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1505610143 REV-1500 Ex(01-,0> PA Department of Revenue OFFICIAL USE ONLY Pennsylvania County Code Year File Number Bureau of Individual Taxes oErARTMENr OF NEyENUE PO 60X.280601 INHERITANCE TAX RETURN 21 11 0931 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 172 O1 5812 08 24 2011 12 04 1917 Decedent's Last Name Suffix Decedent's First Name MI Z IMI!~RMAN GERALD R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Retum ^ 2. Supplemental Return ^ 3, Remainder Retum (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa Future Interest Compromise 8. Federal Estate Tax Return R wired (date of death after 12-12-82) ^ eq 8. Decedent Died Testate (Attach Copy of Will) ^ ~ Decedent Maintained a Living Trust 0 (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes ^ 9. Litigation Proceeds Received ^ 1 p. Spousal Povert Creditl(date of death 11. Election to tax under Sec. 9113 A between 121 ~J1 and -1-95) ^ ( ) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE ~NlECTED TO Name Daytime Telepho~Number ~ : -~ JENNIFER B HIPP ~ ;-~ r-:t -c c ~ «~ r,~ : ~-cn REGISTER OF rn ~~ ~' ~E ONLY [''~ r x::~ + a _ . First line of address ~"~ ~ ~ ;~. t"~? ~ ' } -=~'-, '''''tt'~t 1 WEST MAIN STREET ~ z i ~ ~ t r ~'~ d Second line of address c.~a --~ ~' City or Post Office DATE FILED State ZIP Code SHIREMANSTOWN PA 17011 Correspondent's a-mail address: Jhipp@bogarlaw.COm Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, rand to the best of my knowledge and belief, it is true, correct and complete. DeGaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIGNgT~IRE O RSON RESPONSIAI F r=nR Fu iur_ Dori ions ~ ~. ADDR _ 655 annon Road Boil~n~ Springs PA SIGNA URE OF PREP RER OTHER THAN REPRESENTATIVE r ADDRESS 1 We Main Street, Camp Hill, PA 17011 L 1505610143 Jere D. Zim 1/17 Izo l Z Jennifer B. Hipp DATE _Iz-IZ Side 1 1505610143 J 1505610243 REV-1500 EX Decedents r,eme: Zimmerman, Gerald R. RECAPITULATION 1. Real Estate (Schedule A) ...................................................................................... . 1. 2. Stocks and Bonds (Schedule B) ............................................................................ . 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)........ . 3. 4. Mortgages & Notes Receivable (Schedule D) ....................................................... . 4. 5• Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) ............... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous I~ nq Probate Property (Schedule G) u Separate Billing Requested............ 7• 8. Total Gross Assets (total Lines 1-7) ..................................................................... g• 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 11. Total Deductions (total Lines 9 8~ 10) .................. ................................................. 11. 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which . an election to tax has Wort been made (Schedule J) ............................................... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 3 90 , 437.43 16. 17. Amount of Line 14 taxable at sibling rate X .12 0.00 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 18. 19. Tax Due .................................................................................................................. 19. 20. FILL IN THE OVAL fF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Decedent's Social Security Number :172 O1 5812 105,026.77 151,191.78 144,209.29 15,757.30 416,185.14 25,643.68 104.03 25,747.71 390,437.43 390,437.43 0.00 17,569.68 0.00 0.00 17,569.68 Side 2 L, 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-11-0931 DECEDENT'S NAME Zimmerman, Gerald R. STREET ADDRESS 5225 Wilson Lane, Rm. 29 CITY Mechanicsburg STATE: ZIP PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 16,694.85 B. Discount 878.48 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 17,569.68 Total Credits (A + B) (2) 17,573.33 (3) (4) 3.65 (5) Check Payable 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 :.................................. x c. retain a reversionary interest; or ............................................................................................................... x d. receive the promise for life of either payments, benefits or care? ...................... . ..... .. . ............................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without ^ ^ receiving adequate consideration? .................................................................................................................... x 3. Did decedent own an "in trust forr 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 designation? ........................................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For 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 percent [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 imposed on the net value of transfers from a deceased child 21 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 percent [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.;i percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. . The tax rate imposed on the net valve of transfers to or for the use of the decedent's siblings is 12 percent [7:? 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. Rev1503 EX+j6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule 1=. ~~~ ~~~~~= waw ~~ iiveuau, aaDluonal pages oT me same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) DUK Historical Price's ~ Duke Energy Corporation (Holdin Stock -Yahoo! Finance Page 1 of 1 New User? Register Sign In Hetp Upgrade to Safer IE9 Mail '~ My Y! Yahoo! ~~~_ _ __- _ o - -- I Search ~ ! ____.__._ _ Search Web I - - _ ..._... _._.__.... _._~__... -J Dow ? 1.97% Nasdaq 'F 2.86% r HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES ( ~ GET QUOTES Finance Search Mon, Aug 29, 2011, 3:08pm EDT - US Markets close in 51 mins Duke Energy Corporation (DUK) At 2:53PM EDT: ~ 8.79 10.23 (1.24%) DUK E>iETRADE Historical Prices GetNlatoncalPdeesfor:' ~R Set Date Range ~,.^ ~ Daily Start Date: Aug 24 2011 i Eg. Jan 1, 2010 _. Weekly End Date: Aug ~ 24 ~I 2011 i Monthly _. ~__ .. Dividends Only G'et F~ices First ~ Previous ~ Next ~ last Pnces _... Date Open High Low Close Volume Adj Close` Aug 24,2011 18.45 18.90 18.43 18.87 13,583,800 18.87 `Close pdce adjusted for dividends and splits. First ~ Previous ~ Next i Last slDownload to Spreadsheet Currency in USD. Copyrght ®2011 Yahoo! Inc. All rights roserved. Privacy Policy -About Our Ads -Terms of Service • CopyrghUlP Policy -Send Feodback • Yah00! NeW$ Network Quotes delayed, except where indicated otherwise. Delay times are 15 mins for NASDAQ, NYSE and Amex. See also delay times for other exchanges. Quotes and otlrer information supplied by independent providers identified on the Yahoo! Finance partner page.Quotes are updated automatically, but will be turned off after 25 minutes of inactivfry, Quotes are delayed at least 15 minutes. All infortnafion provided as is' for informational purposes only, not intended for Vading purposes or advice. Neither Yahoo! nor any of independent providers is liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein. By accessing the Yahoo! site, you agree not to redistribute the infortna6on found therein. Fundamental comparry data provided by Capital IQ. Hisbrical chart data and daily updates provided by Commodity Systems, Inc. (CSIJ. International historlurl than data, dairy updates, firnd summary, fund performance, dividend data and Morningstar Index data povded by Morningstar, Inc. http://finance.yahoo.com/q/hp?s=DUK&a=07&b=24&c=2011 &d=07&e=24&:F-2011 &g=d 8/29/2011 MET Historical Prices ~ MetLife, Inc. Common Stock Stock- Yahoo! Finance Page 1 of 1 New User? Register ' Sign In Help Upgrade to Safer IE9 Mad -. My Yf Yahoo! T search Search Web J Dow f 2.0596 Nasdaq ~ 2.93% rte' H~OME~ INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES 1 ~ GET QUOTES Finance Search Mon, Aug 29, 2011, 3:07pm EDT - US Markets close in 52 mins MetLife, Inc. (MET) E*TRADE MET -- t''°`'~ _ _' x3.95 =n~;;F z ~. Historical Prices Get Historical Prices for: ! GO. Set Date Range Daily Start Date: Aug ;24 :2011 i Eg. Jan t, 2010 ~~,, Weekly End Date: Aug 124 ' 2011 Monthly ~':) Dividends Only et Prices Prices First ~ Previous ~ Next ~ Last Date Open High Low Close Volume Adj Close' Aug 24, 2011 31.58 32.66 31.27 32.60 10,878,600 32.60 Close price adjusted for dividends and splits. First ~ Previous ~ Next ~ Last i'~IDownload to Spreadsheet Currency in USD. At 2:51 PM EDT: 33.3rJ 1 1.89 (6.01 % } Copyrght ~ 20'1'1 Yahoo! Inc. All right reserved.. Privacy policy- Ahout Our Ads -Terms of Service - CopyrighUlP Policy -Send Feedback - Yah00! NeWS NetWOrl( Quotes delayed, except where indicated otherwise. Delay times are 15 mins inr NASDAQ, NYSE and Amex. See also delay times for other exchanges. Quo•[es end other information supplied by independent providers identified on the Yahoo! Finance partner page.Quotes ale updated aummadcally, but will be fumed off after 25 minutes of inactivity. Quotes are delayed at least 15 minutes. All information provided as is" for informational purposes only, not intended for Vading purposes or advice. Neither Yahoos nor any of independent providers is liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein. By accessing the Yahoo! site, you agree not to redistribute the infonnatlon found therein. Fundamental oomparry data pmvided by Capital 10. Historical chart data antl daily updates provided by Commodity Systems, Inc. (CSI). Intematbnal histoneed chart data, daily updates, fund summary, fund performance, dividentl tlata and Morningstar Index data provided by Morningstar, Inc. http://finance.yahoo.comfq/hp?s=MET&a=07&b=24&c=2011 &d=07&e=24&i=2011 &g=d 8/29/2011 Rev-1507 EX+ (6-98) COMMON WEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF Gerald R. FILE NUMBER 21-11-0931 All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1 Susquehanna Conference (UMC) Loan Certificates -Date of death balance $150,000.00 + $1,191.78 accrued interest VALUE AT DATE OF DEATH 151,191.78 TOTAL (Also enter on Line 4, Recapitulation) I 151,191.78 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule D (Rev. 6-98) I~ Iy`~ f. 900 S. Arlington Ave., Room #119, Harrisburg, PA 17109 No. __~~~_ Date JUNE 17, 1999 On demand we promise to pay to the order of _ GERALD R OR RUTH E ZIMM RMAN * 0 000.0 *-~*''~7'EN THOUSAND AND______________ - ---------------NO/100-------------------- Dollars Without defalcation or stay of execution, for value received, with interest at6. 50-qo per annum, waiving inquisi- tion and exemption laws, and confess judgment for above sum without offset, with interest and costs of suit, and with five percent for collection fees. There is a 1% penalty on all monies not left in the fund for a period of one year. THE CENTRAL PENNSYLVANIA CONFERENCE COMMI'Cl'F. ~1 LOA S ll__ UNITED MET DIST CHURCH Attest: /tv, ~~ TREASURER CHAIRPERSON OF THE COMM EE ON LOANS 01994 Goss 4420 No. 14337 of GERALD R. OR RUTH E. 7.IMMERMAN $*40,000. ***'tiFORTY THOUSAND AND-------__ -----------------------NO/1C-0-------------- - Dollars Without defalcation or stay of execution, for value received, with interest at 6.50 ~~~ per annum, waiving inquisi- tion and exemption laws, and confess judgment for above sum without offset, with interest and costs of suit, and with five percent for collection fees. There is a lqo penalty on all monies not left in the fund for a period of one year. THE CENTRAL PENNSYLVANIA CONFERENCE COMMITTEE O LOANS T E UNITED METHODIST CHURCH Attest: TREA9URER CHAIRPERSON OF THE COMMITTEE ON LOANS of 994 Goal a42o AA Rlphta Reprved ~~~~ -; ~. ' ~ 303 Mulberry Drive, P.O. Box 2053, Mechanicsburg, PA 17055-2053 No. 19967 Date AP1isIT, ~' 14. 2008 ~'~7. of GERALD R, ZIMA'1ERMAN On demand we promise to a to the order ~~o~, 000.00 ~'~`• ~~'ONE HUNDRED THOUSAND AND--- _ .. ------------------NO/100------- / ~~ ---- Dollars ~~ Without defalcation or stay of execution, for value received, with interest at 5 . SO ° ~' ' /o, per annum, waiving inquisition ,W,; and exemption laws, and confess judgment for above sum without offset, with interest and costs of suit, and with five {` percent for collection fees. There is a 1 % penalty on all monies not left in the fund for a period of one year. THE CENTRAL PENNSYLVANIA CONFERENCE COMMITTEE ON LOANS ~'~=?q *~ ~ THE UNITED METHODIST C RCH _ /f 1~1 l Attest• ~ ~,~ "~ `'"d TREASURER a ~ -KT.~ yt- ;;~~} IRPERSON OF' E OMMITTEE ON LOANS .~, , /"~'- F _ Ai994 Goes 4420 ",~ ~ ~ ~~' ~-- ~-' y.+~. ,; ~. £ ~. All Rights Reserved A4 Rights Reserved 900 S. Arlington Ave., Room #119, Harrisburg, PA 17109 :Date DECEMBER 16, 1999 On demand we promise to pay to the order SUSQUEHANNA CC.~NFERENCE A PENNSYLVANIA CONFERENCE OF THE UNITED METHODIST CHURCH 303 MULBERRY pR1VE • P.O. BOX 2053 * ME~htANICSBURG, Pli 17055-2053 • TELEPHONE {717) 756-5275 November 21, 2011 Attorney Jennifer B. Hipp 1 West Main Street Shiremanstown, PA 17011 RE: Estate of Gerald R. Zimmerman Dear Attorney Hipp: In response to your request, the principal balance on the Estate of Gerald R. Zirr~merman account at the time of his death on August 24, 2011, was $150,000. The funds were withdrawn effective September 13, 2011 at the request o~Jere D. Zimmerman and mailed to: Estate of Gerald R. Zimmerman, c% Jere D. Zimmerman, 655 Shamnon Road, Boiling Springs, PA 17007. The interest earned from May 1, 2011 to August 24, 2011 totaled $1,191.78 Interest earned from August 25, 2011 to September 12, 2011 totaled $195.21. The interest payments were combined in one check (check number 46862 in the amount of $1,386.99 and mailed as shown in the p~~ragraph above. If you should have further questions, please contact me at 717-766-5275, extension 3504. Sin rely, ue Ellen Adams Administrative Accounting Assistant COUNCIL ON FINANCE AND ADMINISTRATION Rev-1508 FJ(+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, ~ MISC. PERSONAL PROPERTY ESTATE OF Zimmerman, Gerald R. ~a_ 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. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Members 1st Fedt#ral Credit Union -Savings Account No. 320925-00. Principal balance at 6 91 date of death $5.Ob; accrued interest $1.91 . 2 Members 1st Federal Credit Union - Certi'f'icate of Deposit No. 320935-62. Principal balance 5 361 43 at date of death $51,335.90; accrued interest $5.53 , . 3 Members 1st Federal Credit Union -Certificate of Deposit No. 320935-63. Principal balance 6 458 51 at date of death $G',451.84; accrued interest $6.67 , . 4 Members 1st Federal Credit Union -Certificate of Deposit No. 320935-65. Principal balance 5 461 14 at date of death $56456.02; accrued interest $5.12 , . 5 Members 1st Federal Credit Union -Certificate of Deposit No. 320935-68. Principal balance 11 110 13 at date of death $1 h,099.71; accrued interest $10.42 , . 6 Members 1st Federal Credit Union -Certificate of Deposit No. 320935-fi7. Principal balance 7 873 03 at date of death $7885.15; accrued interest $7.88 , . 7 Members 1st Federal Credit Union -Certificate of Deposit No. 320935-88. Principal balance 27 040 74 at date of death $27,022.01; accrued interest $18.73 , . 8 PNC Bank -Certificate of Deposit No. 31300346953. Date of death balance $5,096.19; 5 097 94 accrued interest $1.75 , . 9 PNC Bank -Checking Account No. 5070072774. Date of death balance $483.35; accrued 483 35 interest $0.00 . 10 PNC Investments -Account No. 001703109. Date of death balance $62,017.48. 62,017.48 11 Transamerica Life Insurance Company - Long term care policy (July) 2,540.00 12 Transamerica Life Insurance Company -Long term care policy (August) 1,840.00 Total of Continuation Schedule See attached page TOTAL (Also enter on Line 5, Recapitulation) 144,209.29 FILE NUMBER 21-11-0931 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only Tihe Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1508 EX+(5-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY continued ESTATE OF Zimmermai Gerald R. FILE NUMBER 21-11 _A931 ITEM NUMBER DESCRIPTION 13 1992 Mercury - VIIN #2MECM75W1 NX735472. Sold at private sale. 14 Personal Property! -sold at private sale 15 Bethany Village -Reimbursement 16 Erie Insurance - Renter's insurance refund 17 Progressive Insurance -Automobile insurance refund VALUE AT DATE OF DEATH 1,700.00 200.00 6,802.63 60.00 156.00 TOTAL (Also enter on Line 5, Recapitulation) I 144,209.29 Copyright (c) 2002 form software only Tlhe Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) NOI.~-~4-2811 14:9 From:M15T LEND~INS SUPRT 7177955178 N MEMBERS 1st HliUE1tAL Glllil)r'1' UNLVN SAVINGS ACCOUNT~ Account NumbeNSuffix Date Account Established 320935-00 Principal Balance at Date of !Death 01/05/2006 $5 00 Accrued Interest to Date of Death , 57 91 Total Principal and Accrued Interest . $5 91 Name or Join( Owner , None CERTIFICATES OF DEPOSIT- Account Number/Suffix Date Aaount kstabuShed 320935-62 320935.63 Principal Balance at Date of Death 08/30/2010" 05/20/2010^" Acorued Interest to Oate of Dt'ath $5.355.90 $6,451.Ba Total Principal and Accrued Interest Name of Joint Owner $5'53 $5,361.43 56.67 $6,a58.51 Nona None 'Opened by transfer of funds from " 320935-00 . Opened by transfer of funds from 320935-00 """ Opened by transfer of funds ko . m 320935-00. CERTIFICATES t)F DEPOSrT• Axount Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Nnncipal and Accrued Interest Name oFJvint Owner 320935-8$ 320935.67 11/04/201 q• 03/04/2011'" $11,099.71 $7,865.15 $10,a2 $7.88 $11,110.13 $7,873,03 None None "Openetl by transfer of funds from 320935-00. "Opened by transfer of funds from 320935-00, ^^"opened by tren5f@r Of fUntls frOn'1 320935-Oq To:717 737 2086 P.1~1 320935-85 11/01/2010" $5,456.02 $5,1Z $5,4fi1.14 None 320936.68 05/04lZ011 "" $27,022.01 $18.73 $27,040.74 None EM@ERS 1srFEDERAL CREDIT UNION ~n ~.~~~ Danielle A. Kline Lending Insurance Support Specialist September 7, 2011 Estate of GERALD R, ZJMMERMAN Oate of Death: 08!24/2011 5ociat Security Number: 17Z-01«5012 51:1(}0 I,nu.ise .llzive - 1'U. ~3ox 4fJ Mech~inicshue~, Pennsylvania 1'7(155 (~UU) 2$3-2326 wwwtncmberslst,r,r r S I la L~J~IG T'1-11=' ~'~Y September 14, 201 T Jennifer B Hipp Esq, One West Main St Shiternanstown, PA 1'7011 .RE: Gerald R Zimmerman 5S1~T: 172-Q 1-5512 DOD; 08-24-20 J,1 Dear 1VIs. Hipp: In response to your regpest for Date of Death (DOD) balances for the customer noted above, our records s}aow the fvllo~wing: . Certificate of Deposit Account # 31300346953 E GERALD R ZIMII~RMAN DOD balffnce: $ 5,096.19 + 1.75 accrued interest ZntereSt paid O1-O1-2011! thru 08-24-2011 ~ 37.92 YTD Checking Account Account # 5070072774 GERALD R ZIMTviERN1AN DOD balance: $ 483.35 + .0.00 accrued interest Interest paid 01-01-2011'thru 08-24-2011$ 5.78 YTD IRA. Account Account.# 65001006633 GERALD R ZIMMERMAN DOD balance: $ 5,514.913 + 0.43 accrued interest .[nterestpaid 01-01-2011 thru 08-24-ZO11 $ 35.52 YTD Account # 65001006632 GERALD R ZIlVIMERMAN DOD balance: $ &,47fi_70 + 0.23 accrued irterest Interest paid 01-01-2011 t~~tu OS-24-2011$ 54.59 YTD Account # 65001006634 GERALD R ZIMMERMAI`1 DOD balance; $ .1,004,67 + O,pg accrued interest Interest psid 01-01-ZOl 1 tl~ru OS-24-2011 $ G.47 YTD sta>:~hshed; 02-11-2010 Established; q7-16-1992 Established: 0¢21-1994 Established: 09-28-2005 Establi~>hed: 09-28-2005 Page 1 of 2 Account ~ 6001006636 Established: 09-28-2005 GERALD R .ZIMT~RMAN ~ DOD balance; $ 759,9.3 + 0,33 accrued interest ~ Interest. paid 01-01-2011 thru 08-24-201.1 $ 6.12 YTD For beneficiary information, please call 1-888-762-4727. Investment Account The decedent maintained Investment Account # 1703 I09 . For further information, you may call the Brokerage Department at I-800-762-6111. Please note that this vflibe provides date of deatbt balances ~vr deposit accounts (II:ZAs, CDs, Checking and Savings), We do not ptbcess any fina.neial transactions yr provide statemeats. If;you need assistance wit}a any of t}~ese items, pieas~ call I-SSS-PNC-BANK (I-SS8-762-2265) or stop by your Inca! PNC Bank branch office, Sincerely, National Financial Services Center PNC Bank, N,A. Member FpIC This message is intended for the use of the individual or entity to which it is addressed and may contain information that is privilegecir cDnfidential and exempt from disclosure zsnder applicable law. If the reader of this message is not the intended recipient ar the employee or agett responsible for delivering this message to the intended recipient,. you are hereby natl, fled that crrry dissemination, distribution a• copying bf this communications is strictly prohibited. If you have received this communication in errors please. notify TX~e immediately by reply or by telephone at 800-762-1775 and immediately destroy thi,~ feed dncument. Pabe 2 of Z PNC INVESTMENTS Member FINRA and SIPC November 9, 2011 James D. Bogar Attn: Jennifer B. Hipp One West Main Street Shiremanstown, PA 170'11 RE: 001703109/Gerald) R Zimmerman (Individual) Dear Jennifer: The value of the above-rieferenced account on August 24, 2011 is as follows: 242.360 Feder ' ted Prime Cash Obli ations Fund IC PCCXX $ 1.00 $ 242 36 800.000 Const Ilation Energy Group CEG $ 38.04 . $ 30 432 00 300.000 Glatef Iter GLT $ 13.74 , . $ 4 122 00 69.000 KeyCo p Capital VIII Pfd 7.0% KEYPRDCL $ 25.36 , . $ 1 749 84 1,343.000 KeyCo p KEY $ 6.46 , . $ 8 675 78 700.000 PEPC Holdings POM $ 19.32 , . $ 13 524 00 50.000 Spectr Ener y Corp. SE $ 25.53 , . $ 1 276 50 500 Hershal Hospitality Trust HT 3.99 , . 1995 $ 62,017.48 Grand Total (Market Value + Accrued Interest) $ 62,017.48 If you have any questions; please contact our Estate Resolution Desk at 800-622-7086. Sincerely, PNC Investments, LLC. Estate Resolution Desk RB The summaries, prices, quotes and/or statistics contained herein have been obtained from sources believed to be reliable b tare not necessarily complete and cannot be guaranteed. They are provided for informational purposes only. Past performance does not guarantee future results. PNC Investments LLC Member of THe PNC Financial Services Group 1900 East Ninth Street 67-YB13-16-1 Cleveland Ohio 44114-3404 vvvdw.pnccom' Important Investments Information: Brokerage and insurance products are: Not FDIC Insu d • Not Bank Guaranteed • May Lose Yalue Securities and brgkerage services are provided by PNC Investments LLC, member FINRA and SIPC. Annuities and oth$r insurance products are offered by PNC Insurance Services, LLC a licensed insurance agency. I DEPARTMEfVT 4F TRANSFsORTATtgf~~ ~ER`~"tF'[CAT~ a~ ~~T~E E'C~E~ ~ ~I ~~ ' 3 t 4 50 -- - -_ _,._ _w._._. __ _ ..-.. ~__ _... EHi~LE 92211C1Ob80D'472'C-0D1 ,:2MECM75W1NX735472 92 MERCURY { 45355059302 ZI ~ ~ .VEHICLE IDENTIFICATION NUMBER 1 YEAR MAKE OF VEHICLE I TITLE NUMBER ~~~ Q` ~ ~ I BODY T'IPE OUP 3E AT CAP 1 UNLADEN WEIGHT I GVWR ~ GCWI~" 1 .:.. TITLE BRAND5 ~ 8/©6192 I 81Q6192 ~ ! 8/p6/92 . QOCIL}44 p %,; - GATE PA Yh'LED DATE OF ISSUE: ' PRJOR 71TLE STATE ~ ! ODOM PROOD DATE r ODCM. MILES dDOM. STATUS j,, r_Ci~ ~ 3 ODOMETER STATUS ""'r ,~ h'~-~ ~ e- AGtUAL MIF,EAGE r ~ /~ - ~ 7 - MIIEAO& E%CEED$ THE MECHANIOAL ~~ ,ffi ,'~. A~d•x'f~LM~~ittb~+'•S>':~A'rd.^^di:"t. r:.^Y'.5'r`1'(C4''tfS502~V91.Q~+h:~vK'w.:.iT<i -ad4.~ Y1 r.r.'Yiriz ~fi~l,~ ~..;ie rx,rrs yTtTNF ASFf , L MILE9i3Js ~ ~ ~ . T TF~I~AC M-EAOE~UfJOMETER TAMPERING VER _ s 1~C T A L MILEAGE , ~ .- EXEMR! FpOM 0 TER [HSCLOBttRE ~a ~Ef ISTERED OWNERIS) TITLE BRA 5 G E R I~ L D R ZIMMERMAN A- ANTgl1E YENIOLE c - cLASS~c vENICLE -,;W 3' 2 5 ;WESLEY D R ' . : R -OUT OF COUNTRY -a, p ° ORIdNALLY MFGD FOR NON U~, ' A Y , A-P I..'~ 3 2 11 . 013TRfBIJTION:.:;- ~ -~' N - AGRICULTURAL VERICLE r'~ MEC~iANICSBURG AA 17055 ~ L°LODOINaYEFpClE j' ' P - FORMERLY A POUCE Y~HICt.E .. ' - .~~ R ° RECONSTRUCTED . 3°9TREET ROp ::- T ° RECOVERED THEFT F,EHIf,1.E l ;. ' - V ~ VEHICLE CON7IUNS REISSUED VIN FIR8T UE~ FAVOR OF: - X - FORMERLY A TA%b'~_. SECOND UEN FAVOR OF. ~i ~ ? S ,~ < ~ ~ .r ~~~777 c u, ~1 U RELEASED If 9'seCOnQ Ibnbolder is IlstHd Ilehtwlder must forward Ihls title 9 na r te a upon •latlsfeotion of the first Ilen, the to tMa Bureau of Motor Veh~lee wlth~ DATE ~ pp pr form e nd fee h ~.~' ~ ~- ~ AUTFpRIZE REPgESffNTA SECOND UEN RELEASED a -Nth.. Uj MAlI1ND ADDRESS ,~>s ~$: 054381 GERgLD R ZIMMERMAN., 325 'WESLEY DR APT !,3211 MECNANICSBURG PA 17055 as or t+ie. date of ~au~ the oH~lal,'r»eorda ~of ttre PermsyWani9 E~erihi6nf.. wrfV~~ ffeot.llYf~l lh8persontSCnf.COmpgrn nanlet~t`"en+ n Lv the U~'IUl6;Yper N 0 /~ VAJ "!""~ y o5*cna¢ w,e~; r ~„`. ,. '' ~ ' rrArea a1o4kK fJb%bb01~kF ~ °ltNy K91f b9 leaned ae 'Taltentgln 6oinrrgM . , , ~~;.; ~ :µr,J%. ,-'diN-,' - ~ ~.,lk.f~;.Iant , a3f3ntafo?Kh4lohdeat~6ktina w ' , p ner.ttthooee foftrrihilvH ,. R ^ renePt~ rS ~aKrfan (b'If "cJeeth or orre oJmer t " s " goes to his a Mel n eresrat decea ed owner . help ar estate( SgNATURE OF PERSON ADM TERING OATH UEt1 RATE: .. E NO UEN CHECK BOX ^. RST EN LD -` L NAME. , + 1~':n,,Ql : i?t.,,?_`t1C:~ QI^ ,'1 A1~1:Afi'l STREET, CITY . STATE ZIP ... ~~h ~ vehicle doec~ibed above~b e t t t h se le i le UEN DATE' IF NO UEN CHECK BOX t c o o nt Arances nd other legal c ms ~ SECOND LIENHO~DER NAME SK, NATURE OF APPI]CAM OR AUTHORIZED SIGNER STREET. CfTV SIGNATUR OF C.o-APP4;OANTlTITLE OF AUTHORIZED SIGNER STATE Z1P. Rev-1510 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & .MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Zimmerman Gerald R. 21-11-0931 This schedule must be completed',and filed 'If the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DES RIPTION OF PROPERTY THE DATE OF TRANSFERSF RACK A COPY OF TIHE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET °~ OF DE:CD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 PNC Bank -IRA Account (Certificate) No. l 5,515.36 5,515.36 65001006633. Date of death balance $5,514.93; accrued interest $0.43. This account is contained within PNC IRA Account No. 6001002527. The decedent's two (2) ions are the named beneficiaries of this account. 2 PNC Bank -IRA Account (Certificate) No. 8,476.93 8,476.93 65001006632. Datel of death balance $8,476.70; accrued interest $023. This account is part of PNC IRA Account No. 60,'01003202. The decedent's two (2) sons are the named beneficiaries of this account. 3 PNC Bank -IRA Account (Certificate) No. 1,004.75 1,004.75 65001006634. Datelof death balance $1,004.67; accrued interest $0 08. This account is part of PNC IRA Account No. 60 1003202. The decedent's two (2) sons are the name .beneficiaries of this account. 4 PNC Bank -IRA Account (Certificate) No. 760.26 760.26 65001006636. Datelof death balance $759.93; accrued interest $0..33. Thi~ account is part of PNC IRA Account No. 60010 3202. The decedent's two (2) son are the named beneficiaries of this account. TOTAL {Also enter lon Line 7, Recapitulation) 15,757.30 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) .~` ~~ L~1J#dGY13E b~+',AY September 14, 2011 Jennifer l3 Zlipp Esq. One West Main 5t Shiremanstown, PA 1'~Ol 1 RE: Gerald R Zirnm~erman SSN: 172-01-5~ 12 DOD: 08-24-201. I Dear IVIs. Hipp: In response to your req~.est for Date of Death (DOD) balances far the customer noted above, vur zecozds sk~ow the foIlow~ing: Certificate of Deposit Account # 31300346953 Established: 02-11--2010 GERALD R ZIlITMERMAN DOD balance: $ 5,096.19 + 1.75 accrued interest Interest paid 01-01-2011' tbru OS-24-2011 ~ 37.92 YTD Checking Account Account # 5070072774 Established; 07-14-1992 GERALD R ZIA~Il~fERMAN DOD balance: $ 483.35 ~- O.OD accrued interest Interest paid 01-OI-2011 ~thru 08-24-2011 $ 5.78 YTD IlZA Account Account.# 65001006633 Established: 04-21-1994 GERALD R ZIMMERNI~AN DOD balance: $ 5,514.9 + 0.43 accrued interest Interest paid O 1-01-2011 thru 08-24-201 I $ 3 5.52 YTD Account # 65001046632 Established: 09-2$-2005 GERALD R ZFMMBRMAN DOD balance: $ 8,476.70! + O.Z3 accrued interest Interest paid OI-O1-2011 ~ OS-24-2011 $ 54.59 YTD Account # 65001006634 Established: 09-28-2005 GERALD R ZI1v1MERMAN DOD balance: $ 1,004.67 + 0.08 accrued i,r~terest Interest paid 01-01-2011 thru 08-24-2011 $ G.47 YTD Page 1 of 2 Account # 6001006636 EsttibIished: 09-28,2005 GERALD R ZIMI~~RMAN DOD balance; $ 759.93 + 0.33 accrued interest Interest paid Ol-O1-20'l I thru 08-24-201.1 $ 6.12 YTD For beneficiary information, please call 1-888-762-4727. Investment Aecaunt Tl~e decedeztt malxitainjed Investment Account # 1703109. For further infom1a11on, you may call the Brokerage Department! at 1-800-762-6111. Please nuts that this oflic~ provides date of death balauees foX deposit accounts (IlZAs, CDs, Checking and Savings). We do not prc}cess any financial Transactions yr provide statement's. If you need assistance with any of t>~ese items, plesse~, call I-888-PNC BANK (1-888-762-2265) or stop by your la:al PNC .Sank branch office. Sincerely, National Financial Services Center PNC Bank, N.A. Member FDIC This message is intendedl fpr the use of the ir~dzvidual or entity to which it is addressed and may contain information than is privileger~ confidential and exemptfram disclosure under applicable law. 7f the reader Df this mes.~age is not the intended recipient or the employee or agent responsible fiJr delivering this message ~o the intended recipient,. you are hereby notifced that any dissemination distribution or copying of this communica~iorrs zs strictly prohibited. If you have received this communication in error, Meuse. nat~ me immediately by reply or by telephone at 800-762-1775 and immediately destroy this faxed dncument. - Pabe 2 of 2 B PN C B1~NK Estate of Gerald R Timmerman c/o of James D Boar 1 W Main St Shiremanstown PA' 17011 December 15, 2011 RE: Retirement Account # 6001003202 Dear Estate of Gerald R Zimmerman, Recently, your inquiry prompted research of your retirement account. We acknowledge your concern and have thoroughly researched the supporting documentation. Find enclosed the resolution in this matter. Please accept our sincere apology for any inconvenience this may have caused you. This letter will confitm the named primary beneficiaries for IRA account# 6001003202 and #6001002527 are Jere D Zimmerman alnd Jeffrey M Zimmerman. We can assure you that we make every effort to ensure quality service to all our clients. If you have any questions or wish to discuss this matter further, please contact Retirement Services at 1-888-PNC-IRAs. Thank you for your consideration and for your business. Sincerely, ~~. Carolyn Nelson Retirement Services specialist Enclosure(s) A Member of The PNC Financial Services Group Retirement Services P.O. Bo1k 3499 Pittsburgh Pennsylvania 15230 www.pncbank.com EFORM120118-0400 B PNCBAiNK Estate of Gerald R Zimmerman c/o Jennifer B Hipp 1 West Main St Shiremanstown PA 1'7011 January 16, 2012 RE: Retirement AcQount #6001002527 Dear Estate of Gerald R Zimmerman, Recently, your inquiry prompted research of your retirement account. We acknowledge your concern and have thoroughly researched the supporting documentation. Find enclosed the resolution in this matter. Please accept our sincere apology for any inconvenience this may have caused you. This letter is to confi~hn IRA cd number 65001006633. is listed under Retirement account plan number 6001002527. The primary beneficiaries are Jere D Zimmerman and Jeffrey M Zimmerman. We can assure you thl~t we make every effort to ensure quality service to all our clients. If you have any questions or wish to discuss this matter further, please contact Retirement Services at 1-888-PNC-IRAS. Thank you for your consideration and for your business. Sincerely, Carolyn Nelson Retirement Services specialist Enclosure(s) A Member of The PNC Finarjcial Services Group Retirement Services P.O. Bqx 3499 Pittsburgh Pennsylvania 15230 www.pncbank.com EFORM 1201 18-0400 __ - _ i B PNCBANK Estate of Gerald R Zipcnmerman c/o Jennifer B Hipp 1 West Main St Shiremanstown PA 17011 January 17, 2012 RE: Retirement Accpunt # 6001003202 Dear Estate of Gerald R Zimmerman, Recently, your inquiry prompted research of your retirement account. We acknowledge your concern and have thoroughly rfesearched the supporting documentation. Find enclosed the resolution in this matter. Please accept'. our sincere apology for any inconvenience this may have caused you. This letter is to confirjm IRA cd# 65001006632, 65001006634 and 65001006636 are listed under Retirement account plan number {5001003202. The primary beneficiaries are Jere D Zimmerman and Jeffrey M Zimmerman. We can assure you that we make every effort to ensure quality service to all our clients. If you have any questions or wish to discuss this matter further, please contact Retirement Services at 1-888-PNC-IRAS. Thank you for your cdnsideration and for your business. Sincerely, Qom` aro yn Nelson Retirement Services Specialist Enclosuxe(s) A Member of The PNC Financial Services Group Retirement Services P.O. Bo~c 3499 Pittsburgh Pennsylvania 15230 www.pncbank.com EFORM120118-0400 REV-1151 EX+~10-06) COM INH ESIDE~EDECEDNTRN ANIA ESTATE OF FILE NUMBER Zimmerman, Gerald R. 21-11-0931 Debts of decedent must be reported on Schedule 1. ITEM DESCRIPTION AMOUNT A. FUNERAL EXPENSES: See continuat#on schedule(s) attached 9,967.36 B. ADMINISTRATIVE CIOSTS: 1. Personal RepresentatiNe's Commissions Name of Personal Representative(s) Street Address City State Zip Year(sl Commissiorh paid 2. Attorney's Fees Bogar and Hipp Law Offices 12,600.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 4. Probate Fees 456.50 5. Accountant's Fees 6. Tax Return Preparer's l=ees 7. Other Administrative Cpsts 2,619.82 See continuatipn schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 25,643.68 Copyright (c) 2009 form software only The Lackner Group, Inc. SCHEDULE H FUNERAL EXPENSES ~ ADMINISTRATIVE COSTS Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Zimmerman„ Gerald R. 21-11-0931 ITEM NUMBER DESCRIPTION i AMOUNT 1 Funeral Ex°e. Baltimore Sun - Obituary 422.60 2 Bethany Village - catering fee/memorial luncheon 490.54 3 George's Flowers -(flowers for funeral 593.60 4 Gingrich Memorials 325.00 5 Musselman's Funeral Home -funeral bill 7,985.62 6 Shiremanstown United Methodist Church -funeral luncheon 150.00 H-,f~- 9.967.36 7 Other Administra#ive Costs Camp Hill Emergenl~Cy Physicians -medical bill 6.76 8 Flagship Rehab - mledical bill 19.11 9 Hampden Physician Associates -medical bill 34.89 10 Holy Spirit Hospitals- medical bill 321.99 11 Holy Spirit Hospitals-medical bill 192.74 12 Holy Spirit Hospitals,-medical bill 5,,~q 13 Holy Spirit Hospitals- medical bill 5.54 14 Kantor 8~ Tkatch Associates, P.C. -medical bill 5.26 Copyright (c) 2002 form software only fihe Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Zimmerman, Gerald R. 21-11-0931 ITEM NUMBER DESCRIPTION AMOUNT 15 Mobile X-Ray Imagijng -medical bill 8.45 16 Pinnacle Health Cardiovascular Institute -medical bill 6.92 17 Quantum Imaging ~ medical bill 2.16 18 Quantum Imaging -~ medical bill 5.73 19 RESERVES: -Cost to conclude administration of Estate, including filing fee for Inheritance 1,750.00 Tax Return and Inventory, preparation fees for Income Tax Returns and Fiduciary Tax Returns 20 U.S. Postal Service-certified mail and first class postage 24.37 21 Urology of Central ~A -medical bill 5.46 22 US Treasury - estirriated tax payment 225.00 H-B7 2,619.82 Copyright (c) 2002 form software only !The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (12-08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, ~ LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Zimmerman,] Gerald R. 21-11-0931 Copyright (c) 2009 form software only ~fhe Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) REV-1513 EX+ (11-08) SCHEDULE J COM IN~~~EAEN~iEQ~F,H~JN$ RN ANIA BENEFICIARIES ESTATE OF FILE NUMBER cimmerman, ~Oraia Irt. 21-11-0 931 NAME AND ADDRESS OF RELATIONSHIP TO SHARE: OF ESTATE AMOUNT OF ESTATE NUMBER PERSON( 1 RECEIVING PROPERTY DECEDENT (Words) ($$$) I~ TAXABLE DISTRIBU, IONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 Jeffrey M. Zimmerman Son One-half of rest, 195,218.72 210 Marie Avenu residue and Severna Park, M~ 21146 remainder Jere D. Zimmermjan Son One-half of rest, 195,218.72 655 Shannon Rod residue and Boiling Springs, A 17007 remainder Tota I 390,437.44 Enter dollar amounts or distributions shown above on lines 1 5 throw h 18 on Rev 150 0 cover sheet, as a r o riate. II NON-TAXABLE DIST IBUTIONS: . A. SPOUSAL DISTRI UTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAB; IS NOT TAKEN B. CHARITABLE ANC GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENT~R TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2009 form software only the Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) LAST WILL AND TESTAMENT r -~± OF GERALD R. ZINIl~IERMAN I,IGERALD R. ZIMMERMAN, of Mechanicsburg, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will !,and Testament, hereby revoking all other Wills and codicils heretofore made by me. FI ST: I devise and bequeath all the rest, residue and remainder of any estate of whatever nature and wherever situate, including any', property over which I hold power of appointment and together with' any insurance policies thereon, in equal shares, to my children, 'J'EFFREY M. ZIMMERMAN and JERE D. ZIMMERMAN. SEC ND: Should JEFFREY M. ZIMMERMAN predecease me, I give and bequleath his share as follows: (A)'One-third (1/3) thereof to my daughter-in-law, AMY ZIMMERMAN, pr~,ovided, however, that should she predecease me, I direct that haler share shall pass, in equal shares, to KARENSA ZIMMERMAN and!PAUL ZIMMERMAN. (B)IOne-third (1/3) thereof to my grandson, PAUL ZIMMERMAN, provided, however, that should he predecease me, I direct that htis share shall pass to his issue per stirpes by representatio$~ . (c)',One-third (1/3) thereof to my granddaughter, KARENSA ZIMME~2MAN, provided, however, that should she predecease me, T direct that her share shall pass to PAUL ZI:NIl~lERMAN. THI D: Should JERE D. ZIMMERMAN predecease me, I give and bequeath his share onto his wife, JANICE ZIMM:ERMAN, and if there be a fa~.lure of same, then I give and bequeath his share unto his issue per stirpes by representation. FORTH: In addition to all powers grar.~ted to them by F ~c law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A)' To sell at public or private sale, or to lease, for any peridd of time, any real or personal pro~>erty and to give options for dales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions a~ are deemed proper. This includes t;he power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B )', To partition, subdivide, or improve real estate and to enter ,into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C )I, To compromise any claim or controversy and to abandon any property which is of little or no value. (D )'' To invest in all forms of property, including stocks, commdn trust funds and mortgage investment funds, without restriction t~o investments authorized for Pennsylvania fiduci- aries, as ark deemed proper, without regard to any principle of diversification, ri slc or productivit~r. (E)' To exercise any option, right or privilege granted in insurance ',policies or in other investments. (F)! To exercise any election or privilege given by the Federal and tither tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G)~ To make distributions to my herein named benefici- aries in cases or in kind or partly in each. 2 (H) To borrow money from themselves or' others in order k 1 ~' to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment pwrposes. (I )'' To select a mode of payment under any qualified retirement pl',an (pension plan, profit sharing plan, employee stock ownersh,'ip plan, or any other type of qualified plan) to the extent the pl',an or the law permits them to do so, and to exercise any other riglhts which they may have under the plan, in whatever manner they clonsider advisable. FI TH: I direct that all inheritance, estate, transfer, suclcession and death taxes, of any kind. whatsoever, which may beipayable by reason of my death, whether or not with respect to pr',operty passing under this Will, shall be paid out of the principal'. of my residuary estate. SI TH: I nominate and appoint my sons, JEFFREY M. ZIMMERMAN and' JERE D. ZIMMERMAN, or the survivor as between the two of them, Co-Executors of this, my Last Will a.nd Testament. I direct that mjy Co-Executors, and their successors, shall not be required to plost security or a bond for the performance of their duties in any,jurisdiction. IN 'GVITNESS WHEREOF, I have hereunto set my hand and seal to this,', my Last vv'ill and Testament, this `day of .~ -~~~-C~~ 2 0 09 . r GERALD R. ZIMME 3 Signed, sealed, published and declared by the above- named Testator as and for his Last Will and Testament in our presence, whd, at his request, in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address Address 4