HomeMy WebLinkAbout06-21-06 (2)
.-J
15056041114
REV-1500 EX (06-05)
OFFICIAL USE ONLY
County Code Year
File Number
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
d { ( l.
3:11
Date of Birth
174-05-1614
04062006
10161915
Decedent's Last Name
Suffix
Decedent's First Name
MI
ZEIGLER
MABEL
F.
(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 WIILLS
FILL IN APPROPRIATE OVALS BELOW
UU 1. Original Return 0 2. Supplemental Return
o 4. Limited Estate 0 4a. Future Interest Compromise (date of
death after 12-12-82)
uu 6. Decedent Died Testate
(Attach Copy of Will)
D 9. Litigation Proceeds Received
D
D
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
o
o
1
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D
11 Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
ROBERT M. FREY
Firm Name (If Applicable)
717-243-5838
REGISTER OF WILLS USE ONLY
FREY AND TILEY
First line of address
5 SOUTH HANOVER STREET
Second line of address
City or Post Office
State
ZIP Code
DATE FILED
CARLISLE
PA
17013
Correspondent's e-mail address:
Under penalties of perjury, 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 other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATUR F PERSON RESPONSIB FOR FILING RETURN DATE
~ ExfEc c;,-/.y-c(
ADDRESS
612 WILSON STREET, CARLISLE PA 17013
SIGNATURE OF REPARER QItlE(l THAN REPRESENTATIVE
,~~~.~..
DATE
~ -;(C --L (.?
ADDRESS
5 SOUTH HANOVER,
CARLISLE P 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056041114
15056041114
.-J
--.J
15056042115
REV-1500 EX
Decedent's Name: MABEL F. ZEIGLER
RECAPITULATION
174-05-1614
Decedent's Social Security Number
1. Real estate (Schedule A) . . .
1. NONE
2. Stocks and Bonds (Schedule B) . . . . . .
2. NONE
3. NONE
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .
4. Mortgages & Notes Receivable (Schedule D) . . . .
4. NONE
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . .
5.
6. Jointly Owned Property (Schedule F) DSeparate Billing Requested. . .
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) DSeparate Billing Requested. .
6.
7. NONE
8. Total Gross Assets (total Lines 1-7) .
8.
18127.00
9. Funeral Expenses & Administrative Costs (Schedule H) .
9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). ............. 10.
11. Total Deductions (total Lines 9 & 10) . . . .
. . . . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . .
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . .
12.
13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . .
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable at
the spousal tax rate, or
transfers under Sec. 9116
(a){1.2) X.O L
16. Amount of Line 14 taxable
at lineal rate X .0 ~
17. Amount of Line 14
taxable at sibling rate X . 12
18. Amount of Line 14 taxable
at collateral rate X . 15
14.
15.
310630 . 00 16.
17.
18.
19. TAXDUE.
. . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L
15056042115
15056042115
23619.00
308572.00
332191.00
3434.00
21561.00
310630.00
0.00
310630.00
0.00
13978.00
0.00
0.00
13978.00
o
--.J
REV-1500 EX Page 3 174-05-1614
Decedent's Comolete Address:
DECEDENT'S NAME
MABEL F. ZEIGLER
STREET ADDRESS
File Number
21-06-0321
612 WILSON STREET
CITY
CARLISLE
STATE
PA
ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
13978.00
13279.00
699.00
Total Credits ( A + B + C) (2)
13978.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
0.00
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
0.00
A. Enter the interest on the tax due.
(5A)
0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
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 transfer and:
a. retain the use or income of the property transferred; . . . . . .
Yes
o
o
o
o
o
o
o
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? . . . . . . . . . . . . . . . . . . .
No
o
o
o
o
o
o
o
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 January 1, 1995, the tax rate imposed on the net value of transfers to or for
the use of the surviving spouse is three (3) percent [72 P.S. 39116 (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 zero
(0) percent [72 P.S. S9116 (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 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 zero (0) percent [72 IP.S. 39116(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 four and one-half
(4.5) percent, except as noted in 72 P.S. 39116(1.2) [72 P.S. 39116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)]. A sibling
is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
217
REV-1508 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mabel F. ZeiQler
Include the proceeds of litigation and the date the proceeds were received by the estate.
All orooertv iointlv-owned with riaht of survivorshin must be disclosed on Schedule F.
FILE NUMBER
21-06-0321
ITEM
NUMBER DESCRIPTION
M&T Bank, Checking Account #446645
2 M& T Bank, Savings Account #15004205405895
3 Refund, Genworth Life Insurance Company, Inc., Policy #KFN6032644
(Long Term Insurance Policy)
VALUE AT DATE
OF DEATH
11 ,955
10,294
1,370
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
23,619
~M&fBank
499 Mitchell Street, Millsboro, DE 19966
April 18, 2006
Frey & Tiley
Attorneys At Law
5 South Hanover Street
Carlisle, PA 17013-3385
RE: Estate of Mabel F. Zeigler
Date of Death: Apri16, 2006
Social Security No.: 174-05-1614
Dear Mr. Frey:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account Type................. ..........Checking Account
Account Number. ............ ...... . ...446645
Ownership (Names of)...............Mabel F. Zeigler
Opening Date. . " . .. . .. . .. . .. . .. . .. . . .. .09/01/67
Balance on Date ofDeath.........$11,955.15
Accrued Interest
$
0.00
TotaL................................... ..$11 ,955.15
2. Account Type....................... ....Savings Account
Account Number..................... ..15004205405895
Ownership (Names oj)............. ..Mabel F. Zeigler
Opening Date...........................09/22/03 (account closed 04/12/06)
Balance on Date of Death........ .$10,286.82
Accrued Interest
$
7.32
TotaL................................... ..$10,294.14
. Page 2
April 18, 2006
The above named decedent had a safe deposit box.
For any additional information on the above accounts, including ownership,
statements and closures please contact our High Street Carlisle branch at 717-240-4536.
Sincerely,
. {A~~ MlVUzM1;cv
Charlene Warrington, Reco~s Management
1-888-502-4349
Genworth Financ~l_~ff
GElfWORTH LIFE IlfSlJRABCE COlIPAlfY
POBOX 40005
LYNCHBURG VA 24506
000000006 1300059828 1
0445 003
I.. .111.. .111..... .11. .11.. .11. .11... .11.1. .1... .11. .1.1.1.1.1
TO THE ESTATE OF
MRS MABEL F ZEIGLER
C/O ROY ZEIGLER
612 WILSON STREET
CARLISLE PA 17013-3638
DEATH
POLICY - KFN6032644
CASH PAID $1369.52
DATE - 06 APR 2006
--
4eck d€fb6 ;f..J '-I-d-8-6b
We have received notification of the insured's death. Please
accept our condolences.
The long term care insurance contract has been cancelled as
of the above date.
If you have any questions, please call our office toll free
at (800) 456-7766. A Customer Service Representative will be
available to assist you Monday through Friday, 6:00 am. to
5:00 p.m., Pacific time.
Sincerely,
Policyholder Services
.}"~~.Y::;r."">; '.;....<':-...'!'>-:F;-:. ::;:'"t~~.;';::':.; -:~i':7J~,"i::.: ,--C:
.,,:..-.
.n~~~e~de~_ch before~~gotiating check
CK04.45 12.21.05
. . ~~Iy~
Genworth Frnanclal ~I~
GERWORTH LIFE IlfSURUCE COlIPAlfY
POBOX 40005
LYNCHBURG VA 24506
CHECK NO.
1300059828
51....
11
ct.IE THOJSAND TJ-REE HUNDRED SIXTY NINE AND 52/100 DOLLARS
VOID AFTER 120 DAYS
PAY TO THE ORDER OF TO THE ESTATE OF
MRS MABEL F ZEIGLER
C/O ROY ZEIGLER
612 WILSON STREET
CARLISLE PA 17013-3638
E
CHECK AMOUNT
$1,369.52
Bankof America, NA
~:liWi~~~,."....,i .'".',..'" ,.",.,.','.,
,". Au onzed Signature:' ",,0:." :'"
I 1^1JTr-r.cn ""f"'It:lJ'ii.~~__'_._I'I:;-' "u~..iJ.!.a__'1;1-~=-:.:I:,u~.t--:.a.._....."'t'~I"=---"=-=-;I;a'J1.::1'I..""=--""'I.~,.:s.'I'_"f'J'I~~"'.~""I.::I"'-II+I.&_::I~'..II.I~..
217
REV -1509 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
FILE NUMBER
Mabel F. ZeiQler
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Dale E. Zeigler
1465 Mile Post Drive
Dunwoody Georgia 30338
Son
B. Roy A. Zeigler
612 Wilson Street
Carlisle Pennsylvania 17013
Son
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST
NUMBER TENANT DECEDENTS INTEREST
1. A. 7.10.98 Wachovia Checking #1000307108167 4,025 50.00% 2,013
2. A. 7.10.98 Wachovia Savings #3000213809684 5,318 50.00% 2,659
3. A&B UBS Financial Services, Inc., Account OS A2894 44 911,700 33.30% 303.900
TOTAL (Also enter on line 6, Recapitulation\ $ 308,572
(If more space is needed, insert additional sheets of the same size)
217
REV-1509 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
FILE NUMBER
Mabel F. ZeiQler
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Dale E. Zeigler
1465 Mile Post Drive
Dunwoody Georgia 30338
Son
B. Roy A. Zeigler
612 Wilson Street
Carlisle Pennsylvania 17013
Son
C
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTL Y.HELD REAL ESTATE. VALUE OF ASSET
NUMBER TENANT INTEREST DECEDENT'S INTEREST
1. A. 7.10.98 Wachovia Checking #1000307108167 4,025 50.00% 2,013
2. A. 7.10.98 Wachovia Savings #3000213809684 5,318 50.00% 2,659
3. A&B UBS Financial Services, Inc., Account OS A2894 44 911,700 33.30% 303,900
TOTAL (Also enter on line 6, Recapitulation' $ 308572
(If more space is needed, insert additional sheets of the same size)
-
-::;;,~
---<'""-----
WACHOVIA
Reference lD: 1596393
Wachovia Bank N.A.
Balance Confinnation Services
POBox 40028
Roanoke, V A 24022-7313
April 24, 2006
FREY & TILEY
ATTORNEYS AT LAW
5 SOUTH HANOVER STREET
CARLISLE, PA 17013
SUBJECT: Verification / Confmnation of Account and Balance Information provided for:
Customer: MABEL F ZEIGLER (SSN# 174-05-1614)
Date of Death: April 6, 2006
Deposit Account Information
Account
Type
Account
Number
Date of Death
Balance
Average
Balance*
Date
Opened
Maturity Interest Accrued YTD Date
Date Rate [nterest Interest Paid Closed
CHECKING 1000307108167
LEGAL TITLE: MABEL F ZEIGLER
DALE E ZEIGLER
$4,025.20
7/10/1998
$0.22
$0.97
SAVINGS 30002 I 3809684
LEGAL TITLE: MABEL F ZEIGLER
DALE E ZEIGLER
$5,317.62
7/10/1998
$0.29
$1.28
* Due to system limitations, we can only provide a twelve month average balance on depository accounts.
No Safe Deposit Box found for customer.
or holiday, date of death balance does not include any transactions that were
Phone: (540)563-7323
ssp; ag
0000 000614
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<?i8 Ct.S VAN Activity ;;5 of: 04/05/06
Last Statement: 02j06
.....
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t---'\ ..
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~'-L./\ \. C
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Account: DSA2894 ZEIGLER!ffiJ
Return Objectille: Capital AppreciatiM
S fA;DS44 ~PREM* HH
Ri$k Profile: l.Moderate
:-;;;~~:
~.~__. _ _____. __ __..,.. __._. _.... ... ......... _.... ~_..,... _~ .....,...~....."...ro
"''''''''',""", ..... ,0-,,_........... ""L', ... . ,....h~',....... ,...~ "-,,,.... ..... ~ ,...,,--, , '" ., ""'...,, ,.....
. ... ____. ______.., . ~_. . ~ _______ _ _ _. "_ _ _____. ~ J . "~_ ~__
Acd:-ess:
1465 !'1H.E POST O~~
DUNWOODY, GA 3033i5-474:;
!",?"_~jn....~...l':.....
l ''U\..U1o " '\.I' ..~_.."'~
10" iKaa. DJA.
1.........-'----...,.' ..
I T
i -u-hl"lo' i
e.....~f.;:_.~
...............".
i 833,.706.00
.....-.":-"_." ;;.,;.,A:.:-JC-:_..~.::::-.-:;~
; . .........~, .. _..o"Ji~1 .............1'*
I 23J'Q34.74
t De~i:IC;,c:dit 5a:!3t!~:
IQ",oo
~H"ff~ ~'W';:!H;;s'h'tW'
. . -..- ......,'-..--.-.
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P..H4"~i;'!"" e'-''I.4;;;::;T''
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- --. -".. ...~-~~ Position position
. IE..:.! 2-
IlR M & T BANK CORP 5,163.000 5,163.000 114.'18 59t,060.24 BOX 2-r'largir. 2792G7 55261fl04
I ' MTB NY5E
llocscx fJ!'.vrs APPRECL'\nO\l! 2,2<16383 2,246.388 29.36 65,953.95 lUlTC MFA 2-Margin 540XW 1 239103732
& INCOME FUND ClASS C M~
.uGTVCX AIr" BAS1C VALUE FUND 1,846.000 1.846.000 33.99 62,745.5'\ a-OTC MFA 2-Margin 54KGA7 00141M713
CLASS C Maf!!
kSSRDX BLACKROCK AUROAA FUND 765.884 765.884 33.11 25,358.42 9-0rc MFA 2-Margin 54LP04 091937425
CLC NWg
ftORLCX PIONEER OAK RIDGE LARGE 3,874.265 3.874.265 13.49 52.263.!J3 9-0TC I . 541 CQ9 72387T603
CW GROWTH FUND ClASS C Nt-1l'g Det~
OPPENHEIMER GLOBAL I S-OTC
! liOGICX I gPPORTUNmES FUNO CLASS 919.417 919.417 41.16 37,843.20 Marg MFJIl. 2-Margin 546LH1 683943203
TREASURY 8K NA VA US 19-oTC
Iff ZADOK RT 02.7500% r.,AT lJ2/20/07 25,000.000 25,000.000 98.08 24.521.00 SEG 1-Cast1 N47182 89465AGl6
FIXED RATE CD NMrg
8P.NK HAPOAlIM B M MY US 9-OTC
hZAETl RT 05.25000,(, MAT 05/19/14 30,000.000 30,000.000 96.65 28,995.00 SECi I-Cash 1<<8JGI 06lS12UGl
FlXED RATE CD NMrg
f"'I.~"'l"'ir.:"i.......~
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'/~
~/"
I I
i ~riC"- i "'-'''m
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EX i ',.,,, i TI' iS2.:". i C".'p
Item: 1 - 8 of 8
Includes intraday transacllons displayed on tile lntraday acllvity page. Commission and fees for Eaultv trades "re estimates and maY not match
"""hat is cha.~d 10 1h~ a~cC"vnt. fi~qd t;1COiT'~ a..~~~7 ~.a~ ~~J ~ i~~~ cem!!"J~~!o!!: <!!'!~ f~. $Qme trade co!'!"e'c!io!1'.5 and. fees a!'le not i"dud~
imrat::ay.
This report is for Informational purposes only :and mayor may not include all holdings or client accounts. All inform,mon presented is subject to
chanlle lit :any 1ime IInd Is provided only as of the date Indicated. The Firm's periodic account 51i1tements and off'lCiallilx documents are the only
cfflc!a! rt'(;;)rd or c!ient 3cccunts 3nd are:11>t sup~t:det!. rep13e-o.d, or am~nded by a!!}' of the !!'!formation pr!!.!;errt'!d in th4.!~ r!'po.rts_ Cf~n.ttt should.
nut r&:Y un thIs :ilfoima~io~ in ma~ii1g purchase or s~H dec!~;on&. for t;:~ pu:pc=c: or othc:wise~
http://cwv2proxy.cwlh.pwj.com/ClientInquiry/servlet/com.ubs.C1ientlnquiry .servlets.Positio... 4/6/2006
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217
REV-1511 EX+(12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Mabel F. ZeiQler
21-06-0321
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman-Roth Funeral Home, Funeral Services 8,427
2. Westminister Cemetery, Opening and marker 1,880
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees 4,198
3. Family Exemption (If decedent's address is not the same as claimant's, attach explanation)
Claimant Roy A. ZeiQler
Street Address 612 Wilson Street
City Carlisle State PA Zip 17013
Relationship of Claimant to Decedent Son 3,500
4. Probate Fees 107
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Register of Wills, Filing Fee for PA Inheritance Tax Return 15
TOTAL (Also enter on line 9 Recaoitulation) $ 18,127
Debts of decedent must be reported on Schedule I.
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
Mabel F. ZeiQler 21-06-0321
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, includinu unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
Checks cleared after April 6, 2006
1 ,495
2.
Refund, Social Security
1,143
3.
MBNA, Credit Card
716
4.
Cumberland-Goodwill Fire Rescue, EMS
75
5.
Carlisle Borough Tax Account, Personal
5
TOTAL (Also enter on line 10, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same size)
3,434
217
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
M b IF Z . I
a e elOler 21-06-0321
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)J
1 Dale E. Zeigler Son 50% residue of the estate
1465 Mile Post Drive,
Dunwoody Georgia 30338
2. Roy A. Zeigler Son 50% residue of the estate
612 Wilson Street
Carlisle, Pennsylvania 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 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)
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11-7
1
LAST WILL AND TESTAMENT
OF
MABEL F. ZEIGLER
,I, MABEL F. ZEIGLER, widow, of 56 Walnut Street in the Borough of
Carllsle, Cumberland County, Pennsylvania, being of sound and dispos-
ing mind, memory and understanding, do hereby make, publish and
declare this as and for my Last Will and Testament hereby revoking and
making void any and all Wills by me at any time heretofore made.
1. I direct my hereinafter named Executors to pay all of my just
debts and funeral expenses as soon after my death as may be found con-
venient to do so. I direct that my body be interred in Westminster
Cemetery on my burial lot beside that of my husband, Richard H.
Zeigler.
2. All of the rest, residue and remainder of my estate, real,
personal and mixed, and wheresoever the same may be situate, I give,
devise and bequeath in equal shares to my two (2) sons, Dale E.
Zeigler, of 1465 Mile Post Drive, Dunwoody, Georgia 30338, and Roy A.
Zeigler, of 612 Wilson Street, Carlisle, Pennsylvania 17013, their
heir and assigns. Should either of my said sons pre--decease me, then
in such event I direct that the share such deceased son of mine would
have received shall be paid to Farmers Trust Company and its
successors, I West High Street, Carlisle, Pennsylvania, in trust, to
receive and invest the same and to pay the income arising therefrom to
or for the benefit of the widow of such deceased son so long as she
shall live and at her death the principal thereof together with any
undistributed income shall be divided in equal shares among the then
living issue of such deceased son of mine, their heirs and assigns,
per stirpes. The wife of my son Dale E. Zeigler is Ellen P. Zeigler,
and the wife of my son Roy A. Zeigler is Carol A. Zeigler.
3. I hereby nominate, constitute and appoint my said two (2)
sons, Dale E. Zeigler and Roy A. Zeigler, or either of them, as co-
Executors of this my Last Will and Testament and I further direct that
neither of them shall be required to post any bond to secure the
faithful performance of his duties in the Commonwealth of Pennsylvania
or in any other jurisdiction.
4. In addition to the powers conferred by law, my hereinabove
named Trustee and Executors are empowered:
a. To invest any part of the trust corpus in such
securities, investments, or other property as may be deemed advisable
and proper, irrespective of whether the same are authorized for the
investment of trust funds under the laws of any governing
jurisdiction.
b. With respect to any corporation, the stocks, bonds, or
other securities of which may be held, to vote in person or by proxy
on any shares of stock; to consent to the merger, consolidation or
reorganization of such corporations; to consent to the leasing,
mortgaging or sale of the property of any such corporations; to make
any surrender, exchange or substitution of such stocks, bonds or other
securities as an incident to the merger, consolidation or reorganiza-
tion of such corporations; to pay all assessments, subscriptions and
other sums of money which may be deemed wise and expedient for the
protection and maintenance of the proportionate interest of the
investment in such corporations; to exercise any option or privilege
which may be conferred upon the holders of such stocks, bonds, or
other securities of such corporations either for the conversion of the
same into other securities or for the purchase of additional
securities, and to make any and all necessary payments which may be
required in connection therewith; and generally to have and exercise
as to all such stocks, bonds and other securities, the powers of an
individual owner who is under trust obligation.
Page 1 of 2 Pages
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