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Home My WebLink About01-0376 PETITION FOR PROBATE & GRANT OF LETTERS Estate of JOYCE I. ERICKSON No. 21-01- 31lt' also known as To: Register of Wills for the . deceased. County of Cumberland Social Security No. 169-44-4694 Commonwealth of Pennsylvania The Petition of the undersigned respectfully represents that: Your Petitioners, who is/are 18 years of age or older and the Co-Executors named in the Last Will of the above decedent dated May 27 , 1987, and codicils dated none. 19~ The Executor named James W. Erickson Jr. was divorced from decedent 10/18/1994 . Renunciations for none attached hereto. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 271 Barnstable Road, West Pennsboro Township Decedent, then.!L years of age, died January 12 ,2001, at Carlisle Hospital. Carlisle. PA Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in PA (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania, situated as follows: $10,000.00 $ $ $ WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented herewith and the grant of letters testamentary thereon. Signature(s) and Residence(s) of Petitioner(s): rfb-m"il!lJC<<t~ Donald K. Baum 2197 Newville Road Carlisle. PA 17013 717 -243-5804 ,~/(la k 13 CU/--;?~~ ( June A. Baum 2197 Newville Road Carlisle, PA 17013 717 -243-5804 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND 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 representative of the above decedent, petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed VtY~~17jt:!l Ct'Urnz before me this 11 TH day of Donald K. Baum A;I ~ 2001. ~ ~ i A! y'lA. ~ r/"- '-fY}tLu ~. ~nn'--Q.J IUA. ~ 0-JuneA. Baum MARY LEWIS ~gister . \ z ~ a -l-I_--?~ --, , llo - ~o? 3 - I 0 No. 21-01- 376 Estate of JOYCE I. ERICKSON , deceased. DECREE OF PROBATE & GRANT OF LETTERS AND NOW, April 12. ' 2001, 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 Mav 27. 1987 described therein be admitted to probate and filed of record as the Last Will of Jovce I. Erickson ; and Letters Testamentarv are hereby granted to Donald K. Baum and June A. Baum FEES Probate, Letters, Etc. . . . . . . . $ 40.00 Short Certificates(-1- ) . . . . $ 3.00 Renunciation(s) ..... . . . . . . $ JCP . . . . . . . . . . . . . . . . . . . . $ 5.00 Other Will Paqes (-4-) .... $ 12.00 TOTAL: .... $ 60.00 Filed. . . . .APRIL. .1.2.,. .2001. . . . . . . . ~@)12Jd~~~' Register of ills MARY CLEWIS IRWIN McKNIGHT & HUGHES /'l/[1, ~.~ Ro er.' in Es uire 06282 A TIO N (Sup. Ct. I.D. No.) 60 West Pomfret St.. Carlisle. PA 17013 ADDRESS 717 -249-2353 PHONE Call ed attorney on '4...12~01' il 'h,~, is to certify that the information here given IS correctly copied from an original ce_~tiflc~te of death dl~r filed with l.o(<! 1 Registrar. The original certificate will be forwarded to the State Vital Records Othce tor permanent 1 mg. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fte for this certificate, S2.0G p 6947803 No. me as li.-_ ~. ~eu.-~~ Local Registrar JAN .1 5 2001 Date Hl05. :03 A.. 2.'87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH STATE FILE NUMBER SOCIAL SECURITY ~U"'BER 3.\ <.09 - 4 c.f BIRTHPLACE (CoIy and PlACE OF DEATH ICt>eck OI'ly 'lI'e - .... ''''''ucl''''''' "" _ ""'1 S.... 01 f "''''9'' Counlly) HOSPITAL: Car lisle, P tlpal~ E~titlnl 0 7. ... FACilITY NAME 01 not ''''''''-'''''''. 9""'...- al'ld nom...., RINT Did ~nl lIYe in . -ip? 17d.D ::""-':::::::01 MOTHER'S NAME IF.... "'0Cl<lIe. "'m' 5Y<name) b 1'. June A. 1'1nken inder INFOR!)O'hM~~~Aore~SSI];a\1~V'i~ ewvi 11 e Road Car 1 i s 1 e 2Ob. PlACE OF DISPOSITION. Noma of Comol...-,. C._ory LOCATION. Cityfro-. S'al'. rOll Coda Of 01.... Plac. East Harrisburg Crem tory 21d. "lENT INI( NA"'E OF DECEDENT (forsl. "'od<JIe. ....., SEX 1. 2. p l ~ t Yrs. S. "'1 \ COUNTY OF DEATH ~\ lb. LU(Y'.. 'o~ ("" \ 0.. (16" DE EDENT'S USUAL OCCUM'IOH r~if~~~ ite8mp!rtyPhOne " 11.. 11b. DE~'S MAIliNG AOOAE~lSlIeeI. Oly~. SIaIe~lI>Code\ " 271Barnstaoie rtOaa ~ Carlisle, Pa 1701) fATHER'S NA"'E IF.st. Mod<JIe. last) Do na 1 d K . Ba urn 1.. :~MANT'SNAME(TypoIprint) Donald K. Baum METHOO OF DISPOSITION O - 0 c......,kln ~ R.....,..I kom St.1O 0 Donetion Ot""'lS\>eClly1 " 21.. SlGNATUAE OF FUNERAL SE VICE lICENSEE OR PER (D 17b. CoU" ~,\,:::,\ ~ W*.S DECEDENT EilER IN U,S. AR"'ED FOACES7 YIls 0 NoD 12. DECEDENT'S ACTUAL RESIDENCE 15ft ,ns",,,,,,,,,," on OItler SIde. 17.. State Pat Cumberland ':?'ho~ot l~ancI Tille 23.. TIME OF DEATH DATE PRONOUNCED DEAD (Month. Day. Year) 20. {) i i /i) k M. 21. I .- I Z. - 0 I 27. MAT ): Enter the diM'M., tnfurift Of' compIicafion. whict'l causecl the death. Do not ent.r lhe mode of dying. such as cardiac or respiratory affesl, shoctt or "..n failure. liel only ..... ....... OIl HCh line. - / /IJ~ve JlJlrd~{y.J It ~ Cl DUE 10 (OR AS ACONSEOUENCE 00 I DUE 10 (OR AS ACONSEOUENCE Of): ,pf, lb. c. d. DUE 10 (OR AS A CONSEOUENCE Of): WERE AUTOPSY FINDINGS "'ANNER OF DEATH A\AILABl.E PRIOR 10 Ifr/ COMPlETION OF CAUSE 0 OF DEATH? N....... Homic:iclo Ac_ D P.neling '''''''''!gallon 0 YlloO No 0 $uic:;do 0 Could net be determined 0 DATE OF INJURY C"""'''',Oay._) DATE OF DEATH ,"'en"'. Do>. ::e-;;;,---' 1-\2-0l g'::;.....1 0 RACE. Amencan ln0i8n, Black, Whife. "Ie 'Whi te 10. MARITAL STATUS. Mlm.d No_ Married. W_d. ONan:ecIlSpecoly) Divorced West Pennsboro SURVIVING SPOuSE Uf _.. gMJ maiden name\ lWp ctlyll:lom NAME AND ADDReSS OF FACIUTY ~.Ewing Brothers Funeral Home Carlisle, lICENSE NUMBER DATE SIGNED (Monlh. Day. _, 23b. nc. Wt.S CASE REFERRED 10 MEDICAL EXAMINEAiCORONEFl? .....a- NoD 21. I Apptox...... :=-..= PART II: 01"", sigMIcaM _ _ing '0 ""alh. boll not rMuIIing in tho ~ <:I\M given in PART I, TI"'E OF INJ flY INJURY /I1I'.ORK? DESCRIBE HOW INJURY OCCURRED, 21. 300 301l. PLACE OF INJUFlY. At ""..... tarm. str.... tactOfy. olllce ~.IIIC.ISpec.tv1 300. _ D NoD __ 211>>. CERlIl'lER f~ oniy onet . CERTIFYING ,""SIClAH fPhySIC"'" c""'Y0n9 cause ~ "'a'" ,,'''''' a""'"", ph""""", has pronounced de.'~ .00 comPleted II"," 231 To U\e be'It of "'Y knowtedoe. de.th oeeuned due '0 th. c.u.e(s) and manner .. I..ted. . . . . . . . . , . . . . . . . . . . . . . . . . . . _ '''IIOHOUNClNG AND CERTIFYING ,""SICIAN fF'tlysc..n bolt> ",onouncotlg oe.'~ and c",,'lyIng 10 cause 01 d.."'l To the ~ of my knowtedge, death occurred at the lime, d.... and place, and ctu. \0 lhe C.'UN(I) and mlnne' .. staled.. 'MEDICAL EXAMINER/CORONER On the He.. of ...minatlon and/or investigation, In my opinion_ de a.'" occurred at the time, date, and place. ,nd due 10 the ~.u"'(.l.nd manner a. stlted.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311. AEGISTRAR'S SIGNATURE AND '" t\. ~~~ ~I\~\ 101 o o o 32. DATE FllEDcMonlh. Oay. _I 3.. /-/') -"I ~~--~-~~~ ../s./...George. E_.. Hoffer _.. l_ Attest: Lawrence E. Welker Prothonotary ~.~., . \ (~ ~ ~ ..~Y;---..\)_:,bL~-~)\..JlJ(}~-'\\<';0(\_{-~rt1-- _. ~ ~ t'rothonotary ~ ~ ~ a ~ I CERTIFIED COpy ISSUED OCTOBER 24 I 1994 ~ ~ ~-~~~~~.~~-~-~~-~-~.~~~~~~--,.~--,--, -----, ,-,)~ "'.~~.": ':.a.~." '~..~.~. ..~.:. .:.;.. .~~., .:....,.., ":.:.:.... "''':-.;.. ::.::.~.,:"':.::.~.:, .~.~. . .:+;., .~.} .~.;..:.:. .:.:. .:.~. .~.;. .~.~. ,,=.~~ ~":'.:.;< -, .:.+;. .~~:.'~ .~.;.,., .:-.;. <:~;" . <~~., '~.:I .::.~.:' ~ ~.~ ~ ~ ~/ ~ ~/ ~ '.1 ~ ~.I ~ ~,l ~ ~.J ~ ',I ~ ~.I ~ ~.~ ,.~ ~\ ~ ~.~ ~ 'l ~ 'l ~~ : ~ ~.' ~ ~." ,.~ ~ ~.'~. ) ~.I ) ~ ~.~ .~.~ ,.~ ~ ~.~ ~ ,.~ ~ ~ ~.~ ~ ~.~ ~ ~l ~ ~.~ ~ ~.I ~ ~ ~.~ ,.~ ~ ~ ,.... ,'~ ~ ".~ ~ IN THE COUR-r OF COMMON PLEAS OF CUMBERLAND COUNTY STATE OF PENl\lA. ._. _.;r_o.~_G~ _ _ I.~~~~ _ _ ~~;rG~~Ol-l~ . _ _ ?_l~Jll_tJtf__ __ _ _ __ _ __ _ __ _ _ __ ____ _ _ ___ L"~ (). ..~4~J.9.4.~..GJV~.~..I~~. 19 V Cl'Sl1S CIVIL ACTION - LAW _____~~?__Wp:~F'~~P. E~J;~~~ON_~ __J_~~_)__ IN DIVORCE Defendant DECREE IN DIVORCE at 3:51 P.M. AND NOW, . .~1;qqE?~ )~-t::l?...........,.. ( 19 ~.4.... ( it is ordered and decreed that, . , , . . . , .J:~~c.~ .I.~~N:~ .~~I;~~~q~ . . , . . . . , . , . , . . . . . . . ., plaintiff, and,....,..,..,...,. .-!~~?~~~l!~~I?~~~~~~~J;l?,~~~".,.....,.,' defendant, are divorced from the bonds of matrimony. The court retains iurisdiction of the following claims which have been raised of record in this action for wh ich a final order has not yet been entered; . :r~~9rp9r~t~. tr~. ~~FF;i~g~. ?~~~~~~~~,t, Ag~~~!U~!l.t. ~?C~~~.t.e~. !-1.ay. ,1.2.'_ .1.9,9.4... . . , . I . . . . . . .. . . . . . .. . . .. . . . . . . . . . . . . . . . . . .. . " . .. .. . . I .. . .. .. . . .. .. . .. . .. .. . By The Court: ~.~ ~ ~.~ ~ ~ ~.~ ,'~ ~ ,'~ ~ " '" ~ ~.~ ,'~ ~ ~ ~.~ ,', ~ ~ ~.~ ~ ~.~ ~ ~ ~.~ ~ tt.~ j '." f;; ~ ~.J ~ ~.~ ~ ~ ~.,~ ~ ~,,< ~ ~.~ ~'s ~ ,'~ ~ ~ ~.,~ ~ ',.eI ~ ~.l ~ ~.I ~ ~..' ~ '.1 ~ ~." ~ ~.' * ~ '.1 J. ~ '.' I .. last Bill aub Q}tstamtnl I, JOYCE I. ERICKSON, of West Pennsboro Township, Cumberland County, Pennsylvania, declare this instrument to be my last will and testament, hereby expressly revoking all wills and codicils heretofore made by me. 1. I authorize and empower my executor to sell any realty owned by me at my death, and not specifically devised herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. My executor is authorized and empowered to continue to engage in any business in which I may be engaged at my death, for such period as seems expedient to said executor. 2. I devise and bequeath all of my estate of every nature and wherever situate to my husband, James W. Erickson, Jr., providing he shall survive me by sixty days. 3. Should the gift in Paragraph No. 2 not take effect, I devise and bequeath all of my estate of every nature and wherever situate to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 4. Should any child be under the age of twenty-one years at my death, then all of my property given in Paragraph No.3 shall be held in trust by Farmers Trust Company, of the Borough of Carlisle, Pennsylvania. The trustee, as well as my executor, - I I I \ i ~ ;. I I i I \ is hereby authorized to retain unconverted, any property, real or personal, that I may own at my death, and shall be under no duty to convert the same into legal investments. The trustee shall have the power and authority to hold, manage, invest and reinvest and to pay over the net income of the trust property to or for the use and benefit of such of my children as may be under the age of twenty-one years, or to accumulate the same in the sole discretion of the trustee. The trustee shall be under no duty to distribute or use the income equally for each of my children under twenty-one years, but may distribute or use it unequally in its discretion. The trustee is also authorized and empowered to pay over to, or for the use and benefit of, any of my children whether under or over twenty-one years, such portion of or all of the principal of the trust estate as in its sole discretion seems proper, for the maintenance, education or setting up of a child in business or in a profession or for similar purposes. The trustee shall be under no duty to distribute or use the principal equally for each of my children, but may distribute or use principal unequally in its discretion. My primary object is the support, maintenance, and education of such children as may be under twenty-one years of age. When the youngest of my children reaches the age of twenty-one years, then whatever remains of income or principal of the trust estate shall be distributed equally to my children, share and share alike, the child or 2 + children of any deceased child taking the share their parent would have taken if living and subject to the same trust provisions if he, she or they are under twenty-one years of age. 4. I nominate and appoint James W. Erickson, Jr. to be the executor of this my last will and testament; he is to serve as such without bond. Should he die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, my eldest child being under the age of eighteen years, I nominate and appoint Donald K. Baum and June A. Baum, as subsitute executors, with the same powers as are given herein to my executor, and also without the filing of any bond. If, however, at my death, any child of mine is eighteen years or older, such child or children shall be the executor or executors of this my last will and testament, also to serve as such without bond, with the same powers as are given to my executor. 6. Should the gift in Paragraph No.3 take effect, I hereby direct that Donald K. Baum and June A. Baum shall be the guardians of the person of any of my children who shall be under the age of eighteen years at my death. 7. I hereby suggest that my personal representative retain the services of Irwin, Irwin & McKnight, as attorneys in the 1 ~ .1 . ] I . .1 "" settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal t his 2:7 I: day of May, 1987. .~ .c-.R ~~(SEAL) , JOYCE I. ERICKSON ~ Signed, sealed, published and declared by Joyce I. Erickson, the testatrix above named, as and for her last will and testament, in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. ~i;1.Q.1rJOjJll):Mn ~ "~-~' /' ~' ~/" -- . I / . ..': . W;/'//~~ " A.,-...-:.f ~ ;/ _ _ L I " I --r . . ACKNOWLEDGEMENT AND AFFIDAVIT WE, JOYCE I. ERICKSON, BETII A. MORRISON and SHARON L. SCHWALM, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in their presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. ~ ~ Pu~') E I. RICKSON ~ Q..7rlDJV7/~b]1 A.MORRISON vflncUfAr8 ,~Jd,~.d/L~ . / SH RON L. SCHWALM COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND ss. Subscribed, sworn to and acknowledged before me by JOYCE I. ERICKSON, the testatrix, and subscribed and sworn to before me by BETII A. MORRISON and SHARON L. SCHWALM, witnesses, this ~1r day of May, 1987. -J C~'I1.,- E CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: JOYCE 1. ERICKSON Date of Death: JANUARY 12. 2001 Estate No.: 21-01-0376 To the Register: I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on Aori125.2001 . Name Address Donna R. Erickson Daniel J. Erickson c/o Donald K. & June A. Baum 2197 Newville Road. Carlisle. PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none. 04/25/0 I .~ Date: Name Roger B. Irwin. Esquire Address 60 West Pomfret Street Carlisle, P A 17013 Telephone (717) 249-2353 Capacity: Personal Representative x Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l J 55: Donald K. Baum and June A. Baum being duly sworn according to law, deposes and says that theY are the Executor jExecutrix of the Estate of Joyce I. Erickson late of - We-p._U_~_Ill1$.QQSQ_1:9'-'ln~hip ----- , Cumberland County, Pa., deceased and that the within is an inventory made by Donald K. Baum and June A. _ Baum, the said Executor jExecutrix of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. Sworn and subscribed before me, Notarial Seal Jacqueline L. Drawbaugh, Notary Public Carlisle Boro, Cumberland County My Commission Expires Aug. 14,2003 Member, Pennsylvania.Association of Notaries Date of Death 1"L Day t:0 :G~ , Executor - Ad Donald K. Baum j 2197 Newville Road Baum Carlisle. FA 17013 Address 01 2001 Month Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. \.0 r-.... M o I ...... o I ...... N o Z ~ o I- Z w > Z >- t- W ~ .... w -< c.. t- O Vl W ~ w J: Q.. t- U. ..J o -< z o c Vl z ffi -< Q.. I 'I I! I I I -J U. -< 0 w a::: z o tI.l ~ U H p::: ~I Hi ~, u: ~I I I I 'r-! ..c CJ) ~ ~ o H o H o ,..0 CJ) ~ ~ <U ~ <U H 'r-! ;:j ""0 ID tit IU G) U G) C CJ) ~ ID t7\ to Q.. l:: =- 'r-! C ~ ... J..4 0 H~ -< IU Q.. >- .... c: ~ o U ""0 c: IV ""i: G) ..a E ~ () ""0 ...! u: ..w o o co +J CJ) <U ~ tit- ~ J..4 <U o p::: - o G) ... IU ..J Inventory of the real and personal estate of JOYCE I. ERICKSON deceased l. Cornerstone Federal Credit Union - savings account . . 3,030 23 2. Cornerstone Federal Credit Union - checking account. 417 15 3. Cornerstone Federal Credit Union - Christmas Club 977 55 4. Members First Federal Credit Union regular savings account 431 43 5. Members First Federal Credit Union - checking account. . . 1 08 6. U.s. Savings Bonds . . 1,789 82 7 . 1996 Dodge Caravan Minivan, 80,125 miles . . . 6,000 00 TOTAL . . . . . . . 12,647 26 ______~.__~~~~~~...~~.~-.- . fiIIIIIlIIII'P'< '..,... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG. PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT No.AA 4 S 6704 REV-1162 EX (11-96) RECEIVED FROM: I ACN ASSESSMENT CONTROL NUMBER AMOUNT ;:., t.; 'L ~l c:;, (] C. r:: C? E :::S i] ~~ ;...~} I 'i<c::O. ')'::,!, t;.') b F'CH"\F i=<:f. T ~;T C::i~;::: L. I "'~L_C, en , -'~. \.) ~ ::-; FOLD HERE FOLD HERE - ESTATE INFORMATION: FILE NUMBER .:.? 1 ...., ,? '::.' t) ;. ~,. () ::J'7 t'~\ ~;Sf\J 169- lty-'4b94t NAME OF DECEDENT (LAST) (FIRST) (MI) c;:::; 1 Cf<~.)U;,.j JDYCE I DATE OF PAYMENT ::", ~. (., f3 /t r_.' (.! (} 1 .. \ POSTMARK DATE .' " ~" ". " ; ~1; (.: . ~78 !.-.. .: c! J~.:I i:! c:' ..~.t ~~) COUNTY ill DA TE OF DEATH . ,'. 11,1 i i .L ::?' .0" ':.; c' :, VY. REMARKS ;:;;(JC;C~P E~ r ;:';~'1 r [\; E :2Du I;:iF: RECEIVED BY ,r~' /_.. ~Lr<- SEAL c'\~("" 17S18 REGISTER OF WILLS ~~~i!:;r[HL~~rILLS~J i__. ~_ _ ~ ~ _ __ __ _ _ __ ___ __ __ .___ _, _'_ _ ~ ~ u._ _ ~ ~___ _ __ _ _ _ __ ~ ___ __ __ ~ ~._ .J"/'. _ L~ _ _ ~ :~ u ;--) p r:= ;-~ L i:.'1 "~ I) TOTAL AMOUNT RAID \ /6--c;202~-/O COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-16-2001 ERICKSON 01-12-2001 21 01-0376 CUMBERLAND 101 ROGER B IRWIN ESQ IRWIN ETAL 60 W POMFRET ST CARLISLE PA 17~13 *' REY-1547 EX AFP <12-00) JOVCE I Amount Remitted CHANGED (1) (2) (3) (4) (S) (6) (7) .00 .00 .00 .00 12,647.26 .00 .00 (8) 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=is4-j-Ex--AFP--f12-:oifr-NO,.-icE--oF-"Z-NHEifiTANcE-TAjrAPPRAisEi.rENT~--Ar.l-owANcE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ERICKSON JOVCE I FILE NO. 21 01-0376 ACN 101 DATE 07-16-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets 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 Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: IS. Amount of Line 14 at Spousal 16. Amount of Line 14 taxable at 17. Amount of Line 14 at Sibling 18. Amount of Line 14 taxable at 19. Principal Tax Due TAX CREDITS: NOTE: rate Lineal/Class A rate rate Collateral/Class B rate 6,725.00 5.260.44 (11) (12) (13J (14) (9) (10) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 12,647.26 11.985 44 661.82 .00 661.82 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. (1S) (16) (17) (18) .00 X 00 = 661 .82 X 045 = .00 X 12 = .00 X 15 = (19J= .00 29.78 .00 .00 29.78 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-08-2001 AA496704 .00 29.78 TOTAL TAX CREDIT 29.78 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) . I V STATUS REPORT UNDER RULE 6.12 Name of Decedent: JOYCE I. ERICKSON Date of Death: JANUARY 12. 2001 No. 21-01-0376 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: -L Yes _ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes -LNo b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? -L Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. Signature T & HUGHES Date: 7/27/01 IRWIN, Mc Roger B. Irwin. Esquire Name (please type or print) 60 West Pomfret Street Address Carlisle. P A 17013 City, State, Zip (717) 249-2353 Telephone Number Capacity: x Personal Representative Counsel for Personal Representative C OFFICIAL USE QNL Y REV. 1500 EX ~ (6-0Q) REV-1500 /1., ~ ~3 I () - - INHERITANCE TAX RETURN FILE NUMBER COMMONWEALTH OF PENNSYLVANIA 21-01-0376 DEPARTMENT OF REVENUE RESIDENT DECEDENT DEPT. 280601 HARRISBURG, PA 17128-0601 COUNTY CODE YEAR NUMBER 0 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INlTIAL) SOCIAL SECURITY NUMBER E Erickson Jovce l. 169-44-4694 C DATEOF DEATH (MM-OD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE E D 01/12/2001 01/05/1960 REGISTER OF WILLS E (IF APPLlt.:A8lE) SURVIVING SPOUSE'S NAMEl'[AST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER N T ,.! 1. QriginalAeturn 2. Supplemental Return ~ 3. . (date of death - Remamder Aetum prior to '2-13~82) APB x' 4. Limited Estate - 4.. Future Interest Compromise (date of death after 12-12-82) 5. Federal Estate Tax Return Required HpRL EplO 6. Decedent Died Testate ----' 7. Decedent Maintained a Uving Trust 8. Total Number of Safe Deposit Boxes -= - RAC (Attach copy of Will) (Attach copy of Trust) KOTK 09. 010. 0 11. Election to tax under Sec. 9113(A) ES Uti9ation Proceeds Received Spousal Poverty Credit (date of death between 12-31-91 and 1-1~95) (Attach Sch 0) .....THI$SEC,.ICi!tM\.I$,.:alt:~CiMpJ..e'I'EPi:A~l.c$Ci!'l!'l!;S.~NIl"N~E:II.<:clNFIOENttA~.,.i\)c."NFOl'!MATION.SI-IOULI:l.Il".IlI!'l"c$'l'EI:l."O' P NAME COMPLETE MAILING ADDRESS C 0 0 Roger B. Irwin Esq. 60 \lest Pomfret Street R N FlAM NAME (If Applicable) R 0 \lest Pomfret Professional Bldg. E E IRWIN McKNIGHT & HUGHES Carlisle, PA 17013 S N T TELEPHONE NUMBER 1717/249-?353 . 1. Real Estate (Schedule A) (1) None OFFICIAL USE ON I.. Y 2. Stocks and Bonds (Schedule 8) (2) None 3. Closely Held Corporation, Partnership or (3) None Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) None R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 12,647.26 E (Schedule E) C A- 6. Jointly Owned Property (Schedule F) (6) None P 0 I Separate Billing Requested T 7. tnter~Vivos Transfers & Miscellaneous Non-Probate Property (7) None U L (Schedule G or L) A T 8. Total Gross Assets (total Lines 1-7) (8) 12,647.26 I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 6,725.00 0 N 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 5,260.44 11. Total Deductions (total Lines 9 & 10) (11) 11,985.44 12. Net Value of Estate (Line 8 minus Line 11) (12) 661.82 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 661.82 C SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 0 M T P 15. Amount 01 Line 14 taxable at the spousal tax U A T rate, or transfers under Sec. 9116(a)(1.2) X .0 0 (15) 0.00 X A 661.82 45 (16) T 16. Amount of Line 14 taxable at lineal rate X .0 29.78 I 17. Amount of Line 14 taxable at sibling rate X .12 (17) 0.00 0 N 18. Amount of Line 14 taxable at collateral rate X .15 (18) 0.00 19. Tax Due (19) 29.78 20. n 1.:..Cl-lEc:t<.I:l"I'!Elf:YCi!.l.AI'!":I'\I;:Qtl"'$'1!'f<I!;"':R"'~Ii!NP.l>~\9IqVe!!PA"'IolEIi!T:1 > > BE SURE TO ANSWER ALl. QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH < < C Copyright (c) 2000 form software only The Lackner Group, fnc. Form REV-1SOO EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 271 Barnstable Road CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 29.78 Total Credits ( A + 8 + C) (z) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 4. If Une 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WillS, AGENT 0.00 0.00 29.78 0.00 29.78 PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN 1. "XU <<::'..."/,,,:/':':::" ;.>."":,.<":..,:,,,.,,....,,.,:,,,, - ...- -, .." IN THE APPROPRIATE BLOCKS 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? . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN. Yes No ~~ o o o IT] IT] IT] Under penaltiesot 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. a-tt?11. Donald K. Baum 2197 Newville Road - - - - - - ~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~ - - - - - - - - - - - - - ~ - - - Carlisle, FA 17013 IRWIN McKNIGHT & HUGHES 60 West Pomfret Street - - - - - - - - - - - - - - - - - - - ~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Carlisle, PA 17013 DATE (,/!~,! SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ./} I j~. DATE &(1/01 For dates of r 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 0 [72 P.S. 9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or tor the use of the surviving spouse is 0% [72 P.S. 9116 (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 stHfapplicable 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. 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. 9116(1.2) [72 P.S. 9116(aX 11]. 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. 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. Copyright (C) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) ADDITIONAL Personal Representatives Estate of Joyce I. Erickson SS# 169-44-4694 01/12/2001 ****************************************************** Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. Signature tZ...> Name Address Line 1 Address Line 2 City, State, Zip A. Baum Newville Road Carlisle, PA 17013 Date REV-1508EX ~(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Joyce T. Erickson SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SSII 169-44-4694 01/12/2001 FILE NUMBER 21-01-0376 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 1 DESCRIPTION Cornerstone Federal Credit Union savings account VALUE AT DATE OF DEATH 3,030.23 2 Cornerstone Federal Credit: Union checking account 3 Cornerstone Federal Credit: Union Christ:mas Club 4 Members First: Federal Credit: Union regular sa.vings account 5 Members First: Federal Credit: Union checking a.ccount 6 U.S. Savings Bonds (list: at:t:ached) 7 1996 Dodge Caravan Minivan, 80,125 mi les 417 .15 977 . 55 431.43 1.08 1,789.82 6,000.00 TOTAL (Also enter on line 5. Recapitulation) $ 12,647.26 (If more space is needed, insert additional sheets of the same si2e) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) REV-1511 EX ~(1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH QF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Joyce I. Erickson SSfj 169-44-4694 01/12/2001 FILE NUMBER 21-01-0376 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES, 1 Ewing Brothers Funeral Home 2,315.00 2 Gary Heberlig, grave opening 75.00 B. ADMINISTRATIVE COSTS, 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip - Year(s) Commission Paid: 2. Attorney's Fees IRWIN McKNIGlIT & HUGHES 750.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Donna Erickson / Daniel Erickson Street Address 271 Barnstable Road City Carlisle State PA Zip 17013 Relationship of Claimant to Decedent daughter r-- son 4. Probate Fees Register of Wills 60.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Register of Wills - filing fee 25.00 TOTAL (Also enter on line 9, Recapitulation) $ 6,725.00 (If more space is needed, Insert additional sheets of the same size) Copyright lei 1996 form software only CPSystems,lne. Form REV-1511 EX (Rev. 1-97) REV-1512 EX . (1 -97) COMMONWEAL. TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Joyce I. Erickson SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SS!I 169-44-4694 01/12/2001 FILE NUMBER 21-01-0376 Include unreimbursed medical expenses. ITEM NUMBER 1 Belvedere Medical Corp. DESCRIPTION AMOUNT 100.00 2 Carlisle Advanced Life Support 827.04 3 Carlisle Hospital 3,052.00 4 Carlisle Imaging Associates 146.00 5 Carlisle Pathology Associates 305.00 6 Carlisle Community Ambulance 362.50 7 Masland Associates 37.00 8 RWC Emergency Physicians 329.00 9 Sears, credit card 101. 90 TOTAL (Also enter on line 10, Recapitulation) $ 5,260.44 (If more space is needed, insert additional sheets of the same size) Copyright (ci 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV -1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENf DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Joyce I Erickson NUMBER I. SSfI 169-44-4694 01/12/2001 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(aXl.21] Daniel J. Erickson 271 Barnstable Road Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son Daughter FILE NUMBER 21-01-0376 AMOUNT OR SHARE OF ESTATE 1/2 remainder 1/2 remainder ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON- TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEe. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 2 Donna R. Erickson 271 Barnstable Road Carlisle, PA 17013 0.00 TOTAL OF PART 11- ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) Copyright(c) 2000 form software only The Lackner Group. Inc. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Form REV-1513 EX (Rev. 9-00) .' last Bill aub ~~$tamtttt I, JOYCE I. ERICKSON, of West Pennsboro Township, Cumberland County, Pennsylvania, declare this instrument to be my last will and testament, hereby expressly revoking all wills and codicils heretofore made by me. 1. I authorize and empower my executor to sell any realty owned by me at my death, and not specifically devised herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. My executor is authorized and empowered to continue to engage in any business in which I may be engaged at my death, for such period as seems expedient to said executor. 2. I devise and bequeath all of my estate of every nature and wherever situate to my husband, James W. Erickson, Jr., providing he shall survive me by sixty days. 3. Should the gift in Paragraph No. 2 not take effect, I devise and bequeath all of my estate of every nature and wherever situate to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 4. Should any child be under the age of twenty-one years at my death, then all of my property given in Paragraph No.3 shall be held in trust by Farmers Trust Company, of the Borough of Carlisle, Pennsylvania. The trustee, as well as my executor, . . . is hereby authorized to retain unconverted, any property, real or personal, that I may own at my death, and shall be under no duty to convert the same into legal investments. The trustee shall have the power and authority to hold, manage, invest and reinvest and to pay over the net income of the trust property to or for the use and benefit of such of my children as may be under the age of twenty-one years, 'or to accumulate the same in the sole discretion of the trustee. The trustee shall be under no duty to distribute or use the income equally for each of my children under twenty-one years, but may distribute or use it unequally in its discretion. The trustee is also authorized and empowered to pay over to, or for the use and benefit of, any of my children whether under or over twenty-one years, such portion of or all of the principal of the trust estate as in its sole discretion seems proper, for the maintenance, education or setting up of a child in business or in a profession or for similar purposes. The trustee shall be under no duty to distribute or use the principal equally for each of my children, but may distribute or use principal unequally in its discretion. My primary object is the support, maintenance, and education of such children as may be under twenty-one years of age. When the youngest of my children reaches the age of twenty-one years, then whatever remains of income or principal of the trust estate shall be distributed equally to my children, share and share alike, the child or 2 children of any deceased child taking the share their parent would have taken if living and subject to the same trust provisions if he, she or they are under twenty-one years of age. 4. I nominate and appoint James W. Erickson, Jr. to be the executor of this my last will and testament; he is to serve as such without bond. Should he die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, my eldest child being under the age of eighteen years, I nominate and appoint Donald K. Baum and June A. Baum, as subsitute executors, with the same powers as are given herein to my executor, and also without the filing of any bond. If, however, at my death, any child of mine is eighteen years or older, such child or children shall be the executor or executors of this my last will and testament, also to serve as such without bond, with the same powers as are given to my executor. 6. Should the gift in Paragraph No.3 take effect, I hereby direct that Donald K. Baum and June A. Baum shall be the guardians of the person of any of my children who shall be under the age of eighteen years at my death. 7. I hereby suggest that my personal representative retain the services of Irwin, Irwin & McKnight, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 17 '.' day of May, 1987. .~.-..P~(SEAL) JOYCE 1. ERICKSON '-J Signed, sealed, published and declared by Joyce 1. Erickson, the testatrix above named, as and for her last will and testament, in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. ~o~ Q:rnoJV1/Mn ~/JI/h( (~.<k1~d~"/ ACKNOWLEDGEMENT AND AFFIDAVIT WE, JOYCE I. ERICKSON, BETZI A. MORRISON and SHARON L. SCHWALM, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act -for the purpose herein expressed, and that each of the witnesses, in their presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. -~ ~ t9u~ E I. RICKSON b~' G .7Y7fJMfiJtrl Z1 f\. MORRISON Wa-I (~d d~L_d/f.L",c-' ; SH RON L. SCHWALM COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND ss. Subscribed, sworn to and acknowledged before me by JOYCE I. ERICKSON, the testatrix, and subscribed and sworn to before me by BETZI A. MORRISON and SHARON L. SCHWf\LM, witnesses, this 1.7< day of May, 1987. <'3 _ cG-lu,--_ ., BUt CARllSlt 080. r.UIII8ERlAMD COUMl't MY CO SSION EXP'RU OCT. 3, 1988 ~ ./sl..GeorgeE.HoHer ~ Attest: Lawrence E. Welker - Prothonotary / ~ ~lJy.:pl\AC.L,L).rn&~'-\Y\00''\f1-7;:t . ~ . rothollotary ~ CERTIFIED COPY ISSUED OCTOBER 24. 1994 a,., ,. . _'" ~............. ..-..~-..----~_.-. ------..........~~,--~- -~-,-~.}~ .~:.,.'..:it:.,. ,0'::.:"3':' ,'::.:- '~~" ..::....' :"~.:'.,,>'::.:" :.::.:... :.:.;. .:+;. ".:+:. -:+;. .:+> .:+;. .:.;, .:+;. ..::+:. .:+:.-:+:."".:.:.:'.:..:. .:~:.'.:.;. ",:.;. ':'f\;' <~:. -:+;. ..::+:: .,~'::!>,:",.,-:.:., .~:.:<~.:.::. ",:':.;', -:.;;" >:.;....:-:.;.: :.:.;<>:.:~ :,<.;<~<.:.' .:+:.' -:+:-': -:+:."' ,':+> , - .:ll:. 'x..;. '...::.:~~~~:.:<>:..;'~:,i:.;'~>:.:'::''::.;' ':..::.:.<x.:.<.~..;~ ~ ~ ~, " ~ ,'. ~ ~ ~.' ~ ~ :< ,', ~ ~ ~: ~ ~." IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY l':'t STATE OF f?~~ PENNA. ~ ... ppppppPWU II .. ..JOY~E... :qtE.tl!l..E.~:rt<l(~O~., *. ).' ;; ~ y . ~ Y' ....' ~ ~.~ ~ N (). H94::-Jn9.9JV:P,.:+'F;~. 19 , .......1'1,,:!-il.tif..L.u......uu.......... 'I " , CIVIL ACTION - LAW Versus :: , IN DIVORCE ..u.J.A,}lE.S.Wl:~FIZf:Il ER:r(;~SON., JR"u " 'I il Defendant ~ '.' /, ~ @ ~ '.' DECREE IN DIVORCE ") ~) at 3:51 P.M. AND NOW, ..Qc:~'!~~~ }~~.. .. .. .. .. .. ", 19 9.4.. ". it is ordered and decreed that ........ .J.qY~E .I~~E: .E:~IC.~SPN: . . . . . . . . . . . . . . . . . . . " plaintiff. and................. .-!~~y~LF~?D.?~I~K~~~,.J~:............, defendant, are divorced from the bonds of matrimony, ~ .'~ ~ * ~.' ~ >~ ~ ... ~ ~ ~,.~ The court retains jurisdiction of the following claims which have been raised of record in this action for which a final order has not yet been entered; ~ ~ ~.' ~ ~.~ . ;r"1'9H9!'''~~. ~\1~.I;li'F!,;i"g~. ~el=(L~~~"l=. !,-gr!'!'!'l.e".t. .e?<!'.c!l.t.ed. !'I.a.y. 12.'. 19.9,4: .... . , ~ ~.' ... \;''';& ~~ ~.' '- :{i'-,'..',~.-. '~... ~~I..:.""""~" ". ~ ~u''';''_'::;''' "" . ~ . 1. . -~' ...... . ...." _ . k-.~" .,..~,..,.,. ..~, .~~ ."",..-.''''"'''<1>, ..~ ;$ ~ j Q' j.:a.......... "'"\......~ ........,.. , ':, ,... , ,~ ~ ~ Co U r t : ~ r-: By The ~ ;.' ~ '.' ~ ',0' ~ ~.' ~ ~.4 ~ \' ~ ~." ~ ~.; " ~ ~ ',' ~ ~.' ~ ~.~ .' " ~ ~ '.' ~ '.' ~ !-" ,~ y ~ 'c,.', ~ ~ ~.' ~ '.' ,', ~ ~< ~ ;.' ~ '< ,'. ~ ','.; ~~ '.' ,., ~ :~ ~ ( : j" :!; I~ 1''- /" ~ ;', ~ J. \~ I" I~ ~ ~ * Joyce I. Erickson Estate Accrual Bonds Redemption Date: 1/2001 Issue Yield Next Final Serial Number Denam. Series Date Value Interest To Date Accrual Maturity L72055459EE $50 EE 1/1982 $95.02 $70.02 7.15% 7/2001 1/2012 L72054715EE $50 EE 4/1982 $93.16 $68.16 7.24% 4/2001 4/2012 L53550249EE $50 EE 1011981 $95.02 $70.02 7.15% 4/2001 10/2011 L53549544EE $50 EE 811981 $95.02 $70.02 7.15% 2/2001 8/2011 L89754616EE $50 EE 7/1982 $93.16 $68.16 7.24% 7/2001 7/2012 L107718024EE $50 EE 1011982 $91.32 $66.32 7.33% 4/2001 10/2012 L271896277EE $50 EE 10/1986 $61.20 $36.20 6.50% 4/2001 10/2016 L249174961EE $50 EE 3/1986 $62.42 $37.42 6.41% 3/2001 3/2016 L213909311EE $50 EE 111986 $63.66 $38.66 6.33% 7/2001 1/2016 L190317018EE $50 EE 311985 $ 64.94 $39.94 6.25% 3/2001 3/2015 L202071131EE $50 EE 6/1985 $64.94 $39.94 6.25% 6/2001 6/2015 L202071623EE $50 EE 811985 $63.66 $38.66 6.33% 2/2001 8/2015 L2192 3 4 8 2 9EE $50 EE 10/1985 $63.66 $38.66 6.33% 4/2001 10/2015 L170759779EE $50 EE 9/1984 $67.56 $42.56 6.31% 3/2001 9/2014 L156830865EE $50 EE 6/1984 $69.36 $44.36 6.28% 6/2001 6/2014 L156829988EE $50 EE 311984 $70.70 $45.70 6.40% 3/2001 3/2014 L172326831EE $50 EE 1211984 $66.24 $41.24 6.18% 6/2001 1212014 L124019699EE $50 EE 4/1983 $77 . 90 $52.90 6.60% 4/2001 4/2013 L144996908EE $50 EE 111983 $83.80 $58.80 6.83% 7/2001 112013 L127590622EE $50 EE 7/1983 $75.82 $50.82 6.44% 7/2001 7/2013 Ll27628175EE $50 EE 911983 $73.82 $48.82 6.47% 3/2001 9/2013 L153615095EE $50 EE 12/1983 $ 72 . 60 $47.60 6.37% 6/2001 12/2013 L249143026EE $50 EE 711986 $62.42 $37.42 6.41% 7/2001 7/2016 L249142547EE $50 EE 511986 $ 62.42 $37.42 6.41% 5/2001 5/2016 1 = Not eligible for payment (purchase price) 2 = Matured (exchangeable for HH) 3 = Matured (not exchangeable) . = Possibly eligible for U.S. Savings Bond Education Benefit Program. See footnotes on Inventory Summary page. 1 Joyce I. Erickson Estate Inventory Summary Redemption Date: 1/2001 Number Inventory Redemption of Bonds Value Value Interest Accrual Bonds Pre-January 1990 Issue Dates: 24 $1,789.82 $1,789.82 $1,189.82 January 1990 and Later Issue Dates: 0 $0.00 $0.00 $0.00 * 24 $1,789.82 $1, 789.82 $1,189.82 Current Income Bonds 0 $0.00 $0.00 $0.00 Inventory Totals 24 $1,789.82 $1,789.82 $1,189.82 Footnotes * Proceeds from Series EE & I Savings Bonds with issue dates beginning January 1990 may be eligible for special tax exemption when used for post-secondary education. For further information concerning the benefits and restrictions that apply, please contact the Internal Revenue Service. 1 These bonds are not eligible for payment within 6 months of their issue date. 2 These bonds have reached final maturity and will earn no additional interest. They can be exchanged for HH Bonds within a year of their final maturity date. 3 These bonds have reached final maturity and will earn no additional interest. They are not eligible for exchange for Series HH Bonds since they have been held over a year past their final maturity date. 2 Metnbersl.X' FEDERAL CREDIT UNION INSURANCE DEPARTMENT 5000 LOUISE DRIVE P. O. BOX 40 MECHANICSBURG. PA 17055 l -800-283-2328 or (717) 697-1161 February 13, 200 I Roger B. Irwin Irwin, McKnight & Hughes West Pomfret Professional Building 60 W. Pomfret Street Carlisle, PA 17013-3222 RE: Estate of Joyce I. Erickson SSIN 169-44-4694 Dear Mr. Irwin, Enclosed is the information requested in your letter of January 24, 2001 regarding the accounts held with Members I" by Joyce Erickson. Please provide a short certificate evidencing court appointment of an Executor and written instructions for closing of these accounts. You may contact me at 795-5131 should you have any questions or require additional information. it~7il? Denise A. Anders Insurance Products Supervisor Enclosure Members182': FEDERAL CREDIT UNION INSURANCE DEPARTMENT 5000 LOUISE DRIVE P. O. BOX 40 MECHANICSBURG, PA 17055 1-800-283-2328 or (717) 697-1161 REGULAR SAVINGS ACCOUNT: Account NumberlSuffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest YTD Accrued Interest to Date of Death Name of Joint Owner 37135-00 0312311 984 $431.06 $.37 $431.43 $11.48 None CHECKING ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interst YTD Accrued Interest to Date of Death Name of Joint Owner 37135 -11 0312011 987 $1.08 $.00 $1.08 $,00 None 'M'EWEDITUNlON ~aJr Denise A, Anders Insurance Products Supervisor February 13, 2001 Estate of: JOYCE I. ERICKSON Date of Death: 01112/2001 Social Security Number: 169-44-4694 It CORNERSTONE Fed e r ,1 I ere d i tUn I () n J/ell1berjiJ/tllded - Serl'ice based P.O. Box lTar;s East Gate Drive, Carlisle. PA 17013 Telephone (717) 249-1661 FAX (717) 249-8208 February 2, 2001 Roger B. Irwin 60 West Pomfret Street Carlisle, P A 17013 RE: Joyce I. Erickson Accounts Dear Sir: An account, number 12350, was opened with our institution on September 29, 1982 in the name of Joyce I. Erickson, individually. The following is her account information: Account Type Balance 12/31/00* Interest Earned thru 01/12/01 Date of Death Balance Savings Checking Christmas $3,027.24 $ 417.15 $ 976.59 $ 2.99 $ .96 $3,030.23 $ 417.15 $ 977.55 'Date of last dividend posting. Per our records there have been no changes in the account ownership since opened and no accounts have been closed within one year. Please let me know if! can be of further assistance. Sincerely, CCcc~l~ Carolyn M. Gantz Operations Representative MEMBER SAVINGS ACCOUNTS FEDERAllY INSURED TO $100,000 BY THE NATIONAL CREDIT UNION ADMINISTRATION