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HomeMy WebLinkAbout02-1058PETITION FOR PROBATE and GRANT OF LETTERS Estate of Merchline M. Riddlesberger also known as M. M. Riddlesber~er No. 2..1-02- ~p $ To: Deceased. Social Security No. 172-32-0599 The petition of the undersigned respectfully represents that: the Your petitioner(s), who is/are 18 years of age or older an the execut„-s named in the last will of the above decedent, dated ~Itme 20 _ 1991 and codicil(s) dated February 21 , 1994 , 19 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h ; s last family or principal residence at 637 Yorkshire Drive , Carlisle yA 1 7-1~.L~--__ Rnrrnivh of (:arl i cl (list street, number and muncipality) _. Decendent, then 90 _ years of age, died October 29, 2002 at Carl i G1 , [`,iimhP.;- i and ('rnm v PA ' Except as follows, decedent ci!d not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $574 ~ 390.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters- TP ~ r amen r a r theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) rte.---~ __ _~ h ~ v ~ ., ~ _: _ _ _ _ 'ate Slaniif~~tnrPrs ~ Trarlar~ m .- '- { ~H.= ompan~_ John ,kl': Riddlesber`ger ce ~ i ~, i s u; ,-„o,- u; , ~ o° tJa3 _ nne Tov?er Road a• ;"'~ PA 17065 H~~.. N e.., ~° J ne F. Burke. Vice President ~ / c _ _ _ _. ~~ - .~ 4~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1 COUNTY OF Cnmh rl and ~ SS The petitioner(s) above-named ,-wear(s) or affirm(s) that the statements in the foregoing petition aze true and correct to tn? best of the kz:owledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will welhnd trul~ minister the estate according to law. Sworn to or affir~e~dh and subscribed ~{.~ ~ ~ before me thi; _ '"~ day of J ne F. Burke .-~' NOS EMB>R Six t\ ._ _ ---c- ,-7 ___ _.... Register of Wills for the County of (:nmherl and in Commonwealth of Pennsylvania - ~ - ~ - s -- = - ---- Na. o'~I-Oa- ~oSP~ Estate of Merchline M. Riddlesber er ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW NOVEMBER 2 6 , 20 0 2 ~ , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) date WILL : h - 2 0 -19 91, CODICIL : 2 - 21-19 9 described therein be admitted to probate and filed of record as the last will of MERC'HLINE M RIDDLESBERGER A.K.A. M M RIDDLESBERGER ; and Letters M ARY are hereby granted to MANUFACTURERS & TRADERS TRUST COMPANY AND JOHN H RIDDLESBERGER ~odiril FEES 10.50 375.00 Probate, Letters, Etc. ......... $ Short Certificates( ) .......... $ 18.0 0 ~aalaxoia~~ s x ~ x a • p~a ge s $-=-8-. X1-9 j~p $ 10.00 TOTAL $ 431.50 11-26-2002 Filedr_ a 11'Ati' ' b'ar'Ik ' 1 I - 2 6'= 2'0 0 7 ' ' ' ' tt ;;tee of gills 'I~QQ~,,_~ Edward L Schorpp~ Esquire _ ATTORNEY (Sup. Ct. I.D. No.) 10 East High Street Carlisle, PA 17013 ADDRESS 717--243--334] PHONE c:1wp511wills~mercridd.cad file ~ 3241-01 c 21--02-1058 CODICIL TO LAST W/LL AND TESTAMENT OF MERCHL/NE M. R/DDLESBERGER I, MERCHLINE M. RIDDLESBERGER, of Borough of Carlisle, Cumberland County, Pennsylvania, do hereby make, publish and declare this to be the Codicil to my Last Will and Testament, dated June 20, 1991, as follows: FIRST: I revoke Paragraph Fifth of my Last Will and Testament. SECOND: I nominate, constitute and appoint my son, JOHN H. RIDDLESBERGER, and THE FARMERS TRUST COMPANY, of Carlisle, Pennsylvania, to act as Co-Executors of this my Last Will and Testament. No Executor shall be required to file a bond in this or any other jurisdiction. THIRD: In all other respects, I hereby ratify, confirm and republish my Last Will and Testament dated June 20, 1991 as and for my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ,~ ~ day of 1994. ,~ v ,{ ;~ , ~ ~ ; ~' ~.-~ (SEAL) Merchline M. Ridd esberge, Signed, published and declared on the date thereof by the above named MERCHLINE M. RIDDLESBERGER, as and for the Codicil to his Last Will and Testament, dated June 20, 1991 in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. c:\wp51\wills\mercridd.cod file ~ 32A1-Ol .. L COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND . I, MERCHLINE M. RIDDLESBERGER, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Codicil; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by MERCHLINE M. RIDDLESBERGER, the Testator, this r,~/-~E day of ''~-~,~:.,~.c « ~ < ~ 1994 . . _ . Merchline M. Riddle~b~rger, Testator Publi -~'"i"ARI~rL SEAL i ~~!:': ~::~. ;~E~'.P~NOL~P~, i~GtBi}~ Public ~,' ~~lm~::~and County, Pa. ~~ ,M1 '~st `x~ i~~s ~~b.12,1~~6 2 c:\wp51\wills\wercridd.cod file +Y 3?Al-01 COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND , We, ~~~cr~~'~ ~s `~~ ~c~~::< ~ and J~~C~-t:~,~a~_~__rl~f. i_ .~~7~~s_;:°,>~~._~c,tt ,the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Codicil; that MERCHLINE M. RIDDLESBERGER signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Codicil as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by `~ati~r'~ti `~ ~:l~. `~~~ ~..~~:.~~ ti~ and ~~'~~~= L~LvF ~._~~:.~ ~_ 1.~. ~~r""~L~~~~~~.iG,f-ithiS .~ ~~=~ day Of _ 1994. ~`~ ~t; YJ,1 ~ ~ c y ,. ~,--`f .,. '\ `a "~'~. ~ ~i'' '. ~. l_i:.-~ P~Gblic .~.~..., _.. ~,._u...y~~.a.u..,.,.Ct ~p~~~+,,,~,,, T'~4Si_w~: ~.. ~~~~c~o~.~~~, P:atay Pudic +s., ~s=~, +~arri!~;Ia~d tuuncy, Pa. ~~~,~~,~~:~~st ~~~~~s ~~°~,1?, t93~ 3 ~~~ a ~, ~ _ ~ r y a ~~ ~~O a+p r ~' ~ 7 ~ ~ Carl ~ tarl rte., ~ ~ r ~i o o ~ y H ~ ~ H ~,~,~1 ~,y~~ ~, 17 17 N~'' `~` H ~ ~ ~ ~cn-~ , r 'rl ~-1 tty "'1 O p M r~ r Z z~~ r r' n ~ ~ x z ~ooo z~~~~p ~ d H `~' ~ ~ ~ ~ U7 N (1 /~ !7 H C r -o z Cr] r-l "z cn C r~ y pdz o Z h7 D x y O p~ V ~p N ~ N C19 -,,:1 ~ x w V r• ~ ~-1 O ~ ~ Z y LTJ ~ N ~ ~ r ~ z V O -~ r-.+ . .A W W ~ha is to certify that the information here given is correctly copied h~om an original certificate of dearli dulti~ Filed with me as Local Registr;u. "I'he original certifcare will he.forwarded to the Stare Vital Records Office for permanent filing. VWARNING: I# is illegal to duplicate this copy by photostat or photograph. I'CC fl,r rlrir cernlicale, ~ ~.~~) ~~iunaT•~• :=\ I" ~,ZN ~F p ,`~~/.~q _~_~ h?1 local Rr~=Ltin-a~- ~ X3703552 -~~(,. -- N,pS.; a7 Aee. Z!7 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS -rPFi-mNT CERTIFICATE OF DEATH IN NAME OF DECEDENT If xv. M~dde. Lml _ STgE FrIE WMBER 'ERMANENT ---~--~-~" - SE% SOCIAL SECURITY NUMBER DATE OF DEATH,MeMt Dsy yrl !LACK INN Merchline M Riddlesb r i yW O i • e g e r ,. Male ]. 172 - 32 - 0599 ACE(lm Saeweyl UNDER t YEAq UNDER 1 DA]' DRE OF &RTN CE ICh aM PIACE OF OE !- nn ~t 29, 2002 Momns r OsH !bun • Mnuua ,Manor. Day ~b«I 5 N a Fb •9^CamnYl nM MB yea ~nvrucl~Ons an Ortb s0e1 Cjo Yom. s. r ' June 24,191 e Baltimore MD T 110$PITAL: OTHER: Irpali«K ^ EPoOU,pMNd u DoA ^ ,~ ® ~ ^ ^ COUNTY OF DERV CfTV, BORO,TW . P OF DEATH FACRf st TV NAME (K nq mv~nAnn. grva«M arb nwnoarl ~ ISO.cM ~ ~• Cumberland Carlisle Thornwald Home VNS DECEDEM OF HISPANIC ORK31N7 ~•~ ~•^%yaa.apacdyCupan RACE -Am•nesn bdian, S4et WM•. a. ~1 M k. OECEOENT'$USUAL OCCUPRION (C.'.v ama d.ort Bone OUr mm '^7 KING Of SUSINESSANDUS7RV ,,, Y+AS DECEDENT EVERM S DECEDENT'SEDUCATION ., M.Alaan, Pa«q RkAn. «~. !' MARITAL STRU$-M White 10. a aortMrq eN; oo nd usa refired l • D ti t U. . ARMED FORCE57 ~~ .f--~ TSartJ Ne^ NrM n nMMSac'an0«Y anNd N•r•r Mani W, YAdpe•d, Ca1Ng• OirerCM (SpeC1y) SURVIVlq SPgISE le •a•, pw maven wMl „~ en s „Self Employed „ min „+ns.l DECEDENT'S MARINO ADDRESS ISlre«. CiILVbAm. SM,s, Zy COdel DECEDENTS ~] ta. ~ ,!. 637 Yorkshire Drive "`s"'° PA °i° „°•^ n. ok,~er.ab Carlisle, Pa 17013 RESIDENCE sae mmn,caoM . 0eCi0MK e..ba " on oelar eaN ,,, Cumberland '°'"""o' "°•°'°d«'"^e FATHER'S NAME IFfv. MadN Lavl . n~.eM,aAmw ltrMaa Carl i - al e ,e- Henry Merchline Riddlesberger x+FORLLANT S NAME (1ypNPrrK) 1ei. May Riddlesberger LIFTNOD Of bSPOSITION DATE DF 01; &Plal ® Cr«Mlbn ^ R•mo•sl heal Slal• ^ (MdKn, Dsy, OvIMiM^ oln.r (sp.clryl ^ e1 :,e. NO' U OF FUNERAL RVICE LICEN PE TINO AS SUCH E]a %arlPl«• A•ms 27•e onM wMn c•ndynq To ew 0•« a my wMwNdS•, aaln occ rlryamerl a• na1 avaNeN « Ilrrl• O/ ONIn b (59nslla TAB) urn arUy caraw a ann. _ 1]E. Nay 34]6 mussWrornPl«MM THE OF BERN ,DA faraon •m• Pr«r«rrK. E•a1n. O 2e. ]S. h. PART I: Ea« IM aNaa•a. inryriaa «COmp4ca,r«ra •nir;n rauasd tM d•sln. Oo nol « IM m LW arKY oM faufa an aaU NN. efefED1ATE CAUSE (F~na b•a•• v G]rbila)n .wAwgmo••eq-. a ~Jv~1o D.~ ~Pf-~ ra.waa d«InILAST a, IM Um•. dale auto b c«diaC « Pia. Cumberland Valley M ],d. NAME AND AOORESSoF FACILITY Hoffman-R~ m. 219 N LICENSE NUMBER 7]b. 'HAS CASE REFERRED TO MEDICAL EJUY ~-- X qs ^ 0, Sfaxk «Men IaAUrs. i Ap~irM~n PART N: ON« I er1Ml arW MAUI i 1 COMPLETpN aF CAUSE IManm. Day, ri«) OF OERH7 N«urY ~ Ilprn<ids ^ ~ AKi4•rM ^ ParMirp Irn•slKi«bn ^ w. ^ Ne n. ^ No ~ Sukrea ^ cow rol o. dal.rmin•d ^ ]" ]oe. PLACE OF I WURY - M Mme, farm, vra«, latlery, ollks .]Y. ]b. r, IluidYlq, «c. ISOeWI CERTIFIER ICn•cl, - ~•~ 'CERTIPYRID PNYSK]AN fPnys¢un cenaymq cwsed deem.Hyn anolner onvscun Ms porwunaed Seam aM can SIGNRURE To vN H••t of my tnorMd!•, e•aln oeeurree aw b Sra cw PNIeO IIem 271 aNal and manMr aa «eve ..................................................... ]II,. 'PRf>l1DVNCIN6 AND CERTIfY1ND PHYSICIAN (PFyyayn nprn parowlci seam arM CMd LICENSE NV(~M To ffl• OMt of my kMwNdge, waln eoaarrad at m•,Irrr•, date, and plaeri aM du• to IM ausela aI rld m~nrlalr as a,aud .............. ^ Iii ............ i ],e. NAME AHD AD •TeEDICAI EXAMINER/CORONER (Item 271 Typ. Uatc era! Home PA 17n1~ IGNED Oay. Y•YI ~¢~ 17 N•l7 ,M WaN of eaaminallon am90I InyesD atlan, In m - LL a /e ' ~ P'~ ~ 9 y opinion, dealn «curred at Ina Um•, daN, and plxq and due,a ,ne aquae( ) arM ~~ U`~~ ~ Si m•nne. as n„•d ................................................... ^ ],a. ............. .............................~ REGI RAR'S SKiNATVRE OnIUMBER ]7, C (j f ~ ~ /j,r _ _ ~ /~~ t ' DATE FI/L))LEyD/(~M-p/n~m, Day Yaari I~ r`~TJAL/+~w~// ~/vy~('/l.//, 7a. ' V V ~ . / OC ~o~ NOV O1 2002 Nla ^ No ^ 300 OF DEgN h L• a ~~ eL ~~c~t Dili ~rc~ (~1P~Yr~mettt OF MERCHLINE M. RIDDLESBERGER 21-02--1058 I, MERCHLINE M. RIDDLESBERGER, of Carlisle, Cumberland County, Pennsylvania,; do make, publish and declare this as and for my Last Will and Testament, hereby revoking and" making void all former wills and codicils by me at any time heretofore made. FIRST: I direct all of my just debts, funeral expenses, administration costs, estate. inheritance and succession taxes be fully paid and satisfied out of my estate by my personal representative hereinafter named as soon as conveniently may be done after my decease. SECOND: I give to FARMERS TRUST COMPANY, of Carlisle, Pennsylvania, in Trust,:.. !' a sum equal to the tax credit equivalent for Federal Estate Tax purposes, which sum is, as of the: date of this Will, Six Hundred Thousand ($600,000.00) Dollars. The Trustee shall invest and reinvest the principal and pay all of the income to my wife, MAY K. RIDDLESBERGER, it quarterly or other convenient installments, as long as she may live. A. Should Federal ;State Tax laws enacted subsequent to the date of this Will, and prior to my death, either increase or decrease the amount of the tax credit equivalent, it is my intent that the funds constituting the principal of the Trust be such greater or lesser amount, in lieu of the above stated Six Hundred Thousand ($600,000.00) Dollars; B. Should there be insufficient assets to fully fund this Trust, it shall be funded to the maximum extent possible; C. Should the income, when taken together with other income that my wife may have from other sources, prove insufficient to properly provide for her welfare, comfort and support, then Trustee may, in its sole discretion, pay to her whatever sums it deems necessary and appropriate out of the principal of this Trust, as well as the income, to permit her to maintain a standard of living similar to that enjoyed by her during her lifetime. D. The Trustee, on behalf of the beneficiary, may make payments to others for her use and benefit, to assure her welfare, comfort and maintenance. E. Upon the death of my wife, the Trust shall terminate and all assets of the Trust shall be distributed in equal shares to my children or the issue of any deceased child, per stirpes, except that any share payable to my son, JAME5 RIDDLESBERGER, shall be held in Trust by the FARMERS TRUST COMPANY, of Carlisle, Pennsylvania, as Successor Trustee, in accordance with a Declaration of Trust made by my wife, MAY K. RIDDLESBERGER, the 20th day of June, 1991. THIRD: All the rest, residue and remainder of my estate, I give, devise and to my wife, MAY K. RIDDLESBERGER, absolutely. FOURTH: Should my wife, MAY K. RIDDLESBERGER, fail to survive me, then I that my residuary estate be distributed among my children as set forth in Paragraph Second, paragraph E above. FIFTH: I nominate, constitute and appoint my wife, MAY K. RIDDLESBERG to be the Executrix of this my Last Will and Testament. Should my wife, MAY RIDDLESBERGER, be unable to act as such executrix, for any reason, I appoint my son, J 2 RIDDLESBERGER to act as Executor in her place and stead. No executor shall be required to file a bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto se my hand and seal this 20th day of June, 1991. ~.~-~aL~ Merchline M. Riddlesberg' SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: 3 • a COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND I, MERCHLINE M. RIDDLESBERGER, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by MERCHLINE M. RIDDLESBERGER, the Testator, this '~ ~ ~~ day of ~ ~ ~~- , 1991. Merchline M. Riddlesberger, Testat r 4 --~.~- "" - Notary Public ».,. - NCl!ARrAL SEAL JANICE E. NERT2LER. F~QfARY PU9LiC GUMBERLAMU CGUNiY, GARLlSLE, PA MY COMMISSK?M EXPiNES f~E9RUARY 4, 1995 4 COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, James D. Flower and James D. Flower, Jr. ,the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will; that MERCHLINE M. RIDDLESBERGER, signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. ~ Sworn or affirmed to and subscribed to before me by James D. Flower ', and James D. Flower, Jr., th1S 20th day of June , 1991.'. ~' ~ ~.~ i'' _ Witness .,~ 0 Witness Notary Public 14QTA~lA~. 5Elei~ J11NiCE E. h4E~'t2t.E~ ~~Tr;~iY Ql39ilG CUBIIBERLk~dE1 CL'llAtik'', ~'a6f1t£.C~LE, P~ MY COMA#1SSIU~ FXEi4~~~ FE~1?ilAi~Y a, 1995 5 ro ty~ Z 5 J W C1 z O .p y H ~~" r-~ Private Client Services © M8T Investment Group 1415 Ritner Highway Carlisle, Pennsylvania 17013 717-240-4504 Toll Free 800-822-2155 Register of Wills Cumberland County Courthouse 1 Court House Square Carlisle, PA 17013 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: MERCHLINE M. RIDDLESBERGER Date of Death: October 29, 2002 Will No. 21-02-1058 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on November 29, 2002:: May K. Riddlesberger 637 Yorkshire Drive Carlisle, PA 17013 Samuel M. Riddlesberger 41 Skagit Key Newport Shores Bellevue, WA 98006 Dr. Merchline M. Riddlesberger, Jr. 3116 Colony Road Charlotte, NC 28211 John H. Riddlesberger One Tower Road Mt. Holly Springs, PA 17065 James M. Riddlesberger 518 Cherry Street Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: November 29, 2002 Signature l,h.e_ Jane F. Burke, Vice President Address: Manufacturers and Traders Trust Company 1415 Ritner Highway P.O. Box 220 Carlisle, PA 17013 Telephone: (717) 240-4504 Capacity: Personal Representative ~\ cc: Edward L. Schorpp, Esquire COMMONWEALTH OF PENNSYLV<~NIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 002100 M & T INVESTMENT GROUP TRUST DEPARTMENT 1415 RITNER HIGHWAY CARLISLE, PA 17013 ------- fold ESTATE INFORMATION: SSN: 172-32-0599 FILE NUMBER: 2102-1058 DECEDENT NAME: RIDDLESBERGER MERCHLINE DATE OF PAYMENT: O1 /29/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/29/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ S 20, 000.00 TOTAL AMOUNT PAID: REMARKS: M & T INVESTMENT GROUP CHECK# 756895 SEAL INITIALS: SK RECEIVED BY: DONNA M. OTTO REV-1162 EX111-961 $20,000.00 DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA ~~ ss: COUNTY OF CUMBERLAND 1 SR-N ~ ~ ~ c,~ Ke 1J f C.z P~ S - ~ ~J T I~I~I ~~~( ~C I U .~- S A~J~D T~I-~2f~ S T~LI ~T ld)Y) tQ~N y being duly ~~ b ~ ~ according to law, deposes and says that he ~' ~ ~ ~A~ of the Esta+e of n1 e ~ C a l,(~ ~- -'-'1 ~ (~ ~ 0 D e S 13 ~C-~ late of ~ -~~ ~--~r~~1~~ ,Cumberland County, Pa., deceased and that the within is an inventory. made by M1~,1~~,4c7U-f~~~RS Q42_Qs ~., the said ~~~~~ ~ 0 of the entire estate of said decedent, consisting of all the personal proparty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death . ~UVJ/~l and subscribed before me, 7 -t9 ~P Executor -Administrator /Y1ANuF~C c cclZeQS ~- ~4~e(~S ~,ST Ca. ~~e ~~ es r ~ ~ ~ ~~~ C~2~~~L ~ ,Q/~ Address } ~Q 13 ~tt Date of Death ag ~ ~ G ~ ~ a °©~ Day Month Ysar INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. $ee Article IV, Fiduciaries Act of 1949. ,"U Q 0 Z \~ } ~ ~ ~ N { - W ~ H ~ W Q `~ d ~ ~ O W ~ W ~ ~ ~ Q O a LL O ~ Z ~ Z ~ Z ~ v w Q a. -..1 ~ c ~o ~ ~ O ~ l-~ ~ E ~ U Notarial Seal Tammy S. Seibert, Notary Public Carlisle Born, Cumberiand 13 2006 My ~,,,~ssion Expires May Member, ~'~0C1~' a Notaries .-, ,_, •-.4 . c r- f t.~~ C~.; ~ I O it '~ ~c °' o LL m inventory of the real and personal estate of MERCHLINE M. RIDi1..SBRRG.R deceased - Crrstown Bank checking account #106001405 - Orrstown Bank checking account #106001405, accrued interest - Verizon Wireless, refund - PA Blue Shield, refund of premium - Trust under Agreement dated 04/02/1996 (see attached statement of trust assets) 26,092.78 3.50 24.62 512.04 562,948.07 ~, f %-/~03- ~ COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 1712s-Bboi NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 ER AFP (01-037 DATE 08-18-2003 ESTA TE OF RIDDLESBERGER MERCHLINE M DATE OF DEATH 10-29-2002 FILE NUMBER 21 02-1058 __: ! `: ~ ~' .COUN TY CUMBERLAND EDWARD L SCHORPP ESQ ACN 101 MARTSON ETAL 10 E HIGH ST Amount Remitted CARLISLE PA 170).3. MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF RIDDLESBERGER MERCHLINE M FILE N0. 21 02-1058 ACN 101 DATE 08-18-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4l .00 of this fora with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) [5) 26,632.94 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 562,948.07 a. Total Assets (g) 589,581.01 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 55,088.20 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 383.00 11. Total Deductions (11) .471 9f1 12. Net Value of Tax Return (12) 534,109.81 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (l4) 534,109.81 NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 90,905.49 X 00 _ , 00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 443,204.32 X 045. 19,944.19 17. Amount of Line 14 at Sibling rate (17) .00 X 12 - .OD 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 - .00 19. Principal Tax Due (19)= 19,944.19 TAX CREnITS• - DATE NUMBER + INTEREST/PEN PAID (-) AMOUNT PAID 01-29-2003 CD002100 997.21 20,000.00 TOTAL TAX CREDIT 20,997.21 BALANCE OF TAX DUE 1,053.02CR INTEREST AND PEN. .00 TOTAL DUE 1,053.02CR * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A ''CREDIT" [CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for Years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate an any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 91407. PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed an the reverse side. --Make check or money order payable to: REGISTER OF MILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an ^Applicatian for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services far taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown an this Notice must object within sixty C601 days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Oept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dapt. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three C3) calendar months after the decedent's death, a five percent CS%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the sane Wanner and in the the same tine period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate factor Year Rate Factor Year Rata Factor 1982 20% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .DOD219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown an the Notice, additional interest must be calculated. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION No. 21-02-1058 Estate of MERCHLINE M. RIDDLESBERGER, Deceased Late of the Borough of Carlisle FIRST AND FINAL ACCOUNT OF MANUFACTURERS AND TRADERS TRUST COMPANY AND JOHN H. RIDDLESBERGER, CO-EXECUTORS Date of Death: October 29, 2002 Letters Granted: November 26, 2002 First Complete Advertisement of Grant of Letters: January 3, 2003 Account Stated to: August 20, 2003 PRINCIPAL Receipts Less Disbursements Principal Balance Remaining INCOME Receipts Less Disbursements Less Distributions Income Balance Remaining COMBINED BALANCE REMAINING SUMMARY & INDEX Pages 2 $ 590,649.18 2 - 3 75.980 35 3 $ 15,803.28 3 826.28 14,977.00 3 14,000.00 $ 514,668.83 977.00 $ 515,645.83 COMPOSITION OF NET BALANCES Principal 12070.636 shs. Delaware Tax-Free PA Fund 5001.5762 shs. MTB PA Municipal Bond Fund 3560 shs. VanKampen PA Tax-Free Income Fund 388 shs. AT&T Corp. 624 shs. AT&T Wireless Services 2088 shs. BellSouth Corp. 616 shs. Chevron Texaco Corp. 627 shs. Comcast Corp. 200 shs. General Motors Corp. 132 shs. M&T Bank Corp. 1000 shs. PPL Corporation 1701 shs. SBC Communications, Inc. 1640 shs. Verizon Communications 143 units Nuveen Tax Exempt Unit Trust PA 186 20 units PA Insured Municipal Income Trust 30th Series Principal Money Market Fund Income, Money Market Fund Inventory Filed Per Copy of Inventory Filed Income PRINCIPAL RECEIPTS Subsequent Receipts: 12/24/02 Proceeds sale .59 sh. Comcast Corporation PA Department of Revenue, refund PA Inheritance Tax Total Principal Receipts PRINCIPAL DISBURSEMENTS Market Value August 19. 2003 95,720.14 51,366.19 60,555.60 8,272.16 5,148.00 53,995.68 44,413.60 18,377.37 7,710.00 11,418.00 39,600.00 40,245.66 58,679.20 2,962.96 5,180.40 13, 301.38 $ 516,946.34 15.15 1,053.02 Account Value 96,685.79 51,482.21 61,445.60 9,493.95 4,071.60 55,540.80 43,899.24 15,890.95 6,739.00 10,647.12 33,140.00 43,460.55 60,532.40 2,970.04 5,368.20 13,301.38 $ 514,668.83 $ 977.00 $ 589,581.01 11/20/02 Cumberland County Register of Wills, Letters Testamentary 12/02/02 Hoffman-Roth Funeral Home, funeral expense Cumberland Law Journal, advertising Letters Testamentary 12/24/02 The Sentinel, advertising Letters Testamentary 01/29/03 Register of Wills, estimated PA Inheritance Tax 03/10/03 Checks presented after date of death to Checking Account Orrstown Bank 03/10/03 Cumberland Valley Memorial Gardens, grave opening 04/15/03 Smith Elliott Kearns & Co. LLC, tax preparation 06/30/03 Register of Wills, filing PA Inheritance Tax Return and Inventory -2- 1,068.17 $ 590,649.18 431.50 7,375.00 75.00 91.85 20,000.00 383.00 900.00 330.00 20.00 PRINCIPAL DISBURSEMENTS (continued) Reserved: John H. Riddlesberger, Co-Executor Fee Manufacturers and Traders Trust Co., Co-Executor Fee Martson, Deardorff, Williams & Otto, attorney fee Closing and Filing Costs Total Principal Disbursements INCOME RECEIPTS 12/24/02 Dividend, Insured Muni Income Series 78 03/10/03 Interest, Checking Account Orrstown Bank 07/09/03 PA Department of Revenue, refund 2002 PA40 Dividends, Nuveen Tax Exempt Unit Trust 12-11-02 to 5-15-03 Dividends, PA Insured Municipal Income Trust 30th Series 12-11-02 to 7-25-03 Dividends, MTB PA Municipal Bond Fund 12-11-02 to 8-15-03 Dividends, Delaware Tax-Free PA Fund 12-11-02 to 8-6-03 Dividends, VanKampen PA Tax-Free Fund 12-11-02 to 8-6-03 Dividends, Chevron Texaco Corp. 12-11-02 to 6-10-03 Dividends, General Motors Corp. 12-11-02 to 6-10-03 Dividends, M&T Bank Corp. 1-3-03 to 6-30-03 Dividends, PPL Corp. 1-3-03 to 7-1-03 Dividends, AT&T Corp. 2-3-03 to 8-1-03 Dividends, BellSouth Corp. 2-3-03 to 8-1-03 Dividends, SBC Communications 2-3-03 to 8-1-03 Dividends, Verizon Communications 2-3-03 to 8-1-03 Dividends, Money Market Fund 12-2-02 to 8-1-03 Total Income Receipts INCOME DISBURSEMENTS Income Fees INCOME DISTRIBUTIONS TO BENEFICIARIES 08/25/03 May K. Riddlesberger 11,093.50 22,187.00 12,093.50 1,000.00 $ 75,980.35 62.70 20.30 175.00 164.40 321.20 1,341.17 3,310.89 2,050.05 1,293.60 300.00 118.80 1,130.00 218.25 1, 336.32 1,675.48 1,894.20 pan a~ $ 15,803.28 $ 826.28 $ 14,000.00 MANUFACTURERS AND TRADERS TRUST COMPANY AND JOHN H. RIDDLESBERGER CO-EXECUTORS COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Jane F. Burke, Vice President Manufacturers and Traders Trust Company and John H. Riddlesberger, being duly sworn according to law, depose and say that the Account as stated is true and correct and that the Grant of Letters and the first complete advertisement thereof occurred more than four (4) months before the filing of the Account. Sworn to and Subscribed before me this J ~ day of September, 2003. otary Public Notarial Seal Tammy S. Seibert, Notary Public Carlisle Bono, Cumberland Cown(y MY Conxnission Expires May 13, 2006 Member, Pennsylvania Associatlon Of Ndaries -4- IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF MERCHLINE M. RIDDLESBERGER, LATE OF THE BOROUGH OF CARLISLE SCHEDULE OF PROPOSED DISTRIBUTION Balance for distribution as per First and Final Account filed September 12, 2003 $515,645.83 Distribution Manufacturers and Traders Trust Company Trustee u/Will Merchline M. Riddlesberger Market Value August 19, 2003 12070.636 shs. Delaware Tax-Free PA Fund 95,720.14 5001.5762 shs. MTB PA Municipal Bond Fund 51,366.19 3560 shs. VanKampen PA Tax-Free Income Fund 60,555.60 388 shs. AT&T Corp. 8,272.16 624 shs. AT&T Wireless Services 5,148.00 2088 shs. BellSouth Corp. 53,995.68 616 shs. Chevron Texaco Corp. 44,413.60 627 shs. Comcast Corp. 18,377.37 200 shs. General Motors Corp. 7,710.00 132 shs. M&T Bank Corp. 11,418.00 1000 shs. PPL Corporation 39,600.00 1701 shs. SBC Communications, Inc. 40,245.66 1640 shs. Verizon Communications 58,679.20 143 units Nuveen Tax Exempt Unit Trust PA 186 2,962.96 20 units PA Insured Municipal Income Trust 30th Series 5,180.40 Principal Money Market Fund 13,301.38 Income Money Market Fund 977.00 $ 517,923.34 STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION Account Value 96,685.79 51,482.21 61,445.60 9,493.95 4, 071.60 55,540.80 43,899.24 15,890.95 6,739.00 10,647.12 33,140.00 43,460.55 60,532.40 2,970.04 5,368.20 13,301.38 a~~ nn $ 515,645.83 The above distribution is proposed in accordance with the terms of the Last Will and Testament of Merchline M. Riddlesberger, late of the Borough of Carlisle, Cumberland County, Pennsylvania. -5- COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Jane F. Burke, Vice President of Manufacturers and Traders Trust Company and John H. Riddlesberger, being duly sworn according to law, depose and say that they are the Accountants in the Estate above named, and that the facts set forth in the Statement of the Reasons for the Proposed Distribution are true and correct. Ja F. Burke, Vice President Sworn to and Subscribed before me this ~ day of September, 2003. (~ Notary Public Notarial Seal Tammy S. Seibert. Notary Public Carlisle Boro, Cumberland Counly My CtxrKnission Expires May 13, 2006 Member, Perxbyl~arrig Association Of Notaries -6- ..._._.. .__ ._..__ . _~~,,_' (~ ' L~ ~ /4CCaunt Coniirmod ~ba~::ut~riy and distribution decreed !~~ accordance yv+th proposed schsd- u9~+ at diet ~butia~~ herswith. By the coin I ~ I ;~-~-~/~ c ~ . -----~- ~. b 9 a ~ ~ro~dr~zoc~c~ n g ~ ~ ~'~~~~~ a~ro~ n "' ~hny oa~y ~ 0 0 v ~ ~~ ' t7 m rn r ~ =J N x~~ d w n ro r~~o o n ~ z x zv roz y~°zo~ ~.j r~ ~ C7 Ota-' txJ~ DoH~Z - ~ ~ ~,b ~~ ~ ~ °~ ro ` ~ z car trJ '* t-3 G O ~ ~ 'r1 rt J tT x ri ro y ~ ~ ~ ~,G N GJZ ~ Oz :~ ~--~ N• ~ G~ t'r1 r+ H bd z z O ~'~ ~ N ~~ya °~ ~~ ~ d ~ O y ~ d C N C') ~ N O x o ' ~ H C!] H o la t=] H H O tp a ro ° ~ z ~ o 0 H ~ iU O C~f~ rC ,• ~~~~~ ~~~~ ~ ~~~~$ ~. ~ ~ • ~~~~ ~ ~~ a~ ~ ~~ ~a~~ ~.~ ~8~~ ~a ~ ~~~~~ ~ . ~ ~ ~ ~ ~,~ g e~a9li~dg~~ f 3 to ~~ ~`~3, .,~~ ~%~ io3 - ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 286601 HARRISBURG, PA 17128-6601 ~~ EDWARD L SCHORPP ESQ MARTSON ETAL 10 E HIGH 5T CARLISLE PA 17013 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX 6FP (01-037 DATE 09-02-2003 ESTATE OF RIDDLESBERGER MERCHLINE M DATE OF DEATH 10-29-2002 __ FILE NUMBER 21 02-1058 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS __~ __ ----------------------------------------------------------------------- REV-1607 EX AFP (01-03) ~*~ INHERITANCE TAX STATEMENT OF ACCOUNT ~~~ ~------- ESTATE OF RIDDLESBERGER MERCHLINE M FILE N0. 21 02-1058 ACN 101 DATE 09-02-2003 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-18-2003 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): 19,944.19 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 01-29-2003 CD002100 997.21 20,000.00 08-13-2003 REFUND .00 1,053.02- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. ~ IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. [ IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 19,944.19 .00 .00 .00 PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CRI: A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an °Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Nills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). REPLY T0: Questions regarding errors contained an this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent CS%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the data of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rata which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2D03 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Vear Rate Factor 1982 20% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .OD0247 2001 9% .000247 1985 13% .000356 1993-1994 7% .D00192 2002 6% .000164 .000137 1986 10% .000274 1995-1998 9% .000247 2003 5% --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (157 days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must he calculated. © M~TInvestment Group Cumberland County Register of Wills One CourtHouse Square Carlisle, PA 17013 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Merchline M. Riddlesberger Date of Death: October 29, 2002 Will No.: 21 02 1058 Private Client Services P. O. BOX 220 ONE WEST HIGH STREET CARLISLE, PA 17013 717-240-4504 Toll Free 1-800-822-2155 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonable believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a fmal account with the Court: Yes X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and maybe attached to this report. Date: October 23, 2003 Jane F. Burke, Vice President Manufacturers and Traders Trust Company, One West High Street Carlisle, PA 17013 717-240-4504 Personal Representative ~/ _ .. Manufacturers and Traders Trust Company Private Client Services R!Y. !$lIO EX + ll..ool (7--/03 -% REV -1500 I INHERITANCE TAX RETURN IFILENUMBER RESIDENT DECEDENT 21 cout>lTY CODE ~L_ -: SOCIALSEcuRirv N-UMBER-- *' ~:>r:;:';C',i\L U~~,. "iN" ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OEPT,280601 _~~~ISBU~~~~__1712~1____ _1_ __ __,_ ____ ________ I-OECEDENrs'NAME-(LAST,FIRS(ANDMIDDLE-INfTlAL) _n_ __ ____ __ - ___ __ ~ z w o w u w o RIDDLESBERGER, MERCHLINE M. r-DA TEOFDEATH- (MM~DO=-YEAR)- n__ DATE OF BIRTH (MM~DD-VEARf-- ,10/29/2002_ _u_ __106/24/12-12_____ !(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) RIDDLESBERGER, MAY K. J___'______ ____m_ ____on _____ 0 181 1, Original Retum w ~ 0 181 ::.cSV,I 4. Limited Estate uz~ w~g 181 Decedent Died Testate (Attach copy 0 :J:~..J 6. u~m of Will) ~ " 0 9. Litigation Proceeds Received 0 2. Supplemental Retum .~ "'z ::!w ",0 OZ ui( iH$_~Il)>>.i_t'~~ll~i~'~... . NAME , Edward L. Schorpp, Esquire ,- --- -- -- --- - FIRM NAME (If appliC<lble) Martson Deardorff Williams & Otto ~ELEPHONE NUMBER ! 717/243-3341 ---- ---I _ __ ____ _ _ -.l 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole#Proprietorship z o ~ S ~ ~ ~ ~ w z 4. Mortgages & Notes Receivable (Scheduie D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. InterNivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Yalue of Estate (Line 8 minus Line 11) 02 1058 _NU!JIE!~~ 172-32-0599 I J THIS RETURN MUST BE FILED IN OUPUCATE wrrH THE REGISTER OF WILLS --- ------------",,-- SOCIAL SECURITY NUMBER 1 o o o 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes . ":ili!i, . .iSl COMPLETE MAILING ADDRESS ~ 11.Election to tax under Sec. 9113(A) (Attach Sch 0) '-~,~ Ten East High Street Carlisle, PA 17013 (1) (2) (3) (4) (5) (6) (7) ~11""'~ __-~---::i:-:=-' - N on<5- - C' None! None None' 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a LIving Trust (Attach copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31.91and1-1~ ................',.il!lii 26,632.94- None 562,948.07 (9) (10) 55,088.20 ------------ -- 383.00 I 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REYERSE SIDE FOR APPLICABLE RATES CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAVMENT 20. 181 ii.,-\f,~jij...I!iUl':""~II~.."._ii!_..'!"...!!'.i ,_ ,>~ __ -,~-j'lt "" ," 'N' ,'" "" 'N' ,,,N N,____, ,_,__ n __,,, """ ,ilir/!,d'!i Copyright 2000 form software only The Lackner Group, Inc. 15.Amount of Line 14 taxable at the spousal tax rate, 90,905.49 x .00 (15) or transfers under Sec. 9116(a)(1.2) z 443,204.32 .045 (16) 0 16.Amount of Line 14 taxable at lineal rate x ~ ------ ___________m___ ;! ~ ~ 17. Amount of Line 14 taxable at Sibling rate x .12 (17) ~ 0 --,---------"'----- ------ u ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) \,..o..lOFfl :!AL:,*~~X}~:i.{ F I W V N o N (8) 589,581.01 (11) 55,471.20 (12) 534,109.81 (13) (14) 534,109.81 0.00 19,944.19 19,944.19 Form REY-1500 EX (Rev. 6-(0) ., ,. ' Decedent's Complete Address: STREET ADDRESS 637 Yorkshire Drive CITY Carlisle --.- -.- ----- -- - -- .-'" .~ -- ----.. --- --- -r=- --.... .- i STATE PA \ ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2, Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 19,944.19 20,000.00 --- --.---- 997.21 Total Credits (A + B + C) (2) 20,997.21 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnterestJPenalty (0 + E) (3) 4. If Une 2 is greater than line 1 + Line 3, enter the difference. This is thEDVERPA YMENT. (4) Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total 01 Line 5 + 5A. This Is theBALANCE DUE (5B) 0.00 1,053.02 0.00 Make Check to: REGISTER OF 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 transferred;....."......."........................."...............,........."....... ~ ~ ~: ~:::~ ~h~e~~~i~~:~:~~;:s~~~.~~~~I. .~.~~.~~~ .:.~~:.~:..t.~.~,~~~~~~,~. ~.~.i~~.i.~.~.~~~..............................:..:..:::::..:::::..... d. receive the promise for life of either payments, benefits or care?..."..................."mn........................... 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 "in trust for" or payable upon death bank account or security at his or her death? .."..... D ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?......................................."..........................................."......................... D ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~ury, I declare thai I have examined this return, induding accompanying sdledules and statements, and to the best of my knowledge and belief, it Is true. correct and complete. Declaration fJrepa~~r_~_ther than_the pe_rsonal represen~tive is bas~ on arl.information ~f ~hich prepare( has a~y kO?Wledge. ____ _ ___ ___ ___ __________ __ ___,,_ ___ ___ SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN ADDRESS DATE nUfactur.",rs rsll?d d T Trraae.e err55 T Trust Co. P.O. Box 220 ~ Carlisle,PA 17013 ft,-J/I-03 -- OFP RSONRESPQSIBLEF -iNGRETURN ---- ADDRESS- ~------- ..b. DATE Ten East High Street Carlisle, P A 17013 ...1. "- ~ ,2()O.,3 ~D:\TE~ . (,/.20/03 One Tower Road __ . _ Mt. HollyJ;JlriIlgs,l'A 17065 ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a)(l.l)(i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% (72 P .8. ~9116 (a) (1.1) (ii)}. The statutedoes not exemota transfer 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 spouse 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 deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent 01 the child Is 0% 172 P.S. ~9116 (a) (1.2)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value of translers to or lor the use 01 the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blOod or adoption. ~ ~ SCHEDULE E ~ CASH, BANK DEPOSITS, & MISC. COM"ONWEALTHO' "NNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDEI'ff I I ----- ----,--- ,__._______ _',__'__ __.._"__~ ____"_ .._ __....------1..____._.___.__.._..____ ESTATE OF RIDDLESBERGER, MERCHLINE M. I FILE NUMBER 21-02-1058 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorshIp must be disclosed on schedule F. ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH 26,092. 78 Orrstown Bank checking account #106001405 2 Orrstown Bank checking account #106001405, accrued interest 3 Verizon Wireless, refund 4 P A Blue Shield, refund of premium TOTAL (Also enter on Line 5, RecapitulatIon) 3.50 24.62 512.04 26,632.94 ~' " ,no, ""," CAll CENTER 717 530 2624 1".1 ~ ORRSTOWN BANK TO: M & T Investment Group Private Client Services 1415 Ritner Highway P.O. Box 220 Canisle, PA 17013 FROM: ORRSTOWN BANK P.O. BOX 250 SHIPPENSBURG PA 17257-0250 RE: ESTATE OF Merchline M Riddlesberger DATE OF DEATH: October 29,2002 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOllOWING ACCOUNTS WITH ORRSTOWN BANK: DECEASED (1) CHECKING ACCOUNTS DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST 106001405 Merchline M Riddlesberger 3120100 26,092.78 3.50 (2) SAVINGS ACCOUNT DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST (3) CERTIFICATES OF DEPOSIT DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST Dale: 12/26/02 By: Timothea Customer Service Operator P.O. BOX 250 . SHIPPENSBUAG, PA 17257 TEl. (717) 532-6114 *' SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ------ --- - ----- R1DDLESBERGER, MERCHLINE M. IFILENUMBER- ---- 21 - 02 - 1058 ESTATE OF Ttlls schedule must be cOrnpletll'La.nd filed If the answerto an)' of q<JllSt~s.!.throu~h~ 0"J'a~.2iIlY"!. IT M - DESCRIPTION OF PROPERTY I DATE OF DEATH. % OF I N E ER I- Include the n;:Ime of the transferee, their relationship 10 decedent and the dale of transfer, VALUE OF ASSETI DECO'S -I EXCLUSION TAXABLE VALUE UMB Attach a copy of the deed for real estate. ' INTEREST (IF APPLICABLE) T";;t~d;r Ag;e;;;~nt dated 04/02/1996 (;;eatbtche<l-- L 562,948.071 100% [- statement of trust assets) I I I I I \ \ I 562,948.07 ___i__ TOTAL (Also enter on line 7, Recapitulation) I I I I I __1_ 562,948.07 . F:\FILES\DA T AFILE\EST A TES\] 0760-1.schG.attach Attachment to Schedule G MERCHLINE M. RIDDLESBERGER ESTATE TRUST UNDER AGREEMENT DATED April 2, 1996 M&T Bank, Account No. 417449600 Vision Group, Prime Money Market Funds $ Accrued income from trust 1940 shares, AT&T, common, CUSIP #001957505 624 shares, AT&T Wireless Group, common, CUSIP #00209AI06 2088 shares, Bellsouth Corp., common, CUSIP #079860102 616 shares, ChevronTexaco Corp., common, CUSIP #166764100 200 shares, General Motors Corp., common, CUSIP #370442105 132 shares M&T Bank Corp., common, CUSIP #55261F104 1,000 shares, PPL Corp., common, CUSIP #69351 Tl 06 1701 shares, SBC Communications, Inc., common, CUSIP #783870103 1640 shares, Verizon Communications, common, CUSIP #92343VI04 12,070.636 units, Delaware Tax-Free Pa Fd-A, CUSIP #233216100 143 units, Nuveen Tax Exempt Unit Trust Pa 186 UlT, CUSIP #67096J425 20 units, Pa Insured Munil Income Trust, 30th Series UlT, CUSIP #708838412 4940.7110 shares, Vision Pa Municipal Income Fd, CUSIP #92830F745 3560 units, Van Kampen Pa Tax-Free Income Fd-CL A #58, CUSIP #920902103 AT&T, accrued dividend Verizon Communications, accrued dividend Bellsouth, accrued dividend SBC Communications Inc., accrued dividend Vision Inst Prime Money Market, accrued dividend Vision P A Municipal Income Fd, accrued dividend Van Kampen PA Tax-Free Inc Fd, accrued dividend Proceeds of redemption of 30 units Insured Muni Inc., Series 78 Accrued income, Insured Muni Inc., Series 78 TOTAL 43,259.42 9,504.34 25,384.90 4,071.60 55,540.80 43,899.24 6,739.00 10,647.12 33,140.00 43,460.55 60,532.40 96,685.79 3,004.43 5,552.40 51,482.21 61,445.60 72.75 631.40 417.60 459.27 61.79 143.49 256.37 6,363.00 192.60 $ 562,948.07 '. SCHEDULE H I RJNERAL EXPENSES & _ COM~~~~~~~E~~~~~~~~::I~ __J_.___,~I~~~__ -.. -----,-,--,...---,._-_._-._----- -.-.--.....- ESTATE OF RIDDLESBERGER, MERCHLINE M. ___-----1 --I FILE NUMBER-- - __ ~.. _ _ __L_~.02-=1()58___ Debts of decedent must be reported on Schedule I. ITEM" '.-' -..-- -----,,- ---'-"-"-.--' -,,--,,- .----,,-..-- NUMBER i DESCRIPTION AMOUNT A. u__ -\FUNERALEXPENSES:~'---- --- --- - --- 1 Hoffman-Roth Funeral Home 2 Cumberland Valley Memorial Gardens , , B. I, ADMINISTRATIVE COSTS: 1. j Personal Representative's Commissions (Ia Manufacturers and Traders Trust Co. (b) John Ridd1esberoer I Social Security Number(s) I E1N Number of Personal Representatlve(s): 'Street Address P.O. Box 220 City Carlisle State PA Zip 17013 Year(s) Commission paid 2003 Attorney's Fees Martson Deardorff Williams & Otto (estimated) 2. 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees CUmberland County Register of Wills 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs I Cumberland Law Journal, advertising Letters Testamentary 2 I The Sentinel, advertising Letters Testamentary Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) I 1 _-:__._____.n__ 7,375.00 900.00 (a) (b) 22,187.00 11,093.50 12,093.50 431.50 75.00 91.85 I t- 840.85 55,088.20 . SchecUe H FmeraI Expenses & ~Costsc::ontinJed COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ---,.-'--'-...-... ------ .--- ---,.- ---- ------._-"---- --- --- ..--,--- ESTATE OF RIDDLESBERGER, MERCHLINE M. 3 Register of Wills, filing fee, Inheritance Tax Return 4 ! M&T Bank, Market Value Fee 5 M&T Bank, Management Fee 6 Reserved for additional probate fee, filing fees and misceIlaneous costs I J ._. _ __ _ ! FilE NUMBER 21-02-1058 -. --,- r ..L Page 2 of Schedule H 15.00 166.89 158.96 500.00 . : COMMONWEALTH OF PENNSYlVANIA I LIABILITIES, & LIENS INHERITANCE TAX RETURN _____~:~IDENT_DECEOENT ____ ~__~___ ___ _____ ______n_____ SCHEDULE I DEBTS OF DECEDENT, MORTGAGE ESTATE OF RIDDLESBERGER, MERCHLINE M. Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION Outstanding checks at DOD on Orrstown Bank checking account # 106001405 I I .~ - - -- - --- --... --~._. ----,-- --- I FILE NUMBER 21-02-1058 TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 383.00 383.00 REV.1513 EX+ (9.(0) '. SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RIDDLESBERGER, MERCHLINE M. I FILE NUMBER 21-02-1058 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) I Manufacturers and Traders Trust Co., Trustee fuo May K. Riddlesberger; Children 443,204.32 with ultimate distribution to children of decedent, value of Remainder Interest 2 Manufacturers and Traders Trust Co, Trustee fuo May K. Riddlesberger; Spouse 90,905.49 present value of Spousal Interest Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET P.EV.,E,4TE):'''' {9-1l~} ....~ ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE M FUTURE INlERESTCOMPROMISE (CheckBox4aon Rev-1500CoverSheet) ESTATE OF RIDDLESBERGER, MERCHLINE M. I FILE NUMBER 21-02-1058 This schedule is appropriate only for Estates of decedents dying after December 12, 1982. This schedule is to be used for all future interests where the rate of tax which will be applicable when the future interest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument which created the future interest and attach a copy to the tax return ~ Will 0 Trust 0 Other I. Beneficiaries NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH AGETO NEARESTBIRT1iDAY 1. May K. Riddlesberger Spouse 05/0111913 89 2. 3. 4. 5. II. For decedents dying on or after July 1. 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within 9 months of the decedent's death, check the appropriate block and attach a copy of the document in which the surviving spouse exercises such withdrawal riEf Unlimited right of withdrawal o Limited right of withdrawal III. Explanation of Compromise Offer: Date of Death Value of Disclaimer Trust $ 534,109.81 Age of Life Tenant at nearest birthday 89 Federal Section 7520 rate for October 2002 4.20% Spousal Principal Withdrawal Rate 0.00% Total Interest Rate and Withdrawal Rate 4.20% Remainder Factor 82.98% see footnote (1) Present value of spousal interest $ 90,905.49 Remainder $ 443,204.32 footnote (1) Federal Table S Single Life Remainder Factor - Life Interest Holder Age 89 and 4.20% Rate Internal Revenue Service Temp. Reg.g20.2031-7T IV. Summary of Compromise Offer: 1. Amount of Future Interest: 534,109.81 2. Value of Line 1 exempt from tax as amount passing to charities, etc. (also include as part of total shown on Line 13 of Cover Sheet) 3. Value of Line 1 passing to spouse at appropriate tax rate 90,905.49 Check One 0 6% 03% IllIO% (also include as part of total shown on Line 15 of Cover Sheet) 4. Value of Line 1 taxable at lineal rate 443,204.32 06% 1llI4.5% {also include as part of total shown on Line 16 of Cover Sheet} 5. Value of Line 1 tax.able at sibling rate (12%) (also include as part of total shown on Line 17 of Cover Sheet) 6. Value of Une 1 taxable at collateral rate (15%) (also include as part of total shown on Line 18 of Cover Sheet) 7. Total value of Future Interest (sum of Lines 2 thru 6 must equal Line 1) 534,109.81 . , . SCHEDULE 0 ELECT10N UNDERSEC. 9113(A) (SPOUSAl.. DIS1RIBUTlONS) COMMONWEALTH Of PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DeCEDENT ESTATE OF I FILE NUMBER 21-02-1058 Do not complete this schedule unless the estate Is making the election to tax assets under Section 9113(A} of tile Inheritance & Estate Tax Act. If the election applies to more than one trust or simllar arrangement, a separate form must be filed for each trust. This election applies to the Unified Credit Trust (marital, residual A. 8, By-pass, Unified .credit, etc.). RIDDLESBERGER, MERCHLINE M. If a trust or similar arrangement meets the requirements of Section 9113(A), and: a. The trust or similar arrangement is listed on Schedule 0, and b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule O. then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule O. the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similar arrangement. Part A: Enter the description and value of all interests. both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a Section 9113 (A) trust or similar arrangement. DESCRIPTION VALUE 534,109.81 1 Entire estate residue Part A Total 534,109.81 Part B: Enter the description and value of all interests included in Part A for which the Section 9113 (A) election to tax is being made. DESCRIPTION VALUE Entire estate residue 534,109.81 Part B Total (If more space is needed. insert additional sheets of the same size) 534,109.81