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Home My WebLink About01-0029 /b~- "I REV-1500 . . f' COMMONWEALTH OF ~l. '~ PENNSYLVANIA i, 'ill8i, '\, DEPARTMENT OF REVENUE , "~ DEPT 280601 , ,;:;;:' .~ I' . "^,~R1SBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT OITICIA'- IISE O~II.Y y/ FILE NUMBER .2.. ~l... - _JL~ COUNTYCOOE YEA.R -.O..-.O..-2..~_ NUMBER I- Z W o W U W o IJECFDFNIS NAME (I ASi, FIRST, AND MIDDLE INITIAL) Zirrmeman Margaret M 11AIF~~/i~/~~-Y~M~__~_-_~__tTEO~BI~~J~!5~~Rl ' IIF Arr! ICA8LE) SURVIVING SPOUSES NAME (lAST, FIRST, AND MIDDLE INITIAL) N/A SOCIAL SECURITY NUMBER 165 - 5918 26 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER W I- x:~{/) 0"':< w"-u ,,00 0"'-' "-,,, "- '" LxI 1. Oli!-jif1;J1Rp.lllfll 1__14 Limited Esl;lle I-ill}. Decerlenl Difld Testate (^"l1dl r:flPY Of Willi I I 9. Uligilliol1 Procef!ds Received o 2. Supplementill Return o 4[1. Fulure Inleresl Compromise (dale 0' dellth afteI12.12-82) [J 7. Decedent Mainiajned a Living Trusl (Att~chcop~QllNs\, [J 10. Spousal Poverly Credit (date ordp!llIl between 12-31.91 and 1-1-95) o 1. Remainder Relurn (d~le ofdealh pOOr 10 12-13-82) o 5. Federal Estate Tax Return Required -.0.. 8. To\al Number of Sale Deposll Boxes o 11. Election 10 lax under Sec. 9113(A) iAUacl1 &h 0) I- Z W C Z o "- 00 W 0: '" o o THIS BECTION MUST BE CO NAME William L.Sunday__ PLETED. ALL CClRR!!:SP()NOE cl; A Oce, Nfl!!!!:, riAl: r...xI,NFO MATlON,sH()ULo.,aEt:l!f~ECTE,Oil'():i COMPLETE MAILING ADDRESS 39 West Main street Mechanicsburg, PA 17055-6230 rlf~M NAME (If ^(\l'lir~hl,.,1 (I) 10.4400.00 OFFICIAL USE ONLY (2) 13) -~~---_.. (4) (5) 60.00 (6) 47712.31 (71 (8) 152172.31 (9) 10024.20 (10) 798.39 Rei'll EstClle (Schedule A) 2 SInd;,; and Bonds (Schedule B) 3 Clo~ply Held Corporation. Partnership or Sole"ProprielOfsl1ip MmlW:lges & Noles Receivable (Schedule 0) z o ~ ::> t:: 11. <( U W lr:: 5. CClsh, B:mk Deposits & Misce"aneous Pmsonal Property {Schedule E} R Joi.lltly Owned Properly (Schedule F) L:.l Sepmale Billing Requested 7. Intel-Vivos Tmn~,{ers & Miscellaneous Non~Probale Property (Schedule G m L) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPliCABLE RATES z o !;i: I- :;J 11. ~ o u ~ 15 ^moHllt of lille 14 taxflble althe spousal lax fflle, or tmnsfers ImdfJr SfJc. 9116 (a)(1.2) "o~ 115) , ,0 45... 116} B T alai Gross Assets (lotallines 1.7) 9 Funela\ E'.I.penses & Admin'lslralive Costs (Schedule H) 10 DfJbls of Decedenl, Mor1gage liabilities. & liens (Schedule \) 11 Tot::.1 Deductions (Iotallines 9 & 10) 12 Nel V<llue of Estate (Ufle 8 minus U~e: 11) 13. Chmi!flule and Governrnenlal Bequesls/Sec 9113 Trusts for which an eledlon {o tax has not been made (Scl1edulfJ ./) 14. Net Value Subject to Tax (line 12 minus Une 13) (11) 10822.59 (12) 141349.72 (13) 0 141349.72 (14) 113 Amoun1 01 line 14 I;lxable ;It linea! rate 141349.72 6360.74 (17)__ (18) (19) 6360.74 17 An)\)\\nt of line 1~ lax:l\Jle;11 s'lbling rate _______._.._.__.~.___~_ x 12 18 ^molll\l of Une 1~ t;J'!;abte <It collateral rate x .15 19 Tax Due ?1l1 J CHECK HERE IF yoU ARE REQUESTING A REFUND OF AN OVERPAYMENT . Decedent's Complete Address: SllHI N)lJ'JIl~lhany village _____~_ 326 wesley D~ive~ Mechanicsbur-g CI1Y I STATE PA I ZIP17055 Tax Payments and Credits: 1~ T., Due (Page 1 Une 19) 2 Credits/Payments ^. Spousal Poverty Credit B. Prior Prlymenls C. Discount (1) 6360.74 ~~~~__~OO~25 __~~~294~~5. Tolal Credils ( A + B + C ) (2) 5895.00 3. lnleresVPenalty if applicable I) Interesl E. Pen.lty o o 4 TolallnteresVPenalty ( D + E ) Ir Une 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 (3) (4) (5) (5A) o B. Enler Ihe total 01 Une 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 465.74 o 465.74 5 If Line 1 f line 3 is greater than line 2, enter the difference. This is the TAX DUE. ^. Enter the interest on the tax dUe. ~.- "".l;~"~"~' "",~'~'c:-:'~;r-,w~'r;"'~~'!J,~'~~'):(';IilI~~"~J;~~~~r"l'.;"!'t'1f'~~t';~\7f41,Wip:~~~~'M.~~~no/!c'!n. PLEASE ANSWER THE FOllOWING QUESTIONS "V PLACING AN "X" IN THE APPROPRIATE BLOCKS *Except as an 1ncident of joint 1 Did decedent make a tr<:Ulsfer and: h' Yes No owner-s 1P . 0 rv1 * a retain the use or income of Ihe property transferred: ,.. ~ b. retain the right \0 designate who shall use the property transferred or ils income;.. . 0 [ZJ * c relain a reversionary interest; or... ... 0 [ZI * d receive the promise for life of either payments, benefits or care?.. ..................... .. 0 [Z] 2. If death occurred arter December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .... ....... 0 3. Did decedent own an Win trust for" or payable upon death bank account or security at his or her death? ............ D 4 Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ,... .. 0 ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN. []I []I * IJlldf'J p'!JI;'lllie<; 01 perjury, I n8r:1ml! II1<'1t 111;'lvI) e~mllinJ'd this return. induding accompanying schedules and slatements, and \0 the besl of my knowledge and belief, it is true, correcl and complete. DedmOlliollolpreparerothcr lh.,nlhe persollilllepresenlalive is based on all inlormation 01 which preparer has any knowledge. SIGNATURE OF PE 35 Golfview Road, SIGN^TURE OF PRE A I'H OlllEn THAN ~ 2001 ^,lDRESS PA 17011-2036 DATE August ~ 2001 ADDRESS 39 West Main Street, Mechanicsburg, PA 17055-6230 .,.-~ ',-": ,.,.....\'....,... . ;;'''l'::~~;['''';:'':7':'l!'''::l?-i~r!!f:;,,~':.;~1'';>'r~Wf1;~''f~'~'f\'';:-;~'~'!(~Il~~r~~i,~l\n-~~f,;:.~~~~ for drltes 01 death on or after July 1, 1994 and before January 1, 1995, Ihe tax rate imposed on the net value of transfers 10 or for the use of the surviving spouse is 3% 172 PS 59116 (.) (1.1) (ill For deltes of death on or elller Janumy 1, 1995, the tax mte imposed on the net value of transfers 10 or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. 1 he sti'ltute dO!!~_}lQLex_l;l.tJ1RJ a trill1sfer to a surviving spouse from tax, and the slatutory requirements for disclosure of assets and filing a tax return are still applicable even if the survivinl-j SPOUSf! is the only beneficiary For dates of death on or alter July 1, 2000: lhe tax rale imposed on the net value of transfers from a deceased child twenty-one years of age or younger al death to or for the use of a natural parent, an adoptive parent, or f1 stepp<Hent of Ihe chilrl is 0% /72 PS. 99116(a)(1.2)J. 1\1(> t.1X lflte imposed on the net v;'llue of tr<1f1sfers to or for ttle 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)1. 111e tflX mte imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)). A sibling is defined, under Section 9102, as an individu<ll who has at least one parent in common with the decedent, whether by blood or adoption. L f/~V.I'UL t.x+ p1.~5\ . . It...'.'...'\b~~ '. ~ COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN ___~_.___R.!~~g~_r:!..r.2.~CEDENT ESTATEOF- - SCHEDULE A REAL ESTATE FILE NUMBER 21-02-0029 Margaret M. Zimmerman ~_._-.~-..-- --..-.--..---------. -. (Property iointly-owned with Right of Survivorship must be disclosed on Sc:hedule F) All real estate should be reported at fair market value which is defined as the price at which property would be exchanged between a willing buyer and 0 willing seller, neither being compelled to_I~.~X,~~.~_!~I,..~_~~_~.~~in9 reasonable knowledge of the relevant facts. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH I. ALL THAT CERTAIN lot of land situate in the Township of Lower Allen, County of CUmberland and state of Pennsylvania, known and numbered as Lot No. 19, Block "N" on a Plan of Lots of Highland Park showing Blocks "M", "N", 0"0, P"p, "QU, uRn, "5" and "Tn, said plan being recorded in the Cumberland County Recorder's Office in Plan Book 4, page 98, said Lot No. Nineteen (19) Block "N" beginning at a point on the northerly line of Kelton Road at line of Lot No. 18, Block "N" on the hereinbefore mentioned plan; thence along said lot in a northerly direction one hundred eleven and one one-hundredths (111.01) feet to a point on the southerly line of Lot No.5, Block "N"; thence along said lot and line of Lots Nos. 4 and 3, Block "N" in a westerly direction eighty-one and ninety-one hundredths (81.91) feet to a point at line of Lot No. 20, Block "N"; thence along said lot in a southerly direction one hundred twenty-four and eighty-eight hundredths (124.88) feet to a point on the northerly line of Kelton Road; thence along Kelton Road in an easterly direction fifty-five (55) feet to a point, the place of BEGINNING. HAVING thereon erected a one story brick and frame dwelling house known and numbered as 1306 Kelton Road, Highland Park, Camp Hill, Pennsylvania. BEING the same premises which John S. Hollinger and Betty P. Hollinger, his wife, by their Deed dated July 25, 1960 recorded in the Recorder of Deeds Office in and for Cumberland County in Deed Book "Y", Vol. 19, Page 512 granted and conveyed unto Luther H. zimmerman and Margaret M. Zimmerman, his wife. The.said Luther H. Zimmerman died Noember 21, 1982 whereupon title vested solely in the said Margaret M. Zimmerman, the decedent herein. Assessed Value $100440.00 Valued at appraised value, copy attached $104,400.00 TOT AL IAlso enfer on line 1, Recapitulation) (If more space is needed, insert additional sheets of same size.) s 104400.00 REV.1508 EX + (1.117) *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21-01-0029 ESTATE OF Margaret M. Zirrmerrnan 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Elgin (Quartz) Watch $ 25.00 2. Costume jewelry 25.00 3. Clothing 10.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 60.00 REV.1509f~.('.97) '*' SCHEDULE F JOINTL Y.OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Margaret M. Zimmerman FILE NUMBER 21-01~29 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT{S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Doris M. r10sser 35 Golfview Road camp Hill, PA 17011-2036 Daughter B c. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Inc\OOe name of financial institution ami 'oaTlk. e<<:coUTIt number or similar identifyIng number. Attach DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deed forjoifltly-held realeslate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. ll/22;9S Assets held by Morgan Stanley Dean @ --- SI:a1le witter in Account 596-030889 in names 01 ~~, p'-er: of Margaret M. Zimmerman and Doris M. fran .., h-;11 Mosser JTWROS. Lyrdl ~ ~..... 300 shs Telcorn New Zealand q:a-ed !tier to SP ADS @ 18.15625 5446.88 50% 2723.44 ll/25/E 2as 500 shs MSDW/HD Reset per JI\'RJS 6% 02my 30 @ 9.90625 4953.13 50% 2476.57 345 shs Quest Communications Intl Inc. @ 40.609375 14010.23 50% 7005.12 200 shs American Home Products @ 58.484375 11696.88 50% 5848.44 450 shs Philip Morris @ 36.171875 16277.34 50% 8138.67 7 Units MITT 255 (Unit Trust @ 352.88 2470.16 50% 1235.08 $15M Bond Pittsburg SD BE 5.5% due 9/1/16 (<l 99..834 14975.10 50% 7487.55 ,,, ...,..,"" Money Market/Cash Balance 13997.21 50% 6998.61 Total held by Morgan Stanley Dean witter in Account 596-030889 in names of Margaret M. Zimmerman and Doris M. Mosser J1WROS 83826.93 50% 41913.48 - CARRIED E'ORWARD 83826.93 50% 41913.48 TOTAL (Also enter on line 6, Recapitulation) $ fir _~~~ ~.............~ .........,.1...... ,......~.. .........l,",...~...1 ...h...~.~ ...t fh... ...~....... ...:_...\ Rfv,~n;.\\-~!\ '.b SCHEDULE F JOINTL Y.OWNED PROPERTY COOTINUED COMMONWEALTH OF P'ENNSYlVAN)A INHERITANCE TAX RETURN RES!DENT DECEDENT FILE NUMBER 21-01-0029 ESTATE OF Margaret M. zi.rrmerman If an asset was made jolnl within one yellr of the decedent's date of dnlh, It must be Teported on Schedule G. SURVIVING-JOltH TENANllSI NAME ADDRESS REtA TIONSHIP TO DECEDENT ^ Doris 11. Mosser 35 Golfview Road Camp Hill, PA 17011-2036 Daughter B c JOINTLY-OWNED PROPERTY: LETTER ITEM FOR JOI~H IMBtR lE1'lIlNl DATE MADE JOINT DESCR1PllON OF PROPERTY Include name of financial institution and bank account number cr s\m\\ar ldeTllifying number. Atlach deed lorjoinlly-hetd real estate. DATEm:OEATH VA\..UE OF A$SEl "kOF DECO'S INTEREST DAlE. OF DEATH VALUE OF DECEOENT~INTEREST BRCUGBT FOOWARD 83826.93 50% 41913.48 L A 8/84 S10M United States Savings Bond, Series HH, issued August 1984 in names of Margaret M. Zimmerman or Doris M. Mosser with interest payable on Feb 1 and Aug 1 in possession of Doris M. Mosser at home of Doris M. Mosser at death of decedent. 10000.00 50% 5000.00 3. ^ 9/l0!97 Focus 50 Free Interest Checking Account #3100004296 in Waypoint Bank in names of Margaret M. Zimmerman and Doris M. Mosser Balance on Date of Death Accrued Interest 1597.66 o 50% 50% 798.83 o 95424.59 TOTAL (Also enler on line 6, Recapitulation) $ 47712.31 (If more space is needed, Insert additional sheets of the same s1ze) :'''''''H''';'',* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marqaret M. Zimmerman Debts of decedent must be reported on Schedule I. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-01-0029 ITEM NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: 1 Myers - Harner Funeral Home $ 3980.00 2. Camp Hill United Methodist Church - Funeral luncheon 150.00 B ADMINISTRATIVE COSTS 1 Personal Representative's Commissions Name 01 Personal Representative (5) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid' 2 Attorney Fees 5000.00 3 Family E;(emption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4 Probate Fees (See Item 9 Below) 5. Accountant's Fees 6 Tax Return Preparer's Fees 7 Central Penn Appraisals Inc - Appraisal (Real Estate) 275.00 8. PAWC - Water Bill 9.81 9. William L. Sunday I Esq. - Reimbursement for costs advanced 1/08/01 Register of wills - Probate and (1) Short Certificate $214.00 1/16/01 CUmberland Law Journal - Notice 75.00 2/02/01 The Sentinel - Notice 74.39 363.39 10. Register of Wills - Filing PA Inh Tax Return and Inventory 25.00 11. Charlyn Y. Guerriero - Notary Fees 16.00 CARRIED FOOWARD TOTAL (Also enter on line 9, Recapitulation) $ 9819.20 (If more space IS needed, Insert addItional sheets of the same sIze) 12. 13. 14. SCHEDULE H JiUiIERAL EXPENSES & ~STRATIVE COSTS (<nmNUED) BRCUGIlT FCRWARD Register of wills - Addtional Probate Fees waypoint Bank - Checks Reserved for Filing Account, Decree Awarding Real Estate, Certified copy of Decree, Recording Decree and Release, etc. 1Ul'AL (Also enter on Line 9, Recapitulation) $ 9819.20 35.00 10.00 160.00 Sl0024.2O ...~. U.I/.\$11E"X...\1.<13} '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Please Print or Type FILE NUMBER 21-01-0029 COMMONWEALTH Of PENNSYlVANIA INHERITANce TAX RETURN REStDENT DECEDENT ESTATE OF Margaret M. Zimmerman ITEM NUMBER DESCRIPTION AMOUNT 1. Check No. 424 dated 11/24/00 payale to Metropolitan Medical Inc. in the amount of $29.00 drawn on the joint bank account in Waypoint Bank (Item 3 SCh F) one-half of $29.00 Deductible 14.50 2. PAWC - Water Bill (Account payable) 9.81 3. Metropolitan Medical Inc. - Account Payable 55.00 4. PP&L - Electric Bill (Account payable - NOv) UGI Utilties - Gas Bill (Account Payable - NOV) 13.33 5. 88.00 6. Verizon - Bethany (Account payable) 11.39 7. Messiah Village - (Account payable) Messiah Pharmacy - (Account Payable) 450.00 8. 40.41 9. PA Department of Revenue - 2000 Personal Income Tax (Final Retur ) 115.95 TOTAL (Also enter on line \0, Rec.cpituia'ion) (If more space is needed, insert additional sheets of same size.) $ 798.39 REV-15,3 EX. (1-97] '* SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Margaret M. Zimerman FilE NUMBER 21-01-0029 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE ~UMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not list Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS (include ouloghl spousal dislobulions) 1. Melinda R. Stumpf Granddaughter $10000.00 2. Doris M. Mosser Daughter Residue of Estat 35 Golfview Road and all joint Camp Hill, PA 17011-2036 property ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, 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. NONE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. NONE TOTAL OF PART n. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ NONE e (If more space is needed, insert additional sheels of the same size) PETITION FOR PROBATE and GRANT OF LETTERS Register of Wills for the Deceased. County of Cumberland in the Social Security No. 165-26-5918 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(~, who is/arK 18 years of age or older an the execut rix in the last will of the above decedent, dated December 15 and codicil(s) dated No. To: 21-01-0029 Estate of Margaret M. Zimmerman also known as named ,19~ (state relevant circllmstances, e.g. renunciation, death of executor, etc.) DeceOOent was domiciled at death in Cumberland h pr last family or principal residence at 1'5 Wp!'llpy nrivp, CUmbGrland County, pennsyluania. (list street, number and muncipality) County, Pennsylvania, with f.owpr Allpn Town~hip, Deceodent, then qq years of age, died Nov~mhPr '5 at Messiah Villaqe, Upper Allen Township, Cumberland County, PA Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: None . DeceRdent at death own~d 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 situated as follows: 1306 Kelton Road, Highland Park, Ounberland COlmty, Pennsylvania , ~ 'O()() , $ undetermined $ N/A $ N/A $ UndetQrmined Lower Allen Township. WHEREFORE, petitioner(x) respectfully request(s) the probate of the last will xKa:xoodioi)(1) presented herewith and the grant of letters testamentary (testamentary; administration c. La.; administration d. b.n.c. La.) theron. V> ~ '" u ::: '" ." ~ 'v;~ "'.... 0.:'" c: .,,0 C'O cd';:: ~&:: '" '- ~o ~ <= OIl Ui ,} ~tulLt 17) . .~~ Doris M. Moss 35 Golfview Road C~mp Hill! pA 17011 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF _.CUMBERLAND The petitioner()ll) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner~ and that as personal represen- tative(1f) of the above decedem pedtioner(~ will well and truly administer the estate according to law. ~~S~'M~n/ Sworn to or affirmed and subscribed { before me this 5th ___ day of , JANUA~ ~2001 7/7 ( ;~/€?~NJ~~~f/ en OQ' ;:s ~ ... t::: ;;: ~ No. 21-01-0029 Estate of Margaret M. Zimmerman , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JANUARY 8 x;:.2~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, lT IS DECREED that the instrument~) dated December 15, 1982 described therein be admitted to probate and filed of record as the last will of Margaret M. zimmerman and Letters Testamentary are hereby granted to Doris M. Mosser Probate, Letters, Etc. ......... Short Certificates( ).......... .l{-pag~s KeIfUn"Clation ................ JCP $ $ $ $ 5.00 TOTAL _ $ 214.00 . . .J.8:1f'f~.r.y'. ?.'. .~~~.1.. .... . . . ... . .. 200.00 3.00 6.00 l_ ~ 7~)2R/a> . - k-jRn,-/./2~j/r..\')/'-CL ~,e;;/' ./ ( /Register of Wills / ,~~~~ William L. SlJnQay 4 ATTORNEY (Sup. Ct. l.D. No.) 39 West Main Street Mechanicsburg, PA 17055-6230 ADDRESS FEES Filed (717) 766-9622 PHONE Hl0'5.HO"j REV ')!R() This is to certify that the information here given is correctly copied from an original cenitlc:lte of death duly flied with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filll1g. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. t&MfJ 7?C ~7 - Local Registrar Fee for this certificate, $2.00 p 6920636 NOV 2 ~ lOOO Date 21-01-0029 A.v, 2111 COMMONWEALTH OF PENNSVlVANIA . OEPARTMENT OF HEALTH' VITAL RECOROS CERTIFICATE OF DEATH NAME OF DECEDENT (FI'St_ MIda&8. L_) I. Margaret M. zimnennan SEX a. Female SrAlE '....f NUIr.t8E.A SOCIAL seCURITY NUMBER ,. 165 26 5918 AGE Il... Bo<1N>ay) UNDER 1 YEAR _ 00.. UHDER I DII/I - 1M...... BIRTHPlACE (Coty ar.d Slala or fcte.gn Counuvl P\.ACE OF DERH (Ct>edl of\ly l)(\6 -- '>eI' lfl$lrucloOf'S on omel SMje) HOSP1lAl.' OTHER, ......... 0 ER/OuIoOI_ 0 00< 0 ::::::a ~ '0. Whi te SUR\/IVING SPOuSE " wfe. ONe 1"l'\aIOef'I1\M'ItI) 99 Y... Harrisburg, PA T. FACllrrY NAME (W not lOil4lJk)r\. 'i)'It. *"' and f"IUlTlberl COUNTY OF DERH CUmberland Ie. DECEDENT'S USUAl. OCCUAVION (Gi~)undI d wotk (1C)r-.I dunng moll ~\e'r,.....ll l1L 11a. OECEDENT'S MAIlING AOORESS (51<.... c~. SIoIo. ~",C_, 326 Wesley Drive Mechanicsburg, PA 17055 ". FRHER'S NAME (h.. _. l"l _ DECEDENT EVER IN US ARMED FORCES? YolO ~ DECEDENT'S EllUCRION h E_......~ ...8trlCl-'2) Pennsylvania DicI - IM"a Cunberland _1 ITd,o :"'--::-:::::.. MOTHER'S NAIoIE (F.... _. _ Suloamel MARllAl. STRUS._ Never Uartied. Widowed. Dftoo<ced~ 10, Widowed 1ToiCt.., __.. Lower Allen "'" DECEDENT'S ACTUAl RESIOENCE _uc...... on 0Ih81 Sldel 11.. Slate 111.. - __so...o II. Mary A. Fetrow INF~'scgi1~:'Rr~~ca~~i/lf11l, PA 17011 PlACEOFOl_ION'_"~,C,_ lOCAllON ,C~, _, Z1p~ ..011Io<-. George May Ibris M. Mosser lICENSE NUIIIIER Ub. 012755-L 21.. Rolling Green Mem. Pk. NAME AHOAOORESSOF FAClUTY 22c. Myers-Harner FH, LICENSE NUMBER a~P Hill, PA 17011 1903 Mkt.St., CH, PA 17011 ORE S1GNEO _.Dov. -, 2 . Uc. w.s CASE REFERRED TO MEOlCAl. EXAMINERlCORONER? .....0 ..n ....DlAla CAUH (FII\aI c*'- or CQnd4.on r-..k1g III 0Uilh)-----.. .. r,::. .fv/e H- I Approaimat. I rieNMbMwMn : onMI and dNIh I I I PART": OIhIrligniftcMl~~CQdMth,b&Il not...1UIing in..... undIrIying '*- gMfn .. PART I. ~..-- W_-.gIO_ CAIde-. ~ UNDERLYING ~(lMuMOf""'Y f\III~"""'" laangltl()M.l'\)LAlT DUEt;;~jfc~'t.,{Nt! ::; I DUE TO (OR'S' CONSEaUENCE Of\' C. H (-' lb. .. cO vi....... .e......l:,ol/ DUE TO lOR os "CONSEQUENCE Of) WOS AN AlIlOPSY WERE AvroPSY FINDINGS IoIAHNER OF DEATH llATE OF ""UAY I'ERFORIolED1 -.lA8l.E PRlOA TO (MOt1lh.Oay. ""at) COMPlETION OF CAUSE ~ 0 OF OEAJ'H? ....... Homicide -- 0 _~iOn 0 .... 0 ...g] .....0 NoD Sole.... 0 Could not be detamllr.-d 0 llYE OF INJURY INJURY R WORK? DESCRIBE HOW INJURY OCCURRED. '\'eo 0 NoD .PAQNOUNCIHG AND CPTI''YtHQ PH'i'StCI,," (P'hySICetl bOCh O)Ionounc"'g cJealh M'ld cef'Myll"lg 10 cause 01 OIIaltll To.... Net of my llnow~g., d...th occurred oil ....1kMi, dale. and P'K., and du.\G the c..UM(a) and manMf.. a..ted.. M. aa.. 2tD. a. CEllTIPlEA ,Check onty OM) .cunV=V1MO PHYSICIAN (PhySIC"'" cer1llyl09 cause ~ death when oVlClthef phVSIC'~ has pronounced dealtl a.no c~ttd It ern 23) Tolhtbnto.myknow'-dge...u.occurreddueto...cau..C.).ndm.nn.r.....'IId.. -...... ,.................. ~ ...EDICAL EXAMINER/CORONER On the b..i. 0' ...mloallol1 andJ<< lnv..tlg.lion, in my opinion, d..th occurred .t the time. dat., and place, and due'o the UUH(') and Jl.~.nnet .. .'.'ad. . . . . . . . . . . .. ..... . . . . . . . . ~ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . REGIST~ SIGNATURE ~M~_ ~ /'C. "l"~' ~I ~-/( I 3> o fA '7....., 'J> :l4. ..:; ~ ,?",..., ARNOLD, SLIKE Be BAYLEY AITORNEYS AT LAW al08 MARKET I!lTBEIlT CAI<lP HILL,PENNSYLVANIA 11011 21-00-0029 LAST WILL AND TESTAMENT OF HARGARET 1'1. Z HlMERM..1\N I, MARGARET M. ZIMMEP~~N, of Lower Allen 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 the sum of $10,000 to my granddaughter, Melinda R. Stumpf. III - I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate unto my daughter, Doris H. Mosser, if living, and if not, to my said granddaughter, Melinda R. Stumpf. IV - I appoint my daughter, Doris M. Mosser, Executrix of this, my Last Will and Testament. Should my said daughter fail to qualify or cease to act as such, then I appoint my grand- daughter, Melinda R. Stumpf, to act in this capacity. Neither of my personal representatives shall be required to post bond in this or any jurisdiction. 11{ 7~?m-nu'--' Page 1 ARNOLD, SLIKE & BAYLEY ^TIORNEYS ^T lAW CAMP HILL,PENNSYLVANIA 11011 IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the 1$1)1 ~~4iSL, 1982. day of , 1fr-V-~~EAL) . rgaret 1. Zimmerman Signed, sealed, published and declared by MARGARET H. ZnmERHAN, Testatrix therein named, on this and one (1) other sheet 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. 9~ )y, ~ Name Camp Hill, Par Address ~/~/l~ -71 /~ Name / Camp Hill, Par Address Page 2 ARNOLD, SURE & BAYLEY ATIORNEYS AT LAW CAMP lfll.-l.-,PENNSYI,VAl'fLO. l'l'OIl COHHONWEALTH OF PENNSYLVANIA) SSe COUNTY OF CUMBERLAND) 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. q~~- 9~/:L~ ~-71' ~~ wi tness / Subscribed, sworn to and acknowledged before me by the testatrix, and subscr~ed and sworn to before me by both witnesses, this /.::5'7' day of December , 1982 /~rJ / 1 ~~~~. / Notary Public Thelma S. McCauslin, Notary Pubfic Mv C .. Ofnm'sslon Expires JulV I. 1984 Camp Hill, PA Cumberland (0IIlIy 13-23-0545-204 IN RE: ESTATE OF MARGARET M. : IN THE COURT OF COMMON PLEAS OF ZIMMERMAN, LATE OF THE : OF CUMBERLAND COUNTY, PENNSYL VANIA TOWNSHIP OF LOWER ALLEN,: ORPHANS' COURT DIVISION COUNTY OF CUMBERLAND,: NO. 21-01-0029 ST ATE OF PENNSYLVANIA DECREE AWARDING REAL EST ATE AND NOW, this ~?- day of "'V,JttJ - . , A.D., 2001, at _,__' o~c1ock, ~.m., E.S.T., it appearing that The First and Final Account and Proposed Schedule of Distribution of Doris M. Mosser, Executrix under the Last Will and Testatment of Margaret M. Zimmerman, late of the Township of Lower Allen, County of Cumberland and State of Pennsylvania, have been duly filed and advertised in accordance with law and Rules of Court, and the said First and Final Account and Proposed Schedule of Distribution have been confirmed by the Orphans' Court Divisions of the Court of Common Pleas of Cumberland County, Pennsylvania, on November 27, 2001, and it further appearing that the said executrix has in her Proposed Schedule of Distribution claimed credit for the distribution of the following described real estate in kind to Doris M. Mosser. NOW THEREFORE, it is ordered, adjudged and decreed that the following described real estate be and hereby is awarded to Doris M. Mosser. ALL THAT CERTAIN lot of land situate in the Township of Lower Allen, County of Cumberland and State of Pennsylvania, known and numbered as Lot No. 19, Block "N" on a Plan of Lots of Highland Park showing Blocks "M", "N", 0"0, P"P, "Q", "R", "S" and "T", said Plan being recorded in the Cumberland County Recorder's Office in Plan Book 4, Page 98, said Lot No. Nineteen (19) Block "N" beginning at a point on the northerly line of Kelton Road at line of Lot No. 18, Block "N" on the hereinbefore mentioned Plan; thence along said lot in a northerly direction one hundred eleven and one one-hundredths (111.01) feet to a point on the southerly line of Lot No.5, Block "N"; thence along said lot and line of Lots Nos. 4 and 3, Block "N" in a westerly direction eighty-one and ninety-one hundredths (81.91) feet to a point at line of Lot No. 20, Block "N"; thence along said lot in a southerly direction one hundred twenty-four and eighty-eight hundredths (124.88) feet to a point on the northerly line of Kelton Road; thence along Kelton Road in an easterly direction fifty-five (55) feet to a point, the place of BEGINNING. HA VING thereon erected a one story brick and frame dwelling house known and numbered as 1306 Kelton Road, Highland Park, Camp Hill, Pennsylvania. BEING the same premises which John S. Hollinger and Betty P. Hollinger, his wife, by their Deed dated July 25, 1960 recorded in the Recorder of Deeds Office in and for Cumberland County in Deed Book "Y", Vol. 19, Page 512 granted and conveyed unto Luther H. Zimmerman and Margaret M. Zimmerman, his wife. The said Luther H. Zimmerman died November 21, 1982 whereupon title vested solely in the said Margaret M. Zimmerman, whose Estate is the Grantor herein. The Recorder of Deeds is directed to record this Decree among the Deeds in his official custody and to index the same in the Grantor Index against the ESTATE OF MARGARET M. ZIMMERMAN, AND IN THE Grantee Index to DORIS M. MOSSER pursuant to the Probate, Estates and Fiduciaries Code of 1972, Chapter 35, Section 3536. '., BY THE COURT, If':/, / .l< . .. //../ /1' 4'~M~ '-- /" ...../ I hereby certify that the residence and Post Office address of Doris M. Mosser, the Grantee, is 35 Golf View Road, Camp Hill, PA 17011. Judge ,2001. Attorney for Grantee 2001 21-01-0029 THE FIRST AND FINAL ACCOUNT OF DORIS M. MOSSER, EXECUTRIX UNDER THE LAST WILL AND TESTAMENT OF MARGARET M. ZIMMERMAN, LATE OF THE TOWNSHIP OF LOWER ALLEN, COUNTY OF CUMBERLAND, AND STATE OF PENNSYLVANIA, DECEASED. Date of Death: November 25, 2000 Date Letters Testamentary issued: January 8, 2001 Dates Letters Advertised: Cumberland Law Journal- January 19,26 and February 2, 2001 The Sentinel- January 12, 19 and 26, 2001. PERSONAL TY PRINCIPAL ACCOUNT DEBITS Accountant charges herself with the Personal Property set forth in the Inventory filed in the Office of Register of Wills in and for Cumberland County in the amount of: Accountant also charges herself with the following: Nov 24-Dec 18 Doris M. Mosser - Payment of debts from joint account Prior to Probate 2001 Peb 12 Doris M. Mosser - Advancement by Executrix and sole Residuary legatee and devisee to pay debts and pecuniary Bequest CARRIED FORWARD $ ~,_J $ 60.00 298.88 10000.00 10358.88 PERSONALTY PRINCIPAL ACCOUNT DEBITS (Continued) BROUGHT FORWARD $ 10358.88 2001 Oct 9 Doris M. Mosser - Advancement by sole residuary Legatee and devisee to pay administrative costs and Pecuniary bequest in full to preserve Real Estate for A ward in kind to the sole residuary legatee and devisee. 12500.00 TOTAL PERSONALTY PRINCIPAL ACCOUNT DEBITS $ 22858.88 PERSONALTY PRINCIPAL ACCOUNT CREDITS Accountant asks credit for the following: 2000 Payment of the following debts from Joint Bank Account prior to probate: Nov 24 Metropolitan Medical Inc. - Outstanding check $ 29.00 30 PAWC - Water bill (Automatic withdrawal) 9.81 Dec 5 PP&L Utilities - Electric (Account Payable) 13.33 5 Metropolitan Medical, Inc. (Account Payable) 55.00 6 UGI Utilities (Account Payable) 88.00 7 Maureen Hooper - Nurse (Thank you) 25.00 7 Verizon (Account Payable) 11.39 14 Employees Christmas Fund (Thank you) 25.00 18 R.M. Kennedy (Account Payable) 42.35 Total payments from Joint Account prior to Probate $ 298.88 CARRIED FORWARD $ 298.88 PERSONALTY PRINCIPAL ACCOUNT CREDITS (Continued) BROUGHT FORWARD $ 298.88 2001 Feb 12 Register of Wills, Agent - P A Inheritance Tax on Account 5600.25 20 Waypoint Bank - Checks 10.00 Mar 23 Waypoint Bank - Service Charge 4.00 Apr 23 Waypoint Bank - Service Charge 4.00 May 23 Waypoint Bank - Service Charge 4.00 Jun 22 Waypoint Bank - Service Charge 4.00 Jul 23 Waypoint Bank - Service Charge 4.00 Aug 7 William L. Sunday - Reimbursement Costs Advanced 1/8/01 - Register of Wills - Probate $211.00 Short Certificate 3.00 $214.00 1/10101 - Cumberland Law Journal Notice 75.00 2/02/01 - The Sentinel- Notice 74.39 363.39 7 William L. Sunday - Partial Attorney's Fee 2500.00 7 Charlyn Y. Guerriero - Notary Fees 16.00 7 Register of Wills - Filing Fee 25.00 7 Register of Wills - Additional Probate Fee 35.00 7 Register of Wills, Agent - Balance PA lnh Tax 465.74 CARRIED FORWARD $ 9334.26 PERSONALTY PRINCIPAL ACCOUNT CREDITS (Continued) BROUGHT FORWARD 2001 Oct 25 William L. Sunday - Balance Attorney's fee Reserved for filing Account, Decree Awarding Real Estate, Recording Decree, etc. TOT AL PERSONALTY PRINCIPAL ACCOUNT CREDITS PERSONALTY INCOME ACCOUNT RECEIPTS Account charges herself with the following: 2001 Feb 23 Waypoint Bank - Interest Mar 23 Waypoint Bank - Interest Apr 23 Waypoint Bank - Interest May 23 Waypoint Bank - Interest Jun 22 Waypoint Bank - Interest Jul 23 Waypoint Bank - Interest Aug 23 Waypoint Bank - Interest Sept 21 Waypoint Bank - Interest TOTAL PERSONALTY INCOME ACCOUNT RECEIPTS $ 9334.26 2500.00 175.00 $ 12009.26 $ 3.56 3.34 3.31 3.26 2.89 2.62 2.05 .58 $ 21.61 PERSONALTY INCOME ACCOUNT EXPENDITURES Accountant asks credit for the following: TOT AL PERSONALTY INCOME ACCOUNT EXPENDITURES REAL ESTATE PRINCIPAL ACCOUNT DEBITS Accountant charges herself with the real estate described in the Inventory filed in the Register of Wills Office aforesaid in the amount of $ REAL ESTATE PRINCIPAL ACCOUNT DEBITS $ REAL ESTATE PRINCIPAL ACCOUNT CREDITS Accountant asks credit for the following: TOTAL REAL ESTATE PRINCIPAL ACCONT CREDITS REAL ESTATE INCOME ACCOUNT RECEIPTS Accountant charges herself with the following: TOTAL REAL ESTATE INCOME ACCOUNT RECEIPTS NONE NONE 104400.00 104400.00 NONE NONE NONE NONE REAL ESTATE INCOME ACCOUNT EXPENDITURES Accountant asks credit for the following: TOT AL REAL EST ATE INCOME ACCOUNT EXPENDITURES Oct 12, 2001 ADV ANCEMENTS Melinda R. Stumpf - Granddaughter - Pecuniary Bequest Doris M. Mosser - Daughter - Personal Property in kind: Elgin Watch Costume jewelry Clothing $ 25.00 25.00 10.00 TOT AL ADVANCEMENTS NONE NONE $ 10000.00 60.00 $ 10060.00 RECAPITULATION PERSONALTY: Principal Account Debits $ 22858.88 Credits 12009.26 Balance $ 10849.62 Income Account Receipts $ 21.61 Expenditures 0 Balance $ 21.61 21.61 REAL ESTATE: Principal Account Debits $104400.00 Credits 0 Balance $104400.00 $ 104400.00 Income Account Receipts $ 0 Expenditures 0 Balance 0 0 Total Distributable Estate $ 115271.23 Less: Advancements 10060.00 Balance in hands of Accountant for Distribution $ 105211.23 THE AFORESAID BALANCE CONSISTS OF THE FOLLOWING: Cash $ 811.23 Real Estate $ 104400.00 TOTAL $ 105211.23 The Ten Thousand ($10,000.00) dollar pecuniary bequest has been paid in full to the said Melinda R. Stumpf as set forth under Advancements. Doris M. Mosser the sole legatee and devisee of all the rest, residue and remainder of the Estate and the Accountant herein has and does hereby elect to take the Real Estate of the said decedent in kind and to facilitate the Award of the Real Estate in kind has advanced all of the funds required to pay the costs of administration, taxes, debts of the decedent and pecuniary bequest to Melinda R. Stumpf in full. No claims have been presented to the Accountant except those indicated in the Account as filed. ~ ~~ );YJ. 'r1 a44-VJ Doris M. Mosser, Accountant/Executrix and sole residuary Devisee and legatee STATE OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND On the ~day of ~~~/ ,2001, before me, the subscriber, a Notary Public in and for said State and County, personally appeared Doris M. Mosser, Executrix under the Last Will and Testament of Margaret M. Zimmerman, deceased, who, being duly sworn according to law, deposes and says that the facts set forth herein are true and correct to the best of her knowledge and belief. ~~ 'm.7r[~ Doris M. Mosser, Executrix -c?;---- It;'..' _ S0>J \ . ," , _ () Nc\~"" PI" J\le Charlyn y r,':J[\(;~_: ,,~;\~.i"'-' COe,nty k ',r 'I I-.Ir,r " l.......:I,J" Mechanics,.""', .~';--. rDO May 18,2.002 My Comrnis'ill,n c.Xpl C", r 'a A$soclatlon ot Nc'anes Member. p.;nnsylvcS\. ~ CERTIFICATION OF NOTICE UNDER RULE 5,6(a) Name of Decedent: Margaret M. Zimmerman Date of Death: November 25, 2000 Will No. 21-01-0029 Admin. No. To the Register: I certify that notice of (beneficial interest) 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 Fi'phrl1;.'lry l?" ?()()l Name Address Doris M. Mosser 35 Golfview Road, Camp Hill, PA 17011 Melinda R. Stumpf 127 winston Drive, Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None Date: February /;1. ,2001 Signature ~ 7~-f.f[ Name Wl'lll"am LSd . un ay vr:k,4j Address 39 West Main Street Mechanicsburg, PA 17055-6230 Telephone ( 711 766-9622 Capacity: _ Personal Representative -LCounsel for personal representative IMPOHTANT NOTICE NOTICE OF ESTATE ADlVlINlSTRATION TillS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERt'Y FROM TillS ESTATE OR OTHERWISE. !- Whether you will receive any money or properly will be deter- mined wholly or partly by the decedent's will. If the decedent died without a will, whether YOll will receive any money or prop- erty will be determined by the intestacy laws of Pennsylvania. BEFORE TilE REGISTER OF WILLS, COUNTY OF CUMBERL^ND, CM~L1SLE, P^ In re Estate of Margaret M. Zirrnnerrnan , deceased, Estate No. 21-01-0029 (Name and ^ddress) TO: I1od1'l M. M01'l1'ler 35 Golfview Road Camp Hill, PA 17011 Please lake notice of the death of decedent and the grant of lcHers to the personal representative(,*named below. The Decedenl Margaret M. zirrnnerrnan ,died on the ?5th day of November ,2000, at Cumberland County, Pennsylvania. The Decedent died testate (with a Will); or 'R~~H=K~OOOOkX*~H~k~~M~ The personal representative of the Decedent is (name, address and telephone number). Doris M. Mosser (717) 737-8041 35 Golfview Road Camp Hill, PA 17011 Q~L- ~ 12.d t/'-ay #-- ~./kL(r ~t7,tj/ ;J) ivtb, 'm. 'r7J.I2d4..o.J li\lI'OHTANT NOTICE NOTICE OF ESTATI~ AnMINISTHATlON TillS NOTICE nOES NOT I\IEAN THAT YOU WILL HECEIVI~ ANY !\IONEY OH I'HOI'EHTY FHOi\l TillS ESTATE OH OTHERWISE. Whelhcr Y\I" will receive any mOlley or pmperly will he deter- mined wholly or pattly hy the (lccedent's will. If the decedenl (lie(1 without a will, whether you will receive any lIl\lney or pmp- crly will he dc\el1nined hy the intestacy laws of Pennsylvania. BEFORE TilE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA In Ie Eslale of Margaret M. Zimmerman , deceased, Estate No. 21-01-0029 (Nallle and Address) TO: _____~__j.1el inQg_R'!__Ell::JJ!!lP~___ ~----- ---'---'~'--------~ -_..._-~---_._--------~--_._------_._-------_.~----~~- 127 winston Drive Mechanicsburg, PA 17055 ---~._-~-_..------~---'-------- --------...----..-------.------ ---._~~--,-----~-----~-~---- Plense lake \lolice of Ihe (lcalh or decedenl and the gmnl of klterl'> lo (he personal rcplese\ltative(,*llaJlletl below. ------~. ~-----_. ~---------~------- ---,-.--- -_._-_._--------~--------~-~-~~-- ~------_._--_.__._-'-_.--. ---- -.------.---.- --.----- -- ---,--- ---.-----...----.-- ._---_.._-.-,----- ._-_..__...._._-._-_.~----~~_.~ The Decedent Margaret M. Zimmerman , (lied on the day of November ,2000, at Cumberland Counly, Penllsylvania. ?r;th The Decedcnt died lestalc (wilh a Will); or 'N~~H~~~WOO~~~~~k~~~~ The pcrsonalrcprcscnlalive of Ihe Deccden' is (nallle, address alld telephonc IItlnlhcrl_ Doris M. Mosser ____(?J!J 737-8041 35 Golfview Road Camp Hill, PA 17011 RELEASE KNOW ALL MEN BY THESE PRESENTS, that I, Melinda R. Stumpf do hereby acknowledge that I have this day had and received of and from Doris M. Mosser, Executrix of the Margaret M. Zimmerman Estate the sum ofTen Thousand ($10,000.00) Dollars in full satisfaction and payment of all such sum or sums of money as bequeathed to Melinda R. Stumpf by Item II of the Will of Margaret M. Zimmerman. AND THEREFORE, the said Melinda R. Stumpf does by these presents remise, release, quitclaim and forever discharge the said Doris M. Mosser, her heirs, executors and administrators, of and from the said bequest, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or of any other act, matter, cause or thing whatsoever. IN WITNESS WHEREOF, I have hereunto set my hand and seal the \J'-l-h day of D U-thk! Signed, sealed and delivered in the presence of: ~q/~7 , A.D., 2001. '-1Y\.Q lk.r,[l (~ ,-{Z. ~C\.lh rt (SEAL) (SEAL) ST ATE OF PENNSYLVANIA COUNTY OF CUMBERLAND Before me, the subscriber, a Notary Public in and for said State and County, personally appeared Melinda R. Stumpf and in due form of law acknowledged the foregoing Release to be her act and deed, and desired that the same might be recorded as such. l7t DZ~SS my hand and seal this A,.;{~ day of CharI Mech3nICSl)~ ~, -'~_., :,-,:.:~,; '~"'~'" ~ G :;:Y)2 J t\r~Y Comrrnss\nn Cht-"" .;..,-' .\,~}. ' , - ----.-. --pro ''-'Y'I~;:lla A;,-~.;-~tiOi) ot \'~C'.;;'ll~S Member1 enll~ "c...l' Title ~ ~ )~-JOO- '/ ~~* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-24-2001 ZIMMERMAN 11-25-2000 21 01-0029 CUMBERLAND 101 WILLIAM L SUNDAY 39 W MAIN ST MECHANICSBURG PA 17055-1102 Allount Rellitted RE~.1547 EX .FP tl2-DDl MARGARET M MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=i54"j-E3f-AFP--fi'2:ooY-No'TIcE-oF-YNHEifiTANcE-'T-A'x-APPRA-isEifENT-;-ALioWANCE-OR'----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ZIMMERMAN MARGARET M FILE NO. 21 01-0029 ACN 101 DATE 09-24-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ( ) CHANGED (1) (2) (3) (4) (5) (6) (7) 104,400.00 .00 .00 .00 60.00 47,712.31 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: PAYMENT DATE 02-21-2001 08-13-2001 NOTE: RECEIPT NUMBER AA478058 CD000146 DISCOUNT (+) INTEREST/PEN PAID (-) 294.75 .00 (9) (10) 10,024.20 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 152,172.31 ]0.822 59 141,349.72 .00 141,349.72 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 6,360.74 .00 .00 6,360.74 6,360.74 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 798.39 (11) (12) (13) (14) .OOX 00 = 141,349.72 x 045 = .00 x 12 = .00 x 15 = (19)= AMOUNT PAID 5,600.25 465.74 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 171 2B-0601 RECEIVED FROM: SUNDAY WILLIAM L 39 W MAIN STREET MECHANICSBURG, PA 17055 -------- fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: SSN: 165-26-5918 FILE NUMBER: 21-2001- 0029 DECEDENT NAME: ZIMMERMAN MARGARET M DA TE OF PAYMENT: 08/13/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 11/25/2000 REMARKS: WILLIAM L SUNDAY, ESQ. CHECK# 99 SEAL ACN ASSESSMENT CONTROL NUMBER 101 TOTAL AMOUNT PAID: INITIALS: AC RECEIVED BY: REGISTER OF WILLS REV-1162 EX(11-96) NO. CD 000146 MARY C. LEWIS REGISTER OF WILLS AMOUNT $465.74 $465.74 ~.,. 0;/ , STATUS REPORT UNDER RULE 6.12 Name of Decedent: /141( I;ft p,.~ T 11 7, M- M~R.,NfIf/l;./ Date of Death: ~V~I'1Bl&<Z d:l-r ..;)1,000 , Will No. ~LJ(J J.- (J"O ~9 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached t~ this report_~~ IIcqodVT CCN~/J{MlitJ "!.:f7jtJJ. 1JJ!c.1fL1Z AI1/At(l),IIIU 1(lE~L t:s~A'1"F WAS ..9/~;LiD ~~I M!P ;:::;~J.. V.tS"T1tI8t.J;;r",/cQ (),t:: C$H 'W~. AI~:r'd ~J(5 /VI. lII~se< t;JH 1.;yI~/<rJ/ Date: tJc:.fCN:U! /~ ;;j(JtO.q ~br of rdtA('~/ S~gnature W, J" ), ;,9111 1-.. S U.Mt7..? Y Name (Please type or print) .39 j(/~~f' n,.-;.I,V S~ /1~c;~44//L91S0A:t5 Jl1 /.A:z~::r- ~ ,:(73z) Address / (717 ) 7b~ - 96 .:<..< Te l. No. Capacity: Personal Representative ~ Counsel for personal representative (MAH:rmf/AM3) and presented an ac~ount and statement of pr080sed distrubution, which were examined, passed, approved, and confirmed with a balance in his hands of $ 1 5,211.23 _ and the accountant was directed to distribute said balance in accordapce with the statement of distribution filed. o BERCANP FIRST AND FINAL ACCOUNT OF DORIS M MOSSER, EXECUTRIX, OF THE ESTATE OF MARGARET M ZIMMERMAN, LATE OF LOWER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED as the same were passed and advertised and remain on file and of record in this office. IN TESTIMONY WHEREOF, I have hereunto set my hand and official seal the date above. NOW TO WIT, NOV ')7 Mk7001 ,came into Court DORIS M MOSSER, EXECUTRIX / / co-- COMMONWEALTH OF PENNSYLVANIA) ~ sc; COUNTY OF CUMBERLAND \ - I, Mary C. Lewis, Clerk of the Orphans' Court, in and (~~;S&d{~flunty, do hereby certify the foregoing to be a true copy of the account and statement of proposed ~ist~\l-i..tthlt6f'~"_, DORIS M MOSSER, EXECUTRIX ....,., ..~ ~~.I. : C") -'. as full and ent!i:A~.t l~ame re~afrrQi1-file and record in this office.g '- !;" · . ." ~;~'." '.. - ~ , ~ IN TEST:1MONY WHEREOF,;l have hereunto set my hand and official seal at Carlisle', this 27th day of NOVEMBER ' .' f~ 2001 .. Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 4 Date: 10/08/2002 DORIS M MOSSER 35 GOLFVIEW ROAD CAMP HILL, PA 17011 RE: Estate of ZIMMERMAN MARGARET M File Number: 2001-00029 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 11/25/2002 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, /)"""",q.J'!l DP<J/d +t/~ MARY C. LEWIS ~ Llk REGISTER OF WILLS- ~~ cc: JFile Counsel Judge ~ '\' )( uJ N '" i; II: co l..t") 0 OJ r- -.:::t <!. <( 0 z ~ t- l- Ul Q. l- - <(< UJ -~ (.) aUl uJ ~o rx ~a ..J ZUl c:( zO - UlZ (.) 0.<( - t: U- te U- Ul 0 3: ~ -;-- --.-: -, uJ ffi :<: ~ u. ,.,." UJ flj x.. u) in ,.,. ,..J . i:? ~ Ci :;:) ..) 0 ~ In <( .rr . i' _I .:> " \~...\."l~ ,.,~/' ~~.~'!:~~., ~" <II .. .'. - . . -' .",", . i.~-~ : ~ .I. ..... ..,....... : ";J ~ ,,~- ~ ~,,".. \ , ," "'"~~ ,~ (~\- , " 'lJl !~?; ~; CO" - o:~ w UJ l-. cr > Gj o UJ C( ,-' c' .-. .0 .:(( D- .1- .4- :;:) o ~ <( <t '0 I- I- 4-~,.. UJo"'" z~o:UJ o(/)I-CO <((/)4-~ UJo:;:) ~oz <( ~ L~\ a:: _.l; In If) o \' -. "" .~ .... 0' If) \ .-0 ru \ tn ~ ..1') a: ~ ~ -r:. :.) ill sr. ~ _J ) ;C C t1. -.::1 (;1 '..'J \~j ..,. <l c~ Z (fl tfJ .J r- LJ LW .:r.cr: l- J U"J ~j l"-fZ :3 ,.... (t ;.-- -~ G: 83 :J.\F u<) l() 4- C:.- :..0 a: <i l!) ..... c-~ __ Ci OJ t; i:: c, 5 (} -2 \ <!. ~~ '(g G"~ ~:L uJ'i". Or'--t ~rJ uJ ~ 4- Z u..,~ o uJ ';( Cl M _J 0~ (", ~ _1 ? n ~3~. uJ -~ L1 4- Z 4- ::J 11l )- W UluJ>< g z;:)<( Zzl- 0 l\:uJ~ ro '" u..>:;) ~ :E o~g r-- :Cu..2. 4- 0 ljOCl G- o::. 4-r-Z . u.. ~~~og 0 u.I z:2:;)8ii\ :> ~\i:<(~~ iii ~4-W~a: 0 oG-a:G-a: u.I uJ:;)uJ4- 0::. L OOlXlO:C ,--- Z o ~ ~ a: o u.. ~ UJ ~ to ffi UJ :I: '3 f2 r (""~ ..... a:: ::J ;:n tD U .- Z <r ..... o () v CJ ." a ..J ,_"_NJ .- ". u.: Cl '-'., o ~" I ::::lUU (/) ~ C( <( ~ UJ a: ~ <( UJ (/) , , fJ r- " z uJ -, ~ru ~'---- 0- r:.J u.. o uJ ';( o , uJO ~C! o ~. ~O 4- ~ tii o 0. <'" r--- o a: t:J uJI co. ",-...0: 3rt! z uJ -' u:: \,~~ :c.j) \~j ';(~ uJ OM ~ :1 tL) Z ;:) o (.) t) w.l r. Inventory of the real and personal estate of Margaret M. Zimmerman deceased REAL ESTATE: ALL THAT CERTAIN lot of land situate in the Township of Lower Allen, County of CUmberland and state of Pennsylvania, known and numbered as Lot No. 19, Block "N" on a Plan of Lots of Highland Park showing Blocks "M", "N", 0"0, P"P, "Q", "R", "s" and "T", said plan being recorded in the Cumberland County Recorder's Office in Plan Book 4, Page 98, said Lot No. Nineteen (l9) Block "N" beginning at a point on the northerly line of Kelton Road at line of Lot No. 18, Block "N" on the hereinbefore mentioned Plan; thence along said lot in a northerly direction one hundred eleven and one one-hundredths (111.01) feet to a point on the southerly line of Lot No.5, Block "N"; thence along said lot and line of Lots Nos. 4 and 3, Block "N" in a westerly direction eighty-one and ninety-one hundredths (81.91) feet to a point at line of Lot No. 20, Block "N"; thence along said "lot in a southerly direction one hundred twenty-four and eighty-eight hundredths (124.88) feet to a point on the northerly line of Kelton Road; thence along Kelton Road in an easterly direction fifty-five (55) feet to a point, the place of BEGINNING. flAVING thereon erected a one story brick and frame dwelling house known and numbered as 1306 Kelton Road, Highland Park, Camp Hill, Pennsylvania. Valued at appraised value nJrAL REAL FSTATE PE:R.SCfiAL PROPERTY: Elgin Watch Costume jewelry Clothing $25.00 25.00 10.00 $60.00 nJrAL PER::OU\L PROPERTY REx::APITULATlOO Real Estate $104400.00 Personal Property 60.00 IDl'AL REAL ESTATE .AND P~ PROPERTY $104460.00 $104400 00 SlO44OO 00 60 00 ~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l J 55: Doris M. Mosser being duly SWOW_ _ according to law, deposes and says that ~e is the Executrix _ _ __ ___ _ of the Estate of Maargaret M. Zimmerman late of Lower Allen Township __________~__, Cumberland County, Pa., deceased and that the within is an inventory made by _ _ .J1e;-L ___________________, the said Executrix of the entire estate of said decedent, consisting of all the personal prop<!rty and real estate, except real estate outside the Commonwealth of Pennsylvania. and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. _ ___~gl.,1~j:_~$V lIiK 2001 l j __u_.B)~ /rJ- Doris M. i.~~ ~~~ser, Executrix Sworn t<L____ and subscribed before me, 35 Go1fview Road --"---..---.---- Ch arial Seal M ar yn Y- Guerriero, Notary Public echanlcsburg Bora, Cumberland Count My CommiSSIon Expires May 18,2002 Y Date :efm~~:~nsYlvama ASSOClafiO~NOi~ne~ Day _CaItlP~gl, PA ].7011-2036 Addr." ___ _u_~2yembe~___ Month 2000 Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. >- ~ ." III I- W <IJ .... >- ~ I- .S III W -<( OJ 0::: D- l- V 0 0 V) N (lJ W ~ w 5i Cl ...... I D- . Z I- ...J LL :E; rl III LL ...J -<( 0 rl 0- W 0 -<( W ~ ~ .;.. > ~ Z J..l .... Z 0 c: Cl <IJ ::> ci V) z ~ 0 ~ 0 Z w -<( ...:J M- D.. ." c: III I .... L: 0 (lJ I ..0 " I Q) E ." Jt I Q) 0 I .... ::> 0 III I ...J 0 u: co