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Home My WebLink About07-29-13 _ _. ___ _ � NS U L V E NT C� T✓� TE B"$""� ' 1505610143 � REV-1500 �"°Z-"' ,s OFFICIAL USE ONLY PA DepaAment of Revenue pennsylvania cam�y coaa rear Flle NumCm Bureau of Individual Taxes �•MTME^�^�� PO BOX280601 INHERITANCE TAX RETURN 2 1 12 0 5 4 3 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Sewriry Number Date of Dealh Dale of BiRh 03 20 2012 11 09 1920 DecedenYs Lasl Name SuKx Decedenfs First Name MI ZEIGER DALE L (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffiz Spouse's First Name MI Spouse's Social Securiry Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1. OAglnal Retum ❑ 2. SupplemenWl Retum � 3.P�ofa'��ndZr 3e82�(Date of Death � 4. Limite0 Esfate � 43.Future Interest CanWOmisa � 5. Federal Estale Tax Retum Required , �ane m aeem enm ia�sa2) � 6 DaceOerM1 Dlea Testete � 7, oeceam�Mam�Nma e 4vt�iruat _ B. Total Number af Safe Deposit Bo:es �nuern cwv m v�n) (nnacn Covr m t�usp � 9. Litlga6on ProceeOS Receive0 � 10.��enP2 31 BCred�it'(DaBS>fDeaU � 11.�At�UC�h�3cheCule O)Sec.BH3(A) CORRESPONDEN7-7HIS SECTION MUS7 BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TA7(INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number LISA MARIE COYNE ESQ 717 737 0464 REGISTER OF WILLS USE ONLY r�� First Line of Address � c`; � m y c� rn � 3901 MARRET STREET — .^� c' � o "' � z n = � ^" �' cr Second Line of Address � � n N � � � ??� � :J j V� '"' DATE FILFa � Ciry or Post Office Sfate 21P Code n c. = � .� -n CAMP HILL PA 17011422>7� �, _' cs ro � � n � �v co 0 coResponaenc'se-mauaadress: ��sa@coyeandcoyne.com u� � UnOer penallles of "ury,I deGa2lhat I�ave examined this retum,inUuOing accompanyi,n8 schedules antl statements,and to the best of my knaMedge and belief, it is tn�e,wnect an com lete.D a2tlon ot parer other Nan the pereonal representa6ve Is Eased on all infortnation of vfiiU preparer has any knovAetlge. SIGNANRE Of PE 5 N F ILING RETLRN �� ATE Keith J Zeiger � � � � L6 / ADDRESS 216 South 2 treet, Penbrook, PA 17103 � SIGNA E OF PREPARER OTHER N REPRE N TIVE �ATE LISA MARIE COYNE Esq Z(,. ,? AD ESS a ne Coyne, P.C. arket Street, Camp Hill, PA 170114227 Side 1 L 1505610143 1505610143 J � � 1505610243 REV-1500 EX DecedenCs Social Security Number oa�ae�r�Name: ZEIGER, DALE L RECAPITULATION 1. Real Estate(Schedule A).......................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................... 2. 3. Closely Held Corporation,Partnerehip or Sole-Proprietorship(Schedule C).......... 3. 4. Mortgages&Notes Receivable(Schedule D).......................................................... 4. 5� Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)................ 5. 6 3 2 . 8 3 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate PropeAy (Schedule G) ❑ Separate Billing Requesled............. 7, � 3 2 , 3 7 0 . 2 0 8. ToWI Gross Assets(total Lines t through 7).......................................................... g. 3 3 , 0 0 3 . 0 3 9. Funeral Expenses and Administrative Costs(Schedule H)..................................... 9. 2 2 , 5 4 0 . 8 3 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................. 10. 1 3 , 6 5 8 . 2 1 11. 7oWl Deductlons(total Lines 9 and 10).................................................................. 11. 3 6 . 1 9 9 . 0 4 12. Net Value of Estate(Line 8 minus Line 11)............................................................. 12. - 3 , 1 9 6 . 0 1 13. Charitable and Governmental Bequests/Sec 9113 Trusts torwhich an election to taz has nol been made(SChedule J)................................................. 13. 14. Net Value Subject to Tax(Line 12 minus Line 13)................................................. 14. - 3 , 1 9 6 . 0 1 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rete,or transfers under Sec.9116 (a)(12)X.00 0 . 00 �5� 16. Amount of Line 14 taxable at lineal rate X .OaS 0 . 0 0 �6� 17. Amount of Line 14laxable atsiblingrateX ,�p 0 . 00 »� 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 �8� 19. TAX DUE................................................................................................................... 19. O . O O 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑ Side 2 L 1505610243 150561�243 J � REV•1500 EX Page 3 File Number 21 - 1 2 - 0543 Decedent's Complete Address: 2eiger, Dale L STREETADDRESS 24 Fargreen Road C�� STATE 21P Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due(Page 2,line 19) (1) 0.00 2. Credits/Payments A. Prior Payments B. Diswunt Total Credits(A +B) (2) 0.00 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 +Line 3,enter the diNerence. This is the OVERPAYMENT. �q� Check box on Page 2,Line 20 to request a refund 5. If Line 1 +Line 3 is greater than Line 2,enter the diHerence. This is the TAX OUE. (5) Q.0� Make Check Payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transter and: Yes No a. retain the use or income of the propeAy transferted:.................................................................................. x b. retain the right to designate who shall use the properry transterred or its income:.................................... x c. retain a reversionary interest;or.................................................................................................................. x d. receive the promise for life of either payments,benefits or care7.............................................................. x 2. If death occuned after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration7....................................................................................................................... ❑ ❑X 3. Did decedent own an'in trust for or payable upon death bank account or seeuriry at his or her death9......... � �x 4. Did decedent own an individual retirement account,annuity,or other non-probate property which � O contains a beneficiary designation7...................................................................................................................... x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates ot death on or after JuN 1, 1994 and before Jan. 1,1995,the tax rate imposed on the net value of transfers to or for the use ot the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or aRer January 1, 1995,the tax rate imposed on the net value of transfers to or for the use ot the surviving spouse is 0 percent (72 P.S.§9116(a)(1.1)(ii)�. The statute does not exempt a transfer to a surviving spouse from taz,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after Juty 1,2000: •The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. •The tax rate imposed on the net value of transfers to or for the use of the decedenPs lineal beneficiaries is 4.5 percent,except as noted in [72 P.S.§9116(a)(1)1. •The tax rete imposed on the net value of transfers to or for the use of the decedenfs siblings is 12 percent�72 P.S.69116(a)(1.311. A sibling is defined under Section 9102,as an individual who has at least one parent in common with the decedent,wfiether by blood or adoption. �-;� pennsylvania SCHEDULE E r�i� DEPARTMEMOFREVENUE CASH INHERITANCETAXRETURN , BANK DEPOSITS AND MISC. (iE51DENTDECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Zeiger, Dale L 21 - 12 -o5a3 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. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Metro Bank Checking Account No. XXXXXX9976 132.83 2 Miscelianeous Personal Property 500.00 TOTAL(Also enter on Line 5, Recapitulallon� 632.83 ��.; � METRO BAN K 3801 Paxton Street 888.937.0004 Harrisburg, PA 1711'1 mymetrobank.com� O� . May 15, 2012 � � � � �°6 �o � Coyne & Coyne � 3901 Market St � - Camp Hill Pa 17011 RE: Estate of: Dale L Zeiger Tax Identification Number: Date of Death: March 20, 2012 � To Whom It May Concern: This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: • Account Type:Checking - Account Number: 2833129976 • Date Opened: March 15, 2011 Primary Owner: Dale L Zeiger Date of Death Balance: $132.83 � Please feel free to contact me at (717) 412-6126 if I may be of fwrther assistancs. Sincerely, Pamela Lighty SavingslClF Associate Metro Bank nev.+sto�c.�oeos� . � pennsyivania ' DEPARTMENTOPREVENUE SCHEDULE G INHERRqNCETAXRENRN INTER-VIVOS TRANSFERS 8� RESIDENTOECEDENT MISC. NON-PROBATE PROPERTY ESTATE OF Zeiger, Dale L I FILE NUMBER 21 - 12 -0543 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %�F E%CLUSION NUMBER �^�e�nemeama�rensrerea,me�rreiaiwnaniP�oaeceaene yq�UEOFASSET oecos TAWiBLEVAWE aiM I1re tlate W Uonafm. Attac�e eopy af Iha EaoO lm roal eatete. INTEREST (IF APPLICABLE) 1 Nationwide Annuity No. XXXXX4761 (beneficiaries 32,370.20 �ppo/a 32,370.20 are the decedent's children: Keith J. Zeiger, Dale T. Zeiger, Christine M. Gillespie, Diane M. Zeiger) TOTAL(Also enter on Iine 7, Recapitulation) 32,370.20 . FROM : KISER/2EIGER [NS (aGENCIES PHOh� N0. : 717 761 6219 Apr. 06 2012 09:57RM PO1 . � �� c� Uau: Apt316,20I Z �� 1��- Numberofpagesincludingcove��Fhece z �:>��::.aT;�li� � . FAX - FROM:' �1G�RINSURANC�'sAGT (JY To: z,isn c��, L'sq. KEITH J. �x;��L 2019(7hesinut Slr Phone: 17011 , F'ax plaone; 737-51G1 Phone: ('717)7G3-18R2 _ LC: Fax phone: (717) 7G1-0219 zeigerk(a�natlonwide.com RF.MARKS; Q Tlr�,e�il ❑ 1°oryo�vreview � Rep1yASAP [] Pleaseconnneul Lfsa, Pleasure to meet with yau on Wed�esday and I am forvvardir�g the most recent statement for my Father's Nationwide Insurance Platinum V Annuity contract: Based distribution in the amount of$ 8,093.55 for each of 4 beneficiaries the total value at time nf setNement was. $ 32,370.20. Plepse let ma know if you need any additional information. Have a pleasant weekend. Keilh dISER�ZEIf�R INS faGENCIES PFDFE N0. : 717 761 0219 ppr. 06 2012 09:SSRM P02 '.';',T.::, '';'.':'."�;.:•:�:,x�... .. . . . . , . . "� , Transaction Confirmation : : -o3rc�arzo�z D Nati011WIde" � On ibur3ldr � Contract: 07-1164761 � �"" Nationwlde F'Iatinum V°Plus • � � � . KEtTH J 7.EIGER � How to Confpct us: NATIONWIDE'UFE INSURANCE COMPANIE& 2019 CHESTNUT ST wrQw n�lonw(de.com CAMP HILL PA 17017-548T ' . N�Ymnibe LNe And/v�nuNy DILLE�zEIaER a.o.eo,�fe�oz, 24 FARGREEN RD �umitiuo OH�321e.202t CAMP HILL PA 17011-2615 �'��^'�"`��r'i°� . N�wIMi�+�+e:�-eoaneawa � �2�Ar.AUMtnelad fMOrmwtbn Ltnr,t.sOD.sqg.e��7 Owner:.DALE L TEIGER Mnultent� DALE L ZEIGER " conine�la�wd.e�:tt2s�2oo� � ' � PNntgja:�fJcn-0uaKfiedAnnWry Your Account 8ummary • � . ,. N BeginNnp BeYarice on 07/012012 ^ 539,007.85 ° CadribuUons 50.00 �� w�nd�awaie�cne� ta�.000.00� .... . ,,. n Cher�poin Velue t284.33. � � 0 N ° Cunanl Vahie p of 0910�p12 532,292.98 Pk9YY read your uonAimAlipi iaredAly end nofify us Mi�ln 30 dpye II you � dbeorer�a�yCObnGalBnas'bycamnpt�E00�848-6331. VJeroaomm�ml . keePMp thle conatmaOGn wNfi�l�ofia NnpoH9/rt ilnantiM documenh. _ - TMinkYou(ord�onelnq'Nelia�wtdas. . Your Trensactions ..�._. . ... . . .. .. Y: ' ':d:YJ:;�;;•••;•.::c::r � .••,M1•Yhn-r�s�;;r• y1y . , ::%:::n;kl�.:#�^'�j.1J:±4�.,...._..�..:i.::..._...4.bk1��[4ar�. . . . > ..iA;!;:r.:s�::ge,•a� �v:e:»:::::ux.�' s.1:.v ....,....�,. . ..... �.n;.:s: .v.:.::::A:: i�ui�ri �^ E�3� it;...r:::i .. ...,...:: . .. .................�... .. �.est!`..;...... ::F....� �—Ndn..;-o,��v irP^ ...... J� 9'•,� .�.. ii:u::i:.�';'� . �('yS:INr.r.:r.: ....:..t:::"MU:i...:'S�rii.�<.1..":.::'2"::::::Il.i.fl.. ••n[..�'.....+a. . 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Sairce OS:Mta Te� �� . ."'—�;;y, _....._ ._..._.._ _.-..�... _._`. �L� ' ,.... ... ... ... ... r,S!;t.Mr r.mcW.. r ::,a••.•-.�::. :,n::-- -- .,p:� . .. ;'�,;.ns�,,..�rr:,� � ,ew�,.��r ..�[•,•,kr.�}�.;n:.. -<k�:,s _ °Iv.'�,_"'. !4::5. :tiZ?r!?I.f11S¢PST+,f,Y.r,".��T,�"� i'Y.."^^^71^ . ... . .. . . . . . . . . . , 'Ffl. . 4�1•: f.,. . REV�46N EX�p0-09) �� pennsylvania S(�iEDIILEH � DEPARTMENTOFREVENUE �N� ��D ' INHERITANCE TAX RERIRN AM��nc�w�� RESIOEM DECEDEM n�n�r�i��i rv� ESTATE OF Zeiger, Dale L FILE NUMBER 21 - 12 -0543 Decedent's debts must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 1 Malpezzi Funeral Home �p gp��g 2 Reception 2 2�� Z 3 Honorarium 100.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s)Commission Paid 2. Attorneys Fees COyne& Coyne, P.C. — LISA MARIE COYNE, Esq. 4,500.00 3. Family Exemption: (If decedenfs address is not the same as daimanPs,attach explanation) ciaiman� Christiana Zeiger 3,500.00 Streetnddress 24 Fargreen Road Ciry Camp Hill State PA Zip 17011 Relationship at Claimant to Decedent SPOUSB 4, Probate Fees 67.50 5. AccountanCs Fees 6. Tax Return Preparer's Fees 500.00 7. Other Administralive Casts � 1 Cumberland Law Journal- legal advertisement 75.00 TOTAL(Also enter on Iine 9, Recapitulation) 22,540.83 Schedule H Funeral E�enses& COMMONWEALTH OF PENNSVLVANIA INHERITANCETAXRETURN AdministrativeCosiscbr�tinued RESI�ENT OECEOENT ESTATE OF Zeiger, D818 L FILE NUMBER 21 - 12-0543 2 Patriot News -legal advertisement 116.45 3 �nheritance Tax Retum Filing Fee 15.00 4 Postage 88.00 5 Reserves 500.00 6 Estate Checks 10.00 7 Dash Investigative Services- Research for Unclaimed Property Claim by Estate 50.00 Page 2 of Schedule H r'�� - pennsylvania SCHEDULE I �EPARTMENT OF REVENUE INHERITANCETAXRETURN DEBTS OF DECEDENT, MORTGAGE RESIDENTDECE�ENT LIABILITIES & LIENS ESTATE OF FILE NUMBER Zeiger, Dale L 21 - 12 - 0543 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 Forest Park Health Center- Final Room and Board 13,085.50 2 West Shore Emergency Medical Services 237.37 3 Guardian LTC Pharmacy 335.34 TOTAL(Also enter on Line 10, Recapitulation) 13,658.21 REV-0617 EX�(07-00) � pennsylvania SCHEDULE J DEPARTMENT OF REVENVE INMERITNNCE TA%RENRN BENEFICIARIES RESIDEM DECEOEM ESTATE OF FILE NUMBER Zeiger, Dale L 21 - 12 -0543 NAME AND ADDRESS OF PERSON S RELAT�ONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER RECEIVINGPROPERTY � � oo�aueEe�Nnae�n� (Words) ($$$) I, TAXABLE DISTRIBUTIONS[inGude outright spousal distributions and transfere under Sec.�116(a)(1.2)] 1 Keith J. Zeiger Son 25% residual 216 South 29th Street Penbrook PA 17103 2 Dale T. Zeiger Son 25% residual 4 Country Club Place East Camp Hill PA 17011 3 Christine M. Gillespie Daughter 25% residual The Tides 19999 #6203 Sandy Bottom Road Rehoboth DE 19971 Enter dollar amounts for distnbutions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. II. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI 0.00 REV.1670 EX�(07d0) . � pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANLETA%RENRN BENEFICIARIES continued RESIDENT DECEDEM ESTATE OF I FILE NUMBER Zeiger, Dale L 21 - 12 -0543 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) � ($$$) RECEIVING PROPERTY oo Not uet 7rustea(c� I, TAXABLE DISTRIBUTIONS[include outright spousal distributions,and transfers under Sec.91 t6(a)(12)] 4 Diane M. Zeiger Daughter 25% residual 6314 Stephens Crossing Mechanicsburg PA 17050 Page 2 of Schedule J �, .., � .� �t��1� 6'V �� t�� 1�� , L�� I, DALE L. `ZEIGER, of the Township of East Pennsboro, Commonwealth of Pennsylvania, declaze this to be my Last Will and revoke any Will or Codicil previously made by me. ITEIVI L• I direct that all my funeral expenses be paid as soon as practical after my death. ITEM 2: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of flte administration of my Estate. ITEM 3: I give, devise and bequeath all the rest, remainder and residue of my estate of every nature and wherever situate, together with all iiisurance U�ereon,to my children, as follows: A. Twenty-five percent (25%) to my son, KEITH J. ZEIGER of 216 South 29�' Street, Penbrook,Pennsylvania,per stirpes; B. Twenty-five percent (25%)to my son, DALE T. ZEIGER of 4 Country Club Place East, Camp Hill,Pennsylvania,per stirpes; C. Twenty-five percent (25%) to my daughter, CHRISTINE M. GILLESPIE of Rehoboth, WDelaware,per stirpes; and � � ,�Wj D. Twenty-five percent(25%)to my daughter, DIANE M. ZEIGER of Mechanicsburg, PA, � a a per stirpes. "`6 Q In the event that any of my named children should predecease me and leave no issue,than I direct that the deceased child's share of my estate as noted, shall be divided equally among my then living children,per stirpes. Page 1 of 5 + ITEM 4: My Co-executors shall have the following powers in addirion to those given by law to be exercised by them in their absolute discretion, which powers shall be applicable to all property lield by them, effective without the order of any court and until the actual distribution of all such property: a. To retain any investments at discretion including stock of any corporate fiduciary hereunder or of a holding company conirolling it; b. To sell,to grant options for the sale of, or otherwise convert any real or personal property or interest therein, at public or private sale, for such prices, at such time, in sucl� manner and upon such terms as they may think proper, and to execute and deliver good and sufficient conveyances, assignments and transfers thereof without liability of any purcl�aser to see to the application of the purchase money; c. To borrow money and to secure tl�e repayment thereof by mortgage of real or personal property, pledge of investments or otherwise, without liability on the part of the lenders to see to the application thereof, d. To compromise claims by or against my estate or any trust created hereunder; e. To allocate and distribute different kinds or disproportionate shares of properiy or undivided interests in property among beneficiaries or trusts, in cash or in kind, or partly in each; £ To manage, operate, repair, alter or improve real estate or other property, and to ]ease real estate and other property upon such terms az�d for sucl� period as my co-executors deem advisable even for more than five(5)yeazs and beyond tl�e duration of any trust; Wg. To deduct administration expenses upon either the federal estate tas return or fiduciary c5 � � income tax retum with or wifliout adjustment as beriveen prnicipal and income, as my corporate or � `, disinterested co-executors shall determine; a � Q h. To associate with them in the absence of a cotporate fiduciary, an accountant, custodian and inveshnent advisor, az�d other agents and to compensate fliem from priucipal or iucome or both, as my executors shall determine, such compensation to be a reducfion of the compensation of my co-executors; Page 2 of 5 � ; ^ , i. To associate with them at any time, in their absolute discretion and of their choice, a corporate fiduciary which shall have the same powers as my co-executors, such designation by my co- executors and acceptance by a corporate fiduciary to be in writing; j. To combine, without prior court approval, any trust herein with any other trust with substantially similar provisions, although such other trust may have been created by sepazate instrmnents anc� by different persons, and, if necessary to protect different future interests, to value The assets at the tiine of sucl� combination and to record tlie proportionate interest of each sepazate trust in the combined fiu�d; provided however, fliat no such canbination shall be pennitted if the effect of such combination would be (1) to violate the applicable rule agaiust perpetuities; (2) to disqualify any interest in one or inore of such trusts for a deduction for federal estate taac purposes which would otherwise be allowable; or(3) to cause fl�e loss of the exempt status of one or more of such trusts from the imposition of the generation-skipping tax; k. No trustee shali be required to qualify before, be appointed by, or, in the absence of a breach of trust, account to any court (and failure to account alone shall not be considered such a breach); ` nor sl�all trustee be required to obtain the order or approval of any court in the exercise of atry power or � � decision granted hereunder; N 1. To allocate any generation-skipping transfer tax exemption from flie federal generation- a a skipping transfer tax to any property to which I ain deemed the iransferor under the provisions of Section Q . 2652(a) of the Internal Revenue Code of 1986 and its successors, including any property transferred under my will and any properiy not in my probate estate and any property transferred by me during life as to which no allocation was made prior to my death, to the extent necessary to cause the inclusion ratios applicable to such trazisfers to be zero; m. To disclaim any interest in properry without court approval; and Page 3 of 5 . . . i . n. To do all other acts and things necessary or appropriate in the management, administration and dishiburion of my estate or trust. ITEM 6: 7n the event any legatee or devisee named in this will dies under such circumstances that there is not sufficient evidence to determine absolutely whether such legatee or devisee survived me, I direct such legatee or devisee shall be presumed to have predeceased me and devise and bequeath the gift in favor of thatlegatee ar devisee to such persons and in such manner and in such proporrions as set forth in this will for distribution if the legatee or devisee predeceased me. ITEM 7: Unfil distributed, no gift or beneficial interest shall be subject to anticiparion or voluntary or involuntary alienation. ITEM 8: I appoint my sons, KEITH J. ZEIGER and DALE T. ZEIGER, Co-Executors, of this,my Last Wil1. ITEM 9: I direct that my persona] representative or their successors shall not be required to give bond far the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this �� day of �' , 2009. .��.�. �? �� DALE L. ZEIGE Signed, sealed, published and declared by the above-named Testator as and for his Last Will and Testament in our presence, who, at his request, in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. . �-�^-�^-� residing at /QQ �x/�ly�� J„g ��z I t (g G, a.�-�v �.a.� residing at Q�vnn,.f� ��.t�,P. ��7�LL�/ .,�i�r Page 4 of 5 i ( e. . �. . r � COMMONWEALTH OF PENNSYLVANIA ) ) ss: COUNTY OF CiJMBERLAND ) We, DALE L. ZBIGER, �'Yt q� /�'1• �6r Au✓ and �r��.��r✓L= the Testator and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly swom, do hereby declare to the undersigned authority that tbe Testator signed and executed the instrument as his-Last Will'and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the will as witness and that to the best of his or her laiowledge, the Testator was at the rime eighteen (18)years of older, of sound mind and under no constraint or undue influence. �-u.�-. � �e.=�— DAL L. ZEIGER � �- � � Wih7ess � Witness Subscribed, sworn and acknowledged before me �r S/A � 2/C (_a�.,n/C by DALE L. ZEIGER, the Testator, and subscribed and sworn to before me by �L��tti1 , �vv m2✓ and /� F. �o ..ni�� , the wimesses, this /°/ day of p �T , 2004. \ .--- Notary ublic (SEAL) - COMIitONWEALTN OF VEN�NSYGVA�NIA, � � � NOTARdA4 SE�RL � Page 5 of 5 4isa Marie toyne: Natefy:Gublie. .-Xam.p0�n.7ownsh�p,.Cumberlsnd Cqunty-� M Commissi6n,Ek0ir��Junat0.Y0i; �._:,.... _...::.......:._ .. .. . ....... : _ ; COYNE & COYNE, P.C. A PROFESSIONAL CORPORATION ATTORNEYS AT LAW Henry F. Coyne 3901 Market Street (717) 737-0464 Lisa Marie Coyne Camp Hill, Pennsylvania FacsimIle(717) 737-5161 17011-4227 www.coyneandcoyne.com July 26, 2013 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle,PA 17013 Re: Estate of Dale L. Zeiger,Deceased No. 21-12-0543 Dear Madam: We represent the Estate of the Late Dale L.Zeiger,Deceased. Enclosed please find an original and two (2) copies of the Inheritance Tax Return for this Estate. Kindly docket the original and return to this office a"clocked-in"copy with the enclosed envelope. Also enclosed is a check in the amount of$I5.00 with represents the filing fee for this Return. Thank you for your assistance. If you have any questions, please contact me. Very truly yours, COYNE&COYNE, P.C. � � isa Marie Coyne :� �-; c G, � :� � � � m LMC/cmc w ;� c_ � c� r.� __' � � Encls. � � � N in � � �.r '-1 O z,, � r,-i rn Cc: Keith J. Zeiger,Co-Executor � ��' �: n � Dale L. Zeiger, Co-Executor t-� o � � 'tc -r o � __ --r : �r �, '�:: � � —t ,'.� m m +v in o I =� � � � m � � � s :- < o ' � ' ! W �. ' ; . t -�1 � _ 4 .-. � .r' ' ;r...- . '. . _�' _]�' - — i�' C � i ' �' � 1 � E �.. E ° ] ,a'�'E' Q, F. "�� ._ E , ' �, . —'_ — . � � _ 0 .0 V N a 3 �iv o�' c� W 5 � � i v c s � � ° � � ° Q Q'M V W Y a �� .= p y o �s ZQ � 3 � � w p¢ � = ' <.., '° ..c° Q - Z � o a ' � � � W Qa i+°�i Q � ..�. ai O ti U U : .`�' 'n (� y . ' � � c° .� ��°L._UQU O ~ ,-.; . , c7 °_• :.. 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