HomeMy WebLinkAbout03-0406PETITION FOR PROBATE and GRANT OF LETTERS
Estate of GEORGE C. ZEIGLER
also known as
Deceased.
Social Security No. 187-07-9978
TO:
Register of Wills for the County
of Cumberland in the Commonwealth
of Pennsylvania.
The petition of the undersigned respectfully represents that:
Your Petitioner is 18 years of age or older and the executrix named in the last will of the above
decedent, dated 11 August 1997 and codicil(s) dated n/a.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or
principal residence at 3950 Mountain View Road, Mechanicsburg, Pennsylvania.
Decedent, then 85 years of age, died on 23 February 2003 at 3950 Mountain View Road,
Mechanicsburg, Cumberland County, Pennsylvania.
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: n/a
Decedent at death owned property with estimated values as follows:
(if domiciled in Pa.) All personal property
(if not domiciled in Pa.) All personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
Situated as follows:
WHEREFORE, Petitioner(s) respectfully request the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary.
Signature and residences of Petitioner(s):
Sandra K. Morris
6353 North Powderhorn Road
Mechanicsburg, PA 17050
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ) SS.
COUNTY OF CUMBERLAND )
The petitioner above-named swears or affirms that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner and that as personal
representative of the above decedent petitioner will well and truly administer the estate according to
law.
Sworn to or affirmed and subscribed
before me this/,,~/,~-/¢ day of
,,~,,A,/ , 2003.
Register
Sandra K. Morris
6353 North Powderhorn Road
Mechanicsburg, PA 17050
Estate of George C. Zeigler, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, ../~,/~z/t~' ,~::Z2~_, in consideration of the Petition for Probate
and Grant of Letters, satisfactory proof having been'presented to me, IT IS DECREED that the
instrument dated 11 August 1997 described therein be admitted to probate and filed of record as the
last will of George C. Zeigler and Letters Testamentary are hereby granted to Sandra K. Morris.
Register of Willsc
FEES
Probate, Letters, Etc ............ $ _~),~
Short Certificates ( ) ..........
Renunciation ....................... $
<~ TOTAL
Filed
Samuel L. Andes
Attorney-at-Law (I.D. No. 17225)
525 North 1 2th Street
Lemoyne, PA 17043
(71 7) 761-5361
WILL
OF
GEORGE C. ZEIGLER
I, GEORGE C. ZEIGLER, of Hampden Township, Cumberland County, Pennsylvania,
declare this to be my last will and revoke any will previously made by me.
ITEM I. I direct that all my just debts and funeral expenses, including my
gravemarker and all expenses of my last illness, and any and all taxes and assessments
imposed by any governmental body as a result of my death, whether on property passing
under this will or otherwise, shall be paid from my residuary estate as soon as practicable
after my decease as a part of the expense of the administration of my estate.
ITEM II. I give, devise, and bequeath all of my possessions and estate of every
nature and wherever situate in equal shares to such of my issue, per stirpes, who survive
my death by sixty (60) days.
ITEM III. I appoint my daughter, SANDRA K. MORRIS, executrix of this my last will.
ITEM IV. In addition to the other powers and authorities granted to my personal
representative by Pennsylvania Law and by the other terms and provisions of this will, I
hereby give to my personal representative the following powers and authorities effective
without court approval and until actual distribution of all property: to compromise any claim
or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind,
and in such manner as my personal representative may determine and at valuations finally
to be fixed by them; to invest in all forms of property, including any stock or other
securities in any corporate fiduciary or its successor without restriction to investments
authorized for Pennsylvania fiduciaries, as my personal representative deems proper,
without regard to any principle of risk or diversification; to retain any or all assets of my
estate, real or personal, without regard to any principle of risk or diversification; to sell at
public or private sale, to exchange, or to lease for any period of time, any real or personal
property and to give options for sales, exchanges, or leases, for such prices and upon such
Page 1 of 3
terms or conditions as my personal representative deems proper; and to allocate receipts
and expenses to principal or income or partly to each as my personal representatives deem
proper in their sole discretion.
ITEM V. I direct that my personal representatives and fiduciaries shall not be
required to give bond for the faithful performance of their duties in any jurisdiction.
//-~' day of
IN WITNESS WHEREOF, I have hereunto set my hand this
z::?_,~,-~-; , 1997.
GESRG~E ~.ZEIGL~ ~'
The preceding instrument, consisting of this and ONE other typewritten page, each
identified by the signature of the testator was on the date thereof signed, published, and
declared by GEORGE C. ZEIGLER, the testator therein named, as and for his last will, in the
presence of us, who at his request, in his presence, and in the presence of each other,
have subscribed our names as witnesses hereto.
Amy Ro.~-~lli
Pa~e 2 of 3
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
)
( SS.:
)
The undersigned, being the testator whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, does hereby acknowledge that I signed and
executed the foregoing instrument as my last will, that I signed it willingly; and that I signed it as
my free and voluntary act for the purposes therein expressed.
G-EO F~G E C.~'EIG LER~
Sworn or affirmed to and acknowledged
before me by the testator named above
this I)+k day of ~r~-.~s¢ , 1997.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
)
( SS.:
WE, SAMUEL L. ANDES and AMY ROSELLI, 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 testator sign and execute the instrument as his last will; that he signed it
willingly and that he executed it as his free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the testator signed the will as witnesses; and that to the
best of our knowledge, the testator was at that time 18 or more years of age, of sound mind, and
under no constraint or undue influence.
Sworn or affirmed to and
acknowledged before me this
[I ~ day of /~,f,,--~- ,
1997.
SAMUEL L. ANDES
ATTORNEY AT LAW
5~5 NORTH TWELFTH STREET
P. O. BOX 168
LEMOYNE~ PENNSYLVANIA 17043
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: George C. Zeigler
Date of Death: 23 February 2003
Will No. Admin. No. 2003-00406
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 13 March 2003.
Name Address
Mrs. Mary M. Barton
96 Queen Avenue, Enola, PA 17043
Mrs. Sandra K. Morris
6353 N. Powderhorn Road Mechanicsburg, PA
17050
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
None
Date:
Name: Samuel L. Andes
Address: 525 N. 1 2th Street
Lemoyne, PA 17043
Telephone #71 7 761-5361
Capacity:
Personal Representative
Counsel for Personal
Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF ~NOIVlDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 00321 5
ANDES SAMUEL L ESQUIRE
525 N 12TH STREET
LEMOYNE, PA 17043
........ fold
ESTATE INFORMATION: SSN: 187-07-9978
FILE NUMBER: 21 03-0406
DECEDENT NAME: ZEIGLER GEORGE C
DATE OF PAYMENT: 11/10/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/23/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $369.50
TOTAL AMOUNT PAID:
$369.50
REMARKS: SAMUEL L ANDES ESQUIRE
SEAL
CHECK#4851
INITIALS' SK
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
~ COMMONWEALTH OF J
~~ ~:~ PENNSYLVANIA
,k~~~-%~=~ DEPARTMENT OF REVENUE
F'~~,-~"~ DEPT, 280601
~~'l'~ HARRISBURG, PA 17128-0601
Z
0
U3
n,
0
o
UJ
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Zeigler, George C.
DATE OF DEATH (MM-nD-YEAR) DATE OF BIRTH (MM-nD-YEAR)
02-23-2003 07-16-1917
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
2-1___23 0 4 0 6
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
187 -07 - 9978
THIS RETURN MUST BE FILED IN DUPLICATE WITH
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
none
[~] 1. Original Return
L----J4. Limited Estate
~6, Decedent Died Testate (Attar~ copy of Wi#)
F--'~ 9. Litigation Proceeds Received
NAME
Samuel L. Andes
FIRM NAME {If Applicable)
E~2. Supplemental Retum
[~] 4a. Future Interest Compromise idate of death afler 12-12-82)
---]7. Decedent Maintained a Living Trust (^ttad~ ropy
E~10, Spousal Poverty Credit (date of death between 12-31-91 and 1,1-~5)
TELEPHONE NUMBER
(717) 761-5361
1. Real Eslate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3, Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Pemonal Property (5) $ 50,00
(Schedule E)
6. Jointly Owned Property (Schedule F)
I--'] Separate Billing Requested (6)
7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property' (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 739.01
10. Debts of Decedent, Modgage Liabilities, & Liens (Schedule I} (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line § minus Line 11)
(4) _$8,900.00
E~3. Remainder Return (dale of death p~t to 2-!3-82'~
E~5. Federal Estate Tax Return Required
__ 8, Total Number of Safe Deposit Boxes
E~11. Eledion to tax under Sec. 9113(A) (At~ach Sc
COMPLETE MAILING ADDRESS
525 North 12th Street
Lemoyne, PA 17043
13, Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Z
O 15. Amount of Line 14 taxable at the spousal tax
~%, rate, or transfers under Sec. 9116 (a)(1.2)
~--- 16. Amounl of Line 14 taxable at lineal rate 8,210.99
~: 17. Amount of Line 14 taxable at sibling rate
O
f,,,) 18. Amount of Line 14 taxable at collateral rate
x
19, Tax Due
20.
OFFICIAL USE ONLY
8,950.00
(11) 739.01
¢2) 8,210.99
(13)
(14) 8,210.99
x.O
x ,12
x .15
(~5)
(~e) 369.50
(~7)
¢8) ....
369.50
(19)
Dec'dent's Complete Address:
STREET ADDRESS
3950 Mountainview Road
CITY Mechanicsburg ISTATE PA IzIP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments (1) 369.50
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interest/Penalty if applicable Total Credits (A + B + C ) (2) 0.00
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4.If Line 2 is greater than Line 1 + 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) 369.50
A, Enter the interest on the tax due, (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) 369.50
Make Check Payab/e to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the properly transferred; .......................................................................................... [] []
b. retain the dght to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] ;~
d. receive the promise for life of either payments, benefits or care? .................... []
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?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE tT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined ~his return, including accompanying schedules and statements, and to the best of my knowledge and ballet', it is true, correc! acd complete.
Oectaration of preparer clher than the personal representative is based on all information of which preparer has any knowledge.
SIGNATU~RSON RESPONSIBLE FOR FILING RETURN )
ADDRESS
6353 N. Powderhorn Road, Mechanicsburg, PA 17050
525 North 12th Street, Lemoyne, PA 17043
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. §9116 (a)(1.1) (i)]. '
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)J.
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filinc a tax return are still applicable even if
the surviving spouse is [he 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 P.S. §9116(a)(1.2)]. .
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 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 9!02, as an
individual who has at ieast one parent in common with the decedent, whether by blood or adoption.
SCHEDULED
~o~o~,',v~ a,~...: o~ .~:~¥~,,,,.:,~ I MORTGAGES & NO~$
~e~oe.t ~ecege~ RECEIVA
S E OF
George C. ZeJgler FILE
21-03-0406
Debt owed to decedent bx his daughter, Ma~ Ba~on, which was
secured by a moMgage on her residence in East Pennsboro
Township, Cumberland County, Pennsylvania. The loan was
originally for $33,200.00 in April of 1997 and it had been reduced
by substantial payments made since that time. On the date of
decedent's death, the balance owed on the debt was: $~,900.00
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RES!IhENT DECEDEi',IT
ESTATE OF
George C. Zeigler
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-03-0406
Include the proceeds of liiigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshi ) must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
1982 Ford pickup truck in inoperable and very poor condition
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
$ 50.00
$ 50.00
REV-1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF George C. Zeigler
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-03-0406
Debts of decedent must be reported on Schedule [,
ITEM
NUMBER DESCRIPTION
A.
1.
5.
6.
7.
FUNERAL EXPENSES:
None
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) n/a
Social Security Number(s)/EIN Number of Personal Representative(s)
Streel Address
Cily Stale
Year(s) Commission Paid:
Attorney Fees Samuel L. Andes
Family Exemption: (If decedent's address is not the same as claimanl's, attach explanation)
Claimant None
__ Zip
Street Address
City State
Relationship of Claimant to Decedent
Probate Fees Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
Advertising (The Sentinel)
Advertising (Cumberland Law Journal)
z~p Advertisin
TOTAL (Also enter on line 9, Recapitulation)
AMOUNT
$500.00
$80.00
$84.01
$75.oo
$ 739.01
(If more space is needed, insert additional sheets of the same size)
'R~V~1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE 'TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
George C. Zeigler 21-03-0406
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
!
1,
11
1.
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and translers under
Sec. 9t16 (a) (t,2)]
Sandra K. Morris, 6353 North Powderhorn Road, Mechanicsburg,
Pennsylvania
Mary M. Barton, 96 Queen Street, Enola, Pennsylvania 17025
daughter
daughter
50 percent
50 percent
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
none
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART l! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(if more space is needed, insert additional sheets of the same size)
BUREAU OF ZNDZVZDUAL TAXES
ZNHER/TANCE TAX DZYT$ZON
DEPT. ZB0601
HARRTSBURG, PA 17128-060!
COHHONWEALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSEMENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTZONS AND ASSESSMENT OF TAX
SANUEL L ANDES
525 N 1ZTH ST
LEHOYNE
DATE 01-05-200q
ESTATE OF ZEIGLER
DATE OF DEATH 02-23-2005
FZLE NUNBER 21 05-0q06
~" COUNTY CUHBERLAND
ACN 101
PA 170~3 I Amount Rea/trod
GEORGE C
HAKE CHECK PAYABLE AND REHZT PAYNENT TO:
REGI'STER OF WTLLS
CUHBERLAND CO COURT HOUSE
CARLTSLE, PA 17013
CUT ALONG THZS LZNE I~- RETA/N LOWER PORTZON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR
DZSALLOWANCE OF DEDUCTZONS AND ASSESSNENT OF TAX
ESTATE OF ZETGLER GEORGE CFZLE NO. 21 03-0~06 ACN 101 DATE 01-05-200~
TAX RETURN #AS: (X) ACCEPTED AS FTLED ( ) CHANGED
RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERS=.
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Held Stock/Partnership Znterost (Schedule C) ($)
q. Mortgages/Notes Roce/vablo (Schedule D)
$. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTZONS AND EXENPTZONS:
9. Funeral Expenses/Ads. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Lions (Schedule 1) (10)
11. Total Deductions
Net Va/us of Tax Return
13.
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J)
Nat Value of Estate Subject to Tax
8z900.00
50.00
.00 NOTE: To /nsuro proper
.00 credit to your account,
.00 submit the upper portion
of this fore with your
tax payment.
.00
.00
(8)
759.01
NOTE:
8,950.00
ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE
FOR CALCULATZON OF ADDZTZONAL ZNTEREST.
TAX CREDZTS:
PAYMENT
DATE
11-10-2005
RECETPT
NUMBER
CDO05215
ZNTEREST/PEN PAZD (-)
.00
reflect figures that include the total of ALL returns assessed to date.
AMOUNT PAZD
369.50
ASSESSNENT OF TAX:
15. Aaount of Line lq at Spousal rats (15) .00 X O0 =
16. Amount of Line Zq taxable at Lineal/Class A rata (16) 8,210.99 X Oq5 =
17. Amount of Line lq et Sibling rate (17) .00 X 12 =
18. Amount of Line lq taxable et Collateral/Class B rata (18) .00 X 15 =
19. Principal Tax Due
(19)E.
.00
369.50
.00
.00
369.50
TOTAL TAX CREDZT I 369.50
BALANCE OF TAX DUE . O0
ZNTEREST AND PEN. . O0
TOTAL DUE . O0
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUZRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT' (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.)~//
Zf an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 w111
.00
(ll) 739.0].
(12) 8,210.99
(15) . O0
(lq) 8,210.99
RESERVATION:
Estates of decedents dying on or before December 1Z, 19BI -- 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
1ifa or for years, the Coemonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYHENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section Z14O of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (72 P.S.
Section 91~0).
Detach the top portion of this Notice and submit eith your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NILLSj 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-IS15). Applications are available at the Office
of the Register of Nills, any of the Z5 Revenue District Offices, or by calling tho special Z4-hour
anseerin9 service for forms ordering: 1-800-56Z-ZO50; services for taxpayers aith special hearing and ! or
speaking needs: 1-DOO-447-SOZO (TT only).
Any party in interest not satisfied with the appraisement, alloaance, 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:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZ1, Harrisburg, PA 171ZB-lOZ1, 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 ariting to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Past Assessment Reviea Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three (2) calendar months after the dacedent's death, a five percent (SZ) discount of
the tax paid is allowed.
The 15X 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 with 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, 198Z bear interest at the rate of
six (6X) percent per annum calculated at a daily rate of .00016~. All taxes mhich became delinquent on and after
January 1, 19SZ will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOS ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
198Z ZOZ .000548 1987 9Z .000Z47 1999 7X .O0019Z
1985 16Z .000438 1988-1991 llZ .000501 ZOO0 BZ .O00Z19
1984 llZ .000501 1992 92 .000247 ZOO1 92 .000247
1985 15Z .000S56 199S-1994 72 .O0019Z 2002 62 .000164
1986 IOZ .000274 1995-1998 9Z .O00Z~7 2002 5Z .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER 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 assess.ant. If payment is made after tho interest computation data shown on the
Notice, additional interest must be calculated.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 1/10/2005
ANDES SAMUEL L
525 N 12TH ST
LEMOYNE, PA 17043
RE: Estate of ZEIGLER GEORGE C
File Number: 2003-00406
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 2/23/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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STATUS REPORT UNDER RULE 6.12
NameofDecedent: G--€orJe. C. 2E'l,Ier
Date ofDeath: z.. '> ~ b Zoo 5
Will No.: :LO(j5,- 001'00 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:
1. State "::pether administration of the estate is complete:
Yes 1)0 No 0
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. lithe answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes _ No g[
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 JKl No 0
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c. Copies of receipts, releases, joinders and approval of formal or
informal accounts maybe filed with the Clerk of the Orphans' Court
and may be attached to this~ort. Q
Date:~olo5 ~'"~ dJ),
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STATUS REPORT UNDER RULE 6.12
Name ofDecedent: G- eori ~ c. 'J... (' 0 / t,r
Date ofDeath: ~ /;J.:i'/ C13
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Will No.: r/lf.- ilk ;)OtJ3-~Otjt)~ Admin. No.: {),/~o3-O'lO(,
Pursuant to Rule 6.12 of the Supreme Court Orphans' Comi Rilles, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes @ No 0
2. lfthe answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes ){ No 0
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 0 No 0 ?
c. 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 report.
Date: #5 AlCWlrku- A! Ih~
Signature
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Capacity:
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