HomeMy WebLinkAbout01-0235
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Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Clyde L. Spidel
also known as
No.
21-01-235
, Deceased
Social Security No. 200 - 22 - 7211
Margaret E. Spidel
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
[K) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut r ix named in the last Will of
the Decedent, dated 08/16/1984 and codicil(s) dated None
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
n/a
D B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search haslhave ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
r
Name
Relationship
Residence
I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumber land
County, Pennsylvania with his/her last family
or principal residence at 207 South Stoner Avenue, Borough of Shiremanstown
(list street, number, and municipality)
Decedent, then ~years of age, died 12/20/1996 at Shiremanstown, Cumberland County, PA
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in Pennsylvania
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania
20,000.00
$
$
$
$
situated as follows:
T ed or rinted name and residence
Margaret E. Spidel
207 South Stoner Avenue, Shiremanstown, PA 17011
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
/6-~/5/-'y
Form RW-1 (1991)
..... '-~~
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) or affirrn(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of
the Decedent, Petitioner{s) will well and truly administer the estate according to law.
~[//'1'(d/</[ #d!::~
ar~et E. Spide~
Sworn to or affirmed and subscribed
before me this ~ day of
FEBRUARY , 2001
~//y r2!fi/~ / ~k't',_.j~'v~y
, For the Register '
No.
21-01-235
Estate of Clyde L. Spidel
Deceased
Social Security No: 200 - 22 - 7211 Date of Death: 12/20/1996
AND NOW,
MARCH 1, 2001
, in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary D Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to
Margaret E. Spidel
in the above estate and that the instrument{s) dated
08/16/1984
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Short Certificate(s).
$
6.00
( J:;
7/";/(; 7'Z/h"./ .,(lh/ I,a?,' );?~/(7:01
Rewster of Wills
Letters. . . . . . .
$
50.00
Renunciation.
$
Affidavits (
$
Extra Pages (
) .
$
6.00
Codicil. .
$
JCP Fee.
$
5.00
Inventory.
$
Other . .
$
TOTAL.
$
67.00
Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
Register of Wills of
Cumberland
County, Pennsylvania
OATH OF SUBSCRIBING WITNESS
Estate of
Clyde L. Spidel
No.
21-01-235
also known as
, Deceased
Margaret E. Spidel
James D. Bogar
(each) a subscribing witness to the 0 codiciKs) ~ wilKs) presented herewith, (each) being duly qualified according to law
depose(s) and say(s) that shel hel they was! were present and saw the above Testator(rix) sign the same and that shelhe/they signed as
a witness at the request of Testator(rix) in hislher/their presence and [!] in the presence of each other 0 in the presence of the
other subscribing witness(es).
~~/0~hb
tgnature)
207 outh Stoner Avenue
Shiremanstown, FA 17011
(Address)
~jJ~ (S~wre)
One Wes~et
Shiremanstown, PA 17011
(Address)
Sworn to or affirmed and sub~cribed
before me this
28th
day
of February
. 2001
~ ~h<-:;~J;~Z-/
:';;;':::..n ~.~ ML&/
(Signature and seal of Notary or other official
qualified to administer oaths. Show date of
expiration of Notary's commission.)
NOTE: To be taken by officer authorized to administer oaths.
Please have present the original or copy of instrument(s)
at time of notarization.
~red by the Pennsylvania Bar Association
fright (c) 1996 form software only CPSystems, Inc.
Form'RW-2 (1991)
Tbi<; j<; t" . r ,1.
L()ClllZq~i~t"lr fh: or
In:orma[l()[l here given is correctly copied from an original certificate of death duly filed with me as
,n;11 ,Trtific;1te will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It;s illegal to duplicate this copy by photostat or photograph.
Fee tor ':his ,errificate, $.2.00
Local Registrar
22'>222
',~ .,~ t .F<;;-
/4J"'-7-r/:-~k
Date
3929740
No.
21-01-0235
HI05143Rev.2181
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
1UNT
NAME OF DECEDENT (f.ll. _. LaSll
1. Clyde L. Spidel
AGE (lasl !litl/1day) UNOER I YEAR
~ Days
SEX
z. Ma 1e
STATe flU: NVIoIllER
SOCIAL SECURITY NUMBER OATE OF DEATH (_. 0Iy. YNt)
3.200 - 22 7211 ..December 20,1996
_I\IENT
;;:IHK
UNDER 1 OM
Ho\n ! Minut..
BIRTHPlACE (Cty.nd PLACE OF OEJlI'H (C~eck only one - _ onstrucllOl1$on 0IMt Sode)
SlaIe or ForlloQll CWl'lryIP A HOSPITAl; OTHER:
St. Thomas, InpelienlO ~ 0
~o
I
.1:/
Cumberland
.... Ie.
oeGfOEHT"S USUAL OCCUMION KINO OF BUSlNESSIINOUSTJlY
OI~~:""=~~
11..Maintainer lib. Conrail
DEceDENT'S MAlUNO ADORESS (SIr.... 0ly/TcMn. Slale. Zip Code) DECEDENT'S
207 South Stoner Avenue ~~NCE
Shiremanstown,PA 17011 ~~
RACE. ArnIncaft ......... 8IKk. WhIbI. eIC.
(5pecl~hi te
10.
17.. $lata
MARITAl. STRlJS . IoWrie<\
_M8n1eO. WidOwed.
0MlIe<<l (SpecIIy)
I.. Married
I7C.O ......-.lonI_..
SURVIVING SPOUSE
(II wiI..~.-.~l sher
Margaret E.
Cumberland
Did
-
....In .
-.ship?
......
1lb.
Shiremanstown
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1
DATe OF DISPOSITION
o (Monlll.Oey._> 12-24-96
21b.
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WERE AUlOPSY FINDINGS
~ PRIOR TO
COMPlETION OF CAUSE
OF DEATH?
MANNER OF OERH
DATE Of INJURY
(Monlh. Oey. YNt)
TIME OF INJURY
INJURY !IS WORK?
DESCRIBE HOW INJURY OCCURReD.
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REGlSTRAA'S SIGNATURE AND NUMBER
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.PfIClNOUHCINO AND CERTIFYING PKYSIClAH (...._ bOlt1 prooouncono aeelh and certolyv\g 10 cause 01_'
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, .
21-01-235
1Easllltill attb Wtslamtttl
OF
CLYDE L. SPIDEL
I, CLYDE L. SPIDEL, of the Borough of Shirernanstown, Cunberland Cmmty,
Pennsylvania, make, publish and declare this as and for my Last Will and Testament
hereby revoking all other Wills and Codicils heretofore made by me.
FIRST: I direct the payment of all my just debts and the expenses of my
last illness and ftmeral fran my estate, as soon after my death as conveniently
may be done.
SECOND: I devise and bequeath all the rest, residue and rerna.inder of
my estate of whatever nature and wherever situate, together with any insurance
policies thereon, unto my wife, MARGARET E. SPIDEL, provided she survives me by
sixty (60) days.
'lliIRD: Should my wife, Margaret E. Spidel, predecease me or die on or
before the sixty-first (6Ist) day following my death, I devise and bequeath all
the rest, residue and remainder of my estate of whatever nature and wherever situa e,
together with any insurance policies thereon, unto my children, LINDA S. deCHAMPLA
and NANCY L. FAWBER, in equal shares.
FOUR'lli: In addition to all powers granted to than by law and by other
provisions of this Will, I give the fiduciaries acting hereunder the following
powers, applicable to all property, exercisable without court approval and effecti e
nntil actual distribution of all property:
(A) To sell at public or private sale, or to lease, for any period of
time, any real or personal property and to give options for sales, exchanges or
, ~ leases, for such prices and upon such tenns or conditions as are deemed proper.
~
~ 'a~~ts (:~c~~t:::~::~~:vi:: :~::~ :: :t:::
~\ of real estate and to impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to abandon any property
which is of little or no value.
~,
,
(D) To invest in all fonus of property, including stocks, corrmm
trust funds and nortgage investment funds, without restriction to investments
authorized for Pennsylvania fiduciaries, as are deemed proper, without regard to
any principle of diversification, risk or productivity.
(E) To exercise any option, right or privilege granted in insurance
'policies or in other investments.
(F) To exercise any election or privilege given by the Federal and
other tax laws, including, but not necessarily being limited to, personal income,
! gift and estate or inheritance tax laws.
(G) To make distributions to my herein named beneficiaries in cash or
in kind or partly in each.
FIFTH: I direct that all inheritance, estate, transfer, succession
and death taxes, of any kind whatsoever, which may be payable by reason of my
death, whether or not with respect to property passing under this Will, shall be
paid out of the principal of my residuary estate.
SIX'lli: I nominate and appoint my wife, MARGARET E. SPIDEL, Executrix
of this, my Last Will and Testament. In the event of the death, resignation
or inability to serve for any reason whatsoever of the said Margaret E. Spidel, I
'naninate and appoint my children, LINDA S. deCHAMPIAIN and NANCY L. FAWBER, Co-
i Executrices of this, my Last ~vill and Testament. I hereby relieve my Executrix
1 from the necessity of posting security in connection with her duties as such in
any jurisdiction in which she may be called upon to act insofar as I am able by
law to do so.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my
: Last Will and Testatment, this It' 'flt day of C2--t~~A.~ 1984.
:/
.~. /~'f ;? /~ 1:f' .-;' .'
/1... .' .... / '. . / ,-
(.? >yzd ..- ,-",' ~t"-~ ~.
/tl yde L. Spidel
/ ~
(SEAL)
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.
Address
,.' ,
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I
MEMORANDuM
In conjlID.ction with my Last Will and Testanent, dated
1984, the following infonnation may be of some help to my personal representatives
in the administration of my estate. This infonnation is in no way intended to be
a part of my Will nor to alter in any way anything contained in my said Will.
1. I direct that my last remains be cremated if at all possible and
interred or disposed as inexpensively as possible.
2. I direct and request that there be no viewing or ftmeral service,
! either public or private.
(~"q-- / t
, 1984.
64/4;/ ~Ac:~SEAL)
9lYde L. Spideyr
/
E
---
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Clyde L. spidel
Date of Death: December 20, 1996
will No. 21-01-0235
Admin. No. 2001-00235
To the Register:
I certify that notice of estate administration required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed
to the following beneficiaries of the above-captioned estate on
February 26, 2001:
Name
Address
Margaret E. Spidel
207 South Stoner Avenue
Shiremanstown, PA 17011
74 Allen Drive
Dover, PA 17315
114 Nittany Drive
Mechanicsburg, PA 17055
Linda S. Heims, formerly
deChamplain
Nancy L. Fawber
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except:
None
, Esquire
One West Mai treet
Shiremanstown, PA 17011
(717) 737-8761
Capacity: Personal Representative
X Counsel for Personal
Representative
Date: February 26, 2001
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG. PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
7 ~OU~1''l! e-
ACN' . ,)
04-15-2002
SPIDEL
12-20-1996
21 01-0235
CUMBERLAND
101
'02
hPl:
JAMES D BOGAR ESQ
1 W MAIN ST
SHIREMANSTOWN PA 17011
C.
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REV-1547 EX AFP (Dl-OZl
CLYDE
L
Allount Rellitted
CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
32.28
.00
.00
22,833.00
.00
.00
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV = i54j-Ex-AFP--(ol-:02)--No'~ficE--oF-'rtiHEifi;:ANcE-;--AX-A-PPRAisEirENT~--Aii-owAifcE-(fR----------- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SPIDEL CLYDE L FILE NO. 21 01-0235 ACN 101 DATE 04-15-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes,Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assessment was issued previously, lines
reflect figures that include the total of ~
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate
16. Allount of Line 14 taxable at Lineal/Class A rate
17. Allount of Line 14 at Sibling rate
18. Allount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
NOTE:
.00
.00
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
22,,865.28
00
22,865.28
.00
22,865.28
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
(15)
(16)
(17)
(18)
22,865.28 X 00
.00 X 06
.00 X 00 =
.00 X 15
(19)=
.00
.00
.00
.00
.00
. ... .....",. Kt.~t..Lr'1 (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED" SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1" NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)" YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Clyde L. Spidel
Date of Death: December 20, 1996
Will No.
21-2001-00235
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes __ No __~
2. I f the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: Asbestos litigation pending
3 . I f the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
James D. Eo , Esquire
Name (Please, type or print)
One West Maln St.
Shiremanstown, PA 17011
Address
Date: 01/17/02
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(717) 737-8761
Te 1. No.
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Capacity:
Personal Representative
x Counsel for personal
representative
(MAH:rmf/AM3)
(1)
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Clyde L. Spidel
Date of Death:
December 20, 1996
Will No.
21-01-00235
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
':::::1
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James D. Bogar, Esquire
~~h~ J:;;a~:inty~:. or print)
Sfif\-emanstown, PA 17011
Address
L - ~Nt.J 70.
(717) 737-8761
Te 1. No.
Date: 2/22/02
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REV~ 1500 EX + (6-00)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE I NfTfAL)
S idel Cl de L.
DATE OF DEATH (MM. DO-YEAR)
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
200 - 22 - 7211
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
c./,
OFFICIAL USE ONLY
21-01-00235
NUMBER
REGISTER OF WILLS
SOCIAL ECURITY NUMBER
S idel, Mar aret E.
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
(Attach copy ofWf1I)
~ 9. Litigation Proceeds Received
2.
4a.
7.
Supplemental Return
Future Interest Compromise (date of death after 12- 12-82)
Decedent Maintained a Living Trust
(Attach copy 01 Trust)
Spousal Poverty Credit
(date 01 death between 12-31-91 and 1-1-95)
F.!~T'< 'll"'bf.l'~. '.
,,!;l;! ..m.."
3 date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return ReqUired
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
Soh
James D. Bo ar Es uire
FIRM NAME (If Applicable)
One West Main Street
Shiremanstown, PA 17011
TELEPHONE NUMBER
R
E
C
A
P
I
T
U
L
A
T
I
o
N
3 -8
Real Estate (Schedule A)
Stocks and Bonds (Schedule S)
Closely Held Corporation, Partnership or
Sole-Proprietorship
4" Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing R.equested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Uens (Schedule l) (10)
11. Total Oeductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Une 11)
13. Charitable and Gov uests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Sub"ect to Tax (Line 12 minus Line 13)
o
OFFICIAL USE ONLY
d ;p
N ?:
~~
OJ
~
(8)
22,865.28
(1)
(2)
(3)
None
3V@
]}fjJfie
(11)
(12)
(13)
0.00
22,865.28
(4)
(5)
None
22,833.00
(14)
22,865.28
(6)
None
(15)
(16)
(17)
(18)
(19)
0.00
0.00
0.00
0.00
0.00
None
None
None
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17" Amount of Une 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
22,865.28
x
X
X
X
.0 D
.0 6
.12
.15
Copyright (c) 2000 form software only The LaCKner Group. Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
207 South Stoner Avenue
CITY I STATE I ZIP
Shiremanstown PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
Z. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
Total Credits ( A + 8 + C) (2)
0.00
3. Interest/Penalty jf applicable
D. Interest
E. Penalty
TotallnteresVPenalty ( 0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. {SA}
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Cheek Payable to: REGISTER OF WILLS, AGENT
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""';;:1::':'::::::'::::::':::::::::::::":!:::::!!!::!::!!:::':!!!::"!!!!!!'!::!!!"i:!!!ii:!::!!:i::!!!!,!!!!!!!!!:!!!!l:!i!!l!:!!:l!!!!!::l!!!::!!!!!!!:!,!::!i!i!!!i!i!;:!!::!;!!!:!!!!!!!!!',!!!!!,!!
!!!;;!:!!!!;!;!!'!!!!!!!i;i!'
. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"
1. Did decedent make a transfer and:
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.
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .
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.
0.00
0.00
0.00
0.00
0.00
1111 THE APPROPRIA TEBLOC::KS
Yes No
~~
o
o
o
o
o
o
Under penalties of perjury, I declare that { 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 preparerother than the personal representative Is based on all Information of which preparer has any knowledge.
,
Margaret E. Spidel
207 South Stoner Avenue
-----------------------------------------------------
Shiremanstown, PA 17011
James D. Bogar Esquire
One West Main Street
-----------------------------------------------------
Shiremanstown PA 17011
DATE
S!GNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN
02/22/02
R OTHER THAN REPRESENTATIVE
DATE
02/22/02
For dates of death on or July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 9116 (aJ (1.1) (in
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 Do;."
[72 P.S. 9116 (a) (1.1) Oi)J. The statute does not exemot a transfer to a surviving spouse from tax, 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 July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5"/", except as noted in 72 P.S. 9116(1.2)
[72 P,S, 9116(a)(1 n,
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 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 adoption.
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00}
REV-1503 EX + (1~97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAA RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
Clyde L. Spidel
SSft 200-22-7211
12/20/1996
21-01-00235
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE
NUMBER OF DEATH
1 u.S. Savings Bond - Series EE, $50 denomination, issued 32.28
01/1992, No. L495804956EE
TOTAL (Also enter on line 2, Recapitulation) 32.28
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1503 EX (Rev. 1-97)
REV-1508 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
EST II. TE OF FILE NUMBER
Clyde L. Spidel SS# 200-22-7211 12/20/1996 21-01-00235
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
NUMBER
1
DESCRIPTION
Net Settlement and Distribution - Margaret Spidel, Administratri~
for the Estate of Clyde Spidel, Deceased and in her own right vs.
Consolidated Rail Corporation, et al. I Court of Common Pleas,
Philadelphia County, No. 9906-2087, as per attached Partial
Schedule of Distribution
VALUE AT DATE
OF DEATH
22,833.00
TOTAL (Also enter on line 5, Recapitulation) $ 22,833.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-15G8 EX (R.ev. 1-97)
. . -
MARTIN GREITZER
GENE LOCKS
LEE B. BALEFSKY
MARC P. WEINGARTEN'
MITCHELL S. COHEN
JONATHAN W. MILLER
MICHAEL B. LEH
JAMES J. PETTIT"
. MICHAEL A. GALPERN"
STEPHEN W. WILSON
JOSEPH M. GREITZER
JOSEPH J. MCGILL
CHERYL P. JACOBS
JOHN M. MASON
JERRY A. LlNDHEIM
STEVEN P. KNQWL TON'
JANET WALSH
ANDREW P. BELL'
MARGARET M. ALLEN
HEATHER L. NEULIGHT
KARL FRIEDRICHS
"
GREITZER AND LOCKS
A TIORNEYS AT LAW
1500 WALNUT STREET
PHILADELPHIA, PENNSYLVANIA 19102
NEW YORK. NY
CHERRY HILL. NJ
MEDIA. P.~
215-893-0100
800-334-1147
FAX 215-985-2960
QFCOlJ1\'SEi_
JOHN PAUL CL'RRAN
MARTIN M. KRIMSKY
D. KEVIN LAlJl.iHLlN
KARL N. MCCONNel.!.
E.MAIL ADDREsS
August 28,2001
DIRECT DI\l :\()
(215)g93-J~10
-NOT MEMBER OF PA BAR
tcCR~ "'S A CIVTL TRlALADVOC..TFRV THe NATIONAL 13QA!lDOF
1lUAL ADVOCACY. A PA SUPREME COURT ACCREDITED AGENCY
ttCERTlFIED BY !HE SUPREME COURT OF NJ
AS A CIVIL l1UAL AlTORNEY
Mrs. Margare.t Spidel
207 S. Stoner Avenue
Shirenanstown, PA 17011
RE: Estate of Clyde Spidel - File No. M685l
Settlement with Conrail
Dear Mrs, Spidel:
I am pleased to enclose Greitzer and Locks Check Number 098389, in the
amount of $22,833.00, which represents your portion of the settlement
proceeds with the above-referenced defenda:1::. I have also enclosed a
Schedule of Distribution for your signature. K~ndly s~gn where indicated and
return in the enclosed self-addressed, stamped envelope.
Please note that in your capacity as Adm~nistratrix of the Estate of
Clyde Spidel, you have the legal and fiduciary responsibility to ensure the
.
appropriate distribution of funds to all appropriate persons and to comply
with relevant tax regulations, if any.
Should you have any questions, please feel free to contact me.
Very truly yours,
GREITZER AND LOCKS
WJJuu1MA/~
Michael B. Leh
MEL:rab
Enclosure
MARGARET SPIDEL, ADMINISTRATRIX FOR THE
ESTATE OF CLYDE SPIDEL, DECEASED
AND IN HER OWN RIGHT
VS.
CONSOLIDATED RAIL CORPORATION, et al.
COURT OF COMMON PLEAS
PHILADELPHIA COUNTY
NO. 9906-2087
FILE NO.: M6851
PARTIAL SCHEDULE OF DISTRIBUTION
GROSS AMOUNT OF CURRENT SETTLEMENT
(Conrail 2001-3)
$35,000
LESS GREITZER AND LOCKS FEE (1/3)
$11,667
LESS GREITZER AND LOCKS COSTS
$
500
NET AVAILABLE FOR DISTRIBUTION TO
CLIENTS AT THIS TIME
$22,833
I HEREBY AGREE TO THE ABOVE SETTLEMENT AND DISTRIBUTION.
'7/.7-~/
DATE
?t;gl~e?({(ylC' #cIL-t
GARgrSPIDEL, AD NISTRATRIX
FOR T~ ESTATE OF CLYDE SPIDEL,
DEC'D AND IN HER OWN RIGHT
AEV- 1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Clvde L. Soidel
SStI 200 - 22 - 7211
12/20/1996
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spoLlsal distributions, and
trans'fers under Sec. 9116(a)(1.2:)]
Margaret E. Spidel
207 South Stoner Avenue
Shiremanstown, PA 17011
RELATIONSHIP lO DECEDENT
Do Not List Trustee{s}
1
Spouse
FILE NUMBER
21-01-00235
AMOUNT OR SRARE
OF ESTATE
Rest, residue
and remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON- TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2:000 form software only The Lackner GroLlp, Inc.
0.00
Form REV-1S13 EX (Rev. 9-00)
lLLast lIill aub illtshttlttut
OF
CLYDE L. SPIDEL
I, CLYDE L. SPIDEL, of the Borough of Shiremanstown, CunDerland County,
Permsylvania, IMke, publish and declare this as and for my Last Will and TestanElt
hereby revoking all other Wills and Codicils heretofore made by me.
FIRST, 1 direct the payment of all my just debts and the expenses of my
last illness and funeral frctn my estate, as soon after my death as conveniently
may be done.
SEc:cxID: I devise and bequeath all the rest. residue and remainder of
my estate of whatever nat:tn:'e and wherever situate. together with any insurance
policies thereon, unto my wife, MARG\RET E. SPIDEL, provided she survives Ire by
sixty (60) days.
'ffiIRD: Should my wife, Margaret E. Spidel, predecease me or die on or
before the sixty-first (6lst) day follCMing my death, I devise and bequeath all
the rest, residue and ranai.nder of my estate of whatever nature and vro.erever situa e,
tOgether with any insurance policies thereon, tmto my children, LINIlA. S. dernAMPLA N
and NANCY L. PAmER, in equal shares.
FOURnI: In addition to all ~rs granted to them by law and by other
provisions of this Will, I give the fiduciaries acting hereunder the following
powers. applicable to all property. exercisable without court approval and effecti e
until actual distribution of all property,
(A) To sell at public or private sale, or to lease. for any period of
time, any real or personal property and to give options for sales. exchanges or
leases. for such prices and upon such terms or conditions as are deE'!lTed proper.
(B) To partition. subdivide. or improve real estate and to enter into
"greements concerning the partition, subdivision, improve:nent. zoning or managanen
of real estate and to inpose or extinguish restrictions on real estate.
(G) To c""l'rooD.se any claim or controversy and to abandon any property
of little or no value.
(D) To invest in all fonns of property, including stocks, canmn
trust funds and 1IDrtgage investm::mt funds. without restriction to invest::nB1ts
authorized for Permsylvania fiduciaries. as are deemed proper. without regard to
any principle of diversification. risk or productivity.
(E) To exercise any option, right or privilege granted in insurance
policies or in other invesbIalts.
(F) To exercise any election or privilege given by the Federal and
other tax laws, including, but not necessarily being limited to, personal incane,
gift and estate or inheritance tax laws.
(G) To make distributions to my herein naI'J'ed beneficiaries in cash or
in kind or partly in each.
F'IFIll: I direct that all inheritance, estate, transfer, succession
and death taxes, of ;my kind whatsoever, which may be payable by reason of my
death, whather or not with respect to property passing under this Will, shall be
paid out of the principal of my residuary estate.
srxm, I ncminate and appoint my wife, MARGARET E. SPIDEL, Executrix
of this, my Last Will and Testament. In the event of the death, resignation
or inability to serve for any reason whatsoever of the said Hrrgaret E. Spidel, I
ncminate and appoint my children, LINDA S. deCllAMPlAIN and NANCY L. FAWBER, Co-
Executrices of this) %" last \-1ill and Testarrent. I hereby relieve my Executrix
fran the necessity of posting security in connection with her duties as such in
any jurisdiction in YAUch she may be called upon to act insofar as I am able by
law to do so.
IN WI1NESS WHEREOF, I have hereunto set my hand and seal to this,
Last Will and Testatmmt, this / t lit day of c2~-,,r-
C'~d' ~~~~~'
/lyde L. S
my
1984.
(SEAL)
Signed, sealed, published and declared by the above naIlEd Testator as
and for his Last Will and Testanent in our presence. who, at his request, in his
presence and in the presence of each other. have hereunto subscribed our nanES as
attesting witnesses.
Address
~ d/I -7 .
'r '~-7
7////1"''-. ?L.A j-.
~ tJ. '"
'-- 61."" . ect4 .
f
Address
-2-
MEMlRANroM
In conjunction with my Last Will and Testarrent, dated
1984. the following infonnation may be of scrre: help to my personal representatives
in the administration of nw estate. This infonnation is in no way intended to be
a part of II!f Will nor ro alter io any w"'f anything contaioed io II!f said Will.
1. I direct that my last remains be cremated if at all possible and
interred or disposed as inexpensively as possible.
2. I direct and request that there be no viewing or funeral service.
either pUblic or private.
t'/-t'1u.q' / r:
, 1984.
7 .
6;;{.r{t~(I:f-<C'<<Y'(SFAL)
C1y e L. Sp1 10