HomeMy WebLinkAbout04-0060 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Josephine M. Zimmerman No. 21 - 04 - ~>
also known as N/A, Deceased. To:
Social Security No.: 204-03-2678 Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner who is 18 years of age or older and the Executor named in the last will o~'the
above decedent, dated September 9, 1993, and codicil(s) dated NONE.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or
principal residence at Lot 15, 50 Bonny Brook Road, Carlisle, PA 17013 (South Middleton Township).
Decedent, then 86 years of age, died January 11, 2004, at Claremont Nursing & Rehabilitation
Center, Carlisle, PA 17013.
Except as follows, decedent did not marry, was not divorced and did not have a child bom or
adopted after execution of the will offered for probate; was not the victim of a killing and was never
adjudicated incompetent: No Exceptions.
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ 5,000.00
(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: NONE.
WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s)
presented herewith and the grant of letters Testamentary th~j.~.~,~/fi/j. ~/~/~t
Signature(s) and Residence(s) I-~arry D.fi~tiest
of Petitioner(s) 570 "F" tgtreet
Carlisle, PA 17013
(717) 243-8072
oATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
) SS
COUNTY OF CUMBERLAND )
The petitioner above-named swears or affirms that the statements in the foregoing petition arc
tree and correct to the best of the knowledge and belief of petitioner and that as personal representative
of the above decedent petitioner will well and truly administer the estate according to law.
Swom to or affirmed and subscribed before me/~h (~~J~ /~
thi~7_~P_._ day of (~?/j~2zt~ ,2004 ~ //J'~' HARRY D. PRIEST
/
f - - ~ld~da Farner-~Strasbau-gh,/t(eg~ter Signature(s)
Estate of Josephine M. Zimmerman, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW January _-~,~--' 2004, in consideration of the petition on thc
reverse side hereof, satisfactory proof having been presented before mc,
IT IS DECREED that the instrument dated Septernber 9, 1993, described therein
be admitted to probate and filed of record as the last will of Josephine M. Zimmerman
and Letters Testamentary are hereby granted to Harry D. priest.
~asbaugl{
FEES ~
Probate, Letters, Etc. $ ~65'. ~-2~ - Robert R. Black, Esquire(06267)
· ' - 36 South Hanover Street
Slao~ C_e_rtificates ( )'" $ ~,. cpo _
~bt~fi~/~,c~tion ......... $- 6. ~o _ Carlisle, PA 17013
$- /~0 _ (717) 243-3727
Filed: January ~, 2004
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Josephine M. Zimmerman No. 21 - 04 - ~
also known as N/A, Deceased. To:
Social Security No.: 204-05-2675 Register of Wills for thc
County of Cumberland in thc
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner who is 18 years of age or older and the Executor named in the last will of the
above decedent, dated September 9, 1993, and codicil(s) dated NONE.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or
principal residence at Lot 15, 50 Bonny Brook Road, Carlisle, PA 17013 (South Middleton Township).
Decedent, then 86 years of age, died January 11, 2004, at Claremont Nursing & Rehabilitation
Center, Carlisle, PA 17013.
Except as follows, decedent did not marry, was not divorced and did not have a child bom or
adopted af~ execution of the will offered for probate; was not the victim of a killing and was never
adjudicated incompetent: No Exceptions.
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ 5,000.00
(Il'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: NONE.
WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s)
presented herewith and the grant of letters Testamentary t~/~. ~
Signature(s) and Residence(s) ~rry D./l~fitiest
of Petitioner(s) 570 "F" gtreet
Carlisle, PA 17013
(717) 243-8072
oATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
) SS
COUNTY OF CUMBERLAND )
The petitioner above-named swears or affirms that the statements in the foregoing petition are
true and correct to thc best of the knowledge and belief of petitioner and that as personal representative
of the above decedent petitioner will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed before me~ /~~~.. /~
thi~ day of ~,~/_~,_o,~_~ ,2004 ~ //7' HARRY D. PRIEST
/
(~ - ~l~da Farner-CStrasbau-gh,feg~ter Signaturers)
NO. 21- 04-~
Estate of Josephine ]VI. Zimmerman, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW January ~:/a~_._, 2004, in consideration of the petition on the
reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument dated September 9, 1993, described therein
be admitted to probate and filed of record as the last will of Josephine M. Zimmerman
and Letters Testamentary are hereby granted to Harry D. Priest.
Glenda Famer-Strasbaugl~
Probate, Letters, Etc... $~.. ~'~ Robert R. Black, Esquire (06267)
dcOrt Certificates ( )... $ . ~. egc)36 South Hanover Street
lgt~on ........ $ 6. ~<> Carlisle, PA 17013
$ /~ ~D (717)243-3727
TOTAL $ .,~. ~ ~
Filed: January ~ ,2004
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with 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
-~os :.3 aev z,a? COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF HEALTH · VITAL RECORDS
,~ CERTIFICATE OF DEATH
,. 86 ~,,j j [ 13/26/1917 J Carlisle, PA ....
~[~ . ~rl~d/ Middlesex ~. Clar~nt Nursing a Rehab. ~nter
OECE~m'S USUAL ~CUP~'ON ~ KIND ~ BUS]NES~INDUSTRY i ~SDEC ....... ~""I OECEDENT'~EDUCATION '4wi~ed ,,.
,,.. F~isher~ester ,~.Piezo C~stal ~. ,,. ~. 10~o.,~ .... ~, _
~c,u*~ ,~.. s,.,. o~ ,~..~ ~.~,~. South Middleton
50 ~ybr~k Rd., ~t 15 ,~s,~,c~ -
,,.~rlisle, PA 17013 .......... ~ ,~.Cou.~ ~rland .... ,~,~ ~.~,~
,,. Har~ F. Clay ,, Mi~ie M. Mullen
m. Priest IlNFORMANT'SMAILI~AD~ESSImr~C~n.~,e Zi~C~I
~ 570 Street; ~rllsle, PA 17013
~ o~,~s~ ~ 1/15/2004 l"~t' Holly Springs ~te~ ~,.Mt. Holly Springs, PA 17065
FD 012633 L
..................
LAST WILL AND TESTAMENT
OF
JOSEPHINE M. ZIMMERMAN
I, JOSEPHINE M. ZIMMERMAN, of South Middleton Township,
Cumberland County, Pennsylvania, make this Will, revoking all my
former wills and codicils.
ITEM I: I direct that all my just debts, funeral
expenses, and administration expenses, including my grave marker,
shall be paid from the assets of my estate as soon as practicable
after my decease.
ITEM II: I devise and bequeath all of the residue of
my estate, of every nature and wherever situate, to my son, HARRY
D. PRIEST, or his issue per stirpes.
ITEM III: I direct that all taxes which may be assessed
in consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my estate.
ITEM IV: I appoint my son, HARRY D. PRIEST, Executor
of this, my Last Will.
ITEM V: I direct that neither my Executor, Guardian,
Trustee, nor their successors shall be required to give bond for
the faithful performance of their duties in any jurisdiction.
IN WIT~kES$ WHEREOF_ I have hereunto
set
my
hand
this
day of ~~4~ , 1993.
~ JOSEPHINE M. ZI~RMAN
The preceding instrument, consisting of this and
other typewritten pages, each identified by the signature of the
Testatrix, JOSEPHINE M. ZIMMERMAN, was, on the day and date
thereof, signed, published, and declared by JOSEPHINE M.
ZIMMERMAN, the Testatrix therein named, as and for her Last Will,
in the presence of us, who, at her request, in her presence and
in the presence of each other, have subscribed our names as
witnesses thereto.
COMMONWEALTH OF PENNSYLVANIA )
:
COUNTY OF CUMBERLAND )
e, Josephine M. Zimmerman, Robert R. Black, and
~ ~. ~ , the Testatrix and the witnesses,
respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testatrix signed and executed the
instrument as her Last Will, and that she had signed willingly
(or willingly directed another to sign for her), and that she
executed it as her free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the
presence and hearing of the Testatrix, signed the Will as
witness, and that to the best of their knowledge the Testatrix
was at the time eighteen years of age or older, of sound mind and
under no constraint or undue influence.
atrix Josephin~/~.'~imme~afi~v~
Witness Robert R. Black
Witness
Subscribed, sworn to and acknowledged before
me by Josephine M. Zimmerman, Testatrix,
and subscribed and sworn to beforD mR by
R?~ert R. Black a~ ~1~ ~. f~D~ ,
witnesses,1993, this ~ day of ~ ,
Notary Public ,,,
Carlisle. Cumberl~:l ColJfliy I
My Commission Expi
lill
/
LAST W/LL AND TESTAMENT
JOSEPHINE M. ZIMMERMAN
LAW OFFICES
LANDIS BLACK & SCHORPP
36 SOUTH HANOVER STREET
CARLISLE, F'ENNSYLVANIA 17013
CERTIFICATION OF NOTICE UNDER RULE 5.6 (c)
Name of Decedent: Josephine M. Zimmerman
Date of Death: January 11, 2004
Will No.: 21-04-0060
To the Register:
I certify that notice of estate administration 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 ·
January 30, 2004.
Name Address
Harry D. Priest 570 "F" Street, Carlisle, Pennsylvania 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None.
Robert R. Black, Esq.
36 South Hanover Street
Carlisle, Pennsylvania 17013
Telephone (717) 243-3727
Capacity: Personal Representative
X Counsel for Personal Representative
~1l-JlfX{6-001
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0001
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFIG!4L USE or'.:L'(
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FILE NUMBER
21 - --.-oL 006!L. _ _ _
00Mrv COii: YEAR NlMIER
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DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAl)
ZinmaDnan, Josephine M.
DATE OF OEA"!H (MM-DIHEAR) DATE OF 81RTH (MM-llO-YEAR)
01-11-2004 03-26-1917
(IF APPlICABlE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDlE INmAL)
N/A
@ 1. 0rig\l1aI Relum 0 2. Supplemenlal Relum
o 4. UmiIed Estate D 43. Future Interest Compromise (dati DldeIItl.'2-'2-82)
o 6.llecedent Died T_ __"w.J) 0 7.llecedenI MainIained 0 l.Mng Trusl__"T""'l
09. Utigation Proceeds Received 0 10. Spousal Poverty Credit (d;d8D1de181bBlween12-31.91 1nt1-1-95)
THl$seoJtQtt}.~. AU.;.CORJ:U;SpoltO$C.
NAME
SOCIAL SECURITY IlUt.I8ER
204
- 03
2678
"!HIS RETURN MUST BE RLED IN DUPUCATE WITH 1l
REGISTER OF WILLS
SOCIAL SBlURfIY NUMBER
o 3. Remainder Retum{dIleofdllllhpriorb12-tU2l
o 5. Federal ~ Tax Relum Required
8. TO!aI Number of Safe Deposit Boxes
o 11.Elec:tionlolaxunderSec.9113(A)_...~
. ttt08 "'lii~1li;D.'tO:
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Robert R. Black
FIRM~I & Black
TELEPHONE NUMBER
(717) 243-3727
COMPlETE MAIlING ADDRESS
Robert R. Black, Esquire
Landis & Black
36 South Hanover Street
Carlisle, PA 17013
(1)
(2)
(3)
(4)
(5)
0.00
0.00
0.00
0.00
17,190.22
OFFfCfAL USE ONLY
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1. Real Eslale (Schedule A)
2. _ and Bonds (Schedule 8)
3. Closely Held Corporation, Partnership or SoIe-ProprIetof
4. Mortgages &. Noles _ (Schedule D)
5. Cash. Bank \leposi1s &. __ Personal Property
(Schedule E)
6. .klin1ly Owned Pmporty (Schedule F)
o SeparaIe BillIng Req-
7. I_-Vivos Transfefs &. Miscellaneous __ Property
(Schedule G or L)
8. Total Gross Assels (_ Lines 1-7)
9. F""""" Expenses & _ CosIs (Schedule H)
10. DobIS of De<odenI, Mortgage~. & Uens (Schedule 0
11. ToIaI Ded_(IofaILines 9&. 10)
12. Net VIIue of Estate (Line 8 mioos Una 11)
13. Charitable and Gooemmontal8equesls/Sec 9113 Trusts lor _ an _10 lax has not been
made (Schedule J)
14. Net Value Subjecllo Tax (Una 12 minus Una 13)
(14)
0.00
I
I
I
(6)
0.00
1->
I'
I
I
L~.._._
(7J
0.00
(8)
17.190.22
(9)
2,780.85
18,465.76
(10)
(11)
(12)
(13)
21,246.61
( 4,056.39 )
0.00
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SEE INSTRUCTIONS ON REVERSE SlOE FOR APPI.ICAIII.E RATES
15. Amounl of Line 14 _ at the spousal lax
raIe. or _ under Sec. 9116 (0)(1.2)
x.o_ (15)
x.O_ (18)
x .12 (17)
x .15 (18)
(19)
16. Amount of Uno 14_ a11inea1 raIe
17. Amounf of Une 141axabJe at sibflng rate
1&. Amount of Une 14 taxable at coDaterallClte
19. TuOue
CHECK HERE IF YOU ARE REQUESTING A REFUND OF A', OVERPAYMENT
200
0.00
. ~ ji.>:
~
Decedent's Complete Address:
I SlREET ADDRESS
50 BonnvDrook Road
Lot 15
Cl1Y Carlisle
PA
I ZIP
I STATE
170n
Tax Payments and Credits:
1. T2x Due (Page 1 Une 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) -0-
Total Credits (A + B + C ) (2)
3. InterestlPenalty ~ applicable
D. Interest
E. Penally
TotallnterestlPenally ( D + E ) (3)
4. If Line 2 is 9reater than Une 1 + Line 3, en.... the difference. This is the OVERPAYMENT.
Check box on Page 1 line 20 10 request a refund (4)
5. If Line 1 + Line 3 is 9rea.... than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
(5A)
B. Enter the Iotal of Line 5 + 5A. This is the BAlANCE DUE. (58) -0-
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did _nt make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................... 0
b. relain the right to designate wI10 shaD use the property transferred Of its income; ............................................ 0
c. retain a reversionary interest; or.......................................................................................................................... 0
d. receive the promise for r~e of either payments, benetils or care? ...................................................................... 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0
3. Did decedent own an "n trust foI" or payable upon death bank accounl or securily al his or her death? .............. 0
4. Did decedent own an Individual Retirement Account, annuity, or other no"1'f1lbale property which
contains a beneficiary designation? ........................................................................................................................ 0
D. Priest
ADDRESS
57 "F" Street, Carlisle, PA 17013
SIGNATUREOFPitt~~~ Robert R.
I\lJIJRESS
36 South Hanover Street, Carlisle, PA
Black, Esquire
0;;0;(01{
17013
'or dates of death on or alter 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%
np.s. ~9116 (a) (1.1) (I)].
'or dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% (72 P.S. ~116 (a) (1.1) (ii)
[he statute does rot exernDl a transfer to a surviving spouse from tax, and the statulory requirements for disclosure of assets and filing a tax return are sfiIl applicable even
he surviving spouse is the only beneficiary.
'or dates of death on or alter July 1, 2000:
l1e tax rate imposed on the net value of transfers from a deceased chUd lwenly-one years of age or younger at death to or for the use of a natural paren~ an adoptive paren
.a stepparent of the chHd is 0% (72 P.S. ~9116(a)(1.2)].
l1e tax rate imposed on the net value of transfers to or for the use of the decedearS lineal beneficiaries is 4.5%, except as noled in 72 P.S. ~116{1.2) (72 P.S. ~9116(a){1)].
lie tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is 12% (72 P.S. ~116{aX1.3)]. A sibling is defined, under Section 9102, as a
1dividua1 wI10 has alleast one parent in common with the decedent, _ by blood or adoption.
SCHEDULEE
CASH. BANK DEPOSITS & MISC.
PERSONAL PROPERTY
Estate of
File Number
Josephine M. Zimmerman
21-04-0060
locIude the proceeds oflitiptioo and the date the proceeds were m:eived by the estate. (All property joindy-owned _ Right of
Survlvonhip mull be disclosed on Schedule F.)
Item
Number Description
1. M&T Bank, checking account #734217. See attached letter.
2. M&T Bank, savings account #15004204155061. See attached letter.
3. Proceeds from sale of 1981 Sylvan mobile home, VIN #08Ll6489. See Hthlcbed title.
4. Refund, Capital Blue Cross.
5. Refund, mobile home insurance.
6. Proceeds, Attorney-in-Fact account.
Value at Date
of Death
$6,745.72
$122.50
$5,000.00
$195.00
$127.00
$5,000.00
TOTAL (also enter on line 5, Recapitulation)
$17,190.22
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Estate of
File Number
Josephine M. Zimmerman
21-04-0060
ITEM
NUMBER
DESCRIPTION
AMOUNT
A
1.
FUNERAL EXPENSES:
Prepaid
B. ADMINISTRATIVE COSTS:
1. Personal Representative Conunissions $500.00
Harry D. Priest
SSN: 184-26-2593
570 ''F'' Street
Carlisle, PA 17013
Year Commission Paid: 2004
2. Attorney Fees $1,750.00
Landis &. Black. estimated
3. Family Exemption:
4. Probate Fees $230.85
Landis &. Black. advanced
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Reserve for Closing $300.00
TOTAL (Also enter on line 9, RecapituIation)
$2,780.85
SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES & LIENS
Estate of File Number
Josephine M. ZWWKalllll11 21-04-0060
Item
Number Description Amount
1. Claremont Nursing & Rehabilitation, nursing services $16,907.50
2. Carlisle Regional Medical Center, invoice $840.00
3. Central Pennsylvania Medical Group Emergency, invoice $28.40
4. Carlisle Pathology Associates, invoice $30.17
5. Andorra Radiology Associates, PC, invoice $418.58
6. Lancaster HMA Physicians Management Center, invoice $69.83
7. Yellow Breeches EMS, invoice $117.69
8. Carlisle Hospitalists $53.59
TOTAL (Also enter on line 10, Recapitulation) $18,465.76
SCHEDULE J
BENEFICIARIES
_or FIle Number
Josephine M. Zimmerman 21-04-0060
Reh1Uoosblp to ~Il _orShant
Number - - Address orPersoo(s) ~ Property Do Not Ust Tlustee(s) or_
I. TAXABLE DISTRIBUTIONS (Indude ouIrighl spousaI__)
1. Harry D. Priest Son 100%
570 "F" Street
Carlisle. PA 17013
SSN: 184-26-2593
ENTER Oou.ARAIIouNT8 foROIslRtBunoNsSttoNNABcNeON lINEs 15 THRouGH 17.As~TE.ON REV 1500COUERSttEeT
u. NON-TAXABLE DISTRIBUTIONS
A. Spousal __ under SecIIon 9113 for which an eIeclIon to lax Is nal being __
1.
B. ~ and GovemnwIlaIIllslrIIluIIons
1.
TOTAL OF PART U - EnlerTaIaI Non-T_ DisIribuIIonson Une 13 of REV 1500Covw Sheet
$0.00
LAST WILL AND TESTAMENT
OF
JOSEPHINE M. ZIMMERMAN
I, JOSEPHINE M. ZIMMERMAN, of South Middleton Township,
cumberland county, Pennsylvania, make this Will, revoking all my
former wills and codicils.
ITEM I: I direct that all my just debts, funeral
expenses, and administration expenses, including my grave marker,
shall be paid from the assets of my estate as soon as practicable
after my decease.
ITEM II: I devise and bequeath all of the residue of
my estate, of every nature and wherever situate, to my son, HARRY
D. PRIEST, or his issue per stirpes.
ITEM III: I direct that all taxes which may be assessed
in consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my estate.
ITEM IV: I appoint my son, HARRY D. PRIEST, Executor
of this, my Last will.
ITEM V: I direct that neither my Executor, Guardian,
Trustee, nor their successors shall be required to give bond for
the faithful performance of their duties in any jurisdiction.
C(~ IN WI~~~ ~9~ I have hereunto set my hand this
day of f"'fl::.Mr.>t;. , 1993.
914.JtfJ--{ /1;' ~~4_~..-#mAL)
JOS PHlNE M. I RMAN
The preceding instrument, consisting of this and
other typewritten pages, each identified by the signature of the
Testatrix, JOSEPHINE M. ZIMMERMAN, was, on the day and date
thereof, signed, published, and declared by JOSEPHINE M.
ZIMMERMAN, the Testatrix therein named, as and for her Last Will,
in the presence of us, who, at her request, in her presence and
in the presence of each other, have subscribed our names as
witnesses thereto.
~ ;1--(!:JlWu
1./ - --:7 ~
,-;- (--7VCC ,111,. .Ij:::; ,fi't
COMMONWEALTH OF PENNSYLVANIA )
:
COUNTY OF CUMBERLAND
)
We, Jos~phine M. Zimmerman, Robert R. Black, and
f.-INOII fl. KIJ#1Itf ' the Testatrix and the witnesses,
respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testatrix signed and executed the
instrument as her Last Will, and that she had signed willingly
(or willingly directed another to sign for her), and that she
executed it as her free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the
presence and hearing of the Testatrix, signed the Will as
witness, and that to the best of their knowledge the Testatrix
was at the time eighteen years of age or older, of sound mind and
under no constraint or undue influence.
~-L~ >n. ~/~?"'"..-?l-"~.4!:~
estatrix Josephin . Zimmerman
(l~ fL(3R~
Witness Robert R. Black
~ ~v UQ{
Witness
Subscribed, sworn to and acknowledged before
me by Josephine M. Zimmerman, Testatrix,
and subscribed and sworn to bef~
Robert R. Black ~ ,-,,,,OA A. f) IV ,
witnesses, this day of
1993.
NlJl'MIAL SQL
SUSAN It GUYER....,MIIc
CarlIsle. CWIbllIlnd ClIuIlr
My Commission &plies _ 4. 1995
,
. M&fBank
499 Mildtcll Road. Millsboro, DE 19966 Mall Code 501-120
Phone (302) 934-2909
Fax (302) 934-2955
Marth 30, 2004
Landis & Black
Attorneys At Law
36 South Hanover Street
Carlisle. PA 17013
Re: Estote of Joseohine M Zimmerman
Social Securitv: 204-03-2678
Date of Death: Januarv 11.2004
Dear Sir or Madam:
Per your inquily dab:d Man:b 22, 2004, please be advised tbat at the time of death, the above-named decedent bad on
deposit with this bank the fullowing:
1.
Type qf Account
Checking Account
734217
Account Number
Ownership (Names oj)
Jo Zimmerman
Harry D Pries~ POA
Opening Date
09/01/67
Total
$6,745.72
$ 0.00
-lf6.74~72-------------------------
Bakmce on DaleqfDeoJh
AccruedInterest
2.
Type qf Account
Account Number
Savings Account
15004204155061
Ownership (Names oj)
Jo Zimmerman
Harry D Priest, POA
02/10/03
Opening Date
Bolonce on Dale qfDeoJh
$122.50
Total
$ 0.00
--iI22.50---------------------------
Accrued Interest
For further accouat inform.~ dosares and/or reilnlntrsaneat oUuDds please call the Stondaedge Otf'1CC at #717-240-4514.
We were: unable to locate.oy safr: dqKtsit box for the aboft-llle&tioncd decedent.
1NRE: : IN THE COURT OF COMMON PLEAS OF
: : CUMBERLAND COUNTY, PENNSYLVANIA
EST~ aTE OF
JOSEPHINE M. ZIMMERMAN,
Deceased : ORPHANS' COURT DIVISION
: NO. 21-04-060
FIRST AND FINAL ACCOUNT OF HARRY D. PRIEST
EXECUTOR OF THE
ESTATE OF JOSEPHINE M. ZIMMERMAN
LATE OF SOUTH MIDDLETON TOWNSHIP,
CUMBERLAND COUNTY, PENNSYLVANIA
Dat~ of Death: January 11, 2004
L~tt ~'rs Testamentary Granted: January 21, 2004
L~tt .'rs Advertised:
Sentinel - February 7, 14, 21, 2004
Cumberland Law Journal - February 20, 27 & March 5, 2004
AFc, rant Stated as Final
SUMMARY & INDEX
l~lq INCIPAL PAGE
Re :eipts 17,190.22
Co nversions (Gain) or (Loss) 0.00
Le Disbursements -2,730.85
Balance Before Distributions 14,459.37
Ac~vancements to Beneficiaries 0.00
Prlncipal Balance Remaining 14,459.37
Rqceipts 0.00
L4ss Disbursements - 0.00
[n :ome Balance Remaining 0.00
MBINEDBALANCE REMAINING $14,459.37
RECEIPTS OF PRINCIPAL
~/2 M&T Bank, proceeds o£checking account #734217 $6,010.72
11/2 M&T Bank, proceeds of savings account #1500-4204-155061 $122.50
]1/2 Proceeds, sale o£ 1980 Sylvan mobile home, V1N 08L16489 $5,000.00
~2/1 Capital Blue Cross, premium refund $195.00
2/~8 Harry D. Priest, return of Power of Attorney account $5,000.00
3/~3 Mobile-Rec, Inc., refund of mobile home insurance premium $127.00
4/~6 M&T Bank, close checking account #734217 $735.00
Total Receipts of Principal $17,190.22
DISBURSEMENTS OF PRINCIPAL
2~ ~)4
RI SERVED COSTS OF ADMINISTRATION
Pursuant to PEF 3392:
1/19 Register of Wills, Probate and Letters Testamentary $46.00
~8 Cumberland Law ~lournal, advertise Letters Testamentary $75.00
3~ The Sentinel, advertise Letters Testamentary $91.85
3tl 8 Register of Wills, Short Certificate $3.00
6f15 Register of Wills, file Pennsylvania inheritance tax $15.00
/
1~)/1 Register of Wills, file account and closing
1~/1 Harry D. Priest, Executor's fee $500.00
ID/1 Land~s' & Black, attorney's flees $2,000.00
Total Disbursements of Principal $2,730.85
RECEIPTS OF INCOME
~0( 4
N/A 0.00
Total Receipts of Income 0.00
DISBURSEMENTS OF INCOME
2004 N/A
Total Disbursements of lncome 0.00
1NRE: : 1N THE COURT OF COMMON PLEAS OF
i : CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
JOSEPHINE M. ZIMMERMAN,
Deceased : ORPHANS' COURT DIVISION
: NO. 21-04-060
SCHEDULE OF PROPOSED DISTRIBUTION
COMBINED BALANCE FOR DISTRIBUTION REMAINING
ASIPER FIRST AND FINAL ACCOUNT $14,459.37
DISTRIBUTION 1N ACCORDANCE WITH PA
ES~FATES & FIDUCIARIES CODE RULE 3392 -
Cla{ssification-- and Order of Payment (3).
l'(J: Claremont Nursing & Rehabilitation Center $16,907.50 $13,542.37
1000 Claremont Drive
Carlisle, PA 17013
Carlisle Regional Medical Center $840.00 $672.00
246 Parker Street, P.O. Box 4100
Carlisle, PA 17013
Central Penn Medical Group Emergency $28.40 $23.00
P.O. Box 619
East Petersburg, PA 17520
Carlisle Pathology Associates $30.17 $24.00
P.O. Box 188
Landisville, PA 17538
Andorra Radiology Associates, P.C. $7.64 $6.00
P.O. Box 892
Concordville, PA 19331
Lancaster HMA Physicians MGT CTR $69.83 $56.00
1104 Mountor Road
Loysville, PA 17047
Yellow Breeches EMS $117.69 $93.00
P.O. Box 516
Camp Hill, PA 17001
Carlisle Hospitalists $53.59 $43.00
Apex Asset Management, LLC
P.O. Box 7044
Lancaster, PA 17601
TO~rAL BALANCE FOR DISTRIBUTION $14,459.37
[ Harry D. Priest, Executor under the Last Will and Testament of Josephine M.
Zimr ~erman, deceased, hereby declares under penalties of perjury that he has fully and faithfully
disc[ arged the duties of his office; that the foregoing First and Final Account is true and correct
and I Ully discloses all significant transactions occurring during the accounting period; that all
knox ~n claims against the estate have been paid in full; that the first complete advertisement of the
gran of letters was more than four months from the date the account was filed; that, to his
knox ~ledge, there are no claims now outstanding against the Estate; and that all taxes presently
due i'om the estate have been paid. He understands that false statements herein are made subject
to tl~ e penalties of 18 Pa. C.S.A. 4904 relating to unsworn falsification to authorities.
/
Harry D. Priest, Executor
LAST WILL AND TESTAMENT
OF
JOSEPHINE M. ZIM-MEI~N
I, JOSEPHINE M. ZIMMERMAN, of South Middleton Township,
Cu~]~erland County, Pennsylvania, make this Will, revoking all my
for]]er wills and codicils.
ITEM I: I direct that all my just debts, funeral
exp,~nses, and administration expenses, including my grave marker,
sba.1 be paid from the assets of my estate as soon as practicable
aft,~r my decease.
ITEM II: I devise and bequeath all of the residue of
my ~state, of every nature and wherever situate, to my son, HARRY
D. ~RIEST, or his issue per stirpes.
ITEM III: I direct that all taxes which may be assessed
in ~onsequence of my death, of whatever nature and by whatever
ju~ Lsdiction imposed, shall be paid from my residuary estate as a
par of the expense of the administration of my estate.
ITEM IV: I appoint my son, HARRY D. PRIEST, Executor
of his, my Last Will.
ITEM V: I direct that neither my Executor, Guardian,
Tru;tee, nor their successors shall be required to give bond for
the faithful performance of their duties in any jurisdiction.
IN WIT~iES~ WHE~E~OF~ I have hereunto set my hand this
day of ~~C~ , 1993.
' / .~ ~ ~d~-;~'~x~SEAL)
/' OS PHIN M.
Tho precod~nq instrument, cons~st~n~ o~ this and
other t~pewritten pa~os, each ~dentif~ed by the signature of the
TOs~atr~x, ~OSEPHINE ~. gI~E~, was, on the day and dato
the]eof, signed, published, and declared by JOSEPHINE M.
ZIM~iERMAN, the Testatrix therein named, as and for her Last Will,
in he presence of us, who, at her request, in her presence and
in ~he presence of each other, have subscribed our names as
wit ~sses thereto.
CO~ )NWEALTH OF PENNSYLVANIA )
COU];TY OF CUMBERLAND )
We, Josephine M. Zimmerman, Robert R. Black, and
~ ~ ~D~l, the Testatrix and the witnesses,
res])ectively, whose names are signed to the attached or foregoing
ins'~rument, being first duly sworn, do hereby declare to the
und,~rsigned authority that the Testatrix signed and executed the
instrument as her Last Will, and that she had signed willingly
(or willingly directed another to sign for her), and that she
eXe~uted it as her free and voluntary act for the purposes
theiTein expressed, and that each of the witnesses, in the
pre~ence and hearing of the Testatrix, signed the Will as
witi~ess, and that to the best of their knowledge the Testatrix
was at the time eighteen years of age or older, of sound mind and
u~d.~r no constraint or undue influence.
~estatrix Josephin~:~.'Zimmerman ~-
Witness Robert R. Black
Witness
Sub::cribed, sworn to and acknowledged before
me ]~y Josephine M. Zimmerman, Testatrix,
and subscribed and sworn to befor9 me~ by
Rob,~rt R. Black ala.~ ~I[~ ~. ~;~;~( . ,
wit]Leases, this ~ day of ~--~-3~-~ ,
199[i.
SUSAN K. GUYER, Nola~PIJbflC I
Carlisle, Cumberla~ Co~I~y I
~ Commission Expires Sept. 4,1995 ~
[N THE COURT OF CC~VK)N PLEAS OF
.-T~4BERLAND COUSTfY, PENNSYLVANIA
DRPHANS ' GOHRT DMSION
~0. 21 - 04 - 060
IN RE:
ESTATE OF JOSEPHINE M. ZIb~V~qMAN,
Deceased
I hereby <~'flfy that wfft~e, netice of the filing o~
this Aoooum. am~ otthe date. time and piece
when the eame will be i~'eme~ted to the Court
FIRST AAD FINAL ACCOUNT for conflmmtl~ and o~ the I~t day to file writter~
A_kD o~eotkx~ to s~d A(xxxzK he~ been given tc
SCHEDULE OF PROPOSED DISTRIBUTION eve~ u~oaid clalma~ and to every other perso~
known to the accou~ant to have or claim an
interest in the estate as ~editot beneficiary.
heir or next of kin.
StatelieSt of t~ Dlllt~. and of the date.
time and 131m~ wben the came w~l be ~'e~ented to
D.illl~fgxltf.(~. ha~, ~ giv~ll to every ul%gaid claimant
and to every oftter pefa4)n lelo~t to the accourtlant to
A co~gy of sak~ Steteme~ was included ~ the notic~
ROBERT R. BI~CK, ESQUIRE
LAW OFFICES
LANDIS & BI-ACK
56 SOUTH HANOVER STREET
CARLISLE, PENNSYLVANIA 17013
COHHONNEALTH OF PENNSYLVANZA
BUREAU OF ZNDZVZDUAL TAXES DEPARTNENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17118-0601 NOTZCE OF INHERITANCE TAX
APPRAZSENENT, ALLO#ANCE OR DZSALLOHANCE
OF DEDUCTZONS AND ASSESSHENT OF TAX
RE¥-IE~7 EX ~FP
~ec~:~'~?~' i;~E ~-~ DATE 08-02-2006
..... ~,'i:!S ESTATE OF ZIHNERNAN dOSEPHINE N
DATE OF DEATH 01-11-2006
FZLE NUNBER 21 06-0060
JUL 30 1:3bOUNTY CUNBERLAND
ROBERT R BLACK ESQ ACN 101
LANDIS & BLACK
36 S HANOVER ST ~'ik' ,;C'~i"i A.oun* RaaA*~ad
CARLISLE PA 17ol~tmberi~r~d ~.~0~, PA
HAKE CHECK PAYABLE AND REH/T PAYNENT TO:
REGISTER OF ~ILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 1701~
CUT ALONG THIS LZNE ~'- RETAZN LO#ER PORTZON FOR YOUR RECORDS
REV-1567 EX AFP [01-03) NOTICE OF ZNHERZTANCE TAX APPRAZSENENT~ ALLOWANCE OR DISALLO#ANCE OF DEDUCTIONS AND ASSESSNENT OF TAX
ESTATE OF ZIHNERNAN dOSEPHINE NFZLE NO. 21 06-§060 ACN 101 DATE 08-02-2006
TAX RETURN HAS: (X) ACCEPTED AS F/LED ( ) CHANGED
RESERVATZON CONCERNZNG FUTURE INTEREST- SEE REVERSF
APPRAZSED VALUE OF RETURN ~ASED ON: ORIGINAL RETURN
1. Real Es*e~a (Schedule A) (1) .0§ NOTE: To insure proper
2. S~ocks and Bonds (Schedule B) (2) .00 cradA~ {o your accoun*,
$. Closely Held S~ock/Par~na~shAp Zn~aras~ (Schedule C) ($) .00 subeA~ ~ha upper por~Aon
~. Hot'gages/No,es RaceAvabla [Schedule D) (~) .00 of ~h~s fore wi~h your
5. Cash/Bank DaposA~s/NAsc. Personal Propar~y (Schedule E) (5) 171190.Z~ ~ax payment.
6. Jointly O~ned Propar~y (Schedule F) (6)
7. Transfers (Schedule G) (7) .00
8. To,al AssaYs (e) 17,190.22
APPROVED DEDUCTZONS AND EXENPTZONS:
2,780.85
9. Funeral Expanses/Ada. Cos~s/NAsc. Expenses (Schedule H) (9)
10. Dab~s/Hor~gaga LAabAIA*Aas/Llans (Schedule Z) (10)
11. To,al Dadu¢{ions (11) ~1.~6~.~1
12. Na~ Value of Tax Ra~urn (121 6,056.$9-
15. Cha~A~ebla/governaen{el Baques~sj Non-alao~ed 911S Trusts (Schedule J)
1~. Na~ Value of Es~a~a SubSe¢~ ~o Tax (1~1 6,056.59-
NOTE: l{ an assessment ~as issued previously, lines 16~ 15 and/Ge 15~ 17, 18 and 19 u111
~efleot {iguPes that include the total of ALL returns assessed to date.
ASSESSNENT OF TAX:
15. kaoun{ of LAne lq a~ Spousal ra~a (151 .00 X O0 = .00
16. Aeoun~ of LAne 1~ ~axabla a~ Lineal/Class A ra~a (16) .00 X 065 = .00
17. Amoun~ of LAne lq e* Sibling re~a (17) .00 X ~Z = .00
18. Amoun~ of LAne lq *axebla e* Collateral/Class B re*a (18) .00 X 15 = .00
19. PrlncApel Tax Due (19)= .00
TAX CREDZTS:
PAYHENT RECEZP1 DZSCOUNT
DATE NUNBER INTEREST/PEN PA~D (-) AHOUNT PAID
TOTAL TAX CREDZT
I~ALANCE OF TAX DUEI . O0
I
ZNTEREST AND PEN. I .00
TOTAL DUE
1F PAID AFTER DATE 1NDTCATED, SEE REVERSE ( 1F TOTAL DUE TS LESS THAN $1, NO PAYNENT ]:S REQUTRED.
FOR CALCULATTON OF ADDTTIONAL INTEREST. :]:F TOTAL DUE lS REFLECTED AS A 'CREDTT' (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE STDE OF THTS FORN FOR 1NSTRUCT:]:ONS.
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for yearsj the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To ~ulfil! the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. (TZ P.S.
Section 9140).
PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of #ills printed on the reverse side.
--Hake check or money order payable to: REGIBTER OF NILLS, AGENT
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may bm requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-15I$). Applications are available at the Office
of the Register of Nills, any of the Z5 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-56Z-ZOSO; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-5020 (TT only}.
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowancej or disallowance of deductions, or assesSlaent
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written pretest to the PA Department of Revenue, Board of Appeals~ Dept. Z81021, Harrisburg, PA 171Za-lOZ1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department af Revanua~
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171Z6-0601
Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (5) calendar months after the decadant's death, a five percent [SZ) discount of
the tax paid is allowed.
PENALTY: The 15Z tax amnesty non-participation penalty is computed on the tatar 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: 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, lgBz bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 19az will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Dapart3~ent of Revenue. The applicable interest rates for 19BI through ZOO4 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ 20Z .000548 ~'~-1991 llZ .000301' ~ 9Z .000Z47
1983 162 .000438 1992 92 .000247 2001 62 .000164
1984 11X °00030! 1993-1994 7X .O0019Z 2003 51 .000137
1985 131 .000356 1995-1998 9X .000247 Z004 4X .000110
1986 lOZ .000274 1999 7X .000192
1987 iOZ .000274 Z00O 72 .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELTN{~UENT X DAILY 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 shown on the
Notice, additional interest must be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Estate of Josephine M. Zimmerman
Date of Death: January 11, 2004
Will No. 21-04-060
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
I. State whether administration of the estate is complete:
Yes XX 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. I is Yes, state the following:
a. Did the personal representative file a fmal account with the Court?
Yes XX 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? Yes No XX
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date:
/IZ"1/QS
IlJej /1!J~
Robert R. Black, Esquire
Landis & Black
36 South Hanover Street
Carlisle, Pennsylvania 17013
(717) 243-3727
(.,:
( "
Capacity:
_ Personal Representative
X Counsel for Personal Representative
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