HomeMy WebLinkAbout03-0747PETITION FOR PROBATE and GRANT OF LETTERS
Estate of RICI-LARD B. ZllV~{ERM-AN No.
also known as To:
Register of Wills for the
, Deceased. County of Cumberland in the
Social Security No. 167-36-2418 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older ~~Iy beneficiary named
in the last wilt of the above decedent, dated September 27 ,19. 72
and codicil(s) dated None ~ and being the nominee of MST Bank~ successor to
Dauphin Deposit Trust Co~ per Renunciation filed herewith. It is further
~uEge.qtmd Eth~.] M Zimmmrmmn.. wife of decedent, died on September 21~ 1997.
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
is last family or principal residence at 770 S, Hanover Street, Borough of Carlisle
(list street, number and muncipality)
Decendent, then__ 91 years of age, died August 26, 200,3312j.__,
at Borough of Carlisle, C,mherland County, Pennsylvania
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: None
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
Unestimated
None
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters of adminJ serari on c~m to.qr~mento anno_xo.
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
Judith ~. Zimmerman March
1223 Pin Oak Drive
Mmnhnnic.qburE: PA 17055
OATH OF'PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed Q~Agl¢~C~ ff)~.~4~
before me this //*'// day of ~ g -Judith 1~. Z±nnnerman March-
September ' ~ 2003~
Estate Of
No. .x9../-~.9~- 7,%/'7
RICHARD B. ZIMMERMAN
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW September // xl~fled!fl0.3_, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated September 27, 1972
described therein be admitted to probate and filed of record as the last will of
Richard B. Zimmerman .
and Letters of Administration Cum Testamento Annexo
are hereby granted to Judith M. Zimmerman March
FEES
Probate, Letters, Etc.
ShdrtCertificates( ) ..........
Renunciation ................
TOTAL
Filed {,~ ~,~..
Ri ak r'~ O '
44 West Main Street
Mechanicsburg, PA 17055-0318
ADDRESS
(717) 697-8528
PHONE
RENUNCIATION
In Re Estate of
RICHARD B. ZIMMERMAN
deceased.
Tothe RegisterofWillsof Cumberland County, Pennsylvania.
M & T Bank, successor to Dauphin Deposit Trust
The undersigned Company, the executor named in the Last Will and Testament
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
of Administration Cum Testamento Annexo
be issued to Judith M. March (nee Judith M. Zimmerman
WITNESS
our
hand this day of September ,1~ 2003
M ~ T ~AN~, ~cces~,~ to ~y'fjr
DEPOSIT TRUST/COI~ / r ~/z/
~/~ ~ '/ (Signat~] fi'
(Address)
(Signature)
(Address)
(Signature)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat
request of testat__
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19.__
, sign the same and that signed as a witness at the
in h presence and (in the presence of each other) (in the presence of the
Register
(Name)
(Address)
(Name)
(Address)
REGISTER OF WILLS OF Ctr~ERLA~ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Judith M. March and Kenneth E. March
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
each is familiar with the signature of Richard B. Zimmerman ,
testator of ( ffaggi~ to) the will presented herewith and
that each believes the signature on the will is in the handwriting of
Richard B. Zimmerman
to the best of
Sworn to or affirmed and subscribed before
me this day of
September ~9 2003
their knowledge and belief.
6/ Judith..M. Ma~ch
t~vame)
1223 Pin Oak Drive, Mechan±csburg,
Register
Kenneth E~ March
(Name)
1233 Big Oak Drive, Mechanicsburg
(Address)
PA 17055
PA 17055
his is to certify that the information here given is correctly copied from an original certificate of death duly filed ~vith me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph/~;.
No. ~ Date
HmS ~43 Rev 2/87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
STATE FILE NUMBER
· NAME OF DECEDENT {First. M~ldle. Last) SEX SOCIAL SECURITY NUMBER I DATE OF DF-ATH {Mo~th. Day Year)
· 4. Richard Bowman Zimmerman [= Male 3167 -36 - 2418 14August 26, 2003
~JAGE{kaslB~-thday) I UNDERIYEAR ~ UNDERI~AY DATE OF BIRTH BIRTHPLACE (City and p'LACE OF DEATH Ch~,cko~'dvone-see nsU1Jcfionso~,;l~r~.]9 '
~'~ I M~th$ [Days~ Hours ] Minutes I (Month. Day. Year) I Stale (x F~e~gn C,~Jnlly) I HOSPITAJ.; I aT.ER:
Y,s I I I I Is. 3/ 0/1012 I,.Penbrook,PA I:"'"'l-I De. U1
~ COUNTY OF DEATH I CITY. BORO, TWP OF DEATH I FACILITY NAME (if not i~UleUon, give s~eet and number) IWAS~ECEDENT OF HIBI'~ANIC ORIGIN? IR~CE - Am.,~. ~'-.,
No Yes if yes sPeOfy Cuban (Specify)
~.. Cumberland lB,Carlisle I.Chapel Pointe IM:'~.P"e~R"":o~. ' White
'=~ ' ' ' ~ ' I~, I
DECEDEN'rS USUAL OCCUPATION
,a. Supervisor
I AS DECEDENT EVER IN DECEDENT'S EDUCATION I
KIND OF BUSINESS / INDUSTRY IU~wA'S' AR%~ED FORCES? [[ (Se~ty Dray ~,~...t ~ ~)~IT~ STA~S - Mafia, SURV~ ~5E
I
Postal Se~ce [ ~"~ No~ [ 1~,~, c ..... ' I'~
(S~)
· pz I'- . W~dOW~ ~s.
DECEDENTS MAILING ADDRESS (Stmel. City/Town, Stale. Zip Code) I DECEDENT*S
ACTUAL
770 S. Hanover St. ]RES,DENCE
Carlisle, PA 17013 (s,.~,,~,,
Dewitt C. Zimmerman
p .1 ~.enns~.van~.a o~ ,ye. [] Yes. decedent ,red ~ ~
1731.
Slete
decedent
bye ~ a
'Tbc~..~rland ,~? 17d~ NO'~""'~" ~rlisle
MOTHER'S NAME First, Middle Maiden Surname)
~s. Anna H. Bowman
INFORI~i%.N]~S MAILJ _NG ADDRESS LStreet. City/Town. State. ~.o Code)
2Ob.
/40-J Walnut Fores[ Rd., Winston-Salem~ NC 27103
I PLACE OF DISPOSITION- Name of Dee~elerf, Crematc~* I LOCATION - CRy/Town Stele. F-ko Code
,~:%'h~gl'a. ntown Gap Nat'l Cern ,,,.Annville, PA 17003
INFORMAN'PS NAME (Type/Print)
20,. Richard W. Zimmerman
. METHOD OF DISPOSl DATE OF DISPOSITION
Donation [] Burial ~-~emalJon E]Removal from S~ ~ (~. Y ~
SIG~TUR RVI E OR PERSON ACTING ~ SUCH LICEN E NUM R N~E ~O ~DRESS OF F~tLI~
~_ ~ ~ta *~ 23a~ ~ ~ ceding [ To ~e ~st ol my ~e. dee~ ~ at~e fi~e. ~le a~ ~ce s~led. LICENSE NUMBER DATE SIGNED 1
~mnis~tavailab~att~eo~dea~to I (~nature~d~e) I/ . ./I ~' t n - I ~ / ~ ~ Ot ~i ~ (~ Oly YIU)
CAUSE
WAS AN AUTOPSY I WERE AUTOPSY FINDINGS I MANNER OF DEATH
P~RFORMED? I AVAILABLE PRIOR TO
I OF DEATH? Accident[] Pendt~g thveaflGa~,k~
NmE ~D ~"ESS OF PER~. WHO COMPLETED ~USE OF O~m
DATE FILED (Month. Day. Year)
,,, ~ -~
I, RICHARD B. ZIMMERMAN~ of Susquehanna Township, Dauphin
County, Pennsylvania, being of sound mind, memory and understand-
ing, do make and publish this my Last Will and Testament hereby
revoking and making void all former wills by me at any time here-
tofore made.
ITEM 1. I order and direct that all my just debts and
funeral expenses be fully paid and satisfied by my Executrix
hereinafter named as soon as conveniently may be after my de-
cease.
ITEM 2. I give, devise and bequeath all the rest, residue
and remainder of my estate~ real, personal and mixed, whatso-
ever and wheresoever~ to my wife, ETHEL M. ZIMMERMAN, absolutely.
ITEM 3. In the event that my said wife, ETHEL M. ZIMMER-
MAN, predeceases me then I give, devise and bequeath the said
rest, residue and remainder of my estate~ real, personal and
mixed, whatsoever and wheresoever to my children~ RICHARD W.
ZIMMERMAN, THOMAS E. ZIMMERMAN, and JUDITH M. ZIMMERMAN~ equally,
share and share alike.
ITEM 4. My Executrix hereinafter named shall have the
full power and authority to sell any and all personal property
and real estate belonging to my estate at the time of my death,
including the power to lease the real estate for such length of
time as shy may deem wise and beneficial for the best interests
of my estate.
ITEM 5. I hereby nominate, constitute and appoint my wife,
ETHEL M. ZIMMERMAN, as Executrix, and in the event she prede-
ceases me, then I nominate, constitute and appoint the DAUPHIN
DEPOSIT TRUST COMPANY, of Harrisburg, Pennsylvania, as Executor
- 1 -
of this my Last Will and Testament.
IN WITNESS WHEREOF, I, RICHARD B. ZIMMERMAN, have to this
my Last Will and Testament set my hand and seal this ~~ day
Signed, sealed, published
and declared by RICHARD B.
ZIMMERMAN, the Testator
above named, as and for his
Last Will and Testament,
in the presence of us who,
in his presence, at his
request, and in the presence
of each other, have here-
unto set our names as
witnesses.
)
)
)
) ......... ~
)
)
)
)
)
)
)
)
)
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)
(SEAL)
- 2 -
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003241
SNELBAKER BRENNEMAN & SPARE PC
44 WEST MAIN STREET
MECHANICSBURG, PA 17055
........ fold
ESTATE INFORMATION: SSN: 167-36-2418
FILE NUMBER: 21 03-0747
DECEDENT NAME: ZIMMERMAN RICHARD B
DATE OF PAYMENT: 11/17/2003
POSTMARK DATE: 11/17/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 08/26/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,800.00
TOTAL AMOUNT PAID:
$1,800.00
REMARKS: JUDITH MZIMMERMAN MARCH
C/O SNELBAKER BRENNEMAN SPARE
SEAL
CHECK//102
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
No. 2003-00747
Richard B. Zimmerman, Deceased
August 26, 2003
PA No. 2103-0747
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or
about September 15, 2003:
Nanle
Judith M. Zimmerman March
Address
1223 Pin Oak Drive
Mechanicsburg, PA 17055
Richard W. Zimmerman
740-J Walnut Forest Road
Winston-Salem, NC 27103
Thomas E. Zimmerman
2404 Burcham Drive
East Lansing, MI 48823
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE.
Date: September15, 2003 ~~ ~ ~ ,/~;
aker, Esquire
44 West Main Street
Mechanicsburg, PA 17055-0318
(717) 697-8528
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BLiREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-11 62 EX(11-96)
CD 003657
........ fold
MARCH JUDITH M ZIMMERMAN
1223 PIN OAK DRIVE
MECHANICSBURG, PA 17055
ESTATE INFORMATION: SSN: 167-36-2418
FILE NUMBER: 2103-0747
DECEDENT NAME: ZIMMERMAN RICHARD B
DATE OF PAYMENT: 03/10/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUM BERLAN D
DATE OF DEATH: 08/26/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $536.22
~REMARKS:
TOTAL AMOUNT PAID'
JUDITH M ZIMMERMN MARCH
HAND DELIVERED TAX PAYMENT
INITIALS: SK
CHECK# 107
$536.22
SEAL
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
REV-tEO0 Ex (~oo)
COMMONWEALTH OF
REV-I$O0
DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX RETURN
HARRISBURG, PA 17128-0601
RESIDENT DECEDENT
DECECENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
Zin~nerman, Richard B
UJ DATE OF DEATH (M M-OD-YEAR) J
~ DATE OF BIRTH (MM-DD-YEAR)
uJ 08/26/2003 03/30/1912
l. LI (IFAPPLICABLE) SURVIVING SPOUSE'S NAME (LAST FIRST, AND MIDDLE INITIAL)
~ ,
~ Ir'X! I Original Return I ~ 2. Supplemental Return
O~,~,, I Limited Estate ['---] 4a Futurelnterest Compromise (date of death a~er12.12.~2)
[~ 6. Decedent Died Testate (Attach copy of Will) r-~ 7. Decedent Maintained a Living Trust (Attach copy of Trust)
OFFICe. USE ONLY
0747
NUMBER
TI'~S RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
FILE NUMBER
21 -- 2003
COUNTY CODE YEAR
ISOCIAL SECURITY NUMBER
! 167-36-2418
L ] 3. Remainder Return (date of death pdor to 12-13-82)
r'~5. Federal Estate Tax Return Required
Z
Z
z
o
i 8. Total Number of Safe Deposit Boxes
~ 9. Litigation Proceeds Received ~-~ 10. Spousal Poverty Credit (date of death between 12-31.91 and 1-1-,5) E~ 11. Election to tax under Sec. 9113(A)(A~,a~ Sc~ O)
NAME
COMPLETE MAILING ADDRESS
Richard C. Snelbaker
FIRM NAME (If Applicable) 44 West Main Street
Snelbaker, Brenneman & Spare, P.C. P.O. Box 318
TELEPHONE NUMBER Mechanicsburg, PA 17055
717-697-8528
1. Real Estate (Schedu~ A) (1) 0,00
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4 Mortgages & Notes Receivable (Schedule D) (4) 0.001
5. Cash, Bank Deposits & Miscellaneous Personal Property ;'::
(Schedule E) (5) 55,315.4i'
6. Jointly Owned Property (Schedule F)
[] Separate Billing Requested (6) 0.00
7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 0.01~ii'
(Schedule G or L)
8 Total 6ross Assets (total Lines 1-7) (8)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 2,833.75
10. Debts of Decedent, Mortgage Liabilities, & Liens(Schedule I) (10) 725. 5?
11. Total Deductions (total Lines 9 & 10) (11)
12. Net Value of Estate (Line 8 minus Line 11) (12)
13. Charitable and Governmental Beq uests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J) (13)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUC~ONS ON REVF,.~,.~E SIDE FOR APPLICABLE RATES
O(
0.
OFFKT, IAL USE ONLY
57,475.33
3,559.32
53,916.01
0.00
53,916.01
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16 Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
0.00 x.00 (15) 0.00
53,916.01 x.045 (18) 2,426.22
0.00
x.12 (17) 0.00
0,00
x .15 (18) 0.00
20 ~] (19) 2,426.22
2W4645 1.000
· Decedent's Complete Address:
k Ha__._~_~ve._~ Stree_______~
Boro, Cumberland
LCarlisle
Cry
Tax Payments and Credits:
I ~7013
Tax Due (Page 1 Line 19)
Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
0.00
1,800.00
90.00
0.00
0.00
Interest/Penalty if applicable D. Interest
E. Penalty
Total Credits (A + B + C) (2)
Total Interest/Penalty (D + E)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Line 20 to request a refund
(1) 2,426.22
lr890.00
(3) 0.00
(4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 536.22
A. Enter the interest on the tax due. (5A) 0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 536.22
~ ................ .,.. ............................................... ~,a..,.k.....e....,.C,...h..e..c..~ ~f~y~le to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ....................... ['~
b. retain the right to designate who shall use the property transferred or its income; ......... E~ ~_
c. retain a reversionary interest; or ................................ [----]
d. receive the promise for life of either payments, benefits or care7
2. if death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............................ r~l []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ~] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary des gnation? . .
IF THE ANSWER TO ANY OF THE ABOVE QUEStIOnS I~ ~Si fOb b~T'Cb~L~fE'S~Eb0L'E'G'A~ ;ll'E'lf A~-PART ~;HE RETURN
Under penalties of perjury, I declare that I have exam ned this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. '
Declaration of preparer other th an the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
% ' ' DATE
____~anicsburg, PA 17055
ADDRES~44~st Main Street P.O. Box 318 Mechanicsburg, PA 17055
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 PS. § 9916 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfem to or for the use of the surviving spouse is 0% [72 P.S. § 9116 (a) (1.1) (ii)]
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate im posed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S § 9116(a)(1 ~2)]
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. § 9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. § 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
2W4646 1000
, REV-1503 BX + (1-97)
COMMONVVEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
Zimmerman, Richard B
FILE NUMBER
21-2003-0747
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBEF DESCRIPTION
MetLife, Inc., 76 shares of c~.._.~_:on stock, valued at
share
VALUE AT DATE
OF DEATH
2,159.92
TOTAL (Also enter on line 2, Recapitulation) $
2,159.92
2W4696 3000 (If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAX RETURN
RESIDENTDECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
Zimtaerman, R.i-chard B FILE NUMBER
21-2003-0747
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITE~
VALUEATDA~
DESCRIPTION OFDEATH
Chapel Pointe, refund on resident care
5,151.07
M&T Bank, checking account # 950227153
50,164.34
2W46AD 2.000
TOTAL(Also enter on line
(If more space is needed, insert additional sheets of the same size)
55,315.41
, REV-1511 E~+ (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Zim~erman, Richard B
FILENUMBER
21-2003-0747
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
1.
5.
6.
7.
10
FUNERAL EXPENSES:
Hetrick Funeral Home,
DESCRIPTION
Inc., funeral services
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State ~ Zip
Year(s) Commission Paid:
Attorney Fees Name: Snelbaker, Brenneman & Spare
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
State ~ Zip
City
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Cumberland Law Journal, advertising Administratrix
notice
Patriot-News, advertising Administratrix notice
Cumberland County Register of Wills, filing fee for
Inheritance Tax Return
AMOUNT
160.20
Reserve for filing fees, accounting costs and other
miscellaneous costs associated with the
administration of Decedent,s estate
TOTAL (Aisc enter on line 9, Reca
2W46AG 2000 (if more space is needed, insert additional sheets of same size)
0.00
1,850.00
0.00
110.00
0.00
0.00
75.00
123.55
15.00
500.00
$ 2,833.75
REV-1512 EX + (1~97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
F~SIDENTDECEDENT
ESTATE OF
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES,& LIENS
Zim~erman, Richard B
FILENUMBER
21-2003-0747
Include unreimbursed medical expenses.
ITEM
NUMBEF DESCRIPTION
1. Central Penn Medical Center, medical expense
20mnicare Pharmacies of Pennsylvania East, LLC, medical expense
3 Belvedere Medical Corp., medical expense
4 Andorra Radiology Assoc, PC, medical expense
5 Mobile X-Ray Imaging, Inc., medical expense
6 Quantum Imaging & Therapeutic, medical expenses
7 Cumberland Goodwill Fire Rescue, ambulance service
8 West Shore EMS, ambulance service
9 PhilHaven, medical expense
10 Carlisle Regional Medical Center, medical expense
11 Pinker & Associates, m~dical expense
AMOUNT
28.40
266.75
9.77
8.39
86.82
2.26
72.94
72.71
24.57
138.64
14.32
TOTAL (Also enter on line 10,___.~
2W46AH 2.000 (If more space is needed, insert additional sheets of the same size)
725.57
' REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
Z inm~.~
NUMBER
I.
3
man, Richard B
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLEDISTRIBUTIONS[includeoutrights~usaldistributions, andtran~ers
underSec. 9116(a)(l.2)]
Zim~erman, Richard W
740-J Walnut Forest Road
Winston-Salem, NC 27103
Zim~erman, Thomas E
2404 BurchamDrive
East Lansing, MI 48823
FILE NUMBER
21-2003-0747
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Son
Son
Zin~nerman March, Judith M
1223 Pin Oak Drive
Mechanicsburg, PA 17055
Daughter
AMOUNT OR SHARE
OFESTATE
17,972.00
17,972.00
17,972.01
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00
2W46A11000 (If more space is needed, insert additional sheets of the same size)
I, RICHARD B. ZIMMERMAN, of Susquehanna Township, Dauphin
County, Pennsylvania, being of sound mind, memory and understand-
ing, do make and publish this my Last Will and Testament hereby
revoking and making void all former wills by me at any time here-
tofore made.
ITEM 1. I order and direct that all my just debts and
funeral expenses be fully paid and satisfied by my Executrix
hereinafter named as soon as conveniently may be after my de-
cease.
ITEM 2. I give, devise and bequeath all the rest, residue
and remainder of my estate, real, personal and mixed, whatso-
ever and wheresoever~ to my wife~ ETHEL M. ZIMMERMAN, absolutely.
ITEM 3. In the event that my said wife, ETHEL M. ZIMMER-
MAN, predeceases me then I give, devise and bequeath the said
rest, residue and remainder of my estate~ real, personal and
mixed, whatsoever and wheresoever to my children~ RICHARD W.
ZIMMERMAN~ THOMAS E. ZIMMERMAN, and JUDITH M. ZIMMERMAN, equally,
share and share alike.
ITEM 4. My Executrix hereinafter named shall have the
full power and authority to sell any and all personal property
and real estate belonging to my estate at the time of my death,
including the power to lease the real estate for such length of
time as shy may deem wise and beneficial for the best interests
of my estate.
ITEM 5. I hereby nominate, constitute and appoint my wife,
ETHEL M. ZIMMERMAN, as Executrix, and in the event she prede-
ceases me, then I nominate~ constitute and appoint the DAUPHIN
DEPOSIT TRUST COMPANY, of Harrisburg, Pennsylvania~ as Executor
- 1 -
of this my Last Will and Testament.
IN WITNESS WHEREOF, I, RICHARD B. ZIMMERMAN, have to this
my Last Will and Testament set my hand and seal this ~~ day
?
Signed, sealed, published
and declared by RICHARD B.
ZIMMERMAN, the Testator
above named, as and for his
Last Will and Testament,
in the presence of us who,
in his presence, at his
request, and in the presence
of each other, have here-
unto set our names as
witnesses.
( SEAL )
BUREAU OF TNDZVIDUAL TAXES
TNHERTTANCE TAX DTV/STON
DEPT. ZBO60l
HARRISBURg, PA 17128-0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-l;47 EX AFP (01-OS)
~*. DATE Oq-26-200q
:?~ ESTATE OF ZIHMERHAN RICHARD B
DATE OF DEATH 08-26-2005
FILE NUHBER 21 05-07q7
~ 2~ 13t :35 COUNTY CUNaERLAND
ACN 10!
Amoun~ Remi~ad I
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
RICHARD C SNELBAKER '0~
SNELBAKER ETAL
PO BOX 518
HECHANICSBURG
CUT ALONG TH'rS L'rNE ~.~ RETA'rN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF TNHERITANCE TAX APPRAISEHENT, ALLOWANCE OR D'rSALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF ZINHERHAN RICHARD B FILE NO. 21 05-07~7 ACN 101 DATE OR-26-ZO0~
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~a (Schedule A) (1)
2. S~ocks end Bonds (Schedule B) (2)
$. Closely Held S~ock/Par~nership Zn~eres~ (Schedule C) ($)
q. Mortgages/No,es Receivable (Schedule D) (~)
5. Cash/Bank Deposits/Misc. Personal Proper~y (Schadule E) (5)
6. Jointly O~ned Proper~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To~al Asse~s
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad~. Cos~s/M~sc. Expanses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10).
11. To~al Deductions
12. Ne~ Value of Tax Re~urn
Zz159.9Z
.00
55~515.ql
.00
.00 NOTE: To insure proper
credi~ ~o your account,
submi~ ~he upper portion
.00 of ~his fora wi~h your
~ax payment.
.O0
(8)
2,855.75
725.57
13.
1~.
NOTE:
57,q75.55
(11) ~ .S59. ~2
(12) 55,916.01
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
Na~ Value of Es~a~e Subjac~ ~o Tax (1~)
If an assess;ant ~as issued previously, lines 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Amoun~ of Line 1~ a~ Spousal ra~a
16. Amoun~ of L/ne lq ~axable a~ Lineal/Class A ra~e
17. Amoun~ of L/ne lq a~ Sibling ra~e
18. Amoun~ of Line lq ~axable a~ Collateral/Class B ra~e
19. Principal Tax Due
TAX CREDITS
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
11-17-2005 CDOOSZ~I 9~.7q
05-Z0-200~ CD005657 .00
.00
55,916.01
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
18 and 19 ~ill
(15) .00 X O0 = .00
(~6). 55,916.01 X Oq5= 2,~,Z6.22
(17) .00 X 1Z = .00
(18) .00 x 15 = .00
(19)= Z,qZ6.ZZ
AMOUNT PAID
1,800.00
556.22
TOTAL TAX CREDIT
BALANCE OF TAX DUEI
INTEREST AND PEN.
TOTAL DUE
2,q50.96
q.7qCR
.00
q.7qCR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT' (CR)~ YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION:
PURPOSE OF
NOTICE:
PAYNERT:
REFUND (CR):
OBJECTIONS:
ADH/N-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appralsa and assess transfer Inheritance Taxes
at the lawful Class S (collateral) rate on any such future interest.
To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S.
Section 91~0).
Detach the top portion of this Notice and submit with your payment to tho Register of Rills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications ara available at the Office
of the Register of Hills, any of the 23 Revenue District Offices, or by calling tho special Zq-hour
answering service for forms ordering: 1-800-~62-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-B00-~7-5020 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Pest Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-lDO1) for an explanation of administratively correctable errors.
If any tax due is paid within three (5) calendar months after the decadent's death, a five percent (52) discount of
the tax paid is allowed.
The 152 tax amnesty non-parti;ipation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (62) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZO0~ are:
Interest Daily Interest Daily
Year Rate Factor Year Rate Factor
~ ZOZ .0005~8 ~7'~'8 - / 991 llZ .000301
1983 16X .000q. S8 1992 92 . O00Z~,7
198~ 112 .000301 1995-199~ 7Z .000192
1985 13X .000556 1995-1998 9Z .0002~7
1986 107. .00027~ 1999 7Z .000192
1987 lex .00027~ ZOOO 7Z .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID
Interest Dally
Year Rate Factor
~ 9Z .O00Zfi7
2002 62 .O0016q
2005 52 .000137
ZOO~ ~Z .000110
X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond tho date of the assessment. Xf payment is made after the interest computation date shown on the
Notice, additional interest must be calculatmd.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENTOFREV£NUE
BUREAU OFINDIVlDUAL TAXES
DEPT, 280601
HARRISBURG, PA 17128-0001
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004297
SNELBAKER RICHARD C
44 W MAIN STREET
MECHANICSBURG, PA 17055
........ fold
ESTATE INFORMATION: SSN: 167-36-2418
FILE NUMBER: 2103 - 0747
DECEDENT NAME: ZIMMERMAN RICHARD B
DATE OF PAYMENT: 08/23/2004
POSTMARK DATE: 08/23/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 08/26/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $106.65
TOTAL AMOUNT PAID:
9106.65
REMARKS:
SEAL
CHECK//111
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAl. TAXES
DEPT, 280601
HARRISBURG, PA 17128 O601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004297
SNELBAKER RICHARD C
44 W MAIN STREET
MECHANICSBURG, PA 17055
........ fold
ESTATE INFORMATION: SSN: 167-36-2418
FILE NUM DER: 2103- 0747
DECEDENT NAME: ZIMMERMAN RICHARD B
DATE OF PAYMENT: 08/23/2004
POSTMARK DATE: 08/23/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 08/26/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $106.65
TOTAL AMOUNT PAID:
8106.65
REMARKS:
SEAL
CHECK# 111
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Inventory of the real and personal estate of
RICHARD B. ZIMMERMAN, Deceased
PERSONALTY:
1. Metlife, Inc., 76 shares of common stock, valued at $28.42 per share
2. Chapel Pointe, refund on resident care
3. M&T Bank, checking account # 950227153
4. U.S. Treasury, refund due on 2003 Individual Income Taxes
TOTAL PERSONALTY:
REAL ESTATE:
1. Decedent owned no Real Estate at the time of his death
TOTAL PERSONALTY AND REAL ESTATE:
2,159.92
5,151.07
50,164.34
2,347.00
59,822.33
0.00
59,822.33
Page 1
LAW OFFICES
SNELI3AKER,
BRENNEMAN
& SPARE
RECEIPT AND RELEASE
WHEREAS, Richard B. Zimmerman, late of Carlisle Borough,
County of Cumberland and Commonwealth of Pennsylvania, died on
August 26, 2003, having first made his Last Will and Testament
which was duly probated before the Register of Wills in and for
said Cumberland County on September 11, 2003, and Letters of
Administration were issued on the same date to, Judith M.
Zimmerman March, the Administratrix C.T.A. named in the Last Will
and Testament of said Decedent;
and
WHEREAS, said Administratrix C.T.A. has entered upon and
completed her administration of said Decedent's Estate as set
forth in her First and Final Account attached hereto, ancO_intends
to distribute the net balance of the assets of sai'~~' Esta~ to the
persons named in the Statement of Proposed Distribetion'~'ellso
attached thereto, both of said documents being incorporai~~
herein by reference thereto;
NOW, KNOW ALL MEN BY THESE PRESENTS, that we, Judith M.
Zimmerman March, Richard W. Zimmerman and Thomas E. Zimmerman,
being the principal legatees, beneficiaries and distributees
named in the Will of said Decedent and the persons entitled to
share in the residuary distribution of the Estate of said
Decedent, do hereby declare and say that we, and each of us, have
examined the attached Account and Statement of Proposed
LAW OFFICES
SNELI3AKER.
BRENINEMAN
& SPARE
Distribution, and find the same to be true and correct, and in
strict accordance with the terms and provisions of said Will, and
we do hereby acknowledge that we, and each of us, this day have,
had and received of and from Judith M. Zimmerman March, the
Administratrix C.T.A. of the Estate of Richard B. Zimmerman, the
cash, personalty and/or real estate set opposite our names in the
above Statement of Proposed Distribution, in full satisfaction,
payment and discharge of all such sum or sums of money, legacies
and bequests, share or shares, purparts and dividends which were
due, owing and payable and belonging to us, and each of us, by
any means whatsoever, for or on account of our full share, part
or dividend of the Estate of Richard B. Zimmerman, Deceased.
NOW, THEREFORE, we, and each of us, the said Judith M.
Zimmerman March, Richard W. Zimmerman and Thomas E. Zimmerman, do
by these presents, remise, release, quit-claim and forever
discharge the said Judith M. Zimmerman March, her heirs,
executors and administrators, of and from our said shares or
dividends of the Estate aforesaid, and of and from all actions,
suits, payments, accounts, reckonings, claims and demands
whatsoever, for or by reason thereof, or of any act, matter,
cause or thing whatsoever, from the beginning of the world to the
day and date of these presents.
AND, desiring to avoid the delay and expense of the
settlement of said Estate by filing the foregoing Account of said
administration in the Office of the Register of Wills of said
LAW CIFFICES
SNELBaKEr,
BREN NEMAN
& SPAre
Cumberland County and by having the balance in the hands of the
Administratrix C.T.A., as shown by said Account, distributed by
the Court of Common Pleas of Cumberland County - Orphans' Court
Division, we, and each of us, do hereby agree that the foregoing
Account and Statement concerning the matter of settlement may be
recorded with the same effect upon us, and each of us, as if the
same had been reported upon by said Court, in a decree of
distribution made on such proposed Statement of Distribution by
the said Court of Common Pleas - Orphans' Court Division.
A_ND in consideration of the aforesaid settlement being made
without the aid of such Court of Common Pleas - Orphans' Court
Division, that we, and each of us, the said Judith M. Zimmerman
March, Richard W. Zimmerman and Thomas E. Zimmerman, do hereby
agree that if any debts or demands other than those included in
the above referenced First and Final Account, as hereinbefore set
forth, shall be hereafter recovered lawfully against the Estate
of said Decedent and be legally payable out of the same, that we,
and each of us, will return to the said Administratrix C.T.A.
such amounts thereof as may be necessary to pay such debts or
demands.
We and each of us, do hereby acknowledge our understanding
that the reserve amount claimed on the Final Accounting is
estimated on the assumption that the Administrative Correction
showing the voluntary increase of Pennsylvania Inheritance caused
by the unanticipated refund paid for the 2003 Individual Income
LAW OFFICES
SNELBAKER,
BRENNEMAN
& SPARE
Taxes will be accepted as presented to the Pennsylvania
Department of Revenue. If that assumption proves to be
incorrect, the Administratrix C.T.A. reserves the right to
withdraw the accounting or amend it to reflect the then-current
circumstances and has the right to request return of any said
sums necessary to pay any further taxes due on said
administrative correction and for all costs and expenses
occasioned thereby.
IN WITNESS WHEREOF, we have hereunto set our hands and seals
this ~O4~ day of ~k~
2004
WITNESSED BY:
O~ 2~2/~~Z~ 2Y]~SEAL)
~ Judith'. Zimmerman~ March
(SEAL)
Richard W. Zimmerman
(SEAL)
Thomas E. Zimmerman
LAW OFFICES
SN eliBakEr.
BRENNEMaN
& Spare
Taxes will be accepted as presented to the Pennsylvania
Department of Revenue. If that assumption proves to be
incorrect, the Administratrix C.T.A. reserves the right to
withdraw the accounting or amend it to reflect the then-current
circumstances and has the right to request return of any said
sums necessary to pay any further taxes due on said
administrative correction and for all costs and expenses
occasioned thereby.
IN WITNESS WHEREOF, we have hereunto set our hands and seals
2004
this day of
WITNESSED BY:
( SEAL )
Judith M. Zimmerman March
~Ri ch~rd~WL2Z imme rman
( SEAL )
Thomas E. Zimmerman
LAW OFFICES
SNELI3AKER.
BRENNEMAN
& SPARE
Taxes will be accepted as presented to the Pennsylvania
Department of Revenue. If that assumption proves to be
incorrect, the Administratrix C.T.A. reserves the right to
withdraw the accounting or amend it to reflect the then-current
circumstances and has the right to request return of any said
sums necessary to pay any further taxes due on said
administrative correction and for all costs and expenses
occasioned thereby.
IN WITNESS WHEREOF, we have hereunto set our hands and seals
2004
this day of
WITNESSED BY:
( SEAL )
Judith M. Zimmerman March
/~c~/d W. Zimmerman
· ~ -
(SEAL)
(SEAL)
ROBIN RAYCHELL SORRELLS
Notary Public, Ingham Co., M!
My Comm. Expires April 17, 2007
LAW OFFICES
SNEIBaKER.
BRENNEMaN
& Spare
COMMONWEALTH OF PENNSYLVANIA)
: SS.
COUNTY OF CUMBERLAND)
On this th~~ day of 0~~ 2004, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Judith M. Zimmerman March, known to
me (or satisfactorily proven) to be the person whose name is
subscribed to the within instrument and acknowledged that she
executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notadal Seal
Sandra K. Showem, Notary Public
Mechanicsburg Boro, Cumberland County
My Commission Expires Nov. 22, 2007
Member, Pennsylvania Association Of Notaries
LAW OFFICES
SNELBAKER.
BRENNEmAN
& SPARE
STATE OF NORTH CAROLINA )
: SS.
COUNTY OF ~O{~\~ )
On this the ~O day of kA~d~.~A~2~ 2004, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Richard W. Zimmerman, known to me
(or satisfactorily proven) to be the person whose name is
subscribed to the within instrument and acknowledged that he
executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
Notary Public
LAW OFFICES
SNELIgAKEr,
BRENNEMAN
& SPARE
STATE OF MICHIGAN )
: SS.
COUNTY OF ~~ )
On this the ~9qa~ day of ~~
2004, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Thomas E. Zimmerman, known to me (or
satisfactorily proven) to be the person whose name is subscribed
to the within instrument and acknowledged that he executed the
same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
Notary Public
IROBIN RAYCHELLSORRELLS ~
Notary Public, Ingham Co., MI J
My ,Comm. Expires April 17, 20071
LAW OFFICES
SNEIBaKEr.
BRENNEMAN
& SPARE
ESTATE NO. 21-03-0747
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY JUDITH M. ZlMMERMAN MARCH,
ADMINISTRATRIX C.T.A. OF THE ESTATE AND UNDER THE LAST WILL
AND TESTAMENT OF RICHARD B. ZIMMERMAN, DECEASED,
LATE OF CARLISLE BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA
Judith M. Zimmerman March, Administratrix C.T.A. as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENTS DEATH:
DATE LETTERS TESTAMENTARY ISSUED:
August 26, 2003
September 11, 2003
DATES AMINISTRATRIX C.T.A. NOTICE ADVERTISED:
Cumberland Law Journal September 26, October 3, 10, 2003
Patriot-News September 30, October 7, 14, 2003
FIRST AND FINAL ACCOUNT
PERSONALTY - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
1. Metlife, Inc., 76 shares of common stock, valued at $28.42 per share
2. Chapel Pointe, refund on resident care
3. M&T Bank, checking account # 950227153
4. U.S. Treasury, refund on 2003 Final Individual Return
5. M&T Bank, cash from postmark credit union
6. Metlife, Inc., gain on sale of 76 shares of common stock
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
PERSONALTY - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1. Carlisle Regional Medical Center, medical expenses
2. Cumberland Goodwill Fire Rescue, ambulance services
3. West Shore Ambulance Service, ambulance services
4. Quantum Imaging & Therapeutic, medical expenses
5. Mobil X-Ray Imaging, Inc., medical expenses
6. Andorra Radiology Assoc., P.C., medical expenses
7. BMC, medical expenses
8. Omnicare Pharmacies of Pennsylvania East LLC, medical expenses
9. Hetrick Funeral Home, Inc., funeral services
10. Pinker & Associates, medical expenses
11. Philhaven, medical expenses
12. Register of Wills, Agent, estimated tax payment
13. Central Penn Medical Group Emergency, medical expenses
14. Judy March, reimbursement for preparation of Final Individual Income Taxes
Page 1
2,159.92
5,151.07
50,164.34
2,347.00
50.40
557.03
60,429.76
225.66
72.94
72.71
2.26
86.82
20.91
5.91
266.75
160.2O
14.32
24.57
,800.00
28.40
122.00
LAW OFFICES
SNELBAKER,
BRENNEMAN
& SPARE
15. Register of Wills, filing fee for Inheritance Tax Return 15.00
16. Register of Wills, Agent, Inheritance Tax Return 536.22
17. Register of Wills, additional probate fee 35.00
18. M&T Bank, check number 3966 paid on account # 950227153 51.24
19. Snelbaker, Brenneman & Spare, P.C., attorney services 1,850.00
20. Snelbaker, Brenneman & Spare, P.C., costs advanced: 308.55
a. Cumberland Law Journal, advertising Administratrix notice 75.00
b. Patriot-News, advertising Administratrix notice 123.55
c. Register of Wills, probate fees 110.00
21. Reserve for filing fees, accounting fees and other costs
associated with the administration of Decedent's Estate
The foregoing reserve and tax amounts are estimated on the assumption that the
Administrative Correction showing the voluntary increase for the refund paid for the 2003
Individual Income Taxes will be accepted as presented to the Pennsylvania
Department of Revenue. If that assumption proves to be incorrect, the Administratrix C.T.A.
reserves the right to withdraw the accounting or amend it to reflect the then-current circumstances.
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: $ 7,199.46
1,500.00
PERSONALTY - INCOME ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the following
income from the investment of Personalty Principal:
1. Orrstown Bank, interest on estate checking account
2. Metlife, Inc., stock dividend
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
83.60
17.48
101.08
PERSONALTY - INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
NONE
NONE
REAL ESTATE - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges herself with the receipt of Decedent's
Real Estate as follows:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
NONE
NONE
REAL ESTATE - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following
items from Real Estate Principal Account:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
NONE
NONE
Page 2
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SpAre
REAL ESTATE - INCOME ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the
income from the investment of Real Estate Principal Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS:
REAL ESTATE - INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Real Estate Income Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
Page 3
NONE
$ NONE
NONE
$ NONE
LAW O~FICES
SNELBakEr,
BRENNEMaN
& ~;PARE
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL PERSONALTY
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL REAL ESTATE:
TOTAL FOR DISTRIBUTION:
RECAPITULATION
Page 4
$
60,429.76
7,199.46
101.08
NONE
NONE
NONE
NONE
NONE
53,230.30
101.08
NONE
NONE
53,331.38
NONE
53,331.38
LAW OFFICES
SNELBAKER,
BrENNEMaN
& ~;PARE
STATEMENT OF PROPOSED DISTRIBUTION
Judith M. Zimmerman March, Administratrix C.T.A. and Accountant herein, proposes to
distribute the balance of the Estate of Richard B. Zimmerman, Deceased, to wit:
$ 53,331.38 in accordance with the Last Will and Testament of said Decedent
as follows:
1. Judith M. Zimmerman March
1/3 of residue as per Item 3 of Will
2. Richard W. Zimmerman
1/3 of residue as per Item 3 of Will
3. Thomas E. Zimmerman
1/3 of residue as per Item 3 of Will
TOTAL FOR DISTRIBUTION:
Page 5
17,777.13
17,777.13
17,777.12
53,331.38
LAW OFFICES
SNELbAkER.
BrENNEMAN
& ~;pare
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY Of CUMBERLAND
Judith M. Zimmerman March, being duly sworn according to law deposes and says:
that she is the Administratrix of the Estate and under the Last Will and Testament of
Richard B. Zimmerman, Deceased, and the Accountant herein; that there are no
unpaid creditors or claimants of said Estate; that there are no persons
interested in the distribution of said Estate other than as stated in the foregoing
Statement of Proposed Distribution; and that the facts set forth in the foreqoing
First and Final Account and Statement of Proposed Distribution are true and
correct to the best of her knowledge, information and belief.
Judith/--~l. Zimmerman March ~
Administratrix C.T.A. and Accountant
Sworn to and subscribed before me
2004
Page 6
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Richard- B. Zimmerman
Date of Death:
August 26, 2003
Will No.: 21-03-0747 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:
1. State whether administration of the estate is complete:
Yes ~ No {-]
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
Did the personal representative file a final account with the Court?
Yes _ No [~
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? Yesx[~ No [--1
Date:
Co
9/3/Q4
Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed/w~ the Cl~.~-~the Orphans' Court
and may be attached to thi~_. --
~i~gnatur~'-'"
XRR Richard C. Snelbaker
Capacity:
Sallie
Snelbaker, Brenneman & Spare,
44 West Main Street
Mechanicsburg, PA 17055
Address
717-697-8528
Telephone No.
Personal Representative
Counsel for personal representative
PoC.
BUREAU OF INDIVIDUAL TAXES
TNHERITANCE TAX DTVTSTON
DEPT. Z80601
HARRTSBURG, PA 17128-0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
Z~HERZ~ANCE TAX
RECORD ADJUSTHENT
RE¥-1693 EX AFP [01-03,1
RICHARD C SNELBAKER
SNELBAKER ETAL
PO BOX 318
HECHANICSBURG
'04 SEP 15
DATE 08-31-ZOOq
ESTATE OF ZIHNERHAN
DATE OF DEATH 08-Z6-ZO03
FZLE NUHBER 21 03-07q7
:25 COUNTY CUHBERLAND
ACN 101
Amoun~ Remi~ed
RICHARD
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA I7013
NOTE: To insure proper credi~ ~o your account, submi~ ~he upper por{ion of ~his fore wi~h your ~ax payment:.
CUT ALONG THIS LINE ~.- RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-1593 EX AFP (01-03) ~x INHERITANCE TAX RECORD ADJUSTHENT x~
ESTATE OF ZIHNERHAN
RICHARD B FILE NO. 21 03-07~7 ACN 101 DATE 08-31-200~
ADJUSTMENT BASED ON:
ADHINISTRATIVE CORRECTION
VALUE
1
2
5
6
7
OF ESTATE:
Real Es~a~e (Schedule A) (1)
S~ocks and Bonds (Schedule B) (2)
Closely Held S~ock/Par~nership In~eres~ (Schedule C) ($)
Mot*gages/No*es Receivable (Schedule D) (q)
Cash/Bank Deposi*s/Misc. Personal Proper*y (Schedule E) ($)
Jointly Owned Proper~y (Schedule F) (6)
Transfers (Schedule G) (7)
To*al Asse*s
DEDUCTIONS AND EXEHPTZONS:
9. Funeral Expenses~Administrative Costs/
Miscellaneous Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. To~el Deductions
12. Ne~ Value of Tax Re~urn
.O0
2~159.92
.00
.00
57~66Z.ql
.00
.O0
(8) 59,822.33
(9)
(10)
2,833.75
725.57
(11) 3;559.3Z
(12) 56~Z63.01
15.
lq. Ne~ Value of Es~e~e Subjec* ~o Tax
TAX: 15. Amoun~ of Line lq a~ Spouse1 ra~e
16. Amoun~ of Line 1~ ~axable a~ Lineal/Class A ra~e
17. Amoun~ of Line Zq a~ Sibling ra~e
18. Amoun~ of Line 1~ ~axable a~ Collateral/Class B ra~e
19. Princi=al Tax Due
TAX CREDITS
DATE NUMBER
11-17-2003
05-10-200~
08-Z3-200~
08-Z3-ZOOq
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J)
UI~CUUNI (~7
INTEREST/PEN PAID (-)
COOO32q1
CD003657
REFUND
CDOOqZ97
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(15)
(16)
(17)
(18)
9q.7q
.00
.00
.99-
(15) .00
(1~) 56;263.01
.OOX O0 = .00
56;263.01x 0~5= 2z531.8q
.OOx 12 = .00
.OOX 15 = .00
(19) 2~531.8q.
AMOUNT PAID 65
1,800.00
536.22
q.7q-
106.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
2,531.88
.OqCR
.00
.OqCR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
PAYHENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
-- Hake check or money order payable to: REGISTER OF NILLS, AGENT.
REFUND £CR): A refund of a tax credit, which ems not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at
the Office of the Register of Hills, any of the 23 Revenue District Offices or from the Department's 2q-hour
answering service for fores ordering: 1-800-362-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-800-qq7-3020 (TT only).
REPLY
TO:
guestions regarding errors contained on this notice should ba addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, Phone
¢717) 787-6505.
DISCOUNT:
PENALTY:
INTEREST:
If any tax due is paid aithin three (3) calendar months after the decedent's death, a five percent (52) discount
a; the tax paid is allaaad.
The 151 tax amnesty non-participation penalty is computed on the total of tho tax and interest assessed, and not
paid before January 18, 1996, tho first day after tho end of the tax amnesty period.
Interest is charged beginning with first day of delinquency or nine (9) months and one (1) day from the date of
death to the date of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of
six (623 percent per annum calculated at a daily rate of .O0016~. All taxes which became delinquent on and after
January I, 1982 wiIL bear interest at a rate ehich ail! vary from caIendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1981 through ZOOq are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20Z .0005q8 1988-1991 Ill .000301 2001 92 .0002q7
1983 162 .000q38 1992 92 .0002~7 ZOOZ 6Z .00016q
198~ 112 .000301 1993-199~ 72 .000192 2003 52 .000137
1985 132 .000356 1995-1998 9Z .O00Zq7 200~ ~Z .000110
1986 102 .O0027q 1999 72 .000192
1987 92 .O00Zq7 ZOO0 8Z .000219
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shoan on the
Notice, additional interest must be calculated.
:~EV-1470 EX (6-88)
INHEI~ITAN~E TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURGt PA 17128-0601
DECEDENT'S NAME FILE NUMBER
RICHARD B ZlMMERMAN 2103-0747
REVIEWED BY ACN
Dianne McClain 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The Notice of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions
and Assessment of Tax has been adjusted to accept an additional asset reported by the
Estate and apply the August 23, 2004 payment made to the Register of Wills.
ROW Pa.qe 1
BUREAU OF TNDZVZDUAL TAXES
ZNHERTTANCE TAX DTV'rSTON
DEPT. Z80601
HARRZSBURG, PA 171Z8-0601
COHHONNEALTH OF PENNSYLVANZA
BEPARTNENT OF REVENUE
ZNHERZTANCE TAX
STATEHENT OF ACCOUNT
REV-1607 EX &FP (01-03)
RZCHARD C SNELBAKER
SNELBAKER ETAL
PO BOX $18
HECHANZCSBURG
PA 17055
DATE 09-07-ZOOq
ESTATE OF ZTHHERHAN RI'CHARD
DATE OF DEATH 08-,?,.,6,=.2.005
FZLE NUNBER Z1 _ 7q7c~
COUNTY CUMbErLAND
ACN 10
HAKE CHECK PAYABLE AND RE~I~T PAYHENT TO:
REGTSTER OF WZ:LLS
CUNBERLAND CO COURT HOUSE
CARLTSLE, PA 1701:5
NOTE: To insure proper credi~ ~o your account, submi* ~he upper por~cion of *his form frith your ~ax payment.
CUT ALONG THZS L'rNE ~-* RETAZN LONER PORT'rON FOR YOUR RECORDS
REV-1607 EX AFP (01-03) x~ 'rNHERZTANCE TAX STATEHENT OF ACCOUNT
ESTATE OF ZTHHERMAN RTCHARD B FZLE Ne. Z1 0:5-07~7 ACN 101 DATE 09-07-ZOOq
THZS STATEMENT ZS PROVZDED TO ADVZSE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAMED ESTATE. SHOI./N BELOti
ZS A SUMMARY OF THE PRZNCZPAL TAX DUE, APPLZCATZON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLZCABLE,
A PROJECTED ZNTEREST F*rOURE.
DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 08-:50-200~
PRINCZPAL TAX DUE= ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDZTS):
Z,5:51.8~
PAYMENT RECEZPT DZSCOUNT (+) I
DATE NUMBER ZNTEREST/PEN PAZD (-)! AMOUNT PAZD
9q.Tq
11-17-200:5
0:5-10-ZOOq
08-2:5-200q
08-2:5-200q
COOO:sZql
CD00:5657
REFUND
CDOOqZ97
.00
.00
.99-
1,800.00
5:56.22
q.7q-
106.65
ZF PAZD AFTER THZS DATE, SEE REVERSE
SZDE FOR CALCULAT/ON OF ADDITIONAL /NTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT ZS REQUZRED.
ZF TOTAL DUE ~S REFLECTED AS A 'CREDIT' (CR},
TOTAL TAX CREDZT
2,5:51.88
BALANCE OF TAX DUE .OqCR
ZNTEREST AND PEN. .00
TOTAL DUE .OqCR
YOU MAY BE DUE A REFUND. SEE REVERSE S'rDE OF THZS FORM FOR TNSTRUCTTONS.