HomeMy WebLinkAbout01-17-12 1505610140
REV-1500 EX (°'-'°'
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
Po Box 28oso1 INHERITANCE TAX RETURN
Harrisbum, PA 17128-osol
RESIDENT DECEDENT 2 1 1 1 0 8 0 9
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Cleath MMDDYYYY Date of Birth MMDDYYW
1 7 4 2 4 7 7 9 0 0 6 0 5 2 0 1 1 1 2 1 5 1 9 3 0
Decedent's Last Name Suffix Decedent's First Name MI
E R D M A N G E R A L D I N E L
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
1. Original Retum ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
4. Limited Estate
~
4a. Future Interest Compromise (date of
~ prior to 12-13-82)
5. Federal Estate Tax Return Required
death after 12-12-82)
Q 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLE1fED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
S U S A N H C O N F A I R 7 1 7 7 6 3 1 3 8 3
First line of address
2 3 3 1 M A R K E T S T R E E T
Second line of address
City or Post Office State
C A M P H I L L p q
REGISTER OF WILLS USE ONLY
C7
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Z=r.~
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DAfil~ 1LE~D
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ZIP Code L
1 7 0 1 1
Correspondent's e-mail address: SCONFAIR~IREAGERADLERPC . COM
~ --(1
Under penalties of pery'ury, I deGare that I have examined this tum, inGudmg accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other th n the personal representative is based on all information of which preparer has any knowledge.
I NATURE OF PE S RESPONSIBLE FOR FILING RET RN ATE
D SS `
29 NORTH HANOV~R STREET, APT- 2 CARLISLE PA 17013
SIGNATURE OF PREPARER~THERJrHAN REartFSFNra~livF ....~~
1
AUUKtJJ - --
2331 MARKET STREET CAMP HILL PA 17011
PLE E USE ORIGINAL FORM ONLY
L 1505610140
Side 7
1505610140 J
T
1505610240
REV-1500 EX
DecedenrsName: GERALDINE L• E~DMAN
Decedent's Social Security Number
1 7 4 2 4 7 7 9
0
RECAPITULATION
1. Real Estate (Schedule A) ...................................... ..... 1. 8 0 0 0 0. 0 0
2. Stocks and Bonds (Schedule B) ................................. ..... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages and Notes Receivable (Schedule D) ..................... ..... 4.
5. Cash, Bank Deposits and Miscellaneous Personal Pro e
p rty (Schedule E)..
..... 5. 5 4 9 0 . 5 9
6. Jointly Owned Property (Schedule F) ^ S parate Billing Requested .. ..... 6.
7. Inter-Vivos Transfers & Miscellaneous N
Prate Property
~
(Schedule G) S parate Billing Requested .. ..... 7. •
8. Total Gross Assets (total Lines 1 through 7) ...................... ..... 8. 8 5 4 9 0 , 5 9
9. Funeral Expenses and Administrative Costs (S~hedule H) ........... ... .... 9. 1 3 0 9 6. 4 0
10. Debts of Decedent, Mortgage Liabilities, and Liiens (Schedule I) ...... ... .... 10. 2 3 8 2 4 . 0 5
11. Total Deductions (total Lines 9 and 10) ........................ ... .... 11. 3 6 9 2 0. 4 5
12. Net Value of Estate (Line 8 minus Line 11) ..................... ... .... 12. 4 8 5 7 0. 1 4
13. Charitable and Governmental Bequests/Sec 91'13 Trusts for which
an election to tax has not been made (Schedul@ J) ............... ... .... 13. •
14. Net Value Subject to Tax (Line 12 minus Line'13) ............... ... .... 14. 4 8 5 7 0 . 1 4
TAX CALCULATION -SEE INSTRUCTIONS FOR pIPPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2)x.o _ 0. 0 0 15. 0. 0 0
16. Amount of Line 14 taxable
at lineal rate x .045 4 8 5 7 0. 1 4 1s. 2 1 8 5. 6 6
17. Amount of Line 14 taxable
at sibling rate X .12 0. 0 0 17. 0• Q O
18. Amount of Line 14 taxable
at collateral rate X .15 0. 0 0 18, 0. 0 0
19. TAX DUE ............................................... ... ....19. 2 1 8 5. 6 6
20. FILL IN THE OVAL IF YOU ARE REQUESTIN$ A REFUND OF AN OVERPAYMENT ^X
Side 2
1505610240 1505610240
REV-1500 EX Page 3
Decedent's Complete Address:
Flle Number
21 11 0809
DECEDENTS NAME
GERALDINE L• ERDMAN
STREET ADDRESS
1000 WEST SOUTH STREET
CITY STATE ZIP
CARLISLE PA 17013
Tax Payments and Credits:
~ • Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
3. Interest
4. If Line 2 is greater than Line 1 + une 3, enter the difference. ThiB is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a reflund.
(1) 2,185.66
Total Credits (A + B) (2) 0.0 0
(3)
(4) D • 00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2 ,185.66
Make check payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property tran~ferred : ...................................................................... ^ Q
b. retain the right to designate who shall use the property transferred or its income; ............................... ^ Q
c. retain a reversionary interest; or ................................................................................................
d. receive the promise for life of either payments, benefits or care? ....................................................... ^
^ Q
Q
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ^ 0
3. Did decedent own an "intrust for" or payable-upon~ieath bank acxount or security at his or her death? ......... ^ X^
4. Did decedent own an individual retirement accolunt, annuity or other non-probate property, which
contains a beneficiary designation? .................................................................................................. ^ X^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS ~ES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1,1994, and before Jan. 1, 1 ~95, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is
3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 1, 1995, the tax rate impose on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a trap fer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spous is the only beneficiary.
For dates of death on or after July 1, 2000:
• The tax rate imposed on the net value of transfers from a d ased child 21 years of age or younger at death to or for the use of a natural parent, an
adoptive parent or a stepparent of the child is 0 percent [72 .S. §9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for th use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for th use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX+ (01-10)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF:
SCHEDULE A
REAL ESTATE
FILE NUMBER:
bCRALYII~L L LRYIIAI\ ~y yy uuu i
Ali real property owned solely or as a tenant in common mus be reported at fair market value. Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a willing s Iler, neither being compelled to buy or seN, both having reasonable knowledge of the relevant facts.
Real property that is jointly-o ed with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy of the deed shdwing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
1• 2301 SOUTH 4TH STREET, ALLENTOWN, PENNSYLVANIA 18103 80,000.00
(SOLD DECEMBER 16, 2011, SETTLEMENT SHEET ATTACHED)
TOTAL (Also enter on Line 1, Recapitulation.) I S 80, 000
If more space is needed, use addfional sheets of paper of the same size.
REV-1508 EX + (8-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
P~FRSONAL PROPERTY
ESTATE OF FILE NUMBER
GERALDINE L• ERDMAN 21 1' ^°^°
Indude the proceeds of litigation and the date the proceeds were received by the estate.
All propeRy jointlyown wffh right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1. WELLS FARGO - CHECKING ACC UNT # XXXXXXXXX9513
PO BOX 6995
PORTLAND, OR 97228-6995
2• WELLS FARGO - SAVINGS ACCOl~1NT # XXXXXXXXX9526
PO BOX 6995
PORTLAND, OR 97228-6995
3• PERSONAL PROPERTY
4• CITY/COUNTY/SCHOOL TAX PROBATION FROM SALE OF REAL ESTATE
5• FOREMOST - HOMEOWNER'S INSWRANCE REFUND
TOTAL (Also enter on line 5, Recapitulation) I S
(If more space is needed, insert additional sheets of the same size)
- I
VALUE AT DATE
OF DEATH
2,349.21
1,597.81
50D•00
657.79
385.78
REV-1511 EX+ (10-09)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
GERALDINE L• ERDMAN ~ 21 11 _0809
Decedents debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A, FUNERAL EXPENSES:
1. STEPHENS FUNERAL HOME, INC'• 5,954.90
2• CEDAR HILL MEMORIAL PARK 3,768.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Repn~entative(s) KIM M• L E H R 2, 0 0 0.0 0
Street Address 29 N • HANOVE~R STREET, APT • 2
City CARLISLE State PA ZIP 17013
Year(s) Commission Paid: 2012
2, AttomeyFees: REALER & ADLER, PC 600.00
3, Family Exemption: (If decedents address is not the same as claimants, attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: CUMBERLAND COUNTY',REGISTER OF WILLS 273.50
5 Accountant Fees:
6. Tax Retum Preparer Fees:
7. EXECUTRIX COST - TRUCK RENTAL, GAS, LABOR, FOOD 500.00
TOTAL (Also enter on Line 9, Recapitulation) I ;
If rrare space is needed, use additional sheets of paper of the same size.
i - _ - - -
REV-1512 EX+ (12-08)
Pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, 8~ LIENS
RESIDENT DECEDENT
17L 1\/~LY11\L L • GI\YIIRI\
Report debts incurred by the decedent prior to deatfil that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. COMMISSION, TRANSFER TAX, HOME WARRANTY, TAXES, SEWER, WATER 10,980.28
SELLER ASSITANTCE FROM SALE', OF REAL ESTATE
2• HOMEOWNER'S INSURANCE TO FOIREMOST INSURANCE 1,488.66
3. NURSING HOME - SARAH A• TOD',D MEMORIAL HOME 2,623.34
4- DEPARTMENT OF PUBLIC WELFARE LIEN - PAYMENT 4,902.57
5• REPAIRS FOR SALE OF REAL ESTATE - GREGORY SCHURAWLOW 3,175.00
RENOVATIONS
6• ELECTRIC - PPL 106.78
7. WATER BILL - CITY OF ALLENTpWN 65.82
8• LAWN CARE - LEE BAILEY 381.60
9• PRESALE CITY INSPECTION - CITY OF ALLENTOWN 10D•00
TOTAL (Also enter on Line 10, Recapitulation) S 2 3 , 8 2 4 •
If more space is needed, insert additional sheets of the same size.
REV-1513 EX+ (Ot-10)
ESTATE
Pennsylvania I SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER:
GERALDI NE L• ERDMAN d1 Ly ua u7
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RE FINING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS pndude outtnn'gght spousal d' Uibutions and transfers under
Sec. 91'f6 (a) (1.2).]
1. KIM M• LEHR Lineal 16,190.04
29 NORTH HANOVER STREET, APT•'~12
CARLISLE, PA 17013 ',
2. DEBRA ANN KOTZE Lineal 16,190.05
11945 THURLOE DRIVE
TIMNONIUM, MD 21093
3• NICOLE BARRON it Lineal 16,190.05
5960 SW COUNTRY ROAD 344 '~
TRENTON, FL 32693
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS S OWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
~,
'~
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
I
TOTAL OF PART II -ENTER TOTAL NON-TAXABL DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. E
If more space is needed, use additional sheets of paper of the same size.
R
U:\LifePlanPortfoiio\Clients~Erdman, Geraldine\Will.doc
April 11, 2011
LAST WILL AND TESTAMENT
OF
GfERALDINE L. ERDMAN
I, GERALDINE L. ERDMAN' of Allentown, Pennsylvania, being of sound and disposing mind,
memory and understanding, do hereb}~ make, publish and declare this my Last Will and Testament,
hereby revaksng any and all prior Wills land Codicils thereto by me at anytime heretofore made.
>i. IDENTIFICATION OF FAM LY. I declare that I have two (2) children whose names are KIM
M. LEHR and DEBRA ANN OTZE. I have another daughter, I30NNA LEE TRUMP, who
is deceased leaving children su wing her, my grandchildren, however it is my intention that I
only include and provide for m~granddaughter, NICOLE BARRON. As used in this Will, the
team "my children" refers to all~~my natural children and adopted children. As used in this Will,
the teen "issue" refers to all li eal descendants of the indicated person of all generations, with
the relationship of parent an child at each generation determined by the definition of
"child/children" set forth in this paragraph.
2. PAYMENT OF BURIAL E~ ENSES AND DEBTS. I authorize my executor to pay all the
expenses of (1) a funeral or m morial service; (2} the interment of my remains, including the
costs of a gravesste, if necessa ;and (3} the installation and inscription of a suitable marker at,
and perpetual care of, the grave. ite. I further direct my executor to pay all of my debts that my
executor in his or her sole discr~'tion may allow as claims against my estate.
3. DISPOSITION OF TANGII
personal property of every kinc
clothing, articles of household
and automotive vehicles and
indebtedness, documents of ti
operation of any trade or buss
executor to divide my tangible
items that my executor determi2
second part shall contain the b~
by sale, abandonment, destructs
be added to my residuary estat
shares to KIM l~I. LEHR,
BARRON. The decision of
interested in my estate.
Any item of personalty passing
to any person to hold for the m.
persons, secluding the minor, sl
LE PERSONAL PROPERTY. I Qive all of my tangible
and description, including, but not limited to, books, pictures,
~r personal use or adornment, household furnishings and effects,
their accessories, but excluding any money, evidences oz
ae, and securities and property used in connection with. the
ess, in equal shares, to my children, as follows: I direct my
ersonal property into two parts. The first part shall contain all
s, to be of no present or future value or use to my children. The
ance of the property. My executor shall dispose of the first part
n, or gift to any cllarsty or person. The proceeds of any sale shall
All property in the second part I give, in substantially equal
EBRA ANN KOTZE, and my granddaughter; NICOLE
y executor shall be conclusive and binding on all persons
a minor under this Article 3 may be delivered to the minor or
~, as my Executor thinks advisable, and the receipt of any such
constitute a full and complete dsscharge to my Executor.
l ,,,
G RALDINE L. ERDMA ~'
U:~Li~fePlanPortfoliolClients\Erdman, Geraldine\Will.doc
April 11, 2011
4. DISPOSITION OF RESIDUAI.RY ESTATE
4.1 Disposition. All of the~est, residue and remainder of the property that I awn at the time
of my death, both real and pe sonal, and of every kind and description, wherever situated, to
which I may be legally or equit ly entitled at the time of my death (my "residuary estate"), I give
outright and absolutely in equ 1 shares to KIM M. LEHR, DEBRA ANN KOTZE, and my
granddaughter, NICOLE BA ON. PROVIDED THAT, if any of the herein named
beneficiaries shall predecease e leaving issue who survive me, then I leave the share of that
deceased child to her issue, who survives me, per stirpes.
5. POWERS OF ADIVIINISTRA'Ik`ION.
5.1. Grant of Powers. My 'executor, in the administration of my estate, (my "fiduciaries")
shall have the powers and auth rides set forth in this Article 5. These powers and authorities
may be exercised by my execu or and trustee in their sole and absolute discretion, without the
permission or order of any cou These powers shall be supplementary to those conferred by
law, including, but not limited Ito, those set forth in Title 20, Chapter 33, of the Pennsylvania
Consolidated Statutes.
5.2. Retention of Assets. M~ fiduciaries shall have the power to retain any or all property of
my estate, however received andl acquired, for sc Iong as they deem appropriate. This power may
be exercised even though the property may not be of the type authorized by Iaw for investment,
and even though the retention ray leave a disproportionately large amount of the value of my
estate invested in one type of pro,'perty.
~.3. Transfer of Assets. My~fduciaries shall have the power to sell, transfer, and convey any
property, of whatever nature, in~luding real property, and wherever situated; that I may own at
the time of my death, or that may come into my estate or after my death. The sale, transfer, or
conveyance may be by public for private sale, at such time, on such terms and conditions,
including selling price and credit, in such manner, and for any reason that my fiduciaries deem
appropriate, including, but not limited to, the purpose of obtaining net proceeds to be distributed
to my residuary benef curies. ',
5.4. Investment. My fiducia
my estate in preferred and com
managed by any corporate fide
mortgages on property whereve;
property as my fiduciaries deem
or proportions authorized by app
es shall have the power to invest and reinvest any property in
ion stocks, bonds, notes, common trust funds (including any
:iary), interests in investments, trusts, mutual funds, leases,
located, and, generally, in any property and in proportions of
.dvisable, even though the investments are not of the character
gable law for the investment of the funds.
CE ALDINE L. ERDMAN
U:\LifePlanPortfolio\Clients\Erdman, GeraldinelWi{i.doc
April 1 I, 20 t I
5.5. Power to Borrow. My fiduciaries shall have the power to borrow money for any
purpose, for any periods of ti e, and on any terms and conditions as they deem advisable
(including the power to borro ~ from any corporate fiduciary), and to pledge, mortgage, or
otherwise encumber any prope yin my estate to secure repayment of any loan, as well as the
power to renew existing loans ether as maker or endorser.
5.6. Power to Hold Pro er ~ in Nominee Farm. My fiduciaries shall have the power to
hold any property in the Warne o a nominee or in bearer form.
5.7. Distribution in Cash r in Kind. My fiduciaries shall have the power to make
distributions in cash or in kind, or partly in cash, in divided or undivided interests, as amended,
or other applicable law, azld o determine which assets shall be sold and which shall be
distributed in kind, without noti e to or consent by any beneficiary.
5.8. Distribution to Minors and Persons Under Disability. My fiduciaries shall have the
power to make distributions or ayments to or for the benefit of any beneficiary who is a minor,
an incompetent, or who in th fiduciaries' judgment is incapacitated. The distributions or
payments shall be made in any o e or more of the following ways: (1) directly to the beneficiary;
(2) directly to the creditor in p yment of the debts or expenses of the beneficiary; (3) to the
guardian of the person or esta e of the beneficiar}r; (4) to any custodial parent of a minor
beneficiary; (~) to a custodian for the beneficiary under any law related to gifts to minors,
including to my fiduciaries in t at capacity; or (6) to any other person who shall have the care
and custody of the person of the beneficiary. There shall be no duty to see to the application of
funds so paid, provided due care was exercised in the selection of the person to whom the funds
were paid, and the receipt of the erson shall be full acquittance of the fiduciaries.
5.9. Conti
continue or to permit the eontinL
may have any interest at the time
on any terms as they deem appr~
to invest additional sums in an
largely or entirely in the bus
diversification; (2) the power to
employees of any business, to
V~'ill; and (3} the power to m.
fiduciaries shall deem proper.
ation of Business. My fiduciaries shall have the power to
tion of any business, incorporated or unincorporated, in which I
of my death for any period of time, or to liquidate the business
>riate. This power includes, but is not limited to (1) the power
business, even to the extent that my estate may be invested
less, without liability for any loss resulting from Iack of
ict as or to select other persons to act as directors, officers, or
compensated without regard to being a fiduciary under this
:e any other arrangements in regard to any business as my
5.10. Employment of Agents. My fiduciaries shall have the power to employ and pay the
compensation of any and ali atto neys, agents, custodians, attorneys-in-fact, experts, investment
counsel, accountants, bookkeepe s, or other agents or providers of services as my fiduciaries
deem advisable in the administrat on of my estate.
5.11. Commissions. My fiduciaries shall have the power to take reasonable commissions on
account at any time during th administration of my estate without the approval of any
v ,
GE ALDINE L. ERDMAN
U:\Li~ePlanPortfolio\Clients\Erdman, Geraidin~`,Will.doc
April 1 1, 2011
beneficiary or of the court, but subject to allowance or disallowance on the settlement of the final
accounts of my fiduciaries. ~
5.12. Third Party Reliance. No person or corporation dealing with my executor shall be
required to see to the applicatio of any propert}r paid or delivered to my executor, or to inquire
into either the authority of m executor to enter into any transaction or the expediency or
propriety of any transaction ente ed into by my executor.
5.13 Charitable Donations. n the event that any of my tangible personal property is donated
to a charitable organization(s) t n my fiduciary is instructed to use the value of said donations}
as an inheritance tax deduction f r any inheritance tax return which may be required to be filed as
a consequence of my death.
6. PAYMENT OF DEATH TAX S.
6.1. Payment of Estate Tax s. I direct that all federal and Pennsylvania estate taxes payable
as a result of taxes assessed on roperty passing under this Will shall be paid from my residuary
estate as a part of the expenses o the administration of the estate.
6.2. Inheritance Tax. I dire t that the Pennsylvania inheritance taxes payable as a result of
my death, limited to taxes asses ed on property passing under this Will, shall be paid out of m}-
residuary estate and shall not be deducted or collected from any beneficiary under this Will or
other transferee.
7, EXECUTOR.
7,1. Appointment. I name, c nstitute, and appoint KIM M. LEHR, as executor of my estate.
If KIM M. LEHR shall not surv ve me, shall not serve as executor for any reason, or shall cease
to serve as executor for any re son afrer appointment, I appoint DEBRA ANN KOTZE as
successor executor.
7.2. Pond Not Required. N e of the individuals named in Section 7.1 shall be required to
furnish a bond for the faithful per ortnance of his duties as executor.
8. PRESUMPTION IN CASE OF IMULTANEOUS DEATH. For the purposes of this WiII, in
determining whether a person has surviv d me or another person, a person shall not be deemed to have
survived me or another person if he ors e dies within sixty (60} days of my death or of the death of the
other person.
9. LIABILITY OF EXECUTOR. My executor shall not at any time be liable for mistake of law
or of fact; or both law and fact, or errors of judgment, nor for any loss coming to any beneficiary under
this Wiil. or to any other persons, excep through actual fraud or willful misconduct on the part of the
executor or trustee. My executor may, from time to time, consult with counsel with respect to the
meaning, construction, and operation f this WiII, particularly with respect to the appointments,
4 _
ERALDINE L. ERDM~-~N
U:\LifePlanPertfado\Clients\Erdman, Geraldine\VJilf.doc
April 11, 2011
allocations, and disbursements. and many act on the advice of counsel in all matters without incurring
Ii.ability on account of his or leer actions.
10. INTIERPRETATION.
10.1 Successors of ~'iduciai
"executor" shall be construed to
representative, or administrator, ;
ies. All pronouns referring to an executor and the term
mean any person acting as my executor, co-executor, personal
s the case may be.
10.2 Number and Gender. I required by the context of this Will, singular language shall be
construed as plural, plural Lang age shall be construed as singular, and the gender of personal
pronouns shall be construed as ei her masculine, feminine.. or neuter.
10.3 1~Ieadinas. Ail heading
paragraph, or ather division are ;
part of this Vv ill.
10.4 Go~~ernin~ Law. This
Commonwealth of Pennsylvania.
IN WITNESS `~'IIERE6)F, I 1
Testament. consisting of six (6) tvpew~
purpose of identification, this % , ~" day
Signed, sealed, published and
ERDMAN. as and for her Last Will and
in her s; ~ht and presence and in the si
names as witnesses.
~~~ ~~~~ ~ I ~~
Witness
used in this Will to describe the contents of each article.
wided for convenience only and shall not be construed to be a
Will shall be construed in conformity with the law of the
e hereunto set my hand and seal to this, my Last Will and
~n pages, of which bear my signature in the margin for the
,r ~ , 2011.
~RALDINE L. E ,Testatrix
declared by the above-named Testatrix, GERALDINE L.
Testament, in the sight and presence of us, who, at his request,
ght and presence of each other, have hereunto subscribed our
fitness
2331 Market Street: Camp Hill. PA 17011
Address
2331 Market Street; Camp Hill, PA 17011
Address
s ~,
GERALDINE L. ERDMAN
U:\LifePianPortfolio\Clients\Erdman, Geraldine~Will.doc
April i I, 2011
COMMONWEALTH OF PENI~iSYLVANiA )
SS.
COUNTY OF C~-~ j~~ ~
I, GERALDINE L. ERDMA THE TESTATRIX; WHOSE NAME iS SIGNED TO THE
FOREGOING INSTRUMENT, HAVING EEN D~ 7LY QUALIFIED ACCORDING TO LAW, DO HEREBY
ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS MY LAST WILL AND
TESTAMENT; THAT I SIGNED IT ILLINGLY; AND THAT I SIGNED IT AS MY FREE AND
VOLUNTARY ACT FOR THE PURPOSE THEREIN EXPRESSED.
SWORN OR AFFIRMED TO A D ACKNOWLEDGED BEFORE ME BY C~-%Ez~~~ ~~-~ Lr- • (;7
THE TESTATRIX THIS ~`"`~' DAY O ~F~f 2011.
COMM0t31A~JaLTF4 CF PENNSYLVANIA
Notarial Seal
Deborah L Brenneman, Notary public
Camp Hill Boro, Cumberland County
My Commission F~cpires June 18, 2014
Member, PennsYivanla puocJation of Notaries
COMMONWEALTH OF PENNSYLV
COUNTY OF ~~-~,
WE, G~r~- Coif 17~Clw4,.°
THE WITNESSES WHOSE NAMES AR
QUALIFIED ACCORDING TO LAW, DE
AFORESAID TESTATOR SIGN AND
TESTAMENT; THAT HE SIGNED WILT
VOLUNTARY ACT FOR THE PURPO~
HEARING AND SIGHT OF THE TESTA?
BEST OF OUR KNOWLEDGE THE TEST
OF AGE, OF SOUND MIND AND UNDER
,/~,, SWORN OR AFFIRMED TO
-~"'~tf"~ ~ , 201 I .
TARY PUBLIC
SS.
}
AND ~ ~ nc~c~.. ~ • .! ~c 1, t-~-f~
SIGNED TO THE FOREGOING INSTRUMENT, BEING DULY
'OSE AND SAY THAT WE WERE PRESENT AND SAW THE
:XECUTE THE INSTRUMENT AS HIS LAST WILL AND
INGLY AND THAT HE EXECUTED IT AS HIS FREE AIrTD
ES THEREIN EXPRESSED; THAT EACH OF US Its? THE
~R SIGNED THE WILL AS WITNESSES; AND THAT TO THE
TOR WAS AT THE TIME EIGHTEEN (18) OR MORE YEARS
X10 CONSTRAINT OR UNDUE INFLUENCE.
SUBSCRIBED TO BEFORE ME, THIS ~~ DAY OF
vCPhM<l!`)Lnrc6,"'`~: CF PClVNSYLVANL4
j - ,,.anal Seal
;,e~,..u;~ ~. Brenneman, Notary Public
Camp HiN Boro, Cumberland County
My Commission F~ireS June 18, 2014
Member, PennSYNanla kssociation of Notaries
WI
OTARY PUBLIC
6