The URL can be used to link to this page

Home My WebLink About04-0909 PETITION FOR PROBATE and GRANT OF LETTERS also known as To: - Register of Wills for the County of ~,40,~%1;,~g~4~ in the Commonwealth of Pennsylvania Social Security No. 193 - 18 - 2 '] 2 ~)eceased. The petition of the undersigned respectfully represents that: and codicil(s) dated l~oruary zb, 2002 named Decendent was domiciled at death in Cumberland County, Pennsylvania, with last family or principal residence at 2'i 0 R-i ~ ~pr ~ n~ ~c~a~]: ~,:,~v~ '~ '1 ~: PA (list street, number and muncipality) Decendent, then 82 years of age, died 09/13/2004 at Green Ridg~ V~]]~=: ]~=wxr~!g: C',~rn~,r~,~ Oc~,~,~+w_ ~ i Except as follows, decedent did not marry, was not divorced a~ ~i~i h~e ~d' bo-r~-or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as foll'ows: (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: $1~900.000.00 $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the l]ist~'will codi~l(s) presented herewith and the grant of letters %esLamentary r-:~ ~ c.t.a;; admm~strarmn d.b.n c tm,) tn'eton. (testamentary; administration :: ' '--~ ' William S. MoVer ~e~,,! !!e ~ PA 17241 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 3 COUNTY OF Q_~a~, ~-,_r~c~ f ss The petitioner(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 petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and guly administer the estate according to law. Sworn to or affirmed and subscribed Xe~~2~ ./~t~''~ before me this -"V~'~ dav ,~f ~ -- ~ Estate Of RUSSELL G. ERNEST DECREE OF PROBATE AND GRANT OF LETTERS , Deceased the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated 3- o~ (,o - q ~, ; q~ described therein be admitted to probate and filed of record a~ the last will c~C~, in consideration of the petition on and Letters Probate, Letters, Etc .......... Short Certificates( ) .. ,' ....... Renunciation ................ TOTAL Filed . J ~ - ~ 5.~ ~ ~ John D. Killian, Esq. ID #7080 . . A~ R Y(u . I.I.D. No.) 218 Pine Street Marrisourg,AD~t~$S17i0i 717-232-1851 PHONE REGISTER OF WILLS OF CUMBERLAND COUNTY, P~ENNSY~VANIA RENUNCIATION AND REQUEST ~ In Re Estate of Russell G. Ernest, deceased. The undersigned, Richard C. Ernest, the named Executor in the Last Will and Testament of the above decedent, hereby renounces his right to administer the estate and respectfully requests that Letters of Administration be issued to William S. Meyer, alternate Executor as listed in the Last Will and Testament, a resident of Newville, Cumberland County, Pennsylvania. WITNESS my hand and seal this g7~ day of 2004. WITNESS: (SEAL) RICHARD C. ERNEST (Address) Sworn to or affirme~ an~subscribed befoI . _ is dayof ~r,.~ ,2004. Notary Public My Commission Expires: (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) NOTE: MARY ELLEN BIELAWSKI ~ Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. his is to certify that lhe information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 10590265 No. $£P 1 5 200 Date 82 Cumberland COMMONWEALTH OF PENNSYLVANIA · DEPAHTMENT OF HEALTH · VITAL RECORD~, CERTIFICATE OF DEATH .~ Russell G. Ernest Male 210 BigcSpzing Road Newvtlle, PA 1724~ Twp R. Ernest William Moyer c~-.~ .-.-.~-..~.O 9/15/04 Cumberland 13895 L Cedar cir. Newv PA 17241 ollinger Crematory Holly Springs, PA Home Inc 15 Big Spring Ave I, RUSSELL G. ERNEST, of the Township of East Buffalo, County of Union, Commonwealth of Pennsylvania, declare this to be my last Will, hereby revoking all Wills previously made by me. Section I 1.1 p~yment of Debts and Expenses. I direct that all my debts which were legally enforceable at the time of my death (including indebtedness secured by any specific bequest), plus unpaid charitable pledges, whether or not enforceable against my estate, and funeral expenses, including my gravemarker and all expenses of my last illness, shall be paid fram my residuary estate as soon as possible after my death as a part of the expenses of the administration of my estate. I direct that the cost of dalivery to a beneficiary of any proper~y passing to that beneficiary by reason of my death shall be paid by my estate as an administration expense. If my wife survives me, I absolve her from any liability for any of those debts or expenses. 1.2 ~.v3~~'~. In the event that any portion of my estate is subject to no inheritance or death taxes or is taxed at a lesser rate than another portion, all death taxes shall first be paid and then the residue of my estate WITNESS: Russell G. Ernest ~':': ~ L~:O[V L- 12] PO. [This Will continues] determined and distributed in accordance with the terms of this Will. Under no circumstances shall specific bequests bear the burden of any death taxes. I direct that all other estate, inheritance, succession, transfer or other taxes, imposed or payable by reason of my death with respect to all property comprising my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid out of the principal of my estate, as if such taxes were administration expenses, without apportionment or right of reimbursement. I authorize my Executrix and Trustee to pay all such taxes at such time as may be deemed advisable. Section H 2.1 Funding of Marital and Exemption Trust. In the event that my wife survives me, I devise and bequeath the rest, residue and remainder of my estate, of whatever nature and wherever situate, in the following manner: 2.1.1 To the Trustee of the Exemption Trust created by this Will, an amount equal to the largest amount that can pass fi'ce of federal estate tax by reason of the unified credit allowable at my death less any amounts in my gross estate payable from other sources to the Trustee of the Exemption Trust by reason of my death. 2.1.1.1 This provision shall not be interpreted to deprive my personal representative of any election, which, in his best judgment, will create the greatest likelihood to reduce death taxes ultimately payable by reason of my and my spouse's deaths. 2.1.2 To the Trustee of the Marital Trust created by this Will, any funds remaining afier the application of the preceding sub-paragraph. WITNESS: lTlfis Will continues] Russell G. Ernest -2- Section III 3.1 Oualifications with Respect to Marital Trust. The following conditions shall be observed by my Trustee with respect to the funding of the Marital Trust created by this Will. 3.1.1 Its chief object is to secure only such benefit of the marital deduction allowable for Federal Estate Tax purposes or any similar benefit available under the Federal Estate Tax law in effect at my death as is necessary to minimize taxes. 3.I .2 If the marital deduction, or any similar benefit is allowable with respect to any property, including property held by the entireties, which my wife had received prior to my death or received at my death, the value of such property shall be taken into consideration in calculating the size of the amount allocable to the Marital Trust. 3.1.3 No property ineligible for the marital deduction, or for any similar benefit, shall be allocated to the Marital Trust. 3.1.3.1 With respect to any non-productive property which forms a part of the Marital Trust, my wife shall have the authority to compel the Trustee to make or convert such assets to productive property within a reasonable time after the request giving due regard to the nature of the property. 3.1.4 Both cash or investments may be allocated to the Marital Trust. 3.1.5 Assets distributed in kind to the Trust shall be selected in such manner that the cash and other property distributed will have an aggregate fair market value fairly representative of the Trust's proportionate share of the appreciation or depreciation in value to the date, or dates, of distribution of all property then available for distribution. 3.1.6 Any property allocated to the Marital Trust in kind shall be valued at the value at which it is finally included in my gross estate for Federal Estate Tax purposes, provided that its aggregate market value on WITNESS: ~Q.I~~I t . . a~.~-"~ ~ Russell 13. Ernest [This Will continues] -3- the date of allocation (plus the value as finally determined for Federal Estate Tax purposes of all other property qualifying for the marital deduction) is at least equal to the dollar value of the marital deduction 3.1.7 The amount to be allocated to the Marital Trust shall be reduced to the extent that my estate would lose the benefits of any credits available against the Federal Estate Tax in my estate. Section IV 4.1 Marital Trust. All of my estate which under the terms of this Will is to be assigned to the Marital Trust created by this SECTION shall be held, managed, invested, and reinvested on the following terms and conditions: 4.1.1 Trustee shall collect the income and shall pay over, apply, or distribute the net income to my wife during her lifetime, in such periodic installments as Trustee shall find convenient, but at least as often as quarter-annually. 4.1.2 Trustee may, considering all sources of income, in its sole and absolute discretion, pay from the principal such sums as it deems necessary or desirable for the proper maintenance and support of my wife in her accustomed standard of living. 4.1.3 My wife shall have the power at any time to appoint up to ten percent (10%) of the principal in her favor, with any such exercise to be only by instrument signed by her and delivered to the Trustee. 4.1.4 Upon the death of my wife, the Marital Trust shall cease and Trustee shall pay over, apply, and distribute all the funds and properties over which my wife had a power of appointment during her lifetime, including accumulated income, to such persons and entities, including her estate, as my wife shall appoint by a Will made after my death and containing a specificzeference to this power. 4.1.4.1 My wife may appoint such funds and properties in any amounts and manner; outright or in lesser estates; in trust, or otherwise. WITNESS: [---}- ' Russell G. Ernest [This Will continues] -4- 4.1.4.2 With respect to the remainder of the assets in the Marital Trust the Trustee shall pay over, apply, and distribute such assets in the same manner, to the same persons, and in the same interests and estates as provided under the Exemption Trust, as if such assets had been a part of the original assets held by that Trust. 4.1.4.3 If my wife shall fail to leave a valid last Will and Testament or, leaving one, shall fail to exercise effectively the power of appointment referred to above as to any or all of the assets to which it is subject, then the Trustee shall pay over, apply, and distribute such assets in the same manner, to the same persons, and in the same interests and estates as provided under the Exemption Trust, as if such assets had been a part of the original assets held by that Trust. Section V 5.1 Exemption Trust. That portion of my estate, which under the terms of this Will is to be assigned to the Exemption Trust created by this Section, shall be held, managed, invested, and reinvested on the following terms and conditions: 5.1.1 Trustee shall collect the income. 5.1.2 Trustee may accumulate the income or may, in his sole and absolute discretion, pay over, apply and distribute all or any part of the income together with all or any part of the principal to my wife for medical expenses and maintenance in her accustomed standard of living. 5.1.2.1 My Trustee shall have the authority, in his discretion, to make gifts out of this Trust to or for the benefit of any of my issue. 5.1.3 Except as provided below, Trustee shall have absolute and final control over the accumulation or payment of income and principal and the Trustee's determination in this regard shall be final and binding upon all persons interested in this trust. WITNESS: 5.1.4 The Trustee shall not, however, make any gifts and any payment of principal referred to in the preceding subparagraph from this Trust to or for the benefit of my wife unless the Marital Trust has been exhausted or the Trustee determines, in his discretion, that it would be more reasonable and prudent to make payment to her from the principal of the Exemption Trust rather than to exhaust the Marital Trust. 5.1.5 My wife shall have the non-cumulative power to withdraw from the Exemption Trust the greater of $5,000 or 5% of its principal valued as of the date of the exercise of the power. 5.1.5.1 This power may be exemised only once in each calendar year and may be exercised only by a written demand delivered to my Trustee on January 31 or July 31 (or the next business day following them if they fall on a non-business day). 5.1.6 Upon the death of my wife, the Exemption Trust shall cease and the Trustee shall pay over, apply, and distribute all the funds and properties then constituting the principal and accumulated income of the Trust to my issue in such mounts, such manner, and such interests, as my wife may appoint by a last Will and Testament, made altar my death and containing a specific reference to this power. 5.2 In either of the following events, the Trustee shall distribute the then-remaining fimds and properties to my issue, in equal shares, ~ stirpes: 5.2.1 My wife survives me but dies without leaving a valid last Will and Testament; 5.2.2 My wife survives me but dies leaving a valid last Will and Testament which fails to exercise effectively, in whole or in part, the power of appointment under the preceding sub-paragraph. Section VI 6.1 First Alternate Bequest of Residue. If my wife does not survive me, then I give, devise, and bequeath the rest, residue, and remainder of my estate, of whatever nature and wherever situate, to such of my issue as survive me by one (1) month, in equal shares, per stirpes. WITNESS: I'~ (~ ~ Russell G. Ernest - % [This Will continues] -6- Section VII 7.1 !./nder~ies~. Ifa person who has not yet reache tWenty-five (25) years of age becomes entitled to a distribution under this Will, then that distributive share shall be transferred by my Executrix to my Trustee upon the following Trust to be administered separately from any Other Trust created by this Will. 7.1.1 To accumulate the net income and to expend and apply so much of the net income, accumulated income and principal of this Trust as Trustee may in his sole discretion deem advisable for the support and education (including college education, both graduate and undergraduate) of said beneficiary or during illness or emergency. Trustee shall take into ~:cn:imd~ratiun the beneficimy's other readily available assets and Sources of 7.1.2 When such beneficiary reaches age of twenty-five (25), one- half(¼) of the than-remaining principal and all accumulated income may be paid upon the request of the beneficiary. 7.1.3 When such beneficiary reaches age of twenty-six (26), then remaxmng pnnc~pal and all accumulated income may be paid Upon the request of the beneficiary and, if such a request is made, said Trust shall terminate. 7.1.4 This sub-paragraph shall apply where such a beneficiary dies, survived by children, prior to attaining the age when the entire principal and accumulated income is to be distributed to that beneficiary. In that case, the remaining principal and accumulated income shall be held by my Trustee in Trust, under the same terms and conditions, for all of that beneficiary's c/fildren as are then living, until the YOungest of those children reaches the age of twenty-one (21) years. Or, if there remains no such child less than twenty one (21) years of age, then the princi al and accumulated income shall be distributed in equal shares to such ~my children as are then living. Or, if there are no such surviving children, distribution shall be to any issue of mine who are then Russell G. Ernest [This Will continuesJ -7. Or, if there be no such issue, distribution shall be to the estate of the last of said children to die, and said Trust shall then terminate. 7.1.5 This sub-paragraph shall apply where any beneficiary of the Trust created by this SECTION dies without surviving children prior m attaining the age when the entire principal and accumulated income is to be distributed to that beneficiary. In that case, the remaining principal and accumulated income shall be paid to that beneficiary's brothers and sisters in equal shares per stirpes subject to the terms of the Trust created in this SECTION. Otherwise, distribution shall be to the deceased beneficiary,s estate, and said Trust shall then terminate. Sec~on VIII 8.1 ]3xecutrix. I appoint my wife, MATILDA K. ERNEST of 61 James Road, Lewisburg, Pennsylvania as Executrix of this Will. 8.1.1 In the event of her death, incapacity, renunciation, resignation, discharge or removal as Executrix, I appoint my son, RICHARD C. ERNEST of 1365 Wild Rose Lane, Lake Forest, Illinois 60045 as Executor in her place. 8.1.2 In the event of his death, incapacity, renunciation, msignatiun, discharge or removal as Executor, I appoint WILLIAM S. MOYER of 10 Crab Tree Lane, Lewisburg, Pennsylvania as Executor in his place. 8.1.3 In the event of his death, incapacity, renunciation, resignation, discharge or removal as Executor, I appoint Wilmington Trust Co. of Philadelphia, Pennsylvania, as Executor in his place. Sec~onlX 9.1 Trustee. As Trustee of the Exemption and Marital Trusts created under this Will, I appoint RICHARD C. ERNEST of 1365 Wild Rose Lane, Lake Forest, Illinois. Russell G. Ernest [This Will continues] 9.1.1 In the event that said Trustee is or becomes unwilling or unable to serve, I appoint WILLIAM S. MOYER of 10 Crabtree Lane, Lewisburg, Pennsylvania in his place. 9.1.2 In the event that said Trustee is or becomes unwilling or unable to serve, I appoint Wilmington Trust Co. of Philadelphia, Pennsylvania, in his place. 9.2 Trustee. As Trustee of the Underage Beneficiaries' Trust created under this Will, I appoint Wilmington Trust Co. of Philadelphia, Pennsylvania. Section X 10.1 ~. In addition to any authority otherwise I expressly grant unto my fiduciaries (that is, the Executrix and Trustees named in this Will) the following powers to be exercised with respect to any aspect of my Estate over which they have legal authority (includ!ng property held in Trust), without court approval, in their discretion, and effective until final distribution of all assets: 10.1.1 To retain any portion of the estate, including specifically any stock of my corporate Trustee and any successor corporation of which it may become a part by reason of merger, consolidation, or purchase. 10.1.2 To invest in any property without restriction to investments authorized for Pennsylvania fiduciaries and without any requirement to divemify assets. 10.1.3 To purchase investments at premium. 10.1.4 To subscribe for or to exercise options for stocks, bonds, or other investments; to join in any plan of lease, mortgage, merger, consolidation, reorganization, foreclosure, or voting trust, and to deposit securities thereunder; and generally to exercise all the rights of security holders of any corporation. v'ITNESS: Russell G. Ernest [This Will continues] 10.1.5 To repair, improve, or lease for any period of time and to give options for leases. 10.1.6 To sell, exchange, partition or give options on terms and conditions as it may deem proper. 10.1.7 Such authority shall include the power to sell to the Trustee. 10.1.8 To borrow money from any person, including the Trustee acting in its commercial capacity. 10.1.9 No asset which forms a portion of a Marital Trust shall be pledged by the fiduciary as collateral or other security for any such loan. 10.1.10 To mortgage or pledge. 10.1.I 1 To compromise claims. 10.1.12 To make distribution in kind and, in such event, to select and allocate funds and property in such manner as in his sole judgment and discretion shall best effect equality to beneficiaries (unless equality expressly not be required). 10.1.13 To exercise all power, authority, and discretion given by this Will until all funds subject to this Will have been fully distributed. 10.1.14 To execute and deliver deeds, releases, mortgages, conveyances, or other instruments necessary or proper for the accomplishment of any of the powers given to it. 10.1.15 My fiduciaries may, in their discretion, surrender one or ail of such policies to the issuing company for their cash surrender value. 10.1.16 My fiduciaries shall, however, be under no obligation with respect to the payment of these premiums. 10. i. 17 To enter, in his discretion, into any contracts of insurance or annuity on the life of any person who is a beneficiary under a trust created by this Will. NITNESS: [This Will continues] Russell G. Ernest 10.1.17.1 All details of any such contract shall be within the discretion of my fiduciaries. 10.1.17.2 Premiums may be payable from income or principal, in the discretion of my fiduciaries. 10.1.18 To take any action and to make any election to minimize the tax liabilities of (1) any trust created under this WiII and (2) any of the beneficiaries of this Will. 10.1.18.1 This power shall include, but shall not be limited to, the power to select assets to be sold or distributed to the various beneficiaries in a manner that will minimize the total income tax of the trust and the potential income taxes of the various beneficiaries of this Will, without the requirement that the income tax bases of such assets be considered. 10.1.19 No beneficiary of this Will shall have any right to challonge the selection of assets chosen for distribution to a particular beneficiary. 10.1.20 To allocate receipts and expenses to principal or income, wholly or partly, as it from time to time thinks proper, provided that this power shall not extend to any Marital Trust. 10.1.21 To retain and pay agents, employees, accountants, and counsel (including, but not limited to, legal and investment counsel) for advice and other professional services without, however, being obligated to follow such advice. 10.1.22 To exemise any election or privilege given by the Federal and other tax laws including, but not limited to, the joinder with my wife in filing income tax returns, the consent on gift tax returns to have any gift made by my wife considered as made in part by me for gift tax purposes, the payment of any portion of income or gift tax due under such returns, the election of the alternate valuation for Federal estate tax purposes and the election to claim deductions for death tax or for income tax purposes; and to make or not make equitable adjustment for the exercise or non exercise of any such election or privilege. ~iTNESS: [This Will continues] Russell G. Ernest -11- 10.1.23 To buy, sell and trade in securities. 10.1.24 To request from the trustee of any trust such funds as may be necessary for the payment of the expenses of the administration of my estate and for the payment of death taxes. Section XI 11.1 Waiver of Requirement of Security. I direct that no fiduciary (Executor or Trustee) named in this Will shall be required to enter security in any jurisdiction for the faithful performance of fiduciary duties. 11.2 Comnensation of Corn_ orate Fiduciar.v. Any corporate fiduciary serving by virtue of this Will shall be entitled to compensation based on its regular schedule of fees for such services in effect from time to time during the period in which its services are performed. Section XII 12.1 Spendthrit't Clau~e Any sums of money or other property, whether principal or income, payable to the beneficiaries under this Will shall: 12.1.1 Be paid over to them free and clear, discharged of their debts, contracts, and engagements; 12.1.2 Not be subject to assignment or anticipation prior to distribution: 12.1.3 Be immune from levy, attachment, execution, sequestration, or alienation until actual payment be made by my Executor or Trustee to the beneficiaries; ;VITNESS: [This Will continues] -12- 12.1.4 Be free from the debts and obligations of the bene- ficiaries while in transit. Section XIII 13.1 Interpretation. For the purpose of this instrument, my issue shall include RICHARD C. ERNEST, JOAN E. TURNER, and CLAUDIA E. SWAIN and their issue. One gender shall include any other gender; the singular shall include the plural; and all powers granted and received shall be joint and several, as the case may be. 13.2 Savings Clause. Rule against Perpetuities. If any provision of this Will shall result in a violation of the Pennsylvania Rule against Perpetuities (Probate, Estates, and Fiduciaries Code 6104 et seq.) such provision is hereby revoked and the Will shall be read as if any portion inconsistent with the Rule against Perpetuities is null and void, but only to the extent necessary to avoid a violation of the Rule. 13.3 Captions. The underscored captions appearing at the beginning of each Section of this Will are for reference and convenience only and shall be totally disregarded whenever an interpretation of this Will is required. [Any text below this line shall be disregarded] WITNESS: [This Will continues] Russell G. Ernest IN WITNESS WHEREOF, I have hereunto set my hand and seal to this the only signed original of my last Will in tlairteen (13) pages, excluding this signature page, this "~- day of '~t~_F//1X~ J . 1996. RUSSELL G. ERNEST (SEAL) Signed, Sealed, Published, and Declared by RUSSELL G. ERNEST, the above-named Testator, as and for his last Will, in the presence of us, who at his request, in his presence, and in the presence of each other, all being present at the same time, have subscribed our names to this Will as witnesses. Witness 511 BUFFALO ROAD LEWISBURG, PA 17837 Address of Wimess R.D. #8 BOX 267A DANVJLLE. PA 17821 Address of Wimess F:\96\WILL~ERNE S T.RUS coMIvlONWEALTH OF pENNSYLVANIA )ss. ) coUNTY OF UNION I, RusSELL O. ERNEST, whose name is signed to the foregoing Last Will and Testament bearing my name, having been duly qualified according to law, do hereby · ed and executed that instrument; that I signed it willingly; and that 1 acknowledge that 1 sign ~(SEAL) signed it as my free and voluntary act for the purposes therein expressed. RUSSELL G. ERNEST worn to and subscribed before me, S_' x~,,,~rv public, this ~ day of (SEAL) Notary public My Commission expires: ~ coMMONWEALTH OF pENNSYLYAN1A ) ss. ) CoUNTY OF UNION . ..... ~ are sianed to the foregoing insmament beanng the We, the Wimeases whose ,,o~ ...... . . __ h;~ fast Will and Testament; name of RussELL O. ERNEST, being duly-qualified according to law, do depose and say that - ~ · h~ executed R as his free and voluntary act for the purpose that he signed willingly and mat therein expressed; that each of us, in the hearing and sight of RusSELL G. ERNEST, signed the Will as witnesses; and that to the best of our knowledge, RusSELL O. ERNEST was at thal . -~-~,~int or undue influence. time 18 or more years of age, of sound mind, an Witness _ _ .~_a ~-f~re me by the aboYe-Bamed witnesses, this ~ day of ~ 1996 (sEAL) Notmy punic FIRST CODICIL TO THE WILL OF RUSSELL G. ERNEST I, RUSSELL G. ERNEST, of Newville, Pennsylvania, declare this to be a first codicil to my will dated March 26, 1996. FIRST: I revoke Section VIII of my Will, in its entirety, and insert the following new Section VIII: Section VIII 8.1. Executor. I appoint my son, RICHARD C. ERNEST, of 1365 Wild Rose Lane, Lake Forest, Illinois 60045, as Executor of this Will. 8.1.1 In the event of his death, incapacity, renunciation, resignation, discharge or removal as Executor, I appoint WILLIAM S. MOYER of 37 Cedar Circle, Newville, Pennsylvania 17241, as Executor in his place. 8.1.2 In the event of his death, incapacity, renunciation, resignation, discharge or removal as Executor, I appoint my daughter, JO .A~,I_~, :..TURNER of 601 Kennedy Drive, Willard, Ohio 44890 as Executrix in his pla~&: ~ ' --4 SECOND: I revoke Section IX of my Will, in its entirety, and insert the following new Section IX: Section IX 9.1. Trustee. As Trustee of the Exemption and Marital Trusts created under this Will, I appoint my son, RICHARD C. ERNEST, of 1365 Wild Rose Lane, Lake Forest, ILlinois 60045. 9.1.1 In the event that said Trustee is or becomes unwilling or unable to serve, I appoint WILLIAM S. MOYER of 37 Cedar Circle, Newville, Pennsylvania 17241, in his place. 9.1.2 In the event that said Trustee is or becomes unwilling or unable to serve, I appoint my daughter JOAN TURNER of 601 Kennedy Drive, Willard, Ohio 44890, in his place. 9.2 Trustee. As Trustee of the Underage Beneficiaries' Trust created under this Will, I appoint RICHARD C. ERNEST of 1365 Wild Rose Lane, Lake Forest, Illinois 60045. 9.2.1 In the event that said Trustee is or becomes unwilling or unable to serve, I appoint my daughter JOAN TURNER of 601 Kennedy Drive, Willard, Ohio 44890, in his place. THIRD: In all other respects, I confirm and republish my Will dated March 26, 1996. I signed this first codicil to my Will on ,flg',dm,~ ~t~ ,2002 RUSSELL G. ERNEST Witness On the date last above written, we saw RUSSELL G. ERNEST, in our presence, sign the foregoing instrument at its end. He then declared it to be a first Codicil to his Will and requested us to act as witnesses to it. We then, in his presence and in the presence of each other, signed our names as attesting witnesses, believing him at all times herein mentioned to be of sound mind and memory and not acting under constraint of any kind. Residing at Residing at COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF DAUPHIN ) witnesses whose names'are signed to the attached or forgoing instrument, being duly qualified according to law do depose and say that we were present and saw the testator sign and execute the instrument as a Codicil to his Last Will; that the testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the will as a witness; and that to the best of our knowledge the testator was at that time eighteen or more years o£ age, of sound mind and u~der~ nj constraint or undue influence. I, ffttg£Ht. ~, ff-~e.~c?, Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as a codicil to my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Testator Subscribed and sworn to and acknowledged before me by ~ bt 5 5e I } ~, ~( n e $~c, the Testator, and subscribed and sworn to before me by _Te~5;eo..~..~.fl~.~4 and }~l~'~,/N.©lSct~ , witnesses, on ~- ~ I~, ,2~2. or'Public~ 4 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEpT 280601 HARRISBURG, PA 17128 0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD O04717 MOYER WILIAM S 37 CEDAR CIRCLE NEWVILLE, PA 17241 ESTATE INFORMATION: SSN: 193-18-2726 FILE NUMBER: 2104-0909 DECEDENT NAME: ERNEST RUSSELL G DATE OF PAYMENT: 12/10/2004 POSTMARK DATE: 12/10/2004 COUNTY: CUMBERLAND DATE OF DEATH: 09/13/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~)63,000.00 TOTAL AMOUNT PAID: $63,000.00 REMARKS: SEAL CHECK//101 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 01/10/2005 KILLIAN JOHN D 218 PINE STREET HARRISBURG, PA 17101 RE: Estate of ERNEST RUSSELL G File Number: 2004-00909 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 01/17/2005 Your prompt attention to this matter will be appreciated. Thank You. cc: File Personal Representative(s) Judge GLENDA FARNER S~ Clerk of the Orphans' Court Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 01/10/2005 MOYER WILIAM S 37 CEDAR CIRCLE NEWVILLE, PA 17241 RE: Estate of ERNEST RUSSELL G File Number: 2004-00909 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 01/17/2005 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court OCI LL\ ~? .~ i::.L~ - \ .' ~ C) ,~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Russell G. Ernest Date of Death: September 13, 2004 Will No.: 2004 - 00909 Admin. No.: 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 September 21, 2004. Name: Address: Richard C. Ernest, Trustee 1365 Wild Rose Lane Lake Forest, IL 60045 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: 1/V1~J p') / DJ 2-oos , Name: John D. Killian Address: Killian & Gephart 218 Pine Street Harrisburg, PA 17108 Telephone: (717)232-1851 ..:r Capacity: _ Personal Representative - ~ ::.: 0.- -K- Counsel for Personal Representative N ....,/ r- H:\~~.'.' G~~~S o \:J ' C:..) Sc::;. L_.-' c.:J L'"o\ 0:: - :~ -, ,-,""7') c.:cJ = c-.l } Lt- C) u..-I ~~' c..~~ ':-' CJ._ : (:.) ~ c~ (-~ 0.- c:~, c=..... (; R\ 0:.:. CERTIFICATION OF NOTICE UNDER RULE 5.6Cal Name of Decedent: Russell G. Ernest Date of Death: September 13, 2004 will No.: 2004 - 00909 Admin. No.: 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 September 21, 2004. Name: Address: Richard C. Ernest, Trustee 1365 Wild Rose Lane Lake Forest, IL 60045 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) . Date: \f/VIJ/tJj / D) 2...oos , Name: John D. Killian Address: Killian & Gephart 218 Pine Street Harrisburg, PA 17108 Telephone: (717)232-1851 .: ..:r Capacity: _ Personal Representative - '-"- 0.- \'.,.. (.J ./ (:c, U__',::_.._ L5 i~~~, '. B~;) D ~ Counsel for Personal Representative N ..--"" ------ -, ~~ C;) ~ "i } '. REV-1500 EX (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 04 0909 COUN1Y CODE YEAR NUMBER I- Z W C W o W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Ernest Russell DATE OF DEATH (MM-DD- YEAR) DATE OF BIRTH (MM-DD-YEAR) 9/13/2004 12/5/1921 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) Matilda K. Ernest 00 1. Original Retum D 4. Limited Estate 00 6. G SOCIAL SECURITY NUMBER 193-18-2726 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 127-07-2272 W I- ~~(I) ull::~ wo..u J:OO ull::...J 0..00 0.. <( Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Retum D 3. Remainder Retum (date of death prior to 12-13-82) D 4a. Future Interest Compromise (date of death after 12-12-82) [j] 5. Federal Estate Tax Retum Required D 7. Decedent Maintained a Living Trust (Attach copy of Trust) L 8. Total Number of Safe Deposit Boxes D 10. Spousal Poverty Credit (dale of death between 12-31.9' and 1-1-95) D 11. Election to tax under Sec. 9113(A)(AttachSchO) I- Z W C Z o lL Ul w It: It: o () THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS John D. Killian, Esquire 218 Pine St., PO Box 886 FIRM NAME (If Applicable) Killian & Gephart TELEPHONE NUMBER 717-232-1851 Harrisburg, PA 17101 o 355,788 o o 124,734 o ::=~FICIAL uSE'~dr.JL Y 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Properly (Sched ule E) (5) Z 6. Jointly Owned Property (Schedule F) (6) 0 D Separate Billing Requested i= :5 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (7) ~ (Schedule G or L) I- a: 8. Total Gross Assets (total Lines 1-7) <( 0 W 9. Funeral Expenses & Administrative Costs (Schedule H) (9) c:::: 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) C~) 0' 1,455,361 1,935,883 (8) 21,267 4,720 (11 ) (12) (13) (14) 25,986 1,909,896 o 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 1,909,896 15. Amount of Line 14 taxable at the spousal tax 448,028 ~(15) Z rate, or transfers under Sec. 9116 (a)(1.2) x.O 0 ~ 16. Amount of Line 14 taxable at lineal rate 1,461,868 x .0 ~(16) <( I- ;:) 0 0.. 17. Amount of Line 14 taxable at sibling rate x.12 (17) :;; 0 0 u 18. Amount of Line 14 taxable at collateral rate x .15 (18) X <( Tax Due I- 19. (19) o 65,784 o o 65,784 !Xl 20. L.::J CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 3W4645 1.000 Decedent's Complete Address: SlREET ADDRESS 210 Big Spring Road Cumberland CITY Newville STATE PA ZIP 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 65,784 o 63,000 3,316 Total Credits (A + 8 + C) (2) 66,316 3. Interest/Penalty if applicable D. Interest E. Penalty o o Total Interest/Penalty (D + E) (3) 0 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 532 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0 A. Enter the interest on the tax due. (SA) 0 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) 0 Make Check to: PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1 . Did decedent make a transfer and: a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . . . . . . . . . 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. OCJ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. OCJ D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements. and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. Yes No D D D D ~ ~ ~ D!l D ~ DATE 6/9/2005 Newville, PA 17241 DATE 6/9/2005 Gephart, 218 Pine St. Harrisburg, PA 17101 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. S 9916 (a) (1.1) (i}l. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. S 9116(a}(1 .2}). The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 9 9116(a}(1}]. The tax rate imposed on the net value of transfers to or for the use of the decedent's Siblings is 12% (72 P.S. 9 9116(a)(1.3}]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 3W4646 1.000 REV-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Russell G. Ernest 21 04 0909 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1.7,051 Shares Exxon Mobil CUSIP: 30231G102 DESCRIPTION VALUE AT DATE OF DEATH 335,099 2 438 Shares PPL Corp CUSIP: 69351T106 20,509 Dividend accrued on 9/13/2004 180 3W46961.000 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 355,788 .t'llStOneUl rncmg lll\{UUY Historical Pricing Inquiry 25704 . EXXON MOBIL CORP Date High Price 09/13/2004 47.680 low Price 47.370 '17. s J,{Al'1 v.. 10$ I Cusip: 30231G102 Close Price Volume 47.500 9492300 3Jr,oq~.'lf Cusip: 69351T106 Volume 757400 , J,v sf? 1 [;./ ~- n<\. 'i'c;? _i'13~ ",//7-- 59416 - PPl CORP Date 09/13/2004 Hfgh Price 47.110 Low Price " 46.540 ft.,~I.\'&'''1 i- 'r'.3~ Close Price 46.680 lo,S.q.) r H4Fl3 . WESTERN Date 09/13/2004 Maturity: 4/1/2014 Bid Price Bid Yield 95.683 .000 Coupon: 4.6 Offer Price 95.979 Cusip: 959897J34 Offer Yield .000 '15. ?-}I AtJ~ X )'0, .00 Y7. C; IS. .Yo The Information has been obtained from sources we believe to be reliable but we do not guarantee its accuracy. Past performance is not Indicative of future performance. http://hpi.worldnet.ml.comlhpilHPITable.asp?SearchType=3&StartDate=20040913&EndDate=20040913&... 10/28/04 ;::S, fA " ... .. fJ (');:;CO .~ ::;- ~.~~g'ga '< ..lll" ,!II 0. (jlllp..n-I: C,o. :lD" On " .~ pl &7"';:;' l!!1: st ~ W CQ il"E~t'l~g. go Cc" ;:l?(II ...._..lD 'C..l/l ::J ~::r~ ::: iu (II )>eDD""::JE o.n .~~.o. s: <eleDr""m ....0.., '. eD:;:o IS '< l+ :rE. :;:0 "0'" Ill_ -l:eDS-a.' &.=3~lJ>r 1ll.,0. (Jl+ '<eD@oo(il o~,<2..n3 ::ro '< 0 ~ ~ 0' cs::.g S "0 .,(Jl m., l(l .:z ;:!l ~:;:o~..... 0"::J~(b~ "!!l.o.'::l() <' " S!!. ., 2i: ~+.~! --lb, -. n E -.g.- III ~<<lln ::! ::r(b"lll .... (Jl<ll" ~ g ~(Jl' P- OUl c S!!.;:; o ::J"C3 ? ::J(b"C8 ~*.:z 3 -l/l::JeD C'Ill,O UI ~ R. :So - ::r s: :;:0 :;:0 C tn tn m r- oIllO ' 0,""0 G') ~ m WeD :;:0 CCi ::z: ~ ~ S!a, _Ill 2l d~ 0"'0 ca:eD' ......:,.., e.g: 2 oct)> octn ~n NO ~a .....z "'p Z, m :IE VI' z ~ "8 ! 2- S' < III C CD OrT1(J)t" <0 l!l.:::r... w-.Q:;:I ;:;:3 ~CQ '.0) ,. lJJ....~=- i.<lllillll lil 0..., * :::J)>@CD 00....- CDo< ~ <::lll C;:O)- ro-C o.ffiCD ::J ..... CD ~ CD' 00 .... nlOs::m$:OCi)(')O ;':;"0 c:..p c 0 Q 0 II) ::r_....c: .., < ,-In <l> -o,'c;: ;:+:E:oo' <l>!!l:::r ~ II) -. 0 . ~ ,.~....... ::l_<l> -...,:tl mg: 00 "n.'. (Il"C II) 3.Q. 0 ' 0).... c: c: ..,-CD CD -.:::J ::l rn'::l < CD Co o(JJ.....~'< 00 ;;:l g po~ )> 0. 0.............. I') (/l(/l....ool') <0 0 CD c: ::l :::J n ..... '< 00 of=' ~ W 0\ .s=- ~ N 0\ . . . ~ ... C>> 0 0) ~ 0 \II \0 0 -.J \II of=' of=' '" -.J ...., 0\ of=' of=' ... . . . ...., ... 0\ .s=- \0 0) 0 w ... w 0) \0 ...., 0\ 0 0) ...... bI ... ...... 0 ~ 0\ of=' -.J\O f . . 0) 0 2" ~ I\) ... .s=- RI .... ... '$. 0 VI <:) It) '6l <:) ...... <:) ~O\ of=' -.J\II 0)"" f ~ I\) 2" .... ...., RI .... ... '$. 0 ~ i il ZOb'-tcn )>::J:::J:rRo cncp iC <D "'0 o s:: .!:t'P 01 0)>0 CD s:: g :1"0 g.3::J ,-tg. ij;@-t Olll" :;:oOO~ C ,UI -<C ~ c:l'< Oc:l :::J _. 0.= t/lt/l og ." C Ii 5' ri III ::r 3 ;t;;-;:o:;:o~ili' :;:I l>> III S'OCDCDxX 0 III S' 0"8"0, , et 5' -3 . 0 mm Ie ... <l>;4.~xX i: VI > II) l>>CD CD og II) Z2:!e:33 III 0 0 Ii SroCD'g'g i == c ... :::J ::o2a:s-"n CD -i g: - "" ~ :S.rt> (bE :;:I "" :::J oo..~""o.. a. ... ;:4.Cl) 00 CD 00 n' 0) Cl):::J_OO a . 0.. .... "" 0..00 0 w iiJ ~ , . !!!!!!!!! - - - . '. =- ~- :~ ..- =..... E "- ~....... .- . , . .. iiiiiiiiiiiiiii . ........ ~ iii' VI 00 ~!t \O.....s=-......II) 0\. , . .s=- 3 . 0)00-.1. _ O)~\Oovq=: ~~~~O)::;. r- III III - VI c>>=i w....~...OIl) po~~\.nf3 ....V1W\oI\)~ O~~~~_ - -...... ..... og ia < 0' I: III N -< o ::11) O....VI ....Ill eN. . . ---'I . ....0\0. m ~~~~~~ ZI: r- oil) III ~ 0 -Ill III C'tl>> :;:I <Die I\) ... iii' < ~CD . . VI l>> ... \ON !t C 'T1 .s=- O~ CD 0 \0 wo\ CD ., 3 a ...., -.10 > 0) -.I... 41 VI C't :::J C't - Cll. <ll 0 ::l C C't "" a: 0 CD ::l III -< I\) -.I 0\ CD VI . . II ... OVlVl .- '" ... \0....0 . 0 O)NO s- o . . . . b 0 CJ ... 000 0) \II o)"-lO l>> III lD .(' lD ~ " -J '-/ ~ III II) - .og o ~ 0' VI 'c 3 3 III ~ ZCo)i::r 1'1'1. "'I"': :!!o.....::;: <fm;:U:r -~a- ~....U)- I""~U): ITI ;:u 1'1'1 _ ~Or-:r >$i""':-- ... C):r ~ m: .f:lo, ;:u= 't z=- CD 1'1'1: .f:lo, VI- 00 -I:r Co) =- ~." -u;s::s::-< ~ &0 ~""-o a O;:U QOOc: 9,10 -:::J"::t: e- W~):iO;:U !Ie: ""-1'1'1'" ~ 1'1'1 VI ';'Ir-z ;:U-l 0'101 ;:uo O'Ic:E> f") r=3: WIIlZ Q I\):::J"OIO I"""m @a:.... == ':J;;:a 3 VI> a clO0 ....:r:r- < 5' ~~ n > 0 C e- o O'I~ 3 < 0 WO en = 3 nl CD ';\1m 0 '(1) ~.o ;:u ~ c ~c: 3 ~I'I'I 0 3 en -I ....., t>> 0 ~ z .~ en ("U Q --- ~ i A E;:U :IE 0-< E~ -Zo E-' 1=1'1'15; . III :;~s:: 3E GI9 0'-< 3:VI~ ~ :-0 VI -I :I, 3c ~-t= A -"" ~ n en o~ ...... ;:0_ \C 0 ~ -I;:a:::J ~ 3 ogcg. . joo!'" 3 >00 QC III -1= :::J ... -, .. ::;J 2 0 2. Q .. ..lo 5' III ~ ~ ~. .i-j n ..0 0 .IX/. in 0 .0 '11I c: i st g ,5: AI )>.n,o !: i III C ;0 ::r 1"1'11I' !fI ::r III ::t n':w!!!. \J1 0\ :I (II (1) ;,:1 ~ :o,::r= n 0 0 n \J1 III ct (Ii .., -" :.(0 n. .C 'JlO/fJ g " '(11, Dl " :I 4 :::s s:: :2. ~ ~ Q ~ !fl 0 "~' tIl eN .a.' ,.... ~ r>. ;:1; :0; 0 0: F N M Ii" r'- (b' #':5:11I : g 0 III: l>> 0\ 5: ~ OJ 1"1 "t:l ~ OiQi' CD ::I CI '< '< 1"1 CI, '- 'C ~. P- o III :::l :::l 0 >l> =:= 0 Z = ~ :I (") (") C (I) (11,1"1 0 (') g s: s:: 9 (II en ~ ;:r :::r = ..... '<CD III a .... ,p;' ~ )> z 0 r- '< CD Q ti:J Q:J - cb r- CD :::1 (J) > 1"1 ....... 0 .... z 0 ~ ~ III 'CD to :I: C ...... CD ll) ll) :::s 0 0 m '< AI 1"1 .. CI "CI :::l ::;, CD (bf .... ~ ,Ill :::J 1"1 .~ 0 " .,., .11I T~ CD 0 QJ ::I )> " 0 UI '1"1 (il III )> r- i-I a.; n C ;:;: l<'O C :5. ~ . \J1 Dl m m n C :I 0 (J) "CI (I)' ~ :~:. ::I "'tl Q AJ m 0 CD F;t CD ~ i-I )> = :::0 2: c: "'C ,.... a. t:::l ~ UI a """ 0 t' ," I\) Q:J ;c' a 0 1"1 c:: (I) " 'o-..J m 0 ." ^ i' III f/l .. co CIl :I ~ :" - .a .... ;::+' ..... s:: c II,) 0 CD i: Cl El 010 .r ffi "'tl .... v.... 0 "T1 iD ., o~ 3 Dl .... 0 El ii" Ji\. Z ." :I co :I ;:0 F;t ., AI ::I s:: en AI .... ~ III -fl 0 3 ~ ~\, .. 0.. + .~ :::0 O~ 'c../ C/) m r- r- 'I' G') )'!tI ~ m 0). :::0 c)' ~ .C/) i-I ~ ....(1) ,3... ~f ~! ~f Cil.' , ~f. i o( ..a. .. !f 'lll .- ~z: p ~ C>> " ~ '\D ~ \ I o 00 ....... ....... 0\ ....... o ~ \0 0\ \0 00 .... o o ~ 00 " ~ \D ~ 0\ \J1 " \D \J1 0\ 00 .... o o :~ ~ 0\ 0\ .-..J' -.l \.11 \J1 " " " ,,' C>> 00 ~ eN ~. ~ N I\) ... .... -..J 0\ ......... 0\ \J1 W - ... C>> W 0\ \J1 '" .... 00 '" ) N I\) " " N I\) 0\ 0\ \D \0 1:1 0 \D \0 ... .... .ji:' ~ . . C>> 00 \D \D ... 0 N I\) .:I:l! 1"1:0 ~1lI ;1 It a. :I:l! a. ~.r1c' 11I"0'.11I !!!i IIITe!; IIt-c ::I ::; OJn-t III ;0 !!!;~st 11/,-- m "Ill "qt"c :1...;3 ~5;;a -CD a. m <!;! !i:;3 C'~1lI CD!.1t a. C .....G)::I 6i'!!!i~ 1II:1'!!!. U1'0:.jij' - "CD a.. m :r)>.U1 ",.l"Ic ~,Q3 CDC.1lI III:CD'1t -c.a.. m :;r >:11I 1"I::I,c 0::1'3 3:c,a CD !!!;'CD . a.. <~ 0'-'" ~!l~ a..:1 - 0\ I\) ~ :\D eN \J1 11 'Ie "- '0 \J1 ~ N $) I$ w $)./=' N.l:; 00\ '- <~ ..c; \D\1I 0\0 \J1W \()\O 1$1\) \,If -HI,> o \J1 \J1 . 0\ 0\0 -..J \J1 I\) 0\ ...../=' VI -..J-.l " "" w $) (,i> N 0\0\ 0\ eN eN flJ9 '11I... .Qi~ ='-. 1"1::1' CDfQ :I:l! < ,CD ariJ III co Qi'CD ~b CD 'CD ~ '0 :1/1 :;t:: :in !l'c a.~ ....0= ai.....,.... c-a CD ,CD "CI:'" o ,CD IIIra it'o = mn ~i ~S" CD co -t i n ~ a.. it Z JlOCD , ~,.,.; On CD'.., l::rCD ..-~'CL-: ;1'-, F;t eN " '0\ 0\ \() \0 " -..J 0 I$ 00 ./=' ./=' C 00 ;:0 \J1 \J1 eN " .... (,J. 0\ 0\ +:' C ;:0 o !!!"'T1;5":(J]; g.:(1) ~ .'0 f,!!!..; CDg. u.:,Q 'CD ~ "'0 0;3 l<Il , '::J'AJ;<1l ( 0';(1) -+lil -+i"-' .,:< o CD' Co :t-~; n:llIiCD' 1"1 11I':1' o;::r-- C :I' =:JlOfa ' ;I'~m: o!!!. =11I: CD:I '<'1"1 CD: :I:l!- n W c,Cl) < .- :~ ... . . :'1'l :~ 6' '3 .~ 3 CI) , III 1:: ,< a a Ql ~ -t :r iii' en i III 3; CD; :I ,II": II) I\) " " .... .... ./=' ./=' \0 \0 -..J -..J 'CO (la,' 00 -..J ~ -..J .... o .... \J1 i c CD l::r it \J1 " 00 +:' -..J 0\ I\) .... ./=' o " co 4=' 0\ -..J \D 00 0 .... " " 0\ :~ 0 -' 0 0 . 0 -' 0 \J1 -< CD" III :t. o I, o III It 00;!!!':i!E"ll, go S::;CD ~:~. C ~)>~g;g., .~ 9g~:~ it ~ c'i"~.~'. " -l~ . (IJ ::::;r" f/l \J1 " 00 ./=' -..J 0\ I\) -t :r iii' VI st 'It '3 ~; '..... -< WVl ../=' (1) III -..JVl 00 .. " " ~ ,!... 0... 0\ 9 -..J.O'I 0 \J1 eN 00 0 OVl I\) S- o I\) -..J ;:~v CIt,_ i - t ..", ttJ !t: l/) fJ) ~. r (;) m ;0 ;2:. /'T1 rn 1-1 :ai .' ~o~ ~. Wlb . U) fA -rn' 0...... dill: "0;'1 ,flO 3 : ~lb1 O.J.' .....; S,; _!!l; ~-~ _&. :2 , CO)> '8; NC. ~a. :j:z p, 8 I ~, II' i'~ ,;, .' '_J. n OJ >iJ ~~: . . . ..0.,0,. ~'~Di' :I:'s:::r;S.S=. ii"CD;O~:; ;j 0. :e. ~ '. :'2' ';,a:bi 3 (0 ~_'i_, ~*i~, ;:1.::;0 'm,iAl' .;~ct, --~,~!' ~.en - C ~ I: III - o' :::J III .... !l! (I) CD n c: :I, ,~ . , ,I\S ,~~\~[~l UJ.CIl 'Z:CIl ;w'.5';~ ~:I CD CD. CD ,CD. I: ._. S "3" ;[~;~!~~~i~;!; qa ,zfB ~-o 2m (;:;t.~. I :: CD ~~ .~. '3 )(~ - ~'::-~f':'~~~~~ ~ ~~ tAIl _~ !(' \,o~Of3 i~"""'~;~::q, ca~I\)~~~~~O ;'~~CD =~ -',0. ..... "0 o.ti:::l. c :~:'O'~o ~<ll' fCD r+fCl)) 3 ,_,c ~..., ,:..., ': ~::!. 0.', * ~0':r3:Q'8.~ . .....0 o. -~~ ~,:E i~ ~b j,a ~:,Si 1O.1ll ,0',::3 ,I: :=rj5.~.'''' >ru :,.....;'_3 ~,s::::~a:~ 'C ii~lg.s:::.o.,~' =~c' :<~ '*CD <:<.31.0 -', ~ ';oki~~ ;Sl.:g . .(jqg.?=;<:S"~ . ij~~!i.l c' tY'"*'"' ,2QJ :::3 g'~(* ~t~~ ~ .~~'5'CIl -.. 10 '< g. ~:~ CIl ..... .'0. - !~-; ;::0,- CD"= 1/)' a. CDiCD AI'''O ~l! ='~ "0= a- <: 0: lb .., -:i .., lb :i! Q. :, o ~ieo..... 5':S-, ,~. :,. _: '. ::.~:;ni 'C CIl .IIl'1!\. 0, .ill..lll,Ill '<) 3, ;'.ii;3;3 ii)CD'j o;~{to~ ;o_,o;;-::T.~-i.JII'V; . ::e ii""C ;jll '; Al ~t'D f=:J" ;:0 ;;I:t;, :CIli.... ~ib~. i~~~cnJ ,o.:CD :0.0 g :5. ,g.ffl '0. , Q.;j =:J . '0 ,0 Q. ~~.~, ~'O:'(D .0(/) ''(1) oj . n'''' ,0. ~ 1E-:: g,'S~ :,.... :~O" O'CD g~ '0 ~c >g~ .... ~ UJe.. 1""1 AI: P'E AI n (") o :c= ~;= 0= (II c: en AI Dl OJ'--= c::= <,CC1 --.I N :0 <II (fj <II Ql ~ :r- :0 Ql - 3' ~ (I) -t o [ m ..Q C ;::;: iD" III ~. '.~' OIl, "-.(N~ ,,'Ie -'Ie .. c~,O\ \11 0' \J1 ...JQ....t. * * -g "1:l :n '0 o' :;lJ "1l o :;lJ > ---l o Z rrll""1 ~.~ :z~.' ;33 UJoo (I)'~~ gr-r-' "'00 -'00 ~~~ UJ t: 0- I cioo .....:~~ .,~ -g -g r- ~ 1_ "- c. , \0 :....... .N \11 ....... --.I 0' 00 ,0\ '00 ", .~. .. \ti;. ~~ ~ ..0 ..0 ~;tJJtco, :'i(,i:~ I\) q N. N C. N, :.j:' .j:'.j:' --.I 0000 :-.....' WW 00 ww w..oN ~,..o N C\11.j:' 'Ie .. '. --.1\0--.1 --.1\000 ~NN -~~ :0\ .. . 00' :.0\' , -' W..oN N:,......,-' \0 N. 0\ 'Ie .. .. -- g~31 ....'1\)\0 --.I.N\11 .. .. :'. 0\\110' .... \0; N ~""'W NNN NNN www x 0' 3: c c: ~ - of (') c: ~ CD ::s .... " o i (:j :::- o' Co. 0',0' -.j--.l .............. -1-' \11. \11 ............... --.1--.1 0\0'\ -(-':' ;r;. A. OJ n c' !lJoen ~,en Cl!: en....c: = ;::;: vj'--.I c;~ n -<c: '1l.... ., o !1a Q,::l .... * m '0 .0 5 3 ci' CIl CD o S ~ '0 .0 ':::J 0' .... 3 S - ;j CD G) 0' 0- ~ :::J 0. .1: "~ ..... "< o ,~ .CIl :=t; 0' . III - 0' :::J ~ ':::J 0. III ;..., :P- en CD CD III Iii ~;- 3 (l) :::J .... CT .Ill o ^ CD :-" OlD)> I I I ':; n:i: O~ a,CD; . ::l III 3~ 5t: III 3:0,' g ~;Ill: :::7:: :.., ---l~CD CD .Ill g.:2. :::J CD 011I 0' 10 '< I I , 5::':;0 III '0.'0. ~..'~{~ iii'g;~. ,(j),~(~t '0' (ii', o ~ii 0" ':::J 'Ill .... '< 00'0 *,',~:"#.~ -;- IG) C,I __I .......--t,11 ~;,:~~:~. ~ '8:~ .3 iii' 3'iii '1: ::l 0' a~ o' :::J CIl en CD .... <: @' CIl OJ 0'0 ~'~:~ ^<- I ' '~'Pi III .CD ~(d _,'C 10 :::J CD Q. o~ ?ft.'*- n1 ...Q c: ~ ....... ,... f"< :=5 (I) ~~ :ct ::s ;U:i 0- "< I1'l (") o ::s o ::t .... (") ~ 8- .., It REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Russell G. Ernest FILE NUMBER 21 04 0909 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Better Homes & Gardens Mag. 19 Refund of subscription 2 Consumers Health Pub Group Harvard Men's Health Watch 3 Refund of Subscription 3 Dow Jones & Company Magazine 110 Refund of Wall Street Journal Subscription 4 FNB - Matilda Ernest 967 5 Green Ridge Village 1,548 Refund from September fees, transferred to Mrs. Ernest's account. 6 Johns Hopkins Health Magazine 19 Refund of Subscription 7 Kiplinger Publications 226 Refund of Subscription 8 Ladies Home Journal Mag 43 Refund of Subscription 9 MBNA Credit card 1,000 Refund of credit balance, from Cumberland Ear/Nose/Throat doctor. 10 Merrill Lynch Bank Deposit 68,923 Interest accrued to 9/13/2004 24 Total from continuation pages 51,852 3W46AD 1.000 TOTAL (Also enter on line 5 Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 124,734 Schedule E (Page 2) Estate of: Russell G. Ernest Item No. Description Value at Date of Death 11 Money Magazine 177 Refund of Subscription 12 PA Department of Revenue 265 Refund for overpayment of 2004 PA Income Tax. 13 Patriot News/GM Credit Card 22 Refund from credit card 14 Pennsylvania Magazine 9 Refund of Subscription 15 Reader's Digest 35 Refund of Subscription 16 Smithsonian Magazine 25 Refund of Subscription 17 u.S. Treasury 255 18 u.S. Treasury 3,099 Social Security Death Benefit Refund of 2004 Personal Federal Income Tax 19 US News & World Report 35 Refund of Subscription 20 Verizon Wireless 5 Credit Refund 21 Westernbank of Puerto Rico CD 47,842 Interest accrued to 9/13/2004 85 Total (Carry forward to main schedule) 51,852 REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Russell G. Ernest SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 04 21 0909 . This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTlON OF PROPERlY INCLLOE TI-E NAME OF TI-E TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND TrE DATE OFlRAI'SFER. ATTACH A COPV OF THE DEED FOR REAL ESTATE. ITEM NUMBEF 1. Automobile - Toyota DATE OF DEATH % OF DECD'S VALUE OF ASSET INTEREST 21,000 100.000 EXCLUSION !IF APPLICABLE) o TAXABLE VALUE 21,000 Gifted to Claudia Swaim on August 3, 2004 2 22,000 Par Bell Atlantic Corp Debentures CUSIP: 650094CJ2 21,750 100.000 o 21,750 Interest accrued to 9/13/2004 529 100.000 529 3 Cash 33,000 100.000 3,000 30,000 Gifted to children (Richard, Claudia and Joan)on January 12, 2004 4 20,000 Par Coco Cola Enterprises Inc. CUSIP: 191219AQ7 25,238 100.000 o 25,238 Interest accrued to 9/13/2004 791 100.000 791 5 34,000 Par Cocoa Cola Enterprises Inc. CUSIP: 191219AP9 44,584 100.000 o 44,584 Interest accrued to 9/13/2004 345 100.000 345 6 26,000 Par Columbia Gas Systems Notes Ser-G CUSIP: 197648CE6 27,664 100.000 o 27,664 Interest accrued to 9/13/2004 567 100.000 567 7 70,000 Par Commonwealth Edison Notes CUSIP: 2027954G8 71,856 100.000 o 71,856 Interest accrued to 9/13/2004 480 100.000 480 Total from continuation pages 1,210,557 TOTAL (Also enter on line 7, Recapitulation) $ 1,455,361 (If more space is needed, insert additional sheets of the same size) 3W46AF 1.000 Schedule G (Page 2) Estate of: Russell G. Ernest Item No. Description DOD Value of Asset Exclusion Taxable Value 8 111,000 Par FHLMC 17 0164 CUSIP: 313401TW1 547 100.000 0 547 Interest accrued to 9/13/2004 4 100.000 4 9 50,000 Par FHLMC 17 0170 CUSIP: 313401UG4 232 100.000 0 232 Interest accrued to 9/13/2004 2 100.000 2 10 72,000 Par FHLMC 17 0181 CUSIP: 313401U58 610 100.000 0 610 Interest accrued to 9/13/2004 4 100.000 4 11 10,000 Par FHLMC 45 0077 CUSIP: 31344DCN9 2,801 100.000 0 2,801 Interest accrued to 9/13/2004 18 100.000 18 12 25,000 Par FHLMC 54 6548 CUSIP: 31354DHZ4 178 100.000 0 178 Interest accrued to 9/13/2004 1 100.000 1 13 1,900 Par Fleet Capital Trust VIII CUSIP: 33889X203 50,255 100.000 0 50,255 Interest accrued to 9/13/2004 836 100.000 836 14 38,000 Par Fleet Financial Group Debentures CUSIP: 338915AM3 41,413 100.000 0 41,413 Interest accrued to 9/13/2004 411 100.000 411 15 60,000 Par General Motors CUSIP: 370442BBO 63,648 100.000 0 63,648 Interest accrued to 9/13/2004 697 100.000 697 Total (Carry forward to main schedule) 161,656 Schedule G (Page 3) Estate of: Russell G. Ernest Item No. Description DOD Value of Asset Exclusion Taxable Value 16 35,000 Par GNM P035021 CUSIP: 3620644E4 232 100.000 0 232 Interest accrued to 9/13/2004 2 100.000 2 17 45,000 Par GNM P037350 CUSIP: 362067QB9 1,830 100.000 0 1,830 Interest accrued to 9/13/2004 13 100.000 13 18 40,000 Par GNM P037400 CUSIP: 362067RV4 584 100.000 0 584 Interest accrued to 9/13/2004 5 100.000 5 19 25,000 Par GNM P041945 CUSIP: 362072TA8 152 100.000 0 152 Interest accrued to 9/13/2004 1 100.000 1 20 55,000 Par GNM P042049 CUSIP: 362072WJ5 719 100.000 0 719 Interest accrued to 9/13/2004 6 100.000 6 21 75,000 Par GNM P126101 CUSIP: 362147AA8 896 100.000 0 896 Interest accrued to 9/13/2004 7 100.000 7 22 25,000 Par GNM P189958 CUSIP: 36217C5T9 268 100.000 0 268 Interest accrued to 9/13/2004 2 100.000 2 23 100,000 Par GNM P353859 CUSIP: 36203NB49 2,021 100.000 0 2,021 Interest accrued to 9/13/2004 12 100.000 12 Total (Carry forward to main schedule) 6,748 Schedule G (Page 4) Estate of: Russell G. Ernest Item No. Description DOD Value of Asset Exclusion Taxable Value 24 62,592 Par GNM P39229l CUSIP: 36205JXU4 2,330 100.000 0 2,330 Interest accrued to 9/13/2004 23 100.000 23 25 50,000 Par GNM P417770 2,194 100.000 0 2,194 Interest accrued to 9/13/2004 14 100.000 14 26 108,465 Par GNM P447202 CUSIP: 36208CX77 10,933 100.000 0 10,933 Interest accrued to 9/13/2004 64 100.000 64 27 90,103 Par GNM P485540 CUSIP: 362094LV8 6,363 100.000 0 6,363 Interest accrued to 9/13/2004 33 100.000 33 28 50,000 Par GNM P518088 CUSIP: 36211NRH4 4,998 100.000 0 4,998 Interest accrued to 9/13/2004 29 100.000 29 29 35,000 Par GNM P525469 CUSIP: 36211WW61 780 100.000 0 780 Interest accrued to 9/13/2004 4 100.000 4 30 40,000 Par GNM P557484 CUSIP: 36213LJ50 8,654 100.000 0 8,654 Interest accrued to 9/13/2004 49 100.000 49 31 65,184 Par GNM P563345 CUSIP: 362135ZJ7 11,134 100.000 0 11,134 Interest accrued to 9/13/2004 53 100.000 53 Total (Carry forward to main schedule) 47,655 Schedule G (Page 5) Estate of: Russell G. Ernest Item No. Description DOD Value of Asset Exclusion Taxable Value 32 60,000 Par GNM P587223 CUSIP: 36201MLC4 25,471 100.000 0 25,471 Interest accrued to 9/13/2004 117 100.000 117 33 2,000 Par Harris Preferred Cap Cor Non-Cum Exch Pfd Ser A CUSIP: 414567206 50,500 100.000 0 50,500 Interest accrued to 9/13/2004 130 100.000 130 34 50,000 Par Hertz Corp CUSIP: 428040BJ7 47,574 100.000 0 47,574 Interest accrued to 9/13/2004 565 100.000 565 35 70,000 Par NM Household Fin Corp BE CUSIP: 44181EVZ8 70,132 100.000 0 70,132 Interest accrued to 9/13/2004 349 100.000 349 36 60,000 Par Hydro Quebec Debentures CUSIP: 44 8 814DX8 80,366 100.000 0 80,366 Interest accrued to 9/13/2004 813 100.000 813 37 37,000 Par JP Morgan Cap Trust CUSIP: 46623PAA2 40,499 100.000 0 40,499 Interest accrued to 9/13/2004 450 100.000 450 38 1,900 Par JP Morgan Chase Cap X CUSIP: 46623D200 50,103 100.000 0 50,103 Interest accrued to 9/13/2004 253 100.000 253 39 Merrill Lynch Retirement Money Market 31,002 100.000 0 31,002 Interest accrued to 9/13/2004 11 100.000 11 Total (Carry forward to main schedule) 398,336 Schedule G (Page 6) Estate of: Russell G. Ernest Item No. Description 000 Value of Asset Exclusion Taxable Value 40 100,000 Par NM Bk of America Corp Sbnt Ser Notz CUSIP: 06050XNQ2 99,011 100.000 0 99,011 Interest accrued to 9/13/2004 1,443 100.000 1,443 41 65,000 Par NM Bk of NY Co Inc CUSIP: 06406JDZ5 63,799 100.000 0 63,799 Interest accrued to 9/13/2004 857 100.000 857 42 62,000 Par NM Caterpillar Fin Serv CUSIP: 14 911QRU7 61,478 100.000 0 61,478 Interest accrued to 9/13/2004 550 100.000 550 43 45,000 Par NM General Elec Cap Corp BE CUSIP: 36966RAP1 45,715 100.000 0 45,715 Interest accrued to 9/13/2004 638 100.000 638 44 50,000 Par NM Marshall & Isley BE CUSIP: 57183MCX6 49,129 100.000 0 49,129 Interest accrued to 9/13/2004 959 100.000 959 45 4,300 Par Tenn Valley Authority CUSIP: 880591300 107,930 100.000 0 107,930 Interest accrued to 9/13/2004 226 100.000 226 46 55,000 Par US Treasury Bond CUSIP: 912810DU9 60,446 100.000 0 60,446 Interest accrued to 9/13/2004 402 100.000 402 47 100,000 Par US Treasury Note CUSIP: 912827R87 100,996 100.000 0 100,996 Interest accrued to 9/13/2004 2,583 100.000 2,583 Total (Carry forward to main schedule) 596,163 + n i=;j" 0 Ill. 5"." i\)- ";. '- ". '- ...... :;:::~""rgo '<' i>>",!e.o. (j~(:).j;.".c: c: ~;;bC') ,., (:)./il (I) ".,-. ^ fIl c c.' l:l :!l C. St;:;: 16.. lQ ::l"Ill~D'" ~i'+r-fJ(I)r () p <c 8. ia', ~'~l2. I< 1iI::I ~rm-f~~ c. ~ l:;.... 0. 3: <~~r+';'1T1 -'0."" ., ~ ~i .-.--;e;;tJ :"l1:::J"Dlll~ "'i:{P;r-S,r- D~;l:l C') 1Il r.. g.<;-i5-...., + ,<'"',.,..1Il,.;... .', (I) III g P 1Il 9" g.l~8! III 1::; 3 < " ~ ,. !!:. .... .... i:l ... iii " .... 1Il ' ~~i i~~ ~a~F=~~ ",' .~ ,lIl n, !!:' ~ 11" ~. S ...._,(1)0.. ;.. ~ ceo &. ;:;''' " "" < u' ~ ::+tomt'> i:1. ::J"lIlMIIl ~ ., 04:: :- p. :. Po" B 't" 1Il.... '.' Illlf'-..... I" a · B . 1ll"Q. , ~~ i ~lIlotp ~ D', ' l'" 0. E ,. ~ u 1ti1' "q ;, ii , t ~nt I'\) ;'R" ~.f,;d ~".;;. -"m A,G!. r;;tJ ~:;.i~ )cn '-I ~ f,; ~; -< wCh 1. .;aa.~ -; -~'.'.a.,. f'.:,., CD i' 3 ' ~~ ! 0::1 , 6~~ ~Cll,i ~:!_. ~ .0 '; ~9- :' ~. ' 8 ~ i :- ;:, i :iz'[, 6"PUl ]P .....,,1\<0 {g ~~" )> 'H~~ pl~~o vS;a j'- ....0,- fij[Btl ~e:ll) ~!i:.'. 8: ~c: l;,~ ObJ l:l _. C. ::: 1Il1i1 ~ ~ :.. " ............... - ~. ~; ~. .~ ;........ .; ~ ::. :. ~ .: i........~ i.:::::CC' ; If '..'" ' . . it. j:j II " ~ ",: iiIi .........'.'..'.....'.. == . ~ , ~, f~ i; ... , f" ;,,0' ...I:ti ~.'. ~ \JI .... ~ I;;", : IN...... ~ 1l='1\)~" w!QOWlNlD l',I\ ~~~ I\) a,. '!D' i 0'; e 91 I\) ..... ,,<.. g!-o~ ~~ ~ t, b. \0:-'. tn; .~~a~~g, ztl~ofn#Ji:r i ::D... ..... 1'. c 1""'..'. '. 01' 9 (t) '!D == , tn!~Wl'1::t ' -z::D ' tn~:L' rrEOfl)r;:~i\ [L~. :t... ~ (;)' ,j".., _. 'fI- ~ ",l!!'; ~mjJt-mif t i:::mr::Dtt-.: StF~~~:b ~ 1:. ~., IJ. tn.,. 8.,. =-.'. ...... ~ Gl;:Q % tI.. :L l;t. I'n: ~ i. t' ~ +4""'- 1~ i: .~ l:e i(n , { ,', " ;g,m:cn:r- ~~i=r;O , itr ~.' ..,P:;:l '...... ;::+~~fQ . ~~~~ .':1 :~ll> ,CD , n .0 .0.+...... CDQ k!~ c: '.Il) !;=i .ll)''-,C, n..SCD . ,g: .ll) "" 'll) 'tJl .... ,~ ~=i -. " '0 lCl: ;'~ ; ....,! 10, rfJ) '.'C' ~3: 13 il. Dl'. ~-<. dof~:~,o"G):o;q ~Et;Ct~:9R~~ ""'~-1_r,..,"';:l-. '''''rUl'.'.=' . "" fO """ Id;,-""" fll> N'-' ,: ""15 ~ \feD ~ (0 '""IlTI~'''''''' .' ''ul~=ri;UI!O'@.'8f'p. ~ ic:, ...Il) ',," '. ....c: <. ' , " :-""',(I);-<;;:l, ,:1 ,OJojO ~ f.(D I ,a., ,i'" '^ :,r+,.__,<" .tJl. cV,.." Jrro' .' '.' i6.s::~;o~; ,UI 'rn~Sfn! , ~l ig: ;~r is': <<UI' :z! '.cD , ;,: 10" a: '2,' 'ci' < AI C CD :;s:, Sill: i; 'S" ,0. i~ '0 .. >f/I \0 \0 ~ ,. -...1.0\ o :00;.... 00 '\0.011 .~ ::i'~::. If ~ $"( ltJE ['< .g -.. <bin OST 3iD 1 CD :Ill .... ~ S' ID ~ ~. .~ ,. ~ ...... ;.\O.'-_...A;' : \JI .\JI\O:. o -...I'(N" 0\ (N.W 00 0:00 11 1::. E ~,' ~lS"oc:: _:r~~ r!!. tn. mi'. i ""'mt"' lneE flUll ~~i... S2 13:1= i). ~' o 0' :3 !: fI) o ;:Q, oj;'. ' f ~ b ~ c I, ~.:. ~; C ~. if-.. 'l-' ~ 0, QQ' ""i'-. ~ jiool. ...,.... w ~ :si~' I""'...c r-~"'fI 00 i>~!5: J-' itnl 4:0.... "t'E tii o tf t- 'b\' ~ij ~; " It' ::r t.J' )>~b c .... 5 ;:J i Q "," .... :; 'f ~f ~ ~ ~l!Jt ~ '1 t ;.J .!; ~~, :10, P;;Q , . ~g , " '!~' " .' '~ ,f,,~ ~m ~ ,r, <<Pif;d ~ ~nf $1 ~~ 1 ~!!t' ~1 ~ \1 "it t 0: ~ ~Jd ~S' c ilD ,~ ~i r q>>::J, > *:~ .....~ II: !-. ~ ~a~ 2 ~; ~ i\) '\11 ,..~ o o 9 )>r>m i:, i:, 2:: ooF ~~~ ~~,', ~,', Oti~ z.,." co ""~b ~~~ &1~~ J'..~ "r-'!5 ~,'.,',. ~,'" '~"""" ~ ~ ~ ; g~ "; '- ?~ , " ~ ii, OI):J?~ fa ~ ClC " .::I.f G:i:;' fD!-J. ~ +a ~' '\'... .... 00, '\'... ~ ~", ~ m (,.,' ):. ~ i!:! ~:a::'i:i:li'- o 1'"'"" ',,',',' 0, "', ~ :IQ~i:,: ~ #:!t:!r>rS~~ Il-lN;i:lo., NN~. iTlfnP1; tnllJ6. tiP~,PP.... i::::1'n~ li(=nto )>~r ~J>r ~~, b ~~,' ,FE '~f ,,~'o ~'I~,,'.' ,~".",' ~ ~ ~.".',.'".' ~" ~ t~P'> . ~ ~..~ " ~; , ; , ' , Ii. ;' ,., ,< (;) ~,: ~ \11 "i.-.. 'C ;.,..l l)I) ... o g ~~~ a~~ N-..... iTl~N o e ~m*'" ~lJ>o rg c, ~c.. b m ' ; . ~ ; b~ , . I\J j\J~p' ~ ~ !\J",i;n Ul'. o. W'. fgl \J1 o ~ o o o G') = :1 :i CD ::I ''It AI ~ r,' :a;. c l6 '" ! of ~ p fh m I g C i;' ! tt ~. g ;,.,. l:J c ~ i. 02'.. .... .... ..... , ... o o C:L N ?' (:) g ~~~ )>~! ~" S~ ~8~~', N, ~l!-" NN IT1 l!" mm P. e OPb ~,',' m,. In, ,ii:::,',~, !""',' ~!j>;i:lo. lJ>fe' EOi E~b tnB~tn~o '" !rh,O r ~~ '< :l- t' : ~ N i, e~,,' ~,,' .', [;,' e,'" Po! I;;;i. N~ln ~" bl ~~' ~,' ',' ~; ; -~- ~ ,- ' ,," u.' . u' ...., "',,"'" ',' b". " 0: 0 ~~~ b0i: ~fr ~~,~ ll9o~ ~~~ i)> 1i> .'.' rO: cH.i-" iTlO~ ;O~ . p~ i.og.... ,w", P.!" P",",'" Co~/ ~.~ .J>" ~, 3>~ i:t: 00 M,'., !;Q HH j;H~ PO K~, ~8: ;;0, p '0 8h... iI,.,a..,... (:0 ..". ~. o t i N , " ~ ' N oj' .... CIO "-l t 0 , , .' ,: do .;0 ~; == !;;;;;; ~. ~ C t ~. : . <k i~ ) .... ~ """"",,-,' Ii/) '"-l > ~ . . -a>i =n lDn S' 2201 .... fA.!.[ .... l\) Ii/) ~ N .j::' CIO m -a>lii ..:... 5=f N ~ Ii.i ;J \0 .... l\) \,11 .... .j::' l;() ... \,11 Cl\ ~ N 0\. N \0 "'-l eN VI .... 0 "'-l ,..,I ,..,I ,..,I CIO CIO CIO 00 CIO 0 .;0 o::S(l; . " . ~ ~ID., w N N \0 ~ 0 0 0 0 CIO 6:m 0 "'-l 0\ \0 CIO VI 0\ "'-l ... N - .... ' t t I E : ~ f Zi: ~ It ~ ~ f" . ~ ! ~ i ,J'f". . , ! f i j j ~ 1 f = , \ ~"tt I ~ II~~' ~ J, ~ . . ~ ~ ~IHa~ ""~" I.. J..R I , l tci ~ l'm l It i;:Q ; \pi. ~~ I :lP i ~ ~ i .. ~ ~ i i " Ie ~ I ~ I ~ I, Et ~ i ~ ~I if' II 1':3 , t1"l ' ~I; I I !{ ~'8 I . J . .< '> if , . I I ~ II III ~ ; . ~ 'J'.'. ~ . \, , -, ~ 2 ~,; ~~ ~ ~\ , " = i t ~ 1: :i , t ~g bQ J~ i' r:~ ~~ ';R !1 ~q, , CD ~m e ,,;0 , %. 1!m I,; ~ , f 6 ~ ~ ~ ~ ,. ~f :!:0!' ~t~ if' ~il 'iP~~ al~ !:f ~.~.. i ~ ~ ~ lJ iI c o I I>> C!: ;. ~ m o = Q. en :j 0\ N .. o b P l:\) 0\ oJ o o o O~~~~ ~8~~~ E!:9~01t .... *<. )~. "., ..- z: '.11 QJ rr.~~ii> ~eI\,)6.. (;) -ls;\>>t ho'. tV ~.. in enl\) 1'< ~Ror.n tn ',' 79 ~ SIP s:: ~~ en ;o.,j. Q) l:\) o ...~ () g '0 " :: ~ ~~~~g ';"'~"o:ro~ 7i!: jK y" m h ~ r ~.. ~.: 12. Cl>'ilJ)>p %N....-l/in ti.. ; 9" l"Ji Z 'C/)I\)O,,-, (')$lOObi'n o ~.' ltl m ~.' (j).. OJ "'U t.I;t>. m~ .... i!;en .... ~m ~ :tiC/) o r'n co C/) '!oJ (:) . (:) (:) (:). "" ,f:' "'~ o (:) ~ ~~&~~ lE~~~h j'eq, t...1S1 0 ~t~~~ fi~~1o~ h(JJ~mH otl\)tr1 C/) '.' 1\)' ~ tt:a>; ~ in f}l 0\ o '0 g ; ; J t> o8~P~ I~~m~ ~~' t!... 0' . fn~. i ::' i::;O t: i~4.~&l H'AY" m :; ~tv' r (')"'"0 0;:'91\) . (JJ):.~ tit ' b...n (0' ;,..,. p ~ -' .. o o o 0\ VI . o g , sa.... S~.' ~t:~F r;- . . b:I K"'UQP' Ll1<fo ... ,. ", f)>~:) Z t~~.; ~.' goo..... ""'~oP l, ~ m~ ;t>l!!Dn' (\~7-l -l m ~fJS~ ~~~~ !:<t~. m K.,: ~~. E ~_)>. IZ. '.'1',' ~ C/)i'<.r rn' IITl ..... ". ',:. l": t' M. ~. ' c; m it> , ~- letn;) r- N ro" S;~i' r ~'in~E ,; p. ~ o. t ~. - llU.' .....' C/)~')> ; ""',..., ~ 1;1 ..;.... .... p. '.v. '._.,. IV m "" ,...... ,'", :i, :;...... h lI> j:O; i: '~tp" .,... , ~'. .' ,D....' m.. ' ;. ;:0 I'll , H' ", IiO rnHOJ K , " , tn ~~~~ ot5~ ~:'Poc: fI).o,((I)(p ':' (:) c iT1 :PQ) lI: """:t:. 0 C/)o....r $lO~(np 'io~~m ~J!!{;)~ :><1',)(') ;:0..... t.)... 0 )>';:0 +I' "tI m . , \XI m g>> i. 4t b m ~ i g " 5 .~ .ioj.t- oo~~ %Ci~ :I!i~ i-' f~ ., ;j I i. N VI ..t- ... 10 c.. 0\ "" . 10 GO (7'1 t 0\ ~ .' ,f:' GO ,f:' I\) GO "joJ ... "-l N 0\ VI e N iO "" l: l: VI .r: 10 00 ... l: ... 0\ !>> m l: ... I\) VI I\) "" "" 5"ti . . . " " " " nil l: VI GO 0 0.. l: VI Oc IS 10 GO ,f:' 0 b .r: BIl!.;' 10 10 0 10 N ~ D. """ 0\ 0\ 0\ 0\ VI i"n VI -<P .. . . ~ll ... "" '" 4=' N 0\ I,J1 VI .l=- N VI 10 "" 10 "" "" - ri i ~ " ~ ~ I , J II L , I i ~ , lit ClCIIl! "I r ~ 't, .It ]i Iii 'C-ill j~ d 2 ij ~ il" ~~~~~IP' lijlllr ~1,~lii .~ ~I~f ~ ~" Co j~~i~L& ~~'j'Clo jlll" , .~ ;; I II ~ ; II~I..!~~ 1:1,' i I I ; I. i I. II I! r. r ~ ~ I ij i ~ 1 I i I : f ~ < l\ ~ ~ 'J!' t !~ ~ ., ~ ~.' ~ , ~ ~ f ~ ~ 1 ~ ~ ~ , ~ i I " ~ i ;1 ~ j ~. i: 1+1 I ! ~ ., Iii I. ~ i t ~ j~ I ~. C! E * ~I U !3 I fll~ I If f, , ~ f, ~ ,..;m, . ~L:P~ , ,oJ ',OJ. iq ~;:Q )0 ~cn , ;; ,ffl ...~.), "R ....... t. ~, N" r ,~ .1 'l 1 Cl, 210. f rrt ; ~ ";:0 t ~ ~21 ; ,m 1 1iVl i-i :::l C't (I) ., CD, m ri .' ,. , ......; - ...- -" ;::i':1,:::l' :::l' 'lt~~~ "'I:"" ., ., CD CD'. (I), CD rtf In' m. m C'tl"l'C'tC't o. . ~ ~ " ....cb' i. i ~..' ..eD ' !....13 :.'. " f; \ -Ed seeD ~ ~2. i ... ClI /: ......Q.!j o ~ ' .p.: ~ ~ = i-I':. ,.,:......,.' ,. : CD ,$ 03' i7~ CD:;?:: 1.: 0:<. . ~ '- -". - -'. el: ~.'. ~. "" -.i.'. "'Tl~', d,. ~ ~ d~. -i.i, d.. Z~~== '21.-\00' !zc 3;. c." 0: O!J :J~:";.::t 3;~ C1 0: , .:::O,:xl. ~ ~....' . ....' I"'l 3\:1 ,...., u)ll ;'"'C!-'l4'qO.O'"'C!..;.J,Ch.~aO' " ~,'~, ~ ~ ~.;..'.~..'~~,' ~,~. S;. g.. l,$o' t:l F -S \\ rJ -.i d M' "~ ~ 0:. ; ~"'. q q,. ai.. M. M,' ~.' d 3. '.'.',. 0'" .....1 0' Vf....CXl. " Ol"l'l '".' ~,'., "" cd.' .;;(.... ~.; ,'.,:. '.',,' g".,' . ~." 2': ,~ ; -i -. co' eO', "'-" .g " ,--0,. .' ...., -" ~d ., '. .,..J,' -4' .1'1 0, 1'Tl! "rJ <It N; ":5 4~ ..' (" )0. ~~ ~ .. , ..f 0: o. 0 ~, 0: W'., I\) \\:J ',~.:, '\Oi$j.\O~~ ", ~ en : I$ 0, j1tt~~~ :'i M ,cd....lNl .NN: " ,en ~c'Oil'\,Jjd'Od ; .'. \0 ..i N' ::::i. ::::i. I\) w: '..JiW;oXoXdN , ~ " ~. ; 8 if ~ ~ '. . , , - ~, .........~ ~R~ ! ' 1~.-,'.:. I ' . . . 0' 01, e',", ,0' N d2 0; :5. ,",a. OeD '1\). :I a. III, t:l of :I a. -' ,:I 0:1- 0; CD. ;2,ca ... III. O"t :::l c1' (I) ., (I) ln C't ,a;. := Q is' CI: ',0 :; """ o U l!"'" o .... I- 0' :1 CC "V o 1;1 o . '. . g: ',* ^ ;~ f> . , (fl [~i' c: E' '.' ~. tlltilfE ~~~~ ....t:i~ ." ~B 0 f, il f o g.:;; 0. 1\ln, 00ft+ iL " III ... \II .' ~Sll :' i~. (fl" ~ po2"#l , tlJ' ~tG> tD'i 1II!lf , (I) " ~... " j IE> 0":'-... fl E~' , l" ttr" tl~ Ii 1.1 f~ ~a:: fi~ Iii i ,; i ~r, i a r'.l.: 3 1"), ".'. ;, :~ ' ... -" -g'" ~'., ~t. ~ ttrl>>> " -. 1>>..- '" ~r--ilS ~ ~ leO, E: ;;' p. D- Iii' n, 0' s::~ a~; fn ~ . 8" 2, ~ leO, 'il, · g* g o o ."tI.., .~H, ',."" ',.H C c, m H' in;Z: g,. j:>>:!2= (Fl'.""".' ~~..' ~ ~~F~F [~~~~. ~ ~ E;'" CH -H V. '!I: ,:r: H P 0 (J ?lJ 8! ~ ~.. ~ (r.lt:JfT1 'I\J In,r- ,.0, '~C!:!.,. ~" ~ ~. Fh ~~~ ..," (iV, r-' ro '~:i' .....~~ [UlPr- I\J 'tn ' ,Cm1H c(.o).' '~. ,;0 I\J 'C " n 'en c' H ~' ~ t:l, 4=' I\) .. \e; ~ 0 o ~ (;) '-' () o .,. '0 o ~ ;S' OJ o , ,,':I r-J,' E' a... Ohi It! ~L ' '~;z;., i!TIH {BH , ~, ~"' , IT! ,NO" :0. wm 1\)l!1 n en CXl g c: :::l C't (I). ., CD, me C't ~ Q:\ \D b\ N ~ ~ .. ~ .. .. .. 01 t..l \0 g ~ N .." b\ 0\ d ....I 4=' 0' 4=:'" '9 ..... .j N V! V! ./=! .~Ol 0\ ~l . '. . i. 0 i5\d~~ N 0\ V! \Jl ~ 0\ \0 V! . . N \0 \0 W ....., \D -4 CN t..l w w REV-1511 EX + (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Russell G. Ernest FILE NUMBER 21 04 0909 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. 1. FUNERAL EXPENSES: Cheryl Tritt 75 2 Egger Funeral Home 1,065 Total from continuation pages 567 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions 5,000 Name of Personal Representative(s} William S. Moyer Social Security Number(s} / EIN Number of Personal Representative(s} 160 - 26 - 9998 Street Address 37 Cedar Circle City Newville Year(s} Commission Paid: 2005 State P A Zip 17241-9483 2. Attorney Fees 12,233 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 967 5. Accountant's Fees 6. Tax Return Preparer's Fees 650 7. 1 Cumberland Law Journal 75 2 Killian & Gephart 20 Total from continuation pages 615 3W46AG 1.000 TOTAL (Also enter on line g, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 21,267 Schedule H part 1 (Page 2) Estate of: Russell G. Ernest Item No. Description Amount 3 First United Presbyterian Church 100 4 Green Ridge Village 233 5 Lisa's Floral Shoppe 135 6 Rev. Vernon Gauthier 100 Total (Carry forward to main schedule) 567 Schedule B part 2 (Page 3) Estate of: Russell G. Ernest Item No. Description Amount 3 Merrill Lynch Bank Deposit Act. 175 4 Merrill Lynch Estate Checking 275 5 Register of Wills/Cumberland 15 6 Sentinel 150 Total (Carry forward to main schedule) 615 REV-1512 EX + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX REiURN RESIDENT DECEDENT ESTATE OF Russell G. Ernest SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 04 21 0909 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. Department of Revenue, PA VALUE AT DATE OF DEATH 315 2 Green Ridge Village 3,386 3 HBA/ASG Exxon Mobil Insurance 48 4 William S. Moyer 37 Cedar Circle Newville, PA 17241-9483 440 5 PPL Corp 15 6 Sprint 15 7 YMCA 500 3W46AH 2.000 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 4,720 REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RUSSELL G. ERNEST FILE NUMBER 21 040909 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Exemption Trust u/w Russell G. Ernest Trust under Will 57,507.00 -Income interest for benefit of Decedent's children (computation attached) 2 Richard C. Ernest Son 468,120.00 1365 Wild Rose Ln., Lake Forest, ILL 60045 3 Claudia Swaim Daughter 468,120.00 605 Camp Fuller Rd., Wakefield, RI 02978 4 Joan Turner Daughter 468,120.00 601 Kennedy Dr., Willard, OH 44890 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1 Marital Trust u/w Russell G. Ernest 430,896.00 2 Exemption Trust u/w Russell G. Ernest 17,132.00 -Remainder Interest for benefit of Decedent's Wife, Matilda K. Ernest B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 448,028.00 (If more space is needed, insert additional sheets of the same size) Schedule J (page 2) Estate of: Russell G. Ernest 0421 0909 Computation of income interest and remainder interest of Marital Trust under will of Russell G. Ernest: Date of death: Surviving spouse's (nearest) age: Value of trust: Applicable Fed Rate (120% AFR) (09/04): Income factor from Table S(4.6) in Pub. 1457: Remainder factor from Table S(4.6) in Pub. 1457: 09/13/04 85 $74,639.00 4.61% .22953 .77047 Value of income interest for benefit of surviving spouse: $74,639 X .22953 = $17,132 Value of remainder interest for benefit of children: $74,639 X .77047 = $57,507 09-13-2005 ERNEST 09-13-2004 21 04-0909 CUMBERLAND 101 APPEAL DATE: 11-12-2005 (See reverse side under Objections) Amount Remitted I I 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 _ REy:is47-Ex-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RUSSELL G FILE NO. 21 04-0909 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE DF INHERITANCE TAX rc('\n~rl[lLLOWANCE OR DISALLOWANCE I \_vv ;--'Vofl DEDue'fI~S AND ASSESSMENT OF TAX ~-,.-'..'"'. '-'--"", ,,\- ~','" : ,'- i"::',-"-'-, '\.', 2Q05 SEP 13 Pi'i I; l;S DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN JOHN D KILLIAN ESQ KILLIAN & GEPHART PO BOX 886 HBG ~P'I r- CLt,-" u- Cn, n,,' ,',,- ....'...,.-" ('i ,-/', PA 17101 ESTATE OF ERNEST '* REV-1547 EX AFP (06-05) RUSSELL G TAX RETURN WAS: I X J ACCEPTED AS FILED J CHANGED DATE 09-13-2005 I~ an assessment was issued previously, lines 14, IS and'or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. ADOunt of Line 14 at Spousal rat. (15) 16. Anount of Line 14 taxable at Lineal/Class A rate (16) 17. ABOUnt of Line 14 at Sibling rate (17) 18. ADOunt of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Du. RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. stocks and Bonds (Scheelule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Kortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property ISchedule FJ 7. Transfers (Schedule G) 8. Total Assets IlJ 12J 13J 14J 15J 16J 17] .00 355.788.00 .00 .00 124.734.00 .00 1,455,361.00 18J APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 19J 1l0J 21,267.00 4.720.00 1l1J 1l2J 1l3J 1l4J NOTE: 448,028.00 X 1,461,868.00 X .00 X .00 X 00 = 045 = 12 = 15 = 1l9J= NOTE: To insure proper credit to your accountJ subMit the upper portion of this for. with your tax payment. 1,935,883.00 '1;.1186 no 1,909,896.00 .00 1,909,896.00 .00 65,784.00 .00 .00 65,784.00 TAX CREDIT": K.~..rl 1+' AHOUNT PAID DATE NutlBER INTEREST/PEN PAID I-J 12-10-2004 CDOO4717 3,289.20 63,000.00 TOTAL TAX CREDIT 66,289.20 BALANCE OF TAX DUE 505.20CR INTEREST AND PEN. .00 TOTAL DUE 505.20CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. .Jl. IF TOTAL DUE IS REFLECTED AS A "CREDIr' ICRJ, YDU NAY BE DUE~ A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.J BUREAU OF INDIVIDUA(i:::~~~ri] nq:f:F INHERITANCE TAX DIVISION.1"-'.J' ,....._L. 'v" "~'-, PO BOX 280601 .' .~. ~ .: HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) ~ , DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-17-2005 ERNEST 09-13-2004 21 04-0909 CUMBERLAND 101 RUSSELL G ?or.; nf"T?P PH 3: 23 ...... u ,_' :_' '~.' '-..' t t_ V JOHN D KILLIAN ESQ KILLIAN 8 GEPHART PO BOX 886 HBG PA 17101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *-- ESTATE OF ERNEST RUSSELL G FILE NO.21 04-0909 ACN 101 DATE 10-17-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-06-2005 PRINCIPAL TAX DUE: 65,784.00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-10-2004 CD004717 3,289.20 63,000.00 09-26-2005 REFUND .00 505.20- TOTAL TAX CREDIT 65,784.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 II IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J cY'- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 '_ u REV-483 EX AFP (06-05) JOHN D KILLIAN ESQ KILLIAN 8 GEPHART PO BOX 886 HBG PA 17101 DATE 01-03-2006 ESTATE OF ERNEST RUSSELL G DATE OF DEATH 09-13-2004 FILE NUMBER 21 04-0909 COUNTY CUMBERLAND ACN 201 APPEAL DATE: 03-04-2006 (See reverse side under Ohjections) Amount Remitted [ J MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE, To 'n,"" .....r cr"', '0 .our occoun', ....,. 'ho u..or pOr"on of th's fo.. "'h >our '0' ........ ~~!_~~~~~_!~~~-~~~~--------~---~~Tll~~_~~W~~_~P1tT1PltEP_~YPY~_El_~~~_~_____________________ REV-483 EX AFP (03-05) .. NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF ERNEST RUSSElL G FILE NO.21 04-0909 DATE 01-03-2006 ACN 201 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 2. PennsYlvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 16.885.16 62.494.80 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 5. PennsYlvania Estate Tax Due 62.494.80 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 'IF PAID AFTER TNIS DATE, SEE REVERSE SIDE IIF TDTAL DUE IS LESS THAN '1, .. PAYNENT IS REQUIRED RJ( FOR CALCULATI... OF ADDITI_L INTEREST. IF TDTAL DUE IS REFLECTED AS A "CREDn" (CR), YOO IlAY .E DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.} .00 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 1 " NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 REV-756 EX AFP C06-05l JOHN D KILLIAN ESQ KILLIAN & GEPHART PO BOX 886 HBG PA 17101 01-10-2006 ERNEST 09-13-2004 21 04-0909 CUMBERLAND 202 APPEAL DATE: 03-11-2006 (See reverse side under Objections) Amount Remitted I MAKE CHECK PAYABLE AND RUSSElL G I REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR FILES +- REV::; 36--Ex-AFP-Toi:.-o2r----..-NorlcE--oF--DETE-RHINATIO-trAND-ASSEssMENy----------------------- _ ____ OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF ERNEST RUSSElL G FILE NO.2l 04-0909 ACN 202 DATE 01-10-2006 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 16,885.16 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 62,494.80 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 62.494.80 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE f'lY DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) '<I' THOMAS W. SCOTT JANE GOWEN PENNY TERRENCEJ. MCGOWAN MICHAEL J. O'CONNOR LINDA J. OLSEN JUSTIN D. BODOR THE LAW FIRM OF KILLIAN & GEPHART, LLP 218 PINE STREET p, O. BOX 886 HARRISBURG, PENNSYLVANIA 17108-0886 HEATHER M. FAUST (2000-2005) TELEPHONE (717) 232-1851 FAX NO. (717) 238-0592 www.killiangephart.com Of Counse I: JOHN D. KILLIAN SMITH B. GEPHART March 15, 2006 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, P A 17013-3387 RE: Estate of Russell G. Ernest Dear Sir or Madam: Enclosed for filing is an original Status Report, Rule 6.12 and a copy to be date stamped and returned to me in the enclosed stamped envelope. Thank you for your attention to this matter. Very truly yours, ('.. .... .; ..~ "" r:A/'-0t.t(~:."~ ... /If '. /.- 1/ / / , Y ../ /) ,', ' Corinne Eggers Woodhouse Enclosure STATUS REPORT UNDER RULE 6.12 Name of Decedent Russell G. Ernest Date of Death September 13, 2004 Will No. 2004 - 00909 Admin. No. Pursuant to Rule 6. 12 of the Supreme Court Orphans I Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative 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 X b. The separate Orphans' Court No. (if any) for the personal representative's account is: NA c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached ~( ,th.__________iS ~ep~t~.11~ '. Date: Feb. 15, 2006 ~= Sig ture John D. Killian, Esquire Name (Please type or print) Killian & Gephart 218 pine Street Harrisburq, PA 17101 Address (717) 232-1851 Tel. No. Capacity: Personal Representative X Counsel for Personal Representative