HomeMy WebLinkAbout12-04-06 (3)
QEV -1500 EX + {6-00:
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
ZIEGLER
DATE OF DEATH (MM.DD-Year)
OFF1CIA~ iJSE (J~L v
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
2 -06 0 7 2 3
""CQUNTY"'CODE ~AP:- - - 'NJMBER--
SOCIAL SECURITY NUMBER
JAMES
DATE OF BIRTH (MM-DD-Year)
B.
2 0 3 - 2 4 - 7 9 1 1
THIS RETURN MUST BE FILED IN DUPliCATE WITH THE
REGISTER OF WILLS
08/10/2006 03/16/1932
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
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[Xl 1. Original Return
o 4. Limited Estate
[Xl 6. Decedent Died Testate (Attach copy 01 Will)
o 9. Litigation Proceeds Received
SOCIAL SECURITY NUMBER
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death aher 12.12.82)
o 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
o 10. Spousal Poverty Credit (date 01 death between 12.31.91 and 1.1.95)
o 3. Remainder Return (date 01 dealh prior 1012.13.82)
o 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch ('I
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
MARCUS A. McKNIGHT III 60 WEST POMFRET STREET
FIRM NAME (If Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
717 249-2353 CARLISLE P A 17013
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1. Real Estate (Schedule A)
2. StockS and Bonds (Schedule B)
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OFFICIAL USE ONLY
(1)
(2)
(3)
(4)
(5)
0.00
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
4,609.26
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(6)
3,521.60
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(7)
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91 ,311.22
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99,442.08
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Adrninlstrative Costs (Schedule H)
(9)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
90,532.20
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
19. Tax Due (19)
20. [8]
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
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
0.00 X _(15)
90,532.20 X .045 (16)
0.00 X .12 (17)
0.00 X .15 (18)
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Decedent's Complete Address:
I STREET ADDRESS
93 EGE DRIVE
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CARLISLE
I STATE
PA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C, Discourt
(1)
3.773.89
203.70
3, interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C )
(2)
Total Interest/Penalty ( 0 + 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)
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 Payable to: REGISTER OF WILLS, AGENT
I ZIP
17013
4,073.95
3,977.59
0.00
0.00
96.36
96.36
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred; ........................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0
c. retain a reversionary interest; or ...................................................................................................... 0
d. receive the promise for life of either payments, benefits or care? ............................................................. 0
2, If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?............................................................................................... 0
3 Old decedent own an "In trust for" or payable upon death bank account or security at his or her death? ................. 0
4. Old decedent own an Individual Retirement Account, annuity, or other non-probate property which
t' b f" d ' t' ? F)(l
con alns a ene IClary eSlgna Ion. ....................................................................................................... ~
No
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
DATE
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ADDRESS
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15076 STILLFI LD PCACE
CENTREVILLE VA 20120
ADDRESS
PA 17013
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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 PS S9116 (a) (1.1) (i)].
For dates of deaHl 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 PS S9116 (a) (1,1) (ii)],
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are stili applicable even if
the surviving spouse is the only beneficiary,
For dales 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, ar adoptive parent.
or a step~Jrent of the child is 0% [72 P.S. s9116(a)(1.2)].
The lax ratG' 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 PS. s9116(1.2) [72 P.S. s9116(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. s9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1508 EX + (6-98)
.
cor,1MONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
ZIEGLER
FILE NUMBER
JAMES B. 21 06
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
0723
ITEM
NUMBER
1.
DESCRIPTION
Bank of Hanover - Certificate of Deposit #173586
(Funeral Reserve Account)
VALUE AT DATE
OF DEATH
1,673.95
2.
Saint Tropez Unit #402, Week 39 Time Share
Ocean City, Maryland
1,500.00
3.
USAA Subscriber Savings Account #0003831 16
1,435.31
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
4609.26
REV-1509 EX + (6-98)
'*
SCHEDULE F
JOINTLY-OWNED PROPERTY
COf,1MONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ZIEGLER
FILE NUMBER
JAMES
B.
21
06
0723
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
ADDRESS
RELATIONSHIP TO DECEDENT
A. Kent W. Ziegler
93 Greenwood Avenue
Madison, NJ 07940
Son
B Scott E. Ziegler
15076 Stillfield Place
Centreville, VA 20120
Son
c
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A.&B 1999 Members 1 st Federal Credit Union 25.08 33.3 8.35
Savings Account #170694-00
2. A&B 1999 Members 1st Federal Credit Union 1,754.62 33.3 584.29
Checking Account #170694-11
3. A&B 1999 Members 1 st Federal Credit Union 8,795.68 33.3 2,928.96
Money Management Account #170694-05
TOTAL (Also enter on line 6, Recapitulation) $ 3521.60
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
ZIEGLER
JAMES
B.
FILE NUMBER
21 06
0723
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST VALUE
(IF APPLICABLE)
1, Senior Financial 31,872.23 100. 31,872.23
IRA Account #4NQ-064095
2. Bankers Life & Casualty Company 6,969.01 100. 6,969.01
Annuity #7,829.323
3. Fidelity Investments 52,469.98 100. 52,469.98
Ahold USA 401 (k) Savings Plan for Hourly Associates
TOTAL (Also enter on line 7 Recapitulation) $ 91 311.22
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ZIEGLER
FILE NUMBER
JAMES
B.
21
06
0723
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Wetzel Funeral Home 1,668.61
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 State Zip
Year(s) Commission Paid:
2. Attorney Fees Irwin & McKnight 1 ,275.00
3. 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
4. Probate Fees Register of Wills 294.00
5. Accountant's Fees
6. Tax Return Preparer's Fees Patricia A. Rosendale, CPA 350.00
7. Register of Wills - Filing Fee 30.00
8. Register of Wills - Short Certificate 4.00
9. Cumberland Law Journal - Estate Notice 75.00
10. The Sentinel - Estate Notice 144.29
11. Notary Fees 40.00
TOTAL (Also enter on line 9, Recapitulation) $ 3880.90
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (6-98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ZIEGLER
FILE NUMBER
JAMES
B.
21
06
0723
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Members 1 st Federal Credit Union
Visa #4287590011706948
97.25
2.
GMAC - Account #020-9064-74024 (Vehicle)
Final Balance
4,365.05
3.
Pershing - National Planning Corp
Annual Retirement Custodial Fee
35.00
4.
USAA Federal Savings Bank - Credit Card #5491237014203452
55.04
5.
GMAC - Account #020-9064-74024 Monthly Payment
322.24
6.
Verizon Wireless - Telephone
84.90
7.
Saint Tropez Homeowners Association - Montly Dues
69.50
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
5 028.98
""'''''''''*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
7JF~1 1=1= JAMES B. ?1 06 0723
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Kent W. Ziegler Lineal
93 Greenwood Avenue 1/2 Remainder
Madison, NJ 07940
2. Scott E. Ziegler Lineal
15076 Stillfield Place 1/2 Remainder
Centreville, V A 20120
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES Hi THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - 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)
WI L L
I, JAMES B. ZIEGLER, of 93 Ege Drive, Carlisle, Cumberland County, Pennsylvania, declare
this to be my Will and revoke all prior Wills and Codicils.
FIRST:
Tangible Personal Prooertv.
I give all tangible personal property owned by me at my death and all insurance policies on
such property as follows:
(a) To those individuals who survive me by thirty days who are designated on a list
or memorandum signed by me which refers to this Will or is found with a copy thereof, the
items listed beside "their names; provided that no such list or memorandum shall be valid unless
it is received by my Executor within sixty days 9f my Executor's qualification.
(b) The balance (including any item under subparagraph (a) the bequest of which
has lapsed) in as nearly equal shares as is practicable to such of my children as survive me by
thirty (30) days, per stirpes.
(c) With respect to any item passing under subparagraph (a) or (b) to a minor, my
Executor (i) may hold and deliver it to the minor at majority or earlier, or deliver it to any
person to hold for the minor; or (ii) may sell it, hold and invest the proceeds and, at any time,
pay the proceeds to the minor, to the Custodian appointed in this Will or to the guardian of the
person or estate of the minor to hold for the minor, or apply the proceeds for the minor's
benefit for any reason without considering other funds available to the minor. The receipt of
any person who receives an item or payment hereunder shall be a complete discharge to my
Executor.
(d) My Executor shall pay, as an expense of settling my estate, all costs of
delivering such tangible personal property, including the costs of packaging, delivery and
insurance.
SECOND:
Residue.
I give the residue of my estate in equal shares to such of my children, SCOTT E. ZIEGLER and
KENT W. ZIEGLER, who survive me by ninety (90) days; provided that if any such child fails
to so survive me, but is represented by descendants who so survive me, such descendants
shall receive, per stirpes, the share such deceased child would have received had he or she so
survived me.
PAGE ONE OF SIX PAGES
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THIRD:
Soendthrift Provision.
Until distributed. no gift or beneficial interest shall be subject to anticipation or to voluntary
or involuntary alienation.
FOURTH:
Oeath Taxes.
(a) All death taxes (and interest and penalties thereon) imposed upon any property
passing under my Will and upon proceeds of insurance on my life, but not otherwise, shall be
paid out of my residuary estate.
(b) J authorize my Executor, in my Executor's sole discretion, to make an election,
in whole or in part, to cause a Pennsylvania Inheritance Tax to be payable by my estate on
property passing to or for the benefit of my spouse or to defer the Pennsylvania Inheritance
Tax on such property. My Executor shall be without liability to anyone for making or failing to
make such election.
FIFTH:
Administrative Powers.
My Executor shall have the following powers in addition to those conferred by law until all
property is distributed:
(a) To retain any real or personal property in the form received and to sell it at public
or private sale.
(b) To manage real estate.
(c) To purchase all forms of property without being confined to so-called legal
investments and without regard for the principle of diversification.
(d) To exercise any option or rights arising from ownership of investments.
(e) To compromise claims without order of court or consent of any legatee.
(f) To distribute in cash or in kind.
(g) To employ accountants, agents, investment counsel, brokers, bank or trust
company to perform services for and at the expense of my estate and to carry or register
PAGE TWO OF SIX PAGES
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investments in the name of the nominee of such agent, broker, bank or trust company. The
expenses and charges for such services shall be charged against principal or income or partly
against each as my Executor may determine. My Executor is expressly relieved of any liability
or responsibility whatsoever for any act or failure to act by, or for following the advice of, such
accountants, agents, investment counsel, brokers, bank or trust company, so long as my
Executor exercises due care in their selection. The fact that an Executor may be a member,
shareholder or employee of any accounting, investment or brokerage firm, agent, or bank or
trust company so employed shall not be deemed a conflict of interest. Any compensation paid
pursuant to this subparagraph shall not affect in any manner the amount of or the right of my
Executor to receive commissions as a fiduciary.
(h) With respect to the interest vesting in a beneficiary who, in the opinion of my
Executor, is incapacitated by reason of age (other than minority) or illness (mental or physical)
when such interest vests in him or her: to hold the interest during his or her incapacity and
to invest the interest and all accumulations thereon; to apply so much of the income and
principal as my Executor deems advisable for such beneficiary's benefit for any reason without
considering other funds available to him or her; and to deliver the balance of principal and
income to the beneficiary at such time as he or she gains capacity. In addition, at any time
to pay the entire interest to the guardian of the estate of the incapacitated benefiCiary to hold
for his or her benefit. The receipt of a guardjan or such other person as may be selected by
my Executor to receive a distribution under this subparagraph shall be a full and complete
discharge to my Executor.
SIXTH:
Definitions.
(a) The words "Executor," "Guardian" and "Custodian" when used herein shall
include all genders and the singular and plural as the context may require.
(b) When distributing residue to the descendants "per stirpes" of any individual
under this Will, such residue shall be divided into as many equal shares as there are children
of such individual then living and such children then deceased represented by descendants
then living, and each then living child shall receive one share, and the share of each deceased
child shall be divided among his or her descendants in the same manner, repeating this pattern
with respect to succeeding generations until all shares are determined.
(c) Paragraph headings in this Will are for reference only and shall not affect the
meaning, construction or effect of this Will.
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PAGE THREE OF SIX PAGES
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SEVENTH:
Custodian.
la) I appoint the surviving parent of any beneficiary who has not attained age
twenty-one (21) as CUstodian for Ii! any said beneficiary who has not attained age twentY-one
(21) at the time an interest is distributed outright to him or her under this Will, and Iii) except
to the extent a valid appointment of a CUstodian has otherwise been made, any said
beneficiary who has not attained age twenty-one 121 I at the time an interest is distributable
Outright to him or her as the result of my death from any other Source. Such appointment shall
be deemed to be made under the Uniform Gifts to Minors Act or Uniform Transfers to Minors
Act then in effect in:
1. The juriSdiction in which I am domiciled at death, or
2. The juriSdiction in which the beneficiary is domiciled, or
3. The jurisdiction of an existing Uniform Act CustodianShip for the minor.
The selection among the foregoing shall be made by my Executor or Trustee, in my Executor's
or Trustee's absolute discretion. .
Ibl If the applicable Uniform Act in .the governing jurisdiction permits the
postponement of distribution to an age beyond age twenty-one 121) if so directed in the
governing instrument, I hereby direct that distribution shall be postponed until the maximum
age permissible under the Uniform Act. .
Ie) /f / am CUstodian under the Uniform Transfers lor Gifts) to Minors Act for any
Custodianship property, and no successor has been otherwise appointed, / hereby appoint my
Executor lor if my Executor declines to serve, Such individual or corporation as may be
designated in writing by my Executor! to serve as Custodian under the Uniform Transfers lor
Gifts) to Minors Act for any CustOdianship property of which I am the Custodian. Upon
written acceptance of the successor Custodianship, my Executor lor Such designee) shall be
authorized to take custody of any such property.
eIGHTH:
Power of Aooointment.
I decline to exercise any power of appointment given to me under any Will, Codicil or Deed 01
Trust.
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PAGE FOUR OF SIX PAGES
NINTH:
Executor.
I appoint my sons, SCOTT E. ZIEGLER and KENT W. ZIEGLER, or the survivor, Executors. My
Executors shall not be required to post security in any jurisdiction.
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IN WITNESS WHEREOF, I have hereunto set my hand this ~ /. ........day of
1999.
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SIGNED. . '~.~.f.t'l_L-~ :';.-j. -:"j ).~~/?~AJ
JAMES B. ZIEGLER
I
The preceding instrument, consIsting of this and five (5) other typewritten pages each
identified by the sig'nature of the Testator was on the day and date thereof signed, published
and declared by the Testator therein named as and for his last will, in the pr~sence of us, who
at his request, in his presence and in the presence of each other have subscribed our names.
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COMMONWEALTH OF PENNSYLVANIA:
: ss
COUNTY OF CUMBERLAND
We, c..~'^l}ivr~\wo c. ft,~~~ and ~Ok e. ~V".zc{j
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 willingly and 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 18 or more years of age, of sound mind and under no constraint or
undue influence.
PAGE FIVE OF SIX PAGES
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Sworn and subscribed to
fJ,
before me this cR& day
of 1X-L~
, 1999.
NOTARIAL IUl.
KAREN ".8Y!RS, NOTARY PU8UC
CARUSU! BORO. CUMlll!RUND CO.. PA
MY COMMISSION !XPIRI' lIIAA~ 11...
~~-;(~l~r_
Notary Public ./
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
: ss
I, JAMES 8. ZIEGLER, whose name is signed to the attached 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.
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JAMES B. ZIEGLER
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Sworn and affirmed to and acknowledged before me this #. day of ;!lUJz,e,/.. ,1999.
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Notary Public /
NOTAFIIAL IUL
ICAMN P.II'I!RI, NOTARY PU8UC
CNlIIU BORO. CUM8!RLAND CO.. PA
MY CC'IIIIIIION !)(PIRES MARCH 11. 2003
PAGE SIX OF SIX PAGES
EAST COAST MANAGEMENT, LLC
8700 Coastal Highway
Ocean City, Maryland 21842
J -800-545-3825
410-524- J 440
Fax 410-524-2456
ecmllc@ecmllc.com
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October 6, 2006
Karen S. Noel
Irwin & McKnight
60 West Pomfret Street
Carlisle, P A 17013-3222
Re: Estate of James B. Ziegler
Date of Death August 10, 2006
Dear Ms. Noel,
The value of Saint Tropez Unit 402, Week 39 was approximately $1.500 on August 10.
2006.
This figure is based solely on what we understand similar units have recently sold for.
It is not based on an appraisal.
Ifwe can be of any other assistance, please do not hesitate to call us at 1-800-545-3825.
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OCT.3:r2~)6 ~~:34
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USM 10
STATEMENT
NE-1
I
283
USA.A
NUMBER
00038 31 18
no
~
9800 Frederil:ksburg Road
San AntOil!io. Texas 78288
Visit us at usaa.com
~-
283 110
TO UPDATE POLICIES GO TO
USAA.COM OR CALL
1-800-531-8111
FOR BILLING AND PAYMENT
INQUIRIES GO TO USAA.COM OR CALL
1-800-531.6095
TO REPORT A CLAIM, CALL
1-800-531-8222
=-~----
EST OF .JAMES B ZIEGLER
C/O KENT W Z IXGLER
MAJ USAFRET
93 GREENWOOD AVE
MADISON NJ 07g40-1729
-
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'-=
-
-
-
iiiiGC;
--=-
:::!!!!!!!!
MONTHLY ACTIVITY
BALANCE ON LAST STATEIENT
NO PAYMENTS RECElveD BY CLOSING DATE
SUBSCRIBER SAVINGS ACCOUNT
--- -IlE-F-UND--eHE-SK- .I-5StJEe--- - - ..
USAA AUTO POLICY 7102 1 INACTIVE: AUTO
POLICY CANCEL~ATIDN CREDIT
USAA RENTERS POLI,CT REN 001 INACTIVE
POLICY CANCELLATION CREDIT
REINSTATE POLICY
POLICY CANCELLATION CREDIT
POLICY CANCELLATIDN CREDIT
$ 480.97
10-11-2006 1,43S.31CR
1 o..,,24.,.2OCS---.-':" .:L,-SO.7--3E1
08-19-2006
324.27CR
OB-19-2006
Q9-12-2006
09-12-2008
10-19-2006
32.69CR
19.77
19.77CR
1ge.OSCR
ACCOUNT BALANCE AS OF 10-24-2006
$
.00
POLICIES BEING BIL~
PAYMENT P~AN OPTIONS
BALANCE REGULAR PLAN EXTENDED PLAN
EFFECTIVE DATE
07-23-2006 USAA AUTO POLICY 7102 1 INACTIVE: AUTO
$
.00
$
.00
s
.00
10-19-2006 USAA RENTERS POLICY REN 001 INACTIVE
$
.00
$
.00
i
.00
TOTALS
$
.00
$
.CD
$
.00
YOUR REFUND CHECK IS ATTACHED.
GO PAPERLESS! NOW YOU CAN VIEW CURRENT AND PAST BILLS ONLINE AND RECEIVE NOTIrICATION VIA EMAIL. YOU CAN
ALSO SET UP AUTOMATIC PAYMENTS OR MAKE A ONE-TIME PAYMENT USING BANK DRArT OR CREDIT CARD. TO ENROLL,
VISIT US AT USAA.CQM.
DM4482 REFUND CHECK If 13125431
1811S900704
-"._.._III.I._'.M..'._,~."'''''''~IIl..Au.Cl~~l(tiIL&~-!,V'~_'''.~II.tt_ --
~. .;;;-" .~. -; ;<,;./ "";=~~, ,,"';;;~I~:h,i;":';, 13125 , 31
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'~ I ,"::,: ~ +' ~.. ~;;tt.1 1.Ji;. .w~~\'}j ,1:"
.. " ~ I' '~,o9:tl7edalilt 1.0-24-2006 00038 31 16
", .;:~ SIln ''I~11' "
USAAIIi '.~3;";"'.,':1>,;'~}~" ';':'
PAY
"-ONE THOUSANDPlVE. HUNDRED, SEvgN
TO Tm~u~ 7MreS B ZIPNL8R \'
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\1.;.:2;':;.::.'.....'I::'.'~I'~'I:'.':.'
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FROST NA-rI4;lN'^L 13ANK SAN ANTONIO, TEXAS
. .~ . - \
._...._ ..". _.,~..~\...,.."'__'_.................._..._...._ .._"'""'---_____.................,_...._,. ~.,......,,~,. .'v
11100 . ~ I. 2 5 l. 31 1.11' I: I. U.O 0 0 0 '1 ~ I:
o I. 0 2 B 5 ~ B 5 III
REGULAR SAVINGS ACCOUNT:
Account Number/ Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
YTD Accrued Interest to Date of Death
Name of Joint Owner
CHECKING ACCOUNT:
Account Number/ Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
YTD Accrued Interest to Date of Death
Name of Joint Owner
MONEY MANAGEMEMENT ACCOUNT:
Account Number/Suffix
Date Account Established
Prin~ipal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
YTD Accrued interest to Date of Death
Name of Joint Owner
VISA CREDIT CARD ACCOUNT:
Account Number
Date Account Established
Balance at Date of Death
Name of Joint Cardholder
Estate of: JAMES B. ZIEGLER
Date of Death: August 10, 2006
Social Security Number: 203-24-7911
~lst
MEMBERS 1st
FEDERAL CREDIT UNION
'[g~laWl~
SEP 1 6 2006
lR. ;~V 1 "I ~, ~
1l ~ (:.it p;:fcK.NIGH~
170694 -00
09/12/1997
$25.08
$.00
$25.08
$.00
Kent W. Ziegler - added 02/15/1999
. Scott E. Ziegler - added 03/19/1999
170694 -11
09/12/1997
$1,754.62
. $.00
$1,754.62
$1.80
Kent W. Ziegler - added 02/15/1999
Scott E. Ziegler - added 03/19/1999
170694 -05
11/22/1999
$8,791.50
$4.18
$8,795.68
$111 .46
Kent W. Ziegler - added 11/22/1999
Scott E. Ziegler - added 11/22/1999
4287590011706948
06/09/1999./
$97.25 .",/
None
;(J' BERS.1S:,FEDERAL CREDIT UNION
/ - /).)t
" ff~k (1 fix. .
enise A. Wolfe
Insurance Services upervisor
September 15, 2006
5000 Louise Drive . Po. Box 40 . Mechanicsburg, Pennsylvania l7USS . (717) 697-1161 . "vvn\'. members 1 st.org
~~~!uw[t~
AUG 30 Z006
4200 CRUMS MILL ROAD. 2ND FLOOR
HARRISBURG. PA 171 12
(717) 541 -1500
(800) 364-0360
(717) 541-1567 FAX
lR\VIN & McKNIGHT
WWW.SENIORFINANCIALNPC.COM
August 29, 2006
Law Otllces
Irwin & McKnight
60 West Pomfret Street
Carlisle, PA 17013
Attn: Marcus A. McKnight, III
Dear Sir:
Thank you for your representation of the family for the late James B. Ziegler.
We are responding to your letter of August 16, 2006, a copy of which is attached,
requesting account information from our firm for client, James B. Ziegler. For tax
purposes, we have provided the information to the six items stated in your letter as
follows:
1) The exact title of the account is IRA tbo James B. Ziegler.
2) This IRA account was established December 19, 2001.
3) There was no change of ownership or registration of the account within
one year prior to the date of death of Mr. Ziegler.
4) There were no accounts closed within one year prior to the date of death of
Mr. Ziegler.
5) No interest has accrued to date of death for the calendar year.
6) The date of death balance for IRA tbo James B. Ziegler account with our
firm is $31,872.23.
If additional information is needed, please don't hesitate to contact us at 717-541-1500.
Respectfull y,
~:;rQ~
.&/ ?/'.d: ~ "
Patrick L. Williams,
Enclosures
REGISTERED REPRESENTATIVES OFFER SECURITIES AND ADVISORY SERVICES THROUGH NATIONAL PLANNING CORPORATION (NPC).
MEMBER NASD/SIPC, AND A REGISTEREED INVESTMENT ADVISER. SENIOR FINANCIAL AND NPC ARE SEPARATE AND UNRELATED COMPANIES.
11/01/06 WED 13;32 F_~~ 8172775
CO~SECO
!4J 001
~
BANKERS
LIFE AND CA5U..:\.l.TY COMPANY
We specialize in seniors
F A X
TRANSMITTAL
To;
Irwin & McKnight
Date:
'11/1/2006
ATTN: Karen
FaX# 717-249-6354
Phn#
Pages; 1 (Including Cover Sheet)
From:
Greg Sittner Jr.
Phone#: 800...1521-3724 ext.6790
Life/Annuity Claims
FaX# 312-396-6629
Subject:
Policy # 7.829,323
The cash value of this policy as of August
10,2006 was $6,969.01.
222 Merchandise Mart Plaza . Chicago, IL 130654-2001
11/06/2006 10:30 FAX 6177708190
S&S HOt\."" RESOLRCES
l4J002
Page 1 of 5
f!tlfh1!I(~
Print This Page
Ahold USA" Inc. 401 (k) Savings
Plan for Hourly Associates
Retirement Savings Statement
JAMES ZIEGLER
93 EGE DRIVE
CARLISLE, PA 17013-7621
V Customer Service: (800) 249-4015
Fidelity Investments Institutional
Services Co.
82 Devonshire Street
Boston, MA 02109
--
Your Account Summary
Statement Period: 08/01/2006 to OB/10/2006
Beginning BiJlance
Fees
$5 :2,,4 78.44
-$8.46
Ending Balance
$5:ZA69.98
Additional Information
Vested Balance
$S.2,469.98
Your Pers;onal Rate of Return
This Period
0.0%
Your Personal Rate of Return is calculated with a time-weighted formula, widely used by financial
analysts to calculate investment earnings. It reflects the results of your investment selections as
well as any activity in the plan account(s) shown. There are other Personal Rate of Return
formulas w;ed that may yield different results. Remember that past performance is no guarantee
of future results.
-..
Your Asset Allocation
Statement Period: 08/01/2006 to 08/10/2006
II Bond Investm ems ($52,469,98), 100.00%
;-: ~.;l
PO BOX 3100
MIDLAND, TX 79702-3100
GMAC
FOR ASSISTANCE CAll (800) 200-4622
TO DITTY (HEARING IMPAIRED) . (800) 833-4622
Est James B Ziegler
93 Ege Dr
Carlisle PA 17015
~~~ii.~W~~
OCT 27 2006
111111111.111'1111.1111.1.11111.1111111.1111111 +~ttV1~ (& ~A{:;K:NIGHT
October 17, 2006
Account Number: 020-9064-74024
Dear Est James B Ziegler,
We recently sold the leased vehicle and we are providing you with your final account settlement.
Account Settlement
Now that the vehicle has been sold, to settle your account and satisfy your obligations, a balance of $4,365.05 is due
from you. This includes the following: (v
,(, '0
Remaining Base Monthly Payments (16 @ $344.04)
Less - Unearned Rent Charge ,\ ,
') ~.
Net Remaining Base Monthly Payments \
~'t~t '
$
- $
$
5,504.64
764.59
4,740.05
Net Remaining 8ase Monthly Payments
Excess Mileage/Excess Wear Charges
Sales/Use Tax on Excess Mileage/Excess Wear Charges
Less - Security Deposit
Less - Other Funds Received*
Balance Due
$
$
$
- $
- $
$
4,740.05
304.00
18.24
0.00
697.24
4,365.05
Please send payment of the balance due and the attached payment coupon in the envelope we have enclosed for
your convenience.
* Other funds received can include additional security deposit you paid during the lease, payments already made for
excess mileage or excess wear charges, or refunds we received from cancelled optional insurance, service, or
maintenance agreements.
Thank You
Thanks again for using GMAC SmartLease. Your business is very important to us and we hope that we exceeded
your expectations. We invite you to visit www.qmacfs.com to learn more about GMAC's full line of consumer
products and services.
If you have any questions, comments, or require additional information about your account settlement, please
contact a representative at the telephone number provided above.
~
~
~
Sincerely,
-
~
-
-
SMARTLEASE Department
-
~
~
~
-
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959068-00242