HomeMy WebLinkAbout08-25-14 (3) J 1505610143
REV-1500 Ex`oz_„>
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania County Code Year File Number
Bureau of Individual Taxes �PpRTMENTOFREVENUE
Po Box.2soso� INHERITANCE TAX RETURN
Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 14 QO� ��
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
05 25 2014 08 02 1925
Decedent's Last Name Suffix DecedenYs First Name MI
ZEIGLER EDWARD L
(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
a1. Original Return � 2. Supplemental Return � 3. Remainder Return(Date of Death
Prior to 12-13-82)
� 4. Limited Estate � 4a. Future Interest Compromise 5. Federal Estate Tax Return Required
(date of death after 12-12-82) ❑
� g Decedent Died Testate � Decedent Maintained a Living Trust 8. Total Number of Safe De osit Boxes
(Attach Copy of Will) ❑ (Attach Copy of Trust) P
� 9. Litigation Proceeds Received � �Q,Spousal PovertY Credit(Date of Death � 11.Election to tax under Sec.9113(A)
between 12-31 51 and 1-1-95) (Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number '
1
LINDA J OLSEN ESQ 717 540 4332� �
� � � �
REGISTEk7��ILLS U�ONI��
t: ' -?�7 C.� �c�
t-� ..,_ C7 .....�
First Line of Address ��•f �> �"'"'"' � ��"�
2000 LINGLESTOWN ROAD � r � � '�
�'� �7 n
. ,..; � �
Second Line of Address ` � ,"��� � � � '
SUITE 202 , �,� rv r rn *
DATE FILED � � p �
City or Post Office State ZIP Code w �
HARRISBURG PA 17110
CorrespondenYs e-mail address: lolsen(cahazenelderlaw.com
Under penalties of pery'ury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer o r than the personal representative is based on all information of which preparer has any knowledge.
SIGNAZU i�N RES�SIBLE R FILING R�T DATE
f J �',�I �
r � Michael L.Zei ler
ADD SS
312 N. 2nd St., Lemovne, PA 17043
SIGN U F PREPARE THER T R PRESENTATIVE DATE
Linda J. Olsen Esq. - l-�c�
D S
2000 Linglestown Road, Harrisburg, PA 17110
� Side 1 �
1505610143 1505610143
�
� 1505610243
REV-1500 EX
DecedenYs Social Security Number
DecedenYsName: Ze1gI@I'� EdW11'd L.
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1.
2. Stocks and Bonds(Schedule B)............................................................................. 2.
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages&Notes Receivable(Schedule D)........................................................ 4.
5. Cash, Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 17 ,2 7 4 . 2 6
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous�q Probate Property
(Schedule G) U Separate Billing Requested............ 7. 62 , 0 63 . 4 0
8. Totai Gross Assets(total Lines 1 through 7)........................................................ g. 79,337 . 66
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 3 ,2 3 6. 2 7
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 43 . HO
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 3 ,2 8 0 . 0 7
12. Net Value of Estate(Line 8 minus Line 11).......................................................... �2. 7 6, �5 7 . S 9
�3. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13.
14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... �4. 7 6, �5 7 . 5 9
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116 15. 0 . 00
(a)(1.2)X.00
16. Amount of Line 14 taxable '7 6 0 5 7 . 5 9 16. 3 4
at lineal rate X .045 � . 22 • 5 9
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 0 0 17. 0 . 0 0
18. Amount of Line 14 taxable
at collateral rate X.15 0 . 0 0 18. 0 . 0 0
19. TAX DUE................................................................................................................ 19. 3 , 422 . 59
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. �
Side 2
� 1505610243 1505610243 �
REV-1500 EX Page 3 File Number 21-14
Decedent's Complete Address:
DECEDENT'S NAME
Zeigler, Edward L.
STREET ADDRESS
1100 Grandon Way
CITY STATE ZIP
Mechanicsburg PA 17050
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (1) 3,422.59
2. Credits/Payments
A. Prior Payments 3,251.46
B. Discount 171.13
Total Credits(A +B) (2) 3,422.59
3. Interest �3�
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. �4�
Check box on Page 2,Line 20 to request a refund
5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 0.�0
Make Check Pa able to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred:............................................................................... � �
b. retain the right to designate who shall use the property transferred or its income:.................................. ❑ �
c. retain a reversionary interest;or............................................................................................................... ❑ ❑X
d. receive the promise for life of either payments,benefits or care?............................................................ � 0
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without ❑ ❑
receiving adequate consideration?.................................................................................................................... x
3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... � ❑
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary designation?.................................................................................................................. � ❑
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 of death on or after July 1,1994 and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(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 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 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 decedenYs lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)].
. The tax rate imposed on the 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 wmmon with the decedent,whether by blood or adoption.
Rev-1508 EX+(��.�0)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OFREVENUE
INHERITANCETAXRETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Zei ler, Edward L. 21-14
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointlyowned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 PNC Bank checking acct.#51-4010-9932 17,274.26
TOTAL(Also enter on Line 5, Recapitulation) 17,274.26
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev. 11-10)
Rev-1510 EX+(08-09)
SCHEDULE G
pennsylvania lNTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Zei ler, Edward L. 21-14
This schedule musl be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
NUMBER THE DA ENOF TRANSFERSATfACFI A COPY OF TIHE DEED�OREREAL ESTAT�E. VALUE OF ASSET �NTEREST (IF APPLICABLE) VALUE
1 Ameriprise acct.#1939 2603 7001 -beneficiary is 31,833.01 31,833.01
decedenYs son,Michael Zeigler
2 Testamentary Trust fbo Edward L.Zeigler- 30,230.39 30,230.39
Ameriprise#287477012133-Beneficiaries are
decedent's son,Michael Zeigler and granddaughter,
Hannah Zeigler
TOTAL(Also enter on Line 7, Recapitulation) 62,063.40
(If more space is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule G(Rev.08-09)
REV-1511 EX+��O-09)
pennsylvania SCHEDULE H
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
INHERITANCETAXRETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Zei ler, Edward L. 21-14
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
N MBER
A. FUNERAL EXPENSES:
See continuation schedule(s)attached 103.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Year(s)Commission Paid
2. Attorney's Fees Hazen Elder Law 2,800.00
3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation)
Claimant
Street Address
City State Zip
Relationshio of Claimant to Decedent
4. Probate Fees Register of Wills 130.00
5. AccountanYs Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 203.27
See continuation schedule(s)attached
TOTAL(Also enter on line 9, Recapitulation) 3,236.27
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Zeigler, Edward L. 21-14
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Ex enses
1 Auer Cremation Services 103.00
H-A 103.00
Other Administrative Costs
2 Patriot News-obituary �gg,27
3 Register of Wills-filing fee for Petition 15.00
H-B7 203.27
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 EX+(�y-08)
SCHEDULE 1
pennsylvania DEBTS OF DECEDENT,
DEPARTMENTOFREVENUE MORTGAGE LIABILITIES AND LIENS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Zei ler, Edward L. 21-14
RepoR debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESGRIPTION OF DEATH
1 Omni Care Pharmacy 43.80
TOTAL(Also enter on Line 10, Recapitulation) 43.80
(If more space is needed,additional pages of the same size)
Copyright(c)2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-08)
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Zei ler, Edward L. 21-14
RELATIONSHIP TO
NUMBER NAME AND ADDRESS OF DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE
PERSON(S)RECEIVING PROPERTY (Words) ($$$)
Not List Trustee s
I� TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116 a 1.2
1 Hannah Zeigler Grandchild 33%of Estate
15579 Catamaran Ct.
Dumfries,VA 22025
2 Michael L. Zeigler Son 67%of Estate
312 N.2nd St.
Lemoyne, PA 17043
Tota I
Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate.
NON-TAXABLE DISTRIBUTIONS:
II• 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 SHEET
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01-10)
REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
No. 2014- 00612 PA No. 2�- 14- 0612
Estate Of: EDWARD L ZEIGLER
(Fi�sL Middle,Lastl
La t e Of: HAMPDEN TO WNSHIP
CUMBERLAND COUNTY
Deceased
Soci al Securi ty No: 201-18-8912
WHEREAS, on the 14 th day of Augus t 2014 an ins trumen t da ted
November llth 2002 was admitted to probate as the last will of
ED WARD L ZEIGL ER
(First,Middle,Lastl
late of HAMPDEN TOWNSH/P, CUMBERLAND County,
who died on the 25th day of May 2014 and,
GtTHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, LISA M. GRA YSON, ESQ. , Regi s ter of Wi 11 s in and
for CUMBERLAND County, in the Commonweal th of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
MICHAEL L ZEIGLER
who has duly qualified as EXECUTOR(R/Xl
and has agreed to administer the estate according to law, all of which
fu11y appears of record in my offi ce a t CUMBERLAND COUNTY COURT HOUSE,
CARL/SLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 14th day ofAugust 2014.
. e ter of Will
�.
ep ty
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
�
n
�^ �� ..,�;T;
LAST WILL AND TESTAMENT ?�=r� --
OF ��z.: ::� -__-
EDWARD L. ZEIGLER �LY��� =' -
=, -
-���-
--,� , �+'' --
:7�_: --� - -_
I, EDWARD L. ZEIGLER, of Cumberland County, Pennsylvani�, declare�f�is to��n
be my Last Will, hereby revoking all prior wills and codicils. ��`-'
�
� FUNERAL EXPENSES
FIRST: I direct the payment of my funeral expenses, including my gravemarker,
as soon as may be convenient after my death.
PAYMENT OF DEATH TAXES
SECOND: 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 administration of my estate.
PERSONAL PROPERTY
THIRD: I bequeath those items of my household furnishings, personal effects,
and personal property as I may set forth in a separate signed memorandum to the persons
named in that memorandum.
DISTRIBUTION OF RESIDUE ,
FOURTH: I give two-thirds of the residue of my estate to my son, Michael L.
Zeigler, and one-third of the residue of my estate to my son, Randy E. Zeigler, providing
they shall survive me for a period of thirty(30) days. The share of any child who
predeceases me or dies on or before the thirtieth day follo�ving my death shall be
distributed to his or her issue, per stirpes, living on the thirty-first day following my
death, and in default of any such then-living issue, such share shall be added to the share
or shares for my other children.
_ PROTECTION OF BENEFICIARIES
(Spendthrift Provision)
FIFTH: No interest in income or principal shall be assignable by a beneficiary or
available to anyone having a claim against a beneficiary before actual payment to the
beneficiary.
INTERCHANGEABILITY OF LANGUAGE
NINTH: Words used in the singular may be read to include the plural or the
plural may be read as the singular. Similarly, the masculine form may be read to include
the feminine and neuter; the feminine may be read to include the masculine and neuter;
� and the neuter may be read to include the masculine and feminine.
HEADINGS
TENTH: The headings used on the various paragraphs of this will are included
for convenience only and shall have no legal significance.
I have signed this will this /1 t� day of November, 2002
�� 9 !
Edward L. Zeigler
�
Thomas J. hrens
_ ,
As ley J. i n�ck
��..�x�.� , _ ��-� �.k _ .�.. ..:� : , „ . :
�t,,
:.��
1'erforma.�lce Checlzi�ig S�:ater�ieY�t � P�I��F3ATJK
f��c. ts:,��� ��. �
Prirnaty accounY number:51-�010-9932
Pac�e 1 of A
For tt�o period 04/30/2094 ta 05l29/2094 Number of enclosures:0
r ,,,, OOOIIO?
'T'�'` EDWARD L ZEIGLER C� For 2�-liour b�nkinc�,r�nd trans�ction cr
"'��� �'interest rate inform2tion,sign on to
� •z 312 N 2ND ST PNC Eank Online Banking at pnacom.
LEMOYNE PA 17043-1103 $' Forcustomerservicecall i-888-PNC-BANK
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I�or l�cairin:;in;pairrr,l riionis<rnlv
Performance Checking Ed�vard L 2eic�ler
Interest Checking Qccount Summary
Account t�umber. 51-4010-9932
tl�erd�aft Protection has not been establishecl for this account.
Please contact us if you would like to set up this service.
Overdraft Coaerag�a-Your account is currently�►pted-Out.
You or yaurjoint owner may revake your opt-in or opt-out clioice at any time.
To ieam more about PN�Ovcrdrah Solu;ions visit us onlina at pnc.com,'overdrahsolutions.
Call 1-877-588-3605,:+is�t any branch,or Sign an to PNC Gnlina BanYinc�,and salect ths"dvcrdraft
Solutions"link under tha Account San�ices section to manage hoth;>our Ovcrdraf[CovGra�c ancl Ot�ardraft
Protzctfon setcinqs.
QB�aIiC@ 'JliOiM�l'�
Begir.ning Ceposits ar,d Ch�cks ard ather ��r,dirg
balance other ad�itions datluctior�, bala�ce
15�118.ti(i ",`?8O.75 I'?-l.:i.'"i l`I,"i�1�.•IO
A�.�erage mor,Fi:ly Crarges
balance and fees
1 r,l�l`s.�)it .G(i
Transaction Summary
ChecEs paid/ Check Card PGS Check Card'L�ar.kcard
with�rawals signed transactions !'OS PItJ transacUOrs
:� (i ()
Total ATIv; PWC E�ank Other G�an{c
transacuons ATM trarsactions ATF,1 transact�ors
o r� �f
Interest Summary As af 05/29,a Eotal of$.77 in interest was
�aid zhis year.
Anr�al Percer.tage (d�mber ot da;s Average collectEd Interest Paid
Yteld Eamed(APYE} in intere,t peri:d b.ilance farAPYE U�i, �;eriad
O_ii7% S(i l;,1-1�3.�ii; .1•1
�'yt1'�=
S r ,�
r
PNOM�T01-JOB70739-l40-NNPdN N N•002-002�04
Performance Checking Statement
For the period 04/30/2014 to OS/28/2014
�For 24hour information,sign on to PNC Bank Online Banking EDWARD L ZEIGLER
on pnc_oom. Primary a000unt number.51-4010-9932
Account number:51-401U.9932-cootinued Page 2 of 4
A�cdvity Detail
Deposits and Other Additions There were 4 Qeposits and OtherAdditions
Date Amouot Oescription totaling$2,280J5.
05/Ol 1,f30�.61 D'u•ect Deposit-U:civ Serv
US Ti•easu�y 31�A ]754724 0 CSA
05/Ol 341.00 Direct Deposit-?�xciv Sc�v
US Ti•c;asu�y 31�F S449146 W CSF
05/20 135.00 D'uect Deposit-AMP Payu�it
Ameriprise Finc\X�X�\6760
05/29 .14 h�tecest Paytnent
Checks and Substitute Checks
CAaek Date Reference Check �ate ReferenCe
number AmouM paid nvmber numDer Amount pald - number
7016 35.00 05/02 or�s�xts9 7020 28.18 05/15 ous;as'lt;
7019* 98.80 05/15 os�x7�9
'Gap in check sequenoe There were 3 checks listed totaling
$101.98.
OnC�ne and Dectronic Banlcing Deductions There were 2 Online or Eledronic Banking
oace amoum oescrtaton Oeductionstotaling SZ2.37.
04/30 20.37 Electrouic Chk Pu�•clusc
Gianc Carlislc 7018 En��lpa
05/06 2.00 D'u•ect Pay�nent•J�a\.\XJC8007
Priority 50 Ptu 1019746
Daily Batance Detaif
Date Balance Date Balanca Oate Balance Date Balanee
04/90 15.097.63 U5/0`L 17?08.24 05/15 17,13�26 05/?9 17,279.40
05/01 17,?48�4 05/06 17,20624 05/2U 17r7426 �
�.���
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LAST WILL AND TESTAMENT ��,,_. '" '; ;
OF �z. � (=��
�`=�� � ...., �;, ,
�" ` '�``
EDWARD L. ZEIGLER �=�: =-=��°.�,_.—�
°c;: ��� •-�.
r�c�.�. -n ;t- �_
� -� _r,
I, EDWAR.D L. ZEIGLER, of Cumberland County, Pennsylvanr�', declare��is to,��
be my Last Will, hereby revoking all prior wills and codicils. � ��'
� FUNERAL EXPENSES
FIRST: I direct the payment of my funeral expenses, including my gravemarker,
as soon as may be convenient after my death.
PAYMENT OF DEATH TAXES
SECOND: I direct that all taxes that may be assessed in consequence of my
death, of whatever nature and by whatever jurisdiction irnposed, shall be paid from my �
residuary estate as a part of the expcnse of adrninistration of my estate. '
PERSONAL PROPERTY
THIRD: I bequeath those items of my household fUrnishings, personal effects,
and personal property as I may set farth in a separate szgned memorandum to the persons
named in that memorandum. � .
DISTRIBUTION OF RESIDUE .
FOURTH; I give two-thirds of the residue of my estate to my son, Michael L.
Zeigler, and one-third of the residue of my estate to my son, Randy E. Zeigler, providing
they shall survive me for a period of thirty(30) days. The share of any chitd who
predeceases me or dies on or before the thirtieth day follawing my death shall be
� � distributed to his or her issue,per stirpes, living on the thirty-first day following my
death, and in default of any such then-living issue, such share shall be added to the share
or shares far my other children.
PROTECTION OF BENEFICIARIES
(Spendthrift Provision)
FIFTH: No interest in income or principal shall be assignable by a beneficiary or
available to anyone having a claim against a beneficiary before actual payment to the
beneficiary.
- ' - - � - . " . ..
TRUSTEE OF ESTATE OF �
MINt7RS AND INCAI'ACITAT�D BENEFTCIARIES
SIXT'T�: Xf any income or principal shall 6e payable to any persaan who shall�be a
rninor or who sh.ail be incapacitated for any reason, my executor, as trustee shaIl haid
such income and principai during minority or incapacity and shatl be entitled to apply
such income and principal tt� the health, maintenance, support and education of such
persan during minority or incapacity wi�h�ut the appvintment of any guardian or
carr►mittee or any authority of court. My trustee shall be entitled to rnake direct
� app�ication hereunder or to make apptication by payment of income and principal to the
parent or other person in charge uf such minor or incapaeitated person, or to his or her ,
guardian or to a custodian under the Uniform Transfers to Minors Act. Trustee may, in
dischazge c�f aII the Tn2stee's duties, pay any minor`s share deemed impractical af
administration ta the parent or other person in charge of t}.ie minor c�r to his or her
guardian or to a custodian for the minor under the Uniform Transfers to Minors Act. Any
remaining �ncome and princtpal ta which such persan shall be en�it�ed shall be distributed
to such person upon such person reaching the age of 18. My Trustee shall tiave the same
powers as my executor and shali serve withaut bond.
POWERS UF EXECUTC)R
SEVENTH: I ct�nfer upon my executgr the right to sell or otherwise convert any
reai or personal praperty at public or private sale, at such time or times, in such manner,
. and for such price or grices, and upon such terms and eonditions as my executar s�ali
determine, and to execute and deliver gvod and suffcient conveyances, assignments and
transfers thereof, without liability of any purchaser for the applicatian of any .
consideration; to borrow money and t�secure its payment by martgage of real or
personal property, pt�dge of inveslments or otherwise, without liability on �}xe part of the
lenders ta see to the application thereof; ta retain any investments at discretion; to invest
and reinvest at discretian, withou�restriction to sa-called "�egal investments;" to make
distributian in cash or in kind; and to da all other acts and things necessary or appropriate
in the management, administration and distribution of my estate.
APPOINTMENT aF EXECUTOR �
EIGHTH: I appoint Michael L. 2eigler, executor af my will. If Michael L.
Zeigier is unable or unwiiling to qualify as executar or having qualified is unable or
unwilling to act, l' then appoint Randy E. Zeigler as executor hereo£ I direct that my
executor shatt not be required to furnish security in any jurisdiction.
. •- � ' -
�
�
INTERCHANGEABTLTTY OF LANGUAGE
NINTH: Words used in the singular may be read to include the plural or the
ptural may be read as the singular. Similarty, the masculine form may be read to include
the feminine and neuter; the feminine may be read to include the mascuIine and neuter;
' and the neuter may he read to include the masculine and feminine.
� HEADINGS
TENTH: The headings used on the vazious paragraphs of this will are included
for convenience only and shall have no Iegal significance.
I have signed this wi11 this /1 t� day of November, 2002
. �� ,
Edward L. Zeigler
�
Thomas J. hrens
As ley J. i mck
. . . . . . =. • . _
I
I
i ACKNQWLEDGEMENT and AFFIDAVIT
i
I
� COMMONWEALTH OF PENNSYLVANIA:
: SS.
COUNTY OF CUMBERLAND :
I, Edward L. Zeigler, the testator in, and Thamas J. Ahrens and Ashley J. Pisanick,
the witnesses to the last will, the attachec� or foregoing instrument, who have signed the
instrument, having been duly qualif ed according to law do depose and say:
(a) that I, the testator, do hereby acknowledge that I signed and executed the
insfrument as my last wi11, fhat I signed it willingly and as my free and
� voluntary act far the purposes therein expressed; and
(b) that we, the witnesses, were present and saw the testator sign and execute the
instrument as his last will, that he signed it willingly and executed it as his free
and voluntary act for the purpases therein expressed; that each of us in the
hearing and sight of the testator signed the will as a witness and that to the best
of our knowledge the testator was at that time 18 or more years af age, of .
sound mind and under no constraint or undue influence.
� .
Edward L. Zeigler
�/ i
Ju
Witness, Thom J. Ahrens
. ���,��
W�tness, .T. Pisanick
Hara��a�s�� �
ADD iL AHRENS.NOTAtn PIJStIC 7
�IIINICSB(fRG BORO. CUNtBERU1NU CQ
MY MISSfON EXPIi�Q�IAY 23 2005
otary Public