The URL can be used to link to this page

Home My WebLink About02-0595PETITION FOR PROBATE and GRANT OF LETTERS estate o John L. Heller ~ ------ - also known as Socrul .S'erurirv .No. 215-03-2433 Deceased. >vo. 2)-oz- .5qs To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(>), who is/are 18 years of age or older an the execut °r named in thr I~.tst ~+iil of the above decedent, dated June___14, 2000 , 19 and codicil(s) dated _ __ _ (stage relevant circumstances, e.g. nntmciation, death of executor, etc.l Cumberland lle. endent ~~as domiciled at death in _ County, Pennsylvania, w th }~ is__ last family or principfat ~es~c~eylce at~ ~. Pa~sonag =Sheet, Newville, Pa. , 7241 flirt street, number and muncipality) Decendent, then 89 _ ;°ears of age, died June 20, 2002 19 , at _Carlisl~_1io vital, Carlisle, Cumberland County. Pennsvlvania 17013 Ft:cept as f~~llo~~s, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated inrc~n?potent: _-_ - - - _ - - lle, ncient aG death owned property with estimated values as fellows: (lf ~lnmiciled in Pa.) All personal property (If n~~t domiciled in Pa.) Personal property in Pennsylvania (11 n~~~t ~:~~n,icilcd in Pa.} Personal property in County ~~aiu< ,~f~ real estate in Pennsvlvania sit u:r':.! a; follo~~ ~: -- - $_ 60,000.00 $ --- ~~ liE:ill:t t)}Zl:, netitioner(s) respectfully request(s) the probate of the last will and codicil(s) press^rted here+ith and the grant of letters ~estamPnta*'~-- (ic~tamen?ar~; administration e.t.a.; administration d.b.n.c.t.a.) ~-vL C CI... ~.---`_ Wi liam Duncan 1 Irvine Row Carlisle, PA 17013 OATH OF PERSONAL REPRESENTATIVE CO'~i!~iO'4~~~EALTH Off' PEhNSYLVAMA ~ ~~ C~Ol ~"1~~~ OF CUMBERLAND ilr; ;~ctitioue.{s1 abc~~e-named swear(s) or affirm(s) that the statements in the foregoing petition are true .~,~~.( .;~nc~~t r~r the best of the knowledge and belief of petitioner(s) and that as personal represen- rtis,~~,( :.~~1 the ahrne decedent petitioner(s) will well and truly administer the estate according to law. 5~~~ t ~~r tl~firmed and subscribed v, be, , ~ ri; ~ this 27th da of '~ ~~ _ ~~. __ ~nn~ iq ~ William A. Duncan- ~ ~ a_ _ 1 Irvine Row __ ~ MARY LEWIS Register _ Carlisle PA 17013 No. 2 i - oZ- 5a~ Estate of JOHN L. HEELER ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW June 27 200219 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated June 14, 2000 described therein be admitted to probate and filed of record as the last will of .TORN L. HEELER and Letters testamentary are hereby granted to William A Th3ncan FEES Probate, Letters, Etc. ......... $ ~-,~~ Short Certificates( ) .......... $ 24 00 x~ ~tra• rages.... ~ ti--~_- ~cn $ 5.00 TOTAL $ 150.00 Filed ....6-2.7.-02 ....................... called atty 6-27-02 , ~( I Register of Wills ATTORNEY (Sup. Ct. LD. No.) William A. Duncan, Esquire ADDRESS 1 Irvine Row, Carlisle, PA 17013 PHONE 717-249-7780 a I(15805 FEl' )i3> This is to certif~~ that the information here given is correcdi/ copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be fo)warded to the State Vital Records Office for Flermanent Filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for dais certificate, $2.00 ~ 848166. No. N t O5. ; aJ Rev. 1187 TINT SENT INK of ~ / ~ ,lam Local Registrar ,~, ' 1 n *F .*, *~; -~ ~~. ~F\ ~ ~99j~'1FNT~\~~`I~~'' ~t~N ~ 5 202 -- ,,,,,,,/ ~:~t~ COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • V)TAL RECORDS CERTIFICATE OF DEATH --~--- _ STgE F4E NUMBER NAME OF OECEDENTiFnP. M,tlpa. Lanl - --- ~IA21 [ITy NUM~Ej1 21 ~~ DATE OF OEATN,MOmn, pay, ~.2an ,. John L. Heller 'E%Male 7 (,F - ' J / ,, June 20, 2002 AGE IL l B E aa vttaayl UNDERtY AR UNDERIDAY GATE Of BIRTH BIRTHPIACF (Cay and PLACE OF DEATH IChpcE arvy br,e-,ne,ruv~cl,«.s Mbiner vtlel M«qM r D•ys Hours r MEwIM t-lM onmrpay. ~94y Shle «F«egn C«mtty) e HOSPITAL: (] ww~~ LL •.L 7 ~ ~J) OTHER: 89 rn. ~ NeYlI 1~1 e1 Inpar l^ ERIOMpalhm~i DOA^ NuAwq --- Dlh„ 912 T G • s. 7 r n a N«M ^ R•,Nnu ^ ,SpwcMl ^ B N . COUNTY OF DERH CT', BORO,TWp OF DEATH FACILT'NAME(Il npl mg9ulgn,gna attMantl numbers B CEDEMOF HISPANIC ORIGIN7 RACE-AmanunlMi•n, B1aCk, WN1•etr: Cumberland Carlisle E~ ^ Nw N• KyM.•pecdYCWan ,) . '0. k• \~ she. .. M•,ican, PuMO Rkan. «a Whit e ' ed- DECEDEM ~. to. S USUAL OLCUPRION KIND OF BUSINESSIINDUS7RY VMS DECEDENT EV IN DECEDENT-$EDUCATION MARITAL STATUS•Mamwd (a lur,dd~dM tl« ra o u rwW~ U.S. ARMEDF ST. n aoe COm N•vrM SURVIVBM, SPOUSE i M an p ~ y , e •d. ridow•o. ~a~(T„CI- r ENm•nlary'/S•condarY Cdlege DnarbdlSDwcM) IM «N. 9^'w mab•n nwmwl "1 Construction ~-•^ Nw x.11, 8 (1_.«5•) Widower • tt•. ne- tx. v - . te. DECED(E]NT'S MAILING ADDRESS (Street. Cily/TOwn, Slah. Zip Cbdel DECEDENT'S ~~- Pennsylvania 29 Parsona e Street ACTUAL tTa.$Iah ad „~^Ihad.cw.mw.din g RESIDEN CE deceam trA Newville, Pennsylvania ~ mo ; ° ~•m• , w ,.. tomrnipT NO, dec•e.m EVSd 7e. cwrn um erland ,,, NeWVille (~w,nttl.cn ll. e - r n ,a FATHER'S NAME (Frc t. Mbdb. Laall «IYA«o ' MOTHER S NAME IFv9, MEdN, MagM Swnxn•1 ,, David Cleveland Heller . Blanch INfORMAM'S NAM 1e' • tier PfW) Ia ~o'~in H. Heller ~~~T•$~ "ei~~ •;'gib'~.ster,Floria METHOD OF DISPOSITION. DATE OF DISPOSITKN PUCE OF DISPOSTION • NerM a Cenrtary, Crematory LOCATION -City7TOwn, Shh. Zp CoM Burlel~ Qr„n,tlen^ RwrovslE«n sht ^ (""m^•D~•'~) "OiMr""' • ^ Cumberland West P nn b ro TTwp . ate. °on"`°n^ O1n"1So~"' June 26, 2002 Penna nt b ~ ~ ~ ye Ith. _ ou an t1~um er ' SIGNATURE FUNERAL SERVIC LICEN F R O PERSON ACTIND AS SUCH LK:ENSr„(alX.(IjEal~-~ NAME AND ADDRESS Of FACILIT' U BUJ ((~S ~G 11 rn. uc. ' •r not avaaa01• a lirrr• aI de - ro T ~~ a my k , death accwrW al IM ' ale arW pen elated. LK:ENSE NUMBER DATE SIGNED p ~r ' cM ae•nn. 11a - tae. rhh0 ~'O ~~ CJ ~ ~n('r./a6/O(~ Hems 26-16 muq a to ht d mp e W TIME OFDEATH /~ DATE PRONOUNCED DEAD (MOnm, pay, Year) WA$ CASE REFERRED TO MEDICAL E ORONERt p•ypn wM pmnourrtsa «alh' .^ ~/ / l[~ o o ~ Ne^ 1a. per M. ti. ~ M . 27. pART I: Emer I1r «se•a•a, ttquriea « WrrgEtatiena which oauaad ms death. Do rot enter IM mods of dying, such a, carOia «reepralory arreal, stock «MN testate. r Appaaimah PART B; gtrr a 6carK r Lst d,y OM Haas «I aaU Err. ~~ obrMn«ltE.g 10 d••Ih DIII , /1 Imen•I pelwe•n ~ / i «ual aM Ham n« naaU^g in IM u^d•rM^C tees 9ir•n in PART 1. IMMEdA7E CAUSE (Final / /~ ~ J / raierq norml-~ 1 WE IOIOR A$ A CONSEQUENCE OF} S•OU•rMYM,N corrdilion• D. KaM.I•edl^gnmm•«ar DUE TO fOR AS ACONSEOUENCE OFI: I _ caue•. Emer IIMDERLTIND I CAUSE (Orwr«,rryrwy c. , ' Inat irle•rtl nverip DUE 7D (OR AS ACON$EOVENGE OFI: re>Mq n d•aml LAST i d. Va1.5 AN AUiOPSV WERE AUTOPSY FWDINGS MANNER OF DEATH DATE OFIWURY TIME OFIWURY IWURY AT MKIRK7 DESCRIBE NOErIWURY OCCURRED PERFORMEDT AVAMBLE PRgq 10 . (MOnm, OaY. Yearl COMPLETION aCAVSE ^ ~~ ^ OF OERN7 NahrrM ACCi0em ^ P•ndirq lnvfllgall«1 ^ Ye, ^ NO^ M ^ Ne ^ Yse ^ NO ^ SuieiM ^ DOOId not M Oelsrmiryd ^ ]Oe 64 M. 100. PUCE OF IW URV A - l Mrrr, hrm, Arent, lapOry, omu LOCATION ($ttew. Cdy/i , Shl•) tAwdEp, rKC. ISpenhl Iw. re » . . Io.. ~. CERTIfIER ICheoE omy orrl 'CEIITIFY111G PHYSICIAN {Pnyscrn ceruywg Ca^Se d deem when an«her phyaC,an ha, goMUrced tleath antl tompHetl hem 171 `~ SIGN RE AND TITLE ~CE~ IE I ~ ,~ TO IM 11••t of mY Errowl•dq•, deem attuned dw b IM cw•e(sl and mamrr a• aLl•d ..................................................... ~T I D ,/ y,/_W J ~f0 A I ' . LICENSE NUM - •-ROlN%INCING AND DEMIFYINO -HYSMIAN 1Ph DATE SIGNED( y, I yLCNn hOrh ««qur¢erg tledth and CMdy,g 10 cause a tleaml - ., TO IM e••1 a my EneM•dgw, deem oecurre0 al m• time, dale, and place, arM due le the e•ua•pl end manner a• slated......... ^ I1C. 11 L ~• . 4 NAME AND ADDRESS OF PERSON WM OM/P~LETED C~y$E D H 'MEDICAL FJfAMINER/CORONER (Ilert1171 Typa or PryRO ^ ~ ' ~T ~/1 C On tM Eta a of naminatlon and/or Inrestlgation ~' L In m o inion deaU // v ~ , y p , occurred at the time, dale. and place: arM due to the eaux(s) and ll J manner as ataL•d ....................................... f / / 1,.. .......... o ~ ~ a ~ 1 P/ ~ - ~ 11. - . n 1 Vl~ , REGISTRAR'S SK3NATURE AND NUMBER ~ ~• ~ , O DATE FILED(MOn .Day. Year 11 . 1a. a a,00~ LAST WILL TESTAMENT OF Z!- oZ-595 JOHN L. HEELER, of Carlisle, Cumberland County, Pennsylvania, 17013, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently maybe done. SECOND. I direct that my remains be interred within my family's burial plot located in Cumberland Valley Memorial Gardens, in accord with my expressed wishes. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. FOURTH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death unto my sons, Donald L. Heller and John H. Heller, in equal shares, per stirpes. FIFTH. I give, devise and bequeath any and all real estate owned by me at the time of my death, unto my sons, Donald L. Heller and John H. Heller, in equal shares, per stirpes. SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto my sons, Donald L. Heller and John H. Heller, in equal shares, per stirpes. SEVENTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. EIGHTH. I hereby nominate, constitute and appoint my attorney, William A. Duncan as Executor of this my Last Will and Testament. In the event of renunciation, death, resignation or inability to act for any reason whatsoever of William A. Duncan, I nominate, constitute and appoint Susan J. Hartman, as Executrix of this my Last Will and Testament. I hereby relieve my Executor from the necessity of posting security in connection with his duties, as such, in any jurisdiction in which he may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executor, in his absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. NINTH. I have made, or may from time to time make, a written memorandum expressing my desire to give certain items of personal property to specific persons. I urge my Executor and beneficiaries to respect these wishes. Such a memorandum, if made, shall be stored in conjunction with this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages this 14th day of June, 2000. ,~ ~ r `J`OHN L. HEELER Signed, sealed published and declared by the above named Testator John L. Heller as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~' .~-' "' ~;, ~` ,~ ~} ~~, l- i COMMONWEALTH OF PENNSYL VANIA COUNTY OF CUMBERLAND SS. I, John L. Heller, Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. 'JOHN L. HEELER Sworn or affirmed to and acknowledged before me, by John L. Heller, this 14th day of June, 2000. ~a /J N Public ~ - ~~ i r, r~~ ^~_ .. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND :SS. ~y ~ We,t ~ r"1Ci ~G~ C_ ~ ~ t ~ t` J~. and -~~ U ~'1-'~ F~ - t~ -E~ l ~ E'f ~- the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw John L. Heller sign and execute the instrument as his Last Will; that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ,~ ~~ '' / ~~ i'~ i Sworn or affirmed to and -subscribed bef~or~e bye d y` ~rt.1 :.f °~~~ and this 14th day of June, 2000.., r:'' ,~, f/.' .-~ / Public 1 ,1~ ,,'.-' .__.__ __ _._~ .w... ~.,, ct ~ ;:: a' Cynt~~a ~ ,U~r to y c r,i-. South idGlAt„ti ?4~p., Ut.~rtber!U_nd ~our~+r 1 h^~~ C ~ C,mr,~iss~on Expin'>Auq. 1,:~ ~~~' _-~ CERTIFICATION OF NOTICE UNDER RULE 5.6(A) NAME OF DECEDENT: DATE OF DEATH: JOHN L. HEELER WILL NO. 2002-00595 TO THE REGISTER: ADMIN. NO. I certify that notice of beneficial interest required by Rule 5.5(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on July 1, 2002 NAME ADDRESS Donald Heller 7331 Crill Ave., Lot 10, Palatka, F1., 32177 John Heller P.O. Box 938 Hollister FL. 32147 Notice has now been given to all persons entitled thereto under Rule 5. 6 (a ) except NONE DATE • ' / ' ~ ~~~ ~~ nature Name William A. Duncan, Esquire Address 1 Irvine Row Carlisle, PA 17013 Telephone 717-249-7780 Capacity: x Personal Representative JUNE 20. 2002 x Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: DUNCAN WILLIAM A 1 IRVINE ROW CARLISLE, PA 17013 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssrv: 215-03-2433 FILE NUMBER: 2102-0595 DECEDENT NAME: HEELER JOHN L DATE OF PAYMENT: 1 0/01 /2002 POSTMARK DATE: 00/00/0000 couNTY: CUMBERLAND DATE OF DEATH: 06/20/2002 REV-1162 EX111-961 N0. CD 001672 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 52,840.26 TOTAL AMOUNT PAID: REMARKS: WILLIAM A DUNCAN ESQUIRE CHECK# 00000 SEAL INITIALS: SK RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS 52,840.26 REGISTER OF WILLS REV-1500 EX. + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 260601 'HARRISBURG, PA 17128-0601 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT .... z w c w u w c w ,.., ~~~ 0"0 woo Z"'.... 0.... !Ii: DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INfTlAl) HELLER JOHN L. DATE OF DEATH (MM-DD.Year) DATE OF BIRTH (MM-OO-Yell") OFFIC!AI. USE ONLY 0/ 06/20/2002 09/19/1912 (IF APPliCABLE) SURVIVING SPOUSE'S NAME (lAST. FIRST, AND MIDDLE INITIAL) 00 1. Original Return o 4. limited Estate [Xl 6. Decedent Died Testate (Attach copy ofv.IJ) o 9. litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (d:te of deaIh after 12-12-82) D 7. Decedent Maintained a Living Trust (AItach c~ of Trust) o 10. Spousal Poverty Credit (dale ofdellth between 12-31-11 n11-1-95) /7-7:1- FILE NUMBER 21 -0 2 0595 COONivCi5iiE -VEAR- - - iiiiiR- - SO~LSECURITYNUMBER 215-03-2433 THIS RETURN MUST BE FilED IN DUPLICATE WITH THE REGISTER OF WILLS SOOAL SECURITY NUMBER o 3. Remainder Return {date ofdeall1 priorlo 12.13-82) D 5_ Federal Estate Tax Return Required .2..- 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A} (AIIachSchO) z o .... S :;) .... ii: c:( u w a: ,.., z ~ z o .. .. w '" '" o o NAME WILLIAM A. DUNCAN FIRM NAME (_Apple"'.) DUNCAN & HARTMAN TELEPHONE NUMBER 717-249-7780 CARLISLE (1) (2) (3) (4) (5) 1. Real Estate (Schedule A) 2 Stocks and Bends (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total GI'OS$ Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines g & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. NelValue Subject 10 Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o j:: ~ ::> 0. :; o u ~ .... 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec 9116 (a)(1.2) X _(15) 63,116.99 X .045 (16) X .12 (17) X .15 (18) (19) 16. Amount of Line 14 taxable allineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 0 (8) PA 17013 OFFICIAL USE ONLY 74,319,15 74,319,15 11 ,202,16 (11) (12) (13) 11,202.16 63,116.99 (14) 63,116.99 2,840.26 2,840.26 Decedent's Complete Address: STREET ADDRESS 1 IRVINE ROW OTY I STATE I ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 2,840.26 TolalCredits(A+B+C) (2) 3. Interest/Penalty if applicable D.lnterest E. Penalty TotallnteresUPenalty (D + E ) (3) 4. If line 2 is !TOllterthan line 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 10 request a refund (4) 5. If line 1 + line 3 is !Teater than line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enler the tolal of line 5 + 5A. This is the BAlANCE DUE. (5B) Make Check to: REGISTER OF WILLS, AGENT 2,840.26 2,840.26 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedenl make a transfer and: Yes No a. retain the use or income of the property transferred;........ ...... ...... ..... ............... ......... ...... .................. D IZI b. retain the right to designate v.I1o shall use the property transferred or its income;...................................... D IZI c. retain a reversionary inlerest;.or.................................................................................................. D IZI d. receive the promise for life of either payments, benefits or ta'e?........................ ........................... D IZI 2. If death occurred after December 12, 1982, did decedent transfer properly within one yeat of death without receiving adequate consideraliDn?...... ........... .... '" .......................... ......... ........ ..... .... .............. D IZI 3. Did decedenl own an 'in trust for" or payable upon death bank accounl or security at his or her death.?.............. D IZI 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate properly v.I1ich contains a beneficiary designalion2........ ...... ............ ... ................. ........ ............... ........... ........ .......... D IZI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penaliesof ~ry, I dec&e that t haw examined this 1Bl1m, incUdin~ 8CCOmpslying schedUb$ Sid statements, tWld to the bes1 of my knowBdge and belef, it is true, correct 5ld cornpbkl;. OecBationof thlll t . is based 00 almforrnalion of'lWlich preplIllf" has my kriowBdge. SIGNATURE OF R N RE S E F ~ G RETURN DATE ADDRESS 1 IRVINE OW CARLISLE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE PA 17013 DATE ADDRESS For da\es of death on or after Juty 1, 1994 and betore January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. !9116 (a) (1.1) (ijJ. For da\es of death on or after January 1, 1995, the tax rale imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) Oij]. The statute does not exemol a transfer to a surviving spouse !rom tax, and the statu10ry requirements for disclosure of assets and filing a tax return we still applicable even if the SUlViving spouse is the only beneficiary. For dates of death on or after July I, 2000: The tax rate imposed on the nel value of transfers !rom a deceased child twenty-one YellS of age or younger at _ to or for the use of a natural p...nt, an adoptiive perent, or a sfeppwent of the child is 0% [72 P.S. ~9116(a)(1.2)1. The tax rate imposed on the nelvalue of transfers to or for the use of the decedenfs lineal beneficiaries is4.5%, except as noled in 72 P.S. !9116(1.2) [72 P.S. ~9116(a)(I)]. The tax: rate imoosed on the net value oflransfers to or for the use of the decedenfs siblinos is 12% 172 P.S. 69116(a\(1.3l1. A siblino is defined. under Section 9102_ as an ~1508EX"'11.g7} SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF HELLER JOHN L FILE NUMBER 21 02 0595 Inctude the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly.owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT OATE NUMBER DESCRIPTION OF DEATH 1. M & T Checking Acct # 417599 17,536.56 2. M & T Certificate of Deposit # 31003908350900 20,830.37 3. M & T Certificate of Deposit # 31003911152640 12,316.03 4. M & T Certificate of Deposit # 31003910895332 21,349.44 5. Refund Blue Cross Blue Shield Insurance 337.35 6. Interest from Certificate of Deposit # 31003911152640 339.40 7. 1990 Pontiac 4 DR. Sedan (see attached) 1,610.00 TOTAL (Also enter on line 5, Recapitulation) $ 74319.15 REV-1511EX+{1-97) . COMMONWEALTH OF PENNSYLVANIA INHERITANCe TAX RETURN RESIDENT DECEDENT ESTATE OF HELLER JOHN L Debts of decedent must be reported on Schedule I. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21 02 0595 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Ewing Brothers Funeral Home, Inc. 5,094.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) William A. Duncan, EsQuire 2,601.17 Social Security Number(s) , EIN Number of Personal Representative(s) Street Address 1 Irvine Row City Carlisle State PA Zip 17013 Year(s) Commission Paid' 2002 2. Attorney Fees Duncan & Harlman, P.C. 2.601.17 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Stale Zip Relationship of Claimant 10 Decedent 4. Probate Fees Register of Wills 185.00 5. Accountanfs Fees 6. Tax Return Prepare~s Fees 7. Cumberland Law Joumal Legal Ad 75.00 8. Carlisle Imaging 24.00 9. The Sentinel Legal Ad 77.63 10. West Shore EMS 544.19 TOTAL (Also enter on line 9, Recapitulation) $ 11202.16 II~____ _____ ,_ ___.._.. ,___..... _....,..,___. _L__..... _~a._ ____ _,-_, 1lfY.1513EX.(1-97) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ~ESIlENT OECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER UCIICR JOI-lN I '1 n, n<;Q<; 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 oulright spousal distributions) 1. DONALD HELLER SON 50% 7331 CRILL AVENUE, LOT 10 PALATKA, FL., 32177 2. JOHNNY HELLER SON 50% P.O. BOX 938 HOLLISTER, FL., 32147 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17. 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 SHEE $ (If morA ~ ~ ~ in~ ::riiitinn~1 ~hAAt!:; nf thF! ~;:::vnF! ~i"'F!' LAST WILL & TESTAMENT OF JOHN L. HELLER, of Carlisle, Cumberland County, Pennsylvania, 17013, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be interred within my family's burial plot located in Cumberland Valley Memorial Gardens, in accord with my expressed wishes. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. FOURTH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death unto my sons, Donald L. Heller and John H. Heller, in equal shares, per stirpes. FIFfH. I give, devise and bequeath any and all real estate owned by me at the time of my death, unto my sons, Donald L. Heller and John H. Heller, in equal shares, per stirpes. SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto my sons, Donald L. Heller and John H. Heller, in equal shares, per stirpes. SEVENTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. EIGHTH. I hereby nominate, constitute and appoint my attorney, William A. Duncan as Executor of this my Last Will and Testament. In the event of renunciation, death, resignation or inability to act for any reason whatsoever of William A. Duncl\ll, I nominate, constitute and appoint Susan 1. Hartman, as Executrix ofthis my Last Will and Testament. I hereby relieve my Executor from the necessity of posting security in connection with his duties, as such, in any jurisdiction in which he may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executor, in his absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. NINTH. I have made, or may from time to time make, a written memorandum expressing my desire to give certain items of personal property to specific persons. I urge my Executor and beneficiaries to respect these wishes. Such a memorandum, if made, shall be stored in conjunction with this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages this 14th day of June, 2000. ~ f/ ~b/J HN L. HELLER Signed, sealed published and declared by the above named Testator John L. Heller as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. f,f)Ch1tEN/;I!/IJb/ /] (}/.~ (~-(.i-uv '- / ' . ./ ;' 1/ COMMONWEALTH OF PENNSYLVANIA Ss. COUNTY OF CUMBERLAND I, John L. Heller, Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the pUlposes therein expressed. f~,,/ Yh:!dt;/r/ {JOHN L. HELLER Sworn or affirmed to and acknowledged before me, by JohnL. Heller, this 14th day of June, 2000. 1~ c n;;::~?:;':!j;~"Y h;b:ic i 's\~tlt~;Xd'_'I'~l-'''' ,'1.p, -",ml]},)n;';:d :>::\1;.1",1 L_~~.<~'.~:?~.":'~,~'s;:J' :::'~~ir""3 ,r._'.,J '! "', ';\l':C"- i COMMONWEALTH OF PENNSYLVANIA :ss. COUNTY OF CUMBERLAND We1;O (\ Q lel L. iJ e d .e IZ... and::Je h N 'j-\ _ \..1 -e tI..e1L the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw John L. Heller sign and execute the instrument as his Last Will; that he signed willingly and that he executed as his free and voluntary act for the pUtposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (IS) or more years of age, of sound mind and under no constraint or undue influence. ~&nd/ ;(X!eJV:A / 75 Sworn or affirmed to and __~ubscribed b.efo~e. 91; b~ jJ;yw.lc/ [ ~t. and 0' ON tJ A07< -eC~ this 14th day Of)u.ne, J .0; . 2..} /: _" / <I'.:? .' I <-~, . /" J('?, o Public - '. --~- . Notarial Seal 1 South ~~~7Ia L. Darr, ~1!Jtary Dublie " My Comm~to.n Twp" ,vumberJand Caunty . ISSJon Expires Aug.J 4, 2000' --- J-~'I;Ill~) UIUlV UVVA. u""'''''' ~UJ. y u..u......~ ~ -0- - -- - . - ....... ...k The Trusted Relource .bb."". N_ Car Pridng Build a Car InCt!lltivM, , My C...'s Value IIHd ClIr Retail Free Priet! Quote Buy a Used e... Sell Your e... Motorc:ydes Finanting Insuranc:a Lemon Oletk Warranties Accessories e.. Rl!lwews e... Previews Decision Guilles Advite About kbb Home Need to escape your lease? ., Click on the image above to visit this advertiser Blue Book Private Party Report Pennsylvania' June 25, 2002 1990 Pontiac Sunbird LE Sedan 40 Engine: 4-Cyl. 2.0 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 81,744 Buy a New Car Buy _a Used CgI List.Your Car For Sale Online Free Lemon Check Financing Quote Insurance QUQte Warranty Quote Payment Calculator Equipment Air Conditioning Power Steering AM/FM Stereo Sliding Sun Roof Consumer Rated Condition: Excellent "Excellent" condition means that the vehicle looks great, is in excellent mechanical condition and needs no reconditioning. It should pass a smog inspection. The engine compartment should be clean, with no fluid leaks. The paint is glossy and the body and interior are free of any wear or visible defects. There is no rust. The tires are the proper size and match and are new or nearly new. A clean title history is assumed. This is an exceptional vehicle. Private Party Value $1,610 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. It may also represent the value you might expect to receive when selling your http://w.../kw.kc.ur?kbb;424879&;p&723;Pontiac; 1990%20Sunbird& 13;PO;N 6/25/02 .J.'"........l'W} .LHU'W .LJVVA. U;:)'l;;fU \....<a.t Va..u.",.:3 ~ . -- ---. - -.. - - r- - -- - - r -.- -, - , ,8WI_ WALUI , fEEDBACK Get a Used Car Trade-In Value Get JI]l[oice-.&.~SRP on New CaU Copyright @ 2002 by Kelley Blue Book Co., All Rights Reserved. May-Jun 2002 Edition. The information in this report was printed from the Kelley Blue Book Web site (www.kbb.com) and is intended for the personal use of the customer only and may not be sold or transmitted to another party. We assume no responsibility for errors or omissions.(v.02051) Need to escape your lease? '.................... .. http://w.../kw.kc.ur?kbb;424879&;p&723;Pontiac; 1990%20Sunbird& 13;PO;N 6/25/02 ~- ~a " ~ COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (01-02) DATE 11-19-2002 ESTATE OF HEELER JOHN L DATE OF DEATH 06-20-2002 FILE NUMBER 21 02-0595 COUNTY CUMBERLAND WILLIAM A DUNCAN ACN 101 DUNCAN & HARTMAN Anount Remitted 1 IRVINE ROW CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS 1 ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HEELER JOHN L FILE NO. 21 02-0595 ACN 101 DATE 11-19-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fora with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule El (5) 7 4,3 19.15 tax payment. 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) .00 8. Total Assets (g) 74, 319.15 APPROVED DEDUCTIONS AND EXEMPTIONS: 11,202.16 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) 11.202.16 12. Net Value of Tax Return (12) 63,116 .99 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) [13) .00 14. Net Value of Estate Subject to Tax (14) 63,116 .99 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) • 00 X 00 = . 00 16. Anount of Line 14 taxable at Lineal/Class A rate (16) 63,116.99 X 045. 2,840.26 17. Amount of Line 14 at Sibling rate (17) •0 0 X 12 .00 18. Anount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 .00 19. Principal Tax Due •rwv nnrnTT~. (],9). 2,840.26 . DATE NUMBER + INTEREST/PEN PAID (-) AMOUNT PAID 10-01-2002 CD001672 .00 2,840.26 TOTAL TAX CREDIT 2,840.26 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU MAY BE DUE e occ~(un CFF RFVFRCF STOF OF THTS FARM FOR TNSTRI1CTTnNS_l STATUS REPORT UNDER RULE 6.12 Name of Decedent: John L. Heller Date of Death: June 20, 2002 Will No.: 2002-0595 .,,~ Admin. No.: uq i ii('/ 26 / ~ :'19 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion o~e admirdstration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes IX] No [--] 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: Did the personal representative file a final account with the Court? Yes_ No [] b. The separate Orphans' Com~ No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes [] No [-'] Date: Co 5/25/04 Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the. Orphans' Court and may be attached to this r~o~. ,4 /) Signature William A. Duncan SalIle 11rvine Row Carlisle, PA 17013 Address (717)249-7780 Telephone No. Capacity: .[~,Personal Representative ],,Counsel for personal representative