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JRD/June 9, 1992/17225
(I) The state death tax credit to the extent the use would require an Increase In the
amount of state death taxes paid; and
(II) The credit for tax on prior transfers to the extent that credit arises from transfers
to me from Individuals who die after me.
Such Jailer amount shall be the redueed by the value for federal estate tax purposes of any gift
which do not qualllY for the marital or charitable deduetlon made by me under this WlII, or otherwise,
and further reduced by an amount equal to the sum of all eharges to principal, except death taxes (since
I direct hereafter that such death taxes be paid from this Trust), that are not deducted In computing my
federal estate tax.
I recognize that depending upon the amount of bequests under my Will, my non-testamentary
dispositions, the amount of state death taxes and administration expenses, and other factors, this Trust
might be nonexistent or might consume all estate assets, so that no assets may remain to pass outright to
my wife pursuant to the residuary gift.
The assets of the Credit Shelter Trust shall be held by the Trustee and distributed on the following
terms:
A. During the lifetime of my wife, MARIE A. SCHMIDlGER, Trustee shall pay and
distribute to her or for her benefit the entire netlneome therefrom, whieh payments shall
be made to her periodically, but not less frequently than quanerly. In addition, Trustee
shall from time to time pay to my wife, or apply directly for her benefit, as mueh of the
prinelpal of this Credit Shelter Trust as my Trustee may consider desirable for her health,
maintenance and support, after eonsldering all resources available to her. At any time
Trustee may make distributions from the prineipal of the Credit Shelter Trust for the
benefit of my issue for the aforesaid reasons or for educational purposes including trade
sehool and college, graduate level or professional education, after considering all
resources available to them.
-2-
JRD/June 9, 1992/17225
B. My wife, MARIE A. SCHMIDIGER, shall have the right to withdraw annually the
greater of Five Thousand ($5,000.00) Dollars or Iiw (5%) percent of the principal of this
Credit Shelter Trust valued at the end of the calendar year in which the withdrawal Is
made. The right of withdrawal shall he exercised only in writing and delivered to the
Trustee In the lifetime of my wife and the right of withdrawal shall be noncumulative.
IV.
Upon the death of my wife, MARIE A. SCHMIDIGER, or at my death if my wife, MARIE A.
SCHMIDIGER, shall predeeease me, Trustee shall hold and distrihute the principal of the Credit Sheller
Trust as follows:
A. Trustee shall hold the principal of the Credit Shelter Trust for the benefit of my daughter,
ROBERTA MARIE SCHMIDIGER, and shall distrihute the principal and income
therefrom as Trustee shall determine, in its sole discretion, for her health, maintenance,
support and education, including trade school and college. graduate level or professional
education, after considering all resources availahle to her, until such time as my
daughter, ROBERTA MARIE SCHMIDIGER, shall allain the age of twenty-one (21)
years.
B. When my daughter shall allain the age of twenty-one (21) years the Trustee shall pay and
distribute to her the net income of this Trust periodically, but not less frequently then
quanerly,to or for the benefit of my daughter. When my daughter, ROBERTA MARIE
SCHMIDIGER, shall reach the age of twenty-live (25) years, Trustee shall distrihute
twenty-five (25%) percent of the then remaining principal of said Trust. Further, when
my daughter, ROBERTA MARIE SCHMIDIGER, shall allain the age of thirty (30)
years, fifty (50%) percent of the then remaining principal halance of said Trust shall be
distributed to my daughter. When my daughter shall allain the age of thiny-three (33)
years the then remaining principal together with any accumulated or undistributed income
shall be distributed to my daughter, absolutely. Funher, Trustee may, from time to time,
pay to my daughter as much of the principal of this Trust as Trustee, in ilS absolute
-3-
JRD/June 9, 1992/17225
V.
I devise and bequeath the residue of my estate of evcry naturc and whercver situate to my wife,
MARIE A. SCHMIDIGER, provided she shall survive me. In the evcnt that my wife, MARIE A.
SCHMIDlGER, shall predeceasr me, I direet that all of the re.~iduary assets shall be added to and be held
and distributed in accordance with the terms of my Credit Shelter Trust for my daughter, ROBERTA
MARIE SCHMIDlGER. Furthermore,ifmy wife, MARIE A. SCHMIDlGER, disclaims all or any part
of her interest in this residuary gift, sueh dlselaimed property shall be added to and be held and
distributed In aecordanee with the terms of the Credit Shelter Trust. If for any reason the Credit Shelter
Trust shall not have been created or sball have becn exhausted, such property shall be held and distributed
on the same terms as set forth in the Credit Shelter Trust.
VI.
If my wife and I shall die under circumstances which render the order of our death uncertain, for
purposes of the residuary marital gift, as set forth In Paragraph V, It shall be conclusively presumed that
my wife survived me.
VII.
Should any issue or any person entitled to a share of my estate, except my daughter , ROBERTA
MARIE SCHMIDlGER, not have allained the age of twcnty-five (25) ycars at the time of distribution
to him or her, I devise and bequeath the share of each issue or persun tu CCNB BANK, N.A., IN
SEPARATE TRUST, to hold, manage, invest and reinvest the sharc su rcccived, and any aecumulatlon
of Income thereon, and to use and apply the incomc and principal or su much thcreof as, in Trustec's sole
and absolute discretion, may be necessary or appropriate for such issue's or person's support or education
(including trade school and college edueation, both graduatc and undergraduatc) without regard to his or
her parent's ability to provide for such support or education, or tu make payments for these purposes,
without further responsibility, to such issue or person or tu such issue's or person's parents or to any
person taking care of such issue or persun. Any principal ur incumc nut su applied shall be distributed
to such issue or person absolutely when he or she allains the age of twenty-live (25) years. If he or she
dies before allaining the age of twenty-five (25) years, the Trust shall terminate and such share shall be
distributed to his or her personal representative.
-5-
JRDIJuno 9, 1992117225
E. To compromise claims by or against the c.~tate ur any trust crealed by this, my last Will.
F. To make distributions or cash or kind, ur partly In each.
G. To register Investments In the name of a nominee or 10 hold the same unregistered In
such form that they wlll pass by delivery.
H. To manage, operate, repair, alter or improve real estate or other property, and to lease
real estate and other property upon such terms and for such period as my Executrix and
Trustee deem advisable even for more than five (5) years and beyond the duration of any
trust.
I. To deduct administration expenses upon either the federal c.~tate tax or fiduelary Income
tax return, with or without adjustment bel ween principal and income, as my Executrix
shall determine.
J. To join with my wife and file Income tax or gift tax returns that may be due on my
behalf and to pay so much of such taxes as my Executrix may deem appropriate.
K. To do all other acts and things necessary or appropriate In the management,
administration and distribution of my estate.
XI.
My Executrix and Trustee shall pay all estale, inheritance and uther death taxes (ineludlng the
supplemental estate tax on certain qualified plan benefils but nut including any generation skipping tax
Imposed on a direct skip), together with interest and penalties, but which shall be payable with respect
to property or interests subjeetto taxation my reasun of my death and whether passing under my WlII
or any codicil, or otherwise, Including jointly held and other nun-te$tamenlary property. My Executrix
and Trustee shall pay the same out of the prinelpal uf the CrLodit Shelter Trust without apportionment.
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CERTIFlCATION OF NOTICE UNDER RULE 5.6 a
Name of Decedent:
EDWIN J. SCHMIDIGER
Date of Death:
Will NO.
0162
February 7. 1996
Admin. No.
I certify that notice of beneficial interest required by
Rule 5.6(a) of the orphans' Court Rule3 was served on or mailed to
the (ollowing beneficiaries of the above-captioned estate on
5/20196
To the RegisLer:
Name
---
Address
922 Conle or. Mechanicsbur PA 17055
Marie A. Sctrnidi er
922 Conle Dr. Mechanicsbur PI'. 17055
Roberta Marie sctrnidi er
---
Notice has now been given to all persons entitled thereto under
Rule 5.6(a), except
Date:
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Signature
Name Edmund G. Myers. Esq.
Johnson. ouffie, stewart & Weidner
Address 301 M~rkpt- ~t p.n anv ,nQ
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Telephone (717) 761-4540
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personal Representative
capacity:
x counsel for personal
representa t i'/e
I.
COMMONWEALTH OF PENNSYLVANIA
COUNTY'OF CUMBERLAND
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51:
.ccording to I.w, deposes .nd s.ys that S he is Executrix
of the Estate of Filwtn ,1. !';rrmt,Hgpr
I.te of \Jpper AlJ.!ill...J.Q1'IDJ!lJ,ip--_,__ , Cumberl.nd County, P.., decllled .nd th.t the
within I. .n Inventory m.de by Marie A. Schnidiger , the I.id Executrix
of the entire ..tate of s.id decedenl, con lilting of .11 the personal prop.rty .nd rOIl ..hto, except rill ..tale ouhide
the Commonwlllth or Pennlylv.ni., .nd that the figur.. oppolite lOch item of the Inventory repr..enl il'l f.ir v.lue
., 01 the d.le of decedent's dulh.
being duly
Marie A. Schnidiqer
!M:)m
Eucut., . AJrni Ifra 0'
Marie A. Schnidige , Executrix
922 Conley Drive
.nd ,ub,cribed beforo me,
19 96
DIANNE LEWLi. Notary
lemoyne Qorough Cumberland Co,
My Commission bplres Dee. 21, 1997
Date of Ollth
7th
Mechanicsbur9. PA ]7055
Add,...
February
Month
]996
r..,
O'Y
INSTRUCTIONS
I. An in.entory mUlt be filed within thr~e month. .fter .ppointment of person.1 ropr..entati.e.
2. A lupplement In.enlory must be filed within thirty d.YI of dilcovery of .ddition.1 ...ets.
3. Addition.1 Ih..ts m.y b. .tt.ched II to person.lty or rulty
4. See Article IV, Fiducieri.. Act of 1949.
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Inventory 01 the real ond oersonal estate of
EDWIN J. SCHMIDIGER
deceased
1. 37,966.960 Shares - Dreyfus Pennsylvania Municipal Money
Market Fund - Acct. No. 104-0215988288 @ $1.00 per share. 37,966 96
2. 31,244.160 Shares - Dreyfus BASIC Money Fund - Account No.
123-1002103255 @ $1.00 per share. 31,244 16
3. 17,886.640 Shares - Dreyfus 100% U.S. Treasury Money Market
Acct. No. 071-1002103255 @ $1.00 per share 17,886 64
4. 25,393.320 Shares - 01de CUstodian Fund Premium Plus - Account
No. 201-06874-BQY @ $1.00 per share 25,393 32
5. 1982 Cadillac Coupe-De-Ville (High Mileage) 100 00
6. 1988 GMC S-15 4 x 4 Truck - appraised value 5,000 00
7. EDS ElTployees Federal Credit Union - Checking Account No. 955634-002
Date of death balance, plus accrued dividends 3,627 64
8. Provident Life & Accident Insurance Canpany - Graded Premium Whole
Life - Policy No. 1165803-R -
Beneficia!:)': Estate of Edwin J. Sctrnidiger. 100,051 85
TOI'AL
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TO
__Register of Wills Office
CUnber1and County Courthouse
_LCourthouse Square
_Csrlis1e'uPA 17013-3367
FROM
JOHNSON, DUFFIE, STEWART & WEIDNER
Attorneys at Law
P.O. Box 109
LEMOYNE, PA 17043
SUBJECT: _ Estate of Edwin J .Sclnlidiger
FOLO_.t.______u_
21-96-0162
DATE: 6/22/96
______1'lease forward two (2) soort certificates to this office for the above-
___.__ __ __captioned Estate. A check in the anount of $6.00 is enclosed.
_____ _____ _Thank you.
PLEASE REPLY TO
.
SIGNED
Ectnund G. Myers
C"lC"l
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REPLY _.____
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DATE:
SIGNED
AIotdIr 11m 1F270ChyIfC. P_O. 80. NU. Hdord. CTOIII04.2M4
o EO!. 1t12,PmeldnU.8A
THIS COPY FOR PERSON ADDRESSED
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DICIDINI'$ C M'LIIl ADD_US
922 Conley Drive
Mechanicsburg, PA 17055
Co",., a.MBERIJ\ND
AMOUNI ueUvlD IUIIN,ttuClION$1
$440.826.64
o 3, R.maindtr R.lurn
Ifo, do... 01 doo,h p,;o, 10 12.13.82)
~5. Fed.ral ellail Tax R.turn Rlquir.d
I.J: J'6 -/2..
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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COMMONWIALTH O' PfNNS't'\VANIA
DI'AUM!NT OF '!V!NUI
D!n. 210001
HAI'ISlUIO, ,. 17121.0601
01 lOIN 'S NAMIILA". II'. AND ',UDDLl 'NllI"~1
SCHofIDIGER, EnfiN J.
SOCIAL UeUllf' NU""U
DAIl 0' IIIIH
OAIl 0' DIAl"
093-36-0924
2/7/96
3/8/45
II' """,C"'1I11 IU"''''''O I'O\/U"""'-II\"'II, "..' ""'0_'0011 ,,.,fl"'V
Marie A. Schnidiger
()1. Original Rltu,n
o 2. Suppl.m.ntal R.turn
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lOR OATIS 01 OIATH AnU 12/31/91 CHICK HUI
1/ A SPOUSAL
POVlRTY CAlOn IS CLAIMIO 0
IILl NUMBlR
21
96
0162
COUNTY CODE
YEAR
NUMBER
o A. lImit.d ElIot. 0 Aa, Futurl In..rlll Campramil'
(for do... of doo,h oh" 12.12.821
Kl 6, O.Cld.nt Di.d Tlllat. 0 7. DlCld.nt Mointain.d a living Tru'l
(Alloch cepy ef WHlI IAlloch copy of Trulll
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTEO TO:
N....' F.an..uYI G. Myers, Esquire COj~~'~l:ie, Stewart & Weidner
""'-ON' NU.... 301 Market St., P. o. Box 109
761-4540 Lmuyne, PA 17043-0109
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_ 8. Total Numblr of Safe a.palil BoxlI
III
(2) 112,491.08
(3)
14)
IS) 8.727.64
161
171 Iufi....uLim II "TJ'A'R
181 121.218.72
191 27,321.40
1101 35,726.78
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1. R.el Elle.. (5chodul. AI
2. Sleek. ond 8end. ISchedulo 81
3. Clollly Hlld SlockJPartnlnhip Inllrll' (Sch.dul. CI
A. Mortgog.. and Naill R,clivobl. {Sch.dule 01
5. Cosh. Bon. alpolit. & Mile.llon.au. Plnonal Prop.rty
(5chodulo EI
6. Joinlly Own.d Prop,rty (Sch.dul. F)
7. T,on"". (Schodul. OllSchedulo II
8. Tola1 Gran An"s (Iolallin.. 1,7)
9, Fun.rol E.p.n.... Admini.traliy. Calli. Mi".lIontou.
Expln." (Sch.dul. HI
10. a.bll. MONgog. liobililill. li.n. (Sch.dul. II
11. TOlal a.duC'ionl (laiC I linll 9 & 101
12. N.I Volu. of eltot. (Lin. B minu.lin. 11)
13. Choritobl. and Gov.rnm.ntal a.quIII' ISchldul1 J)
lA, N.t Volu. SubjlC1lo Tax (linl 12 minu.linl 13)
15, Spousal Tran.;.,. (For dot.. of d.alh after 6.30.94)
S.. Inlltuction. for Applicobl. Plrc.nlag' on R.v.tll (151
Sidl, ('"c1yd. VOIIolIl from Schldull K or Sch.dul. M.)
16. Amaunl of linl U taxobl. 01 6% ral. (101
(Includ. volulI from Sch.dloll. K or Sch.dul. M.)
17. Amounl of lint 1.4 toxobl. 01 15% rOil (171
(Includ. vatuII from Sch.dul. K or Sch.dule M,I
lB. Principal lOx dUI IAdd lOx from linll 15, 16 and 17,)
19. Cr.dill Spall.al Pov.rty Cndil Prior Porm.nll
+
Discount
58,170.54
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20. If linl 19 bgrtot" Ihon lint lB. 11'111' the diKI,I",1 on lint 20. Thi. illh. OVERPAYMENT,
aD
Check here if YDU orc requesting 0 ,rfund of your overpayment,
21. 'f lint 18 i. 9rtotlr thon lint 19, Inllt .h. diHI,.nc. on lint 21. Thi. illh. TAX DUE.
A. Enl., the int.".1 on thl bolonCl dUI on lint 21 A.
8, Ent" Ihl 10101 of lint 21 and 21A an linl 21B. Thi. i.thl BALANCE DUE.
Mah ChICk Payabl. 101 R.gi"., o' Willi, Ag.nl
(111
(121
(131
(14)
63,048.18
58,170.54
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HORACE ^ JOHNSON
JEIUlY R. DUFFIE
RICH^RD W. SnW^RT
C. ROY WEIDNER, JR.
EDMUND C, MYERS
LAW OFFICES
JOHNSON, DUFFlE, STEWART (I WEIDNER
301 MARKET STREET
P. O. BOX 109
LEMOYNE, PENNSYLVANIA 17043-0109
TELEPHONE 717.761-4540
MCSIIoIILE 717-761-3015
'^MES ^, JOHNSON
D^VID W. D.LUCE
RALPU U WRlCHT, JR.
D^VID J, LANL\
JOSEPH L. UrrCUlNCS
M^RK C. DUFFIE
January 17, 1997
MaIy c. lewis, Register of Wills
cumberland county Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
Re: Estate of Edwin J. Schmidiger, deceased
Date of Death: February 7, 1996 - No. 21-96-0162
Dear Mrs. lewis:
Enclosed are copies of the revised and additional pages for the
Inheritance Tax Return filed for the Estate of Edwin J. Schmidiger. 'll1e
revised and additional pages were requested by Shawn Young, a State examiner
fran the Inheritance Tax Deparbnent. 'll1e changes requested were because of
Item III(Al of the decedent's Will.
Also enclosed is a check in the arrount of $669.17, the Inheritance Tax,
plus interest, on the future interest.
If you have any questions, please contact me.
Very truly yours,
JCllNSON, DUFFIE, STEWART & WEIDNER
R
Edmund G. l-lyers
m1:csh
Enclosures
cc: Shawn Young, State Examiner
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aUftEAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
D[PT, zaOUl
HARRIS'UAa, Pi 1712"0'01
NOTICE OF INHERITANCE TAX
APPRAISENENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
EDMUND G MYERS ESQ
JOHNSON ETAL
PO BOX 109
LEMOYNE PA 17043
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-17-97
SCHMIDIGER
02-07-96
21 96-0162
CUMBERLAND
101
A"ount R..Hted
~*
'I'.IUI I. ,,, III,'"
EDWIN
J
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV:is4i-Eif"Aiiii-iIF96Y"iioi"icEnOF-YNHEiiiTAiicE-TAX-A-FiiiiiA'iiiEiiiii'r.nAr.i."OWAiicE-Orimnnnmu._.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EDWIN J FILE NO. 21 96-0162 ACN 101 DATE
TAX RETURN WAS, ( I ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED
APPROVED DEDUCTIONS AND EXEMPTIONS I
27,321. 40
9. fune~.l Expan.../Ada. COltI/HI10. Exp.n... (Schedul. HI ('I
10. Oebb/Nodgogo Llobllltlu/Llon. (Schodulo II IlDI 35.726.78
11. Totol Doductlon. (Ill
12. Not Voluo of To. Roturn (12)
13. Chorltoblo/Govorn.ontol aoquo.t. (Schodul. J) (13)
l~. N.t V.lu. of E.t.t. Subj.ot to T.. (l~)
NOTE I If an aaaeas.ent was 1saued previously. 11nBs 14. 15 and/or 16. 17 and 18 will
reflect figures that include the tatal of ahb returns asaesssd to date.
ASSESSMENT OF TAXI
15. Aoount of Lln. l~ .t Spou..l r.t. (IS)
16. Aoount of Lln. l~ t..obl. .t Llnool/Clo.. A r.t. (16)
17. ABOunt of Lln. l~ to. obI. .t Collot.r.I/Cl... B r.to (17)
lB. Prlnclp.1 T.. Du.
TAX CREDITS I
PAYHENT
DATE
01-17-97
ESTATE OF SCHMIDIGER
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l E.t.t. (Schedul. A)
2. Stock. and Bond. (Sch.dul. al
3. Clo..l~ Hold Stock/P.rtnor.hlp Int.r..t (Schodul. CI
~. Hartg.go./Not.. Roc.lvobl. (Schedul. DI
5. C.ah/8ank Dapollt.'"llc. Parlan.l Property (Schedule E)
6. Jolntl~ awn.d Prop.rt~ (Sch.dul. F)
7. Transflr. (Schedul. GJ
10 Tot.l AI.at.
III
(21
131
(~I
(51
(6)
171
.00
112 .491. 08
.00
.00
8.727.64
.00
31.283.18
(II
78,493.06 X .00.
10,960.66 X .06.
.00 X.15.
IlBI
RECEIPT
NUHBER
AA185087
DISCOUNT
INTEREST
(')
(-)
11 .53-
ANOUNT PAID
669.17
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
02-17-97
NOTICE
HOTEl To insure proper
credit to your acoount,
.ubolt the ....p.r portion
of this for. with your
tax pay.."t.
152.501.90
~:'l.n48 18
89,453.72
.00
89,453.72
.00
657.64
.00
657.64
657.64
.00
.00
.00
1-
~
f
IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
-.
..~ .,
RESERVATIONI E",t.. of d.cedent. dYing on O~ before Dec.~r 12. 19.2 .~ .f InY lutur. Int.r..t In the ....t. 1. trln.f.rr~
In po.....lon or enJoy.ent to Cl... . (coll,..,.l) benefic I"... of the d.c~t .,t,t the ..pltellon 0' InY ..tat. for
11'. or for y..r., the C~.lth her~y ,.pr..,ly rl..rv., the right to ~r.l.. ~ ...... trenl'" Inherlt~. T....
It the l-.ful CI... . (eol1_..,el) r.t. on eny .uch future Int.r..t.
PURPOSE lIl'
NOTICE I To fulfill the requlr--.nt. 0' Slctlon Zl~O of thl I~rltanc' .nd E.t.t. ". act, Act IZ of 1991. 72 P,$,
Sectlon 1140,
PAMNTI Detach the top portion 0' thlt Notice and ,ubIIlt with your PlY"'" to thlt Raght., of Willi prlntlld on the ny.,.. st.,
......... chKk or .."., order p.yllblt tal REGISTER OF MILLS, AOEHT
All P',",,'t nettveet ahIIll Unt be ..-1111C1 to .....y lnt.,ut which ..y bt dull with ."y t...lnH, ."UIICI to the tn.
RlFlllD (aU, A r.'und of . tax eneUt, which .... not r...u..tu on the Tn R.turn, IIV bII reque.ted by c-..I.tlng en "Application
for Aafund of Penn.ylvenla Inherltanc. ~ E.tat. Tax" (REY-IS1S). Appllc.tlon. .r. .v.llabl. .t the Dfflc.
of the A..I.t.r of Will., any of the ZS Aavenue DI.trlct Dfflc.., or by c.lllno the .peclal Z.-hour
en....rlng ..rvlc. nuaber. 'or for.. orderlngl In Penn.ylvanl. 1-100-56Z-Z050, out.lde Penn.ylvanl. and
within loc.1 Harrlabur. .r.. (717) 717-1.94, TDDI (717) 77Z-Z2SZ (H..rlng lap. Ired Onlyl.
DIJECTIDHSl Any p.rty In I"t.r..t not ..tl.fled with the appral..aent, .llowenc. or dl..llowanc. 0' deduction., or ......eent
of tax (Including discount or Int.r..t) .. .hown on thl, Hotlc. .u.t object within sixty (60) d.v. of rac.I,t a'
this Notice bVI
--written prot..t to the Pi D.p.rtaent of R.venua, Board of Ap,..I., a.,t. Z11021, Harrl.bur., PA 171ZI-1021, OR
--alectlon to have thl ..ttar d.t.r.lned at audit of the .ccount of thl pa...onal r.....ent.Uv., OR
--appa.1 to the Dr""',' Court.
AlllllM
ISTUTlVE
CORRfCTIOHSI
Factual .rrar. dl.cov.r.d on thl. ......eent ahould ba addr....d In writing tal PA Dapartaent of A.v~,
lur.au of Individual T.x.., ATTNI Pa.t A......ant R.vl... unit, D.,t. 210'01, H.....labur., PA 17121-0601
Phone (717) 717-6505, S..,... 5 0' the booklat "In.tructlon. for Inherltanc. T.x R.turn for. A..ldant
Decedent" (REY-IS01) for an .xplan.tlon of ~lnl.tr.tlv'IY carr.ctabl. .rrar..
DISCOUNT.
If anv tax due I, ,.Id within thra. (S) c.lendar -.nth. .ftar the decadent'. de.th, . flva parcent (S~) discount of
the tax ,.Id I. .llowed.
P[NAl T'fl
ThI 15X tax -.na.ty non-partlclpltlon panaltv I. COIPUtad on thl tot.1 of the t.x Ind Int.ra.t ......ad, ~ not
,.Id bIIfor. Jenuary .1, .9'6, thl flr.t d.v aft.r thl and of thl t.x ..ne.ty ,.rlod, Thla non-,artlclpatlon
penalty II ."..Iabla In the ... ..",.r end In thl thl .... U.. ,....ocs II vau would appa.1 thl tax and Intlr..t
that hi. bien ......M11 II IndlcatMII on thh notlc..
INTlAnTI
Intara.t I. charaad beginning with first d.v of d.llnquencv, or nine C') -.nth. and one (1) d.y fro. thl data of
de.th, to the d.t. of p.,.ant. T.x.. which bee... d.llnquent bafora January I, 19.2 b..r Intar..t .t the rata of
.1. (6X) pa..cant ,a.. annul calcul.t.d at . dlllv ..at. of .00016., All t.... which bee... delinquent on and .ft...
January 1, 19.Z will b.... Int.r..t .t a r.t. which will v.ry f.... c.land... valr to cllendlr ya.r with thlt rata
announcad by thl Pi Dlp...t,,"t of Aavenua, Tha .ppllcabla Intar..t ...t.. fa.. I'll th..ough 1997 arll
'!!!! tnt.....t Alt. D.lly Intar..t Factor !!!r Int.....t Alt. D.lh Int.....t Facto..
I9IZ taX .000541 1917 ox ,OODlO
1915 In .00001 1911"1991 IU ,OOOSOI
1914 I1X .DOOSOI 1991 'X .DODlO
"15 ISX .OOOSS' 1993-1'" 12 .0ODI9Z
1916 lOX .DOOZ74 1995.1997 'X .0ODl47
--tnt.....t I. c.lcul.tad .. fOU....1
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. luuad aftar thl tax bile.... deUnquant will ...fleet ., Int.....t calcul.tlon to flft..., (5) dlV'
bevond the d.t. of the .....aaant, If p.,.ant la .ade .fta.. thl Int.r..t coaputatlon d.t. shown on the
Notlc., edcUtlanal Int.....t ...t bII c.lcul.ted.
PROBATE S JBA 0 DATE:2JIII7
../"
. ,
gy.,UOOiMl)
'* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
OEPAIIllolENT OF REVENUE OF CHANGES
BUIl!AU OF INDMDUAL TAXES
I<ARRI.g~:Ii 2:e01,.....^'
I 8 R 1712 1
DECEDENT'S NAME Edwin J. Schmldlger FILE NUMBER
2196-0162
ACN 101
SCHEDULE ITEM EXPLANATION OF CHANGES
NO.
G 2 Increased to $31,283.18. The decedent's right to borroW against the plan Is subject to tax.
The value of the remainder Interest In the trust Is subject to tax at 6%.
TAX EXAMINER: Shawn E. Young
PAGE 1
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
DATE
ESTATE OF
DATE OF DEATH
FILE NUII1lER
COUNTY
ACN
c*'
111....0."....'"
05-19-97
SCHMIDIGER
02-07-96
21 96-0162
CUMBERLAND
201
A.o...t R..I ttlld
EDWIN
J
BUREAU OF INDIVIDUAL TAXES
11KR1lAHl% TAll DIVIII'*
VT. Z.."I
HARRlllURO, Pi 17121-0.01
EDMUND G MVERS ESQ
JOHNSON ETAL
PO BOX 109
LEMoVNE PA 17043
\
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
ESTATE OF SCHMIDIGER
EDWIN
J FILE NO.21 96-0162
ESTATE TAX DETERMINATION
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
IIOTE I To InlUre proper credit to your ..count, aubIIlt the upper portion of thh for. .lth your t.. poyunt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .....
R-iv:4iiJi-!X--AFP--{oi:-97i-----ii.-Niificjf-OF--n!TjfRHi~TiiiN-Aiin-AiisEsiiHENif----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
1. Cr.dit For st.t. D.ath Tax.a a. V.rifi.d
2. P.nn.ylvania Inh.ritanc. Tax A....s.d
(Excluding Di.count and/or Int.ra.t)
3. Inh.ritanc. Tax A......d by Oth.r Stat..
Dr T.rritori.. of the Unit.d Stat..
(Excluding Di.count and/or Int.r..t)
4. Total Inh.ritanc. Tax A......d
5. P.nn.ylvani. E.tat. Tax Du.
TAX CREDITS I
PAVMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
ACN 201
DATE 05-19-97
.00
657.64
.00
657.64
.00
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
oIF PAlO AFTER THIS OATE, SEE REVERSE SlOE IIF TOTAL DUE IS LESS THAN 'I, 110 PAYHEKT IS REQUIREO
FOR CALCULATION OF ADDITIONAL IKTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS.1
.,.__.~----,~-"",,,,,,_.,,, .~'-
_OF
NOTICE I
To fulfill the r~l~t. of Soctlo" Z14S Cb) of
17Z P.I. Soctl.. 91451.
no
c: - .
", (1, 'D
~.. _J
thl' InhlrltMC. .-.I (sbt. Tax Act, M.t 11 of "'5.
:u
:(1t;-.
PAYIEH1'I
.,.
~
-<
Detach the top portion of this Halle. end .ut.1t ..Ith your PlyMI'It to the Aegl8ter of WIUI printed on tM
rner.. I.de. \0
_... .... check or .....y order p.nbll tOI REGISTER OF MILLS, AGEJIT.
"'1J
"J -
M7lIII (aUI A ...t.nt of . tax cndlt ay M r.....ted by ..,ldl", WI -AppllClltlon for A.f\ftI of ~l~.d. ,. tri 9..
Inhlr1t~ end E.tat. Tax" (REV-ISIS). Appl1cat1onl Ir. .v.1Iebl. .t the Off1e. of the Revtltar Of~ll',
M!1 of the ZS .."..,. DlItr1ct Off lei' or fr.. the o.p.ru..t'. 14"hour .,.....ri". ..,...,lel nuIIbIn for for.. order1",1
In Penn811venle 1....aa-56Z...Z.5a, out,lde Penn.vlvtnll end wlth1n local Htrrllburl Ir.. (717) 7.7.....94,
m. (717) nl-usl CHelr1,... l"'llred Only).
DlJECTIDNlI IIrt Plrtv In Int.r..t not uUafled wIth the ........,t of tax .. ...., on thll noUce ..v obJHt ..Ithln
,1_tv C") ~. of receIpt of thl. Hatlcl byl
........r1U... prot..t to the PA Depart.ent of Revenue, Ioard of Appt..., Dept, ZlUll, Herrllburg, PA 17U....lOll, OR
.....lllGtll'll to t.v8 the atter det.,..lned .t IUdlt of the personal r.,rlSllf'ltIUve, OR
......,..1 to the OrphMs' Court.
AIIIIN-
IITRATlVE
CORRE:CTIClCSI
Feotuel .rrn:r. dllCOYand on thl. .........t at-ould be Mdre..ec1 In ..rIU", tal PA Dep.r~t of AIIYInUII,
lureeu of Indlv1dual T~D" ATTNI Pa.t A.......,t Aevl... unit, Dept. Z""I, Herrllburl, PA 17111-0'01,
Phone (717) 7.7.6505. s.. P'" S of the bookl.t -Instruction. for Inhlr1tMC' TIX A.turn for, ...Ident
Deoedent~ (REV"IS.I) for In a.,lenatlan of IdIlnl.tr.tlvelv corrlOtebl. error..
POW. TV.
The 15% tax ....tJ' non-Plrtlelp.Uon peneltv I, e....tlld on the total of the tax Md Int.rllt .....IId, end not
peld blfore Janulry I', 1996, the flr.t etav aft.r the Md of thl' tax ......ty period. this non-p.rUalp.Uon
penaltv 11 .....lfthl. In the ... ....r W1d In the the ._ U.. period .. you MOUld .....1 the tax end 1nt.r..t
thet hII. bMn ......ed .. Indicated on thl, noUc..
IHTDESTl
For etatll of dHth on or aft.r 10.S-'I, PMnUlvtnl. E.t.t. Tax bI.ad on the Faderal (at.te Tax
r.turn beooeI' dell,..-.t It the explr.Uon of nine CD'I -.nth. fr.. the ." of dMth.
For dIIt.. of dMth prior to 1O-S"", P"'.vlvMI. E.t.t. Tax ba.... on the 'adenl E.te" Tax return
-.0-. dellnquMt et the axplraUon of .IGhtMft (I,) eonth. fr.. the data of dMth.
T.... .....Ich bICIIII dell"",*,t blfore Jenuerv I, 191' bear Int.n.t .t the rats of alK ('X) perellf'lt per ......
CIIloulatad It a dellv rate of .'D01M. All tax.. .....Ich bee_ dell".,..,t on or .ft.r JwIuIIrv I, 1911 ..111 bur
Int.re.t .t a rete .....Ich ..111 Vlrv fr.. c.lender YHr to calender year ..Ith thet rat. ..,ounc:ed bv the PA
Deperteent of Revenue. ~ appl1cabla Inter..t rat.. for 1911 through 1"7 .r'l
V... Int.....t A." Dellv Jnt.r.st F..tar V... Int.r..t Rat. DallY Intere.t Featar
un ZlX .'DO"' 1917 9X . uno
1911 16X .100451 1911"1"1 IIX .00as01
19M IIX .100SGl I"Z 9X .001247
Uls ISX .OOGS" 1"5-1994 7X .00...1
19" IIX ,OOU74 1"5-1"7 9X . DOOIO
"-Int.r..t I. celoul.tad .. follow.1
lllTEllEllT . IALAIlCE OF TAX UNPAID X HUllBER OF DAYS OELIHQUEIIT X DAILY lllTEREBT FAero.
"""Anv Notlc. Inuad .fter the tax becoM. dellnqullf'lt ..111 raflect M Int.rllt caloul.Uon to flftMft (15) dlV'
bQond the dI" of the .........t. If p~t 11 ... .fter the Int.rlst eo.putaUan data Ihowl on the
NoUN, eddlUonel Int.n.t .u.t bI CIIloulated.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
. . . .
~
ss:
Marie A. Schmidiger
b.lng duly ",.,..,rn accordIng to law, depolu and uys that she is Executrix
of the Estate of Edwin J. Schmidiger
let. of __ ~r ~l!.~_~ship , ,Cumborl.nd County, Pa., d.c.as.d and that the
withIn Is .n Inv.ntory made by Marie A. Schmidiqer _ _ , the uld Executrix
of the .ntir. ....t. of 1.ld d.cedent, conllstlng of ell the pmonal prop'.,ty .nd rul ut.te, except rul ...et. ouhld.
th. Commonwulth of PennsylvanIa, and that the flguru opposite uch It.m of the Inv.ntory r.prellnt It's faIr valu.
u of the date of d.c.d.nt's duth.
Sworn to
.nd sublcribed before me,
~,......~~"'\
19 97
e....Io' . AlmW,.
Marie A. Scnml01ger, EX
922 Conley Drive
DIANNE LENIG. Nolary Pub!
Lemoyne Borough Cumberland Co.
My Commission Expires Dec. 21.1997
Mechanicsburg, PA 17055
Aid""
Date of Outh
7th
D.y
February
M.nth
1996
Y..,
INSTRUCTIONS
I. An inventory mUlt b. filed withIn thru months after appoIntment of personal repru.ntatlve.
2. A supplement Inventory mUlt be filed withIn thirty d.ys of dlsco.ery of additional allots.
3. Additional sheets may be attachad as to personalty or realty
4. Su Article IV, FiducIarIes Act of 1'14'1.
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Inventory of the real and personal estate of
SUPPLEMENTAL
EDWIN J. SCHMIDIGER deceased
. . .
1. letter of Intent fran Paul G. 1". Donohoe
dated June 3, 1989. Value determined
as per Narrative attached to Schedule
E of the Inheritance Tax Return.
$397,464 00
'lUl'AL
$397,464 00
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20. If lint 19 II gr.ott' Ihan Un. 18, .nl.r .h. diH.,.ncI on lint 20. Thl. Is Ih. OVERPAYMENT,
1ilI0
21. If lint 18 Is gr,ol., .hon lint 19, .nl., Ih. differ,ntt on lIn. 21. Thil II the TAX DUE,
A, En'" .hlln'",,' on .hl bolonco dUI on lInl 21A.11/7/96 - 5/27/97
B. En'" .hl '0'01 olllnl 21 ond 21A on lInl 21B. TM.I. thl BALANCE DUE.
Moh Check Payable '01 R,gl"., of Will., Aglnt
'. ,,~".' '," ~ ~. BE SURETO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ..' ..,..... ,':,"
Und., penchl" of p,rlury. I d.c1olllhot I ho.... ,xDmin,d fhi. ,,'urn, Including accompanying .ch.dul.. and t'olem.nts, and to the b.., of my knowl.dg. and b.li,f.
it h Iru., COrleet and compl.t.. I d.clor. thai 011 r.ol IItot. hat bltn ,.port.d 01 Irut morbi valul. Oeclaration of pre par., oth.r thon Ih, plnanal r.p,..,nloli...1 Is
balld an alllnformalio of, which pre par., hOI ony knowl.dg.,
II 01 PI N IIlI fa LING.( n 922 Conley Dri ve D"'l~ ,
'f-tR -v.(/U~ Mechanicsburg, PA 17055 ,57271'1':>
r e '6.. DAll ...
I.erroyne, PA 17 43-0109 5727(11
lrv.uoo EX. 11.9'1
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SUPPLEMEm'J\L
I~ ."~G. - I;)"
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
c:...
~,~.~
~
fOR DATlS Of DIATH AnlR 12131191 CHICK HIU
If A SPOUSAL
POVUTY CUDIT IS CLAIMID 0
flU NUMUR
15
Ii!
u
w
a
COMMONWEALTH O' 'ENNSYlVANIA
OI',AUMfNT 0' a(V(NU(
01".210601
HAUISlUIO.'''' 17121-(1601
o to N' N.toM ILAS. ,I: . AND MIDDIIIPil 'All
SCllMIDlGER I'DfIN J.
922 Calley Drive
~csburg, PA 17055
CD,,"'t ClM3I~]Um>
AMOUNT ."IIVID IUIIN'UUCtIONSI
21
COUNTY COOl
o CIO(Nl.HO....ru I ADDllU
96
YIAR
0162
NUMBlR'
lOCIAl uev.'I' HUMUI
OAt( 0' DIAl"
2/7/96
093-36-0924
pA."IC"tlllluh1""OII'Ou\l'.N"..,l\...U,"llt....O/lllIOOIII...,'''1I
$315,375.76
03.
1X15,
.....
wi5
..a
"z
Sf
Marie A. Schsddi er 133-36-2047
o 1. Original R.lurn XXI 2. Supplemental R,'urn
o A, lImir.d Eltot. 0 .co. Fulur. Inl"'" Compromi..
(lor do'.. of dlolh oh" 12.12.B2)
o 6. D.nden' Di.d T'1l01. 0 7. O.e.d,nl Mainlain.d 0 living Trull
IA"och copy 01 Will) (Alloch copy 01 Tru")
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAMI COMmU MAiliNG ADOlln
EcEund G. Myers, Esquire Johnsonl Duffie, stewart & Weidner
301 Market St., P. O. Box 109
PA 17043-0109
_B.
R.",oindlt R,turn
(for do'.. of dlolh prior '0 12.13.B2)
hd,rol Ellal. Tall R,turn Required
Supp1errenta1
TOlalNumb" of Soft C.polil Bo...
761-4540
Z
a
;::
:5
~
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w
..
1. Rlol E"o'" (Schedull AI ( 1 )
2. S.ock. ond Bond. (Schldull BI ( 2 )
3. Clollly Hlld S'ock/Portnl"Mp In'III" (Schldull q ( 3)
4. Mortgog.. ond No'te Roclivobll (Schldull 01 ( 4 )
5. COlh. Bonk C.polill & MisullaneouI Perlonal Prop.rty ( 5 )
(Schldull E)
6. Joinlly Ownld Proplrty (Schldull FI 161
7. Trontl". (Schldull GI(Schldull II (71
8. Total Gran AU"I (lolaIUn.. 1,7)
9. Fun.ral Expln.,., AdminislrOli'u COlh, Mile.llan,ouI (9)
hpln... (Sch.dule HJ
10. Olb... Mongogl liobiB'ite, Liln. (Schedull II (10)
11. To.ol Oldudion.('o'ol Un.. 9 & 101
12. N.t Valu. of Estot, (lint 8 minu.line II)
13. Charltabl. and Go....rnm.ntol Bequ.1Is (Schedul, J)
14. Ntt Value 5ub"d 10 TOllllint 12 minus lint 13)
15. 5pou.ol T,ontll" (10' do... of dlo,h oh" 6.30.941
S.. In'!ludions for Af,plicobl. Perc,ntDg' on RI"""
Sid.. (Includ. volt..,. rom Sch.dul. K or Sch.dul. M.I
16. Amount of lint U loaob!, 01 6% roll
(Include valulI from Sch.dul. K or Schedule M,)
17, Amount of lint 1A taJlabl. at 15% ral.
(Includ. valull from Sch.dull K or Sch.dul. M.J
lB. Principal taJl due (Add laJl from Un" 15, 16 and 17,)
19. C"dill Spaulal Pov.rty Credit Priar Poym.nll
+
(Ill -0-
(121 397,464.00
(131 -0-
(141 397,464.00
0 -0-
X._D
x ,06 D 4,925.29
x .15 D -0-
(lB) 4,925.29
(19) -0-
120)
397,464.00
(B I
397.464.00
Z
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..
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u
(151 315,375.76
(161 82,088.24
(171
Discounl Inttrelt
+
~
..
Chcck hcrc H you arc rcquesling a refund of your overpayment.
4,925.29
206.81
5.132.10
(211
(21A)
(21B)
.
'. :~
"
.
EDWIN J. SCHMIDIGER ESTATE
21-96-0162
The Executrix learned, after the 706 was filed, that Deeedent at the time of death possessed a
Letter of Intent dated June 3, 1989 from Paul G.F. Donohoe. A copy of the Letter of Intent is allaehed.
As a result of the promise contained therein, Paul G.F. Donohoe paid a cheek to the Estate on January
8, 1997 In the amount of $353,787.00.
Sehedule F of the 706 should have included the Leller of Intent as Item #6. The purpose of this
narrative is to plaee a value thereon as of the date of Deeedent's death.
In 1989, Decedent owned 50 shares of PC Teehnlcal Services, Inc. (pC Tech), a small.closely
held corporation in the business of providing installation and maintenance of computer networks and
eomputer hardware. Gorham Clark, Inc. (Gorham Clark), a closely held corporation In the business of
eonsultlng for software development and application and computer network integration, made an offer
to aequlre the stoek of PC Tech. At that time, there were others interested In PC Tech stock at higher
priees. Deeedent and prineipals of PC Teeh deeided to aecept the offer from Gorham Clark sinee it
provided a better fit for the operations of PC Tech. As required by Gorham Clark In the acquisition,
Dccedent's shares in PC Tech were redeemed by PC Tech, and Decedent reported the capital gain on his
t989 income tax return. As additional consideration and indueement for redemption of Deeedent's stoek,
Decedent reeeived the Letter of Intent from Mr. Donohoe, a shareholder of PC Tech.
After the merger Gorham Clark operated PC Tech as a wholly owned subsidiary, and the business
grew. Revenues In 1989 totaled $3,385,000.00 and Inereased almost every year thereafter. In 1990,
Gorham Clark Invested In USConnect Partners, Inc. (USConnect), a nationwide consortium of a regional
systems Integrators like Gorham Clark.
In 1993 or so, a company expressed Interest In aequlring the stock of Gorham Clark. Ultimately
the sale was not consummated beeause the offeror was not interested in the hardware operations of the
eompany, and the transaetion would have required the aequlror to assume amortized assets unfavorably.
In 1993 Gorham Clark earned revenues of $5,997,000.00. Revenues generated In 1995 totaled
$8,952,000.00.
,
.
.
'.
By the time of Deeedent's death In February, 1996, mergers and eonsolldations accelerated
throughout the computer industry. According to Mr. Donohoe, one of the principals of Gorham Clark,
there were no offers then pending for aequlsition of Gorham Clark stoek, and the shareholders were not
actively seeking to be aequired, even though the principal shareholders planned to seek offers within the
next few years.
In May of 1996, a potential acquiror approached USConneet and initiated discussions for the
aequlsitlon of all members of US Connect, including Gorham Clark, for a price for the stock equal to 85%
times "tralling revenues" (that is, revenues for the year Immediately preceding). Gorham Clark rejected
the offer. The price offered was depressed beeause the level of performanee and financial condition of
some members of USConnect was not as favorable as that for other members, such as Gorham Clark.
Beeause of the interest of the aequiror and the aeeelerating consolidation of the computer
interconnect industry, Gorham Clark hired an investment banker, Capital Alliance of Dallas, Texas for
the purpose of solleiting offers and protecting its interests. By September, 1996 another potential
aequiror, InaCom Corp. (InaCom), expressed serious interest in Gorham Clark and some of the other
companies whleh were pan of USConnect. On Deeember 20, 1996 Gorham Clark exeeuted an
Agreement to be acquired by InaCom for a price of $14,500,000.00, and the sale of the Gorham Clark
stoek, ineluding that owned by Paul G.F. Donohoe, was eonsummated in January, 1997. Mr. Donohoe
received $3,691,320.00 plus a conditional promise of additional shares of InaCom stock then valued at
$1,341,244.80 to be delivered one-half in January of 1998 and the other one-half in January of 1999.
Donohoe's right to receive his portion of the InaCom stoek is conditioned on his continued employment
by InaCom.
In December, 1996, Mr. Donohoe alerted the Executrix to the consummation of the aequisition
by InaCom, and the anticipated payments to the Estate in aecordance with the Leller of Intent. In
January, 1997 the Estate received Mr. Donohoe's eheck for $353,787.00 representing ten (10%) percent
of the cash, net of his expenses, he received for his Gorham Clark stoek. At the time of Deeedent's
death, his Widow was unaware of the impact of the Leller of Intent, the possibility of sale or the right
to reeeive proeeeds as a result of a sale.
RfV""7 rx- (10oll4)
.
COoNONWfALTH 01' I'EHNS~~VAHIA
1NHER1TN/CI!TAXllaTURH
llellllENT DEcaDEill'
eSTATE OF FILe NUMBER
SCHMIDIGER, EDWIN J. 21-96-0162
This schedule Is approprlale only for Estates of decedenl~ dying anor Decembor 12,1982.
This schedule Is to be used for all future Inlerests where the rate oflal( whIch wlll be applicable when the future
Interest vests In ossesslon and en 0 ment cannot be established wllh Cl'lrfalnt .
The Instrumenl creating the Mure Inlerest Is: (PleBse attach copy of Instrument)
>Oll Will a Trust a othor
SCHEDUL.E M
FUTURE INTEREST COMPROMISE
I. Benenclarles
NAME OF
BENEFICIARY
'.Roberta M. Schmidi er
2.
RELATIONSHIP
Dau hter
DATE OF
BIRTH
5 1 74
AGE TO
NEAREST BIRTHDAY
2
3.
...
5.
II. For decedents dying on or aller July 1, 1994, If 0 surviving spouse exercised or Intends to exercise ano 01 Ihe
following wllhln 9 months ofthB decedent's death, check the epproprlate block and supply e copy of the
documontln Which the survIving spouse exercises such wllhdrawal right.
o Unlimited right of wIthdrawal a Limited right of withdrawal
III. Explanation of CompromIse Offer. (If mars space Is needed, attach additional 8.5 X 11. sheets)
Value of Fund fran which Life
Estate is payable
Life Estate (Marie A. Schmidiger, Wife)
$ 397,464.00
315,375.76
Future Interest
$ 82,088.24
The future interest is $82,088.24. The possibility that the future interest
will vest in others (at the 15% rate) is extremely remote based on the young
age of Roberta M. Schmidiger, daughter.
IV. Summary of Compromlss Offer:
1 A t fF t It t $ 82,08_8.64_
. moun 0 u ure n eres ..............................
2. Value of Une 1 exempt from tax as amount passing 10 charities, etc. . . . . . . . . . . . .
(also Include es part of lotal shown on Line 13 of Cover Sheet)
3. Value of LIne 1 passing to spouse at appropriate tax rate. . . . . . . . . . . . . . . . . . . . .
Check 1 Block 06% ,03%,02':'0.01%,0 Exempt
(also Include os part of lolal shown on Line 15 of Caver Sheet)
4. Valuu of line 1 Taxable 81 Lineal Rate ..................................
(also Include as part of lolal shown on Uno 18 of Cover Shuo\)
5. Value of LIne 1 Taxable el Collateral Rate.. . . . . . . . . . . . . . . .. . . . .. . . . . . . . .
(olso Include liS port of lotal shawn an Une 17 af Cover Sheet)
8. Total Vlllue of Future Interest (sum of Lines 2thru 5 must equal Line 1) . . . . . . . . .
$ -0-
-.- -'
$ -0-
--"-
$ 82,.088..2.1...-.,
$ _'. -0-
$ -B2..QIDL.~L- .
IlEV.I649 L,\(. (lI9l)
*
SCHEDULE 0
TRANSFERS TO SURVIVING SPOUSE
~tHOIrDM1\oVAt4\
MDlTNClT'uUT\.IL't
--
ESTATE OF
ru.Nwnbtr
SCHMIDIGER, EDWIN J.
21-96-0162
PART A: EnI<t tht dcs<ription and value or all in,....... both ....bl. and non.....bl.. "audlns of lnation. (n<l of clcdu<lions)
which lollwideetdmt'.survivinlS ICbywiU,inlaUCY.O lion of law, orowrwilC.
Desai lion ofilems
1
Amount
$
315,375.76
Life Estate - Schedule 1< -
Put A Total: EnI<t tht _I silo"" on tilt rc<>l'ilUlllion sbocI in tht D1ced.nl Info.",.don S<ctlon.
Election To Subjec:l Property To Tu Under Sedlon 1113(A) AJ A Tuable Transfer By This DecedenL
If . trWlorsimilu unn&""""...... tht rcquircmtnlJ orScction 1113(A). and:
L Tho trWl or similu uranaana>!1s listtd on Schedul. O. and
b. Tho valu. oftht lNlI or similar uranaana>! is mtcTtd in """I. or in put IS an UJCl on Schedul. O.
then thttnnSf....., pmonaI rcp.....,.uve may ope<ilica1ly idtnlUY tht trWl (all or. Cradi....1 po<tion or petctnUa') 10 I>< inclu&ed in tht .Itclion 10 bave
JUCh tnlIlor similarl""P"'Y ltuud IS' wc>bl. tnnSfcr in Ihis _". If 1",1han tht ",tit. ",I.. or lb. tnlIl or ,Unilar ptopetIY Is inclu&ed IS'._
wc>ble tnnSfcr on Scbedul. O. tht pmonaI rcprcoenutivo WIll>< ....idered 10 bav' made tht .Itclion only IS 10' Cradion or tht tnlIl or .imilu unn&-
Tho........... orlhis Cradioa Is cqual 10 tht amount ortht tnlSt or .imilar .....a"""" inclu&ed IS · wc>bl. UJCl on Schedul. O. Tho .s..omln..orls cqual
to tht \Ol&l valu. ortht tnlSt or .imilar uranaanent.
ELECTION. Do 7"0.1ect and,. St<tIon 2\1J(A) to '_' IS' us.ble .rander'" thlI...... aU 0" portlon oh \rUS1 0. IInUIar arran&.m.nl
._1<4 ro. 1b...Ie.... orthll (~'" ,umvln& ,po.... durln~ 1M ,~~" .nllnll!.1Ime1 .-L. - t....
YES D NO s'cn.::?liht,( ~4W< ~ .5P'7/N
!Iota: trlb. .lcclIon .ppU.. \0 mort .han on. ....., 0' 1lm1l.. .......&.m.n~ Ib.n · IIp.rate ronn musl ... ,I and Ned.
Part B: EnI<t tht dcs<ription and valu. orall inlera\I. both wc>bl. and .........bl.. "audl", ortnation. (Mlofclcduellons)
wbich to tht cItcedenl'uurvivina spouse for ..hich. Stclion 1111 (Al .Itclion is I><ina made.
Descri lion ofilems -
I
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COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXIS
DEPT,280601
HARRISBURG, PA 17128.0601
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
WI':I;,
,I
,
NO. AA211374 "tY,1I0mell.HI
RECEIVED FROM:
r
ACN
ASSEBSMwr
CONTnOL
NUM8EII
AMOUNT
,
'I
.
'I.',
MYERS EDMUND G
301 MARKET STREET
POBOX 109
LEMOYNE. PA 17043
HH-
'1!I.13e.l0
;'
.
rOlDIVlI'
rQ.D H[RE ..
ESTATE INFORMATION:
FILE NUMBER
NAME OF DECEDENT elASn
3-36-0'124
IFlASTI
IMII
DATE OF PAYMENT
..,111I J
"
POSTMARK DATE
..
I
TOTAL AMOUNT PAlO
'~,13e.l0
.,
"
COUNTY
DATE OF DEATH
nEGt~:d En OF WilLS
Q e ~ PB
nECEIVE08V )tj'Lt r" ,,,J -r~ 4,1,,--
MARY C. L6 IS ~I -1~~
REGISTER OF WILLS tU4(/ A;I;r/
REMAR MARIE A SCHMIDIGER
C/O EDMUND G MYERB Ese
SEAlJ:HECKII 1 ee
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Section .141).
PAYJCJITa OIboh the top ...rUon of thll Mell" ~ AM" ....h ..". ,lrMnt t. thllIIe.I,'" If Wllb "Inted on the
,...,.,... IleM.
-- -0 _ or _, ordor ..,01010 to, UGIII'D Dr NIL.... ADEIIT.
REF\IID (au, A r.fund .f . t.. C1,ldlt -w be '....,... ., ........'" ., ....11..11.., 'or R'fund of PemQlwnl.
Inhtrlhnoe MIl IEIbt, TI.- UIIY-UUI. "'lI..U",. Ir. w.II..... It IhI Offl.. of the _..Jeter of NUh,
MY of the U Itwwue DlIlr..' Off.... It f,. 'hi .....,t...". 14"hour M....rt,. I.rvle. ~,. for 'or.. ordllr!ntu
In PennIY1~1. 1.....161.111., IUtl." ,-""IYlwlnl, ~ .Ithln ..... Hlrrlabur. .t.. (711) 7.7-1094,
TDD. (717) nt-lUr C....'lne J....,... an...,
OIJECTIONSI "'" "'tv In In'e,..' not ..th..... ..U" the ..H......' If t.. II IhcMIn on thh notice _J' object Nlthln
II.ty ("1 ~J" .f '''.1'1 If thl, Nttl.. .,.
"wlttlfl pretlt' to the 'A o.,v'~t If 'twnuI, "'r. If WeIll, 0.,1. 111121, "-,rhbur., PA l1UI-1021, OR
--Ilectl,. to ,.,. the ....., "'.r.lnMI .t ....u ., the ,.r..".1 r..r.....teUve, OR
....,..1 t. the Drtthen.' Court
IIIUN-
ISTlUTlVE
CXlAR[CTJOIII.
f'M1tu.1 error. dllCOYtIreil on "'It ........"t ......_ be liddrll" In wrlU,.. tal 'A Depe,t--.t of R.........,
Jut.., 0' lncUvlduel ,...., "'"I h.t ..H......t ..vl... &MU, o.t. ,.1101, Htrrhbur.., PA 17128-0601,
Phone (717) 7'7-"'1, ... ,... . ., the ~I.t -In.truetlon. 'or Inherltanc. 'ax R.turn 'or. R..ldtnt
Deotdtnt- (1EV-III1' 'or In ..,atnetltn ., .--lnl.t,.tlv.I, .orrlltabl. .,ro,.,
PENALTY.
ThIIU ta .....ltv ","-,.rU.I,.tI., ,..It, It --.utili an the t.t.1 0' the tax end Intl....t ........., MIl not
~Id be'or. """'-rv I', I"" the flret ..., ."., the tnd of the t.. -.nt.tv pe,IDeI. Thle non-pt,Ucl,.Uon
pentltv It ""._1' In the ... ....r end In thl thl ._ 11.. ,.rlDel II you would .....1 the tme Ind In..,..t
tNt ..... been ......... II Indlc.tld ., thh ",U..,
1HTDt!ITI
Addltlonel Penn.,lvenl. I.t.,. ,.. .....1Id .. . r.tult 0' . chenot on the Feder.1 E.tata TIX olo.lng
I.U., eae.-. dllI~' .t thl 'lI,anUan ., .. (S) Mnth "011 the ..... tM UMl notlct of thlI Inc'....
In ,...,.1 r.t.t. T.. I. ''''IYI4.
,.... "'Ioh ....... dlU,..,.,.t befo,. JtnUIt" 1, 1.11 belr Int.,..t .t the rtt. a' .11I (OJ pete,"t pe, ......
o.lcul.tlll It . dill, ,.t. .f ,"'164. All t.... which bee... delinquent on 0' .,t., Jenu.rv I, 191Z ..III bI.,
Int.,..t .t . nt. ....IGh wUI VIr, ". ealll'ldlr ,..r to clltndtr ~"r with tNt nt. ~ by the PI
o.,.,t-.nt .f ..venue. The .,,11....1. Int.,..t ,.t.. 'A' 1912 through 1997 "'1
~ Int.r..t ..t. o.lh Int,,"t ,..t.r !!!!' 'nt.rllt R.t. DIIU,. Int.,..t Feotar
nn '11 ....". 1907 '1 _100l47
1..1 IU ...10. 1'''-1"1 111 .DOOSOl
1'04 111 ....11I 1"' 91 .011247
1..1 III .IIU" I"S-Itt4 n .010192
I'" III . ""'4 1"1-1"7 .1 .IOOl47
"-Int.,...t I, .aleulltld .. f.U....
lllTElDT . aALAIlCl OF TAX UHPAID X IMlIER DF DAYS DELINQUEIIT X DAILY lllTEllERT FAC:nlR
..-Any NoUII hlUlCl .lter the t.. bteoeta dlU.,...,t ..Ill rafl.at ., Intl'lIt c'lcul.t1on to flit... US) du.
btvond the dlt. 0' the .....tetnt. If ,.,.."t It ... I".r the Int.r..t COIIpUtaUan data ......, on the
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Receipts of Pr1nclpal
Assets Listed in Inventory
(Valued as of Date of Death)
FJ &V!f .ny
AoJuisitial
Value
stock:
37,966.960 Shares - Dreyfus Pennsylvania
Municipal Money Market Fund
31,244.160 Shares - Dreyfus BASIC Money
Fund
37,966.96
31,244.16
17,886.640 Shares - Dreyfus 100% U.S.
Treasury Money Market
25,393.320 Shares - 01de Custodian Fund
Premium Plus
17,886.64
25,393.32
112,491.08
'nmgible Ferscnal Prcpert:y:
1982 cadillac Coupe-De-Vil1e (high mileage) 100.00
1988 GIC S-15 4x4 Truck 5,000.00 5,100.00
cash:
EnS ~loyees I Federal credit Union
Checking Account No. 955634-002 3,627.64 3,627.64
Life Insurance:
Provident Life & Accident Insurance Ccrnpany
Policy No. ll65803-R 100.051. 85 100,051.85
Jetter of Intent:
Cash fran Paul G. F. Donohoe based
on Ii!tter of Intent dated June 3, 1989. 353,787.00 353,787.00
(see Inforrration Schedule)
Miscellaneous
West Shore Tax Bureau - refund 105.58 105.58
Total p...-ipts of Principal $ 575,163.15
-3-
Gains and r""-es 00 Sales or other Dispositions
Gain toss
8/30/96 17,886.640 Shs. Dreyfus 100%
U.S. Treasury fobney Market
Fiduciary Value $ 17,886.64
Proceeds 17,886.64 -a- -a-
8/30/96 471.81 Dividend Reinvested shares
of Dreyfus 100% U.S. Treasury
/obney Market.
Purchase price $ 471.81
Proceeds 471.81 -a- -a-
8/30/96 31,244.16 Shs. Dreyfus BASIC
/obney Fund
Fiduciary Value $ 31,244.16
Proceeds 31,244.16 -a- -a-
8/30/96 929.79 Dividend Reinvested shares
Dreyfus BASIC ~Ioney fund
Purchase Price $ 929.79
Proceeds 924.79 -a- 5.00
8/30/96 37,966.96 Shs. Dreyfus Pennsylvania
Municipal fobney Market Fund
Fiduciary Value $ 37,966.96
Proceeds 37,966.96 -a- -a-
8/30/96 642.91 Dividend Reinvested shares
of Dreyfus Pennsylvania Municipal
foIoney Market Fund
Purchase price $ 642.91
Proceeds 642.91 -0- -a-
9/16/96 25,393.32 Shs. 01de CUstodian Fund
Premium Plus
Fiduciary Value $ 25,393.32
Proceeds 25,393.32 -a- -a-
-4-
Gains and J<lE''Jes en Sales or other D:I'V""itions. Oont:inued
Gain IaJs
9/16/96 795.59 Dividend Reinvested shares
of 01de CUStodian Fund
Purchase Price $ 795.59
Proceeds 795.59 -0- -0-
'lbtal Gains and J <lEI'.les -0- $ 5.00
NET IalS $ 5.00
1>isOOntA.~rt:s of Principal
Debts of ~
1996
4/2
4/16
Got Gold Card - charge account balance
IDS Deferred Canpensation Plan - loan
balance
$ 2,617.57
31,283.18
33,900.75
4/2
4/2
PImeral. Expenses
Malpezzi Funeral Hane
Rothermel's Florist, Inc.
4,385.00
318.00
4,703.00
8/22
Fam11y ~L1m
Marie A. Schmidiger, claimant
3,500.00
3,500.00
-5-
DJ~-'-Its of Pr1nclpal. Oontinued
1996
JIdadn1stration Expenses
2/21 Register of Wills - Probate charges 273.00
2/27 Curlilerland Law Journal - advertise letters 60.00
3/21 Register of Wills - short certificates 6.00
3/25 Register of Wills - short certificates 6.00
3/29 'lbe Patriot-News CO. - advertise letters 63.40
4/25 Gloria P. Frazee - household goods appraisal 125.00
4/25 L. G. Connor - real estate appraisal -
922 conley Drive 250.00
4/26 Chuck Bricker, Auctioneer - household goods
appraisal - 922 COnley Drive 60.00
8/16 Register of ,Wills - short Certificates 6.00
8/23 Register of Wills - file Inventory and
Inheritance Tax Return 25.00
1997
T19 Marie A. Scl1nidiger - reimbursement for 3
short certificates and Express Mail charges 25.75
6/2 Register of Wills - file supplemental Inventory
and Inheritance Tax Return 20.00
6/10 Dauphin Deposit Bank & Trust C~y - charge
for additional Estate checks 18.11
6/16 Register of Wills - additional probate charges 70.00 1,008.26
Inheritance Tax
1997
5/13 Register of Wills, Agent - Inheritance Tax
on Future Interest of Roberta, daughter
of decedent. 669.17
6/2 Register of Wills, Agent - Inheritance Tax
on supplemental on Future Interest of
Roberta, daughter of decedent. 5,132.10 5.801.27
l'OOs and Chmri -ions
1lli.
9/13 Marie A. 5chmidiger - Executrix's Canni.ssion 9,000.00
9/13 Johnson, Duffie, Stewart & Weidner - on
account of attorney's fee 4,500.00 13,500.00
-6-
J)f.mur-.....~,ts of Principal, Continued
Miscellaneous
4/26/96 Marie A. SChmidiger - reimbursement for
payment to Waggoner, Fruitiger & Daub -
preparation of 1995 incane tax returns.
325.00
325.00
Reserve
Register of Wills - file First and
Partial Account and Statemmt of
Proposed Distribution.
Johnson, Duffie, Stewart & Weidner -
balance of attorney's fee.
150.00
8,500.00
8,650.00
Total Disbursements of Principal
$ 71,388.28
Dividend Reinvest:uents
Infomatim Sc:bedule - Principal.
Dreyfus 100% U.S. Treasury Money
Market
Dreyfus BASIC Money Fund
Dreyfus PeMsy1vania Municipal
Money Market Fund
01de custodian Fund
471.81 Shares
929.79 Shares
642.91 Shares
795.59 Shares
Bank :rm..:..t....uls - Certificates of Deposit
1/15/97 -
6/2/97 -
9/18/96 -
1/14/97 -
1/14/97 -
1/14/97 -
Dauphin Deposit Bank & Trust Canpany
Dauphin Deposit Bank & Trust Canpany
York Federal
Pennsylvania State Bank
PeMsy1vania National Bank
(reinvested 7/14/97 - PNC Bank)
Fulton Bank
- $ 55,000.00
60,739.69
100,000.00
100,000.00
100,000.00
100,000.00
-7-
~ of Incane
5/13/97
PA Oepartrrent of Revenue - tax due on
PA 41 - Fiduciary Incane Tax Return
for fiscal year beginning 2/7/96 and
ending January 31, 1997.
$ 189.00
Total Disb\Jrllell1ellts of Incane
$ 189.00
-jJkwjj/t,~
MARIE A. SCHMIDIGE , IX
C(MoDlWE1\L'lll OF PENNSYLVANIA :
COONl"i OF CIJo\BERLTIND
ss.
MARIE A. SCHMIDIGER, Executrix under the last Will and Testarrent of EDWIN J.
SCHMIDIGER, deceased, hereby declares under oath that she has fully and faithfully
discharged the duties of her office 1 that the foregoing First and Partial l\Ccount
is true and correct and fully discloses all significant transactions occurring
during the accounting period 1 that all taxes presently due fran the Estate have
been paid 1 and that the Grant of Letters and the first canplete advertiserrent
thereof occurred llDre than four (4) llDnths before the filing of the l\CCOunt.
'-1Jfw;~~~
MARIE A. SCHMIDIGj,;R, IX
Subscribed and S'io'Orn to
by Marie A. Schmidiger before
me this ~"Ol\ day of
September, 1997.
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NOTARiAl SEAL
DIANNE lENIG, NolarY Public
lemoyne BolOUgh cumbetland Co.
My CommIssion Expires Dee. 21,1997
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SCHMIOIGER
02-07-96
21 96-0162
CUMBERLAUO
101
L~ Anount RanHt.d
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MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
RETAIN LOWER PORTION FOR YOUR RECORDS 41
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~
BUREAU OF INOIVIOUAL TAXES
INI1LfHIANC[ U)l DI~ION
DEPt. :80601 ~
UAAAISBUAC, '-:A."118-ObOI
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR OISALLOWANCE
OF OEOUCTIOHS ANO ASSESSMENT OF TAX
EDMUND G MYERS
JOHNSON ET AL
PO BOX 109
LEMOYNE
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17043
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D[Pf. :8060l
HARRISBURC, Pi "iza'ObOI
NOTICE or INtlERIT ANCE TAX
APPRAISEMENT. AllOWAtlCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
EDMUND G MYERS ESQ
JOHNSON ETAL
PO BOX 109
LEMOYNE PA 17043
DATE
ESTATE OF
DATE OF DEATM
FILE NUMBER
COUNTY
ACN
12-08-97
SCHMIOIGER
02-07-96
21 96-0t62
CUMBERLAIlD
101
I AMount Re"itt.d
~----=-=-:=
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"'.1101 It." 1'0.",
EDWIIl
J
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifEV: i5'4i-E'lf" A FP-i (iF 97Y -Noi'"iCE- -OF - "iNti E iii;: ANtE-Y AX- APPRA i SEtlE'N"-; -A [i.-owANc E - OR---- -- -- --- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCHMIDIGER EDWIN J FILE NO. 21 96-0162 ACN 101 DATE 12-08-97
TAX RETURN WAS: I X I ACCEPTED AS FILED
I CtlANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL
1. Re.l est.t. (Schedule AI
2. stocks and Bonds (Schedule 8)
3. Closely Held Stock/P.~tn.rshlp Interest (Schedule CJ
4, Hartg.gel/Note. Receivable (Schedule DJ
S. Cash/Sank Deposits/Mile, Personal Property (Sch.d~l. EJ
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Total Assat.
NO. 01
RETURN
Ul
121
131
141
151
lbl
(7)
.00
.00
.00
.00
397. 464.00
.00
.00
181
If an assessment was issued previously, lines 14. 15 and/or 1&, 17
reflect figures that include the total of ALL returns assessed to
ASSESSMENT OF TAX:
IS, AMount of Llna 14 .t Spousal ret. (15)
16. Anount of Llna 14 ta~ebla .t Lin.al/Clasl A rata lib)
17, Anount of Line 14 ta~able .t Coll.taral/Cless B rate (17)
18. Principal Tax Due
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn, Costs/Mise, Expense. (Schedule H) Iq)
10. Dobt.IMo,tgogo Llobllltl../Llon. (Schodulo II 110)
11, Total Deductions
12. Nat Value of Tax R.turn
13. Cheritabla/Governna"t.1 Baquasts} Non-alactad 9113 Trust. (Schedule J)
14, Nat Valua of Estat. Subjact to Tax
NOTE:
.00
.00
Ill)
U21
U31
U41
393.868.82 X .00.
93.048.90 X .06.
.00 X .15.
U81
TAX CREDITS I
PAYHENT
DATE
01-17-97
06-02-97
DISCDUNT (+1
INTEREST/PEN PAID (-I
97.91-
120.43-
RECEIPT
NUMBER
AA185087
AA211374
AHOUNT PAID
669.17
5,132.10
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-03-97
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To In sura propar
cradit to your account,
lubnit tha upper portion
of this forn with your
tax paynant.
397.464.00
nn
397.464.00
.00
486.917.72
and 18 will
date.
.00
5.582.93
.00
5,582.93
5,582.93
.00
47.92
47.92
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIDN OF ADDITIDNAL INTEREST.
I IF TOTAL DUE IS LESS THAN II. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A" "CREDIT" ICRl. YOU HAY BE DUE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
I:;: i6-1,;(
c/
BUREAU OF INOIVIDUAL TAXES
INHlAITAHCE 'AX DIVISION
DEP1, UUOl
HARRISBURC, p, 11121-0601
1I"u",,1" III.'"
EDMUND G MYERS ESQ
JOHNSON ETAL
PO BOX 109
LEMOYNE PA 17043
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-05-98
SCHMIDIGER
02-07-96
21 96-0162
CUMBERLAND
101
EDWIN
J
t
AMount Re"itted
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE. To inluro propor crodit to your occount. sub.it tho uppor portion of this for. oith your to. poy.ont.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
itiV:ifiiij-EX"AFP-{ji3:m-------Jiiiii-iNHERiTAiiifi-TAX-S;,'jiiiiiENT-OF-ACColiiiiniiiJi-------n-n-n------
ESTATE OF SCHMIDIGER EDWIN J FILE NO. 21 96-0162 ACN 101 DATE 01-05-98
THIS STATENENT IS PROVIDED TD ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NANED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATIDN OF ALL PAYNENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTEO INTEREST FI~URE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 12-01-97
PRINCIPAL TAX DUE, 5.582.93
PAYMENTS (TAX CREDITS).
DISCOUNT (+)
INTEREST/PEN PAID (-)
97.91-
120.43-
47.92-
AMOUNT PAID
669.17
5,132.10
47.92
PAYMENT
DATE
01-17-97
06-02-97
12-10-97
RECEIPT
NUMBER
AA185087
AA211374
AA242544
, ,~.
- ~. ,
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
5,582.93
.00
TOTAL DUE
.00
.00
. IF PAID AFTER THIS OATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN 11,
NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I
PAMNTI
DetKh tM top portion 0' th" NDtlu land .ub.1t ..lth your psyunt .ecte psyabls tD thll n... Md Mldnll
printed on tM rlvsrs. .Ids,
If RESIDENT DEt[DEHT .Ilk. check Dr ~y ordsr pIYabl. tDI REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT ..a check or .oney order p.yabla tal CO""OHWEALTH OF PENNSYLVANIA,
REfUND CeA)! , nfl.f'ld of . tax credit, which .... not raqulltad on the TelC Return, .ay b. raqulltad by cDeplaUna an
"Application 'Dr Alfl.f'ld of penn.ylvanla Inherltenca and Eetata Tax" CREV-IlIS). Application. ara avalllbla at
the Offlca of the Aegl.tlr of Will., any of the 2S Aevenue DI.trlct O"lca. or fro. tM D'Part.ent'. 24-hour
'"....rlna e.rvlca nueblr. for 'Dr.. orderlnal In Penn.vlvanla 1-100-362-Z050, out.lde Penn.ylvlnla
end within local Harrisburg araa (717) 7a7-'09~, TOO' (717) 77Z-ZZ5Z CHaarlng lapalred only).
REPLY Tal
Qua.tlone rag.rdlna .rror. contained on thh notlCI should ba Mldra..ed tal PA aapart.ant of Asvenue, aura'"
of Individual TalCa., ATTHI Po.t A......ant Aavl... unit, Dept, 210601, Harrl.burg, PA 17IZI-0601, phone
C717> 717.6505,
Dlscoun I
If any tax due I. paid ..Ithln thra. Cl) callndar lanth. aftar the dacadent'. death, a flva percent C5XJ dl.count
of the tax paid I. allowed,
IHTERESTI
Intara.t 1. cherged begInning ..Ith flr.t dly of d.llnquency, or nIne (,) aonth. end one CI) d.y 'roe the dati of
d.ath, to tM data of p.yaent. Tlx.. which b.c... d.llnquent bafor. Janu.ry I, 19.2 b..r Int.r..t at the rat. of
,Ix C6X) pareent p.r ~ calculat.d at a dallv r.ta of .000164. All tax.. which b.c... dallnquent on and aft.r
Januery 1, 19.2 will b.ar Int.ra.t at . rat. which will vary froe calend.r y.ar to calendar y..r with thet rat.
announcad by the PA Depart.ant of A.v~, The IPPllclbla Int.r..t rata. for 1'12 through 1"1 aral
PDULTVI
ThI 15% tax aana.ty non.partlclpatlon penalty I. COlPUtad on the total of the t.x end Int.ra.t ......ad, and not
paid bafor. January II, 1996, the flr.t day .ft.r tha end of the tax .-n'lty p.rlod,
Yllr Int.rllt Aat. O.lly Int.ra.t Factor Yaar Int.rllt Aat. D.lly Int.rllt Factor
I9IZ ZOX ,000548 1917 9X .DDOl47
1913 lOX .DD04]1 l,aa-I991 IU .ODDUl
1914 IIX .DDOSn 1992 'X ,OOOlU
1..5 UX ,OOOS" 1995.1994 7X .ODD19Z
191' lOX ,000274 1995-1'" 9X ,OOOlU
ulnt.rllt I. calculatad II 'allow. I
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAlLY INTEREST FAc:TOR
--Any Hatlc. I..uad aft.r the tax bleoaa. dallnquent Mill r.flect an Intarllt c.lculatlon to flft.an CUJ day.
beyond the data of the ......Mnt. If p.y.."t It IIIda aftar the Intar..t coaputatlon dIIt. ahown on thll
Hatlca, ~ltlonIl Int.r..t ....t ba calcul.tad,
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RECEIPTS OF PRINCIPAL
Amount retained for further admlnlstrallon
, as per First and Partial Account connnned
October 14,1997
$108,500.00
Inventory value of LeUer of Intent- $397,464.00
Cash received to date - 353.787.00
Balance due under LeUer of Intent
In the fonn of shares of InaCom
Stock - one-half due In January
1998, and one-half due In January
1999 as per tenns of the Letter of
Intent.
Principal Reserves - Page 7 of First
and Partial Account
43,677.00
8,650.00
Subsequent Receipts
West Shore Tax Bureau - refund - 1996
Income lax
4.59
-"'.t
'_."'~,
-/;t
~',--,
:;1
Totel Receipts of Principal
S 160.831.119
-3-
:-
DISBURSEMENTS OF PRINCIPAL
9/4/97 Register of Wills - file First and Partial
Accounl 128.00
12/8/97 Waggoner, Frutiger & Daub - professional
services -lnaCom valuatlonlTrust transfer 750.00
12/8197 Register of Wills - Inheritance Tax balance -
Supplemental Return - future Interest of
Roberta, daughter of decedent. 47.92
1/20/98 Johnson, Duffle, Stewart & Weidner - balance
of aUomey's fee 8,500.00
1/20/98 Marie A. Schmldlger - balance of Executrix's
commission 4,000.00
Reserve
1/31/98 Register of Wills - file Second and Final
Account 115.00
Total Disbursements of Principal
-4-
S 13.425.92
I,
~
'~
FEB 2 5 2002JJv~
IN RE: TRUST U/W EDWIN
J. SCHMIDIGER, deceased
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
: No. 21-96-0162
~ ORDER
AND NOW, this ~ day of ~ ,2002, upon considemtion of
the Petition for Approval of Resignation and Discharge of Trustee and for Appointment of
Successor Co-Trustees Pursuant to 20 Pa. C.S.A. ~71Ot filed by Marie A. Schmidiger, it is
hereby ORDERED AND DECREED that:
1. The resignation of PNC Bank, N.A. is hereby accepted and it is forever
discharged from its duties as Trustee of the Trust under the Will of Edwin J. Schmidiger (the
"Trust").
2. Marie A. Schmidiger and Roberta M. Schmidiger are hereby appointed as Co-
Trustees of the Trust.
3. Marie A. Schmidiger and Roberta M. Schmidiger are hereby released from any
and all actions, claims and liability relating to said Trust occurring or arising prior to their
appointment as Co-Trustees.
4. Marie A. Schmidiger and Roberta M. Schmidiger are awarded as Co-Trustees the
assets specified in the Schedule of Assets attached to the Petition, such schedule representing a
full and accumte disclosure of all assets presently in the Trust under the Will of Edwin J.
Schmidiger.
l!'I ,
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~ el ~ ;" -
a:: a:: 0d
(
.
4. This Court has jurisdiction over the Trust and this Petition pursuant to 20 Pa.
C.S.A. ~7l1(2) and (12).
5. Pursunntto 20 Pa. C.S.A. ~7101, the court, after notice to parties in interest as it
shall direct, may appoint a trustee to fill a vacancy in the office of trustee, subject to the
provisions, ifany, of the trust instrument.
6. The Decedent designated CCNB Bank, N.A. as Trustee of the Trust.
7. PNC Bank, N.A. ("PNC"), is the successor to CCNB Bank, N.A.
8. Marie Schmidiger, age 54, is the lifetime beneficiary of the net income of the
Trust. The Will also pennits discretionary principal distributions to Marie Schmidiger for her
health, maintenance and support.
9. Marie Schmidiger also has an annual right of withdmwal from the Trust of $5,000
or 5% of the principal, whichever is greater.
10. During the lifetime of Marie Schmidiger, the Will also pcnnits distributions from
principal for the benefit of Decedent's issue for their health, maintenance and support, or for
educational purposes.
11. Upon the death of Marie Schmidiger, the principal of the Trust is to be distributed
to the daughter of Decedent and Marie Schmidiger, Roberta Marie Schmidiger ("Roberta
Schmidiger"), in various percentages from age 25 to 33, at which time all rcmaining Trust assets
are to be distributed to her absolutely and free ofTrust.
12. Should Roberta Schmidiger die prior to final distribution of the Trust, the Trust
assets are to be distributed to her living issue per stirpes.
-2-
<< .
13. If Roberta Schmidiger is not survived by issue, the Trust assets are to be
distributed in equal one. third shares to Nancy C. Battista, Marguerite Preede and Richard
Pankratz, who are all adult individuals. In the event any of them is not then living, their shares
are to be distributed to their living issue, per stirpes. (Nancy C. Battista, Marguerite Preede and
Richard Pankratz are collectively referred to herein as the "Contingent Remainder
Beneficiaries.")
I 4. Roberta Schmidiger is the only child of the Decedent.
15. Roberta Schmidiger is an adult individual. Her date of birth is May I, 1974 and
she is cunently 27 years old.
16. Roberta Sclunidigerresides at2318D Falls Gable Lane, Baltimore, MD 21209
17. Roberta Sclunidiger has no issue.
18. The Will makes no provisions with regard to a successor Trustee, removal of the
Trustee and appointment of a successor Trustee, or resignation of the Trustee.
19. PNC Bank N.A. desires to resign as Trustee of the Trust as an accommodation to
Marie Schmidiger who has requested PNC to resign. PNC's Resignation is attached hereto as
Exhibit "B".
20. Marie Schmidiger wishes to consent to PNC's resignation and nominate herself
and Roberta Schmidiger to serve as Successor Co-Trustees of the Trust. Her Consent is attached
hereto as Exhibit "C".
21. Roberta Schmidiger also wishes to consent to PNC's resignation and nominate
herself and Marie Schmidiger as Successor Co-Trustees. Her Consent is attached hereto as
Exhibit "D".
-3-
JRD/June 9. 1992/tn2S
(cQ[PV
1E,l~t JIill an~ (!j~~tan~nt
OF
EDWIN J. SCIIMIDlGER
I, EDWIN J. SCHMIDIGER, of Upper Allen Township, Cumberland County, Pennsylvania.
declare this to be my l3St will and revoke :illY will previously made by me.
I.
I direct that all my legal debts and funeral expenses. including my grave marker :Illd all expenses
of my l3St illness, shall be paid from my residuary estate 3S soon 3S practicable after my dece3Se 3S a pan
of the expense of the administration of my estate.
II.
I bequeath my automobiles, household goods and personal effects and other tangible personalty
of a like nature (not including c3Sh or securities), together with any existing insur:lllce thereon, to my
wife,-MARJE A. SCHMIDIGER. Should my wife, MARIE A. SCHMIDIGER, predecease me, then I
bequeath such items of tangible personal propeny, together wilh the insurance thereon, to my daughter,
ROBERTA MARJE SCHMIDlGER.
III.
I give to my Trustee, hereinafter named, 10 hold IN TRUST (hereinafter referred to 3S the "Credit
Shelter Trust"), in addition to all 3Ssets received directly by Trustee that are excludable from my gross
taxable estate for federal estate taX purposes, assets of a lotal value equal to the largest amount, if :illY,
that can p3St free of federal estate by re3Son of the unified credit and any other credits available for
federal estate purposes except:
JRD/June 'J, 19nil72:5
(i) The stale death tax credit to the e.,tent the use would require an Increase In the
amount of state death laxes paid; and
(ii) The credit for lax on prior transfers 10 the exlent that credit arises from transfers
to me from individuals who die after me.
Such latter amount shall be the reduced by the value for federal estale tax purposes of any gift
which do not qualify for the marital or charitable deduction made by me under thi~ Will, or otherwise.
and further reduced by an amount equal to the sum of all charges to principal, except death taxes (since
I direct hereafter that such death taxes be paid from this Trust), that are not deducted in computing my
federal estate tax.
I rCl:ognize that depending upon the amount of bequests under my Will. my non-testamentary
dispositions, the amount of state death taxes and administration expense.,. and other factors. this Trust
might be nonexistent or might consume all estate assets. so that no assets may remain to pass outright to
my wife pursuant to the residuary gift.
The assets of the Credit Shelter Trust shall be held by the Trustee and distributed on the following
terms:
A. During the lifetime of my wife, MARIE A. SCHMIDIGER, Trustee shall pay and
distribute to her or for her benefit the entire net income therefrom, which payments shall
be made to her periodically, but not less frequently than quarterly. In addition, Trustee
shall from time to time pay to my wife, or apply directly for her benefit, as much of the
principal of this Credit Shelter Trust as my Trustee may consider desirable for her health,
maintenance and support, after considering all resources available to her. At any time
Trustee may make distributions from the principal of the Credit Shelter Trust for the
benefit of my issue for the aforesaid reasons or for educational purposes including trade
school and college, graduate level or professional education, after considering all
resources available to them.
-2-
IRD/lune 9. 1992/ I i~~5
B. My wife, MARIE A. SCHMlD1GER. shall have the right to withdraw annually the
greater of Five Thousand ($5,000.00) Dollars or live (5%) percent of the principal of this
Credit Shelter Trust valued at the end of the calendar year in which the withdrawal is
made. The right of withdrawal shall be exercised only in writing and delivered to the
Trustee in the lifetime of my wife and the right of withdrawal shall be noncumulative.
IV.
Upon the death of my wife, MARIE A. SCHMlDIGER. or at my death if my wife, MARIE A.
SCHMIDIGER, shall predecease me, Trustee shall hold and distribute the principal of the Credit Shelter
Trust as follows:
A. Trustee shall hold the principal of the Credit Shelter Trust for the benelit of my daughter,
ROBERTA MARIE SCHMlDIGER, and shall distribute the principal and income
therefrom as Trustee shall determine, in its sole discretion, for her health, maintenance,
support and education, including trade school and college. graduate level or professional
education, after considering all resources available to her. until such time as my
daughter, ROBERTA MARIE SCHMlDlGER, shall attain the age of twenty-one (21)
years.
B.
When my daughter shall anain the age of twenty-one (21) years the Trustee shall pay and
distribute to her the net income of this Trust periodically, but not less frequently then
quarterly, to or for the benefit of my daughter. When my daughter, ROBERTA MARIE
SCHMIDlGER, shall reach the age of twenty-live (25) years, Trustee shall distribute
twenty-five (2S~) percent of the then remaining principal of said Trust. Further, when
my daughter, ROBERTA MARIE SCHMlDlGER, shall attain the age of thiny (30)
years, fifty (50~) percent of the then remaining principal balance of said Trust shall be
distributed to my daughter. When my daughter shall attain the age of thirty-three (33)
years the then remaining principal together with any accumulated or undistributed income
shall be distributed to my daughter. absolutely. Further, Trustee may, from time to time.
pay to my daughter as much of the principal of this Trust as Trustee, in its absolute
..
-3-
JRD/June 9, 1992/17225
V.
I devise and bequeath the residue of my estate of every nature and wherever situate to my wife,
MARIE A. SCHMIDIGER. provided she shall survive me. In the event that my wife, MARIE A.
SCHMIDIGER, shall predecease me, I direct that all of the residuary assets shall be added to and be held
and distributed in accordance with the terms of my Credit Shelter Trust for my daughter, ROBERTA
MARIE SCHMIDIGER. Funhermore, if my wife, MARIE A. SCHMID1GER, disclaims all or any part
of her interest In this residuary gift, such disclaimed property shall be added to and be held and
distributed In accordance with the terms of the Credit Shelter Trust. If for any reason the Credit Shelter
Trust shall not have been created or shall have been exhausted. such property shall be held and distributed
on the same terms as set fonh in the Credit Shelter Trusl.
VI.
If my wife and I shall die under circumstances which render the order of our death uncertain, for
purposes of the residuary marital gift, as set fonh in Paragraph V, it shall be conclusively presumed that
. my wife survived me.
VII.
Should any issue or any penon entitled to a share of my estate, except my daugbter . ROBERTA
MARIE SCHMIDIGER, not have attained the age of twenty-five (25) years at the time of distribution
to him or her, I devise and bequeath the share of each issue or person to CCNB BANK, N.A., IN
SEPARATE TRUST, to hold, manage, invest and reinvest the share so received, and any accumulation
of income thereon, and to use and apply the incume and principal or so much thereof as, in Trustee's sole
and absolute discretion, may be necessary or appropriate for such issue's or person's support or education
(including trade school and college education, both graduate and undergraduate) without regard to his or
her pareDt's ability to provide for such support or education, or to make payments for these purposes,
without further responsibility, to such issue or person or to such issue's or person's parents or 10 any
person taking care of such issue or person. Any principal or income not so applied shall be distributed
to such issue or person absolutely when he or she attains the age of twenty.five (2S) years. If he or she
dies before attaining the age of twenty.five (25) years, the Trust shallterminale and such share shall be
distributed to his or her penonal representative.
-5-
Slanl<yA.SmIdo
AUO<ncy ID No. 33711
J...... Boot CllttMInc
Aaomcy ID No. IlOlI
Rhoad, 4 Sinon LLP
One Soudl Market Square
P. O. Bo, 1146
Hanl...... PA 17101-1146
(717) 1lH7lI
Aaomcy. ror Paltionfr
IN RE: TRUST UIW EDWIN
J. SCHMIDIGER, deceased
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYL VANIA
: ORPHANS' COURT DIVISION
: No. 21-96-0162
CONSENT. RELEASE AND WAIVER OF ACCOUNTING
KNOW ALL MEN BY THESE PRESENTS, that I, Marie A. Schmidiger, the lifetime
beneficiary of the Trust under the Will of Edwin J. Schmidigcr, declare, intending to be legally
bound hereby, that I hereby consent to the resignation and discharge ofPNC Bank, N.^" Trustee
of the Trust under the Will of Edwin J. Schmidiger, and hereby absolutely and irrevocably
release, remise, quitclaim and foreve'r discharge PNC Bank, N.A. and its successors, of and from
any and all actions, suits, accounts, claims and liability whatsoever relating to the Trust under
Will of Edwin J. Schmidiger.
I further slate that subject to the issuance of an Order by the Orphans' Court Division of
the Court of Common Pleas of Cumberland County that Marie A. Schmidiger and Roberta M.
Schmidiger are released from any and all actions, claims and liability relating to the Trust under
the Will of Edwin J. Schmidiger prior to their appointment as Successor Co-Trustees thereof, I
416161,1
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF{)f,tJI'I1IN ~...1t( I..." J
)
)
)
SS:
On this, the /, t/, day of ~' 2002, before me, the undersigned
officer, personally appeared MARIE A. SCHMIDlGER, known to me (or satisfactorily proven)
to be the person whose name is subscribed to the within instrument, and acknowledged that she
executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Y~:1bli~~
My Commission Expires:
(SEAL)
NOTARIAL SEAL
VIRGINIA U, CURTIS. NOTARY PUBUC
UPPER ALLEN lVIP.. CUMBERlAND CO" PA
MY COMMISSION EXPIRES APR. 2. 2004
.
,
., .
<"
"
~
I further hereby waive the prepamtion. filing and auditing of an account of the Trust by
PNC Bsnk, N.A., as Trustee in any Court of Common Pleas having jurisdiction over the same.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this I L
day of
_f"=~
.2002.
~c
Witness
:7
~~6t74/"-'-
Nanc C. Ballista
-2-
j.?--.76 -1:<
BUREAU OF INDIVIDUAL TAXES
l~ltlHCE TAX DIVISION
DEPT. ZlD601
HARAlSauAG, PA 17121-0'01
COMMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
C/
*'
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIDNS AND ASSESSHENT DF TAX
IU'U"(I ,,, llt.tll
EDMUND G MYERS ESQ
JOHNSON ET AL
PO BOX 109
LEMOYNE PA 17043
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-08-97
SCHMIDIGER
02-07-96
21 96-0162
CUMBERLAND
101
EDWIN
J
Anaunt AeRltt.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
ifEY: i54j-EX-AFj'--(jjij:97TiiOYiCE--oF-YiiiiEiiii'ANCE-YAx-;rpPRiiiSEii€iir;-Ai.LoWANCE-c!iuu-------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCHMIDIGER EDWIN J FILE NO. 21 96-0162 ACN 101 DATE 12-08-97
TAX RETURN WASt I X I ACCEPTED AS FILED
I . I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Rool E.toto ISchodulo AI III
2. Stock. ond Bond. ISchodulo BI 121
S. Clo.oly Hold Stock/Portnor.hlp Intoro.t ISchodulo CI 151
4. HortgOVo.lHoto. Rocolvoblo ISchodulo DI 141
5. C..h/Bank Depolita/Klle. P.rlonal Property (Schedule El (5)
6. Jointly awnod Proporty ISchodulo FI 161
7. Tron.for. ISchodulo 01 171
B. Totol A..ot.
NO. 01
HOTEt To in sur. prop.r
cr.dit to your account,
aub_it the upper portion
of thl. for. with your
te. pay.ant.
.00
.00
.00
.00
397.464.00
.00
.00
IBI
397,464.00
.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funeral E)(pan.../Aa.. COltI/KlIC. Expan... (Schedule HJ (9)
10. Dobh/NGrtgOgo LlobllIUo./Llon. ISchodulo 11 ClDI .00
11. Totol DoducUon. 1111
12. Hot Voluo of To. Roturn 1121
IS. Chorltoblo/Govor~ontol Boquo.t'l Non-oloctod 9115 Tru.t. ISchodulo JI 1151
14. Hot Voluo of E.toto Subjoct to To. 1141
NOTE: If an asseBsment waB iSBued previDUB1Y, lines 14, 15 and/or 16, 17 and 18 will
reflect figureB that include the totel of ALL raturnB aSBeBsed to date.
ASSESSMENT OF TAX:
15. Aoount of Llno 14 ot Spou.ol roto 1151
16. AooUnt of Llno 14 to.oblo ot Llnool/Clo.. A roto 1161
17. ~unt of Llno 14 to.oblo ot Collotorol/Clo.. B rot. 1171
lB. Prlnclpol T.. Du.
00
397.464.00
.00
486.917.72
393.868.82 X' 00.
93.048.90 X .06.
.00 X .15.
(lBI
.00
5,5a2.93
.00
5.582.93
TAX CREDITS:
PAYHENT
DATE
01-17-97
06-02-97
AHOUNT PAID
DISCOUNT I-I
INTEREST/PEN PAID I-I
97.91-
120.43-
RECEIPT
HUHBER
AAla5087
AA211374
669.17
5,132.10
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-03-97
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
5,582.93
.00
47.92
47.92
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN tl. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
@
~
RESERVATION I E,t,t.. of decedent, dying on or before Dec~r 12, "'Z .. .f In, future Int.r..t In the I' tat. I. 'renaf.rred
In po.....lon Dr enJo~t to Cl... . (callat.,..l' beneflclar... of the decedent ,'t.,. the ..,Itallon of eny ..tate for
11'. or for v-ar., the C~.lth hereby I.,t..,., r'..rYl' the right to .",..1.. ~ ...... tren,f.r J~rlt~. '1_"
at the l~'ul Cl... . (coll,t,ra" rat. on en)' tuch future Int.r..t.
_Of
NOJJCEI To fulfill the r...lr~tI of Section zno of the InhllrltllnCl MId E,t,t, hlr' Act, Act 21 of '''S. (71 P.S.
Section ,nu.
PAntEHTl OetKh the top portion 0' thll NoUe. Ilnd ,"'-It .dth your PIYMnt to thI R........ of Will, printed on thI ,..v.r.. ,.de.
......... cheCk 01'" HM)' order p.,.11 tal REGISTER OF MILLS, ACENT
RUtIG Callh A ,...... of . tu erlld! t, WISch .... not requested on the 18. Return, My be r....ted by cDllPlatlng In -ApplicaUon
for R,fund of P~.ylYenl. Jnherlt8nC1 Ilnd E,tat, t.x- (REV-ISIS). Appllcntlonl .r. lVIII_I, at the Offlc.
of the .'lllt.~ of Willi, enw of the 23 ..venue al.t~lct afflcl', o~ bw c.lllng the speclll 14.hou~
enswerl"l ..rvlca ~r. fo~ for.. orderlngl In Penn.ylvenll 1.111-361-1151, out.lde Penn.ylv.nll end
within locII Hlr~llbur. Ir.1 (717) 717.1094, TOO' (717) 771.1252 (H..rlng 1~llred Onlw).
a.ACTlONSI Any ,.rty In Inter'lt not ..thUed .,Ith the eppr.hlNnt, IU.,..enc:. o~ dh.U.,..enc:. of deWcUonl, or ........"t
of tax (Including dl.count or Int.r..t) I' shown on thl. Hotlc. IUlt ObJ.ct .,Ithln .I~tw ('D) d.w. of rec.lpt of
thl. Notice bYI
..-.,ritten orot..t to the PA a.,.rt.."t of R.VW1Ul, Io.~d of Appell., Dept. 281121, HIIrrllbur., PA 11UI-10Zl, OR
....leel ~"f' 10 hew the ..u.,. det.r.lned .t IUdIt of the accounl of the perHnllI npr..entltlv., OR
.......,. ~o the Orphen.- Cou~t.
.IIItIN
ISTRATlVE
CORRfCTlDHSI
'Ktull .,rora .UICOVIred on thh .....lHtIt Ihould bllddreuld In .,~Itlng tOI PA DIp.rlNnt of R..,.,.,.,
lur..u of Individual T.~.., ATTNI Polt A......."t Rlvl.., unit, Dept. 210601_ H.rrlsburl, PA 17111-0'01
Phone (717) 7'7.'505. III Pili 5 of the bookl.t ~In.tructlon. fo~ InhI~ltenc:a T.~ R.lu~ for. Rt.ldIn'
Decedlnt~ CREV-IS01) for en IXPllnl'lon of ldeln.llrtllv.ly correcllbl. .rror..
If WtW tax dull h p.ld .,Ithln thr.. (J) cllendar IIOnth. I"'" the dec....,,'". de.th, . flVI percent (n) dhcount of
the tax ,.Id II .Uowed.
DIKOUNTI
POIALT't,
The ISX t.. .....h non.,.rtlclp.Uon PI"Ilh h capulld on the totll of the I.~ end Int.r..1 .......... and not
p.ld bI'or. January II, 1"', the flr.t d.w .fl'r the end of the ta~ e.ne.tw period. Thl. nan.p.rtlcIPltlon
"",lty I. IIPPI.I_I. In the .... 'anner MIl In thl thl .... tI.. period II YOU MOUld IiPPIII the tlx end Int.,...t
thet hi. bien ......Id a. Indicated on thl. notlc..
lMTtRUTI
Inl.r..t h char.... beginning .,Ith lI,.,t daw of dllInquencw, or nlM (9) IIOftth. end OM (I) d.y 'rOIl the dati of
dHth, to thI dlt. 0' P'YNnt. '.X.. Mhlch bee.. dellnquenl before JMUllry I, I.., be.~ Int.~..t It the ret. of
.Ix (6X) percent PI~ IMUI calcu"ted .t . dalh nl. 0' .000164. AU t.x.. which bee.. deUnquent on and I"ar
J8nU.ry I. 19., .,111 be.r Int.r... at a rat. which .,111 vlrw 'roe cllend.r y..r to calend.r w..r .,Ith that rlt.
..--.need br the PA Deper,.."t 0' Rev...,.. ThI appllc..... Inttr..t r.t.. for 1912 ."rough 1997 1,..1
!!!! Inter..t R.t. Dilly Int.r..t Factor !!!! Inh,...t Ral. 0II11v Int.,..., Fector
L9IZ ZOX .000541 19.7 9X .000247
un lOX .000411 I....I"L ILX . lOUD!
19" ILX .00OS11 I"Z 9X .000247
UIS In .00OSS6 199)-1994 n .D00l9'
19.. lOX .000274 1995-1997 9X .000247
-"Int.rllt J. calculated .. fo11.,...1
INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Anw Notlc. t.tutd .ft.r the tax bee.... delinquent .,111 r.ft.ct en Int.r..t cllcul.tlon to fifteen CIS) dlr'
beJ'ond 1M data of the .........,t. If P'YNnt I. ..... .ft.r thl Inter..t CCMlpUtlUon data thown on the
Notlc.. addltlonel Int.r..t lU.t be cllcul.tad.