HomeMy WebLinkAbout96-00394
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COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
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18:;-18-6256
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. HBY 6. 1996
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rHale
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Zimmerman
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870 Crains Cap Rd.. Carlisle
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limmerman
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'~"""'I'_CIIJ'.." Michacl L. Norris. Coroner
405 Fair~ay DrIve
Mechnnic9huf , FA 17055
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OATH 01' PERSONAL REPRESENTATIVE
COMMONWEALTH 01' PENNSYLVANIA
COUNTY 0.' CUHIII-:RLANIl
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The pelitioner(s) above-named swear(s) or affinn(s) Ihal the
Slalements in the foregoing pelition arc Irue and eorrecllo Ihe best
of Ihe knowledge and helief of pelitioner(s) and Ihal as personal
represenlalh'c'(,,) of Ihe above decedenl pelitioner(s) will well and
Iruly administer Ihe eSlale according 10 law.
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Sworn 10 or affirmed and sUbscribedkJ
before me Ihis _J.5J:h day of
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hnnie L. Zimmerman
No. 21-96- 3qL
Estate of
ROBERT II. ZIMMERMAN
. Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW Hav 15 19~, in consideration of the petition on
Ihe reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that Johnnie L. Zimmerman
is/arc entitled to Lellers of Administralion, and in accord with such finding, Lellers of Administration
arc hereby granted to
Johnnie I" Zimmerman
in Ihe estate of
Robert II. Zimmerman
FEES
Lellers of Administration ..... $ 70.00
Short Certifieales( ).......... $ 9.00
Renunciation ................ $ 5 .00
.:JCP $ 5.00
TOTAL $ 89.00
Filed ..~'-'X..l.~....~n~::-A.D. 19_
...w,,,, '"~Vl~
IRWIN. Hc.l{NIGIIT & IIUGIlES
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Roger B~ Irdin. Eso. (06202)
ATIORNEY (Sup. Ct. 1.0. No.)
60 West Pomfret Street
Carlisle. PA 17013
ADDRESS
717-249-2353
M^RY C. LEW IS
I'HONE
LETTERS ^ND orWER TO ^TTOHNEY
PETITION "'OR GRANT OF U~rfERS OF AI>MINISTRATION
E.'lale of R08ERT II. ZIt!M~~t!
also klllJlI'lIas
No. _2l:-.JJ6:-_.39 4-
To:
L){'L'f.'Cl.H.'d.
Regisler of Wills for Ihe
County of _CumberlJ!!!.d_ in Ih,;
COl11l11onweahh of Penosyl,auia
Sodal SeCllril)' No. 189-18-6256
The pelition of Ihe undersigned respectfully represents that:
Your petitioner(s), who is,lGll:e 1M l'ears of age or older, appli.l'-'l.
for leners of adminimalion
, on Ihe eslate of
(d.h.n.; flCndclllc lile; durallle ah\cnlia; dumntc minurililll')
the abo,e decedent.
Deccndenl was domiciled at death in Cumberland COUI1lY, Pcnnsylvania, with
II is lasl family or principal residcncc at 870 Crains Gap Road: N.~!ileton 'l'wJl,....
(Ii..' ,ueel, numher .md mUllidpalil)')
Decendent, then n years of age, died Hay 6
at 870 Crains Gap Road, North Middleton Township
,1996
Decendenl at dealh owned property with estimaled values as folllo\\'s:
(If domiciled in Pa.) All personal property
(If not domiciled in.Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal properlY in County
Value of real estate in Pennsyl,ania
situaled as follows:
$~o.QO.OO
$
$
$
Petitioner_ after a proper search ha.ll- ascerlained that decedenlleft no will and \\'as survived by
Ihe following spouse (if any) and heirs:
Name Relationship Residence
Ruth W. Shu hart
sister
600 Meadowbrook Road
Carlisle. PA 17013
429 Arch Street
Carlisle PA 1 1
Harlene Z. Wardecker
sister
THEREFORE, petitioner(s) respectfully request(s) the grant of leners of adminislralion in the
appropriale form to the undcr;jgned.
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Johnnie L. Zimmerman
900 Crains Gap Road
Carlisle, PA 17013
717-243-8001
II NO. AA 146581
IrY-1I6'DI'"''',
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
*'
RECEIVED FROM:
fJ
ACN
ASSESSMENT r:'I
CONTROL I;i
NUMBER
AMOUNT
IRWIN ROGER B ESO
60 W POMFRET ST
1ul
-".,000.00
CARLISLE, PA 17013
'OlD HUf ~
ESTATE INfORMATION:
I!:'I fiLE NUMBER
Y 21-1996-0394
11:'I NAME Of DECEDENT (LAST)
~ ZIMMERMAN ROBERT
II DATE Of PAYMENT
m POSTMARK DATE
COUNTY
SSN
(flRSTI
H
189-18-6256
(Mil
CUMBERLAND
DATE Of DEATH
REMARKS
ROGER B IRWIN ESQUIRE
~ TOTAL AMOUNT PAID
"'4,000.00
DO
REGtSTER OF WI LlS
(' ,
RECEtVED BY Ilk-Vi,' I (' X" J.,,I j) (.;'"
"1 SIGNATURE ] -/ ,
MARY C. L~WI5 ,JI/!I-Ic //; /
REGISTER OF WILLS
SEAL
CHECK1t 10772
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4.'~M"~... _'-l'~... .,:,
COM~~~:t.~~'f'~aF P.rfvN{N'~lANIA
HAARISB5~t,~f(i'Z8.0601
I " 1/1 i 1/
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
I ~ /
fOROATt~or DEATH AFTER lZlllllJ1 CHtCK tlERE
IF A !if'OU~AL
POVrITyc.n ITI"r. .AIM
FilE NUMBER
REV- 'SOO[X '0.94)
C P
o 0 NAME
R N
R D Ro er B. In/in, Es uire
E E
S N TELEPHONE NUMBER
- T 717-249-2353
1. Real E,tate (Schedule A) 1
2. Stock, and Bond, (Schedule B) (2)
3. Clo,ely Held SlocklPannership Intere,t (Schedule C) (3)
4. Mangage' and NOle, Receivable (Schedule D) (4)
5. Ca,h, Bank Depa,its & Mi,cellaneau, Personal Property (Sch, E) (S)
6. Jointly Owned Property (Schedule F) (6)
7. Tran,fers (Schedule G) (Schedulel) (7)
B. Total Grass Assots hatalline, 1-7)
9. Funeral Expenses. Administrative Costs. Miscellaneous
Expen,e, (Schedule H)
10. Debt" Mong.ge l'abilitie,. lien, (Schedule il
11. Total Deduction, hotatline, 9 & 10)
12. Net Value of Estate (line 8 minu, line 11)
13. Charitable and Governmental Beque't' (Schedule J)
14. Ne' Value Sub'ect to Tax (line 12 minu, line 13)
15. Spau,al nan,fors (for date, at death aher 6-30-94)
See Instructions for Applicable Percentage on page 2.
(lncludo value, from Schodule K or Schedule M,)
16. Amount of line 14 taxable at 6-/. rate
(Include value, from Schedule K or Schedule M.)
17. Amount of Line 14 taxable allS~'. rate
(Include value, !rom Schedule K or Schedule M,)
18. Principal 'ax due (Add tax Irom line 15, 16 and 17.)
19.CredilS/Sp Poverty Prior Payments Discount Interest
0.00+ 4,000.00 + 210.53 0.00
20. If line 19 i, g,eater than line 18, enter the differonce on line 20. Thi, i, the OVERPAYMENT.
~ 0 ICheck here If you are requesUng a relund 01 your averpayment.1
21. If line 18 is greater than Line 19. enter the difference on line 21. This is the TAX DUE.
A. Enler the Inlorost on the balance due on Line 21A,
B. Enter the total of lino 21 and 21A an line 21B, Thi, i, the BALANCE DUE.
Make Check Pa able 10: Ro Ister of Wills. A enl
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
Unaer peNlIl11 of perJury. 1 deelAre th.ll h.ve eXlmlned thiS relurn,lnc:ludmg .etomplnymg schedules.OO "Alements,'OO to Ihe bl11 of m)' knOwledge.oo belief, Ills Iroe,
correc:t.nd complete, I decl.r.th.t.1I re.l,st.le hIS been repolled It true rNlket....lue, Decl."Uon 01 plepifer other Ih.n Ihe person.1 replosenl.U...e is bued on .lIlnlolrNUon 01
which prep...r hn.n)' knowledge.
CAB
H P l
E P 0
C R C
K 0 K
P S
21-96-039/,
COUNTY CODE
VUR
NUIJDER
D
E
C
E
D
E
N
T
DECEDENT'S NAME {LAST, FIRST, AND IJIDDLE INIfIALI
Zimmerman Robert H.
SOCIAL SECURITY NUMBER DATE Of DEATH DATE OF BIRTH
189-18-6256 05/06/1996 04/14/1923
DECEDENT'S COMPLETE ADDHES5
870 Cralns Cap Road
Carlisle, PA 17013
County Cumber land
(IF APPLICADLE) SURVIVING SPOUSE'S NAME (LAST ,FIRST AND IJIDDLE INITIAL) SOCIAL SECURITY NUMBER
AMOUNT RECEIVEDISEE INSTRUCTlONSI
0.00
2. Supplemenial Return
4a. Future Interest Compromise
(lor dates of death aher 12-12,821
o 6. Decedent Died Tostato 07. Decedent Maintained a Living Trust
(Attach co y of Will) (Attach a copy of Trust)
All CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Remaindor Return
(lor datos of death prior to 12-13-82)
Federal Estate Tax Return Requited
Total Number of Safe Deposit Boxes
X 1. Original Relurn
4. Limited Estate
05.
o 8.
R
E
C
A
P
I
T
U
L
A
T
t
o
N
COMPLETE MAILING ADDRESS
IR\lIN, McKNIGHT & HUGHES
60 \lest Pomfret Street
Carlisle PA 17013
None
None
None
None
45,254.32
None
None
(8)
45,254.32
(9)
12,247.76
(10)
225.5/,
(11)
(12)
(13)
(14)
12,473.30
32.781. 02
None
32,781. 02
(IS)
0.00 X
0.00
=
(16)
0.00
0.00 X .06 =
T
A
X
C
o
M
P
U
T
A
T
I
o
N
4,917.15
(17)
32,7B1.02 X ,15 =
(18)
4,917.15
(19)
(20)
4,210.53
0.00
(21)
(21A)
(21B)
706.63
0.00
706.63
Johnnie L. Zimmerman OAT
?9.Q_ ~F.'~!~!'. .C;~P,.~9!l.~ __ .......,.. _.... __.... _ _'...
Carlisle. PA 17013
OTHER THAN REPRESENTATIVE 1 r" in, McKn Ight & Hughes
/4 C--tt,--, ~~rYl'~i/~W'~h~iF!'.t; ----... ........ """" -- ..-,
m soltWAIII onl)' CPSY'Iloms,lnc,
(Rev, 7.94)
REV, 1101 EX. (2..11
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print or T e
FilE NUMBER
21-96-039/,
cOMrN'mf~{I;qlogMhYANIA
ESTATE OF
Robert H. Zimmerman SSO 189-18-6256 05/06/1996
<All ro .
ITEM
NUMBER
1
olnll -awnod wllh RI hI 01 Survlvo..hl mUll b. dllclalld on Sch.dule F)
VALUE AT DATE
OF DEATH
206.B2
DESCRIPTION
American Travellers Life
Ins. Co. - policy refund
32.28
2
$50.00 United States Savings
Bond Series EE, issued
November 1991 (confirmation
attached)
9,241.00
3
Cash on hand
4,671.42
4
Farmers Trust Company,
checking account #536741
(confirmation attached)
16,333.49
5
Farmers Trust Company,
savings account #1-301944
(confirmation attached)
350.00
6
Remington Gememaster Model
760 (60567) 35 Rem. Cal. 3 X
9 Bushnell
110.00
7
Remington Pump 22 Cal.
Fieldmster Modle #572 with
scope, 3 X 7 Bushnell and
sling
4,000.00
8
1977 Concord Mobile Home
sold 08/17/96 to Mark
Zimmerman and Debra Ocker
(confirmation attached)
6.20
9
North American Hunting Club
- policy refund
7.50
10
The Patriot - subscription
refund
83.94
11
Penn Fuel Gas, refund
10,156.75
12
Public Sale Proceeds
13.65
13
The Sentinel - subscription
(see continuation schedule attached)
41. 27
Total of Continuation Schedule(s)
TOTAL (Also entlr an line 5. Reca ~u1atlan)
(Anach add~ional8 112' x 11- sheets ~ mare space is needed,)
Copyll9ht (e) 1994 form saltwar. ont)' CPSyslems.lne.
$ 45 254.32
Form lS00 Schodule E (Rev. 2..1)
REV 0\511 EX . {l.UI
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Pi.... Prlnl or T .
FILE NUMBER
21-96-039/,
cal.lr"\l{qnm~~~}hYA"IA
ESTATE OF
Robert
ITEM
NUMBER
A.
H. Zlmmerman
S51! 189-18-6256
05 06 1996
AMOUNT
DESCRIPTION
1
Fun.ral Exp.n....
Ewing Brothers Funeral Home
5,876.00
B. Admlnlstrallv. Costs: Johnnie L. Zimmerman
1. Personal Representative Commissions 2,200.00
Social Security Number 01 POlsanal Ropresentative: 161-34-4447
Yoar Commissions paid 1996
2- Attorney Fees Irwin, McKnight & Hughes 2,200.00
3. Family Exemption 0.00
Claimant NONE Relationship
Address of Claimant at decedent's dealh
SUeet Address
City Stale Zip Code
4. Probate F.os 89.00
C. Mlsc.llan.ous Exp.n....
1 Dean Alleman Auctioneering, 1,489.72
fee
2 Cumberland Law Journal - 60.00
estate notice publication
3 Fry Communications, sale 237.00
notice publication
4 Register of \/ills, filing 25.00
fee
5 The Sentinel _ estate notice 71.04
publication
TOTAL (Also enlor an line 9. Reca ilulatlonl
(II mar. spac. I. needed, Insert addlllonal she.ts 01 same sl...)
Copyrlghl (c) 199~ lorm SOltwIII only CPSystems,lne.
$ 12 247.76
Form 1500 Schadule "(Rev. 7'SS)
REV-151ZEX' (1.93)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
caMrN\mit'E~%l1{tl~'fU~r~ANIA
ESTATE OF
Robert H. Zimmerman SSO 1B9-18-6256 05/06/1996
ITEM
NUMBER
1 BFI, trash removal
DESCRIPTION
2
PP&L, customer 0521 1348 B10
3
United Telephone, account n,
717-249-1896 (742)
4
Visa, account 04317 2014
9701 3650
Pl.... Print 01 T .
FtlE NUMBER
21-96-0394
AMOUNT
31.29
99.76
23.18
71.31
S 225.54
TOTAL (Also en..r on tine 10. Reca hutalion)
(If mar. space is n.ed.d, ins.~ addhional she... 01 same size.)
Copyr~hl (e) '"4 fOlm software only CPS)'.I.mt.l~
FOIm 1500 Schodul. IIRov. 1-93)
REV-1513ElC+'Z.87)
ca"rtR,lWfim~gMhYANIA
ESTATE OF
SCHEDULE J
BENEFICIARIES
FilE NUMBER
21-96-0394
Robert H. Zimmerman
ITEM
NUMBER
SS 189-1B-6256
05 06 1996
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
1
A. Taxable Bequests:
Ruth W. Shughart
600 Meadowbrook Road
Carlisle, PA 17013
sister
one-half
2
Marlene Z. Wardocker
429 Arch Street
Csr1is1e, PA 17013
sister
one-half
ITEM
NUMBER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARV
B. Charitable and Governmental Bequests:
TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS (lIIso enter on line 13, Reca nulation)
(II more space Is needed, Insen additional shoets of same size.)
Copyrl9ht (e) 1994 form softwarl onty CPSystllnl,lnc,
s
Form 1500 Schedule J (Rh'.2.87)
0.00
..--.
/.
FINAL SETTLEMENT
Oate ;;j /16 ,17 - <:;i~
~.I I ~
OWN~O /'\11f:'-I' r Z,~"}~"CJ ,410'1
Addrest q Ct) C'~I I /j '5 0~1''' ;..{I C",/ /. " / -:. :c:::_
Date of Sa I. 'if / Ii, . / 7 / V c:, Sale lac'lian (.-'e" I~ / ~ -
. .) , '""/
Auctianeer::D~~.;" /7//",1. ,', Clerk 'UI I", - ~,. I CashierY .",.,
J..~c.:... ,k;. .
Other
PROCEEDS OF SALE:
;;> 'l-'/'1 I:'; ~
Cash,............................................. $ . r\,,, _' ' -,(/
Check$.................................,........ (". 33/"'.. :1 ')-
Other..............................,..........................................................,.....
...................................................................,...........................
.............................................................,.......................,.........
Miscellaneous (see ."ached list)..........,.........,...............
TOTAL PROCEEOS OF SAlE..............................$ / IJ /... r.r 7)
lESS SellER'S SALE EXPENSE:
- ,-(//'
Act' r' F /1./.-;:-:
U lonee s ee ...............~,""................................
. .
$1 {J 1'7, !J;(
O1her Seller's Expensos
Advanced by Auctioneer:
~/I/ P~/I/~/
_~~: /f, /h
tf. e . I/...'//~v -;.:;, I'''' 'rt,./'
if,c. IIp,,A L'h...,..) -"'/r:=...
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Miscellaneous (see a"ached list) ........................
/ ~/g9.7:z.
....,~~~ --
0{ ,. ~ /;. \
OEOUCT TOT At SEllER'S SALE EXPENSE........$
TOTAL NET PROCEEDS TO SEllER........$ ~ 1Ft; 70:"{
I, (or we), the soller of goods. morchandise, .nd/ar praporty sold .t public auction on .bave d.te .nd
location, acknawlodgo .nd .ccopt this sel1lomont of procoeds of .ale. I (or we) .gree to .ccept .11 re-
sponsibility for providing merchantable title to .11 goods, merchandise, .nd/ar property sold, .nd for
de~very of title to the purchaser. .' I.,. )
,1,</ II/lie ( /...):.,..,." --( ~. ..J__.-_....-.--/
17 (Oare) 't6 / ,.. (Soll.r's .Sig'nature)
! ..r, / ",~,
J . J 1 ,.(., , ,
1,/ "#~J'('_ 1./' ;.v~
Auctioneer or Cashier'. Signaturo (Seller'. Sign.ture)
~ FltM,l SETTLEMENT-Form No FS.69, $200 ~er pad, 10 pad. I' 11.50 each, 20 or more I' '1.25 IIC".
~ Fleoraer I,om: MISSOURI AUCTION SCHOOL. 1600 a,nestee . K,nsU CIIV. MO 601'01 · P"~". I'~ .... ......
FARMERS m
TRUST --
May 17, 1996
Irwin McKni8ht & HU8hes
60 West Pomfret Street
Carlisle, PA 17013
Re: Estate of Robert H Zimmerman SSN 189-18-6256
Date of Death: May 6, 1996
Dear Mr. Irwin:
In answer to your request concernin8 accounts owned. either
separatelY or jointlY, by the above referenced decedent and the
balance~in each account as of the date of death. we have checked
our records and are submittin8 the followin8 information in
duplicate. We SU88est that you file one of these letters attached
to the Pennsylvania Inventory forms (RCCl to substantiate the
balance you report.
Note that we have shown the correct re8istration for each account.
Also, interest accrued to the date of death, if any, is listed as
a separate fi8ure.
Checkin8 account 11536741 was ori8inallY opened 8/1/76.
was titled joint between Robert H Zimmerman or
Llmmerman. The balance as of 5/6/96 was $4,671.42.
was non-Interest bearin8.
The account
Beatrice J
The account
Savin8s account 111-301944 was ori8inallY opened 11/1/76. The
account was titled joint between Robert H Zimmerman or Beatrice J
Zimmerman. The balance as of 5/6/96 was $16.325.98 plus $7.51
accrued interest for a total of $16,333.49. The account was
earnin8 2.80% interest at the time of death.
We have no record of a safe deposit box in the decedent's name.
Sincerely.
i::n~J:::s~~
Supervisor customer Service
One Wesl High Slreell'.O. \lnx 220 Carlisle, I'ennsylvania 17013 (717) 243.3212
1/350 r(' -
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.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
5$:
JOHNNIE L. ZIMMERMAN
boing duly .. _~w~rl! _ .ccarding to I.w, dopasos .nd says th.t ho
-- ----. "- ,.. Executor of tho Est.to of __Rob,et.t..Il.. Zillllllerman._________
I. to of -., North Hiddleton Township ., Cumborl.nd County, P.., decoasod .nd th.t the
within is an invontary m.do by , JohnnilLL. ,Zimmerman "'_' tho s.id....Elr.ccutoL_,_
of tho ontiro ost.to of s.id docodent, consisting of .11 tho p.rsanal proporty and ro,1 oslato, oxcopt ro.1 ost.to autsido
tho Cammanwe.lth of Ponnsylvani., and that the ligures appasito e.ch itom of tho Invontary roprosont it's f.ir valuo
.s of tho d.to of docodont's de.th.
is thl!
Sworn
~j-'
J?,linnie L. E ~ lor. Adm;n;.I,oto, Zillllllcrman
<-
",9,QO ..CIa in.'!. j;!lP~DJld__,
.nd subscribod bofaro me,
~ L_____
tL: ' :;"ll
Jacqueline L rJr] llc1ugh, NClilry PlJU'ii
Carhslo Bora, Cumbofland Count)
My Commission Expires Aug, 14. ' 9,"
Merrbor. f'ennsyMrjo_a1_
D.te of Death ___. _,6.______, _.____".
Day
J
Addu"
Carlisle. PA
17013
. -'------.,-,--.------ -
__. Hay.. ___,_
Month
L29_L__
Y.u
INSTRUCTIONS
/. An invontary must bo filod within throo months altor .ppaintmont of porsan.1 roprosont.tivo.
2. A supplomont invontary must bo filod within thirty days of discovery of .dditianal ....ts.
3. Additian.1 shoots m.y bo ,"achod as to person.lty or re.lty
4. Soe Articlo IV, Fiduciarios Act of 1949.
~-H :
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
*
DN~ AA 146873
.~11621114"'1
ACN
ASSESSMENT ':t
CONTROL ~
NUMBER
AMOUNT
D
RECEIVED FROM:
101
~}Oo.6a
ROGER B IRWIN ESQUIRE
60 W POMFHET STREET
CARLISLE, PA 17013
ESTATE INFORMATION:
1:1I filE NUMBER
Y 21-199b-03'74
1:1I NAME OF DECEDENT (lAST)
~ ZIMMERMAN ROBERT
II DATE OF PAYMENT
m POSTMARK DATE
COUNTY
SSN
(FIRST)
H
189-18-6256
(MI)
CUMBERLAND
DATE OF DEATH
fa TOTAL AMOUNT PAID
$706.63
SK
REMARKS
ROGER Il IRWIN
.)
,
'}.J ;)/,',1
RECEIVED BY !, i ,I
,,!.'
S1Gt~A1URE
SEAL
CHECK" 11071
MARV C. LEWIS
REGISTER OF WILLS
) ," ,<'
,
REGISTER or WILLS
;
:
,
..---
'-
-.'.""'...N.~ 41<;-1[''', ,:..
,,) /
/~' 'I i . 'I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
( 1...1
BUREAU OF INDIVIDUAL TAMES
....RlIANCr lAM DIVISION
O[PI. ZIG6DI
HARRISBURC, PA l11ll-0601
NOTICE DF INIIERITANCE TAM
APPRAISEHENT, ALLOWANCE DR DISAllDWANCE
DF DEDUCTIONS AND ASSESSHENT OF TAM
1I,.\U1U'" Ill.f"
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-10-97
ZIMMERMAN
05-06-96
21 96-0394
CUMBERLAND
101
ROBERT
H
Anaunt R...Ut.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV:isCjj-EiCAFP-iTF9Ejj-iioiiCE--OF--itiHEriii'ANCE-TAitiippiiAisEHEii;--;-,U.'LoiiANCE-OR----n-----n----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ZIMMERMAN ROBERT H FILE NO. 21 96-0394 ACN 101 DATE 02-10-97
TAM RETURN WAS: (X I ACCEPTED AS FILED
( I CIIANGED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rool Estoto (Schodulo AI (11
2. stocks and Bonds (Schedule B) (2)
3. Closely Held stock/Partnership Interest (Schedule C) (3)
4. Hortg.gas/Hotas Receivable (Schedule DJ (4)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) IS)
6. Jointly Owned Property (Schedule fl (6)
7. Transfers (Schedule G) (7)
8. Total Allet.
HOTE: To insure proper
credit to your account,
subnit the upper portion
of this for_ with your
tax pay"ant.
.00
.00
.00
.00
45.254.32
.00
.00
(81
45,254.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Ad.. Co.ts/Misc. Expense. (Schedule H) (9)
10. DObts/Ho,tgogo llobl1ltlos/Llons (Schodulo II (101
11. Tot.l Deductions
12. Net V.lue of T.x Retu~n
13. Cheriteble/Gove~nnent.l aequests ISchedule J)
14. Net V.lue of est.te Subject to T.x
12,247.76
225.54
U1I
U21
U31
U41
".473 30
32,781.02
.00
32,781. 02
will
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and IB
reflect figures that include the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
1S. Anount of Line 14 et Spousel ~.te 11S)
16. Anount of Line 14 t.xable .t Line.l/Class A ~.te 11&)
17. Anount of Line 14 texable at Collat.~.l/Cl.ss B ~ate (17)
18. P~incip.l Tax Due
NOTE:
.00 M .00=
.00 M .06=
32,781.02 M .15=
U81
.00
.00
4,917.15
4.917.15
TAX CREDITS:
PAYHENT
DATE
08-01-96
10-25-96
DISCOUNT (+ I
INTEREST (-I
210.53
.00
AHOUNT PAlD
4,000.00
706.63
RECEIPT
NUHDER
AA146581
AA146873
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
4,917.16
.01CR
.00
.01CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CRI, yoU HAY 8E DUE
A REFUND. SEE REVERSE SIDE DF THIS FDRH FDR INSTRUCTIONS. I
0(")
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RESERVATlOHr
E,t.t.. of dlcedent. dying on or blfor. Dlc..b.t 12, 1982 ~. If any future Int.r..t In the ..tat. 1.~tran".rred
In po.....lon or ."Joy..nt to Cl... . (coll.t.rall blnatlcler.., 0' tha dlcld.nt .'t.r thl axplratl4 of ani ..tat.
Ilf. or for y..r., the Co..onw..lth hat.by Ixpr..sly r.l.tv.. thl right to .ppral.1 and~p".'1 tr.~..t JnherJ~anc.
at thl lawful Cia.. a (collet.tal) rata on any such future Inter..t. ~..~
f.r
Tu..
PURPOSE OF
HDTlCE~
To fulfIll thl requlr...nt. 0' Slctlon Zl~D 0' the Inherltanc. and E.tat. ra. Act, Act ZZ 0' 1991. 72 P.S.
Section 21"0.
PAYMENT I
D.tach thl top portion of thl. Notlel and .ub.lt with your pay..nt to thl Rlgl,tar 0' Will, prlntad on the tav.r.. .Id..
--Kah chack 01'" laney ordu paubl. tal REGISTER OF MILLS, AGENT
All Ply..nt. r.caIV.d .h.ll flr.t b. .ppll.d to any Int.r..t which ..y b. due with any r...lnd.r .ppll.d to the ta..
R[FUND tCR):
A r.fund of . ta. cr.dlt, which wa. not r.qu..t.d on tha la. R.turn, .ay b. r.qu..t.d by co.platlng an -Application
for R.fund of Penn.ylvanla Inh.rltanc. .nd E.t.t. laM- CREV-1313). ApPlication. .r. available at the Offlc.
of the R.gl.t.r of WIII._ any of the 23 R.v.nu. DI.trlct Offlc.., or by calling the .paclal 24-hour
an.w.rlng ..rvlca nuab.r. for for.. ord.rlngl In P.nn.ylvanl. 1-800-362-2050, out.lda P.nn.ylvanla and
within local Harrl.burg ar.a (117) 787-8094_ TDD' (117) 772-2252 (H.arlng l.p.lrad Only).
OBJEClIONSr
Any party In Int.r..t not ..tl.fl.d with the .ppr.I....nt, allowanca or dl.allowanca of d.ductlon., or a.......nt
of ta. (Including dl.count or Int.r..t) a. .hown on thl. Hotlc. IU.t obJ.ct within .IMty (60J day. of r.calpt of
thl. Notlea byl
ADttIN
ISTRAlIYE
CDRR[ClIONSr
--wrltt.n prot..t to tha PA D.part..nt of Rav.nua, Board of Appaal., D.pt. 281021, Harrl.burg, PA
--.I.ctlon to have tha .att.r d.t.r.ln.d at .udlt of the account of tha p.r.on.l r.pr...nt.tlv.,
_..pp..l to the Orphan.. Court.
171211-1021,
OR
OR
r.ctu.l .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tor PA D.p.rt..nt of Ravanu.,
Bur.au of Individual l..... ATTHI Po.t A.......nt Ravl.. unit, Dlpt. Z80601, H.rrl.burg, PA 171Z8-0601
Phona (711) 787-650S. S.. pagl S of the bookl.t -In.tructlon. for Inh.rltanc. T.x R.turn for a R..ldant
D.cld.nt- CREY-IS01) for an ..planatlon of .dalnl.tratlv.ly corr.ctabla .rror..
DISCOUNT,
If any tax due I. P.ld within thr.. Cl) c.l.nd.r aonth. aft.r tha d.c.dant'. d.ath, a flv. p.rc.nt (S~) dl.count of
the tax paid I. allow.d.
PENALTY:
Th. IS~ t.. aana.ty non-partlclp.tlon p.n.lty I. coaputld an tha tot.l of the t.x and Intar..t .......d_ and not
paid b.for. J.nu.ry 18_ 1996, the flr.t day aft.r the .nd of the t.x aane.ty p.rlod. Thl. non-partlclp.tlon
pan.lty I. app.alabl. In the .a.. .ann.r .nd In the the .... tl.. p.rlod a. you would app.al the ta. and Int.r..t
thet ha. b..n .......d a. Indlcat.d on thl. notlca.
INTEREST:
Intar..t I. charg.d b.glnnlng with flr.t day of d.llnqu.ncy, or nln. (9) .onth. and on. (1) day Ira. the data of
d..th_ to the data 0' p.y..nt. la... which b.ca.. d.llnquLnt b.for. January 1, 1982 b.ar Int.r..t at the rat. of
.1. (6~) p.rc.nt p.r annul calculat.d at a dally rat. of .000164. All t.... which b.c.a. d.llnqu.nt on and alt.r
January I, 19112 will b.ar Int.r..t at . r.t. which will vary fro. cal.ndar y.ar to cal.ndar v.ar with th.t rat.
announC.d by the PA Dopart..nt of R.v.nu.. Tha appllcabl. Int.ra.t rat.. for 19112 through 1991 ar.:
"!!!! Int.r..t Rat. Dallv Int.,.nt Fllctor ~ Inhr..t Rllt. Dally Int.r..t Facto,.
19112 'OX .000548 1981 'X .000247
1983 I'X .000418 19118-1991 IU .000301
1984 ll~ .000301 1992 'X .000241
1985 In .0003S6 1'93-199" 1X .000192
1986 lD~ .000274 1995-1991 'X .000247
--lnt.r..t 1. calculat.d a. follow.1
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlca I..ued aft.,. the tax baco... dellnqu.nt .111 "afl.ct an Int.r..t calculation to Ilfta.n liS) dart
b.rond the date 0' tha a......ant. If pay..nt II .ade aftar the Int.r..t co~tatlon date .hown on the
Notlc., additional Int.r..t ~.t be calculat.d.