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Home My WebLink About80-00540 No. 21';80 'IE.tate, ciF 15. ;; SilO NELSON....B.JIEBERLIG . 'PEmf..'fOWNSBIP.. '. PUBSYLV:ABtA ;~~eg~III. A'rfY . 2'.80 540 No. PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of NELSON B. llEBERLIG . deceased. To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania. Petllioner(s)1; (are) the execut ors named In the Last Will and Testament of Nelson B. Hebe!'lig dated June 24, 1973 Decedent was a citizen of the United States and a resident of Penn Township (~agpij, Cumberland County, Commonwealth of Pennsylvania. Decedent died on 'Ihursdav the 7th day of August A.D. 19.1ill.-, In the County of Cunberland ,State ofPennsvlvania at the age of ....1L years. Decedent~ (has not) been married and IlIili; (has not) had children born to him (IJEI) since the ex' ecution of the above described Will. Decedent was possessed of personal property to the value of Undetermined and oj real estate to the value of Aporoxinatelv $25 .000.00 as near as can be ascertained; said real estate situated as follows Penn Township, Cunberland county, pennsylvania Therefore, your petitioner(s) respectfully appl.) for the probate of the said Last Will and Testa- ment and for Lellers Testamentary theron, Dated Il.ull;us t 11. 1980 Note: Elsie M. Heberlig died on the .7.'-111, day of S'..~e",b-,"I.- 197.:1.... Name and address .. /J..:r/I!.. tJ1!!j, tR 1./ ';'/2,.. R~ . of Pelitioner(s) A~h~y 77 MleJ'1:~g1 R.D.l ,,~~_s1t~~l'~(j D$le ~g ~ sta r Route 1 ShippensO\lrg. l'A 17251 COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND l Anthony B. Heberlig a nd ss Dale Heberlig named in above application, being duly swoXln statements set forth in this petition are true to the best of sworn to and subscribed before ac.cording to law saY{&:l that the the~J' knowledge and belief. me, August II 1980 ~k<q-I_@~~ tl Register -~Jjf~" -7 .!:. 0 ' I Filed: John McCJ'ea III ~ August 18. 1980 Attorney ~ I-fi - ..5f/,p McCREA & McCREA AnalMlYl AT LAw NEWVilLE' SHII'I'IM5DURG PINNA. LAST WI LL AND TESTA~lENT I, Nelson B. lIeberlig, a resident of the TOImship of Penn, County of Cumberland and State of Pennsylvania, being of sound mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking any and all Wills by me heretofore made. FIRST: I direct and order my Executor, hereinafter named, to pay all my just debts and funeral expenses as soon as may be conveniently done after my decease. SECOND: I give, devise and bequeath all of my estate, be it real, personal or mixed, to my beloved wife, Elsie M. Heberlig, for her own proper use and behoof forever. If I should die in a common disaster with my wife, then I give, devise and bequeath all of my estate, be it real, personal or mixed, to my son, Anthony B. Heberlig, or his heirs, for his own proper use and behoof forever. THIRD: I hereby nominate, constitute and appoint my beloved wife, Elsie M. Heberlig, to be the Executrix of this my Last Will and Testament. If she should be unable to serve for any reason whatsoever, then I nominate, constitute and appoint Anthony B. Heberlig and Dale B. Heberlig as successor Executors of this my Last Will and Testament. LASTLY: I hereby authorize, empower and direct my Executrix at her discretion to do any and all things necessary for the complete administration of my estate, including the power to sell at public or private sale without bond and without Order of Court, any real or personal property belonging to my estate, to compound, compromise or othendse to settle or adjust any and all claims, . charges, debts, administration expenses and demands whatsoever, against or in favor of my estate as fully as I could do if living, ~'Di7 " McCREA & McCREA ATTORNEYS AT LAw NEWVILLE & SHIPPlMIIIURa PENNA. . . . . with full power or authority to take as much time for the administration of my estate as my Executrix shall deem prudent. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on two (2) sheets of paper, dated this.1'f day of June, A. D., 1973. ~rs1~~ ~b~tfg~) (SEAL) This instrument was by the Testator, Nelson B. Heberlig, on the date hereof, signed, published and declared by him to be his Last Will and Testament, in our presence, who at his request and in his presence and in the presence of each other, we believing him to be of sound mind and memory, have hereunto subscribed our names as witnesses. t!/(. ff ,~ ~<'f' /' / it) /J If/i/Y7~'''. ;/ dj::l~f_ Sog OATH OF NON.SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA} ss: COUNTY OF CUMBERLAND This, the lath day of A.D. 19 80 ,before me, Register for the August Probate of Wjlls and Grantjng Letters of Admjnistratjon in and for the county of Cumberland, in the Commonwealth of Pennsylvania, personally came John }!cCrea III and Hamil ton C. Davi s who being duly S1"orn according to law deposed and say that they are well acquainted with the handwriting of H.R. !lcCr'32- I Jr'. whose name is attached as --looI'; t:nA" " to an instrument of wrjting purported to be Nelson B. HebeI'lig the Last Will and Testament of late of Penn Township, CU:lIber'land County, Pennsylvania , deceased and that the said signature js true and genuine, and that the said W.H. McCrea. Jr'. is now deceasedo~~ Sworn to and subscribed before me, this. lath day of 80 19_ August A.D. v/JW",,~ (!, elf: I~ ~ Regjster per Deputy Regjster .. , , OATIl OF SUBSCRIIlING WITNESS ONWEALTH OF PENNSYLVANIA I ss: COUNTY CUMBERLAND f This day of A.D.,19 before me, Register for the obate of Wills and granting lelters of Administration in and for said County of Cumberland, in Ihe Commonwealth of Pennsy the subscribing witnesses to the foregoing in ument of writi,.g purporting to be th, lasl Will and T~st"mcnt of Dated _ late of Cumbcrland County Pa., deceased who being duly according to law, depose and say, that present, and saw and heard the testa sign, seal, publish, pronounce and declare the said instrument of writing as and for h Testament and Last Will, and at the was of sound and disposing mind memory and understanding, to the best of knowledge, observation and belief. and subscribed before Register AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA ~ ss: COUNTY OF CUMBERLAND ~ Anthony B. Heberlig a nd Da Ie Heberlig being duly sworn says that as nearly as can be ascertainecl the said decedent Nelson B. Heberlig Thursday died on the 7th day of August 80 A.D,.19_, at or about .5:10 o'clock, A. M. Sworn to and subscribed this UJ t#7J!}1/;~, ~ 6' ~ -.....-- 11th day of August ,,80 4;~ ~. ,;{j~ Register OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Anthony B. Hebe~lig and Dale Hebe~lig Cumberland, personally came who, being duly InlO~n Execy.to~3' ,do depose and say thai as Nelson B. Hehe~lig deceased of the last Will and Testament of they will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And Swo~n to also will diligently comply with the provisions of the law relating to Transfer Inheritances. and subscribed before me. 7;~ ' t!'~,b~ AD, ,,~ ~'V',;~~~ )?u~ R_" j! :.,; 0: l~ ca; :tIl :~ ""r :Q) ;Q ("): u.. 0): 0 ~: *~ 0 H: ~ ~j ..!ol In 0 ..J fil: 8 .., c:Q: t:Q 0)' III ..J gJj - .-q I - " 0 - .~ u -1': 0) ~ ,. ~ E< tn: I c:Q; .::: M ~: .-( zl .~ Ol: Q N 'tl ;,1: 0: Q) " ~l 00 0 <I): 'tl 0 I ..:I: .... 0) - Z 0 t"f fil: t.l *: $ z; ~ &>0 11 0 .5 'tl - ., .::: tIl .~ Z fil tIl ll< ~ DECREE Be it remembered that on the l8th day of 80 ,A.D.,19__, there was probated and August recorded the last Will and Testament of Nelson B. Heberlig Penn Township late of Deceased. Letters Testamentary were granted to Witness my hand and official seal the day and year aforesaid. , Cumberland County, Pennsylvania, Anthony B. Heberlig and Dale Heberlig .. . . .. 8~Z- . ' , 1/ ,') , " '---" , v/Ill'i../..</.. e., /u~ .:/ '~~~~~~i~,il:;::;}/:'\';,::': _. " ' " . " . CO-JN~'FI'i.ENO: ~/- ~_ A-,{L() r~L~.:~- / ~ I; :"'" 'R..I Est.t. I' ~~'~&t:;~,~!~:~.I,Pi~p.nY .. ::!}.';';..'i,.:.>UJ. a. ii.. tlY. H.ld Prop.nylTransfer. ~~r~b'j~~~;P<:..i::":"I:';:" ;', . . ~+~i~IGia~~E~t.tll .. , ~ -~l~::~!;~~~\~-:'i(-~'<',.~... ,,:;" . . 'Totil'Approvad D.ductions '~~:'.E.\','::~~;.':' . ..CI.ii:V.lu.'af Est.t. . 'r;\;IP~r~~~;~.:'~~f:"~::~"~, . " . ,:',',.,1:8..: Approved Charit.bl. Exemption. ~'~'~~~">~:\~~'~~):/".\, '''''';\'' - . ,..iV.lu.:ofEst.t. Subject to T.x ',i~)~~~'~:?';f(t?~~~:'.;}i."~' ," '.". ,."' '" , .fl;':~';;,iAmou;,iTix.bl.'@l6% R.te 'S~~;:~i~~i~:;J,"~~?;:0.~,~, d .-\ " ",: "f::IU/~ountT.xable @lt6% Rate .1~j~1Ifi · m".. ~~~:: .. ',~ .:~~ ~:~;' ::=-;' ..,,"' ~~;:.c"';iLiSS Cr.dits: , . , 1~;;:'DATE'OFPAYMErfr' ", AMOUNT PAID ,ifi~'[;'~'/>i}: ....... $ ~:;2;;..:~:,:'-'.~.._:: ~Aj:~;';;,:".. ~'($'::'(_C;;I,::.. I~E.. 1:';tAntirest. '. """"""'" . ~~,~I(":.'on;; the', ~V.i_'?.':::, _', ',..' r.lf~':'<~r:.'\ t~.. date .ml/{{::;:.~._. ~f~:\:'-/" ~ t,j~:.:;" 'j~}/'"~' J !i:"..: ij!'~;'ii ',' . I""N'<,:,,)-,..rr ~,~".- ::~--(, :' .,..... :-'1 DATE '. " , >'- '''''.~ ."\.'''"'''''-'.r.'~~Y:' ".1 n. '. . \._~1. ~" ," '. t. r I \ "'..; t.:~:,lJf. / . h, '.;,yl.f'.: ~ .~ I . ,d:l:\~ '. ___:u..j.1o . :~lf; .::>:~cji . . 'OFFIC~L NOTICE OJ: INHERITANCE TAX ASSESSMENT = ,;:-.,-,.:",:,t'};i'l ...."';,:':~~~ilj..... . ":,).:;, . ""J. ' ,.',I~~~ COUNTY ~' . : "Fgem. DATE OF DEATH(~f: 7/!7f'?J}~~ .. "', " ,,'.' ,::J:!;i i!; . h~~}j . .';,- "';ii':~ ';';'" ;::-;~'tii " "''''ij ,\,;\;]~~ .,\"':;.;~,.(~ . ""'.,{ .' . "';"ifi(il :. .d ...-n~, ><:7 '..\",,;~~, ~:! 2:.~' !2,.'_, ,-,_.'/.z"t. / .,.~ '. ..' ;<,,:.:.2!,~~~ · 11 /)f"F.1l'I/.:,<igi~ .'. /' '" . '., . "''l{l,1,! ........ ", '1. <_i'':Z{~~" . " . -'.r.!~~"" 1 ,':' )ur-~t~:i ~ ;'''C~~ ~ . '::+:i~~ :i "~ ':::::<~'-: \~ :,: !.~t,~.' i:' '.,",:,::.j,-;) ,,;~>;f~{I~ ;. ~"r5~ '~ , ,<./,t~ .~ EsrATE FILE NO. · ,7'~ 5'1'7 11~~ tax due '39. JI#--tJ t~ + /-1 (/Eb-C((P , .I +~) ~~/)91-'J / .)(~ ,.g?? U - /~1ff. ~IJ · '7?/ f?-'?J 12 - . 'it, /)97 4.2 , tax due . TOTAL PENNSYLVANIA INHERITANCE TAX DUE . OISCOUNT INTEREST TAX CREDIT + $ $ $ + = + = accru.. at the rate of .ix (61 p.rcent per annum unp.ld balanc. of Inharitance T.x from . of' paym.nt. Interest due If paid by I. REGISTER OF WILLS " BALANCE OF PENNSYLV~~NHERITANCE TAX DUE if~ As.....d by: SH InfOfmlllon on Revwse Side AQt .,' } :, ----.-------------- . ~-~~-""--- -..;..;:~:.;.~....-.....,~ PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate Tax Act of 1961 provjdes that the following persons shall prepare and file a return: a. The personal representatjve of the estate of the decedent as 10 property of the decedent admjnjstered by him and such additional property which js or may be subjecllo Inheritance Tax of whicli he/she shall have or aCQujre knowledge; b. The transferee of property upon the transfer of which Inheritance Tar. js or lIIay be imposed by the 1961 Statute, including a trustee of property transferred in trust, provjded that no separate return need be made by the transferee of property included jn tlie relurn of a personal representative. 2. PLACE FOR FILING The return is to be filed in duplicate wjth the Register of Wills of Ule counly wherejn the decedent resided. 3. TIME FOR FILING Tbe return is due nine months after the decedent's death, unless an extensjon for fjljng has been applied for and granted by the Secretary of Revenue wjthin the nine-month period. 4. FAILURE TO FILE RETURN Section 791 of the 1961 Statute provjdes that" . . .any person who willfully fails to file a return or other report required 0,1 bim. . .shall be personally Ijable. . .10 a penalty of 25% of the tax ultimately found to be due or $1,000 whichever js the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by law." 5. TAX RATES Inheritance Tax is payable al the rate of 6% on transfers to lineal descendants, such as father, mother, husband, wife, son, daughter, grandchildren, grandparent, son-jn-Iaw and daughter-jn-Iaw and at tbe rate of 15% as to all others. 6. PAYMENT OF TAX The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death. Interest at the rate of 6% per annum accrues thereafter until payment is made. All payments recejved are first applied to any interest which may be due with any remainder applied to the tax. I F TAX IS PAID WITHIN 3 MONTHS AFTER THE DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED. All checks should be made payable to the Regjster of Wills of the county wherein the decedent resided and are received subject to the final determjnation of the Department of Revenue. 7. FAILURE TO PAY The taxes jmposed, together with any jnterest thereon, are a lien upon real property, which lien remajns in effect until the taxes and interest have been pajd in full. The taxes may be sued for against any real property in the decedent's estate or against any property belongjng to a transferee liable for the tax. 8. FILING OF FALSE RETURN Any person who wj II fully makes a false return or report required of hjm shall, jn accordance with Section 793 of the 1961 Statute, be gujlty of a mjsdemeanor and, on convictjon thereof, shall be sentenced to pay a fine not exceedjng $1,000 or undergo jmprjsonment not exceeding one year or both. x ~; '.;' .. '1- I; ..''' ~, ~j 1. RE....4~O It-801 COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY (Instructions on Reverse Side) EST ATE OF _NErSCN_B_._HEBERLIG DESCRIPTION Real Estate situated on the South side or Ibute #11 in Penn Township, C1.Illberland County, Pennsylvania, conveyed by Floyd lv. and EiIrra M. I-btter to Nelson B. and Elsie B. Heberlig by deed dated December 21, 1949 and rerorded in CUni:lerland County Deed Book "E", Vol. 14, Page 453. Elsie B. Heberlig died Sept. 24, 1974 thereby vesting the entire fee in the decedent herein Appraised value TOTAL THIS PAGE ~~~ ~ ESlIMA TED MARKET VALUE $39,000.00 $39,000.00 DEPARTMENT VALUATION (OFFICIAL USE ONLY J . . . REV0451 EX+ (3-80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY (Instructions on Reverse Side) Estate of NEISOO B. HEBERLIG '*' ESTIMATED DEPARTMENT ITEM DESCRIPTION UNIT MARKET VALUATION NO. VALUE VALUE (OFFICIAL USE ONL Y) 1. 1978 Clu:ysler Cordooa, 2-door autonobile 3,350.00 2. Checking Acrount, The Farrrers National. Bank of Newville 411.13 3. 14 shs. preferred stock, C. V. Cooperative Assn. lO.OO 140.00 4. 4 ehs. COlTllOn stock, C. V. Cooperative Assn. lO.OO 40.00 5. Cash 974.13 6. Household furnishings and personal property, per attached appraisal 4,302.00 7. United Telephone Co., renmd 8.58 8. ersLit"eInsurance Co., reinburserrent of rredical expenses 343.00 9. M:dicare, reimburserrent of rredical expenses 487.l2 , , 01.,'. TOTAL THIS PAGE lO,055.96 INSTRUCTIONS FOR COMPLETING SCHEDULE "B" Schedule "B" must include all tangible and intangible personal property owned individually by the decedent at the time of death. Property owned jointly with another party or parties should be listed on Schedule "E" - - Jointly Owned Property. Intangible personal property, titled in the name of the decedent, but payabie at death to another party or parties. including but not limited to P. O. D. U. S. Savings Bonds and Tentative Trust Accounts, must be listed on Schedule "B". Tangible personal property should be listed first. Examples of tangible personal property are jewelry. wearing apparel, household goods and furnishings, books, paintings. automobiles. boats, snowmobiles, aircraft. etc. Intangible personal property includes cash,on-hand and in the bank, stocks, dividends. bonds, mortgages, treasury certificates, notes, together with accrued interest, salaries or wages, insurance payable to the estate or fiduciary in said capacity, partnership interest, etc. An interest in any undistribllted estate or income from any property held in trust under the will or agreement of another even though located outside of Pennsylvania at the time of death should be listed on Schedule "B". A completed Partnership Interest Report (REV-894) must be attached for each partnership or joint venture. and a completed Closely Held Corporate Stock Information Report (REV-8931 must be attached for each closely,held business interest or sole proprietorship reported on Schedule "8", ~~ ..: ,,' t..' '.... TO: Pennsylvania Department of Revenue Bureau of County Collections FROM: Farmers National Bank of Newville RE: Est'lt,. of __~':llson B,. Hebe.::l~_ Oat: ,,( Dc: th:~ugust ,7, 1980 --- Deceased ~t .s herel.y cartil ; I ' th. the folllwing R( COlllltH ....'j( , us; lie nill' '\ I.'lh! ':;lll, 'Ih' ,11\1"" date, 131111 ~ _ A. CHECKING ACCOUNTS _-Pli-1/./3 ~p<... - . .. '. " i, i,i~:~~~f;,,; ,', (;:,' B ~ ',-, ~,.' ," -~~,>';' . 'i~,':}.~.. t!.~' ~.:." ;, \.~:". , \.\ ; "-ff:.," '.' fi", (i:i,i \::,"r , . :. ~ ~ ....... ~'::' : :'t.~:.;:; .- , . ~, " : "':::~u:~;.,..' SAVINGS ACCOUNTS ;: .f;:- :'.\; ..~""~ '. , ',~ . . . , .",' ;/. ~ ... \ , '. t CERTIFICATES OF DEPOSIT ' Y ~ ,-;rf?jf'~c;..U fie/so,,) -a Hehw/~ or 1I1fJ-M.~ 73. He.b,*,/,} #/M3?o'1 J 7)a-/eJ ttlllY2., 19'1/'- ~~OOo.oo - 79.11::. hR3bbS"< " ,4"l"il ~197(,- ~s;ooo,oo - 10'10 I~ Itl(lfl'l-Y." " !nara.h2.,191?- ,t~~ooo.oo.::. /:J..<j.l~ fj-fe'llll v .. FU>f.ary:l,19?1- 8.5, oouoo /5'-1:/0 ftl!'/OSS-,:,:, " ~~N'Hlry:l,/~'77- ~.s;ooo,oo -/'19.1b (.0;( ,. ,,'J:Ne. S",1980 - $.5;<)00.00 - :J..S:l. 7(~i~l-eH.J. /lie/JON 1!, Hebe.-//j 0' :reNNe-He. k F...;I(..."b;.Jd...... I#- ~1J P4kJ .J'CW&... 19!D - ~ 2.J;"<>OO.(lc .- / b ?IJ Date: /o/~/to The Farmers National Bank, 'Newville, Pa ~~.2I.~/i1..L<~ " ',~ ,,01" '.-..... ".;.-..~"... " ~:~i:}[17'r;:ri1H;~t~;.::i:'i::> 1--': 'i ": ,"'- ~!~IM';r.;;~;t:H:1:ppr3isal of Person::;1 Prcpcrty .,i,'::Location"- R.D. # 1, Newville, Pa. ~{,0i:D~t'e ,\December 12, 1980 ' ."~':"L , I .', . "J. . ' " '" , ' ~\~,),Att~rney ~ John McCrea 111 ij)ppraisal by - Daniel D. Hershey !.: "" , 'Small portable 'radio ;.:".:Round back solid bottom chair ::'>'Round common chrone kitchen table :;...., ..... :h':Round ki,tchen stool 1:....-- _ . /:'Step stool T'.'-:.I" " j~!)WdOden kitchen cupboard ~ . --. ...-. ;};~;,4<;Foldingchairs @ $ 2.00 ea. 'v:",: "';-, ~\:,:.Cedardouble door wardrobe "~'. :', ", .. ~:'\,i'()ldoak wardrobe ~!t:-~,;;? : ...... . . . . ~tf::Old . oak dresser _(\~;:~;":~f.:,~,", ':.,. . . ;'~:::'Old:'oak rocker' r:: ':~"",'\' .', . ," Old nursing rocker i',\T~:e.dle. typ~ svwing machine i),;Blanket chest . ':~'.''''. ". '-'- ,-.- '.' .- ;;k(Sm'all wooden box .,' .,', .-"J :,CrSlIiall glass top stand ,""'" ._/).-' -', 6:'Siiiger' sonsole model elec. sewing machine (older model) I""';' ',' , ,t', Ore!' flat top trunk l\W%J~ii:':'Stlmd:' t:t;:,>:,,:-,,",L.:>-. /~: ,', .~,:. I, . ~'!}:;Sm'all . round kerosene heater 'f~:;"''.>::';l',.,;.':' ,', '~:' .,: . ~s>M:l:sc. smaU'articles in attic ""'~ '.. - . ., ", j -.-. -. ':" ~$~C(jmm:9n.wringer washer ~f!'PE~~le>~eta1. . rinse tubs ~~~:'oicf':woodexi' l:i ench ~;}J~n,:"':'\;{:.~J:~:' ',. ;'" --. ~;}~gep,~rete< Yard set (2 benches & ~1r{~~~Deere '# 110 riding lawn & ~,~;Old\ kerosene can :._' ,.' '~.,..,':' . ~'\ Old oil can , .' :"Small 'rench vise . Misc. band, lawn & garden tools .', Foley 20" push type rotary 1alm mower (older type) . 5 Ft. wooden step ladder Proctor Silex coffee brewer 2:Cast iron rabbits @ S 10.00 ea. ....:..__. ~.. . ..... ,..,-~ .........._ <L~ -' ~ .... \,..,\;j.K.~~~-~;,,:.;:,.:i ",~;:~::,~:,,~,." .,'" . .";.......~\.', , .::~':~i".,-\+ of the estate of Ne13cn B. Eeberli~. dec'd. Auctioneer round table) garden tractor w/rotary mower ,. 5 5.00 12.00 7.00 2.00 3..00 8.00 8.00 75.00 85.00 95.00 35.00 . 45.00 20.00 40.00 5.00 8.00 25.00 10.00 '5.00 20.00 20.00: 12.00 . 6.00 8.00 45.00 575.00 5.00 8.00 4.00 85.00 12.00 5.00 8.00 20.00 15.~.oO ..., '". . ':....,,~..'; , " ',I:' '" ----" !t"- -:~~" ~ ~~.,,;':~;';(..'.:. i S -~"-"\"~':'7_' C:'~ Ci,'I,M1:~c~ common tableware (knives, forks, spoons, etc) j~~:""'.,' '."';",' . ;fr;6id round glass china closet w/shelves on top in curk finish :ir~Dishes in china closet in dining room(pressed & pattern glass, '.'. carnival glass, clear glass, some old, most reproduction) .It,., ,', , I':->Ceramic lion figure ~: ~ . '. ". ~ '[i;"SIi1~ll metal bulldog bank '''-':~' ',' ".' " ,-', ' . ;~jS~andingmetal bulldog ~jRe~rod~ction Gone with'the Wind table light ~rOv!iiframe 'wall picture ,11",_ ,.r- ," A, 2 C'ommon hanging wall vases @ S 4.00 ea. I..,'."." ,_. :" R6'Uiici wall mirror .~ ;;.', '- ~', : ,.,.,'.. :::.,Modern German wall clock, ~':.Sm'all oak candle stand <: _::,: , ,'," ~ . 1(Small oak cloverleaf stand ?\1ieproduction Duncan Phyfe sofa (fair condition) .<small .' stand, {~~lng'back platform rocker ~ReproductionEarlY American swiv'l chair l"~'.: I:: . " .' '!,"Ceramic.floor type urn ,,~;~~"A-::.r:";',:,~, ._ -.' . 'I.: '. .Round stand ", '':'.' ,,' ~, ' ":Table' modelAM-FM radio & tape player \i'_'. 'Larg,e 'oid gold frame wall mirror (not perfect) ....,.-'.' '-":.,,"", . , ::i2.small '60mmon wall type candle holders @ $ 2.50 ea. ,,<<,', -:.,",:-' ',"', . " ,Reproauctionwhite marble top stand w/boy & girl figures holding top .;.'~:';. ".,).;'.:: -.",> , . fCera~ics"on room .divider . :,::'::"-;.', " ~ ',~.--- ' :. , ,., '. ,:THfa'!iy,.j;y'petable light w/plastic shade ;~Jii(~{:f,'~~'~:-'" "'.'.. -', . 'Valriiit'fiilish kneehole desk & chair' :~~~:'\~':;;i:~~ ,~,':-:> ':::'; ; :2}P:C":~;"reprodtiction Early American living /~r(':i"''';':':f':,>,:' ,;::,~", ~. . ,slliallJ,dropleaf stand '/:,:"-"-"',"."': > 2Ce:t-amic urns @ $ 10. 00 ea. ',~ ,t. .'J,,'"' ': . . . Brass<reproduction wood hod ~~ .:'. '.". i ,',' _ ' IigWlci st 0'01 ~t..)/...., , \~' :~.: ,~ 'olifElville vase "'6Infudri wii1 picture Pc~,set (2 end tables & coffee table) @ $ 6.00 ea. r'smali common wall pictures .[$ 3.00 ea. smaU ceramic figurines on top of gun cabinet (animals & birds) I., . ' '. . Older model Electrolux vaccum cleaner w/storage box I :)~ramic sitting bulldog (approx. 20" high) 1;,.." " , :,omb,ination console.,model RCAt.v., radio,.. record .... . . ;) :;0:1'. i..j[L 8.00 560.00 290.00 25.00 15.00 20.00 40.00 8.00 8.00 5.00 90.00 10 . 00 20.00 65.00 5.00 55.00 4?00 25.00 35.00 35.00 25.00 5.00 65.00 30.00 30.00;, .',' . 40.00 225.00 20.00 20.00 15.00 4.00 20.00 '5.00 18.00 6.00 15.00. 30.00 . ,.",>.12,~P.9.'>:-"""'i"'-'" . player( older mOd~1)46.Qo)".. . room suite(flower design) Kingston ,mandolin Common gun cabinet . " Ceramic panther 2:!'Table lights @ $ 8.00 ea. , Small tlortable radio' .," ' - 5Pc. blonde finish bedroom suite w/spring & Inattress <<',Small ottoman 't~: .;: ;'" . '.,j,.... Common costume jewelry ....{. ',.' Round back solid bottom chair ,;!.;;~l~C.' wall clock 0.: '. ,s,Dlall amount of common bedding S~".Misc. other linens ":'."- ", ' '?::!5.Pc. modern dark finish dining room suite (table & 4 chairs) :.'~.).:' ;'. '. .' i'!~:':,'Admiral Ouston Dual Temp - 16 double door refriger!ltor w/freezer H",. across top - avocado green (older mosel) ~~/..,Metal kitchen server ,p,r';'.,",',.., . ','_. ;::\V\O~d wall .bracket lamp w/refi:ector .If;.,;: ';.' ",': ' ~ (;j;:i.'Small;"Diisc. 'ceramic pieces in kitchen ~t::-~i;:. ~.; ;.. .,: i1',;'{.O~mmo.:i1'pots, pans & dishes ~'~"'., p', 4 ,.";1. _", .,." .' .:. . l~;s.;;gciJd . coffee grinder . '~"'~"""" IJ.':-' .... ..... ." },~':;~~'Sad' iron '.:' K~r:;::::-1::',::,;:,;" ;.' . ~f1:,~'::"Lewyt, elec. broom ~~~:.~~>~:.~.~,';t-.., ,t,:. _: \\:,~;;:J':Efec.: wall clock :'~\':'; .~-.,'y,.: :. . '. . JH/":,,:>",; ..if3',.-......,., - t~'i\!}." '..'. -}~'Jt:.< ~_....,. . " ...~,..:.., '"-, .-j. .~. ,. : "", "8", ,:~'_.:...."-'~' , .;:;,m ~\~ ., ......~ ,~,\. -,' .' ,'.,. : -', ' , .;~,...., " .-:....~- ;;IS- ;,. ,~ i~1\\' :"::~::'~" :,,> .:,;-:~/~~~.~~ '. ',:\~}"R:epr.o,d,li'o1j;on half shade table light ;:Mj'",-;".:,t.'.-"::"'V'-,>. ---'."-, ' '0/Z3;::Ce~amic' pieces @ $ 4.00 ea. ":'~~.;';~,,',"/'!:' ";;\", ' . ....li).,:;Small. German EJDDm1llllllXEDEk cuckoo clock ~;~t.':' :/,~'~, ,; , ::~,~":Cb.ampion 16 ga. single barrel shotgun (barrel damaged) w..:"" J.r . ;'j;'::Yestern Field clip type .22 cal. bolt action rifle 'o'I/~!estern ;/1:<: ",j, .~:;:~ ;. '..... Pap:e , Appraisal Total :/:,' ~'.-, " . ,'.'. .... \) Field scope 11 ~',: ~~~, 45.00, . " 12.00: .' , ,. v. ~ ;0.00f. 15.00 t 45~00 25.00 50.00 10 . 00 16.00 5.00 225.90 5.00 30.00 15.00 5.00 20.00 20.00 125.00 95.00 ,.00 75.00 15.00 35.00 30.00 4.00 . 10.00 4.00 4;02.00. ~ ":.', REV-4U ('-aOI COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEDENT EST A TE OF _ NF.T.c;rn B. HRRF.RT.TG SCHEDULE "C" TRANSFERS * INSTRUCTIONS: 1. Answer the questions on reverse side. 2. If the answer to any of the questions on the reverse side js "Yes," provide a descrjptjon of the property transferred per Schedules "A " "B " or "E " its estimated market value at date of death, dates of transfer, to whom transferred and . relationship 01 tran~ferees td decedent. Attach a copy of any trust deed or instrument relating to the transferred property. ITEM NO. DESCRIPTION ESTIMATED DEPT. VALUATION MARKET VALUE (OFFICIAL USE ONLY) 1. Certificate of Deposit No. 273, Fanrers National Bank of Newville, dated JIIDe 5, 1980 in naJIEs of decedent and Jennette A. Finkenbinder - $25,000.00 (included on Schedule "E" IIDder jointly a-med propexy as futly taxable. 2'-, Certificate of Deposit No. 602, Famers National Bank of Newville, dated JIIDe 5, 1980 in narres of decedent and Anthony B. Heberlig - $5,000.00 (included on Schedule "E" IIDder jointly a-med property as one-half taxable) (Note: As verified by the Famers National Bank of Newville, a certificate of deposit existed over two years prior to the death of the decedent in the anount of $30,000.00 in the narres of Nelson B. Heberlig or Anthony B. Heberlig which was reissued as set forth above on June 5, 1980) TOTAL THIS PAGE None .'it;/(' . . QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any materjal part of 11is estate wjthout recejving valuable and adequate consjderation? (Answer "Yes" or "No".) Yes 2. Did decedent, within two years of death, transfer property from hjmselU herself to hjmself!herself and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) Yes 3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the followjng information: a. Age of decedent at time of transfer. b. Copy of death certifjcate. c. Affidavit by the attending physician indicatjng the stale of decedent's health al time of transfer. d. All other jnformatjon supporting'nontaxabiljty of transfer. 4.' Did decedent, in his/her lifetime, make any transfer of property without recejving a valuable or adequate consjderation therefor which was to take effect in possessjon or enjoyment at or after hjs/her death? (Answer "Yes" or "No".) Yes . . a. Was there any possjbiljty that the property transferred mjght return to transferor or his/her estate or be subject to hiS/her power of disposition? (Answer "Yes" or "No".) ves b. What was the transferee's age at tjme of decedent's death? unknown 5. Djd decedent in his/her Iifetjme make any transfer wjthout recejvjng a valuable and adequate consjderation therefor under which transferor expressly or jmpliedly reserves for his/her life or any perjod whi ch does jn fact end before his/her death: a. The possession or enjoyment of or the rjght to income from the property transferred? (Answer "Yes" or "No".) No b. The rjght to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) ves 6. If the answer to five b. above js "Yes," state whether the rjght was reserved in decedent alone or others. Decedent alone 7. Did decedent in hjs/her lifetime make a transfer, the consjderation for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Yes" or "No".) No 8. Djd decedent, at any time, transfer property, the b61efjcial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No".) No 9. If the answer to eight above js "Yes," was the power to alter, amend or revoke the interest of the benefjciary reserved jn the decedent alone or the decedent and others? (Answer "Yes" or "No".) . MCCREA & MCCREA AnO"NeYSA' LAW - NtWYILLI. , 5tlIPPtN~IURlJ PtIlNA. LAST WILL AND TESTAMENT I, Nelson B. lIeberlig, a resident of the Township of Penn, County of Cumberland and State of Pennsylvania, being of sound mind and memory, do make, publish and declare this to be my Last Will and Tes tament, hereby revoking any and all Wills by me heretofore made. FIRST: I direct and order my Executor, hereinafter named, to pay all my just debts and funeral expenses as soon as may be conveniently done after my decease. SECOND: I give, devise and bequeath all of my estate, be it real, personal or mixed, to my beloved wife, Elsie M. Heberlig, for her own proper use and behoof forever. If I should die in a common disaster with my wife, then I give, devise and bequeath all of my estate, be it real, personal or mixed, to my son, Anthony B. lIeberlig, or his heirs, for his own proper use and behoof forever. TIlIRD: I hereby nominate, constitute and appoint my beloved wife, Elsie ~I. Heberlig, to be the Executrix of this my Last Will and Testament. If she should be unable to serve for any reason whatsoever, then I nominate, constitute and appoint Anthony B. lIeberlig and Dale B. Heberlig as successor Executors of this my Last Will and Testament. LASTLY: I hereby authorize, empower and direct my Executrix at her discretion to do any and all things necessary for the '. complete administration of my estate, including the power to sell at public or private sale \~ithout bond and without Order any real or personal property belonging to my estate, to compromise or otherwise to settle or adjust any and all claims,. charges, debts, administration expenses and demands whatsoever, against or in favor of my estate as fully as I could do if living, with full power or authority to take as much time for the administration of my estate as my Executrix shall deem prudent. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on two (2) sheets of paper, dated this:J'f day of June, A. D., 1973. gf~~~ febtlt~gL--,-~ ) . (SEAL) . This instrument was by the Testator, Nelson B. Heberlig, on the date hereof, signed, published and declared by him to be his Last Will and Testament, in our presence, who at his request and in his presence and in the presence of each other, we believing him to be of sound mind and memory, have hereunto subscribed our names as witnesses. 11;(. (~ ,~ ~<f' /' / ,{) . /) /Ylf/1/Y1a- /. 2.1.'70&..1_ , McCREA & McCREA AfTlIRNlYl AT LAW NtWVU.lt , SHIPP[M!lBUllll PUIIA. -REV0453"Cl.BO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES * (Instructions on Reverse Side) Estate of NEISCl'l B. IlEBERLIG BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Anthonv B. Heberlia Son Yes ~l1i .;n~;~ 100% R. D. #1 IlIlHiRg SpriRgs, p- , .,nn., . . . I The above beneficiaries are living at this time except for the following: NAME DATE OF DEATH :) .j!': ,"~ ,';. !~ . , REV-4S4 (l.tlO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT IInstructions on Reverse Side! .~ ~ SCHEDULE "E" JOINTL Y OWNED PROPERTY Estate of NErSCN B. !IEBERLIG ITEM I P TOTAL E VALUE OF DEPARTMENT R DESCRIPTION MARKET c DECEDENT'S VALUATION VALUE E INTEREST IOfficial Use Dilly} NO. N T 'll1e following Certificates of Deposit Farners National Bank of Newville registered in narres of Nelson B. Heberlig or Anthony B. Heberlig l. #AR3707 dated May 2, 1976 $5,000.00 50% 2,500.00 Interest to 8/7/80 79.l6 50% 39.58 2. #AR3665 dated April 2, 1976 $5,000.00 50% 2,500.00 Interest to 8/7/80 l04.l6 50% 52.08 3. #AR4l44 dated March 2, 1977 $5,000.00 50% 2,500.00 Interest to 8/7/80 l29.l6 50% 64.58 4. #AR4lll dated Februcuy 2, 1977 $5,000.00 50% 2,500.00 Interest to 8/7/80 154.16 50% 77.08 5. #AR4055 dated JanuaJ:y 2, 1977 $5,000.00 50% 2,500.00 Interest to 8/7/80 179.l6 50% 89.58 6. #602 dated June 5, 1980 $5,000.00 50% 2,500.00 Interest to 8/7/80 2.52 50% 1.26 ('!his iter.! jl6 was a portion of a $30,000.00 CD issued over two years prior to death of decedent in nam:s of decedent and Anthony B. Heberlig, see Sd1edule "e") 7. Certificate of Deposit #273, Farrrers National Bank of Newville registered in narres of Nelson B. Heberlig or Jennette A. Finkenbinder on June 5, 1980 $25,000.00 lOO% 25,000.00 Foamed interest to 8/7/80 l6.80 lOO% l6.80 (Eal. of Certificate referred to in Item #6) TOTAL THIS PAGE 40,340.96 11-0.140.1 I. I .~'M I J , I INSTRUCTIONS FOR COMPLETING SCHEDULE "E" i i ,i I I '.1 Schedule "E" must include all property, real and personal, owned by the decedent jointly with another party or parties as joint tenants with right of survivorship. Both tangible and intangible property are to be included. List real estate first. 1. Describe all real property as indicated in the instructions for Schedule" A". Describe all personal property as indicated in the instructions for Schedule "8". Include the name, address and relationship to the decedent of the co'owner (s) and the date the joint ownership was established. 2. Indicate the total market value of the jointly owned property. 3. Indicate the percentage of the decedent's interest. 4. Indicate the market value of the decedent's interest. c "" 0 n ;.. !"1 > ~ > 0 0 0 Ul 1:1 Z C) n c: 0 ;2 Z ... Z t'" tT1 tT1 '" 9 - 9 t'" Z ;::l Z % tT1 .., tT1 -l Z 9 0 .., 00:: Ul tT1 - '" Z 0 Ul 0 -l 9 '"<1 '"<1 ;::l ~ > 0 .., .", - .", 0 - z n ;;:: t'" c: '" tT1 0 Z t'" 00:: -<: -<: ~ tT1 tT1 ;l> ;l> ;::l ;::l . . FiI e Numbcr INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) 21-80..:Q240 ______________ RF......4S.a EX 1200'101 Estatc Name NElSOO B. HE!3J;:N>IG Date of Death ~<JU5t }-,_l,,~8~ Social Security Number __,_ ___m_' REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in ond lor the County 01 _~ber~and Pennsylvania, do respectfully report that I have appraised the real and personal property os reported in t c foregoing return at the values set forth opposite each item in the last column to the right in Schedules HA", "B", I'C', and fiE" Doted: Hay 28. 1981 -!11M/AI '1fJ'I'A Hi) INHERITANCE 1 AX APPRAlSE'~ INVENTORY VALUE AS APPRAISED ADJUSTMENTS CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE Real Property (Schedule A) Personal Property (Schedule B) Joint.Held Property (Schedule E) Transfers (Schedule C) s 39 000 00 00+ lO 055 96 '0+ 40_, 20+ non 30+ _Jt~ ,39~__ 9_2_ 12.799 50 40- 76,597 42 RATE FACTOR 92+ TOT AL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 93- Valuation of life estates or annuities. .. .. .. .. .. .. . . . . . . . PRINCIPLE VALUE CODE FOR USE OF REGISTER ONL Y Tax on S ~ COMPUTATION OF TAX S 6~;' T a x on S 1 5~~ ; T ox on S s Tax on S S T ox on 5 S Exemptions Totol Estate TOTAL TAX INTEREST FROM 2ALANCE TO S S S Less Credits DA TE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST . 5 + S S = , -- BALANCE S INTEREST FRO"" -,-- 10 S BALANCE OUE , TAX CREDIT S REV-518 FO (7-80) * NOTICE OF FILING OF APPRAISEMENT , COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS Anthony B. Heberlig R. D. #l Boiling Springs, PA l7007 Dale B. Heberlig Star Route #2 Shippensburg, PA l7257 RE: Estate of County of File No. Nelson B. Heberli~ Cumberland 21-80-0540 Deor Mr. Heberlig: You ore hereby notified that the ori~inal appraisement in the estate of Nelson B. Heberlilt has been filed in the office of the Register of Wills of Cumberland County an Mav 28 , 19 .ID... Said appraisement reflects the following valuations: Real Estate Personal Property Jointly Owned Transfers Total --SG. 000. 00 lO.Oljlj.q6 4O.~.q6 None 1i~,;;9!; 9:> As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22,1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from dote of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty doys after receipt of said notice as provided by Section 1001 01 the Inheritance and Estate Tox Act 0' 1961,72 P.S. 2485-1001, P.L. 373. Dote Mav 28. lG8l ~j!,vdndft"fioHj ) Signed Title Chief Aptlraiser NOTE: This is not a bill. '3J.va ~3SIV~ddY (f'IU1tNI]I< {/JwH 19/92/~0 'SII!M fO J"IS!6..~ a~I ~I!M ~Dp S!~I P"JH U....q sa~ pUO MOl O!UO^I~SUUad '11!M ~I!WJalua' U! "PDW S! IU"W..S!OJddo ".aqa "~IID~I ~f!pa' ~q"Ja'l ap I $ 3n1V^ 1'1101 26"96f'6g $ U N $ 9b"0li~ '0'1 $ 96"~~0'01 $ oo'ooo'6~ $ ~3aNlvw3~D S13SSV SSO~~ 1'1101 AlInNNvD 31 VlS3 3:111 0 $ p"IJod.Jun $ palJod.Jun $ palJodaJun $ palJod.Jun auoN $' . . . . " . . ":l,, 'H:lS - uaIOUOJ.1 1010.1 96"OlJf'Oli $ "3,, 'H::>S - ~J.dOJd pauMO ~IIU!Or 1010.1 96"~~O'Ol $' . . '"9,, 'H::>S - ~"adoJd IDuouad 1010.1 OO'OOO'or- $ ...... "V" 'H::>S - ~"adoJd IDoll 1010.1 3n1V^ a3SIV~ddV S,lN3W1~Vd3a A~vwwns 13SSV -ISIUOIU! O.lnl"J li:>>ns UD uo 0101 10.11110110" lnJMDI 0'{110 IIIlCD4 ""UD4I.1o'{ul .I1l1JIUOJ4 nasso puo ol!o.lddo 01 1'{6!.1 0141 sa....lGSIU ,(luo.ldlClI ,(qO.lIl'{ '14100MuowwD~ oql 'S.lDd. .loJ .10 8J11 .loJ 010111I ,(UD JO uOllo.lldx" "lfI .lOIJO 4Ullpll:JllIp 8"11 JO S.l10,{IO.l010110:>> 01 luow'<'olUII .10 uo!ssouod U! p.U.lOJSUD.l1 II 010150 Stql U! IUIIIIU! ;unl"J .<.uo 101fllUIIAII CU{4 UI H11V3MNOWWO:l 3H1 Aa a3SIV~ddV 1na N~nl3~ NI a3an1:lN110N Al~3dO~d agbl 'f, ~Bromv ~Ia"a fO alaa pU"l.Iaqamo ~I una:l 0li~0-Og-12 'aN al!:I 1'1 lN3W31ddns 0 ~~l.IaqaH "g U091aN fa alols3 1VNI~I~00 1N3W3SIV~ddV XV1 3:lNV11~3HNI .L 303 3 XV.L 3:>tlV.L11I3HHI1I3~StlVll.L 3nN3^3~ ~O lN3Wl~'td30 'tINVA'ASNN3d ~O Hl'V3MNOWWO::> (ot-L) +X'3 L.gt"^3~ ~ ~ 0 ~ ll:: <( Z ~ ~ 0 >- l.:i '" '0 ;l C III ....l .... <( ... - ., U Z ~ .... - 0 ~ .... ~ - <:> fo- 0 <( 0 ~ c.: ~ ~ fo- 0 '" 0 Z 0 '" CIl >- fo- 0 - l.:i Z f-< ~ f-< ~ Z Z ....l 0 - 0 ;:; c.: z ::.:: ~ ::;: Q ;l u t..:l ~ ....l Z Z Z - ~ CIl Q 0 0 ~ :l ~ ~ <( U Q REV~55 (1.80) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT .-.-. ~. ""'-.,-".,.,-., .. r .. SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS Estate of NEISCN B. IlEBERLIG Date of Death August 7, 1980 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: 18.00 TOTAL THIS PAGE continued I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of admi~istration submitted to the estate as deductions for Inheritance Tax purposes. '! ~ /3 dd- II" c V. ' 1-11"1 fr / ~~ GN URE OF ATT EV/FIDUCIARV DATE f Claimant not applicable Claimant's Address ITEM NO. DATE NAME OF PAYEE Register of wills Register of wills Hoover's Plunbing & Heating united Telephone Conpany Penna. Power & Li t Co. Westminster Cerrete ,Inc. Katherine A. Newcorrer R. A. Bender, Inc. Penna. Power & Light Co. Egger Funeral Hcxre Kough's Oil Service Masland Associates, P.C. Carlisle Radiology Associates Belvedere Medical Corp. Carlisle Hospital Penna. Power & Light Co. United Telephone Co. Penna. Power & Light Co. Hoover's Plunbin & Heatin Daniel Hershey Robert Suloman Penna. Power & Li t Co. Currberland law Joumal Relationship to Decedent REMARKS AMOUNT Letters Test:aJrentary Short certificates 27.00 4.00 25.50 27.36 32.09 10.00 332.50 15.00 13.48 1993.00 43.55 531. 50 121. 00 161. 00 105.00 11.02 12.86 l2.03 13 5 50.00 75.00 Book a=lIDt, Book A=lIDt Book A=lIDt Letterin Stone Real Estate Tax repairs Book a=lIDt, trash collection Book AcCOlIDt Funeral A=lIDt Book ACCXllIDt M::!dical ACCOlIDt Medical ACCOlIDt Medical ACCOlIDt Account Book ACCXllIDt Book ACCXllIDt Book A=lIDt BookA=lIDt raisal of Personal Pro raisal of Real Estate Book ACCOlIDt Advertise Letters OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S /:: 199../)tJ / AT tv PERCENT. qlf (! . ~~AH:a) . 'GISTEROF ILLS 10 -I-rl DATE ~~.a GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker. All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. .11 there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member Df the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. t"" "'d " ("l :> m ~ !l z :> 0 0 " '" Z Cl ("l c:: " ~ ::: z t"'" m t'=l 9 9 t"'" ;>:: Z '" - Z Z t'=l -l t'=l -l Z 9 9 -l -::: en m - '" z 0 '" 0 -l 9 'Tl 'Tl '" ~ ~ 0 - .." 0 .." - Z ("l - > t'" c: '" m 0 z -::: -::: ~ t'=l t'=l ~ :> :> '" '" INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurred and/or paid. 4. Enter the names of each payee. 5. Provide a brief explanation in the remarks column for each debt claimed, 6. Enter the amount of each debt being claimed. 7. The form must be signed by the person who has assumed the responsibility for paying the debts. ~'. " - (..;.. ....: ~, '-". co: ~.... ~.:~ ~.. :::c. "-' '" <;:;;: c.:. ~.u:: 6L~ N "--I WWJ "" a~ c'- "" 1~ a::V> c:: o- x:- <.>'" o:::!: ....... ~ W~ a:a:: co -' . '-' -.,. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I J 55: _______~tho~~~_ f{ebl;rl!.g_~d _Dale. B, _1~~J;l!L _____, ,--- -- -.--- being duly sworn ,_,_ according to law. deposos and says that I;oy____<;u;e~mcutors--, -,-- _____ ______,____' 01 the Estate 01 Nelson B. Heberlig late 01 Pp.nn TrMnRhip , Cumborland County, Pa., decoased and that the within is an inventory made by, ____,_t;!1em_,______,__,., ---- _d_'_' the said.-executors__ 01 the entire estate 01 said decedenl. consisting 01 all the personal property and real estate, e.copt real estate outside the Commonwealth 01 Pennsylvania. and that the ligures opposite each item 01 the Inventory represont it's fair value as 01 the dato of docedent's death. Sworn to , ~ 7&' {, I c..U ~<uto~ " 0 and subscribed before me, ^-J.t!"'1~fH"., y. / ~. I J. /"',-rrr- }' _~.D.n/~ilin,g....sl?rings. Pa. 17007 . . /11/ / '-.L, ~ ~..._ ...LLI- IV /) .. "l r.:. 'f P G1 En I C I /. and Star Route #2, Shippensburg, Pa. 17257 IIty (~ /?Jl~ o;/n/~s ----' Add"" 19 3/ Date 01 Death 7 August 1980 n _r- "1Tl S:::l :~~'-:' - , ~:; ,--~ I. An inventory must be filed within three months alter appointment of personal represenhti~.;::; 2. A supplement inventory must be Iiled within thirty day' 01 discovery of additional a..ets. . :: 3. Additional sheets may be attached as to personalty or realty .- ;,~ 4. See Article IV. Fiduciaries Act 011949. cO ",,'" - fTlfTl ",n ;g; _.0 ,--,::0 _10 - .,r.l '" ,V'J '.-.J .-:) ;'1 I - -0 Day Month Year INSTRUCTIONS <:l ::::>- >- -0 l,') m ~ w J ~ ~ .... il ~ I w <( " 0.. .... U " 0 0 VI " m H w w C '" H >- J: '" ~ .. I- 0.. 0.. H c Z .... ...J U. ~ ~ U. ...J <( 0 0.. m 0 CO' i W 0 <( w I == > '" I ,;. <( Ii z 'I ~ - ~ Z 0 c i! c " 0 Ii VI z 0 '" 0 Z w <( ~ ~ 0.. ." c ~ " - " I 0 " -" I m E ." .... - ..!:! 0 I ~ " 0 , ....I 0 ~ '" Inventory of the real and personal estate of NELSOO B. IIEBERLIG deceased. Real estate situated on the South side of Route #11 in Penn TcMnship, C1.lll'be:::ll County, Pa., conveyed by Floyd W. and Erma M. r-Dtter to Nelson B. and E1Si<~'- II Heberlig by deed dated 12/21/49 and recored in Currberland County Deed Book "E". Vol. 14, Page 453. Elsie B. Heberlig died Sept. 24, 1974 39,000 00 3,350 00 140 00 411 13 40 00 974113 4,302100 8\58 343\ 00 487 12 I 1978 Chrysler Cordoba, 2-door autorrobile 14 Shs. preferred stock. C. V. Cooperative Assn IllO.OO Checking Accx>unt, Fanrers National Bank of Newville 4 shs. COITIlD1l stock, c. V. Cooperative Assn. IllO.OO Cash I Household fumishings and personal property, per appraisal 1\ III united Telephone Co., reflmd Bankers Life Insurance Co., reinburserrent of rredica1 e)(j?el1Ses II /oEdicare, reiITi:lurserrent of rredical expenses I I '!he followin<;J CMIled jointly by decedent or Anthony B. Heberlig: Farrrers National II ~.o5?~HE #AR3707 dated May 2, 1976 - face vallE $5,000.00 I. Interest to 8/7/80 - $79.16 I cert. of Deposit #AR3665 dated April 2, 1976 - face value $5,000.00 I Interest to 8/7.80 - $104.16 I cert. of Deposit #AR4144 dated March 2, 1977 - face value $5,000.00 Interest to 8/7/80 - $129.16 I cert. of Deposit #AR4111 dated February 2, 1977 - face value $5,000.00 I Interest to 8/7/80 - $l54.16 cert. of Deposit #AR4055 dated January 2, 1977 - face value $5,000.00 In~t to 8/7/80 - $179.l6 cert. of Deposit #602 dated June 5, 1980 - face value $5,000.00 Interest to 8/7/80 - $2.52 ('!his item was a port of a $30,000.00 C.D. issu=d over two years prior to dea of decedent in narres of deo=dent and Anthoy B. Heberlig cert. of Deposit #273 registered in narres of Nelson B. Hl?berligor Jennette A. Finkenbinder on June 5, 1980 - face value $25,000.00 (part of preCEding Interest to 8/7/80 _ $16.80 ref. item) 70TA L 2,500 00 39 58 2,500 00 52 08 2,500[00 64 58 2,500 00 77 08 2,500 00 89 58 2,500 00 1 26 I I 25,000 00 l6 80 1~913'16 1'1 '2- OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT E?1 - ~o - slfO m- DATE ESTATE FILE NO. ~;;J.~y:r~r~\'. .. ~~;I@/:;'~jn:i;:,'\, ':,:j)~pr~l~ Vllul of Estete: v.f... -I ,~ ,", '-, ~,.':', /', . ~;~.<f.~',6.?\,:~l.R..r, EI'lte' ,. ;', ih;)i~.(\'F:J}!:>_~7/','_ "'~'::', ,,' \ ;';'~Rh;:.i\'~: Perianal Property, f~t~~t.!)?Y:-:.:.';:::.\ - ">\::~::.': .' ,'" .' i;;t18~\}f0~~!nl!YHeld PrapenYlTrensfers . .l't(~.fft,.: ;.,~r."'~l.'-' -,., .. . . 'l\!''t''-{r;';:''(\:::'-,-,'' ~~~!~~~!,:~,~~..,;~t.18 . ~;\'FJ:'::<j+.,....,. ,.'., ::~~i0i8IAPPiiivsd Deductions . . ~.~~t~~{~:~t;~,:::~;~~>':"i':' ", --. ': '~: .~ii!.~~~~r~~~!I,~'!j~tEat". ~:~1;cj\(~-~.~\:~.:?;.,:,." ,", .. ~~,~~;:~:r}':~.l8I'.: ~rOVidCh8rit8ble _ Exemptions :\f~*;~J~{:'};\;~j)~fl;:t;~":'-:: - ", ',,::,-: - . _ " . ~.ClelriVllueOl.EI1ate Subject 10 Tex ~~~~~[;'~\'/~fl~~,~(<, . ~~lV;}X'~~"'ritT8xebl~.@ 6%.Rele ~~~_~:~3~:~;::~;:.':~~;;Y~~{t':~::? '~.: '_ '~', :,,', ' :'J. !{~;:!.Z~:/;Ani,ouiiiTlJUlble @16% Rele tax due it~~~~::.: ~.~::. ~.tt;:~;;~:~:.r~'l~b~z) ~~~'~:~~"';:;::;:-::"-'~-';;~' -,',.<.',:-. -. t1t;S',l.!~~r~ts7' " . . . . i;~;~~~~~PAYMENT ',AMD'UNT PAID ~i;~H;;:Ha.~~g j I~', flf;~)\~,(;',.' , ~~i':r'f:~,-'iint"rilt ~ 'ace'rues at ,t,he rate, of six (6) percent per annum :,..":'...'....., '" ':_~"""'''" ," . . -. . ~J;f~::;.~,~.!,.< .th~(:.unpald _ balance of Inheritance Tax from :';'Y';.'~ to ,,:da,te :' of . paymenl. Intaresl due if paid by Is BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE . Assessed by: . See Information on Reve'l. Side ' Age" f rth. REGISTER OF WILLS ~~b;"J,,;,":i}(-.\<","" '.~:~~;-~ COUNTY . + + . . . "" . lex due . ~. .' DISCOUNT INTEREST TAX CREDIT . 4-s rs. r;-~ + . ./50,JS= . lf7 'Iti,fr + = + = -;',;. ~ ('1'~ , c. , ,< 1::'. a ~~~ t.._ .. C" , <:1.,' lr\ i.,~ ~ ~::i LUL.j "'...J ct- ee. "=n::: <x'" :E ~)L:.J 0- :..::9 c..>'-" ........ tl..l.. <xl>: ~ w::l fO -'u '-' Discount: If any Ulx due is paid within three (3) months atter the decedent's death, a discount of five percent (5%) of the Ux paid is allowed. . the discount period is calculAted In calendar monttls. Example: date of death 1-15-82. discount period expires 4- 1 5-82. Except for tax on a future interest. inheritance tax becomes delinquent at the expiration of nine (9) months from the date of death. o Inheritance ux on a future interest becomes dehnquent at the expiration of three months from: - the date of election to prepay or - the date of death of the life tenant or annuitant Interest IS calculated on a daily basis from - delinquent date to date of payment on any tax unpaid on delinquent date - date of last delinquent payment to date of payment on any unpaid balance. . Interest is charged at the follOWing rates: Delinquent Date Annual Interest Rate Daily Interest Factor Interest: 5/27/43 10 and including 12/31/81 1/1/82 10 and including, 12/31/82 1/1/83 10 and Including 12/31/83 1/1/84 10 and including 12/3 1/64 6" " 20% 16% 11% .000164 ,oo054B .000438 .000301 . Those estates thai become delinqueMi on or before December 31. 1981 will maintain a constant interest rate. The rate in effect when the tax first becomes delinauent will remain constant until the delinquent tax balance is paid in full. . Those estates that become delinquent on or after January 1. 1982 will contaIn a variable mterest rate. Thus. taxes that remain outstanding from calendar year to calendar yur will be subject to the different rates in effect on each Januar~' 1. . Interest is calculated as follows: INTEREST . BALANCE OF UNPAID TAX X NUMBER DF DAYS X DAILY INTEREST FACTOR. . If a tax balance remains outstanding for more than one calendar year. a separate interest determination must be made for each year at the applicable rate. (Onlv one calculation is necossary if the estate maintains the constant interest rate.) Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1 S) daiS beyond the date of the notice. If payment ;s made after the Interest computation Cate shown on the Notice. addItional Interest must be calculated. To Remit Payment: Deuch the top portion of this Notice and submIt With your payment to the Register of Wills of the county shown on the Notice. . Address information IS listed on page 13 of the booklet. "Instructions for Inhentance Tax Return fer a Resident Decedent." . Make check. or money order payable to: RegIster of Wills. Agent. ..- ...... ;~ ',' ,'..:: :ii :; . .\l'>>':,.:~~""''>;!'' ~.:.o';":,-,\:~~ ~?O'i'~~":'~it~:; i ;;',,:~_~~~;~' > C\ Q.,". . ...~' l!A~R' -; '~\- ;'~i,--- .'''':,'. . '.n' ,..'.. ,~ '-;.' ~''''~;tr'-I- ~..~.....,~...~ -'...~--~ ,....... -' -' - .. t~~~l ~@.';I: ;';,,': .: .~u~~ ~\I.....1t-.~.~r~ ":"'",,"',', : ' ;~~~~, ~~i};:{ \.~:;,~ ,,\~>_~_~. ;:......~-, )""1':-, "" ,.,,:,..\1.' '.' ".... '.', '.' '.' ,. ~..x;...,,,; -, __; ;.~;~h:. " '. ~~~,<~1,j ,_~~i' :~~-i'1:!: -~{::_;'-.~~ 1~:'~~6;0~' '. . '~ . ,..~ c' _','.~ .', L~,.~,J- '''',t-I-. ....1\.'.. ..;'t.:'~'>',~,,<,"~~ .' :.y.. " -' .- ~, , >/: ,~ . '~:,.:,. ..'.;,;". :~.: ....: ~..' ~".;: ',' . :" .~ .f ,'.-,'- '.-: ':~~>~;:,:~T' '.','," ,,' ."".-' ~ ", ,', . '.,1 .;'. , ;,f';!:~,'c,;;i;~lkfUi~~~,,;.:M~~:, .~, - -,'. 1"'t<~YW""""""';"'i";'" .- 'rJ1~:t':.,~~~>;-~:~'t~..' tC..ir,~;!~/: ~. .~,\<r~'<,,:;," .. ",.".:"..:", ~1~~P~~~~'rj~0 :~:~':':~r::;~~, ~f;%;t'".';t'., r" ;,'""., ,ift;ii~;;~;fj; Q}~~~:~ 1f{;',~;'f'..;.):.."".. ".; :',~ ~~ . '.~, ;;.> i>::;';.;~;}.~': ,,"-,.:...;.:;:....:: ",,' ....,. ',' .'. .' ~ . '''" .; " '-':" ',,' .. ~;':::;;:,;';;~~;..j',;::':c;r;.i<f~':~irX:~:;~~\~}2};if%~ , "',,',..~.:.:..f.:.~~:~.~'~'.. ; ,,'" .'i::,; :s.:~:::', ~~)i;;: ,:,~Si)t:,,:;a.,;j;~;{J~: 'i' , '.', . -';:r~::\:~;>h:,~;';3!;~':;{~:i!,fHi:~~~:r{tf!1?;~: . i '" ::.: '. '. ,'.. " ::',' ",;,h}~,:.\(,:;:W:~:;K?;~f:j:~1~{.,rD~~~~f " '..;' "",.::,/:f;,~:~.:;;<:;?;;.ii>l::~(:;~;~;:;:i,t\75r~\~~~~t~!~~r . . ,:;., \~~.'~:?:!:::'~;;.':):*in:;f:::.':~:~{t~\I~~~i~:?i:~;,'~~t~~~~~~W. .~..; ,~ , ,,,_" ....~ ~ '..'J"'" "'JO"" ,,^,~-:::,'-MY,J~. "..... '. .'0-- . '. '1' '. ....~1:r"!,,,~-~,.';\";'"i'i-tr..":..'*~::....:? '. " ;~_, ", ,F I."",~" ~,,:-. ,;:.....:...(."Cl'f'..;..'1'..,.'~..:~/~~~ .' '_. ".li-,-::' i.....' ;",.' ~~..,-,,:.,.t::I-.~..~'*Xi~": ~ '::~},::~f\~{;~~:;0;~~ik!,~~J,[~~~~~J1 ,:-, <;\- .. ~ ' :.t:'..'. " .:':' ,t:~.;~:. ;',''-,S:.. .'" ,_ ;(:::':~..-' 'ct' ".': . v; "..,.."0;-1. ':_r:" 'i.c , .~ :.', .of,:' ",' ":-1" ,. ;i':~~~?:;:~ !:;--j~:.~/:' :.:~ ~,r: ::, _ ,~:~ ~ ;:,\ .~;-~~~ ':; ". :.-,., ~ '.~/ ,~:':') ,; ,l:: ,'.';. '-.',>- , ), '.., ,:-1: WJh~--;, .:"~, .. '., ' ""..,,,,,.." ) REV. 1607 (AS) (02-84) ~ IACN INHERITANCE TAX ' STATEMENT OF ACCOUNT , I ~__.~_~___._~~_,_~09-:.9.."- IIELSOII B FILE NO. 21 80-0540 C,OUNTY CUllil";:RbJili.P. ACCOUNT suaMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT ABOVE COUNT V , MAKE CHECKS PAYABLE TO: REGISTER OF WILLS. AGENT. Ci:?ARTf\1ENT OF REVENUE BUREAU OF ACCOUNTS SETTLEMElIIT P.O, BOX 89G3 HAR~ISBURG, PI. 1710E 101 ESTATE OF HE3ERLIG DATE OF DEATH oe-01:e_O NOTE: TO INSURE PROPER CREDIT TO YOUR TO TH~ REGISTER OF WILLS OF THE ANTHONY B HEEERLIG 1115 PETERSBURG RD BOILING SPRINGS ?A 17007 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE CUT ALONG THIS LINE ------------------------------------------------------------------------ .. INHERITANCE TAX STATE~ENT OF ACCOUNT .. ESTATE OF HEBERLIG NELSON B FILE NO. 21 80-0540 ACN 101 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE. THE APPLICATION OF ALL PAYMENTS. THE CURRENT IF APPLICABLE. A PROJECTED INTEREST FIGURE, DATE 04-09-84 ESTATE. SHOWN BALANCE. AND, DATE OF LAST ASSESSMEII:T OR RECORD ADJUSTMENT: 03-09-84 PRINCIPAL T AX DUE:...,........,...,...............,..........,............,..,.......,.......,...,.,........'......................................................., 4,729.94 IT AX CREDITS): RECEIPT NUMBER 069830 061027 PAVMi:NTS PAYMENT DATE , ! 11-23-81 I 03-16-84 ! DI SCOUNT (+' INTEREST (-) AMOUNT PAID 155.14- 19.25- 4,745,99 158.52 TOTAL TAX CREOITS 4,730.12 BALANCE OF TAX DUE .1SCR INTEREST .00 TOTAL DUE .ISCR (14 2ala1ce Due IS less tha~ $1.00 no paY:"""lent IS recuiredl ... IF PAID AF7::R THIS DAi: SEE REVERSE SIDE FO~ CALCULATION 0:: AOJiT10t\:AL INTEREST RETAIN THIS PORTION FOR YOUR RECORDS .....~-...~~-. ..