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Home My WebLink About08-23-12 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF ARTHUR A. ZIMMERMAN ~_ ..~ [) G,? Lf7 "_'~ f i_._ ~ ~.._ :. . . C~ LL. - r~ ~,;; L l ~~„_ R J._F J }, ~_ (~ N ~ ' - i fJ _ .. ~ ~~ ~-.., O -. _ a- '. U r .~ No. 2011-00725 DECEASED PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse 's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Marvin Beshore Supreme Court I.D. No.: 31979 Name of Law Firm: Law Office of Marvin Beshore Address: 130 State Street, P.O. Box 946, Harrisburg, PA 17101 Telephone: (717) 236-0781 Fax: (717) 236-0791 Form OC-01 rev. 10.13.06 Page 1 of 10 Estate of ARTHUR A. ZIMMERMAN 1. Name(s) and address(es) of Petitioner(s): Name: Margaret A. Zimmerman address: 1408 Carlisle Road Camp Hill, PA 17011 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: None Deceased Is this the first accounting by this fiduciary? ..................... ®Yes ®No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on June 24, 2011 ® Letters Testamentary or ®Letters of Administration were granted to Petitioner(s) on August 24.2011 Date of Will (if applicable): N/A Date(s) of Codicil(s) (if applicable): N/A Date of probate (if different from date Letters granted): N~q Was a bond required? ®Yes ~ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ®Yes ®No Dates of advertising of the grant of Letters: patriot News: 9/30, 10/7, 10/14/2011 Cumberland Law Journal: 9/30, 10/7, 10/14/2011 Form OGOI rev. 10.13.06 Page 2 of 10 Estate of ARTHUR A. ZIMMERMAN Deceased 3. Was decedent survived by a spouse? ............................. ~ Yes ®No If yes, name of the surviving spouse: Margaret A. Zimmerman 4. Has the surviving spouse filed to take an elective share? ............. 0 Yes ~ No (See Section 2201 et sue. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): Brian A. Zimmerman Lisa L. Love 6. Did decedent marry after execution of Will or Codicil(s)? ........... ®Yes ®No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... ~ Yes ®No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? .............................. ®Yes ®No Form OG01 rev. 10.13.06 Page 3 of 10 Estate of ARTHUR A. ZIMMERMAN Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Name and Address of Each Party in Interest Margaret A. Zimmerman Spouse $30,000 plus 1/2 1408 Carlisle Road of residue Camp Hill, PA 17011 Brian A. Zimmerman Son 1/4 of residue 200 Red Mill Road Etters, PA 17319 Form OC-01 rev. 10.13.06 Page 4 of 10 Estate of ARTHUR A. ZIMMERMAN N/A Deceased C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O.C. Rule 12.4). N/A D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. N/A Form OC-01 rev. 10.13.06 Page 5 of 10 B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. Estate of ARTHUR A. ZIMMERMAN Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount of Claim Clarm Will Claim Admitted? Be Paid In Full? Aurora Home Mortgage $53,492.45 ®Yes ®Yes c/o Lehman Brothers Bank, FSB ®No ®No 400 Professional Drive, Suite 500 Gaithersburg, MD 20879 Aurora Home Mortage $14,548.67 ®Yes ®Yes c/o Lehman Brothers Bank, FSB ®No ®No 400 Professional Drive, Suite 500 Gaithersburg, MD 20879 Santander Consumer USA, Inc. $10,820.19 ®Yes ®Yes P.O. Box 25120 ^No ~ No Lehigh Valley, PA 18002 Donna and Richard Evans Unliquidated ®Yes ®Yes 15 Violet Drive mNo ~No Etters, PA 17319 If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ ®Yes ®No Was family exemption allowed? ................................ ®Yes ®No Family exemption claimant's name and relationship: Name: Margaret A. Zimmerman Spouse Relationship: Form OC-01 rev. 10.13.06 Page 6 of 10 Estate of ARTHUR A. ZIMMERMAN Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Date Payment Interesd See attached 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ................... ®Yes ®No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: None B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ®Yes ®No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Form OC-Ol rev. 10.13.06 Page 7 of 10 Estate of ARTHUR A. ZIMMERMAN Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes ®No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. None B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. ®Yes ~ No 18. If a reserve is requested, state amount and purpose. Purpose: None If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ........................................ ®Yes ~No If so, attach a copy of the notice 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... ®Yes ®No As to real estate only? ........................................ ®Yes ®No Form OC-Ol rev. 10.13.06 Page 8 of 10 Estate of ARTHUR A. ZIMMERMAN Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: A. Income: Proposed Distributee(s) Amount/Proportion B. Principal: Proposed Distributee(s) Margaret Zimmerman Brian A. Zimmerman Lisa A. Love Amount/Proportion Remaining probate assets $0 $0 Submitted By: (All petitioners must sign. Add additional lines if necessary): Name f Petitioner: argaret A. Zimmerman Name of Petitioner: Form OG01 rev. 10.13.06 Page 9 of 10 Estate of ARTHUR A. ZIMMERMAN Verification of Petitioner (Verification must be by at least one petitioner.) Deceased The undersigned hereby verifies * [that heishe she is rule Administratrix of the above-named name of corporation Estate and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). Signatur of Petitioner * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. Si nat of Coun el for Petitioner Form OC-Ol rev. 10.13.06 Page 10 of 10 • The Patriot-News Co. 2020 Technology Pkwy • Suite 300 Mechanicsburg, PA 17050 Inquiries - 717-255-8213 MARVIN BESHORE ATTORNEY AT LAW 130 STATE STREET P.O. BOX 946 HARRISBURG PA 17108 c'~e~latriot News Now you know ,~ ~r is OCT ~ ~ 2011 ~~.~ ~_~ _~~~~ THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Holly Blain, being duly sworn according to law, deposes and says: That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 2020 Technology Pkwy, Suite 300, in the Township of Hampden, County of Cumberland, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Patriot-News newspapers of general circulation, printed and published at 1900 Patriot Drive, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Community Weekly editions which appeared on the date(s) indicated below. That neither she nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COPY ~;, +; „. ~. This ad # 0002171293 ran on the dates shown below: September 30, 2011 October 07, 2011 C October 14, 2011 ........ .c.~.~. ~. . Sworn to a }asd before ' e t ' 2~ October, 2011 A. D. i f ----1_ Notary Public COiHMONWEALTH CDF PENNSYLVANIA Notarial Seal Sherrie L Klsner, Notary Public Lower Paxton 1Wp., Dauphin County My Commission Expires Nov. 26, 2011 Memh~r. "pnn~,:iv3nl~ Association of Notaries PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: September 30 October 7 and October 14 2011 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in t:he subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Marie Coyne, SWORi~l TO AND SUBSCRIBED before me this 14 of October. 2011 Notary Zimmerman Arthur A., decd . Latc of Lower Allen Townshi p. Administratrix: Margaret A Zi . m- merman c/o Marvin Beshore, Esquire, 130 State Str t '~'~~~ NOTARIAL SEAL ee , Har- risburg, PA 17101. Attorney: Mazvin B h DEBORAH A COLLINS es ore, Es- quire, 130 State Street, Harris_ burg, PA 17101 Notary Public CARLISLE BOROUGH, CUMBERLAND COUNTY . My Commission Expires Apr 28, 2014 ~jj l~^ ~ ~~ j~ (~. ,' ii ~ ~ , ~'a..1 ~' ~ 1 ~~ ~~i • __~ ~ ~ L: ~ t c __ ~.._; , pennsytvanTa DEPARTMENT OF PUBLIC WELFARE September 28, 2011 MARVIN BESHORE ESQUIRE 130 STATE ST PO BOX 946 HARRISBURG PA 17108-0946 Re: Arthur Zimmerman SSN: ###-##-9837 Dear Attorney Zimmerman: Pursuant to your letter dated September 16, 2011, the Department of Public Welfare (DPW), Estate Recovery Program, has reviewed the information you provided regarding the above-referenced individual. It has been determined that this individual did not receive any type of assistance during the questioned period. Therefore, according to the information you provided, the Department's Estate Recovery Program will not seek any recovery from this estate. If your client applied for Medical Assistance and had an application and/or hearing pending at the time of death, please advise us and provide any additional information that may affect a recovery by our Department. If you have any questions, please feel free to contact me. Sincerely '~ i ~-~ 2~ ~L Yd ` Vince A. Porter Recovery Section Manager (717)772-6604 s~P z s zm, D Bureau of Program Integrity ~ Division of Third Party Liability i Recovery Section PO Box 8486 ~ Harrisburg, Pennsylvania 17105-8486 Page 6 of 10 (con't) If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa. C.S. §3392 and the proposed payments. A. Costs of Administration: Probate fees $ 203.00 Attorney fees -Marvin Beshore 1 750.00 ~ Cumberland Law Journal, legal publication 75.00 The Patriot-News, legal publication 102.59 Postage 8 23 B. Familv Exemption Margaret A. Zimmerman $ 3 500.00 C. Funeral, burial, medical and nursing services expenses Musselman Funeral Home, funeral expenses $ 6,433.00 Tri-County Memorial Gardens 1 600.00 West Shore EMS-ALS, medical bills 996.86 D. All other claims Margaret A. Zimmerman/Aurora $ 13,551.32' Margaret A. Zimmerman/Aurora 0.00' Margaret A. Zimmerman/Santander Consumer 0.00' Donna and Richard Evans, et al. 0.002 I Funds available toward the claim of Margaret A. Zimmerman for contribution to decedent's share of joint debts which total $78,861.31 z Plaintiffs/Claimants by agreement have limited their claim to Mr. Zimmerman's employer's insurance proceeds. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG pA 17128-0601 MARVIN BESHORE 130 STATE STREE PO BOX 946 HARRISBURG NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLDWANCE OR DISALLOWANCE ~r__ O~F DEDUCT_~Q,~~~-ND,ASSESSMENT OF TAX (~ /BUG - 1 2012 .SQUIRE PA 17108-0946 pennsylvartia DEPARTMENT OF REVENUE REV-1547 EX AFP (12-11) DATE 07-30-2012 ESTATE OF ZIMMERMAN ARTHUR A DATE OF DEATH 06-24-2011 FILE NUMBER 21 11-0725 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 09-28-2012 (See reverse side Inrder Objections) Amount Remitted -~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS E-- REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEM _ ENT, ALLOWANCE _ OR - - DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX ESTATE OF: ZIMMERMAN ARTHUR AFILE N0.:21 11-0725 ACN: 101 DATE: 07-30-201.2 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALU E OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 19,500 00 2. Stocks and Bonds (Schedule B) . NDTE: To ensure proper C2) ,00 crE:dit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable [Schedule D) C4) 00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) . 8,720.00 tai: payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: (B) 28.220 00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q)_ 1,677 8 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 79.858.17 11. Total Deductions 12. Net Value of Tax Return C11) 93,529.99 C12) 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 65,309.99- 14. Net Value of Estate Sub9ect to Tax (13) .00 C14) 65,309.99^ NOTE: If an assessment was issued previously, lines 14, 15 and/or 16 17 18 and 19 reflect figures that include the total of ALL return ASSES , , will s assessed to date SMENT OF TAX: . 15. Amount of Line 14 at Spousal rate C15) 00 00 = 16. Amount of Line 14 taxable at Lineal/Class A rate (16) . X .0 0 17. Amount of Line 14 at Sibling rate -On x 045 = .00 c17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) no x 12 = 00 15 = .00 19. Principal Tax Due . )( .00 TAX CREDITS: C19)= . 00 DATE I NUMBER I INTEREST/PEN PAID C-) I AMOUNT PAID TOTAL TAX PAYMENT ,00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED. AS A "CREDIT" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION In the Matter of the Estate of ARTHUR A. ZIMMERMAN, late of Lower Allen Township, Cumberland County, Pennsylvania, deceased Estate File No. 2011-00725 PA No. 21-11-0725 Date of Death: June 24, 2011 Letters of Administration Granted: August 24, 2011 Grant of Letters Published: Cumberland Law Journal: September 30, October 7, October 14, 2011 The Patriot-News: September 30, October 7, October 14, 2011 «_ fJv~ 4, C_=T C_~ -=_. LL ! 1._ ~.~,.a i_..~ c~ ~~- ~-~ ~.::_ n _ ~-~ L~ C J L.:J ,,•ir- cx: FIRST AND FINAL ACCOUNT OF MARGARET A. ZIMMERMAN, Administratrix FOR THE ESTATE OF ARTHUR A. ZIMMERMAN, DECEASED Purpose of Account: The Administratrix offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information, questions, or objections can be discussed with: t."7 Q ., ~._.Q- w t,_ «'"' '~ U ~ C_~ <~ ~!' CV ~.J c.a ; ,, s ~ cam, ~ e::s t wJ Marvin Beshore, Esquire Attorney ID No. 31979 130 State Street P.O. Box 946 Harrisburg, PA 17108-0946 (717) 236-0781 Mbeshore@beshorelaw.com SUMMARY PROBATE ASSETS $ 28,220.00 Less Administrative Costs - 2,138.82 Less Family Exemption - 3,500.00 Less Funeral, Burial, Medical, and Nursing Services - 9 029.86 Less All Other Debts of Decedent - 78,861.31 NET COMBINED BALANCE BEFORE DISTRIBUTION $ (65,309.99) PROBATE ASSETS 1. Decedent owned an undivided one-fifth interest in 50.476 $ 19 500.00 acres of wooded mountain land in Milford Township, Juniata , County with an assessed value of $3,790 for the total tract. The common level at the time of death was 5.88. The interest was sold to Decedent's son on March 30, 2012. See copy of deed attached hereto and marked as Exhibit "A" and incorporated herein by reference. 2. Payment for share of timber sold pre-death 8,150.00 3. Winchester .30-06 hunting rifle w/sling, scope and case 500.00 4. Miscellaneous hand tools 50.00 5. Hunting knife 20.00 TOTAL PROBATE ASSETS: $ 28,220.00 2 PRINCIPAL ACCOUNT DISBURSEMENTS Administrative Costs (20 Pa.C.S.A. § 3392(1)) 1. Probate fees $ 203.00 2. Attorney fees -Marvin Beshore 1,750.00 3. Cumberland Law Journal, legal publication 75.00 4. The Patriot-News, legal publication 102.59 5. Postage 8 23 Family Exemption (20 Pa.C.S.A. § 3392(2)) Margaret A. Zimmerman (spouse) $ 3,500.00 Funeral, burial medical, and nursing services ex enses (20 Pa.C.S.A. § 3392(3)) 1. Musselman Funeral Home, funeral expenses $ 6 433.00 2. Tri-County Memorial Gardens 1,600.00 3. West Shore EMS-ALS, medical bills 996.86 All other claims (20 Pa.C.S.A. § 3392(6)) 1. Aurora/Margaret A. Zimmerman' $ 53,492.45 2. Ocwen/Margaret A. ZimmermanZ 14,548.67 3. Santander Consumer/Margaret A. Zimmerman3 10,820.19 4. Donna and Richard Evans, et a1.4 unliquidated Total Debts of Decedent: $ 93,529.99 1 Decedent owned real estate located at 1408 Carlisle Road, Camp Hill, Lower Allen Township, Cumberland County, as tenant by the entireties with Mazgazet A. Zimmerman. Said real estate was subject to a mortgage/note with a balance of approximately $106,985 on date of death with Decedent as a Co-borrower. Margaret A. Zimmerman, as a joint borrower, asserts her claim for contribution. 2 Decedent owned real estate located at 1408 Cazlisle Road, Camp Hill, Lower Allen Township, Cumberland County, as tenant by the entireties with Margaret A. Zimmerman. Said real estate was subject to a home equity loan with a balance of approximately $29,097 on date of death with Decedent as a Co-borrower. Mazgazet A. Zimmerman, as a joint borrower., asserts her claim for contribution. 3 Decedent was a co-owner of a 2008 Dodge Dakota financed through Santander Consumer with a loan balance of approximately $21,640 on date of death. Margaret A. Zimmerman, as a joint borrower, asserts her claim for contribution. a Evans v. Ouellet, et al., docketed to Dauphin County Civil Action No. 2011-CV-6609-CV, an action for personal injury damages allegedly suffered in an accident with the vehicle Mr. Zimmerman was driving as an employee of Autohaus Acquisitions, Inc., t/d/b/a Victory Volkswagen. Plaintiffs' claim has been limited by agreement to Mr. Zimmerman's employer's insurance proceeds. 3 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES None PRINCIPAL BALANCE ON HAND INVESTMENTS MADE CHANGES IN INVESTMENT HOLDINGS INCOME None 0.00 None None 4 STATEMENT OF PROPOSED DISTRIBUTION The Accountant proposes to make distribution of the Estate of ARTHUR A. ZIMMERMAN, as follows TO: Margaret A. Zimmerman: All administrative costs and joint debts of Decedent were paid by or assumed by Margaret A. Zimmerman, surviving spouse. Therefore, the Accountant proposes to transfer any remaining probate assets to Margaret A. Zimmerman. ESTATE OF ARTHUR A. ZIMMERMAN, deceased Marga~t A. Zimmerman, Administratrix VERIFICATION MARGARET A. ZIMMERMAN, Administratrix of the Estate of Arthur A. Zimmerman, deceased, hereby declares under oath that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to her knowledge, there are no claims outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four (4) months before the filing of the foregoing First and Final Account. This statement is made subject to penalties of 18 Pa. C.S.A. § 4904 relating to unsworn falsification to authorities. A~ n Margar t A. Zimmerman