HomeMy WebLinkAbout04-0025PETITION FOR PROBATE and GRANT OF LETTERS
Estate of 'MARGARET M. SEIFRIED No.
also known as To:
· Deceased.
Social Security No. 159-09-9304
Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executa c
in the last will of the above decedent, dated May 28
and codicil(s) dated
in the
,19.n8~1~ed
See Renunciation of Melanie A. Sei~ried ~iled herewith.
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County,_Pennsylvania, with
h er last family or principal residence a~ethany Village Retirement tJent.er
Lower Allen Township~ (325 Wesley Drive, Mechanicsburg, PA 17055).
(list street, number and muncipality)
Decendent, then 87 years of age, died January 5 , lX)x 200,4
at Bethany X/illmgm RetSrmmmnt Center_- Lower Allen Township, Cumberland Coun.ty,
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: None.
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
Unestimated
PA.
WHEREFORE, petitioner(s) respectfullymrequest(s), the probate of the last will and codicil(s)
presented herewith and the grant of letters. ~escamencary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
· M~a~-L. Sef{r~ed
300 West M~in Street
~hirommn~wn~ PA 17011
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~[
COUNTY OF CUMBERLAND _ Ms
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer tt~e .estate according to law.
./) l l , i
Sworn to or affirmed and subscribed ~- "f~/~ ~'~'~/~e~/bf-~-Y~ ~
before me this 8th _dav of [/.~i_,:~_~l L Sci~[''~ ' ~'
ff~/ ----7 JanuarM._ ~_ 2004 J. ,', ~' ~* = ? ..... ~
· GlenOa Faz-ner Strasbmu~h ~e~i~ter [ -~fq~.~. ~
Estate Of
No. 21-2004-0025
MARGARET M. SEIFRIED
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW January 9th :~ 2004, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated May 28, 1987
described therein be admitted to probate and filed of record as the last will of
Margaret M. Seifried ;
and Letters Testamentary
are hereby granted to Miah~ol T,..Ro-~ fried
FEES
Probate, Letters, Etc .......... $ 80.00
Short Certificates(4 ) .......... $ 12.00
Renunciation .(.1} ............ $ 5.00-
x-Pages (3) 9.00
JCP $
lO.00
TOTAL __ ~:U~:;FJ:~;X
Filed 3..a0.u..ar3.9..rah..,.. 20.0.4. ..... .S. 1.1.6...0.0...
MAILED LETTERS TO ATTORNEY ON 1-9-2004
ay.
Mechan±csburg, PA 17055-0318
ADDRESS
(717) 697-8528
PHONE
RENUNCIATION
21-2004-25
In Re Estate of
¥~RGARET M. SEIFRIED
deceased.
To the Register of Wills of
Cumberland
County, Pennsylvania.
The undersigned Melanie A. Seifried, dauKhter of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
Testamentary
be issued to Michael L. Seif~.%ed
WITNESS my
hand this 8th day of January , l~t 2004.
529 Lakefield Lane
Orangepark, FL 32073
(Address)
(Signature)
(Address)
(Signature)
(Address)
105.805 REX,' 9196
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local R,egistrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate. $2.00
P 9825418
No.
octal-Registrar
~105.143 Rev 2,'87
BLACK INK
NAME OF DECEDENT {F,ra M m~,e, tam)
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH
Cumberland
SEX Female
Margaret M. Seifried I*'
Apr 29, 1916 ~olu~ia, ~a.
Lower Allen Twp. ~ Bethany Village
325 Weslo~ ~rive Apt. 2~$ ~,u~[ .,. ~. ·
Mechanicsburg, Pa. 17055 {s.~ Cumberland ~' ~ ~
Norman B. Meisky ~ ' " ' Catherine Carney
I
,v,,ci, aei L. Selr,-ied I ~~,n~,lemanstown Pa 1,011
~., ~ ..... m ............ m ~,.~Tw~;TM ~"~'"- "~'"'~'-~ i,~,o.-~.....~
~..,-.Q a.,~.[ ~l Jan 7. 2004 I Rolling Green Memorial Park Cam Hill Pa 1
I I~. ,,. ,~,',;~ ............... ~' ~ ~m ~--~
................................. .b. ~/~ / '~ -/~ ~
.................................................... ,., ........................................ n,~oo4~o~6t I ....
............................................................................................................... n ~ ~ ,~ ~ ~/ , ~. ~
LAW OFFICES
SN ELBAI<ER,
ELICKER & SILVER
2!-200~-25
LAST WILL AND TESTAMENT
OF
MARGARET M. SEIFRIED
I, MARGARET M. SEIFRIED, of the Borough of New Cumberland,
Cumberland County, Pennsylvania, being of sound and disposing
mind and memory, do hereby make, publish and declare this to be
my Last Will and Testament, hereby revoking and declaring null
and void any and all former wills and/or codicils by me at any
time heretofore made.
FIRST
I direct my hereinafter named Co-Executors to pay all of
my just debts, funeral expenses, inheritance taxes and costs of
administration of my estate out of the corpus of my estate as
soon after my decease as it is practical to do so.
SECOND
I hereby give, bequeath and devise my entire estate
including all of my property, real, personal and/or mixed, of
whatsoever kind and nature and wheresoever situate, unto my
children, MICHAEL L. SEIFRIED and MELANIE A. SEIFRIED, in equal
shares, share and share alike, or in the event of the predecease
of either of my named children, to their issue, per stirpes by
representation, and not per capita.
In the event of the predecease of either of my named
children leaving as his or her issue one of minority, that
beneficiary's share in my estate is to be held in trust until he
or she attains the age of majority, at which time the
appropriate representative share of my estate shall be paid over
Page 1 of 5 Pages
LAW OFFICES
SNELBAKER,
ELICKER & SILVER
to such surviving issue.
THIRD
Any and all payments of any sum or sums, whether for
principal or income, payable to my beneficiaries as named
herein, shall be made upon the sole receipt of the respective
individual to whom the payment is made, and such payment shall
be free from anticipation, alienation, assignment, attachment,
and pledge, and free from control by the creditors of any such
beneficiary.
FOURTH
I hereby name, constitute and appoint my children, MICHAEL
L. SEIFRIED and MELANIE A. SEIFRIED, as Co-Executors of this, my
Last Will and Testament. In the event that either of the named
Co-Executors should not survive my decease or should not live to
complete the settlement of my estate, or otherwise be unable to
serve in the capacity of Co-Executor, then and in that event
whichever of my named Co-Executors survives is hereby named and
appointed to serve in the capacity as Executor or Executrix.
I further direct that no Co-Executor, or sole Executor
shall be required to post any bond or give any security of any
type for any purpose whatsoever, any law or rule of Court of the
Commonwealth of Pennsylvania or any other jurisdiction to the
contrary notwithstanding.
My Co-Executors or alternate Executor or Executrix is
authorized and empowered to sell any real estate which I may own
at the time of my decease at either public or private sale or
sales, whichever in their opinion shall be in the best interests
of my estate, and otherwise provide good and sufficient deed
Page 2 of 5 Pages
therefor.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this my Last Will and Testament this %~ ~ day of ~l~ ,
1987.
~-~i>~''~--~- ~ /~~~_~ ' (SEAL)
Mar~/~et M. Se~fri~d, ~e~tatrix
LAW OFFICES
SNELBAKE}~,
ELICKER & SILVER
Page 3 of 5 Pages
LAW OFFICES
SN ELBA~:ER,
ELIC~:ER & SILVER
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA)
:
COUNTY OF CUMBERLAND)
SS.
I, MARGARET M. SEIFRIED, Testatrix, 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 and Testament; that
I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged before me by
MARGARET M. SEIFRIED, the Testatrix, this L~ ~ day
of ~¥ , 1987.
Marga~t M. Seif~ied, Testatrix
Sworn and subscribed to before me
this ~ ~' day of C--~z~
Notary Public
, 1987.
My commission expires:
CATHARINE E. BOUSUM, NOTARY PUBLIC
I~ECHANIC$~UT~G BORO, CUI~BEitLAI~D COUNTY
MY COMMISSION EXPIRES FEB, 27, ]990
II~,mber, Pennsylvania A~$ociatlon of Not~ries
Page 4 of 5 Pages
LAW OFFICES
SNELBAKER,
ELICKER & SILVER
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA)
:
COUNTY OF CUMBERLAND)
SS.
We, MARGARET M. SEIFRIED, MARK S. SILVER, JANET M. FORRY,
and SUSAN A. McCOY, the Testatrix and 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 the Testatrix sign and execute the instrument as
her Last Will and Testament; that she signed willingly and that
she executed it as her free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of
the Testatrix signed the Will as witnesses; and that to the best
of our knowledge the Testatrix was at that time eighteen (18) or
more years of age, of sound mind, and under no constraint or
undue influence.
Sworn or affirmed to and subscribed to before me by
MARGARET M. SEIFRIED, MARK S. SILVER, JANET M. FORRY, and SUSAN
A. McCOY, the Testatrix and witnesses, this ~--- day
of ~ , 1987.
Sworn to and subscribed to before me,
a Notary Public, this 72>~ day of
Notary Public
CATHARINE E. BOUSUM. NOTARY PUeLIC
MECHAflICSBI~RG $ORO. CUMBERLAND COUNTY
MY COMMISSION EXPIRES FEB. 27. J990
INember, PtflflsyNania ~ssoci~tion of Net,.riel
Page 5 of 5 Pages
~ Testa~ix ~
I~t:6L ~ -~'~i t ne ss
Witness
WitnesS-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
No. 2004-00025
MARGARET M. SEIFRIED, Deceased
January5,2004
PA No. 2104-0025
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or
about January 15, 2004
Name
Michael L. Seifried
Address
300 West Main Street
Shiremanstown, PA 17011
Melanie A. Seifried
529 Lakefield Lane
Orangepark, FL 32073
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE.
Date: January 15, 2004
Richard C. Snelbaker, Esquire
44 West Main Street
Mechanicsburg, PA 17055-0318
(717) 697-8528
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003722
SNELBAKER RICHARD C
44 W MAIN STREET
MECHANICSBURG, PA 17055
........ fold
ESTATE INFORMATION: SSN: 1 59-09-9304
· FILE NUMBER: 2104-0025
DECEDENT NAME: SEIFRIED MARGARET M
DATE OF PAYMENT: 03/26/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/05/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $6,000.00
R;EMARI~S:
CHECK# 104
SEAL
TOTAL AMOUNT PAID'
$6,000.00
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
REV- 1500 EX (6~)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280801
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFRClAL USE ONLY
04 0025
~S~ME(LAST, FIRST,~DMIDDLEINITIAL)
Seifried Margaret
1/5/2004 4/29/1916
M
SOCIAL SECURITY NUMBER
159-09-9304
REGISTER OF WILLS
IF APC:tlCABLE) SLRVIVIN<~ SPOUSES NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~ [~ I Ohginal Return [] 2. Supplemental Return F'-] 3 Remainder Retum (date of death pdor to 12-13~2)
~ 4 Limrted Estate I I 4a Future Interest Compromise (date of death after 12-12~2) I ~ 5 Federal Estate Tax Return Required
~..~o~o E~ 6 Decedent DiedTeetate (AtlechcopyofWlU) [] 7 Decedent Maintained akit,lngTrust (Attachccpyofmm~t) L 8. Total NumberofSafe Deposit Boxes
L-J 9 UtigationProceedsRese~ved ] ] 10 Spousal Poverty Credit (dateofdeathbetween1~35.91andl.l_~) ~ 11 EiectiontotaxunderSec 9113(A)¢zt.chSc~O)
Richard C. Snelbaker 44 West Main Street
FIRM NAME (if ApplicabM)
Snelbaker, Brenneman & Spare, P.C.
717-697-8528
Mechanicsburg, PA 17055
2
3
4
5
6
7
8
9
Real Estate (Schedule A) (1)
Stocks and Bonds (Seqedule B) (2)
Closely Held Corporation, PartnershipocSole-Propdetomhip (3)
Mortgages & Notes Recevable (Schedule D) (4)
Cash, Bank Deposits & Misc~laneous Personal Property
(S3hedule E) (5)
Jointly Owned Propedy (Schedule F) (6)
Separate Billing Requested
Inter-Vivos Transtem & Miscellaneous Non-Probate PropeAy (7)
(Schedule G or L)
Total Gross Assets (total Lines 1~7)
Funeral Expenses & Administrative Costs (Schedule H) (9)
Debts of Decedent, Mortgage Liabilities, & Liens (SChedule I) (10)
Total 0educflons (total Lines 9 & 10)
Net Value of Estate (Line 8 minus Line 11)
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tsx has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
(8)
0.00
168~149.33
4r993.98
948.51
(11)
(t2)
(13)
(14)
5~942.49
162~206.84
0.00
162,206.84
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE BATES
15 Amount of Line 14 t~ab~e at the spousal tax
rate, or transfers under Sec 9116 (a){12) 0.00
16 Amount of Line 14 ta~al~e at lineal rate 162 · 206. 84
17 Amount of Line 14 ta~able et s~bling rate 0.00
18 Amount of Line 14 taxable at cetlateral rate 0.00 x15
19 Tax Due
x.O 0 (15)
xO 45 (16)
x 12 (17)
(18)
i19)
0.00
7,299.31
0.00
0.00
7,299.31
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF FILE NUMBER
Margaret M Seifried 2~-0 4- 0025
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
13EM VALUE AT DATE
2
3
5
6
7
MetLife Inc., 39 shares of
co~non stock valued at $34.03
per share
Series HH Savings Bond, face
value $5,000.00 issued 9/1996
Series HH Savings Bond, face
value $1,000.00, issued 9/1996
Series HH Savings Bond, face
value $1,000.00, issued 9/1996
Series HH Savings Bond, face
value $1,000.00, issued 9/1996
Series HH Savings Bond, Face
value $10,000.00 issued 9/1996
Waehovia Corp, 1,114 shares of
=o~non stock valued at $46.29
per share
1,327.17
5,000.00
1,000.00
1,000.00
1,000.00
10,000.00
51,567.06
TOTAL (Also enter on line 2, Recapitulation) $ 70,8 94.2 ~
3w4696 1 000 (If more space is needed, insert additional sheets of the same size)
COMrv~DNV~-ALTH OF PENNSYLVANIA
It',I-~ITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Margaret M Seifried 21-04-- 0025
Include the proceeds of litigation and the date the proceeds were receded by the estate
All property jointly-~wned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
3
4
5
6
7
8
9
10
11
12
13
14
DESCRIPTION
Household goods, appraised
value
refund due on 2003 Individual
M&T Bank, Certificate of
Deposit # 031003914383086
M&T Bank, Certificate of
Deposit # 031003914383284
M&T Bank, Certificate of
Deposit # 031003914504210
M&T Bank, Certificate of
Deposit # 031003914528682
M&T Bank, Certificate of
Deposit # 031003914376502
M&T Bank, Certificate of
Deposit # 031003914376528
M&T Bank, Certificate of
Deposit # 031003914383078
M&T Bank, Certificate of
Deposit # 031003914470130
M&T Bank, Certificate of
Deposit # 031003914383268
M&T Bank,
#76603636
PNC Bank,
Deposit #
checking account
N.A., Certificate of
31600020094
PNC Bank, N.A., Certificate of
Deposit # 31200235681
Total from continuation pages
VALUE AT DATE
Of DEATH
660.00
22.00
5,000.88
1,001.57
10,011.81
10,002.56
1,000.96
3,004.56
3,001.24
10,001.14
4,013.86
13,843.08
2,782.00
5,070.06
27,839.38
TOTAL (Aisc enter on line 5, Re,-%n~[!!_=t!on) $ 97,255. In
REV-1511 EX + (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Margaret M 9eifried 21-04- 0025
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A.
5.
7.
2
FUNERAL EXPENSES:
Michael L. Seifried
funeral luncheon
Total from continuation pages
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State --. Zip
Year(s) Commission Paid:
Attorney Fees Snelbaker, Brenneman & Spare, P.C.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees
Accountanfs Fees
Tax Return Preparer's Fees
~m~erland Law Journal
Advertising Executor's notice
Patriot-News
Advertising Executor's notice
Total from continuation pages
246.28
343.00
3,500.00
116.00
70.00
75,00
113.70
530.00
TOTAL (Also enter on line 9. I~-~.n"[!!~t!on) $ 4,993.98
3W46AG I 000 (If more space is needed, insert additional sheets of the same size)
REV- 1500 EX (6-~0)
COMMONWEALTH OF
PENNSYLVANIA
DEPAR33VlENT OF REVENUE
DEPT, 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
21
-- 04 0025
Z
O
Z
O
O
DECEDENTS NAME (LAST, FIRBT, AND MIDDLE INITIAL)
Seifried Margaret
DAT~ OF [~AIH (M M-D[~Y~AR) DATE OF BIRTH (MM4D~-YEAR)
[/5/2004 4/29/1916
IF AR°LICAEI_E) SURVIVING SPOUSES NAME (LAST, FIRST, AND MIDDLE INITIAL)
M
SOCIAL SECURRY NUMBER
159-09-9304
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
[~ 1 onginalRetum r~ 2 SupplementalRetum [] 3 RernainbarRetum(dateofdeathp~rto12-13-82)
r~]4 Limited Estate ~ 4a Future Interest Compromise (date of death a~er 12-12-82) [] 5 Federal Estate Ta0( Return Required
~ 6 Decedent D~ed Testate (et~ach copy of Will) r---] 7 Decedent Maintaineq a Li~4ng Trust (Attach cc~py of Trust) L 8. Total Number of Safe Deposit Boxes
E~ 9 Litigabon Proceeds Received [] 10. Spousal Poverty Credit (date of death be~een 12-31-91 axl 1-1.ff3) r~] 11 Election to tax under Sec 9113(A) (Attach Sch O)
NAME OOMFt~3E MAILING ADORESS
Richard C. Snelbaker 44 West Main Street
FIRM NAME (If App~cabJe)
Snelbaker, Brenneman & Spare, P.C. Mechanicsburg, PA 17055
TELEPHONE NUMBER
717-697-8528
1 Real Estete (Schedule A) (1) 0.00
2 ~ocks and Bonds (Schedule B) (2) 70 t 894 .~
3 Closely Held Corporation, Partnemhip~-Sots-Propnetorship (3) 0 .~0
4 Mortgages & Notes Recevable (Schedule D) (4) 0. ~0
5. Cash, Bank Cepc~fts & Miscellar~ous Persor~l Preper[y ~
(Schedule E) (5) 97 ~ 255.
6 Jointly Owned Property (Schedule F) (6) 0. ~
['~ Separete Billing Requested
7 Inter-Vivos Trans~em & Miscellaneous Non-Probate Property (7) . (~ ~;
(Schedule G or L)
8 Total Gross Assets (total Lines 1-7) (8)
9 Funeral Expenses & Administrative Costs (Schedule N) (9) '~ ~- 9 83. 98
10 Debtsof Decedent, Mortgage Liabilities, & Liens (SCt~dulel) (10) 948.51
11 Totsl Deductions (tota~ Lines 9 & 10) (11)
12 Net Value of Estats (Line 8 minus Line 11) (12)
1 3 Chantabst and Governmental Bequests/Sec 9113 Trusts for which an election to tax has r~t been
made (Schedule J) (13)
14 Net Value Subject to Tax (Line 12 minus Une 13) (14)
168~149.33
5~942.49
162~206.84
0.00
162,206.84
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15 Amount of Line 14 taxable at the spousal
rate, or transfers under Sec 9116 (a)(1 2)
16 Amount of Line 14 ta~ed~e at lineal rate
17 Amount of Line 14 ta0(al~e at si~ing rate
18 Amount of Line 14 taxabts et collateral fete_
19 Tax Due
0.00 x 0 0 (15)
162,206.84 xO 45 (16)
0 · 00 x 12 (17)
0.00 x15 (19)
(19)
0.00
7,299.31
0.00
0.00
7,299.31
3W4645 1~30
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF FILE NUMBER
Margaret M Seifried 21-04- 0025
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
2
3
4
5
6
7
~etLife Inc., 39 shares of
common stock valued at $34.03
per share
Series HH Savings Bond, face
value $5,000.00 issued 9/1996
Series HH Savings Bond, face
value $1,000.00, issued 9/1996
Series HH Savings Bond, face
value $1,000.00, issued 9/1996
Series HH Savings Bond, face
value $1,000.00, issued 9/1996
Series HH Savings Bond, Face
value $10,000.00 issued 9/1996
Wachovia Corp, 1,114 shares of
co~non stock valued at $46.29
TOTAL (Also enter on line 2, Recapitulation) $
1,327.17
5,000.00
1,000.00
1,000.00
1,000.00
10,000.00
51,567.06
70,894.23
3W46961000 (Ifmorespa~isneeded, inse~a~ionalshe~softhesames~e)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Margaret M Seifried 21-04- 0025
~nclude the prcceeds of litigation and the date the proceeds were received by the estate.
Ag proflerty jointly-owned with the right of survivorship must he disclosed on ~chedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1
2
3
5
6
7
8
9
10
11
12
13
14
Household goods, appraised
value
refund due on 2003 Individual
M&T Bank,
Deposit #
M&T Bank,
Deposit #
M&T Bank,
Deposit #
M&T Bank,
Deposit #
M&T Bank,
Deposit #
M&T Bank,
Deposit #
M&T Bank,
Deposit #
M&T Bank,
Deposit #
M&T Bank,
Deposit #
M&T Bank,
#76603636
PNC Bank,
Deposit #
PNC Bank,
Deposit #
Certificate of
031003914383086
Certificate of
031003914383284
Certificate of
031003914504210
Certificate of
031003914528682
Certificate of
031003914376502
Certificate of
031003914376528
Certificate of
031003914383078
Certificate of
031003914470130
Certificate of
031003914383268
checking account
N.A., Certificate of
31600020094
N.A., Certificate of
31200235681
Total from continuation pages
660.00
22.00
5,000.88
1,001.57
10,011.81
10,002.56
1,000.96
3,004.56
3,001.24
10,001.14
4,013.86
13,843.08
2,782.00
5,070.06
27,839.38
TOTAL (Also enter on line 5, Recapitulation) $ 97,2 55. ~L0
3W46AD 1000 (Jr more space is needed, insert additional sheets of the same size)
Schedule E (Page 2)
Estate of: Margaret M Seifried
Item
No. Description
Value at Date
of Death
15 PNC Bank, N.A., Savings
Account # 5030128032
16 PNC Bank, N.A., Certificate of
Deposit # 21001016309
17 Verizon
refund on phone service
18 Wa~point Bank, Certificate of
Deposit # 731147919
19 Wa~point Bank, Certificate of
Deposit # 716130794
20 Waypoint Bank, Certificate of
Deposit # 716120139
21 Wa~point Bank, Certificate of
Deposit # 1855265245
22 Wa~point Bank, Certificate of
Deposit # 1855265263
23 Waypoint Bank, Certificate of
Deposit # 716114168
24 Waypoint Bank, Certificate of
Deposit #716114253
25 Wa~point Bank, Certificate of
Deposit # 716114276
26 Waypoint Bank, Certificate of
Deposit # 716124383
27 Walrpoint Bank, Certificate of
Deposit # 716124491
1,294.30
8,076.24
1.23
500.07
929.12
1,012.47
500.03
10,501.31
1,037.38
1,029.35
1,022.79
977.47
957.62
REV- 1511 EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RE]IJRN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Margaret M Seifried 21-0 4- 0025
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
6,
7.
2
FUNERAL EXPENSES:
Michael L. Seifried
funeral luncheon
Total from continuation pages
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State __ Zip
Year(s) Commission Paid:
Attorney Fees Snelbaker, Brenneman & Spare, P.C.
Family Exemption: (If decedent's address is not the same as claimant's, attach e~planation)
Claimant
Street Address
City State __ Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Cumberland Law Journal
Advertising Executor's notice
Patriot-News
Advertising Executor's notice
Total from continuation pages
246.28
343.00
3,500.00
116.00
70.00
75.00
113.70
530.00
TOTAL (Also enter on line 9, Recapitulation) $ 4,993.98
3W46AG 1000 (If more space is needed, insert additional sheets of the same size)
Estate of: Margaret M Seifried
Item
No. Description
Schedule H part i (Page 2)
Amount
2
Myers Funeral Home, Inc.
Funeral services 343.00
REV-1513 EX+ (9~0)
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
Margaret M Seifried 21-04- 0025
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF P~RSON (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)]
Melanie A. Seifried
529 Lakefield Lane
Orangepark, FL 32073
50% Residue: 81,103.42
Michael L. Seifried
300 West Main Street
Shiremanstown, PA 17011
50% Residue: 81,103.42
Daughter
Son
81,103.42
81,103.42
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 $ 0.00
3W46A1100o (If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
MARGARET M. SEIFRIED
Ir MARGARET M. SEIFRIED,
Cumberland County, Pennsylvania,
and memory, do hereby make,
of the Borough of New Cumberland,
being of sound and disposing
publish and declare this to be
my Last Will and Testament, hereby revoking and declaring null
and void any and all former wills and/or codicils by me at any
time heretofore made.
FIRST
I direct my hereinafter named Co-Executors to pay all of
my just debts, funeral expenses, inheritance taxes and costs of
administration of my estate out of the corpus of my estate as
soon after my decease as it is practical to do so.
I hereby give, bequeath
including all of my property,
SECOND
and devise my entire estate
real, personal and/or mixed, of
whatsoever kind and nature and wheresoever situate, unto my
children, MICHAEL L. SEIFRIED and MELANIE A. SEIFRIED, in equal
shares, share and share alike, or in the event of the predecease
of either of my named children, to their issue, per stirpes by
representation, and not per capita.
In the event of the predecease of either of my named
children leaving as his or her issue one of minority, that
to such surviving issue.
THIRD
Any and all payments of any sum or sums, whether for
principal or income, payable to my beneficiaries as named
herein, shall be made upon the sole receipt of the respective
individual to whom the payment is made, and such payment shall
be free from anticipation, alienation, assignment, attachment,
and pledge, and free from control by the creditors of any such
beneficiary.
FOURTH
I hereby name, constitute and appoint my children, MICHAEL
~1 .,L. SEIFRIED and MELANIE A. SEIFRIED, as Co-Executors of
this,
my
~l/Last Will and Testament. In the event that either of the named
~l~lCo-Executors should not survive my decease or should not live to
complete the settlement of my estate~ or otherwise be unable to
serve in the capacity of Co-Executor, then and in that event
whichever of my named Co-Executors survives is hereby named and
appointed to serve in the capacity as Executor or Executrix.
I further direct that no Co-Executor, or sole Executor
shall be required to post any bond or give any security of any
type for any purpose whats6ever, any law or rule of Court of the
Commonwealth of Pennsylvania or any other jurisdiction to the
contrary notwithstanding.
My Co-Executors or alternate Executor or Executrix is
authorized and empowered to sell any real estate which I may own
at the time of my decease at either Dubllc or DriV~ ~a]~ nr
therefor.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this my Last Will and Testament this %~ day of ~;~ ,
1987.
Market M. Sei/fri~d, Testatrix
SNELBAK£R,
CKER & SILVER
ACKNOWLEDGMENT
iOMMONWEALTH OF PENNSYLVANIA)
:
COUNTY OF CUMBERLAND)
SS.
I, MARGARET M. SEIFRIED, Testatrix, 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 and Testament; that
I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged before me by
MARGARET M. SEIFRIED, the Testatrix, this L~ ~ day
of ~la¥ , 1987.
MargOt M. Seif~ied~, Testatrix
Sworn and subscribed to before me
this ~ ~ day of
Notary Public
, 1987.
My commission expires:
CATIIARIN,E E. BOUSUM, NOTARY PUBLIC
IK£CHANICBBUI~6 BORO, CUUBE#L~ND COUNTY
MY COMMISSION EXPIRES FEB. 27, L990
ii, tuber, Pennsylvania ABsociatie~ of Notaries
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA)
:
COUNTY OF CUMBERLAND)
SS.
We, MARGARET M. SEIFRIED, MARK S. SILVER, JANET M. FORRY,
and SUSAN A. McCOY, the Testatrix and 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 the Testatrix sign and execute the instrument as
.
her Last Will and Testament, that she signed willingly and that
she executed it as her free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of
the Testatrix signed the Will as witnesses;
of our knowledge the Testatrix was at that
more years of age, of sound mind, and under
undue influence.
Sworn or affirmed to and subscribed
MARGARET M. SEIFRIED~ MARK S. SILVER,
A. McCOY, the Testatrix and witnesses,
of ~ , 1987.
and that to the best
time eighteen (18) or
no constraint or
to before me by
JANET M. FORRY, and SUSAN
this ~8~-- day
~ ' Testa~ix --
l/Jl-~/~i tness
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENTOFREVENUE
BUREAU OFINDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128-O601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
NO. CD 004190
SNELBAKER RICHARD C
44 W MAIN STREET
MECHANICSBURG, PA 17055
...... fold
ESTATE INFORMATION: SSN: 159-09-9304
FILE NUMBER: 2104-0025
DECEDENT NAME: SEIFRIED MARGARET M
DATE OF PAYMENT: 07/22/2004
POSTMARK DATE: 07/22/2004
COUNTY:
CUMBERLAND
DATE OF DEATH:
01/05/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $999.31
REMARKS:
TOTAL AMOUNT PAID:
9999.31
SEAL
CHECK# 108
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF ZNDTVTDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG:, PA 17128-060!
RICHARD C SNELBAKER
SNELBAKER ETAL
4q W HAIN ST
HECHANICSBURG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACM
09-20-Z004
SEIFRIED
01-05-2004
21 04-0025
CUMBERLAND
101
REV-lS4? EX AFP COl-OS)
MARGARET M
Amount Remitted
PA 17055
MAKE CHECK PAYADLE AND REMZT PAYMENT TO:
REGISTER OF NILLS
CUMBERLAND CL~J)URT HOUSE
CARLISLE, eg~Ol$~~ ~:
~ RETAIN LOWER PORTION FOR YOUR RECO~* ~
NOTICE OF INHERITANCE TAX APPRAISEMENT, '~~-~--?~" ..........
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT QF TAX
MARGARET MFZLE NO. 21 04-0025 ACM 101 ~ DATE 09-20-2004
CUT ALONG THIS LINE
REV-1547 EX AFP (01-03)
ESTATE OF SEIFRIED
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (ScheduZe A)
2. Stocks and Bonds (Schedule B)
3. CZosaly Held Stock~Partnership Tntmrest (Schedule C)
q. Nortgagms/Notas Rmcm/vabla (Schedule D)
E. Cash/Bank Dmpos/ts/M/sc. Personal Property (Schmdulm E)
&. Jo/ntly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCT:tONS AND EXEMPTZONS:
9. Funeral Expensms/Adm. Costs/M/sc. Expenses (Schedule H)
10. Debts/Mortgage L/abilit/ms/L/ens (Schedule T)
11. Total Deductions
12. Net VaZua of Tax Return
15.
lq.
(1) . O0 NOTE: To insure proper
(2) 70~894.25 crmd/t to your account,
($) . O0 subm/t the upper port/on
(q) . O0 of this form with your
(s) 971255. ~ 0 tax payment.
(6) .00
(7) . O0
(8) 168,149.$3
4,995.98
(9)
(10) 948.5I
(11)
(12)
Charitable/Governmental Bmquasts; Non-aZmctmd 9115 Trusts (Schedule J) (1:5)
Nat Value of Estate Sub.~ect to Tax
5.942.49
~62,206.84
.00
162,206.8~
NOTE:
Zf an assessment was lssued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
CD005722
CD004190
REFUND
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
07-22-200q
09-13-Z00q
05-26-2004
DZSCOUNT
ZNTEREST/PEN PAZD (-)
315.79
.00
.00
19. Pr/nc/pal Tax Due
TAX CREDTTS:
PAYMENT RECETpT
DATE NUMBER
ASSESSMENT OF TAX:
1.6. Amount of L/ne lq at Spousal rata (1.6)
16. Amount of L/nm lq taxabZm at L/naal/Class A rata (16)
17. Amount of L/ne Zq at S/bl/ng rata (17)
18. Amount of L/ne Zq taxable at Collateral~Class B rate
· O0 x O0 = . O0
162,206.84 x 045= 7,299.31
. O0 x 12 = . O0
.00 x 15 = .00
(19)= 7,299. :31
AMOUNT PAID
6,000.00
999.$!
15.79-
TOTAL TAX CREDIT 7,299.$1
BALANCE OF TAX DUE J .00
INTEREST AND PEN. I .00
TOTAL DUE J .00
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. /-//
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU NAY BE DUE~)/~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) -~ %
reflect flgures that include the total of ALL returns assessed to date.
RESERVATION:
Estates of decedents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the tawfuI Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND
OBJECT[OHS:
ADH[N-
[STRAT[VE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act ZS of ZOO0. (TZ P.S.
Section 91qO).
Detach the top portion of this Not[ce and submit with your payment to the Register of #ills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NILLS, AGENT
A refund of a tax credit, ehich ams not requested on the Tax Return, amy be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISiS). Applications are available at the Office
of the Register of Nills, any of the g$ Revenue District Offices, or by callmg the special Z4-hour
answering service for forms ordering: 1-800-362-Z050; services for taxpayers with special hearing and / er
speaking needs: 1-800-447-30Z0 (TT only).
Any party in interest not satisfied eith the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object aithin sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZI, Harrisburg, PA 171Z8-10Z1, OR
--election to have the matter determined at audit of the account of the personal representatiye, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of [ndividual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171ZB-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Res[dent
Decedent" (REV-IS01) for an explanation of administrativety correctable errors.
If any tax due is paid within three (S) calendar months after the decedent's death, a five percent (5Z) discount of
the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning aith first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes ahich became delinquent before January 1, lgBZ bear interest at the rate of
six (6g) percent per annum calculated at a daily rate of .000164. A11 taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which mill vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 19aZ through 2004 are:
Interest Daily Interest Daily Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
198Z ZOX .00054B ~'8-1991 llZ .O0050X ~ 9X .000Z47
1983 X6Z .0004S8 199Z 9Z .000Z47 ZOOZ 6X .000164
1984 X1Z .O00SO1 1992-1994 7Z .O0019Z ZOOS 5Z .000137
1985 13Z .000356 1995-1998 9Z .000247 ZOO4 4Z .000110
1966 10Z .000274 1999 7Z .O0019Z
1987 lOX .000Z74 ZOO0 7Z .O0019Z
--Interest is calculated
as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINI~UENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. [f payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
COMMONWEALTH OF PENNSYLVANIA 'l. ss:
COUNTY OF CUMBERLAND j
Michael L. Seifried
being duly .... ~- according to law, deposes and says that he is the Executor
of the Estate of Margaret M. Seifried
late of Lg_w_e_r A~t~ To_wB_s__h. ip , Cumberland County, Pa., deceased end that the
w~thln is an inventory made by Michael L, $~ifried ., the said Executor
of the enHre estate of said decedent, cons~stin9 of all the personal property and real estate except real es,fate outside
the Commonwealth of Pennsylvanle, and that the figures opposite each item of the Inventory represent ~t s felt value
as of the date of decedent's death.
Sworn and subscribed before me,
COMMONWEALTH OF PENNSYLVAh
Sandra K. Showers, Notay Public
Mednanicsbung Bom, Cumbedand Co~nl
My Commission Expires Nov, 22, 2007
Execute/- Admin;sfrafor
Michael L. Seifried, Executor
300 West Main Street
Shiremanstown, PA 17011
Addre$~
ber Pennsylvania Association Of Notarl s
Date of Death ~1{~ ~anuary 2004
2.
3.
4.
Day Month Year
INSTRUCTIONS
An inventory must be filed within three months efter appointment of personal rep~ntafive.
A supplement inventory must be filed within thidy days of d~scovery of addltlonal~s~ts.
Additional sheets may be attached as to personalty or realty
See Article IV, Fiduoiar~es Act of 1949.
g
?
Inventory of the real and personal estate of
MARGARET M. SEIFRIED, Deceased
PERSONALTY:
2.
3.
4.
5.
6.
7.
8.
9.
11.
12.
13.
16.
17.
18.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
32.
MetLife Inc., 39 shares of common stock valued at $34.03 per share
Series HH Savings Bond, face value $5,000.00 issued 9/1996
Three Series HH Savings Bond, face value $1,000.00 each, issued 9/1996
Series HH Savings Bond, face value $10,000.00 issued 9/1996
Wachovia Corp., 1,114 shares of common stock valued at $46.29 per share
Household Goods, appraised value
IRS, refund due on 2003 Individual Income Taxes
M&T Bank Certificate of Deposit #031003914383086
M&T Bank
M&T Bank
M&T Bank
M&T Bank
M&T Bank
M&T Bank
M&T Bank
M&T Bank
M&T Bank
PNC Bank
PNC Bank
PNC Bank
PNC
Verizon, refund
Waypoint Bank
Waypoint Bank
Waypoint Bank
Waypoint Bank
Waypoint Bank
Waypoint Bank
Waypoint Bank
Waypoint Bank
Waypoint Bank
Waypoint Bank
Certificate of Deposit #031003914383284
Certificate of Deposit #031003914504210
Certificate of Deposit #031003914528682
Certificate of Deposit #031003914376502
Certificate of Deposit #031003914376528
Certificate of Deposit #031003914383078
Certificate of Deposit #031003914470130
Certificate of Deposit #03100391483268
Checking account #76603636
N.A., Certificate of Deposit #31600020094
N.A., Certificate of Deposit #31200235681
N.A., Savings account #5030128032
Bank N.A., Certificate of Deposit #21001016309
on phone service
Certificate of Deposit #731147919
Certific'ate of Deposit #716130794
Certificate of Deposit #716120139
Certificate of Deposit #1855265245
Certificate of Deposit #1855265263
Certificate of Deposit #716114168
Certificate of Deposit #716114253
Certificate of Deposit #716114276
Certificate of Deposit #716124383
Certificate of Deposit #716124491
TOTAL PERSONALTY:
REAL ESTATE:
1. Decedent owned no Real Estate at the time of her death
TOTAL PERSONALTY AND REAL ESTATE:
Page I
$
$
$
1,327.17
5,000.00
3,000.00
10,000.00
51,567.06
660.00
22.00
5,000.88
1,001.57
10,011.81
10,002.56
1,000.96
3,004.56
3,001.24
10,001.14
4,013.86
13,843.08
2,782.00
5,070.06
1,294.30
8,076.24
1.23
500.07
929.12
1,012.47
500.03
10,501.31
1,037.38
1,029.35
1,022.79
977.47
957.62
168,149.33
0.00
168,149.33
SNeLBAKER.
BRENNEMAN
& SPARE
RECEIPT AND RELEASE
WHEREAS, Margaret M. Seifried, late of Lower Allen Township,
County of Cumberland and Commonwealth of Pennsylvania, died on
January 5, 2004, having first made her Last Will and Testament in
writing probated before the Register of Wills of said Cumberland
County on January 9, 2004, and Letters Testamentary were issued
on the same date to Michael
the
and
Last Will and Testament
WHEREAS,
L. Seifried, the Executor named in
of said Decedent;
said Executor has entered upon and completed his
administration of said Decedent's Estate as set forth in his
First and Final Account attached hereto, and intends to
distribute the net balance of the assets of ~;~d Estate to the
persons named in the Statement of Proposed D}strib~tion also
attached hereto, both of said documents being incorporated herein
,TO
by reference thereto; and ~..~
NOW KNOW ALL MEN BY THESE PRESENTS, that we, ~.~q-5-chael L.
Seifried and Melanie A. Seifried, being the principal legatees
and distributees named in the Will of said Decedent and the
persons entitled to share in the residuary distribution of the
Estate of said Decedent, do hereby declare and say that we, and
each of us, have examined the attached Account and Statement of
Proposed Distribution, and find the same to be true and correct,
LAW OFFICES
SNELBAKER.
BREnNEMaN
& SPARE
and in strict accordance with the terms and provisions of said
Will, and we do hereby acknowledge that we, and each of us, this
day have, had and received of and from Michael L. Seifried,
Executor of the Estate of Margaret M. Seifried, the cash,
personalty and/or real estate set opposite our names in the above
Statement of Proposed Distribution, in full satisfaction, payment
and discharge of all such sum or sums of money, legacies and
bequests, share or shares, purports and dividends which were due,
owing and payable and belonging to us, and each of us, by any
means whatsoever, for or on account of our full share, part or
dividend of the Estate of Margaret M. Seifried, Deceased.
NOW, THEREFORE, we, and each of us, the said Michael L.
Seifried and Melanie A. Seifried, do by these presents, remise,
release, quit-claim and forever discharge the said Michael L.
Seifried, his heirs, executors and administrators, of and from
our said shares or dividends of the Estate aforesaid, and of and
from all actions, suits, payments, accounts, reckonings, claims
and demands whatsoever, for or by reason thereof, or of any act,
matter, cause or thing whatsoever, from the beginning of the
world to the day and date of these presents.
A_ND, desiring to avoid the delay and expense of the
settlement of said Estate by filing the foregoing Account of said
administration in the Office of the Register of Wills of said
Cumberland County and by having the balance in the hands of the
Executor, as shown by said Account, distributed by the Court of
LAW OFFICES
SNELBAKER.
BRENnEMan
& SPARE
Common Pleas of Cumberland County - Orphans' Court Division, we,
and each of us, do hereby agree that the foregoing Account and
Statement concerning the matter of settlement may be recorded
with the same effect upon us, and each of us, as if the same had
been reported upon by said Court, in a decree of distribution
made on such proposed Statement of Distribution by the said Court
of Common Pleas - Orphans' Court Division.
AND in consideration of the aforesaid settlement being made
without the aid of such Court of Co~on Pleas - Orphans' Court
Division, that we, and each of us, the said Michael L. Seifried
and Melanie A. Seifried, do hereby agree that if any debts or
demands other than those included in the above referenced First
and Final Account, as hereinbefore set forth, shall be hereafter
recovered against the Estate of said Decedent and be legally
payable out of the same, that we, and each of us, will return to
the said Executor such amounts thereof as may be necessary to pay
such debts or demands.
IN WITNESS WHEREOF,
this day of
WITNESSED BY:
we have hereunto set our hands and
2004.
seals
~:]_~ t. b~,~f~.~ (SEAL)
~(idhael L.-~e~fried
~elanie A. S~ifried (SEAL)
LAW OFFICES
SNEIBAkER.
BRENNEMAN
& SPAre
CO~ONWEALTH OF PENNSYLVA~qIA)
· SS
COUNTY OF CUMBERL]a_ND)
On this the ~ day of ~0~ 2004, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Michael L. Seifried, known to me (or
satisfactorily proven) to be the person whose name is subscribed
to the within instrument and acknowledged that he executed the
same for the purposes therein contained·
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
Notary Public
COMMONWEALTH OF PENNSYLVANIA
San~lra K. Showem, Notary Public
My Commission Expires Nov, 22, 2007
Member, Pennsylvania Association Of Notaries
1AW OfFiCeS
SnEIBAKER.
BRENNEMAN
& SPARE
STATE OF FLORIDA )
COUNTY OF )
On this the ~/ day of 2004, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Melanie A. Seifried, known to me (or
satisfactorily proven) to be the person whose name is subscribed
to the within instrument and acknowledged that she executed the
same for the purposes therein contained.
IN WITNESS WHEREOF,
seal.
I hereunto
set my hand and official
Notary Public
LAW OFFICES
SNELBAKER,
BRENNEMAN
& SPARE
ESTATE NO. 21-04-0025
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY MICHAEL L SEIFRIED, EXECUTOR
OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF MARGARET M. SEIFRIED, DECEASED, LATE OF LOWER ALLEN
TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
Michael L. Seifried, Executor as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED:
DATES EXECUTOR NOTICE ADVERTISED:
Cumberland Law Journal
Patriot-News
FIRST AND FINAL ACCOUNT
January 5,2004
January 9,2004
January 23, 30, february 6, 2004
January 27, February 3, 10, 2004
PERSONALTY. PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
1. MetLife Inc., 39 shares of common stock valued at $34.03 per share
2. Series HH Savings Bond, face value $5,000.00 issued 9/1996
3. Three Series HH Savings Bond, face value $1,000.00 each, issued 9/1996
4. Series HH Savings Bond, face value $10,000.00 issued 9/1996
5. Wachovia Corp., 1,114 shares of common stock valued at $4629 per share
6. Household Goods, appraised value
7. IRS, refund due on 2003 Individual Income Taxes
8. M&T Bank, Certificate of Deposit #031003914383086
9. M&T Bank, Certificate of Deposit #031003914383284
10. M&T Bank, Certificate of Deposit #031003914504210
11. M&T Bank, Certificate of Deposit #031003914528682
12. M&T Bank, Certificate of Deposit #031003914376502
13. M&T Bank, Certificate of Deposit #031003914376528
14. M&T Bank, Certificate of Deposit #031003914383078
15. M&T Bank, Certificate of Deposit #031003914470130
16. M&T Bank, Certificate of Deposit #03100391483268
I7. M&T Bank, Checking account #76603636
18. PNC Sank, N.A, Certificate of Deposit #31600020094
19. PNC Bank, N.A, Certificate of Deposit #31200235681
20. PNC Bank, N.A., Savings account #5030128032
21. PNC Bank, NA., Certificate of Deposit #21001016309
22. Verizon, refund on phone service
23. Waypoint Bank, Certificate of Deposit #731147919
24. Waypoint Bank, Certificate of Deposit #716130794
25. Waypoint Bank, Certificate of Deposit #716120139
26. Waypoint Bank, Certificate of Deposit #1855265245
27. Waypoint Bank, Certificate of Deposit #1855265263
28. Waypoint Bank, Certificate of Deposit #716114168
29. Waypoint Bank, Certificate of Deposit #716114253
30. Waypoint Bank, Certificate of Deposit #716114276
31. Waypoint Bank, Certificate of Deposit #716124383
Page 1
1,32717
5,000.00
3,000.00
10,000.00
51,567.06
660.00
22.00
5,000.88
1,001.57
10,011.81
10,00256
1.00096
3,004,56
3,001.24
10,001.14
4,013.86
13,843.08
2,78200
5,070.06
1,294.30
8,076.24
7.01
500.07
929.12
1,012.47
500.03
10,501.31
1,03738
1,029.35
1,022.79
977.47
LAW OFFICES
SNELBAKER,
BRENnEMan
& SPARE
32. Waypoint Bank, Certificate of Deposit #716124491
33, Commonwealth of Pennsylvania, refund on Inheritance Tax
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
PERSONALTY. PRINCIPAL ACCOUNT
CREDITS
rhe Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1. Michael L Seifried, reimbursement for funeral luncheon
2. Myers Funeral Home, Inc., funeral service
3. Patriot-News, subscription fee
4. West Shore EMS, ambulance service
5. Bethany Assisted Living, resident care
6. Register of Wills, Agent, payment on account of Inheritance Tax
7. Register of Wills, filing fee for Inheritance Tax Return
8, Register of Wills, Agent, balance due on Inheritance Tax
9. Household goods donated to Bethany Village and Goodwill
10. M&T Bank, checks written by Decedent prior to death from account #76603636
11. Snelbaker, Brenneman & Spare, RC., attorney fees for services rendered
12, Snelbaker, Brenneman & Spare, P.C. costs advanced:
a. Register of Wills, probate fees
b Patriot. News, advertising Executor Notice
c. Cumberland Law Journal, advertising Executor Notice
d. Register of Wills, Short Certificates
13. Reserve for filing fees, accounting costs and other costs associated with the
administration of the Decedent's estate
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
PERSONALTY - INCOME ACCOUNT
DEBITS
'he Accountant charges himself with the receipt of the following
income from the investment of Personalty Principal:
1, Orrstown Bank, estate checking account, interest
2. Waypoint Bank, Certificate of Deposits, interest
3. Wachovia Corp,, dividend
4. MetLife, dividend
5. M&T Bank, Certificate of Deposits, interest
6. Series HH Bonds, interest
7. PNC Bank, N.A., Certificate of Deposits, interest
8. M&T Bank, Checking account #76603636, interest
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONALTY. INCOME ACCOUNT
CREDITS
'he Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
1. Gary L. Billet, preparation of 2003 Final Individual Income Tax Returns
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
Page 2
957.62
15.79
$ 168,170.90
$ 246.28
343.00
2,50
167.10
778,91
6,000,00
15.00
999.31
610.00
258.56
3,500.00
321.45
116.00
115.45
75.00
15.00
50000
$ 13,742,11
$ 98.85
40.35
445.60
8.97
47.68
360.00
2.97
1.27
$ 1,005.69
$ 70.00
$ 70.00
LAW OFFICES
SNeLBAKER.
B~ENNEMAN
& SPARE
REAL ESTATE. PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with the receipt of Decedent's
Real Estate as follows:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
REAL ESTATE. PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following
items from Real Estate Principal Account:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
REAL ESTATE- INCOME ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the
income from the investment of Real Estate Principal Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS:
REAL ESTATE. INCOME ACCOUNT
CREDITS
Fhe Accountant claims credit for the payment of the following items
from the Real Estate Income Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
Page 3
NONE
NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
LAW OFFICES
SNELBAKER,
BrENNEMAN
& SPAre
PERSONALTY:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL PERSONALTY
PRI NCI PAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL REAL ESTATE:
'OTAL FOR DISTRIBUTION:
RECAPITULATION
Page 4
$ 168,170.90
$ 13,742.11
$ 1,005.69
$ 70.00
$ NONE
$ NONE
$ NONE
$ NONE
$ 154,428.79
$ 935.69
$ NONE
$ NONE
$ 155,364.48
$ NONE
$ 155,364.48
LAW OFFICES
SNELBAkER,
BReNNEMAN
& SPARE
STATEMENT OF PROPOSED DISTRIBUTION
Michael L. Seifried, Executor and Accountant herein, proposes to
distribute the balance of the Estate of Margaret M Seifried, Deceased, to wit:
$155,364.48 in accordance with the Last Will and Testament of said Decedent
as follows:
Michael L. Seifried
Series HH Bonds, received in kind
Wachovia Corp., 557 shares in kind
MetLife Inc., :19:1/2 shares in kind
Household Goods, retained in kind
Advance Distribution May 4, 2004
Cash
Melanie A. Seifried
Series HH Bonds, received in kind
Wachovia Corp., 557 shares in kind
MetLife Inc.. 19:1/2 shares in kind
Cash
TOTAL FOR DISTRIBUTION:
Page 5
$ 9,000.00
25,783.53
663.59
50.00
10,000.00
32,185.12
9,000.00
25,783.53
663.58
42,235.13
$ 155,364.48
SNELBAKER,
BReNNEMAN
& Spare
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Michael L Seifried, being duly sworn according to law deposes and says:
that he is the Executor of the Estate and under the Last Will and Testament of
Margaret M Seifried, Deceased, and the Accountant herein; that there are no
unpaid creditors or claimants of said Estate; that there are no persons
interested in the distribution of said Estate other than as stated in the foregoing
Statement of Proposed Distribution; and that the facts set forth in the foreqoing
First and Final Account and Statement of Proposed Distribution are true and
correct to the best of his knowledge, information and belief.
Sworn to and subscribed before me
..... Notary-Pub'itc
2OO4
COMMONWEALTH OF PENNSYLVANIA
Page 6
STATUS REPORT UNDER RULE 6.12
NameofDecedent: Margaret M. Seifried
Date of Death: January 5, 2004
Will No.: 21-04-0025 Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
l. State whether administration of the estate is complete:
Yes l~] No ]'--]
2. If thc answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
bo
Did the personal representative file a final account with the Court?
Yes No ['~
The separate Orphans' Court No. (if any) for the personal representative's
accoUnt is: ~
c. Did the personal representative state an account informally to the parties
in interest.9 Yes [k--'] No I--]
Date: .
Co
12/8/04
Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this~
· W
Signature
Capacity:
Richard C. Snelbaker
Nall~elbaker & Brenneman, P.C.
44 West Main Street
Mechanicsburg, PA 17055
Address
(717) 697-8528
Telephone No.
[-] Personal Representative
[k-3 Counsel for personal representative
BUREAU OF INDIVIDUAL TAXES
/NHERTTANCE TAX DTVTSTON
DEPT. Z80601
HARRISBURG,, PA 17128-0601
COMMONWEALTH OF PENNSYLVANTA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF AGCOUNT
REV-160? EX AFP
RICHARD C SNELBAKER '04 ~T 25
SNELBAKER ETAL
qq W MAIN ST ~i :
MECHANICSBURG PA ~QS~S
DATE 09-27-200q
ESTATE OF SEIFRIED
DATE OF DEATH 01-05-200fi
FILE NUHBER 21 0q-0025
COUNTY CUMBERLAND
ACN 101
Amoun'~c Rem J.'l:'l:ed
MARGARET M
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credi~ ~o your account, subm/~ ~he upper por~cion of ~his form wi~h your ~ax paymen~c.
CUT ALONG THIS LTNE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1607 EX AFP (01-03) ~ ZNHER'rTANCE TAX STATEMENT OF ACCOUNT ~
ESTATE OF SEIFRIED MARGARET M FILE NO. 21 0q-0025 ACN 101 DATE 09-27-200q
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE., AND, IF APPLICABLE..
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-15-200q
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
7,299.$1
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-Z6-ZOOq
07-22-200q
09-13-200q
CD003722
CDOOq190
REFUND
315.79
.00
.00
6,000.00
999.31
15.79-
ZF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( ZF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT"
TOTAL TAX CREDIT
7,299.31
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
PAYMENT:
Oetach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILLS, AGENT.
-- If NON-RESIOENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA.
REFUND (CA): A refund afa tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications are available at
the Office of the Register of #ills, any of the 25 Revenue District Offices or from the Department's Z¢-hour
answering service for forms ordering: 1-B00-362-ZOS0; services for taxpayers eith specie! hearing and / or
speaking needs: 1-BOO-4q7-5020 (TT only).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unitj Dept. 280601, Harrisburg, PA 17128-0601, phone
(717) 787-650S.
DISCOUNT:
[f any tax due is paid within three (5) calendar months after the decedant's death, a five percent (52) discount
of the tax paid is allowed.
PENALTY:
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (93 months and Dna (1) day free the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (62) percent per annum calcuIated at a daily rate of .000166. AIl taxes which became delinquent on and after
January I, 1982 wiI! bear interest at a rate which will vary from calendar year to calendar year mith that rata
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 ZOZ .000568 1988-1991 112 .000301 2001 92 .000267
1983 162 .000658 1992 92 .000267 2002 62 .000164
1984 112 .000301 1995-1996 72 .000192 2005 52 .000137
1985 132 .000556 1995-1998 92 .000247 2004 62 .000110
1986 lOZ .000276 1999 72 .000192
1987 92 .000267 ZOO0 82 .000219
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1S) days
beyond the date of the assessment. If payment is made after the interest computation data shown on the
Notice, additional interest must be calculated.