HomeMy WebLinkAbout95-00657
PETITION FOR PROBATE and GRANT OF LETTERS
Z-I - q.5- ~ 5 7
No.
To:
Estate oj Ma ry B. Erne
also known as
Register or Wills ror the
Deceased. County or Cumberland In the
Social Security No. 1(/ t, - 1 .~ - ~. '1r; ~ Commonwealth or Pennsylvania
The petilion of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut or"
In the last will of the above decedent, dated Jul y 24
and codlcil(s) dated
named
, 19...22..-
(1lalc rclevanr circumstances. e.B. renunciation, death of eXttutof, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
.. pr last family or principal residence at 166<; Orr" Rri nqP RORe'!. F.nol a. PA
17025 Hampden Township
(list street, number and munclpalhy)
Decendent, then 56 years of age died August 16 ,19 95 ,
at Holy Spirit Hospital, Cumberland County, PA (East Pennsbo~o Twp.)
Except as follows, decedent did 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 kllling and was never adjudicated
Incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled In Pa.) All personal property $ (,0 S tJ (!J 0 . (') D
(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 wlll and codlcll(s)
presented herewith and the grant of lellers Testamentary
(Iestamenlary; admlnluratlon c.t.a.; administration d.b.n,c.t.a.)
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1665 Orrs Bridqe Road
Enola. PA 17025
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUMBERLAND
The petltloner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petltloner(s) and that as personal represen-
tatlve(s) of the above decedent petltioner(s) wlll well and truly administer the estate according to law.
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Sworn to or affirmed and subscribed {
before me this jOt h day of
7rJn A~ll~ ...:.... 19--2.L
M'A6y It ~e,~~ Reglsler
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No. "'_Qt;_(,,I;?
Estate of
MARY B. ERNE
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW AUGUST 31 19~, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated July 24 , 1995
described therein be admllled to probate and filed of record as the last will ot
Mary B. Erne
and Lellers Testamentary
are hereby granted to Edward J. Erne, Jr. and Patrick M. Erne
MARY C
. 'rnn.O
LEWIS
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Real"" of Will.
FEES
Probate, Lellers, Etc. ......... $ 115 . 00
h in. 24.00
S ort Cert cates( 0) ....... ... $
~n~~~ ................ $ Jg: 88
JCP $
TOTAL _ $ 174.00
Flied ~!1.qY.~r..~~.'.. .~n~........... . ..
Richard W. stevenson 7120
ATIORNEY (Sup. Ct. 1.0. No.)
McNees, Wallace & Nurick
P. O. Box 1166. Harrisburq. PA 17108
ADDRESS
717-232-8000
PHONE
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MAIL ORDER AND LETTERS '1'0
PATRICK AND EDWARD ERNE ON
7/24/95
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MARY B. ERNE
I, MARY B. ERNE, of cumberland county, Penneylvania, declare this to be
my will and hereby revoke all prior wills and codicils made by me.
1. personaltv. I bequeath all of my tengible personal property not
used in business or for the production of income, including without limitation
furniture, furnishinga, clothing, jewelry, objects of art and decoration, and
the like, together with the insurance thereon, to those of my children who
survive me. If said children are not all competent adults, or if they cannot
agree on the division, then my executor(s) shall make the division, and may
sell any items paeeing hereunder and distrlbute the proceeds.
2. Residue. I bequeath, devise, and appolnt all the rest of my
property, of whatever nature and wherever situated, including property over
which I hold a power of appointment, to my issue, per stirpesl provided,
however, that if my daughter, ELAINE, is then living, her share shall be held
for her in a separate trust hereunder under the terms of paragraph 3 below and
if any issue (other than a child of mine) is then under the age of twenty-five
(25) years, his or her share shall be held for him or her in a separate trust
hereunder under the terms of paragraph 4 below.
3. Elaine M. Erne Trust. The income and principal of the separate
trust for my daughter, ELAINE, shall be distributed as follows.
(a) Income and Principal. The Trustee(s) shall payor
apply to the benefit of my daughter, ELAINE, from time to time,
such amounts from the principal or lncome, up to the whole
thereof, as the Trustee(s), in the Trustee(s), sole discretion,
may from time to tlme deem necessary or advisable for the
satisfactlon of my daughter'S special needs, and any income not
distributed shall be added to the principal. As used herein,
"special needs" refers to the requisltes for maintaining my
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daughter's good health, safety, and welfare when, in the
discretion of the Trustee(s), such requisites are not being
provlded by any public agency, office or department of any city,
county, or state government, or by the federal government, or any
other public or private agency. "Special needs" ehall include,
but not be limited to, dental expenses, epecial equlpment,
programs of training, education and trsatment, and necessary
recreation and entertainment. It is my intent, ae expreseed
herein, that because ELAINE ie unable to maintain and support
hereelf independently, the Trusteels) shall, in the exercise of
the Trustee(s), best judgment and fiduciary duty, seek support and
maintenance for my daughter from all available public resourcee,
inclUding Supplemental Security Income (551), Medicaid, Federal
social Security Disability Insurance, and any other appropriate
state or local agency. In making distribution to my daughter for
her special needs, as herein defined, the Trustee(s) shall take
into consideration the applicable resource and income limitations
of the public aesistance programs for which my daughter ie
eligible. No part of the corpus of the trust created herein ehall
be used to supplant or replace public assistance benefits of any
city, county, state, federal, or other governmental agency that
has a legal responsibility to serve persons with dlsabilities that
are the eame or similar to the impairment(s) of my daughter. No
part of the principal or undistributed income of the trust estate
ehall be considered available to the beneficiary.
(b) Distribution. Upon the death of my daughter, ELAINE,
any balance then held hereunder shall be distributed to her issue
per stirpes, or, if none are then living, per stirpes to my issue,
provided, however, if any such issue (of ELAINE or of mine, other
than a child of mine) is then under the age of twenty-five (25)
years, his or her share shall be held for him or her in a separate
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trust thsrstofors or thsn ,crsatsd hereunder under the terms of
paragraph 4 below.
4. SeDarate Truets. The income and principal of a separate truet for
a beneficiary pursuant to the terms of paragraph 2 above shall be distributed
as follow..
(a) Income. The income shall be distrlbuted at least
quartsrly to or for the benefit of the bsneficiary. No payment
shall be made under this eubparagraph (a) which would diecharge to
any extent the legal obligation of any person for the support of
the beneficiary.
(b) princieal. The Trustse(s) shall pay from the
principal euch sums to or for the benefit of the beneficiary as in
the dlscretion of the Trustes(s) seem proper for hie or her
support, maintenance, health care, and educatlon, taking into
account the other sourcee of income, eupport and estate that are
available to him or her. No payment shall be made under this
subparagraph (b) which would discharge to any extent the legal
obligation of any person for the support of the dietributee.
(c) Distribution of SeDarate Trust.
(i) When euch bensficiary shall have attained
the age .of twenty-five (25) years, the Trustee(s)
shall distribute to him or her at hie or her written
request the entire balance held in hie or her separate
trust.
(ii) If such beneficiary should die before
making proper request for the entire balance in his or
her separate trust, then the entire balance in his or
her separate trust shall at his or her death be
distributed, outright or in trust, in such sums or
proportions as such beneficiary may direct in his or
"her last will, expressly referring to his or her
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sepsrate trust hersunder, but only among my issue, and
to ths extent that such beneficiary shall fail to
exercise effectively his or hsr limited power of
appointment hersundsr, the aforementionsd balance in
his or her separate trust shall then be dietributed
per stirpes to hie or her issue, or, if no such issue
survive him or her, per stirpes to my issue, with the
share of any ot such issue for whom property is then
held in or payable to a separate truet under paragraph
3 or thie paragraph 4 being added to such eeparate
truet.
(d) OieDosition Uoon ADolication ot Rule Aaainst
Peroetuities. Notwithstanding subparagraph (c) above, if during
the lifetime of a person for whom a separate truet under this
paragraph 4 was established the interest of such person therein
bscomes void under the applicable rule against perpetuities, then
the balance in such separate trust shall then be distributed
outright to such person.
5. survival Clause. If any bensficiary hereundsr should die within
sixty (60) days after me or within sixty (60) days aftsr any other person the
survival of whom determinee his or her rights hereundsr, then such bsnsficisry
shall be desmsd to have predeceassd me or such other person for all purposes
hereunder.
6. Powers. In addition to such other powers and duties as may bs
grantsd elsewhere herein or which may be grantsd by law, the fiduciaries
hereunder shall have the following powers and duties, without the necessity of
notice to or conssnt by any Court.
(a) To retain all or any part of my propsrty, real or
personal, in the form in which it may be held at the time of its
receipt, including any closely held businsss in which I have an
interest and sny stock of any corporate fiduciary hersunder, as
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long a8 in th8 8xerci8a of thair di8cr8tion it may ba advisabla 80
to dO, notwith8tanding that 8aid proparty m8Y not b8 of a
character authori&ed by law.
(b) To inva8t and rainva8t any fund8 hald heraunder in any
property, raal or per80nal, including, but not by way of
limitation, bond8, preferred 8tock8, common 8tock8, and other
88curiti88 of dome8tic or foreign corporationo or inveotment
truot8, mortgage8 or mortgage participationo, and common truet
fund8, even though ouch property would not be conoidarad
appropriata or legal for a fiduciary apart from thio provision.
(c) To eell, convey, exchange, partition, give optiono to
buy or leaee upon, or otharwioe diepooe of any property, real or
per80nal, at any time held by them, with or without order of court
at thair option, at public or private oale or otherwioe, for caoh
or other con8ideration or for euch cradit termo ao they think
proper, and upon euch term 0 and for ouch price8 ao they may
determine, and to convey ouch property free of all tru8ts.
(d) To borrow money from any peroon, including any
fiduciary hereunder, for any purpoee in connection with the
adminietration heraof, to execute promiooory noteo or other
obligationo for amounto BO borrowed, and to aecuro the paymentB of
ouch amounto by mortgagea or pladgeo of any property, real or
per8onal, which may be held hereunder.
(e) To make 10ana, secured or unsecured, in such amounts,
upon 8uch term8, at such ratee of intaraot, and to such per8one,
firme or corporatione aB they may deem advieable.
(f) To ranew or extend the time for payment of any
obligation, secured or unoecured, payable to or by tham, for ae
long a pariod of time and on 8uch termo, ao they may determine,
and to adjuot, 8attle and arbitrate claimo or demand8 in favor of
or againot them.
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(9) In dividing or distributing any property, real or
paraonal, included herein, to divide or dlstribute in cash, in
kind, or partly in cash and partly in kind.
(h) To hold, manage, and develop any real estate which may
be held by thsm at any time, to mortgage any such property in such
amount. and on such terms as they may deem advisable, to lease any
such property for such term or terms, and upon such conditions and
rantals a. they may deem advisable, whether or not the term of any
auch lease shall excsed the pe~iod permitted by law or the
prcbable period of retention under this instrument; to make
rapairs, replacements and improvements, structural and otherwiss,
in connection with any such property, to absndon any such property
which they may deem to be worthless or not of sufficient value to
warrant keeping or protecting, and to permit any such property to
ba lost by tax sale or any other proceedings.
(i) To employ such brOkers, banks, cuatodians, investment
counsel, attorneys, and other agents, and to delegate to them such
dutiee, rights and powers as they may determine, and for such
periods as they think fit.
(j) To register any securities at any time in their names
as fiduciary, or in the names of nominees, with or without
indicating the trust character of the securities so registered.
(k) With respect to any securlties held hereunder, to vcte
upon any propoaition or election at any meeting of the person or
entity issuing such securities, and to grant proxies,
discretionary or othsrwise, to vote at any such meeting; to join
or become a party to any reorganization, readjustment, merger,
voting trust, consolidation or sxchange, and to deposit any such
securities with any ccmmittee, depository, trustee or otherwise,
and to payout of the trust created herein, any fees, expenses,
and assessments incurred in connection therewlth; to exercise
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conversion, subscription or other rights, and to recelve or hold
any new securities isaued as a result of any such reorganization,
readjustment, merger, voting trust, consolidation, exchange or
exercise of conversion, subscription or other righte and generally
to take all action with respect to any such securities as could be
taken by the absolute owner thereof.
(1) To engage in sales, leases, loans, and other
transactions with my estate, the estate of my husband, or any
trust established by either of us, even if they are also
fiduciaries or beneficiaries thereof.
(m) To make all necessary proofs of death under the
insurance policies of which they are the beneficiary, to execute
any receipts for the proceeds and to instltute any action to
collect said proceeds and to make adjustments of any claim
thereunder, provided, however, that they need not institute any
action unless they shall have been indemnified against all
expenses and liabilities to which they may become subject as a
result thereof. If, however, they desire to institute such action
without indemnification, they are hereby authorized to be
reimbursed for all expenses and liabillties incurred as a result
thereof from any amounts which may be held in trust hereunder then
or thereafter.
In) To exercise all elections which they may have with
respect to income, gift, estate, inheritance or other taxes,
including without limitation execution of joint income tax
returns, election to deduct expenses in computing one tax or
another, election to split gifts, and election to payor to defer
payment of any tax, in all events without their being bound to
~equire contribution from any other person.
(0) To operate, own, or develop any business or property
held hereunder in any form, lncluding without limitation sole
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proprietorship, limitsd or general partnership, corporation,
a..ociation, tenancy in common, condominium, or any other, whether
or not they have restricted or no management rights, as they in
their disoretion think best.
7. Soendthrift Clause. No interest (whether in income or principal,
whether or not a remainder interest, and whether vested or contingent) of any
beneficiary hereunder shall be subject to anticipation, pledge, assignment,
sale or transfer in any manner, nor shall any beneficiary have power in any
manner to charge or encumber hie or her said interest, nor shall the said
interest of any bensficiary be liable or subject in any manner while in the
possession of the fiduciaries for any liability of such beneficiary, whether
such liability arises from his or her debts, contracts, torts, or other
engagements of any type.
8. Facilitv of Pavrnents for Minors or Incomcetents. Any amounts or
property which are payable or dlstributable hereunder to a minor or
incompetent may, at the discretion of the flduciaries, be paid to the parent
or guardian of such minor or incompetent, to the person with whom such minor
or incompetent resides, or directly to such minor or incompetent, or may be
applied for the use or benefit of such minor or incompetent.
9. ~. I direct that all estate, inheritance, and succession
taxes that may be assessed in consequence of my death, of whatever nature and
by whatever jurisdiction imposed, other than generation-skipping taxes, shall
b. paid out of the principal of my general eotate to the same effect as if
ssid taxes were expenses of administration, except that any such. additional
taxeo (and interest and penalties thereon) imposed on account of my interest
in or power over any trust established by my husband shall be paid out of the
property held in such trust, and all other property includable in my taxable
estate for federal or etate tax purposes, whether or not paeelng under thie
will, shall be free and clear thereof I provided, however, that my executor(e)
may in the discretion of the executor(s) request that any portion or all of
said taxes (to be paid out of the prlncipal of my general estate) shall
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instsad bs paid out of ths principal of any trust sstablished by me in this
will or otherwiae, to the extent expressly authorized under the terme of eaid
truat.
10. Fiduciaries. I appoint as executors hersunder my sons, EDWARD W.
ERNE, JR. and PATRICK M. ERNE. If either of my sons should be unable or
unwilling to serve or to complete the administration of my eetate, no
successor ehall be appointed to eerve in hie plsce and if neither of them
should be able or willing to serve or complete the administration of my
estate, DAUPHIN DEPOSIT BANK AND TRUST COMPANV (or its successor), shall eerve
in their place. I appoint as Trueteee hereunder my said sone. If one of my
sone should be. unable or unwilling to serve or to complete the adminietration
of any trust hereunder, then the other of my eone ehall ssrve alone. If
neither of my sons should be able or willing to serve or to complete ths
administration of any trust hereunder, then DAUPHIN DEPOSIT BANK AND TRUST
COMPANV (or its successor) sh~ll serve in their place. My Trustee(s) ehall
serve as guardian of the property of any minor bsneficiaries hereunder, under
any instrument of trust executed by me, under any policiea of lnsurance on my
life, and in any other situation in which the power to make such appointment
exiets under the laws of Pennsylvania. No individual fiduciary shall be
liable for the acts, omissions or defaults of any agent appointed and retained
with due care or of any co-fiduciary. No fiduciary shall be required to
furnish bond or other security for the proper performance of his duties
hereunder.
11. Gender. Unless the context indicates otherwise, any use of the
masculine gender herein shall also include the feminine gender.
IN WITNESS WHEREOF, I, MARY B. ERNE, herewith set my hand to this, my
laet Will, typswritten on eleven (11) sheets of paper including the
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6, I,
COHHONWB~LTH OF PBNNSYLVANIA
COUNTY OF .ha.ufJ'i....iL.
SS.
Hary B. Brne (the teatatdx), (~aIM a . kllJ:;I2I1L-lJwtltA.J and
r<.! aut... J. Ka..I./{.\.tll. (the witnesses), whose names are eigned to the
foregoing instru~t, b6ing first duly sworn, each hereby declaree to the
undersigned authority that the testatrix signed and executed the instrument as
her la.t will in the preaence of the witnesse. and that she had eigned
willingly, and that she executed it ae her free and voluntary act for the
purpose. therein expressed, and that each of the witnesses, in the presence
and hearing of the testatrix, signed the will as witness and that to the best
of his or her knowledge the testatrix was at that time eighteen years of age
or older, of sound mind and under no constraint or undue influence.
TESTATRIX.
~Qce~_
Mary. ns
WITNESS.
(l.J-LA. J/~
Subscribed, sworn to and acknowledged before me by HARY B. E the
sworn to before me by (!t2Ad A Kf.;,djU,u{qi.lb1J
, the witnesses, this 02t/f!J day of
testatrix, and subscribed and
and k'tlA.I!AA J. R ~fj-IA- til
Jt /) I
I..-{y ,1995.
NOTARIAL SEAL
JUOY A. BOMGARONER, Nolary Public
Harrisburg, PA Oauphln CounlY
M~ Commission Expires Feb. 23. 199B
I Jltw....J
(SEAL)
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Mary B. Erne
Date of Death: August 16, 1995
will No.: 1995-0657
To the Register:
Admin. No.:
I certify that notice of beneficial interest 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
Sent ember 27. 1995
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Address
1665 Orrs Bridge Road
Enola, PA 17025
1665 Orrs Bridge Road
Enola, PA 17025
1665 Orrs Bridge Road
Enola, PA 17025
1665 Orrs Bridge Road
Enola, PA 17025
Edward W. Erne, Jr.
Patrick M. Erne
Elaine M. Erne
Edward W. Erne, Jr. and
Patrick M. Erne, Trustees
U/W of Mary B. Erne
Notice has now been given to
Rule 5.6(a) except: N/A
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Date Sent. 28. 1995
ersons entitled thereto under
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Richard W. Stevenson, Esquire
McNees, Wallace & Nurick
100 pine Street
P.O. Box 1166
Harrisburg, PA 17101
(717) 232-8000
Counsel for Personal Representative
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DISCLAIMER
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In Re: Estate of Mary B.
Erne, Deceased
In the Court of Common Pleas I
Cumberland CountY(;;lIPennsylvania"
Orphans' Court Division
No. 1995-00657
DISCLAIMER OF INTEREST IN
ACCORDANCE WITH 20 PA C.S.A. ~6201
KNOW ALL MEN BY THESE PRESENTS, THAT:
1. Mary B. Erne ("Decedent") died on August 16, 1995,
leaving a last will and testament which was admitted to probate
by the Register of wills of Cumberland County, Pennsylvania.
2. The Decedent was the insured under a group policy
issued by Hartford Life and Accident Insurance Company, or
affiliate ("Insurer") to employees of Holy Spirit Health Systems,
Camp Hill, Pennsylvania ("Employer") ("Insurance") and named as
the primary beneficiary of any death benefit payable thereunder
her children, Elaine M. Erne, Edward W. Erne, Jr., and Patrick M.
Er~~, each adult individuals ("Beneficiary Designation") .
3. The Group Insurance Plan of Employer provides in
relevant part that if (i) more than one beneficiary is named,
each will be paid an equal share, and (ii) any named beneficiary
dies before the insured (i.e., Decedent), his or her share will
be divided equally among the named beneficiaries who survive the
insured.
4. Each designated child survived the Decedent.
5. The undersigned hereby disclaims irrevocably all of her
right, title and interest in and to the Insurance and the
Beneficiary Designation.
6. The Disclaimant is delivering a copy of this Disclaimer
to (i) the Insurance Company, (ii) the Employer,' (iii) Edward W.
Erne, Jr., (iv) Patrick M. Erne, and (v) the Clerk of the
Cumberland County Court of Common Pleas, Orphans' Court Division,
in accordance with 20 PA C.S.A. 6204.
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DISCLAIMER
In ReI Estate of Mary B.
Erne, Deceased
In the Court of Common Pleas
Cumberland County, Pennsylvania
orphans' Court Division
No. 1995-00657
DISCLAIMBR nF TNTEREST IN
ACCQROroQCE WITH 20 PA C.3.A. 9QZOl
" KNOW ALL MEN BY THESE PRESENTS, THAT:
1.' Mary B. J::rne ("JJeceaenl:") died Oil Auyu!;L 115, 1"n,
11:ldVl11Y' a 1451.. wIll nnd tc.otamcnt \thioh l,aD adm;l,..\iQa 1;>;, FOli''i'Ii'~''D
by the Register of wills of Cumberland County, Pennsylvania.
2'. The Decedent WOlI;j Llll:l insured under policy number
3472747, issued by The New England Insurance Company, or affiliate
("Insurer") thereto, and named as the primary beneficiary of any
c1ellttl vi;!Ill:l(ll. J..I"y"lJll:l l:llereunder hl!:r t:1IJ.l(lLI.:II, El.:lil1C M, Erne,
e.LlWcllll n. I!:l.lI!!, lJl.., l.IUU I'~t1'1cl[ II. m:no, Ubllllh .,l6...1i ;l,1l'M...,~~.."'"
("Beneficiary Designation").
j'. 'l'llll .L1l"'UldIlUl:! PldU J..Iluvluel!> 111 J.elevl!lnl: pcu:t that if
(1) 1110lfO ..hllD .n. lrlnT"~ -, .~~. '- ~~~"..l, "Q~h ,.., II ". /:,11'" IS"
I:llju"l ..lIar!!, an~ (ii) l\ny no;1m,..ri hr:nr:fioiarj' dies Qeli~,,"Q the
insured (i.e., Decedent), his or her share will be divided
equally. among the named beneficiaries who sUl~ive the insured.
4. Each dssignated child survived the Decedent.
5. The undersigned hereby disclaims irrevocably all of her
..J.::Jh\';, :1;;1.,;',.,. ..n.-1 in..r-rr-nl- in nnri to the lnB\'u'..n'::~ ~n'.l th9
Beneficiary Designation.
6. The Disclaimant is delivering a copy of this Disclaimer
to (i) 'the Insurance CClmpany, (ii) Edward W. Erne, Jr., (iii)
Patrick M. Erne, and (iv) the Clerk of the cumberland County
Court ~f CQmmon Plea5, Qrph~n~' Court Division, in accordance
with 20 PA C.S.A. 6204.
IN WITNESS WHEREOF. and intendinq to be legally bound
111:l~l;:lJy, the undersigned hac c>ccoutcd ehi.c Disolaim..". \:1\1501 /3
day of February, 1996.
~ 4 ~ Q.....
ElaJ.ne M. Erne
p~v-L1t 1,6 3 f)"2- l-t11 (7
Z0/Z0'd S0~" ts.st
60"Z"19661
OOES ~[:z ~t~
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NICHACL A. QOCTMM'
OJlA8CTHA DOUC>>oUlY
HARVEV rMlDtNIl!ItAO
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DOHAl..08.MAU'MAN
~VION.~
KAHARD A. L.A8UaI\U..JR
DClANO N.l.AHn
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DIANE N, TOtfARSKY
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NOmW<(I.M-IITt
McNEES, WALLACE & NURICK
ATTORNE:YS AT LAW
100 PINt STREET
P. O. BOX lIee
HARRISBURG, PA I? 108'1188
TtLt~ONE .717. 232'8000
rAJI. 17171 Z3HS300
(RlCH.ATHty
~'HAH C. tKRft(
IfICHAltDJ.ltltL
AMY IUA....UIol
JtrrAtYr.CHAMPMNt
IIRtTT D. DAVIa
........u fl. DcAHOnO
,J.\II4U,.. DOUGHERTY
MATHLltNA.DUHST
MBRAJt.rouAl.A8
A08tAT oJ. 0ClD0T0
aeon ^ GOUlD
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WIIJJA.MM.YOU~.JR.
OfT COUIdQ.
AODt'" H. 0AtIW0LD
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SAMUtL A. ICHMCMtHQAlJIT..m
May 15, 1996
Cumberland County CourthouBe
Register of Wills Oft ice
1 Courthouse Square
Carlisle, PA 17013
RE: Estate of Mary B. Erne
File No.: 1995-00657
Our File No.: 17275-0001
RAHDClt.fIH.. HOUlTON
BAlAN ',JACKSOH
NICHAa, ft. ttEULV
Jtt:Tl:R'.J\AltTt
...tAJro4Uw.NlTI
LOUIS[ HUTCHINIOH MAAA.
CAMIL.U: C, MA.RION
6HAAON R. "AXTON
CHUONQ H........,..
JONATHAN H. AUOO
IUtlJCt ft, IPICtR
CAROlA.aTDNOl,/tI
At>>ERTt.STUP.JR.
AOKRT r. TD'UTZ
A08CRT A. 'NttaHMR,.JR
0tAAICK P. WlUJAMSOH
HAND DELIVERED
Dear Sir/Madam:
Enclosed for filing on behalf of Elaine M. Erne is a
Disclaimer of interest in the New England Insurance Company
policy number 3472747.
Also, enclosed is a check in the amount of $3.00 in payment
of your filing fees.
Additionally, enclosed are two copies of the disclaimer
which we ask that you stamp "filed" and return to us.
Thank you for your help in this matter.
Very truly yo~rs, j
.rJ;,\.(ll,,-,AI-'\ /It'-<.-'ft-k-
Stephanie Kleinfelter
Estates and Trusts Paralegal
SK/lmk
cc Edward W. Erne, Jr.
Patrick M. Erne
/
/5-53-0
BUREAU OF INDIVIDUAl. TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
May 22, 1996
~fJ ~ :JJ:JJ
g.~ tl~ 8
~i ') ~ 'w.o""",
1,1 C:
EDWARD W ERNE JR AND f' '_ It) ft.
PATRICK M ERNE l' .. u-
N ". ~:
MCNEES WALLACE AND NURICK f:J':. 00
100 PINE ST -C c:~n
: ~i :SIt
PO BOX 116 N Wo
IlARRISBURG PA 17108-1166 ~~ (,j -
\0
Dear Messrs. Ernel
ReI Estate of Mary B. Erne
File No.1 2195-0657
This is in response to your request for an extension to file
the Inheritance Tax Return for the above-referenced estate.
In accordance with Section 9136(d) of the Inheritance end
Estate Tax Act of 1995, the time for filing the return is extended for
an additional period of eix (6) months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However,
it does not prevent interest from accruing on sny tax remaining unpaid
after the delinquent date.
The return must be filed with the Register of Wills on or
before Novembsr 18, 1996. Because Section 9136(d) of tha 1995 Act
allows for only one extra period of six (6) months, no additional
extension(s) will be granted that would exceed the maximum time
permitted.
/, ~1 ,I,' \
(\\:i~' SincerelY(!' V;~
:{ . / ~~lIL
':" ohn C. Murphy, Chief 0,
Inheritance Tax Division
S-ITIINH83
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D.' '~o/AA;OI2328" 'COMMONWEALTH OF PENNSYLVANIA .
" ...'. '...., " .., . DEPARTMINTOP REVENUE
'.:. .'>:./,..,.,.:>->.: ..,.....'.:,. :_, .c-.., ..... ..'.. .... _ . :,
i;";;.{i.~,;;iJ;t ..'.'; OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ...
-fOtDH'1l
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RECEIVED FROM:
ACN
ASSESSMENT I!'
CONTROL ...
NUMBER
AMOUNT
m
STEVENSON RICHARD W ESQ
100 PINE STREET
POBOX 1166
HARRISBURG, PA 17108-1166
Ivl
.1r:,UOO.VU
SSN 166-32-:5782
(FIRST) (MI)
REMARkS
m TOTAL AMOUNT PAID
SEAL
EDWARD W ERNE
CIO RICHARD W STEVENSON ESQ.
CHECK" 12
REGISTER OF WILLS
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ReCEIVED FROM.
&
ACN
ASSESSMENT I!'
CONTROL 1;1
NUMBER
AMOUNT
STEVENSON RICHARD W ESQ
100 PINE STREET
POBOX 1166
HARRISBURG, PA 1710S-1166
tul
.',o,a,uu
ESTATE INfORMATION.
!I I MI R
Ii1 e 1-1 9915-06157
II NAME Of DECEDENT (lAST)
iW ERNE MARY B
II DATE Of P'" MENT
B POSTMARK E
COUNTY
SSN 166-se-157se
(fiRST) (MI)
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CUMBERLAND
DATE Of D!A1H
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MARY C LEJ S ")Uhv. I
REGISTER OFWILLS REGISTER OF WILLS AJ'! "{.
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r-----------.____._i~ -,-- ___....~___._ ______ _ _ _ -.~-:-- ,____.___
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REMARKS
PATR I CK M ERNE.
C/O RICHARD W STEVENSON ESQ
m TOTAL AMOUNT PAID
.7.676.00
RECEIVED BY
SEAL
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;5-53,-("
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
~
*'
BUREAU Of INDIVIDUAL TAXES
INHERITANCE: TAX DIVISION
DEPT. 110601
HARRIIIURO, Pi 171'1-0'01
I"-Utl II U, ....HI
RICHARD W STEVENSON
C/O MCNEES ETAL
PO BOX 1166
HBG PA 17108
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
02-24-97
ERNE
08-16-95
21 95-'0657
CUMBERLAND
101
A""""t R..t tt.d
B
MARY
HAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTEl To lnMlr. proper credit to )'our ItCIcount, aub.U the upper portion of thl. fa,.. with your tax p.YMftt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiiii=iiiii1-ix-Aj:ji-n2=91'-j------..ii-iilifiiiiTAiic'E--;:AX-STAfiHi'rWifF'-AifciiiJiif--iii.----------------m--
ESTATE OF ERNE MARY B FILE NO. 21 95-0657 ACN 101 DATE 02-24-97
TNIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY Of THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 02-10-97
PRINCIPAL TAX DUE.. 20,255.03
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
11-16-95
05-16-96
02-10-97
DISCOUNT (,+)
INTEREST (-)
631.58
.00
.00
12,000.00
7,676.00
52.55-
RECEIPT
NUMBER
AAOB2326
AA11 2B54
REFUND
AMOUNT PAID
l/"I
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,
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TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
20,255.03
.00
.00
.00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATIOH OF ADDITIONAL INTEREST.
I If TOTAL QUE IS LESS THAN .1,
NO PAYHENT IS REQUIRED.
IF TOTAL QUE IS REfLECTED AS A "CREDIT" ICRI,
YQU NAY BE'QUE A REFUND. SEE REVERSE SlOE OF THIS FORH FOR INSTRUCTIONS. I
IS-53 -0
BUREAU OF INDIVIDUAL TAXES
INHERITANCE 'AM DIVISION
DEPT. ZI0601
HARRISIURO, PA J71Zl.0Ul
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
c....
NDTICE DF INHERITANCE TAX
APPRAISEHENT, ALLDWANCE DR DISALLOWANCE
OF DEDUCTIDNS AND ASSESSHENT OF TAX
1I,.nd..." III"H
RICHARD W STEVENSON
C/O MCNEES ETAL
PO BOX 1166
HBG PA 17108
DATE
ESTATE OF
DATE OF DEATH
FILE NUM8ER
COUNTY
ACN
B
r-
02-17-97
ERNE
08-16-95
21 95-0657
CUMBERLAND
101
AMount R..ltted
MARY
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiifv:i54Tiif-AFP-nZ-:96T"tiDi"ici--oF-YriHiiiiTANCn'AiniPPRiiisii.fitiT-,--,m:oiiAi{CE-cilim----m-------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ERNE MARY B FILE NO. 21 95-0657 ACN 101 DATE 02-17-97
TAX RETURN WAS, I XI ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORrGrNAL RETURN
1. R.al e.t.t. (Schedule AJ
2. stock. and Bondi (Schedule 8)
5. Clo..ly Hald stock/Partnership Int.r..t (Schedule C)
4. "ortoaa.a/Not.. Receivabla (Schedul. OJ
5. Ca.h/Bank Depollta'Hi.c. Parsonal Property (Schedule E)
6. ~olntly Ownad Property (Schedul. FJ
7. Transfar. (Schedul. 0)
8. Total A...t.
I CHANDED
.00
.00
281.262,17
.00
85.962.98
.00
.00
IBI
III
121
151
(41
(51
(61
171
NOTE, To In sur. proper
cradit to your account,
lub.it tll. upper porUon
of thl. forM with your
tax pay..nt.
367,225.15
APPROVED DEDUCTIONS AND EXEMPTIONS I
17,350.52
9. Funaral Expans.s/Ada. Co.ta/Hisc. Expansas (Schadula H) 19)
10. O.bh/Hodooo. Llob1l1U.o/l1.no ISchodut. II 1101 12.290,73
11. Tot.l Deduction. 111)
12. Hat Value of Tax Return 112)
IS. Charitabl./Cavarn.ant.l Bequa.t. (Schadul. J) liS)
14. Hat Valua of Eat.te SUbjact to Tax 114)
NOTEI If an allallmant wal issusd pravioulIy, linel 14, 15 and/or 16, 17 end 18 will
reflect figures that include tha total of ~ returns asselsed to date.
ASSESSMENT OF TAXI
15. AMount of Lin. 14 at Spau.al r.t. 115)
16. AMount of Line 14 t.xable .t Llneal/CI... A r.te (16)
17. A.aunt of Line 14 taxabla at Coll.taraI/Cla.. Brat. 117)
la. Prlnolpal Tax Due
'9.~41 ::>>1;
337,583.90
.00
337,583.90
.00
337,583.90
.00
X .00.
X .06.
X .15.
UBI
.00
20,255.03
.00
20,255.03
TAX CREDITS I
PAYHENT
DATE
11-16-95
05-16-96
02-10-97
RECEIPT
NUHBER
AA082326
AA112854
REFUND
DISCOUNT (+1
INTEREST (-I
631.58
.00
.00
AHDUNT PAID
12,000.00
7,676.00
52.55-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE .
20,255.03
.00
.00
.00
· If PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATIDN Df ADDITIDNAL INTEREST.
IF TDTAL DUE IS LESS THAN fl. NO PAYHENT IS REQUIRED.
IF TDTAL DUE IS REflECTED AS A "CREDIT" (CRI, YOU HAY IE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIDNS.I
\.
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0 Ul ..
flIP: <Xl "
..'J ';: ""= , ,...j
, <Xl ,..1
- ~'.':\
, .
,":1 '1' (:t!
E:J .~~. ,
~8' ..
~ ....LJ
a: a: -'E
aia
U
RESERVATION. Elte'.. of decedent. d~lng on or before D.c.~r 12, .9., -- l' ~y future Int.r... In the ..,.t. I, tran,f.rr.d
In pa.....lon or enjoYHnt to C18.. I (coUateral) b~f1cl."J.. of the dlcedlnt 1ft.,. thl I.plntlon 0' Iny .,tlt. for
11'. Dr for y..r., the C~.lth hlt.by Ixpr..,ly r..erv.. the right to appr.I.. ~ ...... t,en,'.r Inh.rJtenc. T,xI,
.t the 1"'ul CIa,. . (col1e'.rll) rat. on any .uch future Int.r..t.
PURl'OSEIJI'
HartCEr To fulfill thl requlr..tnt. of Slctlon 214D of the Inherltenc. end E.t_t, rlx Act, Act ZZ 0' .'91. 72 P.S.
ShUon 2140.
P'~NTI Detach the top portJon 0' thl. Hotlcl and '~It with Your peY"nt to thl Alal.tar of Will. printed on the r.v.r.. .Id,.
u.... chIck 01'" lIOIMIy orde,. payable tal REGISTER OF MILLS, ADENT
All p.~t. r.c.lved .h.11 'Ir.t b. applied to any Int.r..t which ..y b. due with Iny re..todlr tppl1.d to the t...
REfUND (CA)I A r.'und 0' . t.. cr.dlt, which w.. not requ..ted on the T.x R.turn, ..y b. r.qu..ted by coeplett", en ~Appllc.tlon
for R.fund of Penn'Ylvlnla Inherltanc. and E.t.t. T.." (REY-13U). Appllc.tSon. ar. enUflbl. .t tt.. OffiCi
0' tt.. Regl.t.r 0' Will., any 0' the 2S Rlv,nu. DI.trlct Dfflc.., or by clllln, the .p.el.l 24-hour
an.werlng 'Irvlc. ~r. for for.. or~rlngl In P.nn,ylvanl. I-IDD-S62-2DSO, out.lde Penn,ylvan11 end
within lacll H,rrlaburg .r.. (717) 787-8D94, fDDI (717) 772-2252 (H.,rln, lap.lr.d Only).
OIJECTIONSI Any p.rty In Int.r..t not .etl,'i.d with the appr.i....nt, .llow~. or dl..llow~c. of d.duction., or .......ant
of tl. (InclUding dl.count or lnt.r..t) .. lhown Oft thl. Hotic. lU.t obJ.ct within .Ixty (6D) dlY' 0' r.c.lpt 0'
this Nottce bYI
"wrltt.n prot..t to thtl Pi a.part..nt 0' R.VInul, loard 0' Appe.lI, D.pt. 1I1Dll, Harrisburg, PA 17lZ.-Ull, OR
.-.lectJon to h.v. thl ..tt.r det.r.lnld .t ludlt 0' thl .ccount 0' the p.rlon.1 rl~r..ant.tlv., OR
--app..1 to the Orphan.' Court.
AD'UN
ISTAAlIVE
CORRECTIONSI
F.ctu.1 .rror. dl.cov.r'd on thl. ........nt .hould be .ddr....d In wrltln, tOI Pi D,p.rt..nt 0' R.v.nue,
lur..u of Individual T...., ATTNI Po.t A.....IIMt R.vl.w unit, D.pt. 2ID6DI, ",rrl.burg, PA 17IZI-D6DI
Phone (717' 787-6505. S.. p.g. 5 0' the book lit "In.tructlon. 'or Inherlhtnca TalC R.turn for. A..ld.nt
D.c.dent" .REY-15DI, 'or In ..plan.tlon 0' .~Inl.tr.tlv.ly corr.ctabl. .rror..
I' any t.. due I. plld withIn thr.. (S, cII.ndlr lonth. I't.r the d.c.d.nt.1 d'.th, . flYI p.rc.nt (5X) dl.count of
the t.1C p.ld I. Illow.d.
The ISX tl. lana.ty non-p.rtlolp.tlon pan.lty I. coaput.d on the tat.1 0' the t.. end int.r..t .......d, and not
p.ld b.fore Janu.ry II, 1996, the first d,y Ifter the .nd of the tlX .......h period. Thla non-p.rtlclp.tlan
p,""lty 11 .pp..labl. In the .... IlInMr and In tMi thl .... tI,. p.rlod .. YOU would 'P,.,I thl t.. and 1nt.r..t
thlt h.. blan ......Id .. Indlc.t'd on thl. not Ie..
DIIC~TI
PENALTYI
INTEREST I
Int.r..t I. ch.rg.d b.alnnlng with flr.t d.y 0' d.llnquency, or nln. (9) aonth. and one (1) d.y froe the d.t. 0'
d.,th, to thl data 0' P'Y.ant. T.... Which b.c... d.llnquent ba'or. January I, 19.2 b.a~ Int.r..t .t the rat. of
.IM (.~) parcent p.r annu. c.lcul.t.d .t . dally rete of .DDDI64. All t.... which b.c... d.llnquent on and eft.r
January 1, I'" will b.ar Int.r..t .t , r.t. Which will v.ry 'r08 c.l.nd.r ye.r to c.l~.~ y.,r with that r.t.
announced by the PA Dlp.rteent 0' A.vlnUl. The appllc.bl. Int.r..t rat.. 'or 1'12 through 1"7 ar.1
'!!!! Inter... A.t. D.llv Inhr..t F.ctor !!!r Int.r..t Aete Dellv Int.r..t Faeto..
1'82 2DX .DDOS'8 1917 OX .DDDr47
1915 lOX .DDUS' l,aa-I991 lIX .DODJD1
I... lIX .DDDSDI 199Z OX .DDarU
19'5 ISX . DDDJS6 199.1.1'94 7X .DODI92
I... lOX .DDU74 1995-1997 OX .DDDU7
utnt.r..t I. c.lcul,ted .. 'ollow..
IHTEIlESf . BALANCE OF fAX UNPAID X HUNBER OF DAYS DELINQUENf X DAILY INTERESf FACTOR
uAny Hatlc. IliuM .ft.r tt. tIll( beca.. d.lInquent will r.U.ct an Inter..t c.lculatlon to 'lftlan us, ~n
beyond the d.t, of the .....talnt.. I' paY8ant I. .Ide .,t.r thl Int.r..t coeput.tlon date .hown on the
HatlcI, add I tlon.l Inter... IN.t ~ c.lculat.d.
__._....__w,.,,,.,,,.~.....
is 5 3 ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
."IEAlTAHCE TAX DIVISION
PEPT. 110101
twnIJlIURO, PI l1U..D6Gl
NOTICE OF INHERITANCE TAX
APPRAISE"ENT, AllOWANCE OR DISAllOWANCE
OF DEDUCTIONS AND ASSESS"ENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-17-97
ERNE
08-16-95
21 95-0657
CUMBERLAND
101
A.OW\t R..l Ued
RICHARD W STEVENSON
C/O MCNEES ETAL
PO BOX 1166
HBG PA 17108
u
*'
U'.IIUU'" 111-"1
MARY
B
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
ii'iv=iii4'7-iif-AFji-m-:96Y-iiiificniF-YNHiiiii'ANCi-YAX-jippiiiiisEiiiii'r;-,m.-owANci-olf--m--n----m-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ERNE MARV B FILE NO. 21 95-0657 ACN 101 DATE 02-17-97
APPROVED DEDUCTIONS AND EXEMPTIONS I
17,350.52
9. Funeral Expen.../A~. Ca.la/Hilc. Expen... (Schedule H) I')
10. llebh/llorta_ LJobll1t1../U.n. ISch.dul. II 1101 12.290.73
11. Tot.l D.ductlon. 1111
12. Kat V.l... of T.. R.tum 1121
15. Ch.rltobl./ao..rnoont.l a.qua.t. ISoh.dul. JI 1151
14. Kat V.l... of E.t.t. Subj.ot to Tax 1141
NOTEI If.n ........nt was is.ued previou.IY, line. 14, 15 and/or 16, 17 .nd 18 will
refl.ct figure. th.t include the tDtal of ALL return. e.se..ed to date.
ASSESSMENT OF TAXI
1&. A-ount of Line 14 at Spaul.1 rat. (1&)
16. Aaount of Line 14 t..obl. .t Llne.l/Cl... A r.t. 1161
17. Aoount of Line 14 taxobl. .t Coll.t.r.l/Cl... . r.t. 1171
18. Prlnolp.l Tax Duo
TAX CREDITS I
PAYltENT
DATE
11-16-95
05-16-96
02-10-97
TAIl RETURN WAS, t X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORrGINAL RETURN
1. ROIl E.t.t. ISchodul. AI
2. Stock. _ Bond. tSchodul. BI
S. Clo..ly Held StocklP.rtnerahtp Int.r..t ISchodul. CI
4. Hortgagea/Not.. R~.lYabl. ISchedul. OJ
5. C.~enk o.pollt,IHlaa. Parlone1 Prop.rt~ (Schedul. E)
6. Jointly Ownad Proparty ISchodul. FI
7. Trenaf.,.. (Schedule QJ
8. - Total A...t.
RECEIPT
HUllER
AA08232
AA112854
REFUND
DISCOUNT 1+1
INTEREST I-I
631. 58
.00
.00
I I CHANGED
III
t21
ISI
141
t51
161
171
.00
.00
281.262.17
.00
85.962.98
.00
.00
181
NOTE I To Snaura proper
erlldi t to your acoount,
aubtllt tho _r portion
of thl. fo~ with your
tax p.~t.
367,225.15
?Q.;;.e.l ?I;
337.583.90
.00
337,583.90
.00
20,255.03
.00
20.255.03
20,255.03
.00
.00
.00
. If PAID AfTER DATE INDICATED, SEE REVERSE
fDR CALCULATION DF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN 'I, NO PAY"ENT IS REQUIRED.
IF TDTAL DUE IS REflECTED AS A "CREDIT" ICRI, YOU KAY BE DUE
A REFUND. SEE REVERSE SIDE OF TNIS fORN fOR INSTRUCTIONS.I
.0011.00.
337,583.90 11.06.
.0011.15.
1181
AIlOUHT PAID
12,000.00
7,676.00
52.55-
TOTAL TAX CREDIT
BALANC! OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
N t::.r.C
"5 r. ;>0.
III lXl "
.,:0:1 , )
. - cr .,
- . :...
" lXl
.- I
" t" ~ '1
- ;~ ,
8 ~" . ,:l
" p; ~... r'
ma: {ijt,;,:
0: 08
RfSERVATlDth Eltat.. of ISM...,., dying on Dr before a.c..ber 12, 1911 .... if .,. future lnt.r..t In the ..tet. II tr",'.rtH
In po.....Jon Dr enJor-ent to Cl.,. . (col1,t.r.1) ~flcl.rl.. of the decedent .,t.t the 1.,lr.tlon of ." ..tat. far
II'. or for '"1''''' the C~lth her~, IMPr..,., r...rv.. the rllht to ~r.I.. ~ ...... tr",'.r Inherltinel T....
at the l.uful el... . (col1,t,r.l) tat. on ~ .uch future lnt.t..t.
..........01'
NOTlCEI To ful'lll the requlr..-ntl Df SectIon 1140 of the Inherltenc. ~ E,t,t, Tax Act, Act II of 1"1. 71 P.I.
s.cUon llU.
PAVHEKT. DetKh the top portion of thl, NoUel Met itUbIIlt with your PIYHftt to thIi Reali'" of NUh prtntlld on the r.v.r.. ,.M.
......... check or .,.., order plyMil. tOI REGISTER OF MILL8, AGENT
All p.~ta reulnd IhIIU flnt be ..,llMt to WlY Int.r..t .....lch ..y be due Mlth WlY r_lnd11r ...11-.:1 to the to.
REf1ICD (CRh A rah.nd of . tax oredlt, ....Ich .... not ,....t_ on the Tax R.turn, _>> tMI r......tM b>> eNphtl". M "AppUAtlon
for R.~ of Penn'>>lv.nla I~rlt~. ~ E.t.t. T.... (REV-ISIS). applIcatIon. .r. .v.llabl. .t the O'flcl
of the RII1.t.r of WIll., ~>> of the IS R.vlnUl DI.trlct Df'lc.., or b>> call1,,. \hi ~l'l "-hour
~lWIrlno ..rvlc. nu.ber. for for.. orderlnal In Penn.vlv~l. l-IOO-S6Z-IOSO, out.ldI Penn.>>lvanl. wid
Mlthln 1000I Hlrrllbur. ar.. (717) 717-1094, fDDI (717) 77Z-ltsZ (Hearlna I~.lrld Onl>>).
OIJECTlmal An>> p.rb In lnt.r..t not ..tllft.. Mlth the IIPPr.lI..."t, .Uowanc. or dl..Uowanc. of deductlon., or .......-,t
of tlJC (Jncludlng dllCount or lnt.r..t) .. shown on thl. NoUc. .,.t object Mlthln sixty (61) du. 0' rlKIlpt of
thl. NoUn Q.
AIlIIIN
IITRATlVE
CORRECTIONS I
.-wrltten prot..t to the PA Dep.rt.-nt of R.VInUl, lo.rd of Appe.I., Dept. Z810ZI, Harrlabur., PA 17121-IOZI, OR
...lecUon to have the ..ttlr detl,..lnld at Mldlt of thl KCount of tM per~l rtpr..."tIUVII, OR
.-appeal to the Orphan.' CoYrt.
Factual .rror. dl.cov.r" on thl. .....seent ahould b. addr...ed In writing tOI PA Depart-.nt of R.VInUl,
lur..u of Indlv1dual T.~.., ATTNI Po.t ,.....-.ot Ravlew unit, Dept. Z10601, Harrl.bur., P' 17111-0601
Phone (717) 717-6505. 1M P-sII S of the bookl.t "In.truatlon. for Inhlrlt~. Ta~ R.turn for I R..ldlnt
Dacadant.. (REV-ISOl) for ~ .xplanatlon of adaln..tr.tlv.l>> correctable .rror..
DllCOlIfTl
If ~>> taN due 1. p.ld wIthIn thr.. (S) calandar ~th. .'t.r tM decadent'. de.th, I flv. percent (5X) dl.oount 0'
the tax p.ld 1. Illowed.
PENALTYI
11M lD tu -...b non-partlolp.Uon panal ty 11 coaputed on the tot.l of thI tax wid lnter..t ......Id, and not
Plld bafor. Januar>> 11, 1996, the first dav .U.r the and of tM ta~ ......ty period. This non-p.rtlolp.Uon
penalty is .....labl. ln the .... ...-nar MIl In the the .... U.. perlad .. >>ou would ~al the tax wid lnter..t
that hi. bHn ......ed II lndlcatld on this noUc..
IHTDIUT.
Intara.t 11 charged batlmlna with first d8>> of dlllnquanc>>, or nine (,) .unth. and one (1) d8>> frCMI the det. of
dHth, to the dilte of ~t. TUII whIch bK.. dellnquant ba'ore """r>> 1, 1912 baar lntare.t at the ret. of
.lle (~) percent per ..... c.lcul.t~ It . d8lb rat. of .000164. AU tu.. which bK... dlllnquant on and .U.r
January 1, I'll will baar Int.ra.t at . rat. which will Vlrv fru. cal~r v..r to calendar >>aar wlth that rat.
announced by the PA Dapartaant of Aavenue. The appl1cabl. lntar..t rat.. for I'll through 1997 .ree
!.!!r Int.re" Aat. Dallv Jnt.r..t F.utor !!!!' Jnt.rllt Aata n.llv Int.r..t Factor
1912 ZOX . 10 0541 1987 OX .00Dl47
U'S 16X .0ODUa 1911-1991 IIX .OODSOI
19.. IIX .IOOSOl I'" OX .000247
UIS ISle .IOOS56 1995-1994 n .aOOl92
I... lOX .oaun 1995-1997 OX .000247
ulnt.r..t I. c.lculat~ a. followlI
INTERElT . BALANCE OF TAX UNPAID X HUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Anv Notlc. 1,1UId .ftar the tax beeDle. delInquent will r.'lact ~ lnt.r..t calculation to flfteen (15) day.
baltOnd the data of the .........t. If p'v-nt II Ada .Uar the Intarllt CoaputlUon dlt. Mown on the
Hotle., addltlonal Int.r..t .u.t ba Cllcul.t~.
. COMMONWEA'.TH Of PENNSYLVANIA
COUNTY Of CUMBERLAND
IS:
F.<'Iward Wo Erne. Jr.. and Patrick M. Erne
being duly sworn according 10 law, depas.. a..d say. that \11'Y "rp !-he
C'n_F.><",r.Ilt-nr" a' the Ellat. a' Marv B. Erne
lat. a' --Hili1lD~_ T.own.!lhhP....._ - , Cumb.rland County, ft., d.e....d .nd that the
within I. an Inventory mad. by us _. .h. ,,,id Executors
a' tho entire ..tat. a' said d.e.d.nt, consisting a' all the person. I prop.rty and rul .,tale, .xeept real ..t.te ouhld.
th. Cammonwulth a' P.nn.ylv..le, and Ihat tho figur.. oppo.lt. each Item 0' H,. j"ventory repr...nt It', f.lr y.lue
.. a' tho dot. of d.c.dent'. death.
Nnvember
11
.
19 96
'7~,_A.. t..U '""'-' /f-
?1.r~L-.. '/7// a..... u
Eneut., . AJmr"ratr.t"
Edward W. Erne, Jr., and
Patrick M. Erne
1665 Orrs Bridge Road
Enola, PA 17015
and subscrib.d b,'ar. me,
NOTARIAL SEAL
ANHGELAlsbM, ALONZO, Notary Public
arr urg, PA Dauphin County
My Commission expires Oct. 26, 2000
.-..............-
Add,...
D.t. of D.ath
16
DI'
August
Month
1995
Y..,
INSTRUCTIONS
I. An Iny.ntary must b. filed within thrll month, .fter 'ppointm.nt of person. I repr...nhtlv..
2. A ,upplem.nt Inventory must be fil.d within thirty days of dl,covery of additional ...ot..
3. Additional,hllh m.y b. etteehed a. to pmonalty or realty 9 n .'
4. See Artlcl. IV, Flduciarl.. Aet of 1949.
on
'. , ~-
-'
t;" ~ '.... .,;
w .<: .. l:l
Ul -
~ "" ... .. 0
w ~ i ..
Q" u .. Ul
0 ~ u l:l
0 w 0 C ... ,..
\s) j!; "" Ql e.. .. Ql ..
I- Q" ... u. l:l ,; a. > E
a;- Z .... jj 0 '"' l:l Q" Ql 0
W u. < ~ Ql ~:z:
0 ,.;
> Z "" 'tl - tIl<
If. Z 0 c c
e " .
- VI z <3 ~
. 0 "" ItS
Z .... < :z: ....
Q" ... 'tl
c '"'
:f:1 - ~ III
0 ~ .<:
u
I .sa ... oM U
I .. E 0 .....
- ..
I .. 0 it 0 P:
, .... CD
I
Inventory of the real and personal estate of
Mary B. Erne
deceased
1 m:: Bank M::I1ey M3rket Ale #51-3021-1263
Interest accrued to elate of death on above item
" m:: Bank Interest Olecking Ale #51-4001-8715
Interest accrued to elate of death on above item
3 MeIlCers 1st Federal Credit Ulion - Savings J\coount 116182
4 J\ccrued Interest
5 Meridian Bank - Savings J\coount 8336523800; Principal $365.89;
J\ccrued Interest $2.50
6 Personal Prt:perty - J\pprai.sed Value
7 Cellular M::bile - Refund of Security Deposit on Pagers
8 state Auto Insw:anoe - Refund of PrendI.ll1B
35,538.56
25.41
21,842.80
8.80
13,960.16
20.19
368.39
2,700.00 .
120.00
125.00
9 Bon-Ton - Credit Card J\coount - Credit Balance
10 Atxlrews & Patel Associates, p.e. - Refund of Medical Bill
11 WE.9'rnB - Refund of 1994 Local Individual Ino::me Tax
12 Internal Revenue SeJ:v!ce - 1994 Individual Ino::me Tax
13 Internal Revenue SeJ:v!ce - 1995 Individual Ino::me Tax Refund
14 WE.9'rnB - 1995 Local Individual Ino::me Tax Refund
15 1988 Ford Sedan and 1986 Ford Station Wagon
16 '!be Estate of Edward W. Erne, Sr. I
'!be New England Insw:anoe Investment
Policy Face Jlm:::M!.t 40,000
Insured Elaine M. Erne
O::lntract lb.: 8238669
- Net Value $1,590.05
'Ibe New England Insurance Investment
Policy Face Jlm:::M!.t 40,000
Insured: e1ward W. Erne, Jr.
Cb1l:ract lb.: 8238671
- Net Value $2,601.77
'Ihe New Eng1ance Insurance Investment
Policy Face Jl.m:lunt 40, 000
Insured: Patriclc Erne
O::ntract No.: 8238670 $2,015.32
1 7 'Ibe Prudential Life Insurance - ~9 of Policy on the Life
of alward W. Erne, Sr.
(CONTINUED)
121.80
15.00
15.38
555.18
3,663.72
4.45
100.00
6,207.14
571.00 .
'-
.......
1 8 97~ Interest in Pheasant Hill Farm, L.P.
Partnership Created oJUly 1995
~ Value of AssetSI
Real Estate $290,000.00
Machinery,
Farm Equipnent
Account Receivable 1,500.00
less I Insurance Payable
State Auto Insurance (1,539.00)
'lbtal $ 289, 961.00
x .97
- $ 281,262.17
t,. ..
.
.
281,262.17
..
- -. -.- - --..,
PlEASE FIIE 'DIIS IlEl'ORr Wl'llIIN 'N) YEARS OF Do\TE OF DF.A1lI Rm\RDLESS OF 'mE STAnIS OF '1lIE
ESTATE. IF ~ IS oor CXJiPLEl1!D, FILE A 6.12 FORM YEARLY UNTIL ClH'I.El1:00.
STATUS REPORT UNDER RULE 6.12
Name of Decedent I Mary B. Erne
Date of Deathl Auqust 16, 1995
Will No. 1995-00657
AdmJn. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the ,following wi th respect to completion of
the administration of the above-captioned estatet
1. State whether administration ot the estate is complete.
Yes X No
. 2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
completet
3. If the answer to No. 1 is Yes, state the following.
a. Did the personal representative file II final
account with the Court? Yes No X.
b. The separate Orphans' Court No. (if any) for
the personal representative's account iSI
c. Did the personal representative state an
account informally to the parties in interest? Yes No X
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' C.ourt and may be attached to this report.
~t-0~r
~( /ht. f...-. "-
Signature
Edward W. Erne, Jr., and
Patrick M. Erne
Name (Please type or print)
1665 Orrs BridSe Road
~p]a. PA 1701
A dress
Datel 1./j'/~7
"0 ,!a
,;i ~:::
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~
(7171 728-9677
Te . No.
,1.
{~ j
.',
g ~~;
lUU;
a:
~
P\
Capacityt
x
Personal Representative
.U
.:..1::
.!!l::>
uc.;,
__ _,Counsel for personal
representative
(KAHlrllltlAH3)
Rv-n