HomeMy WebLinkAbout95-00387
"
. .., . f, ' :,.:';:.L;.)/:':
.~'i;::~:C: >' . , ." ;, " '.:-",.' ,
' '. . "":" .. ."..'.
",:<,,> "';':, ""'::""""" .,'1:; "",~ ':',.;~'< "..'.,'~'~:>:i '\t
',' ;., "::.i,,~,': ".'\:. , . , :'
".:.:,C,.":,:,, ':'i\::,:i,::';!'.::" .... " " ,::' ',; , .,
' . :"'.:' /". . ,.::: ,<,.: . ;'>!J:
. ':'.::" I, ." I,,:. 't,.,,:'., . ;,"'.;,',;'> " .~'", ':,' ',:,'
",' :,;;:; '~<::'L') . ',,;' . , ' ',' ., .'::' '~;;:.;
''I' ,,:, '~\[;5. ;., '''; ":, ':~'tL~:{' :.1 :~~;,:
. .' .' .~;".:, .,.:"~ J\;,L~
" .', t~~ ",';H,':,{" ':' . .i; ; 'ci-'
',;,'0:;, :/,i:ir~:::~:;,,::';'/, " ?,:. ",f:;;?'''::
:;~,,,,',:., ('J ::" ;">":';'D ';.~:i, "':, : 'I, ".:" ,,' .~.
.'"",.;;:". ;;;'';' ,,'.,' il,:., \ \.:: " .'" ;.) '': J~;
,; ':,<i:;:~i::.':':~) j'.,<.,' ::',; ;:" ,,<. ,
1:', i.",.:>:~;:,:",j::,/ :',:,:>>' "',;
. "\;::}',,-,::,:::'," < ,;~.,:~ ':'.,: k' ,:
r~H~~;; ~r: ~'~": ~' :.,,,., ;e", .'. ,;;;'~::' ',~
.;t i,> ",,:,: . :~,"':i-);: ; ',,' .,:>~:
,," ., ,". .":: ':.:,:~,':..~:" ';,'
,'; ;C:\:"} ,'. ",,' ;.,' :~';t~;::~ '~;l'
,'';,'c': .,' ',~~'"." ....:~i':::: ,:i /~,
el' :",., ,', ,.' ""'. ~ " ',';::':':;;'":,,,"':,<'''',;.,,;'
',',: ".' "" 0 "", .':,e, '," ,'. , "0:,,,"
;',' ',:': Y, )i".... '," ,,::' . :';';-;;, "" .',
" ,3:0;':[:. ;(\: .. ;' ;"w~~g,:~~;
21,',)<-.,., . ". ";, ';: ;';, ,,:;):
'?:i.( ~',,"; : :' Il : :":;C,:.:,': ; ;1'.:
5" :!;;;"",.. ',.. . " ".:
';;';:-... . . .' . . ' .:,',L '::"
,,', . i." "":':: " " :,'. ",' :'~'" '.:'1/:,'
;:'<:: :,',' '.. ,'" ",' r. , ;. " "'," ,,}I.:,i' ,
i:;''''- :'r" . !,..,;,;';....., . "". .,,;, "
",:::';; ....'e,",::,: t~,;:,;-:";:"-> ';', , '.. . .. .." ;..._,,: ie','. ',~_
"":,:-;..'; -Y'" ., " '.,.; '. ,,'. '. ip
....:c' ....::. ~ ". . .' -." - , ". :"::~' . -,,,. "h , "
. ,':, """.' ,>...... ..,., ~ " , ., ...... .' "':" ..
...., .. . .. .. ." " . "". " ..
-,t". 0,
" l... ..,
-,;
.
' .... ~ .. ': :... '"
' . '.. -< '.~ <;~~
. ,; .. .' ,". ~ f ;i:~L:'ii;~,t
.. .. , : ,;i ~>:t;ri<, 1.::
" : :;.,:,' ,:
" " .: ";;, ": ll: if'. "'i ...."
'., "':':'
<,' . ":~ "~ ". > [l ''"'''..'' . It
. : .',,' '."', . i.,: ..'" ::'"
' "c' ',":," ',.' ",_. ..' ".';
. .'. ',"", . ' ..... - '.'
. '. .1,.... .. j~"~:'+~'T?
....... . ,
",.,' 0 ~ :
CI)
....
a
.... . ~
.UI ~
LLI
.~
'~
. I
; 'j
': .
.,'. ,::'.. .. ;:~';:'~'
:',i,,;:/>,;,
:".:.,.."
{\ ..
:,' f",;
.0:,,;
..,..... ' '<"":' <Ii"~
. .' /i,~ ~.;::~{U~~
' ,"J1:':~~\: '/''[("/.
~ . . ":','
. . " 'I"";,:,,,;, .,,' "',
' ":",
"~( :";'::"';~;:I~;'''';,(~: ' \: ..
"'."''''.' <'c'
,e)., <J.:;( ""'H<
>, ~.;Hl
,: . <>"",y'
{'J:: .'.
',i
i
:~:, ;".,
~~
;"'-';!,J
~!;~;~;
'.
,,~
,\- r
"'. L
~t!
, " .:" ;. ','
", ','
- ~.
'\,
"
..'>-'.;'
,:!",.'
','
.,
,,;...
!.i,.
, l:':-:;~ 'i.
. C' ~
~,t
n,
~--!
" ,-"~~..:
", . ".' <,'_L~' " f
..';<.';.':1"':;
'.'. ,...,'."
n\ "":.,",:>":;':
\,t'
..
;':"'F':"t
1 ~:#:.f~,t "
~~ TJ.!" ~ ::.}~
'I . '- ~
-"p"
. "'.
.~
I.
i-el
~\'-:\":1;'7
~
~
it'
" "';..'."',.,
"',-"
",. ';
, ,
..:_'{
f>~
"
. '\-'~',
'" ,"'-
"
!.i
" ~
""
~'~l~.~:~-l
" .-~.....)~~,,~
'. -',
PETITION FOR PROBATE and GRANT 0..' LETTERS
d. \- C}!3-"3 11
ESltlle III /-f.
al.n} /awwn us
~ l.. (] /Z'-<.. r
Will.., "" rS1.' <.'-<. :.~J :>..:; No.
To:
1.0, .7.-1., ....~., , oS:';. Register of Wills for Ihe
, Deceased. CoulllY of CU>lI3ERLAND In Ihe
Social Semrily No. I f., () - '-'7 - "-I ~ ., l!::> Coml1lonwenlth of I'ennsylvnnln
The pelHlon of Ihe undersigned respectfully represenls 111lI1:
Your pelltloner(s), who is/nre 18 yenrs of nge or older nnlhe execul..,.c:.
inlhe Insl will of Ihe nbove decedenl, dnled .11~c:.. I ~ .
nnd eodleil(s) dnted
named
, 19~
(,laic r('l('mlll ,lrclIUallHlCC\, c.g. renuncialion, dealt. nf c",'culm. tiC.)
Decendelll wns domiciled al dealh in C .... ....10 '-r'L'-...->.:l
h \ S lasl family or prhwipal residence at ;;l. '-',~ ,. ,
C.r.l~'-"I~ t:..:? 17.;J/;1
IIhl meet. nllmher umlltlunclpnlil)')
Decendent,lhen &- S' _ years of age, died fV1,." -r '-I ,19 ., ,,- ,
at-d W-'ZST" 1I~.,j ApT" ~,'c,+ ~'-',fI-E r'.-f /7';;/3.
Excepl as follows, decedent did nol marry, was not divorced and did not hnve a child born or adopted
afler execution of the will offered for probale: was nOllhe victim of n killing and was never adjudicaled
incompetent: fn4.(.'t.I#'I:.c,.4 4,.c".c.t... J)~ u.C "",-,,'1 SAo.-r... c'-c.s~~.
Dccendenl al death owned properly with eSlimaled values as follows: 0 Q
(If domiciled in Pa.) All personal property $ 7 S"
(If Uot domiciled in I'a,) Personal property in Pennsylvania $
(If not domiciled in Pa.) Persllnal properlY in County $
Value of real eslate hi Pennsylvania $
situated ns follows: ,
Counly, Pennsylvania, wilh
P~N AI'-/- .3:;;"(-
WHEREFORE, petilioncr(s) respectfully requesl(s) the probale of Ihe lasl will and codleil(s)
presented herewilh and the grant of lellers TESTAMENTARY
theron.
(IC~lnmC:I1IIUYi ndll1lnhlrutlun C.I.a.; adminlMratlon d.b.n.c.t.a.)
t
,,-
'6"-
o:~
,,0
~.=
.....€
.0.
lr_
30
;;
c
~
Iii
~f: L..) ~@
"AD. .a~l'-..2..') '1
~ ~..,. CO.:!. ro." C OA
I ".'J I 7
OATH OF PERSONAL REPRESENTATIVE
COMMONWE-\LTH OF PENNSYLVANIA } ss
COUNTY OF' r:.1jMBEffi.l\ND
The pelilioner(s) above.named slScar(s) or affirm(s) Ihat Ihe stalements in the foregoing petition are
true and correct \0 the besl of Ihe knowledge and belief of pelilioner(s) and thai as personal represen-
lative(s) of lhe above decedenl peliticiner(s) wJII,lVpll an~ lruly adll1inisler Ihe eslnle according to law.
C~ I.P. '<....
Sworn to ~r affirmcd ...I/Ild Sllbs.:ribed1 C I. h'. t2.,,~ J~ I!!
bel ore me tins 17T~ ~& of '"
MA" "
/. . '" . _ ,..J9 !;
'lJtJ/lY {(;Jll6~~.ifL;~ y. ~
/.5 - .3-1- ~' .. Relllsler ~
/'
,
No.
21-95-387
Estate of A. WILLIJ\M ERICKSCl'l, SR.
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MAY 26th 19~, In consideration of the pClltlon on
the reverse side hereof, satisfactory proof having been presenled before me,
IT IS DECREED that the Instrument(s) dated DECEMBER 13'Ill, 1982
described therein be admitted to probate and OIed of record as the last will of
A. WILLIAM ERICKSON, SR.
and Lellers TESTAMENl'ARY
are hereby granted to ALBERT WILL!i\M ERICKSON, JR.
9?1~, I.!. rt~ I)LIljt~ /J;Jv
Rellsler or Wi~ . '-'-7
MARY C. LEWIS
FEES
Probate, Lellers, Etc. ......... $ 18.00
Short Certificates( 3) .......... $_ 9.00
Renunciation...,...,.,...,.. $
JCP $ 5.00
X-Pages (4) !<! uu
TOTAL $ .
. MAY 26th, 1995-- $ 44 00
Filed ................, ........ , . . . , , ,'. . .
,
"
"
-, -. .
A TIORNEV (SUI'. '-I. 1.0. No,)
"
ADDRESS
!'/lONE
(")(") ~ :0
c -,
3':' :TJm
,n n
{.- "Ct (J
2' ,., "
;t.
"<
-
-.J
;:! ;s: :
'.:
. -. [;,.
~~ (0,,', ~!,
0
LETl'ERS AND ORDER MAILED 10 EXECUTRIX ON 5/26/1995.
- t''!.t:
'.- t;i
0 !~ ?,Q;
-
"Uc- Ii: I r
., ...: '-'
, '4;, ,...
r -
, n'~ ~ ---~!
.t.
^t) .-'-:0- n
o '~~'J _0
&l <V ~ 01~
a:CI: 0
"
I
I.BE-S6-1Z
i
I
I
I
f
I
I
.- ~~
13 \"1
(/)
-ut:: .-
a: ' '.
.'.1 ':1: ",0
~-"
:J ~5 ..... !)
-
'.'1 ;ii ~ 'J
.1,
"'0 ~.; i,S
~':{;) ~ .,;.~
a:CC ~ .'
~;;--
~ '.~
+ ,...
~
~
"1"1
I,
\')
~
'-
~
~
, .
t-.,
.. -~...
.
P:
UI
~".,~ I
. Ji Iii
~~5~~2
, ~i II. ~ I i
:5 :I: ctl ~ d ~
lJ:I...~i.
III iii - U
!5 ~ Ii
'8 0 ~
~g
~
z
o
UI
tl.
a
~"
~
.
<
1;';>
,.
MCG:cmc A00797 12/8/87
,..'
11 I L J.
I, A. NILI.IAM ERICKSON, SR., of Penn Township,
Chester County, Pennsylvania, declare this to be my last
will and I hereby revoke all prior Wills and Codicils
heretofore made by me.
FIRST:
PAYMENT OF EXPENSES: I direct that the
expenses of my last illness and funeral be paid from my
estate as soon as practicable after my death.
SECOND: TAXES: All estate, inheritance,
succession or other death taxes, except generation-skipping
transfer taxes, imposed or payable by reason of my death,
and due at my death or incurred during the administration of
my estate, and interest and penalties thereon, if any, with
respect to all property comprising my gross estate for death
tax purposes, whether or not such property passes under this
Will, shall be paid out of the principal of my residuary
estate. In the absolute discretion of my Executor, such
taxes may be paid immediately or may be postponed on future
or remainder interests until the time possession thereof
accrues to the beneficiaries.
THIRD: TANGIBLE PERSONAL PROPERTY: I give all of
my tangible personal property (exclusive of cash,
securities, choses in action, and all other tangible
evidences of intangible personal property), in substantially
equal shares to my children who survive me, to be divided
among them as they shall agree.
~~.
'1........_._....-...,-',......-.....-~,-"'''-- .~.....,...,_..-
.:(1
."'~.,. ,
MCG:cmc A00797 12/8/8;1 ..
FOURTH: RESIDUE: I give the residue of my estate,
real and personal, to my issue, per stirpes.
FIFTH: SURVIVAl, CLAllSE: If any beneficiary shall
die within thirty (301 days of the date of my death, any
devise or bequest given or appointed to or for the use of
such beneficiary shall lapse and be divested, and this Will
shall be interpreted as if such beneficiary had predeceased
me.
SIXTH: PROTECTIVE PROVISION: All principal and
income shall, until actual distribution to the beneficiary,
be free of debts, contracts, alienations and anticipations
of any beneficiary, and the same shall not be liable to any
levy, attachment, execution or sequestration while in the
possession of my Executor.
SEVENTH: POWERS: In addition to the powers above
provided for, and those given by law, my Executor without
any order of Court and in his sole discretion may:
A. Retain any property and invest and reinvest in
any property, including by way of illustration and not by
way of limitation, common stock up to one hundred percent of
my estate, any common or diversified trust fund maintained
by any commercial bank having a trust department and any
form of life insurance, annuity or endowment policY7 in so
doing, my Executor may act without restriction to so-called
legal investments and without responsibility for
diversification.
Mt
-2-
"
i
"
MCGlcmc A00797 12/8/82
n. Keep reasonable amounts of cash in bank un-
invested, if deemed advisable for the protection of
principal.
C. Repair, alter, improve or lease, for any
period of time, any property, and givo options for lesses.
D. Sell at public or private sale, for cash or
credit, with or without security, and exchange or partition
property, both real and personal, and give options for sales
or exchanges.
E. Borrow money from any person, including my
Executor and mortgage or pledge any property.
F. Compromise claims.
G. Make distribution in cash or in kind, or
partly in each.
EIGHTII: APPOINT~IENT OF EXECUTOR: I appoint my
son, ALBERT N. ERICKSON, JR., as Executor of this my l'Iill.
Should he predecease me or for any reason be unable or
unwilling to act or continue to act, I appoint my daughter,
SANDRA J. HEINRICII, as alternate Executor in his place and
stead. No Executor nor any duly appointed successor shall
be required to give bond or furnish sureties in any juris-
diction.
NINTII: GENDER AND NUMBER: l'Iherever any words are
used herein in the masculine gender, they shall be construed
as though they were also used in the feminine gender or
neuter gender in all cases where they would so apply, and
-3-
mft~.
MCG:cmc A00797 12/8/07.
wherever any words arc used herein in the singular form,
they shall be cOIl!3trued as though they were also used in the
plural form in all CIlRes where they would so apply.
TENTII: SAVING Cr,AUSE: Should any provision
contained herein be determined by opinion of counselor by
decree of court to be illegal, unenforceable or to result in
the loss of substantial inheritance or income tax benefits
to my estate, such provision shall be considered null and
void and the remainder of this \/ill shall be in full force
and effect and my estate shall be administered accordingly
and without reference to any such provision.
IN WITNESS \'lIlEREOF, I have hereunto set my hand
and seal this /3 h-... day of ~hv ' 1982.
tl1lAtt/) (SEAL)
A. ~am Erickson, Sr.
SIGNED, SEALED, PUBLISHED nnd DECLARED by the above named
Testator, A. WILLIAM ERICKSON, SR., ns nnd for his last Will
and Testament, in the presence of us, who, nt his request,
in his presence and in the presence of each other, all being
present at the same time, have hereunto subscribed our names
as witnesses.
/IkW ~
of
/p~/;/c..
;~
of uJ I", 't (\ J2u, 1 Q.~
lOa.
f
-4-
MCG:cmc A00797 12/8/8~
COMHONWEALTJI OF PENNSYLVANIA:
:SS
COUNTY OF CIlESTER
\" We, A. IULLIAN ERIC~SON, S~., the Testator,
\ \~ ~..,.....l. C, f.I-o .,ll.. ~ and -\ 1).:\._ \ )"-V'~'-" , the
witnesses, respectively, whose names are signed to the
foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testator
signed and executed the instrument as his last will and that
he signed willingly, and that he executed it as his free and
voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the
Testator, signed the will as witness and that to the best of
his knowledge the Testator was at that time eighteen years
of age or older, of sound mind and under no constraint or
undue influence.
rJ4w
Testator
(SEAL)
~~SEAL)
W~tness
"l3
(SEAL)
Subscribed, Rworn to and acknowledged before me by
A. WILLIAM ERICKSON, SR., the Testator, and subscribed and
sworn to before me by ~\u..;.Nl'-" (' J:t......t.L...-, and Cloa.,_ C~o...........:::. ,
witnesses, this I ~ \,,, day of r~9rc~,.~ , 1982.
\" "-'-
{'i.\e~'.Jt...Jo"", (1..........., -";;),,. J ~"~-'-I"L--..
Notary'MAllyliNHtn,1EI0ER, NOrAR! PUOllC
wm CtlfSIER DoRo. CflfSlfR COUNTY
-5- In COMI.!IS:.IOII f':mr.s APR.~. .!985 .
.~
~
CERTIFICATION OF NOTICE UNDER RULR 5.6(a)
Name of Decedent I j:lLl'3N::" fA.) 1U,c....'c.....:lo~ ~c;.e...
Date of Deathl MI?'-t '7' c-4 1'7'-~-
Will No. 1'f1S-:-lJo.J1!7 Admin. No. ~ t9S-0..33"7
To the Register.
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or maiied to
the following beneficiaries of the above-captioned estate on
I
~
f). tJ. IiA. ":...It...",,, .j ,,~
S& .IrA /-(,fjlN4 "'''
Address
p.o. (sv" a 'j'-/ CH,~tJ.s r:;....v /4 /7'iJ 1'/
Iii-
J'J.JS' e>7"H>1 M~ fl..1c CHU''''' /h,,?? c.<(
1(<;',3
Datel 9/7/1(-
, ,
~ vJ,~~
5i nature
" ,,)
1,"'-)
Name ./-l. t-"J. YCt..'<:.-4:-6oJ,..,J ..J<-
Address f?eJ. aD^- 6-;<.., Crl~(;JS
nl/. D"~ )<13/"7
Telephone (~0) a"" 'i - ~ 7 ~ b-
CapacitY:~sonal Representative
Counsel for personal
representative
( .~
:~1
'.,JJ
.) "
,p,-.....
u.:-"
.\
~..i \
,.; :,
OU
. .
. :
.
NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUN'l'Y OF C:oJ",f).n~l:> , PENNSYLVANIA
In re Estate of Al.,'!>/i'l.r I-J t'!iz...,",K..:>~...) -f.<
,
, deceased,
No. .]./- ~S'J87 of 1'1' S
TOI ;:}'-~~,- W .I'P2-,c....oc:...ll..,J 41; ,1< (beneficiary)
'=P.D.6ui'.. )."1o..f C''1'4-00<;' n'l...o ~ /';']1/ (address)
S~O'~ /)/-1:.'NA,~ "I L ..- ,,~ LAK.cs lZo ~ C4oJ....." (//Ji'1 ~
'--(- '/<;'3
Please take notice of the death of decedant and the grant of
letters to the personal representative(s) named below. You may have
a beneficial interest in the estate as follows I
Tn:,:;,tl"1~I~ w .-t-L.-E.. C';t ...~ 7b "1 ~ ~.
A J...13.-'!:4-~ ....;~.... ti::Z..~...,;a JA-.
/ . c. '3 c. .... ..:l.. "; '-i c_ .. ~D ~ ,-::k./2.. (') ?It'}.. / 0; " , 7
(if additional space is needed, use back of page)
Name of decedent
A (. t3.V2. ,-
L-J ~ , ... I.,:.o)u..,J S <.
of' ~,.J :S....,-
CYM.G / 6 I~ -f'..-?
/"70 I.~
Last known address 01 l.0 rz:~l
of decedent flp r ,3 u-+
Date of death
0'$'"-0<-(- <JI>"
Place of death c.2 wtt.sr 1fl...,.JN S/- AvrJ.;o..f C~(..,..../'C-
County of grant of original letters C'~.'>1 fJ~I...,~
Decedent died ~ testate intestate.
A copy of the will
V;s
not attached,
is
Name(s), address(es) and telephone number(s) of all personal
representatives appointed
Name
Address
Telephone
;,':
fl.
'.1J
I,
y
, .
" ~
.~
Name(s), address(es) and telephone number(s) of all counsel
Name
Address
Telephone
Additional information may be obtained from the undersigned.
Date 9-7- '; ~- Signature Q. W, ~...~ d---
Name A t."J. I"'C<., <...ic::.soJ oJ 4-
Address p. tJ. .d c))4 3-;..,.
(! rllHJ ():5 n;",. .f) AL I '7 "J r 7
Telephone ~/u ~"'_ v7Z-~-
Capacity:
Personal Representative
Counsel for personal
representative
LAW OFFICES OF
WELTMAN, WEINBERG & REIS CO., L.P.A.
LAKESIDE PLACE
323 W. LAKESIDE AVENUE, SUITE 200
CLEVELAND, OHIO 44113.1099
(216) 363-4000
January 23, 1996
Cumberland County Probate Court
Register of Wills
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Albert W. Erickson
Case No. 21.95-387
Our Client: Mellon Bank, N.A.
Account No, 4777957000019541
Balance Due: $2,241.44 together with Interest at the rate of
15,9% per annum from January 24, 1996
Our File No, 030876
Dear Clerk of Courts:
In IOU lit ItICIt If RUT
COLUMBUS,OUlO OtIS
16141 ZZl-7nl
fAX C6"1221.2193
IZ5 VINllTRUT !SUIII10'OI
CINCINNATI, aUlD .SZOJ
(513)72),2:100
fAX lS13J 723.ZZ39
This law firm represents Mellon Bank, N.A. In connection with its claim which we wish to file on our client's behalf
Into the estate of Albert W. Erickson, deceased, Enclosed Is our check In the amount of $5.00 which we understand
Is the filing fee for this claim,
Our client's claim Is based upon Its account number 4777957000019541 In the amount of $2,241.44 plus Interest
which continues to accrue. Included with this letter Is the claim form which we wish to present to this court and
which we are forwarding to the attomey and/or fiduciary of this estate.
It would be appreciated If all correspondence and disbursements with respect to this matter be forwarded to our
office and to the attention of the undersigned. Additionally, It would be appreciated If any notices of any hearings
also be forwarded to the undersigned. Thank you for your cooperation In this matter. <,') <, :1',1
I ,lncereIY,
V~~:.~~
Legal Assistant
(216) 363-4989
JBW:slb
Enclosures
cc: Albert W. Erickson, Jr.. Personal Representative
1:-"
l~'
N
I.
~...~.'~
-~',""""-'" .-~.-"" --....."'._~.. ". ."
"',' ~ .","-,-,~ ,~, ....", .' '~
- .' . "', ...':..,J_,"_~11~,_"...,.~~.1..~'_-
, .. ..
,
.t....uoo fl. ,: ;"'1
~- .-... "'.. .... .
5-:'" 3'/ 7
(
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
~;~
:OMMQNWUl!H O' 'fNN"ly.t.N'"
:t''''''''''INI O' 't"'(NUt
:,,, nOCOI
.......Inu.e ,... '1121.0601
CEf<I';;;'~S~':J~O ~'OOl~r
~OCI"I $leu' In ~u""II' =.'10' CIAft.
/60 -07- - '-f 2. c:;B o":i-o'{ - <J S
...'11".....1............."0.."'....., ...",.u'...u...gOII ...."'..
~(:)N\::
~
X;III
us:t1
~c>c>
51:~
:c
z
~
"
~
u
~
"
,-
">:z
~~
~"
~"
:::~
"
c>
;::
:5
=>
-
S
u
~
~
12,
13
lA
13,
16.
17,
"
"
;:: lB.
c
-
Ie IQ,
:II
"
u
.. :20.
~
21
oJ
-r
FOI DAns O. DlATH 10"1112/31191 CHICK Hili
If A SPOU:iAL
POVIITT CIIDIY II CLA/MID L
FILl NUM." ;J..1'1S- o3e7
r:OUNrv CODE
:ICIDfNT S CC""llIl AOOIIU
~ WIZS'l p~,J S r
P.t~L'? ,";1 I,f I 10),3
:;",,,. c~ 4J,.. If "fIZ,.t"...-+JO
"MUU'~' I(CllylO IUt 'NU'UC110N'1
;"'1 C""'"
j'). . 1. S' - O"{
~OCI"'l He.."" ~u""'1I
40,
: SUPPlemenTOI R"u,n
Original R,tu,n
4 limltea E Ualf
future Inl"'" Comproml..
llor 00'1' 01 a,olh oh., 12.12.821
7 Oecea.nt Malntalnla a LIVing hUll
IAnacn CODY of TruIII
o Oeuaent Oild hllall
(Ana en copy 01 Willi
.Qtlm_..._ AJICOmN............,
....Mf
LJ. t,J. a.<..'<S"J JI!..
'(Lfl"ON' NU""'"
go".:; - L( 7 1..~-
'EAR
NUMBER
J Remainder Rlturn
tlor 00111 o. dloth prior to 12.13.821
5 Federal Ellate To. Relurn Required
. .. . '... ........ I . ,oo
_ 8 TOIOI Numb" of Sole Oepolll 80..1
.1...._...,.fr..-,~
/..10
Reol EIlOII ISChlOUIl AI
... SIOCU ana 80ndl ISCMOUll 61
3. Clo..ly Hlld Sloo'POMne,.nlo Inl.,ell ISchedule CI
J MOMgag.. and Not.. R,celvoble ISchlaule 0\
5 COlh. 601'111; 01001111 & MllullonlOUI p.,.onOI Prooer''''
ISch.aul. El
(). Joinlly Own.d Proo'MY lSch.dul. Fl
! 7. Trand.,. 15chedul. GI (5chedul. Ll
8. Total Gran A...1I110Ial Lin.. 1.7)
9. Funeral e.P.n..l. Admlnlltratl.... CoI", Misc.llon,oul
Exp.n.., 15ch.dule HI
10 Dlbll. MOM909' Liabilili... Liei'll lSchedule n
11 TOlol OlduC1lonl 110101 lln.. q & 101
Nit Volu. of EIIOll lline a mlnUI Lln. 11)
Charitable and Governmlntal Beoulm 15chedul. JI
Nit Valul SubllC1 10 To. ILlne 12 tnlnu. Line I J\
Spoulat han"er, liar dO"1 of dlalh oh., ().30.94\
5.. In1ltuC110nl lor Applicable Plrcentoge an R.....,.. i 151
Sidl. lInclude voluel from Schedull K 0' Sch.dull M,I
Amoun' of Lin. 14 10.0011 01 o~ 'all (161
lInclud. ...olu.. f,om Schldull K or 5chedul. M,I
Amoun' of linl \A to.ooi. 01 IS~ roll :1i')
lIncludl .,OtUII from Sch.dull I( ,)r Schldule M.l
Principal tOll. duelAdd 10. kom Lin.. 15. 16 and 17.)
Clldill Spoulal PoverTy Credil P,ior Poymenll
+
'OM'UI( ...AIUNG .OOIlU
Pi), (J())<. 2.'i 'i
C...,~~S riJA! D
I~.
J"i ;) 17
-.J 0 tJ €:-
Nt!) -U -e:. , )1 - I
:u
Jl "-.)0"" .'t... ~(J :l1c,
t-) ()IV .'i. "
'Jt
-3-45', ..-" ,
10' NO,.) 12- r-"
',0
171 AJOH 'E. ..".
~-( 1 e 1 "'1..6' .5' i ~I
~ I 0)) .' ~1.
! 91 ...
'-J
flOI .-
~ I ~:r."'''''
-0-
-C\-
.0 -
-~-
..-u-
- C)
. ..-'......~.... .-....... - ..-.. . .,.-- . --. '-~ ... ........
.' '
M ~ ..~4_ '._____ .~...... . ---........ ~ .
- 0-
III}
(121
(131
1141
x .
)( .06..
" L~ .II:
(lBI
(lQ)
1201
121)
121"'1
12\BI
DiICounl In,.,..t
+
If L1n. 19 I. gr.all' than Unl 18. ,nt., ,he dlHe"Me an Un. 20, Thll il the OVI.PAYMINT.
iii 0
If Lln. 18 i, gllOll' 'hon Lin' 19. enll' the diH.,enCl on line 21. Thil ilthl TAX DUI.
A. En'" the '"""" on Ihl bolanc. au. on lirtl 21 A.
B, Entl' the total of Linl 21 and 21A on line 21B. Thil il'he BALANCI DUI.
Mak. ChMk pcrya"le tOI R.ellf" of Will.. .,,"f
(," fL I.. .,. ,I ""'I III.' I' 111I,'..'"lIt II I. IlIllcl 01 VUUI 1J\I"IPUVIl''''~'
Under plnalf," at perjury. I dlclo,. 'hot I hoWl ..omln,d thll ,,,u,n. ,ncludlng occomoonymg Icnlaul.. and Itallm.nll. and 10 the alII at my IIM"'dge and b.Ii,f.
.t II truI. corlla and campi".. I dtcla,. Inot 011 r.ol IItOIl na. been reponed at Iru. mo,..t .,otu.. Declaration at prepa,.' Olh., thon thl plnonal "p"Nnta';.' il
oOled on all informatIon of which oreoarer hal any knowlldq..
'I~U'I.O' "'SOH~"'.I'U.ro. '1~INQ..tUIN AODlll' f! . . . I!t 0-'11
'-ti ..L-tJ' ~G<H' _ . v.(3..../l. 2.'>'-f c:. 1./~ RJ,ziJ '1- 7-2..S'-"l~
iIO......IUIf 0' ,,,,.IU O'HII IH.'" I.PI.UN'..""" AOOlfl' 0.1(
ESTATE OF
ilL. O/Vl. r t.u
ITEM I
NUMBER i
"\I I'" ,_. ,~fI'
A.
B.
4.
C,
1.
2,
3.
4.
5.
6.
7.
e,
1.
1.
2.
3.
(, "~I v
,.....,.. '1\
. .~'11',..
COMMONWfALTH OJ PfNNS~IVANIA
INHERIT"NC! lAl .,IURN
Rf510Wt OICIO(NI
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
.,. Plea.e PrInt ar Type
. FILE NUMBER
;J..1"i 5-034"7
[3A.. c. ...'..,.,;. ....-..1
s~
DESCRIPTION
AMOUNT
Funeral Expen...1
optW c::::.,...-qLl'l!:.
,.. ~J
'toe
:5't-. P,/U/5 i....7'A,""'uJ C~.ct~
( '-"'1"''''''-<.0 r..., D-e I Cr;,. )
C~.'?>n~..! SQC.'~~ ","".44.
/J"'l.-I3~'5 PI'".'I.1 ,,;- f.
K;.'&"''''fCor( ~O >1
'7 S i:>
t I I
-"
C(1.~M~ ,...:..-.1 -
f1",o.v o$Il..::,
Admlnl.trallve Ca.",
Personal Reprftsentative Commissions
Srjclol Security Number ('If Person"Jl Reprosentative:
Year Commissions paid
Attorney Fees
Family Exemption
Claimant
Relationship
~
Addre.. of Claimant at decedent's death
Street Addre..
City
~
State
Zip Code
Probate Fees CoQ.... b...rA- L.-fy..J J.
~
c..,...,....., ~
/l.-f: 5
~''-I
0"
MI.cellaneou. Expenle..
d.,I!:
.....J .' ,=>
O(!,I ru~ d)/f;.c. G........r,
/l./IVC] ,1 fPI2. A I ~A L-.
A/A~ PoJl J'l11
T.-~~
:,l.!
'1'-(
J-fS
...e;,
5~~ 7?K.o/- 1-1""-$ lu~
....., IS 1
<-C
~
TOTAL (Also enlor on line 9. Recapitulation)
(If more Ipace il needed, In.erl addltlonallhee" af lame II.e.)
SO!l S';) <-{'-I
\.
IIIIUOI(.o 11111
"~:.~,9,,
.....:'lWu.-
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
1
COMMONWfALTH Of PfNNSYlVANIA
INHUI1ANCETAX RETURN
RESIDENT DECIDENT
"Plea.e Prl~~ or Ty.~
FILE NUMBER
?,I")$- 03"87
ESTATE OF
At.. tJt'V1.\ w.
M l-CJ '<:,~o-J
s;Z...
(All proplrty lolntly-ownld with Ih. Righi of Survivorship mUll b. dIIClo..d an Schedule f)
ITEM
NUMBER
(jj
(y
CV
DESCRIPTION
VALUE AT
DATE OF DEATH
/SD "...
5-0""'=
~,.,. ",..,.,.J D
"S7' CJ <<.
Iz;....rc. t""J. c..n-1.-.....Jr /2..,,.; ('..
( rn'1 M on, 1Il'2.~
p,,,J
C hA.c..k..,,.J d -+ 54 V""'(iS /l....s:--'1
~ r FA"~~S ""'"''<- C."-L'~~
fiLL ~~rNI ~ rt'C/2.-s,;;,...,/ 4 '--
o.p (l-1 1 t14 ~.,'\/t..O
7("1.-0",,"
1{DP~
Ul A ~ 0 I vt"'t.N-r-o
ftU~~ .
/Z...fl..,- (.. F-J- +, o.J~
rhJd.
~~~
DC)
5 qr;.S-
IAlIoth additlonol eYJH )( l1H sh.els if mot. 'pace II needed.)
JRD/June 30, 1992117858
,"
REGISTER OF WILLS
Cumberland County Courlhouse
One Courlhouse Square
Cnrllsle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel :
ALBERT W. ERICKSON, JR.
RE: E'&tateor A. WIl.r.IAM ERICKSON ,Deceased, Late or
CARLISLE BOROUGH
E'&tale No.: 21-1995 - 0387
Dale or Decedent's Dealh: MAY 4, 1995
Pursuant to Rule 6.12, the above named personal representative or the above na!lled attorney. if
applicable, within two (2) years of the decedent's death, and annually thereafter until administration is
completed, is required to file with the Register of Wills a StalUs Report as required by Rule 6.12, in
substantially the prescribed form, showing the date by which the personal representative, or attorney. as
applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise
you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register ofWl1Is
Is requited to notify the Orphans' Court Division, Court of Common Picas of such delinquency and to
request that said Court conduct a hearing to detcnnine whether sanctions should be imposed upon the
delinquent personal representative and the delinquent personal representative's counsel, if any.
Accordingly, If the requisite Status Report is not filed by JULY 11 , 19..2..1 you are hereby
advised that a request will be submitted to the Court in accordlllc:e with Rule 6.12. (\
Darc: JUNE 20, 1997 IL f. I / ULt#<r
D t Register of Wi Is '
Distribution to Estate File
+"',;~
-. --. - -.... -.. -- .
I
:( 11 ;,.
J_" ;~, 1_
::I;~.. _".;,,~
in~"""II'
,,;' h - (
" , "
J
J
L.r17
U""l V!
."
......."
'-..""
~C,
...,..,,~
~
n
~!'ii
, j..:::;
~~ ~;
~t
~
'3
.
~t'-
<;;1-
':)-~~
{I~ _~I~
~ "{ ....,
~ ~
J 0 :t
-\7 I
@':J
.~
:3
.
~
.....
~
(<
{
LV: La 621'11'
(Y)
- -
~
f'
.....
Fun::>
'''I::>
96.
1~n'N\ JO ,"j,
h) .';~ :~'lli:} pcp..
.
.- _. -- + ...
"::1
.
""
l-J
l"
I')
1<)
"
I"
..
o
I"
..
~
j
"'.
,
',,\'
.
I
,-
I .
,
f'-
".t-
\
.'
I
~ f' I ~;'
, .
~,. l' ·
:>
'.
~ oJ
B I r.
.i. , .. ... ',,'
, 'I, ... : .
.
.. ,
" ,
.;' .~ ,
1 J
.
..
\
.
"
--._--;--:--o-<t"--.... j _ _ j .~:"
,'-'
'----
.
.. ... '---' . ~'~'-~".~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: R. '-0.\1..4-1"'1 fV.. I (.;t.::.-~o~ SoL
Date of Death: 5 -oLf. ~5"
Will No. .11 (<i<;'\-- o'~"1l1 Admin. No.
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 NO_~
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complp.te:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes >Z 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
Cerk of the Orphans' Court and may be attached to this report.
Date: t,- 2.~-"-:.{-
o.0.~b.
Signature J
f}. LJ. 0'L Ic.k.So
Name (Please type or print)
7 o. .g,o~ 2.7'-1
Address CJ.(AOOS f'Vn..D ~4 1'1'3/7
(/.,/0 I tt. <j- '-{ 72.t>
Tel. No.
o
f.'.:
0.
o
'"
"_-J
.,
ll"l-
ci:l-.
,-
p,
- ,..
"_,I ::i
;3u
Capacity:
)( Personal Representative
I -
Counsel for personal
representative
(HAH:rmf/AM3)
STATUS REPORT UNDER RULE 6.12
Name of Decedent: I1L I3li:12.r w ~I~k.~l:>~ S.tJ...
Date of Death: S - '-l - '7.!o.-
Will No.
J 1- I 'i '7 ~ ~03 '0 7
Admin. No.
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,<. No
2. If the answer is No, state when the personal
representative reasonably 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 final
account with the Court? Yes 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 .X No
d, Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
v'
~,
/) 0.~ \___,.
~;;at.ure r ~'
/l. U;. c:,.e'*$,.J ..\A.
Name (Please type or print)
r,) C H n.:JOS rd.l'l..b .0
r.i). ~c:>.l\. 2.<)-1.{ "Qd'7 r4
Address
Date: t -/2.- .,.1
..... 1::0:{
'6 -;q :JQ.;
.!'1 ~ ,
e ,.-1
. )
LrI '1
~
-:1 fr. ~
;J ~- ~ ,)
8 .::;) ...0
.u ~ '.:: s=
cuex: "'-
ex: 08
(t:.bllS'""5-'-'7,~
Tel. No.
Capacity:
Personal Representative
Counsel for personal
representative
(MAH: rmf/ AM3)
JRD/June 30, 1992/17858
REGISTER OF WILLS
Cumberlnnd County Courlhouse
One Courthouse Squnre
Cnrllsle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel:
A. WILLIAM f:HICKrol JH"
RE: Estate or A. WILLIAM EIUCKSON SH. I ,Deceased, Late or
CARLISLE BOHOUGH
Estate No.: 2101995..0387
Date of Decedent's Death: 5-4 -95
Pursuant to Rule 6.12, the above named personal representative or the above named attorney, if
applicable, within two (2) years of the decedent's death, and annually thereafter until administration is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12, in
substantially the prescribed form, showing the date by which the personal representative, or attorney, as
applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise
you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans'
Coun, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
Is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to detennlne whether sanctions should be imposed upon the
delinquent personal representative and the delinquent personal representative's counsel, If any.
Accordingly, Iftbe requisite Status Report Is not filed by ';.:M.QR , 19_, you are hereby
advised that a request will be submitted to the Court In accordance with Rule 6.12. . , n
Date: 6.9'98 \.ma,~ .ltu~ twLV rd!;Y.lJJ-A./Jtt.r
Deputy egister of Wills
Distribution to Estate File