HomeMy WebLinkAbout02-0649STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date ofDeath:
Will No.:
2O0 z_
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:
Date:
1. State w.w~h~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 r~e 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 r__~rese..~ve state an account informally to the parties
in interest? Yes ~ No [--]
Co
Copies of receipts, releases, joinders and approyml~formal or ~
informal accounts may be filej:L.with the Cle~lfof tile. O'~phans' C~urt
and may be attached to this~ep~. ~//~ ] ~
Name
Capacity: [-] Personal Representative
['-] Counsel for personal representative
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of lJC"'NA G E::i2-N '01 No. ____2-' -02 - to4"
also known as To:
, Deceased.
Social Security No. 17.3 -.]:"; - ,~ I '7 'j'
Register of ri'ills for ~tA
County of . :i<ArpF . N D in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age o~ older an the executor'.....
in the last will of the above decedent, dated 17 ' V N G
and codicil(s) dated
named
"t9'"'"~1(l'z...
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
D~2endent was domiciled at death in " .),~\
~ ~ last fam~ orlfipcip residence at
P-t-IANIc..'1 \.l G 'I
(list street,. number and muncipality) \-tAI.1t-\.f Ot N ~\N
/: (' J' ~ '20,,2-
Decendent, then l.{': C i,ears of age, died Z I \) t-.: f . ' 19 ,
at \-\OL'1 S\?)l1. \\ m<:> ,/I\\. I C \l VvI !:'leil I\""':'\) CC0 f'-J \ "\ (/A .
Except as follows, decedent did not marry, was not divorced and did not have a chili! born or adopted
~fter execution of the will off ~d}orproba~; was ~ot the ic im of a killing. and was never adjudicated
Incompetent: MA(I.fl.I ~f) I P((,?'Y L. c:(('N~ q ~,( IlL
LY\N 'b
GOO
o
ounty, Pennsylvania. with
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(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: ~
WOf, C'.0G\J I'-\Oy~~\), IV\~"-Pt.:N\,,:; \'-,\)i(,(, PA \ (0") t)
I
WHEREFORE, petitioner(s) respectfull~equ.est(s) the Ilrobate of the last will and codicil(s)
presented herewith and the grant of letters'll" '\'(X\iv~''v.:1
(testamentary; administ lion c.l.a.; administration d.b.n.c.La.)
ED C'OO
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEAhTH W' ImNNSrL VANIA I ss
COUNTY OF ~!k'~':J:S,i\\)CLL.{'j J
Sworn to or
hefore me this
affirmed and subscribed
18th day of
r,
Register
ents in the foregoing petition are
s and th~ as personal represen-
ter the e tate according to law.
:\.-_0 <; 1<: '"
~.
N ~
"
~
~
The petitioner(s) above-named swear(s) or affirm(s) that the sta
true and correct to the best of the knowledge and belief of petiti n
tative(s) of the above decedent petitioner(s) will nd ~ruly a
:'^ .
Il -it..;-3
No. 2/- 02-LDL.JQ
Estate of
OONNA G ERNST
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JULY 18, 2002 ~, 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 6-17-2002
described therein be admitted to probate and filed of record as the last will of
DONNA G ERNST
and Letters TESTAMENTARY
are hereby granted to BARRY L ERNST SRT
l
)1;'
FEES
235.00
45.00
18.00
5.00
303.00
Probate, Letters. Etc, ",',",'
Short Certificates( )"""""
~,~,r::ij.,P\l.gE!'?"
jcp
s
s
s
S
TOTAL _ $
7-18-2002
'maned' to 'exec '7C- 1'8":2007' , , , ,
A TIORNEY (Sup, Ct, J.D, No,)
ADDRESS
Filed
PHONE
II'iHIIS RF\")/,%
Tllis IS to ccrtifv that the inform~ltion here given is correctly
Local Registrar.' The origin'll CtTli!'icate will he Forwarded \{l
copied from an original cerriflcate of death duly flied wirh
the.""ratc \'lul Records Office f(lf pernuncnr filing.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for rhi~ (crtittGltc, $2.00
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Local Registrar (j
JUL 0 1 ZGGZ
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COMMONWEALTH OF PENNSYLVANIA. . OEPARTMENT OF HEALTH. VITAL RECQAOS
CERTIFICATE OF DEATH
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1008 Good Hope
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FAJHER'S NAME IFuSl. Moddl. l-aSl)
John F. Gorski
l1b_COunlY
Cumberland
S''''TEHlf''UMllER
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METl-jOO OF DISPOSITION
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MOTHER'S N.....ME ,F""' M"l<l~, M..I<lOlfl S.'-,oollT1d)
It. Virginia Butler
lNI'OflMAW.T'SIoIA\llNGAD\)1'lESS!St,,,.,,C,l)f1Own,SIlI'd.Z,pCo<lel
~. 1008 Good Hope Road~ Mechanicsburg, PA 17050-2120
PLACE OF DISPOSITION Name uICd",.'.'Y. C,.malO<)' LOC.....TION. C<tv~, Slaa, ~eoo.
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COMPLETION OF C.....USE 1\\1 fJ
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DATE Of tNJUR'f
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.MEDICAl EXAMINER/CORONER
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w&.s CASE REFERRED TO MEDICAL Elt~~NEAlCOA0N0t1
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LAST WILL
OF
DONNA G. ERNST
Zl-O:l-{"/.f~
I, DONNA G. ERNST, now domiciled in Mechanicsburg, Pennsylvania, declare this
to be my Last Will. I revoke all other wills and codicils that I may have previously made.
Article I
My just debts and expenses of my last illness, funeral, and administration of my estate
shall be paid by my Executor from the principal of my residuary estate as soon as practicable
after my death.
Article II
All inheritance, estate, and succession taxes (including interest and penalties thereon,
but not including any generation skipping tax) payable by reason of my death shall be paid
out of and be charged generally against the principal of my residuary estate without
reimbursement from any person. This provision is not a waiver of any right which my
Executor has to claim reimbursement for any such taxes which become payable as the result
of any property over which I have the power of appointment.
Page 1 of 7
Article III
I give, devise, and bequeath my estate, real, personal and mixed to my husband,
BARRY L. ERNST, SR, provided he survives me by thirty (30) days. Should my husband
fail to survive me by thirty (30) days, I give devise and bequeath my estate real, personal and
mixed to my children, 1/3 to GEOFFREY F. ERNST and 113 to JASON _' ERNST. 1/3
of my estate shall be held in trust for my grandchildren, CATHERINE L. ERNST and
BRADY P. ERNST in equal shares.
If any person named as a beneficiary in this Will is under the age of twenty-five (25)
at my death, his or her interest in my estate shall be held in trust under the terms and
conditions established in this Will.
Article IV
Child Beneficiaries
At my death, if a named beneficiary has not attained either:
A. The age of twenty-five (25) years, or
B. A bachelor's degree from an accredited college or university, his or her share
of the proceeds from my estate shall be retained in a separate trust for the benefit of said
beneficiary. I direct that the trust shall be administered under the following terms:
1. As much of the net income and principal as my trustee from time to time might
Page 2 of 7
think desirable, taking into account funds from all other sources, shall be expended for the
health, support, or education of said beneficiary until he or she attains the later of age twenty-
five (25);
2. As much of the net income and principal as my trustee from time to time might
think desirable, taking into account funds from all other sources, shall be expended to
provide a college or vocational education for said beneficiary until he or she attains age
twenty-five (25). Net income and principal may be expended to cover living and travel
expenses incurred by said beneficiary in pursuing full-time college or vocational studies
which my trustee in its sole discretion deems reasonable; and
3. If a beneficiary does not pursue a college or vocational education, his or her
interest in the trust shall be held with no distribution until he or she achieves the age of
twenty-five (25) years.
4. When said beneficiary attains age twenty-five (25) or acquires a bachelor's
degree from an accredited college or university, the principal and any accumulated income
in trust is to be distributed to said beneficiary.
Article V
No interest in income or principal shall be assignable by, or available to anyone
having a claim against a beneficiary before actual payment to the beneficiary.
Page 3 of 7
Article VI
In order to carry out the purposes of the Trust established by this Will, the Trustee,
in addition to all other powers granted by this will or by law, shall have the following powers
over the Trust estate, subject to any limitations specified elsewhere in this Will.
(a) to retain in the form received and to sell either at public or private sale, any real
estate or personal property except that which I specifically bequeath herein,
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
(d) to exercise any option or right arising from the ownership of investments,
(e) to compromise claims without court approval and without consent of any
beneficiary,
(f) to file any federal income tax return for any year for which I have not filed such
return prior to my death,
(g) to make distributions in cash or in kind, or in both, and to determine the value of
any such property,
(h) to employ any attorney, investment advisor, or other agent deemed necessary by
my Executor; and to pay from my estate reasonable compensation for all their services, and
(i) to conduct along with or with others, any business in which I am engaged in or
have an interest in at the time of my death.
Page 4 of 7
Article VII
I hereby appoint BARRY L. ERNST, SR. as Trustee of the Trust created in this Will
and GEOFFREY F. ERNST as alternate Trustee.
Article VIII
I nominate, constitute, and appoint BARRY L. ERNST, SR., Executor of my Last
Will and Testament. In the event of his renunciation, death, resignation, or inability to act
for any reason whatsoever of my Executor, I nominate, constitute, and appoint GEOFFREY
F. ERNST to act as my Executor. I hereby relieve my Executor, whether original, substitute,
or successor, from the necessity of posting security in connection with his duties as such in
any jurisdiction in which he may be called upon to act so far as I am able by law to do so.
My Executor shall receive reasonable compensation for services rendered to my estate.
IN WITNESS WHEREOF, I, DONNA G. ERNST, hereby set my hand to this my
Last Will, on this J.1!:day of ~ ' 2002, at Harrisburg, Pennsylvania.
;t~#_)
'DONNA G. . }
Page 5 of 7
In our presence, the above-named DONNA G. ERNST signed this and declared this
to be her Last Will and now at her request, in her presence, and in the presence of each other,
we sign as witnesses.
Address
<5 J)(~ ndf>( r~) #>yy"'\'\b~
I {7ft'
--ill (
LoC0<j' LaV\p ~O\\("Jp()~,
V,A n(O~
I, DONNA G. ERNST, who signed the foregoing instrument, having been duly
qualified according to law, acknowledge that I signed and executed this instrument as my
Will, and that I signed it willingly as my free and voluntary act for the purposes therein
expressed.
Sworn to or affirmed and
acknowledged before me by
Ji~;viL.. <1". ft)".w..V\o and
It\M r:,oMw;'h_ , witnesses,
this --4!::- day of Cf,--..x.. . ,2002
T ARIAL SEAL
K~.THFRINE A. FREY, NOTARY PUBLIC
LOWER PAXTON TWP., DAUPHIN COUNTY
MY COMMISSION EXPIRES SEPT. 2 2002
Jfh0/.L !J tM1.JJ
DONNA G.JRN~
Page 6 of 7
We, the undersigned witnesses who signed the foregoing instrument, being duly
qualified according to law, depose and say that we were present and saw DONNA G.
ERNST sign and execute this instrument as her Will; that she signed and executed it
willingly as her free and voluntary act for the purposes therein expressed; that each of us in
her sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that
she was at that time eighteen (18) years or more of age, of sound mind, and under no
constraint or undue influence.
Sworn to or affirmed and
subscribed to before me
by ]1l-k.C<-<- f. e"",,-1'lO
and \)L\..<\/\o.- P, D(\a I.("t z...
witnesses, this J "J+'-'
day of !:fAJ' . , 2002
'~~.lcl-CM/
Notary Public '-+---0
: NOTARIAL SEAL
: KATHERINE A. fREY, NOTARY PUBLIC
LOWER PAXTON TWP DAUPHIN COUNTY
MY COMMISSION EXP'IRES SEPT. 2 2002
Page 7 of 7
.
\r
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
bONNA G. E~NST
Date of Death:
2 q 0 \) N €- 200 c
Will No.
Admin. No. 2CXJ z. - OOG:?4--1
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on
Name
Address
BAMY L. EfN0r sa.
(, AM -lite 60'Lf. BENEFICft\rt'j>)
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: 'I /7 ( 0 2--
//) I "".--\ \
( ~ !_~ \ ~
, :xl.J'U~ 'C L__t-,~J\
Signature
Name 2A{M\( l. ceNsT 6(2.
.
Address I 008 ~f) -MCl fF {loA I)
,;\t\CC~lL68\j(2c:' pI)- noSt
;
NO E)<.Ct.PT\o N:'>
,
Telephone orz 70/- 73:5 3>
Capacity: ~ Personal Representative
_Counsel for personal representative