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IN RE: ESTATE OF JEAN L. ZEIGLER : IN THE COURT OF COMMON PLEAS
: OF CUMBERLAND COUNTY,
: PENNSYLVANIA
: ORPHANS' COURT DIVISION
On Petition of Michael L. Zeigler : NO. 21-12-0627
PETITION FOR ORDER DIRECTING RESIDUARY DISTRIBUTION FROM THE
ESTATE OF JEAN L. ZEIGLER FOR THE BENEFIT OF A MINOR AND TO
APPOINT PETITIONER AS GUARDIAN OF THE ESTATE OF THE MINOR
AS TO TIIE RESIDUARY DISTRIBUTIVE SHARE
TO THE HONORABLE PRESIDENT JUDGE OF SAID COURT:
NOW COMES,Petitioner, Michael L. Zeigler,by and through his attorney,Linda J. Olsen,
Esquire, and files the within Petition for Order Directing Residuary Distribution from the Estate of
Jean L.Zeigler for the Benefit of a Minor and to Appoint Petitioner as Guardian of the Estate of the
Minor as to the Residuary Distributive Share, and in support thereof, avers as follows:
I. HANNAH ZEIGLER,the minor,currently resides with her mother,Sarah Zeigler,at
15579 Catamaran Court, Dumfries, VA 22025-124$,
2. As of the date of the filing of this Petition,I IANNAII ZEIGLER is fifteen(15)years
of age, her date of birth being December 31, 1997. c
3. HANNAH ZEIGLER has never been married.
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4. HANNAH ZEIGLER is not a patient in a mental hospital.
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5. The Petitioner is HANNAH ZEIGLER's uncle.
6. Petitioner,MICHAEL L.ZEIGLER,resides at 312 N. 2"d Street,Wormleysburg,PA
17043; he is 64 years of age, his date of birth being March 6, 1949,
7, HANNAH ZEIGLER's grandmother, JEAN L. ZEIGLER, died on May 4, 2012,
leaving a Last Will and Testament dated August 3,2009(the"Will"). A copy o'fthe Will is attached
hereto as Exhibit"A."
8. The aforesaid Will named MICHAEL L.ZEIGLER as Executor.
9. Letters Testamentary on the Estate of Jean L. Zeigler were issued by the Register of
Wills of Cumberland County Pennsylvania and were granted to MICHAEL L.ZEIGLER,Petitioner
herein,,on June 6, 2012.
10. Article V of the Will of Jean L. Zeigler devised and bequeathed the residue of her
estate to her sons, Michael L. Zeigler and Randy E. Zeigler,per stirpes.
11. Randy E. Zeigler predeceased Jean L. Zeigler in 2011.
12. HANNAH ZEIGLER is the daughter of Randy E. Zeigler, and she is entitled to
receive her deceased father's share of the Estate of Jean L. Zeigler.
13. HANNAH ZEIGLER's residual share of the Estate of Jean L. Zeigler is
approximately Forty Thousand($40,000.00)Dollars. A statement of the account is attached hereto
as Exhibit `B."
14. HANNAH ZEIGLER cannot legally receive her inheritance until she is eighteen(18)
years of age.
15. The names and addresses of those person(s)who would be the intestate heirs(or next
of kin)of HANNAH ZEIGLER are as follows: Sarah Zeigler(mother),of 15579 Catamaran Court,
Dumfries, VA 22025-1248.
16. Sarah Zeigler,mother of HANNAH ZEIGLER,joins in this Petition, Her Joinder is
attached hereto as Exhibit "C."
WHEREFORE,Petitioner respectfully requests that this Court enter an order pursuant to 20
Pa.C.S.A. §5101 appointing MICHAEL L. ZEIGLER as Guardian of the Estate of the Residual
Distributive Share of HANNA ZEIGLER and directing that MICHAEL L. ZEIGLER,Executor of
the Estate of Jean L. Zeigler, shall distribute to Petitioner, the total residual share due HANNAH
ZEIGLER,to be held by MICHAEL L. ZEIGLER and used for the benefit of HANNAH ZEIGLER
until she reaches eighteen years of age, at which time any remaining principal and accumulated
income shall be distributed to HANNAH ZEIGLER outright.
Respectfully submitted,
Hazen Elder Law
Date: lef Z By: v
L Isen, Es ire
Attorney ID No. 92858
2000 Linglestown Road, Suite 202
Harrisburg, Pennsylvania 17110
(717)540-4332
lolsenl�hazenelderlaw.com
Attorney for Petitioner
VERIF—CATION
I verify that the statements made in this Petition are true and correct. I understand that false
statements herein are made subject to the penalties of 18 PA.C.S. § 4904, relating to unsworn
falsification to authorities.
Michael E. Zeigle
LAST WILL AND TESTAMENT
OF
JEANL. ,ZEIGLER
I, JEAN L. ZEI+GLER, now domiciled in Cumberland County, Pennsylvania, declare
this to be my Last Will and Testament. I revoke all other wills and codicils that I may have
previously made.
Article I
My just debts and expenses of my last illness, funeral, and administration of my estate
shall be paid by my Executor from the principal of my residuary estate as soon as practicable
after my death.
Article II
All inheritance, estate, and succession taxes (including interest and penalties thereon, but
not including any generation skipping tax) payable by reason of my death shall be paid out of
and be charged generally against the principal of my residuary estate without reimbursement
from any person. This provision is not a waiver of any right which my Executor has to claim
reimbursement for any such taxes which become payable as the result of any property over
which I have the power of appointment.
Article III
I give, devise and bequeath my tangible personal property in accordance with any
memorandum I have handwritten or signed, located with my will or with my valuable papers and
found within 30 days of the probate of my will. Gifts may only be to persons who survive me or
to organizations which exist at my death, and if there is a conflict, the memorandum having the
latest date shall govern. To the extent no such memorandum is found, or all of my tangible
personal property is not disposed of pursuant thereto, my tangible personal property shall be
added to my residuary estate and pass under Articles IV and V hereof.
Article IV
If my spouse, EDWARD L. ZEIGLER, survives me by one hundred seventy (170)
days, I give, devise and bequeath to my spouse cash, securities or other property of my estate
having a value equal to the amount, if any, that my spouse would be entitled to receive if he
exercised his elective share rights as set forth in section 2201 et seq. of the Pennsylvania Probate,
Estates and Fiduciaries Code (the "PEF Code"); provided, however, that this bequest shall be
reduced to the extent my spouse has waived the right to elect under PEF Code section 2207 or
forfeited the right to elect under PEF Code section 2208_ In computing the amount of this
bequest, it shall be assumed that my spouse has elected under PEF Code section 2204(c) to retain
all beneficial interests in property that he would otherwise be required to disclaim if he exercised
his elective share rights.
Provided my spouse survives me for one hundred seventy (170) days and he has not
waived or forfeited his elective share rights, it is my intention, that as a result of my death, he
receive property having a value equal to (but not more than) that which he would receive if he
were to exercise his elective share rights.
My Executor shall have the sole discretion to select the assets which shall constitute this
bequest. If my spouse does not survive me by one hundred seventy (170) days, or in the event
my spouse (or his legal representative) disclaims any portion of this bequest, this bequest, or the
disclaimed portion thereof, shall be distributed as part of my residuary estate.
This bequest shall be distributed, in trust, to my hereinafter-named Trustee to be held,
administered and distributed as follows:
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A. To expend and apply so much of the net income and so much of the principal of
the Trust as the Trustee shall consider advisable for the support, health, and care of EDWARD
L. ZEIGLER, for the remainder of his lifetime.
B. In the event of EDWARD L. ZEIGLER's death, the trust shall terminate, and
the remaining principal and accumulated income of the trust shall be distributed in equal shares
outright to my children, MICHAEL L. ZEIGLER and RANDY E. ZEIGLER,per stirpes.
C. No beneficiary or remainderman of this Trust shall have any right to alienate,
encumber, or hypothecate his interest in the principal or income of the Trust in any manner, nor
shall any interest be subject to claims of his creditors or liable to attachment, execution, or other
processes of law,
D. I hereby appoint my son, MICHAEL L. ZEIGLER, as Trustee of any Trust(s)
created in this Will for the benefit of my spouse. In the event of the renunciation, death, or
inability to act, for any reason whatsoever of MICHAEL L. ZEIGLER I nominate, constitute
and appoint my son, RANDY E. ZEIGLER, successor Trustee, of any Trust(s) created in this
Will for the benefit of my spouse.
E. In order to carry out the purposes of the Trust established by this Will for the
benefit of EDWARD L. ZEIGLER, the Trustee, in addition to all other powers granted by this
Will or by law, shall have the following powers over the Trust estate, subject to any limitations
specified elsewhere in this Will:
(a) to retain in the form received and/or to sell either at public or private sale,
any real estate or personal property except that which I specifically bequeath herein;
(b) to manage real estate;
(c) to invest and reinvest in all forms of property without being confined to
legal investments, and without regard to the principal of diversification;
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(d) to exercise any option or right arising from the ownership of investments;
(c) to compromise claims without court approval and without consent of any
beneficiary;
(f) to file fiduciary/income tax returns and pay the tax due for any year for
which such a return is required;
(g) to make distributions in cash or in kind, or in both, and to determine the
value of any such property;
(h) to employ any attorney, investment advisor, or other agent deemed
necessary by my Executor; to pay from my estate reasonable compensation for all their
services;
(i) to conduct alone or with others, any business in which I am engaged in or
have an interest in at the time of my death; and
(j) to receive reasonable compensation in accordance with their standard
schedule of fees in effect while their services are performed.
Article V
All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
situate, I give, devise and bequeath to be equally divided between my children, MICHAEL L.
ZEIGLER, of Wormleysburg, Pennsylvania, and RANDY E. ZEIGLER, of Dumfries,
Virginia,per stirpes. If either of my children fails to survive me by thirty (30) days, but leaves
descendants who survive me by thirty(30) days, those descendants shall receive,per stirpes, the
share the child would have received had he or she survived me by thirty(30) days. The share of
any deceased child who does not have living issue shall be divided and distributed to my
remaining child,per stirpes.
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Article VI
It is my intent that all life insurance, annuities, individual retirement accounts and any
other assets in which I may designate a beneficiary will pass to the beneficiary that I have named
and will not be controlled by the provisions of this Will. It is also my intent that any assets I own
jointly with another with rights of survivorship or a presumed right to survivorship which such
joint ownership was created before or after this Will, will pass to the surviving joint owner and
will not be controlled by the provisions of this Will.
Article VII
I nominate, constitute and appoint my son, MICHAEL L. ZEIGLER, as Executor of my
Last Will and Testament. In the event of the renunciation, death, or inability to act, for any
reason whatsoever of my Executor, I nominate, constitute and appoint my son, RANDY E.
ZEIGLER, successor Executor of my Last Will and Testament. I direct that my Executor or
successor Executor be permitted to serve without bond. In addition to those powers granted by
law, I grant them power to distribute in cash or in kind, in like or in unlike shares, and to file any
qualified disclaimer I could have filed if living. My Executor or successor Executor shall receive
reasonable compensation for services rendered to my estate.
Article VIII
In addition to the powers conferred by law, I authorize my Executor or successor
Executor, in his absolute discretion:
(a) to retain in the form received and to sell either at public or private sale, any real
estate or personal property except that which I specifically bequeath herein,
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
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(d) to exercise any option or right arising from the ownership of investments,
(e) to compromise claims without court approval and without consent of any
beneficiary,
(f) to file any federal income tax return for any year for which I have not filed such
return prior to my death,
(g) to make distributions in cash or in kind, or in both, and to determine the value of
any such property,
(h) to employ any attorney, investment advisor, or other agent deemed necessary by
my Executor or successor Executor, and to pay from my estate reasonable compensation for all
their services,
(i) to conduct alone or with others, any business in which I am engaged in, or have
an interest in at time of my death, and
0) to receive reasonable compensation in accordance with their standard schedule of
fees in effect while their services are performed.
IN WITNESS WHEREOF, I, JEAN L. ZEIGLER, hereby set my hand to this my Last
Will and Testament, on 2009, at Harrisburg, Pennsylvania.
t �S,
NL. AIG R
In our presence, the above-named JEAN L. ZEIGLER signed this and declared this to
be her Last Will and Testament and now at her request, in her presence, and in the presence of
each other, we sign as witnesses.
Name Address
2000 Linglestown Rd., Suite 202, Harrisburg, PA 17110
2000 Linglestown Rd., Suite 202, Harrisburg, PA 17110
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I, JEAN L. ZEIGLER, Testatrix, who signed the foregoing instrument, having been
duly qualified according to law, acknowledge that I signed and executed this instrument as my
Will, and that I signed it willingly as my free and voluntary act for the purposes therein
expressed.
Sworn to or affirmed and
Acknowledged before me by
JEAN L. ZEIGLER, the Testatrix
on,If�G�`g�,S 5 2009.
Notary Public 0 0 J L. &IGP6V
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
I orime Eggers WOOdwrae,Notary Public
City of Harriebup,DawNn Courtly
MYCor mlealonEViresAug.14.2011
We, the undersigned witnesses who signed the foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the Testatrix sign and execute
this instrument as her Will; that she signed and executed it willingly as her free and voluntary act
for the purposes therein expressed; that each of us in her sight and hearing signed the Will as
witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or
more of age, of sound mind, and under no constraint or undue influence.
Sworn to or affirmed and
Subscribed to before me
by Lt 1Ctri .�
and (L�F(? n:Pn �..a itn ss
witnesses, on {, 9 2009.
P QjaAa'Ay�
Witn
cl��d�
Notary Public 6 0 COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Corime Eggers WOodhouse,Notary Public
City of Harrtsbra9.Dargtdn County
MY Oxmnlasbn Erylres Aug.14,2011
7
ESTATE OF JEAN L.ZEIGLER-EXHIBIT"A"
DOD 5/4/2012
Assets DOD Value
Ameri rise Financial-IRA#020143222766002 benef. spouse) $ 3,022.41
Ameri rise Financial-IRA#020148563396002 benef. spouse) $ 2,470.92
Real Property-108 Salt Rd. Enola $ 140,000.00
Real Property sale: School taxes adjustment Line 407:2/15/13-7/1/13 $ 480.56
Real Pro ert sale: 1st Qrt. Sewer adjustment Line 408:2/15/13-4/1/13 $ 69.00
Balance of sale funds escrowed for inheritance taxes
Auto-2007 Buick LaCross-Kell BB(fair) $ 9,000.00
Personalty from house $ 450.00
TOTAL $ 155,492.89
Reimburse
Expenses Amount Paid Edward To be Paid
AI ha Diagnostics, LLC $ 285.33
Barbara Zeigler-cleaning/house 6/9/12 $ 50.00
Barbara Zeigler-yard maintenance 7/31/12 $ 50.00
Comcast-5/7/12 $ 76.71 $ 76.71
Cumberland Law Journal-estate notice $ 75.00
Emily Zeigler-yard maintenance 6/9/12 $ 100.00
Emil Zei ler- and maintenance 6123/12 $ 100.00
Emil Zei ler- and maintenance 7/9/12 $ 100.00
Emily Zeigler-yard maintenance 7/24/12 $ 100.00
Emily Zeigler-yard maintenance 7 130/12 $ 100.00
Emily Zeigler-yard maintenance 9/11/12 $ 100.00
Emily Zeigler-yard maintenance 10/21/12 $ 125.00
Executor fee-Michael Zeigler $ 4,947.00 $ 4,947.00
J E Electric-install baseboard electric heat/upstairs bedroom $ 425.00 $ 425.00
Hazen Elder Law $ 6,900.00
Hazen Elder Law-disbursements $ 16.32 final disb.
Integrity Bank-fee for checks $ 22.29
Internist's of Central PA $ 101.70
Kantor&Thatch Assoc. $ 13.08
Lititz Mutual Ins. -homeowners 10/20/12 $ 97.00
Mike Shealy-radon mitigation for house 1/23/13 $ 795.00
Nicole Zeigler-houscleanin /house 8/28112 $ 320.00
Nicole Zei ler-houscleanin /house 9/11112 $ 50.00
Msici�ans/10/12 $ 22.03 $ 22.03
/8/12 $ 21.12 $ 21.12
111/12 $ 19.29 $ 19.29
/10/12 $ 20.28 $ 20.28
/11/12 $ 24.87 $ 24.87
10/9/12 $ 22.12 $ 22.12
11/8/12 $ 21.39 $ 21.39
12/7/12 $ 19.53 $ 19.53
s Rehab $ 32 87
Pinnacle Cardio $ 6.84
PP&L Electric-5/1 0/12 $ 21.18 $ 21.18
PP&L Electric-6/8/12 $ 18.39 $ 18.39
PP&L Electric-7/10/12 $ 19.86 $ 19.86
PP&L Electric-8110/12 $ 48.07 $ 48.07
PP&L Electric-917/12 $ 51.70 $ 51.70
PP&L Electric- 10/9/12 $ 30.41 $ 30.41
PP&L Electric-11/8/12 $ 14.24 $ 14.24
PP&L Electric-1217/12 $ 13.11 $ 13.11
Real Estate closing costs-seller assist HUD-1 Line 502&508 $ 12,086.80
Real Estate expense at closing/County Taxes 1/1/13-2/15/13 Line 510 $ 54.68
Real Estate tax-Debbi Lu old Trees. 12/11/12 $ 1,418.73
Register of Wills-probate fees $ 261.50 $ 261.50
Register of Wills-additional probate fees $ 50.00
Register of Wills-filing fee for Inheritance tax return $ 30.00
Register of Wills-additional short carts. $ 8.00
Sadler Oil Co. 11/12112 $ 369.90
Sadler Oil Co. 12/29/12 $ 379.90
Sadler Oil Co. 1/21/13 $ 374.90
The Sentinel-estate notice $ 221.40
Verizon-5/21/12 $ 67.28 $ 67.28
Verizon-6/21/12 $ 21.63 $ 21.63
Reserve for disbursements $ 50.00 $ 50.00
Total $ 30,771.45 $ 1,247.71 $ 4,997.00
TOTAL TAXABLE ASSETS $ 155,492.89
LESS TOTAL EXPENSES $ (30,771.45)
LESS INHERITANCE TAX PAID $ (4,036.26)
LESS IRA'S DISBURSED TO BENEFICIARY SPOUSE $ (5,493.33)
TOTAL $ 115,191.85
DISTRIBUTION
Beneficiary Distributions
Edward L.Zeigler-Testaments Trust $ 29,346.94
Michael L.Zei ler $ 42,922.46
Hannah Zeigler-Less$2,000.00 Reserve for Guardianship
appointment 40,922.45
TOTAL $ 113,191.85
*Actual cash distribution may increase or decrease based on receipt of additional assets or income,
presentation of an obligation, and/or payment of additional expenses.
IN RE: ESTATE OF JEAN L. ZEIGLER : IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
: PENNSYLVANIA
ORPHANS' COURT DIVISION
On Petition of Michael L. Zeigler : NO. 21-12-0627
JOINDER
I, Sarah Zeigler, mother of Hannah Zeigler,join in this Petition for Order Directing
Residuary Distribution From the Estate of Jean L. Zeigler for the Benefit of a Minor and to
Appoint Petitioner as Guardian of the Estate of the Minor as to the Residuary Distributive Share.
Witness
A igler
STATE OF VIRGINIA /, J
COUNTY OF
SS
ON THIS,the day of ,2013,before me a Notary Public,personally
appeared Sarah Zeigler, known to me to be the person whose name is subscribed to the within
instrument and acknowledged that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal.
N y ublic
M�woAOS r�cla
— . ._ . . .. . - COMMONWEALTH OF VIRGINIA
- - � ' MY COMMISSION IXPIRES OCT.37,2015
COIdMIS810N 87500053
IN RE: ESTATE OF JEAN L. ZEIGLER : IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
On Petition of Michael L. Zeigler : NO. 21-12-0627
CERTIFICATE OF SERVICE
I, Linda J. Olsen, Esquire, certify that on October 7, 2013, 1 served a true and correct
copy of the within PETITION FOR ORDER DIRECTING RESIDUARY DISTRIBUTION
FROM THE ESTATE OF JEAN L. ZE.IGLER FOR THE BENEFIT OF A MINOR AND
TO APPOINT PETITIONER AS GUARDIAN OF THE ESTATE ;' THE MINOR AS
TO THE RESIDUARY DISTRIBUTIVE SHARE on the parties named below, by depositing
same in the United States mail, postage prepaid as follows:
Hannah Zeigler
c/o Sarah Zeigler
15579 Catamaran Ct,
Dumfries, VA 22025-1248
Michael Zeigler
312 N. 2"d St.
Wormleysburg, PA
Respectfully Submitted,
/4/7 113 _
Date
4inda e E. 92858
2000 Linglestown Rd., Suite 202
Harrisburg, PA 17110
(717) 540-4332