HomeMy WebLinkAbout10-17-07 (2)
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15056041125
REV-1500 EX (06-05)
PA Department of Revenue.
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX 280601
Harrisbu ,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONL V
County Code Year
File Number
D~
o -l~LJ
Date of Birth
171286217
o 8 302 006
04021915
HECKERT
CAT HER I N E
MI
M
Decedent's Last Name
Suffix
Decedent's First Name
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
00 1. Original Return
o 4. Limited Estate
00
o
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
o
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of
death after 12-12-82)
o 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
o 10. Spousal Poverty Credit (date of death 0 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
8. Total Number of Safe Deposit Boxes
S T EVE N
w
F A H N EST 0 C K
CPA
7 1 7 7 3 7 5 4,6 6
Firm Name (If Applicable)
REGISTER OFWII;LS USE om;v
F A H N EST 0 C K
&
ASS 0 C I ATE S
First line of address
151 3
CEO A R
C L IFF
o R
Second line of address
City or Post Office
State
ZIP Code
DATE FILED
C AMP
H ILL
P A
17011
Correspondent's e-mail address:steve@fahnestockcpa.com
Under penalties of pe~ury, I declare that I have examined this retum, including acoompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SI TURE OF PERSO ESPONSIBLE.J,o~ ING RETURN D TE
. V. ~ 0
MECHANICSBURG
R THAN REPRESENTATIVE
CAMP HILL
PLEASE USE ORIGINAL FORM ONLY
PA 17011
Side 1
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15056041125
15056041125
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..-I
15056042126
REV-1500 EX
Decedent's Social Security Number
Decedenfs Name: CATHERINE M. HECKERT
RECAPITULATION
171286217
1. Real estate (Schedule A)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B)
2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D) ....................... . 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 5. 2 4 0 O. 0 0
. . . . . . .
6. Jointly Owned Property (Schedule F) o Separate Billing Requested . . . . . . . 6. 6 4 1 5 8 . 5 9
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested . . . . . . . 7.
6 6 [; 5 8 . 5 9
8. Total Gross Assets (total Lines 1-7) 8. _,
.......................... .
9. Funeral Expenses & Administrative Costs (Schedule H) 9. 9 4 4 9. 7 0
. . . . . . . . . . . . . . . .
1 9 r, 8 2 1 0
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . 10. L..
11. Total Deductions (total Lines 9 & 10) .. . . . . . . . . .. . . . . .. . . . . . .. . . 11. 2 8 '7 3 1. 8 0
12. Net Value of Estate (Line 8 minus Line 11) 12. 3 7 E: 2 6. 7 9
........................ .
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)
. . . . . . . . . . . . . . . . . . 14.
37826.79
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X.O _
16. Amount of Line 14 taxable
at lineal rate X .O~
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
o . 0 0
17.
O. 0 0
1702.21
O. 0 0
O. 0 0
1702.21
o . 0 0
15.
37826.79
16.
o . 0 0
18.
19. Tax Due
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
D
Side 2
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15056042126
15056042126
....J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
o 0
DECEDENT'S NAME
CATHERINE M. HECKERT
STREET ADDRESS
1015 APACHE TRAIL
CITY I STATE I ZIP
MECHANICSBURG PA 17055
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
1,702.21
Total Credits (A + B + C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
T otallnterest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
0.00
0.00
1,702.21
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B)
1,702.21
A. Enter the interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ...................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ............................... 0 00
c. retain a reversionary interest; or ................................................................................................ 0 00
d. receive the promise for life of either payments, benefits or care? ....................................................... 0 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... 0 00
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ......... 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................. 0 00
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax retum are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to orfor the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)). A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1508 EX + (6-98)
'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
CATHERINE M. HECKERT
FILE NUMBER
o 0
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F,
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
1,500.00
JEWELRY
2.
FURNITURE
500.00
3.
CLOTHING
400.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
2,400.00
REV-1509 EX + (6-98)
'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
CATHERINE M. HECKERT
FILE NUMBER
o 0
If an asset was made joint within one year of the decedenfs date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. DONNA M OBRIEN
1015 APACHE TRAIL
MECHANICSBURG PA 17055
DAUGHTER
B
c
JOINTL Y.OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A. 1990 PNC CHECKING ACCOUNT NUMBER 6,091.52 50. 3,045.76
5140237395. INCLUDES ACCRUED INTEREST OF
$1.61
2. A 1990 PNC SAVINGS ACCOUNT NUMBER 500458041. 122,225.65 50. 61,112.83
TRANSFERRED FROM CHECKING ACCOUNT IN 2006.
INCLUDES ACCRUED INTEREST OF $11.53
TOTAL (Also enter on line 6, Recapitulation) $ 64,158.59
(If more space is needed. insert additional sheets of the same size)
:)ep.14. 2007 1:38PM
PNC BANK 412-705-2747
No.2412 i'.
o PNCBAN<
September 14,2007
I"
Steven W. Fahnestock., CPA
1513 Cedar Cliff Drive
Camp Hill. PA 17011
RE: Estate of Catherine M. Heckert, deceased
SSN: 171-28-6217
DaD: 8/30/2006
\
Dear Mr. Fahnestock:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Checking Account
Account #5140237395
Established 05/01/1977
CATIIERINE M HECKERT
DONNA M OBRIEN
DOD balance: $6,089.91 + $1.61 accrued interest
Savings Account
Account #5004548041
Established 01/04/2006
CAlHERINE M HECKERT
DONNA MARIE OBRIEN
DOD balance: ~ 122,214.12 + $11.53 accrued interest
Please note, that Savings Account #5003180337 closed prior to the date of death. It was
closed on 11/29/12006.
Please note that this office only provides date of death balances for deposit accounts
(!RAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items,
please call1-888-PNC-BANK (l-888-762~226S) or stop by your local PNC Bank branch
office.
Sincerely,
B~W~
Rachelle Wells
1-800-762-1775
P7-PFSC-04-F
500 first A VIi!_
Pittsburgh P A 15219
Member FDIC
REV-1511 EX + (12-99)
'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
CATHERINE M. HECKERT
FILE NUMBER
o 0
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. MUSSELMAN FUNERAL HOME 7,119.70
2. ROLLING GREEN CEMETERY 1,320.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Numbe~s)IEIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 260.00
5. Accountanfs Fees STEVEN W FAHNESTOCK, CPA 500.00
6. Tax Return Preparer's Fees STEVEN W FAHNESTOCK CPA 250.00
7.
TOTAL (Also enter on line 9, Recapitulation) . $ 9,449.70
I
(If more space is needed, insert additional sheets of the same size)
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THIS AGREEMENT PROVIDES 'FOR ENDOWMENT CARE
CEMETERY INTERMENT RIGHTS, MERCHANDISE AND SERVICES PURCHASFlSECURITY AGREEMENT
.....f r
Date: ~; . .....tl \ ,-, ,,~j...L:
~i.4 No.
The undersi~'~~d, referred to as "Purchaser", hereby agrees to purchase the I.Dterment Rights, Me~~andi~e and Services described
herein, subject~to acceptance and approval of tbe above named cemetery, herelDafter referred to as Seller .
'..... i'. ,-"" .] 'j <j l'{ . r c-C-
PURCHASER L: (\I-V' _. " /. ( TELEPHONE: I, ...!. ,.) .j,
ADDRESS C> c:: ~\ ~,~ r\.,z --I C: I'l 0 CC
Name of Deceased (r:. ,.( ~~ (
ZIp
Description of Interment Rights: (\'
Issue Certificate of Interment Rights to:
.-.-,' -Xddr~'s;-- "~--','--' o' ~----" .-~-:,-_;,;,-,--,-,-
SInet
a"
s....
ZIp
INTERMENT RIGHTS MERCHANDISE AND SERVICES
Interment Rights (including Endowment Care of$ - ) .oooooooooouoo.uoouoo.uuuuuum.mm.umU.uum.m $
Iuterment Fees .mUuumooUmUumm.u..umuuuu.uu ..mmuu.uuuumuu.m.u.Uoo. .u.uuuuuum...uu..uum.uuuu.muu.umUU.
Memorialization - Type muuuUoouuuuuum
Size Design uu.u.uuuuuuumu
Memorial Base - Type uumuu.mU'mU'UU
Size Color UmU.uuummuum
Memorial Endowment Care of uuuuumm..moouuu.m...UU'Uuuuu.uuoommumu.u.m..u...uUUUUUOO'U"U'U'm'uUUU'OOOOU.
Memorial Installationllnspection Fee oouu.uoooo.um .u.uu'u'uu oo.u.oouuuuuuOOU'uoou, .uummuuu.u.u.umuuuuumumum.
Outer Burial Container - Material .mumu.U.UUUU'UU
Model Supplier u.uuu.m.mumu'u
Cremation Charge .uuu.umm"Uu.m.m.m.muu .u.....m...... oouuu..uoou.mmuuoouuuuu. oou.uuum.uuuuuuu..uuu.uuu.umu.
Urn _ Type Size Uu............uuuuu.
FlowerVase- Type .moo.....u...uuuum.
Nameplate..u...m..m.mmuuuu..muuu.uum..mu..uuumumoouu.oouoommuuuu.....uuuuoouumm...u.oo.u.uoouu.mmm......oo.u
~~;i~:~t~~.,~.i:\:.~~.~~~..~::.~:.::..._._.~_...::...........,...,.....-.............................:........_............~:~~~~.:.~~....~............:~~::~:
Other ...m...m................
Sales Tax .... ........................m..um..u............................. ..............................moo......oo........................m.....'.....u...........
TOTAL CASH PRICE.........m...........................................................oo...............................m..................
LESS: ." -tJ i
Down Payment Cash pL...c:.k.........:-L3:t........oouu............................... $ I?..) P '. cJ
Other Credit ....m..........................m..............................oo......u....................
Total Down Payment ................................................00...............................................00........mm..m.......
UNPAID BALANCE OF CASH PRICE ...........mm.................................m.................oo.....................
IlqC,
.
II)
\;>c:-) . t~':I'
,
l?,)C(( .
$< {2,.:J(;. DO
$ -Pr
.2
REMARKS:
TERMS- CASH SALE
The, Total Cash Price is due and payable as of the date oHbis Agreement. A delinquency charge of percent will he
assessed monthly on any balance not paid within 30 days ofthe date of this Agreement. Ifless than full payment is received, Seller
shall deduct the accrued delinquency charge from the amount received, and credit the remainder ofthe payment received to the
Unpaid Balance.
SECURITY INTEREST: Seller (or its assigns) will have a security interest in the Interment Rights and Merchandise being
purchased as described ahove. Seller will retain title to said Interment Rights and Merchandise until the Total Cash Price,
together with any delinquency charges thereon have heen p.aid by Purchaser to Seller.
Purchaser agrees that all rights conveyed under this Agreement are subject to, and Purchaser agrees to at all times comply with,
the present (and as may he hereafter adopted amended or altered) Rules, Regulations and Bylaws of Seller, which are available
for examination in Seller's office.
NOTICE: BY SIGNING THIS AGREEMENT, PURCHASER IS AGREEING THAT ANY CLAIM PURCHASER MAY HAVE
AGAINST THE SELLER SHALL BE RESOLVED BY ARBITRATION AND PURCHASER IS GIVING UP lDSIHER RIGHT TO A
COURT OR JURY TRIAL AS WELL AS HISIHER RIGHT OF APPEAL. SO ~fNNS"'~ VANtA FUNERt..l S~l!YlCE$. l~.
dbe ROUiNG GRfEN CEMETEtrf
l~H I ~Ai1lSU ltD. . >:.AMI"lU.. 1"" tJOn
. \
Signed this ~ day of ;:..\ .' , ," \ , 20~
'1:- Purchaser '/" I' /. /~.,~ .. I u" , "'-< J .~ t"\"'ccepted by: j i I \
r\ "Re1aUODII)dp \ ) ;-i b.tb - . IlcpI'eMDtaUft
~ P~BSfN: ':,~,. \-, ~ -< . Counselor.:-";~. .,. i 'I No.__
Re1aUo:aab1p ......... "1 J
NOTICE: SEE OTHER SIDE FOR ADDITIONAL TERMS AND CONDITIONS WHIC~ ARIj/~RT OF-THiS AGREEMENT
\J
FORM 220PA REV (04104)
WHITE _ CEMETERY COPY YEU..OW _ APPROVED CUSTOMER COPY PINK - CUSTOMER COPY
REV-1512 EX + (12-03)
. .
*'
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
CATHERINE M. HECKERT
FILE NUMBER
o 0
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including un reimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
LOAN FROM WILLIAM AND DONNA OBRIEN TO PAY MEDICAL EXPENSES
VALUE AT DATE
OF DEATH
19,282.10
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
19,282.10
'''-''''~.(*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
CATHERINE M. HECKERT
SCHEDULE J
BENEFICIARIES
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal disbibutions, and transfers under
Sec. 9116 (a) (1.2)]
1. DONNA M OBRIEN Lineal 37,826.79
1015 APACHE TRAIL
MECHANICSBURG PA 17055
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
FILE NUMBER
o 0
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
CATHERINE M. HECKERT
I, catherine M. Heckert, of Mechanicsburg, Cumberland
County, Pennsylvania, being of sound-and disposing mind and
memory, do make, publish and declare this to be my Last will and
Testament, hereby revoking all wills and codicils by me at any
time previously made.
ITEM I: I direct that all inheritance and estate taxes
becoming due by reason of my death, whether such taxes may be
payable by my Estate or by any recipient of any property, shall
be paid by my Executor out of the property passing under this
will which is not specifically devised or bequeathed as an
expense and cost of administration of my Estate.. My Executor
shall have no duty or obligation to obtain reimbursement for any
such tax paid by my Executor even though on proceeds of insurance
or other property not passing under this Will.
I'rEM II: I hereby make the following specific bequest:
to my daughter, Donna M. O'Brien; my sapphire ring with diamond
cluster and my amethyst ring with diamonds.
ITEM III: I give and bequeath all my household
furniture and furnishings, automobiles, books, pictures, jewelry,
china, linen, silverware, wearing ,apparel and all other like
articles of household or personal use and adornment, not disposed
~
of by the preceding portions of this will, in equal shares, to my
son, James F. Heckert, of Mechanicsburg, Pennsylvania, and my
daughter, Donna M. O'Brien, of Mechanicsburg, Pennsylvania, or,
if they do not survive me, to their issue, per stirpes.
ITEM IV: I give, devise and bequeath all of the rest,
residue and remainder of my property, real, personal and mixed,
to my son, James F. Heckert, and my daughter, Donna M. O'Brien,
issue, per stirpes.
if they do not survive me, to th~b
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if they survive me" or,
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Page 1 of 4 Pages
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ITE1{ V'
In Jell€" se-c.tlement. of my Esta"'C.e ( 111Y .t.',xecutor
shall possess, among others, the following powers to be executed
for the best interest of the beneficiaries:
(a) To sell, either at public or private SRle, and
upon slJc11 terms and conditions as my Exec~utor may deem
advantageous to my Estate, any or all real or personal
as-tate or interest therein, \^,hether owned by me
severally or in conjunction with other persons, 0r
acquired after my death by my Executor, and to
consummate said sale or sales by sufficient deeds or
other instruments to the purchaser or purchasers,
conveying a fee simple title, free and clear of all
trust, and without obligation or liability of the
purchaser or purchasers to see to the application of the
purchase money or to make inquiry into the validity of
said sale or sales; also, to make, execute, acknowledge
and deliver any and all deeds, assignments, options or
other writings which may be necessary or desirable in
carrying out any of the powers conferred upon my
Executor in this Item VIa) or elsewhere in my will.
(b) To pay all costs, taxes, expenses and charges
in connec'cion wi-th the administra-tion of my Estc;te. My
Executor shall pay expenses of my last illness "no'
funeral expenses.
(c) '1'0 distribute my Estate in kind or in money.
If any assets are distributed in kind, they shall be
distributed at their respective value{~;) on tne date(s)
of their distributione
(d) To retain any investments I loay have ~t my
dea'ch so long as my Executor mo_y deem i1~ advisa,)le to my
~S\..o:\.'C ~C.() Q_C:~ sa ~
(e) To vary investments, when deemed desirable by
my Executor and to invest in such borlds, stoc)'sr notes,
money markets. real estate mortgages or other securities
or in such other propertYr real or pE~rsonal: as my
Page 2 af 4 Pages
Executor shall deem wise, without being rE>strictec\ to
so-called "legal investmE>nts."
(f) To mortgage real estate and to make leases of
real es-tate.
(9) To borrow money from any party to pay
indebtedness of mine or of my Estate, expenses of
administration or inheritance, legacy, estate and other
taxesc
(h) To vote any shares of stock which form a part
of my Estate and to otherwise exercise all the powers
incident to the ownership of such stock.
(i) In the discretion of my Executor, to unite
with other owners of similar property in carrying out
any plans for the reorganization of any corporation or
company whose securities form a part of my Estate.
(j) To distribute my personal property directly to
the Guardian of the person of any minor beneficiaries
hereunder.
(k) To elect such settlement options as deemed
most appropriate by my Executor with re~;pect to any
pension, profit-sharing or other retirement plan in
which I am a participant.
(1) To do all other acts, 111 the judgment ~f my
Executor, necessary or desirable for the proper and
advantageous management, investment and distribucion ot
JOY Estate.
:CTEM .VJ:~ Any person who shall have die(j at the3ame
time as T{~statri){, or ill a common disaster with ~er, or under
such circumstances that It is difficult or impos;sible to
determine whc died first or who fails to sur'rivl? her by ~linety
(90) days, shall be deemed to have predeceased h'3r.
ITEM VII~ I nominate, constitute and a9point ~y
daughter, Donna M. O'Brien. to be my Executrix (nerein referred
to as "Executor").
In the event of the death, resignatio~,
refusal or inability of my said daughter to serve as my E~ecutor,
Page 3 ~t ~ ?aqes
J_ nomi.naJCE: F const.i tute a.nd appoint my son i James F ~ Hec.kert i to
serve as E~ecutor. My Executor is specifically relieved ;rom the
duty or obligation of filing any bond or other security.
IN WITNESS WHEREOF, I have set my hand and seal ~o this,
mv Last \~Jill and Testament; consisting of this page and the
preceding three (3) pages this 28th day of January, 1993.
SIGNED, SEALED, PUBLISHED AND DECLARED by the
above-named Testatrix, catherine M. Heckert, as and for her
in the presence of us, who, at her request, in her presence
in thE;l'~'l=>resence of each other, have hereunto subscribed o,lr
as w~hesses ip attestation thereof.
:--/ /. /, " I
"61 /. 'I /! I
-;, (1.1.1' III / /"/ 11_1/ /i I Add
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~'l, IT?,: ,';'.':~> ." ()i:
catherine M. Heckert
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