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Home My WebLink AboutOC1969-0573 - ESTATE OF ZIMMERMAN..:~.--.. QIommoulUraltq of Jruusyluania.~ lJas~in!ltou (!!ounty.~ss: KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid j on the 9th ..day of May A.D.19 69 ,before me, Russell Ma.rino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of J~mesQ.~immerman,fA/K/A J .Q.Zimmerman late of South Fr;anklin Township in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Wesley T..Zimmerman the Executor in said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell Ma.rino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said Wesley T.Zimmerman committing unto Him the administration of all and singu1arr the goods and chattels,rights and credits,which were of said deceased,and requiring Him to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety days from the date hereof,and to render a just and true account of said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. •,'j' IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this 9th. day of May in the year of our Lord one thousand nine hundred and Sixty Nine !~'--.~~.- .-.. -~-~--_.~......-.....,.,,.,...--~----------.---"""""''''''''''---------............_~ .~-. c:.; • l3)• p a:w; .')- ~~~t:11111ti.~rll~~ttr~~l~!~ll]!J$Pl of I,Jl\.l\TES (~.Znn,TERJ.:!AE,of South Franklin Tovmship,Washin'gton County,Pennsylvania,be5.ng of sound and disposing mind and memory, do make,publish and declare this to be my Last Will and [Testament, hereby revoking all Vlills by me heretofore made: FIRST:I direct that all my just debts and funeral expenses be paid as soon as convenient after my death. SECOND:All the rest and residue of my estate real,personal or mixed,and vlherever situate,I give,devise and bequeath to my th.ree children,}U-\.ZEL ;>1.PATTISON,rmSLK.i T.ZIIiINEHI!IAN and TEEU'LA M.COOPER,share and share alike. P~D LASTLY,I hereby nominate,constitute and appoint my son, WESLEY T.ZII.'3:ERI.1AN,Executor of this my Last Will and 1lestament, and I further direct that he take the customary fee for acting as executor,and that he serve without necessity of giving bond. IN WITI~ESS WHEREOF,I have hereunto set my hand and seal this d1/"--day of February,1954,A.D. Signed,sealed,published and declared by the above named Testa- tor as and for his Last Will and Testament,in the presence of us, who,at his request,and in his presence and in the presence of each other,have hereunto subscribed our names as witnesses thereto• j ........,~~.,..,~,...,'?'..........-~---"................_........---_~·~-'_t'~~_~"""""'""'M.....'......_-,.._"":~.~~~~~_~~':"'.~_._._"'"""~__•..~,__.~_'_'....-.-='.'""'''"',....''''.• .'__"--"__'c..':_,L'•.,,'.•_..,~~.",.,,-'---"",.,·."~-"<",-_".'·.i"'.....'~_,.,~~~..''''·..,;.y.4-'~....,;..,.;,._.....;,;.".....'..."'._.......,..,~''.;~.......~......:.....~~.....~•......,,'I,.:.I....~;;~~~.:.,.....;.~,'_.~....;;...-~,'.i.o.;.;.__:.;;.-.,;.~~~.......~;...~.-...- "/'Death:v , Ma~1,19lffilluuit (@f Executor (@r Abminil1trntnr j. f;tntr nf 'ruu5ylu~uin.~55: Q!.uuuty of lIa5~iugtou ~ Personally before me,the under~igned authority,a no.taI:y.pubJ.i.c in and for said County and State,appeared W.es.l.ey.:r Zimmerman who,being duly sworn according'to law,deposes and says that he is the executor~~kJl.1mcof the estate of .....................J Q Zimme.z:man deceased,that the foregoing schedules constitute a I complete inventory and appraisement of the real and personal estate of..J Q.Zi.m.m.er.m.an , deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor Administrator. .S~orn and subscribed before me this....I...~1~~~ d i M '~6·n "('~A ..-./7A.-_.....,.aY~1 ~-a}j~''':':;;''''''''''''''.l>t...._,":~•~~~~~.:;I(.. My com.~+~~·:.~~;·I9·7r....·......·....N·O....··i......·Publ c Wash.Wash.County Penna~ADDITI8NAL INSTRUCTION 1.An inventor'y must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 brigina~and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI~33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 1Jttuttttnrg auil ""pprainrmrut of the goods and chattels,rights and credit~which were of·····..····..···J.···Q··..··.zi.mm.e.rman ·late of South F..r.ankl.in :;colvnship . Washington County,Pa.,taken.and made in conformity with the above affidavit. DOLLARS Personalty Savings Account No.17722 in Pittsburgh National Bank, Washington,Penna.---------------------------_____~5,5~6.2l Realty None Total Assets CENTS Personalty Realty Total-------------- \$1::·556"21.-I,• -0.00 ----------" iJ-./y ./9/ J ,lO -67f.c Inventory and Appraisement' '<v ; •'_.t- .' '. IN THE ESTATE OF ~~es Q.Zimmerman,a/kia, ~:J Q."~i.gyn..~~.map..4_'"~ ,', v Filed ;19 . ., ., ~!'.. "-. /f 1~1 , I!:>I~~;~' .' ~~:;.~~~~~-=-"flt:---iff}. :E.'d;FA(2)~.~f ";"j jl.;.::;.Q?-.r-,.a£~~@~~~-""~~E~'~fii@ 'ij,~ ~ ~ ~ ~~ -::0::== we ~., ~~'+; il~~~ ~l~-,''''~...e~ ./,-, :~ ",, . ,, ,I.i,.1 I'"I~ ,, I I 1 I I I, I I I I I I I 1 I, I • r [ I I, I I I I I I I I I .' ',J ," i··' ," I .,.••v .J Adam L.Sanders-B.A~Franks Attorneys at Law. ~9 STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The wit'hin named Accounront being duly sworn according to law,depose S and say Sthat the above account as stated is true'and correct as Jl~veri Iy bel ieve, ~; Sworn and subscribed before me this ~..;:?...:=~ dOYOf ..~1.~~..ly.... ~~.J'~~ My com'.rixp:Mar;h 26,1971 . Washington,Wa~hington County,Penna. Wa1shington County,ss:I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidenced by proofs .'.1]-}./'""\_~thereof filed to No,.~LI . .Witness my hand and official 'seal fnis df!'!l;. doyOf....~.~.~.• .Register of Wills _r __.......~_ '"• 34 ~ l....'~~I!t'? ~ ciZ -',).,,'" " p ~ * '-. ,""" " ... • •i,\\, .·1 11I r '" ~ ~rI /', ,,. The Court is respectfully requested to determine prope,di.tributiq:/,;:t:r.-1~ Counsel for Accountant ,'-1 The .First and Final Account o_f Wesley T.Zimmerman,EXecutor of I the Estate of James Q'.Zimmerman,a/kia,J.Q.Zimmerman,deceaseq, late of South Franklin Township,Washington County,Pennsylvania The Accountant is charged as follows: 1969- May 15 Erincipal-Personalty To amount of Inventory and appraisement filed-----~----------~---------~M---- Income-Personalty To June 30,1969,interest on Savings Account-Pittsburgh National Bank----- To Dec~.31,1969,interest on Savings Account-Pittsburgh National Bank----- Totai----~---------------- Principai-Realty None Income-Realty None TOTAL ESTATE 55'.56 $167.78 Principal-Personalty Income-Personalty Principal-Realty Income-Realty $5,556.21 ,167'.78 0.00 ~otal Assets---------$5,723'.99 Total creditsclaimed-------------~...;;;.;;;;.-.:::.;;;.;:~ Balance due----------$3,369.46 I -----l~__'___ ,C" I " Thell .. N(~of DateVo\bher' ,~...+.~out of.th9 .. Payee ...,of said.' ~Remarks Washington County Reports adver.grantof letters Adver".grant of letters ~Joo -2 .00 2.5.00 2J'00I· 2.9.00l2.9rOO 1,.00 1,351.60 10.00 IJ23,l~- 2J.00 J.50 '.00 11~.70 ministerial services ,, drug bill of dectd medical'for dec'd medical for dec'd acct'.of inher.tax nursing decedent nursing decedent nursing decedent nursing decedent" bill of decedent accountants fee attorneys fee notary fees-inv'. Probating Will notary fees-Acct.& D &E funeral of decedent filing inv'. filing account l '50,. I28110 00 I 259000 ,( 1,61000 I claimed-----------------$2,35J.53I Russell Marino,Agent Observer-Reporter Russell Marino,Reg'. Total credits ,1 "Rev.J.W.Stevenson,. Russell Marino,Reg. Cowieson Funeral Home Edna Pi~erton Adam L o Sanders Mary Ullom Russell Marino,Reg. Vaun Eida Martin Curtis Pharmacy Virginia "White CQlonial Rest Home Helen Beveridge Wesley i.Zimmerman Louis d.Emeterio,M~D~ w.A~Prideau,M.D~ Helen Beveridge May 9 1 May 9 2 May 9 3 May 9 4 May 9 5 May 9 6 May 9 7 May 9 8 May 9 9 May 9 10 May 9 11 May 9 12 May 15 13 May 15 14 June 19 15 Dec'~20 16 Dec\~;).~17 Dec'.J);J-..-18 Dec\~;),J-19 Dec\~'J-)-~O --,1969 ,,," Observer .Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION W.26752 Sworn to and .:'- 69113.Tues.-3T r .EXECU'!'OR'S 'NOTICE :,,-.1 'ESTATE OFi'Jiimes Q.Zimmerman,•a/k/a.J.Q:Zimmerman deceas~ late of South .Franklin Townshlp;'";,Washington CountY,Penna.~.~, Letters testamentary upon the;'above estate having been granted. to the undersigned,all persons hav;~ing claims against the estate are.; requested to make .known the samE!"-to the undersigned or his attorney,and all persons indebted to the de.cedent are requested to make pay,_ment to the undersigned without·: delay..~'i Wesley T.ZimmermanR.D.6,Washington,Pa.15301 •. ExecutorAdam L.Sanders B..A.Franks611Washington Trust Bldg. Washington,Penna.Attorneys In compliance with the News,paper AdvertisIng Act of 16 Mar.'1929, P.L.1784,rus amended.' Commonwealth of Pennsylvania,County of Washington,SS:. Pe,rsonally appear,ed before file,a Notary Public in and for said 'County and State,_Bichar.d..B GOH.an._.__,who being duly s,worn according to la;w,deposes and says tha;t he is the 3.e.cretary___._. of the Obslerver Publishing Company,a f'lennsiylvania corpo["ation,and its agent in this behalf;that the said Company iSi the owner and publisher of the Observer-Reporter,succ'e·ssor to The Washington Observ·er,established Se,ptembe'r 18,1871,and The Washington Reporter,established August 15, 1808,a daily newspap'eil"of general circulation,printed and published and having its place of bus,ines's at Washington,Washington County,Pennsyl- vania,where it or its predecessors have been established and publishied cO'Thtimi.ous'ly for more than six months'prior to the publication of the notice hereto aVtached;thrut the printed notice or advertisement hereto attached is a ,copy of an official advertisement,of,ficial notice,legal notice or legal adveortisement,exactly a:s printed or published in the Obs1erver-Reporter in its regular editions on the following l1ate or dates;_..__.__..___. ...........................May..13.,....2.D...and..2.'7-.,....196·9···········.····--------··-.··-······-----··.---.-- that neithB["true affiant nor the Observer Publishing Company is interesrted in the subject matter of said notice or advertising and that all of the aUega- tions'of this affidavit as to the time,place and charructeor of publication are true.}./)'"/t!Z ...--..--.--.--/I.4:d'~':lJ.+-.---.~. ..27 May 1969subscnbedbeforemethIS..__.....day~f":_:~__/j '__'"")W~~~;;~~~~ WASHINGTON,WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6,1972 ,,. Washington County Reports 63 SOUTH MAIN STREET Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON1 STATR 01'PENNSYLVANIA (SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publisbed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COL'NTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: .................May.15..,....22.,....2.9..•...1.9..6.9.. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advl~~g and that all of the allegations of ,h.,ffi"vi,'tJt;;;J;'Ch't!!of &~ Sworn to and bscribed before me thi:~"'~....·......Edit~; .....~day oL ~May ,196..9 ......./~~...e..:,..... NO'roy Public '.'YARD Notary P rKA:H£I.~lHtEonC·washin9ton Co.,Pa.Was dr.g,.E iresr.;y commiSSion xp •November 1,1959 --~ Estate Notices The Register of Wills has granted letters, testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys• • • • • • • • • • • • •e •••• ZIMMERMAN,JAMES Q.•a/k/a J.Q.ZIMMERMAN.Dec'd.. Late of South Franklin Township,Washington County,Penna. Executor:Wesley T.Zimmerman,R.D.6,Washington,Pa.15301 Attorneys:Adam L.Sanders,B.A. Franks,611 Washington Trust Bldg.,Washington,Penna. I'~1 ~lt tijr OJnurt nf Qrnmmnlt "Iran nf lIunijiltgtnrt OJnultty ®rpijaun·OJnurt lllimninu J In the ma;tter of the Audit of Account in, Estate of .James Q'.Zimmerman,~'a/k/a, J.Q.Zimmerman TO THE AUDITLNG JUDGE: 63 -69 -576No._---=:.=-._--':c.;:...__=--=--"-_ "., Enter__....:O~U=·:=r:...-appearance for ·.:;.'Ac.==.c=:·-=o-=un=t-=·-=a:::n=.t=._ N.B.-Counsel shall,by separate paper,present a concise statement of eaeh claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. No.63 -69 -576 In re Audit of Account in Est3Jte of James Q.Zimmerman,a/k/a, J.Q'.Zimmerman AUDIT 'rarripr fnr;!\ppraraurr FOR Wesley t.Zimmerman,Execu'tor of 'the Esta'te ,of James Q'. Zimmerman.a/k/a.J.Q". Zimmerman dec t d ..,-rl,,_-d .:e ~:.n'c:=>-l;»rn _:P'"~ ...o rT1 .;;:....., <.;..) -0:::c r....JJ '.. <r.4".•$"'1/.<T~f1'1 r- .:...,:.;0 \- ~c.~~~......""1 .;\'ii.o~.~·Q .~~-of ii."'Qr-a~.¢l1i. en Q .....,~..~::J;:;,.....cn ::0 ..,...;q><n--~-"...,,,, Adam L.Sanders-B'.A.Franks Attorney S ~2 r----~----~'~.~~.,=~.~.'~'~'O~_~__,,_,-".-"-,-,~.,-------- ~I( PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form j Estate of .J.ames...Q Zimm.e.rman,a/k./a,. ...................J O Zimmerman ,. .Deceased No 63..~6.9.'!!..516 . Fiduciary Wesl.ey T•...Zimme~man,.. ......~~.c.lJ.tQX'. Date of Date of Decedent's death MaY-..~st.,...~9.69 Grant of Leitters ~ay.9.:t.b'*1.9.69 . This is the F.i.rs.t..and..F..inal account filed in this estate If there i,c{Ve~been former accounts filed in this estate,list file number or number and term .None . Election to take No spouse survived Under or Against will.(cross out one) Date Election Place of; Filed none Record~:BQne .", • .j ~'I _Name of survIving spouse pr.edec.eased..:t.es.tat.or ~~.:. List issue,where material: Hazel M.Pattison Wesley T.Zimmerman Thelma M.Cooper ......daughter --son -...daughter, Did decedent marry after execution of will?(indicate)XiXx.No.Any children born after execution of will?(indicate) -.,t f.~No.If answer yes,name them .. .) Leg,atees Relationship Interest Fiduciary,if deceased or not sui juris Hazel M.Pattison daughter 1/3 residue sui juris Wesley T.Zimmerman son 1/3 residue sui juris 'thelma lil.Cooper daughter 1/3 residue sui juris- List,if exceptions to above: no "exceptions Adeemed:Revoked:Lapsed:Abated:Give Cause: ;....., J '1 ~...-j r"....-,.('0.....r:_~~~;:~_",,...~:""::"., If partial··i~testciCy,·give facts:;. ,,none Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~ If any exception give cause:no exc.eptions. File copy of Notice ,....'".. and date of mailing D.ecemb.er..22.,...~9.69 ::~.:--:. Is estate subject to the filing 9f a Fe4er~l.Estate Tax Return?nO ESt.at.e;;-.;,:$1.I9.~.70 ,. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $Xp.gj.y..•.:J,:j.a~•...$.19.1.~.•.3.S . If the Will makes any portion of estate's~bje~t\odlife-estate,give name and birth date of life tenant JlQ:g~. -_---_-_.___-_-_____--__---__-___-____.._. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. All ~own claims except audit costs and balance of inheritance tax have ,.:r:,;.JJ<:;been paid~, Give reference to such ports of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: Will is clear.No complications '""'L)....L...,,,j~~, , ._-:-r ;."r.'j ". ..~~:~:,~-"C .. ..1...i;1,,:~-_~C...~, ...J ......r ",..•\..~v :#~. .....1)J \:.....d J-;:,'.;. II.'"\,-.-,.."~\. Balance for distribution per account, Itemize any additional debits not shown by account:,..,.t $..3.,36.9•.46 . none. -,':;.1 rJ '~I :_.f:,..., f~\~1 ,._I '..'(';'.J,\(J1~,-.;;-r.<-.-'•• Total additional debits (Add) Itemize .any a'O(Jitiorial·'cYeditsJnot shown(by account: Notary fe~-auq~t petition '$0.75~),..'~~~~',",,''''''.~''""'-,~.•'....:t'J ,""'"''''............-~-f40 $.0.00 . 4o4o •t.,l:r:~·~Cf,t ,IC,t r:'::f f"IT.Total additional credits (Subtract)··$.0.75 . Balance for distribution $..3.'.3Q.6.aLJ.. v ;.'t....J ;~,~~,;.tl j"T...,.r ..~.l If balance for distribution is not in cash;list each item held in kind,giving appraised Value (or distribution Value)',, all cash ,.~...~:~'::~~.,..._"~J~1 ....... ~.jt 1 ~'tJ -i J r.;-::,)I f'~j.!,f' ,l •.1·.\_\~ I.,......~J ;'.'~ .. ~-~.,... If Family Exemption claimed by Petition,give place of Record:nQt ~.l.ai..:p).e.g . If Family Exemption is claimed at audit,give name,relationship and basis for Cfaim:not claimed . List any advancement or distribution on account that has been made,and nature and amount of same: none Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions:. Bal~ce,1~11 ~~sh,~'hould be distributed: ,TO: I'.Hazel M.Pattison--1/3rd residue in cash 2'.Wesley T.Zimmerman--1/3rd residue in cash 3.Thelma M.Cooper--1/3rd resi'due in cash -\ COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative thereof, being duly swor.n _..doth depose and say that the facts set forth in the foregoing petition are true to the best oL ,his._knowledge and belief. And your petitioner will ever pray,etc. ..."..sw:orn to and subscribed before S m.e thtiS····;;.f~O··f·f day a:;;~!"9~_~~-.P .:df~<c-1.- 19na ure 0 ,cer.~,:~d~':':'='..7 -~; Titl-e of Officer--..~__N.otar~.._Public.._._......----------- ------. Office expires .MaJ::ch..2.6.,1.97J.:. Washington,Washington County,Penna. .',.. No 63 ':':6.9 ~...5.1.6.. ....,::_ ,~=:...EX.E1-CUt~r..-- . ~--.I_~ '\I}•T .J ,'.,.;'p I ~J,,'"~\,"),,....,.."')'"''"{~l"'i ..;.It \.,.\:.... "-h i :;." \.'v '~~'{,."I ;",I J .'~n ~. .'J ;") -",.) '.,. 0',.. ~:~ M C It.'.~\..-~-,~ ,'*41.'- tld'U n Ia,II-'t:I [,~1£ ;frO·······,':. -'dl Nfij\~i ti~J.!}!'\°t:i;~~S'WM- C".··';'l'l'!II'a'lfj~·1::,'4;:I:""'-li'S\""ft:j);:I-t ;~,&'ift~..;¥~~-;Cl~-;:LJli,7j'fI!(J.~i:t1t !~l ~;~,d " ro,l, of~{ \' :~, r 1:lI t, ;..\ \ I "fi\'r i+-,_, -ii~ ., I :i I...' ,. .../.\ ~2 ,.,. '1... v Counsel of Fiduciary will submit-herewith the following,in cb'nformity,with ',Court Rules adopted effective Decembe"i-3,·1951,~;being rule No.9:p6ragraph .l?-c;and divisions thereof:shown on pages 23~24.i~~ 1.Written pr~ecipes of 611 Counsel 'in the ·case.."..',>.- 2.Copy of order appointing Guardian ad litem,if pertinent.:;.:~" 3.Copy of Order appointing (,Trustee,ad litem,if pertinent." 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will.. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed arid itemized elections if any distribution in kind. '10.Copy of Federal Estate Tax return if es- tate is subject thereto. .Adam...k ....S.ang~.:r..~.~~.•.~.~.f..'f.~~... Attorneys PETIJiION SUR !,UDI_~r FROM WHERE~DECEDENT LE~}"A:_~ILL •, . I - .. . Estate of .Iames Q.Zimme.rAan.,<_r.-"a/kia, <;/•,'.'r\•r·\~•.•....•_J_~.-..zi.mm.erman :"---.. ,.;•.~,'-l Deceased '-!.'-:n :•":-'t..~ Fiduciary....WeS~ey...:r.....zi.mm~.man.,.-.... :J "-" I'" t.:: ',} ,\, ,', ~, t t~. f f I t f ~ t III IIL it' r! ...L ~...'.I ,. '"~...,.,1 ,.'~1'" " -"'f " '). , 1 ' .~' ".,,,,' '.:,":i· I#;.'".JlMlt·Q•.....,'a/k(&,.) .",.. .J.'1.,2biti__•.":','.~'".'j .~?,.':,.'-:I'"":,~',.,",1...~'~~:'".:,' ~._...). '.l ~,.,"~~j ~;,. '. 'y......~·~'i~·.~w-~tped'_fU....,.,"'. ",;'"'..'i,..,.,.'"j,"'.,'lft_tA1Kt!,·rf.J(~t.t):t,the Ot#t4i$.':....a_t.01'.._.'. f •-'.'",.'~..,I.~·'.,.u...~w~.~~.1!..'.'.."~ui~L.'itt *:,"'''_&~..,.b.t_'at~......~",'f ".".....,...','.'~..-....'.'.~,,"~•'...".4- _.....~~.......~tbat~·".."U ~.'''''''''t4 0''~:,'<."':.."<.~~,(,;)".."'..,:~ t •.~~.At··,".~.••,'1910*of·'".atd ~t '~~Ud that'lt ~n'be cort4_"~'.'~,_Of *~,tm" :••~'~.'"..,.->,•~,~.~';,\,",'- • •.,.~ .~.·~ptt_~~...·tll~"t~."i_~_'·,·t.'Auditol'~d ...Wlll·~....,.,b.'·'betd'·b1·1M~d_:·t~·__ot b ,,-'It.:~-:\t·.,.'. ....."/> ...,-' .' ';.'.....~',••.f. ~~\ J1 \"'r· I "--"I "." ',. ,',,:;. ,'y 1-.. .: ,, .' I:;,..,.,..., ,. " •'T"'"""~'•..' '., "~'" .Ada L.SMder•...s•..A.h'''A.t._~t.taw,.;..>;." 611 WMhinoton.!,frustBldo... , ,',Wa$h1~J p"y1.vania lS3Ql 1 •'.'~,.'.\I._,.,.J., '..,. ~..' ....:, .0( f·'.-< "" ..",., ~',-", ...' .;(l _'..'''i-.,...,~- ,", .'",Ito 1 '. .. 'I '. .. ,•:..,f '. .•,::tff. .~ '>r;"","""....'.". .:., t.i.,.:~.,I",....,\.:....,..••.'.',."".J 1".'!!'~,t •".-....t "'i:\'.-"":~'-.,. ..:'~~'l~t~·!l:~'r(,;'~f~~"... f;1:'~.., .'.'~'"~~~}./~.~~~~w~,-J-:'··"~;I/~_';();~~~;. I".. ,, ~.~~.~~~..~/.~,;~".'~~J~!~~- " •)-~-~;;\ rl if, ,••..•j ;.- 1;"'ii',,~,,;~~~....- ",i::....~~'~" ..'1 ....~,.,:'"• ... , x:: 0-.. <Ca.. .... .. '. "." " t ,-~~ \,... ',' 1 1 :'.'. ;. .. .' .~. '. ., l. ,...',.' ..;.I •• f...., ;roO r"!" ,'~. i '. / In tift Qrnurt af QraUUlUtn 'ltas af lfas!Jingtnn (ttaunty. Jttnnsylnania.OOrp4uus·(ttnurt Dinisinn ESTATE OF James Ci.Zimmerman a/k/e. J.Q.Zimmerman, deceased. N 63-69-576o._~=_~-<--",_-!"":::'_ In the matter of the First and Finsl Account of Wesley T•Zimmerman Executor ADJUDICATION AND DECREE .Andn~w .Ap.ril ".:3 ,19 70 ,this matter came on f~r heari.ng, audit and distribution at thiS session and testamony taken;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Ac.countant.is deterrY!i~'ed to be $3,3Q!i.71"..'.,and the account is accordingly confirmed;and It IS ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg~or an appeal be taken herefrom sec.leg. " SCHEDULE OF DISTRIBUTION Balance per occount_~~_-,-_ Additional credit asked at audit Balance _ Deduct Clerk's Costs &Receipt;)-.s _ Attorney Sanders &Fra,nks _ Russe11 Marifib,Agent,transfer inheritance tax Hazel M.Pattison,daughter,1/3 residue, Wesley T.Zlmmepman,son,1/3 residue, Thelma M.Cooper,daughter,1/3 residue, $3.369.46 $3,368.71 l6.~( $3,352.21 ·",:~.II,.S ().iJ..,(j-1()!~'AA'OO~~72.2<-".(5.e • $3,279.92 P,{\,.,,,/)9 ;J_/~-7(J1093.31 IlL.1t:1l.~/-7 @ AA~dO/J(.~..~4-. 1093.3]vcr"-' 109J.3C 'No balance .j.-4 \.\-). •j J":'.l zp ,. ,. " " :3 :f- CD 3o """ar...o..,.. """:TCD ..I ' r •... '"I·+•"!J".",.. >-ty ~.~....~~~ ==a ~. ~~~'~, .J ~;''''.1 ,' ,r ·f .)" ...L':... tN IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENN.f\. No.63':'69-576 In Re:Es1;a1;e of: ....-.., (~I.-'" ..) "1 James Q.Zimmerman,a/k/a, J.Q.Zimmerman, Deceased PAY TRANSCRIPTS D... ::.r£:::J--.J~rrr _Ju)C")c:::c -.CIJ -(''"J (n ':::"'-Ir-... G)"11 i- -j ::-~....-~o .~~.-..... (")'.&0:2 :':.r-_" ""'1:)r-""'.~(n C.> ....-,y e::;, ~-..;: .-:;) -0 ••If- r'oJ -L- C,o ~-.--.t .,.,,-....~!•i L.-- ADAM L.SANDERS ATTORNEY AT LA"W -WASHINGTON,P~~~~ WASHINGTON TRUST BUILD7 .,3 (j-;J.,{ IN tHE ORPHANS'CaJRT OF WASHINGtoN COUNTY,'PENNSYLVANIA Estate of: J.Q.Zimmerman, Deceased ).... ).... ).... ) 63 -69 -576 PAY TRANSCRIPT We.the undersigned,de hereby en the date set forth below, ,.... acknowledge to have received fzm Wesley T.ZilllDerman,Executor of the Estate of James Q'.Zimmerman,a/k/a,J.Q.Zimmerman,decease~, late of South Franklin Towmship,Washington CoUDty,Pennsylvania, the sumsset forth below,being tne balance ill distribution due us in said estate,awarded by the Decree of Distribution of the Orphans'Court of Washington County,Pennsylvania,dated April 3, 1970. this IN WI1NESS WHEREOF,!Ie have hereunto set our haRds and seals ff'!!!'clay at ~,1970. 1/3 residue Thelma r.i.c.oper, Hazel M.Pattison,daughter, "1/3 residue ,.$1,093.314 24',~(Seal Wesley T'.Zimmerman,SOD, ..1/3 residue .. .------------------------------------------~...~..~_.------ J Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF .PENNSYlVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASH;I:NG.l'QN . IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the.Inheritance..an!i Estate '.I,'ax Act of 1961.) ~TIlE.MATTER OF THE);:~'J'ATE OFJames~.Z1mmerman,a/KIa, "J Q Zi.mme..rman . (State full name of decedent) AFFiDAVIT OF EXECUTOR ......·········..·..· ·}ss: County ofWashingto.n . Late of S.Quth.....Fr.ank.li.n....l'Wp....,......Wa..S..b.........County state of Pennsylvan.i.a .W.esley.T..Zimme:r.man.............. . ~of the estate of the above-named decedent being duly sworn,depose S and sayS Eecutor Decedent'died May ... (Month) .......ls.t........,19.69........,)testate leaving a last will,copy of which is hereto attached.} (llay)(Yo;ar)L~ Name and address of attorney or}Adam.L.Sanders..B.A.Franks,At.torneyS .atLaw . other authorized representative to whom all correspondence should be 611 Washington Trust Bldg.. mailed.Washington,Penna.15301 That as such Execut.o.r deponent is familiar with the affairs of said estate and the property con- (Executor·Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTEDINNAMEORNAMESOF RELATIONSHIP OF JOINTHOLDERSTO.DECEDENT None That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the folloWing,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth full v and in'detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether individually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death ..jinallothercases;all bonds,postal savings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement'they are designated as tax free,of the United States,or any state,or political subdivision ihereof,or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,.and any and all other personal chattels of whatsoever kind or nature,left by decedent,together With th~,,"falrly_eStimated market value thereof;all bonds and mortg8e:es held by decedent and of all claims due:~~,d owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. ....It.."- In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the"date of death.The schedule also sets forth the ~nter~st of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and .1ustapp'raisal of the de"cedent's interest therein must be submitted.·It should also set forth in itemized f6rm,together with,tl;1e fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets \forth a true answer to'each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to .whom"transferred,the relationship of the transferees to the decedent,the proportionate share received by.each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a COllY of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth in said schedule a list of all property,real and personal,with its value,which pa&ses"at decedent's death by virtue of the exercise by decedent,either indiVidually,or.1ointly with another,or any power of appoint- ment vested in {lecedent,eittJ~r indiVidually or jQ.1ntly,by the Will,deed,or other instrument of another,c ",.'• with a copy of the instrument creating suc~.pow.er attached .to the schedule. That Schedule D attached hereto and"made part~hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement shOWing which of the beneficiaries named in the decedent's Will,if any,died prior to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and lmpaid at time of,.,death;taxes accrued charge"able for period prior to decedent's death (except,those"allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for Obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein,,, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ..,,,..,.. ............./~~..,,",,"day of ..".."~''"''''..c 19.47?. -A/,LJ\cZ A/~~;"".""L ". ~.k-n""~./..L,1n;u/x,<7 '7/,/'"_.,,~././////IJ :-,.;,.:,,;,....,-.,....,.'\",...:t.r:lil.~t.l~.".'<~ ~~P;.(E tor-Ad inistrator) ..............",..,..7''..·W"lq.i?.t:l,,.. (Street N ber) ....................................,.","I!{,lJ..l ~~' (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as a.bove-directed. RCC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA DEPARTM't'NT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT 'SCHEDULE "A" -REAL PROPERTY -!.£...... Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule lIE".Property held by thede,cedent as tenant in common with another or others,should ,be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property'located In the Commo!"wealth of Pennsylvania should be (1)(2)(31 / described by lot and block number,street and street number,together wi th DEPARTMENT a general description of the property,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by whlch the decedent took title;if a farm state number of a-FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed on 'Schedule "F"and must not be deducted from this schedule. None , , , . " Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. RCC~35 -,-COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose,all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta;gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and fUrnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,.-stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of ano~her,even though located outside of the State,at the time of death,should be listed in this schedule. ESTIMATED MARKEr VALUE UNIT VALUE ITEM List and describe fUlly Item No. DEPARTMENT VALUATION (Do not write in this space) '~---I-----------------------------t----+--------t----------- Savings Account No.17722 in Pittsburgh National Bank,Washington,Pa.--------- Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X $5,556.21 Rcc-,36 COM~fON'mALTH OF PENNSYLVANIA T~\NSl~R INHERITANCE TAX ~~~IDENT DECEDENT SCHEDUlE "c'" TR.ANSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)no (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)no (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)no (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)no (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)no (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)no' (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others ---=-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)no (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to Change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)no (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)no NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM None DESCRIPTION MARKET VALUE (Es timated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. ·..\.... CCM~h)N;lJFI\LTH OF PENNSYLVAN·IA en \:\SFTH.TNHElll TANeE TAX 11F~IJ)ENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY nSTRt'CTIO!'S:This schedule must disclose all property,real and personal,owned by the decedent jointly wi til another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated lmder Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-~wners to the decedent. Description of P~operty,Date of Acquisition,N~me1Unit percentag~----E;tat; Address and Relationship of Co-Owners,and Place l Value Share Valuation of Record of Instrument,where Real Estate.1 DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest 1.Checking account No.355-4439 in Mellon National Bank and Trust CO.I' Washington,Pa.,in names of J .Q.I Zimmerman or W.T.Zimmerman,son'l opened 2/27/68------------------. 2.Savings Account No.61-3416 in Mellon National Bank and Trust Co., Washington,Pa.,in names of J.Q. or W.T.Zimmerman,son,opened 6/27/68-------------------------27,173.06 Whole Taxable-------------------------- I I I Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. 29,444.65 $29,444.65] J:lCC-37 .(12-63) nnhllr··:\\'f~AI.TII OF I'E:'Ii~SYYl.ANlA TRANSFER 1~IIEHIT:\~l'lo:TAX • RESIDENT DEl'EDENT -....., SCHEDULE "D" BENEFICIARIES - BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED,(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH,, Hazel M.Pattison dauahter ves 1/3 residue 119 Shellbark St-r , Clairton.Penna_ W""",1""11 l'7;~Qn ves 1/3 rp~idup R D 6 lAT..,.",'h;~ 0"07 1'h""'m,,,M ~..0'0 .r VPc::.1 /~roc;rll1D p D c; T.T 0'•0.L Ponn"" , , - o. -. . . \ h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE OF THE Deceased ESTATE OF :\IATTER OF THE APPRAISEMENT .~,...;j '"0 ::co....~~1-"~CIl _ tj ~g "Crl~~.., L.J ....--0r-on '0~~~ X .g ~ (1)(l)...,I-l ....p..'< ~ Iio'DroIirl'i<:: ~CIl....~....(l) ..., ~x~0-~ C1..,oCIl CIl (Executor-Administrator must complete "As Reported"column #1.) Year DO THE t No. James Q.Zimmerman,a/kia, J...Q..Zi.:mI1le.rman Will ~ Late of South Frank~in.Township.... County of Washington Common\\'ealth of Pennsylvania REPORT AND APPRAISAL "Trld hiOO ttJ.~1J.OJ·HHf>~M ~'111IMdO 't;j3 i'SH~3~" ~JlJ·ll~'~''j •.~''''1C'afi\\~(,y,r;l J&i 'f'..;1 J..::1 ',;,).'"~~I!-ll ~E II U~SI AVU 69, .tll ':;I .,f ...1, U .~,.J J '..JAdamL.Sanders-B.A.Franks Atto~neys at Law Ulc:::~ ~>.::c~-----~CJ)Ul en en (II ,:'n g.g.g..P". ..:.. tx1 Cl ~~_........ -f:fl-f:fl~-f:fl-f:fl-f:fl W N .>tJ1 ~VI CIl ..~\j b ~i.n ~----I I •o ~.VI .'"O~o ~OQ\O~............ OJ c.Ol\,)O~ ,0-..\Jl 0 .....0--::::: ':'. ('. ~:~'~-f:fl _-f:fl~-,,~.(~~ ";'''-J)oj:. ::"')0 ,II C'.~.l...~---- '0'.~'.~;):(";t-:>.'.~: :"""1_ <:J:~.-~:= ~.~~II •~{":.~~~\, .. R CC-8\(2-64) COMMONWEALTH OF PENNSYLVANIA .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT WESLEY T.ZIMtv1ERMAN (Executor ~~~). IN YOUR REPLY PLEA8E REFER TO 37-219-3 J .JAMES Q.ZIMMERMANInRe:Est ate of ~_=___ ___________W_AS_.H_I_N_GT_O_N County _File No.63-69-576 Dear Mr.Zimmerman: You are hereby notified that the original appraisement in the estate of James Q.Zimmerman a!k!a has been filed in the office of the Register of Wills qf Washinggon County on May 28 ,19-29.Said appraisement reflects the following valuations: Real Estate _--'-~---:---- Personal Property ~5~,~5~5~6~.~2~1-- Jt.Held ~~2u9~144!:t:!::1:±41:..1..~6..L5- Tota1 ---3.J,..J..,5,J-lQ~Qo!llQL..u;8u.6l..-- As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date M_ay:.....-.2_8_,_1_96_9 _si~ne~dz e.¥ Title W.R.cHANEY:~F APPRAISER DATE OF DEATH:May 1,1969 Note:This is not a bill. ..RCC-39-(lI-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of ZIMMERMAN (Last Name) JAl-fES (First Name) Q. (Initial) DATE OF DEATH_5:::---=l:--..::..69:..-_FILE NO.63-69-576 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". Dated:--"'0:..L5---'-2~8~-~6:.£9 _ 05-01-69 &£~e.~~INHERITANCE T APPRAISER REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS 5,556 21 29.444 0' 35,000 86 INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or VALUE AS REPORTED VALUE AS APPRAISED $$ 21 VALUE AS REAPPRAISED $-------+-- FOR USE OF REGISTER ONLY Tax on $----------+--A Tax on $~ Tax on $5% Tax on $10% Tax on $15% Exemptions * Total Estate -4-__ TOTAL TAX COMPUTATION OF TAX $---------4-- $---------4-- $---------4-- $--------4--'--- $------'-----i-- $1..-_ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::::t== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $------ AMOUNT OF ESTATE TAX ASSESSED $-------1l- Estate tax paid $--JL- BALANCE DUE $----Jl_ Add interest at rate of 6%from t= ------Ito-----$---------1' TOTAL TAX BALANCE $-------l PAID $...J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. • Will !...No.AdmInIstration IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF JAMES Q°ZIMMERMAN Deceased Late of S.ffi.AWIS:LJNG...'f.WJ>0.. II County of ...WA.SHJ;:WG'l'ON.. Commonwealth of Pennsylvania REPORT AND APPRAISAL l •v DEPARTMENT OF REVENUE BUPA:AU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT"'" I DATE ~IiI:y...~~.;..~.?§..?...................: COUNTY ~~~.~..~~g,~.~!l.: FILE NO,§2..:§..9.:.?..7.§1 Whereas,~~~.~Q.,~.~~.r.~~/~/?:late of ~..~~~.r.:~~.~~~.~.. ,Washington----~_.:.-_-,.,~------Ith f PI'h 'd'dmtheCountyof,vvmmonwea 0 ennsy vama,avmg Ie on the ~~.t day of ~~!.19 ~.?.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,w..~j~t,G.h.~~.y.,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement IDescriptionofAssetValuesMadeforInheritance Tax Purposes I I $I PERSONALTY: Savings Account in the Pittsburgh Natioanl Bank, Washington,Pennsylvania.5,556 21 JT.HELD: I Checking Account in Mellon National Bank and l I Trust Co ••Washington,Pa.,in the names of I I J.Q.Zimmerman or W.T.Zimmerman.2,271.59 Savings Account in Mellon National Bank and I Trust Co ••vfashimrton.Pa••in names of J.14. ZIMMEIoorn OR W.T•ZIMMERMAN.27,173.06 1 29,444.65 29,444 65 Total 35,OOC 86 I I I I ..........................................................................,Penna. (Post Olllee) WASHINGTON Cou'nty :-. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JAMES Q.Z:OO.fERMAN........................................-. Deceased. Late of S .ERANKLIN TWP •..............................-. Date of Death,""..."J""~y"l,J.""1_96.9 ...""""."."."",,,, Appraisemel!t Docket Vol.,""."..3.7 ""..". Page,?~.<t.~?_"No A?.~.t>.9~5..7f:?"". Filed in Register's Office,~y"..?$.,19 6.9 Amount of tax due,$"""..".."". DEPARTMENT OF REVENUE Received, Examined and Approved,."""":. Wrote abo.ut Appra.isement, Appeal.f,.om Appraisement,"". Entered and charged,"""". 1 " • ~ , Register of Willi.'Age"t,", , "'.'"'.~,-I."~'" JDEDUCTIONSALLOWEDIN '.1"t ""I 73THESUMOF$H"'H"..f . mROm W/1l:3d t3-l ?-S7t .37_e:<17..3'.. STATElV1ENT OF DEBTS AND DEDUCTIONS COUNTY , I ••1 OFFICE OF THE REGISTER OF WILLS AND AGENT OF THE COMMONWEALTH Form RCC·IO •..'dE'"··'·~···.;.r··;"JI,;':·"__Dm~--'!::~"'~''''''i·~TE OF $«'»ltkP....."D fotmsbb t wasbitC6.,'a. ESTAT OF.."•..>;.:,;..'....;.,'.f,.".'.,....:",.::'•.,.•.•.'',,',."..'•••••."••,".' DATE OF'FILING APPR.AISEMENT.'tl,:."60 DA:rSOF DEA..:~.·.,~,"\,,"0....";;, .~-. /6 SYJ , l'...M . .,>~ ,.,'t""" REMARKS ....'. ':';""",;."..~: ..... ....., , '., :.•"'.~'\-/.,'.f.••.s ..., ...,...,. ..........UaM.. '"•lIT· ,'.,..t.~.". ...: ''':A'...,,,",, ',;,''./IT '.';'" ".~"....•c:: .',.., ",';.,' NAME OF PAYEE ~,.,..:-",....~ '1" ._......iO<' ...-,..!it .""-. ~.-~',-"",'"l'I ."...'.."-..:.'thiilii:~U~ .,. t;jifi ",:,.'""'" ...........,~;...' .DATE NO,OF VOUCH"" ~ra. t')t~... "'f' VlilN 0 ~. Uilttib·0-tt ~.,- "tli....llill A A. ,~.. U";'Ii.;tl.~ M~h .f).A.. u~~.Q •'"\'!'"...-"Al_a II U ..."0;0..... U..;...4 1ft '-'"MffIo_.(I .., 0.:.".ft .~...~ M....-til t.1Q,.v"iK...,c tAo "'or ~I .l.,L 'l~. fi.......l .:1..2-fA.",..--.. ~;LL t~,".,'.."-':,.!" ~t,!J...l...ilA ~A\l '-1-'0 INHERITANCE TAX PURPOSES. ,<'" (' - ",' ( I\ " .....t!~0)co :;0 0 m::O rrioC::C) ...-.;"!;4, Zfi~ t ~ riP!f'''-"'.,.....":::Jr f\}r o~-Tl~i-I-\ ...-.1,>-v ....::..:::0 :3: r 7 CJro...... lj).. W 'J;J::. ... J -- ,.' ~~~~~~~~~~~~~~~~~~~J RCC,,<f(S-68}COMM0f\t""EALTH OFPENNSVLVANJA DEPARTMENT OF REVENUE ;NO;AO:50136 OFFICIAl~E~EIPT ••~E~~SYtVANIA INtfERITANCEAN[)ESTATET~ RECEIVED ONE THOUSAND SIX HUNDRED SEVENTY-EIGHT and 35/100 _ / W.T.Zimmerman"Paying on Ind.Liab representing Pennsylvania Inheritance or From:C 0 ATTY.ADAM L..::>ANDERS •Estate Tax due from the following estate:' dollars .Address 611 WASHINGTON TRUST BUILDING 2%Tax on $$ Jt.Bank Accts.'vASHINGTON,PENNSYLVANIA 1530 6%Tax on $29,444.65 $1,766.68 F'I N 63-69-576 Date of Death 5-1-69 15%Tax on $$I e 0, $---------IFJI Date of Payment June 19 1969 Name of Decedent JAMES Q.ZIMMERMAN %Tax on $---------$~--------lllll Estate Tax,Act of May 7,1927 County --..:.W:.::..:A::.=S=H=I.=.:N-=-G-=-T..::..;ON::..:...~__l Remarks: TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to _ $_~_Jll..l,.._,J7~6w6Lo.•.u6c1.28-1~1 $~8=_.:8:...:.~3=3_.1I!I1 $--------,~11 $===1:::!:,~67~8~.~3~5==1~1TOTALAMOUNTPAIDSEAL 37-219-3NOTE:To be delivered to taxpoyer /)-_c;h~ Received by /~,#? NOTE:In accepting the transfer inheritance tax on future estates,prior to the death 01 the life 12 (Sig nature) tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sholl ~...~4,.,';".....A./. not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the,-/e-=~~=-=----+--,....~'/..L..'...!!.A~=:::::='llI life tenQnt or tenant lor years whenever it appears that such additional tax may be legally due and •li'itlei collectibJe Io.r any reason whatsoever, F,LED, t70 APR 3-PH 3 47 RUSSELL MAHINO REGISTER OF WILLS WASHINGTON CO.,PA. RCC-4(8-68)C()MMON¥iEALTH OF PENNSYLVANIA .DEPARTMENT OF REVENUE , NO.A'050 t3$OFFICIAL 'RECEIPT ePENNS'(lVANIA INHERITANCE AND .ESTATE 2%Tax on $$,---------.1[.:1 RECEIVED ONE HUNDRED NINETEEN and Wesley T.Zimmerman,Excr. From:C 0 ATTY.ADAM L.SANDERS 611 WASHINGTON TRUST BUILDINGAddress-'---l 70/100 _ r representing Pennsylvania Inheritance or Estate Tax due from the following estate: dollars WASHINGTON,PENNSYLVANIA 1530 On Account 126.006%Tax on $,$,__-=---=-....:.....:--=-.1111 File No._6_3_-_6_9_-_5_7_6__Date of Death__..=.5_-=1_-..=.6..=.9--j 15%Taxon $,$• $--------1111 Date of Payment J_u__n_e_l_9-',~1__96_9 ___j Name of Decedent _J_A_ME_S_Q=--._Z_I_MME_,_R_MA__N__-1 %Tax on $$---------Imt Estate Tax,Act of May 7,1927 'vASHINGTONCounty--------------------1 Remarks: TOTAL TAX CREDIT Less five percentum of tax if pai~with in th ree months after date of death Plus interest at the rate of __%.from _ to _ $__.:!::.1.!:!.:26~.~0~OL·--til 6.30 $--------Ilitl $--------·1111 119.70 $=======:11JIl1TOTALAMOUNTPAIDSEAL 37-219-3NOTE:To be delivered to taxpayer Received by NOTE:In accepting the transfer inheritance tax an future estates,prior to the death of the life tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sholl not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the:--JU~~~~~~~,L.L~~~=--~--II life tenant or tenant for years whenever it appears that such additional tax may be legally due and collectible for any reason whatsoever. c \\r:t'\~._l:.,u. '10 ~~R 3 P\\1 111 RUSSELL M~J-\i~O P-EG\Si[\:<'Of 'I4\LLS'lJ/.\Sr\\~GiON CO ..PA.· ". 63 69 0573 HATALA. 6:l 6J 057 ~3 69 O~