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Home My WebLink About03-23-05 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of LUCINDA ZIMMERMAN also known as LUCINDA R. ZIMMERMAN No.21 05 0091 , Deceased Date of Death 1/18/2005 Social Security No. 177-24-5574 MARGARET S. ERB, 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. l!We verify that the statements made in this inventory are true and correct. l!We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: GERALD J. SHEKLETSKI, ESQ. I.D. No.: 40486 Address: 414 BRIDGE ST., P.O. BOX E NEW CUMBERLAND MARGARETS.~~ ~ffi 0'\Il. Dated .&-~ ()~ PA 17070 Telephone: (717) 774~7435 Description PERSONAL PROPERTY Value 1,781.21 1. PNC BANK, N.A. CHECKING ACCOUNT #5000770905 REAL ESTATE NONE o c''') C',j Total 1,781.21 (Attach Additional Sheets if necessary) 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 " ~~ Q~ \ ~)..~ ~)",lt REV-l500 EX + (6-00) I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT w !;( ~-en (.l0::~ wQ.(.l J:OO (.l0::...l ~al c( DECEDENrs NAME (LAST, FIRST, AND MIDDlE INITIAL) ~ Z W C W () W C LUCINDA ZIMMERMAN A1K1A LUCINDA R. ZIMMERMAN DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) 01/18/2005 08/14/1908 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDlE INITIAL) ~ 1. Original Retum D 4. Limited Estate ~ 6. Decedent Died Testate (Altad1copyolWil) D 9. Litigation Proceeds Received o 2. Supplemental Retum o 4a. Future Interest Compromise (dale of death after 12-12-82) o 7. Decedent Maintained a Living Trust (AItad1 copyolTl\Jsl) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) "S~ .~ SJ . OFFICIAL USE ONLY FILE NUMBER 2 1 -0 5 0 0 9 1 ""COiiNiYCOO'E -YEA/l- - - NUiiER- - SOCIAL SECURITY NUMBER 1 77- 2 4 - 5 5 7 4 THIS RETURN MUST BE FilED IN DUPLICATE WITH THE REGISTER OF WillS SOCIAL SECURITY NUMBER o 3. Remainder Retum (date of death prior \0 12-13-82) o 5. Federal Estate Tax Retum Required Q.. 8. T olal Number of Safe Deposit Boxes D 11. Election to tax under See. 9113(A) (Attach Sell 0) .... z w c z o Q. en w 0:: 0:: o (.l THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS GERALD J. SHEKLETSKI ESQ. 414 BRIDGE ST. FIRM NAME (If Applicable) STONE LAFAVER & SHEKLETSKI P.O. BOX E TELEPHONE NUMBER 717-774-7435 NEW CUMBERLAND PA 17070 X _(15) X _(16) X .12 (17) X .15 (18) (19) z o t= <( ~ ::J a.. == o () ~ ~ 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT OFFICIAL USE ONLY z o ~ ..J ::J !:: a.. <( () w D::: 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprielolship (3) 4. Mortgages & Notes Receivable (Schedule 0) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) (6) 6. JoinUy Owned Properly (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (7) (9) (8) 1,781.21 10. Debts of Deceden~ Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under See. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 4,763.16 (11) (12) (13) 4,763.16 -2,981.95 (14) -2,981.95 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET ADDRESS 770 POPLAR CHURCH ROAD CITY I STATE I ZIP CAMP HILL PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount Total Credits (A + 8 + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty T otallnterest/Penalty ( D + E ) (3) 4. 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) 5. 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. (SA) 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) Make 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; ..................... ...................................................... D f&] b. retain the right to designate who shall use the property transferred or its income; ........................................ D f&] c. retain a reversionary interest; or ......_......................................... ...................................................... D f&] d. receive the promise for life of either payments, benefits or care? ....... ...............................-...................... D f&] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?................................... ........ .......... ...... .................... ............ .... D f&] 3. Did deCedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D f&] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................._............................. .... .......... ........ ........................ ...... D f&] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. D E ~ '~.r PA 17019 DATE: J,"'-- ~G/t:J~ ADD PA 17070 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 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 requ irements 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. LAS!r WILL AIJJ) DS~ OF LUCIDA R. ZDOIERHAII I, LUCINDA R. ZIMMERMAN, of the Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I devise and bequeath all of my estate of every nature and wherever situate in equal shares to my husband, FRANK ZIMMERMAN, and my husband's daughter, MARGARET S. ERB, or the survivor of them. ITEM II: I appoint my Executrix and her successors guardian of any property which passes, either under this will or otherwise, to a minor and with respect to which :r am authorized to appoint a guardian and have not otherwise specifically done so, provided that this ap- pointment of a guardian shall not supersede the right of ilny fiduciau in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. Page 1 of 4 ITEM III: I appoint my husband's daughter, MARGARET S. ERB, Executrix of this my last will. Should my husband's daughter, MARGA- RET S. ERB, fail to qualify or cease to act as Executrix, I appoint ~ husband's grandson, CHARLES F. SCHAFFER, Executor of this my last will. ITEM IV: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his/her duties in any jurisdiction. III lfIDBSS 'NBBRBOF, hand and seal this (j() I,.LUCINDA R. ZIMMERMAN, day of h- have hereunto set my , 1996. ,~i LUCINDA R. z~ SIGHED, SBALBD, PUBLISBBD and DBCLARED by LUCINDA R. ZIMMERMAN, the Testatrix above named, as and for her Last Will and Testament, and in the presence of us, who at her request, in her presence and in the each other, have subscribed our names as witnesses. Page 2 of 4 COMMONWEALTH OF PENNSYLVANIA: :SS: COUNTY OF CUMBERLAND : I, LUCINDA R. ZIMMERMAN, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instrument as my last will~ that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein con- . tained. d:-,-,~'tf<. ~ LUCINDA R ZIMMERMAN Sworn to or affirmed to and acknowledged before me by LUCINDA R. ZIMMBRMAH, the Testatrix, this ,JpJA day of h , 1996. NoIariBI &8 New~~~~ My Q...ldIoI. EllpinlsUM:h Zl. 1'iS1 . dNdcRl8 ~ '-I? ~ . . Not. Pub c COMMONWEALTH. OF PENNSYLVANIA : :SS: COUNTY OF CUMBERLAND : , () ^ - 1 we,~~ and 'jiufL j~ the witnesses whose names are signed to the attached or foregoing , instrument, being duly qualified according to law, depose and say that Page 3 of 4 we were present and saw TestatriX sign and execute the instrument as her last will; that Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight. of the Testatrix signed the will as witnesses; that to the best of our knowledge, the Testatrix was at that tilDe eighteen or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed >>-1A12hl j ./JJ,j~ witnesses, this 4tfUt day to and acknowledged before me by and ;f~.t /2,vn ~ , of , 1996. ~(j '12.~ ~ Not Pub c NDIariaI Seal New~~~ MyCtllI.I~. Ellpires MaIth Zl. r:J!Y . d Page 4 of 4 REV-15G8 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER LUCINDA ZIMMERMAN. AlK/A LUCINDA R. ZIMMERMAN 21 05 0091 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION PNC BANK, N.A. CHECKING ACCOUNT #5000770905 VALUE AT DATE OF DEATH 1,781.21 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1 781.21 r~o-~~-~~~~ ~~.~( f"T'I'..OHI-r- "+.I.G(bt:I ")"+:::>l:I ,.... . l:31/~1 ~ PNCBAl\K Febmary 4, 2005 Stone LaFave!' &: Shekletski Attn: Gerald J Sbekletslci 414 Bridge St. POBoxE New Cumberland, PA 11010 RE: Estate of Lucinda R. Zimmerman (Deceased) SSN: 177.24-5574 DOD: 01-18-2005 scp/al Dear Mr. SheJdetski: In response 10 your request for Date ofDeatb balances for the customer noted above, our records show the fonowing: Cheddw.g AecoUJd Account #5000770905 Established 06-14-1999 LUCINDA R. ZIMMERMAN DOD belance: SI,181.21 Non iDrerest bearing 8CCOWlt Please note that this office only provides date of death ~ fot deposit accounts (IRAs. ~ ~ and Savings accounts). We do DOt procca aay fiDaDdaI traDsaetioJas or proYMle ItatemeDtl. If you need assistaDce with. any ofthcse items, please call1-888-PNC-BANK. (1-888-762-2265) or stop by your local PNC Bank branch office.. Sincerely, ~~~ Erica L Schlegel 1-800-762.1775 P7-PFSC-04-F 500 FiTSt Ave. Pittsburgh PA 15219 Member' FDIC TOTAl P.12I1 REV-1511 EX + (12-99) . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LUCINDA ZIMMERMAN. A1K/A LUCINDA R. ZIMMERMAN FILE NUMBER 21 05 0091 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. PARTHEMORE FUNERAL HOME AND CREMATION SERVICES, INC. 4,269.16 1303 BRIDGE ST., NEW CUMBERLAND, PA 17070 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees GERALD J. SHEKLETSKI, ESQ. 400.00 3. Family Exemption: (If decedenfs address is not the same as cJaimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees LETTERS TESTAMENTARY 64.00 0 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. FILING FEE - PA INHERITANCE TAX RETURN 15.00 FILlNF FEE - PERSONAL INVENTORY 15.00 TOTAL (Also enter on line 9, Recapitulation) $ 4763.16 (If more space is needed, insert additional sheets of the same size) R!1I.151JEH_ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES NUMBER 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)) FILE NUMBER 1 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE 1. MARGARET S. ERB 20 BEAVER ST., APT. 106 DILLSBURG, PA 17019 STEP-DAUGHTER RESIDUE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) CERTIFICATION OF NOTICE UNDER RULE 5.6(al Name of Decedent: Lucinda Zimmerman a/k/a Lucinda R. Zimmerman Date of Death: January 18, 2005 Will No. 2005-00091 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court rules was served on or mailed to the following beneficiaries of the above captioned estate on January 31, 2005. Margaret S. Erb 20 Beaver St. Apt. 106 Dillsburg, PA 17019 Joy Ward 32 Main St. Shiremanstown, PA 17011 Doris Jane Cressler 2271 Earth Rd. Enola, PA 17025 William Auxer 1706 Sherwood Rd. New Cumberland, PA 17070 Notlce has now been glven to all persons entitled theret~ Rule 5.6(a). ~ VA #' '1 Date: Februarv 28, 2005 ~/ . Gerald ~/Shekletski, Esquire 414 Bridge Street New Cumberland, PA 17070 C) 717-774-7435 Capacity: Personal Representative :") ('>J x Counsel for Personal Representative r.>- if