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HomeMy WebLinkAbout96-00079 : ,\: "'.. ~;, ~ '.'{,' " ..',' " '" .. ", "',' " .\ .1 , ::/, '): ~, ._,'. ,'. '.'- ,CD ,... '0 .. VI ~ . ':~. " ,. '. J ,'" ''>,.-'.'''' i " ,. " . it :' " . 1<' ~'I, " (1.' " , "", .,h, '.' .. -'. ~ <, \-'- PETITION FOR PRODA TE and GRANT OF LETTERS ~l -9b -?q Estate of Dorothy 1. Watchorn also known as No, To: Register of Wills for the Deceased, County of Cumberland in the Social Security No, 150-30- 5071 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petltioner(s), who Is/are 18 years of age or older an the execut ors in the last will of the above decedent, dated September 10 and codlcll(s) dated named , 19...911- (stlte relevant clrcnmSlanccs. e.B. renunciation, death or executor, etc.) Decendent was domiciled at death In Cumberland .. e r last family or principal residence at 1 1 40 Oy s t e r PA 17011 (East Pennsboro Twp. I (lilt street, numbtr and munclpalhy) CountYI Pennsylvania, with Mill Roao: Camp Hill. D~endent, then 87 years of age, died January 24 ,19 q,; at 1140 Oyster Mill Road: Camo Hi 1] r PII 17011 , 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: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property In Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: s s s s 11ft). IlIl". nn , C!i WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary (testamentary: administration c.I.a.; administration d.b.n.c.l.a.) theron. i 6 '0- '5 ~ ~l '0,,, ;'6 -;;-.. l!- ~o i Vi {4:IItIii6,7r Ro ert Watchorn. III 350 Re9~nt str~~t ~r1mp Hi 11. 01\ 17n11 a r a Newton. earn 1n Pace MA 02160 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } 88 COUNTY OF Cumberland The petitioner(s) above-namcd swcar(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belicf of petitioner(s) and that as personal represen- tative(s) of the above decedent petltioner(s) will weli and truly administer the estate according to law. Sworn to or affirmed and subscribed { \(~C$~l\.ili'\\-r\" \. r" before me this 26th day of ~'!{<rn'~ ~' 'JsIn\lAJ:~ 19~ a IS- ;;:~r, biiJ.A R".., l No. 21-96-79 Estate of Dorothy 1. Watchorn I Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW January 26 19..2.L. in consideration or the petitIon on the reverse side hereof, satisfactory proof having been presented before me. IT IS DECREED that the instrument(!) dattd described therein be admitted to probate and filed of record as the last wlll o'r Dorothy I. Watchorn and Letters Testamentary areherebygrantedto Kathryn W. Hearn and Robert Watchorn. III FEES Probate, Letters. Etc. ......... S 235. 00 Short Certllicates( ~ .6. . .. .... S 1 R . 00 Renunciation ................ S Xpages S 18.00 JCP TOTAL _ S 77~'!IB Filed...... .o1!l.I}':l!,:r;y.. 7.~ r.~~.~~....... Jeffry W. Jamouneau 1619 ATTORNEY (Sup. a. I.D. No.) McNees, Wallace & Nurick P.O. Box 1166: Harrisburg, PA 17108 ADDRESS 717-232-8000 PHONE ',)(j This'is 10 (crcif)' IIHll the inrurmalilln hen.' Hh'cl1 is corn'of)' (Opitlt hum ;111 oriHill,l1 (cui(ieate of ,ll',lIh dilly filed whit me in Local Regisrrar. Tht' origin.11 (l'rrififilll' will he forw,lrtk't.! ru till' St.Hl' Vit,ll HtfOr,l" Ofliu: for J'<.'flllill1CIH rilil1~. WARNING: It IllIIegollo duplicate thll copy by photostat or photograph. J I~' ,'I , / /'./} j" ., .'. ~ ~ .__.J!~~'-~{ /.//J"~"' , 21-96-79 ('cc fur ,hi, ,c"lfiwc. S2.l1O I..IK:31 nc:~i~uar 3108708 Nu, ___L::_~f.~'lL- \),IlC "'U,~jl...;"'" COMMONWEALTH OF PENNSYLVANIA. DIPAATMENT 0' HEAUH' VITAL AtCoRDS CERTIFICATE OF DEATH 81 ... .. ~!~ yto()t., . -!- i ),or. 'M ...... '~.-. I.''''' .(.._ '-,.....,.~"'..,,' """""'-' ..... ..-..rAI tlh....,...........i-.--- ..:.'i..'t.(.f;:;:-";-.'. .~::.. --. . , !cmolo 150 - JO - 50~"-,)' ~.:.'-:~~6 __ "' ..,........-......-..........-.... ,;(jV;T.lI. - r..:i.--". - --.. -- - .-_. ...- ,~:.:: ::.:':; '--1- "':"- . .-..--.....,....... \(..., ..., "(IU '- ......~ UC4.~:..._..\"'l , DorOmy I. "4tchorn ...-.'" UN' , , Cumbort.nd ast PcMsboro .~ ......IA4'.""....... -..-- ~~.... It wido1,'Cd, \:hit.u ~...~, w ._,............. .. rl(C1't(..I."'Il"'O.COlIaU'.....(~,-........t- , ~-~':':';':':~:1 fe.chor 1140 oystar Mill Rd. ,~p Htll. PA 17011 l'lIICtbllOll' -crIJ.... ......'" ,~....-- -".. .....--.. " ~nn500 ,~ ,~ Cumberl.nd .,.0:....-::=.:::.. wrM..~.......f.......__W_ ...~ ',",,",II ......,.....nIe\_ ., ""(JIItlI""'ll"~,.""-- J. NOrT.\ln In , ....~...".. J~O R . -.- ant St. Cor-m 11111 PA 1(lIoI.'-. .-..., or liOll ... .... .e.- .......0 e--rf) "'_......0 o.~ SChacHcm::oto\m, FA . . ...... ............. -L It _"....-... ..._.........._ -...,......- ,....'- " Dox ?,\ ~ 7033 , ,,- ~;a . .. _"'_ _.___._......0._........._...... ........-.. IAI""'_C_"__ :-;;1~~!L \', t)A1'l),OII'I'CrMIQ.A~~ \ OVI'O,OIIOI"06lc..o.lo<<:t(JIl =~ I===- :--- ",. .. ..---.......- "'" ...-.........-....__.~l' AS1l1J. ~ .. .'110"IO' .-. flI"M _U.'PIOI(IlIIfl) \?'" COW\lf'IoQIoOlt-W1I .-. -- ......... .- c.: '-"-- ~D ..0' .- lJ ~......- [>0011"'",""",,' -,.- '....OI'"U.llII ~..MlI'.., OI~"'.OOOJlo""""""Ol'.(...ti...:. '" ... ClI1"..(....__ .tlII'.,...........OAIOI__.....-.,._.__.-"..........._..._....._-ll ,...._"...,-..........__...._"__.H_ .. ~ ~) :J &0."""'"'"-.....___......... '" ........_41.... . ..:I ..0 t. - :.14 ~J c , ~ .'.. 1""-;"'1 LJ .:::t::'I:..~f3."!~,;;;ulfb'rk~r{L -- --- . u -lo4wrtlCCI. ~'_"'''*MC- c .. ,.D;,. ~ ;lOtS t1t<<,"...c~.;"3s (p " u.e. . I ~.lIIOn.I.,..."""IICl..,................_....__................,.......... ,...._...".............___..._._ ....-.,-_.._......11-..-....- '''IOICAlI'''YIIl'''-'COIIOtIrJll 0-............-.... __.............. ""........ .........._14 ..I......... .......... "...,..... ......... ......!.I.... ..-..............-.. ........ ........ .....<...-. ,.. " RECEIVED FROM: D m AMOUNT '" MCNEES WALLACE & NURJCK ATTYS POBOX llbb 101 t8,'O:l.02 HARRJSBURG, PA 17108 toc.DH'U , ,- UTATE INFORMATION. B I M SSN H50-30-3071 (fiRST) (MI) J II POSTMARK DATE CO NTY . , .1 t " ,I, CUMBERLAND E Of DEATH m TOTAL AMOUNT PAID sa, 703.02 PB RECEIVED BY ))tr/li, f 'd~,:I,,I.v<l.J,:I/1.I './ ~ll/. ~ '1 MARY C. LEWJS .", I, u 1,<Ii}/ I REGJSTER OF WJLLS "\ !. REMARKS KATHRYN W HEARN & ROBERT WATCHORN CHECK" 10 SEAL REGISTER OF WILLS -~----- - -- - - - -. -- - - -~ -- - - - -- - - -- - -..,..-.--- : I l," . . .., ~ I t. ' 0', ~ ': .- __A -,...~ ". ~- ... , . " \. "7',- -:-:-~..JJ ~ ~ DOROTHY I. WATCHORN I, DOROTHY I. WATCHORN, presently of Dauphin county, Pennsylvania, declare this to be my will and hereby revoke all prior wills and codicils made by me. 1. Personaltv. I bequeath such items of my tangible personal property as are specifically itemized on a list, if any, in my handwriting, signed and dated by me at the end thereof, and attached to this, my will, to the person(s) named thereon to receive such items. I bequeath to my children KATHYRN W. HEARN and ROBERT WATCHORN III, in equal shares, all my remaining tangible personal property not used in business or for the production of income, including without limitation furniture, furnishings, clothing, jewelry, objects of art and decoration, and the like, and any motor vehicles which I own, together with the insurance thereon. If either of my children does not survive me, I bequeath that child's share of said property to his or her issue per stirpes. If the beneficiaries cannot agree on the division of said property, distribution shall be made on the basis of choices and order and order determined by lot and rotation, and the values as finally determined for inheritance tax purposes shall be determinative with regard to the values of property chosen, and any disparity among the beneficiaries shall be equalled by such payments among them as may be necessary. 2. Residue. I bequeath, devise, and appoint all of the rest of my property, of whatever nature and wherever situated, including property over which I hold a power of appointment, to my children KATHRYN W. HEARN and ROBERT WATCHORN III, in equal shares. If either of my children does not survive me, I bequeath that childs's share of said property to his or her issue per stirpes, provided, however, that if any such issue is then under the age of thirty-five (35) years, his or her share shall be held for him or her in a separate trust pursuant to the provisions of paragraph 3 hereunder. 3. Secarate Trusts. The income and principal of a separate trust in which a share is held for a beneficiary pursuant to the terms of paragraph 2 above shall be distributed as follows: (a) Income. The income shall be distributed at least quarterly to or for the benefit of the beneficiary. No payment shall be made under this subparagraph (a) which would discharge to any extent the legal obligation of any person for the support of the beneficiary. ~~~_~.15~~~:~~~\'t;l.a(~'!'~t":I:.:,\':~";'~ '.' - --- (b) princical. The Trustee shall pay from the principal such sums to or for any or all of the beneficiary and his issue as in the discretion of the Trustee seems proper for their support, maintenance, health care, and education, and such sums to or for the benefit of the beneficiary as in the discretion of the Trustee seems proper to help establish him in a business or profession or acquire or furnish a home for him, taking into account the other sources of income, support and estate that are available to the distributee, the reasonably anticipated needs and resources of the beneficiary and his issue, their income and estate tax brackets, the desirability of the transaction (if any), and the possible application of any generation-skipping tax. No payment shall be made under this subparagraph (b) which would discharge to any extent the legal obligation of any person for the support of the distributee. (c) Distribution of Secarate Trust. (i) When such beneficiary shall have attained the age of twenty-five (25) years, the Trustee shall distribute to him at his written request one third (1/3) of the remaining principal balance then held in his separate trust: when such beneficiary shall have attained the age of thirty (30) years, the Trustee shall distribute to him at his written request one half (1/2) of the remaining principal balance; and when such beneficiary shall have attained the age of thirty-five (35) years, the Trustee shall distribute to him at his written request the entire balance held in his separate trust. (ii) If such beneficiary should die before making proper request for the entire balance in his separate trust, then the entire balance in his separate trust shall at his death be distributed, outright or in trust, in such sums or proportions as such beneficiary may direct in his last will, expressly referring to his separate trust hereunder, but only among my issue and their spouses or former spouses and persons gifts to whom are then allowable as deductions under Section 2055 of the Internal Revenue Code (or any successor provision); and to the extent that such beneficiary shall fail to exercise effectively his limited power of appointment hereunder, the aforementioned balance in his separate trust shall then be distributed per stirpes to his issue, or, if no such issue survive him, per stirpes to the issue of his parent who was a child or more remote descendant of mine, or, if no such issue survive him, per stirpes to the issue of his grandparent who was a child or more remote descendant of mine or, if no such issue survive him, per stirpes to my issue, with the share of any of such issue for whom property is then held in or payable to a separate trust under this paragraph 3 being added to - 2 - such separate trust, or, if no issue of mine are then living, said balance shall be subject to the provisions of paragraph 2(h) above. (d) DisDosition UDon ADDlication of Rule Aaainst PerDetuities. Notwithstanding subparagraph (c) above, if during the lifetime of a person for whom a separate trust under this paragraph 3 was established the interest of such person therein becomes void under the applicable rule against perpetuities, then the balance in such separate trust shall then be distributed outright to such person. 4. Survival. If any beneficiary should die within sixty (60) days after me, then he shall be deemed to have predeceased me for all purposes of this will. 5. SDendthrift Clause. No interest of any beneficiary hereunder shall be subject to anticipation, pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have power in any manner to charge or encumber his interest, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my fiduciaries for any liabil- ity of such beneficiary, whether such liability arises from his debts, contracts, torts, or other engagements of any type. 6. Powers. In addition to such other powers and duties as may be granted elsewhere herein or which may be granted by law, my fiduciaries hereunder shall have the following powers and duties, without the necessity of notice to or consent of any court: (a) To retain all or any part of my property, real or personal, in the form in which it may be held at the time of its receipt, including any closely held businesG in which I have an interest and the stock of any corporate fiduciary hereunder, as long as in the exercise of their discretion it may be advisable so to do, notwithstanding that said property may not be of a character authorized by law. (b) To invest and reinvest any funds held hereunder in any property, real or personal, including, but not by way of limitation, bonds, preferred stocks, common stocks and other securities of domestic or foreign corporations or investment trusts, mortgages or mortgage participations, mutual funds with or without sales or redemption charges, and common trust funds, even though such property would not be considered appropriate or legal for a fiduciary apart from this provision. (c) To sell, convey, exchange, partition, give options to buy or lease upon, or otherwise dispose of any property, real - 3 - or personal, at the time held by them, at public or private sale or otherwise, for cash or other consideration or on credit, and upon such terms and for such price as they may determine, and to convey such property free of all trusts. (d) To borrow money from any person, including any fiduciary hereunder, for any purpose in connection with the administration hereof, to execute promissory notes or other obligations for amounts so borrowed, to secure the payments of such amounts by mortgages or pledges of any property, real or personal, which may be held hereunder. (e) To make loans, secured or unsecured, in such amounts, upon such terms, at such rates of interest, and to such persons, firms, or corporations as they may deem advisable. (f) To renew or extend the time for payment of any obligation, secured or unsecured, payable to or by them as fiduciaries, for as long a period or periods of time and on such terms, as they may determine, and to adjust, settle, and arbitrate claims or demands in favor of or against them. (g) In dividing or distributing any property, real or personal, included herein, to divide or distribute in cash, in kind, or partly in cash and partly in kind. (h) Without limitation of powers elsewhere granted therein, to hold, manage and develop any real estate which may be held by them at any time, to mortgage any such property in such amounts and on such terms as they may deem advisable, to lease any such property for such term or terms and upon such conditions and rentals as they may deem advisable, whether or not the term of any such lease shall exceed the period permitted by law or the probable period of retention under this instrument; to make repairs, replacements and improvements, structural or otherwise, in connection with any such property, to abandon any such prop- erty which they may deem to be worthless or not of sufficient value to warrant keeping or protecting, and to permit any such property to be lost by tax sale or any other proceedings. (i) To employ such brokers, banks, custodians, investment counsel, attorneys, and other agents, and to delegate to them such duties, rights and powers as they may determine, and for such periods as they think fit. (j) To register any securities at any time in their own names, in their names as fiduciary, or in the names of nominees, with or without indicating the trust character of the securities so registered. - 4 - 'I,. (k) with respect to any securities forming a part of the trust, to vote upon any proposition or election at any meeting of the corporation issuing such securities, and to grant proxies, discretionary or otherwise, to vote at any such meeting: to join or become a party to any reorganization, readjustment, merger, voting trust, consolidation or exchange, and to deposit any such securities with any committee, depository, trustee or otherwise, and to payout of the assets held hereunder, any fees, expenses and assessments incurred in connection therewith, to exercise conversion, subscription or other rights, and to receive or hold any new securities issued as a result of any such reorganization, readjustment, merger, voting trust, consolidation, exchange or exorcise of conversion, subscription or other rights and generally to take all action with respect to any such securities as could be taken by the absolute owner thereof. (1) To engage in sales, leases, loans, and other transactions with the estate of my husband or any trust established by either of us, even if they are fiduciaries or beneficiaries thereof. (m) To exercise all elections which they may have with respect to income, gift, estate, inheritance and other taxes, including without limitation execution of joint income tax returns, election to deduct expenses in computing one tax or another, election to split gifts, and election to payor to defer payment of any tax, in all events without their being bound to require contribution from any other person. (n) To operate, own, or develop any business or property held hereunder in any form, including without limitation sole proprietorship, limited or general partnership, corporation, association, tenancy in common, condominium, or any other, whether or not they have restricted or no management rights, as they in their discretion think best. 7. Taxes. I direct that all estate, inheritance, and succession taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, other than generation-skipping taxes, shall be paid out of the prin- cipal of my general estate to the same effect as if said taxes were expenses of administration, except that any such additional taxes (and interest and penalties thereon) imposed on account of my interest in or power over any trust established by my husband shall be paid out of the property held in such trust, and all other property includible in my taxable estate for federal or state tax purposes, whether or not passing under this will, shall - 5 - be free and clear thereof: provided, however, that my executor(s) may in the discretion of my executor(s) request that any portion or all of said taxes (to be paid out of the principal of my general estate) shall instead be paid out of the principal of any trust established by me, to the extent expressly authorized under the terms of said trust. 8. Fiduciaries. I appoint as co-executors and co-trustees (if necessary) hereunder my daughter Kathyrn W. Hearn of MI()(Jlt.~ ~<<r1 , Massachusetts and my son Robert Watchorn III, of Cumberland County, Pennsylvania. If either of them should be unable or unwilling to serve or to complete the administration of my estate, then the other shall serve as sole executor hereunder. No individual fiduciary shall be liable for the acts, omissions or defaults of any agent appointed and retained with due care or of any cO-fiduciary. No fiduciary named herein shall be required to furnish bond or other security for the proper performance of his or her duties hereunder. 9. Gender. Unless the context indicates otherwise, any use of masculine gender herein shall also include the feminine gender. IN WITNESS WHEREOF, I, DOROTHY I. WATCHORN, herewith set my hand to this, my last Will, typewritten on seven (7) sheets of paper including the self-proving attestation clause and signatures of witnesses, this ID'tJ:'.day of ~Os~~r ,v' ,"it' :1~1 . 1/; '-')f;.tt /UI fA '- (SEAL) DOROTHY~. WATCHORN residing at fhrn~hIVfJ, PI7- . f-i. residing at i/~d . 1,4 . ~ residing at /f1Wt.,~~ 1 Pfl. - 6 - . 1 /,5 - F'f - 3 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) FOR DATES OF Dl!ATll AFTER 121:111llt CHECK HERE IF A SPOUSAL POVERTY CREDIT tS CUIMED FILE NUM8ER 21 1996 COUNTY CODE YEAR DECEDENTS COMPLETE ADDRESS 1140 Oyster Mill Road CanlJ Hill, PA 17011 01 24/96 01 13 1909 Coun C\Jrrberland SOCIAL SECURITY NUM8ER AMOUNT RECEIVED (SEE INSTRUCTIONS) f ..EV...I&OOU.(7....., COMMONWEALTH OF PENNSYLVANIA DEPARTM[NTQF REVENUE DEPT. 210101 HARRISBURO, PA 17121.0101 0079 NUM8ER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAl) Watchorn !:bra I. DEC SOCIAL SECURITY NUMBER EDEHT 150-30-5071 II A VIVI FIRST AND MID LE INITlALI u 1, Original Re1lJrn 3, Remainder Re1lJrn (tor dllu of 4..,,, prior to U...,J"UJ o 8, Federal Estate Till Return Roqu~od CHECK APPRO- PRIATE BLOCKS o 4, Urr/tod Estate CORRES- PONDEHT o 4a, FuMe Inllll8S1 Co"",rom... (lor date. of death aN., 12-12-82) 13 0, Oecedont Died Testate 0 7, Docodent Maintained a UvIng Trust (Anach copy of WII) (Anach copy of Trust) ;AMD'COHFtDEN11ALTAlC INFORMAl1ON:SHOU.Dee'DIAECTED: iV"\1;11i::P ;1:1::,,'::.1 i'li!i!ll!iij ~!;'i :W:ni. (pi::I,II!!: tll:.!!::ll}ll!; I NAME COMPLETE MAIUNG ADDRESS ;:t) <11 Jeff W. Jarrouneau M:Nees, Wallace & Nurick' c"; g TELEPHONE NUMBER 100 Pine Street, P.Ol Bax'1166' :'0. 717-232-8000 Harri PA 1710B ,.; ,; !" 1, Real Estalo (Schedule A) ( 1 ) None " 0 2, 5toclt1 ond Bonds (Schedule B) ( 2 ) 156, 73B .13 ~ =:; . ('J 3, CloIOly Hold 51oclcIPartnorshlp Into/ost (Sch, C) ( 3) None =-: ,~ 4. MOr1gageo ond No"" Rocelvlble (Schedule D) ( 4 ) None :;, 0 - 8, Cash, Bank O9posl1l & MlscoI1aneous Po/BOnal ( 8) 1, 177 . 27 Propeny (Schedule E) 8. Jointly OWned Propony (Schedule F) 7, Tronsl... (Schedule G) (Schedule L) 8, Total Gross Assets (lotal Unes 1-7) 9, Funeral expenses. Admlnlstrellve Costs. Miscellaneous Expenses (Schedule H) 10, Debts, Mongage UlbIIl1Ieo. LJons (Schedule I) 11. Total Deductions (total Unes 9 & 10) 12. Net Value 01 Estate (Uno 8 ninuI Uno 11) 13. Charttable and GoV<lfMlllnlal BoquOSlll (Schedule J) .Q.. 8, Total Numbor of SlIe Oopoalt Box.. RECAPIT- Ul.f.T10N (0 ) None (7) None (8) 157,915.40 ( 9) 3 , 2BB . 52 (10) 1,483.00 (11) 4,771.52 (12) 153,143.B8 (13) ~ 14 153 143.B8 (10) . , . - (16) 153,143 .B8 . ,08 . 9,lB8.63 (17) 0.00 x ,18 . 0.00 (10) 9,188.63 Discount IntO/est (19) 9,lB8.63 (20) (21) 0.00 (21A) 0.00 (21 B) 0.00 Cop)"IlIht FO'N' Soft.." Onty, ,". N.lco,lnc. Hf4PAOO, ADDRESS 100 pine Street P.O. Box 1166 Harnsburg, PA 17108 OATE I (' I ^ 'I 1/ >" , . . . ....._.___..-.---"-_.'0., PA REV-lllOO EX (7-114) Pill" 2 Act H48 011994 provIde. lor the reduction 01 the tax rate. Impo.ed on the net vllue 01 tran.le,. to or for the u.e 01 the .pou.e. The rate. I' prescribed by the .tatute will be: . 3% (.03) will be eppllClble lor e.tate. 01 decedent. dytng on or Ifter 7/1/94 Ind belore 1/1/96 . 2% (.02) will be appUceble lor e.tate. 01 decedent. dytng on or Ifter 1/1/96 Ind belore 1/1/97 . 1% (.01) will be appUceble lor estate. 01 decedent. dytng on or liter 1/1/97 and before 1/1198 . Spou181 tran,'era occurring on or Ifter 1/1/98 will be exempt Irom Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (") IN THE APPROPRIATE BLOCKS, YES NO 1. DId declIdent mok8 8trensler and: L retIIntheU88orlllCOn18 ot the property trenslerred,. .....................................,..,...................... x b, relAIntherlghtto deoIgnet8wholhollusethePropertytranlforredOrltslncomo........,...".........,.........,......... x Co retIIn I reversIonllV Intlllllll: or. .. . . , . . .. . .. . . . . . . . . . . . . . . . . . . . , .. . .. .. . . . . . . . . . , . . , . . . . , . . , , . . , . . . . . , . . .. . . . .. X d, recelvethe prorriselor 1If801 eilherpsymenlS, benefltsOrcII8?.................,..,................,..,.,........... X 2. "d88Ih occulTlld on or belOT8 D8CIllIIber 12, 1882, did dec8denl wI1h1n two yellll preceding dellh transfer properly wt\hOut receiving edeqUate cons\d8l'lllIon? If dellh occurred sller DecGmber 12, 1882, did dec8denltrlnster properly within one yell' ot dellh wt\hOut receIvIngadequateCOntlderllllon?...........................,......,............,............................... X 3. Dtddec8denlOWO an'ntnlsllof bank IlCCOUnl at his or her d8ath? ........,.........,.,........,...........,........... X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. PA15002 NT' "". cop)'flaM Fo'.' Soft..,. Ontv. 1'''' H,ko, anC. N14PAOCI2 ..,,, _ ':~~~~~:~:'gzX~ ~~';''';'''~''-'''''-'' ,.,-, .,,~_._'_ _ ,"w.' "_"'" ."..'.!\,.,.~" -"'t"~ I, I I, REV-11102 EX. (12-15) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ~ I. Watchom 21-1996-0079 (Pl....-ty Jolnll)' owned wllh Right oIl1urvlYonhlp mUll be d1IC1oMd on IlcheduIe F) All real eatate Ihoulel be repolfed at fIlr muIcat value WhIcIh .. cWlnecI u IIle pIIoI at WhIcIh JHOI*1Y woulel be uchInged bI\wHn I willing buy... IIId I willing MIler, nlllhor bIlng llOlftIlelled to 01 bolII fIIIOIIIble oIlhe IIlIvInt fIctI. ITEM VAlUE AT DATE NO. DESCRIPTION OF DEATH N:I1e PA11021 NT'"'' CO,rrtght'.,..lottwlrtOnt1.'tMN.IcG,lno. NWAOJt TOTAL AIaoln1llronlne1,R I1ull1lon (1f mollllplCllo -.led, I~ lIdcl1lol111 .~ 01_1iz8,) . 0.00 ftIV-'I07IX'I1-II, COMMONWEALTH OF PENNSYLVANIA 1NH!R1TAHCl! TAlC RETURN RUIDEHT IlEC!IlENT !STAn OF SCHEDULE D MORTGAGES AND NOTES RECEIVABLE Ae_ PlInt or FlU! NUMBI!R All ITDI NO. I. watclDm wllIIlhe R 21-1996-0079 DESCRIPTION VAW! AT DAn OF DeAn! Na1e lOTAL AIoo 111M on... 4 R IllIon' (n 1ltllIlI1p1C81o needed,l~ IdcI1lonal ~ 01 __,I 0.00 PA11071 NTF'I14 Co,wrilht Fonu Sottwlrl Onty, tlM N,Ic:oIIne. H,,'AD" ,.,. .... REV-1eoG EX + (12-88) COMMONWEALTH OF PENNSYLYANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF D:n:othy I. Watcb:m1 Jolnt tlnant(I): NAME JolnlIy-ownId pnlIlIl1y: SCHEDULE F JOINTLY-OWNED PROPERTY ADDRESS I FlU; NUMBER 21-1996-0079 RELATIONSHIP TO DECEDEHT LETTER DATE DOU.AII YAWl! OF ITEM FOR MADE DESCRIPTION OF PROPERTY TOTAL YAWE DECO'S DECEIlENT'S NO. JOINT OF ASSET % INT. TENANT JOINT INTEREST None TOTAL (Also .nlor on lno 8. RBCIOl1ullllOnl . 0.00 PA15011 NfF '2'1A Cop)'flgllil Fon", Sattwat. On.,. ,.14 Nllco,lnc. NI4PAOlf (II more Bpocels _. II18lll1 Iddl1lonol .hooIB olllll11B BI2II,) REV-1810 EX + (2-87) COMMONWEA1.1li OF PENNSYlYANIA INHERITANCl! TAX RETURN RESIDENT DECEDENT ElSTAll; OF SCHEDULE G TRANSFERS PLEASE PRINT OR lYPE FILE NUMBER Dorothy I. Watchorn 21-1996-0079 THIS SCIl. MUST 8l! COMPLETED, FILED IF THE ANSWER TO ANi OF THE QUESTIONS ON THE REVERSE SIDE OF COVER SHEET IS YES. DESCRIPTlON OF PROPERlY DECO. DOLLAR VALUE ITEM Include rnune of 1he Irllll8feree, IheIr EXCLUSION TOTAL VALUE " OF DECEDENTS NO. roIaIIOniiiJij'lo decedent. date ollransler. OF ASSET INT, INTEREST tale TOTAL IAleo enter on One 7. R8CIllllllatlonl S 0.00 (II more apace Is needed, InBt eddlllonola_ of aame aIza,) PA15101 HTF "'" Cop)'flOhl For... SoftwanOnfy.IIMH.Ico,1nc. H..PAI01 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SI: Robert Watchorn, III and Kathryn W. H~~rn bllng duly sworn according '0 law, dopo," a.,d u~ Ihal !h1Y. are the Co-Executors of the Estat. of nnrnf-hl' T W~",..hn,..." IIII 01 Ea1!.~_ Pel}!l.sboJ;:.q..T.9~nship. , Cumborllnd County, Pa., dlcu..d Ind thot thl within I. an Invontory mado by '''' , tho .aidCo-Executors 01 Ihl Intire e.lale 01 uld decodont, con.i.ting of alllho po..onll prop.rty and rul IIlale, e.cept rul estale oultlde the Commonwolith of Ponn.yl.ania. and Ihal thl figurll oppo.ile eac itlm of In.enlory raprllenl il'. fair .alul II 01 Ihl dall 01 dlcldont'. dealh. and .ub.cribld blloro mo, April ~(, 19 96 ~_t.~ ,,-.~I u i:')r;"i!".LSEAL , CMCL A. KOPPElIHAvtR, NolaIy PubUc H3nlslJUI?. PA Dauphin County 1.1'1 CCcrJr;:~.~~ Ell~lras M~lch 6, 2000 Dale 01 Oulh 24 Doy EII.u'., . ~oIClIIIlClIlU( Robert Watchorn, III Kathryn W. llearn 350 Regent Street Camp IIlH. PA 17011 21 Claflin Place Newton, MA 02160 Add".. January Month 1996 Yu, INSTRUCTIONS I. An in.onlory must be IlIld within Ihroo monlh. aftor appoinlmonl 01 po..o..1 roprllonllllve. 2. A .uppllmonl in.onlory mu.1 bo filod wilhln thirty dlY' of di.co.ory 01 additio..1 1I"1s. 3. Addillonal.hoolt may ba attlchod II to po..onalty or really 4. See Arllclo IV, Fiduciario. Acl of 1949. . 0 Z ~ o I- Z w > Z - >- ... w '" ... ~ ~ W 0 VI a: W J: Cl. ... LL ....0 o -< z o c VI z ffi -< Cl. ....0 LL -< 0 W '" r:: k o .c u ..., 10, ~ 01 k, 0, Q, :E ! ~ j .,; D ~ .. u u u C . '" .. 0.. :::l 10 C1J r:: >- :::l :l o ~ e 0 10= ~-< .,; Cl. ,,::. C ~ o o "II c ~ u .D E ~ o "II ~ ii: .... o o CD ... . 3: ..., III &l C1J k .... .... C1J ~ - o .:! .. ....0 Inventory of the real and personal estate of .:r; Dorothy I. Watchorn deceased 5,134 shares AIM Fund Held in Prudential Securities Acct No.: 044-230631-57 1,096 shares PIMCO U.S. Goyernment Fund Held in Prudential Securities Acct No.: 044-230631-57 3,370 shares Prudential Equity Fund Held in Prudential Securities Acct No.: 044-230631-57 244 shares Prudential Government Income Fund Held in Prudential Securities Acct No.: 044-230631-57 6 shares FHLMC MCB Bonds Held in Prudential Securities Acct No.: 044-230631-57 681 shares Hallwood Group A Held in Prudential Securities Acct No.: 044-230631-57 600 shares Hallwood Group B Held in Prudential Securities Acct No.: 044-230631~57 900 shares Hallwood Group C Held in Prudential Securities Acct No.: 044-230631-57 5 units Fogelman Limited Partnership Held in Prudential Securities Acct No.: 044-230631-57 5 units Prutech R&D1 Limited Partnership Held in Prudential Securities Acct No.: 044-230631-57 350 shares Boren Chern & Plas LP Dep Com UT Held in Dean Witter Reynolds, Inc. Acct No.: 528-024110 Distribution Record Date 01/23/96 76.641 shares Kemper Mutual Funds - Class A Fund Acct No.: 10-91046161-6 722.9228 shares Vestaur Securities, Inc. Meridian Bank Savings Acct No.: 8269549018 Meridian Bank Checking Acct No.: 29446482 Accrued Interest Dean Witter Acct No.: 528 024110 - Cash balance . $ 52 , 11 20 19,76 28 57,23 84 2,27 00 5,78 00 27 25 '24 00 '40 38 3,18 00 00 4,72 00 19 50 46 44 10,07 74 07 1,12 59 61 5 00 TOTAL $ 157,91 40 00 ~ :II c- 1ll 3~ -" If 0 .' ' -, .' ) ~ ~ U r; (.). C. I , , - , , - ~J: C ,. 'c !:i 0 -0 0 - -012 c; 0 - ):>~ N 8lU;[ D_ 8AGU" N.AH",IO'W'HtDH...IR DlCL_ AOI[," N, CHtM'f' o.-.VlO.o P5H[Y MOWLA ocx:t~ ItUZAlKtH A. DOUClH[RT't' HAIWtf' Nl[[C[HBtJIO .lN4UL'''fZ rMHCII.. tcMS,.IA W. J["R'f' JANO.IHt:AU MlCHALLO~ o.-.VlD "'_ICU~HOtA ItI'NAAO" L.A8IJIMU JR OI:L.UfOM !.ANtI McNEES, WALLACE & NURICK ATTORNE:YS AT LAW ""HARD A LH[VlA Di'VlDl.L[HNAH a:ro[W Iotc1Nf'fAt 'RANKlIN A, MILLa.JA AOelAf A WILLI If(PH[H "- NOClA( HtR8tAf A NURIC" JOHN I OTt[R tIMQ1H'tJ,PrlSttA QNf'tAAlffllt [EMARDW ftQfHWAN DANA IftvtN'J 5C'Ou10 R08U" D If tiS A!CHAA[)W 51[Vt.HSON DIANe.. ,~., 100 PINC STRCCT P. O. BOX Ilfse OA\{lDWWAn..J" Sfcvt:HJ wtlNQAR1[N NCAlI KlI NClAMAH I \lltilft l..A*"f.HCt A W1UXA IMU.l....4 W 'DUNG..IA HARRISBURG, PA 17108'1188 T[L[PHONt 17171 232.8000 FAXI7171Z37-5300 or COUN'".,lL NOOtA' H ~o SANUlL A 5CHRlCIil1~I, .JR t""N AIH[.'I" J()kAfHANC 1(.'" J["At, ".CHAMPAONt BAtff D DAVIS JAN[S P OIA"'GlLO .JAN[S~ DClIJOH[AT' MIHL[[NA.OUHIf AOOlAf J OOOUfO April 29, 1996 Cumberland County Courthouse Register of Wills Office One Courthouse Square Carlisle, PA 17013-3387 Re: The Estate of Dorothy I. Watchorn Your File No.: 1996-00079 Our File No.: 17473-0001 Q~ ~ :0:0 :l='- (tl~ [1"". lr.O (1. l ~ -....... ~(.1 :r. : \":"' ~ u , ., u. i:." I 9 \) , - ~:I' -0 :[(.' ~. n =.;(1: 0 - ino ~L: e )>~ - N are the Dear Sir/Madam: Enclosed for filing on behalf of the Estate following documents: 1. Two Pennsylvania Inheritance Tax Returns. 2. An Inyentory of Real and Personal Estate. 3. A Status of Administration Report. SCOff A. 00UlD A08I:AIO IiMI IIAIAH",~ DOHA&.D .. KAUl'MAH MCHAn A. "tullY ~fIt"'.MVt jAWtl. fWfZ CANtutC.NAAIOfoj SHARON II. ,"AAfON CHUOHO ". PHoU4 J()kAfH......H.AUDO 8"UCt R IPCU CNtOl.A lil[lNO!JA CAIH[A1Htt......ftAS DlRRICK P 'Il'I\..L.IAM5O Also, enclosed is a check in the amount of $25.00 in payment of your filing fees. Thank you for your assistance in this matter. Very truly yours, ,LL- \ ~..J ,(L~ Stephanie Kleinfelter Estates and Trusts Paralegal SK/lmk Enclosure cc Robert Watchorn, III Kathryn W. Hearn - v/-3 I ~ . R1tV-1547 EX AFP 112-95* CotItQNW[ALTH Of PENHSYlVlHlA DEPARf'-:HT Of REYEMJE BUREAU Of INDIVIDUAL "XES DEPf. 211I'11 HARRISBURG, Pi 111ll"0601 (it-- ACN 101 NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIDNS AND ASSESSHENT OF TAX DATE 08-12-96 01-24-96 FILE NO. COUNTY CUMBERLAND HOTE. TD INSURE PROPER CREDIT TD YDUR ACCOUNT. SUBHIT THE UPPER PORTIDN OF THIS FDRH WITH YOUR TAX PAYHENT TD TNE REOISTER OF WILLS. HAKE CHECK PAYABLE TD "REGISTER OF WILLS. AGENT" REMIT PAYMENT TO: JEFFRY W JAMOUNEAU MCNEES ET AL PO BOX 1166 HBG PA 17108 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Anount R..lttad CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... ifilj:is4i-ix-"i:ii-iiZ':9SY-NCificE""lWYtiHiiiifANCi-YAX-A-PPiiA-isEHENT-,--m.-ciiiANCi-iiFimm----------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WATCHORN DOROTHY I FILE NO. 21 96-0079 ACN 101 DATE 08-12-96 If an assessment was issued previously, lines 14, 1S and/or 16, 17 and lS.will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: IS. AMount of Line 14 at Spou..l rat. lIS) 16. AMount of Line 14 taxabl. at Lln..l/Claas A rat. (16) 17. Anount of Line 14 taxabl. at Collat.ral/CI... 8 rat. 1171 18. Principal Tax Dua TAX CREDITS: PAYHENT DATE 04-24-96 TAX RETURN WAS' (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rool eabto tSchodulo AI (11 2. Stocko end Bond. (Schodulo BI 121 S. Clo.oly Nold Stock/Portnor.hlp Intoro.t ISchodulo CI 151 4. Hartg.gal/Not.. Racelvabl. (Schedula DJ (4) 5. Cash/Bank Deposlts'Hile. Parlonal Property (Schedul. EI 151 6. Jointly Owned Propa~ty ISchadula F) (6) 7. T~~.fa~' ISchedul. C) (7) a. Total A...t. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fune~al Expense./Ad.. Co.ts/Mllc. Expense. CSchedule H) (9) 10. Dobt./Hortgogo Llobllltlo./Llon. ISchodulo II 1101 11. Totol Doductlon. 12. Het Value of Tax R.tu~n 13. Cha~ltabl./Cove~n~ental Bequelts CSchedul. J) 14. H.t Value of E,tat. Subject to Tax NOTE: RECEIPT HUHBER AA1l2767 DISCDUNT 1+ I INTEREST I-I 458 . 16 ( I CHANGED ,00 156.738.13 .00 .00 1.177.27 .00 .00 (BI 157.915.40 3.288.52 1.483.00 1111 1121 1151 1141 4,771 ~? 153.143.88 .00 153.143.88 .00 153.143.88 .00 .00 9.188.63 .00 9.188.63 X .00. X .06. X .15. I1BI AHOUNT PAID 8.705.02 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE PAYMENT MUST BE MADE BY 10-25-96.. 9,163.18 25.45 .00 25.45 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAH tl. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDn" ICRI. YDU HAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FORH FOR INSTRUCTIDNS.1 RESERVATION I PURPOSE Ot' NOTJCEI PAMNll . .... .-' ----~._.._-- .. .._~- ~ fJ~ .... If) N r: -/ '=i(i: f"'\ .... c, o ~~ ~'J: a: ," f-l' ~ L ~ ::l uU E.t.t.. of decadent. dyIng on or bafor. Daca~ar 12, 19.2 -- If any future Int.r..t In the ..t.t. I. tren.f.rr.d In po.....lon or enjo~.nt to Cl... . (collat.r.l) b.neflcl.rl.. of the d.c.dent .ft.r the ..plratlon of any ..tat. for llf. or for y.ar., the C~a.lth her.by ..pr...ly r...rv.. the right to appr.I.. and a.,... tran,'.r Inh.rltanca T.... .t the lewful CII" . Ccoll.t.r.l) r.ta on any .uch futurl Int.r..t. To fulfIll the r.qulr..ents of S.ctlon 21~O of the Inh.rltanc. and E.t.t. T.. Act, Act 22 of 1991. 72 P.S. Section Z1~D. Detach the top portIon of thl. Notlca and .ub.lt with YOOr p.y.ent to the R.gI.t.r of WIlls prlntad on tha r.v.r.a .Id.. u..... chack or ~y order paYlbl. tOI REGISTER OF HILLS I AGENT All plyaentl r.c.lvld .h.11 flr.t b. .ppll.d to any Int.r..t which ..y b. due wIth any r...lnd.r appll.d to the t... REFUND (CA)I A r.fund of . ta. cradlt, whIch w.. not r.que.t.d on the Ta. R.turn, ..y b. r.qua.t.d by co~l.tlnl an -'ppllc.tlon for R.,und of Penn.ylvanl. Inherltanc. ~ Elt.t. Ta." (AEY-lSIS). Appllcatlonl .r. av.llabl. .t thl Of,lc. 0' thl A.,I.t.r of WIll., eny 0' the 25 R.venue DI.trlct Of'lc.., or by calling the 'Plclal 2~-hour anlwarlng ..rvlc. nuabar. for 'or.. ordlrlngl In P.nn.ylvanl. 1-100-562-2050, outlld. P.nn.ylvanl. and wIthin loc.l H.rrllburg .r.a (717) 717-1094, TOOl (717) 772.2252 (H..rlng 1~.lrad Only). DBJECTIONSI Any p.rty I" I"t.r..t not .atl.fl.d with the .ppr.I....nt, allowanc. or dl,allowanc. of dlductlon., or .......ant of ta. (IncludIng dllcount or Int.r..t) .. .hown on thl. Notlc. .u.t obJ.ct within .Ixty (60) d.y. 0' r.c.lpt 0' thh Hotlc. bYI AOIIIN ISTRATlVE: CORRECTIONSI DISCOUNT I PENALTY I INTEREST I --wrlttan prot..t to the PA D.p.rt..nt 0' R.V.nul, lo.rd 0' App..I., D.pt. 211021, H.rrl.burg, PA 1712'-1021, OR --.llctlon to hava thl ..tt.r d.taraln.d at audit 0' the account 0' the Plr.onal r.pr..antatlv., OR "appaa. to the Orphan.. Court. Factu.1 .rror. dl.coVlr.d on thl. ........nt .hould b. .ddr....d In writing tOI PA D.part..nt 0' R.v.nu., Bur.au 0' Indlvldu.l T...., ATTNI POlt A.......nt R.vlaw unit, D.pt. 210601, HarriSburg, PA 17121-0601 Phone (717) 7'7-6505. S.a p.g. 5 0' the booklat "In.tructlon. 'or Inh.rltanc. T.x R.turn 'or a RI.ldant Oac.dint" IREV-ISOI) for an ..planatlon of .~Inl.tr.tlv.ly corr.ctabl. arror.. I' any t.. due I. p.ld wIthin thr.. (51 c.l.ndar .onth. .ft.r the d.c.dant'. d..th, . 'Iv. p.rc.nt (SXI dl.count of the te. peld I. allow.d. Th. ISX te. aana.ty non-plrtlclpatlon penalty I. coaput.d on the tot.1 of the t.. and Int.r..t .......d, and not p.ld b.'Or. Janu.ry .', 1996, the 'Ir.t day aft.r the .nd a' the t.x aan..ty p.rIOd. Thl. non.partlclpltlon pen.lty I. apPI.labl. In thl .... .ann.r and In the the .... tl.. p.rlod a. you would .pp.al the tax and Int.r..t that ha. b.en .......d .. Indlc.ted on thl. notlc.. Int.r..t I. ch.rged blllnnlng with 'Ir.t d.y of d.llnqu.ncy, or nine (,) .onth. end on. (1) d.y 'roe tha data 0' da.th, to thl d.t. 0' paYllnt. T.... whIch baca.. dlllnqu.nt b.for. January 1, 1982 b..r Int.r..t .t the r.t. of .1. (6%) p.rcent p.r annua c.lculat.d at a d.lly r.t. 0' .00DI6~. All ta~.. which b.c... d.llnqu.nt on .nd a't.r Janu.ry I, 1912 will b..r Int.r..t .t a rat. which will vary fro. cal.nd.r y.ar to cII.ndar y.ar with th.t r.t. announc.d by the PA Dapart.ant 0' R.vanu.. Th. appllcabl. Int.rl.t rat.. 'or 1982 through 1.96 arl: '!!!! Int.r..t R.t. Dally Int.rllt factor !!!! Int.r..t Rat. Dally Int.r..t raetor 1912 ZU .00050\' 1'111 .~ .000247 1915 lOX .00045' 1911-.991 1l:C .000101 191~ IU .000501 1992 .~ .0002,.7 1915 U~ .000556 199,).1994 1~ .000192 1916 IU .00027,. 1995-1996 .~ .000247 . "-Int.r..t I. calculat.d .. 'ollow'l INTEREST . BALANCE OF TAX UNPAID X NunBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR uAny HoUc. "suad .ft.r the ta. b.co... d.lInquent will r'l1.ct an Int.rllt calculation to 'lft.en CIS) dly. b.yond thl d.t. of thl .......ant. I' pay..nt I. .ad. a't.r the Int.r.st coaputatlon data .hown on thl Notlca, .dditlonal Int.rut "".t b. c.lcul.t.d. " i i i I i I I I . I I i. j. I.. r ~ FILE 'l1fIS REl'ORl' W1'llIIN 'lW YEARS OF DATE OF DFA1lI RE&JU)miS OF 1ltE STAlUS OF 1ltE ESTATE. IF ESTATE IS tm' CXK'lEliD, FILE A 6.12 FORM YEARLY UN1'IL W<<'lEl'IOO. STATUS REPORT UNDER RULE 6.12 Name of Decedent I Dorothy I. Watchorn Date of Deathl January 24, 199~___ Will No. 1996-00079 AdmIn. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the follow.lng with respect to completion of the administration of the above-captioned estatel 1. State whether administration of the estate ls completel Yes X No__ 2. If the answer is No, state when the personal representative reasonably belieyes that the administration will be complete I J. If the answer to No. 1 is Yes, state the followingl 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 iSI c. Did the personal representative state an account informally to the parties in interest? Yes No X Executors are the sole beneficiaries d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' C,ourt and may be attached to this report. Datel o'{/;c, t9L N ~~ - 'rl 0 !!! - ~ ~'"> a.. ( J n . -~ , / ) I CJ - .. I ..... '" 'h '.~ ~:; ~ 1 lJ ..-. L, ( ,,; 0 oJ) :.1 ~1II ~ ,.. l:: a: 0: ~8 RolXlrt W,ltchom. III Name (Please type 350 RCtJent Stn..~t Cll11(J IIi 11, PA 17011 Address Kolthryn 1II. llearn iClC~ or print) 21 CI.flln PI.co Newton. MA 02160 1117 I 237-5220 Tel. No. CdpacitYI x Personal Representative _Counsel for personal representative (MAHrrmt/AH3) nW-27 , ~ ',"', ",' ,", .;i . ( . '..~- ~Q .., (!l r" ,;. 131 .",.- '~,' -- ;,-, "~ - , [, N 0\, -''', ", ~ '~ " " ::.:. ,') '{:\ ;:;)i>.. ,,' ~,;,.~:l. "0 rV l' "" ',00 ',.: c. ,', ',", ".1. ',' '., " '. -~ '. '. ,".-;"\ I'" .( ;.1 ';'"_._' ;f:;: " .. ~ :': I, '. , .', ." '.- ~ " -" '\' . ~:,',-'." ','- , ,.,. ',.'" :,,'-}..: i., '.~" " ~ ,r '-,'- ",-'\': '" 'F -, -.~ :,'.- ' ,'. .' , . : ~, ~ i 'ii, .',,' t,"~ "',1 i.">' '~ -~ ,',' ,',> .. , ' -;( " ~ , ;, ~'"i;~'~':': ,if !_~': ..:,~: ~~ ", .,,;':"..... .. ..:,-_:,..:{, ",- ;; ,':;".:'j'-' .:,,-' ,-f'-' , " McNEES. WALLACE Ilo NURICI< 100 ,.IHIt .TftIItT ~. o. .0. It.. H"",U..UIIO. PA 1710.