HomeMy WebLinkAbout96-00751
IN RE: CHRISTOPHER JASON
BEAHM-BIBLE,
a Minor
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
ARDON P. AND JONI M. BEAHM,
Petitioners
APPOINTMENT OF GUARDIAN
OF MINOR
NO.
PETITION FOR THE APPOINTMENT OF A GUARDIAN
OF THE PERSON OF A MINOR UNDER THE AGE OF 14 YEARS
IN ACCORDANCE WITH 20 PA. CONS. STAT. SECTION 5111(al
TO THE JUDGES OF THE SAID COURT:
AND NOW COME Petitioners, Ardon P. and Joni M. Beahm, by and
through their attorneys, McNees, Wallace & Nurick, and file the
within Petition for the Appointment of a Guardian of the Person
of a Minor Under the Age of 14 Years in Accordance with 20 Pa.
Cons. Stat. Section Sl11(a) , and in support thereof state as
follows:
1. Petitioners, who reside at 201 High Street, Summerdale,
Cumberland County, Pennsylvania, are the maternal grandparents of
Christopher Jason Beahm-Bible ("Christopher"), a minor.
2. Christopher was born on September 15, 1996, and resides
with Petitioners and his mother, Jennifer L. Beahm, at 201 High
Street, Summerdale, Cumberland County, Pennsylvania.
3, Christopher's mother is Jennifer L. Beahm, a minor born
on December 13, 1979, who resides with Petitioners at 201 High
Street, Summerdale, Cumberland County, Pennsylvania.
4. Christopher's father is Todd J. Bible, who is 18 years
of age and resides with his father at 574 Brentwater Road, Camp
Hill, Cumberland County, Pennsylvania.
5. Both of Christopher's natural parents, Jennifer L.
Beahm and Todd J. Bible, are high school students. Todd J. Bible
is presently a senior at East pennsboro High School; and Jennifer
L. Beahm is presently a junior at East pennsboro High School.
6. The proposed guardians are the minor's maternal
grandparents, Ardon P. Beahm and Joni M. Beahm, husband and wife,
who reside together at 201 High Street, Summerdale, Cumberland
County, Pennsylvania. Ardon P. Beahm is 41 years of age and
Joni M. Beahm is 41 years of age.
7. Ardon P. Beahm is the vice president of Engineering at
TSR Paging Inc., 717 Market Street, Lemoyne, Pennsylvania. Joni
M. Beahm is employed part-time as a secretary at summerdale
united Methodist Church, 203 Second Street, Summerdale,
pennsylvania, and as a Special Education Aide at East pennsboro
Middle School, 529 North Enola Drive, Enola, Pennsylvania.
8. Joni M. Beahm has been granted a one-year leave of
absence from her employment at East pennsboro Middle School to
care for Christopher during the daytime, while Jennifer L. Beahm
is attending school.
9. Both Petitioners and Christopher's parents have
determined that it is in the best interests of Christopher and
his parents for his parents to finish high school and to attend
college if they desire.
10. Petitioners desire to take some of the financial
responsibility for Christopher's care off of his parents and to
act as guardian of the person of Christopher until his parent(s)
have completed their educations or are otherwise able to care for
him.
11. Under petitioners' health insurance plan (Health
America), Christopher will be covered for only 30 days after
birth unless Petitioners are appointed as his guardian. If
Petitioners are appointed as guardians of the person of
Christopher, he will be entitled to continuing health insurance
coverage.
12. No other guardian has been appointed for the person of
the minor.
13. The acceptances of the proposed guardians are attached
hereto as Exhibit A.
14. The proposed guardians have no interest adverse to the
minor.
15. Ardon P. and Joni M. Beahm and Jennifer L. Beahm are
affiliated with the United Methodist Church. Christopher's
father, Todd J. Bible, is also affiliated with the United
Methodist Church.
16. No insurance or other gratuity is payable to the minor
by the u.s. Veterans' Administration or its successor.
17. Christopher's mother and father, Jennifer L. Beahm and
Todd J. Bible, have consented to the appointment of Ardon P. and
Joni M. Beahm as the co-guardians of their son, Christopher Jason
Beahm-Bible. Said consents are attached hereto as Exhibit B.
WHEREFORE, Petitioners respectfully request that this Court
appoint Ardon P. and Joni M. Beahm as co-guardians of the person
of Christopher Jason Beahm-Bible, a minor.
Respectfully submitted,
McNEES, WALLACE & NURICK
'l ,',' f~'
By ~,:-;l'a'L!-,~l f. ""'axitVl
Sharon R. Paxton
Attorney I.D. No. 58852
Delano M. Lantz
Attorney I.D. No. 21401
100 Pine Street
P.O. Box 1166
Harrisburg, PA 17108-1166
(717) 232-8000
Attorneys for Petitioners
Date: September /i-], 1996
iIoIl"""-UGAoI. _m... 10" "'(.'<<111 (i)
IN RE: CHRISTOPHER JASON
BEAHM-BIBLE,
a Minor
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
ARDON P. AND JONI M. BEAHM,
Petitioners
APPOINTMENT OF GUARDIAN
OF MINOR
NO.
AFFIDAVIT OF CONSENT TO APPOINTMENT AS GUARDIAN
JONI M. BEAHM, being duly sworn, deposes and says:
1. She is an adult individual residing at 201 High Street,
Summerdale, Cumberland County, Pennsylvania.
2. She consents to the within Petition and agrees to serve
as co-guardian of the person of Christopher Jason Beahm-Bible.
3. She is a citizen of the United States, and able to
speak, read and write the English language.
4. She has no adverse interest to Christopher Jason Beahm-
Bible.
5. She has no intention to apply for an allowance for the
support or education of Christopher Jason Beahm-Bible during
minority.
6. She is not the fiduciary or an officer or employee of a
corporate fiduciary of an estate in which Christopher Jason
Beahm-Bible has an interest nor the surety or an officer or an
employee of the corporate surety of such a fiduciary.
Sworn to and s~gscribed
by me this 18 day of
~, 1996
Ny Commission expires: (YlA"'J. 4 , ;3.00 .,
(SEAL)
NOTARIAL SeM.
. JANELLE L HERSH, Notary Public
. . Harrisburg, PA Dauphin County
My Commission expires March 4, 2000
~ONSENT OF JENNIFER L. BEAHM
1, JENNIFER L. BEAHM, mother of Christopher Jason Beahm-
Bible, hereby consent to the appointment of my parents, Ardon P.
Beahm and Joni M. Beahm, as cO_guardians of the person of my son,
Christopher Jason Beahm-Bible, and join in the petition for the
Appointment of the Guardian of the Person of a Minor Under the
Age of 14 Years in Accordance with 20 Pa. Cons. Stat. section
S111(al filed by my parents, Ardon P. Beahm and Joni M. Beahm.
Dated: september~' 1996
~ :YINl'I.\) A a: ~o (4 VliYYL (SEALl
J nifer . Beahm
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CV mbc.rlA.nc.\
SS:
On this the L~4b day of 5:~mbca-
, 1996, before me a
Notary public, the undersigned officer, personallY appeared
Jennifer L. Beahm, known to me (or satisfactorilY provenl to be
the person whose name is subscribed to this document, that she
executed the same for the purpose therein contained.
IN WITNESS WHEREOF, 1 hereunto set my hand and official
seal.
J~
(SEALl
NOTARIAL SEAL
JANELLE L. HERSH. Notary Public
Hanlsburg, PA Dauphin countY
My COmmission ~plres March 4.2000
~_..._...,~~ ~_ Ii,..
.,.-:-.
,
"
exhibit B
.'<'_"',,,,-..,,"~,,,.,,. '"''':,",''' If'"~ .,,,,,..11 <i}
CONSENT OF TODD J. BIBLE
I, TODD J. BIBLE, father of Christopher Jason Beahm-Bible,
hereby consent to the appointment of Ardon P. Beahm and Joni M.
Beahm as co-guardians of the person of my son, Christopher Jason
Beahm-Bible, and join in the Petition for the Appointment of the
Guardian of the Person of a Minor Under the Age of 14 Years in
Accordance with 20 Pa. Cons. Stat. Section 5111(a) filed by
Ardon P. Beahm and Joni M. Beahm.
Dated: September~, 1996
crJ~i!8:l}:;
Todd J. e
r
-.-
(SEAL)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF tumbcLJA.Nd
SS:
On this the I ~ fll day of ::kP-/cmbcf2., 1996, before me a
Notary Public, the undersigned officer, personally appeared Todd
J. Bible, known to me (or satisfactorily proven) to be the person
whose name is subscribed to this document, that he executed the
same for the purpose therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
~
(SEAL)
NOTARIAL SE'AL
JANELLE L. HERSH, Notary Public
Harrisburg, PA Dauphin Counly
My Commlssfon Expires March 4, 2000
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
..'nder ~tlescfper']uty, I 0ICl8e lIlaIl nM ~ M retum,lnCIUCSIflq ~yrq WIeOuIIlSoYd staements,'" to lJIIJ DeS! c:A my ~ oYd Del.ef. ,lis true. co-rect or'ld COTl(lltle iJeoa'atJOn oIpreocnf cll'ler
~tI'\""'~J1~IJfrYe,stl.1Sofldonallll'llormatJonof*"d'rDf"l'!O.Yffllasirl,k~
SIGNATURE CF PERSON RESPCNSISLE FOR FILING RETURN ADDRESS
{, r .' I
\......: " ,
SIGNATURE CF pe A~j~j)THERJHA'EP ENTA IVE
7 <?;:dj c/ (/;"
l!!
",:$"
u"'"
....g
:c~...
ULOI
~
!i
..
o
z
o
..
~
..
..
o
U
z
o
;::
~i!
f-'[
:I
o
u
/j
) "J ..} _ (_.,
,C..,
(~
j !'i
Il'"
.\lI1Gll"'jl." ~t.
COU~~~'lV'NIA
OEPART~ENT or RE'/ENUE
OCPI 110601
~"'RRIC:fluA PI "' 1
DfCfOENTSP\AAlf!lA$T,flll$J AhOUlCOlEIM~1 ",,,.tIlntllxltl..,..-.;)"OI
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
'. "., " .' t _ ~'oI .
fU NUMBU
2 1
""'""
9 7 0 0
.....
7 5
.....
1
I-
Z
W
C
W
o
W
C
Z c i g 1 e r C 1 a y t 0 n II
SOCIAl SECl,;A.Jl'l' I1lNBl:R DAlE Of OUIH CArE Of BIRTH
2 0 4 . 0 1 - 5 9 3 5 0 5/0 9/1 9 9 7 0 8/ 1
(If A.PPllCA8l.fl5uR'o'MNG 5POUSf S ~ IlAS1. fIHST.IrHJU.OOlE HT1AL' SOCW &l:CUNfTl """BER
Zeigler, Jean H. 1 7 4 - 0 5. 0 2 0 7
3/ 1 9 1 6
THIS RETURN yun BE fll.EO IH DUPlICATE WITH TW
REGISTER OF WILLS
I. Ong~al Return 0 2. Supolemenlal R.tum 0 3. R.ma~d.r R.tum'...".......'I.IUn
4 LII1\l1ed E.lal. 0 4a. Future InrereslComprorn...,"".......... "'''''1 0 5. Federal E.lal. Tax R.tum Requlled
o 6. Decedenl Died Teslal"""",,,,,..,, 0 7. DecedenIMa~Ia~ed a Li"'''l T""tt....."",,,.TMo _ 8. Tolal NurnberolSafe o.po,~aoles
o 9. L'bg'bon Proceed. ReceNed 010. Spousal Poverty Cre<I.t 1"".""'_ II.".""" ,...." iiZ(11. Election 10 fa.< under See 9113(A) ,,,,,",'en
THIS SECTION MUST BE COMP~ETED. AL~ CORRESPONDENCE AND CONFIDENTIA~ TAX INFORMA TtON SHOULD BE DtRECTED TO:
~ CCl&APlETEIAAIUNGAOORESS
Clayton W. Davidson. Esq. 2201 North Second Street
'''........".-..., Harrisburg, PA 17110
TE""1'1''f.''''''233-4141
(Fax 717-233-2342)
1. Real E.ial.ISdledule A)
28500 0 0 0
(I)
2. Stocks and aond, ISdledule a) (2)
3. CIose~ H.1d CO<pOralion.Pannel1hip or SoIe.Propnel""hip 13)
z
o
~
:J
l-
ii:
oct
o
w
a:
4. Mortgages & NOles ReceNaole (Sdledule 0)
5. Ca'h. Bank Deposi1S & MisoeUaneou, Pe"""al Property
(Schedule E)
6. JOintly Owned Property (S<:nedule F)
7. Inler,v1VOS Transfe" & Mrsoeltaneou, NDn.l'robate Property
lS<:nedule G or LI
B. Total Gross Ass.ts IlOla1 Lines 1.7)
(B) . 2 8 7 ,5 0 O. 0 0
9, 3 8 6 2 0
(4)
15)
16)
(7)
2,5 0 0,0 0
9. Funeral E,pense, & Admrn~trallve Costs (S<:nedule H) 191
10. 0.0" 01 DecedenL Mongag. Li,oillbe'. & Liens lS<:nedule I) 110)
11. TotaID.ductions(IOIaILines9& 10)
386
113
9
278
2 0
8 0
(11)
(12)
(13)
12. N.I V.lut 01 Eltat.ILin. 8 minus Lin. 11)
13. Chanlaole and Governmenlal aeques1SlSec 9113 T""" for whd1 an elecbon 10 fa.< ha' not betn
mad.lS<:nedule J)
14. Ntt V.lut Subject to Tu (LIn.12 m~us Line 13)
15. Amounlofl~.14ialable 1 5 8 8 1 6
at ttle spousal tal rcUe , I
See instnJelions on ll!Ve... ,id.1or app/<aole percentage
16. Amount 01 lin.14fa.<.ble 1 1 9 2 9 7
.t6%rat. .
17. Amount of line 14 taxable
aI15'1\ral.
-
(14)
.278.113 80
O. 0 0
5 2
, .0 0 (15)
2 8
7157 84
, .06 (16)
, .15 (17)
lB. Tax Du.
19.
7157 84
(18)
DATE
ADDRESS
~J {.I 11
DATE J /.
ctf// g-
.- -.- ,.
Decedent's Com
51 ~E.E t ,"CUAE 5$
CITY
Carli
Tax Payments and Credits:
, Tall Due (page 1 Line 18)
2. CredllSlpayments
A. Spousal poverty Credit
B. PnOl Payments
C. DisC(:unl
(1)
Total CredllS I A. B . C) \21
3. InleresUPenalty If applicable
D.lnterest
E Penalty
TotallnteresvPenalty I 0 . E) (3)
4. II hne 21s greaterthan hne 1 . line 3. enter the dlilerence. ThiS is the OVERPAYMENT.
Check bOI on Page 1 Line 19to request a refund (4)
5. If line 1 . line 3 is greater than line 2. enterthe diilerence. This is the TAX DUE. (5)
A. Enter the interest on It.e lall due. (SA)
B. Enter the lotal 01 Une 5 . SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
fi;~~~~":".::~:D'}1~'!''Il<~~w;.~m<;li~m~~~~l.:i:1!.'2''J~~;:;'J!f~:~r.:5:.::r.:~::;':,,::.:il~
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred; ............................................................. 0
b. retain the right to designate who shall use the property transferred pr its income; ................0
c. retain a reversionary interest; or............................................................................................. 0
d. receive the promise for life of either payments, benefitS or care? .........................................0
2. If death occurred on or before December 12. 1982, did dece6ent within two y~ars
preceding death transfer property without receiving adequate consideration? If death occurred
after December 12, 19B2. did decedent transfer property within one year of death without
receiving adequate consideration? .................................................... .........................................0
3. Did decedent own an "in lrustfor" or payable upon death bank account or secunty
at his or her death? .....................................................................................................................0
4. Did decedent own an indiVIdual retirement account, annuity. or other non. probate property? ....0
N[K
~
B
o
e
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
..,."";';lj... ..... _, \. . ~.' ~"',_.fl.~~~.""}.l!~$;C....:~'l"'=':1:S-n'~;En!SI
72 P .S. ~9116 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse from 6% to 3% for dates of dealh on or after July " 1994 and before January " 1995.
72 P.S. ~9116 (a) (1.1) (ii) provided for the reduction of the rale imposed on Ihe net value of transfers to or for the use ofllle surviving
spouse from 3% to 0% for dates of dealh on or after January t. 1995. The statute does nol exempt a transfer to a sUlviving spouse
from tax. and the statutory requirements for disclosure of assets and filing a lax return are stlil applicable even if the surviving spouse
is Ihe only beneficiary.
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Please answer the following question by placing an .x. in the
appropnate space.
Did the decedent crea~trust or similar arrangement which Is solely for the surviving spouse's benefit for his or her entire
lifetime? Yes [0 No 0
If you answered yes to the above question. the tax on Ihe trust or similar arrangement is postponed unlil the d~ath of the second
spouse, at which \lme II w,lI be fully taxable at the rale(s) applicable to the remainder beneficlary(ies). Enter the value of the trust on
Schedule J. Part II. In order to remove It from the calculation of the tax due in thiS estate. You may wish to file Schedule 0 in order \0
make the election avaIlable under Section 9113. If the election is made. the trust or SImilar arrangement is taxed in the estate of the
first decedent spouse. Ihe portion of the trust or SimIlar arrangement which benefilS the sUNlving spouse is taxed at the zero tax rale.
and the remaInder is taxed at the ratels) applicabl~ 10 Ihe remarnder benefiClarylies). If you choose to mak~ the election. you must
attach Schedule 0 to a tlmely.fiIed tax return, along wllh Schedule IS) K and/or M In Older to shO'N the apportionment of Ihe trust or
Similar arrangement between the survIVing spouse and the remarnder beneficlary(les).
,
,
'QIV.ISOIIK> 111.111 '*
COMMONW'ALTH O' 'INNSVlYAHIA
IHHIII'ANCI 'Al IUUIH
IISIOIHt OICIOIHt
SCHEDULE A
REAL ESTATE
FILE NUMBER
ESTATE OF
7- 7 P 21-97-0751
(P'oporty lolntly.ownod with Right of Su/\/Ivo/lhlp mu.t bo dlsclolld on Schodulo FI All ..alo.tato .hould bo ropo,'od at fal, markol valuo
which I. doll nod a. tho p,lco 01 which proporty would bo uchangod botwoon a willing buyo, and a willing .ollor. noUho, bolng compollod
to buy 0' ,011. both having roa.onoblo knowlodgo ollho rolovanl foell,
NUME~ER DESCRIPTION \ VALUE AT DATE
OF DEATH
$285,000.00
I.
1235 Ritner Highway
Carlisle, PA 17013
Cumberlland County
Parcel * 49-08-0579-007
size 4.126 acres
conveyance: dated 11/21/94, recordec 12/30/94
Deed Book 116-1042 (Cumberland County
(see attached
appraisal, this
value represents
the decedent'S
1/2 interest in
the entire parce:
1/2 interest (tenant in common with Jean M.
Zeigler)
l~ll'~ (! I:) 't I
u .1,11 i
"1\41--""" r_ 1""""" ...-,"",..-.. OM., ..-..... ..,
"..or ".al. ....,....-. "
~bts Jnbenture,
0['
M~/JI: rill: 17 -', "
our lArd aft' OlltUlGM fti", hftdUt:t
,I(l~ ..I
.l,ty.
IMHOh
." lilt V'" It'
OF.rlVF.f:N
CARI.t:,I.f. COH,'OIlATIOll, 0 corpDr.tlDn or~onl.04 an4.r
the low. Dr the stotn Dr Delow.r. on4 nuthOrl..4 to 40 b".lnn..
.
In p.nnoyl.onl., h.vlDg It. prlnclpnl Dfflc. In Corll.l.,
CDunLY, p.on.yl..nln. D.rtl." or tho rlrot pnrt,
cumb~rl"nd
~~ \\\>~
S:"'\
Ie H[AlI,
.,
II
o
n. 7,F.lGI.~R nnd HAll M. 7,~lGI.i',R, hI. "Hn. of r.orlloln,
coanty. p.nn.ylvnnlo. pnrtln. of the .ecDn4 port,
, <:Li' nON
:^^Q 1 h \!60: ~, c~t.nd
Dl~--' ~ \ \I1l "
lIN~"~~;~'1. .
" 'iiirt,",,,,;,, -' .
1
'\
\
\ \
\
WlrNF.SSETlI, thnt the raid Cnrll.:1t{" corporntlon
)or.ndinton.tid""tiono'IA.....O' tnn thoU.ond ($10,1)00.) 4DllnrR
",..'ut "0""" ., tAt lJnit,d S"'lu 0' ~...,;"'. u.l. 1 t ...U.nd IndV paid by
~". .cid Clnyton H. 'Zolgter "nd J,.np M. 7.,.tm.~r .
dC (u\l1 L,fO" Ih. u4lf"a ",'Ill d,ltvtt'V (tltA,,' p"u",U.
IA. ""i. I wAmo' .. Ambv .,kMWuda.d, hA' .....ltd. bar..i..d. .old. oli...,d,
...,..a.d, "I....,d .nd ,on~"".d. .nd by tA''''''''.'' 40.' .",n!. bar".in. ..U. I
./i..., ..,..a. "I..... "nd r..~"" unto lA, ..id ClnytDn R. Zelgler .n4 J.on
M. 1..1;ler. hi. ,.lfn. tMlr 1I_1ro ond..tlgnI,
ALl. thot .eft.ln troct Dr 1..4 .ltuoto In south
Mlddl.ton TDwn.hlp. cumborlnnd CD,~ty, p.nn.yl.onlo, boun4e4
And d~~cr1bed n9 rolto~1
BEGIN/HNG .t 0 pDlnt In tho ..ntH 1\nP oC thO U. S.
Rlgh"oy No. 11 (GD.-rnor Rttn.r lIIt<h"OY) ond ot 1\ne or 10n4
oC Goor~o H. Knl.elY ond DorothY S. KnIsely, hl. wlr.; then..
olDn~ lond Dr Knl"elY' ODd thrD~h 0 .on.rot. monument North
19 dellre"' 41 mln"te, ~O sccDnd. Wo.t 25l\ cent to on lron pln;
thence by KnlM1Y' lIDrt" 71 deRr... 12 mInute. 00 .ocDndo r.o.t
11)0 reet to on Iron pln on llno Dr Mlle. R. Foot. on" wUe;
th.no. by Foote lInrth 19 4el\ree. 41 mInutes ~O ..cDn40 W.ot
2~2.74 feet to 0 cDncrnt. mDn,mont; th.n.e by Foot. lIDrth
71 dOl\reo. 4~ mln"t.. 1)0 ...on4. r.o.t 11)0 r.et to 0 Donor.t.
monum.nt; thMce Ioy 10n4 nOW Dr fDrmorlY or !lorry Wonver
North 19 dogr"o 44 mln"t." ~O .."ond' We.t 76.49 reet to 0
pDlnt Ln the .Dulh-rn lIne of the rlRht or "oy DC the PODn..
RollrD04 compnnYl thonce bY '01,1 \ In. t1Drth Oil 4.gre.. 47
mLnute, 0'\ ,"condo "e.t 4~.1l.~ foot t,D n .to"e; thence by 10n4
Dr Cnrll.le ';,>rpDrntlon "ollth 19 doRre"" 41 mlnuto, ;0.0 ,ooon40
Enot 105.5 roet l~roo~h nn Iron pIn 0 pDlnt In thn onntor llne
DC thO ,o,d hl.:r.h"ny; th.r,on by I h- cent.r 1\00 Dr ,ol4 hl~hwoy
llDrth 71 d.;r... 12 ml."t.. 00 ..nond. r...t 200 ro.t tn 0 polnt
thl! plAce of hf!,;1.nn1.n.;. c.mt"in1nR, 4.12& "ores.
aelnll "nrt of 0 l.rl\.r trent of lond "hlDb ~otbryn S.
~ker" wl,ID", by I\nr doe4 ,Ioted I.\orch ~O, 1951, r.;.Drd.4 In the
~eoord.r" orfice In ,"4 f'" r.umber\nn4 CDI~tl' In D..d BD"" .~.
'101. 17. po,,- 40:1 convoyed '.0 cerll.le CDrpDrotlDn.
Till. conveynnOft I. mo"e porS"nnt to 0 r"11~.t,l~n Dr the
Boord of DlrectDr. or r.Arll.1- corpDrotlon nt " .~"f.r me.tlnll
th'!fp.of f)n ".!\fO '~ ,IJ d..y "If '\-1."( II t<JIV).
.
.
'~Y. uo~ I" 1'.16'
. ~
COMMONWIALtH O' ',NNSYlVANIA
INH!llrANCI1'AX ..rUIN
IISIDINt OICIDINf
SCHEDULE B
STOCKS AND BONDS
1ST re Of
FILE NUMBER
Clayton H. Zeigler
County . 1997-00751
PA . 21-97-0751
(All proporty lolnlly.ownod with RighI a' Survivorship mUll b. dllClo..d on Sch.dulo F.)
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1.
NOT APPLICABLE
'-,...~"., q-,.~,--""<"-,,,,, ~,-.
TOTAL (Also .n"r on Iin. 2. Recooitulotionl
If "'"rff :00(' S .,..0,",. "St'" 1dajt,onol '"HfI .,; tome u:. I
"
. S
.11...110111.(1.'"
.
~
COMMONWrAUH O' ,rNNSYlVAHIA
INHIIITANCI TAX .nUIN
IIIIDINT DICIDINI
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
Plea.e Print or l' e
FILE NUMBER
ESTATE OF
C1a ton H. Zei 1er County. 1997-00751, PA . 21-97-0751
IAn pr.perty loln'ly.own,d with Ih RI,hl .f Survl'lo"hlp mUll b. disci. lid on Sch.dull P.I
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
NOT APPLICABLE
TOTAL IAI.a enter an line .I, Recapitulation) S
III more Ipac. IS n"o.d. insert additional sn..rs 0; sam. SIze.)
."
....1$01....12..11
~
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
PI.a.. Print or l' .
COMMOHwrAlIH o. ,rNNsYlVANIA
INHIIIIANCI TAX InUIN
IUIDINT DICIDINT
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
Personal property (watch, televisionr clothes,
bed, kitchen table, kitchen chairs)
$2,500.00
TOTAL IAI.a enter an line 5, Recapitulation) 5 2,500.00
lAnGei' odditionol 8Vw" II U" ~"".f more ~DaCI II "e.ae<l.l
'.ll'IolSOUhl12.."
.
CQMMONWIAttK 0' PlNNSYLVANIA
INHUltANCI TAX UTUIN
USIOlNT DlClOIHT
SCHEDULE F
JOINTLY.OWNED PROPERTY
FILE NUMBER
ESTATE OF
Cla ton H. Zei ler Count
JaIn' tenant(').
RELATIONSHtP TO DECEDENT
ADDRESS
NAME
A.
NOT APPLICABLE
B.
c.
Jolntly.ownld property.
DECO'S DOLLAR VALUE OF
% INT, DECEDENT'S INTEREST
ITEM
NUMBE
LmER
FOR
JOINT
TENANT
TOTAL VALUE
OF ASSET
DATE
MADE
JOINT
DESCRIPTION OF PROPERTY
1.
TOTAL (Also en'tr on lint 6. ~Ka1=liIUlalion' )
(If more sgace IS nHdtO msert addlfionalsn,'" 0; lam' Ilze,
II...UIlI..17....
~
COMMONWlALtH 0' 'lNHSYLVANIA
IHHUIIANCl fAl llfUlN
llslotHr oe:clOlHT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Clayton H. Zeigler County . 1997-00751 PA . 21- 7-0751
ITEM DESCRIPTION
NUMBER
A. Funeral Exp.n....
1. Hoffman-Roth Funeral Home
B.
1.
2.
4.
C.
1.
2.
3.
4.
S.
6.
7.
9.
\ Admlnlstratlv. Ca.t..
\ P.rsanal R.p....nlativ. Camml..ianl
Social s.curity Number al Personal Repre..ntative:
i XXXXXXX
\ V.ar Cammi..jan. paid
: Attarn.y F...
Clayton W. DAvidson
3.
I Family Exemption
Claimant xxxxxxxxxxxx
Add.... of Claimant at d.c.d.nt'. death
st...t Add....
City
Stall
Zip Code
Relatian.hip
; Probate Fe..
I
, Mlsc.llan.au. Exp.......
AMOUNT
$8,515.00
$600.00
$ 314.00
Advertising (2 places) $ 94.20
Appraisal $ 25.00
TOTAL (Also enter an lin. 9, R.capitulatian) IS 9 , 3 B 6 . 20
(II mar. space i. n..d.d, in..rt addltlanol sh..t. al sam. size.)
: Horrrnan-Rotlol Funeral Home
.'
. .
...
i:
..
.,;
..
~
..
:s
=
!(
...
J!
!
J:.
i
i ~
"l' oS
S; u
, .
='5"
18~
, c
~
1!~
lll::lJ
~
-
000
000
. . ,
"'0'"
"'10.
100CII
N"'''
~
1 i
i ~
!~I
3
~
PHONE No. : 717 243 3723
.. I . " "
o 000
~ 000
o an 00
III '" 0 N
III .. ..
..
c
.
..
3
.
..
i
'S
II!
lIt
Ilil
iul
Jan,l~ l~~ ~:ll~M paz
o
o
.
In
In
CD
,
III
,
3
a
..
~
..~
So
..
iH
o 0 0
o 0 0
. . .
Inoln
r-4 ...
In In
CD CD
...
~'lfU
II ~ '~ g
. Pi
3 11 .. 8
~ I 8 ~
u 1
"
:I
.
::l
i ~
" ..
5 :
i ~
.
'. ,
\. . !?ECEIVEO NOV
o I, 1991
I.
CUMBERLAND LAW JOURNAL
2 LIBERTY A VENUE
CARLISLE, PA 17013
OCTOBER 31. 1997
Cumberland Law Journal is published every Friday by Ihe Cumband County Bar
Association and is designated by the Court of Common Pleas as the officiallegill publication for
Cumberland County and the legal newspaper for publication oflegal notices.
TO:
Francis M. Socha. ESQUIRE
RE:
Clayton H. Zeigler. ESTATE
Legal advertisements must be received by Friday Noon. All legal advertising must be paid
in advance. Make all checks payable to: Cumberland Law Journal.
-- - -- - --
(
Advertisement inserted on following dates:
OCTOBER 17.24.31.1997
Total Amount Due
S 60.00
$ 0.00
S 0.00
$ 60.00
..----------
$ 0.00
-
Advertising Cost
Proof of Publication
Second Proof Request
Payment received
Payment received _OCTOBER 14 1997
by Becky H MorqenthallExecutive Director
...'"'W'
.~
,
.r'''''
,
PROOF OF PllllLtCATION OF NOTICE
IN CUMUERLAND LAW JOURNAL
(Under Act No, 587. approved May 16. 1929). P. L.1784
STATEOFPENNSYLVANIA :
5S.
COUNTY OF CUMIlERL/\ND :
Roger M. Morgenthnl, ESljuire. Editor of the Cumberland LaW Journal. of the County
and State aforesaid. being duly Sworn. accllIding to law. depo~e~ ;\I1d ~ays that the CU\1lherh\lll1
Law Journal. a legal periodical published in the Borough of Carlisle in the County and State
aforesaid. was established January 2.1952. and designated by the local courts as the official
legal periodical for the publication of all legal notices. and has. since January 2. 1952. been
<c,.1~1, l~"" ."kl, ,. ,'" ~id Coo",. ,,' ,hot ,'" pri.., ""'e<" p.hli'''''' ,,,,,ho'
hereto is exactly the same as was printed in the regular editions and issues of the said
Cumberland LaW Journal on the following dates.
viz:
orrOBER 17.24.31.1997
~
Affiant further deposes that he is authorized to velify this statement by the Cumherland
Law Journal. a legal periodical of geneml circulation. and that he is not interested in the subject
matter of the aforesaid notice or advertisement. and that nil allegations in the fIWegoing
5tatemenl~ as to time. place and character of publication are true.
R~''''
1A1&I.~ ctlytaG Roo dcc'd.
Late of carU.lc.
Execulr\X: Jean M. ZeI~ler. 544
W1\:lOn S~l. Carll'\c, PA 170\3.
AllornCY: Franc\! M, Socha. Eo-
SWORN TO AND SUBSCRIBED before me this
3\ day of OC.TOBER. 1997
quire. '1.'1.01 North SeCond Su<<t.
l\artI.bur~. PA 17110.
('~~/ l. .Jl?~jJj( /
Notary .
NOT"R\.llSe......
lOlS e. StlYOfR. _,., ""bile
",rlilll 1010. Cu"'h.....nd County, p"
Mv t;.,mr.oitlion bp;'., ~,th ~. 100'
..-....~
-~
~
~
-,
~ f 1 "Nt;. ^uG'ir.':~,:;
'IU: !lEN'I'lIU';L - LEGI\L
P.O, r.O~ lJO~ CARLISLE PA 17013
ilN'W~l1i--'--' -. CLASS
115315 10 LEGAL
\~(%Ffl\.l~.i' 0."''''
~S'~~'~~)'!': .r:l!~Y'l'ON II. ZEIGLE~,
1,1:8L'.rll'ot.
\3 'III::: !i~;:~'i ,Nf:I. - LEGAL
'rG'rt,I., ~,Il C!lMUiE
3' PRUOf ~ll' I'UEIf.,ICI\TION
MAFFETT
late
INS[ \IIUNS "^ 1 F.
3 LGL
lUl.lINIl O^IE
10/29/97
sAn
10/10/97
NET AMOUN T
28.20
28.20
6.00
tiNES
10
S OIIO^ l
10/24/97
fiROSS ^M(;i'iNT
PROOF
34.20
41. 04.
. AFT A 11/28/9
Clayton H. zeig
MES:iJ\OF.'
Thank you for advertising with The Sentinel.
Deadlines {or in-column legal advertisements: Monday is Friday at
11 a.m.; 'ru~~.jay is Friday at 4 p.m.; Wednesday is Monday at 12 Nuon;
Thursday is Tuesday at 12 Noon; Friday is Wedn~sday at 12 Noon; Sllnrlny
is Thurnday 3t 12 Noon.
It. you hli"'~ 11 ny" ques tions regarding your Lega 1 bill please call
Sherry Clif[crd, Classified Manager, at 243-2611, extension 204.
Fax ~oui~lig~ls to 243-3754, attention Sherry Clifford
. . ....
DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT
THE SENTINEL. LEGAL Cl t II z .
P.O. 80~ 130 CARLISI.:: PA 17013 ay on . elg
~O NlJMOElI'='-'--""!",:LASSO SIAlIT DAlE 5101' OAt
1l~.H'i I r"EGAL 10/10/97 10/24/97
GAC~;S AMOlINT OF
--o\ouEsrml'flur4 ..-...... ..-- - 0I1LlrmO^ f. IlEPllUN NUMBER 41.01
ES'l'ATE OF C,J\Y'l'ON H. ZEIGLER, late 10/29/97 717-233-4141 DUf.MrF.AiI'~1l/!i7
.. --...- ........ .-- _. -.... ..... -.'-"--' ..----. --
SOCHA & MAFFETT
2201 NORTH SECOND ST
HARRISBURG, PA
111.lllll.III.lIll.IIIIIlIIl,111
'O(J\r:'.~:ujijffiTlj';' --1
014 "f: .
. ". I
. rniEif ^~.~; j :N'mi7Ttl.i1Jj
_.J
17110
20200000001153150000000000000000410400000034203
.
.
RECEIPT FOR PAYMENT
===================
Cumberland County - Register Of Wills
Hanover and High Streef
Carlisle, PA 17013
ZEIGLER CLAYTON H
Receipt Date
Receipt Time
Receipt No.
9/11/1997
14:16:32
1012556
File Number 1997-00751
Remarks JEAN M ZEIGLER
------------------------
Transaction Description
PETITION FOR PROBA
SHORT CERTIFICATE
EXTRA PAGES
JCP FEE
Check' 5335
Total Received.........
~.~_..".~_...;,--.._""".,.".,~-...,.",.."'
Distribution Of Receipt ----------------________
Payment Amount Payee Name
270.00 CUMBERLAND COUNTY GENERAL FUN
18.00 CUMBERLAND COUNTY GENERAL FUN
21.00 CUMBERLAND COUNTY GENERAL FUN
5.00 BUREAU OF RECEIPTS & CNTR M.D
$314.00
$314.00
",............,"-~...
U....IJI1U.tl,'l1
~~
(CIIIUolOHWUHH 0' 'INH"l......H....
IN14I1IIAH(lIU ..IUIN
IItlOINI DIClOINI
SCHEDULE J J
BENEFICIARIES
FILE NUMBER
ESTATE OF
Clayton H. Zeigler
County . 97-00751
PA ~ 21-97-0751
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. Takable Beqult":
1.
Jean M. Zeigler
544 Wilson Street, Carlisle, PA
17013
Ilife
Life estate in
real estate,
all of the
decedent's
personal propert
2.
Brenda Davidson
1101 Regent Court
Carlisle, PA 17013
Daughter
1/2 remainder
interest in real
estate in trust
for Jean zeigler
3.
Kim Zeigler
544 Wilison Street
Carlisle, PA 17013
Daughter
1/2 remainder
interest in real
estate in trust
for Jean Zeigler
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental aequlsts:
1.
TOTAL CHARITABLE AND GOIIERNMENTAl ~EQUESTS IAI.a .nlOr on Ilnl IJ. ~ICOo,'ulol'anl S
(If marl space it need.d. in..rt additional sheet. of same sill)
"..,.l...."...'.
COM.lrllQNWr",UH Of '(NN!lYlVANIA
INHlllfANCr rAX .UUllN
lU'$IDENf OrClOENf
SCHEDULE K
LIFE ESTATE/ANNUITY/
TERM CERTAIN
ESTATE OF I FILE NUMBER
Clayton H. Zeigler County # 97-00751 PA 4 21-97-0751
This schedule i. to be ulld far all .ingll life, join' or .ucce..;ve life ..to,.. and 'erm c..toin calcula'ian.. For do'.. of death aher
12.31.61 and before 5.1.89, actuarial facto" for .inglelife calculation. can be found in Rovenue Booklet (REV.I501B). For do'..
of dea,h an or ahor 5.1.89 actuarial facta" con be found in IRS Publication i 1457 Actuarial Valu.., Alpha Volume.
Th, inllrument creo'ing ,he lile int....t i. a: (Plea.. attach a copy 01 Inltrument)
o Will L" 'n'orviva. Deed of T ru.t 0 O,h..
. . LIFE ESTATE INTEREST CALCULATION '
Jean ~1. Zeiqler
4/6/19
I Pr...n' Age T I Y LIE b
(Nlor..t Blrlhdoy) 11m a 10" I I 1I0tl II Payo II
79 I~ljfe or: Term of Yeon
10 life or = Term of Yea"
10 lift or U Term of Vears
Noml(l) 01 LIII Tlnontl.'
Do'" 01 Birth
-I
I
i
I [J life or ~ Term of Years
1. Value 01 Fund Iram which life ellalll.) i. payable:......................................................... 5 285,000.00
2. Actuarial Factor p.. apprapria'e Table .........................................................................
In'ore.t Table rate. 0 3Y,% [J 6% [! 10% .J Variable Rate G. 60 %
3. Value of life E.tate (Line 1 x Line 2) .......................................................................... ~ 165,702.72
ANNUITY INTEREST CALCULATION . .
Naml(l) 01 Annultont(.)
Da'" 01 Birth
I Pr,,"nt AVI T I y A 't I P bl
I(Nlo,..t Blrlhdoy) .,m a 10" nnul y I oya I
1 I n life or C Term of Veors
life or Term of Years
.r-
life or
Term of Years
i;- lift or - Term of Veors
1. Value 01 Fund from which annuity is payable ............................... 5
2. Check appropriall black below and en'.. carr..panding (number) in column .....................
Frequency of payout. :::: Weekly 152)
= Quart..ly (4) = semi.Annually 12)
C Bi.weekly (26) '- Monthly (12)
r- -
_ Annually (1) _ Other (
3. Amaun' of payout per p..iad.................................................
J. Aggregate Annual payment, line:! '( line 3.......,.,.................. ........................"........
5. Annuiry FOdor (see instructions)
Int....' Table roll . '_ 3V,%= 6'~ = 10% = '1a"able Rail ,~
6. Adjustment Factor (see instructionsl ......................................... . .................
7. Value of Annuity.. If using 3Y2%. 6%. 10% or if variaDle rate ona perioa payout is at end
of period. calculation is: Line 4'( Line 5 ( Line 6................ ......................................
If uSing variaole rare and :Jeriod payour is ~, oeglnnlng ':); :enoc. :::IC:./laflon IS:
(Line 4 ( line 5 ( line 6) - Line 3....................
NOTE: 7he ..,oiues ~; '!'II! funds wnic~ creare ',e ~cove ~ulure 'nfer~'1fS ,,"uU :Je ,.,cor'ee :n ocrl ~i 'ne :srafl! ':'UI!'S. ...ne . '~rcuc:'l
Line;' ;he ~esulling Life/AnnUity InrereSllsl inoulc ~e "eoor'ee .:r 'he .:gcrocrlCle 'OX -;:Jfe ':In ...nes .: .5. '.: Jne : i
os reauired.
~-J-:lll ; IJ;~J ; .IIUn~V- ,II ~JJ ~J~~.~ ~I I-
ZeiglerP .xls
Zeigler Esletc
Credit Trust Oato 01 Death
000 Value or Trust 5285,000.00
Age or Life Tenanl 79
Rale 01 Return 6.60%
Proscnt valuc 5165,702.72
Remainder 5119,297.28
Trust Annual Annual Tolal Annual PV 01 Annual
Year Value Invasion Income Distribution Factor Payout
1 5285.000.00 514,250.00 518,810.00 $33.06000 0.9133522650 530,195.43
2 5270,750.00 $13,537.50 $17,86950 $31,407.00 0.8096643520 525.429.13
3 5257.212.50 512,860.63 $18,976.03 $29,836.65 0.7139550900 $21,302.03
4 5244.351.88 $12,217.59 $16.127.22 $28.344.82 0.6257538980 $17,736.88
5 5232.134.28 $11,606.71 $15,320.86 $26,927.58 0.5447167420 $14,667.90
6 5220,52757 $11.026,38 $14.554.82 $25,581.20 0.4706240180 $12,039.13
7 S209.501.19 $10.475.06 $13,827.08 $24.302.14 0.4033257770 $9,801.68
8 5199,026.13 $9.951.31 $13,135.72 523,087.03 0,3427023780 $7,911.98
9 $189,074,62 $9,453.74 512,478.94 521.932.68 0.2884972620 $6,327.52
10 5179,621,08 $8,981.05 $11,854.99 $20,836.05 D.2403507100 $5,007.96
11 5170,640.03 58,532.00 511.262.24 519,794.24 0.1980003120 $3,919.27
12 5162,108.03 58,105.40 $10,699.13 518,804.53 0.1512594310 $2,844.36
13 5154.002.62 $7,700.13 510,164,17 517.864.30 0.1298249770 $2,319.23
14 $146.302.49 57.315.12 59.655,96 516,971.09 0.1032133420 51,751.64
15 5138.987.37 56.949.37 59,173.17 516.122.53 0.0808815170 51,304.02
16 $132,038.00 56.601.90 58,714.51 $15.316.41 0.0623858210 S955.53
17 $125,436.10 $6.271.81 $8,278.78 $14,550.59 0.0472611640 $687.68
18 $119,164.30 $5,958.21 $7.864.84 $13,823.06 0.0351580950 $485 99
19 5113.206.08 55,660.30 57.471.60 513,131.91 0.0255830970 $335.95
20 $107.545.78 $5,377.29 57,098.02 512,475.31 0.0184145210 5229.73
21 $102,168.49 55,108.42 $6.743.12 $11,851.54 0.0129728730 5153.75
22 597,000.00 $4,853,00 $6,405.96 $11.258.97 0.0089847680 5101.16
23 592.207.00 $4,610.35 56,085.67 510,eee.02 0.0081225130 586.88
24 587,596.71 $4,379.8-4 $5,781.38 510,161.22 0.0041059400 $41.72
25 $83.216.87 $4,160.84 $5.492.31 $9,653.16 0.0027154910 $26.21
26 $79,056.03 $3,952.80 $5.217.70 $9.170,50 0.0017712020 $16.24
27 $75,103.23 $3.755.16 $4,956.81 5B.711.97 0.0011387490 59.92
28 571,348.07 $3.567.40 $4,708.97 $8.278.38 0.0007218750 55.97
29 567,780.66 $3,389.03 $4,473.52 57,862.56 0.0004524680 53.56
30 564,391.63 $3.219.58 $4,249.85 57,489.43 0.0002605940 $2.10
31 561.172.05 $3,058.60 $4,037.36 $7,095.96 0.0001723830 $1.22
32 S58.113.45 52.905.67 53.835.49 $6,741.16 0.0001052880 $0.71
33 $55,207.77 52.760.39 53.643.71 $6,404. I 0 0.0000388021 $0.25
$165,702.72
Tax on Present Value 01 Remainder 57,157.84
Tax on Current Value of Remainder $17.100.00
Tax on Future Value 01 Remainder 524,439.91
~'~U''''" '*'
COloWONl'otALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
R I NT NT
SCHEDULE 0
ELECTION UNDER SEC. 9113(A)
SPOUSAL DISTRIBUTIONS
ESTATE OF FILE NUMBER
Clayton II. Zeigler County n 97-00751 PA . 21-97-0751
Do not campl.telhl. lehtdul. unf.lllh. IIlIt.l. mlklng Ih. .lecUon to IIx ....II under Sectlon 91131A) aflh.lnherlllnce & EIlIte Tax Ad.
" the election applies to ll10llllhan one lrust or Ilmllar arrangement, a leparale form musl be filed for each IIUII.
This election a ies to Ihe" Trusl manlal. residual A. B. B . ass. Unified Credil. ele. .
If a !rult or similar arrangement meels the raquiremenls of Seclion 91 13(A), and:
a. The IIUst or similar arrangement il hsled on Schedule O. and
b. The value of Ihe IIUSI or similar arrangemenl is enlered in whole or in pan al an assel on Schedule 0,
then Ihe Itansfero(s personal representalive may speofically idenllfy Ihe tlUll (all or a fractional portion or percentage) 10 be Induded in Ihe election 10 have such lrusl or
limilar propeny trealed as a laxable Iransfer in Ihis eSlale. "less than the enlire value of the IIUSI or similar propeny il induded al a taxable Itansfer an Schedule 0, the
personal reprelentalive Ihall be considered 10 have made the eloclion only as 10 a fraction of Ihe tlUSt or similar arrangemenl. The numeralor of this fraction is aquallo
the amount of the IIUSI or similar arran ement induded as a taxable assel on Schedule O. The denominalor is ual to the lolal value of Ihe trust or similar arran,emenl.
PART A: Enter the descriplion and value of all inlerests, bolh taxable and non-taxable. regardless of location, which pass to the decedenrs
sUlVivin s use under a Section 9113 A trust or similar arran ement.
OESCAIPTlON -'ALLIE
Credit Trust: Life Beneficiary is Jean M.
Zeigler, Wife
(285,000.00 date of death
value for trust)
Present value of life
estate is $165,702.72
Part A Totad $ 1<:<; 7n7 7')
PART 8: Enter the descri lion and value of all interests included in Part A for which the Seclion 9113 A election to tax is bein made.
OESCR:PTIQH VALUE
Remainder interest (1/2 to Brenda Davidson,
daughter, 1/2 to Kim Zeigler, Daughter)
remainder value
$119,297.28
Part 8 Total I
I" more sPace IS neeaed. Insert additional sneels cf the same slzel
s
119,297.28
,
ZeiglerP .xls
Zeigler Estate
Credit Trust Date 01 Death
000 Value 01 Trust 5285,000.00
Age 01 Lila Tenant 79
Rate 01 Return 6.60%
Prosent value 5165,702.72
Remainder 5119.297.28
Trust Annual Annual Total Annual PV of Annual
Year Value Invasion Income Distribution Factor Payout
1 5285,000.00 514,250.00 518.810.00 $33,060.00 0.9133522650 530,195.43
2 $270,750.00 $13,537.50 $17,869.50 $31,407.00 0.6096643520 $25,429.13
3 5257,212.50 $12,860.63 $16,976.03 $29.836.65 0.7139550900 521,302.03
4 5244,351.88 $12,217.59 $16,127.22 528,344.82 0.6257538980 517,736.88
5 5232,134.28 $11.606.71 $15,320.86 526.927.58 0.5447167420 $14,667.90
6 S220,527.57 $11.026.38 $14,554.82 525,581.20 0.4706240180 $12,039.13
7 S209,501.19 $10,475.06 513,827.08 524,302.14 0.40331:57770 $9,801.68
6 5199,026.13 59.951.31 $13,135.72 523,087.03 0.3427023780 $7,911.98
9 5189,074.82 59,453.74 512,478.94 521,932.68 0.2864972620 $6,327.52
10 $179,621.08 58,981.05 $11,854.99 $20,836.05 0.2403507100 $5,007.96
11 5170,640.03 58,532.00 511,262.24 $19,794.24 0.1980003120 53,919.27
12 $162,108.03 58,105.40 S10,699.13 $1B,804.53 0.1512594310 $2,844.36
13 5154.002.62 $7,700.13 510,164,17 517,864.30 0.1298249770 52,319.23
14 $148.302.49 57,315.12 59,655.96 $16,971.09 0.1032133420 51,751.64
15 $138.9B7.37 56,949.37 59,173.17 $16,122.53 0.0808815170 $1,304.02
16 5132,038.00 $6,801.90 58,714.51 515,316.41 0.0623858210 S955.53
17 5125,436.10 56.271.81 58.278.78 514,550.59 0.0472611640 $887.68
18 5119,164.30 $5,958.21 57.864.84 $13,823.06 0.0351580950 548599
19 5113.206.08 5S,660.30 $7,471.60 $13.131.91 0.0255830970 $335.95
20 5107,545.78 $S,377.29 $7,098.02 $12,475.31 0.0164145210 5229.73
21 5102,168.49 $S,108.42 $6,743.12 $11,851.54 0.0129728730 5153.75
22 $97,060.06 $4,853.00 $6,405.96 $11.258.97 0.0089647680 $101.16
23 592,207.06 $4,610.~ $6.085.67 510,e96.02 0.0061225130 58e.88
24 $87,596.71 $4,379.84 $5,781.38 $10,161.22 0.0041059400 $41.72
25 583.216.87 $4,160.84 $5.492.31 59.653.16 0.0027154910 526.21
26 $79,056.03 $3,952.80 5S,217.70 59,170.50 0.0017712020 $16.24
27 $7S, 1 03.23 53,755.16 $4,956.81 58,711.97 0.0011387490 59.92
28 S71,348.07 53,567.40 $4,708.97 S8.276.38 0.0007218750 $5.97
29 567,780.66 53,389.03 $4,473.52 $7,862.56 0.0004524680 $3.56
30 564,391.63 $3,219.58 $4,249.85 $7,489.43 0.0002805940 $2.10
31 $81,172.0S $3.058.60 $4,037.36 $7,095.96 0.0001723630 $1.22
32 $58.113.45 52.905.67 53,8~.49 $6,741.18 0.0001052880 SO.71
33 $S5.207.77 $2,760.39 53.643.71 56.404.10 0.0000388021 50.25
$165,702.72
Tax on Present Value of Remainder $7,157.84
Tax on Current Value of Remainder 517,100.00
Tax on Future Value 01 Remainder 524,439.91
/\
\<~
''i'
LAST WILL AND TESTAMENT
I, CLAYTON H. ZEIGLER, of the Borough of Carlisle. Cumberland County,
Pennsylvania, being of sound and disposing mind and memol)', do hereby make, publish and
declare this to be my Last Will and Testament, hereby revoking :Uly and all former Wills or
Codicils by me made.
l'fEM ONE
I direct that all my just debts, funeral expenses, testamentary expenses and all
inheritance taxes shall be paid to the extent possible from those assets held or passing under
ITEM FOUR hereof as soon as practicable after my decease and as part of the administration
of my estate.
ITEM TWO
I give all of my personal and household effects, automobiles, boats and co\lections, if
any, and any insurance policies thereon, unto my wife, .JEAN M. Zl!:IGLER, if she survives
me by thirty (30) days, otherwise to my children who so survive me to be divided equa\ly
among them as they agree. My Executor shall sell any property as to which there is no such
agreement within sixty (60l days after the admission of this Last Will and Testament to
probate and sha\l add the proceeds to the residue of my estate.
ITEM THREE
If my wife, JEAN ~1. ZEIGLER, survives me, in order to obtain the portion of the
marital deduction allowed in my estate by the Federal tax laws that will eliminate all Federal
estate taxes payable as a result of my death. my Executor shall divide my residuary estate
into two portions known as the "Marital Fund" and the "Credit Trll~t."
. The Marital Fund, which shall not be reduced by any taxes payable by reason of my
death, shall be that fractional proportion of the entire residuary estate determined as fo\lows:
The numerator of such fractional proportion of my residuary estate shall be the
smallest amount which, if allowed as a marital deduction, would result in the least possible
Federal estate tax being payable as a result of my death, after allowing for the unified credit
against Federal estate t.ax and all available credits and deductions claimed. The numerator
shall be reduced by the value of any other property which passes to my said wife. JEA.\1 ~1.
ZEIGLER. which qualifies for the marital deduction and reduced by that amount, if any,
~ .
.,; ..
(HZ
Page 1 or' q Pages
which, when added to my tuxable estate, will result in Federn! estate tax no larger than the
credit for State death taxes allowed in my estate without increasing any State death taxes
payable as a result of my death.
The denominator of this fraction shall be the value of the entire residuary estate.
Values assigned to the property for the purposes of this computation shall be those values
finally determined for Federal estate tax purposes.
The :'Ylarital Fund shall be distributed outright to my wife, JEAN ~L ZEIGLER, as
soon as practicable after my death.
The Credit Trust shall be held and managed by my Trustee(sl in accordance with
ITEM FOUR of this my Last Will and Testament.
My Executrix shall have the power to distribute assets in cash or in kind to the
Marital Fund and to the Credit Trust and to select specific property to be distributed to the
Marital Fund or the Credit Trust without regard to the income tax basis on such property.
In making these allocations, my Executrix shall use the value of the assets as of the date or
dates of distribution so that each distribution shares proportionately in the appreciation or
depreciation of assets between the date of my death and the date or dates for distribution.
However, no allocation of assets shall be made to the Marital Fund which does not qualify
for the marital deduction. To the extent that other assets which qualify for the marital
deduction are available, there shall not be allocated to the :\-larital Fund (al assets with
respect to which an estate tax credit for foreign taxes paid is allowable or (bl any payments
under an employees trust or retirement annuity contract of the type described in Section
2039(cl of the Internal RlIvenue Code or subsequent provisions of similar import or Ie) United
.
States Treasury Bonds that are eligible for redemption at par value in payment of the
Federal estate tax. In computing the marital deduction all generation-skipping transfers for
which I am the "deemed transferor" shall be disregarded.
If I am not survived by my wue, .JEA...'l :\-1. ZEIGLER. I give, devise and bequeath all
of the rest, residue and remainder of my estate, both real and personal property, unto my
Trustee to be held or distributed by such Trustee under ITE:'YI FOljR (c) through (el hereof.
If my said wife. ,JEA...'l ~L ZEIGLER. survives me and disclaims any portion of the
;,.l ".
.~ .. -
'_ ~ I..
PJge : ni ~ PJges
"
Marital Fund, such portion shall be added to the Credit Trust.
If my said wife, JEA.'11 M. ZEIGLER, and I die simultaneously, or under circumst.ances
which render it difficult t.o det.ermine who died first., my said wife shall be deemed t.o have
survived me for all purposes of t.his my Last Will and Testament.
ITEM FOUR
CREDIT TRUST
:\-Iy Trustee(s) shall hold the asset.s received under ITEM THREE hereof, if any, for
the following purposes:
(a) To pay the net income, at least quarter-annually, t.o my wife, JEAN M.
ZEIGLER, for life. In addition, the Trustee(s), in their sole discretion, may invade the
principal of the trust to provide for the proper and adequate support of my wife, JEA.'11 M.
ZEIGLER.
(b) The Trustee(s) shall pay to my wife, JEAN M. ZEIGER, annually, such sum
from the principal of the trust as she may request in writing, pro.vided, however, that said
sum may not exceed the greater of Five Thousand Dollars ($5,000.00) or five percent (5%) of
the aggregate value, at the time of said request, of the principal of the trust hereunder.
(c) Upon the death of my wife, JEAi'l M. ZEIGLER, my Trustee shall distribute
the principal of the trust to my children, BRENDA Z. DAVIDSON and KI:\-ffiERL Y C.
ZEIGLER, in equal shares, absolutely.
(d) In the event that any of my said childr~n shall fail to survive my wife and me,
but shall leave issue surviving, then such deceased child's share shall be held by my Trustee
and the net income therefrom shall be used for th& support, maintenance and education of
the issue of such 'deceased child. My Trustee shall use as much of the principal as it shall
deem desirable for said purposes. My Trustee shall distribute absolutely the principal of such
share of such deceased child to the issue of such deceased child per stirpes as each shall
attain the age of twenty-one (21) years. In the event that any of my children shall fail to
survive my wife and me and not leave issue surviving, then such deceased child's share shall
be added to the shares of my other children as if originally a part thereof.
(e) ~otwithstanding any other provisions to the contrary, in no event shall any
share be distributed to any beneficiary later than twenty (20) years after the later of the
.
- It '.
CH.'::
Page 3 or" 3 Pages
...... .'.--
death of my wife or me.
ITEM FIVE
POWERS OF EXECUTRIXCCESI AND TRUSTEE(Sl
In addition to the powers conferred by case law, by statute, and by other provisions
hereof, my Executrix(ces) and Trustee(sl and their successors, shall have the following
discretionary powers applicable to all property held by them which powers shall be effective
without order of any court and shall exist until final distribution:
(a) To retain any property of any nature received by them for whatever period they
shall deem advisable;
(b) To invest and reinvest all or any part of said property in such stocks, bonds,
securities or other property, real or personal, as in their discretion they shall deem proper,
without regard to statutes limiting the property which a fiduciary may purchase;
(c) To sell, transfer, exchange or otherwise dispose of, any part of said property,
for cash or on terms, publicly or privately, or to lease, even for a term exceeding five (5) years
or the duration of any trust herein, without liability on the purchasers or lessees to see to the
application of the proceeds, and to give options for these purchases without the obligation to
repudiate them in favor of a higher offer;
(d) To execute and deliver any deeds, leases, assignments or other instruments as
may be necessary to carry out the provisions of any trust hereunder;
(e) To borrow money, including the right to borrow money from any bank and to
mortgage or pledge any asset of the estate as security;
m To assume continuance of the status of any beneficiary with regard to death,
marriage, divor~e, illness, i~capacity and the like in the absence of information deemed
.
reliable without liability for disbursements made on such assumption;
C g) To pay from the trust, or the income therefrom, all debts or claims against my
estate, or any taxes or similar charges on my estate;
(hl To make any distribution hereunder either in kind or in money, or partially in
kind and partially in money. Distribution in kind shall be made at the market value of the
property distributed, and my Trustee(s), in their absolute discretion, may cause the share
distributed to any distributee to be composed of property similar to or different from that
CHZ
. P:lge ~ ,.>t' 3 P:lges
distributed to any ather dlstributco;
(i) To exorcise any subscription right in connoction with any security held
hereunder, to consent to or participate in any recapitalization, reorgnnizntion, consolidation
or merger of any corporation, company or association, the securities of which may be held
hereunder, to delegate authority with respect thereto, to deposit investments under
agreements, to pay assessments, and generally to exercise all rights of investors;
lj) To invest in endowment, insurance or annuity policies on the lives of
beneficiaries of any trust hereunder;
Ik) To continue in any partnership, joint venture, joint ownership or other business
enterprise of which I am a part at the time of my death;
(1) To compromise claims;
(m) To continue for whatever period of time as they shall deem necessary any
ownership as a tenant in common or as a partner, in real estate or other property and to act
as I could have done had I been living;
In) To lend money to my estate or to any trust created hereunder or to purchase
from the estate or from any trust created hereunder, at the market value thereof at the time
of purchase, any securities or other property tendered to them by my estate or any trust
created hereunder at any time and from time to time within a period of nine (9) months after
my death;
(0) In the event that any amounts are payable hereunder or under any trust
created hereunder to a minor, or to a person otherwise under legal disability, or to a person
not adjudicated incompetent, but who, by reason of illness or mental or physical disability
is, in the opinion of fiduciary{ies) hereunder, unable to properly administer such amounts,
. -
sucK amounts may be paid by the fiduciary{ies) hereunder in his, her or their sole discretion
in any of the following ways as he, she or they may deem best:
(1) Directly to such beneficiary;
12) To a legally appointed guardian of such beneficiary for the benefit of
such beneficiary;
(3) To a person having custody of such beneficiary for the benefit of such
CHZ
P:lge 5 of g ?:lges
"",,~~',wr:r:-'.' .....~... .,. .'. ,.'
benelicillry;
(4) By the liduciary(ies) hereunder using such amounts directly to thl!
benelit of such benelicillry.
Ip) To employ agents, Ilttornoys and proxies and to delegate to them such power
as my personal representatives and 'l'rustees consider desirable and to pay reasonable
compensation for such services as may be rendered by such agents, attorneys and proxies;
(q) To do all other acts in their judgment necessary or desirable for the proper
management, investment and distribution of my Estate.
ITEM SIX
PROTECTIVE PROVlSIONS
All income or principal held for the use and benefit of the beneficiaries of any trust
hereunder shnll not be in any way or manner subject to anticipation, assigrunent, pledge, sale
or transfer, nor shnll any such interest, while in the possession of my Trustee(s), be liable for
or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary, or to
attachments, executions or sequestrations under process of law.
ITEM SEVEN
APPOINTMENT OF EXECUTORS AND TRUSTEES
I nominate, constitute and appoint my wife, JEA.'1 M. ZEIGLER, as Executrix of my
estate. In the event that my said wife shall predecease me or fail to act as Executrix, then
I nominate, constitute and appoint my daughters, BRENDA Z. DA VlDSON and KIMBERLY
C. ZEIGLER, as Executrices of my estate.
I hereby appoint my wife, JEill\l M. ZEIGLER. and my daughters, BRENDA Z.
DAVIDSON and KI~mERLY C. ZEIGLER, as co-Trustees of any trust created hereunder.
In the,event that my said wife,JEill'1 M. ZEIGLER, shall fail or be unwilling to continue to
act as co-Trustee, then my said daughters shall continue to act as co-Trustees of any trust
created hereunder.
In the event my Trustees cannot unanimously agree on any issue. a majority vote
shall control. In the absence of a majority vote. the vote of my spouse as Trustee shall
.",.-. .
(HZ
Plge b of 8 Plges
~~ .-r
'. .. 'i"'~"':-'''''4'_'.''''~.'''''.o:"''l':r'''''.'"~.''"''''''~''''~'''''''l.~ -....
"'.- .~,
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND
I, Clayton H. Zeigler, Testator, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my Last Will; that I signed it wil1ingly; and that I signed it
as my free and voluntary act for the purposes therein expressed.
Cl~~'~ Ze~;- ./
Sworn or affirmed to and acknowledged before me by Clayton H. Zeigler, the Testator,
this 02\~ day of -r\~fl\.L~ ,1994.
. Ne';1-.:!!.1p.a1
Tnc:.a L Ja.~~'i \"~....."I Public
Co1rt i.!J &"./0. -:'l.o:'l'l~:"oi!fO CCl.'ti
I My Ccm(~~~n ~..:;,:~:.i i--=v. iH. i~1
COMMONWEALTH OF PENNSYLVAN'IA )
:SS.
COUNTY OF CUMBERLA..'ID )
We,
the witnesses whose names are signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw Clayton H.
Zeigler, the Testator, sign and execute the instrument as his Last Will; that the Testator
signed willingly and that the Testator executed it as his free and voluntory act for the
purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed
the Will as witnesses; and that to the best of our knowledge the Testator was at that time
18 or more years of age, of sound mind and under no constraint or undue influence.
~e?Ah.. /3 /l.~
Address .' /~.i/ (c?""~rt" t:,>,.,-
, . '~
""'('JloJ .... ,??,;J
.
Address
.
Sworn or affirmed to and subscribed before me this
,199 .
day of
Notary Public
Page S of S Pages
.. ...-..,
.
-.. -.
... .--,--....-...-.-
-"-
IN RE: CHRISTOPHER JASON
BEAHM-BIBLE,
a Minor
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
ARDON P. AND JONI M. BEAHM,
petitioners
DISCHARGE OF GUARDIAN
OF MINOR
NO. 21-96-751
AND NOW,
'{/~
this 11- day
D~
of I
Petition, it
is hereby ordered and
, 1999, upon
consideration of the annexed
decreed that Ardon P. Beahm and Joni M. Beahm are discharged as
guardians of the person of Christopher Jason Beahm-Bible, a
minor, effective January-I" 1999.
BY THE COURT:
J.
IN REI CHRISTOPHER JASON
DEAIIM-BIBLE,
a Minor
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
ARDON P. AND JONI M. BEAHM,
Petitioners
DISCHARGE OF GUARDIAN OF MINOR
NO. 21-96-751
PETITION FOR DISCHARGE OF GUARDIAN
OF THE PERSON OF A MINOR UNDER THE AGE OF 14 YEARS
TO THE JUDGES OF THE SAID COURT:
AND NOW COME Petitioners, Ardon P. and Joni M. Beahm, by and
through their attorneys, McNees, Wallace & Nurick, and file the
within Petition for Discharge of Guardian of the Person of a
Minor Under the Age of 14 Years, and in support thereof state as
follows:
1. This Court possesses mandatory jurisdiction to consider
this Petition pursuant to Section 711(6) of the Probate, Estates
and Fiduciaries Code of the Commonwealth of Pennsylvania, 20 Pa.
C.S.A, !l711(6).
2. By Decree dated September 20, 1996, Petitioners were
appointed as guardian of the person of their grandson,
Christopher Jason Beahm-Bible ("Christopher"), a Minor, until
further Order of this Court. A copy of said Decree is attached
hereto as Exhibit "A."
3. Christopher was born on September 15, 1996, and since
that time has resided with Petitioners and his mother, Jennifer
L. (Beahm) Bible, at 201 High Street, Summerdale, Cumberland
County, Pennsylvania.
4. At the time when Petitioners were appointed as
guardians of the person of Christopher, both of his natural
parents, Jennifer L. Beahm and Todd J. Bible, were high school
students at East pennsboro High School.
5. The purposes of such appointment were to permit
Christopher's parents to finish high school and to relieve them
of some of the financial responsibility for Christopher's care
until they had completed their educations or were otherwise able
to care for Christopher.
6. Christopher's parents have completed their high school
educations and were married on August 15, 1998.
7. Todd J. Bible is presently employed by the united
States Air Force and has been assigned to Andrews Air Force Base.
8. Todd J. and Jennifer L. Bible plan to relocate to 8440
Fieldstone Way, Landover, Maryland, on January 10, 1999, and are
ready to assume full responsibility for Christopher's care.
9. For the reasons set forth above, Petitioners desire to
be discharged as guardians of Christopher's person.
10. Todd J. and Jennifer L. Bible have agreed to assume
responsibility for Christopher's care and have consented to the
- 2 -
-,_.._.:_~.:....
,
- - .. -.....-......".." ~ .
discharge of petitioners as Christopher's guardians. Said
consents are attached hereto as Exhibit B.
WHEREFORE, Petitioners respectfully request that this Court
discharge them as guardians of the person of Christopher Jason
Beahm-Bible, a minor, effective January 10, 1999.
Respectfully submitted,
McNEES, WALLACE & NURICK
By c..') /~t4) I (\J /u ((-p 7
Sharon R. Paxton
Attorney I.D. No. 58852
Delano M. Lantz
Attorney I.D. No. 21401
100 Pine Street
P.O. Box 1166
Harrisburg, PA 1710B-1166
(717) 232-BOOO
Attorneys for petitioners
Date: January B, 1999
- 3 -
{
McNEES. WALLACE III NURICK
100 PINE STREET
(
SEP 2 0 l00af
r. ... .... "..
-
-
HARRISDURG, PA 17101
IN RE: CHRISTOPHER JASON
BEAHM-BIBLE,
a Minor
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
ARDON P. AND JONI M. BEAHM,
Petitioners
APPOINTMENT OF GUARDIAN
OF MINOR
NO.
02/- Cftc - 'l SI
DECREE
~(Q)[PY
AND NOW, this Ototll- day of &...ab....JL.
f
, 1996, upon
consideration of the annexed Petitionr it is hereby ordered and
decreed that Ardon P. Beahm and Joni M. Beahm are appointed as
co-guardians of the person of Christopher Jason Beahm-Bible, a
minor, until further Order of the Court. If either Ardon P.
Beahm and Joni M. Beahm should die before termination of the
aforesaid guardianship, then the survivor shall thereafter serve
as guardian of the person of Christopher Jason Beahm-Bible, until
further Order of the Court.
BY THE COURT:
1st 1I(J.'Lt:-~~ E. ~{L-,-~
f J.
.r- .1T" <':' ~':,";l ~:.:' ~":"I\:~.:-i n:-:X}~':fJ
..: . t, ' ..H:I':."\,.....: --f,: ~i to.
: . ,"'.t '-:-:r.."~'''' :' "
~_..... . .1" .
r"O ~~i,i .:..,~..\' ,'I' .
''j'I('~-E!..: U_ I."'; ,:'..-~fL-- "...C}l,.
, [.
.... !:f-
. . 'J, \ Glor!: of l.h~ air .;\;..;,:.::-('0'
.f-' .
. I C\.!I~~.t'"'f" ,.'1 (...~."..:
exhibit B
....'.'1.'....
(j)
......."1