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To fulfill the raqulraa~t. of Section ZI~O of the I~rltence and E.t.te Tax Act, Act Z2 of 1991. (72 P.S.
Section Z1~0).
PAYPEHTI
Detach thll top portion of thh NOtlC8 Bnd IUbIIIt ..Ith your pa~~t to tM Raghter of will. prlntld on the
rever.. .Id..
.. "eke chKk or HMY order payab18 tOI RECISTER Of WILLS, AGENT.
All pay..nt. rec.lv~ .hell flr.t b. appllad to any Intere.t ..hlch .ay b. due, ..Ith any r...lndar applied to tha ta..
A refund of a ta. credit, which .... not requested on the tax return, ..., be requa.tad by c9Platlng en "Appllc.tlon
for R.flM"td of p..",..,lvanla Inh.ritanca and E.t.ta Ta." (REY.lSl]). applications ar. av.lhbl. at the Offlc. of
the Raght.r of Wllh, an., of the Z3 RlIVanua DI.trlct Offlca. or by calling the special Z4-hour answarlng nrvlc.
~rs for for.s ord.rlng1 In Pannsyly.,le 1-800-562-Z0S0, out.ld. Pann..,lv.,l. and ..Ithln local
H.rrlSburg .re. (717) 787-809~, TOOt (717) 77Z-ZZSZ (H.arlng lapalr.d Only).
REfUND (CA) I
08JECTIDNSl Any party In Intlr..t not satl.fl.d ..Ith the apprals.aent, allowanc. or dl.allowanca of deduCtion. or a.sa.s.ent
of tax (Including discount or Int.r..t) a. Ihovn on thl. Hotlc. .ay Object within sixty (60) day. of recllpt of
thh Hotlc. byl
--..rltt~ prot..t to the PA Daparteent of R.venue, Board of Appaals, alpt. Z810ZI, Harrl.bUrg, PA 171Z8-IOZI, OR
--.llcUna to h.vI the .aUlr dlt.ralned at the eudit of tha account of the ptIrsonal r.pruantaUv., OR
.-app..l to the Orphans' Court
AottIN-
ISTRATlVE
CORRECTIDKSI
Factual .rror. dlscovlred on thl. .......ant should b. addr....d In writIng tal PA Dlpart.ant of Ravenul,
Bur.au of IndIvIdual TaMIs, ATTNI Post A.sI.seent Ravl.. unIt, DEPT. Za060l, HarrIsburg, PA 171Z8-0601
Phona (7171 787-6S05. S.. paga ] of the booklat "InstructIons for I~rltanc. Tax R.turn for a RIsldant
Oacldent- (REV-lS0l) for an ..,Ianatlon of adalntstratlvll., corrlctabl. .rrors.
DISCDUHTI
If any ta. due Is paid ..Ithln thr.. (3) calendar ~ths aft.r the decedent'. daath, . fIve parcant (5%1
dl.count of the taM paid Is allowed.
INTEREST I
Int.ratt h charged balllmlng with first day of dlllnqucmc:y, or nIne (91 ~th. end on. (11 day
fro. the det. of daath, to the data of pay...,t. Tellat which beea.. d.llnquent bafor. January I, 1982
b.ar Int.r..t at the rate of .1. (6%) p.rcent par annu- calculatad at a dally rat. of .0001".
All t.... which b.ca.. delInquent on or aft.r January 1, 198Z will b.ar Int.r..t at . rat. which ..Ill vary fro.
calandar y..r to cel.ndar y.ar ..Ith that rat. announced by the PA Daparleant of Ravenue. ThII appllcabl.
Int.r..t r.ta. for 198Z through 1995 .ral
'tIIr Int.rut Rate Dally Int.rut Factor
1Ur
Interut Rat.
Dallv tnt.r..t Fftctor
1982
1983
I...
198!i
1986
ulnt.rast
lOX
lOX
llX
UX
taX
I. calculatad ..
.000548
.000438
.ounl
.000356
.00U7,.
followll
1987
1'188-1991
199Z
1993-1994
1995
'X
llX
'X
1%
'X
.000Z~7
.00nOl
.OOOZ~7
.00019Z
.OUZO
INTEREST = BALANCE DF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACYDR
--Any Notlc. I..ued .ft.r the ta. bec~a. dallnquent will raflact an Int.r..t calculation to flftean (IS) d.y.
bayond the data of the ..s..~t. If pay.ant I. ald. aft.r the lntar.st coaput.tlon data .hoWn on the
Notlc., additional Int.ra.t ....st be calculated.
PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
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Eslalf of L '~(,Y::'y':w-'-_-:V._L, "'.!.1.:<::,_, n'
a/so know" OJ ____..___.........n- ____. __.
No. __~_~__:.I q q Le - 3 L p "_
10:
______".___.____ _," _.__.__.__ /)c'C'('/I\(.t/.
Soda/ SfCllr;'.\' No. t5 J.:_CQ..:.C'-_U;--'_ _.' _
Rqti"er of Wills fur the
Counl)' of ~~,-.....,I" .,f"....L in the
Comlllon\\eahh of Pennsylvauia
The J'etilion of Ihe uIflJc"i~nell resJ'erlfully reJ'resenls Ihal;
Your J'elitioner(,). who is/arc 1M years or a~c or oilier. appL':~_~,___.,_ for lellers of adminimalion
'__'_ _._.,_....____ n_d _n'___ __. on the eSlale of
(d.h.n.; pclHkllll' Iil~'; dtn:mlc il!1\rnli..; lIurallll' 1I111l11fll.lll')
lhe above decedenl.
Decedent was domiciled at death in _~',k~~u::...__ COU/II)'. Pennsylvania. wilh
t1 I' S last family ur principal rc\iLlcncc al ~0~ Ot" f ~ /;'1 e-i ,I: t'({.: ,,' l;>I. it. J'l; Ji.'}U1Jl"tt,., ~;;:.
llisl Slrl'l't. nu(nhl'r. Twp. or HoroJ i
Decedent, then:50 years of age, died __....JiL/~ l'ill . 19
at LG..c,(,)G~!~~J.~_.:...~~/:f:,r:L , (",;f7r'--
,
Decedent at death owned property with estimated values as follows:
(I I' domiciled in I'a.) All personal J'IOJ'crI)'
(If nol domiciled in Pol.) Personal J'ropert)' in Penns)'lvania
(If nol domiciled in Pa.) Personal proJ'erry in ("oumy
Value of real eMale in Pennsvlvania
situaled as follows: _
$ :... t:: I s- ,_nJ. .;.J(.)
$-
$
$-
Pelilioner2_ afler a J'roper search ha.!'-_ ascerlained thaI decedent left no will and was survived by
Ihe following spouse (if an)') and heir<:
-' --;oc/', ~a~e
t"'.. t( I ,1 ,.- t::- ; ...., c:
fr.~ l..\.ICt vl.'~7 I.' \ ,....
,. ...,. f' .1.'/. (:.~~.~.
Relalillnship
t."'1t~~....
.n/ ' Reside~eG
~/ I, (,; ;- H
JI c.... .<... _, T-"~ ,
II ' ,
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THEREFORE, pelilioner(s) re'J'eclrull)' reques\l') Ihe gram of lellers of administration in the
appropriale form 10 Ihe undersigned.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMI3ERL^ND
} 58
The pctltioner(s) above-named swear(s) or affirm(s) that the
statements in the foregoing petition are true and cDrrectto the best
of the knowledge and belief or petitioner(s) and that as personal
representative(s) or the above decedent petitioner(s) will well and
truly administer the estate according to law.
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Register
No. 21-96-367
Estate of
EDWARD W. ERNE
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW JUNE 28 19~, in consideration Df the pctitlDn Dn
the Teverse side hereDf, satisfactory proof having been presented before me,
IT IS DECREED that Edward W.Erne,Jr. and patri.ck M.Erne
is/are entitled ID Lellers or Administration. and in accord with such finding. Lellers of AdministratiDn
areherebygTantedto Edward W.Er.ne.Jr. and Patrick M. Erne
i~he estate of --Edward W'.Erne---'-
'/) .I r. ihVf'1
(
Reaisler or
FEES
Lellers or AdmlnistratiDn ..... $ 25. 00
Short Certificates( l!) . . ... . . . .. $_ fi...llL
Renunciation................ $ c;. nn
JCP $ S gO
TOTAL _ $ 4 1.00
Filed ...ll:VNe...UI...... A.D. 19~
A 170RNEY (Sup. Ct. 1.0. No.)
ADDRESS
PHONE
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WARNING: Ills IIlcgallo dUllllcall! this CUllY by Ilholo~lal or pholograph,
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No
21-96-367
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COIlIlDNWEALT~ OF PENNSYLVANIA' DEPARTIlENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
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Erne
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2-27-14
Qlrberland can Hill Bom
~a[l[N'.IUSUAlOCCUf'lQ"lOf\I tQHDC*8tJSlNE~lRY
Of...:f''':~,*=':::.i;r Q)vemrrent
Technical Writ in , Federal & State
DlClDEN1'IYAAH3AOOAEUl$IIMlC~,~lC/~ DlClOEN1"
I 1665 orrs Bridge Rl. ~=oa
, Enola, Pa. 17025 :::-'::::J'
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HO$PIlAl' OTHER
Inptl-,O l~"'" 0 00..0 :::...~
Phila. Pa.
f,t.CIU"H.UoI[lIfUnIIUO~ 1rW.....,Wld~1
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Leader Nursin
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us AAJ,IED'OACUf
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...'ClAMAHt'SIoIAkIND ADClmUISlIOll.Ct,na-n. SUiI..IC/C(ldtI
1665 Orrs Brid Rd. J'))ola, Pa. 17025
I"lACe:OI'OI$PO$lllOf\l.~oI'-''''''Cr'''''' LOCAllOf\l.~......l"c:oo.
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UCENUN\JU&tA
can
Hill P
17011
Mech. PA.
..
llctNU HUU8ER
'rn-0J1932 L
1903 Market St.
DAJEIlGHID
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21-%-367
RENUNCIATION
In Re Estate of
r..;C)l.....,~J IN', [rT\"
deceased.
To the RegisteT of Wills of
C.....1k,'f I..., (J
County, Pennsylvania.
--
The undersigned I:; /",,' '" ~ r,r '" r;.' I d ~ ~ J l, +11 J- of
the above decedent, hereby renounce(s) the right tD administer the est:ltc and respectfully ask(s) that LelleTs
Or (-JJ .11/"'\ I.r,.-I,;..,
be issued to
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WITNESS
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CERTIFICATION OF NOTICE UNDEIl IlI!IAL 5.6 (!U.
Name of Decedent: ;: .} ) w.E,"c,
:.L W""
Date of Death: ':1..1/"')/9'1
Will No. Admin. No. ~,( I... 10QL,. - 3l ,r-/
...
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 mailed to
the following beneficiaries of the above-captioned estate on
'3/1 hi"
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Address
71 / f/!.d.
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
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Signature
Name /?t..',C~ ,Jl. 6/1(,
Date:
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Address Ie G c;- dry,; A:",Ji ~ J.?.,.. c/
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Telephone!?,?) 7.U- 9 s ?(,
Capacity:
v
Personal Representative
Counsel for personal
representative
1665 Orrs Ilridge Road
Ellola, I' A 17025
Augusl I, 1996
Elaine Erne
1'.0. D01C 3502
Philadelphia, PA 19122
Dear Ms. Erne:
This leller is pUl'suantto Rule 5.6 of the Orphan's Court Rules as amended on April 30.
1992, which requires notification ofbcneficiaries and intestate heirs. Mr. Edward W.
Erne. Sr. died on August 15. 1994 in the Leader Nursing Home, Camp Hill Boro,
Cumberland County. Pennsylvania. :-Ok Erne died intestate. On June 28, 1996. following
the tiling of your teller of renunciation, the Register of Wills oCCumberland County,
Pennsylvania, granted Jellers oCadministratioll to Edward W. Erne. Jr., and Patrick M.
Erne. The administrators can be reached at the following address and telephone numbers:
Edward W. Erne, Jr.
1665 Orrs Bridge Road
Enola, P A 17025-1926
(717) 728-9677
Patrick M. Erne
1665 Orrs Bridge Road
Enola, PA 17025-1926
(717) 732-9376
The counsel for the estate is:
McNees. Wallace, and Nurick
100 Pine Street
P. O. BQl( 1166
Harrisburg, PA 17108-1166
(717) 232-8000
As you may be aware, when Edward Erne, Sr. died, virtually all his property was held
jointly with the right of survivorship with his spouse, Mary B. Erne. who thus
automatically inherited the property upon his death. The exception to tlus is three liCe
insurance policies issued by The New England on the three children's lives (Elaine.
Edward, Jr., and Patrick). These were not held with an automatic right of sUlvivorship
and thus the administrators must arrange for them to pass from the estate of Edward, 51':
to the estate of Mary B. Erne. After they pass to Mary Erne's estate they will be
distributed per her will, which is on file with the Register of Wills in Cumberland County.
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: [; ...'"".,) l( /. I '~1 v
~' I h -; /0/'/ II ,il{-(J(';(. / .
Date of Death: (,"" /l'1' .
, , .
Admin. No. " , F I /" )/'l(..-(I"S(. /
Will No. I' /1 I ~ ""
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, 1 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 t /'
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: '1 }.".;(I /'f(.
. ,
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 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: :? /;:~ / re-
,
~l.,~/, -74. l2.d~
Signature
f{/,/c/<' I'll, /--:-',)v
Name (Please type or print)
a,
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/(d.S- ('n~; IS;' C;'ff leI' c)
Address i ""/"1 I~'fl II"/(\)<) 11..If.'.
(II/) f;> ,/;,/(.
Tel. No.
Capacity: L/personal Representative
Counsel for personal
representative
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00
(MAH:rmf/AM3)
COMMQNWf",ltl Of P(W~H'VM~I"
OfPUlMfNT Of Il{V(tW(
OfPT 'BObOl
ttARAI!l8URG, PA 11128 OWl
OfClOINT'!t N"MI II,,!!I. fll!!t, ",m /,I1(}0I1 IIj'11"'1I
:If;~~~~~~~~~;=_-~~'_rf[ "i;:~C/ [~"lt/ 'J'7/1'1
,. ..",,,,,,, '""""'""0"" .... ,,," ..". ..". ",,' ,'. ''''I 1'0"" "t""" "v_'"
~1. Original Return ['I 2 Supplomental Relurn
o 4, limited htale
06.
Il(VI~OOtl. 1"H)
w
...
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u""
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Sf
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
r.l.sa Future Interoll Comprami\e
(far datel 01 death alte, 12.12.821
Decedent Died T,utale [] 7. De(edent Maintained a living Trust
(Alla(h (Opy of Willi IAlIac;h (apy 01 Trus'l
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
COMPtUf M..ltlNG "OOllt!l!lc /) .) . p )
iC,G5 O(.,~ ';:',",t ',;' 1\"""
t:,w'''I/4' /70)..0:;--1$-,)("
. ,
,,~:J~:r(\
-~Of/)JJp
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Z
w
o
w
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1. Real E.lole 15chedule AI
2. Slocl. and Bond. (Schedule BI
3. Closely Held Stock/Pa,tnenhip Inleresl (Schedule q
4. Mortgages and Noles Retei'f'able (S(hedule 0)
5. Cosh, Bonk Deposits & Miscellaneous Personal Properly
(Schedule E)
6. Jointly Owned Properly (Schedule F)
7. T,onde,. (Schedule G) (Schedule II
8, Tolal Gross Assets (tala I lines 1.7)
9. Funeral Expenses, Administralive Costs, Miscellaneous
Expenses (Schedule H)
10. Debts, Mortgage liabililies, lien I (Schedule I)
11. Tolal Deductions (Iotallines 9 & 10)
Net Value of Estale (line 8 minus line 111
Charitable and Governmenlal Bequesh ISchedule J)
Net Value Subject to Tax (line 12 minus line 131
Spousal Tronsfen (for dales of dealh aher 6.30.941
See Instructions for Ar,plicable Per(enlage on Reverse
Side. (Indude ..-alues rom Schedule K or Schedule M.)
Amount of line 14 laltoble at 6% rote
(Indude ..-alues 'rom S(hedule K or S(hedule M.)
Amount of line 14 laltoble at 15% role
(Indude ..-alues 'rom Schedule K or Schedule M.)
Prindpallalt due (Add lOx from lines 15, 16 and 17,)
Credits Spousal Po..-erty Credit Prior Paymenls
+ --~~-- +
12.
13.
14.
15.
16.
17.
z
0
!;i 18.
I- 19.
:>
~
:e
0
u
>< 2D.
c
I-
15 -lOtl
IL
L
I fOR DATlS OF DIATH AnlA 12/31191 CHICK HIAI
IF A SPOUSAL '
POVlATY CRIDIT IS CLAIMID I !
Fill NUM81R
'k
../
' )h'
NUMBER
,-( 1
COUNIY CODE YEAR
IJlU(JIW!!(UMI.Hll..IJO"'.....1 .J' I
1(,( 5 ('.rr"c IV,c',t "co,
- /) II ,- 'v.-
, C ,,,,/of r ,t I7v.- "-
'"""'f ("vo./,..,/",,)
_ .:0::""':0 ~~'~""U'''Otl''---
[J 3,
[J 5.
118.
Remainder Relurn
liar dales of deolh prior to 12.13.82)
Federal Eslale To... Return Required
T 0101 Number of Sofe Deposit Bo...es
111 ____ __________
121 ._,________.___H'___
131
141.____.,_....____
(51-___h). -:>1.'.'17
161
(71_____
(". .1 1,'0 . Cf 7
9 c..- r. 'J' 3 LIC)
( ) ._____I_J__ ,
I B I
(1DI _
(11)
(12)
113)
114)
G..")~'3,00
U<.i~.()~)
nO). (3)
(1S) ____..__._____._.__.. __=
(16) ___..__.....________.__. .06 =
(17) .________..______.______. .IS =
(1 B)
DiS(ount
Inleresl
(191
(2DI
--Q
If line 19 is grealer than line 18, enter Ihe difference on line 20, This is the OVERPAYMENT.
aD
Check he,e if you are requesting a refund of your overpayment.
,_0______
(211
121AI
121BI
o
21. If line 18 is grealer than line 19, enler Ihe difference on line 21. This is the TAX DUE.
A. Enter Ihe inleresl on the balan(e due on line 21A.
B. Enter the 10101 of line 21 and :21A on line 21B, This is the BALANCE DUE.
Make Checs.: Payable 10: Register of Wills, Agent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
!J~der penallies 01 perjury, I dodore that I have ellomined Ihi, return, including oc(amponying u:hl!dules and \Ialemen", and to the best of my ~nawledge and belief,
,tlltrue, (orrecl ond complele, I doda,e that 011 real "stal" has been reported att'ue mar~el voluo, Declaration 01 p'eparer aTher Ihon the personal representalive is
bosed on 011 informal ion of which pre parer has any ~nowlodge.
!lcIGN"'UII Of P(A$O.... AI!!POt~$lm fOl-lIlt'm .ifiUlIJ.~--~-AOOAE~~-n-~ -~~-."" . -.-- <- . .- -~ -- -- u__.. DATi~'-~----
-r..~:....,,- /}J!jJ.~.~ _,_.__I"-~?".__c:'/U I;."'~/' "/:"'" ",~~,'_I".I/hl!7<'J_ ~nCf/).1Lf0.____
!lcIGru,TU'1 O' PI".."IA OIHtA tH"" ,,!plI(!olrjlAUV' ADDIII~!! V OA1!
,
.
.1'f1~1"11111
SCHEDULE E j
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY .
J:'~:?l\
...\.'fj1u.-
COMMONW[AlfH Of '[NNSYlVANIA
IHHlllfANCI TAX ."UIN
IUIDINr DlelDINT
_.Ploa.o P,inl a, Typo
FilE NUMBER
')1'1(, . oj (. 7
ESTATE OF
f,lw"...1 bV, [;"'1"-
(All property lolntly-owned with the Right of Survlvonhlp mUlt b. dllC'o..d on Schedul. FJ
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
~".- )3 $'- (.r:.?
LI'(\'.1)\.I"U~(.( 1'1../.<-; -(;(..',;1
01- E !..,.\, d7, {",'"o
/555.3Y
-,
, .\w
1"1 , , L '"
1-..'.1....." , .,ll'I,:-,'
"" It., \ I, r;.
{d,I, C;"'/l.:II.:t/ lAd&-A
f . /" -'--'1 ';: ~, I":;'
~- :23J-010 L t' --. '~";' LIt'O/1 ( \ IPc; f(,/ ~"" ..11 J '1'- 11...:" I..J c..:~ k" G. ~., I
01 t?i,.<.A' 1);,I::'''''r c.....I.,~.. ,.",.-,,,,' v'" 1,,(,
). I },9. /'-;-
't- ~.5.5'-' 71
/u~ 11..' t-'1~11.."./ ,'..I /7'1
,~.(j <l. 0:; 'I,; Vt4h.."v.,/z.(
'S"'j7u/,
-.' r. ~ '-f
L 1, / - -/1, '
I'Tfl /, .\tJ'i'/'fl.1 ~~' 11.)/ 1;"'1 Ii
r.!, _
11'~ 0,' t:,.l..t,'c-,,./~: LI'/)~ ..hl
TOTAL (AI.a onlo, an lino 5, Rocapitulatian) S t-,) ~ 0.1 ?
(Anoch odditionol8YJ" )( 11" sheeh if more space is needed.)
. -,#... -. ..- ....... .... .~.~
.
l SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
--. .. -- -- ---. -....... -- ..--_.-
.l~ 1~1l II t PilI
~~09"
_ .f/l:~
COMMONWEALTH Of PENNSVl....ANIA
INHERITANCE TAX REtURN
RESIDENT DECEDENT
L _ Pleale P,lnt aE.!,ypa ..., ,., '
FilE NUMBER
; 'J FUr - cY3C7
---'-'- -r------m
I AMOUNT
I
ESTATE OF
E.Jw",J
ITEM
NUMBER
A.
, Lr,.,<-
DESCRIPTION
1.
Fune,al Expenle..
n ., t ( ./. ,J -I. I
rr(;'.c......~,c.,l\' ~A..I....I.(.~~.1 (,.01,:,\ (~ lfe,l, '~.(...,l\1.o '\"'\",I,AI ({~,.J'l'O'IIA
:;>5~5",'
;) 7 ~5."O
1";5.00
;;)<1.0'
I ?3.CO
,..c..\t.lO
I U\OO
1~. ,~_
"'<<;0;3.
10 5'33,00
I
B.
Caster!
V"... It
(k,,,ih (",4,f.cd\~
FIOI',\+
Or'J''''''~ t
Pb,'-/-.N'o"Y
(. ,,, "H
I Admrnlst,atlve COlt..
I
I
I
1.
Personal Representative Commissions
Social Securily Number of Personal Represenloti.e,
Year Commissions paid
2. Allarney Fees
3. Family Exemption
Claimant
Addre.. of Claimant at decedenl's death
Relationship
Street Addre..
Cily
4. Probate Fees
C. Mllcellaneoul Expenles:
1.
2.
3.
4.
5.
6.
7.
8.
State Zip Code
TOTAL (Also entar an line 9, Recapitulation)
(II more Ipace II needed, Inle,t additional Iheels 01 lame Ilze.)
S (,'5~3.()O
I
/j .{'/ ./,~
BUREAU DF INDIVIDUAL TAXES
INH(RITANC[ tAX DIVISION
Df:PT. 280601
HARRISBURC, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
I.
NOTICE DF IHHERITANCE TAX
APPRAISENENT. ALLDVANCE DR DISALLDVANCE
DF DEDUCTIDNS AND ASSESSNENT OF TAX
....a.'u iI' 1I,.hl
PATRICK ERNE
1665 ORRS BRIDGE
ENOLA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-30-96
ERNE
08-15-94
21 96-0367
CUMBERLAND
101
EDWARD
RD
PA 17025
A.aunt R."itt.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV:i54i-EX-AFP-iTi:96Y-iioTiCE--OF-YtiHER"i'i'AHCE-TAX-jipPiijiisEHiiir-;-Ai.DiwAHcE-oli--m--------m-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ERNE EDWARD W FILE NO. 21 96-0367 ACN 101 DATE 12-30-96
TAX RETURN VAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rool Estoto (Schodu1o A) (11
2. stocks and Bonds (Schedule 8) (2)
3. Closely Held stock/Partnership Inter.st (Schedule C) (3)
4. Hortg.ges/Note. Receivable (Schedule 0) (4)
S. Cash/Bank Oeposits/Hlsc. Person.l Property (Schedule E) (51
6. Jointly Owned Property (Schedule f) (6)
1. Transfers (Schedule Gl (7)
8. Totel Assets
I CHANGED
HOTE: To insure proper
credit to your account,
sub"it the upper portian
of this for" with your
tex pay"ant.
.00
.00
.00
.00
6.280.97
.00
.00
(Bl
6.280.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule t) (10)
11. Total Deductions
12. H.t Value of Tax Return
13. Charitable/Governnental aequests (Schedule J)
14. H.t Value of Estate Subject to Tax
6.583.00
.00
(111
1121
1131
1141
~.GR~ no
302.03-
.00
302.03-
If an assessment was issued previously, lines 14. 15 and/or 16. 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Anount of line 14 at Spousal rat. liS)
lb. Anount of Line 14 taxabl. at lineal/Clasl A rate (16)
17. Anount of Line 14 taxable at Collateral/Class a rat. (17)
18. Principal Tax Due
TAX CREDITS:
PAYNENT
DATE
NOTE:
.00 X .03=
.00 X .06=
.00 X .15=
1181
.00
.00
.00
.00
RECEIPT
NUNBER
DISCDUNT (')
INTEREST (-)
ANDUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATIDN OF ADDITIDNAL INTEREST.
I IF TDTAL DUE IS LESS THAN '1. ND PAYNENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CRl. YDU NAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FDRN FDR INSTRUCTIDNS.l
W
r:~: ,
"
:L
".1
'91i ole 30 no :.33
CI(;"
Cun,L., ,
.jJ'l
." DA
RESERVll10Nl E,.ata. of d.c.d~t. dying on or bafor. nee.aba.. 12, 1982 .. If any future Int.r..t In the a.tet. I, transf.rred
In pals..,lon or enJoy..nt to Cl... 8 (collatara11 ban.flcl.r'., 0' the dacadant .ft.r t~ aMPlratlon of any ..tat. for
II'. or for ya.r., tha Co..onw..lth hareby .xpr..slv r...rv.. the right to appral.. and alla.1 tran,f.r Inheritance taM.'
at the lawful cta.. B (colln'arall rat. on any such future Intar..t.
PURPOSE Of
HOTICEl
To fulfill the requlr...nt. of Sactlon 2140 of the Inharltanca and Estata 'ax Act, Act ZZ of 1991. 72 P.S.
Section 2140.
a.tech the top portion of this Notice and lubait with your plly..nt to the Raghtar of wl1h printed on the ravar.. sid..
--"aka check or .onay order payable to: REGISTER OF' HILLS, AGENT
All pay.ent. rec.lved shall first b. appll.d to any Int.rest whiCh .ay b. due with any re..lnd.r applied to the t.x.
PAYHENT:
AEfUND (CA): A refund of . t.x cr.dlt, which w.. not requasted on the Tax R.turn, ..y be requa.ted by co.pletlng an -Appllc.tlon
for R.fund of Pannsylv.nla Inh.rltanc. and Estat. Tax- (AEV-I]l]). Application. ar. avallabl. at the Offlc.
of the Aegl.ter of Wills, anv of the Z] Revanue District Offices, or bv c.lllng the special Z4-hour
answering s.rvlce ~bers for for.' ordering: In pannsvlvanla 1-800-36Z-Z0S0, outside Pennsvlvanla and
within local H.rrlsburg are. (111) 181-8094, TOO' (111) llZ-2ZSZ (He.rlng Iapalred Only).
OeJECTlONS: Any plltty In Inter..t not satlsfl.d with the appr.I....nt, allowanca or dlsaUowanc. of d.ductlons, or a.......nt
of tax (Including discount or Inter..t) as shown on this Notlc. .ust Object wIthin sixty (60) d.y. of receipt of
this Notice by:
--written protest to the PA napart.ent of Aevenue. 80ard of Appeals, nept. Z81021, Harrisburg, PA
--.Iectlon to have the aatt.r deter.lned at audit of the account of the persDRal r.presentatlv.,
--appeal to the Orphans' Court.
11128-1021.
DR
DR
AD"IN
ISTAATlVE
CORRECTIONS:
Factual error. discovered on thl. a.se.s..nt should b. addr.s.ed In writing to: PA nep.rt.ent of R.v.nu.,
aureau of Individual Tax.s, ATTN: Post Assess.ant Ravl.w Unit, n.pt. 280601, Harrisburg, PA 11128-0601
Phon. (111) 181-6S05. S.. page 5 of the bookl.t -In.tructlons for Inh.rltance 'ax Return for a R..ldant
necedent- (AEV-ISOI) for an axplanatlon of Ddalnlstratlv.ly corr.ctabl. error..
If anv tax due Is paid within thrae (]) calandar aonth. aft.r the d.ced.nt'. death, II flv. p.rcent (SiO dlsco~t of
the tax paid Is allow.d.
DISCOUNT:
PENAL TV:
The IS:iC tax .anasty non-p.rtlclpatlon penaltY Is coaput.d on the total of the t8llC and Intere.t a.n..ad, and not
p.ld b.fora January 18, 1996, the flr.t day aft.r the end of tha tax aan..ty p.rlod. Thl. non-participation
penalty I. appealabl. In tha sa.. .annar and In tha tha .... tl.. periOd as you would app..l the t.x end Inter..t
that has ba.n a......d .. Indicated on thl. notice.
Int.r.st I. charg.d baglnnlng with flr.t day of dellnquancy, or nln. (9) .onth. and ana (I) day froa the data of
daath. to the data of plly.ant. T.xe. which b.c..e delinquent b.for. January 1, 1982 bear Int.r.st at the r.ta of
six (6:iC) parc.nt p.r annuli c.lculatad at a dally rllte of .000)64. All taxe. which baca.e delinquent on and .ftar
January I, 1982 will b..r Intar..t at a rllt. which will vary froa caland.r yaar to calendar y.ar with that rata
announc.d by the PA nepart.ent of Aevanu.. Th. applicable Inter.st rata. for 198% through 1991 ar.:
INTEAEST:
!!!! Int.re.t Rllte Dally Intere.t Fnctor !!!! Inter..t Rata D"lly Interast ractor
1911% %0:iC .000548 1981 'X .000241
1981 16:< .000"18 1988-1991 U:iC .000101
1984 IlX .000lDl 1992 .. .OOOZU
1985 U:iC .000156 19']-1994 ]X .000192
1986 10:iC .000Z74 1995-1991 'X .0002U
-"Int.r..t Is calculat.d .. followSI
INTEREST = BALANCE Dr TAX UNPAID X NUNBER Dr DAYS DELINQUENT X DAILY INTEREST rACTDR
uAny Notice I..u.d after the tall b.co." d.lInquent wlll raflact an Int.rut calculation to flftll'" (UI dllYs
b.yond the data of the ."....ent. If pay.ent I. aade attar tha Int.r..t coaputatlon date shown on the
Hotlc., adcUtlonal Int.re.t aust b. calculat~.
JRD/June 30. 1992/17858
REGISTER OF WILLS
Cumberland CDunty CourthDuse
One CourthDuse Square
Carlisle, PA 17013
NOTICE pURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative PI\'l'RICK I\ND EDWARD ERNF.
Counsel :
RE: Estate of EDWI\RD W. ERNE
I Deceased, Late of
l-U1MPnPM 'pWD
Estate No.: 21-1996-367
Date of Decedent's Death: AUGUS'l' 15. 1994
Pursuant to Rule 6.12, the above named personal repTesentative 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 fDrm, 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 OrphUlS'
Court, 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 determine 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 9-30 . 19..,2;7you are hereby
advised that a request will be submitted to the Court in accordllllCCwith Rule 6.12.
D"" ,.,.." ~~.~~
Deputy egister of Wi s
Distribution to Estate File
STATUS REpOll'r UNDER RULE 6.12
[.. " ' .-
Name of Decedent: ~\/ (:t,' "
.. . \." ~ ..
Date of Death: '/ .-, 'f
t. 1''0 / If'
,
Will No. Admin. No. )/ 1'1 f(.
., .-.
,~~ /
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 sepal-ate Ot'phans' Court No. (i f any) for
the personal representative's account is:
c.
account informally
Did Lhe personal representative state
to the parties in interest? Yes ~'
,
an
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 i:eport.
Date:
/ (.i / ~ / r 7
. I
/)
# -/ .
-~rt. 't.I'c" L
I)' ('
/":Ii I. '
Signature
r;,fj if;' 1/." ( I,,~
Name (Please type or print)
1(,. (. '~
Address
, /
1:., .t ~ r; /:" (/
J
I,
,. '. ~- "
(/17) '1.::J' 'I'; ;'
Te I, No.
Capacity: ~personal Representative
Counsel for personal
representative
( MAil: rmf IAM3)