HomeMy WebLinkAbout97-00241
-,,:,'"
-
':;t'. .
N
C
I
t'"
~.
.($'"
-
I
-
'r1
.
o
Z
,," '
I"
!
8
~
~
\-
r.x:
.,..
E '
..... Ii ~
o ~ ~
CD i s
.1; ~ ~
.. & ~
VI I- .
LLI ~ '
~ g
No. .;L/-/9117-02.4/
Estate of
MYRTLE G. HECKMAN
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MAIWII 14 19-4U--.in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the Instrument(s) dated June 29.1995 and codicil dated 9/19/96
described therein be admitted to probate and med of record as the last will of
MyrtlH G. Heckman
and Letters Testamentary
are hereby granted to Evel vn H. Mentzer
MARV
111 UA~(.Ytu(:;;) pvt. V ((J f)W~-
C. LEW r Real'I" o( Will. '
Iv1Ie..L.JL. ~. C",.t'NJ
Michelle R. Calvert - H65166
AITORNEY (Sup. C" 1.0, No.)
200 North Hanover street
Carlisle. PA 17013
ADDRESS
FEES
Probate. Lellers. Etc. ", , , , . " $
Short Certlfieates( 2j .... .. .... $
,i?W~~~ ............,.., $
- ,lCP $
TOTAL _ $ 286.50
Filed"", ,t1~,IWJi" )'.4/" ~,~?,7""",."
235.00
6.00
10.50
3g: 88
('l17) 243-,5551
PHONE!
LETTERS AND ORDER !N ATTORNEY'S PROTHONOTARY BOX
go ,d
'=1"1
,. .."~ ....1
C
(-', ..:..
~
...
( N
r "....
t;.;
C)
:tic d
~~ \J1
"'J :u
,.... (lJ
() ()
:". r,
,
,
'-'..r
:L J.
&>"" ('
""'
~l ~Iqqrl~ '241
,
Ii;' II
"
'I' i J I I : ii' I I l II" II
' I I I , , I: i I I I ' I I I' 'II' I I : ; I ~
, ' '" II, III I,' I "
:.1 II 1" I1I'11 " 1,111, 'I II I I : 1111I1 'III
'I" III II J" 'II I' I I 'i I " . L I' " I
,: :i;,:':II!I~ 111,Tii;,i'l: I'::,: :,:i ':; ('I' I:' !,':~ I :1:1111,1, I:: 1'111: I: I1111
:1:" 'lil'll Ii!: 1:1,'11,,111 '1'1" 1111 :lli 1111: 11'111,1:::1 III' '! II' I' II I i
", I <I"" 11'1 II' ,I il I 111"1 ' I, I :1' 1 "!" ,II II 'II' I: 'I' ' II"
, ' II Ii li:I' ;'1:1111 l'I'II/ill:I',11 J 1'1 III illl Y! ::1 !:":, ,II, ':!I';: :,1 ',III,: II :11
I I I, I, I L " !: 11II 'III" I ,11'1 I I 'II II P II 'III! ~ 1111 '11[' I "\ " I I
' 'I,!!:' ,'I 'I II, I I! :,1 I'!II i I Ii II ,I' I; :'1 :;'1:: iii I : i I'll :' \111, \ I ' I ' I'
'I' 'i " ': I: 111:11 1'1' !I I'!IIIIII '111111 ; I' II 1 I h111i!111 ,I'll '; I 1111 II III ' I
I 'Iii 1.'111 1'1'11' ill I I II "I'll' 1111""11 "I +11,,1'1 I' , I I"
: I I ' 'III !I:I, Ili,11 I Ii 11'1I , 'I II 111'1' III; ,illl 'IIIIIII!I\ ,:t' 1'1 1111, .
" ,I I :,1111:1111 ";:'1'11'111 Ii I. i' I!III I,! ,11:111111'1:': ,':I Ii: 'I ;111' 11'1" ' ,
: ' I I ! 'I' dill ,I: 1.111;1 :i \;11:1 ill: 1,llllll:! II ::!II:I'I: !,II "i;111 1'::,1111:, I :'1 I j ',II: ,,; I
I ,:", 'II ',,1"11;'1: I Ii: ''II'ill'll '1'1,,1111 1111'1"1 111'1[11 ,1'1: ",',IIIII,I[ :! \" I I, I '"
: ':; ,:,y 11!11!1!lil I III'!I h,' ! "11111,, Ii': III ,:IIII;"I;;,I!,:IIIII' I,: 11111, I!: ,
I"'" :,1: 11II Iii ,'I Illd"'II!1 '"~I I II' 111'1 :1' ,11111,1'11 'I'HIII',<I! 1\1' , II" I' 11'1 '
:' Ii! I: 1;1 , ill; Ililllll: I', II :,:11111 I: 1:'11:' 11111':1 illlll,'IIII!!I! II :,,!I\';I'III:II'[I! 1:'111 il;, :11 ,: 'I' '
I I '" I :" 'I, I i"Il! 'I' I I " q I I ~ III ! II ;: III I , ,I II': I I II 'i" 11'1 I' ril' I' 'I I' I I,
I Iii' 'I; :' III'II! i 1'1 ( 11,1111 i: ! I I' 'I I II I ~ 'Iii ! I li;1 I I 'I 11111,,1 I 1\'1 I " I : I111I
: ,I: i I ,';1 I ',' '1111 I I:' 1'1 ~ I 1'\ I: !i' I :: I" I 'I ; I J'I ,I i I' :11 II II :1, I nil:: II': ", "
!'III 1111'101':111 '/111 I I l'li I' 'I' I; III :'111 '1';:11 ,II \ Ii I': 'I'I '!
: ;11 II; 'ill I! 'I i:; I'IHI!II:I I ': I ~ I ! I 1111 I:: i~: I! I ::1 II'!:~ I : 11.1,"
i' I: : I: I! ill i I !: I': : ii, 1,\" J II :1' I ':i I: I,i III' ~ ! I I! ! '; I i 'i! II III 'i II i III ,:11'1;: 1 : II'~ i I :1
,:I : ", 11""'''111 I Iii "I' , ',I 111'1,1 ': I 'II, 'I: ! :', '" 'I '(III! 1,1 'II
:1 II I 'I! It I \:'l:~::l!. I!IIII II j I! ,!! II j! II I'~ I II; I: II: I;l,d 1 1~II'l 'III ~ ,l~ I 111
, :::,,' '11:::III;'I,:i:I:III,::I,:1 ill:III,:IIIII!:IIII:'II'1 II II i:'1 'II!! 111!i'l II;,I! ,) III ii! J'lil
' 'I /,'1 Ii' '11':11: II' '11,11','1 I, :, ;, 1111' 11':' I I':' I 11': II I!'~, I, I
I "" I I'': I'i" I 1'111 ' I" ' "1 "I "'ll "I , "I I j' I'" "I I
'I ",': , ,II ,','I"II:I';! i;' Ill, I i I':' I" ': I "I'I I I.,: I I Ii II iI,: II ;" I i /11'1 ':: I ,I:, I I I
, , '" III 'II '''11111' " , " I" 'I' I" "'I I 'I'" III I' ,
' I I !', I I ! III I' I ,11: I" II ' I '~ I.' 1 II I I ! ! I" I I \ II '.'11, I ! I 1 ' Ii'. , ! I 'I \')1 I
I ': ' I I 'I.',:! :11;\ :!di, I:; !: 1:11"1: I' , ;11 'I I,: I ,I, I' 1'1 1'\ 11:'1111'1 'I' 11:' :11,' ,I!! :,:1,:
' , ," I I, 1 "t, ';"1"1'" I Ii II! 'I /';1 'II" I' I 1'<\11":' I, d"J 11I,1 11'11'1" I
:':. : " i, '111111 ' :' III:: 1'1'1 III' II II,', I I " ! I: I II \,11', I 'i ! 'I I II i l illl! I Ii L: ','11' j " Ii'" "
" '; I :' Ii, ;11.1 ,,'!,::!I':I' ill ' ~ 'I " :I 1\ 1,1 ':1 'I "Ii' 'I' 1,,'1 1':1 : dL:! 1111 ". i' :1" ll~,:, ; ,
I I: : II '11', ,C: 'I "11:1" I I: I,; I : I : I I' : I:, III : I I "I ,11110\1 'II 'r. 11'1 " '
, I ! 11 I 1 ~ i I ! I ! I I r I !"j ! I I.; I I! I I: I ' I '1 1.1 l' I I I I I I I I ,'1 1 II, 1 I I
! ""I II 11'!',!!,I[lI':11 II v:1 " III ': I 'il':'1 1':IIII:i 111':1'111'<'1 II,' ':1" ::11 ';111 1';1' 1':1 ,,'
, I", I III '11+, 'I: 1,,1111,,1111, ,I I" d,1 I, ,: I' ',li!,I' Ii '''1111'1,
, I, I,,: I ' I ' :, ['1111 ;: II 'I ; I I I: ' I I::" !' I Ii , : II I I ; [ II ~' , I IiII'.I : ; ill ' I III "II I: II' :' 'I' I 'I '
"',, " I'" I II ilL'I.!. I I:, 1111: I I:,: I. I I II "i :, ,I I II "'I" Ii [, 'I 'ill' I 1 'III ' I "
/1'11,,'[, '1'1'11 :111' II I 'II': I 'I ',j I': 11',1 ,I, 'I i 1"11 ' :! Ii 'III! I, II ': III" 1 '
, I' I : !,II"" I I' , ," 1:1 I" , II II: 1'11'1,' /111 . ,I I 'II I 'I 11,1 :
, !I: 'I!IIII:I:I 'I ,,:1 :1' I,: I /1'1 I I: illl' !' I I '!i'l" :I!' ,\:1,11 n II :1 1"
i ',111, 11111:,1,1 I I" 'II:, [', 1';1 ,; 1'111'1 II: I 1,,11'1,,1 11"'1' I ,II 1"1
,I; i, I'! 'I,ll :Ililll 'I I I, I ::' 'I: :' III: II' : II' : I:I,I'I! ;, I i) II W, 11" I ,
' ',I I I ' 'I" I ' "I ',1"'1 I I !, II ' 'I :' I' I " I' 'I I II I I I, "II'II! III~ II "I II 'I ,; II" I 1 I!
I' I"" I'" " ' I" I I' I' 'II' II 'I ' 'I I I I II,
I ,I I I I I ' : 1 I> II I \ 'I 'II r L, ii' ~ j I! I 1 I' I '. j 'I / I : , ' I
i:i ,',I ': '/1':':,11 ;'.'1:1;.,1 I I. ' ~I! ,:,:1 ',' ;1::; :' ill!,III: Ii 'II' iil,!;,I!!!::! i:'II! iIIHIIII'IIII':!111 !I" !
I I I, ' r 1" I I "I I' I I ! I', I, I' II " I
: ,: 'I:" :.',11,"'1" , ,1,1, , "I', ".'. I I"" I" I 1'11," '1'<<11'1 1111 '1'1'1'1:' I' I '"
" "',' , . ',';; ,,' ,I; ':' I I II' I ' I, ,',I III" '!'
, I i J I ' , I I . ,I I ~ I :' ! I
," . I
I:'
I,
,
O~4
:i~~
n-
II" <<
I) ',' ~....
0. l"';l
~ S! !'\
CC
. -t.
r 'If
.... .,
,
~
ij!
151f
'1,
r t
'-'
,
N
....
.,
, "
I -~
'tlJ4 I
i3
Eo<
~
.
~ ~ l.l>
~
H
.,
~
Eo<
~
.. I'l
ig 0
~l i i Ii
(,!). ~ i ~ i ~
:ii~~~
~ ~ g ~ i ~
(,!) ~ ~ ~ ~
~ ~ ~
~
1
~
))
"
~
,
t'
~'
f
1East ~Elill 4'tnb Q]it~tht11tl'1tt
01'
MYRTLR O. KRCItMAN
I, MYRTLI G. HICKMAN, of Newville, Cumberland county,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my Last
will and Testament, hereby revoking and making void all previous
wills and Codicils heretofore made by me.
FIRST
I order and direct my personal representative hereinafter
named to pay all of my just debts, funeral expenses and expenses
involved or connected with the administration of my estate as
soon after my death as is reasonably possible.
However, my
personal
representative need not accelerate and pay those
unmatured obligat,ions Which, in his, her or its opinion, j,t might
be proper and more advantageous to retain or renew and pay as
they become due and payable. If I do not own a burial plot or a
grave marker at the time of my death, I authorize my personal
representative, in his, her or its sole discretion, to purohase a
burial plot and to ereot a suitable grave marker at my grave, and
to expend sums from my estate for this purpose.
GRIFFIE 8< ASSOCIATES
ATTORNEYS.AT.lAW
200 NORTH HANOVER 6TREEr PAGE 1 OF 6 NORTH MAIN STREET
CARLISLE, PENNSYLVANIA 17013 ct-iAMBEI'lSBURG, PENNSYLVANIA 17201
~
II
(r
J:'J
.j
''I-l
c2
"
LAST WILL AND TF.STAMENT OF MYRTLE G. HECKMAN
SECOND
I give, devise and bequeath my entire 8st,ate, together with
all
insurance
and
proceeds thereon, of whatever
nature
wheresoever situate to my daughtor, BVBLYN HICKMAN MINTZBR, of
Boynton Beach, Florida, providing that she survives me by sixty
(60) days.
THIRD
It is further my desire that my personal representative,
after consultation with any heir or heirs of mine who survive me,
and in his, her or its own discretion, choose such articles
from
my
tangible personal property (exclusive of
stock
cash,
oertifioates,
bonds, and all other t~ngib1e evidences
of
intangible personal property) as he, she or it believes will be
useful to such heir or heirs or desirable for him or her or them
to have, either from a sentimental point of view or otherwise,
and to deliver such articles to such heir or heirs or among such
heirs in equal or unequal shares as determined by the further
exercise of his, her 01 its discretion, provided no other heir
objects to the distribution. All tangible personal property not
so distributed is to be sold, either publicly or privately, by my
personal representative, adding the proceeds of such sale or
sales to my residuary estate and to be disposed of in equal
shares among my surviving heirs after payment of my estate debts,
taking into account the tangible personal property otherwise
provided to them.
GRIFFIE Be ASSOCIATES
ATTORNIiYS AT LAW
200 NORTH HANOVER STREET
CARLISLE, PA 17013
14 NORTH MAIN STREET
SUITE 307
CHAM8F.R58URG, PA 172.01
PAGE 2 OF 6
LAST WILL AND TESTAMENT OF MVRTLE G. HECKMAN
FOURTH
I grant my personal representative the follo~ing powers in
addition to and not in limitation of suoh powers as my personal
repre.entative shall hold by law:
(a) To retain all property rsceived including the stock of
any corporate fiduciary acting hereunder, provided such
property remains productive.
(b) To
join
any
in
corporation,
partnership,
recapitalization, merger, reorganization or
voting
trust plan, to delegate authority with respect thereto,
to
deposit investments under agreements and
pay
assessments, and generally to exercise all rights of
investors, including but not limited to, the voting of
shares.
--..:..,
,:n
(c) To manage, operate, repair, improve, mortgage or lease
on any terms any real estate held or owned by my
estate.
{
'-y
''t!
~
~
(d) To operate any business that I may own at my death.
(e) To invest any funds of my estate in any stocks, bonds,
notes or other securities or property, real or
personal, without regard to the principle of
diversification or any other statute or general rule of
law in his, her or its absolute discretion, it being my
intention to give my personal representative the
.
f"-.
~
GRIFFIE & ASSOCIA1'ES
ATTORNEYS AT I.AW
200 NORTH HANOVER STREET
OAR LISLE, PA 17013
14 NORTH MAIN B1'REET
SU IrE 307
CHAMBERSBURG, FA 17201
PAGE 3 OF 6
LAST WILL AND TESTAMENT OF MYRTLE G. HECKMAN
broadest investment powers possiblo, providing suoh
investments do not unneoessarily prevent the prompt
settlement of my estate.
(f) To sell or otherwise dispose of any property, real or
personal, tangible or intangible, at any time forming a
part of my estate ill any manner and on such terms and
conditions as my personal representative shall see fit
in his, her or its absolute disoretion.
(g) To borrow money for the payment of taxes or for any
other proper purposes in the administration of my
estate, and to mortgage or pledge estate assets as
seouri,ty.
(h) To compromise claims without court approval inoluding,
but not limited to, any oontroversies with the United
states of Amerioa or the Commonwealth of Pennsylvania
concerning
estate and inheritanoe taxes
on
any
.J
~
interests that may pass under this my Last Will and
Testament.
(i) To distribute in oash or in kind upon any division or
distribution of my estate.
~ (j) To undertake any and all acts deemed necessary and
('
, proper by my personal representative for the proper,
advantageous and prompt management of the settlement of
my estate.
GRIFFIE Bt ASSOCIATES
, AnORNEYS AT I..AW
~oo NORTH HANOVER STREET
CARLISL,E, PA 17013
PAGE 4 OF 6
14 NORTH MAIN STREET
au ITE 307
CHAMBERSBURG. PA 17201
LAST WILL AND TESTAMENT OF MYRTLE G. HECKMAN
(It) In general, to exercise all powers in the rnanllCjJ8ment of
my estatE! which any individual could exercise in the
manaCjJement of similar property owned in his own right,
upon such terms and conditions as to him, her or it
may
seem best and to
all
execute and deliver
instruments and to do all acts which he, she or it
deems necessary or proper to carry out the purposes of
this, my Last Will and Testament.
FIFTH
~
No interest of any beneficiary of my estate, either in
income or in principal, shall be subject to anticipation or
J
~
/~
pledge, assignment, sale or transfer in any manner, nor shall any
beneficiary have the power in any manner to charge or encumber
his interest ei thar in income or principal, nor shall the
f
\
interest of any beneficiary be liable or subject in any marmer
while in the possession of my personal representative for the
liability of such beneficiary.
SIXTH
I nominate, constitute and appoint my granddaughter, BONNIE
R. WILT, as Executrix of this my Last Will and Testament. In the
event my granddaughter is deceased, unable or unwilling to serve
or shall cease to serve for any reason whatsoever, then I
nominate, constitute and appoint my daughter, EVELYN HECKMAN
1lEN'l'IIBR, as personal representative of this my Last will and
Testament. I direct that my personal representative shall not bs
required to give or post bond for the faithful performance of
GRIFFIE & ASSOCIATES
ATTORNI:YS AT LAW
200 NORTH HANCJVf.R 6TAt!:T
CARLISLE;, PA 17013
14 NORTH MAIN STREET
SUITE 301
CHAMBERSBURG, PA 17201
PAGE 5 OF 6
~,I
~
~!
"
~I
f
OF
MYRTLE O. HECKMAH
I, MYRTLE o. HECKMAN, the within named Testatrix, do hereby
make and publish this Codicil to my Last Will and Testament dated
June 29, 1995.
FIRST
I hereby amend Paragraph Second of said Last Will and
Testament to add a second sentence, as followSl
In the event that my daughter predeceases me or fails to
survive me by sixty (60) days, 1 give,devise and bequeath my
entire estate to my son-in-law, DALE .. MENTZER, provided he
survives me by sixty (60) days.
SECOND
I hereby amend Paragraph sixth of said Last Will and
Testament to provide as follows:
I nominate, constitute, and appoint my daughter, EVELYN
HECKMAN MENTZER, as Executrix of this my Last will and Testament.
In the event my daughter .is deceased, unable, or unwilling to
serve or shall cease to serve for any reason whatsoever, that I
nominate, constitute, and appoint my son-in-law, DALE W. MENTZER,
as Executor of this my Last Will and Testament. I direct that my
Executor shall not be required to give or post bond for the
faithful performance of his, her or its duties in this or any
other jurisdiction.
lo"\ t;:tt
Q Po ~}
.!4 0
1<-,' 1f ~ " c\
:l
, t"I
, ....
'.., , ~ ;
'I"
i") ;,1 "
1& J::
1';. "a
d'
"
~
.-~
CERTIFICATION OF NO'fICE UNDER "RtJl.&....5. 5( ~)
Name of Decedent I
Mvrtle G. Heckman
D~te of De~thl__Maq;lLh..J 997 ._~____.,,_
Will No.
0241 of 1997
Admin, No,
To the Registerr
I certify that notice of beneficial interest required by
Rule 5,6(a) of the Orphans' Cou~t Rules was served on or mailed to
the following benef1ciaries of the above-captioned estate on
Marnh 21, 1997 I
N~me
Address
---.
~velYn H. Mentzer
,,----.1.6..QJ...B.o.u.~ 22nd Way
Boynton Beach, "FL 33426
--....--------.-
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except Inohel ,____
Date '3jlJj~J
.JYl, cwll.. VZ, {~
Signature
... 1;~<(
~- N
('I ,/{J -, (J.
l"'\ "
'II >. 0... ci
" ,'.1
....
~ .,
~ ,
,
:! ~~
c.' ~;"1 .0
0 w l" ~E
/J)C:C:
c:c: 08
Name__Miche,lle R. Calvert
Address 200 North Hanover street
C~r.!.i9le, PA 170'13
Telephone ( 711
243-5551
Capacity: Personal Representative
X Counsel for personal
representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUM'ERLAND
HI
EVl\L YN II.
being duly. SWPRN.
~1EN'l'ZER
.._. _,_ _~~._ '.'__L_~__.~~..._....._...~~. ,,____
_ .coordlng to r.w, dopo,", .nd "Y' thll Shl ,.,..IS. TIlE_,!';~F.C",UTRIX
of the E,lot. of ",j1YRTLE _G. Img,~MA~_M_ _.,_. .
I.tl 01. \VEST PENNSBORO TO\VNSIII P ., Cumb.rland County, Po" dlculld .nd thot tho
within I, en inv.ntory m.de by EVEL'XN Ii . M l':NI.Z ElL, ._, the ..id~~J:~_U!:~.!x.,._._
of the el'II;r. ..tet. 01 ..id d.ced.nt, oonll,tlng of ell the p.lIOnol prop.rty end rul elllll, exc.pt rul ..tet. ouhlde
Ih. Commonwulth of Penn'ylvoni., end thet the IIgure, oppo,lt. .ech It.m of the Inv.ntory repr...nt It', felr v.lu.
.. of the dete of d.cedent', de.th,
~ )!tJlJr 11 .nd ,ublClibed before me.
V &/ZL ~r.- 191Z
~~dA1L!fLe~
x-..~. '~.~~~:~;._ ...._.
1603 SOUTHWEST 22ND WAY
'Notarl.1 S..I
Leah A, Miller, NOlary Publl~
C.rll~l. !lo'o, Cumberland County
My Commission ~.pl'U April 17,2000
BOYNTON BEACH FL
33426
Add"..
MARCH
D.t. of Duth .__." __~
4
1997
O.V
Monti,
Yea,
INSTRUCTIONS
I, An Inventory mult b. fll.d within three month, elt.r eppolntment of perlonal t.pr.,entatlv..
2, A supplement inventory mult be Iiled within thirty deYI 01 discovery of eddltlonel "'Ih.
], Additional sh.ets may b. attached e, to personalty or reelty
4, See Article IV, Fiduciaries Act of 1949,
!l.
H
::t:
lJ)
Z
~
0
.... 1
,.., ~ t!! 0
~
-<t ~ p:; . ....
N ~ g Z 0 ~ p:;
0 ~ ~ ~ ~ k.1
I ~ W lJ) C ~ :> r;
..... :x: ... -l ~ Z ... .-l c
'" I- U. U Z ~ <( ~
0
I U. .... ~ 0 J.o.l J.o.l ... U ~
,.., W 0 ~ ::I:: !l. f
N > ~ p:;
Z c . .... ~
- Z ~ lJ) c3 ".1
0 f6 <( J.o.l .... 0-1
Z ... J.o.l ~ "ll .-l
.-l c k.1
.... ... ..! ::I::
po:: 0 .. U
~
><1 .JJ ... ,... H
:E:' ~ E ..! 0 x:
, ... ~ 0
.. U u: ...
-'
/ s
\ I 'OR OATIS 0' DIAT" AfTlR 12131191 CHICK HIR!
j....:rL.~ ,. INHERITANCE TAX RETURN ~o~::~ug:~D" IHUt".ID [1
CDMMONW!~NmYAN" 1 (ToR::I~~~ ~E~~~~~cTATE 'iLi'NUMii.---..-.---h.- ..---....
O!MRTM!NT Of A!V!NU! 2 1 97 024 1
H.AAI!fJtU~O!?12lo60l_ . WITH REGISTE_R o.F WIL~~l CC1.~!"TYCOOE __ YEA.!! NUMIE'
o N 'i NAME (lASt, ~jU', ANO MIDDlt IN1flAlI . -Ifc€OENf.5 COM~l!U Aonuu .
Heckman, Myrtle G. 210 Rjg Spring Road
SOCIAl !!(;UIUTY NlIMIU rO..(T~'O!AfH-'"-"~rbr.I~'~- Newvi 11e, P1\ 17241
186-24-8309 J20/97 ~4/02 c,,", Cumberland
I" "~'''''',.''''''.a "'''''''''.', ".., ".".., .'a",.,;;m;;;--'LO~~Al ,,(Wi: ,~~~:~.,~ AMOUNT O!C<IV'O ,,,, 'NmUClIONII
IttV.1500 n; + (1.1/.'
~
~Ie
.. :I
... ..
~&1
10
8f
o 1, Original Roturn
o .t, lImIted eual, 0 40, FUhl~' Interl'l Comproml..
(far dOlO' 01 d.oth oh" 12, t2,82)
o 6. D,c.d,nt Died Testa'e l"J 7, oee.d,nt Maintained a Living Trult
IAHach copy of Will) (Attach copy of Trull)
ALL CORRUPONDlNCI AND CClNPlDIN'I1AL TAX 'NFOIlMAT1ON SHOUlD II D.IICTIO TOt
N~ "_'_M COMPlEH /,IAlllNQ APolIUS
Michelle R.~alvcrt. Esquire 200 North Hanover street
m""ON' NUMolEO Carl Isle, PA 17013
_.J71,L.k, 243-5551 __
&1
III
~
I.
2,
3,
4,
5,
..
0 ~,
5
:0 7,
~ 8,
:-d 9,
..
10,
tl,
12,
13,
14,
15,
16,
17,
~ 18,
~ 119
.
B
S 20,
Roal Ella" (Sch.dulo A) (I I
Slack. ond 8and. {Schodulo BI ( 2 1
Clollly Hold Slock/~ortn",hip In,,,..t (Schodulo c) I 3 ) .
Mortgage. and Not.. Receivable ISchedul, 01 ( 4 I
COIh, Bonk Oopo.11I & MI."lIonooUl Porsonal Property (5 I 1 57 . 537 . 07
ISch,aulo E)
Jointly Ownod Properly ISchodulo F)
Tranlfo" IScho"ulo G)ISchodulo L)
Tolal Grall Alltll (Ialalllne. 1.7)
Funeral Expenst., Adminl.tralive COifS, Mlle.lIaneoul
Expens.. 15chedule HI
Oobu, Mortgago Lloblllli.., Lion. ISchodulo II
Tolal Deductlonsllotol Un.. 9 & 10}
Nel Value of ElIot. (line 8 minus line 11)
CharllClbl. and Goytlnmenlal Bequests (Schedule J)
N., Value Subject to Tax (line 12 minus line 131
Spousal Trnntf,r. (for aalt. of death aft.r 6.30.94)
S.. Instrucyion, for Applicable Percentage on Reveno l151
Sid,. llnclude valul' from Sell.dule I( or Schedule M.l
Amtlunl of lInt 14 taxabl. at 6% ral.
llnclud. value. from Schedule K or Sch,dule M.l
Amounl of line 14 taltable at 15% role
llndude values from Sch.dule K or S,ch.dule M.l
Principallalt due (Add lax from Lines 15, 16 and 17.)
Creditl Spousal Poverty Credit Prior Poyrnenh Dilcounl
+ _"__ +JJ.0.55
[I 2
/c ')
y
Supplemenlal Return
03
OS,
R.maind.r Relurn
(for dOl" of dealh prior to 12.13.82
Federal eltDI. Ta.'( Return R'qulrfld
_ a. Tolal Numb.r of Safe D.polit BOke.
, ,
, ,
(61
171
( 9 ) _....Jl.t 6 8 2 . 77
(I 0) ---.:.~~.:. 06
18)157,537.07
lit) 14.020.83
112) 143,516.24
113)
114)1~.<;1h ~4
)(._-
(16)
143. 5Jji...1L..._" ,C6 . ~61 0.97
(17) _.___,_" ,IS .
118)
8.610.97
Inter..1
If lln.19 il greal.r Inan Un. 18, .nler Ih, diff".nce on lint 20. This I' the OVERPAYMENT.
liD
119) _-4)0.55 ____
(20) _____._....__
8,180.42
C.lf'(k he'fl' d. VO~I tlrp rl;<quer.llhq n relund of you, ovclpClymonl
:z 1. If line 18 i. g,eater than line 19. enler Ihe diff"rer,c. on line 21. This is Ihe TAX DUE.
A. Enl.r Ihe inl.rlll on the balanc. due on line 21 A.
e, Enter Ih, tolal of Lin* 21 and 21 A on line 21 e, Thil il Ihe BALANCE DUE.
Ma6ce Check Payable tOI Re.l.t., of Will., Agent
~ l!:..~11 TO ~!ftWfR ALL QutSTlONS ON IIVERSE SlDI AND -TO' .ICHICK MATIII"i\..:..cj'~~__.
Under p.nolti., of p.rjury, 1 d.dore !hal I ha.... examin.d !his return, including accompanying u:hedulflt Clnd Italemlnh, and 10 Ihe bll' of my ~nowled9' and beliel
II. IruI, corr.ct arId campi.,.. I declare tho' all real estate hOl been ruporl.d at true market value, O-acloral;on of pr'parer oth.r Ihon ,h. penonal reprflillnla!lve
based on all information of which preparer hal any knowledg.
SIGNATUll Of PEUON ftf$PON$IILf '011 rlUNO ~fTURN ' A5ornSi61'rr.~(JITETIWc s t~'na'--way----"--- UAl[ -'--_.
~.J 1l fu t Boynton Beach, 1'1. 33426 U
!lmj~TlfRf~-(RfPAlHlI CfiHu T~ .. RmN.fATIVf-'---.-D-D-ffiS~~~~r'E11Ti a .no.v (~i'''' s t r.e e t-R--------'--- DATE'1'
D11 C kdtlJLj i't l'e. j ____..u.~,l r 11 ."..~E_^- ._.120~_____,___ ...J-"-f..l
(21) _
(21A) _.__, ____
(21B) .....JL.,180. 4L-___,__
.e'l.I~1l1 'II. f2"1}
..
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
COMMONWULTH 0' ftlENNSYlVANIA
INHllfTANCI 'AX llTUIN
.0101'" DtCIOINT
ES A
MYRTLE G HECKMAN
(Aiij;;;;p;;ty loUt'" .....d w"" tit. RI,h!.' Survlvonhlp muot be dl"lotod .n Sch.dulo '1
ITEMl
NUMBER I
DESCRIPTION
1. FARMERS TRUST, CHECKING ACCOUNT # 1240382
2. FARMERS TRUST, CERTIFICATE OF DEPOSIT #109454
,3. FARMERS TRUST, CERTIFICATE OF DEPOSIT #117162
4. FARMERS TRUST, CERTIFICATE OF DEPOSIT # 124279
5. MELLON BANK, BURIAL RESERVE ACCOUNT # 83928002
("'Moch addllJonol8Yw" IC 11" .h.m if mo... .paro. i, n..d.d,}
PI.a.. Print or ~ .
VALUE AT
DATE OF DEATH
10,943.63
4,048.43
73,843.90
61,8,%.84
6,864.27
S157,537.07
""'I'll '''11.UI
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES PI Prl T
~ .a.. nt or YIM
- NUM... --.-
21-97-0241
DESCRIPTION ~MOUNT
COMMONWU,UW 0' 'ENNSYLVANIA
INHUll'ANCll'oU UlVIIN
_'SlOINT OeC!DINT
HECKMAN
ITEM
NUMBER
A. """oral bp."...,
2. Attomey Foe.
GRIFFIE & ASSOCIATES
Family Ex.mption
Cloim....nt
1.
2.
3.
Il.
3,
EWING BROTHERS FUNERAL HOME
EBY GRANITE WORKS - MONUMENT INSCRIPTION
WAYNE NESS FLOWERS - FUNERAL FLOWERS
5,744;00
75.00
95.40
\,
Admlnlltratl... ,(:olt~,
Penonal Rop....ntaH... Commiulan.
Social Socurlty Numb.r 01 Perso"al R.p.....ntaH...,
Yoar Commi..lon. paid
6,301.48
R.lation.hlp
Add..... 01 C1aimar,t 01 dec.d.nt'. d.ath
SI....t Add....
City
Stat.
Zip Codo
4, Prabat. F...
CUMBERLAND COUNTY REGISTER OF WILLS 286.50
C. MI.collan.au. bpo"...,
1. THE SENTINEL - LEGAL ADVERTISING 93.42
2. CUMBERLAND LAW JOURNAL - LEGAL ADVERTISING 60.00
3, THE SENTINEL - "THANK YOU" ADVERTISEMENT 26.97
4,
5,
6,
7.
8.
TOTAL (Alsa _ on II... 9. Racapltulatlan) $12,682.77
(If mort .paco I. "ood.d, In..rt addltlon.l.hoofs of samo II...)
t~~~=~A~~~ H.~=~~~ l
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS .....
R Eli: is;.-? Eif - ,\iip - i 03:97") - NOY icE" -oF - i NHEii'if AiicE - "fAx - JiPPR ii is EHENT"; -Ai. l"OWANcE- ijri. - - - - -- -- - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MYRTLE G FILE NO. 21 97-02',1 ACN 101
If an assessment was issLled prey iOLl.ly, lin.. 14, 15 and/or 16, 17 and 18 will
reflect figure. that include the total of ~ returns a......d to dat..
ASSESSMENT OF TAX:
IS, Amount of line 14 at Spousal rat. (IS)
.16. A''lOunt of tin. 14 taxlbh .t Line.lICbsa A ret. (16)
17. Anount of Line 14 taxable at Colleterll/Cl... 8 rlt. (17)
18, Prinoipll rax Due
TAX CREDITS:
r ;Y';L
L____
;5-/07 !
COMMONWEAL TH OF PEllNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INOIVIDUAL TAMES
INUERl TANCt TAlC llll/lSIOII
OF.Pl, 160601
IIARRISftURG, PA I nza.0601
NOTICE OF ,INI1ERlTANCE TAR
APPRAISEHENT, ALLOWANCE OR DISALl,OWANCE
Of DEDUCTIONS AND ASSESSHENT Of TA~
MICHELLE R CALVERT ESQ
200 N HANOVER ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-29-97
HECKMAN
03-04-97
21 9]-0241
CUMBERLAND
101
PA 17013
ESTATE OF
HECKMAN
TAM RETURN WAS, I X) ACCEPTED AS fILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Esbt. (Sc:h.dul. A)
2:. Stock. and BondS! (Schedule 81
5. Closely HIld stock/Partnnrship Interest (Schedule Cl
4. Horta_a.s/Not.. Rlceivabll (Schedule OJ
S. C.sh/B.nk D~po.it./Ml~e. Parlonal Proplrty (Schedull E)
6. Jointh Owned Property (Schedule F)
7. Trensfer. (Sch.-dllle G)
e. Tot.l AS.lts
11)
(2)
(3)
(4)
IS)
(6)
(7)
,OQ..
.00_
.Q.Q
..Q..Q..
157,537,07.
,00
.....Q.Q..
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
~. funeral Exp.ns../Ad~. tosts/Hisc. Expen.ea <<Schedule Hl
10. D.bts/Hartg_ge Liabiliti.s/Lilns (~ch'dule t)
11. lahl Deductions
12. N~t V.lue of TIIx Retul'n
15. Char1tRb1e/Gnv.rn",.nt.l Beque.ts (Sohedule J)
14. Net Velue of Est.te Sunjlct to lex
191
UO)
12,682,77
1.338,06
Ill)
112)
(3)
(4)
NOTE:
,00
143,516,24
,00
H ,00.
M ,06.
M ,15.
1181
RECEIPT
NUHSER
AA211373
DISCOUNT (+ I
INTEREST/PEN PAID 1-)
430.55
AHOUNT PAiD
8,180,42
TOTAL TAX CREDIT
~--~
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. If PAID AFTER DATE INDICATED, SEE REV~RSF.
fOR CALCULATION Df ADDITIONAL INTEREST,
t:'"
*'
MiY.lhl II I" :H-"1
MVRTL E
G
DATE
09-29-97
NOTE I To insure proper
credit to your .ecount,
~ubMit the upper portion
of this forM with your
bx paYMent.
157,537,07
14.020 83
143,516,24
,00
143,516,24
.00
8,610.97
,00
8,610,97
8'610'97~
.-----
,00
.00
.00
I If TOTAL DuE IS LESS THAN n. NO PAYHENT IS REQUIRED,
If T01AL DUE IS REflECTED AS A "CREDIT" (CH), YOU HAY SE DUE
A REfUND, SEE REVERSE SIDE OF THIS fORH fOR INS'fRUCTIONS,)
~r
C~
!;.:'
(0-1
f:]
.
RESERVATION I E!~..t.. of dIC,.,.nh dy!rton or b.for. ole.lIb.r 12, 19a! u .If en)' future 'nt.rllt 11"1 tn. .U.tl It tren.f.rred
In!.po.....10n.or .hjo~!'ft(!.ito Clan I (oollltlrl1> btnIUclar'" of tnl dlo.d.nt .ft" tn. I)(plntlon of In)' IItU. for
11f. or for y..r., thl Couomtlllth hereby IICP,,"1Y ,,"ry.. tnl right to .pprahl and 1"1" tr"',1Ir Inhlrllenol TalCu
at the lawful C1al. 8 (coll,tlr.l} r.t. on Iny luch future lnter'lt,
PURPOSE or
NOTICEl
To fulf111 the rlqulrl..nt. of S.otlon 2140 of the Inh.ritanol Ind E.tlt. TeIC Aot, Aa' 21 of 19'5, (72 P,S,
Slotlon 9140>'
PAVHENT I
D.tlch the top portlon of thit Notlc. Ind .ublllt wltn your plyelnt to the R.gltt.r of WUlI prlnt.d on the re"'lrll Ildl,
uHakl chlok or Jlon-)' order payable tal REGISTER OF llILLS_ AOEHT
REFUND (CR} I
A rllfu!ld of . hlC cr.dlt, whloh wa. not r.quI.tld on the Ta)C R.turn, .ay bu rtqullt.d by cOllpl,tlng IIfl ttAppllOlltlon
for hfuna of Penn,ylvanla Inh.r-Jtanolil and E.tate Ta)C" (REV-UU)' Applloatlont IIr. a",.Uabl1 ..t thlOffl"t
of the Rlglshr of Willi, any of thl 23 Rly.nul Distriot OffiCII, or by 011111"111 thl .p.otal 24~hour
an.werlng 'Irylce nu.b." for for., order!ngl In Pllnnsylvanla 1-800-362-2050, Duhld. ".nnsylvlnla and
wJthln local Harritbur, aria (11) 787-8094, TOOl (717) 772-2252 (Huring Iep.lrld Onlyl.
OIJECTIONSl An~ p.rtv In Int.r..t nat uthfl.d with the apprais...nt, Dllowano. or disallowano. of d.ducHon., or ........nt
of t.lC (Inoludlng dhcount or Interllt) II shown on this Notic. "ust Obj.ct within ,hty (60) d.y. of rlo.lpt of
thll Notice bYI
--written protllt to thl PA n,pllrt.lnt of R''''lnu., loerd IIf Appeals, Olpt, 2&10H, Harrhbura, PA
--.-l.ctlon to hlv, the ..tter d.ter.ln.d lit audit of the aooount of the plrtonel r.pre..ntaUve,
--lIpplll to tho Orphans' Court,
171l6-1n21,
OR
OR
ADHIN
ISTRATIVE
CORRECTIONS I
Factual errors cUsIC/oVArtd on thit ........nt should b. addre...d In writing tOI PA D.part..nt of RI\'.nue,
Bureau of IndhdduII Te)C.., ATTNI POllt An'''II.nt Rlvl.w Unit, O.pt. 280601, Harrl.burg, PA 17128-0601
Phone (717) 787-6505. S.. pag. 5 of the boald.t tttn.truotlons for Inh.ritanc. 'IIC Rlturn far ft RIIld.llt
Olold.nt" (REV-15011 for an l)Cplanfltlon of ad.lnhtraUv.ly correotabl. ItrOrl,
DISCOUNT:
If any tal< dill it paid within thr.. (3) oaltndar lonths aftlr thl dlo.dent's dllth, a flv. perunt (5:0 dltcount of
th. ta)C paid I. allowla.
PENAl TV I
Th. 15% h)C ..nesty non~p.rtlolpat1on pClnlllty It eoeputld on the total of the talC and Int.r..t .......d, end not;
paid before January 18, 1996, the first day aftar thl .nd uf the 1:I)C a.n..tv p.rlod, Thl, non-p.rtloIPltlon
p.nalty It appa.labla In thl .... tllnner and In the the .... till. ..erlod flt yau would apPIIII thl tllC and Int.rut
that hI' b..n .......d .s Indlclt.d on this notlcl.
INTEREST I
Int.rut 11 charg.d beginning with first dly of dallnqulncy, or nlna (91 lIonth. amt on. (1) day frOI the data at
a..th, tCl the date of pa.,.."nt, Te)Cu whloh beo..e d.Unquant b.for. January 1, 19tz b.ar Interut .t tn. rat. of
sb (6%) pereant per annUlI e.leulat.d at It d.Uy rat. of .0001ll4. All h>lll whloh blOD". dellnqu.nt on and lifter
January 1, 1'82 will b.flr internt at a rat. whiCh wUI \,lary fro. cal.nder ytar to oal.nd.r Ylar with thlt rat.
announoed by the PA n.p.rt..nt of R.",.nu.. The eppllcabl. int.r..t rat.. for 1982 through 1991 arll
'!!!t Int"..t Rat. Daily Intarut Factor r!!.r Intlrut Rat. .!!.al~lntlre.t Flotor
1982 lOY. ,000546 1987 9% .000247
1963 16% ,0001t56 1988-1991 11% ,000301
1984 11)( ,000501 1992 9% ,000247
19.5 13% ,000356 1993-1994 IX ,000192
1986 10% ,00027(; 1995-1997 9% ,000247
~-Int.r..t Is oalcul.ted at folio\llll
INTEREST . BALANCE or TAM UNPAID K NUHSER OF DAYB DELINQUENT X DAILY INT~REBT FACTOR
-~Any Notice Iuutd aftar the h)C b.oo..s d.lInquent will refl.ot an Int.rut ..aleul.tlon to flftlln (15) dey,
b.yond the dllt. of the ......".nt, If paYlIllnt 11 tad. aftar thl Intlr..t COlputltlon da" .hown on the
Notlc., eddlUonal Int.r.st Ilust b, calculat.d,
.;lIJ/7-,:21..j1 c./
FAMILY SETTLEMENT AGREEMENT 1'7,(10
lNTHE ESTATE OF
MYRTLE G. HECKMAN. DECEASED
AGREEMENT executed Ihis II day Or\\i .'" ____, 199'7, by
and between EVEI,YN HECKMAN MliNTZEll, Executor of the Es/ate flf Myrtle G,
Heckman, deceased, and EVEI,YN IIECKMAN MENTZER, individually, beneficiary of
the Estate of Myrtle I,: lIe('knwn
WHEREAS, Myrtle (,', lIecknwn, late of West Pennsboro Township,
Cumberland County, Pennsylvania, died on March 4, 1997, having left a Last Will and
Testament, and
WHEREAS, on March 14, 1997, the Register of Wills in and for the County of
Cumberland, Commonwealth of Pennsylvania, did constitute and appoint EVEI,YN
HECKMAN MENTZER, as Executor of the E,~/(/te of Myrtle (,: Heckman, in Estate
Number 2197-0241, and
WHEREAS, the Executor has proceeded with the administration of said Estate
consisting of assets in the amount of $157,536,55, plus interest, and disbursements in the
amount of $12,860,21, and distributions in the amount of $144,676.34, plus interest,
leaving a principal balance on hand of $0,00 as set forth in the First and Final Account, a
true and correct copy of which is attached hereto and made a part hereof as Exhibit "A",
and
WHEREAS, the only parties in interest in said Estate are the above-named parties,
and
WHEREAS, said parties in interest desire that the Executor shall not be required
to file an Account with the Orphan's Court of Cumberland County, Pennsylvania, and that
the net estate of the decedent shall be distributed without the necessity of filing a formal
Account to avoid the expcnse, delay and publicity of a formal accounting, but should
instead be distributed in accordance with the EMecutor's Proposed Schedule of
Distribution, a true and correct copy of which is attached hereto and made a part hereof as
Exhibit "B",
NOW THEREFORE, in consideration of the mutual promises, covenants and
agreements recited herein, the above-named heirs and beneficiaries of the Estate of Myrtle
G. Heckman do hereby mutually agree as follows'
1, The parties hereto, and each of them, agree and acknowledge that they have
fully and carefully examincd the First and Final Account of EVEYl-N HECKMAN
MENTZER, Executor for the E.~tll/e I!f Myrtle (r, Hcckl/llln, deceased, and Proposed
Schedule of Distribution relating thereto, and find them to be true and correct,
and acceptable to the parties hereto and each of them, and further that each of them has
received a copy of this Family Settlement and Final Release and of said Account and
Proposed Schedule of Distribution.
2, Th<.1 psr1ies hereto ll<.1reby agree that in order to avoid the eM pense, delay and
publicity involved in the filing of a tormal Account and Schedule of Distribution, no
accounting to the Court is necessary and we do hereby agree that we do consent to
distribution being made without the filing of an Account and Schedule of Distribution, the
same to be with the same force and eilect as if they had been filed and confirmed by the
Orphan's Court Division of the Court of Common Pleas of Cumberland County,
Pennsylvania,
3. The parties hereby remise, release, quitclaim and fbrever discharge the E.~tllte
of Myrtle (,: Heckm"n, and EVE1- YN HEC'KMAN MENTZER, Executor, his heirs,
executors, administrators and assigns, fhml all manner of acts, suits, claims, accountings,
debts and demands whatsoever which we or any of US or our legal representatives or
assigns may at any time hereatler have against said Executor, estate. or assets thereof,
touching or concerning the Estate of tile Decedent.
4, The parties hereto hereby covenant and agree that they will contribute their
share of the Estate to satisty all claims. debts, demands, suits or cause ofaclion which may
be successthlly brought against the Estate 01' the Executor aileI' the execution of this
Family Settlement and Final Release.
5, The parties he,'eto hereby agree that they will at all times in the future and
wherever necessary, appropriate or convenient, make, execute and deliver to said
Executor, and/or to the other party 01' persons, any and all instruments, documents,
conveyances, deeds. releases 01' other instruments of any kind necessary or convenient to
carry out the intention of this Family Settlement and Final Release,
6, This Family Scttlement and Final Release constitutes the entire understanding
among the parties hereto, and each or them IIcknowledgcs that no representations 01'
statements of any kind. written or oral. have becn made to them or any of them prior
hereto by the Executor 01' any other person OJ' party upon his behalf
7, This Family Settlement and Final Release shall inure to the benefit and shall
bind the parties hereto, and each of them, their heirs, executors, administrators, successors
and assigns,
8, This Family Settlemcnt and Final Release shall be governed by the laws of the
Commonwealth of Pennsylvania,
"
FAMILY SETTLEMENT AGREEMEm
IN THE ESTATE OF..
MYRTLE G. HECKMA.lL. DECEASED
AGREEMENT executed this II day of~ . .1997, by
and between EVEL'iN HECKMAN MENTZER. Executor of the EstJzte of Myrlk G.
Heckman, deceased. and EVELYN HECKMAN MENTZER, individually, beneficiary of
the EstDte of Myrtk G. HeckmtUl.
WHEREAS, Myrtle G. Hecknuvt, late of West Penn.sboro Township,
Cumberland County, Pennsylvania, died on March 4, 1997, having left a Last Will and
Testament, and
WHEREAS, on March 14, 1997, the Register ofWUl.~ in and for the CoUDty of
Cumberland, Commonwealth of Pennsylvania, did constitute and appoint EflELYN
HECKMAN MENTZER, as Executor of the Estate of Myrtk G. Hecbuur, in Estate
Number 2197 -0241, and
WHEREAS, the Executor has proceeded with the administration of said Estate
consisting of assets in the amount of $157,536.55, plus interest, and disbursements in the
amount of $12,860,21, and distributions in the amount of $144,676,34. plus interest,
leaving a principal balance on hand of $0,00 as set forth in the First and FmaI Account, a
true and correct copy ofwbich is attached hereto and made a part hereof as ExhIbit "A",
and
WHEREAS, the only parties in interest in said Estate are the above-named parties,
and
WHEREAS, said parties in interest desire that the Executor shall not be required
to file an Account with the Orphan's Court of Cumberland County, Pennsylvania, and thaJ:
the net estate of the decedent shall be distributed without the necessity of filing a formal
Account to avoid the expense, delay and publicity of a formal accounting, but should
instead be distributed in accordance with the ExecutorS Proposed Schedule of
Distribution, a true and correct copy of which is attached hereto and made a part hereof as
Exhibit "B " ,
NOW THEREFORE, in consideration of the mutual promises, covenants and
agreements recited herein, the above-named heirs and beneficiaries of the Estate of Myrtle
G. Heckman do hereby mutually agree as follows:
I, The parties hereto, and each of them, agree and acknowledge that they have
fully and carefully examined the First and Final Account of EVEYLN HECKMAN
,'rJENTZER, Executor for the Estate of Myrtle G. Heckman, deceased, and Proposed
Schedule of Distribution relating thereto, and find them to be true and correct,
\
\,
~ i"
and acceptable to the panies hereto and each of them, '.md fltrther that GaCh of them h.u
received a copy of this Family Settlement and Flnal Relcue and of said Account and
Proposed Schedule ofDistnoution.
2. The parties hereto hereby agree that in order to avoid the expel\Je, delay Ind
publicity involved in the filing of a formal Account and Schedule of DiJtrtoution, no
accounting to the Coun is necessary and we do hereby agree that we do COllSCllt to
distribution being made without the filing of an Account and Schedule of Distribution, the
same to be with the same force and effect as if th'=)' Iw.I been filed and confinncd by tho
Oqlhan's Court Division of the Court of Common Pleas of Cumberland County,
Pennsytvania.
3. The parties hereby remise, release, quitclaim and forever diJcharge the Esurie
of Myrtle G_ Heckmall, and EVEL YN HECKMAN MENTZER, FJl:ecutor, his heirs.
executors, administrators and assigns, from all manner of acu, suits, claims, accountings,
debt!! and demands whatsoeVer which we or any of us or our legal representatives or
assigns may at any time here<1fter have against said Executor, estate, or ilssetS thereof:
touching or concerning the Estate of the Decedent,
4. The parties hereto hereby covenant and agree that they will contribute their
share of the Estate to satisfY all claims, debts, demands, suits or cause of action which may
be successfully brought against the Estate or the Executor after the execution of this
Family Settlement and Final Release.
5, The parties hereto hereby agree that they will at all times in the future and
wherever necessary, appropriate or convenient, make, execute and deliver to said
Executor, and/or to the other party or persons, any and all instruments, documents,
conveyances, deeds, releases or other instruments of any land necessary or convenient to
carry out the intention of this Family Settlement and Final Release,
6, This Family Settlement and Final Release constitutes the entire undemanding
among the panies hereto, and each of them acknowledges that no representations or
statements of any kind, written or oral, have been made to them or any of them prior
hereto by the Executor or any other person or party upon his behalf.
7, This Family Settlement !IJld Final Release shall inure to the benent and shall
bind the parties hereto, !IJld each of them, their heirs. executors, administrators, successors
!IJld assigns,
8, This Family Settlement and Final Release shall be governed by the laws of the
Commonwealth of Pennsylvania,