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Home My WebLink About01-0361PETITION,/FOR PROBATE and GRANT /O1F/ LEpT/TERS Estate of ~~~.,1`L1E ~ , ZSiWIV111%RYYla4115 No. ~~~'yl `off ~O also known as To: Deceased. Social Security No. - Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut SRS named in the last will of the above decedent, dated ?°l s't•II~E , 19~~ and codicil(s) dated (state relevant circ~imstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in C`U Y?1(3r2i.~l~ County, Pennsylvania, with h C2 last farnily or principal residence at 1 ~ YVl ~ yQ(_1 E,~j ~(L Decendent, then ~~ 19 O'U ~ , at -' Except as follows, decedent did not marry, was not divorced and did not have a chi d born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: o0 (If domiciled in Pa.) All personal property $ ~o~~~CaDO (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: WHEREFORE, petitioner(s) respectfully requests the probate of the last will and codicil(s) presented herewith and the grant of letters ~C-.ST Ft'YYIC~f T-f~~-~ (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. ~1 c v ~ .~ H C G ~ o `v C'~ ~a ~w o a 00 ~,~R~(~ r ~E,L2 {H c ~ ,~~~ sf, rte, rJ~ Z z ~I1~ ~~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1 ss COUNTY OF Cumberland i~ 3 ~~~ 0 ~ -~~ g~ 17D~~ The petitioner(s) 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(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate,accordinR to law. Sworn to or affirm~c~ and subscribed r before me this day o~ + I ew (list street, number and muncipality) rjp. 21-2001-361 Estate Of LUC I L LE K . ZIMMERMAN ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW APRIL 6TH lax 200i}t consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated JUNE 2 9TH 19 9 9 described therein be admitted to probate and filed of record as the last will of LUCILLE K. ZIMMERMAN ; and Letters TESTAMENTARY are hereby granted to ROBE'RTA ~i~ICCRA°E~; 'Ct~'Y' 'K' 2'IMMERMAN , LAWRENCE B . ZIMMERMAN , J R . FEES Probate, Letters, Etc........... ~ 410 .0 0 12.00 Short Certificates(4) .......... $ Renunciation ................ ~ x-PAGES (2) ~ 6.00 JCP TOTAL $ 5'00 Filed .APRIL , 6TH,, 2001. , ,~, 4 33 .00 Register o Wills MAR C . LEWIS ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE MAILED LETTERS TO E~ECUTOI~2 - LAWRENCE B. ZIMMER,JR. riG ,.~C ~ /v/~ This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 7124658 No. 21-2001-361 rnrn~wr .~ re,aalulort apex Mc ai C N rl+aw,q R... M7 Local Registrar %fl',r~ ~oZOO/ ate corrwoNw~t» ~ Po+Nar~w-~n~ • oErn~Er+T of M~rM • vrr~ rteconos CERTIFICATE OF DEATH ~ occmoart~.sa.sr.u.e soww,.xc+wllrrwwEn oaEOSOE.atlwart.ow'r.n March 4,2001 l - - 7809 e 172 29 +. Lucille K. Zimmerman ema .oEti,.eN.e.,1 UgOrJI,rEM u~oM,DM aaeornlrll Ewt„rt~cERar..e ruc[asoE/n1 r•-w+twnc~mamaatw.w ~~ on~Ic u,t... ' "°" "' " ° "" °+~ " , Aug " ° i, Wenoma 1. a MvrM ^ [NQidaMatti ^ ow ^ ~,.,~,. ~ 11r4w ^ C~o^+M ^ , r,a 88 .lC110. N~1AE A na..rAon. pwr.w rte rrrgo) 1 •rwltw bard tits wOti. we CEq„ All E N ~~ ~lw O en MiiiPn,l 111 i Upper t hite Cumberland (/.!~ ~ ,, Y 11d11RO F011CEq ~OItMWr4~W~M M+4 y.~.rew.tirrrl ' I~ad'.orR atno q~ w a.~.r7altGrr, .Mi.1) Own Home w^ w~ a+ t++a •, Widowed • Homemaker oaaonar'~r~a,°"oo~assW"'ic~Y"".ar"n'°°°°" msr. PA or ,* (~Cw.«rw~a.w`. i1nR r Al 1 Pn ~~ 100 Mt. Allen Drive "°'"' M ~ • `r""' ,sa^ mr:. ,Mechanicsburg, PA 17055 °^ ~ ,,., um w++Exs ~ ~.. troata u.o rorllara,wa sa rsaa.. Ynerliurty C1 de Kuhn , slw,E ro.µa ~ '""a^0ar' 123 Ridqe Drive Dr. Lawrence B. Zimmerman Jr. Dillsbur PA 17 1 .wr• 3ui. ,,,,r87 ~„,,,.,,,,^ ~,,,,.,,,.,.^ •~~ wOMi^"' Sprinq Grove Peters Twp. o«rr^ oln.pr,.atr~ ^ arch 8, 2001 Cemeter PA 1 7236 ' rEneon~crlnoaww »~ aw-e~o as inin er-F ies F eral os eEnvtcE ~ ~ s`~ ~ ve. ercer ur PA D-011510-L Home 47 N. Park e.•ow.a.raa.eaNp.tw,a.ntlyfry u.r.rd.r~~0~.awnoa .ernrer.a.raneMr~oue. uCEgxMMNE11 wa[4grrto ~M/1 ,IgakYnYrt.wtilb YlNr OIOrtOb rtl TMI awtl,ruralrrt. ncEOOEaon~n.o.r.wr1 rwscraEaESEIwEO+o O ~ ~ ~" ~ ~ ~ r te,.ew~ r S- ~ •3 o i r. MRtk Etir tlr Mrw.YI~YrW tr op,patarr orN ~rOar O,rt.Oe np wrrar npb nlM~,0.utr rerAr>rrpY,bY rrl.,nrYanwtaYUw ~A,atMtrY MRf! Ctlw YynM,M Owu~InrrrabgwrM OUt Yr11A1 O~Iwtr rlwwMylnM nWMyYyrwOh'MN/'l11R I. l1M rMaM rlN en rClt rt. I tarwa.ru t1dIWU7l CrlaE lrrw ' ~ /(~ ouE+oro+~A !/C/~~ f-f ~T 1~1 S t C~ GiNGl C'`jrunlL H~y~~ Y ~ DUEA10A ~1EA LICE Ofk i QYl L~ FG t Iv ~Q u 7~ 1 0 ~10 fJM1El,O1rt~sNup wrYirMwar, OUEIOQCIt ASACONaEOUENCE CFk rturp w maq WT ~~~ ~o~ ~~~ ~~~ ~~~ o~~ orcweE ,r.r @~ Iatt+[ta. D ~~ w ^ w ^ •eetsr~ ^ r.+~Y.r+ore. ^ Y. N~ ^ W N~ ^ p~ ^ ar.Ir ^ CaMenalMMrtnYW ^ ruC[Of aaMr•Mtanr.l~nLrwt.hsn,. allle~ 1~r~C+W4.R aaw1 aM. at. ersw t tlOr+A . ak la/. 41RPItillldwrw.ll'an.l •d1,/1r0 ~N'fK'WI (P[./stwraltiq crrd OrI1,Mwn arW.t. nMr9rltr Vo^e..^rC O.r. pgtb.gMlr Mm aal CERTMIUI A M~w,rw, MwbM. ~Mlt wtww Mr Mrur,y W wrum w wr.a .................................................... •ntaauwc~tto~noawrrrw~sta~tmn.=.~eowva.~.aa..~..ae.rv~ve~.a.ae..~t rrM~IWTwtrrM~lr .......................... ^ WwrYM rM~rMtMrM1YM Nb ~M WM~r Ut,o Nlr /''~O D 99SS~t ~ a , . . . . q ANOAOOIIEYOFrlIMONYMI0001Ml/,WCAYEE O6tN . • mT~'~a1t•S ~/~/.OgL.L t ' T ~ d r YuOnMWM a11Ala InwaMgNbn, N ntp epnlen, e~Nn eeew,K M tlN wtY. Am..na pia, aM ew N r» wtnN4 aM ^ r l .. / (0 8 tow Y a+ t.rw.rr~r+ ................................................................................................. ~ Lrf M oc(..~(c ~et t 7 o 3 11EOgi11M'f AMD NUMlER IMain.OM. ~I n, aa. /~~l Zt1^ 7 000 ?1-2001-361 WILL OF LUCILLE K. ZIMMERMAN I, LUCILLE K. ZIMMERMAN, currently of Upper Allen Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any and all prior Wills and Codicils made by me. I. I direct that all my just debts and funeral expenses be paid from the assets of my estate as soon as practicable after my demise. II. I direct that all estate and inheritance taxes that maybe assessed in consequence of my death, shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration and all property includable in my taxable estate whether or not passing under this Will shall be free and clear thereof. III. I direct that my diamond ring be sold and the proceeds be divided equally among the following children: Joann, Marlene, Lawrence and Guy. I am intentionally omitting my daughter, Roberta, in this Paragraph since she received her grandmother's ring. IV. All the rest, residue and remainder of my estate, of whatever nature and wherever situate, including property over which I hold a power of appointment, I devise and bequeath equally unto my children. If any child predeceases me, his or her share shall pass unto his or her issue per stirpes. If said child leaves no issue, said share shall lapse and be added to the shares passing to my other children or their issue per stirpes. V. I appoint my children, Lawrence B. Zimmerman, Jr., Guy K. Zimmerman and Roberta McCrae, or the survivors of them, as Executors of this my Will. VI. I direct that no bond be required of my fiduciaries for the faithful performance of their duties in any jurisdiction. -~1 ~J (/ 7 IN WITNESS WHEREOF, I, LUCILLE K. ZIMMERMAN, herewith set my hand to this my Last Will, typewritten on two (2) sheets of paper including the attestation clause and signatures of witnesses, this 2~ day of ~v n~ , 1999. LUCILLE K. ZIMMERMAN Signed by LUCILLE K. ZIMMERMAN, by her declared to be her Will in our presence, who have hereunto subscribed our names as witnesses in her presence and at her request, this ;ZR~ day of J~n~ , 1999. residing at ~ ~~ residing at~~ ~~~~~ ~1,~~;r1 ~~ -2- ~- COMMONWEALTH OF PENNSYLVANIA COUNTY OF WE, LUCILLE K. ZIMMERMAN, ~Rgl.~,~ '~CL.t~tS~LZ, and ~u-Y ~ /1~~Q,T (t~ ,the testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly affirmed, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her free 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 our knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. LUCILLE K. ZIMMERMAN WITNESS WITNESS Subscribed, sworn or affirmed and acknowledged before me by LUCILLE K. ZIMMERMAN, the testatrix, G~ P~zAUJ ~ i3 R,i ~5~2 and I~~~r ~• MA>?Tl N , witnesses, this ~~Sday of wn~ , 1999. AL Notary Public Notarial Se81 Wendy L. Hunking, Notary Public Palmyra Boro, Lebanon f/ouMY My Commission Expires Sept. 10, 1 -3- // CERTIFICATION OF NOTICE UNDER RULE 5 6(al Name of Decedent: _ G-~ ~ [1 ] // ~, Z ~ rn m r ]'3') 4 n Date of Death: ~ ~P'~ ~ ~ ~ U C7 Will No. _ ~' /t ~ f ~- l~ 0 ~ ~„ f Admin. No. _ ~ GGG / - Ci (~` ~ ~, / 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 Name Address ~U ~ 7' Z; ~ ~122P_ ~...5 ;" ~~~," ~~ ~~ n e ,~, ~, y on ~ ~~o:~ ~Sia inn IP_ %~ ~ /US`~ ~ll~~G~~~r~ ~CJ ~~ ~ ~i~ /Jrl ~ C~ I~ ~~ ~ ~~ as l ~ e a Q~14 SS~cs ~~ /] a ~ u J K • z% err m~rma~~ ~//'l ~ri'~c~i° S~ , /~~~ x~n d~^~a . U~ ~?~.~/ ~- ~. G~. ~ re n C'e ,~, z,r rl~ iI ~'r~~.~ /~ ~ /~ , c~qq ~ ~ Y ~ .~i /~s~ju j" ~ ~f'l /ro ~ ~ Notice has now been given to all persons entitled thereto under Rule 5.6(a) ~siccept `1 Date: o~r A ~ l.~ ~ ~ G O / Signature Nanie Address ~~ ~- ~ v ~I l ~-~/. Telephone (~i'~ 9~-~ _ 3~ ~'~~ Capacity: ~~Personal Representative Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX~11-96) NO. CD 000583 ROBERTA Z MCCRAE & LAWRENCE B ZIMMERMAN JR 123 RIDGE DRIVE DILLSBURG, PA 17019 fold ESTATE INFORMATION: SSN: 772-24-7809 FILE NUMBER: 21-2001- 0361 DECEDENT NAME: ZIMMERMAN LUCILLE K DATE OF PAYMENT: 12/03/2001 POSTMARK DATE: 00/00/0000 couNTY: CUMBERLAND DATE OF DEATH: 03/04/2001 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 529,630.70 TOTAL AMOUNT PAID: REMARKS: ROBERTA Z MCCRAE LAWRENCE B ZIMMERMAN JR CHECK# 9 INITIALS: AC 529,630.70 SEAL RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS reEV rsooex Isms COMMONWEALTH OF PENNSYLVANIA ~'~ DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 l6 -o2oz~ - io REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Z Zimmerman, Lucille K. W DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) U 03/04/01 08/07/12 W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) - D- Separate &Iling Requested 7. Inter-Vivos Transfers 8 Miscellaneous Non-Prohate Property (7) - 0 (Schedule G or L) 6. Total Gross Assets (tota4 Lines 1-7) 9. Funeral Expenses 8 Administrative Costs (Schedule H) (9) 14 , 4 0 6.67 10. Debts of Decedent Modgage Liabilities, & Liens (schedule I) (10) -0- 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Chadtable and Governmental BequestslSec 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) ~ ®1.Original Return ~ 2. Supplemental Return ~ 3. Remainder Return lease or Beam v,arm+z-ra~ezl ~ ~ ~ ~ 4. Limited Estate ~ 4a. Future Interest Compromise (derea aeMn ever rz-u-azl ~ S. Federal Estate Tax Return Required ~ a m ®6. Decedent Died Testate lAnacn any of wlq ~ 7. Decedent Maintained a Living Trust (Anacb e,py or IIesp _ 8. Total Number of Safe Deposit Boxes o. a ~ 9. Litigation Proceeds Received ~ 10. Spousal Povedy Credit lease ordeals belweeo tzar-sl and r-vssl ~ 11. Election to tax under Sec. 9113(A) (Anam sm of r w NAME COMPLETE MAILING ADDRESS o Lawrence B. Zimmerman Jr. 123 Ridge Drive H FIRMNAMEIIrASnewmel Dillsburg, PA 17019 w re o TELEPHONE NUMBER ~ (717) 432-9100 1. Real Estate (Schedule A) (1) -0- 2. Stocks and Bonds (Schedule B) (2) 3 3 7 , 41$ . 3 0 3. Closely Held Gorporatioq Partnership or Sole-Proprietorship (3) -0- :7 ~~ 4. Mortgages 8 Notes Receivable (Schedule D) (4) -0- ~ -'"' 334 948.37 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) r _ Z O Q J N a Q U W Z Q ti- a 0 V X F OFFICIAL USE ONLY C G 0 ? 6 1 NUMBER - 7809 FILE NUMBER 7. 7. - 0 1 COUNIY CODE YEAR SOCIAL SECURITY NUMBER 172 - 24 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 5UGIAL JtUUNI I Y NUMtltK O 'x'3 ~ na ~ •. t~ n I w _, ~,~ ,.. (B) 672,866.67 (n) 14 , 406.67 (1z) 658,460.00 (13} (1a) 658,460.00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Llne 14 taxable at lineal tale 17. Anwunt of Line 14 taxable at sibling rate 18. Amount o[ Une 14 taxable at collateral rate x .15 (18) ts.TaxDUe (t9) 29,630.70 z6. ^ ~ . x .0 (15) 658, 460.00 x .045 (16) 29 , 630.70 x .12 (17) Decedent's Complete Address: STREET ADDRESS lOO Mt. Allen Drive CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresVPenalty if applicable D. Interest E. Penalty Total InteresUPenalty (D + E) (3) -0- 4. I(Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page t Line 20 to request a refund (4) 5. If Line i + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2 9 , 6 30.70 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) 2 9 , 6 30 • 70 " Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS i. Did decedent make a transfer and: Yes No a. retain the use or income of the property Iransferred :................................................................................... ....... ^ 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 far 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 cnnsideration? ....................................................................................................... ....... ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security al his or her death? ........ ...... ^ 4. Did decedent own an tndlvidual 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. 6Mer penallles of perjury, I tleGare Nat I have examined Nis velum, indudiry accompanying schedules and statements, and to the best of my knowledge and belief, it is Ime, mrreU antl complete. Oedaration of pregarer other than the cersonal representative is based on atl infonnalion of which oreoarer has env knowledge. DATE ADDRESS 123 Sidge 17five Dillsburg, PA 17019 DATE ADDRESS 401 East Louther Street Carlisle, PA 17013 U For dates of death on or after July 1, 1994 and before January i, 1995, fhe tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% p2 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 Iransiers to or for the use of the surviving spouse is 0% (72 P.S. §9116 (a) (t.t) (k)J. The statute does not exempt a uansfer fo a surviving spouse from tax, and the statutory requirements for disclosure of assets and fling a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July i, 2000: The lax rate imposed on the net value of transfers from a deceased child hventy-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°fo J72 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 beneFlciaries is 4.5%, except as noted in 72 P.S. §9116(1.2) J72 P.S. §9116(a)(1)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12~° 172 P.S. §9116(a)(1.3)J. Asibling is defined, under SecOon 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. (1) 29,630.70 Total Credits (A+B+C) (2) -0_ w1r.,L or L[JCII~LE K. ZIMM1;'RMAN 21-2ooz-~Fl I, LUCILLE K. TIMMERMAN, currently of Upper Allen Township, Cumberland County, Pennsylvania, declare this to be my Last Will and 'I"estament, hereby revoking any and all prior Wills and Codicils made by me. I. I direct that atl my just debts and funeral expenses be paid from the assets of my estate as soon as practicable after my demise. 11. 1 direct that alt estate <md inheritance taxes that msry be assessed in consequence of my death, shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration and all property includable in my taxable estate whether or not passing under this Will shall be free and clear thereof III. I direct that my diamond ring be sold and the proceeds be divided equally aniong the following children: Joann, 1vlarleae, La~.vrence and Guy. I am intentionally omitting my daughter, Roberta, in [his Paragraph since she received her grandmother's ring. IV. All the rest, residue and remainder of my estate, of whatever nature and wherever situate, including property over which I hold apower of'appointment, I devise and bequeath equally unto my children. If any child predeceases me, his or her share shall pass unto his or her issue per stirpes. If said child leaves no issue, said share shall lapse and be added to the shares passing to zuy other children or their issue per stirpes. V. 1 appoint my children, Lawrence I3. Zimmerman, Jr., Guy .K. Zimmerman and Roberta McCrae, or the survivors of them, as Executors of this my Will. Vl. t direct that no bond be required of my fiduciaries for the faithful performance of their duties in any jurisdiction. i -'-/~% I ~- Monday, November 26. 2001 9:55 PM To: Kevin Ber~lon From: Larry ZfMMERMAN. 717-502-0032 Page: 3 of 7 ..___. .,. .,. _.. ... ...: ~. ~;:xr::_:.::a.~.::..aa..ze.ur~:~~.w:nraxr:vwr.-w._ ..... _.~.~.._ IN WI"NESS NrI-ILKIOP, I, I,UCILL~ K, ZIMMLI2MAIv`> herewith set my hand to this my Last Will, typewritten nn rivo (2) sheets of paper including the attestation clause at~d signatures o1'witnesses, this ~,Q "`day of ~wne_ , 1999. LUCILLE K. ZIMMEIZM:AN Signed by LUCILLE K. Z1IvINfETLMAI~, by her declared to be her Will in our presence, who have hereunto subscribed our names as witnesses in her presence and at lter request, this z~~r~, day of Jv~~ , 1999. '~ r ~~-~-?~~~.- ~, ~~, residing al_~.c.-...-,--:~~ ~ __._ _~ ~ _residingat~~,i7lk"~~'~'1:101~Y1 ~0.!- -2- REV-1521 Ex.U911 SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS& BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Lucille K. Zimmertgan 21-01-00361 All property jointty•owned with right ofsurvivorship must be discbsed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH I Kulicke & Soffa Inds, Inc., 200 shares ~ 12.37/share 2,475.00 2. Hershey Foods Inc. 600 shares C~ 63.50/share 38,100.00 3. Schlumberger Ltd., 100 shares C~ 65.40/share 6,555.11 4. Texaco, 103 shares ~ 66.84 6,912.86 5. Transocean Offshore, Inc. 19 shares ~ 49.50 940.50 6. Fleet Boston Financial Corp. 200 shares C 40.05 8,010.00 7. Johnson ~ Johnson 100 shares ~ 99.15 9,915.00 8. Dell Computer Corp. 100 shares C 22.06 2,206.30 9. Rite Aid 200 shares Ci 6.09 1,218.00 10. General Electric 300 shares C 44.57 13,371.00 11. Koninklijke Philips Electronics 356 shares ~ 33.30 7.1,854.80 12. Triumph Group 100 shares ~ 39.75 3,975.00 13. Tyco International, Ltd. 150 shares C7 54.09 8,113.50 14. Heinze 100 shares ~ 43.04 4,304.00 15. Alltel Corp 101 shares Ci 54.10 5,438.13 16. Centurytel Inc. 150 shares C 28.52 4,278.00 17. Verizon Communications 200 shares ~ 49.51 9,902.00 18. Comcast Corp Special CIA 200 shares ~ 43.69 8,737.60 19. JP Morgan & Co. 187 shares C~ 45.80 8,564.60 20. City of Allentown, PA, due 7/15/01, 100 units ~ 100.17/unit 10,016.80 21. Philadelphia PA Wtr ik Waste Rev Ser A, due 8/1/11, 250 units C 103.91/unit 25,978.00 22. Cocalico School Dist PA Lancaster Co, due 2/15/12, 300 units C 101.78/unit 30,534.60 23. Pittsburgh PA Wtr S Swr Auth, due 9/1/16, 150 units Cia 97.20 14,580.00 29. PA Turnpike Revenue due 12/1/17, 500 units ~ 101.75/unit 50,876.00 25. Philadelphia Revenue due 11/15/18, 500 units ~ 102.12/unit 51,061.50 TOTAL (Also enter on line 2, Recapitulation) , S 337, 918.30 (If more space is needed. inseA additional sheets of the came sbel nevnsoe ex•Ve,I SCHEDULE E p ~+ COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. '""a sioEnciTliECeoENiR" PERSONAL PROPERTY Lucille K. Zimmerman NUMBER 21-01-00361 Include the proceeds of IiYigation and the date the proceeds were received by the estate. All property joinllyovmed whh the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t. PNC Bank, Certificate of Deposit # 21001015314 PNC Bank, Certificate of Deposit # 31000024838 PNC Bank, Certificate of Deposit # 31300048666 PNC Bank Certificate of Deposit # 31300162759 PNC Bank Checking Acct # 50-7009-9774 AllFirst Bank Retail Checking # 00197-82764 AllFirst Bank Certificate of Deposit # 8-700-810-0800472 AllFirst Bank Certificate of Deposit # 8-700-814-0426776 First National Bank Certificate of Deposit # 13785 First National Bank Certificate of Deposit # 14841 First National Banlc Certificate of Deposit # 16083 14K yellow gold diamond engagement ring, appraised Value Burial plot C Tuscarora Burial PA Inccme Tax Refund Federal Income Tax Refund Old Guard Mutual Insurance Litigation Merrill Lynch Variable Annuity Policy # M940774190 Fidelity Care Money Market Account, FMA 25,181.03 25,182.07 52,387.46 15,009.16 37,649.60 5,363.73 50,102.99 25,000.00 17,335.23 17,335.23 17,335.24 2,400.00 825.00 37.00 277.00 6.46 36,628.97 6,892.20 TOTAL (Also enter on line 5, Recapitulation) 13 34 , 948.37 (If more space is needed, insert additional sheets of the same size) / I 5 } ±2 - v µ - V, t ~~. ~OSEPIi TO W HOM IT MAY CONCERN: This is ~o certify ~M~ we are engaged in thejewelry businrss, apprising diamonds, watchr, jewelry and precious s~ono of all Jrcripiions. examined the following lisad end dacribcd aniclr, she DropertY of NAME: c/o Larry Zimmerman ADDRESS: The estate oC Lucille Zimmerman 123 Ridge Dr. Dillsburg,PA 17019 ~AME5 ~EWELERS We herewith cetliry Thai we have this day orfully we animate me.awe.a liana mr mauranee°r inner rmmam acme cprreni read awe, exdnamg rederl ana atlmr rxp. mm.gmg mia nppraiad we oo nor agrcem pnren.aemreplace One ladies 14K yellpw gold diamond engagement ring. The old European diamond measures approximately 7.OOmm x 7.02mm x 3.97mm deep. This diamond weighs approximately 1.24ct. The clarity is SI1. The color is J. The girdle is medium to thin with a minor blemish under a prong. The table is 43%. The depth is 56.6%. The symmetry and polish are good. The heavily worn shank measures 2.Smm tapering to .Sinn. The palladium crown has eight prongs. The finger size is 7. The shank is engraved PALL. Representing the palladium crown. VaWe: $2,400.00 j" Au);ust 7,2001 --~-~ JAME D. DAMS P.G. The foregoing Appcairl is made wuh the wMemasdingfiot the Appsahtt massmn no liab4lity with rrpecuo eny action that maybe liken on 0e buffs of this ADPraiaal. 301 East Maln Street Mechanicsburg, PA 17055 (717) 795-9224 REV-1511 EX+(1&99) ,~~ SCHEDULE N COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Lucille K. Zimmerman 21-01-00361 Debts of decetlent must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Linninger-Fries Funeral Home 6,390.00 e. 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 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City _ State V Zip Relationship of Claimant to Decedent 4. Probate Fees 21 , 00 5. Accountant's Fees 750.00 6. Tax Return Preparer's Fees 2 5 5. 0 0 7 Messiah Village, nursing home expense 6,196.45 8. Charles McCrae, expense reimursement - Short Certifi ate 400.00 9. Verizon Phone Bill 2, 2q 10. Patriot News, estate notice 148.02 11. FMA Advisory Fees 243.96 TOTAL (Also enter on line 9, Recapitulation) $14 , 906.67 (II more space is needed, insert additional sheets of the same size) REV-1519 EX • (1E11 SCHEDULE) COMMONWEALTH OF PENNSYLVANfA BENEFICIARIES INHERITANCE TAX RETURN ESTATE OF FILE 21-01-00361 Lucille K. Zimmerman RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Lawrence B. Zimmerman SSN 189-44-3903 son 20% 123 Ridge Drive Dillsburg, PA 17019 2. Guy K. Zimmerman SSN 106-34-2364 son. 2pg6 917 Prince Street Alexandria, VA 23314 3. Roberta McCrae SSN 168-26-5078 daughter 20% 115 Ridyeview Drive Marysville, PA 17053 4. Marlene Zimmerman SSN 172-26-9371 daughter 20% 7202 Swansea Lane Cornelius, NC 28031 5. Joann Zimmerman SSN 194-28-8738 daughter 20% 11286 Lucasville Road Manassiss, VA 22110 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIAT E, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS 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 S (If more space is needed, insert additional sheets of the same size) /~--~~~ -lC~ COMDEPARTMENT OFPREVENUEAN A BUREAU OF INDIVIDUAL TAXES 5 / INHERITANCE TAX DIVISION NOTICE OF INHERITANCE TAX / DEPT. 280601 APPRAISEMENT HARRISBURG, PA 17128-0601 , ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP (12-507 ~~~~~ ° - Dpr~r o1-21-zoo2 ~E~ ~ #` '~TE OF ZIMMERMAN LUCILLE K DATE OF DEATH 03-04-2001 F E MBER 21 01-0361 '02 ~fAN 25 N CUMBERLAND LAWRENCE B ZIMMERMAN JR ACN 101 123 RIDGE DR Anount Remitted DILLSBURG PA 17019 t~~C(`ij_ ' '€` C.~fmb~r:4 .~ F' MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (12-00) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ZIMMERMAN LUCILLE K FILE N0. 21 01-0361 ACN 101 DATE 01-21-2002 TAX RETURN WAS: [ X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 337,918.30 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fore with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 334,948.37 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. total assets (g) 672,866.67 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 14,406.67 (9) 10. Debts/Mortgage Liabilities/Liens [Schedule I) (10) .0 0 11. Total Deductions (ll) 14.406.67 12. Net Values of Tax Return (12) 658,460.00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Nst Value of Estate Subject to Tax (14) 658,460.00 NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Line 14 at Spousal rate (15) •0 0 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 658,460.00 g 045. 29,630.70 17. Anount of Line 14 at Sibling rate (17) •00 X 12 - .00 18. Amount of Lfne 14 taxable at Collateral/Class B rate (18) .00 X 15 .00 19. Principal Tax Due (19)= 29,630.70 reY roenrrc. YM T DATE REC T NUMBER DISCO (+l INTEREST/PEN PAID (-) AMOUNT PAID 12-03-2001 CD000583 .00 29,630.70 TOTAL TAX CREDIT 29,630.70 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) t ti STATUS REPORT UNDER RULE 6.12 V Name of Decedent : V ~ ~ 4'~(, Date of Death: ~ ~ ~ Q~ l ('~ Will No. ~~ ` ~~I -° ~S(1 ~ Admin. No. p7~~ ~ - (]~~~~ T 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 w ether administration of the estate is complete: Yes 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 // 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 inf ormal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: ,-- Si nature .. ' ' ~ Ai x~,(~~r ~ 1 ~ ~ Y ~N.~ ~ Name (Please type or print) 2 `~ I ~ 3 ~~~ ~2 ~-~ Address ! ~ ~~ ~ o t 1 ~1 ~ ~0 1'?a~j t'z "'~.' `.~ Tel . N o Capacity: V Personal Representative Counsel for personal representative (MAH:rmf/AM3) %~~xai~ ~~ TO WHOM IT MAY CONCERN: ~ O5 E (~ ~1 JAMES J E WE ~ E RS This is m certify thu we are engaged in the jewelry business, appraising diamonds, wuchea, jewelry and precious stones of all descriptions. We herewith certify that we have this day carefully examined the following listed and destxibed articles, the property of: NAME: c% Larry Zimmerman ADDRESS: The estate of Lucille Zimmerman 123 Ridge Dr. Dillsburg,PA 17019 We estimate the value u listed for insurance or other purposes at the current retail value, excluding Federal and other taxes. In making this Appraisal we DO NOT agree m purchsso or replace the articles. DESCRIPTION One ladies 14K yellow gold diamond engagement ring. The old European diamond measures approximately 7.OOmm x 7.02mm x 3.97mm deep. This diamond weighs approximately 1.24ct. The clarity is SI1. The color is J. The girdle is medium to thin with a minor blemish under a prong. The table is 43%. The depth is 56.6%. The symmetry and polish are good. The heavily worn shank measures 2.Smm tapering to .Smm. The palladium crown has eight prongs. The fmger size is 7. The shank is engraved PALL. Representing the palladium crown. Value: $2,400.00 JAME D. DAMS P.G. August 7,2001 The foregoing Appraisal is made with the understanding thu the Appraiser aasttmes no liability with respect to any action that may be taken on the basis of this Appraisal. I 301 East Main Street • Mechanicsburg, PA 17055 [717) 795-9224 THE PATRIOT NEWS THE SUNDAY PATRIOT NEW5 Proof of Publication Under Act No. 587, Approved May 16,1929 Commonwealth of Pennsylvania, County of Dauphin} ss Michael Morrow being duly sworn according to law, deposes and says: That he is the Asst. Controller of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-NewQ and~$ Sunday .Patriot-Newt newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and ail have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared on the 21st and 28th day(s) of August and the 4th day(s) of September 2001. That neither he nor said Company is interested in the sub}ect matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors f he said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County f auphin in Miscellaneous Book "M", Volume 14, Page 317. ~ ~~ PUBLICATION .................................~;,1U.~..~.............................. COPY Swom to and subscribe befo ~ this 10th day Segteynber 2001 A.D. tJo~rial Seal Terry L Russell, Notary public Harrisburg, t)aupnin county N ARY PUBLIC My commissbn Expires .krne 8.2002 Member, Pennsytvar>ia Association W Nrrtaries My commission expires June 6, 2002 LAWRENCE ZIMMERMAN 123 RIDGE DRIVE DILLSBURG, PA. 17019 Statement of ...Advertising Costs To THE PATRIOT-NEWS CO., Dr. For publishing the notice or publication attached hereto on the above stated dates $ 146.52 Probating same Notary Fee(s) $ 1.50 Total $ 148.02 Publisher's Receipt for Advertising Cost The Patriot News Co., publisher of The Patriot-News and The Sunday Patriot-News newspapers of general circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. By .................................................................... ' - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION NOTICE OF INHERITANCE TAX DEPT. 280601 APPRAISEMENT, ALLONANCE OR DISALLONANCE HARRISBURG, PA 17128-0601 OF DEDUCTIONS AND ASSESSMENT OF TAX RfY-15f7 ER AfP (u-00) DATE 01-21-2002 ESTATE OF ZIMMERMAN LUCILLE K DATE OF DEATH 03-04-2001 FILE NUMBER Z1 01-0361 COUNTY CUMBERLAND LAWRENCE B ZIMMERMAN JR ACN 101 123 RIDGE DR DILLSBURG PA 17019 Amount Relaitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG_ THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ REV-1547 EX AFP [12=nn~ NeTf~F"nc-TW4ICQTTAY1+e rte:: Asssw~c.~u~u~----°-_--_ ----- --_ _-_--_..-.... , ~.~~~...~,.wr DISALLOWANCE OF DEDUCTIONS-CND-"ASSESSNENT~OF -TAX vn ESTATE OF ZIMMERMAN LUCILLE K FILE N0. 21 01-0361 ACN 101 DATE 01-21-2002 TAX RETURN WAS: (Xl ACCEPTED AS FILED [ ]CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2)_ 337,.918.30 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) [3) .DO submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 of thia form with your 5. Cash/Bank Dsposita/Misc. Personal Property (Schedule E) [5) 334,948.37 tax payment. 6. Jointly Owned Property [Schedule F) (6) .00 7. Transfers [Schedule 6) (7) .0 0 s. Total Assets (81 672,866.67 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adw. Costs/Misc. Expenses (Schedule H) (91 14,406.67 30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (111 14.406 67 12. Net Values of Tax Return (121 658,460.00 13. Chariteble/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) [131 .00 14. Net Value of Estate Subject to Tax (141 658 , 46 0 . 0 0 NOTE: a~ an assessment_.rras issued previously: lines 14, re~Piect figures that include th tot 15 andior 16, 17, 18 and 19 will e al of ALL ret urns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (151 .00 X 00 _ ,00 16. Amount of Line 14 taxable at Lineal/Class A rats t16) 658,460.00 X 045 . 29,630.70 17. Amount of Line 14 at Sibling rate (171 .00 X 12 .00 18. Amount of Line 14 taxable at Collateral/Class B rate [18) .0 0 X 15 - .00 19. Principal Tax Due (lg1= 29,630.70 TAY eQF nrrs. ' (+ DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 12-03-2001 CD000583 .00 29,630.70 ^ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 29,630.70 SALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ( 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 DFFIWn RFF QFVFRCF CTnF nF TMTC FflQM FAA TRICTOIIf`TTffIJC 1