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I)I':TITION H)I{ I.ROnATE IIl1d C;RANT 0.' I,Kf"ri':RS
&laleof..YJr:JIIS::III'('III~'r"lx'r'J.'r No, dl-l\l-. Li~)~.
also kllowlI a,i ....HL\11 ,II,J t.. l!i'r:',jll'IUI'r 10;
_.~_..,.._.... I{eglslcr of Wllh (ur the
___._..._............ . /Jerea.itlJ, County o( (\llllL11rJ.;lmL.__ In the
Sodal SICllflty No, ...o!.lli::J!i..-.J.l!:&_._..._...._ .. COlllmonwealth o( Pennsylvania
The petition of the undersigned respectfully reprcsents that:
Your petltloner(s), who Is/are 1ft years of age or older an the exeeut..QL.._~____ named
In the Isst will o( the above decedem, dated ..l:{QYWlII,1l,u:..1l.......___...._....__.__. 19~
and codlcll(s) dated ...;1J!lY._jQ.l...199..f!.............._..~..__..__..._._.._
(~talc rclevunl c1rClIm,llIrlCC\, e.g. renunciAtIon, death of executor, etc,)
Deeendent was domiciled at death In _ Cumberland County, Pennsylvania, with
h or Isst famIlYtl-Prlnc\I~1 r9~ldefxe ~lnWJ3rl~. r08S lngs, 1 r Emgsdot:.f Way.
Carlisle, PA , )Q;' yn; I ,1~ . u...JJ!..: . ., '. _
(list strect, number and munclpalllY)
Decendent, then ...J1L....._ years of age, died May 7 .1997
at Hershey Medical Center, Derr'; 1'ownshlp, Dauphin County, PA .
Except as follows, decedent did not marry, was not dlvmced and did not have a child born or adopted
after execution of the will offered for probste; was not the victim o( a killing and was never adjudicated
Incompetent:
Decendent at death owned property with estimated vslues as follows:
(If domiciled in Pa,) All personal property
(If not domiciled in Pa,) Personal property In Pennsylvania
(If not domiciled In Pa,) Personal property In County
Value of real estate in Pennsylvania
situated ss follows: No Heal Estate in Pennsylvania.
$ 475,000
$
$
$
-~
WHEREFORE. petltloner(s) r~spectfully request(s) the probate of the last will and codlcU(s)
presented herewith and the grant of letters testamentary
(lestamentary; administration c.I,a,: administration d,b,n.c.l,..)
theron.
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1012 Drayer Court
Carlisle, PA 17013
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSnV ANIA } ss
COUNTY OF Cum_berland
The petltloner(s) above.named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best or the knowledge and belief of petltioner(s) and that as personal represen-
talive(s) of the above deeedenl petitloner(s) will well andlluly administer the estate according to law,
Sworn to or affirm"d and subscribed . ""\0~.Q~ ~. - tIl
he fore me IhiS~t.__;JQ.._.....~._ day or J..............._--....._...._--~--- ~'
7'ftv(ff:iW;j-"G.:'..-if[J~~(.'~!~ttJr.J.71~...-=_....__.___~______ !
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No. 71 - 97 - 486
Estate of
Virginia ~lIarApergor
_I Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ,JUNE 5 19~,ln consideration of the petition on
the reverse side hereof, satisfactory proof having been pre.lented before me,
IT IS DECREED that the Instrument(s) date<LWILL -NOVEMBER 17. 1994 CODICIL JULY 16. 1996
described therein be admitted to probate and filed of record as the last will of
VIRGINIA G HERSPERGER
TESTAMENTARY
WEBB SELLAMN HERSPERGER---
and Letters
are hereby granted to
'-
fJmOtc ty'J
FEES
Probate, Letters, Etc. ",..",. $ 340.00
Short Certlflcates( 1~.",...,.. $ 4".00
Renunciation "."".."..." $
CODICIL 10.50
X-Pages $ 8.00
JCP TOTAL - $ S 98
Filed.".. :l.U.~~. ?."m?""". ..<1.08:50
MARY CLEWIS
Michael J. Hanft, Esquire, 57976
ATTORNBY (Sup, Ct. 1.0, No.)
11 W. Pomfret Street, Suite 2, Carlisle, PA
ADDRBSS
(717) 249-5373
PHONB
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Letters and order put in attorneys file in Rrothy on 6.5-97.
WARNING: IT IS ILLEGAL TO AL HR THIt; COpy on
TO OlH'l.ICATE 8V PHDTDIlT AT OR PHOTOUnAPI1
COMMONWEAlltlOf 1'1 NNlIVI Y,"II.
(J~J1A"tMf:~." or t11:.~t rtt VllAI III Coftllll
LOCAL REGISTRAR'S CE.RTlfICAlION OF DEATH
CERT. NO, 3 4 6 3 3 9 5
May 14 I 1997
- O"l~iiTii1mi'iif1lTITt':ll;lilil~.il.;t.-'
Virginia G. Hersperger
Name of Decedent ~"---'---n---~-"'-'-"~''''''-''--'-''T .... -"--.-."--.'.~.-T..,...._.-._--..n-...--.. ----
Female '" 219-36'::7'850 Io'f"lY 7,1997
Sex ...._......._....__.___Soolal Security NO'__.__.m.._..__.._.__...... u ..w.____. Date of Dllath ..__..~.._____.___.__.....__
Sept. 10, 1900 Mary land
Date of Birth .__...________._._____ Blrthplace._.....____..__.__.._....__.__..._...__.__..____...__ ......__..
University Hospital-M.s.Hershey Mad. Ctr. Dauphin Co. Derry Twp.
Place of Death _. ~____......_..__.__.__.____=~_,____.____J~~n[)~Ly~_ni~
F.c!lity N.mll L'J\mly (i,ly tHlrfllJQ" Of \Oltrlll'lp
White Teacher NO
Rece _.______...._~__ Occupation .___.______._.______ ....._.._ _ Armed Forces? (Yes or No) ___...___.._.____
, Wi<'lowe<l Decedent's 1 T..ongs<'lorf Way,Cumberlan<'l CroBsing,Carlisle, Pa.17013
Mantal Status ___'__"_____ Mailing Address .______........... .. ..._ _.. ____.__. _n.....__
Webb Selman Heraperger Numt/tlf "'~-'~JI'~~l .. J~hn---~. Roffie~l- '.. .r'-S'A!;.....,-~_..
Informant,___._._..____._____._____._._._~__ Funeral Director
Name and Address of Rothermel F. H., 25 W. Pine st., Palmyra, Pa. 17078
Funeral Establishment __._.~_._____.._._~___...___..__.____ .__..,
. - -.. .,--~----~-_._-....-.~-~--.---...._-~~....,~ -.. --..
: I nterval Between
Part I: Immediate Cause : Onset and Death
Cardiac Arythmia :
(a) __.._..__________.______._____,._____,___..__,_____,._..__~______~-_----.-.-.--,-..-.. .
Due to Coronary Artery Disease (Presumed) :
(b) ...~________,_ _.___.__. .1.-.___._h___
~~~. :
(c)____.~________._________..._..____.._....__.__.._..__..____.___________-:......-----------.--
,
,
,
.............--.........-.-.--....----
(d)
Part II: Other Slgnlfloant Conditions
--.----'"~-.--.-......-..~--.__.___..~'._".--.---,.--,..........._________r--~-.-_._.-.._~
Manner of Death:
Natural ~
Ac"ldent 0
Suicide 0
Desorlbe how Injury ooourred:
Homicide 0
Pending Investigation 0
Could not be Determined 0
........_._-~-,"""..........~....~.....-......--------.------_._._-_.._.
Name and Title of Certifier.
M. S. Hershey Me<'lical Center ..-- Her~hey, ..;;~_:._--------..(M.O':O.O~6C;o;;-61,..';rt-:)
Address ____..__,__..______~__________.__.___...H,_ __....___.._..____.._,_._.___________._.___.._
W. Tlosseau Murray
This Is to certify thaI the Information here given Is correctly copied from un original certificate of
death duly flied with me as Local Reglstrllf, The original oertlfluata will be forwarded to the State
Vital Records Office for permanent flling....g~t)_;!j..!L'.~)!__,::.c1Z(~)L._.H_~8-_357
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May fJ,1997 159 N. Rai1rO<~C1 :il:.. 'a myra, a. u 0
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21 . 97 . 486
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LAW Of'F"lCES
MILLER, MILLBR .. CANBV
CHARTERED
2008 MOtlROE ~TR€E'T
/lOCKVILI.t:: MAA'I'LAND
.101 7L'lil ~212
120,13WE5T PATRICK 51
nU!OlORICK MARYLANO
30\ L'lOL'l-1380
...
property would be distributed under the then existinq laws of Maryland had I
then died intestate, unmarrisd and ths owner thereof.
D. If any person entitled to reoeive all or a portion of any
shares hereunder shall not have attained the aile of twonty-one (21) years at the
time of distribution, my Personal Reproeentative shall distributo his or her
ahare to VIRGINIA HERSPERGER BOYNTON or, if she is unable or unwil1inll to serve,
to an individual se1eoted by my Personal Ropresentative to be the oustodian for
suoh person under the Maryland Uniform Transfers to Minors Aot.
ITEM IV
I appoint my son, WEaB SELLMAN HERSPERGER, to be my Personal
Representative.
If my said son shall fail to qualify or oease to act as
Personal Representative hereunder, I appoint VIRGINIA HERSPERGER BOYNTON to be
my Personal Representative.
I direot that no bond shall be required of my
Personal Representative or suocessor Personal Representative.
ITEM V
A. I give to my Personal Representative hereinbefore named all
of the powers set fort.h in the Reoorded Provisions and Powers, known as
"Fiduoiar.y Powers, Miller, Miller and Canby, Reoorded Provisions and Powers,
series B", of reoord in the Land Reoords of Montgomery County, Maryland, in the
Fiduoiary powere Dooket at Liber 1, Folio 15, and I exprese1y inoorporate all
of the provisions oontained therein with the exception of ~ny provision which
is inoonsistent with the express 1anguaqe of this Will.
B. In addition, I hereby give to my pereona1 Representative the
power to employ oounsel in the administL'ation of my estate, oharging all such
oounse1 fees as estate administration expenoes and not as a diminution of the
oompensation which my Personal Representative may be allowed.
C.
I direot my Personal Representative to payout of my residuary
estate all taxes validly assesssd by reason of my death without any right of
reimbursement from any person.
D.
Throughout this Will all references to my Personal
Representative shall be made in the singular neuter and, in addition, throughout
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HANFT & VOHS
ATTORN J<;VS AT LAW
II WIlST I'OMI'IWT S'I'IUmT, Stll'l'l'. ~
CAH[,ISLI~, PA 170D
MICHAIlL ,1. I-lANFT
WILLI^M C. VOHS
(717) :<:l49-5373
, FAX (717) 0l49-04~7
August 5, 1997
Mary C. Lewis
Register of Wills of Cumberland County
Cumberland County Courthouse
Courthouse Square
Carlisle, PA 17013
Rei Estate of Virginia Gartrell Hersperger
Estate No. 21-97-00486
Date of Death I May 7, 1997
Dear Mrs. Lewis I
Enclosed with this letter is my esorow check number 3674 in
the amount of $19,950.00, representing the payment of inheritanoe
tax in the above-referenced estate, as follows I
Assets of $350,000.00 at 6% .. $ 21,000.00
Assets of $ 0.00 at 15% .. $ 0.00
Total = $ 21,000.00
Less 5% Discount .. $ 1,050.00
NET TAX PAID = $ 19,950.00
Would you please issue the appropriate receiPr~!ancl"forwa~4
them to me at the above-listed address. I thank youinadvariae
for your prompt attention to this matter.
Very truly yours,
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Enclosure
CCI Webb s. Hersperger (with enclosure)
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21 - 97 - 486
FIRST CODICIL
I, VIRGINIA GARTRELL HERSPERGER, of Montgomery county,
Maryland, do hereby make this as a first Codioil to my Last Will
and Testament dated November 17, 1994.
1. I hereby revise Item III B(I) (e) to read:
The sum of
Two Thousand Five Hundred Dollars ($2,500.00) to JOSHUA FERGUSON.
2. I hereby add to ltem III B the following as sub-
paragraph (e.): The sum of Two Thousand Five Hundred Dollars
($~,500.00) to ANDREW EVERTON BOYNTON.
3. In all other respects, I hereby ratify, confirm and
republish my said Last Will and Testament dated November 17,
1994.
Executed this 16th day of July, 1996.
WITNESS:
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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COMMON~SYlVANv,
DEPARTMENT OF REVENUE
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OECE NT'SNAME(lA!ll.FlflST.ANOMlOOlEINfTl"J.lllM'b1riblocktl~."'wor~t
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II E I( S PI': H G E H
SOCiAl.. Sf.CURlfY-NlMlER
V 1 H C; I N
OATE Of DEATH
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;19-30-7[1500';/0711997
(If' ~LICABlE)SURVMNO SPOUSE'S twM: (lAST, FlflST, AJlJMlOOtE INITW.) socw secURnv NlMER
,
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DAlE Of BlAH!
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9/10/1900
THIS RETURN lIOn DE FLED IN DUPLICATE WITH THE-
REGISTER OF WILLS
1Jl1, OrIginal Retum 0 2. Supplemenllll Retum 0 3, RemalndorRetuml""._""'~ 11,"'21
o 4,limI1edE'late 0 4a,Futu"lnteresICompromlsel""._"'''.''~n 0 5,Faderal Estate TM Ratum Requlrod
~ 6. Decedent Died Testate ,'''',,,,.''''', 0 7, Decedent Maintained alMng Tru.t _..'.TMl) ..D 6, Total Number of Safe ~posn 8o,es
o 9.litigftllon Prooeeds ReoeIvod 010, SpouseI POWfty Crednl"".__".J1.t'...1.'.95) 0 11. EIactlon III tax undolr SIlc, 9113(A) """,,",,0)
THIS SEC N MUST 1M! COMPLETED. AI.L CORReSPONDENCE AND CONFIDENTIAl. TAX INFORMATION SHOULD BE DIRECTED TO:
NAAlE COMPlETE MlAING ADDRESS
Michael J. Hanft, Esquire
FIRM lWAf; (If ~pIiclII:6e)
Ten East High Street
Carlisle, PA 17013
" Real Eslalll IScIleduIeA) (1)
2, Stod<> and Bood. (Schedule R) (2)
3. Closely Hald CoIporaIlon,Partoolshlp or SoIa-Propf1etorshlp (3)
4, Mo1\lagas & Noles Receivable (Schedule D) (4)
5. Cash, Bank Depos/b & Miscellaneoo. Personal Propet1y 15)
Z lS<hedule E)
0 6, Jointly CMned Property ISchedule F) (6)
5 7. Inlef.vlvoo Transfers & Mlscellaneoos N....Probata Property (7)
:::l ISchedule G or l)
I: 6, Total Oro.. AI"" (totallnes 1.7)
~
9. Funeral EIlpensas & Admlnlstrallv. Coo'" ISchedule H) (9)
~ 10. DeblS of Decedenl, ~agall9b1lill8s, & liens (Schedule I) (10)
11. Total DedllCtiono (tolalllnes 9 & 10)
232,.873.82
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I 1 0 0,0
6 0 I 0
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o O. 0
6 3. 9
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(8) , 3 9 2 I 9 3 7 . 7 7
2 0.. 4 5 6. 4 0
, 6 6 O. 7 9
(11) , 2 1 ,1 1 7 . 1 9
12. Nat V.lulof Eltat, (llna 6 m"us line 11)
13. Charitable and Govammool8l BequestslSeo 9113 Trusts for wl11ctt an alectlon to tax has not been
madalScl10dule J)
14. Nat V,'uI Subject to Till (lIna12 mlnu. line 13)
15. Amount of Nna 14 taxable
at the Sf'lUsallax ,al. " x ,0
SIlO Instruction. on ,evaoo side for applicable portenlaga
1B. Amount of line 14laxable
at6%rate , 3 7 1 . 8 2 0.5 8 x ,06
17, Amounl nllinel418"bIe
at 15% ra'a X ,15
16. Tax Dua
19.
CHECK HERE If YOU ARE; REQUESTING A REFUND OF AN OVERPAYI,IENT.
(12)
(13)
,371,820,58
O.
(14)
'371'820'58__
115)
116)
(17)
(18)
2 2.309 23
,-
2 2' 309' 2 3
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Under penalties of pllfjury, I OOclar& IMt I have exa-nlned this tetvln, Incltiding accomplIflying schedules Md ,~It, lOtI ~Ihe besl of my krlowIcdoe Md bell8f:iI15 true, COfrect iVId compIeIe. Daclaraf.ionof preparoro\tler
Itl~ the OIlUonal reoresenlab'/B is basfd 00 l!IllJ1foonation otwhich..Q!.U'..V!...IlIlarw k.rlrMIeOOe
_~'GNfUl!!' OF PERSON RESPONSIBLE FOR FILING RETURN AOORESS
\,.J..J,.(r~ /
SIG1TUR.E OF PREP~RER~THE 7H ~. EN ATIVE
[, C(.:;. , II
AOORESS
1012 Drayer Court
Carlisle, PA 17013
']'('11 Ea"st: High Street
Carlisle, PA 17013
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Dec~dent'. Complete Addreaa:
STREET AOOR!BS
One I,ony,."],,rl.. WilY _
Cumberl ~croflflj nqfl
cl~arI inl,'
STATE
P!\
liP
17013
Tax Payments and Credits:
1. Tax Due (Pagd Hlne 18)
2, Credllo/Payments
A. Spousal povarty Credit
B, Prior paymeots
C,Olscoont
(1) _
??10Q 7.1
1~,~5U.OU
-
1 . nso nn
Total Credlto (A. B. C) (2)
21,000.00
3, Intarest!Pooa!ty ~ applicable
0, Intetest
E,Panalty
T otallnlerestlPenalty ( 0 . E ) (3)
4. If line 21s greater than line 1 . line 3, entel the dlffelence. Thl91s the OVERPAYMENT,
Check box on P"'ill 1 L1nl 18 to requnt I refund (4)
5, If line 1 . line 31s greater than line 2, enter Ihe difference This Islh9 TAX DUE. (5) 1 , 309 . 2 3
A, Enter the Interest on the tax due, (5A)
6, Enter the lotal of Line 5 + SA. This Is the BALANCE DUE, (56) 1 , 309 . 23
Make Check P~yable to: REGISTER OF WILLS, AGENT
_ UIIl _ I ~
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Old decedent make ,~ transfer and: Ves No
e, retain the use or Income of Ihe property tranoferred; ..........,......."",,,.,,.....,,...,,,,.,,.,,"",,......, ObJ
b, retain the right to designate who shall use the property trensferred pr Its Income; .............." 0 [J
c, retain a reversionary Interast: or...."",,,.,,,,,,,,,,,,,,,,,.,,......,,,,,,.,,,,.,,..,,.,,....,,"""'"'''''',..,,''''''' 0 [J
d. receive the promise for life 01 either payments, benefits or care? ..""..,,,.........,,.............,..... 0 \]
2. If death occurred on or before December 12,1982, did decedent within two years
preceding death transfar property without receiving adequate consideration? If death occurred
after December 12, 1962, did decedent transfer property within oDe year of death without
receiving adaquate consideration? ,."...."......"""".",,,,,,,,,,,,,.,..,',,"',,.,",,..,.,..,,.,,..,",,,,,,,,,,,.."'" 0 ~
3, Old decedent own an "In trust for' or payable upon death bank account or security
at his or her death? ..",,,,,,,.,,,,,,.,,,,,,,,,,.,,'" ".."",,,. " ,"'" ".....'" " ".. " " " " " ,,,..' " " "" "..," "..",,,,, "." 0 [)
4, Old decedent own an Individual retirement account, annuity, or other non-probete property? .",0 [)
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
72 p.S. ~9116 (a) (1,1) (I) provldad fcr the reduction of the tax rale Imposed on the net value of tranofers to or for the use of the
surviving spouse Irom 6% to 3% for dates of death on or aftar July 1, 1994 and before January 1, 1995,
72 P ,So ~9116 (a) (1,1) (II) provldad for the reduction of tha rate Imposed on the net value of tranofars to or for the use of tha survlvln9
spouse from 3% to 0% for dales of death on or after January 1, 1995, The statute does not exem~ a transfer to a surviving spouse
from tax, and the statutory requiremento for disclosura of assats and filing a tax return are stili applicable even If tha surviving spouse
is the only banefirJary,
FOR DATES OF DEATH ON OR AFTER .IANUARY 1.1995 - Plaase answer the following question by placing an "x'ln the
appropriate space,
Old the decedent create a trust or similar arrangement which Is solely lor the surviving spouse's benefit for his or her entire
lifetime? Yes 0 No 0
If you answered yes to the above questio~, the tax on the trust or similar alTongement is pootponed uotll the death of Ihe second
spouse, at which time It will be lully taxable at the rata(s) applicable to the remainder beneficlary(les), Enter the value of the trust on
Schedule J, Part II, In order to remove II from the calculation of the tax due In this estate. You may wish to file Schedule 0 In order to
make the election available uDder Section 9113, If the election Is made, the trust or similar arrangement Is taxed In the ostate of the
first dacedent spouse, the portion of the trust or similar arrangement which benefits the surviving spouse Is taxed at the zero tax rate,
and the remainder Is taxed at the rato(s) applicable to the remainder beneficlary(ies). If you choose to make the election, you must
attach Schedule 0 to a timely-filed tax return, along with Schedule(s) K and/or M In order to show the apportionment of tha trust or
similar arrangement between the surviving spouse and Ihe remalndar beoeficiary(les).
loAST WILL AND TESTAMENT
OF'
VIRGINIA GARTRELL RERSPERGER
11 . . .
I. VIRGINIA GARTRELL HERSPERGER, a resident and domioiliary of Montgomery
county. Maryland, declare this to be my Last Will and Testarnent, hereby revokin'iJ
all other Wille and Codicils heretofore made by me.
ITEM I
. I direct my Personal Representative to pay all my lawful debta and t.o
expend such Bums for my funeral and burial and for the erection of a suitable
stone or marker at my grave as my Personal Representative May deem proper,
without the necessity of obtaining an order of court approving payment of any
ouch expenses.
!;4,fj,
ITEM II
A.
I give all of my tangible personal property of domestic or
personal uss, toqether with all insurance policies thereon, to my ROn, WEBB
SELLMAN HERSPERGER, if my said son survives me for thirty (30) days. If my said
son does not so survive me, I give such property and insurance to such of my
granddaughters, VIRGINIA HERSPERGER BOYNTON and KATHERINE MELINDA HENNESSY, who
do so survive me in as nearly equal shares as may be praoticab1e oonsidering the
nature of the articles to be divided I provided, if either of my said
granddaughters shall not eo survive me, the ehare that would have paseed to her
(had she survived) eha11 pass to her issue, ~ stiroes, who so survive me. I
authorize and empower my Pereona1 Representative to make suoh distributions
among or for my surviving beneficiaries, giving oonsideration to the preferences
of my benefioiaries. All such articles not so distributed shall be sold or
LAW OI"P'IC'S
IlL"., M"'.... CA." otherwise disposed of by my Personal Representative (including qiving any items
CHAlltTl"I!'D
'00.. "O.ROISTR"T to other members of my family if they so request) and any proceeds of eale or
1't<X:I(VILt.r MAFlVl...ANO
'01 T....". other disposition shall be added to my residuary estate.
taO.I:'\WIiST ""T"ICI( ST
'IItEOElltICK MA"VLAND
301 Glfli.I:UIO
B.
Notwithstanding the foregoing, if prior to my death I havs
left with my Personal Representative or any beneficiary hereunder a memorandum
{~, IJ, tI.
LAWO'I'lcn
ILL.". MILLIR . CAUl...
CHA"UIU!D
200-. MON"'OI' !T"EItT
~K"'ILLI, M"litYLANO
3Q I ?'oa.5;I I a
10::', I' wriT ""T"lex IT
""IOIIIIICK. MAfltVUNO
lOI IIIJG.UfO
or I have marked any article. of tan<;/ib1e peroonal property with nam..,
indicating t!\at I would l1ke any .pecifi.d article. of my tan9ible penonal
property to pa.. to any de.ignated individual or individual., it i. my hope and
elCpectation that my wiehee wUl be compl1ed with, and without intending to
impo.e any tru.t or legal obl1gation upon my Personal Repreeentative or any .uch
beneficiary, I am confident that my wishes in thl.. regard will be honored.
ITEM III
A. I give my residuary estate to my son, WEBB SELLMAN HEkSPERGER,
if my .on lurvives me for thirty (30) days.
B. If my son does not so survive me, my reeiduary eetate eha11
be dietributed as follow81
1. I give the following sum I to the following persons if
in each cale the pereon named survives me for thirty (30) days.
a. The sum of Ten Thousand Dol1are ($10,000.00) to
REBECCA ANN FERGUSON.
b. The eum of Two Thoueand Fivo Hundred Dollare
($2,500.00) to JAMES WALTER FERGUSON.
c. The sum of Two Thousand Five Hundred Dollars
($2,500.00) to JUSHUA FERGUSON.
d. The sum of Two Thousand Five Hundred Dollars
($2,500.00) to PATRICK WILLIAMS BOYNTON.
2. I give the balance of my residuary eetate (including any
inter..t not effectively dieposed of by the preceding provisions of this Will)
in equal Iharee to such of my granddaughters, VIRGINIA HERSPERGER BOYNTON and
KATHERINE MELINDA HENNESSY, ae shall eurvive me for thirty (30) daye, provided,
if either of my eaid grenddaughtere shall not so survive me, the .hare thaI::
would have paseed to her (had she eurvived) shall pase to her inue, RU
stirDel, who eo eurvive me.
C.
If at the time of my death I am not survived by my said son,
my said granddaughters, or any issue of my said granddaughtere, then I give my
residuary estate to those persons to whom and in the proportions in which luch
2
U. A t1.
LAW O"ICU
IILLlR, MILlI,. " CANIV
CH.....TIIAI'D
aoo.. MONAOr "AUT
ItOCt<\lllLI, M""Vu'ND
3017U.!I2101
'n., J Wilt ~"TI'lICI( IT
"'UOEl'tICK. "'''''VUNO
JOl elite.IJIO
property would be di.tributed under the then exi.ting law. ot Maryland had I
then died inte.tate, unmarried and the owner thereot.
D. It any penon entitled to reoeive all or a portion of any
.hare. hereunder .hall not have attained the age ot twenty-one (211 YGar. at the
time of dietribution, my penonal Representative .hall diltribute hia or her
ehare to VIRGINIA HERSPERGER BOYNTON or, if .he i. unable or unwilling to aerve,
to an individual .e1ected by my Personal Representative to be the custodian for
euch person under the Maryland Uniform Transfers to Minors Act.
ITEM IV
I appoint my son, WEBB SEI,LMAN HERSPERGER, to be my Personal
Representative.
If my eaid son shall fail to qualify or cease to act ae
Per.onal Representative hersundsr, I appoint VIRGINIA HERSPERGER BOYNTON to be
my Personal Repreeentative.
I direct that no bond shall be required of my
Personal Representative or succeeeor Personal Representative.
ITEM V
A. t give to my Personal Representative hereinbetore named all
of the powers set forth in the Recorded Provisions and Power.., known as
"Fiduciary Powers, Miller, Miller and Canby, Recorded Provisions and Powers,
Series B", of record in the Land Records ot Montgomery County, Maryland, in the
Fiduoiary Power. Docket at Liber 1, Folio 15, and I expressly incorporate all
of the provisions oontained therein wl.th the exception of any providon which
is inoonsistent with the exprsss language of this Will.
B. In addition, I hereby giv~ to my Personal Representative the
power to employ oounsel in the administratiorl of my estate, oharging all such
oounsel fees as sstate administration expenses and not as a diminution of the
oompensation whioh my Personal Representative may be allowed.
C.
I direot my Personal Representative to payout of my residuary
e.tate all taxes validly asssssed by reason of my death without any right of
rsimbursement from any person.
D. Throughout this Will all referenoes to my Personal
Representative shall be made in the singular neuter and, in addition, throughout
3
I~ I B I~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"
'.....
BUREAU OF INDIVIDUAl. TAKES
INllUUTAHC( TAlC OIYISION
O[PJ, 1110601
11ARRISBURO, f1A 171l8-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, AllOWANCE ON 015AlI.OWANCE
OF DEDUCTIONS AND ASSESSHF.NT OF TAX
0,~-0(,-98
HERSPERGER
05-07-97
21 97-0486
CUMBERLAND
101
f --;\iiOiJiirli.iiii-ttod -- I
'==~ -==""=
-.------,
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: isiii 0 Eif- AFP 0 i oii: 97"1" NoT" i eni F" "(Nil Eiii f AiieE" T"i. x - ;."ppiliiis Ei.fENT -;"A i. i"liWANc E" iiR' --" -" 0 0 om"" 0" 0_
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
VIRGINIA G FILE NO. 21 97-0',86 ACN 101
DATE
ESTATE OF
.tlA TE OF DIA TH
FILE NUMBER
COUNTY
AC:N
MICHAEL J HANFT
HARTSON ETAL
10 E HIGH ST
CARLISLE
ESQ
PA 17013
ESTATE OF HERSPERGER
TAX RETURN WAS I (X) ACCEPTED AS FII.ED
RESERVATION CONCERNING FUTURE INTEREST 0 SEE REVERSE
- -
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R.al E.t.t. ISchedule A)
2. Stock. ar.d Bond. (Schedule 8)
3. Closely Hald Stock/Partnership lnt.r..t lSchedule C)
4. Hortgao../Notus Raceivable (Schedule Dl
S. C~.h/B.nk Oaposits/MiAC. P.rlonal Property (Schedule EJ
6. Jointly Ownad Property {Sohedule FJ
7. Tran.fars (Schedule G)
8. Tobl ",net.
) CHANGES
(11
(2)
(3)
\.4)
(5)
(6)
( 71
.00
232,873. 8iL
,00
100,000.00
60,063,95
.00
,00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ra1 Exp.n'M./Ad~. COtits/Hisc. Exp.ns.s (Schedule H)
10. Debts/Mortgage Liabiliti../liens ISchedule I)
11, Total Deductions
12. Nat Valu. of Tax Return
13. Charftabl./GovarnlftentBl Sequests; Non-elected 9113 Trusts (Schadula J)
14. Net Value of f:.t.t~ Subj8ct to Tax
20,456.40
660,79
Ill)
(12)
(13)
(14)
(9)
(10)
*'
1I~.lhll~ ." IiI-HI
VIRGINIA
G
DATE
05-04-98
NorEI To insure propar
oradit to your account,
.ubnit tha uppar portion
Q~ this fern with your
tat: paynant.
392,937.77
?1 .117 1 Q
371,820.58
.00
371,820.58
If an asseBsment waB issued previouBly, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the tutal of ~ returns assesBed to date.
ASSESSMENT OF TAX:
15, A~ount of Lina 14 .t Spous.~ r.ta (15)
16. AltDunt of Lina 14 taxabh at Lin..l/Clas. A rat. (16)
17. Anount of lina 14 taxabla .t Coll.taral/Cla.. Brat. (17)
18. Prinoipal Tax Dua
NOTE I
TAX CREDITS I
PAYHENT
DATE
08-05-97
01-29-98
RECEIPT
NUHBER
AA211603
AA242700
PISCOUNT (')
INTEREST/PEN PAID (-I
1,050.00
,00
,00
371,820,58
,00
K .00=
X .06=
X .15=
(18)
AHDUNT PAID
19,950,00
1,309,23
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CAlCUlATIDN OF ADDITIONAL ,NTEREST.
.00
22,309.23
.00
22,309.23
22,309.23
.00
.00
.00
( IF TOTAL DUE IS lESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~i .~ 1.f
(I: " ~ i~~
<, iO
O.
J, , )
() ~i:.1
CJ 31
, 1.' ~(t)
~~ N /il"Q..
W
-.J
RESERVATION I Ett.t... of HOld.ntf dvln. on qr ".for' O4Ii1.-.t U, Itlt .. it ~v fuhl" Int"nt In thl nt"1 b tr,nlf.rr.d
In po.....lon Dr enjoY.I"t to Ch.. . Co.l1at.fllll "".,hil.rl., of thl dlo.u.nt ,ft.r the IMPlr.t1on of Iny utete 'or
lift or for v..r., tn. COINtOnwllUh htrMV ",,.,.ub tlltlr\l" thl rltht to .".,'.hl .nd ...... trlns'.r InhfllrUlnClI TalC..
lit thl l'Wf~l'Cl.... IClolht~r.JI I'lIIt. m\ ""V lutlh fulur. ,"t.'lIt.
PURPOSE Of
NOTICE t
To fulfill thl t'.qulr..."~. of illation It~O of Ih, Inherltlnal Ind f'tht. '1M Act, Act 21 of 1995, <72 P,S,
S.ction 91401,
PAVHEHT I
D.tloh thl top parHan of thl, Matlll" and lulllllt with VQljr l'IV'Gllt to ttw A"llt,r of Willi printed on thl rev.r.. ald..
"Make ohlok or 1l0nlV order fl.".....I.. tOI REGIITER or NIII,', AGENT
REFUND (CRlI
A r.fund of II 11M cr.dlt, ~hlch WIU not rlIIUUUtd 1111 U,I l'lUI ""turn, ...~ bl rlqutlltlcl by cOMPI.tlng en "AppUo.tlon
far R.fund of P"nn.ylvlnl. lnhlrlt.nu tlnd J:tt.f. hll" ur~'ulS" Appllaltlcnl II.. lVIIII,bl. at thl OU1roo
of thl Roalttlr of Willi, IOV of thl U "'VI/lUll IIlttrlllt O'fhlU, IIr tv allllna thl .pICIIlI 24~hour
an'wlrlna .Irvlol nUMblr. for for.. ordorl"" In Illmllvlvlnlll 1"800-SU-2DflO, outsldl Plnn'ylvlnla Ind
within 10cII tl,nrrllbur. IIr.. (17) 111-U91t, fOOl ilI1I 71t.UU (tlurlna l,pllrod Onh),
OIJECTlONSI An~ party In Intlro.t not ,.tltltld ..Itll thll IIPprllh'"l1t, IIlloWllnell Dr dh.lloNlnc. of deductions, or .u.u..nt
of taM (1noludlnO'dhClount or Int"l.t},,~ flhown on thl. Hotllll .u..t obJlot within ,h<ty (60) dtty, of receipt of
thh NoHel bYI
"Wrlttl" prot..t to thl PA DIPlrtunt of MeVlhul, fto.rd ctI AflP,.I., DIP\' 281021, tlftrrllburg, PA 17128~1021, OR
"lilotlon to hlYI thl ..ttlr dlltlr_lnod It "udl' of 'hI .oollunt of thl plrion.1 rIPrnlnt.tlv... OR
"app.,.1 to th. Orph.n,' Court.
AD"l"
ISTRATIlIE
CORRECflOHSI Faotu.l IirOil dltcovor.d on thlt "......lInt .hould bl .ddr....d I" writing tOI III n.partilent of R.V.riuI,
Burny of Individual TaI(I' , AHN, Po.t A.....IIII.nt It.vl.lif Unit, o.pt. 280601, tlarrhb'Jrg, PA 11128-0601
Pnon. (7171 1a1-6S0!i. S.I paga Ii of th. Ilooklat uln.truotllto. 'or lnharlhn<ll TaM Rlturn for I!t R..ldent
Dlcldent" (REV-PlOt) for In .liIplanltlon of adllllll1i1trAtlYIIY corr.ohbl. trrorl.
lJlSCOUNT I
If arw taM du. Is plld within thrQ. IS) ul.nd.r 1011th. ,ftlr the dICldlnt'. dlllth, II fly. perClQnt (5iO dhClount of
the hi'" patd iI allow.d.
PENALTVI
illa 15% taM 8M.atv non-Plrtlatpltlo" pan,lty I. c;~pllt.d 011 tha tot.l 0' thl tll( and Intlre.t .......d, Ind not'
Pllld bofor. Jlnu.ry I., I"", th. Orl' fiflV ,,-ftlr Itl. .nll of U" ,,," Itlll'",ty parlod. fhil non-partlclp.tion
pln.lty It IPPIII.bl. ht thl .... ..nner fllld In HII Ihl .... 11.. p.r' Iud III yoU would app..l thl tal( Ind lntar..t
that h.. b..n .......d III IndlOllt.d on till, flotllll.
INTERESTI
Int"nt 11 <:h6r".d b..Jnnlng with Oflt dll'l of d,llllqulnfl'l, nr nln. (,,) lonthl and on. (1) d.y froe thl d... of
duth, to u... d.tI of ,'I"..nt. '''1111 wlllllh hIe".. dlUnqtlln' lIaf"rt JI,..utr" I, 1981? bur Intlr..t at the rata of
she ~6%) p"clnt plr Inn!/It caloull'ld at 11II Ihlllv rl', of .OQOJ6lt. All till" Nhlch bIClII.II dellnqulnt on Ind.ftlr
January I. 1982 will h."r Int.r..' at It ,,,I. whll'lh will v.rv fro. 41.I.net.r "lIr to l;"llnd.r YI.r with that r8ta
announoed by tho "A DIPlrh'.llt of MIIYIIIIII. Ih. IfIpllaablCl ltU.rllt ret.. for 1982 through 11198 "1"11
l!!.t Intlr..t Rftt, Il.!lJ.J.t..JDilWJ..J.!i1.Uu. l.w Int,rut Rd, D,.lly In"r..t Fector
1912 lOX .()OOIl~. I'" oX .OO02lt7
1m I6X .000".. ".1. I9lfl IIX .000301
\91' IIX .DOotGI '191 oX .000247
l'lali IS/( ,ooU'" "I 1994 IX . Gn0192
1916 10/( ,0001/4 I"~' "91 OX .00021.1
"Inter..' II CJlIIQ\lt".d .1 fllltct"'"
INTERE.T . MALANOE Of TAX UNrAID X HUNIHR Of PAV. DELINqUENT X DAILY INTEREST fACTOR
.'Anv NoHlI, iUlJ,d .H,t thl tu hfttllllll'. clallncl"lnt will r,fI.ot .n int....t calculation to f1ft..n ClS) day.
hlvnJ'lq th. d.t. at "It .........f'll, If 'I'v_.n' I, ..de eftlr the Int..ut co.put.tlon d.te .hown on thl
Hotlo" fUlclltlo,...1 Inhr..' ItIllt b, IIl1lcH/I"tld,
REGISTER 01<' WILLS OF CUMBERLAND COUNTY
STATllS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992)
Name o/Decedellt: VIRGINIA G. HERSPERGER
Date of Deatlr: May 7. 1997
File No, : 21-97 -0486
Social Security No.: . 219-36-7850
PlITsuant 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. Slate wlretlrer admllllstrat/on of tire estate Is complete:
Yes x No
. 2, If the answer Is No, state wlren tire personal representative reasonably bel/eves tlratthe
ad/nlnlslrmlon will be complete:
3, If the answer to No. J Is Yes, slate Ihefollowlng:
a, Did tire personal representative file afinal account with the Court?
Yes_ No x
b, The separate Orplrans' Coul'l No. (if any) for lire personal representallve's
account Is:
c. Did the persollal represelltatlve stale an accoulll Informally to lire parties in
IlIterest?
Yes NO--1\_
[Executor is sole beneficiary; therefore. no accounting was necessary.]
0'\
- ..-:
0 l/) oc;t
~ 0.,
M
I
dJ (.I ~
P ,',
..,) .',
() (j) fR
QlCC
CC
d. Caples of receipts, releases, jolllders alld approvals of formal or IlIformal accounls
may befiled wltlr the Clerk of the Orphans' Court and may be atlaclred to this report.
~i.ifp
MARTSON, DEARDORFF, WILLIAMS & OTIO
Ten East High Street
Carlisle, P A 17013
. (717) 243-3341
Counsel for personal representative
Slgllature:
Name:
Adrlress:
Date: .4Y.t- ~ ' 1998
e' .Q
Sn;
;",
"
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.... >.:
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