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Oath of Personal Representative
Commonwealth of Ponnsylvanla
County 01 Cuml}('rlalld
TllO PoliUonor(s) abovo-nomad aWOl.u(H) or nlflI1"11(U) IlwII110 ~ltHlolTlonl9 In tllo lorogolng Pollllo/l aro true
and COli Del 10 tho bost of Iho knowlodgo and boUol 01 PotlUonor(s) nncllhal, as porsonal roprosontnUvo(s) of
ttlo Docodant, Potllionor(a) will well and truly I1chninlHIOl 1110 091010 flcauldlng 10 111w.
Sworn 10 or affirmod and subscribod
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boloro mo lhls__ day of
19
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For the Reglstor
"1
',1
No,
Estate of Alice E. Erdman
Deceasod
Social Security No: 207.32.661,5 Dale 01 Death: 09/13/96
AND NOW,
I 19 _, In consldoratlon
of tho PaUllo" on the raverse side hereon, satlsfactorv prool ha.vlng baen prosClntad before mo,
IT IS DECREED that Lenera []J Testamentary 0 01 Admlnlslration
:}Vi! . \ l) (" " ')
(c,t.a.; d,b.n,o.t.a,; pendente lite; durante abs~nlla; durante mlnorllate)
aro hereby granted to
M~ry AlLee Shambaup,h (Gillespie)
In Ihe above estate and that the In"rIlmerll(s) dated ___QU01/B3
described In the Petition be admitted 10 probata and filed 01 rocerd as the'ast Will, of Decedent.
FEES
Lotters. . $
Shon Cenlllcato(s) . $
Renunciation. $
Alfidavlls ( ) $
EXlJa Pagos ( ), $
Corilcll. $
JCr Foo $
lnvontory $
01hm $
----
TOTAl $
Regl,'er of Wills
Mornny:
Michael H. Park
1.0. No:
6B952
Ad<iross:
111 N. Front Street
P.O. Box B8g---
H~rrisburp, , PA 17108.0889
Tolephono:
71.7/231,..4121
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tlAf\F\I<;OllrIG, PA 17126 lItillt
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
1.lllJNty (.i)(J!
H\V I'd'''! X 'I' '14)
II'I!III_"" 1I 111'1111'1111 H III Ill'll I III U.!III!I
IIH',I','I",III [-"'J
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FILE NUMIlER
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100 \~o'lllllll Hot tom HOild
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ytAH
NliMlll II
1.,IHJI1ty
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AMO\lN' flF CElVlLJ I~Lt IN'iTIHlLlION';i
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3,540.18
201.32.6(,1,)
O<i/13/11J%
01,/01/1 '11 I,
Romalnder Return
(lor dales 01 dealh pllor 10 12-13-02)
Foderal Estata Tax Roturn AOqlJlfOd
Total Nllmbot of SaID Deposit Boxml
(8) i ..
(11)
(12)
(13)
(14)
-
(16)
111 0 , 297 , 66 X .06 -
O,OOX 15-
(18)
(19)
(20)
(21)
(21A)
( 21B)
!oI~NJ\TURE()rPER"'ONRf.'.;f'('W>in\rU)f\I'IlINGIHILJRN Mary Aljcc' Gi Ilf'spie
?9 ~('ec" Road
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~ _- l III N FRONT STREET
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(IF APPLlCABLFl r~Uf1VIVINn <''!'IJU:i[ ',', NAME (I A<;T,f'lw,r ANn MI(J{H r INIII/_1 ) 'i(lClAL ~iI c: UI1!! Y NuMB r f1
X 1, Original Rotllrn
4. Lirniled Estate
(10)
50,03
2, Supp(omontElI Reltlrl1
4a. FIJtUIO InlelOst Compromiso
(lor dates 01 'loath altor 12-12-:82)
[]] 6. Docedont Diod Tostato D 7, Docodont Mamtail1ud a UVlng Trust
(Attach copy 01 Willi (Attach a o~y 01 Trust)
ALL CORRESPONDENCE A~D CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAMr =r:OMPLUE MAIUWI AIIOfll-:,;'.;
Mi chao 1 H, Park HEPFORD, SWARTZ & MOR(:^N
T",">I0NE NUMBER 111 N, FRONT STREET
717 ?31.-1i12l H^RR1SBURG, PA l'iJ{18-0B89
1, Real Eslale (Schedulo A) (1) None
2, stock, and BOllds (Sclledule BI (2) 31 , 01,_ 3 , 2)
3, Closely Held SlocklParlnerahrp Inlerest (Schedule CI (3) None
4, Mor1gages and NOles Recoivablo (Schedulo D) (4) None
5, Cash, Bank Doposils & Miscellaneous Personal Prope~y (Seh. E) (5) 1.06, B41. ,62
6, Jointly Owned P,operly (Schedul. FI (6) __ None
7, Translors (Schedule G) (Schedule LI (7) ~
8, Total Gross Assets (total Lines 1~7)
9, Funeral Expenses, Administrative Costs, Miscellaneous
Expen,"s (Schedule H)
10, Debts, Mo~gago liabilllles, Liens (Schedulo I)
11, Totel Doductions (Iolall.lnos 9 & 10)
12, NOI Volue ot ESlaie (Lino 8 minus linol1)
13, Charitablo and Governmental Boquests (Schedulo J)
14. Net Valuo Sub'ect to Tax (Uno 12 minus Line 13)
15. SpoLlsal Transfors (lor datos of dealh aNoI 6~30-94)
See Inslruchons for Applicable Percentage on page 2,
(Include values from Schedule K 01 Schodulo M,)
16, Amount 01 Line 14 taxable 8t6%. rale
(lt1clude valuos from Sctlodule K 01 Schedule M,)
17. Amount of Line 14 taxable 8115% Iste
(Include values from Schedule K or Sohodule M.)
18, Principal lex due (Add lax trom Line 15, 16 and 17.1
19. Credits/Sp Poverty Prior Paymonts Discount Interest
+ + _~0.89 __
20, II Line 19 is groater Illan Line 16, ontor Iho dllloronce 011 Line 20. Tllis Is Ihe OVERPAYMENT,
[[J 0 [Check here II you are requesting a relund 01 your overpayment.J
21. II Une 18 is greater thun L1no 19, onter tho diflelOllCI1 on line 21, Tills is the TAX DUE,
A, Entor tho Intorest on tile balance duo on Uno 21A,
B_ Enter Ihe lolal 01 Line 21 and 21A on LInD 21 B. This IS rhe BALANCE DUE,
Make Cheok Payable to: Register 01 Wills, Agent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
Undllt pflflaltifll> oj rerjury, I d(l(;I/HO that I !'IlVfl IlKMnineil 11115 return, IrlrllHlinlJ ar.c(llllp;lflyinn :;cht>r1uhll. .lnil sliltemon'G,and 10 nUl hfl~l of illY know\edgll.1ncillollll1.III); 11\11',
~!1rrnr;t "nu tumplllte, I def.liHlI thM,\1I fllllln:<I.1tllll,lS IWIlII lallorllHi III Irulllll.ukM v,llll'!, [)lIr.1.H,lllf,n ot prll[lllllll nthllllhM\ tho f>f;Hsnn,11 Illprllsental'vlI 's basllll 0/' ,lll,"TI1(!]!"tll!f' 101
wr:ch prllparlll" hilS .lny ~nowlllljgt',
(15)
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11'3,887,1!1
3,590,21
140,297,66
140,297,66
0,00
8,411,86
0,00
8,1.17.86
420,B9
0.00
7,9%,9'1
0,00
1,996,91
nATl
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COMMO~WF,AI,) tl Qf f,'f:NNSn VANIA
INlt : RI',Ar"1CF. TAl( HUunN
A 51Or:Nl DE(,[nENT
SCHEDULE B
STOCKS AND BONDS
ESTATE OF
Alice g. Erdman
5511 201 - 32 - (,(,1,5
09/13/19%
olnlly-owned with RI\lht of Survivorship must b. dlsolosod on Sohedule F1-
DESCRIPTION
100 shares AMP Inc
traded on the NY5E, common
2 30 shares Delmarva Power & Light Company - tradeel on
the NY5E, common
3 36 shares General Pub Utilities Corp - traded on the
NYSE, common
4 1,100 shares Kemper Multi..-Market Income Trust - traded
on the NYSE, common
5 200 shares PECO Energy Company - traded on the NY5E,
common
6 670 shares Pennsylvania Power and Light Compa~y -
traded on the NY5E, common
TOTAL (Also onlor on 11"8 2, Rocepllulello,,)
(II more spaoe Is noeded, Insort addlllonal shoats oloome SI20,)
(;opytlght I~) 15194 llHm IwllWilfe only CPSYlltl'!m~, Irit,
FILE NUMBER
21-96-0816
VALUE AT DATE
OF DEATH
38.875 3,887.50
20.875 626,25
31..375 1,129,50
10.50 11,'>50,00
23.875 4,775.00
22.50 15,075,00
$ 31 043,?~)
rOlffl 1600 Sr.l\llclul" B (fh"l, <1111'1
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Estate of: Alice E. Erdman
Sac Sec #: 207-32-6645
Date of Death: 09/13/1996
Continuation of Sched\11e 11.- C
(Miscellaneous Expenses)
Item Description
#
Amount
8 Register of Wills filing fee for Inventory
9 Register of Wi lIs filing fee for inheritance tax re'turn
10 Reserve - additional administration expenses
13 .00
15.00
250.00
278.00
CC~~lf
I, ALICE E. ERDMAN, of R.D.#2, Oox 131, Middleburg, Township of
Middlecreek, COunty of SnYder and Commonwealth of PennsYlvania, being of SOund
1lL~ctst lIVliII cUtn illesbttltCltt
be my I,ast Will and Testament hereby reVoking all wills and oodioils by me at
and disposing mind, memory and understanding, make, publish and declare this to
anytime heretofore made.
if he is living at my death.
nature or kind and wheresoever situate unto my beloved hUsband, Paul L. Erdman,
ITEM I: I give, devise and bequeath all my property of whatsoever
give, devise and bequeath all my said property to my daughter, Mary Alice
ITEM II: Should my hUSband, Paul L. Erdman, predecease me, then I
Shambaugh, or to her iSsue, per stirpes.
of my -death, of whatsoever nature and__by ",hatever jurisdiction imposed, shall be
ITEM III: I direot that all taxes which may he assesSed in COnsequence
paid from my gener.al estate as part of the expense of the administration of my
estate.
Last Will. Should my hUSband, Paul L. Erdman, fail or cease tu act as Exeoutor,
ITEM I'll I appoint my hUSband, Paul L. Er'dman, Exeoutor,'of this, my
,
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then I appoint Mary Alice Shambaugh, Executrix of this, my Last Will.
Mary Alice Shambaugh fail or cease to aot as Executrix, then I appoint the
Should
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11
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ii
children of Mary Alice Shambaugh who have achieved 10 years of age, Executors of
this, my Last Will.
to give bond for the faithful performance of his duties in any juriSdiction.
ITEM V: I direct that my personal representative shall not be required
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96-508
HEPFORD
SwARTZ fi,
MORGAN
'III NORTH FRON(Sl'REET
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W. BOX 889
HARRIS8URG. PA 17100-0<\89
MARY CLEWIS REGISTER'OF WILLS
CUMBERLAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE
CARLISI,E PA 17013
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MAKE CHECK PAYABLE AND REMIT PAYMENT 'fO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS -411I
ilEV: is,,-i-i!'lf-AFP- - ClF96Y -No'fi cniT "iNHEiiii'ANCE-i;AX- APPRAIsi!i,fENT",- -i\L.i:ciwANCE-iili -- m__ - --- - - - ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ALICE E FILE NO, 21 96-0816 ACN 101
APPROVED DEDUCTIONS AND EXEMPTIONS:
,. Fune,..al Expenses/Adm, Costs/Misc. Expense, (Schedule HI (9)
10. D.bh/Modg.g. Liabiliti.s/Li.ns ISch.dul. II 1101 50.03
11, Total Deduction$ (11)
12, N.t Value 0'1 Tax Return (12)
13, Charit.bl./Go....rnln."t.l 8.qu.st~ (Schedule J) (151 _ .00
14. N.t V.lu. of Estoto Subj.ct to Tox 1141 140,297,66
NOTE: If an assessment was issued previously, lines 14, lS and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Lina 14 at Spou..l rat. (ISl
16, Amount of line 14 taxable at Line.l/Cla.s A rat. 1161
17. Amount of lina 14 taxable Qt Coll.teral/Class Brat. (17)
18, Principal rmx Due
(, /';'; ,\
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INtlEqj TAl>/CE TAX DIVISION
nlPT, 260601
fIARP.IS8URD, PA 171i'B"0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
MICHAEL H PARK
HEPFURD ETAL
111 N FRONT ST
HBG
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
03-10-97
ERDMAN
09-13-96
21 96-0816
CUMBERLAND
101
PA 17108
ESTATE OF ERDMAN
TAX RETURN WAS, I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVER~E
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I CHANGED
1, R.al Est.t. (Schedule A)
2. stocks end Bonds (Sohedule D)
3, Closely Held stock/PRdnership Interest ISchedl.lle C J
4, Hortgag.s/Notes Receivable (Schedule 01
S, Cash/Bank O.posits/Hise, Personal Property (Schedul. ~)
6. Jointly Owned Property (Schedule F)
7. Tran5fers (Schedule OJ
8. Tot.l Ass.ts
III
(21
(31
141
151
(61
171
,00
37,043.25
.00
.00
106 ,8('(1,62
,00
,00
(81
3,540,18
.00
140,297,66
.00
X ,00.
X ,06.
X .15.
118)
TAX CREDITS:
PAYMENT
DATE
12=12-96
=+=
1-
RECEIPT
NUMBER
AA184952
DISCOUNT If)
INTEREST 1-)
420,89
AMOUNT PAID
7,996.97
( 1/
~~.
I~~~'
_h.!iH [l IIJ lll.9"
ALICE
E
DATE
03-10-97
NOTE I To insure proper
credi t to your aCCDI.,nt,
subnit the upper portion
of thil forn with your
tax paywt.nt.
143,887.87
~. I;Qn '1
140,297.66
,00
8,417.86
,00
8,417.86
-rOTALTAX CREDIT - 8,417, 86-~
BALANCE OF TAX DUE .00
------ .----
INTEREST AND PEN. .00
_._-~- -________M__
TOTAL DUE ,00
. IF PAID AFTER DATE INDICATED, SEE REVF.RSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS l.ESS TMAN $I, NO PAYMENT IS REQUIRED.
IF TOTAl. DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE
A REFUND, SEE REVERSE SIDE OE THIS FORM FOR INSTRUCTIONS. I
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RESERVATION: E.t.t., of dlcedent. dyIng on or b.for. Oeo.~b.r 12, 1982 M4 If any future inter..t In the ..tat. I, tran.f.rr.d
1n Po.,...Jon or enjoYI.nt to Cials a (coll.t,rftl) btn.flcIerla. of the decldent after the expiration of InY ..tat. for
11f. or for year., the COM.onwealth hereby e~pr"llY r..arYI' the right to apprnl.e .nd a.,." transfer Inherit.oa. Tax..
at the hlolful CI... II (collateral) rete on any suoh future .lnt.r..t,
PURPOSf: OF
NOTICE I
To fu1f1l1 the requlrlllllnts of Slotton 2140 of the Inheritanoe anr! E.tat. To: Aot, Aot 22 of 1991. 7Z P.S,
Slotlon 2140,
PAYHf:NTI
Ottaoh the top portion ofthh Notic. and submit with your paYlent to the Reghter of Willi pr1nted on tht rlv.r.. 'id',
~'Hake ohlck or 1lI0n.y order paYabh tOI REGISTER OF WILLSJ AGENT
All pay~.nt. rlcelved ,hall first b. applied to any tnt.r..t whloh .ay be due with any r..alnder appll.d to the tax.
REFUND (CR)I A refund of a tal( crldlt, which wu no't requuted on the Tax R.turn, lIIflY be rllqu..ted by cOMpletIng an "Appl1oat1on
for Refund of Penn'Ylvania Inh.ritano. and E.tate Tax" (REV-1313), Application. are availablo at thl O~flcl
of the R.gi.tlr of will.. any of the Z! Revlnul 01ttrict Offloe., or by calling thl special 24~hour
an.w.rlng .ervlce nUMb.r. for for" orderlnVI In Penn'YlvanJa 1-800-36ZM2050, ol,lt.lde P.nnGylvlnla and
wlthJn looal Harrlsburg ar.a (717) 787-8094, TDD* (717) 772M2ZSZ (Hearing I.palred Onl~),
OBJECTIONS I An~ party in Int.r.,t not .atl.fl.d with the aporaJ....nt, allowance or disallow.no. of d.ductlon.. or ft.......nt
of t~M (Including discount or Int.ro.t) ., .hown on thl. NotIc. lIlust objeot within sixty (60) da~. of r,clipt of
thh Notlc. bYl
ADHIN
ISTRATIYE
CORRECTION$1
uwrlttln prot..t to the PA O.partlllent of R.v.nuI, Board of Appnh. OIPL 281021. Harrisburg, PA 171Z8MI021,
MMellctJon to have the ",.tter dlter.lned at audit of thl acoount of the per.onal r.pre.entatlve, OR
~-.ppe'l to thl Orphan.' Court,
OR
F.etu~l error, dl'cover~d on thl. a.s."..nt .hould b. addr....d In writing tOI PA Depart..nt of Rev.nu..
Bure.u of Indlvlduel Tax.I, ATTN: Po.t AssailMent Rovl.w Unlt, D4'lpt. 280601. H.rrlsburg, PA 17128-0601
Phon. (717) 7A7-6S05, S.e pa;. 5 of the booklet "In.tructlon. for Inh.rUanee Tax R.turn for a R..ldlnt
D.oedent" (REV~1501) for an .Mpl.n.tlon of adllllnl.tr.tlv.lv corr.ctabl. .rror.,
DISCOUNTI
If an~ tax due is p.id within three (]) ol!llendar ll!nth8 after thl deold.nt'. dllth, a flv. perolnt (S;O dhoount of
the ta~ paid 1, allowld,
PENAL TV,
The lSX t.x aln..ty non-partlclpatJon penalty Is ooaputld on the total of the tlX and Int.r..t I......d, and not
paid blfor. Jant.lary l8. 1996, the flr.t da~ aft.r the .nd of the tax alllnuty period, Thh non-participation
penalty Jo appealable In th. ..1IIe ~ftnn.r .nd In thl the ..",. ti'l plrlod a. YOt.l would ap~.al the t.M Ind Intere.t
that h.. b..n .......d u. indlc.hd on thh noUct,
INTEREST I
Inblr..t It charged b.gl'lnJng w1th flr.t day of oClllnqueMY, or nln. (9) lllonth. and 01" (1) dllY frolll the date of
duth, to the d.tI of paY.'nt. TII)!8I which bell a.. del1nqt.l.nt beforll Jl'lnulry 1, 1982 blar ht.rnt at the rat. of
sl~ (6%) p.ro~nt p.r annUli clllculated at a dlllv r.te of .000164, All tax.. which b.ca.. dlllnqu.nt on and .ft.r
JlInuary I. 1982 will b.ar Int.r..t at . rate which will vbry froll cllend.r year to calendar year with that rat.
pnnounced by the PA Dep.rtlllent o~ Revenu., Th. applIcable Inter.st rate. for 1982 through 1997 arel
't.!!! Intlr..t Rat. Dalh Int.rut f'ftctor ~ Inter'lt Rate Dflll!l Int.r.st Factor
1982 20X ,000548 1987 9% ,000247
1981 16% ,000438 J988~1991 Ill: ,000301
1984 11% ,000301 1992 91: ,000247
191& 11% ,000356 199]M1994 7% .00019~
1986 10% ,000274 1995-1991 9% ,000247
4~lnt.r..t II c.lculat.d .. followll
INTEREST. BALANCE OF TAX UNPAIO X NUKBER OF DAYS DELINQUENT X OAILY INTEREST FACTOR
M-Anv Notlo. ISIt.led aft.r the ta)! b.colI.. d.llnql,llnt will r.fl.ct an Inter.ot caloulatlon to fifteen (1&) dlYI
b,~'ond the date of the au.....nt, If paYII.nt I. lIad. after the Intlralt cOllputatlon date shown on the
No"tlcl. additional Int.r..t Iluot b. calcuht.d,