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Home My WebLink About01-0728 Cumberland County PETITION FOR GRANT OF LETTERS Estate of Ralph T. Heberlig No. 21-01-728 also known as , Deceased Social Security No. 204038757 Adam R. Heberlig and Frank A. Heberlig Petitioner(s), who is/are 18 years of age or older, apply)ies) for: (COMPLETE "A" OR "B" BELOW:) [i] A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut ors Decedent, dated 3/25/88 and codicil(s) dated named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: o B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: r Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 121 Walnut Bottom Road (Shippensburg Township), Shippensburg, PA 17257 (list street, number and municipality) De'cedent, then 93 years of age, died July 16 ,2001 ,at Shippensburg Health Care Center (Location) 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 ........................................................................................ $ Total ..................................................................................................................... $ 35,000.00 0.00 35,000.00 Real Estate situated as follows: none Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Typed or printed name and residence Adam R. Heberli ,5 Darrin Ave., Newbur , PA 17240 Frank A. Heberli ,11 Darrin Ave., Newbur , PA 17240 /~-~~R-~ Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer~e acc1!:~n law. Sworn to and affirmed and subscribed mdR H b41I' -) vAc;m . e er Ig before me this 6th. day of ~ ~ J ~ AUQust.2001 ~~~ ~ ~ 22:a ~ J Frank A. Heberlig T~'Y/w~/r>'''i.40~ Oath of Personal Representative Estate of Raloh T. Heberlia DECREE OF REGISTER No. also known as Deceased 21-01-728 Social Security No: 204038757 Date of Death: 7/16/01 AND NOW, August 7 2001 , in consideration of the Petition on the reverse side hereon, satisfactory proof having L Jen presented before me, IT IS DECREED that Letters I!I Testamentary 0 of Administration ((c.t.a., d.b.n.c.t.: pendente lite; durante absentia; durante minoriate) are hereby granted to Adam R. Heberlig and Frank A. Heberlig in the above estate and that the instrument(s), if any, dated 3/25/1988 described in the Petition be admitted to probatE:; and filed of record as the Last Will of Decedent. FEES Letters .................................... Short Certificates( s) ............... Renunciation .......................... Extra Pages ( ) ............... I. T. R....................................... JCP Fee ................................. Inventory ................................ Other..................................... . TOTAL....... ......................$ $ 70.00 ~/y~~("~...~''''';~ /.4-~ Register of IJl1flls $ $ $ $ $ $ $ $ 10.00 15.00 ~a.I~. Z,~'-/ f<. ~~C~ .gna ure Attorney: Joel R. Zullinger I.D. No: 17516 Address: 14 North Main Street, Suite 200 Chambersburg 5.00 PA 17201 120.~ Telephone: (717)264-6029 DATE FILED: 05.805 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photogra h. p 7499243 Fee for this certificate, $2.00 No. ~? :u1t1/ I Oat 21-01-728 ... 2JfI7 COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ,. Ral AGE Il.. 1lorI'>oIy) SEll I. Male ST"'I'1ll NUMelFl SOCIAL Sl:CUIlfTY NUMBf:lI ,. 204 - 03 .. 7-16-01 1lRT~ (Cty Iftd Stale 01 f ore.Qf'l COUMvI 1'\.ACE0l' DERH!C"<<:kO!"VlJI'e-- _."..ucl,,,""'''__1 HOSPITAl. ------ ,,,,..,_0 ~...."n 9 3 v.. Newburg, p~ RACE - Amencen I~". RIeck. Wh... ett.: (~"'I It. White MNlITAL S'UIUt"........ SUIM\IING SPOUllt: _........._. 1'_. (lIW_-1 DMIroed lStlec"" '4. Never Married ,.. ,,,.~ _.__In Shippensburg Twp. - 121 Walnut Bottom ,..Shippensburg, PA '_II"S_ CI'.... _. L..., t. George B. Heberl ig ~':~t'S:'Heberl i8 O ..... 0 c.-loll m 0..- 0IIw~ - at ~Ol' ~ 21783 17257 ....0 -.CAUMF_ _<11_ .......... -- CH- V a. I~ 1__ ~_Iftd_ f l I'lUlT I: 0IIler.....__~1O_.1IuI IlOl--.0" lIIe~..... giWn" I'lUlT I DUE 10 IOfI AS A CONSEQUENCE Of): ~..- ~_-....- _.I__"'Y_ ~~<II""'. ._-- .aano.._lUolT I : llUF 101011 All A CON!If'OUfNCE 011: DUE 1010fI AS A CONSEoutNCE 01'): .. ANAUlOl'SY AEAU1OPSY~ MANNER 01' DEATH - rEAFOfIMIDt AN.Ml.E PIIIOA 10 coa.I.ETlONOI' CAUU ......... ~ .....- DEArH' IlecilIIIIl 0 ...... .............. ...0 ...~ _0 ....~ lIufcldo 0 CauId__dIIl_ ORE 01' fNJUfW ~. 0..,. ......1 rl&lE 01' INJI.IA\' lNJlJIIIY R WORK? DESCAlllE HOW INJURY OCC\JRIlIEO. ".'.. and ,1_. and .....'0 11M ........).1IlI ..... 0 ....0 -- -. It. "fIT"" cO- _ onooI ..a""...... fI'Ift'8tCIAH Cf"f'tvM"'-' c:,.,~,....,..~ (1MIh...,." .tm""Ilh~'" hHptonaunr.erf 1....,..1 t:8mI~"-" 13' -...-......,..--.....-----..............1_"'_............................................................. . '-...aNQ AND CIIlTIPYIIiIQ ""BlCIAJlI.........n l>ofh ll'onouncOl>c) _ and c""oCyInv.. ~ 01_"" -....-......,--...,..--"'...-...................--.............1-"'--..-......................... . >>. I~I ~ I ( t>'T LAST WILL AND TESTAMENT I, RALPH T. HEBERLIG, of 317 East King Street, Shippensburg, Cumberland County, Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my just debts and funeral expenses as soon as may be convenient after my decease. SECOND. I give and bequeath the full sum of FIVE HUNDRED DOLLARS ($500.00) to each of my nieces and nephews on a per stirpes distribution basis as follows: A. FIVE HUNDRED DOLLARS ($500.00) to ADAM R. HEBERLIG; B. FIVE HUNDRED DOLLARS ($500.00) to BEATRICE HEBERLIG MYERS; C. FIVE HUNDRED DOLLARS ($500.00) to MANFRED G. HEBERLIG; D. FIVE HUNDRED DOLLARS ($500.00) to VIVIAN HEBERLIG PLASTERER; E. FIVE HUNDRED DOLLARS ($500.00) to KATHRYN BRENIZE POE; F. FIVE HUNDRED DOLLARS ($500.00) to GEORGE J. BRENIZE; G. FIVE HUNDRED DOLLARS ($500.00) to VESTA BRENIZE PITTMAN; H. FIVE HUNDRED DOLLARS ($500.00) to HELEN HEBERLIG KENT; I. FIVE HUNDRED DOLLARS ($500.00) to FRANK S. HEBERLIG; J. FIVE HUNDRED DOLLARS ($500.00) to JOANNA HEBERLIG RUPERT; K. FIVE HUNDRED DOLLARS ($500.00) to WILLIAM G. HEBERLIG; L. FIVE HUNDRED DOLLARS ($500.00) to CAROLINE SWARTZ ECKENRODE; M. FIVE HUNDRED DOLLARS ($500.00) to HUBERT M. SWARTZ; r;)~ ~ /1 . rtl.J~ (SEAL) MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 115 EAST KING STREET - SHIPPENSBURG, PA. 17257 N. FIVE HUNDRED DOLLARS ($500.00) to JEANNE SWARTZ GRUVER; o. FIVE HUNDRED DOLLARS ($500.00) to SHIRLEY HEBERLIG GOODYEAR; P. FIVE HUNDRED DOLLARS ($500.00) to DOLORES HEBERLIG BRESSLER; Q. FIVE HUNDRED DOLLARS ($500.00) to GEORGE M. HEBERLIG; R. FIVE HUNDRED DOLLARS ($500.00) to WINIFRED HEBERLIG APPLEBY; S. FIVE HUNDRED DOLLARS ($500.00) to DAVID F. HEBERLIG; T. FIVE HUNDRED DOLLARS ($500.00) to SUSAN HEBERLIG LIED. In the further event that I or my attorney-in-fact see fit during my lifetime to make gifts to any of my nephews and nieces, the amount of any such gift shall be deducted from the bequests made under Paragraph Second of this my Last will and Testament. THIRD. I hereby acknowledge in this my Last Will and Testament that I have given the oak desk located in my home to my niece Jeanne Swartz Gruver during my lifetime with the understanding that possession would remain in myself as long as I have use for the same. The said Jeanne Swartz Gruver is to have full and complete possession of this oak desk as soon as she may desire, if the same is still located in my home at the time of my passing. FOURTH. I give, devise and bequeath all of the rest and residue of my estate, real, personal and mixed, whatsoever and wheresoever situate, as follows: A. FORTY PER CENT (40%) of the rest and residue of my estate to PRESBYTERIAN HOMES, INC., of Camp Hill, Cumberland County, Pennsylvania, to be used as determined by the Board of Directors of said Corporation; B. TWENTY PER CENT (20%) of the rest and residue of my estate to GRACE UNITED /( ~fJ.- ., flJ,~~ (S EAL) -2- MARK. WEIGLE AND PERKINS - ATTORNEYS AT LAW - 115 EAST KING STREET - SHIPPENSBURG. PA. 17257 , I CHURCH OF CHRIST, of Shippensburg, Cumberland County, Pennsylvania, to be used as determined by the church Consistory; C. TWENTY PER CENT (20%) of the rest and residue of my estate to the UNITED CHURCH OF CHRIST HOMES of Annville, Pennsylvania, to be used as determined by the governing body of said organization; D. TWENTY PER CENT (20%) of the rest and residue of my estate to be divided equally among the ZION HILL CEMETERY ASSOCIATION, the SHIPPENSBURG PUBLIC LIBRARY, and the SHIPPENSBURG HISTORICAL SOCIETY to be used for the general purposes of each organization as determined by their respective governing bodies. FIFTH. In the event that any beneficiary of this my Last Will and Testament is under the age of eighteen (18) years, I then give and bequeath said beneficiary's share to and appoint as Guardian of any property which passes under this Will or otherwise, ORRSTOWN BANK, of Shippensburg, Pennsylvania, AS GUARDIAN, NEVERTHELESS, to invest and re-invest the same until the said beneficiary reaches the age of eighteen (18) years, with the following powers in addition to those presently given by law: A. The power to expend the income towards the health, support and maintenance, and education, including a college (both undergraduate and graduate), trade, business or technical school education, of the said beneficiary; B. The power to expend the principal, within the discretion of the said Guardian, if the income is insufficient, towards the health, support and maintenance, and education, including a college (both undergraduate and graduate), trade, business or technical school education, of the said beneficiary; C. The power to sell any and all real estate, within the discretion of the said Guardian; If ~ T 6!.A~ -3- (SEAL) MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 115 EAST KING STREET - SHIPPENSBURG, PA. 17257 l . , · D. The power and obligation to distribute the balance of principal and interest, if any remaining, when the said beneficiary reaches the age of Eighteen (18) years, without the necessity of a formal adjudication of the Guardian's account in the Court of Common Pleas of Cumberland County, upon the receipt of a good and valid release; E. The principal of the Guardianship and the income therefrom shall be free from the debts, liabilities, and engagements of those beneficially interested therein, and shall not be subject to assignment by him or her, nor to attachment or execution under any legal, equitable or other process for the enforcement of judgments or claims of any sort against them, either individually or collectively; SIXTH. I nominate, constitute and appoint ADAM R. HEBERLIG of R. D. #1, Newburg, Cumberland County, Pennsylvania, and FRANK A. HEBERLIG of R. D. #1, Newburg, Cumberland County, Pennsylvania, or the survivor thereof, to be the Co-Executors of this my Last Will and Testament. SEVENTH. I hereby direct that all federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such taxes, shall be considered a part of the expense of administration of my estate and that such be paid out of the rest and residue of my estate. EIGHTH. I direct that neither my personal representatives nor Guardians shall be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, RALPH T. HEBERLIG, have hereunto set my hand and seal to this my Last Will and Testament, written on four pages, the first three pages signed for identification only, this:z.. 5 ~y of /tt \ ~~ ,1988. fJ ~/J.-.r H L~l,~ , -4- (SEAL) MARK. WEIGLE AND PERKINS - A TTORNEVS AT LAW - 115 EAST KING STREET - SHIPPENSBURG. PA. 17257 , . This instrument was by the Testator, RALPH T. HEBERLIG, on the date hereof, signed, published and declared by him to be his Last Will and Testament, in our presence, who at his request and in his presence and in the presence of each other, we believing him to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. (1- C' ;~) fJ.AI!P~;/<") COMMONWEALTH OF PENNSYLVANIA SSe COUNTY OF CUMBERLAND I, RALPH T. HEBERLIG, the Testator whose name is signed to the 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 t~erein expressed. {;1 ~ J I, -- / J [.. t" I' I t (MJ'~ 'i .ff ~ft'i,;...7 Sworn or affirmed to and acknowledged before me by RALPH T. HEBERLIG, the Testator, this~Sti day of -rncuc.1- , 1988. ./1),' 'C. /Ja~ Mary ~ Seavers, Notary Public Shippensburg. PA Cumberland CountV ~y Commission Expires July 27, 1990 MARK. WEIGLE AND PERKINS - ATTORNEYS AT LAW - 115 EAST KING STREET - SHIPPENSBURG. PA. 17257 . . COMMONWEALTH OF PENNSYLVANIA SSe COUNTY OF CUMBERLAND and {}/~ f). 6A~.eJ the names are to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator, RALPH T. HEBERLIG, sign and execute the instrument as his Last Will; that he signed willingly and that he 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 the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. q( (J~ IJ g ;t~R' Sworn or aff before me by and witnesses, th Yntb~ mr>>;c. ~~ Mary E.' Seavers, Notary Public ShiPpensburg, PA Cumberland County My Commission Expires July 27. 1990 MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 115 EAST KING STREET - SHIPPENSBURG, PA. 17257 Cumberland County Ralph. T. Heberlig Estate .. ~ ~ ... , ~ CERTIFICA TION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Ralph T. HeberliQ Date of Death: 7/16/01 _ Estate No. 2001-00728 SSN: 204-03-8757 File No. 21-01-728 Date Letters Granted: 8/7/01 Will or Administration No. To the Register: I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 8/ /01 Name Address Adam R. Heberlig 5 Darrin Avenue NewburQ PA 17204 Frank S. Heberlig 11 Darrin Avenue NewbuJg PA 17240 Beatrice H. Myers Box 72 Walnut Bottom PA 17266 Manfred G. Heberlig Box 233 Danboro PA 18916 Vivian H. Plasterer 8075 Newburg Road Newburg PA 17240 Kathryn B. Poe 920A Menno Village ChambersburQ PA 17201 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except no exceptions Date: 8/ /2001 ~/.' '~K /) ,;/ - 1 ./ LA '/ ," f~ Sig ure C)~ Joel R. Zullinger (/ Name (Please type or print) 14 North Main Street, Suite 200 Address Capacity: Personal Representative X Counsel for Personal Representative . ChambersburQ PA 17201 Telephone No. (717)264-6029 Continuation of Certification of Notice Under Rule 5.6(a) qalph'T. Heberlig ., 7/16/01 Page 1 Names and addresses Name Vesta B. Pittman Susan Leid Address 520C Menno Village Chambersburg 328 East Walnut Street Shippensburg 1636 Orrstown Road Shippensburg 598 Enola Road Newburg 411 Philadelphia Avenue Chambersburg 33 Acorn Circle Chambersburg 10809 Thornwood Road ~hippensburg 4351 Union Deposit Road Harrisburg 213 North Deodate Road Middletown 1260 Lindencross Avenue North Huntingdon 14 E. Pine Street _~Mt. Holly Springs 9806 West 131 st Terrace Overland Park 4745 Bates Drive Warren -~--~---_._---~-~-~ 7121 Olde Scotland Road Shippensburg ~~~__~_ 10 Knollwood Drive Akron 1217 Slate Hill Road Camp Hill 121 East Orange Street Shippensburg 44 Hoover Drive Newburg 73 West King Street Shippensburg 52 West King Street Shippensburg 8501 Paxton Street Hummelstown PA 17201 Helen H. Kent PA 17257 Joanna H. Rupert PA 17257 William G. Heberlig PA 17240 Hubert M. Swartz PA 17201 Carolyn S. Eckenrode PA 17201 Jeanne S. Gruver PA 17201 Shirley H. Goodyear PA 17111 George M. Heberlig PA 17057 Dolores H. Bressler PA 15642 Cindy Markle PA 17065 James Appleby Ruby Samuel KS 66213 David E. Heberlig MI 48092 PA 17257 Presbyterian Home, Inc. PA 17501 PA 17011-8034 Grace United Church of Christ PA 17257 Zion Hill Cemetery Association clo Georg~e A. Hoover Shippensburg Public Library PA 17240 Shippensburg Historical Society PA 17257 United Church of Christ Homes of Annville, PA clo United Church of Christ Homes PA 17257 PA 17036 \' /6'- 029'~-? BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8060l HARRISBURG I PA 11128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT I ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX Reef DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-25-2002 HEBERLIG 07-16-2001 21 01-0728 CUMBERLAND 101 JOEL R ZULLINGER STE 200 14 N MAIN ST CHAMBERSBURG '02 [\PR-1 I"....; .lIi 8 r~ i!.. ..,-( * REV-1547 EX AFP UI-OZ' RALPH T Allount Rellitted PA 17g~t.H' MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-y=is'4-j-ix-AFP-fol-':o21--NOT-ici--oF-'Z-N'HiifiTiifci-'fAx-APPRAIsiifENT~--Ar.l-owiNCE-oR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HEBERLIG RALPH T FILE NO. 21 01-0728 ACN 101 DATE 03-25-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect ~igures that include the total o~ abb returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rate (IS) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of line 14 at Sibling rate (17) 18. Allount of line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (S) (6) (7) .00 33.980,02 .00 .00 11.510.84 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax (9) (10) 81550.88 3.656.56 (11) (12) (13) (14) (Schedule J) NOTE: .00 X 00 = .00 X 045 = .00 X 12 = 101000.00 X 15 = NOTE: To insure proper credit to your account I subllit the upper portion of this forll with your tax paYllent. 451490.86 12.207 44 331283.42 231283.42 101000.00 (19)= .00 .00 .00 11500.00 11500.00 TAX CREDITS: . "'. ....n . K~l,;~~"" IT I +J AHOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-05-2001 CDOO0358 75.00 11425.00 TOTAL TAX CREDIT 11500.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 · IF PAID AFTER DATE INDICATED I SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRll YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ZULLlNGER JOEL R 200 CHAMBERSBURG TRUST CO BLDG CHAMBERSBURG, PA 17201 -------- fold EST A TE INFORMATION: SSN: 204-03-8757 FILE NUMBER: 21-2001- 0728 DECEDENT NAME: HEBERLlG RALPH T DA TE OF PAYMENT: 10/09/2001 POSTMARK DATE: 10/05/2001 COUNTY: CUMBERLAND DATE OF DEATH: 07/16/2001 NO. CD 000358 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,425.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: FRANK A HEBERLlG & ADAM R HEBERLlG C/O JOEL R CHECK# 119 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $1,425.00 MARY C. LEWIS REGISTER OF WILLS ()tI / STATUS REPORT UNDER RULE 6.12 BEFORE THE REGISTER OF WillS, COUNTY OF CUMBERLAND , PENNSYLVANIA Name of Decedent: Ralph T. Heberlig Date of Death: 7/16/2001 File No. 21-01-0728 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to the completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: YES~ 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: a. Did the personal representative file a final account with the Court? YES __ NO ~ b. The separate Orphan's Court 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_ d. 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: 9/27/2002 ~~J~F Joel R. Zullinger ...__ Name (Please type or print) 14 North Main Street. Suite 200 Address Chambersburg PA 17201 (717)264-6029 Tel. No. '---, Capacity: _ Personal Representative L Counsel for personal representative REV.l500EX" \&-OO} COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 28Q6()1 HARRISBURG, PA 17128-0601 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W U W C w >- ~:!(I) U ."" w"u rOo U"'-' ..'" .. .. DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DATE OF BIRTH (MM-DD-Year) OFFICIAL USE ONLY _IZ._c9-5/1Z-_R_ FILE NUMBER 21-010728 ""'Ccii:iNT'I'''C05E ---y~~ - - iMdiiER-- SOCIAL SECURITY NUMBER 204-03-8757 THIS RETURN MUST BE FILED IN DUPUCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Retum (oaleofdealh prior to 12-13.82) o 5. Federal Estate Tax. Return Required Q.- 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A} (Attach Sch 0) !i'l!i1rSiis9!110!inMI!lSXl:rjEi!IlOMIl,!l"'ill!DU!~Ii!~iiilRiWlIl~NllEr~Nlli.'i'~ID' . '!l,i'~il~flill!lIU:'l!I!1!NSHQij!lIl'SeiDIj:lIallMi\,Q1!i:hi, hidd, NAME COMPLETE MAILING ADDRESS Joel R. Zullin er 14 North Main Street, Suite 200 FIRM NAME (If Applicable) Zullin er Davis P.C TELEPHONE NUMBER 717 264-6029 Chambersbur PA 17201 z o ;::: < ..J ::l l- n. < u w tt: z o ;::: < I- ::l n. :e o u X < I- X _(15) X _(16) X .12 (17) 10,000.00 X .15 (1B) 1 ,500.00 (19) 1,500.00 07/16/2001 03/29/1908 (IF APPLICABLE) SURVIVING SPOUSES NAME (LAST, FIRST. AND MIDDLE INITIAL) [R] 1. Original Return o 4. Limited Estate 00 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Relum o 4a. Future Interest Compromise (date of death after 12.12.82) o 7. Decedent Maintained a Living Trust (Attach copy ofTrus!) o 10. Spousal Poverty Credit (date of death between 12-31.91 and 1-1-95) I- Z W o Z o .. <1l W '" '" o u (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership orSole-Propr'letorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate BiUing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. T alai Deductions (tolal Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minlJs Line 13} SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rale, or transters 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 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT tiC; I' ;;; ~: ,0 3~80.02 N <", I.." . m 0:0 I I '1.)1 11,510.841 . v ['<,,] -, \Ul N OFFlci~uSE ONLY q~ 45,490,86 8,550.88 3,656.56 (11) (12) (13) 12,207.44 33,283.42 23,283.42 (14) 10,000,00 Eb!l1Q,iiIil$WSRh' Decedent'.s Comolete Address: SWEET AOORESS , 121 Walnut Bottom Road CITY I STATE Tz'P Shippensburg PA 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 1,500.00 1 425.00 75.00 Total Credits (A +8 +C) (2) 1,500.00 3. InteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty (0 + E) (3) 4. It Line 21s grealer than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enler Ihe lolal at Line 5 + 5A. This is the BALANCE DUE. (58) Make Check to: REGISTER OF AGENT 0.00 0.00 PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS I. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................... ................................ 0 lKJ b. relain Ihe righl 10 designalewho shall use the property Iranslerred or its income; ........................................ 0 lKJ c. retain a reversionary interest; or ......................... ............................................................................ 0 00 d. receive the promise for life of either payments, benefits or care? ............ ....... 0 lKJ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of dealh without receiving adequate consideration?............................................. ........................... .................. .... 0 [Xl 3. Did decedenl own an 'in trust fo( or payabie upon death bank account or security at his or her death? ................. 0 lKJ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........ ....................................................................... ...................... 0 lKJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. '" ADDRESS PA 17240 DATE I ADDRESS PA 17201 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% {72 PS. ~9116 (a) (1.1) (I)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a)(1.1)(ii)J. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even jf the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death \0 or lor Ihe use of a nalurai parenl, an adoptive parent, or a stepparent of the chiid is 0% {72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net vaiue oftranslers 10 or forlhe use of Ihe decedenrs lineai beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) {72 P.S. !i9116(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)1. 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. ~''"''.'''~ * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN R SIDENT DE E NT ESTATE OF Heberlia Raloh T All property jointly-owned with right of survivorship must be disclosed on Schedule F. SCHEDULE B STOCKS & BONDS FILE NUMBER 21 01 0728 ITEM NUMBER 1. DESCRIPTION 338 shares common stock of Orrstown Financial stock @4o.oo per share 2. Prudential Mutual Fund Account No. 03900215417, High Yield, Class S, 3,450.257 shares @5.93 VALUE AT DATE OF DEATH 13,520.00 2o,46D.02 TOTAL (Also enteron line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 33 980.02 ~~',"EX'''~J '*' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Heberlia Ralah T FilE NUMBER 21 01 0728 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Checking Account #303909, Orrstown Bank, including interest accrued to date of death VALUE AT DATE OF DEATH 6,113.08 2. Certificate of Deposit #5030068252, titled Raiph T. Heberiig/Fogelsanger Bricker Funeral Home 3,032.00 3. Refunds, Blue Cross/Blue Shield 540.12 4. Refund, Shippensburg Health Care Center 1,825.64 TOTAL (Also enter on line 5, Recapitulation) $ (11 more space is needed, insert additional sheets of the same size) 11510.84 .~"';"",":". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Heberlia Raloh T. FILE NUMBER 21 01 0728 Oebts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A FUNERAl. EXPENSES: 1. Fogelsanger-Bricker Funeral Harne, funeral expense 3,24528 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Adam R. Heberlia and Frank A. Heberlia 2,500.00 Social Security Numbe~s) I EIN Number of Personal Representalive(s) Street Address 5 Darrin Avenue and 11 Darrin Avenue City Newbura State P A Zip 17240 Year{s) Commission Paid: 2002 2 Attorney Fees Joel R. Zullinger 2,50000 3 Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Mary C. Lewis, Register - JCP 5.00; short certificates 30.00; petition for 135.00 probate 70.00; extra pages 15.00; filing return 15.00 5. Accountant's Fees 000 6. Tax Return Preparer's Fees 0.00 7. Cumberland Law Journal, advertise letters 75.00 8. News-Chronicle, advertise letters 95.60 TOTAL (Also enteron line 9, Recapitulation) $ 8 550.88 (If more space IS needed, Insert addJtlonal sheets of the same size) REV.1512EX+(t'97),.~_ ..~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEr DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF Heberlia Raloh T. FILE NUMBER 21 01 0728 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 204.59 1. Pharmacare, balance due on prescriptions 2. Carlisle Regional Medical Center, balance due for medical services 37.74 3. Pharmacare, check written on decedent's personal account for prescriptions on 719101 but not presented for payment until after the date of death 382.23 4. Orrstown Bank, check written on decedent's personal account on 7/13/01 for purchase of burial certificate of deposit, but not presented for payment until after the date of death NOTE: the burial certificate of deposit is shown as an asset on Schedule E of this return 3,032.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space IS needed, Insert addlllonal sheets of the same size) 3656.56 ~EV_1513E~.(9,* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER HAhArJia R"lnh T. ?1 n1 072R RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal d~tributiQns, and transfe" under Sec. 9116 (a)(l.2)] 1. Adam R. Heberlig nephew $500.00 cash 5 Darrin Avenue Newburg, PA 17240 2. Frank S Heberlig nephew $500.00 cash 11 Darrin Avenue Newburg, PA 17240 3. Beatrice H. Myers niece $500.00 cash Box 72 Walnut Bottom, PA 17266 4. Manfred G. Heberlig nephew $500.00 cash Box 233 Danboro, PA 18916 5. Vivian H. Plasterer niece $500.00 cash 8075 Newburg Road Newburg, PA 17240 6. Kathryn B. Poe niece $500.00 cash 920A Menno Village Chambersburg, PA 17201 7. Vesta B. Pittman niece $500.00 cash 52 DC Menno Village Chambersburg, PA 17201 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRiBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. 0.00 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. Presbyterian Home, Inc.; 40% of $23,283.42 9,313.37 1217 Slate Hill Road Camp Hill, PA 17011-8034 2. Grace United Church of Christ 20% of $23,283.42 4,656.68 121 East Orange Street Shippensburg, PA 17257 3. United Church of Christ Homes of Annville, PA; 20% of $23,283.42 4,656.68 c/o United Church of Christ Homes, 8501 Paxton Street Hummelstown, PA 17036 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV -1500 COVER SHEET $ 23 283.42 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent 'Heberlig, Ralph T. 21 01 0728 PaQe 1 Schedule J - Beneficiaries - 1 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 8. Helen H. Kent niece $500.00 cash 328 East Walnut Street Shippensburg, PA 17257 9. Joanna H. Rupert niece $500.00 cash 1636 Orrstown Road Shippensburg, PA 17257 10. William G. Heberlig nephew $500.00 cash 598 Enola Road Newburg, PA 17240 11. Hubert M. Swartz nephew $500.00 cash 411 Philadelphia Avenue Chambersburg, PA 17201 12. Carolyn S. Eckenrode niece $500.00 cash 33 Acron Circle Chambersburg, PA 17201 13. Jeanne S. Gruver niece $500.00 cash 10809 Thornwood Road Shippensburg, PA 17257 14. Shirley H. Goodyear niece $500.00 cash 4351 Union Deposit Road Harrisburg, PA 17111 15. George M. Heberlig nephew $500.00 cash 213 North Deodate Road Middletown, PA 17057 16. Dolores H. Bressler niece $500.00 cash 1260 Lindencross Avenue North Huntingdon, PA 15642 17. Cindy Markle great-niece $166.67 cash 14 E. Pine Street Mt. Holly Springs, PA 17065 18. James Appleby great-nephew $166.67 cash 9806 West 131stTerrace Overland Park, KS 66213 19. Ruby Samuel great-niece $166.66 cash 4745 Bates Drive Warren, MI 48092 20. David Heberlig nephew $500.00 cash 7121 Olde Scotland Road Shippensburg, PA 17257 21. Susan Leid niece $500 00 cash 10 Knollwood Drive Akron, PA 17501 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Heberlig, Ralph T. 21 01 0728 PaQe 2 Schedule J - Beneficiaries - 2B B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 4. Zion Hill Cemetery Association; 1/3 share of 20% of $23,283.42 c/o George A. Hoover 44 Hoover Drive, Newburg, PA 17240 5. Shippensburg Public Library; 1/3 share of 20% of $23,283.42 73 West King Street Shippensburg, PA 17257 6. Shippensburg Historicai Society; 1/3 share of 20% of $23,283.42 52 West King Street Shippensburg, PA 17257 1,552.23 1,552.23 1,552.23 SUBTOTAL SCHEDULE J.2B 4,656.69 LAST WILL AND TESTA}lENT I, RALPH T. HEBERLIG, of 317 East King Street, Shippensburg, Cumberland County, Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my just debts and funeral expenses as soon as may be convenient after my decease. SECOND. I give and bequeath the full sum of FIVE HUNDRED DOLLARS ($500.00) to each of my nieces and nephews on a per stirpes distribution basis as follows: A. FIVE HUNDRED DOLLARS ($500.00) to ADAM R. HEBERLIG; B. FIVE HUNDRED DOLLARS ($500.00) to BEATRICE HEBERLIG MYERS; C. FIVE HUNDRED DOLLARS ($500.00) to MANFRED G. HEBERLIG; D. FIVE HUNDRED DOLLARS ($500.00) to VIVIAN HEBERLIG PLASTERER; E. FIVE HUNDRED DOLLARS ($500.00) to KATHRYN BRENIZE POE; F. FIVE HUNDRED DOLLARS ($500.00) to GEORGE J. BRENIZE; G. FIVE HUNDRED DOLLARS ($500.00) to VESTA BRENIZE PITTMAN; H. FIVE HUNDRED DOLLARS ($500.00) to HELEN HEBERLIG KENT; I. FIVE HUNDRED DOLLARS ($500.00) to FRANK S. HEBERLIG; J. FIVE HUNDRED DOLLARS ($500.00) to JOANNA HEBERLIG RUPERT; K. FIVE HUNDRED DOLLARS ($500.00) to WILLIA}! G. HEBERLIG; L. FIVE HUNDRED DOLLARS ($500.00) to CAROLINE SWARTZ ECKENRODE; M. FIVE HUNDRED DOLLARS ($500.00) to HUBERT M. SWARTZ; I'"' I, f..-f.. . ..- I r (J.)J r /../ .J .(.f "<-7 (SEAL) MARK, WEIGLE AND PERKINS -" ATTORNEYS AT LAW _ II~~ EAST KING STHI:O:Er - $HIPPENSBURG. PA 17257 N. FIVE HUNDRED DOLLARS ($500.00) to JEANNE SWARTZ GRUVER; O. FIVE HUNDRED DOLLARS ($500.00) to SHIRLEY HEBERLIG GOODYEAR; P. FIVE HUNDRED DOLLARS ($500.00) to DOLORES HEBERLIG BRESSLER; Q. FIVE HUNDRED DOLLARS ($500.00) to GEORGE M. HEBERLIG; R. FIVE HUNDRED DOLLARS ($500.00) to WINIFRED HEBERLIG APPLEBY; S. FIVE HUNDRED DOLLARS ($500.00) to DAVID F. HEBERLIG; T. FIVE HUNDRED DOLLARS ($500.00) to SUSAN HEBERLIG LIED. In the further event that I or my attorney-in-fact see fit during my lifetime to make gifts to any of my nephews and nieces, the amount of any such gift shall be deducted from the bequests made under Paragraph Second of this my Last will and Testament. THIRD. I hereby acknowledge in this my Last Will and Testament that I have given the oak desk located in my home to my niece Jeanne Swartz Gruver during my lifetime with the understanding that possession would remain in myself as long as I have use for the same. The said Jeanne Swartz Gruver is to have full and complete possession of this oak desk as soon as she may desire, if the same is still located in my home at the time of my passing. FOURTH. I give, devise and bequeath all of the rest and residue of my estate, real, personal and mixed, whatsoever and wheresoever situate, as follows: A. FORTY PER CENT (40%) of the rest and residue of my estate to PRESBYTERIAN HOMES, INC., of Camp Hill, Cumberland County, Pennsylvania, to be used as determined by the Board of Directors of said Corporation; B. TWENTY PER CENT (20%) of the rest and residue of my estate to GRACE UNITED rr Jj.L '/ if ,1, L,7 (SEAL) -2- MARK. WEIGI._E::: AND PE-:RKINS - ATTOI~Nt_YS AT LAW - ]15 EAST KING 5T!~F.E:r . SHIPPENSBURG. PA. 112')" CHURCH OF CHRIST, of Shippensburg, Cumberland County, Pennsylvania, to be used as determined by the church Consistory; C. TWENTY PER CENT (20%) of the rest and residue of my estate to the UNITED CHURCH OF CHRIST HOMES of Annville, Pennsylvania, to be used as determined by the governing body of said organization; D. TWENTY PER CENT (20%) of the rest and residue of my estate to be divided equally among the ZION HILL CEMETERY ASSOCIATION, the SHIPPENSBURG PUBLIC LIBRARY, and the SHIPPENSBURG HISTORICAL SOCIETY to be used for the general purposes of each organization as determined by their respective governing bodies. FIFTH. In the event that any beneficiary of this my Last Will and Testament is under the age of eighteen (18) years, I then give and bequeath said beneficiary's share to and appoint as Guardian of any property which passes under this Will or otherwise, ORRSTOWN BANK, of Shippensburg, Pennsylvania, AS GUARDIAN, NEVERTHELESS, to invest and re-invest the same until the said beneficiary reaches the age of eighteen (18) years, with the following powers in addition to those presently given by law: A. The power to expend the income towards the health, support and maintenance, and education, including a college (both undergraduate and graduate), trade, business or technical school education, of the said beneficiary; B. The power to expend the principal, within the Guardian, if the income is insufficient, towards maintenance, and education, including a college graduate), trade, business or technical school beneficiary; discretion of the said the health, support and (both undergraduate and education, of the said c. The power to sell any and all real estate, within the discretion of the said Guardian; !? .uU,-" T //--a'~&7 -3- (SEAL) MARK, WEIGLE AND PERKINS ,"'~-TOHNE-:YS AT LAW - 115 EAST KING STREET - $HIPPENSBURG. PA 172S7 , D. The power and obligation to distribute the balance of principal and interest, if any remaining, when the said beneficiary reaches the age of Eighteen (18) years, without the necessity of a formal adjudication of the Guardian's account in the Court of Common Pleas of Cumberland County, upon the receipt of a good and valid release; E. The principal of the Guardianship and the income therefrom shall be free from the debts, liabilities, and engagements of those beneficially interested therein, and shall not be subject to assignment by him or her, nor to attachment or execution under any legal, equitable or other process for the enforcement of judgments or claims of any sort against them, either individually or collectively; SIXTH. I nominate, constitute and appoint ADAM R. HEBERLIG of R. D. #1, Newburg, Cumberland County, Pennsylvania, and FRANK A. HEBERLIG of R. D. #1, Newburg, Cumberland County, Pennsylvania, or the survivor thereof, to be the Co-Executors of this my Last Will and Testament. SEVENTH. I hereby direct that all federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such taxes, shall be considered a part of the expense of administration of my estate and that such be paid out of the rest and residue of my estate. EIGHTH. I direct that neither my personal representatives nor Guardians shall be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, RALPH T. HEBERLIG, have hereunto set my hand and seal to this my Last Will and Testament, written on four pages, the first three pages signed " r- a... " '," t- for identification only, this~Q day of /,\~' , 1988. ,~ L ' /; c.. /.L ;- 1-1 &-<.-..,,1-1 ~ (SEAL) -4- MARK, WEIGLE AND PERKINS ~'\TTORNEY5 AT LAW - 115 EASY KING STREET - SHfPPEN$BURG PA \7257 Ii II' I I II signed, I This instrument was by the Testator, RALPH T. HEBERLIG, on the date hereof, published and declared by him to be his Last Will and Testament, in Qur presence, who at his request and in his presence and in the presence of each other, we believing him to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. q- ~h r, , ., -< !.-~'-i..-Y\ A( /) . J' . . ) /1i"rUjC' COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, RALPH T. HEBERLIG, the Testator whose name is signed to the 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. /r o.LJ.L -r H d'("-f-c..~ ,/ Sworn or affirmed to and acknowledged before me by RALPH T. HEBERLIG, the Testator, this..:lSLl day of 1/)w.c.L ' 1988. 7n, E~~M/ Mary' . Seaver., Notary Public Shippensburg. PA Cumberland County !VIr Commission ExpireS July 27, 1990 MARK. WEIGLE AND PERKINS _ ATTORNEYS AT AW t IS EAST KING STREET - SHIPPENSBURG. PA. 1'f251 COMMONWEALTH OF PENNSYLVANIA S5. COUNTY OF CUMBERLAND We, 0/ (0 J ,~ and A.J/fi.--,v C 1\,,': , .J,1Lrt...'-) ,e -' ~ to the foregoing instrument, being duly the witn sses who e qualified according to law, do depose and say that we were present and saw Testator, RALPH T. HEBERLIG, sign and execute the instrument as his Last Will; that he signed willingly and that he 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 the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. 0" ,i'f // v -z-zU? v ( }, /' - " rl ')/J~P/ Sworn or aff' med to before me by '> ' and . 'J . witnesses, YncJuL 7n&;C. ~~ Mary E. Seavers, Notary Public Shippensburg, PA Cumberland County My Co'"!"m;ssion Ey.pi'<:lsJIJ!Y 27, 1990 MARK. WEIGLE AND PERKINS ATTORNf-~YS AT ~_AW 115 EAST KING STHELT SHIPPENSBURG. PA, 112~;' ~ ORRSTOWN BANK TO: Joel R Zullinger 14 North Main Street Suite 200 Chambersburg, PA 17201 FROM: ORRSTOWN BANK PO. BOX 250 SHIPPENSBURG PA 17257-0250 ESTATE OF Ralph T. Heberliq DATE OF DEATH: Julv 16, 2001 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK DECEASED RE (1) CHECKING ACCOUNTS DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST 303909 RalphT. Heberlig 06-01-73 $6,111.97 $1.11 (2) SAVINGS ACCOUNTS DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST (3) CERTIFICATES OF DEPOSIT ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED 5030068252 Ralph T Heberlig 07-16-01 Fogelsanger-Bricker Funeral Home DATE OF DEATH PRINCIPLE & ACCRUED INTEREST $ 3,032.00 n/a Date: 09-18-01 By: Wendy Bullock PO !lox 250 . 5hippensburg, PA 17257 . (717) 532-6114. (717) 532-4143 Fax. www.orrstown.com 12/27/2001 15:11 732-482-2669 PRUDENTIAL PAGE 02/02 Prudential ~ Financial Prudential Mutual Fun~ SerVlces LLC P.O. 80x 8098. Philadelphia, PA 19101 December 27,2001 Joel R Zullinger 14 North Main Street Suite 200 Chambersburg,PA 17201 Dear Mr. Zu1linger, My name is Sarah K. Anderson and I am writing in response to your recenttelephone conversation, regarding I;'rudential Mutual Fund account number 03900215417, regiS1ered as a non-qualified, individual account in the name of Ralph T. Heberlig. Per your request, the accol,lIlt value as of July 16, 2001 is as follows: FUND SHARES PRICE TOTAL High Yield, Class B 3,450.257 $5.93 $20,460.02 1 trust that this information has been helpfuL In the event that you have questions or need . further assistance, please do not hesitate to contact our Customer Service Division at (800) 225-1852, Monday through Friday between the hours of 8:00am and 8:00pm Eastern Standard Time. Sincerely, SauA....K,~ Sarah K. Anderson Account Administrator SENT BY: ORRSTOWN BANK; 7175329342; JAN-2~-O~ 13:48; PAGE ~/3 l : I I ~1 -- DAn '7 - /3-cJ I I ~~Jl~ ~$L{2)~~ i lL_. --= ~ ---=------ C(:~ ~ ~ l.l-A1<s maa.-= I: - - / . ~ 1C;;;::I-tI ~~- fq/ ~ I .:d i J. a J. 50 ,ill..: 000 30:11 'iO~' 3 i!O i! ...000 g, i!~~' 1--' i RALPH T. He:ae:ALIG 11 c_ Av&. PH. 717-1ll1~-7983 NewfSUAG, PA 172:AO 3202 .1,JIdItII ~iInI :-~"----"'f" '. .~ " . ' r-- ':.;' 07-1~'-OI o f<H~ S 119 {.JI.., . ~ ()SOO I 485 10 : BK >051315056-- -""J.__t:"*'.... 0 .. ~~r.z:.....L...~:~. ., , 'i II S3'. 032_ DC)" :1 I, /1.&1&.03'6- . " 'J . ;::.~};t~:..' _ ~'__ ~ .... ' c;:,' , .....,... I .. . ~.:I .. t . c=~. : :' " ,. ..' , e;. .-. '~ItO.l29 elf TEN l12B0.1.11. 7PM07-i 7-0.1 ~: ! lJ .. U '. ~l ~.j,.:\ c:n.~j i ..... ..1 C"o.I ~~ . -l' SENT SY: ORRSTOWN SANK; -------.. I 7175~29~42; I ....-.--.--------.-.....!....---.... RALPH T. HliB8RUG II DAFlfltN A"". _ ?IT~7ge3 NEWBURG, PA 17240 1.'20025889 I . 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