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Home My WebLink About95-00896 . benoficiary. This provision shall not apply 10 any prolJOrlY ovor which I havo a gonoral powor of appointmont for fodoral oslato tax purposos, SEVENTH: MANAGEMENT PROVISIONS ,I authorlzo my Exocutor, as follows: A. Rolaln/lnvost: To rotain and to invost In all forms of real ostato and porsonal proporty, Including common trust funds, mutual funds and monoy markot doposil accounts and cortificatos of doposit, regardloss 01 any limitations imposod by law on invostmonts by oxecutors or any principlo of law concorning invostmont divorsification; B. Compromiso: To compromiso claims and to abandon any property which, in my Executor's opinion, is of lilllo or no valuo; C. Borrow: To borrow from and to soli proporty to my son or othors, and to plodgo proporty as socurity for ropaymont of any funds borrowod; D. Soll/Loase: To soli at public or privato solo, to oxchango or to loaso for any period of timo, any roal or personal proporty and to givo options for salos or leases; E. Capital Changos: To join in any morgor, roorganization, voting.trust plan or other concorted action of socurity holders, and to delogato discretionary dutios with rospoct thorelo; F. Distribute: To distributo in kind and to allocato specific assets among tho bonoficiarios (including any custodian hereunder) in such proportions as my trustee may think bost, so long as the total markel valuo of any benoficiary's sharo is not allectod by such allocation. Thoso authoritios shall oxtond to all property at any timo hold by my Exocutor or my Trustoo and shall conlinuo in full forco until tho actual distribution of all such proporty. All powers, authoritios and discretion grantod by this will shall bo in addition to thoso grantod by law ond shall bo exorcisable I without court authorization, I EIGHTH: EXECUTOR. I appoint my son, JOHN H, ZIMMERMAN, Executor of my Will. In the event of the death, resignation, renunciation or inability of my husband to act as Executor. I appoint MELLON BANK, N,A" Executor of this, my Will. Neithor my Executor, nor any successor shall bo required to give bond, . . Wo, JULIA A. ZIMMERMAN, tho Tostotrix in ond tho undorsignod witnossos to tho Will, tho ottochod or foro going Instrumont, who hovo signod tho instrumont, hovlng boon quolifiod occordlng to low do doposo ond soy: la) that I, tho Testatrix, do horeby acknowledgo that I signed the instrument as my Will, that I signed it willingly and as my free ond voluntary act for the purposes therein ox prossed; and (b) that wa, the witnesses. were present and saw the Testatrix sign and execute the instrument as her Will. thet she signod it willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses and that to the best of our knowledge. the Testatrix wes at thet time eightoen or more years of age, of sound mind and undor no constraint or undue influence, 63. ttLLt~ 6tLlC.Jv Witness Subscribed, sworn to or afflrmod, and acknowlodgod before me by the above-named Tostatrix and by 1he witnesses whose names eppear on this 26th dey of SEPTEMBER, 1995. \ -~~ ~~ Notary Public Nok1rial SoaI Forost N. Myers. No~1IV PtilIo So\..\I""'I~"n T\\Il" FrnnklnCountY My Comn>SSlOll E.pf1!5 [)ec, \1, 19'J7 ..,". .'. ..... --- -.' ,----- - -_.,--~~ -_._--- ~_.- .--.- ------ -...-.- ~_._-_. ~- -- _..-..-. ! .- _4 ______ _..__. __... ___ A'___._ .___ D ' AA 082556 COMMONWEALTH OF PENNSYLVANIA NO. DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX IIV,IIU..'......, ~~n .. i I I I RECEIVED FROM: i ACN ASSESSMENT r:'I CONTROL i:,I NUMBER AMOUNT I I. I 1 I 1- '010"'" ESTATE INfORMATION: , ~ filE NUMBER I ~ 21-199~-OB9b t Il!I NAME Of DECEDENT (LAST) r. ~ ZIMMERMAN JULIA A I II DATE Of PAYMENT EJ POSTMARK DATE COUNTY MYERS FOREST N ESQ 10000 MOLLY PITCHER HIGHWAY 101 -8,.5305.97 SHIPPENSBURG, PA 172~7 'OION", SSN 174-0~-3~9B IfIRST' (Mil CUMBERLAND DATE Of DEATH REMARKS ~~ JOHN H ZIMMERMAN C/O FOREST N MYERS ESQUIRE CHECK.. 12 m TOTAL AMOUNT PAID __ la I 333 . 9] REGISTER OF WILLS C' , "~J'J ""_-,, RECEIVED BY -L 1(;>', L'~' ~:"....oC'i/, /$tONATU/Ey ..' MARV c. LEwui .xii/roO/l ~r REGISTER OF WILLS SEAL " , ; ," '~----~-----------~----------------------~-1~T?~-~- - ." Illi~. . ..~ . / ,,' \, . ~ . . . " . ----.. ----~ ~"---'''--;-''~~. ~ 4~" 1:' , , , FOR OATES OF DEATH AFTER 12131/91 CHECK HERE IF A SPOUSAL POVERTY CREDIT IS CLAIMED FILE NUMBER 21 95 COUNTY CODE YEAR DECEDENTS COMPLETE ADDRESS 2831 RI'INER HIGHWAY DATE OF DEATH DATE OF BIRTH CARLISLE PA 17013 11/23/95 01/01/1914 COllnt ctMBERU\ND "'5!, SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) nro/-1f100[>>l,tl'-941 , . COMMONW[ALTtl OF PENNSYLVANIA mPARTM[NT OF IUV[NU[ [)[PT.1IOflOI liAIlRI!nURD, PA "UI-0601 DECEDENT DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) ZIM>1ERMAN. JULIJ\ A SOCIAL SECURITY NUMBER 174-05-3598 II A 'l'llCA L j5U WIVING 6 'OU5 '5 NA FIRST AND MIOUlt INITlAll I 5 - ,0 - I ,'.- 0896 NUMBER ,. Ollglnol Rolurn :), Romalnder Return ltor datu at dulh prlOf 10 11.13-111) o 5. Fodoral Estato TOll ROlurn Rcquirod o 40, FuttJIo InlofDst Compromiso (for datos 01 dODth ollor 12-12-02) ffi 6. Docodont Dlod TostOl0 ~ 7. Docodonl Molntalnod 0 Uving Trust (At1ach copy 01 Will) (M.ch copy 01 Trll.t) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOllLD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS FORE'Sl' N MYERS ES::1UIRE 10000 l-OLLY PITCHER HIGHWAY TELEPHONE NUMBER SHIPPENSBURG PA 17257 717 532-9046 1, Ra.1 Eal.la (Schodulo A) 2. Slacka and Bonds (Schadlllo B) 3. Clasoly Hold Stock/Partnarshlp Intalost (Sch. C) 4. Mtngogas and Nolos Roeolvablo (Schodulo D) 5. Cash, Bonk Doposits & Mlscollanoous POlsonal Proporty ISchodulo E) 6. Jointly O...nod Proporty (Schodulo F) 7. Tr.nslors (Schodllla G) (Schadlllo L) 6. Tolal Gross AssolS (total L1nos 1-7) 9. Funeral Exponsos, Admlnls1rativo Costs, Miscellanoous Expensos (Schedule H) '0. Dobts, Mong.go L1abllllias, Lions (Schodlllo I) 11. Total Dadllclions (Iotal L1nos 0 & 10) 12. Not Valuo 01 ESI.lo (L1na 8 mlnlls L1no 11) 13. Charitablo and Govolnmental Boquosts (Schodulo J) 14. No1 Valuo Sub oct 10 Tax (Uno 12 mlnulJ Uno 13 16. SPOUII' fran.ter'llo' datil 01 d..th Ill., 8-30-&41. all In.trutl1on. for ApphUbte "erunllge on f1age 7.(tntlude vatu.. tram 6thedule K or Sthedute M.I 10. Amount of Uno 141mcoblo at 6% roto (Include values horn Schodulo K or Schedulo M.) 17. Amount of Uno 14 1mcoblo at 15% roto (Includo valuos horn Schedule K or SChodulo M.) 10. Prlnclpal1ax duo (Add to)( flam Un09 15, 10 and 17.) 10. Credits spou..t PO....lt)' Cfldlt Prior Payments Discount + 8,333.97 + 438.63 - 20. II Uno 191s roolor than Uno 10. onlor tho dillolonco on Uno 20. This Is tho OVERPAVMENT. A. Ch.ck here" DU are re ueatln a refund of our Ove lent. 21. II Uno 10 Is grooler thon Uno 10, ontor Iho dilfolonco on Uno 21. This Is tho TAX DUE. A. Enlor tho Intorosl on Iho balanco duo on Uno 21A. B, Entar 1110 lotal 01 L1no 21 and 2,A on L1no 21B. Thls's 1110 BALANCE DUE, Make Check pa able to: Re Ister of Wills. A ent CHECK APPRO- PRIATE BLOCKS o 4. L1m1tod Eslalo CORRES- PONDENT RECAPIT- ULATION .1 I' I I I I I 1 TAX COMPUTA- TION ...!... O. Tolol Numbor 015010 Doposll Balcos (1) ( 2) (3 ) ( 4) ( 5) 115,500.00 None None None 50,838.83 ( 6) (7) None None 166,338.83 (8) (6 ) 15,706.20 (10) 8,922.66 24,628.86 141,709.97 None (11) (12) (1~) 14 141 709.97 (15) x. . (16) 138 , 709.97 x .06 8,322.60 450.00 . (17) 3,000.00 K .15 . (16) 8,772.60 Intoros1 8,772.60 (10) (20) (21) (21A) (2IB) 0.00 0.00 0.00 See Schedule attached ADDRess 10000 M::lLLY PITCHER HIGHWAY SHIPPENSBURG, PA 17257 COPYflghl FOlml 5olh",'eOnl)', 1994 Nejto, Int. N94PAOOl Estate of I JULIA A ZIM>1ERMAN 21-95-0896 SlMolARY OF ALl.OCATIONS 'IO BENEFICI1\RIES Class A JOHN H ZIM>1ERMAN KYLE Z ZIM>1ERMAN MELLeN BlINK 'IRUS'I'EE FOR JOHN ZII>MERM 14,806.16 1,000.00 122,903.81 138,709.97 Class B OORaIHY Z WARNER SHIRLEY J WE'SItl'oI 1,000.00 2,000.00 3,000.00 Estate of: JULIA A Z~ 21-95-0896 'l11e follCMing persons are signing the return as representatives of the estate: JaIN H Z:wMERMAN 42 CARLISLE ROAD NaoNILIE, PA 17241 , , , ~..~~ I' , PA. REV-1500 EX (7-04) Pogo 2 Act 1148 of 1994 provides for the reduction of the tax rates Impoaed on the net value of transfers to or for the use of the spouse. The rates as prascrlbed by the statute will be: . 3% (.03) will ba appllcablo for estates of decadents dying on or aHer 7/1/94 and bafore 1/1/96 . 2% (.02) will be oppllcablo lor estates of decedents dying on or aHor 1/1/96 and beforo 1/1/97 . 1% (.01) will be applicable for estates of decedents dying on or aHer 1/1/97 and before 1/1/98 . Spousal transfers occurring on or aHor 1/1/98 will be oxempt from Inhorllanco tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (Ii) IN THE APPROPRIATE BLOCKS. YES NO 1. Old docodont mako a transfer and: a, rotaln tho usa or Incomo ollho proporty transforrod,. , . .. . . . .. . . . ... . . .... . . . . . . . . . .. . . .. . . . . .... . . . . . . . . . . . . . . .. . . . X b. rotaln Iho right to doslgnato who shnll uso tho proporty transforrod or Its Incomo" . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x c. rotaln a rovorslonary Inlorosl; or. .. . . .... .. . . . . . . . . .. . . .... .. ... . . ..... .. . . . ... ... , .. ,. . . ..... .. , , . . . .. . . . . . . , . . X d, rocolvo tho promise tor lifo 01 oithor pavrnonts. bonofils or caro?. . . .. . , . ..... . .. .. ... . ... . . .. .. . .. . . . . ... . . . . .. ... .. . . X 2. II doath occurrod on or boloro Docombor 12. 1982, did docodont within two yoars procoding doalh !ronslor proportY Wllhout recolvlng adoquato considorallon?1l dooth occurrod aUor Docembor 12. 1002, did docodonllronslor proporty wllhin ono yoor 01 doalh without rocolvlng adoquBto consldoratlon? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X ~. Old docodonl own 011 'In trust lor' bonk account ot his or hor doalh? . . . . . . . . , . . . . . . . . . , . . , . . . . . . . . , . . . , . , , , . . . , . . . . . . . . . . X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. PA15002 NTF eeeo Copynght Forma So!twAr. Only, 1994 N.lco.lnc. N94PAOOl REV-1502 EX + (12-05) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER JULIA A ZIM>1ERMI\N 21-95-0896 (Property lolnlly-owned wllh Right 01 Survlvorahlp muat be dlacloaed on Schedule F) All ,ael e.tate ehould be reported etlalr merket velue which la denned .. the prtce et which property would be exchanged batween e willing buyer end e Willing aeller, neither being compelled 10 b or aell, bath havl" reasonable knowted . of the relevant facta. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 PER.'3CW\L RESIDENCE, 2831 RI'INER HIGHWAY, CARLISLE, PA 115,500.00 TOTAL Also onlor on Ilno 1. ReeD Ilulallon (II moro apnea 19 noodod, Insorl additlonolahoal9 of Barno slzo.) $ 115 500.00 PA15021 NTF 1211 COPYrlG"1 Form. Sollwar. Only, 1894 N.ltD,lnc:. NIl4PA011 R[V~160'[)l.U'."1 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY PI04BO Pllnt or T 0 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JULIA A Z~ All '0 e olnll -owned wllh the RI ht 01 Survlvo,.hl ITEM NO. FILE NUMBER 21-95-0896 must be dlscloaed on Schedule F VALUE AT DATE OF DEATH DESCRIPTION 1 CHECKIN3 ACXXXJNI' 111135929, FARMERS 'IRusr ACCRUED INl'EREST 'l1J DAm OF DEA'lll 2 WRD ABBE:IT us OOVERMENI' SEe R.JND Accr 114000500733 7,119.48 0.82 28,912.37 3 MELLCN BANK, INl'ERVIVOS mllSr 00. 0756BN 12,294.18 4 ACCRUED INl'EREST 'l1J DAm OF DEA'lll 11.98 5 HOOSEHOLD FURNI'IURE & APPLIANcr.s 2,500.00 TOTAL Also ontor on Ilno 5. Ruea i1ulallon $ (Attach additional 0 1/2" )l 11" ohootoll molD spoco Is noodod,) 50 838.83 PA150Bl NTF '215 Copyright forml 5oltwlr. Only, 111114 Nllco, Inc. N94PAO., n[v.nl:l'U.!lIl13l COMMONwr Al Tt! or P[ NNSVLVANIA INIl[RITANC[ TAX R[tURN R[SIDENT DEC[D[NT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS ESTATE OF JULIA A ZIfo'MERMAN ITEM NO, OEseR IPTION 1 RE'AL'IORS CXl>MISSIOO, EBENER & T>SS:X; 2 NOrARY FEE, RFAL ESTATE TRlINSFER 3 DISBURSEMENT FEE, STE.WART TITLE 4 RE'AL ESTATE 'rnJ\NSFER TAX, RECORDER OF DEEDS a.r.lBERLAND a:x.JmY 5 P~ PEST, TERMITE INSPECTIOO 6 D&D SEPl'IC SERVICE 7 RE'AL ESTATE ENVIRrnMENrAL SERVICE 8 SARAH A 'IODD MEMJRIAL Ha>1E 9 UNITED 'I'ELEl'HCt'IE 10 PP&L ELECI'RIC 11 PP&L ELECI'RIC 12 ME:I..I.OO BANK PA1512t TOTAL Also ontor on IIno 10, Roca ltulatlon (II molO apaeo 1'1 noodod, Insort additional shOOIS 01 samo lUlO,) NTF:I'UO Copyrlghl Forma Sollwa,. Only, tgIJ4 N.lco, Inc. NIJ"PA !:I' 1 Plalse Print or IFILE NUMBER 21-95-0896 $ . AMOUNT 6,930.00 2.00 35.00 1,155.00 30.00 155.00 50.00 26.00 25.84 185.82 300.00 28.00 8 922.66 .IUY-U13Ut(l-871 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAlC RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER JULIA A ZIM-IERMAN ITEM NO, NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP 21-95-0896 AMOUNT OR SHARE OF ESTATE A. Toxoblo Boquosls: 1 JOHN H ZIfoTo1ERMAN 42 CARLISLE ROllO NE.Wl/ILLE, PA 17241 SCX'l 14,806.16 2 KYLE Z ZIfoTo1ERMAN 714 RG'IE lJ\NE HARRISBURG, PA 17112 GRANJ:l.':lC:N 1,000.00 3 OOROIHY Z WARNER POBOX 96 PlAINFIElD, PA 17081 1,000.00 4 SHIRLEY J WES'ltN 2193 NE.Wl/ILLE ROllO CARLISLE, PA 17013 2,000.00 5 MELI.CN BlINK TRUSI'EE FOR JOHN ZIMo1ERM am WE'ST KIN3 SI'REET SHIPPENSBURG, PA 17257 122,903.81 ITEM NO, NAME ANO ADORESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE 8. Chorlloblo and Goyornii1onlol Boquosts: None TOTAL CHARITABLE ANO GOVERNMENTAL BEOUESTS Also onlor on IIno la, ROCQ lIulollon (If mora apace la needed, Insert addlUonalaheeta of sama alze) $ 0.00 PA16131 NTF lll0A CapYllllht Form. Saltw.f' Only, 111114 N.lco,lnt. N04PA13' A, SelUement Slatement U.O, n,p.lIm,n' 01 !toll.lnll and Urb.n U...lllpm.nt ~ ,r OMI1 No. p!:oo~ope!:o D, Type of loan 1.0 FIlA Z.O FmllA 3,0 Conv. linIn. File NurrIJer CIIAMBERLAIN lOM1 Numher Mortoage Insuf4ncu Casl! Nll"~)er 4, 0 VA 5. [l]I Conv, In., C. NOTE: This form 15 furnished 10 g)yo you 8 slalomenl 01 DClual soltlomonl coals. Amounts paid to and by tho Bolllomonl ooonl 8ro shown. lIema morked "p.D.C," wore paid Dutsldo of closing: thov orD shown horo tor Inlormallonal purposDs and DrD not ,"chIded In tho 10101s. D. NAME AND ADDRESS OF BORROWER: DAVID P CIIA!4BERLAIN end LAURA CIIAMBERLAIN, , , XlI.l\ll, , 'J0-RI-11l20 E, NAME AND ADDRESS OF SELLER: JULIA A ZIMMERMAN ESTATE F, NAME AND ADDRESS OF LENDER: NOR1II\IEST SAVINGS BANK G. PROPERTY ZB31 RITNER IUGlfIIAY LOCATION: CARLISLE. PA 11013 WI!ST l'I;NNSIlORO TOWNSIIIP H, SETIlEMENT AGENT: IRVIN, HcKNIGlIT & IlUGIIES PLACE OF SETTLEMENT: 60 VEST POHFRET STREET, CARLISLE, PA, 11013 (TIN - 23-1438S31) I, SEmEMENT DATE: OecerMer 18, 1995 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT OUE FROM BORROWER: 00. GROSS AMOUNT DUE TO SELLER: 101. Contract ..In pIle. TIT.-S-UU. UU 401. ConltaCI ..In p,lc. 115.500.00 102. r'llan,1 pIOp.lI, 102. rlllantl plOp.lly 103. S'III.m.nl Ch"g.. 10 bono..t; 403. 'Ilom Un. 1400) 4.728.20 104. 404. IDS. 405. ADJUSTMENTS FOR ITEMS PAID BV SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BV SELLER IN ADVANCE: lOB. 01,110"" I.... '0 4011. Cllyl10wn 1.... '0 107. Counl, I.... 12718795,012731195 11. 01 407. Count, I.... 12/18/95,012 / 31/95 11.01 101. A.....rn.nlt 12-'18795'0 6/30/96 669.72 401. A.....m.nlt 12/18/95,0 6/30/96 669.72 100. 400. 110. 410. 111. 411. 1U. 4". 120. GROSS AMOUNT DUE FROM BORROWER: 120,908.93 420. GROSS AMOUNT DUE TO SELLER: 116,180.73 200. AMOUNTS PAID BV OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. D.po.lt 01 ...nlll man." 2.400.00 501. bUll d.po.11 (II. In.lluclIon.) 202. Pllnclpa' arnounl 01 nl'" loanl') 75.000.00 50:11. S'IU.m.nl ChalQII 10 111111 (lln. 1400) B.357.00 203. e:.tlllno 10In(.) ""'.n 'UbJ'CIIO .03. E.I.llnglo.nll) 11"'.n .ubl,cIIO 204, 504. P',Dll 0111111 mOllglO' loin 20&. 505. P"oll 01 ..cond mollglll' loan 2011. 50e. 207. 1i07. 201. SOl. 20Q. liDO. ADJUSTMENTS FOR ITEMS UNPAIO BV SELLER: ADJUSTMENTS FOR ITEMS UNPAID BV SELLER: 210. ClIyllown I.... '0 110. CUr/lown I.... '0 211. Counly "... '0 1111. Counl)' I.... '0 212. A.....rn.nll '0 1112. A.....rn.nl. '0 213. 1113. 214. 1'4. 215. S16. I1e. IUe. 217. 117. 218. Ill. 210. Sill. 220. TOTAL PAID BWFOR 77,400.00 520. TOTAL REDUCTIONS 8,357.00 BORROWER: IN AMOIINT nllF. ~F.II FR' 300, CASH AT SETTLEMENT FAOMITO BORROWER: 600, CASH AT SETTLEMENT TO/FROM SELLER: 10, 6ro" .moU"t duo fr~ barr"wer '11"0 "0' 120-.-9 OB~-:r 601 11"059 amount riue to seller '11.... 4"0' 116.180.73 301. I.c~c ~mount --;;trf h"(ar borro\lcl" 1 tne 2:!O' 77 400.00 502. leu rar!:lr.t'n~ t" a~t.. !b" c~l1QI"t1lnQ S2Q 8.357.00 303. CASH ( €]FROM) ( D TO) BORROWER: 43,508.93 603, CASH ( E1TOI ( D FROM) SELLER: 107,823.73 Hue-, (3'06)' RESPA, HB 4305,2 PAGE' ItIlO., (R.v. 318111 L. SETTLEMENT CHARGES 700. lOTAL SALESIOROKEf1'S COMMISSION nA8<ooN,'nll" .115,500.00.. 6.000... 6,930.00 OMn No. ~r.o,.o"ll!I DIVISION OF COMMISSION LINE 700 AS FOLLOWS: PAID FROM DORROWER'S FUNDS AT SETTLEMENT PAID FROM SELLER'S FUNDS AT SETTLEMENT r, nrORG & SSOC 930 0 Comml, I n aid I", " AYADl' IN NNE TI N WITH LAN: RORT~ESl I 2'::::~~1 1",11" :::' ~:::.:.:::';::~:, '" co, ; e~l ,~,;. ';'It 1.;., : NORT~ESl '::~T'!'\/r~.! n,' IIn fI M I In I n I "f ... ,..t'''''ll',I,...ltt PP C F R ,!II T ;[U;Ulr RE UIR D BY LENDER BE PAID IN ADVAN E: ., . . , '" mlu fo, . . lood IMUlallt' "mlum 10f lood In UI ne monlh,. . month.@. month, CilI' monlh'@' monlh.. . month. ~. month, C. month O. ustment pit month pI! month PI' monlh P" monlh pit monlh P'I month pII monlh pit monlh 1000. RE EAVES DEP ITED WITH LENDER: . MIl' In UI n . " Counl '0 II III A re ate Accounttn [scraw Ad 1100. TiTlE HAR E : B llml" 0' elo In II 10 hll Ie to 4 rn Cl 015 0 U nl " I 10 to 110fl. No It R B IJ N E 1107, Allorn'," I.., 10 FOREST N HYERS ESQ Inelud. .bolll Il.m umbl": .00 2.00 J'OC 1101, TItl. 1n,\,IranC.lo STEWART TITLE GUARANTY CO : I .1 flncludu .bon It.m. Numbl' On' v.r OISAURSEMENT FEE STEWART TITlE ENT RE ROIN AND TRAN FER HAR E : ,,' 'M. 1 155.00 55 00 . ,.1... 1 55.00 1 5.00 . , . ell counl U. .m .1 'Moll' I 1204. 1205, 1300. ADDITI NAL ETTLEMENT HARGE In. Ion 0 P NN P Sf Of' CAR S & S PT C R R AI. EST T r 0 ~ T S c 30.00 55. 0 50.00 4 728.20 8 357.00 I h.u c'"lull~ 1....I.w.d th. tiUO'1 B.IlI'm,nl BIII.m.nl .nd to Ih. but 01 m, )..no"I,dll' .nd b.II,I, II I. . I,u' and aCCu"I, "atlmenl 01 an ,.C.lp" Ind dl.burumlnll m.d. on m~ .ccount or b~ m. In Ihl. I,.nllcllon. I hnlhll CIlUl~ Ih.t I hlu rlc,'v.d . cop)' 01 the IlUD'1 B.,lllmlnl Dlatlmenl. DAVIO P CIIA~DCRLAIR 0",,12/18/95 :::~'':' JULIA A ZIM~ERMAR ESlATC 0".~2/18/95 0",,12/18/95 ::::':' Olt.: LAURA CII~~DERLAJtI Thl ItUO.1 U.ttl.m.nl 8l1tlmlnl whIch I haVI p"p,"d I. a I'u' .nd It(ullll .(Counl ollhl. lI.nuCllon, I h..... caulld Of "Ill "UII lh' lund. 10 bl dl.burud In Iceold.nce wllh thl. ".l.m.nl, o.t.: U.III.m.nl ^1I.nl: 0"J2/18/95 IRWItI McKllIG11l & IIUGIlES WARNING: II I. I Cllml 10 )..nowlnlll, mlh lal.. 'I.l.m.nl' 10 the Unllld BUill on Ihl. 01 an, olhlr 'Imllal 101m, r.n."lu upon con~lellon t.n Ineludl . Iln. IInd ImpII.on- m.nl. For d.Ull. ,": Till. 18 u,n, Codl D.ellon 1001 .nd O.cllon 1010, Shepard'o/McGrnwoHIII (ODD) 522-1050 HUD-1 (Rev. 3/06) PAGE 2 LORD ABBETT U.S. GOVT. SEC. FUND, INC. P.O. BOX 419100 KANSAS CITY MO 64141 SVSTEMA TIC 12/ 15/ 1995 WITHDRAWAL STATEMENT R.I'. 6902 SNAVELY THE O.N. EQUITY SALES CO. CIO D FRED KOCHEL AGENCY P.O. BOX 1554 LANCASTER PA 17608-1554 loRD, ABBEIT & CO. ItrVUtmnrt Management 1,..111",111,,,,,,11,,11,1,1,,,1,,1,,1,1,,11,11,,,1 JULIA A ZIMMERMAN 2831 RITNER HWY CARLISLE PA 17013-9423 IDWT. NO. OR SOC. !jEe. t4Q. 114-05-3598 I Fund ,jOj 21 Account No. I Chk;Qt 1.000500733 Conllrm Trado T,anS.lctlon Dollar Amount Sharo Sharcs This Total Sharos Ownod Data Dato or rnns.1cllon PrieD Transaction . IO,660.~4~0 ! UEGINNING BALANLl 4/1~ 4/10 INCOME REINVEST 206.28 U~ ~t666 4/1 /./16 WITHDRAWAL PAYMENT -CHEC 22 .0 H:f~~ 18:lll :11' r t INCOME RE INVEST 206.21 U, 10,Z O. I /1 /J~ WITHDRAWAL PAYMENT -CHEC 22 .00 10, 8. /1 6~1 INCOME RE INVEST 206.02 H:ISt 10, Z~4. I 6/1 WITHDRAWAL PAYMENT -CHEC 22 'OB Ug 19:ur~~ r m; INCOME RE INVEST 202'g ~qe~ /1 WITHDRAWAL PAYMENT -CHEC 220. 0 6~1 INCOME REINVEST 202. 8 18:U :e ~ WITHDRAWAL PAYMENT -CHEC 220.0 2.66 H:661 r fO INCOME RE INVEST 202'86 2. 0 ~1: I~ 10, !'I'll' /1 dJ~ WITHDRAWAL PAYMENT -CHEC 220. 2. 1 10, 4. B 1 /1 INCOME RE INVEST 202.62 2.1 ~H 1 IO'ZIZ.4 10/16 10/1 WITHDRAWAL PAYMENT -CHEC 220.00 2. 1 10, ~ .2 3 II/II 11/06 INCOME REINVEST 202 '61 2. 2 ~4.4e2 10, o. 11/1 l1/1e WITHDRAWAL PAYMENT -CHEC 220. 0 2. 1 1. I 1 lo,ZT~4 12/1 12/0 INCOME RE INVEST 202.26 2. ~ ~~:ga~ 10,ZO . ~? 12/1 12/15 WITHDRAWAL PAYMENT -CHEC 220.0 2. 10. 2 .0 Fund Ident. No. 13-6020601 Your Pa ment 0 tlon Dividends Cap. Gains REINVEST REINVEST ~ g ~ Check No. 259244 Total Shares Ownod In Cortlflcato Form + Non-C.rllllc,,'. Farm 10,623.0610 = Tol.1 Share, Owned 10,623.0610 {J[ TlICII HilS COW'IHMAlIOlj Mm R1: l"llj rOIl ','OInt 1l1;C:OfHJ~; nrfOli[ U,~;lmW ori nrflOSITltHl ClU:CII: SYSTEMATIC WITHDRAWAL CHECK loRD, ABBEIT & CO. Irrvestment Management LORD ABBETT U.S. GOVT. SEC. FUND, INC. P.O. BOX 419100 KANSAS CITY MO 64141 l8.tH. 'iOiO ~ . I PAYA8LE DATE CHECI(. NUMBER P'y to the order 0': 12/15/1995 259244 DOLLARS JULIA A ZIMMERMAN 2631 RITNER HWY CARLISLE PA J7013-9423 PAYABLE AT; "oiled missouri bank "'~t...,._..on&t_..."," .....c..,,"'_.......'u . . '" Fund No. I 12 Accaunl No. Chit Dgt }:::Jv.fn I n '\J. ~ AUTHORIZEO SIGNATURE 4000500733 DC o 11.25"12....11. 1:~D~DDDbq51: lI.q8?8DD~58511. * * LAST WILL AND TESTAMENT * * I. JULIA A, ZIMMERMAN. of West Pennsboro Township, Cumberland County, Pennsylvania. revoko my prior wills and declare this 10 bo illY last Will: EIBID:; PAYMENT OF EXPENSES. I direct 1hat tho oXllCnses olmy last illness and luneral bo paid from my estato as soon as may convoniently bo done. SECOND: SPECIFIC BEOUESTS ,I givo. deviso and bequeath. as lollows: A. To my sister.in.law. SHIRLEY J, WESTON. 1WO thousand ($2.000.001 dollars. B, To my sister,in.law, OOROTIIY Z, WARNER. ono thousand ($1,000.00) dollars, C, To my great grandson, KYLE Z, ZIMMERMAN. one thousand ($1,000.001 dollars, THIRD: RESIDUE OF ESTATE ,I give. devise and bequealh all the rest. residuo and romainder of my estate unto my son, JOHN H, ZIMMERMAN, in 1rust, however. undor tho following terms and conditions A. Tho entire no1 income shall bo distributed quarterly. B. In tho event my son dies prior to becoming entitled to this trust or upon his death, the trust shall then bo divided among any olmy grandchildron, who shall survivo mo by thirty (30) days, per stirpos, in as nearly equal sharos as Ilossiblo. Law Office of FOREST N. MYERS FOURTH: TRUSTEE. I aplloint MEllON BANK, N,A, and JOHN H. ZIMMERMAN, Co. Trusteos of tho trust croa1ed by this, my last Will and Testament. I horeby relieve said Trustoes from tbe necessity 01 posting security in connection witb tho duties as such in any jurisdiction in which they may bo called upon to act, insolar as I am able by law to do so. ... FIFTH: PROTECTIVE PROVISION . To 1be greatost oxtent permittod by law. belore actual payment to a benoficiary, no interest in incomo or principal shail bo lil assignablo to a beneliciary or (iil availablo to anyone having a claim against a beneficiary. 1??oo Molly Pilcher Highway ShlppensburS, PA 17257 (717) 531.9046 SIXTH: DEATH TAXES. All federal, estate and other death taxes payable on tbo property forming my gross estate, whother or not it passes under this will, shall be paid out of the principal of my probate estato just as if thoy were my dobts, and none of 1hose taxes sball be charged against any honoficiary. This provision sholl not OPllly to any proporty ovor which I havo 0 oonoral powor of apllointmont for fodorol ostole lax PUfilOSOS, SEVENTH: MANAGEMENT PROVISIONS. I authoriw my Executor, as follows: A, R01ain/lnvest: To rotain and to invost in 011 forms of roal estato and Ilorsonalproperty, including common Irust funds, mutual funds and monoy market deposit accounts and certificates of dOllOSil, regardless of any limitations imposed hy law on invastments hy oxeculors or any principlo of law concernino invoslment divorsificalion; B, Compromiso: To comlHomiso claims and to ahandon any proporty which, in my Execulor's opinion, is of littlo or no value; C. Borrow: To horrow from and to soli properlY 10 my son or others, and to plodoo property os socUlity for repayment of any funds horrowod; 0, Sell/Leaso: To sell atpuhlic or IHivato salo, to exchange or to loaso for any poriod 01 lime, any roal or personal property ami 10 Oivo options for sales or leases; E. Capital Changos: To join in any merger, reorganization, voting,trustplan or olher concerted action of securi1Y holders, and to delegate discrotionary dutios with respect thereto; F. Oislributo: To distributo in kind and to allocato spoclfic assots among tho benoficiaries !includino any custodian hereundorl in such propor1ions as my trusleo may think bost, so long as tho total markot valuo of any benoficiary's sharo is not affected by such allocalion. Theso aulhoritios shall oxtond to 011 properlY 01 any timo hold by my Exocutor or my Trusteo and shall continuo in full forco unliltho actunl distribution of 011 such proporly, All powers, authoritios and discrotion granted by this will shall ho in addition 10 thoso grantod hy law and shall bo oxorcisablo without court authorizolion. EIGHTH: EXECUTOR. I apllOintmy son, JOHN It ZIMMERMAN, Executor of my Will, In tho ovent of tho death, resigna110n, renuncialion or inability of my husband to act as Executor, I appoint MelLON BANK. N.A., Executor of this, my Will, Neither my Executor, nor any succossor shall bo required to give bond. , '- ~ i ~, I':: , .... ' ,"l'oo. _v..:.il/;,;u .. ._________.....io,...... .... _.-I. c....~.....-""~ . ........., ,-........ IO^" 2 1996 TRUST AGREEliENT TRUST AGREEI1EIIT made the 1""'- day of j.., l...y .' 1981, between Julia A. Zimmerman of R.D.OI, Box 275, Shippensburg, cumberland County, Pennsylvania, (hereinafter called "Sett lor") and Commonwealth lIat ional Bank, 10 Ilarket Square, Harrisburg, Dauphin County, Pennsylvania, (hereinafter called the "Trustea"). I. Trust Property. For good and valuable considerations, Settlor hereby transfers and delivers to the Truatee the property listed in the schedule annexed hereto, to have and to hold the saLle and any cash, securities or other property which the Trustee may, pursuant to any of the provisions hereof at any time thereafter, hold or acquire (all of such property being hereafter referred to collectively as the "Trust Estate") for the uses and purposes and upon the terms and conditions herein set forth. 2. Dispositive Provisions: The Trustee shall hold, manage, invest and .eir.'..est the trust estate and shall collect the income thereof and dispose of the net income and principal as follows: (a) During the lifetime of the Settlor, the Trustee shall pay to the Settlor All of the net income in IIlOnthly installl,lents. If at any time the Settlor should become incompetent or for any other reason be . - unable to act in her own behalf, the Trustee may in its absolute discretion pay to or apply for the benefit of the Settlor, in addition to the pay- ~llts herein above provided for her I such amounts from the principal of the trust estate, up to the whole thereof, as the Trustee may from time to time deem necessary or adviaable for her use and benefit. (b) Upon the death of the Settlor, if ahe is survived by her husband, George R. Zimmerman, the Trustee shall divide the trust estate -1- -------------- -. into two separate trusts hereinafter designated Trust "A" snd Trust "B". the assets, inclUding cash, of each tru.t to be fairly representative of appreciation or depreciation in the velue of all property then available for distribution in satisfection of such transfer, and to be ascertained as follows I Trust "A" shall be an alDOunt equal to the lesser of the fallowing I (I) The maximum marital. deduction allowable for federal e.tate tax purposes with respect to the Settlor'. estate; or (2) The minimum alDOunt which, after allowance of the available unified credit and any other credits allowable to the Settlor'. estate, will result in no federal estate tax on the Settlor's estate; except that the amount in Trust "A", as so determined, shall be reduced by the value, to the extent includible in the Settlor's gross e.tate under the federal estate tax law, of any interest in property paseing under the will of the Settlor or which is deemed to have passed from the Settlor to George R, Zimolerman, husband of the Settlor, for the purposes of marital deduction. Trust "n" shall be equal in amount to the balance of the Trust Estate after deducting the amount allocated in Trust "A". In allocating the Trust Estate between Trust "A" and Trust "B", the Trustee shall first allot to Trust "A" the lIlOre liquid and salable assets of the trust estate If any asset of the trust estate shall be deemed e terminable interest which cannot qualify for the marital deduction under the federal estate tax law, such asset shall be alloted to Trust "B" and Trust "A" shall br. reduced in amount to the extent that it cannot be composed of quelifying sssets. -2- (c) After dividing the trust estate os hereinabovC! providC!d, the Trustc!C! sholl pay to the SC!ttlor's husband, GC!OrjjC! H. Zill1ll\C!rmon, in monthly or othC!r convC!nient installmC!nts all of the nC!t income from Trust "A" during his llfetimc. If at any timC!, in thC! absolutC! discretion of the Trustee, George R. Zimmerman should, for any reason, be in need of funds for his proper core, maintenanco and support, the Trustee may, in its absolute discretion, pay to him or apply for his benefit, in addition to the payments hereinabove provided for him, such amounts from the principal of Trust "A" up to the whole thereof, os the Trustee may from time to time deem necessary or advisable for his usC! and benefit. Upon the death of George R. Zil1llllCrman, the Trustee sholl distribute the entire remaining principal of Trust "A" as he shall appoint in his will, free of this trust, to his estate or in favor of any other person or persons.' It is the intention of the Settlor that George R. Zimmerman should have the broadest possible power of appointment by will os to the principal of this trust remaining at his death (whieh power sholl be exC!rcisable by him alonC! and in all events), but in the event GC!orge R. Zimmerman foils to exercise his power of appointment, the remaining principal of Trust "A" shall bC! disposed of in the some monner os the vl'inclVBl of Trust "n". (d) After dividing the trust estate os hereinabove provided, the TrustC!e sholl accumulate the income from Trust "n" during the lifC!timc of George R. Zimmerman, provided, however, that the TrusteC! shall havC! the power, in its absolute discretion, to pay to George R. Zimmerman, or to apply for his benefit, such amounts front the principal and accumulated income of Trust "B", as it lIIOy from time to time deem necessary or advi- sable for his proper core, maintenance and support. -3- pay the principal together with all accumulated income to such minor, and if such minor shall die before attaining such age, the principal and all accuMulated income shall be paid over to the estate of such minor. The authority conferred upon the Trustee by this paragraph shall be construed ss a power only, and shall not operate to suspend the absolute ownership of such property by such minor or to prevent the absolute vesting thereof in such minor. With respect to the administration of any such property which shall vest in absolute ownership in a minor, and which shall be held by the Trustee ss authorized in this paragraph, the Trustee shall have all the powers vested in it under the provisions of paragraph 3 hereof. 3. Trustee's Powers. Without regard to any legal restrictions otherwise applicable to trustees, the Trustee is authroized and empowered, in its sole and absolute discretion, to exercise the following discretionary powers as well as any other powers conferred by law: (a) To retain, whether originally a part of the trust estate or subsequently acquired, and to purchase or otherwise acquire and to retain, any property, whether or not such property is authorized for investment by law, or is unsecured, unproductive, ur of a wasting nature, all with- out diversification as to kind and amount. (b) To transfer, sell, exchange, partition, lease, mortgage, create a security interest in, pledge, give options upon, or otherwise dispose of any property at any time held by them, at public or private sale or otherwise, for cash or other consideration or on credit, and upon such terms and conditions, with or without security, and for such price, as they may determine. -5- '.-----~_." .'W 'f' \., (c) To hold any part of the trust eotate in cash or uninvested for any period deemed advisable. (d) To extend, modify, or waive the terms of any bond and mortgage at any time forming part of the trust; to foreclose any auch mortgage or take title to the property securing it by deed in lieu of foreclosure or otherwise; to protect or redeem any such property from forfeiture for nonpay.~nt of taxes or other liens; and generally to exercise as to such bond and mortgage or such property all powers that an absolute owner might exercise. (e) To exercise any option, right or privilege to convert bonds, notes, corporate shares, or other securities, or to subscribe for addi- tional or other bonda, notea, corporate ahares, or other securities; to make such conversions or subscriptiona; to make paymenta therefor, and to advance or borrow uoney for the purpose of exerciaing any such option, right or privilege; and to hold aa inveatments auch bonds, notes, cor- porate shares, and other securities so acquired, notwithstanding that they are not of a character authorized for investments by law or by other provision of this Agreement. (f) To vote sny corporate share a held by them in person, through their designees, or by proxy, wIth or without power of substitution, and to execute authority or proxies to one or more deaignees or nominees. (g) To borrow money for any trust purpose and to pledge all or part of the trust eotate to secure such borrowing, without incurring any personal lisbility therefor. (h) To pay, extend, renew, DlOdify, or compromise, upon such terms as they may determine, and upon such evidence as they may deem SUfficient, any obligation or claim, inclUding taxes, either in favor of or againat the trust estate. -6- (i) To hold or register any securitieo or other property of the trust estate in the names of a nominee or in such form as to pass by delivery, with or without indicating the fiduciary character of such securities or other property. (j) To hold any separate parts or shares of the trust estate wholly or partly in undivided form for convenience of investment and administration. (k) To divide and distribute the trust estate in kind or in money, or partly in each. or by way of undivided interests, and for such purposes to value any property to be thus divided or distributed at fair market values at the date or dates of distribution, and reflecting propor- tionately the capital gains of appreciated property. 4. Additional Property. The Settlor reserves the right for heraelf or any other person to increase the trust estate by delivering property to the Trustee, or by having the proceeds of insurance policies made payable to the Trustee, or by bequest or devise by will. The Settlor will notify the Trustee in writing of any policies so made payable to it, or deliver such policies to the Trustee as custodian thereof. The duties and liabilities of the Trustee shall under no circumstances be substantially increased except with its written consent. 5. Accounting by TruHtee. The Trustee shall keep all the accounts and records of the trusts created herein semiannually or oftener, shall render to the Settlor statements showing all receipts, disbursements and investment transactions. After the death of the Settlor, the Trustee shall render at least semiannually, to each adult beneficiary then entitled to iucome under the terms of any trust created hereunder, a statement showing in detail receipts, disburoements and distributions of both principal and income of the ttust estate. -7- . -, 6. Compensation of Trustee. The Trustee shall be entitled to receive and retain as cOIT,pensation for its service hereunder, il\ accordance with its otandard schedule of fees in effect from time to time rlurins the period over which its serviceo are performed. The Trustee shall supply the Settlor with a n,onthly statement as to the status of principal and income of the trust estate. 7. ~endthrift Clause. No interest of any beneficiary under any trusts created herei,,, either in income or prindpal, oho11 bc sllbject tCl pledge, assiRnMent, sole or tronsfer in ony manner, nor shall any beneficiary have the power in any manner to anticipate, charse or encumber his interest either in income or principal, nor shall such interest of any beneficiary be liable or subject in any lTollnner for the debts, contracts, liabilities or engagements or torts of such beneficiary. Il. Tax Provision. Upon the death of the Settlor, the Trustee sllall pay all taxes which shall be properly charged against the trust estnte by reason of the death of the Settlor. If any executor, administrator or other person acting in a fiduciary capacity shall have paid any estate, inheritance, or succession tax upon the or with respect to any or all of the trust estate required to be included in the gross estate of the Settlor, the Trustee shall reimburse such executor, administrator or other person acting in a fiduciary capacity for the amount of such taxes. If the husband of the Settlor, George R. ZilT.mcrtlan, shall survive the Settlor, all such estate, inheritance and succession taxes properly charged against the trust estate shall be paid out of Trust "B", as designated in subparagraph (b) of paragraph 2. 9. ~. This trust shall not take effect until the execution of this Agreement by both the Settlor and Trustee and it shall be soverned and construed in all respects according to the laws of the Commonwealth of Pennsylvania. -8- SatEDULE "A" 39,195.00 Units Ccmoon F\md A-1 631.00 Shares American Telephone & Telegraph Canpany $ .43 Principal Cash . - . ..........-.. Sworn to and subscribed before DIe this 111J day of . JUL'I , 1981. ~;OJVWr( )t! lw--.,..... ~,,,,""", . . ':AHlISllIlOflO, CUMBERlAND COUNtY l1y 0;n;,~US10n Expires: \\Y COMMISS10tHXPIRES JAN, 7, \985 ~t!mbPl. Ptnnsytnnla Auoclalion of Nnt,flfl:\ CO~~NWEALTH OF PENNSYLVANIA ss COUNTY OF CUI1BERLAND Before me a !lotary Public, personally appeared ~o~~f2..\ ~. Q.~~.,ql of Commonwealth National Bank, who being duly sworn accordinll to law deposes and says that as such officer he is authorized to take such oath and acknowledges the within instrument to be its true act and deed. Sworn to and subscribed hefore me this '1 TIJ day - 0(; _ UL'I ,1981. _ !~:.O(~^, Not" P~c / My Commission Expires: GAIl v, ~EI5fR, HOt AllY PUlIUC CARLISlE llOflo. CUMBERlAND oourm' MY COMMISSION EXPIRFS IAN 1 1985 M..1Ttt'tt' .....r,n~vh..~n'~ a"ltl~tlll" III .~rll_'~ -10- L ; , REV-1547 EX AFP (12-951 * I \ COHHONW[Allll or PI NNSVl VANIA. ACN 101 UlPARI"fHIOf RIVIHUI :-&.. \ NOllCE or INttERllANCE TA)( BURIAU 01 lHDIYIUUAl IUIS ~.. . b;~ I APPRAlSU1EHT, AllOWANCE DR DISALLOWANCE E~~~i;~~~> -~~~~~;~Air"-~~:;--:JlJlT^J-- ~f~_E~UCT10N~_ANO ASSE~S~N~ ;;L~~:N)~~~;r":~~~~~;:=~~ DATE OF DEATH 11- 23-95 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT. SUBMIT litE UPPER PORTION OF TltlS fORM WITN YOUR TAX PAYMENT TO THE REGISTER Of WILLS. MAH CItECK PAYABLE TO "REGISTER OF WILLS. AGENT" . REMIT PAVMENT TO: FOREST N MVERS ESO 10000 MOLLV PITCHER HWV SIlIPPENSBURG PA 17257 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 \-- A~ount R.~ltt.d -==-- -=- CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iilfv: is'4""i" Ex-iii:P - i IF 9 s"i -Nc.ficE- -(if" ytiHER i f ANci- T AX- APPRA i SEHENT-; - ii trowANC i - iir -- - _m -- - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ZIMMERMAN JULIA A FILE NO. 21 95-0896 ACN 101 DATE 08-12-96 If an assessment was issued previouslY, lines 14, 15 and/or 1&, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of lina 14 at Spousal 1&. A~ount of Lina 14 taxable at 17. A~ount of Line 14 taxable at 18. Principal T.~ Du. TAX RETURN WAS. I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Est.t. (Schedule A) 2. stock I and Bondi (Schedule 01 3. Clo.aly Hald stock/Partnarship Interest ISchadule CI 4. Hortgeg.s/Hot.. Receiyable (Schadule 01 5. Cash/Bank Dapo,it,/Hilc. Perianal Proparty (Schadule EI 6. JointlY Ownad Proparty (Schadula FI 7. Tranlferl ISchadule GI 8. Tat.l Au.t, APPROVED DEDUCTIONS AND EXEMPTIONS: ,. funaral EMpan'e./Ad~. COlts/HiIC. EMpen..' (Sch.dule 'HI 10. Dabt./Horta.g. Liabilities/Lien. (Schedul. II 11. Total Deductiona 12. Hat Value of Tax R.turn 13. Charitable/Goyernmental Beque.t. (Schedule JI 14. Hat Valua of E,t.te Subjact to Tex NOTEI rat. Lin.al/Class A rate Call.taral/Cla., B rate TAX CREDITS: PAYMENT \ DATE 01-29-96 RECEIPT NUMBER AA082556 DISCOUNT 1'1 INTEREST 1-) 438,63 Cll 121 131 141_ 15) 1&) 171 cql ClOI 1151 IHI Cl7l I CItANGED 115,500,00 .00 ,00 .00 50,838.83 ,00 .00 IBI 166.338,83 15.706,20 8,922,66 1111 Cl21 Cl31 Cl41 ?4.6?R R6 141. 709,97 .00 141.709,97 . IF PAID AfTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I If TOTAL DUE IS LESS TItAN $I. NO PAYMENT IS REQUIRED. If TOTAL DUE IS REFLECTED AS A "CREOn" !CRI, YOU HAV DE DUE A REfUND. SEE REVERSE SlOE OF TItIS fORM FOR INSTRUCTIONS. I ,00 138.709.97 3.000,00 x .00, X,06, X ,15, Cl81 ,00 8.322,60 450,00 8.712,60 AMOUNT PAID 8.333,'/1 I TOTAL TAX CREDIT i 1 BALANCE OF TAX DUE r INTEREST AND PEN. I l - TOTAL -DUE 1 8'772'60~' ,00 ,00 , ,00] ~ 'n In ("l /, ", ~ ,-I L!.l '-, ;~i L': ;;~ j :.; RESUVUJONI f~.t.. of d~ud."h ~~ on or bafor. Dac..b.r II, IIJU u " any future Int.,nt In the estat. II t,an,farrad 1n Po.....lon or enJoy..nt to CI... . leoll_tar.a) ban.flcAsrl.. of the decadant .ft., the ..pltallon af any .,ta'a for Ilf. or for y..r., the Co..onw.aath hateby ..pr..sly r...tva. Ih. right to appral.. and ...... tran,'.r Inh.rltanca r.... at the lawful CI... . leoll.l.ra') rat. on any .ueh future Int.r..t. PURPDst Of NOUCEI To fulfill the requlta..nt. of Sactlon ZI~D of the Inh.rltanca and [,tata ta. Act, Act IZ of 1991. 12 P.S. Section 1140. PA'tKrHT I Datach the top portion of thl. Notice and lub_lt with your pay..nt to the Ragllta, of Will_ prln'ad on the r.v.,.. Ilda. --Haka chack or aon.v ord.r Plvabl. tal REGISTER or MILLS, AGENT All p.v..nt. r.c.lv.d .h.11 flr.t b. .ppll.d to .n1 lnl.r..t which .av bo due with anv r..alndar .ppll.d 10 Ih. tl.. REfUND tCA)1 A r.fund 01 e Ie. credit, which w.. not r.qu..I.d an Ih. f.. R.lurn. .av b. r.quo.t.d by ca.pl.tlng an "Application fat Refund of pann.vlvanl. Inh.rltance and E.telo 'a." IREY.I!IJJ. Application. .r. avallabl. at the Offlc. 01 tho R.gl.t.r of wlll., env of thl Z! A.venu. Ol.trlct Olllc.., or bV calling the .p.clal Z~.haur an.w.rlng .ervlc. nu.ber. lot far.. ord.rlngl In P.nnlylvanl. 1.100.)6Z.Z0~0, out.ld. P.nn.vlvanl. and within loul Herd.burg ar.. (117) 111.10'9", '001 el11) l1Z.ZZ5Z CIlearlng I.Plllr.d Onlvl. OBJECflONSl Anv p.rtv In Int.r..t not ..tl.fled with the appr.I....nt, .Ilaw.nc. at dll.llow.nc. of deduction., or ........nt of t.. Clncludlng dl.count or Int.t..tl .. .hown on thl. Notice .u.t ObJ.ct within .I.tv 1601 dev. of r.c.lpt of thll Notice bYI "wrltt.n protut to the PA n.part..ent of A.nnue, Board of Appuh, D.pl. 2aloZI, Iterrhburg. PI 11IU.IOZI, OR ...I.ctlon to h'v, the .att.r d.t.r.ln.d at Dudlt of the Dccaunt of the p.r.on.1 r.pr..entatlvo, OR "appaal to thl Orphan.' Courl. ADMIN 15tRAl1V[ CORREC'IONS, r.cluel .rror. dl.cov.r.d an thl. ........nt .hauld b. .ddr....d In wrlllng 101 PI. Oep.rt..nt of R.v.nu., lutlftu of Indlvlduftl la.e., AnNI Pa.t A.......nl R...Il.w Unit, Dept. 210bOl, IIftrrhburo. PA 111ZII-0601 Phon. C1a71 111-6!l0~. 51. p.gl 1 of the boaklat "In.lructlon. far Inherltanc. Ta. R.turn lor n Ruld.nt O.c.d.nt" CREY-ISOI) for an ..planatlon 01 ad.lnl.tratlv.lv carr.ctabl. .rror.. OISCDUNh II anv I.. due I. paid within thr.. Cll cal.ndar .onlh. aftlr the d.c.d.nl'. d.ath, . flv. p.tc.nt (!l~l dl.count 01 the la. paid I. allow.d. INTERUfl th. ISX t.. a.n..ty non-partlclp.tlan p.nalty I. co.pul.d on Ih. total of Ih. ta. and Int.r..1 .......d, .nd not paid b.far. Januarv la, 199b, the Ilrst d.y alt.t thu .nd of the ta. ..n..tv purlod. Thl. nan-partlclp.tlon p.nalty I. app.alabl. In Ih. .a.. ~ann.r and In the 'h. .... tl.. p.rlod a. you would app.al the t.. .nd Int.r..1 that h.. b..n .....s.d .. Indlcatud on thl. notice. Inl.r..t I. charg.d b.glnnlng with flr.t d.y 01 d.llnqu.ncv. or nln. (9) .onlh. and on. (1. dav fro~ the dal. of d.alh. to thl det. of pay...nl. 1.... which b.c.... d.llnqu.nt b.fore Januarv 1. 191Z bu.r Int.rut at the ral. 0' aiM 16~) p.rc.nt p.r .nnu. c.lculal.d at a dallv ral. 01 .00016~. All t..... which b.c... d.llnqu.nt on .nd afl.r Januarv I. 1911Z will b.ar Int.r..t at a rate which will vary fro. cal.ndar y.ar to calendar yuar wllh that r.t. announc.d bV Ih.. I'A Olpart..nl 01 Revlnu.. Th. nPllllcablu Inter..1 rah' for IlJIIZ through 1'196 atll PENALlYI ~ Inl.r..I Pat. DailY lnt.r..t ractor !!!!! Inlar..t R.te [1...1 Iv '",.r..t ractor 1'J1Il ". .0005,.8 19111 OX .0002'" 1981 16:< .OOO~38 I'JU.IlJ91 1Ij( .DOUOI IlJII" IIX .OOOJOI 11J9Z .. .0000'''' 1911~ In .00D!~b 11)1J)-19lJ4 IX .0001'1Z 1986 In .OOOU'" 199"-199b OX .OOOZ,"I "Int.rut It calculahd .. followll II/TEREST . ULANCE or TAX UNPAID X I/UNBER or DAYS OELIIIQUEI/T X DAILY INTEREST rACTOR ..Any Holle. I..u.d after the ta. blco... d.llnqu.nl will rall.ct ..n Inl.rut calculation 10 'lfte.n II!.I lIa.,. b.yond the dal. 01 Ih. a.......nt. II p.y..nl I. .ad. atl.r Ih. Int.r..t co.putation dalu .hown on the Hollc., addlllonal Inlur..t .u.t b. c"lcul.lad. , C~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: ~ULIA. Zl,,",~~ Will No. I<39S- 59'=:. 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 I 1. State whether administration of the estate is complete I Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete I 3. If the answer to No. I 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 ~ 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. Date: \o-"'C-l~ .1 .~"-'~ Sign~ture 1=0;:>.:::-,., loJ. ....'(~ Name (Please type or print) \bl ~"'- p,- ....~.. Address S\-'<-tP'PC-lJ~c.Ji2J.., ij::lo... \'2,5". ( 1\1) 632.. 90'-\b Tel, No, Capacity: ~ Personal Representative .x Counsel for personal representative (HAH: rmf/ AM3)