfJ--Lt ~:~!!L-~"'!?~r(-h g Iftltl.IftFL:(. t..Ll_llSe:..__'Lh-".f. -, ;11'4["- --,--- ~ (MA~ C. LEWIS Ul'jiiw<" !'6 ---.-..--. :.a: / -:5 - ;;;sy - / c;)....- Estate of No. 21 - 95 - 446 SUsan Ienora IJeberlig, a/kIa S. Ienora IJeberlig I Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JUNE 9. 19---2L, In cOllslderallon of the pellllon on Ihe reverse side hereof, satisfactory proof having been~resenled before mea IT IS DECREED Ihallhe Inslrumenl(s) dated 'ebruary 13, 19 7 described Ihereln be admhted to probate and filed of record as Ihe last will of Susan Lenora Heberlig, a/k/a S. Lenora Heberlig and Lellers t-""t-Rnv>nt-,,,1' are hereby grallled 10 Patricia Keeseman and David Keeseman 41;, FEES Probate, Lellers, Elc. " . . . . . .. S Short Certlncales( 1)4.......... S Renunciation ................ S X-Pages S 1~.00 JCP 5.00 TOTAL _ S , JUNE g 1995 332.00 Ftled .............. \ . .. . .. .. . .. .. .. . . . . . 270.00 42.00 No.) 717-532-7570 PHONE '- 'iO " :-1 t-: _.( ~ a.:: '" , ~ - .,. co I ~~ i.' w.-::' a:u.. ;~ , , 10, . ~ .u -f.~ '- => UU Mailed letters and order to attorney on 6-9-95. \0 '~'~ ':<t . ,~a:" O.!!J 1'1 r r);:~ lS:, \~8 .~.. ~;.. ~: '" c:c ::)' ~~11' ,,,) q I , ,'Y1 ''1:.... .'00:- ~', '-^" - , 'l.!',t:.! " ;U- 1: 'r,; . ;/-.0' ~.- ':n~' ~l ~. a: .,<3 .' " ~. '::';".-, ia,;i-\':- t~ t;':?? .,'.il-- ... di .... . ~ ~ ~ '. !'\ ~, ' ';=;: ~ S .g'td ~~ ~' ~ 'c, H' "\::3 j fa' "i ; ~ o '~, ~' tJl ::l III ...- ',~ . , ," ~ ! , , ., .. .- ~ , . . '-,. ',;-, .'_1' , ~j , " J J LAST WILL AND TESTAMEN1' I, Susan Lenora Heberlig, of 33 South Queen Street, Shippensburg, cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. FIRST I direct that all my just debts and funeral expenses, including all expenses of my last illness, shall be paid from my estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. SECOND I give and bequeath my household furnishings, appliances and kitchen utensils to my niece, patricia Keeseman, and her children namely, Judy Keller, David Keeseman, Cindy Hewitt, and Andy Keeseman, in as nearly equal shares as possible, with my executors determining the fair method of making said division, with such determination by my executors being binding on my beneficiaries. THIRD I give, devise and bequeath the residue of my estate of every nature and wherever situate as follows: A. Two percent thereof to Memorial Lutheran Church, Shippensburg, Pennsylvania, to be used for general church purposes. Page 1 of a Six-Page Will --.. j J B. Two percent thereof to my niece, Marlene Heefner, provided however should my niece, Marlene Heefner, predecease me her share shall be distributed according to the terms of subparagraph E of this paragraph Third. C. Two percent thereof to my sister, Hazel Brechbiel, provided however should my sister, Hazel Brechbiel, predecease me her share shall be distributed according to the terms of subparagraph E of this paragraph Third. D. Forty-seven percent thereof to my niece, patricia Keeseman, provided however should my niece, patricia Keeseman, predecease me her share shall be distributed to her issue per stirpes living at the time of my death. E. Forty-seven percent thereof to the following named beneficiaries: Judy Keller, David Keeseman, Cindy Hewitt, Andy Keeseman, and Gloria Horst, in equal shares, provided that the share of any of said beneficiaries who predecease me shall be distributed to his or her issue per stirpes living at the time of my death, and in default of any such then-living issue, said deceased beneficiary's share shall be distributed equally to my other beneficiares named in this subparagraph E. FOURTH In the event that anyone entitled to a share of my estate should be under the age of eighteen years at the time for distribution to him or her, I constitute and appoint David Keeseman as guardian of any property which passes either under this Page 2 of a Six-Page will J - - ..._.~ ,- ;- will or otherwise to said minor. Said guardian shall, in the guardian's sole discretion and without Order of court, use principal as well as income from time to time as may appear to be necessary for the minor's welfare, medical care, comfort, recreation, support and education, without responsibility to the minor or to any person taking care of the minor; and the remaining balance in the hands of said guardian shall be distributed to said minor when he or she attains the age of eighteen years. If such minor dies prior to attaining the age of eighteen years, said guardian is authorized in the guardian's discretion to pay part or all of his or her funeral expenses and the remaining balance in the hands of said guardian shall be distributed to his or her personal representative. In the event the funds held by the guardian for any minor become, in the opinion of the guardian, too small for proper and efficient adminis':ration, the guardian, in the guardian's sole discretion, may deposit such funds in a savings account in the name of the minor. FIFTH Any fiduciary under this will shall have the following powers in addition to those vested in them by law and by other provisions of my will applicable to all property, whether principal or income, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A. To retain any and all of the assets of my estate, real personal, without principle regard to any or diversification of risk. Page 3 of a Six-Page Will of ~~t~,;~ ~::;'T~~/fizt!~~;o"i\",'~t""_l:';.1,'-:;':'.';~i""1,'-?'-,:- "V ;--:. ,'.. " '. B. To invest in all forms of property, including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification of risk. j c. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property, and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. E. To compromise any claim or controversy. F. To distribute in cash or in kind or partly each. G. To hold property in their names without designation of any fiduciary capacity or in the name of a nominee or unregistered. SIXTH I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. SEVENTH I appoint Patricia Keeseman and David Keeseman as co-executors of this my will. Page 4 of a Six-Page Will " , ;',_",,<"-""-_-"-"'-0', " EIGHTH No bond shall be required of any fiduciary hereunder in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my last will and testament, consisting of six typewritten pages, the first four of which bear my signature in the margin for the purpose of identification, this I~/Jt day of ,;:;~hVd~? , 19 ';'7. ~'~...~~....~~. (SEAL) Signed, sealed, published and declared by the above-named testatrix, as and for her last will and testament in our presence, who in her presence, at her request and in the presence of each other have hereunto set our Q~/ ~:(,;u ~Ai('A . ;V:/,rt,,- 71(, J":;<~ hands as attesting witnesses. ~~~i- ~4;;;/'-:1<~~ ~,,~d'b1/?~4. Addres ' ~'Sj<A.f.~~d 7\ -/J4 . ddress We, Susan Lenora Heberlig, ~G"I "7 7.t/~(jA'./rXe: and ve Ide... A/, .C;e'a..,-re..- , the testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly (or willingly directed another to sign for her), and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and Page 5 of a Six-Page will , .' '" .' ....' '.., .'.. " ,.. "".... ..' ....'".l....,_.~,..~'"'. ..~ ,....,....~.",;,<t_"R;i........",..,..~. ,..~....... '~~'1Rf~~~,~~~~{ot\;~i!0f~Tnt~'''~~~M7\~,ft1~:~'i'~'''''''''ft''\t'''''-1~-,lf~:~;"i'J171;:!~,~>,.",~,:_';<?l'Pf:~~roP.~~_" ' "~ '" hearing of the testatrix signed the will as witnesses and to the best of their knowledge, the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. f'~'~rE'E~~' . Tea a r x , -5J:~ ~/~ , W ess ~ - (dd'A- '/A'. .RA.4..#. Witness SUbscribed, sworn to aund acknowledged before me by the above-named testatrix and subscribed and sworn to before me.-/ by the ov -named wi~ess1s, this ~ day of , 1.9i' . No ary u c tLlihi,llt 0, fLTlER, IIOTARY PU3L1 EST PENHtIIORO TYlP.. CUlIil[RUNO COUNTY MY COMMISSION miRES UPT. U. 1m Member, r.nll~tVfnl. Anoci.Uo" of r:~tlllu Page 6 of a six-page Will CERTIFICATION OF NOTICE UNDER RULE 5.6161 Name of Deoeaent: Susan Leoora lIeberlig, a/k/a S. Lenora lIeberlig Date of Death: May 28, 1995 Will No.: To the Register: I certify that notice of beneficial interest requirea by RUle 5.6(a) of the Orphans' Court RUles was served on or mai1ea to the ff~~owff~ f9~~eficiaries of the above-captionea estate on Admin. No.: 21-95-446 liAU Address Andy P. Keeseman uav~a ~. ~eeseman Gloria Horst l,.;~na.y t1t:W~t:.t:. Judy Keller ttaze.L Hrechbl.e.L Patricia Keeseman lolarJ.ene tteetner Memorial Lutheran Church 5314 North West Oak Avenue, Lawton, OK 73505 l..J../J.U '!'erra LOtt:.a ur~ve, waynesooro, l"A ..l/.:':bts 117 S. Queen Street, Shippensburg, PA 17257 .J:JD:;t tu:UUK. ~t.re~t:., u.t"t:tmCdSt:..Lt:::, 1:'/\ l./~~;) 4709 Frost Place, Orange, TX 77630 JO Cramer Road, Shippensburg, PA 17257 412 East Oranqe street! Shippensburq. PA 17257 1 Cleversburg Road, sh ppensburg, PA 17257 34 E. Orange Street, Shippensburq. PA 17257 Notice has now been given to all persons entitlea thereto unaer Rule 5.6(a) except none I l' Date: June 14 , 1995 Name: Address: 310 Chbg. Trust Co. Bldg. .(~, .,,1) r.o In ~cE ,. " Chambersburg, PA 17201 r2 " Telephone: Capacity: 717-264_6029 or 532-7570 Ln ~ -j : l) '"] cai-.- a:: Y. i x personal representative counsel for personal representative U) ~ .l' :c ~~ UU I .5- . -3 S' - I(:;J llNHERITANCE TAX RETURN RESIDENT DECEDENT COMMONW(ALTHO' "NNmVANIA (TO BE FILED IN DUPLICATE O"A"MIN' 0' "V'NU' 21-95-0446 H..",m:b, ~~ol'JllI,0601 WITH REGISTER OF WILLS) COUNTY CODE DICtDIN' N.Mlll"~I, 'II". AND MIOOU INITIAl! DICtOlN .~ COMPUU "oOIIU IIcberlig, Susan Lenora a/k/a S. Lenora 33 South Queen Street SOCIAl ueUII" NUMIU DAIl Of DIATH DAII or IIItTH Shippensburg, PA 17257 179-12-4291 5/28/95 2/8/1907 Rf.~. 1500 u. j7.IUI l!! ..:5::1 iii lEu 0:09 u~.. lilffi "'0 "'z 8~ * 0- is fil iii .. I" .'~IC"tl'l lUhIW'HO SPOUU" HAMIII"", "U, AIolO MI,DIIINIII"U o 2. Suppl.menlal A.lurn 'OR DATU 0' DIATH AnlR 12/31/91 CHICK HIR IP A SPOUSAL POVIRTY CRlDIT 15 CLAIMID 0 PILI NUMIIR YEAR NUMBI CD~1I1 AMOUNT IllCIIVID ISIf INsuuClIONSI [&] 1. Original R.lurn o 4. lImlt.d Eliot. 0 AD. Future Inl.,.., Compromit' (for dol.. of d,alh oft., 12.12.821 E9 b. Oee.d.nt Di.d hllale 0 7. Decedent Maintained a living Tn'" (Attach copy of Willi (Altoch copy of TruI'1 ,CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI '.', ',', t;~,'.' (1.0; ',(1' o 3. Remainder R,lurn (for datil of death prior to 12.13.8:; o 5. Fed,ral Eltot. Talt Relurn Required ~ 8. Tolal Numbe, of Soft aeposit Bou, z o 5 ~ iii '" 1. Rool E.,o'o (Schodulo AI (1 I 2. S'ock. and Bond. (Schodulo 5) ( 2 I 3, C1o.oly Hold S'ock/Ponno"hlp Inlo,o,' (Schodulo q ( 3 ) 4, Mongog.. and Nolo. Rocol,oblo (Schodulo D) ( 4 ) 5. COlh. Bonk Depolit. & Miscellaneous P,nonal Prop.rlt ( 5 ) (Schodulo EI 6, Jointly Ownod P,oporty (Schedulo f) (6 ) 7, T,onllo" (Schodulo GI(Schodulo L) ( 7 ) 8. Tolol Gran AU'II (Iolollln.. '.71 9. Funeral bpI""', Admlnl.troti.... COlli, Mhcellanloul ( 9 ) Expe"... (Sch,dule H) 10. D,bll, Mortgage liabilities. U,ns (Schedule 11 110) 11. Tolol D,ductlons (toIDIUn.. 9 & 101 12. Ntt Value 0' Euatt (Lint 8 minus lint 11) 13. Charitable and Governmental etqu""15ch,dult Jl 14. N.t Value Sub let to Tax lint 12 minus Lint 13) 15. Spousol Tron,f.n (for dOl" of death aft.r 6.30.94) S.. Instructions for Af,pUcoble Percentog. on R.v.,.e (15) Sid.. Ilnclud. volu.. rom Sch.dul. K or Sch.dule M.l 16. Amount of lInl 1A taxabl. at 6% ral. (16) (Includ. valu.. from Sch.dul. K or Schldul. M.) 17. Amount of lIn. 14 taxabl. at 15% rot. (17) Ilnclud. volu'l from Sch.dule K or Schldul. M.l 18. Principal tax due (Add to. from llnll 15, 16 and 17.) 19. Credill Spoulol Poverly Credil Prior Paym.nll + + 20. If lIn. 19 I. S"OI., than lIn. 1 B, .nter the diff.rence on line 20. Thll II the OVERPAYMENT. m O."~."u'''''_'J'I'_''''_I'''''''''''''''-'_lu'''"''~-'J''''-'~''"'IJ.1.Io"""'" 21. If line 181. great., than line 19, .nter the dlfferenc. on lIn. 21. Thill. the TAX DUE. A. Enler Ih. Inl"'II on th. balance due on lIn. 21 A. B. Enler Ih.lalal of lIn. 21 and 21A on lIn. 218. Thllllth. BALANCE DUE. Make Check Payabl. tal R'ahter of Willi, Ag.nt ,t ,BI,SURI TO,ANSWERALL,QUESTIONS'ON,REVERSE SID I AND TORECHECK\MATH" Und" p.naltl.. of p"lury, I d.c1ore Ihall hav. e..omln.d thl. relurn, Including accompanying "h. dull I and Ilal.m.nll, and 10 Ih. bill of my knowl.dg. and blll.f. 11 11 trut, correct ond complll', I dIClar. thot all real IItotl hOI bltn reporlter at IruI mork.t volu.. olclorollon of pllparer alh" than the p.,.anal repreltntatl'U h bOltd on 011 Information of which pllporer hot any knowlldg.. z S E . o u ~ 0- COM'Lln MAl UNO AOORIU Suite 310 Charobersburg Trust Co. Bldg. Charobersburg, PA 17201 71,000.00 29 , 919 . 15 .3.3J,.1.bb.t:Sl (8 ) 434,085.96 30,473.07 59.76 (11) 30,532.83 (121 403,553.13 (131 8,071.07 (14) 395,482.06 )(._- )( .06. 395,482.05 59,322.31 )( .15. (1BI 59,322.31 Dlleount Int.".1 (19) (201 (21) (21AI (2IB) 59.322:31 59.322.31 il~Jl~~~?~geo~Ea'D~~~~~~~~~6o~~.1~~5I7268 AODIlUS Suite 310 Charnbersburg Trust Co. Bldg. C arobersburg, PA 17201 OAn IQ-/, -fS- OAn ~-/~ -7S- .. , ~' ,,: " " . , f ~ CJ :-'i- (.;.0\ ~~ "-',,~ -(:' N I ~ .}' ~:~ .-.!. <\,,'"'"- a: ~ '- .:..li :5 UCJ j 1 LAST WILL AND TESTAMENT I, Susan Lenora Heberlig, of 33 South Queen Street, Shippensburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. FIRST I direct that all my just debts and funeral expenses, including all expenses of my last illness, shall be paid from my estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. SECOND I give and bequeath my household furnishings, appliances and kitchen utensi~s to my niece, patricia Keeseman, and her chi~dren namely, Judy Ke~ler, David Keeseman, Cindy Hewitt, and Andy Keeseman, in as nearly equal shares as possible, with my executors determining the fair method of making said division, with such determination by my executors being binding on my beneficiaries. THIRD I give, devise and bequeath the residue of my estate of every nature and wherever situate as follows: A. Two percent thereof to Memorial Lutheran Church, Shippensburg, pennsylvania, to be used for general church purposes. Page 1 of a Six-Page Will ...... j j .. B. Two percent thereof to my niece, Marlene Heefner, provided however should my niece, Marlene Heefner, predecease me her share shall be distributed according to the terms of subparagraph E of this paragraph Third. c. Two percent thereof to my sister, Hazel Brechbiel, provided however should my sister, Hazel Brechbiel, predecease me her share shall be distributed according to the terms of subparagraph E of this paragraph Third. D. Forty-seven percent thereof to my niece, Patricia Keeseman, provided however should my niece, Patricia Keeseman, predecease me her share shall be distributed to her issue per stirpes living at the time of my death. E. Forty-seven percent thereof to the following named beneficiaries: Judy Keller, David Keeseman, Cindy Hewitt, Andy Keeseman, and Gloria Horst, in equal shares, provided that the share of any of said beneficiaries who predecease me shall be distributed to his or her issue per stirpes living at the time of my death, and in default of any such then-living issue, said deceased beneficiary's share shall be distributed equally to my other beneficiares named in this subparagraph E. FOURTH In the event that anyone entitled to a share of my estate should be under the age of eighteen years at the time for distribution to him or her, I constitute and appoint David Keeseman as guardian of any property which passes either under this Page 2 of a SiX-Page Will '. .' will or otherwise to said minor. Said guardian shall, in the guardian's sole discretion and without Order of Court, use principal as well as income from time to time as may appear to be necessary for the minor's welfare, comfort, medical care, J recreation, support and education, without responsibility to the minor or to any person taking care of the minor; and the remaining balance in the hands of said guardian shall be distributed ~o said minor when he or she attains the age of eighteen years. If such minor dies prior to attaining the age of eighteen years, said guardian is authorized in the guardian's discretion to pay part or all of his or her funeral expenses and the remaining balance in the hands of said guardian shall be distributed to his or her personal representative. In the event the funds held by the guardian for any minor become, in the opinion of the guardian, too small for proper and efficient administration, the guardian, in the guardian's sole discretion, may deposit such funds in a savings account in the name of the minor. FIFTH Any fiduciary under this will shall have the fOllowing powers in addition to those vested in them by law and by other provisions of my will applicable to all property, whether principal or income, including property held for minors, exercisable without Co~t approval, and effective until actual distribution of all property: A. To retain any and all of the assets of my estate, real or personal, without regard to any principle of diversification of risk. Page 3 of a SiX-Page Will f' ~- ,~. """!.... 1! ...-.'....-.---. , --,- " " . j B. To invest in all forms of property, including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification of risk. c. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property, and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. E. To compromise any claim or controversy. F. To distribute in cash or in kind or partly each. G. To hold property in their names without designation of any fiduciary capacity or in the name of a nominee or unregistered. SIXTH I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. SEVENTH I appoint Patricia Keeseman and David Keeseman as co-executors of this my will. Page 4 of a Six-Page Will EIGHTH No bond shall be required of any fiduciary hereunder in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my last will and testament, consisting of six typewritten pages, the first four of which bear my signature in the margin for the purpose of identification, /.~& this day of .;::;, h vI"'" '7 , 19 '177. .t..~.v.....~~, (SEAL) Signed, sealed, published and declared by the above-named testatrix, as and for her last will and testament in our presence, who in her presence, ather request and in the presence of each other have hereunto set our /'] ~) ,,?"'J -;'~. <.......'.v/ /"'I'J'--'f?"J"JA" ~.. / v:. .1' (I r: /'r____. ~, -....J~e~ hands as attesting witnesses. ~r'n- 1:t~);;/~-u,~ ~#~4Af7r4. Addres S/....;,~ --/l1 Address We, Susan Lenora Heberlig, -.:7iJ6'"1 K. 7V~t'/A:;1";"e and ve Ida.. /1/, ."e"'--~e- the testatrix and , the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly (or willingly directed another to sign for her), and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and Page 5 of a Six-Page Will " . , . , hearing of the testatrix signed the will as witnesses and to the best of their knowledge, the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. j1~;:stt~'~- ~.t? o?i!.~//:?/A' J ess . _ " ~.,t'~~. . ..A!.u,#,' .... . Witness Subscribed, sworn to and acknowledged before me by the above-named testatrix and subscribed and sworn to before m~~ by the ov -named witness7s, this...f2flk::. day of , 19-9' . No ary c iLi~~.,lH D. trnER, IlOTARV PUIIU EST PENNSBOIiO TTiP., CUllaERI.ANII COUIIN uv CO'''''SSIOI1 fA~IRES SEPT. 12, l!S7 Mrmbf!r, r,"I'lO;:I~"r1ie ,hlO\':htl(\;1 at ~lot#'~"J Page 6 of a Six-Page Will , UY.I502 U+ 17.121 COMMONWfALTH O' PfNNSYLYANIA INHUIlANCf TAX InUliN IESIDfNT DECEDENT SCHEDULE "A" REAL ESTATE ISTATI OP Heberlig, Susan Lenora a/k/a S. Lenora PILE NUMBER 2195-0446 IProptll!y lolnlly-own.d with Right 01 Survlvollhlp mull b. dl.clolld on Sch.dul. "P", All 1101 IItol. .hould b. llport.d ot '01, marktt valuo which I. d.nn.d a. tho prlco 01 which prop.rty would bo .xchangod botwoan a willing buyo, and a willing lillo" nolth.. baing com 1I0d to bu a, 1111. both having .oa.onablo knowl.d 0 01 tho ,olovant lact.. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH Tract of real estate situate at 33 South Queen Street, Shippens burg, CuIOOerland County. Permsy1vania, together with improve- ments thereon erected, sold to Haward G. and Lois S. Bock for purchase price of $71.000.00 71,000.00 i ~ I ( i , ' I '.... TOTAL AllO enler on IIn. 1, Reeo Itulatlon (If more 'poce 1. n..d,d in'lrl additional.".". 01 loml liz..) s 71,000.00 A. Setllement Statement B. Type 01 LOin I. 0 FHA 2, 0 FmllA 4, 0 VA 5. 0 Cony U.S. [Jepn,tnllml of Houllng nnd UrbAn Dovolopmltnl No. OMB No, 2502.0265 O 'IiI j;'j;r,Ii;r.;;----- . - -1,i;;1.il,.""".., I" ~lo"9'9,,1"'''I'''C.CII.Numb'' 3 Con Unlll!'!. In. ,--,--- .. ------, ---'-.._.- This form isltHnlsllod 10 (Ilvn you n !tlalf!llIf'111 01 nellUlI !iI!llh'lIl1'ltl CII'.I'l AfIlollllls pnuj 10 nnd hy the 5011100\0n( ngcnt oro shown 1101115 InnrkocJ "II' O.C )" Wf!lU pnhl outshfn 1110 (:lllSlllq.llwy rlll' r.hown hUIO lor inlormntlonnl purposos And ore not Includod 111 tho 101019 _. (PurchAsm, (Purchl1!1011 ADDRESS. .. ssr,12111.19'921 r. fll"'l'llndA(I"'"no'l."d" HOWARD G. BOCK LOIS S. BOCK SHIPPENSBURG, PA 17257 ESTATE OF SUSAN LENORA HEBERLIG SHIPPENSBURG, PA 17257 N/A iiii;,iii;:;,';:i,i~,j;':;;j.-- H. AN1lIONY ADAM~, ESQU.lRE ",",."1';.111,.,,,,,,,1 128 E. KING STREET SHIPPENSBURG, PA 17257 I. Fittll,m,"ID.I. C. Nole: D. Nln'. '''d A"(I',ts o' OO'IOOfI'" i "A;;-.;,.:,,1 "rt,i;;" ;;; fi;.i.~,; - -- 9-8-95 K. SIIIlUIlnry 01 S~~!~~.~ !!.n~.nE~~. 1100. Grosl ^mounl Due To SeU., . ." .-..--- "UI Cunhncl Snles r,lco .'-'..--..... <lU2, .!.';!r1.~'!~1 P,operly 'OJ IIUII. ---.- 1105, AdJultmenl. For 111m I Paid By Selle, In Advenc, 400, cliy7T~';n Tnxc. 9 8 to 12 31 9 .~~u.'l!t!nIlC5 10 400. ^SSC551110flts 10 -'ll!l. S51~01 Tn.e. 9 8 10 6 30 9 .110. Wnlor nent to .----- 411 ~,.,w..., nelll 10 -l12 420. G.OIII Amollnt Due To Selle, 71 532.24 ...-/ Q, f>ontt.It'rlOUlIOf)" 33 SOlTIll QUEEN STREIT SHIPPENSBURG, PA 17257 BOROUGH OF SHIPPENSBURG CUMBERLAND CXJUNTY :!.:-~".!'!!~!y_~~ ~_~~~:!_!r ~.nfl~~~lo'~ 100. 0'011 Amounl Due From Dorrowe, . ---_... 10t ConllDcl Snlcs Prlco ..7.1,ooo..OO_H ~~_o~sonpl P,operly ..__.. _ n___ 103 SoltllJmenl Chrugoft To DOllowor IlIno 111001--- J~~Q32.:Q6_ 10' ~_____._u____.., .._ ,____., ..',.. ,.____ AdJultments For Item, P.ld Dy Selle' In Advenc. 106 C"y'Town Tn.e. 9/8 10 12/31/~j5-' 81. 65 .!,g7. COU~IIY la_os 10 100 ^nessmonts 10 Ill!l School Te.c' 9/8 10 6/30/96 __ --.!!50~ 110 Wnle, nenl 10 11" Sew,.,r nent 10 112 120. Oron Amounl ("lw, From Dorrowllr ~~~.(\.".'?_U!III ~.al~.o.y .~r In. D~!.!.D~I_<2!.!IJ!!~~~o!-. . ?!JL U~lPf)~I! "r ~~~!~O.51 Mo. I~Y ~. 7 ~ 100 '-00 ?~J~ "'11I'.111111 ^IIlIJIIIlI ()I f h'w I f'~ttl~~I' 2fJ] e"'.It'"J Llmnl" TIlIo:III1 nuhjru:tl n . 21Jot 21J~ 20F) ---.---. .------.--... -. ..... ..- .-._~. - 207 -__._.________.__._..__..____.._.u ._. &06 .-.-...-..------ _ .-......__...._.___. ._._ . "_'. ___...... u.. 209 __ _.... ._... ~~I~!I~.O!!!.J~!_ ~!~!!!~J!~P.~~J:!t!!~II.!!._ .___... _.. 210 Ct1.ti"ow~.!!I~~__.I.~._______ _____._ ~oU~r.T~~llCS Iu ____.____. 2 I 2. Asses'5",cnls 10 213, School TnJllcs 10 214 Walor Ronl lu 215 Sewornenl 10 216 211. 216 219 220. TollIl Pold Dy/For Dorrowor .3~~:. Clllh .At Selllohlont F'o~n/To _~o"o!V(lr ?~~ _.9'0"" ~ullJUnl plJ.o r!~~-,!! UUlru:-"Of J~l~n 1201 ~~~~_~_~!~'~~~~~~ l'n..J ~/r~~.~!!~~~,!!..~!I!!fI ~~IJI 72,564.24. f 7,100.00 500, !ill I n~dtlcllonl In Amollnl Duo To Seller .. ...--.--..-- br.I~M lJl'I'~511. (sC',c.~~~~!~I~IiO!I~1 ,u_ _ !;I.lIh"~lI:"I.~:~!~".'.l!'!'.J.~~~!:' (Iinu 14001 J132.32-- t'lir.111l1l l(1illl(51 T~kl!l~ ~.~I!!i~~!o ""vn" 01 rh51 MU!IU~!t1C ~.~n_'.~ "/!vull! ~I til'I:t!.!.~.M01lunnCllonfl 303, C"lh W rrom !III;' ~1I:1 !IIH !tll~i fim fiU7 flUll f,I~J ..... -'''"-'-'.' . _ __!,.dl~.lll11llnl. ~lle",' UnpDld BV Sillier . ~~U_..~t~~/_~~~~)jos 10 _ ~2._I.:..~~_~.llly 1 nlles 10 512 ^!Jscssmnnls 10 513. School TOlles 10 -_. Slot, Wnler nonl 10 515. Sower nenl 10 GIG 572.73 o T u nallOWl?, 517, .---._----- 510 -._----- 519 520. Tol"1 "eduction Amounl Due Seller flOO. Cn!lh ^' Selllcnuml TofFroln SeUer .. . -.---...----. filii OlliS", ^IIlU1II11 Olin To n.f!tl~r..th!!!'_~~~I___ fill;"- I "fo~i I h!.lhll:h.~)!~~"~I_~!I.~I._~IIC Sellcr (line 5201 1,405.05_ 1.,532.24 J'J40~.0:i q,J.27.19_ 8":1. en!!h eo To o FromSllllllr I hll..." f'""IIt,IIV rll...i',wmJ 11""'1)' '.1 ~IIIIII'''"'1l1 HIIII"""'111 /1111111. "'" hW,'lllllIy k'lIlwl"11I1O ;llH"lI.lh". ill~ n hill' i1l1tllli~I'urnlr !'Inll'mt'nl 01 nil rl'cmpt' :'Ind dl!tIJUI5tJ1"~flls rnnllu un my nccuufll ur hy iliff 11IIhis IIm.sndlull .ltllllwl 1:1'111",' 1111111 h/l\1I' rm:c!....(H.1I COIlV Dillie IlUO.t Selllemcnl Slnlemenl fSoller) (Seller) ADDRESS WARNINO; lI.s n crillm III knowinuly mnkn Inl!!" sl"ll'ltlfllll.' lu 1Ill' I Jrllll!l' SI:lh'!1 u/llhi~. nr ,1ny Ollie, 5i/llilru 'o"n Ponnllil'S upon conviclion cnn include R hne AIIf' UlIp,."onrIH!II1 rnr d"IAII!'I sr." litlu III U!; GIII/.. !It'I:llIJlI 11I111 nil/I f,m:lIonllJIO HU().I pllr., nEsrA. .10 oJ"II!,;o L. SeUlemlnt Chlrgll 700, Totl' s.III/Brok.r', co~m~on OM;d~',~-p'r-ico.$ DivIsion of C0fT11111~;i~~;li;;;;7Uo)^-;rc;lli~w&'- .. -.. '701f_ .. ~.'_=.:~"-'-'-" tll ms ~ i03 -Com,"IIS-;;~' Pn;~~~.~_!~~:t"!l!'~ill' 7U4 BOO. .,.m. PIYlbleln ConnecUon With LD~n -...--.---.---.-- --- 801 LOAn Origlnl1UOn Feo '0 ~--_..--_.__._--- 802, LOin Discount iII!. ----.---...-.. . 803 ApprAisAl Foe 10 --- 8M, Clod it Ropo,t 10 BU5. Londo""I;;;p.cii~-;;r;.; ---.-..-.'. ------. BOO MortgogOI';;;;;;;;;;;;'^ill;ii~n,,';;i;;;~IO' -,..- ,--'-- ...---'. "..--.-' .'- -..---.- 807 A..umplion FO~-------'_._.-----'-_.'''._-_.- ..- BOB --.. ---,-,-----_._.,...-,..,--- ,.--'- ---.-----..-.-- -.----..-.-..-. BOO .-' ._._~.._-_. .... ~-!..!!-_._----_..... 811 !~_~~Ir.d By~~.~d._!!l~l!!!!'.!~'!..~.!nncD . -~--_..--_.--- 901 Intoro,t honl to tJi> $ Idny 902, Mortgog.lnlur.nce .,,7;;;;;';;;; lor ~----~;.;;;w;Io 903, Hoz.rd In,uronco p.;;;;,;;;-;;;t;;; yunr;ln ~ ' ;;,;;;'10" . 905 1000. Rellrve' a,polned With Lender 1001. Hazard Inau,anco nlonths @$ por monlh 1002. Morlgogo Insulanco O1onthl @l $ por monlh '003. City Properly TD~es 1110nth.@ $ rer month 1004. County Prope,ti TOllOS months lID $ por Olonlh 1005. Annual Assessmenl, 1110n'.!.lS (ii> $ por month 1006 School p,operlY TI1~OS monlll, (iil S por mon1h 1007. _~nU'$l.!u $ pOIIH01111\ 1008 mOl1lhs (iil S por lOonlh 1100. Tille Chlf.~_._.__..-_.~----' ~ .--------... --.- ..- 1101. SeHlomunl or CloSIfl9 Foo It) 1102. Abstract or TlUo Scorch to 1103. TIUe E)lomlnotlo"_ to 1104. TIUe Insuranco Dlnder to 1105- Documont ProparAtlon to 1106. Notary Foos to "07, A\lorn.y',Fo.' ..:._____ ._..__J2-HJnthQDy-.AdamslJQ.!ll..i.iiUIiiier- 310.00- (includol .h~v~I!,:n.',,~~~!'!.!~._...--, ._________--..-- - ." -,_., .__..,_.___..1- 1106 Tille l"sUlnnco 10 ..~-_._--_..._- ._-- . (lnclUdosn~~t_~~l~!!~~~!.!'- --....... ..' Londer'. CoverBYfJ S own..', Coverngo------ $-'.- --.------- . ----.----------- ...------.---.-...-. ..-.-.-..---.--.-. ..--....---.---.--.-.----- ---- Endorsements ._._____.- -.--....---..----.-- Sollo"s Dlstribullon Fen ..------- Paid From Borrower'. Fund. 01 Solll.m.nl ....--.--- Paid From s"n",," Fundi al SaUllmenl uti '1,- .-.~...__._-_._----- .-...--.----- .-..-------- ._______-n.--- .----.--.--- --' .' ~_.- ~.-...._~-_._- -----.- ------.-. --...-"'- ---.- ---_.~. ........--..-.. .-~~._-' .....----.._...,__1- _ \109, 1110. 1111 , \12, 1113. 1200. Government Rlcordlng and Tranlfer Charges 120l. Rocording F.... O.ed S 12.00 ; Morlo.g. 5 1202. City/County TOll/Slampa: DODd $ ; MortgaQe $ ~. s\ole Ts./Stsmps: O..d S 71 () 00 ~ortong. $ 1204, 1205. 1300. Additional SeUlement Charges 1301, SlIrvoy to 1302. poSllnspccllon to 1303. TOMcS 1304 Sewor Rent 1:iQ'-BQrOU h of -Sfii-ensour ---- -Qater CutoftBfl1Iiiii-'-"- : Rcloases S 1 00 -.---.--.-. -.--. 12232 832. 1400, Totll SlllIlmlnl Ch.rg..lontl' on IIn" 103. Socllon J nnd 502. s.cllon 1<) To Ih. b.,1 01 my knowl.dgo, 1110 HUO. I Sotlln,"orll Stnlornonl wlllcll I IInv. pr.por.d 10 olruO nnd occurnl. occollnl oltllolundo which w.r. r.c.I..d .nd h.v. b.en or will b. dlSbursod by 11l.lIndursi\Jnod os pAri 011110 ,nlll.lllonl oIIIlIOlron,ocllon. Olllt --.- -----.--..------ ~..,"l,,,,,otll ^!11'1l1 5SF.12 .r~IJOI u. (2.11) .. SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY I PI.o.. Print or Ty . FilE NUMBER 2195-0446 COMMONWfAUH Of 'fNNSVlVAN'A INHlllrANCI 'AX .nUIN .UIDIN' DICIDIN' ESTATE OF Heberlig, Susan Lenora a/k/a S. Ulnora (AU ..,..ny JelnrIY'"'OWn." with the lIght of Survlvonhlp mu.t b. dlulo..d on Sch.dul. '1 ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 69,064.35 58.30 4,047.20 2.46 31,000.00 29.23 20,000.00 81. 58 30,380.00 83.73 21,000.00 77.20 13,500.00 51. 04 36,000.00 76.93' 31,605.38 49.36 29,791. 21 124.39 28,000.00 82.81 4,317.28 7.32 Money Market CheckilX] #430-070-0020, Mellon Bank Interest accrued to d:lte of death Checking Account #432-224-6721, Mellon Bank Interest accrued to date of death Income Certificate #42-A32083-C, Mellon Bank Interest accrued to date of death Incare Certificate #42-A46595-C, Mellon Bank Interest accrued to date of death Incane Certificate #420-065082-C, Mellon Bank Interest accrued to date, of death Inoome Certificate #420-067476-C, Mellon Bank Interest accrued to date of death Certificate of Deposit #002-0035872, OrrstCMll Bank Interest accrued to date of death Certificate of Deposit #002-0044721, OrrstCMll Bank Interest accrued to date of death Certificate of Deposit #1783200182307, PNC Bank Interest accrued to date of death Certificate of Deposit 81783220198222, PNC Bank Interest accrued to date of death Certificate of Deposit #1783220198223, PNC Bank Interest accrued to date of death Checking Account #5080433289, PNC Bank Interest accrued to date of death Account #4768624-1 Fund for U.S. Governrrent Securities, 577.027 shares at 7.87 Gross proceeds fran sale of personal property Personal property appraised by Dennis L. Gotshall Refund, homeowners insurance Received on proration of real estate taxes, sale of real estate Refund, Guideposts magazine Refund, United Telephone Company Jewelry appraised by Ludwig's Jewelers , 532.24 3.99 1.21 275.00 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 4,541.20 5,480.40 2,860.00 43.00 18. 19. 20. S 333;166.81 (Aflach additional 8Yr" )C 11" ,hul' If mot. 'pac. II n..d.d.) ~h;il '" o ~i!; t!l iHlra. mil ~~~~ a~o~ lloi~o :~ ~~ ~~ l'lO ..~ ~.. ~~ ... ... . ... '" II> .. II> I<> . N N ... . '" I<> .. o ... . OIl II> .. II> 0 ... N . . ... ... I<> ... o 0 . . '" ... I<> .. . U i l;! i U N OIl 0 ... OIl ... ... ... '" ... N N ... ... ",'" ... ... .. QJ .Cl ~~~ o ... o III I<> '" I o "... "'''N OQJN I ~ I cu ~ . ~ fa ",U1..,.cn U'I N . I<> N I<> I<> . '" ... o . ... I<> ... . N . III . t:l . Ul '" OIl ... OIl N ... ... U'I '" . ... ... I<> ... N . '" N o . ... ... ... N . '" N o o . o o o . ... ... . U . ... o '" ... ... N ... OIl OIl ... . N N ... OIl II> . ... 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II> . . . . ~~~~~ UlloUlllolll .' " U U U U I I I I N \0 M \t) co ,.... U) :g ~ ~ ~ IN\O\O\O co C"') ~ 0 0 I CU .c cu ,c( IV I CU I CU ~~":'~":'H:~:;:~ ..,tn"'tn",cn",cn",cn . . ~ . ORRSTOWN BANK TO: Joel R Zullinger Hamilton C Davis 75 East KinR Street Shippensburg, Pa 17257 FROM: ORRSTOWN BANK P.O. BOX 250 SHIPPESNBURG PA 17257-0250 RE: ESTATE OF Susan Lenora Heberli~ DECEASED DATE OF DEATH: Mav 28. 1995 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH THE ORRSTOWN BANK: (I) CHECKING ACCOUNTS ACCOUNT NO. TITLE OF ACCOUNT DATE OF DEATH DATE OPENED PRINCIPLE. & ACCRUED INTEREST N/A (2) SAVINGS ACCOUNTS ACCOUNT NO. TITLE OF ACCOUNT DATE OF DEATH DATE OPENED PRINCIPLE & ACCRUED INTEREST N/A (3) CERTIFICATES OF DEPOSIT DATE OF DEATH NUMBER TITLE OF ACCOUNT ISSUE DATE FACE VALUE ACCRUED INTEREST 002-0035872 S Lenora Heberlip, 10-12-86 $13,500.00 $51.04 002-0044721 S Lenora Heberlig 08-16-90 $36,000.00 $76.93 DATE: 06-28-95 ORRSTOWN BANK BY: Lisa Kline P,O. BOX 250 SHIPPENSBURG, PA 17257 . TEL. (717) 532.6114 . liNe Sankl N.A. "'I:H~(:IIIi"('lliL.I' (~Ullp Hill, IIA lillll PNClRANK:. July 5, 1995 Joel R. Zullinqer Law Offices of ZUllinqer & Davis 310 Chambersburq Trust Co. Chambersburq, PA 17201 RE: S. Lenora Heberliq Date of Death: May 28, 1995 Social Security No.: 179-12-4291 Dear Mr. Zullinqer: As per your request for information on accounts the above referenced decedent held with us, the information is as follows: -Certificate in the name $31,605.38. -Certificate in the name $29,791.21. -Certificate in the name $28,000.00. of Deposit Account No. 1783200182307 of S. Lenora Heberlig. Balance at Accrued interest: $49.36. of Deposit Acc~unt No. 1783220198222 of S. Lenor'A Heberlig. Balance at Accrued i~cerest: $124.39. opened 10/15/94 date of death: opened 03/03/95 date of death: of Deposit Account No. 1783220198223 of S. Lenora Heberliq. Balance at Accrued interest: $82.81. opened 03/10/95 date of death: -Checkinq Account Lenora Heberliq. interest: $7.32. No. 5080433289 opened 10/17/94 in the name of s. Balance at date of death: $4,317.28. Accrued If I can be of any further assistance, please feel free to contact me at (717) 730-2321. Sincerely, CJ:dL. ~''-G~ Edith Tancil Miscellaneous Services Supervisor Bank Operations ET/mky CARL L. SPIDEL COINS eo/~ I1fJfJl2ft/5~L 1423 Br.chbill Rd. 10 JOf/ ?q/.UAlGtET?,1)d;, Ch.mb."burg, P.. 17201 ell-It II) MIW?tt.J<.", f}'J. ,4/jJlW~/}l- lOt tic t'~U uP ~.f191./ PA/a/VJ Jftjel-~1 / /71<~ S. ,<eM7M ~,6f'rIl1 ~ olPJ. 'IS' ri'/l..ll..EJJc',:!. I. /,f8"-o$ - ~- G~/c/ ~e~~ P.r. /00.00 ;'0.- 7-III{AIOI'1 "i,ct'cv.1i/'t4 (/'/.00 11: .Il of I ~ o. ~ (J f' ~ ~. IIS"/ .:1.1" GuUl r/ttct:" )cr. JI.~ ~~V'lIl"OI~j I<d[J.;I~HJ4h./3.n .' 3. g'I'?61 j)/?()()F ~ers@.s:I{J '1.1..10 :J.2. /~61)!!.r/l.AlI'i''J~~ ~~~-:oo I/, $"-IPt.t! Pl'l()(lr Se6 @ S~N :2.r:~\J M. I-s-B 'n<J~l!.ht'1/'l 9.00 A ;-;ipX-.s @ ,J'"./() 16#,30 I.I..".<-"f~ .;: .3 . I ":1 r' /J.J>> of (! /!,7.1cJ J.ll, la- I7'S7./1 :S1/.Cl..1.,!:S IS". 04 \6, 3 -/7"-:... f~F ,ds @j':,O (gCAtJ$(GWh~,. M/I1ISeA~ '1. ;J. -/~8J Ji/~,...t;bllttl'-$ @ 6.z~~ ~Jj..6-' U', !'--/'i'n of~;~ CbA.-raqM.1I- 709, /-1883 $,!tiel-' j:):;J.L/J'l.. €.s:67l j-;~ ).(... 1-1957 ),/, ax-T. /!:- X. J.-/k,j(. :S"/./.I'ER.. l>>J..M-2.J e,6.).$" /~.$'o :'7. 1-1f~-3 '~-e ii/.o-.r SA. I-Ii'll. 1u.C/c/l- fuLL/i1f, @.,.s:$'D 6. S-o 9, ~-ll~7 51LVEL lJuLUI/J..s eS:7~ 11.6""0 /0. :1.-/900.0 SJl..ven.../)oL.1A11. eG."" /3..00 '0.,. ~-/90().0 'S1J.ven.DI/..J.M5. 1JS;67> /1.:10 'I. 1- /'1()2.-0 1rLV€/L/:JJLl../)/V e~.;;"rI {,.SI 'J. ./-I'Jo'/-o f,..l..l'cll.p.JLL.l9/?. Q,6"':srJ S,:!i7J ,3. (,-/9;./ :fll..i'~"-/l; /)Ilt-L,9/ls @.S.2-> 81.S'o .\ ':''';100 /'4J A..1J5ri" fi,t;M<.IIo~eA.:J ''t. /-/85Y 1,Lvell. /)7J..U9~ ~ 0. 00 U '.)-, J. -I '1')..2.. fJe-J}eE" J)w..U1ILS et.:Jo - f}' 9 .,P6S ~ y..5/)~s .5'"D 'G. 1-/'12-g /kI/CE /:)()L>..AI(., @ 0.(/0 370 () I', 'I_/9~'1 frA~ DJLl#L-S I €S; 'O} 11.1~' ,t!. 1-/'J'l.1' ,IJ~'IY;Q;AGEhg ~~~~ f. gD /9. 1-1"''/ 5i),! Vs:'Jt. (!2,1.S"P I.H> Ph. 717.263.4257 ANA RII3213 Vt(Alt' ~~ Ifjfjj- /).O.P -S-. U-~- 7..!i1J - /,1J !J~ 2. ',)-' 111.6-0 ~r9.G.C [~T.lJqjlU.- Cr>,J/I~ 1/ 'I. 6'""0 ~ S 1; Ut/1f.1..e., Ci(I-r~M:Ij '1/ 'Ir9, ra5' "f S fa $';'/ S (0 -raP $<)7-: Va. e~1J. . " . .' FEDERATED~ !\ClSTllf'\i UIVISIUN SERVICES COMPANY August 29, 1995 JOEL R ZULLINGER ATTORNEY AT LAW 310 CHAMBERS BURG TRUST CO CHAMBERSBURG PA 17201 REFERENCE: 20126657 FUND FOR U.S. GOVT SECURITIES -A CLASS ACCOUNT NUMBER 4768624-1 S LENORA HEBERLIG Dear Mr. zullinger: We have received your correspondence regarding the referenced account. The balance $4,541.20. asset value of the referenced account on May 28, 1995, was This figure represents 577.027 shares at the net of $7.87 on that day. We are unable to redeem the account, as the certification of the Letters Testamentary has expired for our purposes. To complete this transaction for you, please provide us with a newly certified copy of the Letters Testamentary naming the legal representatives of the decedent's estate. The document must be certified by the court, or clerk of the court within 60 DAYS of the proposed transaction. While a copy of the document is acceptable, the certification must be original, usually in the form of the court's ink stamp or raised seal. We will retain the signature guaranteed letter of instruction signed by David and patricia Keeseman on file pending receipt of the requested item. We will be happy to answer any questions you may have regarding this matter. You may write to us at: Federated Services company Boston Division PO BOX 8606 Boston MA 02266-8606 ",,,h,illiar)' "I' FWEK.HW J:s:n:STllKS '"NAME ~/'eAlt;/Uf 1k.J?"A!I.'fl ~/' CD'" ,~~~~_ ~ '~'~NO"A" .s~l' ~fibg+:ilS AucriO~EER ~ ~ ~r ~R.tI, " SETTLEMENT -18-1:5 FRl B :24 P.B2 DATE OF SALE~ 1~,1 ?F PHONE ZIP .I '7 d2- ,5",7 PHONE 6':leil-~6 f/ ;; CASHIER OTHER EXPENSES ~ '.i.~,.,.\.. \ t,.;. ,\ ,;:\1,'; ;"V,,~.:..:,;, -\". 't:ll' '~.~ i',Ai1'.:rr.:.~. "', \:"''';'' j',. \:.:" ',::." ~; ;~ :-~; :~. ~~~ I'" I! Ii ~ \" ,r:, I': l'...,;...~~:!:l\-...,\I".,,~ ~.~ .....:\.."---e~ .~~!."".. '.~, ~WI!R~~P,i!lIIii~ PROF~SSIONAl fEES AUCTIONEER /t? ~ $ ,/:)111'1 (!Je; ClERK $ CASH $ ~1f,3. $ .?'Ib.s',.a.f $ CHECKS OTHER RECEIPTS - R ^-~ 17RA-<?# , / ;1-'1; ~RT. J..11-.4 6' e SV~~7 $~' 610 $ 6';-~. ?s $ ~?'" ()~ $ 7J'": <90 $ $ TOTAL RECEIPTS $ $ $ $ $ .J~ "O.cp lESS TOTAL EXPENSES ~~ ~\%;)",fIl""E\~\i:.('" i' " I ' I lor we), Ihe leI/or, accept Ihl. aolllemenl and acknowledge recelpl of Ihe above specified ner proceed. from rhe aucllon of my goods and/roperly sold on the above dole. t accept 01/ responsibility for providing merch e 11I1. to 01/ goods, on property .old, and for d.livery of 11I10 10 rhe purchos.r, ~....,,~. J(t,..,.......- (So le,'s Signature) . Dole f.7 "11 1;2.. ~.s (Salier's Slgnoturo) Outo SiLLER'S COpy !", ';" t, .,., ,,0.. .,,' , ."'\>' : : i ,. APPRAISAL OF ~ PROPERTY OF 'lHE ESTATE OF S. LEN::IU\ HmlERLIG, DFX:FASED, 33 s:x1lH QUEEN 5'mEET, SHIPPmSBlJRG, PA 00 JUNE 9, 1995: Oak sideboard $ 450.00 lady's desk & chair $ 125.00 Oval drop leaf table (walnut finish) $ 175.00 2 Drop leaf end tables w/drawer (walnut finish) @$ 25.00 $ 50.00 Milk glass floor light (shade missing) $ 5.00 Cherry finish drop leaf table $, 175.00 5 Matching half-spindle, plank bottan chairs @$ 25.00 $ 125.00 2 Matching spindle back, plank bottan chairs @$ 17.50 $ 35.00 Oak washstand $ 175.00 Open washstand (softwood) $ 90.00 Open hutch cupboard (mixed wood) $ 125.00 Miscellaneous dishes in hutch cupboard $ 75.00 Coffee mill (in rough) $ 20.00 Bookcase w/single glass door (dark finish) $ 30.00 5-Piece oak bedroom suit $ 750.00 Cedar blanket chest $ 75.00 Oak treadle sewing machine $ 40.00 2 Hand-stitched quilts @$ 100.00 $ 200.00 Handled wooden bucket $ 20.00 Wooden rolling pin $ 10.00 Flat iron & trivet $ 15.00 Framed picture (fruit scene) $ 20.00 RCA console color TV (older l1Ddel) $ 50.00 Mahogany platform rocker $ 25.00 TOTAL: $ 2,860.00 APPRAISID BY: AL''/~-6 Dennis L. Gotshall, Auctioneer PA Lie. HAU-002306-L ';'0":......;'.." ;...~_ J~", ..~..',:/. ,;_ . L~Q~\9S ~ ~~r~oC~ 5 I NeE I 7 7 Ann Ludwig Wagner, Registered Jeweler Jane Ludwig Mentzer 121 South Maln Street Chnmbersburg, PA 17201 Paga -L- of -1- JEWELRY APPRAISAL This appraisal II baing ISluad by a member ollhe American Gem Soclaly, an ellle group 01 gemologicaIlY'lrained, profes. llonal jlwalers who lubscriba 10 a slncI code of elhlcs. Greal care hal bean laken 10 provide you wilh complele descrlplionl of your Jewelry and accurale eslimated replecemenl values. ESTATE OF SUSAN BEBERLIG Pt'Opertyor AdtUou Oalo 7114/95 Description of Article 1 - One 14 Karat yellow gold necklace is composed of 9 black chalcedony quartz links connected by l2mm. diameter gold rings. Each Chalcedony link ia 35mm. long and llmm. wide. Onto the top of each one is riveted a gold bar that is set with 9 - 2mm. seed pearls. ESTIMATED FAIR MARKET VALUE.................................................. $275.00 " The eatlmltld repCacem,,. valu,. _. lor1h herein ate an ullmAle ollhe cu nI malbl price AI WhIch thl appraJled JewllIy may be purchued In I. retail JOwtlly aloni and do not neceU&1ly "'1Id the pnee If WhIch 'hi apprlUsed or Iknllar Jewe.. ry may be purchaHd .'lhI, 1101'1. The "Umaled lair malke' vatu.. are estimations 01 I. price delllmlned by the ."..ment of I. WIlling buy., and ....,. and nol under WI'IU. BtcaUM ,.welty appraJul and IvaJuallon II not I. pUrl Id,,.,.,, and II thorelor. aubloctJve, .IUmal.. 01 repfacement vaJuo mav vary 'rom ono apprwlar lAtC to lIlo1her and 10m I. variance dOe. not necesa&IVy consl.ule lhe appralMr. Thtl AWra.... lhaukt nol b. uHd uthe bull lor lhe pUrchue or.... oflhe I.ma HI forth ht..ln. and Is provided lol.tj u an ..Imll. 01 approklmale replacemtnl valu.. ul aaJd hm. at thl, lime and place. Ily-nUII. I'"' . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES (OMMONWfAL1H Of 'fNN,nVANIA INHUnANCf fAlC UlUJlN RUIDfNf DfCfDfNf AMOUNT PI. a.. Prlnl or Tvp. R 21-95-0446 ESTATE OF Heberlig, Susan Lenora a/k./a S. Lenora ITEM NUMBER A. 1. 2. B. 4. C. 1. 2, 3, 4, 5. 6. 7. 8. 9. DESCRIPTION Fun.ral EJep.n'.'1 Fogelsanger-Brick.er Funeral Home Reception following funeral Admlnl.trallv. Ca.I., 1. patricia Keeseman S/S # Personal Repre.enlallye Comml..lon. David Keeseman S/S # Social Security Number 01 Personal Ropro.ontallyo: -- Yoar Comml..lon. paid 2, Allornoy Foo. Joel R. Zullinger 3. Family e.ompllon Clalmanl Addro.. 01 Claimant 01 doeodonl'. doolh Rolallon.hlp None Slrool Addro.. City 51010 Zip Codo Probalo Fo..Mary C. Lewis, Register - Letters 340.00; JCP fee 5.001 extra pages 15.001 short certificates 42.001 filing return 25.00 MI.e.llan.ou. Exp.n.u, Dennis L. Gotshall, appraisal of personal property Carl L. Spidell, appraisal of coins Borough of Shippensburg, water/sewer Penelec, utilities Waynesboro Insurance Agency, hareowners insurance News-chronicle, advertise letters PA Electric Company, utilities PFG Gas, Inc., gas service Borol,lgh of Shippensburg, refuse service and dumpster fee CUIlOOl:land Law Journal, advertise letters John P. Lehman, appraisal of real estate TOTAL (AI.o onlor on line 9. Roeapllulallon) (If more .pae. I. n..d.d, In..'' additional .h..I. of .am. .1...) 5,883.00 100.00 2,500.00 2,500.00 13,500.00 427.00 20.00 40.00 112.32 26.18 653.00 65.00 16.86 9.72 129.00 40.00 225.00 S 30,473.07 -~--'._-""-"--. .. .11\1.11111" p.1I1 . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE L1ABLlTlES AND LIENS PI.a.. P,lnt 0' T . FILE NUMBER 21-95-0446 eOMMOHwrAUH 0' ,rNNlnVANIA INttUllANCI tAl IItUIN _UIOIN' DleIOIN' ESTATE OF Heberli , Susan Lenora a/KIa S. Lenora ITEM NUMBER DESCRIPTION AMOUNT I, PFG Gas, Inc., gas service 41.12 18.64 2. Theodore Cryer, M.D., medical services TOTAL (AI.o onto, on IIno 10, Rocopllolollon) ill mar-. spae. js n..cl.cl, insert additional sh..ts 01 sam. size.) $ 59.76 -' 'IY.UUU. UI1) . CO,l,lMONw'AlIHO' ,fNN.nYANIA INHUlfANCI I.... .nuI,.. '"IDINIDICIDINI I SCHEDULE J ~ENEFICIARIES FILE NUMBER ESTATE OF Heberlig, Susan Lenora a/k/a S. Lenora ITEM NUMBER ITEM NUMBER 21-95-0446 NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE 1. A. Ta.oble Beque"1: patricia Keeseman, 412 E. Orange Street, niece Shippensburg, PA 17257 1/5 value of house- hold furnishings 47% of residue 1/5 value of house- hold furnishings 9.4% of residue 1/5 value of house- hold furnishings 9.4% of residue 1/5 value of house- old furnishings 9.4% of residue 1/5 value of house- old furnishings 9.4% of residue 9.4% of residue 2. Judy Keller, 4709 Frost Place, Orange, Texas greatniece 77630 3. David Keeseman, 11710 Terra Cotta Drive, greatnephew Waynesboro, PA 17268 4. Cindy Hewitt, 3589 Brook Street, Greencastle, greatniece PA 17225 5. Andy Keeseman, 5314 North West Oak Avenue, greatnephew Lawton, OK 73505 6. Gloria Horst, 117 South Queen Street, Shippens- burg, PA 17257 Marlene Heefner, 1 Cleversburg Road, Shippens- niece burg, PA 17257 Hazel Brechbiel, 30 Cramer Road, Shippensburg, sister 2% of residue 7. 2% of residue 8. NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE 1. B. Charitable and Governmental Beque.": Merrorial Lutheran Church, 34 East Orange Street Shippensburg, PA 17257 2% of residue 403,553.13 x 2% = $8,071. 07 TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.o enle' on line 13, Recopllulotlon) (If mar. Ipace I, ne.ded, In.ert additional .h..,. of lame .Ize) S 8,071.07 1\ ~.[ iJ>o ;ji cf "1 ] S . ~ ~ p [ . . I Iii' :- t:ll - III ~ ~ ~ "d - ~ 0 e j: ~i" ~ 0 j[ - i .. : ~ . : i~ Po :8' ~ It '11 :tl:lil ~ == if M !j' :g :~ :~tl: :~ ;'1: ~ :~ :::r 0 ~ :~~ "d - :--.; 0- ~ ',< 'a 0 ~ ~ . I tj: ~ Q : ' :Hl '\0 - po .-() IV: ~ '< d' ClI ::.'l :g . ~ CD :"" o. 0 l:l \0 ~ . II ..... - .0 - , 0 . 1 ~ :~ ~ CD ~ . III : 0- ;;;> .~ i - ~ ~ ~ ~ ... <D 1 . g :~ . . . . . . . .' . tll . .g: INVENTORY . IN RE E t I Susan Lenora Heberlig, I I Borough of Shlppensburg, , sate 0 ',/k'/" S' "r." . . . .. lI' '0' "r' '" ale 0 ~ a a . enora e er 3.g ..................................... unty, Pennsylvania. STATE OF PENNSYLVANIA. COUNTY OF FRANIWN. SS.: I ,I I verify that the statements made in this Inventory arc true and correct. I understand that false statements herein arc made subject to the penalties of 18 P. A. C. S. Section 4904 relating to un~wor~ falsifications to authorities. "-/;:/;, 1';'-'" .'. '~~:f;'./.,~~~__...., - patr~cia I<eesemart, Executor L_~,//I ~4/'n'It" ) Dav3. Keeseman, Executor Signature /o!tt, / ~ , I Date NO. 1T00( AMOUNT 1. REAL ESTATE: Tract of real estate situate at 33 S. Queen St. Shippensburg, CUmberland County, PA, sold to Howard G. and wis S. Bock PERSONAL PROPERl'Y: 71,000 00 1. 260 shares c:omron stock, Bell Atlantic at 53.38 per share 13,378 80 2. 20 shares comron stock, General Motors at 45.76 per share 915 20 3. 100 shares c:omron stock AT&T at 49.73 per share 4,973 00 4. 115 shares camon stock, philadelphia Electric at 27.41 3,152 15 5. U . S. Series UU savings Booo fiV10387641lll, dated 6/94, face amount $5,000.00 5,000 00 6. U.S. Series HH Savings Bond fi~15138029HH , dated 6/94, face amount $1,000.00 1,000 00 NO. 1Tc.4 AMOUNT 500 0 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. U.S. Series Ill-! Savings Demd #03649310101, dated 6/94, face amount $500.00 U.S. Series Ill-! Savings I30nd #H51380281111, dated 6/94, face amount $1,000.00 ~bney Harket Checking #430-070-0020, r,lcllon Dank Interest accrued to date of death Checking Account #432-224-6721, He110n Bank Interest accrued to date of death Incane Certificate #42-A32083-C, Hellon Bank Interest accrued to date of death Incane Certificate #42-A46595-c, Hellon Bank Interest accrued to date of death mc.:on~ Certificate #420-065082-c, ~lcl1on Bank Interest accrued to date of death Incaoo Certificate #420-067476-c, Hellon Bank Interest accrued to date of death Certificate of Deposit #002-0035872, Orrstown Bank Interest accrued to date of death Certificate of Deposit #002-0044721, Orrstown B Interest accrued to date of death Certificate of Deposit #1783200182307, PNC Bank Interest accrued to date of death Certificate of Deposit #1783220198222, PNC Bank Interest accrued to date of death Certificate of Deposit #1783220198223, PNC Bank Interest accrued to date of death Checking Account #5080433289, PNC Bank Interest accrued to date of death Account #4768624-1 Fund for U.S. Government Securities, 577.027 shares at 7.87 Gross proceeds from sale pf personal property Personal property appraised by Dennis L. Gotshall Refund, horreowners insurance Received on proration of real estate taxes, sale of real estate Refund, Guideposts magazine Refund, United Telephone Cal1pany ewe1ry appraised by Ludwigs Jewelers 1,000 0 69,064 35 58 30 4,047 20 2 46 31,000 00 29 23 20,000 00 81 58 30,380 00 83 73 21,000 00 77 20 13,500 00 51 04 36,000 00 76 93 31,605 38 49 ~6 29,791. 1 124 39 28,000 0 82 1 4,317 8 7 2 4,541 0 5,480 0 2,860 0 43 0 532 4 3 9 1 1 275 0 TOl'AL REAL ESTATE TOl'AL PERSONAL ProPERlY 71,000.00 363,085.96 $434,085.96 TOl'AL INVENI"OR'l .. ..,,,...~' '."..'.';-"""".;."'"'.t."--"'''''.~' \ . L.w 0111..1 JOEL R. ZULLINGER HAMILTON C. DAVIS A PROFESSIONAL CORPORATION 310 Chombtrlburg Trult Co. Chombtraburg, PA 17201 717-264'6029 FAX. 717-264'1884 75 E.lt King Str..t Shlppenlburg, PA 17257 717-532-7570 FAX' 717-530'5222 October 23, 1995 Mary C. Lewis Register of Wills Cumberland county Courthouse Chambersburg, PA 17201 IN REI Estate or Susan Lenora Heberlig a/k/a S. Lenora Heberlig '21-95-0446 Dear Ms. Lewis: Enclosed for filing in your office is an original and one copy of the Pennsylvania Inheritance Tax Return for the above estate along with the following checks: (1) $98.00 which consists of $25.00 filing fee, $70.00 additional probate fee, $3.00 for short certificate ordered from Cheryl on 9/6/95/ and (2) $59,322.31 for the inheritance tax due. Thank you. Very truly yours, . \. ' -;l '. . ,--(~{. 1\. ~/ iclCw y0l Joal R. Zullinge 0" ~ I) JOEL ~/ZULLINGER HILTON C.JOAVIS A PROFESSIONAL CORP~~ION. ~] ~":' t' (r; :'1 f'" FOR JRZ:cig .---, ....-: I '.J ';:1 \C ... liB ~ti& S1~~ I '\~, ~~".~.! . I'~ If" "~\I' I~t'~ 1 " . .' I ~ t ,:\ ,~~ ' .' ~ \ ~~..~ . '<;~1~~""1' "'~j:"!'~':I'" 1~ ~" -lJr. ti,.\ ~l . 04_. '.( ; . l' e ... J' 1 . :;~:~:,::~~....... ~.~....,j., ' "f ~.; Y::~~:II' '~II'~:' i,"'.,. ,'l, 'I ~ ~ ~..; III ' '. 1 ,-, ...l ~ ~ I ' f .....'", .;'W! C\l . . ~'~'" . . ':;"'~ ..iJ' .. . 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"','-,. ;t-.., ,.r-..:-_' '-":'"'~"""'l:'l,t,,;t~"" ':{~~:1-r:~t j~:;':~1~ir:~(:'12~~~ '\'~! I;".' {)mI'" ,,' t !"~.,'."}.; ., '~,:T'~". J:,. ,__.f;;.il-.~:..~;~~-~t~~h4, ".,," "-':"1 "~ ~-:-; -',': X .-,.... 'f' . ;'" ''', '" .- ~', ~ ';;',' ie, .,-"':t<::' '. .,,'i ,Ii ',-il-:' '. _'OlDHflf 01 -. ._._~. --. .~" . -..... . ---------.------------------------------ o NO. AA \ \ '. ,.\, Q.82~'7~F . '1V.1I'21.~,'''1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT Of REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX , RECEIVED FROM: & ACN ASSESSMENT r:'I CONTROL ... NUMBER AMOUNT ZULLINGER JOEL R / 310 CHAMBERS BURG . \ CHAMBERSBURG, PA lvl .OY,;,:,c:t:.'=II1 TRUST CO BLDG 17201 i I I I 'OIDHflf J I ESTATE INFORMATION, ~ FilE NUMBER 1II 21-19915-0446 E1 NAME OF DECEDENT IlAST) HEBERLIG SUSAN II DATE OF PAYMENT m POSTMAR E COUNTY SSN IFIRSTI LENORA 179-12-4291 IMII M DATE OF DEATH REMARKS m TOTAL AMOUNT PAID ':59.322.31 PB RECEIVED BY ')y;~(i. ~U'.J41 p/4/ ,{/ SIG U 7' MARY C. LEWIS I.(dPx~)9~. REGISTER OF WILLS f SEAL DAVID KEESE MAN & PATRICIA KEESE MAN C/O JOEL R ZULLINGER CHECK" 116 REGISTER OF WillS ~------------------------------------------T---7~- .. " --" -~ _~____~~_~~. _ _~~I' '"l~" 1-- " J /',> =.;1, U REV-1547 EX AFP (12-95* C~Al'H OF PENNSYlYANIA DEPARTHEHT OF REVENUE IUREAU or INDIVIDUAL IAXES Df:PT. lal60l HARRISBURG, PA 1712a.O~Ol U,l . V ACN 101 NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE 02-19-96 FILE NO. 05-28-95 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FDRH WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: JOEL R ZULLINGER STE 310 CHAMBERS BURG TR CHAMBERSBURG CO BL PA 17201 REGISTER OF WILLS CUMBERLAND CO COURT CARLISLE. PA 17013 HOUSE A.ount R_I Hed CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE"V:iSW-EX-AFP-nZ:9!;"j-NiificniF"YliHEiiii'ANci-TAiC"A"Piiii"AisEH€NT-.--AL'LoiiANCi-ifrimmm-m---- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HEBERLIG SUSAN L FILE NO. 21 95-0446 ACN 101 DATE 02-19-96 TAX RETURN WAS I C X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I E.t.t. CS.heduI. Al ell 2. stock. ~ Bond. (Schedule B) (2) 5. Clo..ly Held stock/Partner.hip Int.r..t (Schedul. Cl (3) 4. "ortgag../Not.. Recaivable (Schedule DJ (4) 5. C..h/Benk Dapollta'Hlao. Par.onal Property (Schedul. El IS) 6. Jointly Owned Property (Schedul. Fl (6) 7. Tran.fara (Schadul. QJ (7) a. Total A...t. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funaral E)(P.n.../A~. Coat.'Hllc. Expan... (Schedul. HJ (,) 10. Dabt./Kortgaga Llabllltia./Llan. (Schedula I) (10) 11. Total Daductlon. 12. Nat Valua of TaM Raturn 13. Charltabl./Govarn..ntal Baqu..t. (Schedul. J) 14. N.t V.lwo of E.t.t. Subj..t to Tox If an assessmant was issuad previoUslY, lines reflect figures that include the total of ~ ASSESSMENT OF TAX: 15. A.aunt of Lin. 14 at Spou.al rata 16. Aaount of Lin. 14 taxabla at Lin..l/Cl... A rat. 17. ~t of Lin. 14 taxable at Collat.ral/Cl... 8 rat. la. Prlnoipal Tax Du. NOTE: USI U61 U71 TAX CREDITS: PAYHENT DATE 11-01-95 DISCOUNT l+) INTEREST I-I RECEIPT HUHBER AA082276 .00 I CHANGED 71.000.00 29 .919.15 .00 .00 333.166.81 ,00 .00 CBI 434.085.96 30,473.07 59.76 elll el21 CUI U41 ~n.G~' R~ 403.553.13 8.071.07 395.482.06 14, 15 and/or 16, 17 and 18 will returns assessed to date. .00 X .00. .00 X .06. 395.482.05 X .15. UBI .00 .00 59.322.31 59.322.31 AIKlUHT PAID 59,322.31 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 59.322.31 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN 'I, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" eCRI, YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FDR INSTRUCTIONS. I . __ -. ,._ c'"' _' _. ._"h , I '_.i RfSERVATlONr E.t.... of d.cect.nts dying on or bIIfo... DKlMlbtlr 12, I'll -- If MV futu... Int.....t In the ..tat. I. tr.....f....... In po.....lon or ~Joy.-nt to CI... I (coll.t.r.l> beneflcl.rl.. of the dlcedent .ft.r ~ .xplrltlon of any ..tat. for Ilf. or for y..r., the C~alth her.bV ..pr...lv r...rv.. ~ right to apprll.. and ...... tr.....f... Inherltanc. Tlxl. It tha I..-ful CI... . (coll.tlra1) rat. on anv .uch futur. Int.rllt. PUIIPOSl! Of' NOTlCEI To fulflU the r...lr..-nt. of Section 2148 of the Im.rltanc. end E,"t. Taw Aclt, Act 22 of 1"1. 72 P.I. SMtlon 2140. PAvt€HT. DtItllCh the top portion of thh Nollc. 8nd .ubalt ..lth your p'w-ent to thIi R-abt.r of "Illa prlntH on the nVI"'1 .Id.. u"ak. chack or IIOMY orcMr p.plal. tal REOISTER OF MILLS, AOEHT All p..,..".. rK.lvld shall fi...t bII "PP1I1d to any Intlr..t which ..y bII duI ..Ith any 1"'...1,.1'" 1lPP111d to tM t... REfUND (CA)I A r.fmd of . hx credit, which .... not rlqUtl.tld on the Tax R.turn, ..y bII raqua.tld by cDllplaUng 8f'I -AppUc.tlon for A,'md of PWW'l.ylvanl. l....rltMC. and Eltat. Tax- (REV-Unl. Appl1c.tlon. '1"" av.U.oI. .t thl Offlc. of the Ragl.t... 0' "Ill., MY of thl 2J R.v~ DI.trlct Of,lc.., or by cllllng the .paclal Z4-hour Wl....rlng ..rvlc. rtI..IIIbIIr. for '0.... ord.rlngl In Pernaylvanl. 1-800-]62-2050, out.lda Pwnnlvanla end ..Ithln local H.rrlsburg '1"'" (717) 781-8094, TODI (111) 11Z-2ZSZ CHa.rlng 1.,.lrH Only). OLECTlDHSI Any plrtv In Int.nd not ..thflld with the IIPpr.h...,t, "Uowanu or dh.UOWMC' of dllductlon., or ..........t of tax (Including dl.count or lnt.r..t) .. shown on thl. Notlcl au.t obJlCt ..Ithln .Ixtv (60) day. of rK.lpt of thh NeUes bYI AUHIH ISTAATlVE CORRECTlONSI --..rltten prot.,t to the PA Depart.-nt 0' R.v~., Baird of App..I., Dlpt. Z810Z1, Hlrrl'bUrg, Pi 11121-IOZI, OR "'al.ctlon to h.vI thl ..U.r datlr.lnad It audit 0' th. account 0' thl par.on.1 np..II."htlv., OR --IPPUI to thl Orphln." Court. FICtu.1 '''1'''01'''' dlscov.rld on thl. ......-.ot .hould be eddra..ed In ..~ltlng tOI PA Dap.rt.-nt of Rlv~, Bur.au of Individual Tlx,', iTTNI Po.t A......-nt Rlvlew unit, D~t. Z10601, Harrl.burg, Pi 11121-0601 PhorM Cl17> 181-6505. S.. peg. J of the bookl.t -In.trUCltlona for InMr 1t1lr'1C' Ta. Raturn 'or. R..ldlnt Dlcadent- (REY-1501) for an akPl8nltlon 0' ~Inl.tr.tlvaly corrie tibIa .rror.. DISCOUfT r If any tlX duI Is Plld ..lthln thr.. U) caland8r aonth. aft.r the d.ced."t', d..th, a flv. paresnt (S:U discount 0' thl tax p.ld I. .Uowad. INTEREST I Intar..t la charged blglnnlna wltn flr.t day of dallnquancy, or nine C') aonth. .... one (I) day froa tN dat. of dMth, to tM dati 0' p.v.ant. Ta... which bec_ dIIllnquant befora January 1, 1912 b..~ Int.r..t .t U. r.t. 0' .lx (6%) parclnt par InnUI c.lculatld .t . d.lly rlta of .000164. All t.M., which bee... d.llnquent on and I,tar January 1, 1'8Z ..Ill bl.r Intara.t at . r.tl which ..III y.ry fru. ~.Iandar y..r to c.landar y.ar ..Ith that r.t. ~Id by th. PA Departaent of RIYenu.. Tha appllClbla Int.r..t ..at.. '01'" 1'.2 through 1996 ar" !!!! Intar..t Ratl D.llv Int.ra.t Factor ~ Intarut Rat. D.lly tntar..t Factor I9IZ ..X .000541 I'll 'X .oaazo 1913 lOX ,00043. 1911-1"1 llX .000501 1'" llX .000301 I... 'X . aa020 1915 UX .000356 199]"1994 '" .00al'Z 1'" lOX ,000274 1995-1996 'X .000241 ulntarllt Is cllculltld .. follotl'l IHTEREBT . BALANCE OF TAX UNPAID X HVftBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR "-Any Netic. hsu.d aU.r the tax bacoae. dllInquent ..Ill raflact an Int.rut c'lcul.tlon to ,1ft.... CIS) dQ. blvond thl d.ta of tha ..........t. If PIV.."t Is ..... aftar thl Intlrut coaput.tlon data Ilhown on the HotlcI, addltlDn81 Int.rllt lUst ba calcul.tld. '-- STATUS REPORT UNDER RULE 6.12 Name of Decedentl Susan Lenora lIeberlig, a/k/a S. Lenora Ileberliq Date of Death: May 28, 1995 Will No. Admin. No. 21-95-0446 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 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 x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 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 x 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 x No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. 9;/ -'fi?;}d7'0 S a t:.u re 1 R. Zullin ~.. ~ Name (Please type or print) 200 Charrbersburg Trust Co. Bldg. Charrbersburg, PA 17201 Address Date: 10/15/96 OJ 'n r- ~ l- e", ,;._, ci: '- lr') ~..i' . '. _";. ::l 00 (717 I 264-6029 Tel. No. Capacity: x Personal Representative Counsel for personal representative (MAH:rmf/AM3)