HomeMy WebLinkAbout01-12-07
REV-l500.X (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
OFFICIAL USE ONLY
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
L ..L - Jl 9- ~ lL -1- 9- 7_
COUN1Y CODE YEAR NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
ZIMMERLI, MARGARET R.
DATE OF DEATH (MM-DD-YEAR)
05-15-2006
SOCIAL SECURITY NUMBER
101 - 12
- 0740
DATE OF BIRTH (MM-DD-YEAR)
03-30-1920
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[iJ 1. Original Return
o 4. Limited Estate
[Xl 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy afTrust)
o 10. Spousal Poverty Credit (date of death bemean 12-31-91 and 1-1-95)
o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
~ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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NAME
C
FIRM NAME (If Applicable)
COMPLETE MAILING ADDRESS
5 CLAIRBURN DR.
MECHANICSBURG, PA. 17050
TELEPHONE NUMBER
717-766-1748
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(1) --.l
(2) 43729.90
(3)
(4) N
54963.26 ~ I
(5) i't
(6) W
0:)
(7)
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. 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 Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11._ Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(9)
(10)
(8)
6192.96
98693.16
(11)
(12)
(13)
6192.96
92500.20
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
92500.,20
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x.O_ (15)
x .0 45 (16)
x .12 (17)
x .15 (18)
(19)
4162.51
92500.20
4162.51
16. Amount of Une 14 taxable at lineal rate
17. Amount of Line 14 taxable. at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. [Xl
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS
21-06-0467
CITY
MECHANICSBU
Tax Payments. and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
3990.00
2011.1'1
Total Credits ( A + B + C ) (2)
4198.13
3. InteresVPenally if applicable
D. Interest
E. Penalty
35.62
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)
4162.51
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(5)
(SA)
B. Enter the total of Line 5 + SA. 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: Yes
a. retain the use or income of the property transferred;.......................................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
~ retain a reversionary interest; or.......................................................................................................................... 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0
No
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OCJ
OCJ
OCJ
[X]
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.
Under penalties of pe~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 other than the personal representative is based on all information of which preparer has any knowledge.
PA. 17050
HILL, PA. 17011
DATE
l
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 3%
[72 P.S. 99116 (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% [72 P.S. 99116 (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 0% [72 p.S. s9116(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. S9116(1.2) [72 P.S. s9116(a)(1)].
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. s9116(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.
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SAIDIS
lUFF, FLOWER
& LINDSAY
IITORNEYS'AT'LAW
16 W. High Street
Carlisle, P A
~
-
-
LAST WIT:- AND TE~TAMENT
OF
MARGARET R. ZIMMERLI
I, Margaret R. Zimmerli, of Enola, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this as and
for. my Last will and Testament, hereby revoking all other Wills
and Oodicils heretofore made by me.
FIRST
I direct the payment of my just debts and expenses of my
last illness and funeral from my estate as soon after my death
as conveniently may be done.
If there be no cemetery lot
available for my interment owned by me at the time of my death,
I authorize my personal representative to purchase such cemetery
lot with a contract for perpetual care, using therefore funds
from my estate in such amount as she shall consider necessary
and desirable, and I authorize my personal representative to
I
cause title to or 0WI'J.e:rSlilj? of. ~;u..:'l: J.ot so pu~chas2d to be
vested in such person as my personal representative shall
designate.
Further, I authorize my personal representative to expend
funds from my estate, in such amount as my personal
representative shall consider necessary and desirable for the
purchase, erection and inscription of a suitable marker for my
grave.
1hR&'
SAlOIS
SHUFF, FLOWER
& LINDSAY
AlTORNEYS'AT'LAW
26 W. High Street
Carlisle, P A
\ 0 t - i J. -Ot-l~O
SECOND
I give, devise and bequeath all the rest, residue and
remainder of my estate in equal shares unto my children,
Candace Crossley, and Nancy L. Kautz, per stirpes.
THIRD
I direct that any and all inheritance, estate, and
transfer taxes imposed upon my estate passing under this Will or
otherwise shall be paid out of the principal of my residuary
estate.
FOURTH
In addition to the powers conferred by law, I authorize any
personal representative acting under this instrument, in her
absolute discretion:
A. To retain in the form received, or to sell either at
public or private sale any real or personal property;
B. To exercise any options to subscribe for stocks,
bonds, or other investments;
c. To join in any plan of lease, mortgage,
consolidation, exchange, reorganization or foreclosure of
any corporation in which my estate or any trust may hold
stocks, bonds or other securities;
D. To sell, transfer, convey, mortgage, pledge, lease
or exchange any property, real or personal, which at any
time may form part of my estate, for the paYment of debts
or taxes, or for any purpose of administration or
distribution, for such prices and upon such terms as my
2
SAIDIS
JFF, FLOWER
LINDSAY
I'ORNEYS.AT.UW
W. High Street
Carlisle, P A
~.. .O"'l~:O
personal representative, in her sole discretion, may deem
wise, and to execute and deliver deeds of conveyance or
transfer thereof;
E. To make settlements and compromises on such terms as
my personal representative in her sole discretion may deem
wise without the necessity of obtaining any court approval
thereof;
F. To make distribution hereunder either in cash or
kind, as my personal representative in her discretion may
deem wise.
FIFTH
I do hereby nominate, constitute and appoint my daughters,
Candace Crossley and Nancy L. Kautz, to act as Co-Executors of
this my Last Will and Testament.
SIXTH
I direct that no personal representative, guardian, trustee
or other fiduciary appointed under this instrument shall be
required to give bond for the faithful performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, I, Margaret R. Zimmerli, have hereunto
set my hand and seal to this my Last Will and Testament,
consisting of three typewritten pages, the first two of which
bear my signature in the margin for identification, this ~
day of
(/
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, 200l.
--?-n(j/z~;fJ ~fl~ ~
M'itrgaret Rljimmerli
3
Signed, sealed, published and declared by the above-named
Margaret Ro Zimmerli, Testatrix, as and for her Last Will and
Testament in the presence of us, who have hereunto subscribed
our names at her request as witnesses thereto, in the presence
of
of
each other.
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ADDRESS
~~ em. ~
ADDRESS
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
We, Margaret R. Zimmerli, /f4Ien.5. ~e/ and
T..e-rc:sa.. 111\ ~.Jer, the Testatrix and witnesses, respectively
whose names are signed to the foregoing or attached instrument,
being first duly sworn, do hereby declare to the undersigned
authority that the Testatrix signed and executed the instrument
as her Last Will and Testament and that she signed willingly and
that executed as her free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the
presence and hearing of the Testatrix signed the Will as
witnesses and that to the best of their knowledge the Testatrix
was at the time eighteen (18) or more years of age, of sound
mind and under no constraint or undue influence.
SAIDIS
mUFF, FLOWER
& UNDSAY
AlTORNEYSoAToLAW
26 W. High Street
Carlisle, P A
,Witn ss
/J1,~
,Witness
Subscribed, sworn to and acknowledged
R. Zimmerli, the Testatrix, and subscrib d
affirmed to before me by ',' .
It:/cS.a Pt. f/ooV<:r , witnesses, this
before me by Margaret
to and sworn or
o~/x!t;- 2001.
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[{f/i~
4 Notarial Seal .
Stacy L. Frick, Notary Public
East Pennsboro Twp., Cumberland County
My Commission Expires Jan. 12, 2004
REV.1503 EX+ (6'98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
MARGARET R. ZIMMERLI
FILE NUMBER
21-06-0467
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
863.087 SHS WASHINGTON MUTUAL INVESTORS FD CL A
1738.285 SHS VAN KAMPEN SENIOR LOAN FD CL A
28015.80
15714.10
2.
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
43729.90
A WSHX: Historical Prices for AMERICAN FDS WASHINGTON MUTUAL _ Yahoo! F... Page 1 of2
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American Funds Washington Mutual A (AWSHX)
On Oct 30: 34.73 ..
Historical Prices
Get Historical Prices for:
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End Date:
Eg. Jan 1,
2003
(~) Daily
C) Weekly
() Monthly
() Dividends Only
Start Date:
2006
Get Prices
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, PRICES
16-May-06
32.46 32.46 32.46 32.46 0
32.14
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Adj
Close*
* Close price adjusted for dividends and splits.
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1 AI") 1 t"'/'\r\/"
MARGARET ZIMMERLI
5 CLAIRBURN DR
MECHANICSBURG PA 17050-7361
/111///1111/11111/111/11111111/111/11//11111///11111/1/11/1/1/
Your financial adviser
CADARET, GRANT & CO., INC v-
1110 MARKET ST
LEWIS8URG PA 17837-1370. ,,). r
Rep_e~ 0 ~(.\ u-, J)\o
~v\- \ ~/\}
Tr_an~aC~iOJls. .. _....:...::-.::::::-:::::_..~.::=-::::::-::::;:::=-:::::::::.-:::::::::::......:.:.:...:::::.:.:....:::::::.:::==:.:...::::.::::::_::::::-.::...::::..::::.::...::.:....._......_...........:..::::::.:_c.::.::::.=:....._...._::_:_.
.......WAS.Hi.N.GTON.MUTUAL INVESTORS FUND-A
Fund number 01
Account number 73609862
Dividends (reinvest) and capital gains (reinvest) Shares this
.~~?~I!..~~.~I!.......m.....~?~:.~~J?~~?~m.m......m...............m............m.....m...........m...m.q~((?:.?I!!.?~~~.........~~.~:.?!!.~~:.~........m.....................~:.~.~.~.a~~!.~!?m.................m.~~?:.~.~?(?~~?
06/05/06
BEGINNING SHARE BALANCE
TELEPHONE REDEMPTION
-$27,618.78
$32.00
-863.087
8 63 . 0 8 7
.000
30-day purchase/exchange hold. You have redeemed or exchanged $5,000 or more from this fund. As a result, and as described in
the fund's prospectus, you cannot purchase or exchange $5,000 or more into this fund and account for 30 calendar days. You will
again be able to purchase shares in this fund and account after 07/05/06. We regret any inconvenience this may cause.
.............................................................hh......................n.........................................
A check is attached to this statement
You may reinvest this redemption into any ofthe American Funds within
90 days without paying a !lales charge. It however, you redeemed
$5,000 or more from a fund and account within the previous 30 days, you
may not reinvest $5,000 or more into that fund and account. For details
on our purchase block policy, please see the fund's prospectus.
....................................hh...........................................................................h...............
For more account information
· Call your financial adviser
· 24-hour automated information and services
American FundsLine@ 1 800325-3590
American Funds Web site www.americanfunds.com
--Personal-assistance -8-3.m..to 8 p.m. Eastern time M _ F
Shareholder Services 1 800421-0180
CADARET, GRANT & CO., INC.
1110 MARKET ST
LEWISBURG PA 17837-1370
Shareholder
MARGARET ZIMMERLI
5 CLAIRBURN DR
MECHANICS BURG PA 17050-7361
/11,1/ 1",1',,',"11,/1111".1/ "11.1,"1 11,,111,1111,1,"1,11
Rep name KALIN
Phone number (570) 523-3000
Rep number 002971
Dealer/branch number 8636/448
Important information
Unless lhere issubsequenl activity with your account, lhis will
be your lasl slatement. Pleese keep Ihis stalemenl for your
records. If you need additional Information about your American
Funds account{s).. please visll amerlcanfunds.com.
For more account information
· Personal assIstance. 8 a.m. to 8 p.m. Eastern time M-F
Shareholder Services - 800/421-0180
. Sales and marketing Information.
Adviser Marketing - 800/421-9900, ext.4
· Automated Information and services
Websile - amerlcanfunds.com
American FundsL/ne' - 800/325-3590
Quarterly summary (April 1 - June 30, 2006)
Reinvested
Value on dividends and
03131100 + Mditions + capital gains
Washinglon Mutual investors Fund-A
Accounl , l1QilqJfilU 1I $27,661.94
Change in
account
Withdrawals +/- value
Value on Ending
ooaJiOO share balance
$0.00
$0.00
-$27,618.78
-$43.16
$0.00
0.000
Year-to-date dividends and capital gains
Washington Mutual Investors Fund-A
Account #
73809862
Fund #
01
Dividends
$137.42
Short-term
capital gains
$0.00
Long-term
capital gains
$0.00
Year-to-date history
Washington Mutual Investors Fund. Class A
Account # 73609862 Fund # 01
SymbOl AWSHX
Trade date Description
01101106 Beginning balance
03/HiV6 Income Dividend 0.16
06105106 Telephone Redemption
06130iU6 Ending balance
Dividends and capital gains reinvested
Per-share average cost: Nol available (please see back of slalement)
Dollar aroount Share price Shares transacted Share balance
$26,486.75 $30.84 858.844
$137.42 $32.39 4.243 863.087
-$27,618.78 $32.00 -863.087 0.000
$0,00 $32.11 0.000
00000000
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Van Kampen Senior Loan A (VSLAX)
Historical Prices
On Oct 30: 9.02
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Date
Close Volume
Adj
Close*
Open
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Low
16-May-06
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9.04
9.04
9.04 0
9.04
* Close price adjusted for dividends and splits.
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0-002343915 04101106-10.42.13
VANffKAMPEN INVESTMENTS
-. SHINE
.
Dealer
Investment Report
January 1,2006 - March 31,2006
Page 2 of 2
Fund Name/Symbol Beginning Value Inv..tmanta{ Withdfllwala/ Divid.nd./
Fund/Account Number a. of 110112006 Contributloll' Redemption. Cap Gain.
Non-Retirement
Senior loan Fund Class A (VSlAX)
18/6910088778 $15,419.94 $0.00 so. 00 $199.87
Change
in Value
Cloling Value
.. of 313112006
Total All Accounts $15,419.94 $0.00 $0.00 $199.87
Change In Portfolio Value is the difference between the Total Portfolio Value (closing value) and the Beginning Value.
$268.41
$15,688.35
$15,688.35
$268.41
Senior Loan Fund Class A (VSLAX)
Fund/Account Number 18/6910088778
Account Owner Margaret Zimmerli
01/25/2006
02/24/2006
03/24/2006
Beginning Value as of 1/01/2006
Income Reinvest
Income Reinvest
Income Reinvest
Ending Value as of 3131/2006
Year-to-Date Dividends $199.81
Year-la-Date Capital Gains $0.00
Dividends are . Reinvested
Capital Gains are Reinvested
Dollar Share Shares This Total
Amount Price = Transaction Shares
$15,419.94 $9.03 1 ,707.635
$51.25 $9.03 5.676 1,713.311
$71.10 $9.07 7.839 1,721.150
$77 .52 $9.07 8.547 1,729.697
$15,688.35 $9.07 1,729.697
Trad.
Date
TflIlI.action
Description
Thank you for choosing Van Kampen Investments. Your satisfaction is important to us. Uyou
notice any inaccuracies on your statement, please contact us within 60 days of receiving thiS
statement.
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ACM..lI<~67101l.000I2not...O lUO.O\llO.tHSACSOUNVDAOOOO1130
REV-1508 EX+ (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
MARGARET R. ZIMMERLI
FILE NUMBER
21-06-0467
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1- FINAL PENSION PAYMENT- STATE EMPLOYEES RETIREMENT 105.35
2 . CHECKING ACCOUNT - 1ST NATIONAL BANK OF MARYSVILLE
ACCOUNT # 374237 18414.13
3. CERTIFICATE OF DEPOSIT - 1ST NATIONAL BANK OF
MARYSVILLE CD# 3059466 5000.00
4. CERTIFICATE OF DEPOSIT - 1ST NATIONAL BANK OF
MARYSVILLE CD# 3063649 31443.78
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
54963.26
COMMONWEALTH OF PENNSYLVANIA
STATE EMPLOYEES' RETIREMENT SYSTEM
30 NORTH THIRD ST STE 150
HARRISBURG, PA 17101-1716
1-800-633-5461
www.sers.state.pa.us
July 7,2006
CANDACE CROSSLEY NANCY KAUTZ EXECTS
MARGARET ZIMMERLIESTATE
5 CLAIRBURN DR
MECHANICSBURG PA 17050
Member SSN: XXX-XX~0740
Beneficiary SSN: XXX-XX-0740
Bear Benefi-eiary:
-..--.-. ...---..-..--.....,-- .._--..,_....,---_._--_.__.~'_.-
A check in amount of $105.35 will be mailed to you within two (2) weeks from the date of this letter.
The amount of $0.00 was withheld for Federal Withholding Taxes. If you have elected to rollover
then the taxable portion of $0.00 has been transferred to your qualified plans.
This payment represents your designated share of 100.00% in the Final settlement of the Account
of MARGARET R ZIMMERLI with this retirement system:
If the individual listed above was a member of the Retirement system before January 1, 1982, their
contributions prior to that date were taxed as part of their gross income at that time. Therefore, no
taxes are being withheld on that portion of their contributions. The difference between the amount of
your payment and your share of the deceased member's non-taxable contributions, if any, is
taxable for federal income tax purposes.
This payment has been reported to the Internal Revenue Service. If a 1 099R form is not enclosed.
with this letter, you will receive one prior to January 31 of next year, with the necessary tax
information regarding this payment. Under current law there are no Pennsylvania state or local
taxes on any benefits paid from this system.
This letter and the 1 099R form that you receive should be kept in a safe place, as you will need the
information when filing your Federal Income Tax Return. This is the only notice you will receive.
There is a $5.00 charge for each request of duplicate information.
Sincerely,
~67~
Joseph A. Torta, Director
Benefit Determination Division
BEN31 FSL
1111111111111111111111111111111111111111111111111111111111111111111111
Account Number
374237
Arthur R Zimmerli
Margaret R Zimmerli
POBox 134
Summerda1e PA 17093-0134
Statement Date
6/12/06
Page
1
TYPE OF ACCOUNT--Premier Club Over 50
Statement Sununary
Beginning Balance
Deposits/Credits
Checks/Debits
Interest Paid
Ending Balance
5/08/06
1
6
Credits
Debits
19,213.14
13.17
19,226.31
6.71
.00
5
Credits/Deposits
Date
Amount
Description
5/23
13.17
Interest From Time Deposit 3059466
Other Debits
Date
Amount
Description
5/31
18,427.30
Balance Close Out - Debit
Checks/Withdrawals
Check# Date Amount Check# Date Amount Check# Date Amount
1399 5/09 500.00 1401 5/19 50.00 1403 5/18 73.50
1400 5/19 100.00 1402 5/16 75.51
Daily Balance Information
Date Balance Date Balance Date Balance
Beginning Balance 19,213.14
5/09 18,713.14 5/18 18,564.13 5/23 18,427.30
5/16 18,637.63 5/19 18,414.13 5/31 .00
~
MARGARET It. ZlMMBlIJ
...--......
~MI~
1399
..-..
_'N
"\ - (.,' Ole.
r:.~~llI'@.,.~n .C~ ~ \l.t . \ 7-7' ~ ;-SOO~~
(f~ ~. ... 1\. . C\... .. d9Ji>> ~ lil
~2 ~hlldB1. J>~O. P['l
0'9 r%'9 ~~\"2006 PfEUlERQ.L8
. ~"::I1S:l 102000s9 C\ /l ^ ~
!o...!;~ ~ ' . '- .\ \. \h~
JUll. ~ - .W\,
':OHHZHB': n-J,B-?" .~.3 ..~~
1399 05/09/2006 $500.00
MAA<WlETR.-.J
. .........- .....
~P""l'01O
1400
--......
-...
'\- I::>.. bL
"'"
~~"" ~(WA~~~ X~$..lQ..P.~_
. ~~~~W--lil-
n. ~ -.....
~~ .....M1NNII7
1\.Ill
':OH3l23'lB.:
1400
MARGAAET R.ZMNEIVJ
.~......
~,",,'7GIO
1401
--
oS". I~ - t-i-.IM,. -....
~lV"~."'M....Ll \l\~,." M;lI~~ I $..5o~,)
~~~~:~
FQfII!~ ~"'rv.t I-c ...s;..~ Ja.,~tJ~-f!1~ '1.1.u ~v.
':OHH~3~Bi: 3?-J,n-?" lJ,oirh '
1401 05/19/2006 $50.00
1-402
MAIIClARET II. ZIMMaIU
._"""'"
....-.......--.,. "... s - ( ;).. - O.b ==
(l ~ ~
li:rJill.!' US ... .' ..J ; I $:.7S~.
~1" I -- -QtY "'"....lil~-
. ~_..- f#'~ f n:7L
",,~-f7l(~ . ~~~~
':OHHH'l~': 31-l,U-: ltit' W..l
"
1402 05/16/2006 $75.51
IoWIllAIln R. ZIMMEIVJ
.~......
~M.n81
1403
l. ..--.
5' - /3. () 1M,. -....
~1lI'8Q4-\9>....M~'~~\...~6.......... I $,_"l2.~;
~1IA-R40'~'U.^", D.--------- SO """'.. ti}~-
~_~_ n..J. (JIO~:
"'" ~ - ~~ (f.} 1M./ "-'
':0 H " H 1 'lB': 31- l, U-7;&..f)-Ln. "'-
1403 05/18/2006 $73.50
Arthur R Zimmerli
Account: 374237
Page: 2
17053-0017
DUNCANNON OFFICE:
55 SQuth MainStreet
Phone: (717)834-5161
Fax: (717) 834-5639
MAIN OFFICE:
101 Lincoln Street
Phone: (717) 957-2196
Fax: (717) 957-4578
RIDGEVIEW OFFICE:
500 S. State Road
Phone: (717) 957-2114
Fax: (717) 957-4678
December 7, 2006
CANDACE CROSSLEY
5 CLAIRBURN DRIVE
MECHANICSBURG P A 17050
RE: VALUE OF CD'S AS OF 05-31-2006
DEAR CANDACE,
THE TOTAL VALUE OF CD 3059466 AS OF 05-31-2006 = $5,000.00
THE TOTAL VALUE OF CD 3063649 AS OF 05-31-2006= $31,443.78
IF THERE IS ANYTHING ELSE I CAN DO FOR YOU, PLEASE FEEL FREE TO
CONTACT ME.
T~GY~1M/ , .
\)~ ~:7JaGt.&C/lJ
ROBIN L. LANDIS C.S.R. RIDGEVIEW OFFICE
~..:
r f IV'
REV-1511 EX+ (12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
MARGARET R. ZIMMERLI
FILE NUMBER
21-06-0467
Debts of decedent must be reported on Schedule 1.
ITEM
NUMBER
A. FUNERAL EXPENSES:
1. MICHAEL J. SHALONIS
2. RICE MEMORIAL WORKS
DESCRIPTION
AMOUNT
FUNERAL HOME
- CEMETARY INSCRIPTION
4716.80
125.00
B. ADMINISTRATIVE COSTS:
1 . Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
State _Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State _Zip
Relationship of Claimant to Decedent
4.
Probate Fees CUMBERLAND COUNTY
2(54.00
5. Accountant's Fees
7.
PUBLICATION FEE - CUMBERLAND LAW JOURNAL
PUBLICATION FEE - PATRIOT NEWS
REV 1500 FILING FEE
840.00
75.00
157.16
15.00
6.
Tax Retum Pre parer's Fees !)ONALD J. LOGAN, CPA, PC
8.
9.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
6192.96
Michael J. Shalonis Funeral Home
206 Maple Avenue
Marysville, Pennsylvania 17053
Fax (717)-957-2077
Michael J. Shalonis, Owner
We Care About Service To You
Tuesday, May 30,2006
Mrs. Candy Crossley
5 Clairbum Drive
Mechanicsburg, PA 17050
Phone (717) 957-3451
Dear Candy,
Thank you for selecting our funeral home to provide services for your family during your time of bereavement. I hope that you found
our services, so far, to be of the highest standards that we always try to achieve. The following is a summary of the service charges as
previously explained and provided in written fonn on the services for:
MARGARET ROMAINE ZIMMERLI
1. ProCessional Services
Basic Service Of Funeral Director & Staff
Embalming
Dressing, Casketing, Cosmetics, Details
2. Use OCFacilities, Staff And Equipment
Use Of Staff And Facilities For Viewing I Visitation
Use Of Staff And Facilities For Funeral Ceremony
3. Automotive Equipment
Transfer Remains To Funeral Home
Utility Car
TOTAL OF PROFESSIONAL SERVICES,
FACILITIES AND AUTOMOTIVE EQUIPMENT
Merchandise
Casket: Baron Bronze
Outer Burial Container Grave Liner
Acknowledgement Cards
Register Book
CASH ADVANCES
Cemetery Charges
Paid Newspaper Notice
Church or Clergy
Certified Copies of Death Certificate 10
Flowers
TOTAL FUNERAL CONTRACT
LESS: Credits granted
Discount allowed
$200.00
BALANCE DUE
If there are any questions or concerns that remain unanswered, please call me.
Sincerely,
/JlI~
Michael J. Shalonis
Owner
$ 1150.00
$ 425.00
$ 225.00
$1,800.00
$N/C
$ 385.00
$385.00
$ 150.00
$ 150.00
$300.00
$2,485.00
$995.00
$700.00
$ included
$ included
$1,695.00
$ 375.00
$ 121.80
$ 50.00
$ 60
$ 130.00
$736.80
$4,916.80
$200.00
$4,716.80
C\W~
t\/I}
Candy Crossley
5 Clairburn Drive
Mechancisburg, PA 17050
Rice Memorial Works
417 W. Main Street
New Bloomfield, PA 17068
(7i7l 582-2512
Invoice
6/15/2006
13-30078
5/22/2006
: Contract# Contract Date ' , Name ' ,: ' . Salesman " ,
Ann Shull
l' 'Cemete,yTnscrfptiOn'C
Margaret Zimmerli
~~
---
Order Total: $125.00 '
Payments: $0.00
----
Balance Due: $125.00
\q- ot
Afinance charge of IYz% per month (18% annually) will be added after 30 days
RECEIPT FOR PAYMENT
~~~
-------------------
-------------------
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17G13
Recetpt Date:
Rece:J-pt Time:
Recelpt No.:
5/31/2006
11:06:22
1044526
ZIMMERLI MARGARET R
Estate File No. :
Paid By Remarks:
2006-00467
CANDACE CROSSLEY
CMM
________________________ Receipt Distribution ------------------------
Fee/Tax Description PaYment Amount Payee Name
PETITION LTRS TEST
WILL
SHORT CERTIFICATE
JCP FEE
AUTOMATION FEE
Check# 4345
Total Received.........
210.00
15.00
24.00
10.00
5.00
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
CUMBERLAND COUNTY GENERAL FUN
d~~88~
DONALD J.LOGAN. cr "". r .c.
CERTIFIEOPUBLIC ACCOU"NTANT
IBRllN,.W0Q9RD"cAMP ffiU.,PA non
T~IJ'.PtlON~ (1 \7) 915"9133f "x (1 \1) 915.2804
cANDACE GRdSSLEY
EST ATE OF NiAll.-GARJI't zIl'JME1U.-1
5 CL}\1RBuRN DR. .
MECHANICSBDRG,PA.17050
INVOICE "fOR. sItR."'ICl;S J.tF;NDl;tOOl
INVOlC"E DA~ ~ J~UAR."\I 3,200'l
INVOICE NUMBER. ~675'
Conferences Re: Estate filiiig, l3.stiJ'llation of
Pa,1riheritance Trot, pteparatiotiofi>a.
Inheritance Tax Return
.~&~.
please send paytnentwithin30daYS. 'f\1ol1kY9u for your business.
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, P A 17013
June 30. 2006
Cumberland Law J oumal is published every Friday by the Cumberland County Bar
Association and is designated by the Court of Common Pleas as the official legal publication for
Cumberland County and the legal newspaper for publication of legal notices.
TO:
Candace Crossley, EXECUTRIX
Margaret R. Zimmerli, ESTATE
RE:
Legal advertisements must be received by Friday Noon. All legal advertising must be
paid in advance. Make all checks payable to: Cumberland Law Journal.
-------------------------------------
Advertisement inserted on following dates:
June 16, June 23, and June 30, 2006
Second Proof Request
75.00
$ 0.00
$ 0.00
$ 75 .00
-------------
Advertising Cost
Proof of Publication
Payment received
Total Amount Due
$ 00.00
-------
-------
Payment received 6/9/06
Becky H. Morgenthal, Executive Director
'tbtpatriot-Ntms
Now you know
.. ..,
Order Confirmation
Customer
CANDACE CROSSLEY
Orderer Account Number
118806
Payer
Payer Account Number
118806
CANDACE CROSSLEY
5 CLAIRBURN DRIVE
Mechanicsburg PA 17050 USA
Ad Order Number 0001522267
Sales Rep. rholton
Order Taker rholton
Order Source Fax
Special Pricinq None
PO Number
Ordered By
Customer Fax
ESTATE OF ZIMMERlI
CANDACE
Customer EMail
Customer Phone 717-766-1748
Paver Phone
717-766-1748
Tear Sheets
o
Proofs
o
Affidavits
1
Blind Box
Promo Type
Invoice Text
Materials
Total Ad Cost
$157.16
$0.00
$157.tEL
Payment Method
Payment Amount
Amount Du~
:~
\,' \p
^,/
Ad Number Ad Tvpe
0001522267 -0' Legal Liners
Ad Size
: 1.0 X 12 Li
Color
<NONE>
Production Method Production Notes
Ad Booker
Product Information
Classification
PNCO: :Full Run
806-Estate Notices
Run Schedule Invoice Text
Notice is hereby given that letter's in Testamentary ha~ been g ).
, . frJ/Jrtjare7/(r Z/hl17e/'/J
6/29/20068:05:51AM
# Inserts
Run Dates
3
6/15/2006, 6/22/2006, 6/29/2006
1
REV-1513 EX+ (9-00)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
MARGARET R. ZIMMERLI
FILE NUMBER
21-06-0467
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. CANDACE CROSSLEY
5 CLAIRBURN DR.
MECHANICSBURG, PA. 17050
2. NANCY L. KAUTZ
118 RIDGEVIEW DR.
MARYSVILLE, PA. 17053
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
DAUGHTER
46250.10
DAUGHTER
46250.10
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)