The URL can be used to link to this page

Home My WebLink About06-07-13 - . 1 150561�140 � REV-1500 Ex '°,_,°, OFFICIAL USE ONLY PA Departmentof Revenue Bureau of Individual Taxes County Cotle Year File Number Po aox 2aosot INHERITANCE TAX RETURN 2 1 1 3 0 2 � 1 Harrisbum PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYVV Date of Birth MMDDYVrv 0 1 0 8 2 0 1 3 0 1 0 2 1 9 3 3 Decedenfs Last Name Suffix DecedenPs First Namr MI Z E I G L E R B E T T Y A (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1. Original Return � 2. Supplemental Retum � 3. Remainder Retum(tlate of death priorto 12-13-82) � 4. Limited Estate � 4a. Future Interest Compromise(date of � 5. Federal Estate Tax Return Required death after 12-12-82) Q 6. Decedent Died Testate � �. Decedent Maintained a Living Trust _ 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) � 9. Litigation Proceeds Received � 10. Spousal Poverty Credit(date of death � 11. Election to tax under Sec. 9113(A) between 12-31-91 and i-1-95) (Attach Sch. O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOUID BE DIRECTED T0: Name Daylime Telephone Number R 0 G E R B . I R W I N , E S Q U I R E 7 1 7 2 4 9 2 3 5 3 _� _„ _ _, _� ___�_ � ____ dtEGISTER OF'4YILL5 Q$��LV °' � c__ ''" �`y � First line of address ! t�'i -:- <:= � '�� r-i � '� � =: r- :��,t I R W I N 8 M c K N I G H T , r y � � " `r P . � . r, G, ; � ' .. - . .,: d '_ Second line of address ca �-, ,. �T .- t _� � 6 � W E S T P 0 M F R E T S T R E E T ? � ` , :•i � City or Post Office State ZIP Code I � -� DA7E FILEDt— �__._. _� ` . _ .. _� G� � C A R L I S L E P A 1 7 0 1 3 �Y � CorrespondenYs e-mailadtlress: Under penalties of perjury,I declare that I have examined this relurn,inclutling accompanying schetlules antl statements,antl to the best of my knowledge antl belief. it is true,correct antl complete.Declaretion of preparer other than the personal representative is basetl on all information of which preparer has any knowletlge. SIGNAF E OF PF�i50� ESPON FOR FIIJNG RETURN DATE a {f �� /l.� ADDRE 5 � 1 6 STWOOD' D V i CARLISLE PA 17015 SIGNAT EQF PREPARE THAN REPRESENTATIVE .D E 11f� 7 ADD S - 6 W ST POMFRET STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505610140 1505610140 � \ r Oh2029505T Oh20295052 � Z aP!S � 1N3WAVd213A0 Ntl j0 dNfld32!V`JNIlS3f103i!3ilV f10A�1 lVAO 3Hl NI lll� �OZ h 6 ' 0 9 0 h 2 6L 3�axvl s� 0 0 ' � 8� Q 0 ' � 9� X a�ei�eia�e��oo�e a�qexei p� aui�;o�unowy g� � 0 ' 0 h 2 << � 0 ' 0 0 0 2 zb x alei 6ui�qis�e a�qexel 6l aui�;o�unowy �� h 6 ' 0 2 B E 2 91 0 6 ' '[ E '[ G � E svo x a�e��eaup�e a�qexel6l aui�;o�unowy �g� 0 0 ' � S� p 0 ' 0 0 X(a��)(e) 9L l6 ��a$iapun Sia�sueil io �ale�ze��esnods ay�le al4exe�bl aw�;o�unowy 9� S31VL 319tl�llddtl UOj SN011�fllJ1SNI 33S-N011tllfl�ltl�XVl � 6 • 2 E 2 6 0 E -4l . . . . . . . . . . . . . . . . . . . . . (£l aw�snuiw z� aui�)xel ol l�afqng anleA laN -4l 0 � • � 0 0 S £l � � � � � (f a�npayag)apew uaaq iou sey xe�o�uoilaa�a ue 4oiyM�o�s�snil E l L6�ag�s�sanbag�e�uawwano�pue aiqel!�e4� �£L � � . ,� � r� fi ,� E Z� � � � (�� aw�snww g aw�)alels3;o an�e�lary Z� 9 E ' 2 9 h '[ L �� 10 L pue g saw� �e�o�)suop�npad �e�ol L l 6 Z , � � S 2 p� (I alnpayag)suai� pue �saggiqei�a6e6yoW ��uapaoaa�o siqap �p� t S , 2 6 Q 6 9 �g � iH a�npayog)s�so�anpei�siuiwpy pue sasuadx3�eiaun j 6 9 2 ' h 6 S S 8 E 8 (� q6nmu� t saw�ietiol)s�assy ssa��esol g h L � 2 9 'C h [ pa�sanbaa 6u9�ig a�eiedag I—I (�a�npayog) �CUadad a�eqoid-`ua'ry snoaue��aosy�g sia;sue�l soni�-iayu� -� � � • � 0 � E S 2 g � pa�sanba,y 6w�pg a�e�edag � (�a�npayog),(Uadmd paump 6pwo� g L 6 ' h '[ 6 `[ Q `[ S l3 a�npayog)6Uadad leuos�ad snoauell�siy�pue s)isodap�ueg qse� g • 4 . . . . (O aI�Pa4�S)al9eniaoaa saloN pue sa6e6UOW b . �£ � - (�a�npay�g)diysio�audo�d-a�og io diysiauUed 'uope�odwp p�aH�(�asol� E S S ' 9 'C 5 9 h Z (8 a�npaU�S)spuog pue s�oo�g Z � l . . . . . (V aI�Pa4oS)alBls3 IeaLl l NOIlVlf111dV�32! 21319I3Z ' V ,I,L,L39 'aweNS,��aPa�aa iaqwnry R�unaag�eiaog s,�uapaaap X3 009 Pn321 Oh20'C9505`C � _ _ _ '' C�omtinuation of REN-'�500 inheritance Tax Return Resid�ent Decealent BETTYA.2EIGLER 21 13 0201 DecedeM's Name Page 4 File Number Correspondents Name Daytime Telephone Number R O G E R B I R W I N , E S Q U I R E 7 1 7 2 4 9 2 3 5 3 First line of address I R W I N & Mc K N I G H T , P . � . Second line of addiess 6 0 W E S T P O M F R E T S T R E E T City or Post Olfice State ZIP Code C A R L I S L E P A 1 7 0 1 3 CorrespondenPs e-mail address: Under penalties of pery'ury,I dedare tliat I have exemMed thia relum,induding acwmpenyinp schedules and statemer�s,and lo ihe best of my knowledge and belief, it is true,cortect arM amplete, eratlan of preparer othertl�an ihe personal rep2aemative is hesed on aN information of whkh pBparer has any Imowladge. SIGNATURE RESPONSIBLE FOR FILING ETURN TE �!�%t. — ADDRESS /� 1516 W. TRINDLE ROAD CARLISLE PA 17015 � REV-1500 EX P�e 3 � � � Flle Number � � Dec�dent's Complete Address: 2� 13 0201 DECEDENPSNAME BETTY A. ZEIGLER STREETAD�RESS — -- 4 EASTWOOD DRIVE �� STATE ZIP CARLISLE PA 17015 Tax Payments and Credits: � Tax Due(Page 2,Line 19) (t) 14.060.94 2. CreditslPayments A.Prior Payments 11.000.00 B.Discount 655.54 Total Credits(A+B 1 (2) 11,655.54 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. F�71 in oval on Page 2,Line 20 to mqwat a re(und. (4) 0.00 F. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 2,405.40 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACIN�AN "X" IN THE APPROPRIATE BLOCKS 1. Did deced�t make a transfer and: Yes No a. retain the use or income of the property transferted: ...................................................................... ❑ � b. retain the right 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 rare? ....................................................... ❑ � 2. If death occurted afler Decemher 12,1982,did decedent trans(er property within one year ot death without receiving adequate consideratian? ....................................................................................... ❑ Q 3. Did decedent own an'in trust for'or payable-upon-death bank accnunt w securiry at his or her deffih? ......... ❑ Q 4. Did decedent own an individual retirement account,annuily a other non-probate property,which contains a beneficiary designation?............................................................. Q ❑ .................... ........... IF THE ANSWER TO ANY Of THE ABOVE QUESTIONS IS YES,YOU MUST COMPIETE SCHEDULE G AND FILE IT AS PART Of THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995,the tax rate imposed on ihe net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)I. For data5 of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of tl�e surviving spouse is 0 percent [/2 P.S.§9116(aJ(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclasure of assets and filing a tax retum are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on fhe net value of hansfers from a deceased child 21 years of age or younger at death to or for the use of a nalural parent,an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(12)]. • The tax rate imposed on the net value of transfers to or for the use of the decedenPs lineal benefiaaries is 4.5 percent,except as noted in 72 P.S.§9116(1.2)[72 P.S.§9116(a)(i)1. • The tax rate imposed on Ne net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(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 adoptio�. REW�5l1?EX+'41-'9` . _ . . . . .. _ . . _ _ . ' pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: BEl?Y A. ZEIGLER 21 13 0201 All real property owned aokly or a a bnaM in common must be nported at hir muket value.Fair mark�value is defined as ihe price at which property would be exchanged betw�n a willing buyer and a wilNng seller,neilher beirg compelled to buy or sell,bofh having 2asonable knowledge of the relevam facts. Real P►aPeKY the�k loi�tlyownad wNh rlpM of survtvonhip muk be diaclosed on Sehedule F. Attach a copy of the settlement sheet'rf the property has been sold. ITEM Indude a capy of the deed showing decedenPs inlerest ii owned as tenant in common. VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1301 W. TRINDLE ROAD, CARLISLE, PENNSYLVANIA APPRAISAL ATTACHED-$514,000.00 TAX EXEMPT PURSUANT TO ACT 85 2072 FARM FARAILY INHERITANCE TAX 2. 1400 W. TRINDLE ROAD, CARLISLE, PENNSYLVANIA APPRAISAL ATTACHED-$653,000.00 TAX EXEMPT PURSUANT TO ACT 85 2012 FARM FAMILY INHERITANCE TAX 3. REAR HELEN AVENUE, MECHANICSBURG, PENNSYLVANIA APPRAISAL ATTACHED-$270,000.00 TAX EXEMPT PURSUANT TO ACT 85 2012 FARM FAMILY INHERITANCE TAX TOTAL(Also eMer on Line 1,Recapitulation.) $ If mo2 space is needed,uae additional shee�of paper of the sama size. _ _ IREV-1503 EX t(&88) � � -� - ' SCNEDULE B COMMONWEALI'HOFPENNSYLVANIA STOCKS & BONDS INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FlLE NUMBER BETTY A. ZEIGLER 21 13 0201 a�WoPeAY jdMlyowned wHh dght of survivaship muet be dkdoced on Seheduh F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M8T SECURITIES, INC. -ACCOUNT NUMBER: AZD-723856 46,516.55 MUTUALFUNDS TOTAL(Also enter on line 2,Recapitula6on) $ 46 516.55 (B more space is needed,inceRadditianal sheels of Ihe same s¢e) _ . 4EV4500 F_X+�'+.T. . . ... .. . . . . . _ . - ..-. . . � pennsylvania SCHEDULE E DEPARIMENT OF REVENUE CASH, BANK DEPOSITS, S MISC. RESIDENf DECEDEN�TTURN pERSONAL PROPERTY ESTATE OF: FILE NUMBEk BETI'Y A. ZEIGLER 21 13 0201 _ �I�MnY k��d wIM ando(wrv�Worshb muct be dhebsad oemScheduk F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. F&M TRUST-CERTIFICATE OF DEPOSIT#212979850 5,001.07 2. F&M TRUST-CERTIFICATE OF DEPOSIT#212979851 7,001.50 3. PERSONAL PROPERTY-APPRAISAL ATTACHED 14,337.00 4. SOVEREIGN BANK-CHECKING ACCOUNT#2891046773 �,727 gq 5. SOVEREIGN BANK-SAVINGS ACCOUNT#2894013404 1,002.46 6. SOVEREIGN BANK-CERTIFICATE OF DEPOSIT#2895263644 10,984.15 7. SOVEREIGN BANK-CERTIFICATE OF DEPOSIT#2895302061 12,827.66 8. SOVEREIGN BANK-CERTIFICATE OF DEPOSIT#2895550164 10,057.20 9. SOVEREIGN BANK-CERTIFICATE OF DEPOSIT#2895554430 13,247.64 10. SOVEREI('iN BANK-CERTIFICATE OF DEPOSIT#7672833588 52,150.13 11. SOVEREIGN BANK-IRA CERTIFICATE OF DEPOSIT#2898156910 1,958.62 12. M&T BANK- SAVINGS ACCOUNT#15004200923660 �,64B.27 13. M&T BANK- CHECKING ACCOUNT#446629 1,451.56 14. M&T BANK- SAVINGS ACCOUNT#15004204273524 P87.B5 15. M8T BANK- SAVINGS ACCOUNT#15004202138572 1,573.33 16. M&T BANK-SAVINGS ACCOUNT#15004198189506 621.52 TOTILL(Also enter on Line 5,Recapitula6on) S 181 914.97 If more space�needed,inseA addNional sheels of peper of the same size � :ontinuation of REV-1500 inheritance Tax R,eturn Resident Decedent BETTY A.ZEIGLER 21 13 0201 DecedenPs Name Page t File Number Schedule E-Cash, Bank Deposits, 8 Misc. Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17. M&T BANK-CERTIFICATE OF DEPOSIT#3100391594038 22,009.76 1 S. M&T BANK- CERTIFICATE OF DEPOSIT#31003913462687 10,033.75 19. M&T BANK-CERTIFICATE OF DEPOSIT#31003911154703 14,001.56 SUBTOTALSCHEDULEE 46,045.07 GRFJiD TOTAL SCHEDULE E $ 181,914.97 _ _ _ r�ev-�sos F�c.�ni-to1 _ pennsylvania SCHEDULE F OEPARTMENT OF REVENUE �OINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDEM OECmENT ESTATE OF: FlLE NUMBER: BETTY A. ZE�GLER 21 13 0201 If an assat was made joiMly ownad wlMin one year of the deeedenCs dato of daeM,it must be reporEed on Schedule G. SURVIVING JOINT TENANT(S)NAME(5) ADDRESS RELATIONSHIP TO DECEDENT A.ANNA M. ZEIGLER 4 EASTWOOD DRIVE DAUGHTER CARLISLE, PA 17015 s. C. JOINTLYAWNED PROPERTY: LEffER DATE OESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FlNANCIAL INSTRUTION AND BANK ACCOUNT NUMBER OR SIAMLAR DATE OF DEATH DECEDENT'S VALUE OF NUMBER TENANT JOINT IOENTIFYINGNUMBER. ATfACHUEEDFORJ0INTLY-NELOREALESTATE. VAlUE0FAS5ET INTEREST OECE�ENTSINTEREST 1. A. 4 EASTWOOD DRIVE 306,000.00 50. 153,000.00 CARLISLE, PA 17015 TOTAL(Also enter on Line 6,Recapitulation) S 153 000.00 If rtro2 space is needed,use ad�lional sheels of paper of the same size. REV-1510EX�!OB-0^`. _ . .. .. .. I . _ . _ . pennsylvania SCHEDULE G ' DEPARTMENT OF REVENUE INTER•VIVOS TRANSFERS AND INHERITANCETAJ(RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER BETTY A. 2EIGLER 21 13 0201 Thrs schedule must be completed and flled iFthe a�wer to airy oi questbns 1 through 4 an p�e three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERN INCLWETHENMAE�THETpqN$FEpC{,7ry�RflflA7I0N8HIPT00EC�EN7AND DATEOFDEATH %OFDEW'S EXCLUSION 7AXABLE NUMBER 7HEOATEOF1RpNSF9i,p77p�HACOWOFTF�EDffDFORflFALESTATE. VAWEOFASSET INTEREST nrmn,cnew VALUE 1. ALLSTATEANNUITY 4,162.741p0.00 4,162.74 CERTIFICATE NUMBER: GA 272648 BENEFICIARIES: JOSIAH J. ZEIGLER 0.00 KENNETH E. ZEIGLER, JR. LINDA K. DEITCH TOTAL (Also enler on Line 7,RecapiWlation) S 4 162.74 If more apace is needed,use additiorrel sheel�af peper of tlie seme s¢e. ..IftV4011 Gli(lU-U8) _ _ .- - _ _ _ _ -_ .. pennsylvania � SCHEDULE H OEPARTMENT OF REVENUE FUNERAL EXPENSES AND �R"e"sioe'rAn"ECEDENT°RN ADMINISTRATIVE COSTS ESTATE OF FlLENUMBER BETTY A. ZEIGLER 21 13 0201 DaaMM's Mbts must be repor(ad on Schadub I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERALEXPENSES: t HOFFMAN-ROTH FUNERAL HOME 9,176.91 2. CUMBERLAND VALLEY MEMORIAL GARDENS 1,826.00 y B ADMINISTR4TIVE COSTS: 1. Personal Representafive Commissions: Name(s)of Personal Represantative�s) Street Address ��Y State ZIP Yesrys)Commissan Paid: p, nttameyFeas: IRWIN & McKNIGHT, P.C. 52,500.00 3. Family Ezemptlon:Qf decedenPs eddress is not(he same as chaimenPs,aMach ezplanation.) 3,500.00 C�eimant ANNA M. ZEIGLER sveetnddress 4 EASTWOOD DRIVE ciry CARLISLE s� PA z�p 17015 RelationshipofClaimaMroDecedent DAUGHTER 4. PmnateF�s: REGISTER OF WILLS 1,103.50 5 AceouMantFees: 6. Tax ReWm Preparer Fees: 7. DIVERSIFIED APPRAISALS-APPRAISALS ON REAL ESTATE (3) 1,300.00 8. ROY GOTTSHALL -APPRAISAL ON PERSONAL PROPERTY 65.00 9. SOVEREIGN BANK- DATE OF DEATH VALUATION 20.00 10. CUMBERLAND LAW JOURNAL- ESTATE NOTICE 75.00 11. THE SENTINEL- ESTATE NOTICE 200.16 12. COMMONWEALTH OF PENNSYLVANIA- FILING FEE - PARTNERSHIP 125.00 TOTAL(Also enter on Line 9,Recapitulation) $ 69 891.57 If more spxe is needed,use additionel sheefs of peper of the same size. REV-+5+^FY+��2-�9� 1 �� pennsylvania SCHEDULE ( OEPARTWIENTOFREVENUE DEBTS OF DECEDENT, �NHeF�'ANCE7AXRETURN MORTGAGE LIABILITIES,8 LIENS RF..SI�ENT DECEDENT ESTATE OF FILE NUMBER BETfY A. ZEIGLER 21 73 0201 RepoR debts incurred by fhe deeedeM prior M death that remainad unpatd at the date of deaM,ineluding unreimbuned medical expenaes. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEA7H 1 CARLISLE PROPANE - UTILITY 224.11 2 MARY A. MURRAY, TAX COLLECTOR 428.18 REAL ESTATE TAXES - 1301 W. TRINDLE ROAD 3. DEBRA BASEHORE WIEST, TAX COLLECTOR 688.17 REAL ESTATE TAXES- 1400 W. TRINDLE ROAD 4. DEBRA BASEHORE WIEST, TAX COLLECTOR 129 �g REAL ESTATE TAXES-W TRINDLE ROAD LOT 2 5. DEBRA BASEHORE WIEST, TAX COLLECTOR g gp PERSONALTAXES 6. MARY A. MURRAY, TAX COLLECTOR gp g� REAL ESTATE TAXES-HELEN DRIVE REAR TOTAL(Also enter on Line 10,Rerapitulation) E 1 570.79 If mo2 space is needed,insert additionel sheels of Ihe same si�. . _ __ _ REV-0513 EX+(07-�0) pennsylvania SCHEDULE J OEPARTMENT OF REVENUE BENEFICIARIES INHEWTANCE iAX RETURN RESIDEM OECEDENT ESTATE OF: FlLE NUMBER: BETTY A. ZEIGLER 21 13 0201 RELATIONSHIP TO DECEDENT APAOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Tiustee(s) OF ESTATE I 7AXABLE DISTRIBUTIONS pncWde outrqM�pwael dbhibutlons and traireFeis under Sec.91 f6(a)(1.2).] t, PAULINE W. THRUSH Sibling 1,000.00 1111 SAND PIPER COURT MECHANICSBURG, PA 17050 2. ROBERT E. WILLIAMS Sibling 1,000.00 900 EPPLEY ROAD MECHANICSBURG, PA 17055 3. ASHLEY L. ZEIGLER Lineal 6,666.66 6 EASTWOOD DRIVE CARLISLE, PA 17015 4. JOSIAH J. ZEIGLER, JR. Lineal 6,666.66 6 EASTWOOD DRIVE CARLISLE, PA 17015 5. APRIL BURDICK Lineal 6,666.66 601 FULKROAD ROAD MIFFLINTOWN, PA 17059 6. RANDY DEITCH Lineal 6,666.67 281 BOYER ROAD CARLISLE, PA 17015 7. CHRISTINE L. ST. CYR Lineal 6,666.67 111 RIDGE DRIVE CARLISLE, PA 17015 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: i. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. HICKORYTOWN UNITED METHODIST CHURCH 5,000.00 1510 W. TRINDLE ROAD CARLISLE, PA TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. S 5 000.00 If more space is needed,use additional sheets of paper of the same size. _ _ _ � Contin�,iation of REV-15QO Inheritance Tax Fteturn Resiclent Uecedent BETTY A.ZEIGLER 21 13 0201 DecedenPa Name Page 2 Fila Number Schedule J-Ben�ciaries - 1 RELATIONSHIP Tf)DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON S)RECEIVING PROPERTY Do Not List Trustee�s) OF ESTATE I TAXABLE DISTRIBUTIONS pmdudep�M sal diatributions and transfers urMer Sec.91 i6(a�(12).] 8. JONATHAN CAMERON ZEIGLER Lineal 6,666.67 1516 W. TRINDLE ROAD CARLISLE, PA 17015 9. JADYN NECOL ZEIGLER �ineal 6,666.67 1516 W. TRINDLE ROAD CARLISLE, PA 17015 10. JESARA MAE MARIE ZEIGIER Lineal 6,666.67 1516 W. TRINDLE ROAD CARLISLE, PA 17015 11. ADAM CURTIS ZEIGLER Lineal 6,666.67 168 CRAIN DRIVE CARLISLE, PA 17013 12. JESSE A. ST. CYR Lineal 6,666.66 171 RIDGE DRIVE CARLISLE, PA 17015 13. NOAH BURDICK Lineal 6,666.66 601 FULKROAD ROAD MIFFLINTOWN, PA 17059 14. CALEB BURDICK Lineal 6,666.67 601 FULKROAD ROAD MIFFLINTOWN, PA 17059 15. EMMA DEITCH Lineal 6,666.67 281 BOYER ROAD CARLISLE, PA 17015 16. SAMUEL DEITCH Lineal 6,666.67 281 BOYER ROAD CARLISLE, PA 17015 17. ZOE N. ST. CYR Lineal 6,666.67 111 RIDGE DRIVE CARLISLE, PA 17015 18. ELMER J. ZEIGLER Lineal 41,426.38 1516 W. TRINDLE ROAD 1/5TH FARM& CARLISLE, PA 17015 REMAINDER 19. KENNETH E. ZEIGLER, JR. Lineal 41,426.38 168 CRAIN DRIVE 1/5TH FARM & CARLISIE, PA 17013 REMAINDER 20. LINDA K. DEITCH Lineal 41,426.38 390 S. MIDDLESEX ROAD 1/STH FARM& CARLISLE, PA 17015 REMAINDER 21. ANNA M. ZEIGLER Lineal 41,426.38 4 EASTWOOD DRIVE 1/STH FARM& CARLISLE, PA 17015 REMAINDER � �ontinuation of REV-7500 Inherrtance Tax Return Resident Decedent BET7YA.ZEIGLER 21 13 0201 DecedenPs Name _ Page 3 File Number Schedule J -Beneficiaries -1 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON S RECEIVING PROPERTY Oo Not List Trus�e�s) OF ESTATE 1 TAXABLE DISTRIBUTIONS [Include autrigMSpous;�dis6lbutions and transfers under Sec.9776 a) �.r. 22. JOSIAH J. ZEIGLER Lineal 41,426.38 6 EASTVVOOD DRIVE 1/5TH FARM 8 CARLISI_E, PA 17015 REMAINDER Q 1VI�TBan1� 499�Mimhell Road,Millsborq DE 19966 Adjustment Services Phone B88-502-0349 F arz (302)934-2955 June 3,2013 Law Offices Irwin & McKnight,P.C. West Pomfret Professional Building 60 West Pomfret Street Carlisle, PA 17013-3222 Re: Estate of Betty A. Zei l�er Social Securitv: Date of Death: January 08, 2013 Dear Su or Madam: Per yow inquiry on May 28,2013,please be advised that at the time of death,the above-named decedent had on deposit with this bank the following: 1. TvpeofAccaunt CheckingAccouM Account Number 446629 Ownership(Names o� Josiah J.Zeigler(POA) Anna May Zeig[er(POA) BetlyA.Zeigler Opening Date 09/01/l967 Balance on Date of Death $1,451.56 Accrued In[erest S .00 _ __ _ __ _ _ _ _ Total $1.451.56 2. Type ofAccount Savings Account Accauru Number 15004204273524 Ownership(Names o� Jasiah J.Zeig[er(POA) Anna May Zeigler(POA) Betty A.Zergler Opening Date 03/31/2003 Balance on Date ofDeath $287.85 Accrued Interes[ S .00 Tota[ $287.85 _ _ _ . , . 3. Type ofAccourrt Swings Account AccountNumber 15004202138572 ' �� Ownership(Names oJJ Jasiah J.Zeigler(POA) Anna May Zeigler(POA) BettyA.Zeigler OpeningDate 02/11/2002 Balonce on Date ofDeath $1,573.27 Accrued Interest $ .06 ----�---------------._.._------- -- _..__...._----- Total S 1,573.33 4. Type ofAccaunt Savings Account AccountNumber 15004200923660 Ownership(Names o,� Jasiah J.Zeigler(POA) Anna May Zeigler(POA) BetlyA.Zeigler OpeningDate 07/01/1971 Balance on Date ofDeath $1,64616 Accruedlnterest $ 01 -----------------------------... -- Total $1.646.27 5. Type ofAccount Savings Account Accowit Number 15004198I89506 Ownership(Names o,fJ Jasiah J.Zeigler(POA) Anna May Zeigler(POA) BenyA.Zeigler OpenirigDate 01/19/2001 Balance on Dare ojDeath $621.52 Accrued Iraerest S .00 Tota[ $621.52 5. Type ofAccount Cerfificate ofDepasit AccouruNumber 3100391594036 ,� Ownership(Names a,� Jasiah J Zeigler(POA) Anna May Zeigler(POA) BetlyA.Zeigler Opening Date 07/21/2006 Balance on Date ofDeath $22,000.00 Accrued Ineeres! $ 9J6 _. _._ ._.._.-- �� ------- ---- Total $22,009 76 7. Tvpe ofAccount Certificate of Depasit Accoura Number 37003913462667 Ownership(Names o� Jasiah J.ZeigJer(POA) Anna May Zeigler(POA) BettyA.Zeigler Opening Date 03/11/2005 Balance on Date ofDeath $10,032.64 Accrued Interest $ 1.11 7ota1 $10,033.75 8. 7'ype ofAccaunt Certiftcate ofDepasit AccountNumber 31003911154703 Ownership(Names o,�J Jasiah J.Zeigler(POA) Anna May Zeigler(POA) BettyA.Zeigler Openrng Date OS/26/1990 Balance on Date ofDenth $14.000.00 Accrued Interest $ 1.56 Total $14,001.56 -----------_-______... For aoy addiHonal iuformation ou the above accounte,including owuere6ip sud auy chaogea,cloauro and/or reimbureement of fuods, plaee call Nce Spriog Gardeo at 717-2704325. W e werc uoable to locete aoy eafe depmit box for the s6ove-mendoned decedent. ' � Thia ktter dces oot inelude auy arruuom io which the deceaeed may heve been lieted as Power M Attorney,Cuarodiso of Udform Trsnsfere, Represeomfive Payee,or Truetee under a WriHen Agreemeot 5'IIICCI'Cly, Valarie Mercer Adjushnent Services _ ___ _ ._ . N � � t^ �l p C' . f�f ' l7 C] qtl Y � ❑ g C7 (r"] fE]s p\ �- !.� ..�- f� m O �' -i �,�' � b7 � � C 8 t� E+� v, r rn � W ([v��'� o. J N�,n 5. :n � �.� v�i � `°� n� '� O c� 'o rn � a � n � m ° �i k' C �v' ('7 t�"^ �`;S �o c� g �, � m^ � � a. a 3. m o o m ° o o °a. $, '�' o. '� 0 2 � =°, o `° �. � 3 w'�?o ' a te �o y � o tn m' ��y 7n. i-7 q' m .. ° ° 'e i'w�n3°n o .S [� �u p�� O � c w�00 o � z m � � Y � �' Fri r. Cr O� r, �'x n'``� •°n �7 '�S. r, ik iG ii y tD L y � O S� � A �� „y O N N rn C-0 Fj' 'i 7 B F ��,� +y � p � � �7 C7 C C7 c� � � ^ `."� 3 °'�e � � f° O w w H y � �. I 3 fi° e< 0 n Ky � � t� n a .�. '�°^ �w'h� y.. ' N 9� 'O� 9� 'O� m (� m io ' O.w � % % x Y x '� �� o� p� " S C'G1 rn rv�m� e m ',�,�� 'a �•� Pr. � ^ � `g �, � � c��R a a y r� a O � �" A S ... r . � 2 Z � f�� o y^.^r y � F, � m m f) ��: � s .^. e�e '� rn w 3 0..: �'. y a. � �v G1 t�"' n .�� w: I -� c °�° c � �y 5' v" 7.' I � vi C" v� [] f° �o �n �m t x x x � w ° ^ �' ❑ o o ('� ° - °. d E7 a > � w w p C? G7 0 � y 5 ��, o ^°� A c c E c�o rn � : a � 0�.� 1 � n O ❑ p, �' rt j 3 " R '� �, g� ° m �m ,3 c. a a H �y cr • ❑ /y � (v � ? a �� > � � " �a^ �"' -� n � � � -''hn h C: °� �o ro ro � o °o � o v �$� �o ►y q�y `o oo � �� i m � '� n m w`�`c,p� m � w, ^ � T o wa�m � Vl :; ,'�/1 k °o ,,•, - � v� o� o ��. ro � y � E'r� y Aw� � � h�y mndn o 3� � m c o ?.m � "�0. � \:O N � � ^' g _. �o r m`c o C7�.' i1' � n4,'� ' ^w� Fwyo O '� 3 °,_t y N . ?r C7 OQ i . z � z + oB'�"^ ^o� n ^�10 � .� � 9 C'l; W M ^ q °' � �, " y��r ^�'� �' • � � �.�� ^� t+� p a A < ° � �' A � ,� � � W�°`' °na° 's . w rn •• , ^y � o, 5. � 3 . i � � - o 'o. 0 �g ,2 �O °w Vi� r � � � �"� p ro o z � � 5 � x � � � a � m a °O . ❑ ❑ �, g -, � � w �. o ':? C (� tD > o� yy d O "e T! �5' ('] yr' � � � � m � m � � � s a E n `� V � e. � �^' � w o 0. m cG �� C^ r`D•, � �I= �. �' � �' B .�., � w � m '� �. i-�"3 � t��e m o � ' Y �m � o <° � �' Y m ,� y i�-] Y �e � ar � C' ^ � 'S' �°-rn y `.' ° � � tly � F 4� `C rr b � Cy m 3 t� � s� m � e �? a � � ,.� ❑ ❑ �' � � yo ; ' °_' c °' 3 W 5 ro �'O CL' � ,o"^� o m B ao �i (� � .w. fi' 4� g Cil �1 �'i , i. a, p�+. w� p �° w_ .d 2 � �o C) ,2 o t� c � � � Y a G� 6' m �7 ' � rv m d g � �' ^ p 5 � o o F'o f° .y. a a P'+ E � ❑ R 1 w o w ° o f° � � ° [5+ fo' � � E ,��. '"' � a O B.2 0 � o � � A o� � .. � � : � � o O : y�y" 't�.' it � � `D r°^ � m o ' p `° � ❑ ❑ ��°`' q- �U§" � e�e 'w . � o m : L�7 y ^a c^ C] � � � 's1 p �'H o O 6, a'Z o'��.o��'e. ^ �. �_ � N �, : Y Cq � 0 3 ,� 0 5� f] .; w a �� N� ��jR � � _ ^ N O . O�y�1 f�i P �� y� � �/�' � ❑ � Cn^/f'� � � �O tp�� . G � • � qq �, !E W 4� . �] ❑ F�. O G. �F(C m N y ^n �j . ° �7 o trx�] E o Q .� . v . 'Y. . �x1 Y /m �p .. s '9 6 Cq 5 N y y �y 1/� �+ v ao -N�' ' � � ` �] �1� I ._ < ° � E � �. c �.-�C � � ��n . � � 6 . � � � I � � v ❑ � q � 6 � � � � a r " ro � `� " � ` � � =° �o�� n . . . � ; C7 " ss vi sn vi sn ss sv u9 ss a � ❑ 9 'e D"�r.,•�: ° � : - � c � ` � w � 8 n o f) o `o' S. ,� ' : : : : : : e o �� ' � w o a Q o ss se Fn s.i ss ss � �' r' a � � ° °m . � � 1 � L � I � � n• � � � �� I I • On * '° o a° � " , � - (� y � � �� g ° �� _� � � � «� � � � � �, �o � s ❑ � ; � -P � � ° o £ � � ? W ° = I . C� � � W � � i i � � � g � � � � � � . 0 , \ � , . * o �. � �» ,� - . ° � ' !: