HomeMy WebLinkAbout11-20-06
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Re~sterof~illsofCumberlandCoun~
Estate of LJOIfd-t
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
HtJklf7ny-fj .:1-. No. ~/- 0(0- /O~ 'i
To:
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
, Deceased
Social Security No. /5q -:24 - g 10 4 7
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, and the executDX- named in the last will of the
above decedent, dated I1'r1j '2lf , 20Db
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
eurnWlonl.
Decedent was dqrniciled at death in
Pennsylvania, with last family or principal re~idence at
CfD E.. it... C4rll?,~ PtL /701 '3
(list street, number and municipality)
Decedent, then X years of age, died}1~ tf ,20~ at ();rJ~ ~ih{ l"rwJiuJ ()nter.
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after
execution of the will offe ed for probate; was not the victim of a killing and was never adj dicated inco te t:
f>vnlJJ.2J, f/$ IuL, Yh4m t?)a11bl#11Y7 tVcrJtut tdm (Jrt:-ic, hi}), In 21 OS..
County,
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 Penns,.ylvaIJ.\a
situated as follows: qD [;. f1/JA( 96... Dfl')~ ~ ~ J7m3
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loq DfX).. 00
WHEREFORE, petitioner(s) respec#Ully request(s) the probate of the last will and codicil(s) presented
herewith and the grant ofletters ~rr>et1tl:l;!fa
(t amentary; adl11lnIstratlon c.t.a.; adl11lnIstratton d.b.n.c.t.a.)
thereon. .
tP;~fPetitioneqs)
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Residench~ OfPetition~s)
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05.805 REV 1105
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 photograph.
No.
~ ~'~.H&..'t:~
Local Registrar
Fee for this certificate, $6.00
p
12994827
NOV 1 a 2006
Date
'00
:;:
COINONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH . VITAL RECORDS
CERTIFICATE OF DEATH
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Lloyd J.
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Heffelfinger, Jr.
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LAST WILL AND TESTAMENT
OF
LLOYD J. HEFFELFINGER
I, LLOYD J. HEFFELFINGER, now domiciled in Cumberland County, Pennsylvania,
declare this to be my Last Will and Testament. I revoke all other wills and codicils that I may have
previously made.
Article I
My just debts and expenses of my last illness, funeral, and administration of my estate shall
be paid by my Executor from the principal of my residuary estate as soon as practicable after my
death.
Article IT
All inheritance, estate, and succession taxes (including interest and penalties thereon, but not
including any generation skipping tax) payable by reason of my death shall be paid out of and be
charged generally against the principal of my residuary estate without reimbursement from any
person. This provision is not a waiver of any right which my Executor has to claim reimbursement
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for any such taxes which become payable as the result of any property over which I h~e powl
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of appointment. f;~~ N
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Article ill
I give, devise and bequeath in accordance with any memorandum which I have either
handwritten or signed, located with my will or with my valuable papers and found within 30 days of
the probate of my will. Gifts may only be to persons who survive me or to organizations which exist
at my death, and if there is a conflict, the memorandum having the latest date shall govern.
Article IV
I give and bequeath the sum of TEN THOUSAND DOLLARS ($10,000.00) to
LYCOMING COLLEGE, or its successor(s), of Lycoming, Pennsylvania, to be used at its
discretion.
Article V
I give and bequeath the sum of ONE THOUSAND DOLLARS ($1,000.00) to
CARLISLE MUSICAL ARTS SCHOLARSHIP FUND, or its successor(s), to be used at its
discretion.
Article VI
I give and devise my real property located at 90 East Ridge Street, Carlisle, Pennsylvania, IN
EQUAL SHARES to the FIRST UNITED CHURCH OF CHRIST, or its successor(s), of30
North Pitt Street, Carlisle, Pennsylvania, and to my niece, NANCY WENTZEL CORNMAN, of
Broomall, Pennsylvania, and to my niece, E. K. WEITZEL, of Cumberland County, Pennsylvania.
Article vn
All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
situate, I give, devise and bequeath according to the following schedule:
-2-
A.
C.
TWENTY-FIVE PERCENT (25%) to the FIRST UNITED CHURCH
OF CHRIST, or its successor(s), of 30 North Pitt Street, Carlisle,
Pennsylvania, to be used at its discretion.
TWENTY-FIVE PERCENT (25%) to my niece, NANCY WENTZEL
CORNMAN, of Broomall, Pennsylvania, Per Stirpes.
TWENTY-FIVE PERCENT (25%) to my niece, E.K. WEITZEL, of
Cumberland County, Pennsylvania, NOT Per Stirpes.
TWENTY-FIVE PERCENT (25%) IN EQUAL SHARES to my brothers,
GEORGE H. HEFFELFINGER and SAMUEL J. HEFFELFINGER, or
the survivor, of Dills burg, Pennsylvania, NOT Per Stirpes.
If NANCY WENTZEL CORNMAN predeceases me or fails to survive me by thirty (30)
B.
D.
days, I give, devise and bequeath her share to her issue who survive me, per stirpes, or if she has no
issue, the share(s) are to be added equally to the other shares.
IfE.K. WEITZEL and/or GEORGE H. HEFFELFINGER and SAMUEL J.
HEFFELFINGER predecease me or fail to survive me by thirty (30) days, I give, devise and
bequeath the share he/she would have received to my remaining beneficiary who survives me by
thirty (30) days, PER CAPITA, NOT PER STIRPES.
Article vrn
I nominate, constitute, and appoint my niece, E.K. WEITZEL, as Executrix of my Last Will
and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever
of my Executrix, I nominate, constitute and appoint my brother, SAMUEL J. HEFFELFINGER, as
-3-
successor Executor of my Last Will and Testament. In the event of the renunciation, death, or
inability to act, for any reason whatsoever of SAMUEL J. HEFFELFINGER, I nominate,
constitute and appoint my niece, NANCY WENTZEL CORNMAN successor Executrix of my Last
Will and Testament. I direct that my Executrix or successor Executors be permitted to serve without
bond and in addition to those powers granted by law, I grant them power to distribute in cash or in
kind in like or in unlike shares and to file any qualified disclaimer I could have filed ifliving. My
Executrix and successor Executors shall receive reasonable compensation for services rendered to
my estate.
Article IX
In addition to the powers conferred by law, I authorize my Executrix and successor
Executors, in hislher absolute discretion:
(a) to retain in the form received and to sell either at public or private sale, any real estate or
personal property except that which I specifically bequeath herein,
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
(d) to exercise any option or right arising from the ownership of investments,
(e) to compromise claims without court approval and without consent of any beneficiary,
(f) to file any federal income tax return for any year for which I have not filed such return
prior to my death,
(g) to make distributions in cash or in kind, or in both, and to determine the value of any
-4-
such property,
(h) to employ any attorney, investment advisor, or other agent deemed necessary by my
Executor; and to pay from my estate reasonable compensation for all their services,
(i) to conduct alone or with others, any business in which I am engaged in, or have an
interest in at time of my death, and
(j) to receive reasonable compensation in accordance with their standard schedule of fees in
effect while their services are performed.
IN WITNESS WHEREOF, I, LLOYD J. HEFFELFINGER, hereby set my hand to this my
Last Will and Testament, on
,2005.
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LLO EF N ER
In our presence, the above-named LLOYD J. HEFFELFINGER signed this and declared
this to be his Last Will and Testament and now at his request, in his presence, and in the presence of
each other, we sign as witnesses.
Name
Address
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I, LLOYD J. HEFFELFINGER, Testator, who signed the foregoing instrument, having
been duly qualified according to law, acknowledge that I signed and executed this instrument as my
Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and
acknowledged before me by
LLOYD J. HEFFELFINGER, the Testator,
on sa ~ ,2005.
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IllER PMl'CIt TWP.. DAUPItII COUII1Y
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We, the undersigned witnesses who signed the foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the Testator sign and execute this
instrument as his Will; that he signed and executed it willingly as his free and voluntary act for the
purposes therein expressed; that each of us in his sight and hearing signed the Will as witnesses, and
that to the best of our knowledge, that he was at that time eighteen (18) years or more of age, of
sound mind, and under no constraint or undue influence.
Sworn to or affirmed and
subscribed to before me
'::,d ~'!;;~ ~t ,
witnesses, on 5,d.Y ,2005.
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tness
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Register of Wills of Cumberland County
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYL VANIA
}
SS:
COUNTY OF CUMBERLAND
Sworn to or affirmed ~d subscribed
~re me ~ 0'\0 day of
rnJUYl J.0 ,20 ()(o
The petitioner(s) above-named swear(s) or affrrm(s) that the statements in the foregoing petition are true and
correct to the best of the knowledge and belief ofpetitioner(s) and that as personal representative(s) of the above
decedent petitioner(s) will well and truly administer the estate according to law.
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Estate of LI
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DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW~O\J em htr ,,:)0 20~ 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
~ :2 ~~S . described therein be admitted to probate filed of record as the last will of
l:d I-h ~ PV ; and Letters are hereby granted to E 1<. t1 J~ i-rU /
$ 3-JO.OO
$ /5.00
Renunciation....................... $
Short Certificates to) ............ $ 40.00
JCP.................................. $ 10, (X)
Automation Fee.. . .. .. .. .. .. .. . .. . $ O. 00
Bond............................. .... $
Total_ $ 1M. CO
FiledNDVem heY ,::X)20fXL
FEES
Probate, Letters, Etc. .............
Will .................................
JlMdt.. ( 'hi/lwJbM~
Register of Wills f2lA tr :
Attorney (Sup. Ct. LD. No.)
Address
Phone
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