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PETITION }"OH. PROnATI~ llnd (;({ANT OJ<' LKl'TlmS
No, ",..,0?1~.9.1--::"..~-
To:
L'. ,,' Helen M. Heberlig
"stale OJ ."...~m..," ..""..._' ..."... ....... .."".".... ,,'".'''
(/1.10 knoll'll as .._'''''. ....",....".,,". ........ .. ".-,.,,,-,,-
~_.._.._~",,,_._..,,,,.,,..n"_"" ."_.,,, .._"" I~egl>ter of Will, 1'01' the
____...---........-''--..-.- _.._ ..., Lk<.'''Cl",cd, COllllly of ,l;"llrnILlOlJ:_l<I.nd.....". III the
liociClll!ccllrlty No, ,20b.O)",2J,S.'L""-...."-,,,,..-- COllllllollwealth of l'elln,ylvallln
The petition of the underslglled respe,'tfuIlY repre'ellt' that:
Your pelllloner(s), Wh(Kixlarc 18 years of age or older anthe cxecIlL".or.S._.....~,,_.___ named
In Ihe lusI will of the above decedent, dated _..... ,,,,,__..."_"" .,,_........_...._ _,_....._,I),!Jl~""".J.Q., 19_..2l....
and eodlell(s) dated ..._ _' .._.,,_......" .._,_"_.....-...-,,--....-"-...,-,,..... .-.."... "." -..".... ""..,...._,n "......-...---
=--= Ch'^l;;:..~:-;"-t: .1'-,;;;I,:..:::S%:=;.1.:,,;,:;~~:-:f::::::-=~?~"i...'~.~..9~.=-===
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(litl\tc rdCYil111 \.:lrCllllllila1\CCS, C.I'" rC\llIlldiltIOIl, death ur eliecutor, c\r.)
Decelldellt was dOllliciled at death ill ......._""."......c..umherland.."......-. COllllty, Pennsylvania, with
11.eJ.:-._lust family or principal residence ut5.2.2..."s.~mI-f1.e.lJL.RQ.a.d.,-. ShipoenBburq I
PfiAAIlY 1 VilRia. --Cu.mbQr] and ..cCUll-t'll-'-.JiQ.cth_M.e..W-t..Q...Il.J.'9Jt/ns..h.ili1.~--
(lhl street, nUlIIber ,Iud 1Il1l11<.:ipahIY)
Deeendent, tholl ........2fi__.. yeurs of age. died _...___.__..._._,_.._.._"J..une-21, 1997 ,
ut 522 Spxillgfi~ 1 Q Road, ~hi.pp",n"hllrg...."~"'nn,,ylll..ani" I r.umherl and
Excepl as follows, decedent did notnHIITY. was not divorced and did not have u child DOl'll or adopted
after execution 01' the will offered for probllle; wa' n<ltth" victim of a killing and was nevcr adjudicated
ineompetellt: _-1lOll8----.----,--..".-,,---..-"'.--....--......'."---....--------
Deeendent lit denth owned properly with estinUlted val lies as follows:
(If domiciled in Pu.) All personal properly
(If not domiciled in Pa.) Personal property in Pennsylvania
(If nol domiciled in I'a,) Personal properly III County
Yalue of reul estate in Pcnnsylvl\l\iu
sltuuted as follows:
County
$2'i,nnnOn
$
$
$
-
1\:),00.':> ,w
--'
WHEREFORE, petitioner(s) re,poctfully
presented herewith and Ihe grant of lelters
theron.
request(,) the probate of tho last will and codlcil(s)
Te".tame.flt"ry
(testumenlury; lIdlllinislrillioll C,I,<I,; .Hlminlslrallon \I,b,n,c,l.l\.)
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~~sbur~. PA 172S7
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l '3n BY."'T" Roa" ..
ShJppenabur.g., p~ 177"2._
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-_..._.._._-_.-----------~-~_.~---
OATH 01" PERSONAL REPRESENTATIVE
COMMONWI~AI,TH 0)>' l'ENNSYLV ANIA .}' ::lS
COUNTY 0)> ~illlc1 .--'
The petitionc,r(s) abol'e.n.ulled swear(s) or afflrm(s) that the statemellts in the forogoing petition arc
true and correct to thc best of thc knowledge and bdief of petitioner(s) alld that lIS personal represen.
tutlve(,) of the abol'e deeedem petitioner(s) will well and trnly administer the estato according to luw.
i \ () .' 1/ " ;'1
Sworn to 01' ufril'll)ej nnd snbsel'iDed4- ........_A..iluA.J.,.,.Jlc.;r---.- ~
before me thIJ7r;;~.---rti" day 01 Dalil.............IiQ~.H-g.-".- ~
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'7MA'\1 C LEWIS Uegl,\/e~ ~-,:,~.L:1... r" "'T~L :s:
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WARNING: Ills Illegal to duplicate this copy by pholostltt or photograph,
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11J~tst ~~Iill aub Ufesbuut'ut
I, HELEN M. HEBERLIG, of Hopewell Township Township,
Cumberland County, pennsylvania, revoke my prior wills and declare
this to be my last will:
rIRSTI PAYMINT 01' ZXPBNSIS - I direct that the expenses of my last
illness and funeral be paid from my estate as soon as may
conveniently be done.
SEOOND. 8pIOrl'IO BEQUEST - Any ~h~~e of my o9tate which passes to
LAURIE RAUBER and JOHN RAUBER, shall be adjusted by $1,900.00,
which was previously paid to McCreary , Myers, Inc. for
improvements to their home.
THIRDI BBQUIST - I give, devise and bequeath all my property,
whether real or personal, tangible or intangible, together with all
insurance policies thereon, unto my husband, CHALMERS F. HEBERLIG,
provided he shall survive me by thirty (30) days. In the event my
husband fails to survive me by thirty (30) days, I then give,
devise and bequeath all my estate whether real or personal
property, tangible or intangible, together with all insurance
policies thereon to my children, namely, LOIS B. MORRISON, JUDITH
E. CONYERS, LAURIE RAUBER, and DALE R. HEBERLIG, provided they
shall survive me by thirty (30) days, in as nearly equal shares as
possible, per capita.
lQURTHI RBSIDUB 01' BSTATB - I give, devise and bequeath all the
rest, residue and remainder of my estate unto my husband, CHALMERS
F. HEBERLIG, provided he shall survive me by thirty (30) days. In
the event my husband fails to survive me by thirty (30) days, I
then give, devise and bequeath all the rest, residue and remainder
of my estate to my children, namely, LOIS B. MORRISON, JUDITH E.
CONYERS, LAURIE RAUB.ER, and OALE R. HEl'IERT..J:G, p!'o'dd'3':!. thQ}' sh:!lll
survive me by thirty (30) days, in as nearly equal shares as
possible, per capita.
FIFTUI PROTBCTIVB PROVISION - To the greatest extent permitted by
law, before actual payment to a beneficiary, no interest in income
or principal shall be (i) assignable to a beneficiary or (il)
available to anyone having a claim against a beneficiary.
SIXTHI DEATH TAXES - All federal, eotate and other death taxes
payable on the property forming my gross estate, whether or not it
passes under this will, shall be paid out of the principal of my
probate estate just as if they were my debts, and none of thOle
PAGE 1
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taxes shall be oharg.d against any b.n.tioiary.
shall not apply to any prop.rty ov.r which I have
ot. appointm.nt tor t.d.ral ..tat. tax purpo....
'JlVIII'1'RI ILUlAGIIIIIl'1' 'Rovr.rOI. - I authoriu my Executor or or
Co-Executors, a. tollows:
This provialon
a gen.ral pow.r
A. R.tain/Invest: To retain and to invest in all torm.
ot reale.tate and personal property, inoluding oommon
tru.t tun<2., mutual tund. an<2 money marketdepoait
acoounts and c.rtiticate. ot deposit, regardle.. ot any
limitation. impo.ed by law on inve~tm.nt. by my Exeoutor
or Co-Executors or any prinoiple ot law concerning
investment diver.itioation;
B. compromi.e: To compromise claims and to abandon any
property whioh, in my Executor's or Co-Exeoutrors'
opinion, i. ot little or no value;
C: Borrow: To borrow from and to sell property to my
husband or other., and to pledge prop.rty a. .eourity tor
repayment ot any tunds borrowed;
D. Sel1/L.ase: To sell at publio or private sale, to
exohange or to lease tor any period ot time, any real or
personal property and to give options tor sales or
leases;
E. Capital Change.: To join in any merger, reorganiza-
tion, voting-trust plan or other conoerted action ot
security holders, and to delegate discretionary duties
with re.p.ct thereto;
F. Distribute: To distribute in kind and to allocate
specitie a..ets among the benetioiaries (inClUding any
oustodian hereunder) in such proportions as my Trustee
mllY think bellt, co long 1\11 the tot'll l"lllrket vlllullo o! any
benefioiary's .har. i. not atfeoted by suoh allooation.
These authoritie. shall extend to all property at any
time held by my Executor or Co-Exeoutors or my Truste.
and shall continue in tull toroe until the aotual
distribu- tion ot all such property. All powers,
authoriti.s and discretion grant.d by this will .hall b.
in 'addition to those granted by law and shall b.
exercisable without court authorization.
PAGE 2
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REIERVAT10th Elh~.. of MoMlnta dYlnt Of' or blfor. 'Dee....r n, 1ft:! ..ft If en" future lnt.r..t In ttMli ,.t.t. I. ~rlt1.f.rr"
In pa.....lon or ,"Jo~t to Cl... . (colllt.r.l) beneflcl.rl.. of the deoedent .ft.r the .~plr.tlon of env ..t.tl for
11ft or for "..r., the c~lth hlreb" IMPr...l., r...rv.' thl rltht to ."r.l.. ~ ...... tren.f.r InheritInG' T..lv
It thl l.wful CII.. . (coll.t.rll) rlt. on env .UGh future Int.rtit.
P\JIllIOII! IW
NOTICE I To fulfill the r...lr..."t. of hotlQn ZlU of the InhlrltMCI end Ut.t. TIM Aot, Act 21 of 1"5. (72 P.I.
Section 'UU.
PAvttENTl DetHh thl top portion of thl, HoUe. end .utMtlt with 'lour P'YMnt to thl Rllht,r of Wlll1 printed on thl r.ver.. .Ide.
--HIk. check or IOMY order pIIylbl. t01 REGISTER OF IIILLI, AGEl4T
REFlIfD (au, A refPolMt of . t'M cr..lt, .....Ich .... not r.....t.. on the TIM R.turn, ..., be r......tld by oMIPI.Hnt .... "Appl1o.Uon
for R.fund of Pem..,lv....l. Inherltanc. end Est.t. hM" (REV-lJlJ). AppllcIUonl.re .v.lllbl. .t the Offio.
of thl R..I.t.r of WillI, '"~ of thl 21 R.venue Ol.trlot Offlol., or bv o.lllnt thl .,.nl.l 2~-hour
.....Wlrl"' ..rvlo. nu-ber. for for.' order 1"1 , In Pem.vlv....l. 1-100-162-2050, out.lde P'""'vlvenl. ~
within 100.1 Ittrrltbur. .r.. (717) 717".OM, TDDI (711) 712-2212 (...,rlng 1.,.lred 0...111').
OIJEClIOHS' AnV p.rtv I,. Int.rllt not ..U.flld with thl ."r.......t, .UOWInCI' or dl..Uc*MO. of dIduotlon., or .....lMnt
of tlM (lnoludlne dllGount or Int.r..t) .. thown on thl. Hotlo. .v.t objlct within .IMtv (60) d.V' of r....'t of
thlt Hotlol bv'
--..rlttln protllt to thlPA DIp.rt""t of "'VtnUl, '..erd of ~.h, hpt. 211021, HlrrltbUr., PA 1712.-1021, OR
--llecUon to hIV. the ...Uer lMiter.lned at lUdit of the ..oount of tM pIIrtonlll reprlunt.Uv., O.
..-.....1 to the Orphlnl' Court.
AIlIIlN
IIT~.TlVE
COARECTIONSa
PENALTY,
'Mltuel arrore dllCovlred on thl. ..........t should btlMldrt..1Id In ..rlUntI toi PA DIp"t.."t of R.VINoM,
aureau 0' Individual T'M", ATTNI Po.t A.....""t A.vlew unit, Dlpt. 2'0601, Herrl'bur., PA 1712'-0601
Phone (717) 117-"01. ,..,..., uf thl bookl.t "In.truetlon. for Inhlrltenol TIM A.turn for. "..Ident
Dtoldent~ (AtV-IS01) for In 'kpltnDtlon of ldelnl.trltlv.lv oorrtottbla .rror..
If tnV tlM due It paid within thr" (1) a.llndtr eonth. .ft.r thl d1c.o.nt', death, . ,Ivs peroent (S~) dl.count of
thl t.M 'lid I' tllowed.
ThI ax tllM ..,..tv non-'trtlolp.tlon penaltv It o....ted on thl tot. 1 of thl t.. ... Inters.t ........, tnd not
Plld blfor. ~rV II, I"', thl flr.t day .ft.t thl Ind of thl t.. .-ne,tv period. Thll non-p.rtlol"tlon
peneltw I. .....1_1. In thl ... ...",.r If'd In thl thl ... U.. per lod .. you would .....1 the tlM and Inter..t
thlt hi. bien .....Nd II Indlcatlld on thlt noUo..
DISCMTI
INTEREST 1
Int.rI.t It ohIrttd ....1,.,1,.. with flret dev of d~lI".,.ncv, or nlM C,) ItOftth' Md one 0) cIt., ft" thli dlt. of
..th, to the dIIt. of PI.,...t. TIX" whloh bICl_ dllI,..,.,t .fllrt ......rv I, ...t bear Int.rt.t It thl rlt. of
.IM (6X) Plrc~t plr ennui c.lcul.tlel .t . dIIllv r.t. of .000164. All tIM.. Mhlch bIG... Dlllnquent on Md .ft,r
JMUlfV 1, 1'11.,111 bier Intlr..t .t . rat. Mhloh wlU vary fr.. c.landlr v.er to c.lilnMr y..r with thlt rlt.
~ei bv thl PA DIp.rt,,"t of Rlvenue. ThI tppl1ctbl. Int.r..t r.t.. for 1'12 through .". .r'l
'!!!! Inter..t A.t. o.llv Int.r..t FMltor !!!! Int.r..t A.t. Dlllv Intlr..t Feotor
1911 'OX .OOOMI 1,.7 9X .0002"7
1911 lIX .00041A 1911-1"1 IlX .00OJOl
19" IIX ,000101 199' 'X .DOOZ..,
1.81 U:C ,00OS56 1"5-1," 7X .000192
I.M lOX .OOO27~ 1"5-1". .X .000247
"-Int.r...t It o.loulttld II follo...,
INTERUT . IAWeE OF TAll UNPAID X HUNIU OF IlAYI DEUNQU'EllT X DULY IHTEUST FACTOR
"-Anv NoUo. hlUlcl .Hlr tha tl. bee... delinquent will flftHt In In'ltrllt o.loul.Uon to flft..... (5) .V'
blvoncI the det. of the .....lMnt. If ,..,.....t I_ ... .ft.r thl lnttrllt o-.ut.Uon ute thown on thl
Notlo., additional Inter..t lU.t be a.leut.tld.
15-1&(1-.~
1NHERITANCE TAX RETURN~FO~t!'~m~.?fFD:~I!tmtA 12J31/tt
RESIDENT DECEDENT ~VEATV CREDIT ~~__
coMMoNW'A' "' '" "'NN"Y, VAN'A (TO BE FILED IN DUPLICATE FILE NUMBER
"""AnlM'N' 0' n'V'NIl' 21 1997 0563
"^,,,",,~,\i.;;'~~~~~:"O~(I' WITH REGISTER OF WILLS) COUNTY CODE VEAR NUMBER
D~CEDENT'S NAME (~ST, f'lRST, AND MIDDLE INITIAL) .' - ~E;E.DEN-T'S COMPLET. E ADDRESS
Heberlig, . Helf..n t1 ._.__. ___~_.30 Byers Road
DECEDENT SOCIAL SECURITY NUMBER DATE Of DEATH ]ATE Of BIATH Shippensburg PA 17257
204-03.2759 06 27/97 __ 04/02/1921 _CoOnlt Cumberland
'Vfn')lik~(i~n:'~b~.~':~m~,1"rcHJ!' '" A I' "', fOCIAL SECUAITY NUMB:TIMOUNT RECEIVED (SEE INSTAUCTIONS)
m 1, OrigInal Aolum 0"2. -SuPPlornenlAI Rolurn --. ~omalndOt Roturn
(lor datu uf d~lIth prior 10 12~ 1 ]-82)
o 4. L1mllod Eslolo
o 40. Futuro Inloronl Cornpromlnn
(10' dolos 01 dOOlh 0110112-12-02)
lB O. Decadont Dlod Tostalo 0 7. Docodont Malntalnod a living Trust
(Allaoh oopy 01 Will) (Anooh copv 01 Trusl)
~,d<lIl ..~ i^lIQ!(IONFjD~NtIi\llt^)(I"FOl\M^tl .'!IOQ\,Q'.'DI!\.<tt~P"tQl
NAME COMPLETE MAILING ADDAESS
Forest N xs 137 Park Place West
TELEPHONE NUMBEA Shippensburg, PA 17257
71.7 532-9046
1. Aool Esloto (Sohodulo A)
2. Stocks and Band. (Schodulo B)
3. Clo.olV Hold Stook/Ponnorshlp Inlo'ost (Soh. C)
4. Mongagos ond Nolo. Aoooivablo (Schodulo D)
6. C~Bh, Bank Deposits & Mlscellanoo~.s Personal
Proporty (Sohoduie E)
o. Jolnlly Ownod P,oporty (Schoduln f)
7. Tronslors (Sohodulo G) (Schodulo L)
0, Totol Gross Assols (Iotol L1nos 1.7)
9. Funeral EI(penS9S, Admlnlslrallvo Costs,
Miscollol1oous E.ponsos (Sohodulo H)
10. DobiS, Mong.go Liobilllles, Lions (Schodulo I)
11. Tolai Doductlons (tolol Llnos 9 & 10)
12. Not Voluo 01 Estato (L1no 0 minus L1no11)
13. Gho,lIoblo ond Govornmontal Boquosts (Sohodulo J)
14.
15, Spouaal Translerll (lor dalu 01 death aller 6~:1O~9"'), 5e8
lnslruclillnalor ApplioabloPercenlllgelln Pagll 2. (Include
yalLlIS lrom SOhedule K or Schedule M.)
16. Amount 01 Lino 14 ts)(.'abla al 6% ralo
(Includo voluos tram Schodulo K or Schodulo M.)
17, Amount 01 Lln014 t""oblo at 15% rolo
(Includo voluos from Schodulo K or Scl,odulo M.l
10. Prlncipollo. duo (Add t"" Irom Llnos 15, 16 and 17,)
19. Credits Dpoll..1 Pavlfty CredIt Prior Payments DIscount
. + 2,500.00+ 125.00.
20, II L1no 10 is 9,ooto, Ihon Uno 10, onlor Iho dllloronoo on Llno 20. This Is tho OVERPAYMENT,
~~!iM'"iI~!~!W~m_l1ll!iI!_Clq.~..t,~~Y\il~~'!",k'"....,....."1
21. II Llno 10ls glOolor Ihon Uno 19, onlO'lho dllloronco on L1no 21. This Is Iho TAX DUE.
A. Enter tho Interost on tho balancu duo on lIno 21A,
S. Entor "'0 tolal 01 L1no 21 and 21A on L1no 21B, This Is Iho BALANCE DUE,
Mlk. Check Plyebleto: Aegl.tor 01 Willi. Agent
" d,' I! ....!!. ':I' Il'~.n. .. ,"~~UM>'t()l\liiQ"Q!Ml\T11!!iIIiilI"!'!'.."!!!"1i' !,J'!!'ill!H,iiiH.!!!!liIi,!!i
n or pona t 09 0 per ury, 9C are 1 al aVe oxamlno I 9 return, no U 1n9 acoompany ng schodulOS and statemonts, and 10 I 0 9 0 my nowledgo
and bellof, It 19 true, corroct and complato, I declaro thai all roal ostate has boon reportod attiuo markot velllo, Declaration of preparer other lhan tho porsonal
roprosonlatlvo Is basod 00 olllnlormatlon at whloh p,oporo, hos ony knowlodgo, ,
SIGNATURE OF PERSON RESPONSIBLE rOA FlUNG RnURN ADORES,,] DATE
See Schedule attached , , - 2.>--9'
~v-"oo '.')'-"1
--
.
.
CHECK
APPRO-
PRIATE
BLOCKS
CORRI!S-
PONDENT
RECAPIT -
ULATION
TAX
COMPUTA-
TION
~QNAT~AE OF PREPAREA OTHER THAN AEflRE!lENTATIV[
:;:u.."-.l~
IIAiAOI NTF "'9
CopYllllht Forms Software Only, 1994 Nelco, Inc. NO.flAOO I
Os
fodoral E9Iolo To. Aolurn Aoquirod
010. Tolol NlImbo, 01 Solo Ooposlt Ba.os
ee,."',"',
if' 'Ii,
""",i!,iri!.!i,:li "!:i:ii !,::j:iiili:ii
(1) 16,000.00
(2 ) None
(3 ) None
(4 ) None
-
(5 l 59,247.00
(6 ) None
(7 ) None
(0 )
(9 ) 9,299.00
(10) --. 2,301.00
(11)
(12)
(13)
(14)
75 ,247. 00
11,600.00
63,647.00
None
63,647.00
(15)
,.
.
(16)
63 , 644 .00. .00
.
3,819.00
(17)
0,00.,15
0.00
(10)
3,819.00
Intero9l
(19)
(20)
2,625.00
(21)
(21A)
(21B).
1.,1.94.00
0.00
1,1.94.00
ADOtUSS
137 Park Place West
Shippensburg, PA 17257
DATE
11-'2.0-!n
PA REV-lllOO EX (7-04) pago 2
Act 1148 01 1884 provldll lor Ihe rlducllon 01 Ihe lax r.11I Impolld on Ihe nel velue 01 Ir.nellll8 10 or lor Ihe UII 01
Ihe epou... The III.. .e prllcrlbld by Ihe elelule will be:
.' 3% (.03) will bll appllc.bl. lor 111.111 01 decldenle dying on or aner 7/1/84 .nd beloll 1/1/86
. 2% (.02) will be .ppllcable lor IIlalll 01 decldenl. dying on or aner 1/1/116 .nd balore 1/1/97
. 1% (.01) will be applicable lor 1IIIIllle 01 decldenle dying on or ener 1/1/97 and beloll 1/1/98
. Spoueallr.nelell occurring on or aner 1/1/98 will be exempl Irom Inheritance I.x,
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (~) IN THE APPROPRIATE BLOCKS.
Vila NO
1, Old d"""dont moko 0 I,anolo, ond:
a, ,otlln tho u.o or locome 01 Iho p'opo~y Iranolorrod, . , ,
"."""""""""""""..","""""",..,.,",.""""
b, ro\8ln Iho rlghl 10 doolgnalo who ohlll u.o Iho proporty tron.lorrod or II. Income, ' , , . . , , , , , , , , , , , , , , , . , , , , , , ' , , , , , ' , " , , ' , , , X
c. retllln II reverslonarv intorost; or. . , .", , , , , , . , , ,." " . . . , , , . " , , . , , , " " , , , .""" , " " , " , , ,','" , , " , , ' . . "., , , . X
d. ,eoolvo Iho proml.. for 11I0 01 .llho, paymen", benolllO or clr07, . . " , . . , , , " , " ' . , " " " ' " . " " , , . , , , . , " , , . " , , " ' , . X
2. If dOllh oocurrod on or beloro Decomber 12, 19~2, did dooodonl wllhln two yo..o prooodln9 da8lh tranalor proportY Wllhout rooolvlng
odoquata oonoldaro\lon? If doalh ocourrod ahor Dooombor 12, 1082, did docadonl Irlnolor proportY within ooa yo" of doalh wllhoul
,,,,,,,Mng odoquolo oonolda'alion7. . . , " . . , , , . . , , " " " . , . , . . " , , . . , , , " , . , . , ' " " , , , , , " , " , . . " . . . , , . . , , . " , . , " X
3, Old deoodanl own ,n 'In Iruolfo,' bank oooounl al hi. or hor doath? " , . , , . . . . " , . . . . . , " , , . . , , . , . , , , . , .. . , , . . , , , . " , , . , , X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
PA11OO3 NTF 1810
CopytlOhl Form' 8oHwI" Qnl~', 109. N.'co, Ino, NV4PAO02
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COMMONWEALtH OF PENNSYI.VAtlIA
INHI!RITANCI! TAll RETURN
REBIDI!NT DI!CEDENf -
-~-
I!BTATE OF
SCHEDULE J
BENEFICIARIES
1
~
fiLE NIIMIIER
. .!:!ele!:0i Heberl jg
1':: NAME AND ADDRESS OF BENEFICIARY
A. T...blo Boquool.:
RELJ.-rIONSHIP
daughter
1 Judith E Conyers
30 Byers Road
shiwensburg, PA 17257
daughter
2 Laurie A Rauber
323 Firehouse Road
shiwensl:urg, PA 17257
daughter
3 Lois B M::>rrioon
522 Springfield Road
Shippensburg, PA 172.57
4 Dale R Heberlig
1154 Kessler Drl.ve
shippen.ebUr9, PA 17257
son
ITEM
NO.
NAME AND ADDRESS OF BENEFIOIARV
--
B. Chorllabla ,nd Govarn"",ntal Boquast.'
Nons
1
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS Also ont.' on 1100 13, ROOO lIulol\on
(If more ...... I' nooded, Inl.1I ,dcIltlonll IhHts 01 10m. II..)
PAll131 NT' 1220A
Copyrlgh\ Form' $oltwart Only, t91104 Nflloo,lnc. N904PAl31
~
21-1997-0563
AMOUNT OR
SHARE Of ESTATE
-
15,911,00
15,911',00
').5,911,00
15,911,00
AMOUNT OR
SHARE Of EstATE
~
0,00
.....,',....'.0.,
~agt InUl attb illcGhunl.'ltl
I, HELEN M. HEBERLIG, of Hopewell Township Township,
Cumberland County, pennsylvanJ.a, ravoke my prior wills and deolare
this to be my last will:
FIRST I PAYMENT OF EXPENSES - I direot that the expenses of my last
illness and funeral be paid from my estate as soon as may
oonveniently be done.
SECOND I SPECIFIC BEQUEST - Any share of my estate whioh passes to
LAURIE RAUBER and JOHN RAUBER, shall be adjusted by $1,900.00,
which was previously paid to McCreary & Myers, Ino. for
improvements to their home.
THIRDI BEQUEST - I give, devise and bequeath all my property,
whether real or personal, tangible or intangible, together with all
insurance policies thereon, unto my husband, CHALMERS F. HEBERLIG,
provided he shall survive me by thirty (30) days. In the event my
husband fails to survive me by thirty (30) days, I then give,
devise and bequeath all my estate whether real or personal
property, tangible or intangible, together with all insuranoe
polioies thereon to my ohildren, namely, LOIS B. MORRISON, JUDITH
E. CONYERS, LAURIE RAUBER, and DALE R. HEBERLIG, provided thflY
shall survive me by thirty (30) days, in as nearly equal shares as
possible, per oapita.
FOURTH I RESIDUE OF ESTATE - I give, devise and bequeath all the
rest, residue and remainder of my estate unto my husband, CHALMERS
F. HEBERLIG, provided he shall survive me by thirty (30) days. In
the event my husband fails to survive me by thirty (30) days, I
then give, devise and bequeath all the rest, residue and remainder
of my estate to my ohildren, namely, LOIS B. MORRISON, JUDITH E.
CONYERS, LAURIE RAUBER, and DALE R. HEBERLIG, provided they shall
survive me by thirty (30) days, in as nearly equal shares as
possible, per capita.
1IFTHI PROTECTIVB PROVISION - To the greatest extent permitted by
law, before aotual payment to a benefioiary, no interest in income
or principal shall be (i) assignable to a beneficiary or (il)
available to anyone having a claim against a beneficiary.
SIXTHI DEATH TAXES - All federal, estate and other death taxes
payable on the property forming my gross estate, whether or not it
passes under this will, shall be paid out of the principal of my
probate estate just as if they were my debts, and non8 of those
PAGE 1
{~', (Q) \P~{
This providon
a general power.
ta.xes shall be oharged against any benefioiary.
shall not apply to any property over whioh I have
of appointment for federal estate tax purposes.
PEVENTHI MAN~GEHENT PROVISIONS - I authorize my Executor or or
Co-Executors, as follows:
A. Retain/Invest: To retain and to invest in all forms
of real estate and personal property, including oommon
trust funds, mutual funds and money market deposit
aooounts and certificates of deposit, regardless of any
limitations imposed by law on investments by my Exeoutor
or co-Exeoutors or any principle of law conoerning
investment diversification;
B. compromise: To compromise claims and to abandon any
property which, in my Executor's or co-Executrors'
opinion, is of little or no value;
C: BorroW: To borroW from and to sell property to my
husband or others, and to pledge property as seourity for
repa~nent of any funds borrowed;
D. Sell/Lease: 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 or
leases;
E. capital Changes: To join in any merger, reorganiza-
tion, voting-trust plan or other concerte,d action of
security holders, and to delegate discretionary duties
with respect thereto;
F. Distribute: To distribute in kind and to allocate
specifio assets among the benefioiaries (inoluding any
custodian hereunder) in suoh proportions as my Trustee
may think best, so long as the total market value of any
benefioiary's share is not affeoted by such allooation.
These authorities shall extend to all property at any
time held by my Executor or co-Executors or my Trustee
and shall continue in full force until the aotual
distribU- tion of all such property. All powers,
authorities and discretion granted by this will shall be
in addition to those granted by law and shall 'be
exercisable without court authorization.
PAGE 2
~
.__. _"""'~'."'f'__~"'~f"u"'"-_!,,,,-,,
We, having been duly qualified aocording to law, depose and
say that we were present and saw HELEN M. HEBERLIG, sign the
f.oregoih9 instrument as her Will; that she signed it as her free
and voluntary act for the purposes therein expressed; that eaoh of
us in her sight and hearing and at her request signed the Will as
witnesses; and that to the best of our knowledge she was at the
time 18 or more years of age, of sound mind and under no oonstraint
or undue influence.
.../ i"o.~ I;; ~'\~
.
N' \""""''''' 0't-.t
~ "l<,"',\'....~n 1.-, ""~t~,,~ .J.~
. Subscribed, sworn to or affirmed,
and aoknowledged before me by the
above-named Testatrix and by the
witnesses whose names appear
opposite on this ~~ day of
June, 1992.
~ ~^'~.. -c...., la...-'ft_:(~""~.
Notary PubLic
PAGE 4
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LAW. OfFICES fOREST N. MYERS I TRUST ACCOUNT
REGISTER OF WII.I.S . CUMIIERLAND COUNTY
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Cumbe~land County - Register Of Wills
Hanover and High street
Carlisle, PA 17013
Phone: (717) 240-6345
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Date: 4/27/1999
MYERS FOREST N ESg
137 PARK PLACE WEST
SHIPPENSBURG, PA 17257
RE: Estate of HEBERLIG HELEN M
File Number: 1997-00563
Dear Sir/Madam:
It has come to my attention that you have not filed the Status Report
by Personal Representative (Rule 6.12) in the above captioned estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1,
1992, the personal representative or his counsel, within two (2) years of
the decedent's death, shall file with the Register of Wills a Status Report
of completed or uncompleted administration.
This filing will become delinquent on: 6/27/1999.
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Your prompt attention to this matter will be appreciated.
Thank You.
Sincere~.v-.....
~1[~r-$~fIll~.
MARY C. LEWIS ~l1hr
. REGISTER OF WILLS /( . ;
CO I File
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