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Home My WebLink About01-1077 PETITION FOR PROBATE and GRANT OF LETTERS Estate of MAURICE HECKLER also known as Deceased. Social Security No. 179-30-3889 No. ~/- 01- IC,., To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner is 18 years of age or older and the Executor named in the last will of the above decedent, dated October 24,1997 and codicil(s) dated [none]. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 121 Walnut Bottom Road, Shippensburg Borough. Decedent, then 97 years of age, died October 17,2001, at Shippensburg Health Care Center, Shippensburg, P A 17257. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ unestimated $ $ $ WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon. ~ ,J, \~~~ Steven J. Heckler 142 Park Place West Shippensburg, P A 17257 (717) 477-1749 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA) : SSe COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best ofthe knowledge and belief of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~........ ~ _ )Jc.::. ..~ before me this / / {:z, day of Steven J. Heckler ~~J?7Iu-U , .aCt' J . lrYrrk(J {I /i~u)1A fJU. {'a. ~~/I.D1 ~J;1--- RegIster / 7~ c23-6 No. 21-01-1077 Estate of MAURICE HECKLER, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, NOVEMBER 27. 2001 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument( s) dated October 24, 1997 described therein be admitted to probate and filed of record as the last will of Maurice Heckler and Letters Testamentary are hereby granted to Steven J. Heckler. Will Book # Page Ynl~(i. ~~ ~.fI.{j.,~~/ ~jb Register of Wills -- r FEES Probate, Letters, Etc. $ Short Certificates( ) $ ~ EXTRA PGS 3 $ JCP $ TOTAL $ 200.00 9.00 9.00 5.00 223.00 Edward L. Schorpp, Esquire (17495) A TIORNEY (Sup. Ct. LD. No.) MARTSON DEARDORFF WILLIAMS & OTTO 10 East High Street Carlisle, P A 17013 (717) 243-3341 Filed NOVEMBER 27. 2001 CALLED ATTORNEY NOVEMBER 28, 2001 p, IPILESIDA T AFlLEIEST A TESI I OSOO-petition.ltr CUMBERLAND REGISTER OF WILLS OF ~ COUNTY OA TH OF SUBSCRIBING WITNESS 21-01-1077 ~~~~~~~~~~~~~~~~~~~~~~ . 9.e.Q:rg~. .~ , . 9.l.e.IJ. flP-.d. . ~~.l).y. . ~'" .~Q~ t.t.e.J; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (each) a subscribing witness to the (will) QcH&1llrl9 presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that they were present and saw Maurice Heckler the testat 0 r , sign the same and that they signed as a witness at the request of testat 0 r inh is presence and (in the presence of each other)~~E:K1im:XlibeKxxxx mbxJrlliog~Qe~X NOTARIAL SEAL SUSAN K. ROTE. NOTARY PUBLIC CHAMBERSBURG BORO.. FRANKLIN CO.. PA MY COMMISSION EXPIRES JUNE 20. 2005 (Name) 1565 B chbill Road Chambersburg, PA 17201 (Address) Sworn to or affirmed and subscribed before me this 8th day of ~,~ember 20 01 X..~/<~~ / - Notary Public X<<~D{ REGISTER OF WILLS OF FRANKLIN COUNTY OATH OF NON-SUBSCRIBING WITNESS ~~~~~~~~~~~~~~~~~~~~~~ ............................................................................................................. . (each) a subscriber hereto, (each) being duly qualified according to law, despose(s) and say(s) that familiar with the signature of testat of (one of the subscribing witness to) the (codicil) (will) presented herewith and that believes the signature on the (codicil) (will) is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 20 (Name) Register (Addre~ (Name) (Address) T:;OY,V l1/~~(, This is to certify that the information here given is correctly copied from an original certificate of death duly ftIed 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 photograpp. No. .~~ ./~ Local Registrar Fee for this certificate, $2.00 p 7808264 C9d"'/'.r 'f A..",,} Date Hl05.I43.....2IST COMUONWJALTH Of' PEHHSYUIAHIA . DEPARTMENT O' HEALTH' VITAL RECORDS CERTIFICATE OF DEATH ,-'-T . ~ 1UCIl_ J.-i . \ . ...... 0# oeaoENT ~... ...... L_ t. -~. -,- - ..... ::"'0 97 v... 01' ..':=:';:::::O.:::.l:r SUPERINTENDENT. WHITE SUR\IMNG~ ".... IIJW......... CUMBERLAND - 121 WALNUT BOTTOM RD. ~ SHIPPENSBURG PA 17257 ---.....-... CO PA i 3 NID 01' R.C. SF.LLERS F.R. 297 PHIlA. AVE. ~. PA 17201 ~_ D1n_ M RN ~ 113~ L- 1"";;/";; /0 ....0 ...Gl .- '-- :-...... I I I . ------... ...............~_......"""l Lt( /...~ ' : ..- 01' OUURV IMJUIIIV AI 'NONC7 DESCNM: HOW INJURY OCCUAAEO. .... 0 ...0 ~ z :!I ~ ~ 1 1.1 1?'.2l.b ,'ll Law Offices GLEN & GLEN 306 Chambersburg Trust Bldg. Chambers burg, Pa. 17201 " . ' 21-01-1077 LAST WILL AND TESTAMENT I, MAURICE HECKLER, a resident of Greene Township, Franklin County, Pennsylvania, being of sound mind and memory, do make, publish and declare this my last will and testament, hereby revoking any and all wills by me heretofore made. ITEM I. I direct my executor, hereinafter named, to pay my funeral expenses as soon after my decease as may be found convenient, and also to pay all estate, inheritance, succession and other death transfer taxes, of whatever nature and by whatever jurisdiction imposed and interest and penalties in respect thereto, assessed against my estate or payable by reason of my death, with respect to any and all property, life insurance and other interests comprising my estate for death tax purposes, whether or not such property or interests pass under this will or any codicil thereto, without reimbursement as if such taxes were administration expenses. ITEM II. I give, devise and bequeath all my estate, real, personal and mixed, of whatever nature and wheresoever situate, which I may own or have the right to dispose of at the time of my decease, to my wife, MARJORIE M. HECKLER, if she is living at the time of my decease. ITEM III. In the event my wife, MaIjorie M. Heckler, is not living at the time of my decease, then I give, devise and bequeath all my estate, real, personal and mixed, of whatever nature and wheresoever situate, which I may own or have the right to dispose of at the time of my decease, as follows:- (A) I give and bequeath certain items of personal property as more fully set forth on a list which I have placed with my will, and I direct my executor hereinafter named to make dis- tribution of those items in accordance with said list. (B) All the rest, residue and remainder of my estate, real personal and mixed, of whatever nature and wheresoever situate, which I may own or have the right to dispose of at the time of my decease, as follows:- /2 <<' /7 / ", ~/. ".":"'; // .f .!41If>i-e/,--, /. 'lcc/:;;lj:/v Law Offices GLEN & GLEN 306 Chambersburg Trusr Bldg. Chambersburg, Pa. 17201 f' " (1) A fifteen percent (15%) share to my son, JAMES R. HECKLER, or his issue, per stirpes. (2) A fifteen percent (15%) share to my son, DAVID M. HECKLER, or his issue, per stirpes. (3) A twenty percent (20%) share to my grandson, STEVEN 1. HECKLER, or his issue, per stirpes, said gift being a special thank you from me for his advice and guidance. (4) A ten percent (10%) share in equal shares to my grandchildren, THOMAS L. HECKLER, WILLIAM D. HECKLER, KAREN A. STATHAS and JAMES R. HECKLER, JR., or their issue, per stirpes. (5) A ten percent (10%) share to my grandson, STEVEN 1. HECKLER, of Cham- bersburg, Pennsylvania, IN TRUST NEVERTHELESS, for the benefit of my daughter, A. LOUISE HECKLER, for the following uses and purposes, and under the following conditions:- (a) My trustee shall consider all other sources of income or benefits for my daughter and any individual assets of my daughter or income and services provided from any and all government, state or other programs which may benefit my daughter. (b) My trustee may accumulate income and/or principal and/or may dis- tribute accumulated income and/or principal in its absolute discretion for the benefit of my daughter. As my daughter likely will never be able to function independently and/or handle funds, I direct that such funds not be given to her directly, but shall be paid to and for the services directed in this trust. In my trustee's absolute discretion, which may include refusal and/or withholding of payment of any or all funds, if such payment would disqualify my daughter for governmental or state programs providing benefits to her, my trustee shall use the funds for the enhancement of the beneficiary's quality of life including medical services which may not be ")l7ALtd. ta... /;6/d:L;~- Law Offices GLEN & GLEN 306 Chambersburg Trust Bldg. Chambersburg, Pa. 17201 " t. ... covered by other programs, vacations, travel, recreation, entertainment, clothing, companionship, special rehabilitative education or training, special medication, psychological care, speech therapy, communication aids, and any other aid or thing which may enhance my beneficiary's quality of life. Distribution of income and/or principal is to be made only to supplement and not to supplant otherwise available state or federal benefits, and only if other resources of the beneficiary, including those stated above are insuffi- cient for the level of support to which my daughter has been accustomed in the past. (c) I authorize my trustee to make the aforesaid payments to the person having custody of my daughter, or such institution, educational or other- wise, as may be providing designated items or services in the above paragraph to my daughter, and are entitled to payment for the same. The amount of payments, the time of payments and the person to whom pay- ments are made shall be determined absolutely in the discretion of my trustee from time to time. (d) Upon the death of my daughter, A. Louise Heckler, the trustee shall pay the funeral expenses of my daughter, if not previously paid, and there- after retain in further trust the balance of the trust estate and all accumula- tion of income under the same terms and conditions for the benefit of my granddaughter, BETHANY E. HECKLER. Upon the death of my grand- daughter, Bethany E. Heckler, the trustee shall pay the funeral expenses of my granddaughter, if not previously paid, and thereafter distribute the balance of the trust estate and all accumulations of income, free and clear of the trust, to Bethany's sister, JENNIFER MARIE HECKLER, or her issue, per stirpes. (6) The interest of my daughter, A. Louise Heckler and my granddaughter, Bethany E. Heckler, shall not be subject to anticipation or to voluntary and involuntary alienation until distribution is actually made. '----- . );J tf:/I/I L<.~ 4cLie~~/ Law Offices GLEN & GLEN 306 Chambersburg Trust Bldg. Chambersburg, Pa. 17201 .- .. I, ITEM IV. I nominate and appoint FINANCIAL TRUST SERVICES COMPANY, of Chambersburg, Pennsylvania, guardian of the estate of any person under the age of 18 years and with respect to which I am authorized to appoint a guardian and have not otherwise done so, to serve until such persons attain the age of 18 years, and no bond shall be required of said guardian; said guardian shall have the power to use principal as well as income from time to time for the maintenance, education and medical care of such beneficiaries under the age of 18 years. ITEM V. I hereby nominate and appoint my grandson, STEVEN J. HECKLER, executor of this my last will and testament, and direct that no bond shall be required of said executor. IN WITNES~ WHERE~e hereunto set my hand and seal to this last will and testament, this )... t.{ day of ca , A. D. 1997. ')I:W//Ll''u.. /6:cU~/ (SEAL) Maurice Heckler SIGNED, SEALED, PUBLISHED AND DECLARED by the said Maurice Heckler 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. '---. ~~~ ~ ~QktVl) "v / /J "7 ~7 / /- DL. ,-' - (---. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REY-1U1 EX AFP [81-021 lieu) '02 t1AR-8 DATE ESTATE OF DATE OF DEATH f) 1 :19FILE NUMBER I COUNTY ACN 03-04-2002 HECKLER 10-17-2001 21 01-1077 CUMBERLAND 101 MAURICE EDWARD L SCHORPP MARTSON ETAL 10 E HIGH ST CARLISLE C:2n PA 170y!lInb8,. A.ount R..iUed MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this for. with your tax pay.ent. CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=i60'-ix-AFP--foY=02Y------...--iNirERiTANC'E-TA3f-sTAfEME-riT-OF-ACCOUNf--.-..------------------ --- ESTATE OF HECKLER MAURICE FILE NO.21 01-1077 ACN 101 DATE 03-04-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-19-2002 P R I N C I PAL TAX DUE: ....nm.nm...n..n...n.n....n.....n.n....n............................................._................nm...n.................................._.n..................................................... 7,337.39 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-16-2002 CDOO0759 366.87 6,970.52 TOTAL TAX CREDIT 7,337.39 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) ~ /- / "r" i' t..... F: IFlLESIDA T AFlLElEST A TESI 100000nolice.cer CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: MAURICE HECKLER Date of Death: October 17, 2001 File No. 2001-01077 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 or about January 16,2002. James R Heckler 1204 SW 19th Lane Cape Coral, FL 33991 Steven 1. Heckler, individually and as trustee for A. Louise Heckler 142 Park Place West Shippensburg, P A 17257 Karen A. Stathas 16102 Flagg Pond Lane North Fort Myers, FL 33917 David M. Heckler 1295 Red Oak Lane Port Charlotte, FL 33948 Thomas L. Heckler 735 Bradley Road, Apt. 402 Ocean City, MD 21842 James R Heckler, Jr. 1229 SW 53rd Terrace Cape Coral, FL 33914 A. Louise Heckler Shippensburg Health Care Center 121 Walnut Bottom Road Shippensburg, P A 17257 William D. Heckler RR. 1, Box 295 Northumberland, P A 17857 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: January 16, 2002 Signature Name ~~~ Edward L. Schorpp, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, P A 17013 (717) 243-3341 Attorneys for Personal Representative .0 '7) o C? co ...- :."';1 z ~ -, o ",) o '0 mCl: a:: ~ +~ .:, .0 ::s:: (i)= -- .... au COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: EDWARD L SCHORPP ESQUIRE 10 EAST HIGH STREET CARLISLE, PA 17013 ____un fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: SSN: 179-30-3889 FILE NUMBER: 21-2001- 1077 DECEDENT NAME: HECKLER MAURICE DA TE OF PAYMENT: 01/16/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/17/2001 ACN ASSESSMENT CONTROL NUMBER 101 TOTAL AMOUNT PAID: REMARKS: STEVEN HECKLER C/O EDWARD SCHORPP ESQUIRE CHECK#103 SEAL I I INITIALS: VZ RECEIVED BY: REV-1162 EX(11-96) NO. CD 000759 MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS AMOUNT $6,970.52 $6,970.52 /1-d 3 - (0 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z806Dl HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISE"ENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESS"ENT OF TAX Reelx; DATE ESTATE OF DATE OF DEATH FILE NUMBER :23 COUNTY ACN 02-26-2002 HECKLER 10-17-2001 21 01-1077 CUMBERLAND 101 EDWARD L SCHORPP MARTSON ETAL 10 E HIGH ST CARLISLE .02 MAR-1 "11 t\, ~ *' Clv'. REV-1547 EX AFP 181-021 MAURICE Cl,8r~.:. Allount Rellitted P A 1 7 Ol~ll t.n,:., MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=is4-i-E3f-AFP--foY=02Y-iioYicE--OF-YNHErfiiAifci-YA'X-A-PPR;fisEMEiiT~--AL:rowAifci-ifR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HECKLER MAURICE FILE NO. 21 01-1077 ACN 101 DATE 02-26-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. "ortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/"isc. 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 .00 .00 .00 127,644.83 .00 46.000.00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/"isc. Expenses (Schedule H) 10. Debts/"ortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 10.036.77 555.00 (11) (12) (13) (14) NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent. 173.644.83 10.591 17 163.053.06 .00 163.053.06 NOTE: I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rate (IS) 16. A_ount 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 .00 X 00 = .00 163.053.06 X 045 = 7.337.39 .00 X 12 = .00 .00 X 15 = .00 (19)= 7.337.39 TAX CREDITS: n~v~.. , l+J A"OUNT PAID DATE NU"BER INTEREST/PEN PAID (-) PAYMENT MUST BE MADE BY 07-17-2002~. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 7.337.39 INTEREST AND PEN. .00 TOTAL DUE 7.337.39 · IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.) 0,,1/ V/ REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992)~ Name of Decedent: MAURICE HECKLER Date of Death: October 17,2001 File No.: 21-01-01077 Social Security No. : 179-30-3889 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state thefollowing: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' 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 x 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: July 11, 2002 Signature: Name: Address: -~~, Edward L. Schorpp, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, P A 17013 (717) 243-3341 Counsel for personal representative F IFILESIDA T AFlLEIEST A TES\ 10500 I. wpd .. REV-1500 COMMONWEALTHO'PENN'YLVAN" I INHERITANCE TAX RETURN FIlE NUMBER _~:;:~~:r~~\:::~ _ RESIDENT DECEDENT .~ . COUN~CO,,"- '-~R__ --"DECEDENTS NAME (LAST. FIRST, AND MIDDLE "INITIAL) - -- --._-- -- -- --- --------T '----SOCIAL SECURITY NUMBER---- iHECKLER,MAURICE 1179-30-3889 ~~~; ~;~~,uu'Y"R>-~':;;:O(:M'U~Y"") - -- - . I THIS RETUR~~U~~:;:~~~D:I~~~E "1H-THE (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) -.-. - '-1 SOCIAL SECURIlYNUMBEIl- -- - R~V.1SNEX.(a.OO) - IlII .. ~ 0 "~!:1 frlfg IlII :Z::~-1 ,,~.. ~ ~ 10 -"-----c::r---ZSupplemental Return --------o~emalnderHeturll(CSfe-oroealh-pno(To-~f3~- o 4a. Future Interest Compromise (dale of death 0 5. Federal Estate Tax Return Required after 12-12.82) o 7. Decedent Maintained a Living Trust (Attach 1 8. Total Number of Safe Deposit Boxes copy of Trust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ~ z .. Q .. f;l Q 1. Original Return 4. Limited Estate 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received OFFICIAL USE ONLY /J-23-(Y t, 01077 NUMBER o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) COMPLETE MAILING ADDRESS ~ ~ 'rf~dN:~:~f~;P~~::~ - - ----- -I . 8 ~ . Martson Deardorff Williams & Ott"-_____I b~r~i~~~,~lhl~~~~t rt"ELEPHONE NUMBER c.1217/~43-3341_=~_~~=~~~~ i __=~==~~~~~==_~~~~=_ 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z Q 5 ~ ~ ~ " w a: 4. Mortgages & Notes Receivable (SchBdule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property (Scheduie 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) (1) (2) None OFFICIAL USE ONLY 11. TOtBI Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) No~~' (3)- --Nom} , ------.-------t.:~ ~ :0 ::rim S~ 9 (4) L ?:: None (5) 127,644.83 ~ Q) (6) None (7) 46,000.0e; (8) 173,644.83 (9) 10,036.77 -'---------..--- (10) 555.00 (11) 10,591.77 (12) 163,053.06 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 minus Line 13) (13) (14) 163,053.06 --- --- ---____________n_._____________________.____________ _________ 15.Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (15) x ,00 163,053.06 x .045 (16) 7,337.39 Z Q ~ ~ 5 ~ ~ o " ~ I 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 x .12 (17) 19. Tax Due x ,15 (18) (19) 7,337.39 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20. 0 ~_'__!~m_mu u . _ . ~ _ Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) - Decedent's Complete Address: STREET ADDRESS 121 Walnut Bottom Road 'cJTy- Shippensburg Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount --,STATE PA - I ZWi7257 (1) 7,337.39 - --3oo.llT 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 366.87 Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This Is the BALANCE DUE. (3) (4) 0.00 (5) (SA) (5B) 6,970.52 6,970.52 Make Check Payable fa: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;............................................................................. 0 ~ b. retain the right to designate who shall use the property transferred or its income;................................ 0 181 c. retain a reversionary interest; or............................................................................................................ 0 181 d. receive the promise for life of either payments, benefits or care?.......................................................... 0 181 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.. ..... .............. ... ...... ........ ............ ....... ......... ................... ........................... 181 0 o 181 o 181 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?...... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?............. ... ............................. ............................ ...................... ................ Un-dei penalties of peljury. I dl!clare that I haveexarnined this return, induding 'accomPanying schedules and stateme'nts. and to the best o(my knoWledge-and belief, it Is true. correct and complete:- DeclaratiOll of preparer other than the personal representative Is based on all lnformatiOll Ofwhich preparer has any knowledge. ~~:J::;:~Bf~-=~:: ~~tp~~b~~~~Ch257= == =- I:-;~ L ------;\DDREss---- _n ____n_ 10 East High Street Carlisle, PA 17013 --~-- I-IS -0 =< 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 survivin9 spouse is 3% [72 P.S. 39116 (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 to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P .S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116 1.2) [72 P.S. 39116 (a) (1 )J. . The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ---- taLI SCHEDULE E ~ CASH, BANK DEPOSITS, & MISC. COMMONWEALTHO'P<NNSYlVAN<A L PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ---.------- - --- - - - --__u___.__---.-L.-.-.____ ___'_,__ ESTATE OF -- -- ----~- -----"------------- -.- ---,FILE f\iuMBER---- __ HECKLE~, MAURICE__________ _ _~~l _ 01 _ 01077 _ 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 "---r- ~--"--- ',-- --.----.---......--- -.--..-..--.----- -- DESCRIPTION VALUE AT DATE OF DEATH -50,283.70 M&T Bank, Checking #334 I 6iUoint with spouse who predecease~-------- 2 M&T Bank, C.O. #31003908273277 23,832.56 3 M&T Bank, C.O. #31003910594893 29,542.16 4 M&T Bank, C.O. #31003910777613 5,454.01 5 Unitas Bank, C.O. #04251210000397 11,027.09 6 Robert G. Sellers Funeral Home, prepaid funeral account 4,425.00 7 Shippensburg Health Care Center, refund of credit balance 2,163.78 8 PSERS, prorated pension for October 916.53 9 Note: All personal property was disposed of prior to death ___"_n..____._.____.__._.._..___._._..._.__...._._ TOTAL (Also enter on Line 5, Recapitulation) 127,644.83 --- *' SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ~ --~_.__...__._-_._-_.., .--- ESTATE OF HECKLER, MAURICE I FILE NUMBER 1 21-01-01077 This-s-chedule must be.completed and filed if the'answer to imy of question.s 1 t-hrough 4 on page 2 is yes. ------ ---- --- E;';--I"-- [)ESCRlp:T10N OF PROPERTY --r;;;;:;~ OF ~EAT~l% OFI--'- -,-- IT " ,'oo','e Ihe,oame of,'he lca""e"",. Ihe, ir relatlon,'hlP 10 ,eoe,e",', "dthe ',,' te oflra,",le',,~, ALUE OF ,SSE~! DECD'S I EXCLUSION, 'I' T, AXABLE VALU"E NUMBER . Atlo'" "opy ofthe 'eed 10lle" e'~te L A lINTEREST(APPLlCABLEI --I '-+Cash on'8/22/01 to James Heckler, Sr:, son - - --1- '10,000.001-\00% 3,OOO:00j--'-7,OOO.OO - 2 ! Cash on 8/22/01 to Karen Stathas, granddaughter 10,000.001 100% 3,000.001 7,000.00 3 Cash on 8/22/01 to James Heckler, Jr., grandson 10,000.001 100% 3,000.00! 7,000.00 4 , Cash on 8/24/01 to David M. Heckler, son 10,000.001 100% 3,000.001 7,000.00 5 1 Cash on 8/24/01 to Thomas L. Heckler, grandson 10,000.001 100% 3,000.001 7,000.00 6 ! Cash on 8/24/01 to William D. Heckler, grandson 10,000.001 100% 3,000.001 7,000.00 1 5,000.00 100% 3,000.001 1 5,000.00 100% 3,000.001 7 I Cash on 9/10/01 to Harriett Heckler, daughter-in-law 2,000.00 8 1 Cash on 10/1101 to Nick Stathas, grandson-in-Iaw 2,000.00 I I I J---I__..L__L_ ___ 46,000.00 TOTAL (Also enter on line 7, Recapitulation) ! *' SCl-EDULEH FlINERALEXPENSES& ADMNS1RATlVECOSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX ReTURN L RESIDENT DECEDENT - - --- ----~--~________1 ___~~____~~_ ESTATE OF HECKL~R, MAURIC-;---------jFii..E NUMBER---- _________________L_21-01-01077_ Debts of decedent must be reported on Schedule I. ITEM I NUMBER A--I FUNERAL EXPENSES'-~- - ---.--..-~ I Robert G. Sellers Funeral Home, Inc., Chambersburg, P A B. 2 ------ DESCRIPTION ~-------- -IAMOUNT- - -----1------ I 4,597.00 163.77 I I I Green Thumb Nursery and Florest, funeral flowers 3 Pastor Beth Lupolt, funeral service 150.00 4 Sherry Fahnestock, funeral service organist 100.00 5 Linda Miller, funeral reception 200.00 6 Shull-Koontz, Chambersburg, p A, inscription on monument 85.00 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): 2. Street Address City State Zip Year(s) Commission paid Altomey's Fees Martson Deardorff Williams & Otto (estimated) 4,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 4~ City Relationship of Claimant to Decedent Probate Fees Register of Wills of Cumberland County, PA 223.00 State Zip 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. I Other Administrative Costs Register of Wills, Short Certificate Register of Wills, filing fee, inheritance tax return Reserved for additional probate fee, filing fees and other miscellaneous expenses 3.00 15.00 500.00 2 3 -- L - ------ -- - TOTAL (Als~ enter on line 9, RecaPltulatlo~-f- -- --10,036.77- I - .\aLI SCHEDULE I I ~ i DEBTS OF DECEDENT, MORTGAGE COMMONWEALTHO'PENNS"'-VAN'A ~ LIABILITIES, & LIENS I INHERITANCE TAX REnJRN _~ES~DENTDECEDENT _ _ _ _ _ _ _ _ __ ~ ESTATE OF HECKLER, MAURICE - IFiLE NUMBER- -- 21 - 01 - 01077 -_..._._--_._----.~_.._----------_.- Include unreimbursed medical expenses. ITEM NUMBER -T DESCRIPTION -------- Pharmacy account (not covered by insurance ---- ----'-- - ------... --- AMOUNT 555.00 - -...-------.,.-...---..- --..--..---.---------- -- TOTAL (Also enter on Line 10, Recapitulation) -- 555.00 - . SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I I __L ESTATE OF HECKLER, MAURICE --- ----..---.-----..--- -------....-----..--- -- ---- --....----.-- --._----._---._- - I _ N.UMBER1 ~ME AND ADDRESSOF PERSON(S) RECEIVING PROPERTY_ I. . TAXABLE DISTRIBUTIONS (include outright spousal distributions) I 1 James R. Heckler 1204 SW 19th Lane 1 Cape Coral, FL 33991 ! 2 David M. Heckler 11295 Red Oak Lane Port Charlotte, FL 33948 3 . Steven J. Heckler 142 Park Place West Shippensburg, P A 17257 4 I Thomas L. Heckler . 735 Bradley Road, Apt. 402 I Ocean City, MD 21842 I FILE NUMBER 21 - 01 - 01077 __ L_ ___ RELATIONSHIP TO DECEDENT t--~IJt..l:mJtuttL I Son , I AMOUNT OR SHARE OF ESTATE -r i 15% estate residue I Son 115% estate residue Grandson I 120% estate residue Grandson 10% estate residue See Continuation Schedule(s) attached I I Enter dollar amounts for distributions shown above on lines 15 through 17, as appropriate, on Rev 1500 cover she t I NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT ,BEING MADE ! II. 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTiONS ----- -- ..- --- ..-.....-..--..---. -- ----- - TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHE T --- SCHEDULE J I COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES continued L INHERITANCE TAX RETURN RESIDENT DECEDENT --...------...___..__----1______________.__.._____ _'0'_0. ._____~___.__.__ __,__ ESTATE OF-~- ------- ------ -jFii.E NUMB~ER ------ HECKLER, MAURlCE 21 _ 01 _ 01077 I --:~ME A~D ADDRESS OF PERSON(S) RECEIVING PROP~TY- ~~;6~~~~~ TOI AMOUNT ORSHAR~ -- ..t - Do N~t_ List T~stee!~L_'I_ ~~ ESl"ATE rrAxABUi, DISTRIBUTIONS (i~cludeoutright spou~al di~tributio~~- . 5 William D. Heckler Grandson 110% estate residue ! ~~~:~:rl::'~, PA 17857 I. . NUMBER I. 6 1 Karen A. Stathas . 16102 Flagg Pond Lane I North Fort Myers, FL 33917 Granddaughter 110% estate residue 110% estate residue 7 I James R. Heckler, Jr. 1229 SW 53rd Terrace I Cape Coral, FL 33914 I 8 . Steven J. Heckler, Trustee fbo A. Louise Heckler 1121 Walnut Bottom Road , Shippensburg, P A 17257 I I Grandson Daughter 10% estate residue -----___L____ _1____ Page 2 of Schedule J ~M&fBank December 7, 2001 RE: Estate Search The Estate of: Date of Death (0.0.0.) MAURICE HECKLER 10/17/2001 To Whom It May Concern: Identified below is the account information requested. 1. M&T Bank accounts in which the decedent's name appears: Account Account Number Account Title Opening Branch Type CHK 334162 MAURICE HECKLER 4338 OPENED 9/71 MARJORIE SHECKLER CD 31003908273277 MAURICE HECKLER 4327 OPENED 10100 C/O STEVEN HECKLER CD 31003910594893 MAURICE HECKLER 4338 OPENED 12/99 C/O STEVEN HECKLER CD 31003910777613 MAURICE HECKLER 4338 OPENED 4/00 C/O STEVEN HECKLER 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed No Safe Deposit Box titled in the Decedent's name existed at our office. D.O.D. Accrued Interest Balances (Includes AccL Int.) $50,283.70 $8.1 I $23,832.56 $53.66 $29,542.]6 $1484.43 $5454.01 $162.45 Account Description If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724- 2440 outside of the Buffalo, I\I'Y caliing area. Thank you. Sincerely, M&T BANK CORPORATION BY: ~ ,(/L1!-.L, A~ --C---.,...--, ~ Authorized Signature DATE: /2--' -0 i -~-----l-~_~_.______..______.~ SC.H. \\ E", X.)...,-7Y1S 1-4 Manufacturers and Traders Trust Company. 1100 Wehrle Drive, PO. Box 767, Buffalo, NY 14240-0767 - 15 South Main Street PO. Box 777 Chambersburg, PA 17201-0777 717-267-1776 [lNlJJ~~~cud ,'"',',, Of. FIRST COMMONWEALTH B,~~~ 501 Penn Street P.O. Box 385 Hunbngdon, PA 16652-0385 814-643-0350 December 31, 200 I Martson Deardorff Williams & Otto Ten East High Street Carlisle PA 17013 ATTN: Corrine L Myers RE: Maurice Heckler Estate Dear Ms Myers; On October 17, 200 I Unitas Bank had only one open account in the name of Maurice Heckler. That account was a Certificate of Deposit in Mr Heckler's name alone. This Certificate, #04251210000397, was opened July 17, 1999 and is still open as of this date. The balance on October 17, 2001 was $11,025.53 with an additional $1.56 interest accrued to that date. If you have any questions you can reach me at 800-346-7478, extension 4902. Sincerely, ~. . ~. -)., )'U-'0 0- S) j--J .' Joyce B Easter Community Service Representative Sf.:.. H. ''-E', T+e?T\ S I AGREEMENT FOR PRE-ARRANGED FUNERAL MADE THIS II (Name) /"'.. .", day of !)j~LI '- ~, :" , 19~. by and between I c' ";".,"'6 '~;N "It( f"rf-'~'~' (Streel address) l'I/,- hereinafter referred to as "Funeral Director"; ,of -}TIAN." t'IV- AND (Name) ~... .:::',+-' ','.. ~ i ~~. ,01 (Street address) hereinafter referred to as "Purchaser". e.j,i.....". ", WHEREAS. FunEN'al Director Is licenSed under Section 13(0) of the Funeral Director Law, Act of January 14, 1952, P.l. (1951) 1898 ("Statute" to provide funeral goods and services In the Commonwealth of Pennsylvania; and WHEREAS, Funeral DIrector and Purchaser wish to enter into this Agreement wherein Purchaser agrees to pay the contracted costs of Specified funeral goods and services, which Funeral Director guarantees to provide and to perform upon the death of the IndIvidual named below (hereinafter referred to as "Reclp"lent") ;">'IA'/U? Il~Cnl"-l"i (Name) ,. .,r ,-'t-?l, .;,V~-) //.:~ (Street Address) ! /7 -'Ie -3 '18'1 (Social Security ~ ,. (Mailing Add,:,!') ('/l/t/vf!Jf!"f,'S.3UI!G, {-/1 (City State) 17:l()t (ZlpCodet NOTICE TO PURCHASER 1) DO NOT SIGN THIS AGREEMENT BEFORE YOU REAO IT OR IF IT CONTAINS ANY BLANK SPACE. 2) YOU ARE ENTITLED TO A COMPLETELY FILLED. IN COPY OF THIS AGREEMENT. 3) UNDER THE LAW, YOU HAVE THE RIGHT TO PAY OFF IN ADVANCE THE FULL AMOUNT DUE AND UNDER CEATAIN CONDITIONS TO OBTAIN A PARTIAL RE. FUND OF THE FINANCE CHARGE, IF ANY. (Area Code) (Telephone Number) NOW THEAEFORE, II)( and in consideration of the amounts her8tna#ter mentioned to be paid by Purchaser to Funeral Director, and Intending to Iegalty bound hereby, the parties hereto agree as follows: 1. FUNERAL SERVICE In consideration ot the payments provided hereln,- Funeral Director, Its successors and assigns, agree to render for the Recipient a funeral and to furnish the complete fun8f'al Service mor~partlC\Jlarly described In Appendix "A", which Appendix has been signed by all parties hereto and which Is attactled hereto and made a pan hereof, for the final rites of Recipient at a place within tne-clrcle having lis center at Funeral DlreC1I)('s place of buslneas set forth on page one (1) 0' this Agreement and 8 radius of twenty-five (25) miles {the "Ser. vice Area;. All funeral property and services shal4 be furnished 8t 1he prices listed In Appendix "A", regardless of further prtce Incresses, except th~ _ (a) If on the date 0' death of Recipient, Funeral Director customarily cl1arges an additional fee 'Of 'uneral services rendered on Saturdays, Sundays or legal holidays of the Commonwealth of PennSylvania, Funeral DIrector may charge an additional, fee If the final rites of Recipient are held on any such day; (b) The pl'lce 01 any property and services provided-by third parties In connection with the-final rites of Recipient 'or which Funeral Director advances cash In payment ("Cash AdvartC~lt.ems") shall be guaranteed only for those Cash Advance Itemsltstedin Appendix "A" for which a specific dollar amount Is stated; and (c) Additional charges may be Imposed In the event of Recipient's death outside the Service Area or In the event arrangements are made with another funeral director as provided in paragraph 9 of this Agreement. 2. SPECIAL INSTRUCTIONS Funeral Director promls" to make a reasonable effort to implement the special instructions set out on Appendix "B", which Appen- dix nas been signed by all parties hereto and is attached hereto and made a part hereof, in connection wltn the Funeral Director's aervice. Tne partlas expressly agree that FUneral Director shall be required only to make a reasonable effort to follow said Instruction. 3. FINANCIAL AGREEMENT Purchaser agrees to pay the total price in tnll amount and manner as shown below and hereby appoints the Funeral Director as Its agent and attorney In fact to execute the Irrevocable Trust Agreement as of the date nereot among Purchaser, Funeral Director and Penn Central National Bank ("Trust Agreement"), to deposit such payments/N TRUST pursuant to the Irrevocable Trust Agreem&nt, and to ar- range for the fl)(egofng funeral service all as hereinafter provided: NOTICE TO PURCHASER: THIS AGREEMENT IS SUBJECT TO THE ADDITIONAL PROVISIONS SET OUT IN THE IRREVOCABLE TRUST AGREEMENT OF EVEN DATE HEREWITH ENTERED INTO BY'AND BETWEEN FUNERAL DIRECTOR, AS AGENT AND ATTORNEY IN FACT FOR PURCHASER AND PENN CENTRAL NATIONAL BANK, A COPY OF WHICH IS ON FILE WITH FUNERAL DIRECTOR AT HIS HEREINBEFORE MENTION. ED PLACE OF BUSINESS FOR INSPECTION BY PUROHASER DURING REASONABLE BUSINESS HOURS AND WHICH PURCHASER HAS EXAMINED PRIOR TO EXEct:lTION OF THIS MiREEMENT. PURCHASER FULLY WARRANTS AND REPRESENTS THAT HE IS FAMILIAR WITH THE CONTENTS OF THE IRREVOCABLE TRUST AGREEMENT, AND THAT HE ENTERS INTO THE PRESENT AGREEMENT WITH FUNERAL DIRECTOR WITH THE COMPLETE KNOWLEDGE AND UNDERSTANDING THAT FUNERAL DIRECTOR SHALL DEPOSIT THE SUMS RECEIVED HEREUNDER INTO THE TRUS.T CREATEDiliY THE IRREVOGABLE TRUST AGREEMENT, AND THAT SAID DEPOSITS THEREAFTER SHALL BE SUBJECT TO ALL TERMS AND CONDITIONS OF THE IRREVOCABLE TRUST AGREEMENT. NO WARRANTIES THERE ARE NO WARRANTIES OF MERCHANTABrLll'Y OR FITNESS FOR-A PARTICULAR PURPOSE EXTENDED BY THE PUNERAL DIRECTOR. THE ONLY WARRANTIES, EXPRESSED OR IMPLIED, WHICH ARE GRANTED IN CONNECTION WITH THE MERCHANDISE TO BE SOLD UNDER THIS AGREEMENT OR THE SERVICES TO BE PROVIDED HEREIN AFfF THf EXPRESS WRITTEN WARRANTIES, IF A!,.,', EXTENGEO OY fHi: MAJliiJFAl.:TUHt:'FrS m: THE MERCHANDISE SOLD, NO SUCH WARRANTIES ARE EXTENDED BY THE FUNERAL DIRECTOR, AND ONLY THE MANUFACTURER AND NOT THE FUNERAL DIRECTOR SHALL HAVE ANY LIABILITY UNDER SUCH WARRANTIES. In consideration of the servlc8.1l and other Items set out on Appendix "A", Purchaser promise,s to pay to Funeral Director, or his suc- cessors and assigns, until paid In '1.111, at such place as Funeral Dlrectl)( may designate in wrlUng in accordance witt\the followlngsC;hedule. Lump Sum Purchase ..;...; q 5: ::. ,.~ Contract Price $ 0"" '--t---r MO./DayIYr. InstaUment Purchase Total Purchase Price $ (Amount paId upon completion of payment schedule) Initial Payment $ Due Unpaid Balance $ Regular Periodic Payment NO._Monthly $ I I Mo./Day/Yr. First Payment Due I I MOJDay/Yr. 5C H - "1:>_ Ik."", ~ .' r::o, /", _ f(\.l '('11' ",'on ro I \ ~ i! ~.. ~~)[j L, LAST WILL AND TESTAMENT I, MAURICE HECKLER, a resident of Greene Township, Franklin County, Pennsylvania, being of sound mind and memory, do make, publish and declare this my last will and testament, hereby revoking any and all wills by me heretofore made. ITEM I. I direct my executor, hereinafter named, to pay my funeral expenses as soon after my decease as may be found convenient, and also to pay all estate, inheritance, succession and other death transfer taxes, of whatever nature and by whatever jurisdiction imposed and interest and penalties in respect thereto, assessed against my estate or payable by reason of my death, with respect to any and all property, life insurance and other interests comprising my estate for death tax purposes, whether or not such property or interests pass under this will or any codicil thereto, without reimbursement as if such taxes were administration expenses. ITEM II. I give, devise and bequeath all my estate, real, personal and mixed, of whatever nature and wheresoever situate, which I may own or have the right to dispose of at the time of my decease, to my wife, MARJORIE M. HECKLER, ifshe is living at the time of my decease. ITEM III. In the event my wife, Marjorie M. HeckIer, is not living at the time of my decease, then I give, devise and bequeath all my estate, real, personal and mixed, of whatever nature and wheresoever situate, which I may own or have the right to dispose of at the time of my decease, as follows:- (A) I give and bequeath certain items of personal property as more fully set forth on a list which I have placed with my will, and I direct my executor hereinafter named to make dis- tribution of those items in accordance with said list. (B) All the rest, residue and remainder of my estate, real personal and mixed, of whatever nature and wheresoever situate, which I may own or have the right to dispose of at the time of my decease, as follows:- Law Offices GLEN & GLEN -~ .).~/' // i,'/' / L:. '.-4T//.r:'.l"t?:.<-' /,t;~:c:l-;1--k-'~"" " Chambersburg Trust Bldg. Chambersburg, Pll. 17101 " (I) A fifteen percent (15%) share to my son, JAMES R. HECKLER, or his issue, per stirpes. (2) A fifteen percent (15%) share to my son, DAVID M. HECKLER, or his issue, per stirpes. (3) A twenty percent (20%) share to my grandson, STEVEN 1. HECKLER, or his issue, per stirpes, said gift being a special thank you from me for his advice and guidance. (4) A ten percent (10%) share in equal shares to my grandchildren, THOMAS L. HECKLER, WILLIAM D. HECKLER, KAREN A STATHAS and JAMES R. HECKLER, JR., or their issue, per stirpes. (5) A ten percent (10%) share to my grandson, STEVEN 1. HECKLER, of Cham- bersburg, Pennsylvania, IN TRUST NEVERTHELESS, for the benefit of my daughter, A. LOUISE HECKLER, for the following uses and purposes, and under the following conditions:- (a) My trustee shall consider all other sources of income or benefits for my daughter and any individual assets of my daughter or income and services provided from any and all government, state or other programs which may benefit my daughter. Law Offices (b) My trustee may accumulate income and/or principal and/or may dis- tribute accumulated income and/or principal in its absolute discretion for the benefit of my daughter. As my daughter likely will never be able to function independently and/or handle funds, I direct that such funds not be given to her directly, but shall be paid to and for the services directed in this trust. In my trustee's absolute discretion, which may include refusal and/or withholding of payment of any or all funds, if such payment would disqualify my daughter for governmental or state programs providing benefits to her, my trustee shall use the funds for the enhancement of the beneficiary's quality of life including medical services which may not be GLEN & GLEN Chambersburg Trust Bldg. ::hambersburg, Pa. 1 nor ') !,. ;' I /'// ' / /, . ,/ I, // {'L- {(_ ( ~' .''- /"." / ,- '.f / AC( ,.'/jf/je,. " covered by other programs, vacations, travel, recreation, entertainment, clothing, companionship, special rehabilitative education or training, special medication, psychological care, speech therapy, communication aids, and any other aid or thing which may enhance my beneficiary's quality of life. Distribution of income and/or principal is to be made only to supplement and not to supplant otherwise available state or federal benefits, and only if other resources of the beneficiary, including those stated above are insuffi- cient for the level of support to which my daughter has been accustomed in the past. ( c) I authorize my trustee to make the aforesaid payments to the person having custody of my daughter, or such institution, educational or other- wise, as may be providing designated items or services in the above paragraph to my daughter, and are entitled to payment for the same. The amount of payments, the time of payments and the person to whom pay- ments are made shall be determined absolutely in the discretion of my trustee from time to time. (d) Upon the death of my daughter, A. Louise Heckler, the trustee shall pay the funeral expenses of my daughter, if not previously paid, and there- after retain in further trust the balance of the trust estate and all accumula- tion of income under the same terms and conditions for the benefit of my granddaughter, BETHANY E. HECKLER. Upon the death of my grand- daughter, Bethany E. Heckler, the trustee shall pay the funeral expenses of my granddaughter, if not previously paid, and thereafter distribute the balance of the trust estate and all accumulations of income, free and clear of the trust, to Bethany's sister, JENNIFER MARIE HECKLER, or her issue, per stirpes. Law Offlces (6) The interest of my daughter, A. Louise Heckler and my granddaughter, Bethany E. Heckler, shall not be subject to anticipation or to voluntary and involuntary alienation until distribution is actually made. GLEN & GLEN 6 ChambersbuIIl Trust Bldg, Chambersburg, Pa. 17201 I) I ! q;, ,.... 1 ," /(/ If L .." ,,;' ,/. .~ ,- ~' ,; " .. '- / / .... /fc.. """ / <f?(_~ /;~/~I/C:J .. Law Offices GLEN & GLEN ; Chambersbu1"ll: Trust Bldg. Chambersbure:. Pa. 17201 ITEM IV. I nominate and appoint FINANCIAL TRUST SERVICES COMPANY, of Chambersburg, Pennsylvania, guardian of the estate of any person under the age of 18 years and with respect to which I am authorized to appoint a guardian and have not otherwise done so, to serve until such persons attain the age of 18 years, and no bond shall be required of said guardian; said guardian shall have the power to use principal as well as income from time to time for the maintenance, education and medical care of such beneficiaries under the age of 18 years. ITEM V. I hereby nominate and appoint my grandson, STEVEN 1. HECKLER, executor of this my last will and testament, and direct that no bond shall be required of said executor IN WITNESI~ WHEREOF, I ?1ve hereunto set my hand and seal to this last will and testament, this ).. L/ day of Pc."fr;ltl.., A. D. 1997. "-)' '2' , I , /.' ;///,///~{O / f,/2-/.zjt:/ (SEAL) , 'l\iIaurice Heckler SIGNED, SEALED, PUBLISHED AND DECLARED by the said Maurice Heckler 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. . , ~ \ LLt, j ;A ( I ~! i' ,., " ~ cKQA ,