HomeMy WebLinkAbout11-21-08 (2)15D5607121
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN
Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 0 8 0 9 1 1
ENTER DECEDENT INFORMATION BELOW
Social
0 8 2 6 2 0 0 8 1 1 0 6 1 9 2 D
Decedent's Last Name Suffix Decedent's First Name MI
Z E I G L E R L E O N ,J
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
O 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
4. Limited Estate
~
4a. Future Interest Compromise (date of ~ prior to 12-13-82)
5. Federal Estate Tax Return Required
®
6. Decedent Died Testate
(Attach Copy of III)
~ death after 12-12-82)
7. Decedent Maintained a Living Trust
A
8. Total Number of Safe Deposit Boxes
.
9. Litigation Proceeds Received
~ (
ttach Copy of Trust)
10. Spousal Poverty Credit (date of death ~
11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
cvRRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
R O G E R B I R W I N E S Q U I R E 7 1 7 2 4 9 rL~a 3 5 3
Firm Name (If Applicable) C7 c~..a
I R W I N &
M c K N I G H T REGIST WILLS UONLY=i-
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City or Post Office
State
ZIP Code O
DATE FILED -~
C A R L I S L E P A 1 7 0 1 3
Correspondent's a-mail address:
Under penalties of perjury, I declare that I have examined this return, includin accompanying schedules and statements, and to the best of my knowledge and belief,
ft is true, correct and complete. Declaration of preparer other than the person~representaUve Is based on all information of which preparer has any knowledge.
SIGNATURE QFpE~ S LE FOR_Fjfl'ING RET RN DATE
ADDRESS ~ ~ ~
300 BEVERLY ROAD CAMP HILL PA 17011
SIGNATURE OF PREP ER OTHER T N REP SENTATIVE DAT
ADDRESS ~ ~'r U
60 WEST POMF T STREET CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
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REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 08 0911
DECEDENTS NAME
LEON J. ZEIGLER
STREET ADDRESS
300 BEVERLY ROAD
CITY
CAMP HILL STATE
PA ZIP
17011
Tax Payments and Credits:
1• Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount 1,626.61
3. InteresUPenalty if applicable
D. Interest
E. Penalty
(1) 35, 518.93
Total Credits (A + B + C) (2) 1,626.61
Total InteresUPenalty (D + E )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(5) 33.892.32
(5A)
B. Enter the total of Line 5 +5A. This is the BALANCE DUE. (5B) 33,892.32
Make Check Payable fo: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred : ...................................................................... ^
b. retain the right to designate who shall use the property transferred or its income; ............................... ^
c. retain a reversionary interest; or ................................................................................................ ^ X^
d. receive the promise for life of either payments, benefits or care? .......:............................................... ^ ^X
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ^ ^X
3. Did decedent own an "intrust for' or payable upon death bank account or security at his or her death? ......... ^ ^X
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................. X^ ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent (72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
(72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-0ne years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
(3)
(4)
0.00
0.00
REV-1502 EX + (6-98)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
'ATE OF
FILE NUMBER
LEON J. ZEIGLER 21 08 0911
All real property owned solety or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 300 BEVERLY ROAD, CAMP HILL BOROUGH, CUMBERLAND COUNTY, 135,000.00
PENNSYLVANIA
SOLD -SETTLEMENT SHEET ATTACHED
TOTAL (Also enter on line 1,
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
' SCHED!!LE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LEON J. ZEIGLER 21 08 0911
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointlyowned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1. M&T BANK -CHECKING ACCOUNT #494003 26,261.59
2. M8T BANK -CHECKING ACCOUNT #16981251 125.01
3. M&T BANK -SAVINGS ACCOUNT #15004216706670 46,608.52
4. M8T BANK -CERTIFICATE OF DEPOSIT #31003911866548 31,336.94
5. PERSONAL PROPERTY -APPRAISAL ATTACHED 3,030.00
TOTAL (Also enter on line 5 Recapitulation) I $ 107
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
LEON J. ZEIGLER 21 08 0911
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH °h OFDECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACHACOPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST )IFAPPLICABLE) VALUE
1. EDWARD JONES -ACCOUNT #896-09385-1-5 385,141.14 100. 385,141.14
CASH, STOCKS & MUTUAL FUNDS
BENEFICIARY: RONALD L. ZEIGLER, SR.
2. AUGUST 2008 -GIFT TO RONALD L. ZEIGLER 75,000.00 100. 3,000.00 72,000.00
3. AUGUST 2008 -GIFT TO KATHY ZEIGLER
75,000.00100. ~ 3,000.00
72,000.00
_ TOTAL (Also enter on line 7 Recapitulation) ~ ~ 529 141 14
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (10-06)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES ~
INHERITANCE TAX RETURN
RESIDENT DECEDENT ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
LEON J. ZEIGLER 21 08 0911
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
DESCRIPTION
AMOUNT
A. FUNERAL EXPENSES:
1. W. ORVILLE KIMMEL FUNERAL HOME
B. ~ ADMINISTRATIVE COSTS:
1. I Personal Representative's Commissions
Name of Personal Representative (s)
111.00
Street Address
City State Zip -
Year(s) Commission Paid:
y, AttomeyFees IRWIN & McKNIGHT 16,500.00
3. Family Exemption: (If decedents address is not the same as claimants, attach explanation)
Claimant RONALD L. ZEIGLER. SR.
Street Address 300 BEVERLY ROAD
City CAMP HILL State PA Zip 17011
Relationship of Claimant to Decedent SON
4• Probate Fees REGISTER OF WILLS 294.00
5 I Accountant's Fees
6. Tax Retum Preparers Fees PATRICIA A. ROSENDALE, CPA 350.00
7. REGISTER OF WILLS -FILING FEE 30.00
8. CLOSING COSTS FROM SALE OF REAL ESTATE 9,732.50
9. CUMBERLAND LAW JOURNAL -ESTATE NOTICE 75.00
10. THE SENTINEL -ESTATE NOTICE 158.62
11. CHUCK BRICKER -APPRAISAL ON PERSONAL PROPERTY 120.00
12. STEVEN W. BARRETT -APPRAISAL ON REAL ESTATE 325.00
13. VITAL RECORDS -DEATH CERTIFICATE FOR ELSIE ZEIGLER 9.00
14. NOTARY FEES 35.00
15. BRYAN WITHINGTON -LAWN CARE 437.50
TOTAL (Also enter on line 9, Recapitulation) $ 28 177.62
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (12-03)
SCHEDULE
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES ~ LIENS
RESIDENT DECEDENT ~
ESTATE OF FILE NUMBER
LEON J. ZEIGLER 21 08 0911
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION
OF DEATH
1. PP&L -ELECTRIC 134.91
2. PENNSYLVANIA AMERICAN WATER -WATER UTILITY 50.73
3. COMCAST -CABLE UTILITY 71 79
4. UGI -UTILITY 131.18
5. VERIZON -TELEPHONE 169.08
6. PENN WASTE, INC. -TRASH 48.75
7. ZLOTOFF, GILFERT & GOLD -MEDICAL 37.84
8. CAMP HILL EMERGENCY PHYSICIANS -MEDICAL 38.46
TOTAL (Also enter on line 10, Recapitulation) I $ 682 74
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (9-0O)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
tS~ATE OF FILE NUMBER
LEON J. ZEIGLER 21 08 0911
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. JANE K. HURLEY THOMPSON Collateral 10,000.00
1927 WALNUT BUTTOM ROAD
CARLISLE, PA 17013
2. MAE S. STEES Collateral 10
000.00
765 S. MEADOWS PARKWAY SUITE 20 BOX 268 ,
RENO, NV 89521
3. RONALD L. ZEIGLER, JR. Lineal 10
000.00
3 E. REDMONT ROAD ,
WILMINGTON DE 19804-3711
4. CHERIE LEE ZEIGLER BURFORD Lineal 10,000.00
5. RONALD L. ZEIGLER, SR. Lineal 702
642.84
300 BEVERLY ROAD ,
REMAINDER
CAMP HILL PA 17011
II.
1
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $
{If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
I, LEON J. ZEIGLER, of 300 Beverly Road, Camp Hill, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executors to pay all of my debts, funeral and administrative expenses
as soon as may be done conveniently after my decease.
2. I authorize and empower my executors to sell any realty owned by me at my death
and not specifically devised or bequeathed herein, at either public or private sale, and to give
good and sufficient deeds therefor, in fee simple, as I could do if living.
3. I give the sum of $10,000.00 to each of the following persons;
(a) Jane K. Hurley,
(b) Mae 5. Stees
(c) Ronald L. Zeigler, Jr. and
(d) Cherie Lee Zeigler Burford
4. I give all my furniture and personal effects to my wife, Kathryn K. Zeigler
absolutely.
5. I direct that Kathryn K. Zeigler may live in my house so long as she desires to do
so, and if and when she desires to do so, she is authorized to have my house sold and to divide
the proceeds equally with Ronald L. Zeigler, Sr., share and share alike, (i.e. in two equal shazes).
Kathryn is directed to pay the insurance and taxes, etc. and when she sells the
home, she shall be entitled to recoup one-half of the amounts she has paid for insurance and taxes
after my death and until the house has been sold.
6. All the rest, residue and remainder of my estate, I give, devise and bequeath to
Ronald L. Zeigler, Sr.
7. I nominate and appoint Kathryn K. Zeigler and Ronald L. Zeigler, Sr. to be the
executors of this my Last Will and Testament; they are to serve as such without bond.
8. I hereby suggest that my personal representative retain the services of Irwin,
McKnight & Hughes, of Carlisle, Pennsylvania, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this lsr day of May,
2001.
~~~ ,C-~ .
(SEAL)
LEON J. EIGLER
Signed, sealed, published and declared by LEON J. ZEIGLER, the above named
Testator, as and for his Last Will and Testament, in the presence of us, who at his request, in his
presence and in the presence of each other have subscribed our names as witnesses hereto.
2
ACKNOWLEDGMENT AND AFFIDAVIT
WE, LEON J. ZEIGLER, CIi>":RYL L. CLELAND and MARTHA L. NOEL, the
testator and witnesses respectively, whose nari:°s are signed to the foregoing instrument, being
first duly sworn, do hereby declare to the undersigneu authority that the testator signed and
executed the instrument as his Last Will, and that he had signed willingly, and that he executed it
as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testator, signed the Will as a witness and that to the best of their
knowledge the. testator was, at that time, eighteen years of age or older, of sound mind and under
no constraint or undue influence.
LEON J. ZEIGLER
~~ .-,
? r'
,~
CH RY L. CLELAND
MAIRTHA L. NOEL
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
. SS:
Subscribed, sworn to and acknowledged before me by, LEON J. ZEIGLER, the testator
herein and subscribed and sworn to before me by CHERYL L. CLELAND and MARTHA L.
NOEL, witnesses, this 1ST day of May, 2001.
!~. c
Notary
Notarial Seai
Roger B. Irwin, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Oct. 3, 2004
Member, PennsyNanla Association of Notaries
. form HU61 (]166) ref Handtswk X005 2
A. Se1t~Ct17ei1t .Stc~te171Cl1t U.S. Department of Housing and Urban Development
B. T of Loan
OMB roust No. 2502-0265 ex fires 11/30/2009 FINAL
1. ^FHA 2. ^FmHA 3. ^Conv. Unins. 6. File Number
4
VA 7. Loan Number 8. Mortgage Insurance Case Number
.
5. Conv.lns. PIFN08-059PIN
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C. Note: Ilene marked "(p.o e. )' wero paid outside IM doai t W
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D. NAME OF BORROWER: Kathleen C. Wenger Printed 10110/2008 at 11:35 BG
ADDRESS:
E. NAME OF SELLER: Estate of !eon J. Zeigler
ADDRESS:
F. NAME OF LENDER: Cash
ADDRESS:
G. PROPERTY ADDRESS: 300 Beverly Road, Camp Hill, PA 17011
Cam Hill Borou h
H. SETTLEMENT AGENT: Pinnacle Land Transfer, LLC, Telephone 717.920-3331 Fax: 717-920-3332
PLACE OF SETTLEMENT: 4242 Carlisle Pike, Suite 191 Camp Hill PA 17011
I. SETTLEMENT DATE: 10/1412008
J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
100. GROSS AMOUNT DUE FROM BORROWER
101
Conrad sales ' 400. GROSS AMOUNT DUE TO SELLER
.
ce 135 000.00
102. Personal Pro 401. Contract sales 'ce 135 000.00
103. Settlement ch es to borrower line 1400 662.25 402. Personal Pro
403.
104.
404
105. .
405.
Ad'ustments fw items aid b seller in advance
1 O6. Ci nown taxes Ad'ustments for items aid b seller in advance
107. Coon taxes 10l1M08 to 12131108 155.02 406. CI nown taxes
407, Cow taxes 1 W1N08 to 12/31!08 155
02
108. Assessments .
408. Assessments
109. School Tax 10H 4108 td 06130/09 1068.26
110
S 409. Scholl: Tax 10114/08 to 06130109 '' 1 068
26
.
ewer 10N4/08to12131l08 .'.45.08
111 .
410. Sewer 10114108to1?/31l08 45.08
. 411.
112.
120. GROSS AMOUNT DUE FROM BORROWER
138 930.61 412.
420. GROSS AMOUNT DUE TO SELLER 136 268
36
200. AMOUNTS PAID BY OR ON BEHALF OF BOR ROWER .
500. REDUCTIONS IN AMOUNT DUE TO SELLER
201. De sit or earnest mon 5000.00 501. Excess De sit see insUuctions
202. Princi al amount of new loans
203. ExisBn bans taken su ' to 502. Settlement ch es to seller line 1400 9 732.50
~ 503. Existin loan s taken sub'ed to
'
205 504. P ff of First Mort a Loan
. ~
206
. ~.
207
. 507.
208
. 508.
209.
~.
Ad'ustments for items un aid b seller Ad ustntents for items un id b seller
210. Ci nown taxes 510. Ci /town taxes
211. Count taxes 511. Coon taxes
212. Assessments 512. Assessments
213. 513.
214. 514.
215.
515.
216. 516.
217. 517.
218. 518.
219. 519.
120. TOTAL PAID BYIFOR BORROWER 5000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 9 732
50
300. CASH AT SETTLEMENT FROM OR TO BORROWER .
600. CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amount due from borrower line 120 138 930.61 601. Gross anrount due to seller line 420 136 268
36
302. Less amounts aid b nor borrower line 220 5000.00 .
602. Less reduction amount due seller line 520 9 732.50
303. CASH FROM BORROWER 133 930.61 603. CASH TO SELLER 126,535.86
SUBSTITUTE FORM 1099 SELLER STATEMENT: The kdormation oonleined herein is important Iew infonnaban and is Deing furnished M the Internal Revenue Service. II you are required to hie a slum,
a negkgence penalty or dhM aandion wia bs impos_-d on tau if This item is npuired to be reported and the IRS rfelsrmiriea that it has not been raportetl. The Conlraut Sales Pdcs despipetl on
Ina a01 show consklules the Gross Proceeds d This Iransadion.
You are nsquked by law to provide the sealsmeM agent (Fed. Tar ID No: 42-1603996) wiU your ooneU uxpayar idenufi®fion number. rc you do not provide your mrted ta~ayer idenhacatlon
number, you may Da suDiea to otvil ar airrvlal psnNUea imposed by law. Unden penalties of perjury, I oertiy that the number shown on Ihrt staroment is my Donee ta~eyer idsntlMauon number.
TIN. -- f SELLER(S)SIGNATURE(S): 1
SELLER(S) NEW MAILING ADDRESS.
SELLER(S) PHONE NUMBERS rur _._
ilMeua eW~ane ~ aEedsle
loan FIl16t ryl61 M Flendeook X005.2
' U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number: PIFN08-059 FINAL PAGE 2
SETTLEMENT STaTFMFUr
-- - I Illetx SS Settlement S tem
L SETTLEMENT CHARGES
700. TOTAL SALES/BROKER'S COMMISSION based on rice 5135 000.00 ~ 6 100.00
Division of cDmnission line 700 as folloovs: ~ Printed 10/10/2008 a
PAID FROM
BORROWER'S
FUNDS AT t 11:35 BG
PAID FROM
SELLER'S
701. 8100.00 to Keller wlliams of Central Pa
SETTLEMENT FUNDS AT
SETT
7oz. a tD LEMENT
703. Carrrlission aid al Settlement 8100.00
704. Transaction Fee to Keller Williams of Central Pa 225.00 225.00
800. REMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Od ination Fee ^/,
802. Loan Discount /,
803. sisal Fee
804. Credit Ae
805, Lender's Ins Uon Fee
808. Mort e A licalion Fee
807. Lion Fee
808.
B09.
810.
811.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From to !d
902. Mort Insurance Prertlium for to
903. Hazard Insurance Premium fw to
904.
905.
1000. RESERVES DEPOSITED WITH LENDER FOR '
1001. Hazard Insurarce ~~ !mo
1002. Mon a Irttluarlce rrp, ~ !~
1004 Ci P Tax na. S Imo
1004. Caun Taz md. 59.85 !mo
1005. Arxxral Assessments mo. /mo
1009. ale An is Ad'uslment 0.00 0.00
1100. TITLE CHARGES
1101. Settlement w dosi fee
1102. Abstract w title search
1103. Title examirl~ion
t 104. Title insurarx;e binder
1105. Docurtlent R aration
t 106• Nol Fees to Pinnacle Land Transfer LLC 5 ~
t 107. Att s fees to Irwin & MCKni ht POC Seller
above items No:
1108• Title Irlsllrance to Pinnacle Land Transfer LLC 1033.75
Indudes above items No:
1109. Lender's Poi'
1110. Ownefs Pd' 135 000.00 -1033.75
111 t.
1112.
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recwdn Fees Deed 48.50 • Mo e • Release 48.50
1202. G /Corm laxlstam Deed 1 350.00 • Mon 5 1350.00
1203. State iaAlst Deed 1 350.00 • Mon a 1350.00
1204.
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Reinlb fw Tax Cen to Pinnacle Land Transfer LLC 5.00
1302. Od1NovlDec 2008 OV to Borou h of Ca Hill ~ 52 50
1400. TOTAL SETTLEMENT CHARGES enter on Ibres 103 Sedtion J and 502 Section K 2 662.25 9 732.50
HUD CERT0=1CA11pN OF BUYER AND SELLER
1 have ofeUN ntyiw.w! eu HU0.1 ShcNrrrrd $Iremrn end b Ihs beat d rtry Mno~Medpe xd ENie/, N ie ~ Irue end e¢yreN Ydem,nl d W new rid dehurYrtenb made on my aom+nl
Ir bl' me n Ihie beneettion. I fWMr vrldy IhN I hM nphrd ~ oepy d IM HUD•1 $Ml~m~nl Snd~msnL ~
~~ C ~,` ~-
,2~ti -~ . c~.~.-_ ~
r
WARNING. IT IS A GRIME TO KNOVNtJGLY MANE FALSE STATEMENTS TO iT1E TTs FiUal Settlement Sblemenl rAlirlt I heue prepared is a hue erM emeale elmunt d Mis
UMTED STATES ON TNIS OR ANY SIMILAR FORM PENALTIES UPON CONVICTION Menax1on. I have a viN Duce ere Mde b W dleWesd in eoordenw vllh tNe flMemMl.
CAN INCIIx)E A FINE AND IMPRISONMENT FOR DETAILS SEE T11LE le'.
U S. CODE SECTION 1001 AND SECTION 1010.
SETTLEMENT AGENT. 1. MTE.~ '~
Sean Ferguson 1300 Market Street
Financial Advisor Lemoyne, PA 17043
sean.ferguson ~ edwardjones.com Bus. 717-731-5432
Faz 877-222-0227
www.edwardjones.com
November 7, 2008 R~LV~~~~.~
Irwin & Mcknight N®`~ .,; ~ 1_~0~
60 West Pomfret St.
Carlisle, PA 17013 dRWIN ~ iv-cKivlGii'I
~.AW OFflCES
Dear Roger:
Please find enclosed the information you requested.
EdwardJones
MAKING SENSE OF INVESTING
After rev' ing this information, please feel free to contact me if you have any questions, need more details or would
like t more bout this topic.
Financial
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Q M8T Bank
499 Mitchell Road. Millsboro. DE 19966 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-29»
September 11, 2008
Law Offices
Irwin & McKnight
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, Pennsylvania 17013-3222
Re: Estate of LeonJZeigler
Social Secztrity: 183-12-2178
Date of Death: Augztst 26, 2008
Dear Sir or Madam:
Per your inquiry dated September 8, 2008, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
1. Type of Account Checking Account
Account Number .494003
Ownership (Names of} Kathryn K Zeigler*
Leon J Zeigler*
Opening Date 12/1/72 Closed 9/9/08
Balance on Date of Death $ 26,261.41
Accrzred Interest $ 0.18
Total $ 26,261..19
2. Type of Account Checking Account
Account Number 169812.51
Ownership (Names of} Kathryn K Zeigler*
Leon J Zeigler
Opening Date 8/28/64 Closed 9/9/Ob'
Balance on Dcrte of Death $ 12~. 00
Accrued Interest $ 0.01
Total $ 12.1.01
3. Type of Account
Account Number
Ownership (Names ofJ
Opening Date
Balance on Date of Death
Accrued Interest
Total
4. Type ofAceozmt
Account Number
Ownership (Names o~
Opening Date
Balance on Date of Death
Accrued Interest
Total
5. Type of Account
Account Number
Ownership (.Names o~
Opening Date
Balance on Date of Death
Savings Account
15004216706670
Kathryn K Zeigler*
Leon J Zeigler*
I D/I S/07 Closed 9/9/08
$ 46,.138.34
$ 70.18
$ 46, 608.52
Certifzcate of Deposit
31003911866548
Kathryn K Zeigler*
Leon JZeigler*
9/17/07 Closed 9/9/08
$ 30, 000.00
$ 1,336.94
$ 31, 336.94
Savings Accozznt
15004213564394
Kathryn K Zeigler* . ~}
Leon J7.eigler* ,V(~
8/7/06 Closed 7/28/08 ~~
$0.00 Closed prior to Date of Death * * ~~~ /
~~ A~
~\
C
6. Type of Account
Account Number
Ownership (Names of}
Opening Date
Balance on Date of Death
7. Type of Account
• Account Number
Ownership (Names o~
Opening Date
Balance on Date of Death
Checking Account
950262979
Kathryn K Zeigler*
Leon JZeigler*
4/12/00 Closed 10/15/07
~v y\
VV
v ~~
~~~ `,;'
$ 0.00 Closed prior to Date ofDeath**
Certificate of Deposit \, y
3100391455402.5 r\~i r-~
~.
Kathryn K Zeigler* ~>
~~
Leon JZeigler* ,; ~,~ ~I
~
2/13/97 Closed 8/7/08 \ ~
'
8 0.00 Closed prior to Date ofDeath**
** Please contact the Trindle Road Branch for all additional information on accounts closed prior to the date of
death.
* If upon reviewing the information above, you believe there are additional accounts not referenced, please
provide us with an account number and/or name of any possible joint account holder. For any additional
information on the above accounts, including ownership and any changes, closures and/or reimbursement of
funds, etc., please contact our Trindle Road Branch at 3805 Trindle Road, Camp Hill, PA 17011, or # 717-
737-2308.
Please be advised, there was no safe deposit box found for the above decedent.
Sincerely,
~~C~.e~`~~U-1.r~.r/
Trade Hare
Records Manajement
APPRAISAL
Personal Property of,,~Ed,~ ZEjyLE~ ~'Si~~E ~3~~r4EyEiZLY /~c/,~~f~yph`/~~. ~°/~
Appraised by Chuck E~ricker AU094-L Date ~ -~=0 ~ 1 ~ ~~i i
EM VALUE ITEM VALUE
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