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�o�ox�� IN�RITANCE TAX RETURN ` 21 13 0 3 ta 5
� _ ''��p���s�� RESIDENT DECEDENT_ _
��rr�o��nr i�►�r�t�t, _ _ _ __
3od�3ee�rk�►KtJfqb�' [?ate of Death MMDOYYYY Dats f#B�th MtMtDD�YYY
03D7CD�3 11211918
DeCedent$Last Nen�e Suffbc Decedmrtt's Flrsf Name M'1
ROBERTS MARY E
.
���PP�cabl�)F.�b�S�mrpring apouss'a!n�'ocn�ttbe��r
Spou�aFS f.a�!Nsn� Suf{�c Spouae's Fkst Name M 1
Spowe'a 3od�Secxui�r Wumber
THi$RETURN NqJ8T BE FILED IN DUPt.iCATE WIT�{TH�
�' " REGtSTER OF WILLS
RILL M!APPROPRII�TE 80XES BELAW
�n 1.Ori�N Red�m � �.Suppiementaf Return � 3. Remainder Rehxn{Date of Lk�
Prlor to 12-13-8�)
❑: 4:Umi�ed Esta�e ❑ 4a Futuro inte�t Canpramlee(dete of ❑ 5. Federal E�ate Tax Rehun Req�+ed
d�h sfter'12-1Z-82)
�„� ��t�aosdsM Dbd Teataie � 7.Dscedent Maint�nad a Uvir�g Trwt ,0.,.. 8. Totai Numb�o�Safe Oepo�R 8aooes
iAt�h CoAY d WNf} (Attsch CoP�►d Tn�t.)
❑ S.Litipattvn Prooe�ti�Reoeived ❑ 1 p.Spa�sai Povsrty Cro�t(Dats of Death � 11.Eleatlort to Tex uitder Sec.9113(l�
Betw�een l2-S1-S1 sr�d 1-1-93� {Atti�ctt SchedWe p�
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COI�REaPO1�IDENT• TF��CTl�1 MlJaT�C�O�AR.ETED.ALL CORRESPOMDENCE MID fA1�10EN D��QII�OlqM aH01�:D l,IE � T�Os�'
Nams ��
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MARK �• H�LBRUNER, ESQ. 717-731-���Q -,_.,�"�- � °
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2109 MARI�ET ST��ET �`' '�' `�� `� �`
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City ar Pa�t Oflice� Stalra ZIP Code or�►t'E R:Eo
tAMP HILL :PA 1'�0�1
Con.+�o��s•�•aan�s: M•HJlLBRUNERaHHGLLP•COM __ _ _ __ _ _
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LEHMAN, X.
BETTY l• ��
92 N�RTH OLD ST�N�E H{�U�E RD. CAR�ISLE, PA 15
SK�IIURL�GF PI�'ARE�1�d!'tHER'��i REF'RESB►lTATNE DiATE
MARK 'E. H�L��t�tl���, ESQ. , :�. -
_ _ _ •
�+oo� _
2109 MARKE'� STREE�' CAnP HILL, PA 17D1�
.:....................
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Sid.1
zsa���1��s ��� 15a�6�11a5 ..J
` ��
� 1505611285
REV 1500 EX(FI)
Decedent's Social Security Number
213- �
Deceden s wame: A R Y E
R�CAPiTULATION
�. Reai Estate�scned�ie A� . . . . . . . . . . . . . . . . . . . . . . . . . . . . �. $0•0 0
2. Stocks and Bonds(Schedule B). . . . . . . . . . . . . . . . . . . . . . . . . 2. �0•0 0
3. Ciosely Held Corporation,Partne�ship or Sole-Proprietorship(Schedule C), , , , , 3 �O.O O
4. Mortgages and Notes Receivable(Schedule D) , , , , . . . . . , . . , , , 4. �O•O O
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E) , , , , , 5, $0•0 O
6. Jointly Owned Property(Schedule F) � Separate Billing Requested , , . , g, ��•Q�
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) � Separate Billing Requested . . . . �. �6 6,9 9 2•3 8
s. Total Gross Assets(totai Lines 1 through 7) , , , , , , , , �, , , , , , . , , . 8. �6 6,9 9 2•3 8
9. Funeral E�enses and Administrative Costs(Schedule H). . . . . . . . . . . . . 9. �12,5 0 3•6 5
10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule I) , , , , . . . . . �0 �8 3•�0
11. Total Deductions(total Lines 9 and 10), , , , , , , , , , , , , , , , , , , , , ��. $12,5 8 6•6 5
12. Net Value of Eatate(Line 8 minus Line 11) , , . . . , . . . . �2. �5 4,4 0 5•?3
13. Cha�itable and Gov�ernmentai Bequests/Sec 9113 Trusts for which
an slection to tax has not been made(Schedule J), , , , , , , , , , , , , , , , �3. �O•0 O
14. Net Value Subject to Tax(Line 12 minus Line 13) , , �4, $5 4�4 0 5•7 3
TAX CALCULATION•SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers un Sec.9116
` � (a)(1.2)X.0� �
��•00 15. i $�•�0
16. Amount of Line 14 xable
at��nea�ratex.o 4� $54,405•?3 �s. $2�44
8•26
17. Amount of line 14 ta�ble
at sibling rate X.12 $0•Q� 17. �0•��
18. Amount of Une 14 taxable
at c011ateral rate X.15 $�•Q Q 18. �0•0 0
19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �s. �2,448•26
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUN�OF AN OVERPAYMENT �
Side 2
� 1505b11285 1505611285
OM4848 3.000 �
REV 1500 EX(FI) Ps�e 3 File Number
Deceden#'t�Com lete Address: 21 13 0 3 6 5
�cEOavrs w4nA�
sn��r�ESs
A
.
CIIY STATE ZIP
—
Tax Payments and Credits:
�. Tax Due(Page 2,�ine�s) (�) �2,4 4 8•2 6
2. Credits/Payments
A•Pr�Payn,er,c� �4,4 0 0•0 0
e.Disoount ���2 •41
Total Credits(A+B) (2) �4�5 2 2• 41
3. Interest
(3) ��•�0
4. If Line 2 is greater than Line 1+Line 3,enter the difference.This is the OVERPAYMENT.
Fill in box on Page 2�Line 20 to request a rsfund. �a� �2,0?4 •15
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) ��•��
Make check payable to: REGISTER OF WILLS, AGENT.
.. . ., ,. . K.`d ., :
PLEASE ANSVYER 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 . . . . . . . . . . . . . . . . . . . . . . . � x
b. retain the right to designate who shall use the property transferred or its income . . . . . . . . . .
c. retain a reversionary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments,benefits or care? . . . . . . . . . . . . . . . . . .
2. If death occuRed afte�Dec. 12, 1982,did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Did decedent own an"in trust fo�"or payable-upon-death bank ac�count or security at his or her death? .
4: D(d decedent own an individual retirement account,annuity,or other non-probate property,which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . � ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST CONIPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after Juy 1,1994,and before Jan. 1,1995,the tax rate imposed on the net value of transfers to or for the use of the sunriving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)�.
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116 (a)(1.1)(ii)].The statute does not exempt a tranafer to a surviving spouse from tax,and the statutory requiremer�ts 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 Juy 1,200�:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natu�al parent, an
adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)J.
• The tax rate imposed on the net value of transfers to or for the use of the decedent's line.al beneficiaries is 4.5 percent,e�acept as noted in[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 percent[72 P.S.§9116(a)(1.3)J.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.
OM4671 2.000
_ _ _ _ _ _ __
_ _ - --
-- -- - - -
REV-1510 EX+(pa,ps) SCHEDULE G
p�nnsylvania ,
DEPAft`I�AENTOF REVENUE INTER-VIVOS TRANSFERS AND
�t�RITANCE TAX REIURN MISC.NON-PROBATE PROPERTY
t�oa�r oECEOeNr
ESTATE OF FILE NUMBER
Ma E. Robarts 21 13 0365
Thfs schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
��M �������ON OEFP RuOPE�O DECEDENTAND DATE OF DEATH %OF DECD'S EXCLUSION
NUMBE Tif MTE OF 7RMlfER ATTACHA COPY OF TFE DEED FOR REAL E6TATE. VALUE OF ASSET INTEREST F APPl1CABlE TV�A�UE
1. M�T Bank
Checking Acat. No.
935751
(This account is titled
'In Trust For' Betty L.
���•� $4,375.63 100.0000 $0.00 $4,375.63
2 TD Ameritrade
Brokerage Acct. No.
917003640
Transfer. on death
b�neficiary is daughter,
Betty L. Lehman. $8,138.46 100.0000 $0.00 $8,138.46
3 M6T Bank
Savinga Acct. No.
15004200941133
(Thi� �ccount is titled
'In Trust For' Betty L.
���•� $1,353.92 100.0000 $0.00 $1,353.92
4 Allianz
Annuity No. 31385035
Owner/Annuitant: Mary E.
Robarts
Heneficisry: 8etty L.
��n $0.00 100.0000 $0.00 $0.00
The decedent had no
rights to this annuity
except to designate the
contingent benefic.iary
and recaive s regular
monthly payment;
therefore, the date of
death value is not
subject to Pennsylvania
inheritance tax per 61
Pa. Code
93.�3�ca� cl� c���� .
Total from continuation sched les . . . . . . . . . $53,124.37
TOTAL(Also enter on line 7,Recapitulatlon)a
66 992.38
' Ii more apace ia needed,use additional sheats oi paper oi the s�ne size.
9W48AF 2.000
Estate of: Mary E. Roberts 21 13 0365
Schedule G (Page 2)
It� DOD Value Taxable
No. Description of Asset � Interest Exclusion Value
5 MetLife
Annuity No. 940010029
Owner/Annuitant: Mary E.
Robert�
Seneficiaries: 33.33� to
dauqhter, Betty L. Lehman
and 66.67� to Mary E.
Roberts Trust Under Will
dtd. O1/30/2009 f/b/o sons,
Harry E. Roberts and Paul
M. Roberts $28,137.42 100.0000 $0.00 $28,137.42
6 ING USA
Annuity No. C051419-GG
Owner/Annuitant: Mary E.
Roberta
Seneficiaries: daughter,
Betty L. Lehman snd the
Mary E. Roberts Truat Under
Will dated O1/20/2009 f/b/o
sons, Harry E. Roberts and
Paul M. Roberts. $24,986.95 100.0000 $0.00 $24,986.95
Total �Carry forward to main schedule) $53,124.37
REV-1511 EXa(1408)
pennsylvania SCHEDULE H
�EPAR'T1�ENTOF REVENUE FUNERAL EXPENSES AND
��►�cETnxRETURN ADMINISTRATIVE COSTS
�Kro�oeNr
ESTATE OF FILE NUMBER
Ma,i'v E. Rcberts 21 13 0365
Decedent's debts must be�eported on Scheduls 1.
ITEM
NUM@ER DESCRIPTION AMOUNT
A• Ft1NERAL EXPENSES:
�, Malpezzi Funeral Home
funeral goods � services $6,136.21
B. ADAAINISTRATtVE COSTS:
1. Personal Representativ�e Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Y�r(s)Commission Paid: �
2. Attomey Fees: $4,0 0 0.0 0
3. Family Exemption:(If decedent's address is not the same as claimant's,attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of ClaimaM to Decedent
4. Probate Fees:
$153.50
5. Accountant Fees:
6. Tax Return Preparer Fees:
7.
1 Cumberland Law Journal
publicatipn fee $75.00
2 U.S. Postal Service �
postage $15.56
Total fram continuation schedules . . . . . . . . . $123.38
TOTAL(Also enter on Line 9,Recapltula�on) a 12 503.65
swaen�2.00o If more space is needed,use additional sheets of paper of the same size.
Estate of: Msry E. Roberts 21 13 0365
Schedule H Part 7 �Psge 2)
3 Patriot-News
publication fee $123.38
Total (Carry forward to main achedule) $123.38
REV 1512 EX�(12-12)
pennsylvania SCHEDULE I
DEPART�NTOF REVENUE DEBTS OF DECEDENT,
N�RITANCE TAX RETURN MORTGAGE LIABILITIES�LIENS
�sio�vr oc-c���
ESTATE OF FILE NUMBER
Mary E. Roberts 21 13 0365
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
��M VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
�� Verber Family Dentistry
dental bill $83.00
,
TOTAL(Also enter on Line 10,Recapitulation) S 83.00
2waenH z.000 If more space is needed,insert additional sheets of the same size.
REV 1513 EX+(01_,0, SCHEDULE J
pennsylvania
OEPAR7IYENTOF REVENUE BENEFICIARIES
iN-ERCTANCE TAX RETURN
RES�EIVT DECEDErR
ESTATE OF:
FILE NUMBER:
Ma E. Rob rts 21 13 0365
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER �E AND A�RESS OF PERSON(S)RECEMNG PROPERTY Do Not List Trustee(s) OF ESTATE
� TAXABLE DISTRIBUTIONS[Indude outrigM spousal distributions�d transfera under
Sec.5116(a)(1.2).j
�. Betty L. Lehman
92 North Old Stone House Rd.
Carliale, PA 17015
M�T Bank
Checking Acct. No. 935751
(This account is titled 'In
Trust For' Setty L. Lehman.)
Inventory Value: $4,375.63
M�T Bank
3avinqs Acct. No.
15004200941133
(This account is titled 'In
Truat For' Betty L. Lehman.)
Inventory Value: $1,353.92
TD Ameritrade
Brokerage Acct. No.
917003640
ENTER DOLLAR AMOUNTS FOR DISTRIBUTiONS SHOWN ABOVE ON LII�S 15 71-�20UGH 18 OF REW 1500 COVER SHEET,AS APPROPRIATE.
(1 NON-TAXABLE DISTRIBU110NS
A SPOUSAL D�STRIBUTIONS UI�ER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II-ENTER TOTAL NON-TAX/1BLE DISTRIBUTIONS ON IINE 13 OF REV-1500 COVER SHEET. S $0.00
ewasni 2.00o If more space is needed,use additional sheets of paper of the same size.
Estate of: Mary E. Robe=ts 21 13 0365
Schedule J Part 1 (Page 2)
Item
No. Description Relation Amount
1 Transfer on death
beneficiary is daughter,
Betty L. Lehman.
Inventory Value: $8,138.46
One Third of Residue:
$13,512.57 Daughter $27,380.58
2 Mary E. Roberts Test. Tst.
f/b/o Harry E. Roberts
One-Third of Residue:
$13,512.58 Son $13,512.58
3 Mary E. Roberts Test. Tst.
f/b/o Paul M. Roberts.
One Third of Residue:
$13,512.57 Son $13,512.57
DEATH CERTIFICATE
H105.805 REV(9/t I)
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $6.00 �,,,,,�����������---. This is to certify that the information here given
,,,,����Eq,�ZH OF pfyy�`_ correctly copied from an original Certificate of Dea1
���r o _- -- --._ rG, duty filed with me as Local Reg�strar. The ongm;
� ?'�_ ---�-'r= =:. Z� certificate will be forwarded to the State Vit�
�°v-� �� a� R e c o r d s O f f i c e f o r p e r m a n e n t f i l i n g.
:O�► _ —_- _- ,`��.�'r r
P 19 4 7 4 8 21 =A99 -,� =. - ���,,,, ��. oe�.
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�"""""""''���� Local Registrar Date Issued
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,� CERTIFICATE OF OEATH ,,,��,,�;
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LAST WILL TESTAMENT
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LAST WILL AND TESTAMENT m = c� � � �
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MARY E.ROBERTS � U? � o �
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I,MARY E.ROBERTS,a resident of Cumberland County,Penns�v�ia;do�u�blisl�
declare this to be my Last Will and Testament, hereby revoking all other" o�twills an�co�ic� �
made by me. � �� � °ti
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FIRST: Famil,y Background and Appointment of Egecutor.
{A) F�nily and Background Information. I am not married. I am the widow of
HARRY L.ROBERTS. I have three cluldren,I�[ARRY E.ROBERTS,BETTY L.LEHMAN
and PAUL M.ROBERTS,and they will be referred to as"my children"throughout this Will.
(B) Appointment of Egecutor. I appoint my daughter,BETTY L.LEHMAN,to act
as Executor, and if she dies, becomes incapacitated, resigns or does not complete the duties of
Executor, then I appoint my granddaughter, TERESA GILBERT, to act as Executor. The
aforenaamed persons are all hereinafter referred to as"Executo�",and they shall serve without bond
and without being required to account to any court. The Executor shall serve as Trustee of all trusts
created under dus Will, and when acting as Trustee, the Executor shall have such powers as are
otherwise ganted under this Will to the Executor.
SECOND: Funeral and Last IIlness Exrenses:Taaces.
� (A) Eapenses of�neral and Lsst Illness. I direct my Executor to pay my funeral
expenses and the expenses of my last illness from my estate.
(B) TaYes. I direct my Executor to pay any and all estate,inheritance,succession,legacy,
transfer and other death taxes or duties,by whatever name called,including any and aU interest and
penalties thereon,imposed under the laws of any jurisdiction by reason of my death,upon or with
respect to any and all properly included in my gross estate for the purpose of such taxes,whether
such properiy passes under or outside of this Will,out of my residuary estate,without being prorated
or apportioned among or charged against the respective devisees,legatees,beneficiaries,transferees
or other recipients of any such property or charged against any property passing or which may have
passed to any of them. The Executor shall not be entitled to reimbursement for any portion of any
such taxes from any such person.
THIRD: Tangible Personal Prope�ty. Except for those items excluded below and those
items enumerated in the LetterofInstruction,I bequeath all my tangiblepersonal properiy,including
but not limited to clothing,jewelry, furniture, household fiunishings, household goods,personal
effects,motor vehicles,and all other similar articles which I own,and the insurance thereon,to my
children and the then-living issue of any child who does not survive me,to be divided among them
as they may select in as nearly equal shares,per stirpes,as is practical. If there is any disagreement
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LAST WILL AND TESTAMENT
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MARY E.ROBERTS
PAGE 2
as to distribution,the decision of my Executor shall be binding. Any items not selected may be sold,
donated to charity,or discarded in the sole and absolute discretion of my Executor,and if sold,the
net proceeds therefrom shall be added to the residue of my estate. Tangible personal property shall
not include:(1)any and all property used by me in any business,(2)cash on hand or on deposit in
banks, (3) stock or securities, (4) any type of evidence of indebtedness and(5)any life,health or
accident insurance policies. The reasonable costs of protecting, �ppraising, packing, storing,
shipping,cleaning,deliveri.ng and insuring all items distributed in this Article THIRD shall be paid
as expenses of administering my estate.
Notwithstanding any other provisions in this Article THIRD,I may leave a separate,dated
and unsigned Letter of Instruction,which I shall place with this Will,containing directions for the
ultimate disposition of certain items of my tangible personal property,and the Letter of Instruction
shall determine the distribution of such items.
FOURTH: Residuar,�y Estate.
(A) I give,devise and bequeath all the rest,residue and remainder of my estate,of every
kind and character, real, personal and mixed, tangible and intangible, and wherever situated,
including any lapsed or renounced legacies, devises or residuary bequests and any property over
which I may have a power of appointment,in equal shares to my children who survive me;provided,
however,if my daughter,BETTY L.LEHMAN,does not survive me,her share shall be distributed
to her then-living issue in equal shares,per stirpes. �
(B) The shares of my sons,HARRY E.ROBERTS and PAUL M.ROBERTS,shall
each be held in separate trust according to Article FIFTH,below. The share of any other beneficiary
who is at least twenty-five(25)years old shall be distributed outright to such beneficiary as soon
as reasonably pra.ctical. The share of any beneficiary who is iess than twenty-five(25)years old
shall be held by the Executor in separate tiust for the beneficiary until the beneficiary becomes
twenty-five(25)years old,and in the meantime the Executor shall use as much of the income and
principal of the separate trust as the Executor,in the Executor's sole and absolute discretion,deems
appropriate to provide for the proper health,maintenance,support and education of the beneficiary
taking into account otb.er resources available to the beneficiary. If the beneficiary dies before
becoming twenty-five (25) years old, the balance of the beneficiary's separate trust shall be
distributed to the personal representative of the beneficiary's estate.
{C) Prior to final distribution of my estate,the Executor,in the Executor's discretion,may
make partial distributions to one or more beneficiaries or trusts. As a consequence,the executorship
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LAST WILL AND TESTAMENT
OF
MARY E.ROBERTS
PAGE 3
and any trusts created under this Will may exist contemporaneously. A distribution may be made
subject to any indebtedness or liability of my estate.
FIFTH: Trusts for Harry E.Roberts and Paul M.Roberts. The shares of HARRY E.
ROBERTS and PAUL M.ROBERTS(each referred to as"the Beneficiary"in this Article FIFT�,
shall each be admin.istered by the Executor in separate trust according to the following terrns:
(1) This separate trust is established for the purpose of improving the
Beneficiary's quality of life for and during all the term of his nahual life. The Beneficiary
may suffer from substantial disabilities that require medical care. The Beneficiary may be
entitled to benefit from various governmental programs which provide for lus basic or
supplemental care. It is the purpose of this separate trust to provide the Beneficiary with a
higher quality of life beyond that which would be provided by these public entitlement
programs and to provide him with a proper funeral and burial.
(2) I intend that the Executor use this separate trust to promote the happiness, �
welfare and benefit of the Beneficiary through income and principal distributions,without
in any way reducing the services or financial assistance and basic maintenauce, support,
medical or dental care which the Beneficiary may receive without charge from any local,
state or federal govemment agency or department thereof,and without using any portion of
the trust income or principal to reimburse any local,state or federal goveniment agency or
department thereof for basic maintenance,support,medical or dental care received by the
Beneficiary. The trust income and principal are not to be considered income, assets nor
resources of the Beneficiary for any purpose,includi.ng but not limited to,the detenmination
of income,assets or resources as stated in any rules or regulations set forth in any local,state
or federal govemment agency or department thereof. If the Execu#or is requested by any
department or agency to release principal or income of the trust to or on behalf of the
Beneficiary to pay for equipment, medication or service which other organizations or
agencies aze authorized to provide, or if the Executor is requested by any department or
agency administering such benefits to petition the court or any other administrative agen.cy
for the release of trust principal or income for this purpose, the Executor shall deny such
request and shall defend at the expense of the trust estate,any contest or other attack of any
nature.
(3) The Executor shall distribute to the Beneficiary,or expend and apply for his
benefit, so much of or all of the income and principal of this trust, as the Executor,in the
Executor's sole and absolute discretion, determines to be advisable for the Beneficiary's
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LAST WILL AND TESTAMENT
OF
MARY E.ROBERTS
PAGE 4
supplemental needs for happiness and comfort to achieve the purpose of the trust herein set
forth. The"supplemental needs"which the Executor may provide to the Beneficiary include,
but are not limited to,spending money,additional food,clothing,gifts on his birthday and
major holidays,small appliances that would provide the Beneficiary with entertainment or
amusement,computer equipment,camping excursions,vacations,athletic contests,movies,
trips,money to purchase appropriate gifts for relatives and friends, any recreational items
that would be of use to him and other monetary requirements to enhance his self-esteem or
situarion. "Supplemental needs" shall also include medical and dental expenses, annual
independent check-ups,rehabilitation and physical thera.py equipment,programs of tra.ining,
education, treatment, physical therapy and rehabilitation, private residential care, eye
glasses,transportation(including vehicle purchase),maintenance,and insurance(including
payment of premiums of insurance on the life of the Beneficiary)and other requisites for
maintaining the good health, safety, and welfare of the Beneficiary when, in the sole and
absolute discretion of the Executor, such requisites are not being provided by any public
agency, office, or department of any state or of the United States. Nothing herein shall
preclude the Executor from purchasing those services and items which promote the
Beneficiary's happiness,comfort and welfare.
� (4) Any net income not expended for or applied to the supplemental needs of the
Beneficiary shall be accumulated and added to the trust principal.
(5) The Executor shall have no obligation to expend trust assets for the
Beneficiary's supplemental needs,but if the Executor, in the Executor's sole and absolute
diseretion., decides to expend trust assets,under no circumstances should any amounts be
paid to,or reimbursed to,the federal government,any state,or any goveinmental agency for
any purpose, including for the care, support, and maintenance of the Beneficiary. This
separate trust is created expressly for the Beneficiary's extra and supplemental care,
maintenance, support and education in addition to, and over and above the benefits he
otherwise may receive as a result of handicap or disability, from any local,state or federal
government,or from any other private agency,any of which provides service or benefits to
persons with disabilities.
{6) Because the Beneficiary may be dependent on the support and aid of others,
the Executor sb.a11,in the exercise of the Executor's best judgment and fiduciary duty,seek
support and maintenance for the Beneficiary,or request the guardian of the Beneficiary to
seek support and maintenance for him,from all available public resources,including,but not
limited to, Social Security Administrarion benefits, the Supplemental Security Income
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LAST WILL AND TESTAMENT
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MARY E.ROBERTS
PAGE 5
Program (SSI), any such supplementa.l income program offered by or through the
Commonwealth of Pennsylvania, the Old Age Survivors and Disability Insurance or
successor programs,U.S.Civil Service Commission benefits,Medicaid,and Federal Social
Security Disability Insurance(SSDI),and any other comparable programs,state,federal,or
local. The Executor shall take into consideration applicable resource and income limitarions
of any public assistance prograins for which the Beneficiary is eligible when determining
whether or not to make any discretionary distributions. If necessary,the Executor may seek
appropriate authority to collect,expend,and account for separately all such governinental
assistance benefits, but shall not commingle them with these trust assets. In addition, in
making distriburions for the supplemental needs of the Beneficiary,the Executor shall take
into consideration the applicable resource limitations of the public assistance programs for
which the Beneficiary is or may become eligible.
(7) The Executor shall not be required to make an accounting to any public
official except to the extent otherwise required by law. All discretion conferred on the
Executor shall be absolute and unlimited, and its exercise by the Executor shall be
conclusive and binding on all persons.
{8) The Executor shall pay reasonable burial expenses including a proper grave
marker for the Beneficiary.
(9) Upon tb.e death of the Beneficiary, the remainder of this tYUSt shall be
alloca.ted and distributed according to Article FOURTH, above.
{10) When acfiing as trustee,the Executor shall have such powers as are otherwise
granted under this Will to the Executor.
SIXTH: Spendthrift Provision. No beneficiary shall have the power to anticipate,
encumber or transfer hi5 interest in the estate or any trust estate in any manner. No part of the estate
or any trust estate shall be liable for or charged with any debts, contracts, liabilities or torts of a
beneficiary or subject to seizure or other process by any creditor of a beneficiary.
SEVENTH: Powers of Executor. In addition to such powers and duties as may have been
granted elsewhere in this Will or by law,but subject to any limitarions stated elsewhere in this Wili,
the Executor shall have and exercise exclusive management and control of the estate and shall be
vested with the following specific powers and discretion:
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LAST WILL AND TESTAMENT
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MARY E.ROBERTS
PAGE 6
{A) In the management, care and disposition of the estate,the Executor shall have the
power to do all thi.ngs and to execute such instruments as may be deemed necessary or proper,
including the following powers, all of which may be exercised without order of or report to any
court:
(1) To sell, exchange or otherwise dispose of any properiy at any tim.e held or
acquired hereunder,at public or private sale, for cash or on terms, without advertisement,
including the right to lease for any term notwithstanding the period of the esta.te,and to grant
options,including any option for a period beyond the duration of the esta.te.
(2) To invest all monies in such stocks, bonds, secunities, mortgages, notes,
choses in action,real estate or improvements thereon,and any other properiy as the Executor
may deem best, without regard to any law now or hereafter enforced limiting investments
of fiduciaries.
(3) To retain for investment any property deposited with the Executor.
(4) To vote in person or by proxy any corporate stock or other security and to
agree to or take an.y other action in regard to any reorganizarion, merger, consolidation,
liquidation,bankruptcy or other procedure or proceedings affecting any stock,bond,note
or other security.
(5) To use attomeys, real estate brokers, accountants and other agents if such
employment is deemed necessary or desirable,and to pay reasonable compensation for their
services.
(6) To compromise,settle or adjust any claim or demand by or again.st the estate
and to agree to any rescission or modification of any contract or agreement affecting the
esta.te.
('n To renew any indebtedness, as well as to borrow money,and to secure the
same by mortgaging,pledgi.ng or conveying any property of the estate,including tlie power
to borrow from the Executor at a reasonable rate of interest.
{8) To retain and cany on any business in which the estate may acquire an
interest,to acquire additional interest in any such business,to agree to the liquidation in kind
of any corporation in which the estate may have an interest and to carry on the business
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LAST WILL AND TESTAMENT
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MARY E.ROBERTS
PAGE 7
thereof,to join with other owners in adopting any fonm of management for any business or
property in wluch the estate may hav�an interest,to become or remain a partner,general or
iimited,in regard to any such business or property and to hold the stock or other securities
as an investment,and to employ agents and confer on them authority to manage and operate
the business,property or corporation,without liability for the acts of such agent or for any
loss,liability or indebtedness of such business if the management is selected or retained with
reasonable care.
(9) To register any stock, bond or other security in the name of a nominee,
without the addition of words indicating that such security is held in a fiduciary capacity,but
accurate records shall be maintained showing that such security is an estate asset, and the
Executor shall be responsible for the acts of such nominee.
(B) In making distributions from the estate to or for the benefit of any minor or other
person un.der a legal disability,the Executor need not require the appoinhnent of a guardian but shall
be authorized to pay or deliver the same to the custodian of such person,to pay or deliver the same
to such person without the intervention of a guardian,to pay or deliver the same to a legai guardian
of such person if one has already been appointed,or to use the same for the benefit of such persan.
{C) In the disbursement of the estate and any division into separate shares,the Executor
shall be authorized to make the distribution and division in money or in lcind,or both,regardless of
the basis for income t�purposes of any property distributed or divided in ki.n.d,and the distribution
and division made and the values established by the Executor shall be binding and conclusive on all
persons taking hereunder. The Executor may in making such distribution or division allot undivided
interests in the same property to several shares.
{D) The Executor shall be authorized to lend or bonow,including the right to lend to or
borrot�v from my estate or any trust created by me during my life or by will at an adequate rate of
interest and with adequate security,and upon such terms and conditions as the Executor shall deem
fair and equitable.
(E) The Executor shall be authorized to sell or purchase at the fair market value, as
determined by the Executor,any property to or from my estate or any trust created by me during life
or by will,even though the same person or corporation may be acting as executor of my estate or
as t�ustee of any of my trusts.
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LAST WILL AND TESTAMENT
OF
MARY E.ROBERTS
PAGE 8
{F) The Executor shall have discretion to determine whether items should be charged or
credited to income or principal or allocated between income and principal as the Executor may deem
equitable and fair under all the circumstances,to treat any part or all of the profit resulting from the
maturity or sale of any asset, whether purchased at a premium or at a discount, as income or
principal or apportion the same between income and principal, to apportion the sales price of any
asset between income and principal,to treat any dividend or other distribution of any investment as
income or principal, or apportion the same between income and principal, to charge any expense
against income or principal or apportion the same, and to provide or fail to provide a reasonable
reserve against depreciation or obsolescence on any assets subject to depreciation or obsolescence,
all as the Executor may reasonably deem equitable and just under all the circumstances.
(G) The Executor shall have discretion to disclaim on my behalf any interest,in whole
or in part,in property passing(i)by intestate or testate succession, (ii)by inter vivos transfer,(iii)
by joint tenancy or tenancy by the entirety,(iv)from any life insurance policies,annuities or other
accounts having designated beneficiaries, "pay on death" beneficiaries or "transfer on death"
beneficiaries,(v)under any trust,and(vi)from any other source. The Executor shall be authorized
to execute an appropriate writing and to perform all acts necessary to make a qualified disclaimer
as defined by the Intem.al Revenue Code and regulations.
EIGHTH: Rights and Liabilities of Ezecutor. No bond or other security shall be required
of the Executor. This inst�ument shall always be construed in favor of the validity of any act or
omission by the Executor. The Executor shall not be liable for any act or omission except in the
case of gross negligence, bad faith or fraud. Specifically, in assessing the propriety of any
investment,the overall performance of the entire estate shall be taken into account. The Executor
shall be entitled to reasonable compensation for services actually rendered to my estate and
reimbursement for reasona.ble expenses incurred in the performance of such services.
NINTH: Tag Elections. In determining the estate, i.nheritance and income tax liability
relating to my estate,the Executor's decision as to all available tax elections shall be conclusive on
all concerned. In accordance with Internal Revenue Code§2632(a)(or its successorprovisions)and
without regard to whether a federal estate tax return is actually filed,the Executor shall allocate so
much of the federal Generation Skipping Transfer(GST)exemption amount as will fully exempt any
generation skipping transfer which may occur under this Will.
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LAST WILL AND TESTAMENT
OF
MARY E.ROBERTS
PAGE 9
TENTH: Definitions and General Provisions.
(A) Survival. Any beneficiary who dies within sixty(60)days after my death shall be
considered not to have survived me.
(B) Trust Estate. "Trust estate" means all assets, however and wherever acquired,
including income,which may belong to a trust at any given time.
(C) Issue. In making a distribution to the issue of any person, the property to be
, distributed shall be divided into as many shares as there are living children of the person an:d
deceased children of the person who left children who are then-living. Each living child shall take
one share,and the share of each deceased child shall be divided among his then-living descendants
in the same manner. A posthumous child shall be considered as living at the death of his parent.
(D) Other terms. The use of any gender includes the other gender,and the use of either
the singular or the plural includes the other.
(E) Captions. The captions set forth in this Will at the beginning of the various divisions
hereof are for convenience of reference only and shall not be deemed to define or limit the
provisions hereof or to affect in any way their construction and application.
{F� Powers of Appointment. By this Will,I exercise any powers of appointrnent which
I possess at the time of my death.
[This space has been intentionally left blank.The signature page follows next.J
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LAST WILL AND TESTAMENT
OF
MARY E.ROBERTS
PAGE 10
IN WITNESS WHEREOF, I,MARY E.ROBERTS,the Testator,have to this my Last
Will and Testament,typewritten on eleven(11)pages,including the Acknowledgment and Affidavit,
set my hand and seal this � day of 3c�.-�vo-�_ ,2009.
d�%'(.C�.�.� r .�-
MARY� ROBER S
Signed, sealed,published and declared by the above-named Testator,as and for her Last Will and
Testament, in the presence of us, who have hereunto subscribed our na�mes at her request, as _
witnesses hereto,in the presence of the said Testator,and in the presence of each other. Each of us
fiu�ther declares that he believes the Testator to be of sound mind and memory. The preceding
instrument consists of this and ten(10)other consecutively numbered typewritten pages including
the Acknowledgment and Aff'idavit.
�
esiding at Mechanicsburg, Pennsylvania
Mark E. Hal runer,Witness
o�.\c.7`' residing at Boiling Springs,Pennsylvania
Carol L. Frankland,Witness
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ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWE.ALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
The Testator and the witnesses whose names are signed and subscribed to the attached or
foregoing instrument,being first duly swom and qualified according to law,do hereby acknowledge,
depose and say to the undersigned authority,that the Testator signed and executed the instrument
as her Last Will in the presence of the witnesses; that she signed it willingly or willingly directed
another to sign it for her;that she executed it as her free and voluntary act for the purposes therein
expressed; that each of the witnesses were present and saw the Testator sign and execute the
instcument as her Last Will; that each subscribing witness in the hearing and sight of the Testator
signed the will as witnesses; and that to the best of their knowledge the Testatox was at that time
eighteen years of age or older,of sound mind and under no constraint or undue influence.
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Mary . oberts,Testator
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Mark E. Halbruner,Witness .�.'Caml L.Frankland,Witness
Sworn to or affirmed, subscribed to, and acknowledged, before me by the above-named
Testator and witnesses,this J�� day of �SG^�� ,2009.
G���
COMMONWEALTH OF PEN�ISYLVANIA otary b1iC
No�aria�!Sesl �.��� .
Terf L Wapaer,Notaty Pub�c � , '1 .. '' �.
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CERTI�ICATE of
G T of �ETTERS
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REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
No. 2013- 00365 PA No. 21- 13- 0365
Es ta te Of: MARY E ROBERTS
/First,Midd/e,Lasil
La te Of: SlL VER SPRING TOWNSHIP
CUMBERLAND COUNTY
Deceased
Soci al Securi ty No: 2�3-01-6116
WHEREAS, on the 1 s t day of Apri 1 2 013 an ins trumen t da ted
January 30th 2009 was admi tted to probate as the last will of
MARY E ROBERTS
(F�►►sst,Mkkll'e,Last1
1 a t e of SlL VER SPRING TO WNSH/P, CUMBERLAND Coun ty,
who di ed on the 7 th day of March 2013 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH , Regi s ter of Wi 11 s in and
for CUMBERLAND Coun ty, in the Commonweal th of Pennsyl vani a, hereby
certi fy tha t I have thi s day gran ted Le t ters TESTAMENTARY to:
BETTY L LEHMAN
who has du.iy qualified as EXFCUTOR�R/X)
and has agreed to administer the estate according to 1aw, all of which
ful l y appears of record in my offi ce a t CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 1st day of April 2013.
�
; , egisier o i s
,
puty
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
PA REV-1500
SCHEDULE G
INTER-VIVOS T��A�,NSFERS and
MISCELLANEUUS NON-PR(JBATE
PR�PERTY
499 Mitchell Road,Millsboro,DE 19966 Adjustrnent Services
Phone 888-502-4349
F ax (302)934-2955
June 7,2013
Law Ot�ices Of
Gates,Halbruner,Hatch& Guise,P.C.
1013 Mumma Road,Suite 100
Len�oyne,PA 17043
Re: Estate of Mary E.Roberts
Social Security:213-01-6116 �
Date of Death:March 7,2013
Dear Sir or Madam:
Per your inquiry on May 21,2013,please be advised�at at the time of death,the abovo-named decedent had on
deposit with this bank the following:
l. 7ype ofAccalo:t CheckingAcco�
AccaumNtanber 935751
Ownership(Names o� Teresa Gilbert(POA)
Beny Lou Lehma�(Be»eficiary)
Mav�y E.Roberts(7Yustee)
Opening Date OS/Ol/1979
Balance on Date ofDeath $4,375.62
Accrued Interest $ .Ol
..._______----__.._._____._..__........_...._____.____.._......__________.____.
Total $4,375.63
2. ?�pe ofAccount Savings Account
Accow�tNumber IS004200941133
Ownership(Numes o,� Teresa Gilbert(POA)
Betty Lou Lehman(Beneficia�Y)
Ma�yE.Roberts(7lrustee)
Opening Date OS/01/1979
Barlancae on Date ofDeath $1,353.91
Accrued I»terest $ .Ol
___.________________-----_______._____._---_.-----_________._
Total $1,353.92
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f
� MetLife
P.O.Box 10366
Des Moines IA 50306-0366
May 28, 2013
MARK E. HALBRUNER Copy to:
LEMOYNE OFFICE
1013 MUMMA RD STE 100
LEMOYNE PA 17043
FAX:717-731-9627
RE: METLIFE INVESTORS USA INSURANCE COMPANY CONTRACT 940010029
DECEASED MARY E ROBERTS
Dear Mr. Halbruner:
Thank you for your recent inquiry regarding the contract referenced above. Our records indicate that the
date of death and the account value on that date are:
Date of Death: March 7,2013
Account Value:$28,137.42
Owner Name: MARY E ROBERTS
Annuitant Nar�e: MARY E ROBERTS
Ber�e�,ciarv N�!r�
4 o r� � � . . ..�
� � >TRUSTEE UNDER 1NILL OF MAR�E�ROBERT5 ; 66.6Z°I'o "I'ru5t
,r
- Prirri�l'y� : '' .
._:; , ,y ARTIELE 5TH DTQ-01�30/2009`
�'�irnary.� ,QETTY L LEHMAN(PER STIRPESj < 33.33% ` Daught�r ';
Contract Effective Date: 07/02/2003
Plan Type Non-Qualifled
If y�ou have any questions, please contact your representative or calt our Customer Service Center
at 1-800-255-9448�Fixed Line)Monday through Friday between 8:30 a.m. and 6:30 p.m., ET.
Sincerely,
Sorya tnthalangsy
Annuity Representative-Post Issue Processing
MetLife Annuity Operations and Services
Help us stay connected: Please keep us updated with respect to all who are associated with this contract,including the owner,the
annuitant,and any beneficiaries. Make sure that we Mave the following information for all persons or entitles: name,address.
phone number,date of birth,and social security or tax identification number. Changes may be submitted to the address provided
above,by calling our Customer Service Center at the phone number provided above,or by contactlng your Representative.
I NG ;� � �
. -.
May 30, 2013
Ga�es,Halbruner,Hatch& Guise, P.0
Attn: Mark E Halbruner,Attorney at Law
1013 Mumma Road, Ste 100
Lemoyne, PA 17043
ING USA Annuity and Life Insurance Company
Decedent: Mary E Roberts
Contract Number: C051419-GG
Claim Code: 01010
Dear Mr. Halbruner,
Thank you for your recent inquiry regarding the annuity contract listed above. Please find
the contract information below.
Death Bene�t Value $24,986.95 as of 3/7/2013
Prim Beneficiar Bett L Lehman
Prim Benefici Mar Roberts Testamentaz Trust
Line of Business Non-Quali�ed
Contract Status Not Annuitized
If you have questions regarding this information,please contact our Customer Contact
Center, available Monday—Thursday, 8:30 a.m. to 6:30 p.m., Eastern Time, and Friday,
8:30 a.m. to 5:30 p.m.,Eastern Time. Call 800-366-0066 and press 3 to identify yourself
as a beneficiary. When prompted, enter the five digit Claim Code above and press#.
Your call wi11 be addressed by a claims specialist.
" Sincerely,
Customer Service
ING
Annuities are issued by ING USA Annuity and Life Insurance Company(Des Moines, IA)and disri'ibuted by
Directed Services LLC. Both companies are members of the ING family of companies.
1001 jv
t �
PA REV-1500
SCHEDULE H
FUNEI��.AL E�►PENSES and
ADMINISTI��A,TIVE COSTS
'� �alpez.zi �uneral Ho� °e
_y, .
<';�;,� _�t -�r ��9-
Y��.^'. . _ �t'l.y�
8 Market Plaza Way � ` (717)697-4696
Mechanicsburg,PA 17055 www.MalpezziFuneralHome.com
Jeremy J.Shartzer,FD Michael J.Malpezzi,Owner,FD Kyle C.Knipe,FD
March 11,2013
Betty L.Lehman
92 N.Old Stone House Road
Carlisle,PA 17015
This is the final statement for the funeral services of Mary Elizabeth Roberts
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way.
PROFESSIONAL SERVICES:
Services of Funeral Director/Staff � $5,475.00 �
FUNERAL HOME SERVICE CHARGES $5,475.00 '�
SELECTED MERCHANDISE:
Steel Casket $1,725.00 �
Bridge of Faith Register Package $195.00 ✓
THE COST OF OUR SERVICES,EQUIPMENT,AND MERCHANDISE
THAT YOU HAVE SELECTED $7,395.00
CAS�I ADVANCES:
At the time funeral arrangements were made, we advanced certain payments to others as an accomodation.
The following is an accountireg of those charges.
Certified Death Certificates $90.00 ✓
Newspaper Notices-Patriot ��u,,,`�� � ?� $276,21 r
dL� ✓
Clergy/Mass Offenng $100.00
Pianist $75.00�
Flowers $200.00 �/ �
TOTAL CASH ADVANCES AND SPECIAL CHARGES $741.21
CONTRACT PRICE �8,136.21
TOTAL AMOUNT DUE BY Apri18,2013 $8,136.21 Y
�
If you have any questions or concerns regarding this bill,please call our office at(717)697-4696.
RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STR.ASBAUGH Receipt Date: 4/O1/2013
Cumberland County - Register Of Wills Receipt Time: 10 : 01 :45
One Courthouse S uare Receipt No. : 1073609
Carlisle, PA 17�13
ROBERTS MARY E
Estate File No. : 2013-00365
Paid By Remarks : B�TTY L LEHMAN
------------------------ Receipt Distribution ------------------------
Fee/Tax Description Payment Amount Payee Name
PETITION LTRS TEST 30 . 00 CUMBERLAND COUNTY GENER.AL FUN
WILL 15 . 00 CUMBERLAND COUNTY GENER.AL FUN
JCS FEE 23 . 50 BUREAU OF RECEIPTS & CNTR M.D
AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENER.AL FUN
SHORT CERTIFICATE 50 . 00 CUMBERLAND COUNTY GENERAL FUN
INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FUN
INVENTORY � 15 . 00 CUMBERLAND COUNTY GENER.AL FUN
----------------
Check# 108 , $153 . 50
Total Received. . . . . . . . . $153 . 50
� s
J��
�
����
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
Tele: (71 T)249-3166 Fax:(71�249-2663
June 14, 2013
Cumberiand Law Journai is published every Friday by the Cumberland County
Bar Association and is designated by the Court of Common Pieas as the official legal
� publication for Cumberland County and the legal newspaper for publication of legal
notices.
TO: Mark E. Halbruner, Esquire �
RE: Mary E. Roberts Estate
Legal advertisements must be received by Friday Noon. All legal advertising
must be paid in advance. Make all checks payable to: Cumberland Law Joumal.
------=-------------------------------------------------=---------
-- - --- ----- ------- -- -------- -- --
Advertisement inserted on following dates:
May 31, June 7, and June 14, 2013
Advertising Cost $ 75.00
Proof of Publication $ 0.00
Second Proof Request $ 0.00
Payment received $ 75.00
Total Amount Due $ 0.00
Becky H. Morgenthal, Executive Director J
/
�'' .
y
i t>
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
{LTnder Act No. 587,approved May 16, 1929),P. L.1784
COM�VIONWEALTH OF PENNSYLVAIVIA :
: ss.
CQUNTY OF CUMBERLAND •
Lisa Marie Coyne,Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law,deposes and says that the Cumberland Law
Jot�rnal,a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was esta.blished January 2, 1952,and designated by the local courts as the officiallegal
periodical for the publication of all legal notices, and has, since January 2, 1952,been regularly
issued weekly in the said County, and that the printed notice or publica.tion attached hereto is
exact�y the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
viz:
.
Mav 3 l,June 7,and June 14,2013
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Joumal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that a11 allegations in the foregoing
statements as to time,place and character of publication aze true.
, �. �
�----�
L sa Marie Coyne, ditor
SWORN TO AND SUBSCRIBED before me this
14 da,y of June,2013
.
��rt�,�s►E.,a��a. �
i.ate o�'S�ver Spring Township, j�jp�
Executrix: Betty L. Lehman c/o
Merk E.Halberuner,Esquire,Gates,
Halbruner, Hatch 8b Guise, P.C.,
1013 Mumma Road, Suite 100,
I.emoyne,PA 17043.
Attorneys: Mark E. Halbruner, �pTARkAL SEAL
Esquire, Gates, Haibruner, Hatch pEBO�AH A COLLiNS
&Guise,P.C.,1013 Mumma Road,
Suite 100,Lemoyne,PA 17043. Notary Pubiic
CARLISLE BOROUGH,CUMBFRLAND COUN?Y
My Commission Expires Apr 28,2014
,
I The Patriot-News Co. • •
2020 Technotogy Pkwy ,�
Suite 300
Mechanicsburg, PA 17050 N ow yo u k n ow
lnquiries -717-255-8213
GATES, HALBRUNER 8�HATCH, P.C.
ATTN: TRACI HILFERDING
1013 MUMMA ROAD
SUITE 100
LEMOYNE PA 17043
S TAT E M E ��==H�.� ES RE�T
NT
ACCT# �ME AD ORDE�# DATE I I ADDTL.INFO. TYPE OF CFLARCF AMOUNT
41052 GATES,HALBRUNER 8 HATCH,P.C. 0002261273 06/04/13 METRO WEST BASIC AD CHARGE $39.46
41052 GATES.HALBRUNER�HATCH.P.C. 0002261273 O6/11/13 METRO WEST BASIC AD CHARGE $39.46
41052 GATES,HALBRUNER 8 HATCH,P.C. 0002261273 06/18/13 METRO WEST BASIC AD CHARGE $39.46
AFFIDAVIT CHARGE $5.00
TOTAL: �123.38
This is not an invoice. Please do not remit paymen#from #his Statement.
An invoice wili be generated at the end of the month. --Thank you.
NOTE: This Statement replaces the Order Confirmation which we previously sent with Proofs of Publication
,
,The Patriot-News Co. . •
2020 Technology Pkwy �
Suite 300
Mechanicsburg, PA 17050 NOW �/OU �(110W
Inquiries -717-255-8213
GATES, HALBRUNER 8�HATCH, P.C.
ATTN: TRACI HILFERDING
1013 MUMMA ROAD
SUITE 100
LEMOYNE PA 17043
THE PATRIOT NEWS
THE SUNDAY PATRIOT NEWS
Proof of Publication
Under Act No. 587, Approved May 16, 1929
Commonweatth of Pennsylvania, County of Dauphin} ss
Marianne Miller, being duly sworn according to law, deposes and says:
That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing under the laws of the
Commonweatth of Pennsylvania, with its principal office and place of business at 2020 Technology Pkwy, Suite 300� in the
Township of Hampden, County of Cumberland, State of Pennsyivania, owner and publisher ofi The Patriot-News and The Sunday
Patriot-News newspapers of general circuiatio�, printed and published at 1900 Patriot Drive, in the City, County and State
aforesaid; that The Patriot News and The Sunday Patriot-News were established March 4th, 1854,and September 18th, 1949,
respectively, and all have been continuously published ever since;
That the printed notice or publication which is securely at#ached hereto is exactly as printed and published in their regular
daily and/or Sunday/Community Weekly editions which appeared on the date(s)indicated below. That neither she nor said
Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as
to the time, place and character of publication are true; and
That she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on
behaif of The Patriot News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the
stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds
in and for said County of Dauphin in Miscellaneous Book"M", Volume 14, Page 317.
PUBLICATION COPY This ad# 0002261273 ran on the dates shown below:
June 04,2013
. ,�. June 11,2013
� June 18,2013
Sworn to nd subscribed befor e this 19 day of June, 2013 A.D.
F�ublic
COMMONWEALTH OF f�NNSYI.VANIA
NotaNa15ea1
Holly lynn Warfel,Notary Public
Washington Twp.,Dauphln County
My Commfsslon Explres Dec.12,2016
MEMBER,PENNSYWANIA ASSOCIATI�I OF NOTARIES
PA REV-1500
SCHEDULE I
DEBTS �F DECEDENT
�
MORTGAGE LIABILITIES
and LIENS
.......�....,..,.
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��'� END OF ATTACHMENTS ���
Law Of,�ices of
� � ��� ���
2109 MARKET STREET•CAMP HILL, PENNSYLVANIA 17011
MARK E.NALBRUNER (717)731-9600•FAX:(717)731-9627 BRANCH OFFICE:
CRAIG A.HATCH,CELA CORRESPONDENCE ADDRESS: 3 WEST MONUMENT SQUARE,SUITE 304
Certified as an Elder Law Attorney by Camp Hill Office LEWISTOWN,PA 17044
the National Elder Law Foundation (717)248-6909
CLIFTON R.GUISE WEB SITE: STACEY L.NACE
Also Admitted to practice before the www.hhgllp.com Paralegat
U.S.Patent 8�Trademark Office TRACI L.SEPKOVIC
JOHN H.MCCULLOUGH Paralegal
Of Counsel TRACI L.HILFERDING
Paralegal
December 5, 2013
Cumberland County Register of Wills
One Courthouse Square
Room 102
Carlisle PA 17013
RE; Estate of Mary E.Roberts
File No.2013-00365
Dear Register of Wills:
Enclosed for filing are the Pennsylvania inheritance tax return(in duplicate),Inventory and
Status Report for the Estate of Mary E.Roberts.Please time-stamp the additional photocopy of each
document and return them to my office in the enclosed envelope.
Please notify me if you need any additional information to process these filings. Thank you
for your assistance in this matter.
Sincerely,
� �z
Mark E. Halbruner
MEH/tls
Enclosures
cc: Betty L. Lehman, Exexutor � `�'`''
�
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