The URL can be used to link to this page

Home My WebLink About03-0128 PETITION FOR PROBATE and GRANT OF LETTERS Estate of' RACHAEL W. ZEIGLER NO. also known as To: Register of Wills for the , Deceased. County of Cumberland Social Security No. 198-30-2484 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or oldqr an the execut rix in the last will of the abOVl~ decedent, dated oanuary and codicil(s) dated one in the named ,19 NOTE: It is suggested that M. Roy Zeigler predec~a~md h~ w~o_ W. Zeigler, the Decedent herein. (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with er. .last;family mecnan:Lcsourg, ~rT[~¢85ipal residence at 265 Woods Drive, Silver Spring Township (list street, number and muncipality) Decendent, then 88 y_ears of age, died February 2 at Silver Spring Township, Cumberland County, PennsYlvahia ,~ 2003 , 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: Unestinmted WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) ShirYey M. Basehore 263 Woods Drive Mechmnicmh, rg: PA 17050 OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA '1 COUNTY OF CUMBERLANDy SS 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 the estate according to law. No. 21-2003-128 Estate Of ~ACUAEL W. ZEIOLER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW February llth I~ 200~ 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 January 28, 1976 described therein be admitted to probate and filed of record as the last will of and Letters Test~m~-ntary are hereby granted to Shirley M. Basehore FEES Probate, Letters, Etc .......... $ 18.00 Short Certificates(~ ) .......... $ 12.00 Ren.unciatio~, $ -0- x-~'ages t z ) ................ 6.00 JCP $ 10.00 TOTAL ~ $--4-8'700-- Filed .F.~Ec!O~Y..1%~1)., ~.0.0.3 ............. · v ~_% Register of Will~ Donn~ M.Otto, 1st Depgty SNELB~7 & SPARE, P. C. BY R~D?~o6.~ 55 44 West Main Street Mechanicsburg, PA 17055-0318 ADDRESS (717) 697-8528 PHONE MAILED LET?ERS TO RICHARD C. SNELBAKER ON 02-11-03 21-2003-128 LAW OFFICES MARTSON AND SNELBAKER LAST WILL AND TESTAMENT I, RACHAEL W. ZEIGLER~ of the Township of Silver Spring, County of Cumberland and Commonwealth of Pennsylvania, being of sound and dis- posing mind, memory and understanding, do make, publish and declare this as and for my Last Wii1 and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor or Executrix, as the ease may be, here- inafter named, as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and where- soever situated, unto my husband, M. ROY ZEIGLER, absolutely and in fee simple, if he survives me by as many as sixty (60) days. THIRD. If my husband, Mo ROY ZEIGLER, does not survive me by as many as sixty (60) days, then and in that event, I order and direct my Executrix or Executor, as the case may be, hereinafter named, to dis- tribute and dispose of all the rest, residue and remainder of my Estate real, personal and mixed, whatsoever and wheresoever situated, in the following manner: A. I give, devise and bequeath fifty per centum of my residuary estate unto my daughter, SHIRLEY M. BASEHORE, ab~ luteiy and in fee simple. B. I give, devise and bequeath twenty-five per eentum (25%) of my residuary estate unto my grand-daughter, namely, DEBRA L. BASEHORE, absolutely and in fee simple, subject, however, to the provisions of Paragraph D hereinbelow of this Item Third if my said grand-daughter has not attained the age of twenty-three (23) years at the time for distri- LAW OFFICES MARTSON AND SNELBAKER bution hereof. C. I give, devise and bequeath twenty-five per eentum (25%) of my residuary estate unto my grandson, namely, MARK R. BASEHORE, JR., absolutely and in fee simple, subject, however, to the provisions of Paragraph D hereinbelow of this Item Third if my said grandson has not attained the age of twenty-three (23) years at the time for distribution hereof. D. If either of my grandchildren named hereinabove should be under the age of twenty-three (23) years at the time for distribution of Paragraphs B and C hereinabove of this Item Third, I order and direct that the respective share of either such grand-child shall be delivered unto their father, namely, MARK R. BASEHORE, as my Testamentary Trustee, IN SEPARATE TRUSTS, NEVERTHELESS, to hold, manage, invest and reinvest for the use and benefit of said grand-child, said Trustee to have discretionary power and authority to expend, use and apply from time to time such amounts of both income and principal as my said Trustee shall deem necessary and proper for their education and maintenance incidental thereto; and at such time as each beneficiary attains the age of twenty-three (23) years, said Trustee shall terminate sueh trust and pay over and deliver unto the respective grand-child the then remaining balance of said trust, absolutely and in fee simple. LASTLY. I nominate, constitute and appoint my husband, M. ROY ZEIGLER, to be the Executor of this, my Last Will and Testament, but if for any reason my said husband should fail to qualify as such Executor or cease so to serve, then and in that event, I nominate, constitute and appoint my daughter, SHIRLEY M. BASEHORE, to be the Executrix hereof. If both of the above named individuals should fail LAW OFFI~IES MAET$ON AND ~NEI.BAK~'R to qualify as my personal representative hereof or cease so to serve, then and in that ultimate event, I nominate, constitute and appoint my son-in-law, namely, MARK R. BASEHORE, to be the Executor of this, my Last Will and Testament. I order and direct that all of the above named fiduciaries shall not be required to post bond or other security as a condition of their appointment and qualification as my personal representative hereof. IN WITNESS WHEREOF, I, RACHAEL W. ZEIGLER, have hereunto set my hand and seal to this, my Last Will and Testament which consists of three (B) typewritten pages to each of which I have affixed my signatur (]_976). A.D., One Thousand Nine Hundred Seventy-si The preceding instr~ent, consisting of this and Bo (2) other typewritten pages, each identified by the si~ature of the Testatrix, was on the date thereof signed, sealed, published and declared by ~CHAEL W. ZEIGLER, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names RACHAEL W. ZEIGLER LAW OFFICES WEST ~LAIN STR. EET MECHANICSBUKG, PENNSYLVANIA 17055 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: No. 2003-00128 RACHAEL W. ZEIGLER, Deceased February 2, 2003 PA No. 2103-0128 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 February 13, 2003: Natne Address Shirley M. Basehore 263 Woods Drive Mechanicsburg, PA 17050 Debra Basehore Wiest Mark R. Basehore, Jr. 269 Woods Drive Mechanicsburg, PA 17055 10 Fif[h Avenue Cherry Hill, NJ 08003 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE. Date: February 13, 2003 nelbaker, Esqmre 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. CD REV-1162 EX(11-96) 0025O4 SNELBAKER RICHARD C ESQUIRE 44 WEST MAIN STREET MECHANICSBURG, PA 17055 ........ fold ESTATE INFORMATION: SSN: 198-30-2484 FILE NUMBER: 2103-01 28 DECEDENT NAME: ZEIGLER RACHAEL W DATE OF PAYMENT: 04/28/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 02/02/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $500.00 TOTAL AMOUNT PAID: $500.00 REMARKS: SHIRLEY BASHORE C/O RICHARD C SNELBAKER ESQ SEAL CHECK# 1233 INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV-1500 EX (6-00) I- UJ o a. Z z o x 1-- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST. FIRST. AND MIDOLE INITIAL) Zeigler, Rachael W DATE OF DEATH (MM-Db-YEAR) I DATE OF BIRTH (MM-Db-YEAR) 02/02/2003 I 05/26/1914 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I ~l 1. Original Return I I 2. Supplemental Return OFFICtAL USE ONLY FILE NUMBER 21 -- 2--00--3 __01__28 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 198-30-2484 TI-IS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER t I 3. Remainder Return (date of death prior to 12-13-82) F~ 4. Limited Estate ~ 4a. Future Interest Compromise (date of death after 12-12-82) ~ 5, Federal Estate Tax Return Required ~ 6. Decedent Died Testate (Attach copy of W~II) r'~ 7. Decedent Maintained a Living Trust (Attach copy of Trust) 0 8. Total Number of Safe Deposit Boxes ~ 9. Litigation Proceeds Received E~ 10. Spousal Poverty Credit (date of death beb~een ~2-31-91 and 1-1-95) ~ 1 1. Election to tax under Sec. 9113(A)(~te¢~ s~ o) NA ME ...... <~0'1~1~ ~,i~il~' ~[~I~E~ ....................................................................... Richard C. Snelbaker 44 West Main Street FI R M NAM E (If Applicable) Snelbaker, Brenneman & Spare, P.C Mechanicsburg, PA 17055 TELEPHONE NUMBER (717) 697-8528 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes RecerVable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) ~"] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8 Total Gross Asse~s (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent. Mortgage Liabilities. & Liens(Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13, Charitable and Governmental Bed uests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 0.00~ 2r550.83 0.00 0.00 1,763.00 985.75 15,824.82 . OFFICtN_ USE ONLY (8) 21,124.40 10,173.55 1,518.53 (11) 11,692.08 9,432.32 0.00 (12) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 9,432.32 SEE INSTRUCTioNS ON REVF..F¢~- SIDE FOR APPLICABLE RATES 15 Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 0.00 x ,00 (15) 0. O0 16 Amount of Line 14 taxable at lineal rate 9,432.32 x .04,5 (16) 424.45 7. Am aunt of Line 14 taxable at sibling rate 0.00 x,12 (17) 0.00 18. Amount of Line 14 taxaWe at collateral rate 0.00 x .15 (18) 0.00 19. Tax Due (19) 424.45 2W4645 1.000 Dece~lent's Complete Address: SI'~H- l ADDRESS 265 Woods Drive Silver Spring Township Cl~ ISTATE Mechanicsburg Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty 0.00 500.00 25.00 0.00 0.00 Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) ZIP 17050 424.45 525.00 0.00 100.55 4. If Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) .......... Make Check Pay. able to: REGISTER OF ill/ILLS, 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 ................................ [~ r~ d. receive the promise for life of either payments, benefits or care? ................. ~ J-~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................ [~] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ~ [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ r~ [~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to t~e best of my knowledge and belief, it is true, correct and complete, Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OFj,~RSON RESPONSIBLE F(~FILING RI~TURN ESS ' Shirley M. -~as'ehor~ Executrix ~d'~W~ Drive, Mechanicsburq, PA 17050 SIGNATURE ~TATIVE; ADORESS44 %'e'' -A~b-~a[n Street P.O. Box 318 Mechanicsburg, PA 17055 DATE DATE 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 3% [72 P.S § 9916 (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 0% [72 P.S. § 9116 (a) (1.1) (ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requiraments 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-one 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 0% [72 PS. § 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 4.5%, 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 12% (72 P.S § 9116(a)(1 3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent m common with the decedent, whether by blood or adoption. 2W4646 1.000 REV-1503 EX + (1-97) COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESICENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Zeigler, Rachael W 21-2003-0128 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER United States Savings Bonds, Series E, $25.00 face value (see attached list for details) TOTAL (Also enter on line 2. Recapitulation) $ VALUE AT DATE OF DEATH 2,550.83 2,550.83 2W4696 3000 (If more space is needed, insert additional sheets of the same size) 3ond Calculator Series av, m Bon # Bonds 19 Serial Number Issue Date q2~60001487e~' 08/1968¥ q2473751488e -~ q2459765270¢e" q2458316871e~' q2445579067e ~ q243367~408¢ q2432304162e q2421884254e~'~ q2416500429e,''~ q2400803048e~ q2393868269¢'" q2382243309e'~ q2368875473e"' q2375503043e-- q2311793836¢~- q2306359976¢~' q2297555048e,/ q2283866992e ~ q22795686~7¢.~ i~i~i~ Vie~ngBonds 1-19 Total Price Total Interest Total VMue $356.25 $2,194.58 $2~5Kg3 Issue Interest Series Denom Price Interest Value Rate E'<- $25'~$18.75 $115.39 $134.14 02/1970 '¥ E '~ 25 a~ 18.75 118.59 137.34 01/1970,~ E ~ 25 "x~i8.75 118.25 137.00 11/1969 ~ E''~ 25 &"18.75 116.27 135.02 10/1969-¥ E~v 25'~'' 18.75 116.27 135.02 09/1969'~ E'~' 25 2'18.75 116.27 135.02 07/1969'~ E ~ 25be'18.75 115.96 134.71 06/1969~ E'~ 25`¥` 18.75 114.67 133.42 05/1969 ~ E ~ 25 '~ 18.75 119.85 138.60 03/1969 '~ E'~' 25~' 18.75 I18.52 137.27 02/19691'~ E~)~ 25'~ 18.75 118.52 137.27 12/1968'¥ E'd~' 25 ~ 18.75 118.53 137.28 10/1968~ E~ 254, 18.75 115.39 134.14 11/1968¥ E~ 25~ 18.75 116.69 135.44 01/1968¥- E-a' 25~ 18.75 112.53 131.28 12/196711( E ,,v 25Pc 18.75 112.53 131.28 11/1967,~ E.Se 25'~ 18.75 110.95 129.70 09/1967r" E '~t 25~' 18.75 109.70 128.45 08/1967 ~ E ~ 25'~ 18.75 109.70 128.45 Next Accrual YTD Interest $0.00 Final Maturity Note 08/1998 MN 02/2000 MN 01/2000 MN 11/1999 MN 10/1999 MN 09/1999 MN 07/1999 MN 06/1999 MN 05/1999 MN 03/1999 MN 02/1999 MN 12/1998 MN 10/1998 MN 11/1998 MN 01/1998 MN 12/1997 MN 11/1997 MN 09/1997 MN 08/1997 MN hll~;//wxmvs m~bli cdebt.treas.eov/BC/SB CPfi ce REV-1508,EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Zeigler, Rachael W FILE NUMBER 21-2003-0128 Include the 3rcceeds of litigation and the date the proceeds w~re received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBEF 2W46AD 2.000 DESCRIPTION 1. 1986 Renault Automobile, sale value 2 Sale proceeds from household goods sold via public auction by Bricker's Auction 3 Household goods retained by family members 4 Refund on taxes due the decedent TOTAL(AIsc enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 400.00 1,205.00 60.00 98.00 1,763.00 REV-1509 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER Zeigler, Rachael W 21-2003-0128 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADORESS RELATIONSHIP TO DECEDENT A. Basehore, Shirley M. Daughter 263 Woods Drive Mechanicsburg, PA 17050 JOINTLY-OWNED PROPERTY: LETTER DATE Lk~PTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of fir~ancial institution ami bank account number or DATE OF DEATH DECETS VALUE OF NUMBER TE~U~NT JOINT similar iclentifying number. Attach cleed for jointly-held real ~,~,;.~. VALUE OF ASSET IN~ E~I=ST EECEDENTS INTEREST 1. ~. ~ceptio]~&T Bank, checking account 1,971.51 50.00 985.75 #2676058643 TOTAL (Also enter on line 6, Recapitulation) $ 985.75 2W46AE 2.000 (If more space ~s needed, insert additional sheets of same size) REV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Zeigler, Rachael W 21-2003-0128 This schedule must be completed and filed if the answer to any of questions I through 4 on the reverse side of the REV-1500 COVER SHEET is yes. CESCRIPTION OF PROPERTY % OF ITEM ~NCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DATE OF DEATH DECD'S EXCLUSION DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE TAXABLE VALUE NUMBEF; DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (~F APPUCABLE) 1. Orrstown Bank, Certificate of 4,018.51 100.00 3,000.00 1,018.51 Deposit # 51100-60156, opened 9/19/02 and held jointly with Shirley M. Basehore 2 Conseco Services, LLC, 14,806.31 100.00 0.00 14,806.31 Washington National Insurance Company, annuity # 000155550 TOTAL (Also enter on line 7, Recapitulation) $ 15,824.82 (If more space is needed, insert additional sheets of same size.) 2W46AF 2.000 REV-1511' EX + (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS OOMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Zeigler, Rachael W 21-2003-0128 Debts of decedent must be reported on Schedule I. ITEM NUMBER 5. 6. 7. 8 9 10 11 DESCRIPTION FUNERAL EXPENSES: Myers Funeral Home, Gringrich Memorials, Inc., funeral services inscription on marker 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 Name: Snelbaker, Brenneman & Spare 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 Accountant's Fees Tax Return Preparer's Fees Bricker's Auction, commission on sale of household goods Patriot-News, advertising Executrix notice Cumberland Law Journal, advertising Executrix notice Bricker's Auction, appraisal fee Cumberland County Register of Wills, filing fee for Inheritance Tax Return Tot~ f~o~ continuation pages .... TOTAL(Alsoenteronline9, Recap~ulation) AMOUNT 8,339.00 120.00 0.00 500.00 0.00 46.00 0.00 0.00 395.00 123.55 75.00 60.00 15.00 500.00 10,173.55 2W46AG 2.000 (If more space is needed, insert additional sheets of same size) Estate of: Zeigler, Rachael W Schedule H, Part B -- Administrative Costs Page 2 21-2003-0128 Item Description Amount 12 Reserve for filing fees, accounting costs and other fees associated with the administration the Estate. 500.00 TOTAL. (Carry forward to main schedule) ...... 500.00 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE L~BILITIES,& LIENS ESTATE OF FILE NUMBER Zeigler, Rachael W 21-2003-0128 Include unreimbursed medical expenses. ITEM NUMBER 4 5 D~SCRIPTION Kohl ' s, credit card balance, account payable Verizon, phone service, account payable PPL, electric service, account payable (December, January, February) United States Treasury, Decedent purchased savings bond as gift January 1, 2003 Cumberland County Office of Aging, homemaker services, account payable AT&T, phone service, account payable Grandview Surgery & Laser Center, medical services, account payable IRS, 2002 income tax due TOTAL (Also enter on line 10, Recapitulation) AMOUNT 68.84 23.82 1,073.84 100.00 22.14 2.26 186.63 41.00 1,518.53 2W46AH 2.000 (If more space is needed, insert additional sheets of the same size) REV-1513 EX* (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULEJ BENEFICIARIES FILE NUMBER ~r, Rachael W 21-2003-0128 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Tru-tee_(s) OF ESTATE Zeiql~ NUMBER 2 3 TAXABLEDISTRIBUTlONS[includeoutrights~usaldistributions, andtran~ers underSec. 9116(a)(l.2)] Basehore, Shirley M. 263 Woods Drive Mechanicsburg, PA 17050 Basehore Wiest, De-bra 269 Woods Drive Mechanicsburg, PA 17055 Basehore, Jr., Mark R. 10 Fifth Avenue Cherry Hill, NJ 08003 Daughter Granddaughter Grandson 4,716.16 2,358.08 2,358.08 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET I1. 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. O0 2W46AI 1.000 (If more space is needed, insert additional sheets of the same size) I-AW OFFICES MARTSON AND LAST WILL AND TESTAMENT I, RACHAEL W. ZEIGLER, of the Township of Silver Spring, County of CL~berland and Commonwealth of Pennsylvania, being of sound and dis- posing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor or Executrix, as the ease may be, here- inafter named, as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath sll the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and where- soever situated, unto my husband, M. ROY ZEIGLER, absolutely and in fee simple, if he survives me by as many as sixty (60) days. ,HIR_D. If my husband, M. ROY ZEIGLER, does not survive me by as 'ma~Fy as sixty (60) days, then and in that event, I order and direct my Executrix or Executor, as the ease may be, hereinafter named, to dis- tribute and dispose of all the rest, residue and remainder of my Estate real, personal and mixed, whatsoever and wheresoever situated, in the following manner: A. I give, devise and bequeath fifty per centum (50%) of my residuary estate unto my daughter, SHIRLEY M. BASEHORE, ab~ lutely and in fee simple. B. I give, devise and bequeath twenty-five per eentum (25%) of my residuary estate unto my grand-daughter, namely, DEBRA L. BASEHORE, absolutely and in fee simple, subject, however, to the provisions of Paragraph D hereinbelow of this Item Third if my said grand-daughter has not attained the age of twenty-three (2B) years at the time for distri- LAW OFFICES SON AND SN£L~AJ(ER bution hereof. C. I give, devise and bequeath twenty-five per eentum (25%) of my residuary estate unto my grandson, namely, ~RK R. BASEHORE, JR., absolutely and in fee simple, subject, however, to the provisions of Paragraph D hereinbelow of this Item Third if my said grandson has not attained the age of twenty-three (23) years at the time for distribution hereof. D. If either of my grandchildren named hereinabove should be under the age of twenty-three (23) years at the time for distribution of Paragraphs B and C hereinabove of this Item Third, I order and direct that the respective share of either sueh grand-child shall be delivered unto their fathers namely, MARK R. BASEHORE, as my Testamentary Trustee, IN SEPARATE TRUSTS, NEVERTHELESS, to hold, manage, invest and reinvest for the use and benefit of said grand-child, said Trustee to have discretionary power and authority to pend, use and apply from time to time such amounts of both income and principal as my said Trustee shall deem necessary and proper for their education and maintenance incidental thereto; and at such time as each beneficiary attains the age of twenty-three (23) years, said Trustee shall terminate such trust and pay over and deliver unto the respective grand-child the then remaining balance of said trust, absolutely and in fee simple. LASTLY. I nominate, constitute and appoint my husband, M. ROY ZEIGLER, to be the Executor of this, my Last Will and Testament, but if for any reason my said husband should fail to qualify as such Executor or cease so to serve, then and in that event, I nominate, constitute and appoint my daughter, SHIRLEY M. BASEHORE, to be the Executrix hereof. If both of the above named individuals should fail LAW OFFICE~ IV~ARTSON AND ~NELBAKER to qualify as my personal representative hereof or cease so to serve, then and in that ultimate event, I nominate, eonstitute and appoint my son-in-law, namely, MARK R. BASEHORE, to be the Executor of this, my Last Will and Testament. I order and direct that all of the above named fiduciaries shall not be required to post bond or other security as a condition of their appointment and qualification as my personal representative hereof. IN WITNESS WHEREOF, I, RACHAEL W. ZEIGLER, have hereunto set my hand and seal to this, my Last Will and Testament which consists of three (3) typewritten pages to each of which I have affixed my signatu~ this ~ ~ ay of ~[m~ A.D., One Thousand Nine Hundred Seventyisi (]_976). The preceding instrument, consisting of this and~ll~f' (2) other typewr~tte~ pa~es, eaoh identified by the si~ature of the ~estatr~x, was on the date thereof signed, sealed, published and declared by RACHAEL W. ZEIGLER, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names BUREAU OF ZNDZVTDUAL TAXES TNHERXTANCE TAX DEPT. 180601 HARRTSBURg, PA 17118-0601 COHNONWEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOT/CE OF ZNHERTTANCE TAX APPRATSEMENT, ALLO#ANCE OR D/SALLO#ANCE OF DEDUCTZONS AND ASSESSMENT OF TAX RICHARD C SNELBAKER SNELBAKER ETAL qq W HAIN ST NECHANICSBURG PA 17055 DATE 12-01-2005 ESTATE OF ZEIGLER DATE OF DEATH 02-02-200:5 FZLE NUHDER 21 0:5-0128 COUNTY CUHBERLAND ACN 101 Amoun1: Remi1:'~ad REV-II;4? El( &FP RACHAEL W HAKE CHECK PAYABLE AND RENZT PAYHENT TO: REGISTER DF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 CUT ALONG THZS L/NE ~ RETAZN LOWER PORT/ON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOT/CE OF TNHERZTANCE TAX APPRA]:SENENT, ALLOWANCE OR DTSALLOWANCE OF DEDUCTTONS AND ASSESSHENT OF TAX ESTATE OF ZEIGLER RACHAEL WFZLE NO. 21 0:5-0118 ACN 101 DATE 12-01-2003 TAX RETURN NAS: (X) ACCEPTED AS FTLED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSF APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a1:e (Schedule A) (1) 2. S1:ocks and Bonds (Schedule B) (2) 3. Closely Held S1:ock/Par1:nership ln1:eres1: (Schedule C) (3) q. Mor1:gagas/No1:es Receivable (Scheclule D) (q) 5. Cash/Bank Daposi1:s/Misc. Personal Proper1:y (Schedule E) (5) 6. Join1:ly Owned Proper1:y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To1:a! Asse1:s APPROVED DEDUCTZONS AND EXENPTZONS: 9. Funeral Expensas/Adm. Cos1:s/Misc. Expanses (Schedule H) (9) 10. Deb1:s/Mor1:gage Liabili1:ies/Liens (Schedule T) (10) 11. To1:al Deduc1:ions 12. Ne1: Value of Tax Re1:urn .O0 2~550.8:5 .00 .0O 1~76:5.00 985.75 15~82q.8Z (8) 10,175.55 1 ~ 518.5:5 (11) (12) 13. lq. NOTE: Chari1:able/Oovarnmen1:al Beques1:s; Non-elac1:ad 911:5 Trus1:s (Schedule J) (13) Ne1: Value of Es1:a1:a Subjac1: t:o Tax (lq) [f an assessment ~as issued previously, 11nas 14, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. NOTE: To insure proper cred11: 1:o your accoun1:, submi1: 1:he upper por1:ion of 1:his form ~i1:h your 1:ax paymen1:. 21,12q.~,0 ]].692.08 ASSESSMENT OF TAX: 15. Amoun1: of Line lq 16. Amoun1: of Line 1~ 17. Amoun1: of Line lq 18. Amoun1: of Line 1~ 19. Principal Tax Due TAX CREDZTS: PAYMENT RECEZPT' DATE NUMBER TNTEREST/PEN PAZD (- 0q-28-200:5 CDOOZSOq 21.22 ZZ-Z~-ZO0:5 REFUND .00 ZF PAZD AFTER DATE TNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTTONAL TNTEREST. .00 TOTAL TAX CREDZT BALANCE OF TAX DUEJ ZNTEREST AND PEN. TOTAL DUE qZq.q5 .00 .00 .00 ( TF TOTAL DUE ZS LESS THAN $1, NO PAYMENT TS REQUTRED. TF TOTAL DUE TS REFLECTED AS A 'CREDZT" (CR)~ YOU MAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.) 500.00 96.77- AMOUNT PAZD (16) .00 x O0 = .00 (16) 9, q:52. :52 x Oq. 5 = q24. q5 (17) . O0 x 12 = . O0 (lB) .00 x 15 = .00 (19)= qZq.q5 18 and 19 will RESERVATION: Estates of decadents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lamful Class B (collataral) rate on any such future interest. PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADHIN- ISTRATZVE CORRECTIONS: DZSCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act ZS of ZOO0. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of gills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NILES, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at the Office of the Register of gills, any cf the Z$ Revenue District Offices, or by calling the special 24-hour anseering service for forms ordering: 1-800-362-Z050~ services for taxpayers eith special hearing and / or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the appraisement) alloeance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60} days of receipt of this Notice by: --erittan protest to the PA Department of Revenue, 8oard of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court, Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revise Unit, Dept. 280601j Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decadent" (REV-1SO1) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (51) discount of the tax paid is allowed. The 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January ID, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you mould appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning eith first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes ehich became delinquent before January 1, 1982 bear lntermst at the rate of six (623 percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate ehich mill vary fram calendar year to calendar year eith that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Yaa.~r Rata Factor 1982 ZOZ .000548 1987 92 .000247 1999 72 .000192 1983 162 .000438 1988-1991 112 .000301 ZOO0 81 .000219 1984 112 .000301 1992 9Z .000247 2001 9Z .000247 1985 132 .000356 1993-1994 72 .000192 ZOOZ 61 .000164 1986 102 .000274 1995-1998 9Z .000247 2003 52 .000137 --Interest is calculated as folloes: INTEREST = BALANCE OF TAX UNPA/D X NUNBER OF DAYS DELINQUENT X DALLY 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 date shown on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Shirley M. Basehore Sworn and subscribed before me, CL?/,9 2o .oo4 being duly sworn according to law, deposes and says that she is the Executrix of the Estate of Rachael W. Zeiqler Silver Spring Township . Cumberland Cou,ty, Pa., deceased and that the late of within is an inventory made by Shirley M. Basehore . the said Executrix of the enflre estate of sa~d decedent, conslsfing of all the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and fhaf the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. Executor - Adm;msfrafor Shirle M. Basenore, Executrix % ~ 263 Woods Drive ¢~/~" / Mechanicsburg, PA 17050 COMMONWEALTH OF PENI~SYLVANIA Not~l ~ | ] ^aarass S~*ldr~ K, Showem, No{~r~ Public I My Commissio~ Expir~ Nov. ~, 2OO7 I 2 n d Member, Pennsylvania Associatk~, ~fj~taL~.i~t.sr y 2003 Date of Death Day Month Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. ,-~ o I o I d Inventory of the real and personal estate of RACHAEL W. ZEIGLER, Deceased PERSONALTY: I United States Savings Bonds, Series E, $25.00 face value 2 1986 Renault Automobile, sale value 3 Household goods, sold via public auction by Bricker's Auction 4 Household goods, retained by family 5 Refund on income taxes due the decedent TOTAL PERSONALTY: REAL ESTATE: Decedent owned no real estate at the time of her death 2,550.83 400.00 1,205.00 60.00 98.00 4,313.83 $ 0.00 TOTAL PERSONALTY AND REAL ESTATE: 4,313.83 Page 1 LAW OFFICES SNELBAKER. BF~ENNEMAN ,~ SPARE WHEREAS, Rachael W. Zeigler, late of Silver Spring Township, County of Cumberland and Commonwealth of Pennsylvania, died on February 2, 2003, having first made her Last Will and Testament in writing probated before the Register of Wills of said Cumberland County on February 11, 2003, and Letters Testamentary were issued on the same date to Shirley M. Basehore, the Executrix named in the Last Will and Testament of said Decedent; and WHEREAS, said Executrix has entered upon and completed her administration of said Decedent's Estate as set forth in her First and Final Account attached hereto, and intends to distribute the net balance of the assets of said Estate to the persons named in the Statement of Proposed Distribution also attached hereto, both of said documents being incorporated herein by reference thereto; and NOW KNOW ALL MEN BY THESE PRESENTS, that we, Shirley M. Basehore, Debra Basehore Wiest and Mark R. Basehore, Jr., 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 ~ true and coPrect, and in strict accordance with the terms LAW OFFICES SNELBAKER~ BRENNEMAN & SPARE 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 Shirley M. Basehore, Executrix of the Estate of Rachael W. Zeigler, 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 Rachael W. Zeigler, Deceased. NOW, THEREFORE, we, and each of us, the said Shirley M. Basehore, Debra Basehore Wiest and Mark R. Basehore, Jr., do by these presents, remise, release, quit-claim and forever discharge the said Shirley M. Basehore, her 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. AND, 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 LAW OFFICES SNELBAKER. BRENNEMAN & SPARE Executrix, as shown by said Account, distributed by the Court of 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. A_ND in consideration of the aforesaid settlement being made without the aid of such Court of Common Pleas - Orphans' Court Division, that we, and each of us, the said Shirley M. Basehore, Debra Basehore Wiest and Mark R. Basehore, Jr., 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 Executrix such amounts thereof as may be necessary to pay such debts or demands. IN WITNESS WHEREOF, we have hereunto set our hands and seals this ~0%~day of ~ 2004. WITNESSED BY: Mark R. Basehore, Jr. ( S gAL ) ( SEAL ) ( SEAL LAW OFFICES SNELBAKER. BRENNEMAN & SPARE Executrix, as shown by said Account, distributed by the Court of 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. A/~'D in consideration of the aforesaid settlement being made without the aid of such Court of Common Pleas - Orphans' Court Division, that we, and each of us, the said Shirley M. Basehore, Debra Basehore Wiest and Mark R. Basehore, Jr., do hereby agree that if any debts or demands other than those included in the above referenced First and Final Accdunt, 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 Executrix such amounts thereof as may be necessary to pay such debts or demands. IN WITNESS WHEREOF, we have hereunto set our hands and seals this day of WITNESSED BY: 2004. (SEAL) Shirley M. Basehore ( SEAL ) Debra Basehore Wiest ar . ~as~nore, Jr. (SEAL) LAW OFFICES SNELBAKER BRENNEMAN & SPARE COMI~[ONWEALTH OF PENNSYLVANIA) : SS. COUNTY OF CUMBERLAND) On this the~ day of ~P~ , 2004 before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared Shirley M. Basehore and Debra Basehore Wiest, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official Notary Public COMMONWEALTH OF PENNSYLVANIA Member, Pennsylvania Association Of Notaries LAW OFFICES SNELBAKER, BRENNEMAN & SPARE iTATE OF NEW JERSEY ) : SS. :OUNTY OF i ) On this the /~/~ day of ~(~ 2004, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared Mark R. Basehore, Jr., 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, seal. I her to set my hand and. official Notary Public ~IE BURI(E LAW OFFICES SNELBAKER. BRENNEMAN ~: SPARE ESTATE NO. 21-03-0128 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY SHIRLEY M. BASEHORE, EXECUTRIX OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF RACHAEL W. ZEIGLER, DECEASED, LATE OF SILVER SPRING TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA Shirley M. Basehore, Executrix as aforesaid and Accountant herein, avers as follows: DATE OF DECEDENT'S DEATH: DATE LETTERS TESTAMENTARY ISSUED: February 2, 2003 February 11, 2003 DATES EXECUTOR NOTICE ADVERTISED: Cumberland Law Journal Patriot-News February 21, 28, March 7, 2003 March 4, 11, 18, 2003 FIRST AND FINAL ACCOUNT PERSONALTY - PRINCIPAL ACCOUNT DEBITS The Accountant charges herself with the receipt of the following items of Decedent's Personalty valued as of the date of Decedent's death: 1. United States Savings Bonds, Series E, $25.00 face value 2. 1986 Renault automobile, sale value 3. Household goods, sold via public auction by Bricker's Auction 4. Household goods, retained by family 5. Refund on income taxes due the decedent 6. Commonwealth of Pennsylvania, refund on Inheritance tax 7. Downpayment from purchaser of 1986 Renault automobile TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: PERSONALTY - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from Decedent's Personalty Account: 1. IRS, 2002 income tax due 2. Gringrich Memorials, inscription on marker 3. Refund of overpayment to purchaser of 1986 Renault automobile 4. Register of Wills, filing fee for Inheritance Tax return 5. Bricker's Auction, commission on sale of household goods and appraisal fee 6. Associated Cardiologists, medical expense 7. Snelbaker, Brenneman & Spare, P.C., attorney services 8. Snelbaker, Brenneman & Spare, P.C., costs advanced: a. Cumberland Law Journal, advertising Executrix notice b. Patriot-News, advertising Executrix notice 75.00 123.55 Page 1 2,550.83 400.00 1,205.00 60.00 98.00 96.77 100.00 4,510.60 41.00 120.00 98.00 15.00 455.00 48.03 500.00 251.55 LAW OFFICES SNELBAKER. BRENNEMAN & SPARE c. Register of Wills, probate fees 9. Reserve for filing fees, accounting fees and other costs associated with the administration of Decedent's Estate TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: PERSONALTY - INCOME ACCOUNT DEBITS The Accountant charges herself with the receipt of the following income from the investment of Personalty Principal: 1. Orrstown Bank, interest on estate checking account TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: PERSONALTY - INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following from the Personalty Principal Account: TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: items REAL ESTATE - PRINCIPAL ACCOUNT DEBITS The Accountant charges herself 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 herself 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 The Accountant claims credit for the payment of the following items from the Real Estate Income Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: Page 2 53.00 500.0(: $ 2,028.58 $ 3.05 $ 3.05 NONE NONE NONE NONE NONE NONE NONE NONE NONE NONE LAW OFFICES SNELBAKER. BRENNEMAN & SPARE PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL PERSONALTY PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL REAL ESTATE: TOTAL FOR DISTRIBUTION: RECAPITULATION Page 3 4,510.60 2,028.58 3.05 NONE $ NONE $ NONE $ NONE $ NONE $ 2,482.02 $ 3.05 $ NONE $ NONE 2,485.0} $ NONE $ 2,485.07 LAW OFFICES SNELBAKER, BRENNEMAN ~ SPARE STATEMENT OF PROPOSED DISTRIBUTION Shirley M. Basehore, Executrix and Accountant herein, proposes to distribute the balance of the Estate of Rachael W. Zeigler, Deceased, to wit: $2,485.07 in accordance with the Last Will and Testament of said Decedent as follows: Shirley M. Basehore 50% of residue as per Item 3A of Will Cash Household goods, received in kind 2. Debra Basehore Wiest 25% of residue as per Item 3B of Will Mark R. Basehore, Jr. 25% of residue as per Item 3C of Will TOTAL FOR DISTRIBUTION: Page 4 1,182.53 60.00 621.27 621.27 2,485.07 LAW OFFICES SNELBAKER. BRENNEMAN & SPARE COMMONWEALTH OF PENNSYLVANIA COUNTY Shirley M. Basehore, OF CUMBERLAND SS: being duly sworn according to law deposes and says: that she is the Executrix of the Estate and under the Last Will and Testament of Rachael W. Zeigler, 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 her knowledge, information and belief. ,~ghirley M.-~asehore Executrix and Accountant Sworn to and subscribed before me thiso~ day of~,~ Notary Public 2004 COMMONWEALTH OF PENNSYLVANIA, Notadal Seal Sandra K. Showem, No{ary Public Mechanksburg Boro, Cumbedand County My Commission F_xpires Nov, 22, 2007 Member, Pennsylvania Association Of Notarle~l Page 5 Name of Decedent: STATUS REPORT UNDER RULE 6. ! 2 Rachael W. Zeigler DateofDeath: February 2, 2003 Will No.: 21-03-0128 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: I. State whether administration of the estate is complete: Yes ['~ No [] 2. If the 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: Did the personal representative file a final account with the Court? Yes _ No [] b. 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? Yes [] No [--1 Date: Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed wi. ii, he Clerk o, gf the Orphans' Court and may be attached to this rep~/~ft./~ Sig~t~ Richard C. Snelbaker ~Sn~eibaker, Srenneman & Spare, 44 West Main Street - Mechanicsburg, PA 17055 Address Capacity: 717-697-8528 Telephone No. [~ Personal Representative [-~ Counsel for personal representative P.Co BUREAU OF ZNDZVTDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-060! COHNONNEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT REV-1607 EX AFP (DI-DS) RICHARD C SNELBAKER SNELBAKER ETAL qfi W HAIN ST HECHANICSBURG PA 17055 DATE 1Z-O8-ZO0$ ESTATE OF ZEIGLER DATE OF DEATH 02-02-2003 FILE NUNBER 21 03-0128 COUNTY CUHBERLAND ACN 101 I Amoun~ RemJ.~ed RACHAEL N HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subeit the upper portion of this fore with your tax payment. CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS *-~ REV-1607 EX AFP (01-03) ESTATE OF ZEIGLER ~ INHERITANCE TAX STATENENT OF ACCOUNT ~ RACHAEL N FILE N0.21 03-0128 ACN 101 DATE 12-08-2003 THIS STATEHENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAHED ESTATE. SHO#N BELOg ZSA SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 12-01-2003 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYNENTS (TAX CREDITS): q2q.q5 PAYHENT DATE Oq-28-ZO05 11-2fi-ZOO3 RECEIPT NUMBER COOOZSOq REFUND DISCOUNT (+) INTEREST/PEN PAID C-) 21 .Z2 .00 ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUIRED. ZF TOTAL DUE IS REFLECTED AS A 'CREDIT' AMOUNT PAID 500.00 96.77- TOTAL TAX CREDIT qZq.q5 IALANCE OF TAX DUE .00 XNTEREST AND PEN. .00 TOTAL DUE .00 YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. }