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HomeMy WebLinkAbout97-00170 I -... \ 'C""-- '0 0- \ .!! - (1) . a 0 1;; z .... t PETITION H)R PIUmATE und GRANT ()I<' I.ETTERS No, ,)./.- 9 7-/70 t.:ware IIf _JOruLA. Ii. Ze,i.Q1er al,m kllll"''' lI.\' _Jphn A._Zeigl~r 1'0: ___._._~__. m_m_ Registl'r of Wills for thl' ..~.__,._..__ m , /)"1'('(1.'''11. ('ouuty ul' C~rJ<lOQ . .__ in thc Social Security No, _ l7~,:,,12-48Qll ('nmmonwelllth of l'enllSylvunla The pelitlon of thc undcrslgned respect fully represellts tlUll: Your pethloner(lQ, who is/1lIX IR yellrs of uge or older un the exeent rix,-.-- ____..._.... nlll1led In Ihe last will of the lIbove decedent, lhued ... _ March.I.. _ _____..,_,...._. __.____..._., 19.6O""..~ and codicll(s) dated .Ncne._ ....____ . ,.._....__..____._________ (~IIUl. rclCVlllll dtl:HfIlSIIIll\.'rs, l'.J.\. rl'I1t1IH.'ialloll, dCl\lh of CI(CclllOT, ('Ie,) Decclldenl was domiciled at dellth in ...J:i.llWer1and____.___________...._ County, Pennsylvania, with his last family or prlndplll residcnce at.l42..-West.Green $trllQt~r-- ---C'lmNorl..nr'l ("("1Oty......P~t&-"..--.-_.-..._----_.__.-._--__. (lIst sireN, IlIl11lhcr lInd IIl1l1ldpallty) DecClldent, then .Jill,_ _ years of age, died Februa~,1Q..___. _, 19..27.__, at _Holy S.mri t ,HQ.IW.iJ;A1L~.J)JUll1eJ~Qr(L'.l'Qlmship, . CLlrrtJedand. COllnty I ....I?A......., Exeellt as follows, decedent did not marry, was not divorced and did not have a child horn or adopted afler execution of the will offcree for prollllte; was not the victim of a killing and was never adjudicated Incompetcnt: .~QU~_________________ .___________._.___ Dccelldent at dcath owncd properly with cstimatcd valucs as follows: (If domiciled in I'll.) All pcrsonal property (If not domiciled in Pa,) Pcrsonal propcrty In Pennsylvania (If not domiciled inl'a,) Pcrsonal propcrty In County Value of real estate In Pennsylvania situated as follows: _ None.. uooo.oo $---.- $ $ None WHEREFORE, petitioner(x) respectfully request(s) thc probat" of the last will lDlIrualil:II"') presented herewith and the grant of letters_TestameQJ;~.n'..._ ,___ (tesfamelltary; administration c.l,lI.; adminIstration d,h.n,c,La.) thcron, '" 'll' u H "0- '6. "I 'll.~ ~'il ~e: ~o 1;1 !I, iii _ CL'(,(,AI,!. u}-l'~&.-\ --AMa.-w.. Zlligl ~ I 142 West Greet Street ~~n..ni~~burg.-EA-l7055 -...--.....-.......-.. .._._-~--_._. OATH OF PERSONAL REPRESENTATIVE COMMONWEAI.TH 01<' PENNSYLVANIA 1 88 COUNTY 01" ~UM~F.:RL~~~_______..__ f . The petitioncr(!b above.named swear(s) or afflrm(s) thatlhe statemcnts inthc foregoing petition arc true and corrcet to thc best of till' .nowkdgc and bcllcf of petitioner") and that as personal represen.. talivc(1Q of the abovc dccedcnt pctilloncr(l) will wellllnd truly adminlstcr thc cstatc according 10 law, Sworn to "~r uffil'lnr.d~llnd subseribcd r __a((f/-{~_W,'?,"{1e,k \Il beforc me thIS __-1..8'..______.__ dul:, of__I\r1..}~Ii'___~eJgJ~~_.~_____._ ~ 71.~..:;~~;..~~ 1 H_ -===.~=: i Ic..)- i , \', No. 21-97-170 __ I<:state of -ilQlm..A... H. Zeigler, A/k/Il ,TnfuLA--ZAighlr I Deceased DF;CREE OJ<' PROBATE ANI> GRANT ell<' tETTERS AND NOW FI\llRU.!'.~)'_..2).. .,..____~____ 19..9.7_, in consldcration of Ihe petition on the reverse side hereof, satisflll'tory proof huving bcen presented beforc mc, IT IS DECREED thllt the instrnmenl(lQ dated__............l1ar.c.ILL....l9.6Q........ described therein hc admittcd to probllte und fIIcd of record as Ihe last will of John A. H. Zeiqler, a/k/a.Ll2QhnA.~i.'iller__ and Letters ~!.rt.amenta~__~_~_____, arc hereby granted to ._..Anna ..li...Zllig111r ---I ....___ --.L FEES Probate, Letters, Etc, "",'"" $ 2 5 . 00 Shoft Cerliflcates(2 ) '" , , , , , ,,$ 6.00 Renunciation "",."",. f , " $ ~L5.00 TOTAL _ $ 36.00 , Filed ,,~~~Rq4~~, ;~l, "1,~9.7",, , " , " " , n~(!~_&~}..:r,-fJU.-.-~' G, ~~~ . . 0 Rtlli.lor of Will, , -i- 'V ::?a... -f":d:1<t!4:; wi 11 i..m T... Sllnr1ay-Dt:i.3"9- ATTORNEY (Slip, Cl. 1.1J, No,) 39 West Main Street Mechanicspu~~ l7055~O ADIJRESS LZ11L766-QIi?2 . PHONE ~ t:: rf '5 ;l ~ ...... .., 0) 0.. ( 'J 0 n '~ p d:'(~) 00 , "I 'F~ - "Y'~ .. ffi ", (,:,.; 7~~ (1 ..... I 5 'ttJ ~~ &l <D ~ 0:: c:c MAILED LETTERS AND ORDER TO ATTORNEY FEBRUARY 24. 1997 21-97-170 Jill" i., [11 (('lli(\' dld( till' inl\lllll.Uillll h{'It' ",j\I'11 I~ ((Illt'llh . <l1'II'd 1111111 ,11\ (Qqllll,d \1'11111(,11(' 01 ,1l';1I11 did\' Idl'!1 \\1111 1111' ,I'> I 1Il,lll{vgl'.l1.11. Thl' CltlgilJ.d ((,tldi..lfl' williit' llflw,lldl'll II) il\!' ",1.(!1 \'il.1I Jlnllld., (lll'ht' fill PI'llll.lIll'1l1 liliol" WARNtNG: Ills Illegal to duplicate this copy by photostnl or photogl'apll. Nli, liii,j'i'il'WI""i~J,' /.';iii"~~\1~ Qf p(/r.'A.. !I....~ ,~ ..~~.) ~'."'~ ' . (. ,S; <~,." '~~f .,J./,lffN1 ~\ ~~l"~' ~UlJtiPju.l! .,j/I( /.tilt/.. l!.U./L , .1Jf1tdj t 11..i1 Hq:i\H.1I (J h't' !tll' i11i,~ ll'lli/i,',lk, ~.IO(J 4088004 ,i't1hcLIl.:Lt/-/.1,l'l'l.L {! 1),11(' HI06,.'Rt, ,.., COMMONWIIALTH Ot' PENN8YLVANIA , DEPARTMENT OF HEALTH. VITAL RICOAP8 CERTIFICATE OF DEATH (Coroner) IlWI,UmIlIIIIlI flEM ~"Cl<<NltUWMtI ~DR'OfOf,""H(IoIMI'lltr,_1 A, Zeigler. H.I~~~08 I' FebruDry to. 1997 =1'l\Y~~_. i....... -A!~:t.. (J.b~.or..~~1 :~.'~~~":~Z~:;:I 1~w:ll!E.'!!St<<'a~~~~. ~~___h~_~__~__'_ Har.14,1907 Harrisburg, Pa lr1p.,,,nlfJ f/llC.luljltl"nl~ oo,..(] :=:e[.l ~.l.J =~11[.l ---ciiY."iOii DElUtt fAcIt ytiAAltillrK..'Il""'....,,;"llOtfj.rd"""I,.,1 ClClIIN HI Il'~ ........lwI_,....~.""*"."" Cumberland ~:aat Punnllboro lloly Spirit lloapital =.~,~~~~C"blll ~Wh1te _'"]lli~ttV.!8l-~!Q!1 __ f- _~I!!I!tII~_ _ "*'IDffi OfjUYEAIN CiOl!NTU.Q1OJl - el,QUS'~I"" lJI'MyU..(llPOUlI !()....~rJ""'~"'1f'4<),."'lln"'" J u ~eo ~Ul ~_~II'h~Jl.till.w!lll!llell_~ HM< 1\tII.,~~ Ill....~.,....,.._) oI.....OXle.ltdll""'~...'....oJl fl Hoil Eltn\fIlIIIy/k"""-'l ~ ~i"f_trl IlJif.LInt'-.ll_OllJIr.At 11L.Ha>'Y-1l~e__ _"'-__IL\!...w ,... " .. Married i t""r Ot:CIDEN'.loWllltOAtlOr..ul/!l.... C,//t.;>w<, sw.z,;?"uutJ Ofct:Ollfl1 P 1 1 142 West Green Street ~~~~NCf o. 5141. enns~ liaD 4 .- - =_ n,r] ......_I<.It<IIM<JIII__.___~._.___._.__._____.___~_._.__"*JI MechAn1csburg, Pa 17055 ~'':'~''';'' ~f II lIb C<>l"~~ ~~lb~rJ~nd " 1,~~1 :'==~J1g'hAnj.ks.buJ:g. _ _ ., ~If'_._~--~--- t.IOltllll..u.walf._IMl<JtMMNnIlur.......l JLl1ervitl...lL.,.1.e.1.9irJr..._ .in. ~h.n.' WooW:HTTt.lA.UflT.l*""r'Il) '.iiWr.llClo\OtlAl..".....c~r'ho<';1i;~. fl;;~~~~,J.eiillju'----.---- ,. ~,liOH-- r~~W!...t.:.4~ ,ililli~...~....l.10~ ...... ~J Cttm"',"' LJ R""""fI~,,",81....1 J 1"""""0., llMIl 0I'0IH0I~ """"",II .......~.L_.__.__.__._.__.__.___.I1 Feb, 13, 1997 Lon9sdorf Cemetery l?tOOuM:~~;w-"ii'iiv--:Jt~'{II"iOiiN.:ll~Aa.uctl lliOifHH"UMllI!ll PUJMlAHO taOl'.-.clllh' ~. .~~' ______lw....fO-OI2662-L____ ....3'1 [, Main St. ~.. ..... WlIIr"lI 1'..~oI""~...tVlo<<""td..u-._IIII..""'*'.ll4ltd I H ~;'",.;;v\Jlo."...."'...lIh /' ,s.."._r....JT"", ......,."...0' """h ' ii~ii..;;.;;M1.~~~--- b6fiJ~'-~J:ir1~ED~"'OII""'1 ,...._"'""1".,..,....-.."..", ' _____.._._~ .~!~.!!._ _l.~.!!!~!l, 1997 _ It,,,,,",,,,, f"'."..._.....I'It"....O'DOIl'\PI<..__h_.....'lIIlh [lI)1lUI..~..U'u.."'ullt;\n9 J<l(h"UldlK0I1MflltMOl'V..rNl,tI""kOl t....l ,''''''. ,l,ppIu.1rlll1O I...,..;""'...."...,..""".,.. --...~ --- New Kingstown, Pa 17072 eChanjc.bu~--' ......-- ~.l\I;'oIo"1 n'...."*' .. NML\HlH' IlAClIl.IHtI ~ S ..~""'11tAW HolD' ""',.. ~=:~~~~tr- ~!'~:~lt~~~!~ Jli'~.~~~'(jt!!t J.!!f~ILH!!1!L.~__ PIlt.roIOnMiAn"':;f'}<.~I/dOfj .. iJoj('IDiiiIA~A(O'j:j(iiilfff(iufj , 0iJIj. ioi(.~'t .i.~';c(jj~(iliiu'il. C:~-,-- I ~ I \VI.'NlAUIOI"'JWlN;;unJ$HlNIlll-KIl ~II01'OI!,lJtl' . -."iWeo;iWuAY"---"u -~I"It.lti-oi;<N,\Y -.--. 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Norri.s, Coroner o..tlltN.Df..~MIlIlH"""I""IIo'.lnmYOf'I~IIII,.O..lh"e"'fltd.llh.II~~.611f,IllKljll~",lllIld...'lultlt~''''''(411f>4 >4 405 Fat rWllY Orive ... =~eI:':;,'~~~~...:~.'.:~~.~~.__~,'~'_'.::_'_':..:_:~~~.._'_'~~.:.:,=~'~:~~::~'_'.:,~:,'~~~~~ t&ffi~~IIl' [10, ~~cbl!.llW!.2!!.t&~A 170,5 !!.."JY.Ltlu.d6.!--~4~!!r------ __ _ u __ _ _._______I.~~ i.J,~Mj _ "Jf"!.IJJ!.!.y_!!.jI1!1____~_________.________ IlOWfUIHlYOCCUANO ! I I I I , I I ' I ; I , ' I ri . , I I I I I ~ 1 I I i' ' , , 'I' ' I" ,!II " 'I, " , ' ',' I"" '! I I , ' I' I ' I " _'_ II ! ~' : , ' ' ! I , " I I;, ' : I , I , Ii I II II' I, ,-, II ,I 'I ' I 'III! l. ,1 ' ,II ['II I 'I' I ' 'J I "1'1' ' " ,'I :, " I I , "" 'II",' II ' I' I, ", III : I, :: I 'I I I II'II!' 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It. ~lnllLl\H, of' l.\\o 1.l00'Oll:\11 of' r,joclwnl. oGuuri':, OOllnL,y of (JuliIl)(Jl'.l.:ln,] ,m,] 8\',':1,,1) of' l'olllHly.l.V"W'\'I1, boinr; of flouml 1Il1ncl, 1'1I(1110),'.'1. illld Ltn(V)I'Gt:\Ild111'~I do IIHd(c;I, pub11ol1 llnci doolIAl'I~ tl11fl to 1.10 lIl,y lnnt vl\.l1 nwl '!'l'Jl:ltlllllnnt, hOl'oby 1'0- vol:1n,I" untl 1111.1I11n,"\ voi"l 1.l11 1'0)'11I(!1' l'/l..LIO, oml.\.oHn ~Ind othor tOr.;t~11Of~11tU.l'Y lliFlpOfJ1t10.l1fJ by lill) ut: clllY \~l,lIlo \\Ol,(.tOl'oro mUllo. 1. I rUl'oct my oxoo\t(:l'l.x, IHlt'o.lnf.\ftol' llllllleJ(l, to pay LlC soon lIS prl:lc\iiQllbll) uftor 11I.'1 c1000Uf.!<J llll lilY ,lust dobts <<nu. tho expenses of my loa I. 111n660 und burial. " I.-~ . All the rest, roslrlt\0 f1.JIl1 l'oula1nder 01' my (~otat(J - l'OEIl, ]'Gr8onf.ll (lm1 m1xe(1 - , I gl vo, clovlfl0 nn.l bequeuth unto my boloved \~1fo, Anna W. Zeip;ler. 3. Should my Buld wl,fe ))I'edeool.\se me I then ~\l1<l in tila t event, I p;lv(~, c1evlFlO nIlc1 bequeath (\ll of lilY auld estut.e unto my da"~~Cri Botty Z, Sponsler. LI', I he)'Gby nOlllll1.il\;C I. constituto [1,11(1 ul1j)oint m:>, said 1'1 1ft' I l\nlll1 i'l. Zeir;l.,r, oxoO\l'trix of this lilY 1r.\f~t 1/111 und 'l'osttilluent, (:lhould Il1J' Oiil,d \'I1fe ]1l'odecenso lIIe, then. und in hor ot01Wt, I hc:ri;lby nom inn to , cons\', 1. tutc und a ppoint illY null!. d~nlr~ht(.'l', Betty ;;;. SPOllr310r, oxocutrlx of 1.111 s my lust \H11 and 'l'olltUlllont. Il~ VlI'l'll~SS i'1l11~HIWI", I, JOI-lH A. II. ZinGLER, the '1'08tatol" , huve llereunto set lilY hunCl und fJo:ill to this 111.'1 lust vl111 and 'l'es.tUlllont till,s /....tit- (1.f.\Y of (:3Jo.:AL) Sigl\eu., . souled, pub bJol 'ho above lHlIII011 John II. II. ZOin;l,}r un fwd for his 1[(8, 1'/il1 und 'l'ostwllont in. thei preSfJnCr;i of' us, W\IO, ',It hls rnqneRt '-Ind in 1118 presence und. 111 the) pl'OAenC() of 8:'.oh 01.1101' have l101'uunto Rubsel'1!Jec1 lml" n,;II1I()f! 1:\0 vlltnonGCR \"\1')I'('tO. #~ .~ ,(~~,u)' . Q. ~<t-.lA...L.C...~# ,; ':~}!~:;;;~",~;);l~p]~mr.,:.,~",~;':':iJ;~",:, :.'-L,'::;:;~~;.~",?::::(;~:~~::::~;^~;~~iT;',,;,~ ~~~;,:,-- .-. · "j ')i';::~j :,) \l~:lir~i(~III:(:';i,ldr"'(1 ~ ~,~<"? "I;;, .,I~ililkti~:~S~i~\\; ;~,t;i\~.~~i,rrfrj:, ,j'MmS,:::" , " .' . ": . ,~; ," '_':':;:.:..' : /;"". '~.~_:,/,i- " '!{',\'l,:::"")': :,' :",;f~<;"~--::",' ~':"'.c-.-'>' ",I:. ~;-,; . I'J~i_"F::i"I,~.\:rl'-':'.'~"':;'f:~'::i">/-''-: . ,,'\l " /; ) '( INHERITANCE TAX RETURN RESIDENT DECEDENT COMMm~W(Mflj or fftltl5Yt\lM~I^ (TO BE Fit ED IN DUPLICATE '''''''Mil'' 01 '\"'''IF ' ?I 9'/ - 1 '/0 1l.."sIU:J, ~~ol~",o'o, WITH Rr:GISTER OF WILLS) wlItm CODE YEAR NUMBER --~---.. ,. ;,-='~Hi;itii;'fiITifrr.Ai.lin~it:.'ril5(~iTIi:MHmIr 'if1ITf~lt'- .-';'7=::::C:;:;:; :C' _c' -:"-:':=~::,:."-,-'_:::;~ -: -;;~c".-;;;.,-.::_c;;;;'--flto(:lM',-ii:~ Ct~Mrrfrr~~r;Uf,f;;'-;;:"-~-::~~;c:;,::;;-=~-=--":'=:::,;==---=--'.': I:: ~ 14? WeBt Green street ~ ;OC.:_";~.~i~,ij~:~:~i~:1n ^. II. -15''';~;~;~:J7.. 11>^;.,;ol.' 4.i'~.i~7_ Mechanicsburg, P^ 17055 ~ '" ~:'~.~~~::"'"'' I;~I~~""'~'" "'" "" "100" '"'''''' Isn( '~'f;\~(~~~~~~~~ '''"{ ^M,~l1r~t3FvMll?,,'sl'UillOml-_~-~~=='~'.::~~~ ~ I~ll, Orlgltwl Retlut" [I 1, Supplflmenlul Relurn [ J 3, Remolndl!lr R.'urn 1I(:!i ~ (lor dol.. of dfl<1lh prIor 10 12.13.87.1 bllti LJ 4. limited Eltolft [ .1 Ao, futurl'l Inlfmul Compron\he I J 5, f'lIderol Ellal' TOM Relurn RequIred :x: 9 Vor dol", of d~oth oflfH 12.12.821 u III ~ 6. Doteden! Olt!d Te~lo!e [ I 7, Dftcerlftnl Molnlolnnd 0 livIng Trusl ~Q 9. 10101 Number of Safe DepDIlt 80l<el IAlloch copy of Willi IAlloch copy 0' Trolll -j." m~'!lI!6N"_!I'"!ig[t!l!!Lqj "T" , ..~ WilJiat1l.h..811i1dllY.. ___ _ __ 39 vlest Main Str'eet - Suite #l fl~ "'''liO''' ""M'" Mechanicsburg I PA 17055-6230 _1.7.!J.L.. }66-_~f)22 _____"..~~~--~=___ ............,.,.,..."..... _ . __ __._ (I I _____ n. ______n_______' 1 2 I ..,.. ___n________m____.__,__ 13) .__,___.___~__ 14) ._~_._,,__ I 5 I _.__.20~0. 40 161 ___--9___~_ 171. 0 V.'-~OO fK 4 II 9~1 ~~ z co 5 f bl .. .. ~ ~ ! u S II.. J rOA DAUS or IIIAfH AnlA U/3l1" CHICK HIAI " A SPOUSAL 'I PO'llAlY Ollln " CLAIMIII I. !il,1 NUMitlii (q 1-, 6069.88 181 (101 1111 112) 113} 114) )(,_11I 1161__________..___~ ,06 e It7) ,____._____.__~,_.._.._~ ,tS e 1181 1191 1201 CIIf'Ii< hflll' II you CUll 1l'tIUI'slinu (1 tefund of YOUI QVt't )oY'nH'111 2090.40 6069.88 ( "lq7q~4B)____ o (3979.48) n o o o o O. 21. If line 1811 grealer than lIne 19, enttlr th. dIfference Cln lIOft 21. Thll II Ihe TAX DUE. l21l ..:.__~_ A. fnhn th.lnhmnl on tht! balonce due on line 21A. 121Al ~~_ 8, En'e, Ihelolol 0' Line 21 ond 2tA on Une 218, Ihill. the BALANCE DUE, 12181 (L~___ Make Che,.k Payable tOl Ro.ol"e' 01 WillI, Aoent _ __ 0 n e, penoll::. ~ 'pe,,;,y, l;~; I 'nt i Le ~xomlned 1101: rolllrn~~lng n'''~mp~nylng "~edul~' ~d' llol~men", on 10 the be.' 0' my knowledge and beli." I, tl'ue, correct ond complele. I dedarfllhol all f"al estate has been r8potted 01 hue market value. Declaration 01 prflpOler olher lhan the per'Mal r.pre..ntatlv. h a..d on alllnformallon of whIch preporer hm any knowledge. 10 ATU fQfHASON "rnoN'11iifR5ft ;jiit.iOHlu~N-~.--Ai)fiHlf---.- ~ i'I"; I , (1'././ '- ~{<Ukt 142 vlest Gr-een StreE!~'_ lo,,"~.t!"r.A'ii.Ofi~~ti~}.vmsmmiY.- - - AOO;;" ' , . ....2l..~i(,df1:1k~ ___39.W"stt1ain street::Ste._~1, 1. Reol Eltotfl (SclUldulfl AI 2. Stocks ClOd Bonds (Schedulfl 8) 3. Closely Held SlOck/Parlnershlp Inlersll ISc!ll,dule q .... MOltgoge~ and Noles Recelvobl, (Schedule D) 5. Cosh, Bank DeposIts & MlscellaneouI Personal Propllfty ISchedule E' 6, Jolnlly Owned P,operty (Schedlll. fj 7, I,onll." ISchedule GllSchedule q 8. Tutal Groll Allell (tololUnel l.n 9. Funeral ElIpenlfl'l, Admlnlltrullv. COlh, MllcellonIJoul hp.nulI 15chedl,le Hl to, Dob", Morlgoge L1obllllle., Lion. 15chedule I) 11. Tolol Deduction. (totolUnel 9 & \01 12. Nfll Volu41 of Ellale (line 8 mlnulUue 111 1 ~ Cfu.1rlloble Clnd GO'o'f1rnmenlol B'que~h ISchedule J) 14. N~t Value Subleclt~ To)!, (Une 12.mlnuI U~. 131 15. Spoulol Tronders (for dol.. 01 death after 6.30.941 See Inllructlonl for Applicable Perce"llag. on Revorle 1151 . Side. llnclude valuftl hom Schedule K or Schedule M.I 16. Amount of llnfl 1.. lall:Qbl. ,,1 6% role llnclude volufll from Sr.hedule I< or Sl;hedultJ M,l 17, Amount of Une 14 toxoble 01 15% ral. (Indude valu.s horn Schedule K or Sch.dule M.I 18. Prlnclpall(1)Il, due {Add tax from Unfll 15, 16 and 17.1 19. (r.dlll Spoulal Poverly Credit Prior Paymentl Ollcounl Inlerell -. + _.,_..._._---_.~ + .---.----- - -'-~-"-' 20, II Un. 191. g,eole, Ihon line 18, enle' the dllle,en" on line 20, Thh I. the OVERPAYMENT, 110 bATf M~c;ha.n!cE'but:g" .f'^.J.)0!??_ .N..ove~.f....:L!~97 OATf Mechanicsburg, P^ 17055-NovembeL1 1997 . .--.----t>2JO ---".-----..---- UV1'Mn, pft/.! j =,~,oM":~~;i~,:\~~::~;;\r""~_.=~~~___~~'~.TL~~~~~~6Ep~~P_ER~Y. =_ ~=_=_'_,===~" ~_~T~~~ ~~~hr!_~~~,_ zei9~~~____. __ . T'Ll2~~;;::.?L _ _ ~_. __ Jolnl I,.a.t(.ll ____._ __,.,___,_.tl~ME.___._._n__.___._._...__ _,~D~.~EGs.....__,.___,.____ A, Anna W. Zeigler 142 West Green ~treet Mechanicsburg, PA 17055 . .....!!.~ATI~NSH!"-!O DICED.ENT __._. Surviving Spouse 8, C, Jolntly.aw.,d prop.rty, ---.--- --,-- -----~------- u.......__..__ ITEM LETTER DATE FOR TOTAL VALUE DECO'S DOLLAR VALUE OF NUMBER JOINT MADE DESCRIPTION OF PROPERTY OF ASSET %INT, DECEDENT'S INTEREST TENANT JOINT ~.__._~_.- 1. A 4/11/91 Certificate of Deposit #5709923230992723 issued by CoreStates Bank Balance Date of Death $ 7000.00 50% Not Taxable Accrued Interest 31. 62 50% Not Taxable 2. A 7/16/90 Savings Money Market Account #833812002 in Core States Bank Balance Date of Death 6025.32 50% Not Taxable Accrued interest 11.77 50% Not Taxable 3. A 9/01/67 Checking Account #446610 in Farmers Trust Company Balance Date of Death 15918.67 50% Not Taxable Accrued Interest .76 50% Not Taxable 4. A 4/01/79 Savings Account #3-302569 in Farmers Trust Company Balance Date of Death 5783.05 50% Not 'taxable Accrued Interest 4.1.9 50% Nut. Taxable 5. A Prior t All property not listed in Not Taxable Feb 10, this Inher-i tance Tax Return 1996 ,"'8S owned in names of. John A.fl. Zeigler and Anna w. Zeigler as Tenants By Entireties for more than one (1) year prior to death TOTAL (,10,1.0 onto, on IIno 6, Rocapllul"tl"n) S Not Taxable (If more space ;s needed Insed add/Ilona! sheels 0' same size) ~ST"TI Of COMMONWIALtH m I'fNNlYlVANIA INHI_nANCI1AK A1TURi'o UIIOINT OfClOINr -~- ,.,- L "... M... .". FILE NUMBER ' IIIV.U11IX. ["'II ~~ SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ITEM NUMBER A, ___..JIQh[LA..JL._ZeiglJlr____.___._, DESCRIPTION 2Hl7-1'l AMOUNT 1, Funeral Exp.n..., Myers Funeral Home, Inc. - Funeral Expense $5618.20 8. ' Admlnl.tratlve Co.'s, 1, Perlonal Reprelsntatlvo Commllllonl Social Security Number of Perlonol Represehtotlva: Veor Commllllons paid 2, Attorney Fee, 170.00 3, Family EKemptlon Claimant Relationship Address of Claimant at decedent's death Street Addrell City State Zip Code 4, Probate Fe.. 30.00 C, MI.e.Uaneou. Exp.ns..: 1. Register of wills - (2) Short Certificates 6.00 2, CUmberland Law Journal - Executrix's Notice 60.00 3, The Sentinel - Executrix's Notice 59.58 4, Postmaster - Certificates of Mailing - Rule 5.6 1.10 5, Reserved for Filing Account, Recording Release, Etc. 125.00 6, 7, 8, TOTAL (AlIa enter on line 9, Recapitulation) (If more .pace I. n..d.d, In..rt addltlnnal .h.e" of sam. .110,) S 6069.88 03-02-98 ZEIGLER 02-10-97 21 97-0170 CUMBERLAND 101 F,=~=~~L~~d_.~ MAKE CHECK PAVABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAXN LOWER PORTION FOR YOUR RECORDS ~ REV: iS4-j-EX - i. jip -i 09-:m- "iloTi en;..- "iNHERITANcE " TAx" 'A"PPRiii SEHENT~"" i.i. LowA'N"c EO ijli --" - - - 0" - - - - - - - -" DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JOHN A FILE NO. 21 97-0170 ACN 101 /5 /(:,:.(() COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF RIV!NUE BUREAU OF INDIVIDUAL TAKES INHERITANr,E lAK OIVISION OCPT. zaOttOl HARRISBURG, PA 11126-0601 NOTICE OF INHERITANCE TAK A~~RAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASS~SSHENT OF TAK WILLIAM L SUNDAY STE 1 39 W MAIN ST MECHANICS BURG DATI ESTAT! OF DATI! OF DIATH FILl NUMBER COUNTY ACN PA 17055 ESTATE OF ZEIGLER UK RETURN WAS, I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN I. R..I Eat.t. CSeh.dyle A) 2. Stock. and Bond. (Schedul. 8) !. Clo.ely Held Stock/Partner.hip Inter..t (Sch.dul. C) ~. Hartgage./Not.. Roc.lvabl. (Sch.dul. OJ S. C.lh/8ank O~po.lt.l"i.g. Par.onat Prop.rty (Sohedul. El 6. Jointly Owned Prop.rty (Sch.dul. f) 7. Tr.r~.f.r" (Sch.dule G) eo Tot.l A...t. ) CHANGED I (. *' uv-a"ll'" 111."1 JOHN A DATI! 03-02"98 (1) 121 (5) (41 (J;)_ 16l_ (7) .00 ,00 ,00 .00 2.090.40 ,00 ,Oi. III _ 2,090,40 APPROVED DEDUCTIONS AND EXEMPTIONSl .. Fun.r~l Expen.~./Adlll. Co.t./f1ho. Expen... (Schedule Hl ('l. 10, D.bh/Hortg.g. LhblllUu/Llono l$ch.du1. Il UO) ,!UI 11, Total D~ductlon. tl1l ___ 12. Net Value of Tax k.turn (12) 13. CharJtabl./Qovarnttant.l 8equ..t..l Non'alect.d 9115 Trult. (Schedul_ J) (1!) 14. Net Velu. of E.hta SUbj.Clt 'lo Tax (14) NOTEI If.n ......mont was i..u.d previDu.ly, lin.. 14, 15 .nd/or 16, 17 .nd 18 r.fl.ct figure. th.t includ. the tot.l of ~ r.turno .......d to d.te. ASSESSHENT OF TAXI IS. AMount of Una 14 at Spoll..l rd. US) 16. A~unt of Lina 14 taxabl. .t Line.I/CI... A rat. (16) 17. Aaount of Line 14 t'K~I_ .t Collat.raI/CI... 8 rate (17)- 18. Principal Tex Du. TAX CREDITS: PAVHENT DATE 6,069,88 ,00 ,00 ,00 M ,00. K ,06. K ,l~. USI RECEIPT NUHBER DISCOUNT 1'1 INTEREST/~EN PAID 1-) AHDUNT ~AtD TOTAL TAX CREDIT BALANCE OF TAX DUE INTERESl' AND PEN. TOTAL DUE . IF ~AID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, NOTE I To in.ure proper Clred! t to your -.caount, lub,.t t the "."er pOr'tlon of thl. for.. with your tax paylltent. 6,069..aa.. 3,979,48- ,00 3.979,48' wUl ,00 ,00 ,00 ,00 ,00 ,00 ,00 ,00 I IF TOTAL, DUE IS LESS THAN n, NO PAVHENT IS REIlUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAV BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIOHS,I lCj ;-; , r , C', ("oJ I r:~ ;.~ ,., ,'n ,,:.: 'p ~^ i.iJ ~ w;: 1.:5 () RESERVATIONI t,t.te. of 6totdlnt, dylnl on or blfor. D.c.-ber 12, 1982 ~- If any future int.r..t In the ..tate 1, trtn,f.rrld In pon.lllon or enjoy..nt to Cl... a (coUahr.i) bInIflollrl.. of the d.lled.nt .ft." thl .)(plretlon of any Ifllht. for lU,o" for ynrl, the Ctllllonw..lth her.by 8Mprltllb r.."v" thl right to Ippral.. W ......trim.flr InharltlmClI' TaMI. It the lawfl,ll Clall 1\ (\,;01181t.r81) rlllt. on any .I,loh fututl 1nt.r..t. PURPOSE nf' NOTICE I PAVHENT I REfUND (tR), OlJECTlOHS, ADMIN ISTRATtVE CORRECTIONS! DISCOUtH, PENAL TV, INTEREST I To fulfill the rlquirt..ntl of Slotlon214(l of the InhlrUanol end E,tate TlIlC Aot, Act t1 of 1995. (7Z IJ.S. S"cUon 911tO). o.tllOh thn top portlon of thll Notloe l!lnd tub. It ~1th your Pllly..nt to the Rllghtlr of Willi printed on the r,v,,,sl .leM. HMekCl CMClk or .0n1Y Clrdllr peyabllili tOl REGISTER OF MILLS, AGENT " refund of a talC crlldlt, whloh was not r.quut.d on the lalC Rlturn, Ill:;' be rllqu..tld by cOlplltlng an ".pplicIUun for Refund of P.nnsylvanla Inher1t1mciI and htllt. hit" (REV~lS15)' AppliCltlonl arl 11I.....11001. lit the OHlce of the R'l1Ihter (Ii Willi, any of the ?~ Rllwenue Dhtrlct OffJce., or by ClIlllnfil the sPIClI"l 24-hour 1IIn....r1na l"vlcII flUee,. far forllt ortlorlngl In PennlYIlJ~nla 1-800-362-Z0!i0. ouhlde Porwllylvanh and within 10c.1 Itarrhburg ar.a (17) 7a7~8094, TOOl (117) 77Z-7.ZSZ' OilarlO1l Iapalred Onh). A.nv party 11'1 Interut not IlIthfled loIlth the arp-;'lIh"lnt, l!lllowance or dllllllawanoe of deduction., or alle....,.,t 6f taM. (InoludlnSl dlllcotflt or int.relit) III shown on thh HotIc. IlUSt Obj8Clt wlthln .IMb (60) dlllYS of receipt of this Hottcll bYI --wrlttllln prohnt to the PA Oepart..nt of RevenUII, BMrd of Appallh, Uept. 281021, Harrisburll, PA 1112:6~101l, OR --alactlon to hava the ..ttar dtlhrllllnlld at a,KlIt of the ItClcnunt of the petlonal "lIpr...ntaUve, OR --appeal to the Orphan.' Court. Factuul error. dlscoy.rlld on thl~ aSIRIs.~nt .hould b~ addr.ssad In wl'it!ng t01 PA nepart..nt of Revonue, BUrlau of Indhddulll TlllCUJ AnNI II0lt A.us.."'n~ Review Unit, Dllpt. 280601, H"rrhburg, PA 1,1128-0601 Phone (717) 781-6505, 5.. page S of the bookl~t ~Instru~tlon. for inherltano. Tax R.turn for a Residtint Oecadant" (REV-ISOl) for an eICP111natlon of ~Inlltretlvel~ eorraCltabl1 error.. If any taM due ls paid within three (3) cellndlllf .onthl ~fter the dccadant'H d~ath, a five percant (S~) dl.count of th_ tel< Pllid 11 allowed. The 1!iiC taM ...,..ty non-pertlcipllUCln P8fltllty II coaputad em thl tCltal of the tal( and Intlrut aU."~J IInd not paid be for. Jllnuary HI, 19-96, the first day Bftllr tha end of the ta)ll; aMnesty parlod. Thh nonMpertlcipaUon pinal ty 11 Itf)paalllbla In thll '~M' 1~IIM8r and In thll the Ie... U.. par lad al vou would nppeDl the talt IInd Intlllr,..t that ha. tM.n all.t1l1fl a. Jndicahd Oil thll noth:e. Interlllt Is charg.d b.g!,,"in; with fir It day of dellnqlJflnc'll, or nln. (9) Months and ana (l) dillY frol the detl of dl.th, to the data (If pay..nt. Tall.. which bee... delinquent before January 1, 19SZ balllr Inter..t at thtl rlt. of ,1M (6~) parc.nt p.r ennua clllcul8ted at ft dallv rate of .000164. All talCe' which bee..e delinquent on and aftlr January 1, t962 will be.r intllr.lt et e rate which wIll very fro. calendnr Ylar tD calandllr YGar with that rete liMOUl'lud bV thll P4 Depart.ant IIf Revenue. The appliCable lntllrellt ratlls for 196Z through 1998 ar.1 '!!!!: to!!!!.!.!..!!!! !l!!..!LInhrlllt f-'aotlJ.!; !!!r Int.ra.t Retl!' Dflilv Interest r.ctor 1912: 20Y. ,000546 1'J81 .x ,000241 1985 161: .000438 19&8-1991 11:( .OOO!OI 1964 11;( .DOnOl 1991 OX .000241 1985 13X .0003!i6 1993-1?~4 1'1. .000192 19a6 lO:C .000274 19lJ!:d998 OX .000247 .~l"t.r..t It nlcul.ted .. followlI INTUEST . BALANCE 0, TAX UNPAID X HUft'ER 0, DAYS DEI,IHQUENT X DAILY INTEREST ,ACTOR uAny NotIc. IlIultd Itftlr the t~M beco... delinquent w111 raflact IlIn Inhr..t clllculatlon to fiftaln (liD day. beyond the d~te of th. .S.....lInt, If pSYlent I. .arie nft.r thll Interelt eo"putetlon deto shown on the Notlc., addltlouel inter..t ItUlt b. ...lculated. 1997 Nov 4 Nov 4 4 4 4 1998 Mar 23 23 23 Less I PBRSCIfALTlC PRDK:IPAL ACCXDn' CREDITS Account asks credit for the following: william L. Sunday, Esquire - Reimbursement for Costs Advanced I Register of wills - Probate $ 30.00 Register of wills - (2) Short Certificates 6.00 CUrrDerland Law Journal. - Notice 60.00 The Sentinel - Notice 59.58 Postmaster - Certificates of Mailing 1.10 Register of wills - Filing PA Inh Tax Return Charlyn Y. Guerriero - Notary Fees William L. Sunday - Partial Attorney's Fee Anna W. Zeigler - Payment on Advancement to pay Funeral Expense 156.68 10.00 8.00 85.00 1630.72 william L. Sunday - Balance due Attorney Register of Wills - Filing Family Settlement Agreement Anna W. Zeigler - Payment on Account of Advancement to pay Funeral Expense 'lUl'AL PERlDW,TlC PRINCIPAL ACXXDn' CREDITS RECAPlTULA'l'ICfi PBRSONALTlC: Principal Account Debits Credits Balance Total Distributable Estate Balance in hands of Accountant for Distribution 85.00 17.00 98.00 1..2090.49 $ 7708.60 2090.40 ($ 5618.20) (Insolvent) $ None . r--''f-