Loading...
HomeMy WebLinkAbout02-0886 Estate ojr(rI 'n-~ Q-\- also known as PETITION FOR PROBATE and GRANT OF LETTERS :\,7e.p\\r\ No. ~1-0..1- y~ To: Register of Wills for the Deceased. County of('j,m/,er!ti,lci in the Social Security No. 0l ()~- ""'n - ~'J (, b I...j Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or olde! ar th~ execut in the last will of the above decedent, dat.ed '?, J ;?- c, _ C ~ and codicil(s) dated ' I named ,M'~~ (state relevant circumstances, c.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ,,"eN\ J h"\ ~ last family or principal residence at C~ty, Pennsylvania, wit '" -, . Lei (list street, number and muncipality) Decendent~then /;> years pf age, ,died 9 / j'l , 1'/, :;;2. 00, Q at 8 C -< s. . l--eh-"'--;~y)(O', I?A- ,.-,c;4-':I 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: 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: $ d. rL tlY.tr::> $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters ~St-r. m<"/)+r. rt (testamentar ; admlOlstratlOn c.La.; administratIOn d.b.n.c.t.a.) theron. ~DP - " u " " :g3 " " "'~ -g.g (11"':: ~~ ".~ , 0 <;; " '" Vi .>f ~ '- ~:La../\ c-IP/yv n ~ ~~ -<<f~ J5' . ~ h~ '70 V3 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF (j,? rYJb~Cl nri 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. subscribed [ ayof Register ~/""FJ-"() (/ .-'::i/aA o{o_ Vl <iii' ;:, " ~ nl ~ , - No. 21-02-0886 Estate of ROBERT J. ZEPLIN , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW OCTOBER 1, Jql9 2002, 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 AUGUST 29, 2002 described therein be admitted to probate and filed of record as the last will of ROBERT J. ZEPLIN and Letters TESTAMENTARY are hereby granted to LOUISE HARDEN ~ HJj (():tt./1tr, f1'-' .t!.1J ~*-~47 RegIster of Wills FEES Probate, Letters, Etc. ......... $ 50.00 Short Certificates(4 ) . . . . . . . . .. $ 12.00 ~EXTRA.EGS...4.. $ 12.00 JCP $ 5.00 TOTAL _ $ 79.00 Filed .QC;;r9.~E;lJ.. .1.,. .ZOP.2. . . . . . . . . . . . . . . . . ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE &<f~~ MAILED TO .- TWIlI OCTOBER 1, 2002 . . LAST WILL AND TESTAMENT OF ROBERT J. ZEPLIN 21-02-886 I, ROBERT J. ZEPLIN, of Lemoyne, Cumberland County, Pennsylvania, being of sound mind and memory, do make publish and declare this my last will and testament, hereby revoking and declaring null and void any and all wills and codicils made by me at any time heretofore made. FIRST: I direct my Executor hereinafter named to pay my legal debts, the expenses of my last illness, my funeral expenses and the administration expenses of my estate. SECOND: I give, devise and bequeath all of my property, real, personal and mixed of whatever nature and wheresoever situate, which I may own or have the right to dispose of at the time of my death to LOUISE HARDEN, of Lemoyne, Pennsylvania. In the event that LOUISE HARDEN should predecease me or fail to survive me for a period of sixty (60) days, I give, devise and bequeath all of my property to my nephew, ,JOHN ZEPLIN of York, Pennsylvania. THIRD: I name, constitute and appoint LOUISE HARDEN, as the Executor of my estate. If she shall not survive me, shall not serve as Executor for any reason, or shall cease to serve as Executor for any reason after appointment, I appoint JOHN ZEPLIN, ...... as Executor of this Will. None of the individuals named in this paragraph shall be required to furnish a bond for the faithful performance of his or her duties as Executor. FOURTH: In addition to all of the powers conferred by law upon my Executor and not in limitation thereof, I hereby authorize my Executor to sell any stocks, bonds, or other personal property and any and all real estate which I may own at the time of my death, without the order of authority of any Court being required, at public or private sale, upon such terms as may in the discretion of my said Executor seems to be in the best interest of my estate. In pursuance of his or her power, my Executor shall execute and deliver all documents of conveyance, including deeds or bills of sale or any other instruments which may effectively transfer title. I further authorize my Executor to settle and compromise any and all claims in connection with the administration of my estate herein and to do any and all things in his or her discretion that shall be conducive to the best interest of my estate. FIFTH: Any individual who has not been included as receiving a distribution from my estate has been intentionally excluded and is not to receive any of the proceeds of my estate. I have made no provision in this Will for any of my relatives, but for my nephew, JOHN ZEPLIN, as I do not wish for them to receive any share of my estate. SIXTH: All pronouns referring to an Executor and the term "executor" shall be construed to mean any person acting as my Executor as the case may be. IN WITNESS WHEREOF, I have set my hand and seal at Cumberland County, Pennsylvania this 21 day of fLJ vo'-t' 2002. ;; ,.}-[...,) j ~ ~ Robert J. Zeplin- SIGNED, sealed, published and declared by the above named Testator, Robert J. Zeplin, as and for his Last Will and Testament, in the presence of us, who at his request, in his presence and in the presence of each other, have hereunto subs r names as witnesses. Name -' 96G /'f>.(t:;fSr ~ c~<-1-~ R: Address (~1fezy~i.ha'~7l I J 011'3 &L-U: ".!I, (~~ tt;. /7,143 Addres ' - ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND I, Robert J. Zeplin, Testator, 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; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ? () t J' / tJ- L.j j/ .J<-).. '. \ Robert J. Zeplin SWORN or affirmed to and acknowledged before me by Robert J. Zeplin, the Testator, this l q-vh day of A\J..~\J.'St , 2002. I,: '. '~"""~""""""'i t. tl . . ~ .1:;i:':;\2.~:,?;A~,;":/:;~:i:~~" ~ ;, 1 \o.O:t~",.~...,. .~,j\..!"t,,:, ,:'.'~.'.,..t" 4".<1."1 ~ . ~_. . - ._..J ----- AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND We, ~t+ y <'W.J'-.; and 1'-41'.'( V. (04 ,'c,.PO-,' , 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 the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. / 0t~;{/ft.~ , 1// . .dI- Address: c:<1.3 CiuUtL: '. ^ ~u;rU/ Iil. /7cJ"/3 '70c /q,J,; f::f SL t? L ~J.f "J~ / / SWORN or affirmed to and subscribed to before me by (l+-; 6/Wp.'L , and ~l{ fl. 6t-.-(),,-- witnesses, this ? " day of A-"1'"' t- , 2002. fl,.1~."'",~." ".,.. ~'"'JI \": '..H...~..I;~i -, ,.IJJ I1 "l'nA.....y. " "" ";...~.~',~-.......~ ;' 'n.,-.. ,i,\....'.,i..'...".'''.~ l~~.:... ;.:,;-.~' C',;,'..,L:::~~:" ~'~,~H; - lo ~"''''''4'''~' '-,..;._1'1"...'/: """~" '!.~:-'~:..~~'/;~~'.:_:::~'::.,~,'~~.;..fL};f~ ----- , '~ v CERTIFICATION OF NOTICE UNDER RULE 5.6Ia) Date of Death: Name of Decedent: ;:;? 0/;'" 0 f ,j, / ()~/j '7/ (7,::{ / ;J ,/ ,- !)J)(JR-11Z- 2 t=/J}j'l I . Will No, Admin, No, ,J;z / - ~ (J 0 fA '-"-T1":Wt To the Register: [ certify that notice of (beneficial interest) estate administration 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 Name Address l1 J' AIA' /./Jr. / y , ~J ~CjcL~l ^-C~ ,--9 ?0- ~ (V/?< ,~~. . 'A'YU~ /7ov3 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: .It 103 '/ / Signature Name Jf~ d!)<~ <~ v' Address 6!r!i (1 t(1/~ ._~_ J:;~~ A~ /7ct;'.~ 7/7 . Telephone () 77{,1- 66 q / Capacity: ;L,. Personal Representative; F')<:'...,. c _Counsel for personal representative - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1712B-0601 REV.1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HARDEN lOUISE 285 CLARK STREET lEMOYNE, PA 17043 ____nn fold ESTATE INFORMATION: SSN, 204~30~5664 FILE NUMBER: 2102-0886 DECEDENT NAME: ZEPLlN ROBERT J DATE OF PAYMENT: 06/18/2003 POSTMARK DATE: 06/17/2003 COUNTY: CUMBERLAND DATE OF DEATH: 09/17/2002 NO. CD 002695 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $5,525.23 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: lOUISE H HARDEN HAND DELIVERED CHECK# 117 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS ------ $5,525.23 DONNA M. OTTO DEPUTY REGISTER OF WillS .J,?-9/-// " t Y BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG. PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX LOUISE HARDEN 285 CLARK ST LEMOYNE "OJ DATE ESTATE OF DATE OF DEATH FILE NUMBER ":-ICOUNTY ',-,' " 'ACN 07-28-2003 ZEPLIN 09-17-2002 21 02-0886 CUMBERLAND 101 ,JUL 2d * kEV-1547 EX AFP (01.031 ROBERT J PA 17o..,!3 Al10unt Remitted r'O", .', MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=i54-j-Eif-AFi'--foFo:3rNOT-icE--OF-YNHEifii'ANCrTAX-j("PPRA-isEiiENT:--ALL-OWAifcE-CrR"----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ZEPLIN ROBERT J FILE NO. 21 02-0886 ACN 101 DATE 07-28-2003 TAX RETURN WAS: I X) ACCEPTED AS FILED ) CHANGED NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. A.ount of Line 14 at Spousal rate (15) 16. A.ount of Line 14 taxable at Lineal/Class A rate (16) 17. Al10unt of Line 14 at Sibling rate (17) 18. Al10unt of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due .00 X 00 = .00 .00 X 045 = .00 .00 X 12 = .00 36,834.91 X 15 = 5,525.23 (19)= 5,525.23 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. Stocks and Bonds (Schedule BJ 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets 11) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 47,205.65 .00 .00 IB) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 10,270.74 100.00 Ill) 112) 113) 114) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 47,205.65 10.:'170 74 36,B34.91 .00 36,834.91 TAX CREDITS: 1+, AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 1-) 06-17 2003 CD002695 .00 5,525.23 TOTAL TAX CREDIT 5,525.23 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YDU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) I w ,.., :!(~fJ) Oil"" Wll.O ,,00 0"'.... ll.CD ll. .. !EV-1500txI6-00) 17-ql-li REV-1500 OFFiCIAL USE ONLY v COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128-0601 -b-rL1<Lf..rL NUMBER INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 2-' -Jll- COUNTVtooE YEAR I- Z W C W o W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Ze 1in Ro r Jo DATE OF DEATH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER SOCIAL SECURITY NUMBER 204 30 5664 DATE OF BIRTH (MM-DD-YEAR) (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) GJ 1. Original Return D 4. Limited Estate [l] 6. Decedent Died Testate (Atlach copy 01 Will) D g. Litigation Proceeds Received o 2. Supplemental Return D 4a. Future Interest Compromise (daleo/death after 12-12-82) D 7, Decedent .Maintained a Living Trust (Attach copy of Trust) D 10. Spousal Poverty Credill:date of death between 12-31-91 and 1-1-95) o 3. Remainder Return (dale of death prior to 12.13-821 D 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11, Election to tax under Sec. 9113(A) (Attach Sch 0) ,.., Z W o Z o ll. Ul W '" '" o o NAME COMPLETE MAILING ADDRESS FIRM NAME (II Applicable) 285 Clark Street Lemoyne PA 17043 TELEPHONE NUMBER (717) 77 4-6891 Real Estate (Schedule A) 2 Stocks and Bonds (Schedule B) DC - - _ 1'" """'< -~ 5 d VJ OFFicj~ USE -bNL y :tJ ~:t (1) (2) (3) (4) (5) $47 205 65 c L c::: z z o ~ ...J :J l- e:: <C o w 0:: 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G orL) 8. Total Gross Assets (total Lines 1-7) (8) 847 205 65 ~ D:l :P '-0 .;,;. D:l (6) (7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (9) $1n ?7n 7& (10) $100.00 11. Total Deductions (total Lines 9 & 10) (11) $10 370 74 (12) 836 834 Q1 (13) (14) $36 834 91 12. Net Value of Estate (Line 8 minus Line 11) 13 Charitable and Governmental Bequests/See 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 !;( I-' :J c.. :!E o o ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) ,0_ (15) x,O_ (16) x .12 (17) x .15 (18) ~ ~~? l:i ?1. (19) 85525. 23 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate $36.834.91 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS 000 m .. CITY Lemoyne I STATE PA I ZIP 17043 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A Spousai Poverty Credit B. Prior Payments C. Discount (1) $5525.23 Total Credits (A + 8 + C ) (2) 3. InteresUPenally if applicable D.lnterest E. Penalty TotallnteresUPenalty ( 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, A. Enter the interest on the tax due. 8. Enter the total of Line 5 + 5A. This is the 8ALANCE DUE, (58) $5525 23 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS ..,.kJ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;" . b. retain the right 10 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? . Yes .................w......o o ........0 .....0 No ['9 ["I ["I ["I ..........0 ......0 GI GI Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the besl Of my knowledge and belief, i/ is true, correct arTd complefe Declaralion of preparer other than the personal representative is based on all information of which preparer has any knowledge. rJ-3 AD 285 Clark Street Lemoyne PA 17043 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS 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. 99116 (a) (1.1) (ii) The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even 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 paren or a stepparent of Ihe child is 0% [72 P.S. &9116(a)(1.2)j. The lax rale imposed on the net value of transfers to or for the use of the decedent's lineal benelciaries is 4.5%, except as noted in 72 P.S. &9116(1.2) [72 P.S. &9116(a)(I)]. 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. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as a individual who has at least one parent in common with the decedent, whether by blood or adoption. ,,,,.t~8EX"t.... COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Robert .Jonn ZPtll in Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. FilE NUMBER C' <;> r '~OJ :l -00 C> V.b ESTATE OF ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH $4000 00 $7090 61 $2922 . 78 $17 221 27 $12 270 Q9 1995 Ford Fl50 2 AllFirst Money Fund acct If 00982~0536-6 3 A11First checking account #oml02 9899.1 4 PNC Investments account #89687784 5 Waypoint Bank certificate of deposit account fl00264761 6. Public School Retirement System $3700 00 TOTAl(Alsoenteronline5,Recapitulation) $ 47 205 65 (If more space is needed, insert additional sheets of the same size) REV_1511EX.(1-97)~ ..~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 'Rn'b'1"l""t Tnl:lt? ZQpliv FILE NUMBER I R.,OO;;{ - 003''1)1<> ESTATE OF Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Parthemore Funeral Home $8452.02 2 Veterans grave marker $250 00 3 Catholic cemetaries $127 5 00 4 Country Buffet (wake) $213 92 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City Slale Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) Claimant Street Address City Slate Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills $79 80 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $10 ?7" 7/. (If more space is needed, insert additional sheets of the same size) REV-IS12EX.(1-9Ij ESTATE OF COMMON',.'Y'EALTH OF PENNSYl.VANII\ INHERITANCE TAX RETURN RESIDENT DECEDENT Robert John Zeplin Include unreimbursed medical expenses. ITEM NUMBER 1. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER ,9.,.009. -00 'l)'g'1o DESCRIPTION AMOUNT Gregory J, Katshir esquire (Last Will and Testament prep) $100 00 TOTAL (Also enter on line 10, Recapitulation) $ 100.00 (If more space is needed, insert additional sheets of the same size) REV"5'3, EX+ (9'00* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Robert John Zeplin :::l. (')0 A - O::J 'b' RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE J TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 Ie) (1.2)1 1. Louise Harden friend 100% 285 Clark Street Lemoyne PA 17043 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV.1500 COVER SHEET II NON. TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART 11- ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET $ '%' G (If more space is needed, insert additional sheets of the same size) iii allflrst P.g8 1 of 3 -I ! I I I ROBERT J ZEPLlN 285 CLARK ST LEMOYNE PA 17043-2010 1",111111111""1"1"11",1,111,,,,,,1111,,,1,,1,,1,1,1,1,,1 The Money Fund Alternative 4:'!;'U...' no 2DnZtbrus.,otembel' .19, 2002 Robart J Zaplln Acct No 00982-0536-6 " alltlrst.com 0 24...f1our Customer Service 1-800-533-4630 Activity Summary Number of checks enclosed Annual percentage yield earned Avg. daily ledger balance Avg. daily collected balance Interest earned this statement Interest paid this statement Interest paid this year Days covered by this statement Dapolltl and addition. D.te Description o Balance on 08/20 1. OO~ Deposits and additions $7,084.98 Balance on 09119 $7,084.79 $5.82 $5.82 $53.00 30 $7,084.79 5.82 $7,090.61 ..)W ~ 1dR3-./ 1./,/ ~oug h. lob b' (B,4.\)~\y~ - Amount 09/19 INTEREST PAID $5.82 $5.82 End of Day Ladger Balance Account balances are updated in the section below on days when transactions posted to this account. Date Balance 08120 09119 $7,084.79 7,090.61 000958 0011-98317535642 050 iii allflrst -, \ -I ROBERT J ZEPLIN 285 CLARK ST LEMOYNE PA 17043.2010 1",111",111",,1,,1,,11.,,1.111111.,,1111...1,,1,,1.1,1.1,,1 Page T ot 6 Relationship With Interest Roberl J ZepUn Activity Summary Accl No U0102-9899-1 AUQust 27, 2002 thru September 25, 2002 o alffirsl.com 0 24-hour CUSlomer Service 1-800-533-4630 Number of images enclosed Annual percentage yield earned Avg. daily ledger balance Avg. daily collected balance Interest earned this statement Interest paid this statement Interest paid this year Days covered by this statement Deposits and additions O.te Description 6 0.2~ $2,657.62 $2,657.60 .55 .55 $2.57 30 Balance on 08/26 Deposits and additions Checks Balance on 09/25 $2,922.78 959.55 -611.68 $3,270.65 ;'~'10.bb . I b 37-76.'6'1 ~\'l\aJ ?v- Bf-ts ? /2ODR:." @ Ct\\?vst- \D/~JO~ ) Amount $959.00 09/18 ACH CREDIT US TREASURY 303 SOC SEC 204305664A SSA 3031036030ROBERT J ZEPLIN 20022564012348 09/25 INTEREST PAID Checks .55 $959.55 .. Oenotes mllsing .equence number NumlJer O.te Amount Num~r Date Amount Number Dille Amount 723 08/28 $60.75 725 09/04 $234.62 727 09/03 $36.51 724 08/28 20.00 726 08/28 9.80 728 08f29 250.00 $611.68 00045. OO~5.983H9()157) 050 rt OCJ9. IL) ~ grJO ,~/, - .- 363 9!J If '- J OJ .'1-0 A\\~~ 10 (,? I (j Id- ~~ VJi~rls:t{, iii allflrst End of Day Ladger Balance Account balances are updated in the section below on days when transactions posted to this account. Date Balance Date BBI/tnce Date Balance 08/26 08/28 08/29 $2,922.78 2,832.23 2,582.23 09/03 09/04 $2,545.72 2,311.10 09/18 09/25 $3,270.10 3,270.65 Due to a change by the Pennsylvania legislature, which is effective June 29. 2002, the time period for an account to be inactive before it is surrendered to the Commonwealth of Pennsylvania has been changed from 7 years to 5 years. This applies only to accounts opened through a Pennsylvania branch. The initial reporting under this regulation will affect accounts that have been inactive for 5 years as of December 31, 2002.The Allfirst Bank Rules for Consumer Deposit Accounts are revised effective September 1, 2002 to reflect this new change. An insert will be included in your next statement showing this change. The annual percentage yield earned reflects the amount of interest earned on the account during the statement period and the average daily balance in the account tor that period. The interest rate paid will fluctuate according to money market conditions. About your Relationship Checking with Interest account. When you maintain an average daily ledger balance of $1,000 in your checking account; or $2,500 in your checking, money market and savings accounts; or $7,500 in all related accounts you will not be assessed the $10 monthly maintenance fee. Balancing your checkbook. Look on the back of your first statement page for a fast and easy way to balance your checkbook. What your icons mean o Customer Service G) Credit to your account o Important reminder e Charge to your account ~ Other banks' A TM transaction 00045B 0015.9B317907571 050 P.g<< 3 of 6 For questions about your sraremenl Dr- change of address information, please see page 2. V mrlO 90001lOOOl10 ~ 6lOO" f) EU61' ~ 1:001: JaqoPO 1: jO ~ aBed 'S.LN3W.LS3ANI ONd HDnOHH.L 31SIf1I'dA'd S31.LINO.LHOddO .LN3W.LS3^NI 03D'd.LN'dAO'd X'd.L .LOOS'd .LN'd.L 1nSNOO 1'dION'dNI:I HOOA O.L >l1'd.L 'OOA \10:1 >l\lOM J.3>l1l'dW 3H.L S.L31 J.'dH.1 0110:l.LHOd 1'dION'dNI:I 'd 0110S ~ . o N ~ .... .. . .~unoooe mOA JOJ UM04s aq ~ouueo lJe40 aid e 'anleA ~j!nba ~au OJ9Z e JO 'sejJo6eqeo ~asse mQA JO aUQ U! anleA aA!leBau e OJ ana == == uo~nqU:jSlQ OTIO]:jJOd == ~ .... &;; E ~ ~OO'SlN3mS3mIONd'MMM :allS qaM ~ ~ ~9'l9L'OOO'~ :""I/\JOS JawojSno .aulI96ll :JitqwnN JUno:J:>>.., ~1JOl '~E Joq<1l'O' ~1JOl'~ Joq<1lO() :PO!J8d JUaw8JIJS OOIE'19L(HL) IOOH ~d 'lllH dVi~O a~o~ 31SI1~~O .m ~ S!N3~lS3ml 0Nd ~3aANS 31NNOS gar :JuIJlnsuo::) II'I::IUI'UI.:I \uewe\e\s \unoOO\, ':)dlS PUTil :aSVN :30eo :"6u~ )ltlO'IS LlO"jSog WTiI O~!40 'u"ouewv ')jJOA MeN Jeqw8W 'OUI 'SUOk}"TM 'PJ1!!II!H 'frrr 00"0$ 00'0$ ZOO<: '1& JaqoPO iONlf1W1l ElNlS010 iONlf1W1l ElNINiIdO A-reWWnS A\OId l{SE:) OO'oS 00'0$ iWOONI1\1J.Ol 8JI'0 OJ JeaA ZOO<: ',& JaqOIOO A.rEwwns JWOJUI Sl'6I>I'L\$ srevl'Lls LZ'IlZ'lIS Ln~~'lIS in111 ^ 0l10~lllOd 1\1J.Ol s,ess'tf 8P!SPlO JUeu.t8JIJS JO!Jd ZOO<: '1& JaqOIOO mwwns JnlE A OTIO]POd OlOZ-E~OLl ~d 3NAOW31 B3US ~~V1J sez NIld3Z r !~3eO~ 1"1'1')""1"1"'1111"""111""'11"1"1"")))"'111"'1 .......IS v mR>> 9OOl)'OOZN(IO ~ $(lO ,. D "161' 8tllU"Jeng )lues ON . enl,,^eS01^"t'lJ . ZEZOv A){ 'amAS!n01 09LZE X08 'O'd .,_t-, 'i: i_:~ o ,- i ",,-.J; .'ii{: v mrm 9000 1JOOOrlO ~ 900 t 9 "t'tC 0S9'<l000 ~OO~ JaqoPO ~ jO ~ a6ed "OdIS pue ~Q$\IN ~~ ~"fuv4::tlg ll:x1iS lJotlOS P;\Ie 058:>!40 'ueouewy 'l\JoA MeN JeqweVll ':)UI 'SUOAl 'T1\\ 'pJ1l!IT!H 'IITI . => N 00'0$ Ln~'L\$ ,... ~ 8WOOUI anlleA l8l1JeW . ienuu'd "IOl P8JetU"$3 I"" "lOl :,:; "'.y' ..... ':.<' OO'OS a'~~'L\$ 3nl\1 ^ OIlO~HIOd 1\1.10l lIl1~VA QI10i:/ii9Jt. '!lVlO':i1 8WO::JUI PIOIA .... lunuu" JU8un:) ~ == P8J1E!W!l$3 == ~ iii OO'OS S 0l1IO:>111 ISSOll Eli .... IrnUU'd IUfet) POll!W!1S3 "lOl "lOl Ln~~'L\$ OUO,:t,IOd 8nllE!^ 18'1..ew jO JU80J8d \tIN O""dIJUn loqwAS ,'IOl qns ~016Zl01 .0 S\t3nW^ ~~OLO~\t #!l.LNOO AllnNN\1 \tll1X3 3010HO a~d SllOlS3^NI 3.11131'/ oSr'OSO'9~ l UO!JdIJOSOC] AlJlu,no odAl "'~\1 I"" "<","'<>1(>".0""" . ..,' Sl"$$!~I$iI.'noj 00'0$ 30l\1^ lNn000\1l\1l0l onl'A IO~"W 1S00 "IOl l'IOl 1:\tJjjtt'!~;;::'" ';"'>:{: "'~jjl\\liOO()l)o.v;nf.lO.1.1 dn{ll A O~OJPOd 113GANS 3INN08 :IU'llnsuoO IUOWISO^UI v8L18968 a8QwnN Juno:):)'d OJO~'EtOLJ Vd 3NAOW31 133!llS ~!lYlO <;B~ NIld3Z r 11138011 ~~ IE JOqOI'O - ~~ J JoqoPO :POIJOd IU.....I.IS eelU8JVI"E) ljUVS ON ' enf8All'sO"l,livVoj' ,j -IT' ,., <I '< ^, ,; .. [ *,~~,~ r\~cj 0 ---r .. . .1E2LII~IIIL . -.-.r'"BA. N K Acct# 100264761 ON Dup Receipt Tlr# 1002 DOA No Hold Deposit PM TR# 23 15:50:5 9/19/2002 Balance .00 12,'70.~9. . . Check and other rtems receIved for dipoSit'lr. su6'Ject to the ProvlSfOllS of the Uniform Commel'Clal Code. Certain depoSItS are subject to delays In availability according to Bank poliCy. _...._, TIi1S ISYOUR RECEIPT _'" FDIC I I I \ \ \ I ! ! COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLOYEES' RETIREMENT SYSTEM j~o~ Mailing Address PO Box 125 Harrisburg PA 17108-0125 Toll-Fr.. - 1-888-773-7748 (1-888-PSERS4U) Local- 717-787-8540 Web Address: www.pseTs.slate.pa.us Building Location 5 North 5th Street Harrisburg P A October 24, 2002 LOUISE HARDEN 285 CLARK ST LEMOYNE PA 17043 RE: ROBERT J. ZEPLlN S.S.# 204-30-5664 Dear Ms. Harden: I have received notification of the death of Robert J. Zeplin, a member of the Public School Employees' Retirement System (PSERS). With regard to the settlement of the account the approximate amount due you as beneficiary is $3,700.00. The approximate gross distributions of the account is as follows: 1. Gross Amount of Distributions 2. Taxable Amount 3. Capital Gains included in Taxable Amount 4. Nontaxable Contributions $3,700.00 $3,700.00 $00.00 $00.00 Enclosed for your review are the available payment plans. In order to process the death benefit, one of the payment plans must be selected. Please read the enclosed information on the payment plan options very carefully and before making a decision, I recommend that you: . Contact your tax consultant, because the death benefit is subject to federal income tax and the tax consequences will affect your income. . Complete the election forms and return them to PSERS \ \ Please Note: Interest is credited only to the member's date of death. . As soon as the completed application is received in this office, a benefit can be recalculated and payment sent. Louise Harden 285 Clark St Lemoyne Pa 17043 RE: Robert J. Zeplin . S.S.# 204-30-5664 Page 2 October 24, 2002 If I can be of further assistance, you may reach me by calling toll-free 1-888-773-7748 Extension 4755, (local calls 720-4755) between 7:30 a.m. and 3:30 p.m. each business day. If you prefer, you may also reach me by FAX at 717-787-7021. Sincerely, ~&,S~ Carol E. Sydansk Exceptions Processing Center LAST WILL AND TESTAMENT OF ROBERT J. ZEPLIN I, ROBERT J. ZEPLIN, of Lemoyne, Cumberland County, Pennsylvania, being of sound mind and memory, do make publish and declare this my last will and testament, hereby revoking and declaring null and void any and all wills and codicils made by me at any time heretofore made. FIRST: I direct my Executor hereinafter named to pay my legal debts, the expenses of my last illness, my funeral expenses and the administration expenses of my estate. SECOND: I give, devise and bequeath all of my property, real, personal and mixed of whatever nature and wheresoever situate, which I may own or have the right to dispose of at the time of my death to LOUISE HARDEN, of Lemoyne, Pennsylvania. In the event that LOUISE HARDEN should predecease me or fail to survive me for a period of sixty (60) days, I give, devise and bequeath all of my property to my nephew, ,JOHN ZEPLIN of York, Pennsylvania. THIRD: I name, constitute and appoint LOUISE HARDEN, as the Executor of my estate. If she shall not survive me, shall not serve as Executor for any reason, or shall cease to serve as Executor for any reason after appointment, I appoint JOHN ZEPLIN, I as Executor of this Will. None of the individuals named in this paragraph shall be required to furnish a bond for the faithful performance of his or her duties as Executor. FOURTH: In addition to all of the powers conferred by law upon my Executor and not in limitation thereof, I hereby authorize my Executor to sell any stocks, bonds, or other personal property and any and all real estate which I may own at the time of my death, without the order of authority of any Court being required, at public or private sale, upon such terms as may in the discretion of my said Executor seems to be in the best interest of my estate. In pursuance of his or her power, my Executor shall execute and deliver all documents of conveyance, including deeds or bills of sale or any other instruments which may effectively transfer title. I further authorize my Executor to settle and compromise any and all claims in connection with the administration of my estate herein and to do any and all things in his or her discretion that shall be conducive to the best interest of my estate. FIFTH: Any individual who has not been included as receiving a distribution from my estate has been intentionally excluded and is not to receive any of the proceeds of my estate. I have made no provision in this Will for any of my relatives, but for my nephew, JOHN ZEPLIN, as I do not wish for them to receive any share of my estate. SXXTH: All pronouns referring to an Executor and the term "executor" shall be construed to mean any person acting as my Executor as the case may be. IN WITNESS WHEREOF, I have set my hand and seal at Cumberland County, Pennsylvania this Z'i day of It,,') ")''1' 2002. I? Ji-..,). j ~ ~ Robert J. Zeplin- SIGNED, sealed, published and declared by the above named Testator, Robert J. Zeplin, as and for his Last Will and Testament, in the presence of us, who at his request, in his presence and in the presence of each other, have hereunto 'Ub'~b71: ":e' "' Name witnesses. 90G /1f>.fifSr iAC~L1-~ ~ Address (7g~1~ ~7\ J ,~jl3 {~ JI. ci1~J Itl. 17"~3 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA 55: COUNTY OF CUMBERLAND I, Robert J. Zeplin, Testator, 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; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. l?iJ-.L,j {) )..).t... " Robert J. Zeplin SWORN or affirmed to and acknowledged before me by Robert J. Zeplin, the Testator, this I qi'h day of f\ '^~ \J. 'St , 2002. ~ - -, ~.~. t~ic =--.. 1--~". '.:~"~'~~~'."~".:::: ,~'~;~ :'.~::;~;~' .". "~',"~~_"m~ 'I Y~~:':'/~f :'i'....:;.):._:, 1.~,..~,......J);,...;J_.. II r1i ,'.' . ..' '" '.j -.;.. .. "_ :. .,...~,.,/ ( t,~I'.'oJ I~:~;'i';..) ~?n'i'), O.:)j"J:.fr'/."iO,i.:! ;:).J,,;;'"tl t,,~; Com'~"~':':!~"\ b'~re$ ~'":;,~; ~l~ "j1d':n . 'I ...,..... ',' ......... ........., ...~,'..I' AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND We, ~~'1 (,Ir-r._"~, and /"41.'1 V (~f.''-'~>'' , 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 the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. 9Jlky;{/#~ ' Address: c:<J3 ~-tC xI;. ~~. ~,/7't:'~3 '7 (Jc /qjf f:fjL t? i.... "",,, '1--< / I SWORN or affirmed to and subscribed to before me by R",-,/ (h1i'-It. , and ~I( {Z. 61-.-llo"-. witnesses, this ? '1 day of ~~. t- , 2002. lic NOTA",^, Sr.:A! '7B~'~Y'( "1.",;"....,,;. .. nv~:.. r. ftl'::\J,;'i;,:J ht~!~"'!1 ~1~"" '--.;J "t -......" ,,~..J.... '. ...vmv::"!';~ ...,g''J,...t?':iii!J''Jll'''.r:; C-~:r~~ ....."...;:........,.. ..'A...... .. .1~.I,....\-..,;:Is;...l'r:.;Ir,;;..\.,.. ..".:......... ;oe,,;e~~<<.-:.;;.;:,;,L::;. ,,,..',.A;: Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/03/2004 HARDEN LOUISE 285 CLARK STREET LEMOYNE, PA 17043 RE: Estate of ZEPLIN ROBERT J File Number: 2002-00886 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: 9/17/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBTkUGH REGISTER OF WILLS cc: File Counsel Judge DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002695 HARDEN LOUISE 285 CLARK STREET LEMOYNE, PA 17043 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 $5,525.23 ESTATE INFORMATION: SSN: 204-30-5664 FILE NUMBER: 2102-0886 DECEDENT NAME: ZEPLIN ROBERT J DATE OF PAYMENT: 06/18/2003 POSTMARK DATE: 06/17/2003 COUNTY: CUMBERLAND DATE OF DEATH: 09/17/2002 TOTAL AMOUNT PAID: $5,525.23 REMARKS' LOUISE H HARDEN HAND DELIVERED CHECK//' 117 INITIALS: SK SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS TAXPAYER STATUS REPORT UNDER RULE 6.12 Name of Decedent: '-' )~/~ ¢ c~-~-, ! '/ Will No.: ,~/?/-t/1 ~'~/'fO ~' ~ 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~wh~ther 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: a. Did the personal representative file a final account with the Court? Yesf No [-] b.The separate Orphans' Court No. (if any) for the personal representative's account is: ~ c.Did the personal ~l~resentative state an account informally to the parties in interest? Yes ]~ No [~] c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the~hans~£ourt and may be attached to this report. Date: , Signature Name Ad~lres-s Telephone No. Capacity: ,~Personal Representative [-] Counsel for personal representative