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HomeMy WebLinkAbout02-0276Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of M. ALICE ZIMMERMAN No _~1- ~° also known as MINNIE A. ZIMMERMAN , Deceased Social Security No 180-09-5204 Petitioner(s), who is/are 18 years of age or older, apply)les) for: (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or Decedent, dated 09/11/91 and codicil(s) dated N/A named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland Co.u. nty, Pennsylvania,, with his/her last family or principal residence at 773 Poplar Church Road, Camp Hill, PA 17011 (list street, number and municipality) Decedent, then 84 yearn of age, died March 6 ,2002 , at Harrisburg Hospital, Harrisburg, PA (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA All personal property ......................................... $ (if not domiciled in PA Personal property in Pennsylvania .................... $ (if not domiciled in PA Personal property in County .............................. $ Value of real estate in Pennsylvania ........................................................................................ $ Total ..................................................................................................................... $ Real Estate situated as follows: 773 Poplar Church Road, Camp Hill, PA 17011 Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence 91,600.00 95,000.00 186~600.00 75 West Mt. Airy Road Dillsbur§, PA 17019 RW- Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer th.~,e~tate accordiru~o law. c/? Sworn to and affirmed and subscribed before me this 12th day of March, 2002 DECREE OF REGISTER Estate of M. ALICE ZIMMERMAN also known as MINNIE A. ZIMMERMAN Social Security No: 180-09-5204 AND NOW, March 12 IT IS DECREED that Letters I~ Testamentary [~ of Administration are hereby granted to DONALD E. SNEEDER Deceased No. ~ 1-0,~- ~b Date of Death: 03/06/02 2002 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, ((c.t.a., d.b.n.c.t; pende Ih~; dumn{e'~bsentia;.d~ra~te minodate) in the above estate and that the instrument(s), if any, dated September 11, 1991 described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters .................................... $ ShortCertificates(s) ............... $ 12, Renunciation .......................... $ 5.00 Extra Pages ( ) ...............$ I.T.R ....................................... $ JCP Fee ................................. $ 5.00 Inventory ................................ $ Other ...................................... $ 235.00 TOTAL ............................. $ 266.00 Address: 339 West Governor Road, Suite 204, P.O. Box 252 Hershey PA 17033 Telephone: (717) 533-6780 DATE FILED: 03/12/02 LAST WIT,T, AND TESTAMENT OF M. ALICE ZIMNF.~ I, M. ALICE ZIMMERMAN of East Pennsboro Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any will previously made by me. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II - I bequeath my diamond ring and antique toilet set to my granddaughter, Diana Sanders. III - I bequeath my mink stole to my daughter-in-law, Joanne Sneeder. IV - I bequeath my diamond birthstone ring to my son, Donald E. Sneeder. V - I bequeath certain items of my tangible personal property, not including cash and securities, in accordance with a written list made by me during my lifetime. In the absence of such a list or desig- nation on said list, I bequeath all my remaining articles of tangible Page 1 ARNOLD & SLIKE, ATTORNEYS-AT-LAW, 2109 MARKET STREET, CAMP HILL, PA 17011 personal property to my sons, William H. Sneeder and Donald E. Sneeder, or their issue per stirpes in equal shares. In the event one of my sons is deceased and survived by children, my executor shall select any articles which he deems appropriate for any minor and deliver said articles to the minor or to any person caring for the minor. If any such articles cannot be fairly divided or distributed in kind, such articles shall be sold and the proceeds thereof added to the residue of my estate. VI - I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate unto my sons, William H. Sneeder and Donald E. Sneeder, in equal shares, the share of a deceased child to be paid to his issue per stirpes. Should either of my said sons die without issue surviving him, then his share of the residue shall be paid to my surviving son or his issue per stirpes. VII - Ail taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be con- sidered a part of the expense of the administration of my estate and my personal representative shall have the absolute power in his discretion to pay the same at once whether or not the law under which they are imposed permits the postponement of all or part of them to a later time. ~ .~5~ /~/~ ~- Page 2 / ARNOLD & SLIKE, A'I'FORNEYS-AT-LAW, 2109 MARKET STREET, CAMP HILL, PA 1701 VIII - I appoint my sons, William H. Sneeder and Donald E. Sneeder, Executors of this, my Last Will and Testament. Neither of my personal representatives shall be required to post bond in this or any jurisdiction. IN WITNESS W~EREOF, I have hereunto set my hand and seal on this the // ~ day of ~-~_~~_ , 1991. /- (SEAL) Signed, sealed, published and declared by M. ALICE ZIMMERMAN, Testatrix therein named, on this and two (2) other sheets of paper as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ARNOLD & SLIKE, A"f'FORNEYS-AT-LAW, 2109 MARKET STREET, CAMP HILL, PA 17011 COMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND) : SS. WE, the undersigned, the testatrix and the witnesses, respectively, whose names are signed to the 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 Testament and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her free will 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 witnesses and that to the best of their knowledge the testatrix was at that time eighteen years of age or.older, of sound mind, and under no constraint or undue influence. · ' /Testatrix /! Withess Witne~ Subscribed, sworn to and acknowledged before me by the test~trix, and subsc_r~~rn to before me by both witnesses, this. //'~' day of · 1991. /Notary Public NOTARIAL SEAL THELMA S. McCAUSLIN, Notary Public Camp Hill, PA Cumberland Cou~y My Commission Expires July 3, 1992 ARNOLD & SLIKE, A'ITORNEys .¥! I .%'t*,' 210.~ 'VIARKF~' t'IRFFT ( ~x, lp HIII P.~ 17~11 Register of Wills of';~UMBER'LAN~County, Pennsylvania RENUNCIATION Estate of M. ALICE ZIMMERMAN also known as MINNIE A. ZIMMERMAN · Deceased The undersigned, WILLIAM H. SNEEDER, SON (Relationship) (Capacity) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters TESTAMENTARY of Witness M~f hand this be issued to DONALD E. SNEEDER,SON,AS SOLE EXE(~TTOR _ ~- o, / WTT, I'.TAM.qPC)RT.., PA. 1 7701 JAddress) (Signature) (Address) (Signature) (Address) Sworn to or affirmed and subscribed before me this llth day of ,, Ma~ch , _. ~, 2___~00__2. ........ NOTE:---T~nunciat;ons executed outside the Off,ce of Register of Wills are required in some count,es to be nota¢~zed. RW-I~ (Rvsd 9/92) Register of Wills of Dauphin County, Pennsylvania CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: M. ALICE ZIMMERMAN A/K/A MINNIE A. ZIMMERMAN Date of Death: 03/06~02 Estate No. 21-02-276 SSN: 180-03-5204 File No. Date Letters Granted: 03/12/02 Will or Administration No. 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 03/12/02 Name DONALD E. SNEEDER WILLIAM H. SNEEDER Address 75 West Mt. Airy Road Dillsburg, PA 17019 2225 Gramtion Boulevard Williamsport, PA 17701 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except N/A Date: 05/06/02 Capacity: X __ Personal Represeritative __ Counsel for Perso~3al Representative Address P.O. Box 252 Hershey PA 17033-0252 Telephone No. (717) 533-6780 Law Offices of JoHN S. PICCONI 339 West Governor Road, Suite 204 p.O. Box 252 Hershey, pennsylvania 17033 , 9_ .- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF iNDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001 226 PICCONI JOHN S 389 WEST GOVERNOR ROAD SUITE 204 P O BOX 252 HERSHEY, PA 17033 ........ fold ESTATE INFORMATION: SSN: 180-09-5204 FILE NUMBER: 2102-0276 DECEDENT NAME: ZIMMERMAN M.ALICE DATE OF PAYMENT: 05/28/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 03/06/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $15,200.00 TOTAL AMOUNT PAID: $15,200.00 REMARKS: JOHN SPICCONI ESQUIRE SEAL CHECK# 10O9 INITIALS: JA RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS REV-1500 EX + (6-0~,~ W O0 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ZIMMERMAN, M. ALICE NK/A ZIMMERMAN, MINNIE A. DATE OF DEATH (MM-OD-Year) I DATE OF BIRTH (MM-DD-Year) 03/06/2002 I 02/07/1918 (IF APPL CABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) N/A OFFICIAL USE ONLY /7- 5 -z- FILE NUMBER 2 1 -0 2 0 2 7 6 '"~TY CODE YEAR ~ N~ MliE..R SOCIALSECURITYNUMBER 1 8 0-0 9-5 2 0 4 THIS RETURN MUST BE FILED IN DUPUCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [~ 1. Original Return r--] 4. Limited Estate [~]6. Decedent Died Testate (Atach copy of W~l) 9. Litigation Proceeds Received [~2. Supplemental Return r"-] 4a. Future Interest Compromise (date of dea~ after 12.12-82) --']7. Decedent Maintained a Living Trust (Attach copy of Trust) E~IO. Spousal Poverty Credit (d~ of deah between 12-31-91 and 1-I-95) ~--} 3. Remainder Return (da~ ~aah p~) ~2-1~2) O5. Federal Estate Tax Return Required 1__ 8. Total Number of Safe Deposit Boxes D11. Election to tax under Sec. 9113(A) (A~ch Sch O) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME JOHN S. PICCONI, Esquire FIRM NAME (If Applicable) LAW OFFICES OF JOHN S. PICCONI TELEPHONE NUMBER (717) 533-6780 COMPLETE MAILING ADDRESS 339 West Governor Road, Suite 204 P.O. Box 252 Hershey PA 17033-0257 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Propert7 (Schedule E) 6. Jointly Owned Property (Schedule F) [~] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probata Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. 10. 11. 12. 13. (1) 94~200.00 (2) 50~131.00 (3) (4) (5) 12,304.31 (6) . 5~883.70 (7) ~ 37~ 136.20 Funeral Expenses & Administrative Costs (Schedule H) (9) Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) Total Deductions (total Lines 9 & 10) Net Value of Estate (Line 8 minus Line 11) Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) OFFICIAL USE ONLY (8) (11) (12) (13) 27,445.86 1,911.16 199~655.21 29~357.02 170,298.19 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 170,298.19 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9118 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18 Amount of Line 14 taxable at collateral rate 19. Tax Due 20. X __ (15) 127~278.29 X .045 (16) X .12 (17) 43~019.90 X .15 (18) (19) 5,727.52 $6~452.99 12,180.51 > · BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: , iSTREET ADDRESS dry Camp Hill 773 Poplar Church Road ISTATE PA Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) Credits/Payments A. Spousal Poverty Credit B. Prior Payments $15,200.00 C. Discount $609.03 Interest/Penalty if applicable D. Interest E. Penalty zip 17011 $12~180.51 Total Credits ( A * B + C ) (2) $0.00 $o.o0 Total Interest/Penalty ( D + E ) (3) If Line 2 is greater than Line 1 * Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable/o.' REGIS TEt OF WILL S, AGENT $15~809.03 $3~628.52 $0.00 $0.00 $o.oo 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; ........................................ [] [] c. retain a reversionary interest; or ...................................................................................................... [] [] 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?. .............................................................................................. [] [] 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? ................. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary 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. Under penalties of perjury, I declare that I have, exarnine~. ~is .mt.urn, in. cludi.n.~ .an. com..panyi.ngL~c.hedules an~ state .m?_n~_,?_n_,d__to the best of my knowledge and belief, it is lrue, correct and complete. D,3C__.!~m'tio~ of prepa,-er other than the persona representauve ,s ~)asea on all i~'l~'orrl)a~lco ol wnlcll preparer nas any Know,ragu. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS~TH~ SIGNATURE OF PR ,~.~1~(..~. AN F · DATE · 10/01/02 ADDRESS JO,,H~ S/~CCON I,"L:~quire 3,39 We~t Governor Road~ Suite 204~ P.O. Box 252, Hershey PA 17033-0252 / / For dates of dea~Lg~'or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 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% [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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ~-V-1502EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECED[NT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER ZIMMERMAN. M. ALICE A/K/A ZIMMER;MAN, MINNII~ A. 21 02 027(~ All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is joinfly..owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. $94,200.00 773 Poplar Church Road East Pennsboro Township, Cumberland County Camp Hill, PA 17011 Tax Parcel No. 09-19-1592-012 (See Deed and Tax Statement copies attached) Assessed Value: $104,190.00 Actual Sale 05/28/02 - $94,200.00 TOTAL (Also enter on line 1, Recapitulation) $ 94~200.00 (If more space is needed, insert additional sheets of the same size) REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OE(;I~DENT SCHEDULE B STOCKS & BONDS ESTATE OF ZIMMERMAN. M. ALICE NK/A ZIMMERMAN. MINNIE A, All property joinlly-owned with right of survivorship must be disdosed on Schedule F. FILE NUMBER 21 02 0;~76 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. $39,387.00 KIMBERLY-CLARK CORPORATION - Common Stock 624 Shares (see Stock Broker's Date of Death valuation letter copy attached) U.S. SAVINGS BONDS - Series EE (5) Face Value $1,000.00 each (See Date of Death valuation computer printout attached) TOTAL (Also enter on line 2, Recapitulation) i $ $10,744.00 50~131.00 (If more space is needed, insert additional sheets of the same size) REV-1508 EX * (1-97} ~ COMUONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEOENT SCHEDULE E CASH, BANKDEPOSITS,& MISC. PERSONALPROPERTY ESTATE OF FILE NUMBER ZlMMERMAN. M. ALICE A/K/A ZIMMER;MAN, MINNII~ A, 21 02 0276 Include the proceeds of litigation and the date the proceeds were received by the estate. All prope~ joinOy-owned wi~ the dght of sun~ivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION Miscellaneous Household Furnishings (estimated) Cash on Hand at Death PNC Bank Checking Account No. 51-4020-7436 (See Bank Date of Death verification letter attached) Erie Insurance Group - Premium Refund (See check copy attached) Comcast - Cable Refund (See check copy attached) AARP Payment (See check copy attached) PA Department of Revenue - Property Tax Rebate for 2001 (See check copy attached) Real Estate Sales Tax and Sewer pro-rations credits Healthsouth (Refund) (See check copy attached) VALUE AT DATE OF DEATH $1 ,ooo.0o $7,000.00 $1,475.92 $309.00 $39.86 $22.06 $500.00 $333.47 $1,624.00 TOTAL (Also enter on line 5, Recapitulation) $ 12r304.31 (If more space is needed, insert additional sheets of the same size) REV-1509 EX +(?-97) ,~ COMMONWEALTH OF PENNSYLVANIA INHEffiTANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE F JOINTLY-OWNED PROPERTY ZIMMERMAN. M. ALICE NK/A ZIMMERMAN. MINNIE A, If an asset was made joint within one year of lhe deeadent's date of death, If must be reported on ~chedule G. FILE NUMBER 21 02 0276 SURVIVING JOINT TENANT(S) NAME A. Phillip L. Fromm c ADDRESS 248 Center Street Millersburg, PA 17061 RELATIONSHIP TO DECEDENT friend JOINTLY-OWNED PROPERTY: 1~.~ I ~-R DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Inctude name o( financial institufi(m and ba~k account number or similar idefllJf,/ing number. Attach DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT deed for joinlyhelcl real estate. VALUE OF ASSET INTEREST DI:CE_nEN'PS INTERE$ 1. A. 9/4/72 U.S. Savings Bond 2,494.20 50. 1,247.1C :D 100 228 950 E ($500.00 Face) 2. A 4/9/74 U.S. Savings Bond 2,327.40 50. 1,163.70 D 102 024 664 E ($500.00 Face) 3. A 2/25/75 U.S. Savings Bond 2,336.60 50. 1,168.30 D 104 058 016 E ($500.00 Face) 4. A 9/22/75 U.S. Savings Bond 2,318.40' 50. 1,159.20 D 104 776 535 E ($500.00 Face) 5. A 4/15/75 U.S. Savings Bond 2,290.80 50. 1,145.40 D 104 776 530 E ($500.00 Face) TOTAL (Also enter on line 6, Recapitulation) $ 5 / 883.70 REV-IS10 EX * (1-97) ~ COMM(~NWEALTH OF PE~I~S'~LVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER - ZIMMERMAN, M. ALICE A/K/A ZIMMERMAN, MINNIE A. 21 02 0276 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 ~s/es. DESCRIPTION OF PROPERTY % OF ITEM ~Na. UOE 3HE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEOENT/~10 THE DATE OF TI~SFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER ATFACH A COPY OF THE DEED FORREAL ESTATE. VALUE OF ASSET INTEREST (~,v,~uc,~.E) 1. U.S. Savings Bonds - Multiple Mixed (17 Bonds) $37,136.20 100. $37,136.2(: "P.O.D." to Phillip L. Fromm (friend) TOTAL (Also enter on line 7, Recapitulation) $ 37~136.20 (If more space Is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & 8. 9. ESTATE OF ZIMMERMAN. M. ALICE NK/A ZIMMERMAN. MINNIE,~, Debts of decedent must be repo~l on Schedule I. ITEM NUMBER FILE NUMBER 21 02 0276 FUNERAL EXPENSES: DESCRIPTION ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Pemonal Representative (s) DONALD E. SNEEDER Social Security Number(s) / EIN Number of Personal Representative(s) Street ^ddr~ss 75 West Mt. Airy Road c~ Dillsbur,q state PA Year(s) Commission Paid: 2002 Attom~Fees JOHN S. PICCONI, Esquire Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant N/A Zip 17019 Street Address City State Zip Rela~ship of Claimant to Decedent Probate Fees Register of Wills: Petition; JCP; Short Certs.; Renunciations; Release Accountant's Fees SMOKER SMITH & ASSOCIATES Tax Retum Preparer's Fees Cumberland Law Journal (Legal Ad) Patdot News Co. (Legal Ad) House Related Utility Bills and Real Estate Taxes post death through sale 5/28/02 Calvin Gates - Real Estate Commission House Sale Prep - Repairs Settlement Costs - Transfer Tax & Notary Registered Mail Fahnestock & Co., Inc. - Stock sale commission fee TOTAL (Also enter on line 9, Recapitulation) AMOUNT 10,000.00 11,500.00 315.00 500.00 75.00 162.61 536.11 1,000.00 1,793.52 946.00 12.98 604.64 27~445.8C, ADMINISTRATIVE COSTS I~'V4512 EX. (f -97] ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER ZIMMERMAN, M. ALICE A/K/A ZIMMERMAN, MINNIE A. Include unmimbursed medical expenses. 21 02 0276 ITEM NUMBER DESCRIPTION 1. Verizbn (telephone) o PAWC (water) J.C. Penney East Pennsboro Township (sewer) Health South (meds not covered by insurance) Pinnacle Health Med Svcs (meds not covered by insurance) TOTAL (Also enter on line 10, Recapitulation) (If more soace is needed, insert additional sheets of the same size) AMOUNT 28.23 16.83 55.00 80.10 1,624.00 107.00 1,911.16 REV-15~3 EX* (1-97) ~ COUUONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES E$iATE OF ZIMMER NUMBER I. 1. /lAN. M. ALICE A/K/A ZIMMERMAN. MINNIE A, NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) WILLIAM H. SNEEDER 2225 Gramtion Boulevard, Williamsport, PA 17701 DONALD E. SNEEDER 75 West Mt. Airy Road, Dillsburg, PA 17019 NOTE: Specific Bequests listed in Decedent's Will, i.e. Items II, III, IV not found at time of death and/or disposed of pdor to death. Son Son ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE FILE NUMBER 21 O2 027~ RELATIONSHIP TO OECEDENT AUOUNT OR SHARE Do Not ~_!~ Trt,~ee(_,s) OF ESTATE 50% of net residuary estate 50% of net residuary estate ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE N/A B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None TOTAL OF PART I! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0, 00 ~ed~855~10cTe2 0eliver 020CT~A~ 464 USA Airbill Express Number Date' ~~-~-~4''~ ~' Fe~dL T~acking Number ~ Sende(, ~ F~ , . ~ ', c%'.~'"L~W o~cs OF jo~ s pxcc~l AUdre~ 33~ N ~VERNOR RD ~TE 204 8286 8999 5960 ss Packa e Sewice' - Packages up to 150 Ihs, 4a F.~re g Delivery commilment may be later in some areas. edEx Priority Overnight F~ FedEX Standard Overnight [~ FedEx First Overnight xl business morning - ~ Next business ~ftem(~n Earliest nex[ business morning d~ d e~ive n/to select locations c.c~v HERSHEY State PA ziP 17033 Z Your Internal Billing Relerence [] FedEx2Oa'/ [] FedEx Express Saver Second business day Third business day ~ FedEx Ear,ope rate not available. 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SRSaRev Date ~2/OOePa~ #155918S- ©199a-200~ FedExePRINTED IN USA Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of M. ALICE ZIMMERMAN also known as MINNIE A. ZIMMERMAN , Deceased DONALD E. SNEEDER, Executor and No. 2002 00276 Date of Death 3/6/02 Social Security No. 180-09-5204 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. INVe verify that the statements made in this inventory are true and correct. INVe understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relatiru3..Io-u~sworn falsification to authorities. Name of ' ~ Attorney: JOU,~. P1CCONl~.l~quire ; DONALD E. SNEEDER I.D. No.: /,~0,~/~ / Address: ( 33,,9,Z-,Nest Governor Road, Suite 204. P.O. Box 252 -'Hershey PA 17033 75 West Mt. Airy Road, Dillsburg, PA 17019 Dated 9/13/02 Telephone: (717) 533-6780 Description Value REAL ESTATE Schedule "A" PERSONALTY Schedule "B" Schedule "E" (Attach Additional Sheets if necessary) Total $94,200.00 $50,131.00 $12,304.31 $156,635.31 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 STATUS REPORT UNDER RULE 6.12 BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND , PENNSYLVANIA Name of Decedent: M. ALICE ZIMMERMAN NK/A MINNIE A. ZIMMERMAN Date of Death: File No. 3/6/2002 2102-0~76 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to the completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: YES X NO Date: 2. If the answer is "No", state when the personal representative reasonably believes that the administration will be complete: If the answer to No. I is "Yes", state the following: a. Did the personal representative file a final account with the Court? YES b. The separate Orphan's Court No. (if any) for the personal representative's account is: N/A NO X 8/12/2002 Did the personal representative state an account informally to the parties in interest? YES X _ NO 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. .... S~gnatur ~'~-- 339 West Governor Road, Suite 204 Address .... ., Hershey PA 17033 (717).533-6780 Tel. No. Capacity: . __ Personal Representative X Counsel for personal representative ~ BUREAU OF ZNDZVZDUAL TAXES INHERITANCE TAX DIVISION DEPT. 28060! HARRTSBURG, PA 17128-06D! JOHN S PZCCONZ ESQ J S PZCCON! LAN OFCS PO BOX 252 HERSHEY PA ~703:3 COMMONWEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLO#ANCE OR DZSALLOHANCE OF DEDUCTZONS AND ASSESSMENT OF TAX DATE 11-11-2002 ESTATE OF ZZMMERMAN DATE OF DEATH 0:3-06-2002 FZLE NUMBER 21 02-0276 COUNTY CUMBERLAND ACN ZOZ Amount Rem/ttad REV-lSd? EX AFP M A MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THZS LINE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-02) NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCTZONS AND ASSESSMENT OF TAX ESTATE OF ZIMMERMAN M A FZLE NO. 21 02-0276 ACN 101 DATE 11-11-2002 TAX RETURN #AS: (X) ACCEPTED AS FZLED ( ) CHANGED RE$~VATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSF APPRAZSED VALUE OF RETURN BASED ON: ORTGTNAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bends (Schedule B) (2) 3. Closely Held Stock/Partnersh/p Interest (Schedule C) (3) q. Mortgages/Notes Rsce/vabla (Schedule D) (q) E. Cash/Bank Dapos/ts/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) B. Total Assets APPROVED DEDUCTZONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/HLsc. Expanses (Schedule H) (9) 10. Debts/Mortgage L/ab/lit/es/L/ens (Schedule I) (10) 11. Total Deduct ions 12. Nat Value of Tax Return 9q~200.00 .00 .0O 5z88:3.70 (B) 27,qq5.86 NOTE: To insure proper cred/t to your account, subm/t the upper port/on of th/s fora w/th your 15. NOTE: 199,655.21 ll911.16 (11) 29.357.02 (la) 170,298.19 Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) Nat Value of Estate Subject to Tax (lq) If an assesseent was issued previously, lines 1~, 15 and/or 16, 17, .00 170,298.19 AMOUNT PAZD 15,200.00 1F PA/D AFTER DATE ~NDZCATED, SEE REVERSE FOR CALCULATION OF ADDZTZONAL ZNTEREST. (15) .00 X O0 = .00 (~6) 127,278.29 X Oq5= 5,727.52 (17) .00 x 12 = . O0 (18) ~:3,019.90 X 15 = 6,q52.99 (19)= 12,180.51 TOTAL TAX CREDZT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE 15,809.0:3 3,628.52CR .00 :3,628.5ZCR ( TF TOTAL DUE TS LESS THAN $1, NO PAYMENT *rs RE~UI'RED. *rF TOTAL DUE *rS REFLECTED AS A 'CRED*rT' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE S*rDE OF TH*rS FORH FOR *rNSTRUCTZONS.) reflect flgures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line lq. at Spousal rata 16. Amount of L/ne Zfi taxable Bt L/nsal/Class A rata 17. Amount of L/nB lq Bt S/bling rate 18. Amount of LLne lq taxable at Collateral~Class B rata 19. Pr/nc/pal Tax Due TAX CREDZTS: PAYMENT RECEZPT DZ$COUNT (+) DATE NUMBER *rNTEREST/PEN PA/D (-) 05-28-2002 CDO01226 609.0:3 18 and 19 will BUREAU OF ZNDZVZDUAL TAXES INHERTTANCE TAX DIVISION DEPT. Z80601 HARRTSBURG, PA 171Z8-0601 COHHONWEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT REV-1607 EX AFP (01-02) DATE 11-25-2002 ESTATE OF ZIHHERHAN DATE OF DEATH 05-06-2002 FILE NUHBER 21 02-0276 ':~ . ;!, ': COUNTY CUHBERLAND JOHN S PICCON! ESQ "' ACN 101 J S PICCONI LAW OFCS PO 80X 252 I Amoun~ RemL**md I HERSHEY P~,17035 H A HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit: ~o your account:, submi~ ~:he upper por~:ion of ~his for. wi~h your ~ax payeen~. CUT ALONG THIS LINE ~' RETA'rN LOWER PORTION FOR YOUR RECORDS *~ REV-1607 EX AFP (01-02) ~# INHERITANCE TAX STATEHENT OF ACCOUNT ~ ESTATE OF ZZHHERHAN H A FZLE NO. 21 02-0276 ACN 101 DATE 11-25-2002 THTS STATEHENT TS PROV/U=U TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAHED ESTATE. SHO#N BELO# TS A SUHNARY OF THE PRTNCZPAL TAX DUE, APPLZCATTON OF ALL PAYNENTS, THE CURRENT BALANCE, AND, TF APPLTCABLE, A PROJECTED TNTEREST F/GURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 11-04-2002 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): 12,180.51 PAYHENT RECEIPT DISCOUNT (+) DATE NUNBER INTEREST/PEN PAID (-) AHOUNT PAID 05-28-2002 11-06-2002 CDOO1226 REFUND 609.03 .00 15,200.00 3,628.52- ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDZTZONAL INTEREST. ( IF TOTAL DUE 1S LESS THAN $1, NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. TOTAL TAX CREDIT 12,180.51 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00