HomeMy WebLinkAbout80-00645
LAST WILL AND TESTAMENT OF ~mRLE R. ZII4MERMAN
I, Merle R. Zimmerman, of the Borough of Mechanicsburg,
County of Cumberland and State of Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and de-
clare this my last will and testament, hereby revoking and making
void all former wills by me at any time heretofore made.
1. I direct the payment of all my just debts and funeral ex-
penses as soon as conveniently may be after my decease.
2. The business known as "11. R. Zimmerman Western Auto
Associate Store", including all stock and fixtures, shall be offer-
ed for sale to my son Harold E. Zimmerman, the stock to be at
inventory value less Five Thousand ($5,000.00) DOllars, and the
fixtures and truck at depreciated value. If he elects to purchase
the business, the rent of the store room and other portions of build-
ings occupied by the business shall remain the same for at least a
period of one (1) year. The accounts receivable shall remain the
property of my estate; time payment contracts on which payments
are being made according to schedule should be allowed to mature,
but those which are in default and short-term accounts should be
collected immediately, or disposed of in the best interest of the
estate.
If my son Harold E. Zimmerman elects not to purchase the
(
business, then because of his long and faithful service,~he is to
receive the sum of Three Thousand ($3,000.00) Dollars and his
choice of six (6) pieces of equipment. I authorize and direct my
executors, hereinafter named, to continue the operation of said
business until such time that a sale of the same can be made in ac-
cordance with the provisions contained in the Western Auto Supply
~.
~//
Page 1.
104
Company Franchise Agreement, which provides that said company shall
have the right to approve any prospective buyer. If a sale cannot
be consummated under these provisions, then the business shall be
sold out to the best advantage of the estate, according to the judg-
ment of my executors.
3. I give, devise and bequeath all the rest, residue and re-
mainder of my estate, real, personal and mixed, whatsoever and
wheresoever situate, to my executors, in trust for the following
purposes:
(a) To pay the net income therefrom to my wife, Della
H. Zimmerman, for and during her natural life.
(b) If my said wife should exhaust all of her own assets,
my executors shall have the authority to consume principal for her
maintenance, support, and payment of medical, hospital, or other
institutional expenses.
(c) After the death of my wife, the balance remaining
in said trust estate shall be divided into four equal shares, as
follows:
(1) One (1) share to my son, Harold E. Zimmerman.
(2) One (1) share to my daughter, Isabel F.
zimmerman.
(3) One (1) share to my son, Donald R. Zimmerman.
(4) One (1) share to the children of my deceased
daughter, Pauline R. Ingraham, i.e., Donald
Richard Ingraham, Robert Eugene Ingraham,
and William Ross Ingraham.
4. In the event, however, that my said wife should prede-
cease me, or should die at about the same time as I do, such as in
a disaster common to both of us, the remainder of my estate is to
be divided into four equal shares, of which I give and bequeath one
Page 2.
"
(1) share to my son, Harold E. zimmerman, one (1) share to my
daughter, Isabel F. Zimmerman, one (1) share to my son, Donald R.
zimmerman, and one (1) share to the children of my deceased daught-
er, Pauline R. Ingraham, Donald Richard Ingraham, Robert Eugene
Ingraham, and William Ross Ingraham, to be divided among them
equally.
5. I appoint The First Bank and Trust Company of Mechanics-
burg, pennsylvania to be the guardian of the shares of such of my
grandchildren who are minors at the time of my death. As guardian,
the said Bank shall accurnulatG the income from each minor grand-
child's share until he reaches the age of twenty-one (21) years,
except that it shall have full discretionary authority to use the
income and also the principal of each grandchild'S share for the
purpose of higher education.
6. My daughter, Isabel F. zimmerman, and my son-in-law, Ross
Ingraham, together with his sons, shall have the privilege of
occupying the living quarters which are occupied by them at the time
of my decease for at least six (6) months, and if the real estate
is not sold at the end of said period of six (6) months, until the
real estate is sold, to enable them to locate other satisfactory
living quarters.
7. Lastly, I nominate, constitute and appoint my wife, Della
H. Zimmerman, and my sons, Harold E. zimmerman and Donald R.
zimmerman, to be the Executors of this my last will and testament.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
r r/1
b day of April A.D. 1967.
m~../ L-O? f-.__~J~...........~EAL)
Signed, sealed, published and declared by~e above-named Merle
R. zimmerman as and for his last will and testament, in the presence
of us who have hereunto subscribed our names as witnesses thereto in
the presence of the said testator and q{~~ch other.
~f.V1;[ J"t( h..-
Page 3.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of
Cumberland, personally came
HAROLD E. ZIMMERMAN and DONALD R. ZIMHERMAN.
who, being duly sworn
, do
depose and say that as
Executors
of the last Will and Testament of
I-\ERLE R. ZIIIMERMlIN.
deceased
they
will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And
also will diligently comply with the provisions of the law relating to Transfer Inheritances. Sworn and subscribed before me.
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.D., 19.1liL.- """
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DECREE
Be it remembered that on the
'li-h day of
October.
,A.D.,19.J!L, there was probated and
recorded the lasr Will and Testament of
MERLE R. ZIMME~mN.
th.. Borollah of Mechanicsburq
, Cumberland County, Pennsylvania,
Deceased. Letters Testamentarv were granted to
Witness my hand and official seal the day and year aforesaid.
HAROLD E. and DONALD R. ZIMMERMAN,
1tl.
1lf7;? ~v<;J .
RegIster
. .
. . .
-----...---
late of
*'
/j (".; /,/./
,:.:;~ - ,.J (/ - i/: "I .::)
RCC-B9
COMMONWI,A LTII OF I'ESNSYLV AN I A
Uepnrtmcnt of Il.f'!venue
ENTRY INTO SAFE nEPOS IT !lOX
TO IIEMOVE A WI T.T. 01\ CEMIITEI\Y DEIW
~L)p t;cn:.i'Jr 21.~, ' 9:_~.a
(Date of Entry)
1. Name of decedent:
lIar' d ~~. ~',in:':GX'I:lo.n
2. Address of decedent: 23~. lin.in ;'~troot, ::oo"Qnio~;'"",:,., ?c',
'[055
3.
(01)tC'...,...'..,.....1"'l ')1,
Date of death: IJ"~ d.l.~v (~~,
, 9 ')0
4. Name and address of person who requested the EaroJd -, 2i-:-n.r:1C rrnan
opening of the box: ~.
02 S. Y01"'1: st. i'lccl:. Pi:. , '1055 DODD.' d "'" ZL;L,jCrn:1l1 ill)[l J3o:{ h2 Yor
,
nL~03
5. Name and address of the financ ial institution where the safe depos it box is
located: The -;,'i"st Le.n]: D: Trust Co. l:ain:' j;('.r],et ,;t. ::ooh.
Pi\.
, 0 C;
920'
6. Number of box:
or Dolla E.
j7,iY:1j"IO'r'l!lAl1
7.
Title under which box is registered:
i-I 01"'1 1 0
.,
H.
B. Was there a will in the box? (Yes or No)
uO
U. If yes, state date of will, name and adnress of personal representative, if
named in the will, and name and annre55 of attorney, if any:
And now this 21" th day of SJ1) ta:'lbor
certify under penalty of perjury that the above record
to the best of my knowledge and belief.
, In GO , I hereby
is correct ann complete
;
i) cJ': ,I f) IOJ-1,
, U
Signature
Ava '<.,r. lia"r :~n.~'~'A..~ Deposit Gl:)rlc
Print NAme And Title
..c.4.731 .
COMMONWEALTH OF PENNSYLVANIA
DEPART\IENT OF REVENUE
RURE,\U Or: COUNTY COLLECTIONS
c~ 1- "y-Cl' f. 'f.-e;
..
RESIDENT DECEDENT
COUNTY OF CllMmmr./\Nn
IMPORT ANT,
---- -....- - ----- --~
Thi!oo rcturn must hc completcd in dcmilllnd filed in duplicate, with ull aUllched, .....ilh the Resister of Wills of the
County \\IU"re decel!Clll rcsuledj Return i~ due within nine munths after date or death, unless an eXlension is granted
hy the Sl'I.:Il.:lilfY of ItC'lcnuc. (Section i03 ur tlll~ Inheritance and Esuuc Tax Act of 1961.)
Lata 01
C.umberland-
} AFFIDAVIT OF
EXEClrrolS
,~%O.R
1:\ TilE \1,\TTEll OF TilE ESTATE OF
___MER.LEJt...-Z.lMMRMAN
I~TATE FULL NAME: OF DECEDENTl
County
Statn of
Pennsy.lY"ni"
)."
Executor S
County of ~__c.umbeJ:.lann
-HAROLD-E-.J.IMMEFMAN "nn nON/\r.n R. ZTMMRRM/\H,
>>JClXM]O]QXlr of tho eltotCl of the obove.named decCldent bCllng duly Iworn, depa.. and .ay
Decedent dil'd -5~p-:mbeT
'1,~O:'::,Hl
Nome: and address of ctlcrney Of }
ather outhOrllCld reprosentatlvo to whom
011 carrespol1dence shculr:' . ~ r.
23,
{DAYl
I 19....B.O-J tOltato loovlng 0 lost will, copy of which I. hereto ottoched.,}
(YEARI ~
C;",nrg" M
Hnn,..k! n+-+-nrn~l'-;lI+--T,:u.,.
N~t::inn~1 R~nk Rn; 1n;ng
M,:a.",h ~n; l"'c:hn""g. P:.
170<;<;
Thill .IS ~ueIL.EXeCutoI.S deponentsc;.fJ7niliar with the affairs of said estate and the property constituting
I EYECUTOR-:.DMINISTRA TORI
the assets thereof and thcir fair market ,'alue.
That at the time of death there was no safe dcposit box registered in decedent's individual name, or jointly with, or
as agen1. or deputy of .wolher, nr in decedcnt's individual name, with right of access by another as agent or deputy, with the
exc~ptilll1 of the following: -
NAME .\SD ADDi>ESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED;" S.4FE DEPOSIT BOX
THIS S.e.FE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
--Th'" Fi r"'T R
of Mechanicsbnr.g.,--Ee
That the conlcnts of said safe dCl10sit box or hoxes arc itemized under Schedules
with the exception. of the following, for the reasons hereinafter set forth:
of this return,
That Schedule A allached hereIn and made parl hereof sels forth fully and in detail alllhe real property
in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the
morLS\lse cncumbral1l~es uJ10n each parcel of real property at the date of death, giving the amount still due at
death, name of mortgagee, date, nlte of interest, and book and page of record thereof. It also sets forth in the
columns provided therdorc the assessed valuation of each of said parcels, the estimated market value theft~or
as of date of death of decedent.
ThaI Schedule 8 "llached hereto and made pari hereof sels forth fully and in detail all personal property
whert~so\'cr silUi.tted owned hy the decedent at the time of death: all moneys left by the decedent at the time of
death. whctlH:r in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings
hanks, trust companies, Of other institutions, whether individually, or in trust for any other person or pcrsons
giving also separately the accrued interest thereon, if any, down to lhe last interest day prior to deccdent's
dealh in the case of savings banks, and to the date of decedent's dCOlth in all other cases: all bonds, postal
savings, lreasury certificates or notes and olher e\'idence of indebtedness of the tJnited States to the de-
cedent: all ohligations, whcllu:r by slatute or agret:mcnt lhey art: designated as IIlX free, of the United States,
or any state, or political suhdivision thereof, or of any foreign country, which arc owned at the time of death;
..:: 'H,.ill;lI~ tII'P'IIl.:;, jc\\dl)', :.ihcl\\ilrc, pictures. books, works of art. household furniture. horses, carriages,
automohiles. hoats. :.Ind any ;Iltd all other personal chaltels of whatsoever. kind or nature, left by decedent,
together with the fairly estimated mark~l valut: thereof; all bonds and mortgages held by decedent and of all
claims due ami owing deeedcnt at the time of de.\th. and all promissory notcs or other instruments in writing
for Ihe payment of money of which deccdenl died possessed, of whatsoever nature, with interest thereon, if
:'lny, giving Ihe face \'aluc and estimatcd fair markct value thereof, and if such estimated fair market value be
less than Ihe face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys
payable to the cst"tc from life inSllr;l11Ce policics carried by decedent; all annuity and endowment contracts
the proceed!' of which wer. payable upon the death of the decedent: all and the corporate stocks Bnd dividends
due thereon and unp.lid as of th: datc uf de.llh. bonds and. accrued interest thereon to the date of decedent's
death and other il1\"I.':-;lm~nt "~'C' ~lics owned hy the decedent at the time of death, with the markel value there-
of at such tillie,
.
In tho ease of !l8curltlos of closo or famll)' corporations, tho vAlues reported are oilS far A8
P08sible substantiater! b)' financial statements of the corporations, Showing the assets and liabilities
thereof oilS of the dl\te of death. The schedule also gets forth the interest of c1ocodont. at the time of
death In nn~' co-partnership or bUsiness, and In support of the value of llIuch interest there Is nnnoxed to
said schedule, flnfmctal statements showing the assots and Ihb1l1tlos of saln co-partnership or ltuslnes8.
A copy of the co-partnership sgreement, (If oral, a statement .ettlng forth tho natllr. of IIi. agreement)
together with a statement sett1np; forth tho character of the bUSiness, its location, And such other facts
pertaining to the businoss 8.S moll}' be pertinent to n fatr Rnd Just 8ppral~U11 of the decedent's interest
therein must be submitted. It should also !lot forth 1n itemized form, together with the fair market value
thereOf, any other propart)' owned or bequeathed b)' the deccdf!nt ot the time or death.
The S(h~dule C attAched hereto and made part hereof sets forth a true answer to oach inquiry
contained therein and in the case of transfers of property, real or personal, within two yeaJ"s of decedent's
death, in contemplation of decedent's death, OJ" intended to take effect in possession or enjoyment at OJ"
after death, said schedUle sets forth the nature and value of such property, to whom tranSferred, the
relationship of the transferees to the decedent, tho proportionate share received by each tJ"Ansferee and
all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to
take effect in possession or enjo)'ment at or after death, there is also attached to the schedule a COllY
of the deed, trust agreement OJ" other instrument creatJng the trust. Therlt is also set forth in said
schedule a list of all property, real and personal, with its value, which pa~ses at decedent's death by
virtue of' the exercise by decedent, either individually, or Jointly with another, or an~' power of appoint-
ment vested in decedent, either individually or jointly, by the Will, deed, or other instrument of another,
with a copy of the instrument creating Huch power attached to the schedule.
That S(h~du/~ 0 attached hereto and made part hereof sets forth the names ann addresses of all
persons beneficially interested in this estate at the time of decedent' 5 neath, the nature of their res-
pective interests, their relationship, if any, to the decedent, togetheJ" with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under rtecedent's Will. It also
contains a statement showing which of the beneficiaries named in the decerlent's w11l, if any, died prior
to decedent, the dates of their death, their issue, and the relationship of such issue to the benef'iciary.
That S.:/I~dule E attached hereto and made a part hereof sets forth all property, real and per-
sonal, owned by the decedent jointly with another or others, including intangihle, standing in the name
of the decedent and others, plus the date and place of record of instruments effecting the vesti ture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-owners to the deceden t.
That Sc/ledule F attached hereto and made a part hereof sets forth rul1~. and in detal1 all debts
and deductions claimed for and on behalf of' this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fUdiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing ami unpaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act); together with a statement of collateral plerlgerl for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest, that if the nmount actually paid in settlement of any fee, commission or debt is less than the
estimated Amount claiming and allowed, that the same 'K111 be reported to the Hegister of W111s, and that
the amount of tax assessed can be reassessed in accordance therewi tho
That t.he totals of the appropriate columns in Schedules "A", "n", "e", "E", ane! "Fft ns directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this .................................
~t( ..,,:(1'-'-~ ) :"jet" ~ ;.U[,J
. 1
~..
( Executo
..........7.0.2....So.u.
(StTeet umber)
....... . ....Ml;!c,h.<I.Il.i.c.$.I;uu;:.g.,....?a....,.......l7..Q..S.?...........
(City or Town and State)
~/ / &. ..,(, !lQ
.....................Jar............ .... ...... day of ...........c~...:"4.................. 19.. .. .......
...........M~i~~;:r:~~.A~~~;~ri/~~~~
'. r
. ~-=::::::/---
. ..Yor1ll....S.tr.ee.t.....__..._..
SOTE: Before signing nffidavit make sure all blank spllces in the nfridavit nnd schedules annexed are
filled 1n with details or the worrl "Sane", and in case the assets include rltre nnd unlisted securities,
securities of close or family corporations or an 1nterest In 1111~' co-partnership or business, that the
data and statements requirerl under the pltrngrllph n.bove relating to Scheelule "B" nre nttnched. Also make
certain that column #1 in the "Sulm1nry" has been properl,Y completed fiS nhovc-fl1rectell.
..-
Ri:C~SC.r4-;'31
COMMONWI!AL TH OP PENNSYLVANIA
DEPARTMENT OP REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DEr:~DENT
SCHEDULE "A"
REAL PROPERTY
*'
Real property in Pennsylyania, with statement of mortgage encumbrances upon eoch parcel ot death of dece.
dent. Property held by the decedent os tenant in cammon with another or other, should be identified
os to quantum of interest and the estimated yalue should be that of the decedent's interest only. (Property
held as iaint tenants with right of suryiorship or tenancy ~y entireties should be reporled on Schedule "E.")
Th. riel prop.rty loco'ad In the Commonwealth of Pennsylvania .hould ba
described by lot and block number, .troot and streat numbor, togethor with
a general ducrlptlon of the property, wIth a referenco to ,he rocord of tho
conveyance by which tho docedont took tltle; If a farm .tato number of a.
cre.; al.a .tatement of mortgage encumbrances upon each parcel at death
of dace dent. Toxos, ono'lments, accruod Intere.t on mortgogos, otc.,are
to bo lilted on Schedule "Fu and mUlt not b. deducted from this schedule.
NONE
(1)
(2)
rJI
DEPARTMENT
YALUA TlaN
CAUTION
(Dc net \ilrtrlt.
In thl. .pac.)
ASSESSED VALUE
FaR YEAR UF
DECEDENT'S
DEATH
ESTlMA TED
MARKET VALUE
NONE
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the lost pogo of this return.
NONE
NfJ-Il.~O : :'.
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RE""U (11-781
Cml'lION\\EAI.TIIIlF PENNSYI.V":"IA
TllANSFER INHERITANCE TAX
RESIlJENT llECEllENT
SCIIEDUI.E "n"
IlENI:FICI'\RIES
--~----------------~-'-
- ------- -..----.-.-- ---1--.------
\lI!NEFICIARIES ,11'0 AllIlRI'SSI~S IlEI.ATIONSIIIP
(State full I\nml'S 11m! ;I(Mressc~ of nil who (If 'l~p~ltJ.lten or SIIIl VI\' Ell DATI, IN'I ElliSI' Ill'
have un inlcresl. \'csled, ~olllinltl'nt or other.. ill~'~itimalc chiltln'll DECEIlENT Ill. IlE:"Er'IClAIl)
wise, in C~II.iLe) are invnlvcd, set ST,ITE Yi'S B!ItTII IN ESTATE
forth this fact,) OR ~o
DELLA. H. ZIMMl;:RMAN
23 East Main Street Li fp F.s.tajop ;n
Me.,...h~n; ,..~hn"'g I p~, 170'i'i V",~ 'F.nT;"'~ F."t"jo"
n. '"
.,n? Vn...J.- ".. ,~.. One-fourth Interest
W'''h''ni''sbura. Pa. 17055 Son Yes T~ n___. -r'lP,.
T""~~- ,.. .
?':I ,..~~... M~~~ ~ ~~th Int~
M",,.." ~n. . n~ 170C:;C:; n V",~
n"""" T.n "
R. n. ,as. Box !!42 I I nDP-fnl1,.th In:t.eJ:es.t.
York. Pa. . 17403 S"n Yes TIL.Eemainder
nnN'n.T.n R TNr.Rl>.Hl>.M
?!;C:;4 W""
Wp,"jo '''"~n n~o-twe1fth Interes
I~~A 21794 Grandson vO," T~ D~__. -d""
",,"',.."'" ,.. 1M I
Box 41122. n---"wclfth 1'nt..res
n ... ~~ ,,~ 17':1C:;':I .... ...~nn Yps In Remain,.ger
00----'" D
114' T _..,-~ ~.elfth ,_""
",_...1- p" 17025 Grandson v~ _.Remainde r
I 1-
,
n_ ______.__ ___~_____j -
D~poncnt further says thot all the above-named beneficiaries arc living at this 1imc except below:
NAME
DATe or: v~~iii
RESIDENCE
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File Number
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
21-80-0645
REV-484 EX" (3.80)
Estate Name ____Mllrle._R._Zimmerm!I.D--_.
Dale 01 Deoth
September 23, 1980
Sociol Security Number
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraisor in and lor the County of Cumberland
Pennsylvania, do respectfully report thot I have appraised the reol ond personal property as reported in the lorogoing
retum at the values set forth opposite each it~ in the last column to the right in Schedules "A", liB", IIC", Dnd liE"
Dated:
Deeemhe~ 11, 1980
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INHERITANCE TAX APPRAISER
INVENTORY
VALUE AS APPRAISEO
CODE
ADJUSTMENTS
(HARRISBURG USE ONLY)
REMArNDER APPRAISEMENT
CODE
Reol Property (Schedule A)
Personal Property (Schedul. B)
Joint-Held Property (Schedule E)
Transfor. (Schedule C)
s
None 00+
60,143 85 10+
N ne 2D+
None 30+
60.J.!I 85
40-
92+
TOTAL GROSS ASSETS
leu D.bts and Deductions
(SCHEDULE F)
CLEAR VALUE 0 F ESTATE
93-
Valuation of life estates or
annuities. . . . . . . . . . . . , .
RATE
FACTOR
PRINCIPLE
VALUE
CODE
FOR USE OF REGISTER ONLY
Tax on $
~
COMPUTATION OF TAX
5
5
5
5
TOTAL TAX
INTEREST FROM
BALANCE
TO
5
5
5
6'.
..
Tax on S
15%
Tax on $
Tax on S
Tax on S
5
Exemptions
Total Estate
Leu C,edits
DATE OF PAYMENT
AMOUNT PAlO
TAX CREOIT
S
5
INTEREST FROM
BALANCE OUE
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
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COUNTY FILE NO:
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FILE NO.
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Appraised Value of Estate:
Real Estate
$
+ C,o. I y.~ 1.(- r,
Personal Property
Jointlv Held PropertylTransfers
+
-
Total Gross Estate
S ?,(I ) U, "I );--<:;
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Total Approved Deductions
Clear Value of Estate
Less: Approved Charitable Exemptions
----
Clear Value of Estate Subject to Tax
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Amount Taxable @ 6% Rate
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tax due
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Amount Taxable @ 15% Rate
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
$ "'/15'3 V~
.. .. .. .. ,., .. A five percent discount totaling $
will be granted if the Inheritance Tax is paid bV
Less Credits:
DATE OF PA' MENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
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Interest 8ccrues 8t the rBte of six {51 percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
is
-'f "1
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fiX ,Jr; Ill) 1
BALANCE OF PENNSYLVANIA INHERITANCE TAX OUE
$
Assessed by: ... / .:, " 1/ . .-/// ~ .J
Ag.nt f6r th. Commonwelllff- -/ ~ ~,
See Information on Reverse Side )' t' / , ti.::7.. I
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". REV.ll 82 EX .', " .
~:> ..... '. . COMMONWEALTH OF PENNSYLVANIA
4 NOKo 0 0 3 56 DEPARTMENT OF REVENUE
" . ' . OFFICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX
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~l RECEIVED Harold E. Zi.aaeJ:\llan
'J FROM
-
TAX AT 6%
TAX AT 15%
TAXAT_%
ADDRESS
. .
Second Nat:iona1 Bank Blclq.
ESTATE TAX
MechanicabllEV. Pa. 17055
'--ESTATE'NFORMATiClN:;i;~---23 -- 19-eO-
DATE OF DEATH ...~..
TOTAL TAX CREDIT
2.953.49
FILE NUMBER
21-80-645
DATE OF PAYMENT
December 12. 1980
LESS DISCOUNT
PLUS % INTEREST
(FP.OM TO_I
147.67
NAME OF DECEDENT
MERLE R. ZIMMERMAN
Clllllberlan4
m
m
TOTAL AMOUNT PAID
COUNTY
2.805.82
------------------------------------------
POSTMARK DATE
REMARKS: .PAID IIf PULL"
SEAL
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, Mi'y <!!IPNt;Wla
~egiater of Wille
RECEIVED BY
I
REGISTER OF WILLS
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REV.4S5 (1-80)
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
REsrOENT OECEOENT
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SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
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Estate of r.lRRT.E R. 7.T~IMF.m.1i\1" Date of Death SFP'ORMiWR '1, 1<lRO
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
FileNo. '1-RO-fiil"
Claimant
Relationship to Decedent
Claimant's Address
ITEM
NO.
DATE
NAME OF PAYEE
REMARKS
AMOUNT
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TOTAL THIS PAGE S
1 hereby certify that to the best of my knowledge and belief the for going is a just and true datement of debts, funeral
expenses and expenses of administration submitted to the estate a d uctions for Inherit te Tax purposes.
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SIGNATURE OF RNEY/FIDUCIARV DATE
OFFICIAL USE ONL ,_
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S , t. 019 C c
(. 'l
6
PERCENT.
AT
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;;1'EGISTER'-O ILLS
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DATE
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by tile decedent prior to his/her death are deductible against his/her taxable estate.
In addition to debts incurred bV the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker.
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed
should be attached to this schedule.
A family exemption of 52,000 may be claimed by a spouse of a d~cedent who died domiciled in Pennsylvania.
If there is no spouse, or ilthe spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent.
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column.
2. Assign consecULive numbers to each item listed.
3. Enter the date on which each debt was incurred and/or paid.
4. Enter the names of each payee.
5. Provide a brief explanation in the remarks column for each debt claimed.
6. Enter the amount of each debt being claimed.
7. The form must be signed bV the person who has assumed the responsibility for payir,g the debts.