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HomeMy WebLinkAbout02-0363PETITION FOR PROBATE and GRANT OF LETTERS Estate of FRANK W. HEFELFINGER also known as Deceased. Social Security No. 189-09-4056 No. To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner is 18 years of age or older and the Executrix named in the last will of the above decedent, dated September 5, 2001 and codicil(s) dated [none]. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 1229 Hillside Drive, Carlisle Borough, Pennsylvania. Decedent, then 88 years of age, died December 11, 2001, at Carlisle Regional Medical Center, Carlisle Borough, Pennsylvania. Except as follows, 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 incompetent: [none] Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ $ $ $ 12,000.00 WHEREFORE, petitioner respectfully requests the probate of the last will presented herewith and the grant of letters testamentary thereon. 1229 Hillside Drive Carlisle, PA 17013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this 9 th . day of _~ April ~ ,2002. ~ry/. Le-w-i~- '' Register /'].,fid-lq 'Sa-rah M. Hefel~nger/ / NO. 21-2002-363 Estate Of Frank W. Hefelfinger Deceased DECREE OF PROBATE AND GRANT OF LETTERS April 10, AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated September 5, described therein be admitted to probate and filed of record as the last will of 'Prank W. Hefelfinger ; and Letters Testamentary are hereby granted to Sarah M. Hefelfinqer ~ p n O ? in consideration of the petition on 2001 FEES Probate, Letters, Etc .......... $. ~0 · 00 Short Certificates(4) .......... $. 12.00 Renunciation ................ $. x-Pages (3) $ 9.00 JCP 5.00 TOTAL __ $. Filed ..... .Ap.r..i.1...1..0.,.2. Q.Q .2.. ~;.7..6...00.. Regisz~r~f~ilB Mary C. Lewis~ SteDhen L. Bloom,Esc;uire 49811 A/-FORNEY (Sup. Ct. I.D. No.) 2100 Longs Gap Road ADDRESS Carlisle, PA 17013 PHONE ( 717( 243-2224 CALL ATTORNEY WH<N-LETTERS ARE FINISHED 21-2002-363 LAST WILL AND TESTAMENT I, FRANK W. HEFELFINGER, of Carlisle Borough, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My personal representative shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. If my spouse shall survive me by thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal property, unto my spouse, SARAH M. HEFELFINGER, absolutely. 3. In the event my said spouse shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath the following sums to the following beneficiaries: a. Three Thousand Dollars ($3,000.00) unto each of my GRANDCHILDREN living at the time of my death; b. Three Thousand Dollars ($3,000.00) unto each of my GREAT- GRANDCHILDREN living at the time of my death; c. Five Thousand Dollars ($5,000.00) unto the FIRST LUTHERAN CHURCH of Carlisle, Pennsylvania; Page 1 of 4 Pages d. One Thousand Dollars ($1,000.00) unto the YWCA of Carlisle, Pennsylvania; and e. One Thousand Dollars ($1,000.00) unto the TLB FOUNDATION of Carlisle, Pennsylvania. 4. In the event my said spouse shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal property, in equal shares, unto my children, BARBARA L. SACKMAN, FRANCES M. RUSSELL, and JAMES F. HEFELFINGER, with substitution of issue, per stirpes. 5. I nominate, constitute and appoint my said spouse, SARAH M. HEFELFINGER, as Executrix of my estate. In the event she shall be unable or unwilling to so serve, then I nominate, constitute and appoint my said children, BARBARA L. SACKMAN, FRANCES M. RUSSELL, and JAMES F. HEFELFINGER, or the survivors of them, as Co-Executors of my estate. I further appoint my said children as Co-Trustees for any beneficiaries who have not attained the age of legal majority. 6. I direct that my personal representatives shall not be required to file a bond to secure the faithful performance of their duties in any jurisdiction. 7. I authorize and empower my personal representatives, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and Page 2 of 4 Pages to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my personal representatives consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my personal representatives shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. 2001. IN WITNESS WHEREOF I have hereunto set my hand and seal this 5th day of September, SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. Page 3 of 4 Pages COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS. I, FRANK W. HEFELFINGER, 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 expressg&~ ~ ! Sworn or affirmed to and acknowledged before me by FRANK W. HEFELFINGER, the Testator, this 5th day of September, 2001.~ Nofary Publiq' mmm ,~ I / korl A. Sullivan, Notary Public Carlisle Bo.m, Cumbedahd Coun COMMONWEALTH OF PENNSYLVANIA ) / My Commla~on Expires F~:}. 16, COUNTY OF CUMBERLAND ) We, ~3~-/~, ~ ~Jt>6~ and ~r~i ~-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 FRANK W. HEFELF1NGER, the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator executed it 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 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed before me this 5th day.of September, 2001. Iici ~ - Noarla~ Sea~ I I Lod A. Sullivan, Notary Public [ [ -- Ca_rlisle Bom, _Cumberland County C:\$LB~stat¢ Planning\10266.]h-wiU.doc I My L;ommission Expires Feb. 16, 2004 Member, Pennsy~nia Associe,qon otNota~s Page 4 of 4 Pages CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: FRANK W. HEFELFINGER Date of Death: December 11, 2001 File No. 21-02-0363 To the Register: I certify that Notice of Beneficial Interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above estate on April 19, 2002: Name Address Sarah M. Hefelfinger 1229 Hillside Drive, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: April 23, 2002 Stephen L. Bloom, Esquire 2100 Longs Gap Road Carlisle, PA 17013 (717) 249-7717 Capacity: Counsel for Personal Representative C:~LAS~Estates\ 10266-2cert.not ~REREV-~1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 1'/128-0601 II REV-1500 NHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21-02-0363 COUNTYCODE YEAR NUMBER SOCIAL SECURITY NUMBER D E 189-09-4056 C DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE E D 12/11/2001 12/29/1912 REGISTER OF WILLS E (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) CAPB HpRL EpIO CRAC KOTK ES cg SOCIAL SECURITY NUMBER I DECEDENT'SNAME(LAST, FIRST, ANiMIDDLEINITIAL) Hefelfin~er Frank W. Hefelfin~er, Sarah M.  U (date of death 1. Original Return 2. Supplemental Return 3. Remainder Return prior to 1Z-13-82) 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-8Z) 5. Federal Estate Tax Return Required 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach copy of Trust) I I 9. Litigation Proceeds Received U 10. Spousal Poverty Credit I I 11. Election to tax under Sec. 9113(A) (date of death between 12-31-91 and 1-1-95) (Attach Sch O) NAME COMPLETE MAILING ADDRESS Stephen L. Bloom, Esquire FI R M NAM E (I f Applicable) Stephen 1,. Bloom, F, squire TELEPHONE NUMBER 717/249-7717 Real Estate (Schedule A) (1) Stocks and Bonds (Schedule B) (2) Closely Held Corporation, Partnership or (3) Sole-Proprietorship Mortgages & Notes Receivable (Schedule D) (4) Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) Jointly Owned Property (Schedule F) (6) ~ Separate Billing Requested Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) Total Gross Assets (total Lines 1-7) Funeral Expenses & Administrative Costs (Schedule H) (9) Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) Total Deductions (total Lines 9 & 10) Net Value of Estate (Line 8 minus Line 11 ) 2100 Longs Gap Road Carlisle, PA 17013 None OFFICIAL USE ONLY 13,840 2. 3. 4. R 5. E C A 6. P I T U 7. L A T 8. I O 9. N 10. 11. 13. 14. C O M None None None None None None T I O N Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due X .0 0 x .o 45 X .12 X .15 13,840.73 (8) 13,840.73 (11) 0.00 (12) 13,840.73 (13) (14) 13,840.73 (15) 0.00 (16) 0.00 (17) 0.00 (18) 0.00 (19) 0.00 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 1229 Hillside Drive CITY STATE 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) 0.00 Total Credits ( A + B + C ) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING GUESTIONS 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; ......................... b. retain the right to designate who shall use the property transferred or its income; ........... c. retain a reversionary interest; or .................................... d. receive the promise for life of either payments, benefits or care? ................... If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ L__] Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............................................. L_] Did decedent own an Individual Retirement Account, annuity, or other non-probate property a beneficiary designation? ................................ [] which contains 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 penalties of perjury, I declare that I have examined this return, including accompanying 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. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Sarah M. Hefelfinger, Executrix DATE .~~/ -- , 1229 Hillside Drive - , -- ........................... SIG~ATUREOF~PARE'R~HE~TH~PRESENTATIVE Stephen ~. Bloom, Esquire DATE  2100 Lon s Gap Road . , ............ ~ ....................................... Carlisle, PA 17013 ~'~/~o~' For dates of death on or after July 1, 1994 and before Janua~ 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) (i)]. For dates of death on or after Janua~ 1, 1995, the tax rate imposed on the met value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statuto~ requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficial. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twen~-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 0% [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 4.5%, 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 or for the use of the decedent's siblings is 12% [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. Copyright (c) ZOO0 form software only The Lackner Group, Inc. Form R~V-I~00 ~X (Rev. 6-00) REV-1503 EX + {1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Frank W. I~efelfin~er SS~/ 189-09-4056 12/11/2001 21-02-0363 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 30 shares AT&T Corporation - Common Stock 16.805 504.15 2 9 shares AT&T Wireless Services Inc. Common Stock 13.525 121.73 3 280 shares Carlisle Companies Inc Common Stock 34.69 9,713.20 4 118 shares Prudential Financial Inc. Common Stock 29.675 3,501.65 TOTAL (Also enter on line 2, Recapitulation) 13,840.73 (if more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Frank W. Hefelfin~er SSf/ SCHEDULE J BENEFICIARIES 189-09-4056 12/11/2001 FILENUMBER 21-02-0363 NUMBER II. NAME AND ADDRESS Of PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116~1.Z)] Sarah M. Hefelfinger 1229 Hillside Drive Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Spouse AMOUNT OR SHARE OF ESTATE 100~ Estate Residue ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (if more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only T he Lackner Group, Inc. Form REV- 1513 EX (Rev. 9-00) LAST WILL AND TESTAMENT I, FRANK W. HEFELFINGER, of Carlisle Borough, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My personal representative shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. If my spouse shall survive me by thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal property, unto my spouse, SARAH M. HEFELFINGER, absolutely. 3. In the event my said spouse shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath the following sums to the following beneficiaries: a. Three Thousand Dollars ($3,000.00) unto each of my GRANDCHILDREN living at the time of my death; b. Three Thousand Dollars ($3,000.00) unto each of my GREAT- GRANDCHILDREN living at the time of my death; c. Five Thousand Dollars ($5,000.00) unto the FIRST LUTHERAN CHURCH of Carlisle, Pennsylvania; Page 1 of 4 Pages d. One Thousand Dollars ($1,000.00) unto the YWCA of Carlisle, Pennsylvania; and e. One Thousand Dollars ($1,000.00) unto the TLB FOUNDATION of Carlisle, Pennsylvania. 4. In the event my said spouse shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal property, in equal shares, unto my children, BARBARA L. SACKMAN, FRANCES M. RUSSELL, and JAMES F. HEFELFINGER, with substitution of issue, per stirpes. 5. I nominate, constitute and appoint my said spouse, SARAH M. HEFELFINGER, as Executrix of my estate. In the event she shall be unable or unwilling to so serve, then I nominate, constitute and appoint my said children, BARBARA L. SACKMAN, FRANCES M. RUSSELL, and JAMES F. HEFELFINGER, or the survivors of them, as Co-Executors of my estate. I further appoint my said children as Co-Trustees for any beneficiaries who have not attained the age of legal majority. 6. I direct that my personal representatives shall not be required to file a bond to secure the faithful performance of their duties in any jurisdiction. 7. I authorize and empower my personal representatives, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and Page 2 of 4 Pages to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my personal representatives consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my personal representatives shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. 2001. IN WITNESS WHEREOF I have hereunto set my hand and seal this 5th day of September, SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. Page 3 of 4 Pages COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS. I, FRANK W. HEFELFINGER, 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 ex~~ Sworn or affirmed to and acknowledged before me by FRANK W. HEFELFINGER, the Testator, this 5th day of September, 2001. [ kort A. Sullivan, Notan/Public / Carlisle Boro, Cumberbmd County COMMONWEALTH OF PENNSYLVANIA ) ! My Commission ~q~tms Feb. 16, 2004 COUNTY OF CUMBERLAND ) 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 FRANK W. HEFELFINGER, the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator executed it 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 18 or more years of age, of sound mind and under no constraint or undue influence. th Sworn or affirmed to and subscribed befo~ me this 5 dayjof September, 2001. Notary Public ' - Notarial Seal r Lorl A. Sullivan, Nolary Public Carlisle Bom, Cumberland Counb/ C:\SLB\Estatc Planning\10266. I h-will.doc My Commission Expires Feb. 16, 2004 Member, Penr~yfv~nle Association Ot Nolalfe$ Page 4 of 4 Pages J Historical Prices Page 1 of 1 [FINANCE Search - Finance Home - Yahoo! - Help Historical Prices - T (AT&T Corp) As of 11-Dec-01 More Info: Quote I Chart I News I Profile I Research I SEC ] Msgs I Insider Month Day Year (~ Daily Start: ~ ~ I?~ .ii O Weekly C' Monthly End: ~ ~ [~_.l.~..~i C' Dividends Ticker Symbol: I~ i~ Adj. Date Open High Low Close Volume Close* l 1-Dec-01 16.79 17.05 16.56 16.65 9,278,000 16.57 Download Spreadsheet Format * adjusted for dividends and splits, p!ea.se see FAQ. Questions or Comments? Copyright © 2002 Yahoo! Inc. All rights reserved. _P_rJy_o__cy_p__oJj_c_y - _'1'~ _r~__s___o_f__~__e_~[~ Historical chart data and daily updates provided by Commodity Systems, !nc, (CS!), Data and information is provided for informational purposes only, and is not intended for trading purposes. Neither Yahoo nor any of its data or content providers (such as CSl) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. :./ .... .?a=12&b=l l&c=01 &d=12&e=l l&f=01 &g=d&s=T 4/3/02 Historical Prices Page 1 of 1 ' !FINANCEJ Search - Finance Home - Yahoo! - Help Historical Prices - AWE (AT&T Wireless Services Inc) As of 11-Dec-01 Mom Info: Quote I Chart I News I Profile I Research I SEC I Msgs Insider I Month Day Year [ ~ Daily C' Dividends Ticker Symbol: [i~e 11-Dec-011 13.601 13.70113.351 13.35113,681,200 IAdj. Close* 13.35 Download Spreadsh.eet Format * adjusted for dividends and splits, please see FAQ. Questigns or Corpments? }pydght © 2002 Yahool Inc. All rights resewed. Pdvacy Policy - Terms of Service ~torlcal chart data and daily updates provided by C_ommodity_$yslem~, !n_c~ J for informational purposes only, and is not intended for trading purposes. Neither Yahoo nor any of its data or ~s CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. a= 12&b= 11 &c=01 &d= 12&e= 11 &f=-01 &g=d&s=AWE 4/3/02 Historical Prices Page 1 of 1 !FINANCE Search - Finance Home - Yahoo! - HeAp Historical Prices - CSL (Carlisle Companies Inc) As of 1 l-Dec-01 More Info: Quote I ChartI News I Profile I Research I SEC I Msgs Profile Month Day Year Start: ~ ~ !0! End: 01 ! (~ Daily (' Weekly C' Monthly C' Dividends Ticker Symbol: lcs[ .... : ~ Date 11-Dec-01 34.48135.]3134.251 34.381 IAdj- I V°lume I Close*I 33,3001 34.011 Download Spreadsheet Format * adjusted for dividends and splits, please see FAQ. 55-; Questions or Comments? :~pyright © 2002 Yahoo! Inc. All rights reserved.Privacy Policy - Terms of Service stodcal chart data and daily updates provided by Commod!ty..~y~[~,.!oc, .(~.$_1.)~ for informational purposes only, and is not intended for trading purposes. Neither Yahoo nor any of its data or ~s CSl) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. :-; ' ... 'd?a=12&b=l l&c=01&d=12&e=l l&f--01&g=d&s=CSL 5/22/02 Historical Prices Page 1 of 1 r& .OO!FINANCE S~a!'q;h - Finance Home - Yahoo! - Help Historical Prices - PRU (Prudential Financial Inc) As of 17-Dec-01 More Info: Qu.ote 1Ch.a.~ I N_e.w~ I Profile I Research I M~gs I Profile Month Day Year Start: 17 j O1 End: ~~ ~ Daily Weekly Monthly Dividends Ticker Symbol: Open High Low Close Volume Adj. 29.95 29.95 29.40 29.45 5,110,900 29.45 Download Spreadsheet Format * adjusted for dividends and splits, please see FAQ. Cl~e~tio!!.~_or .Copyright © 2002 Yahoo! Inc. All rights reserved, privoc¥ Policy -Terms of Service qistorical chart data and daily updates provided by Commodity Systems, !oc~ ed for informational purposes only, and is not intended for trading purposes. Neither Yahoo nor any of its data or ~ as CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. l?a= 12&b= 17&c=01 &d= 12&e= 17&f=01 &g=d&s=pm 4/4/02 Register of Wills of Estate of Frank W. Hefelfi_fi~er also known as CUMBERLAND iNVENTORY County, Pennsylvania , Deceased No. 21-02-0363 Date of Death ~12/11/200. 1 Social Security No. 189-09-4056 all of the Sarah M. ~ Personal R--e'presentative(s) of the above Estate, deceased, verify that the items appearing in the following ~nventory include personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative Nameof Stephen L. Bloom, Esquire Signature: Attorney: _ ~Sa'rah M. Hefel~iryger Signature: I.O. No.: 49811 Address: 2100 Longs Gap Road Address: 1229 Hillside Drive Carlisle, PA 17013 Carlisle, PA 17013 Telephone: _717/249- 7717 Telephone: 717/243 - 2224 Dated: .~;;~ ~.,"~-- Description Value (See continuation page(s) attached) Total: 13,840.73 (Attach additional sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Form #RW-7 099 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc, Estate of: Date of Death: County: INVENTORY Frank W. Hefelfinger 12/11/2001 Cumberland STOCKS/LISTED: 30 shares AT&T Corporation - Common Stock 9 shares AT&T Wireless Services Inc. Common Stock 280 shares Carlisle Companies Inc - Common Stock 118 shares Prudential Financial Inc. Common Stock 504.15 121.73 9,713.20 3,501.65 TOTAL RECEIPTS OF PRINCIPAL ............... 13,840.73 13,840.73 BUREAU OF [NDTVTDUAL TAXES INHERITANCE TAX DIVTSTON DEPT. 280601 HARRISBURG, PA 17126-0601 STEPHEN L BLOOH ESQ ZIO0 LONGS GAP RD CONHONIqEALTH OF PENNSYLVANZA DEPARTNENT OF REVENUE NOT/CE OF INHERTTANCE TAX APPRATSEHENT, ALLO#ANCE OR DTSALLO#ANCE OF DEDUCT/ONS AND ASSESSNENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN REV-1547 EX AFP ¢D1-02) 07-08-2002 HEFELFINGER FRANK iq 12-11-2001 21 02-0363 d~i_ -~::~ ~ CUHBERLAND 101 Amoun~ Reei~ad I HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THzS LANE ~ RETAZN LOIqER PORTZON FOR YOUR RECORDS -~ REV-1547 EX AFP (01-OZ) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLOIqANCE OR DZSALLOIqANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF HEFELFINGER FRANK IqFTLE NO. 21 02-0363 ACN 101 DATE 07-08-2002 TAX RETURN NAS: (X) ACCEPTED AS FTLED ( ) CHANGED RESERVATZON CONCERNING FUTURE TNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: 1. Reel Es~a~a (Schedule A) 2. 3. 4. 5. 6. 7. 8. ORIGINAL RETURN (1) S~ocks and Bonds (Schedule B) (2) Closely Held S~ock/Per~nership Zn~eres~ (Schedule C) Nor~gages/No~as Receivable (Schedule D) (~) Cash/Bank Deposi~s/Hisc. Personal Proper~y (Schedule E) (5) Jointly O~ned Property (Schedule F) (6) Transfers (Schedule G) (7) To~el Asse~s APPROVED DEDUCTZONS AND EXENPTzONS: 9. Funeral Expenses/Ada. Cos~s/Nisc. Expenses (Schedule H) 10. Deb~:s/Hor~gege Liabilities/Liens (Schedule I) 11. To~el Deductions 12. Ne~ Value of Tax Ra~urn 1:5. 14. (9) (10) Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) Ne~ Value of Es~a~e Subjec~ ~o Tax .00 13/8~0.73 .00 .00 .00 .00 .00 (8) .00 .00 NOTE: To insure proper credi~ ~o your account, submi~ ~he upper portion of ~his form ~i~h your ~ax payeen~. NOTE: 13,8~0.75 (1.;) 13,8q0.73 x O0 = .00 (16) .00 x OqS= .00 (17) .00 x 12 = .00 (lB) .00 X 15 = .00 (19)= . O0 ANOUNT PATD TOTAL TAX CREDZT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE ASSESSNENT OF TAX: 16. Aeoun~ of Line 14 a~ Spousal ra~e 16. Amoun~ of Line 1~ ~exabXe e~ Lineal/Class A re~:e 17. Amoun~ of Line 14 e~ Sibling re~:e TS. Amoun~ of Line 14 ~axeble a~ Collateral/Class B ra~e 19. Principal Tax Due TAX CREDXTS: PAYNENT RECEIPT D/SCOUNT (+) DATE NUNBER TNTEREST/PEN PATD (-) ZF PATD AFTER DATE TNDTCATED, SEE REVERSE FOR CALCULATZON OF ADDTTTONAL TNTEREST. .00 .00 .00 .00 ( XF TOTAL DUE TS LESS THAN $1, NO PAYHENT TS REqUZRED. TF TOTAL DUE KS REFLECTED AS A "CREDZT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE S/DE OF THTS FORN FOR TNSTRUCTIONS.) Z~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. (11) . oo (la) 13,8~0.73 (13) . O0 (~) 13,8~0.73 REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) Name of Decedent: FRANK W. HEFELFINGER Date of Death: December 11, 2001 File No.: 21-02-0363 Social Security No.: 189-09-4056 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: State whether administration of the estate is complete: Yes x 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 x bo The separate Orphans' Court No. (if any)for the personal representative's account is: Co Did the personal representative state an account informally to the parties in interest? Yes No x [The Executor is the sole beneficiary and therefore no account was necessary.] Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: July 16, 2002 Signature: Name: Address: Step'hen L. Bloom, Esqu~-~re 2100 Longs Gap Road Carlisle, PA 17013 (717) 249-7717 Counsel for personal representative C 5LAS~ESTATES\ 10266-2.step