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Home My WebLink About01-0623111. r~ X39 !A-.. z ~~ U 2. 7 p t: N ~ `~a ~'~ 7 tl5 ~I ~, ~ `~csv I ~~ ~° i h ~-. "`'~ !,U ~ ~,~j N ~ ~ \r ~~ ~ ~ ~ ~ ~. ~ e~ vl `~ -~ ^. "*~.. Q -.3 ^-~ ~~,,J` ~ ! "" "`tea n ~`j /,-~ / _ 6 '~'`~~~ ~ _ _ _ __ *' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION NOTICE OF INHERITANCE TAX DEPT. 280601 PA 17128-0601 ARRISBURG APPRAISENENT ALLONANCE OR DISALLOI(ANCE ND ASSESSMENT OF TAX ON ON , H OF DEDUCTI , A JOINTLY HELD OR TRUST ASSETS REY-1546 ER BFP (12-06) DATE 09-11-2001 ESTATE OF WATKINS MARY M DATE OF DEATH 03-16-2001 FILE NUMBER 21 01-0623 > COUNTY CUMBERLAND ;, t_. SSN/DC 184-14-5826 PEGGY ROTH ACN 01124020 119 E BURG ST Amount Remitted SHIPPENSBURG PA 1757 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP (12-00) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR .TRUST ASSETS DATE 09-11-2001 ESTATE OF WATKINS MARY M DATE OF DEATH 03-16-2001 COUNTY CUMBERLAND FILE N0. 21 01-0623 S.S/D.C. N0. 189-14-5826 ACN 01124020 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT N0. 622028 TYPE OF ACCOUNT: ( ) SAVINGS ( ~ CHECKING ( ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 09-30-1985 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 5,751.65 ~ 0.500 2,875.83 4,035.29 .00 X .45 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ^CREDIT^ ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. C72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with Your payment to the Register of Nills printed on the reverse side. -- Make check or money order payable to: REGISTER OF NILLS, AGENT. REFUND (CR): A refund of a tax credit, which was not requested on the tax return, may be requested by cospleting an ^Application for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications are available at the Office of the Register of Nills, any of the 23 Revenue District Offices or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and or speaking needs: 1-800-447-3020 CTT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --electing to have the matter determined at the audit of the account of the personal representative, OR --appeal to the Orphans' Court ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet ^Instructions for Inheritance Tax Return for a Resident Decedent^ (REV-15017 for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent CS%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one C1l day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%l Percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on or after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2001 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Register of Wi11s of PETAAITIO,N1FnOr-R~~GRANT OF Estate of ~,!-'t~~ 1V1 . W +1 1 1~1 also known as Deceased County, Pennsylvania LETTERS No. 21-01-623 Social Security No. ~~-1- (~-~gzb Petitioner(s), uaho isfare 18 years of age or older, apply(ies) for. (COMPLETE 'A' OR'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner{s) islare the executor~_ named in the fast Will of the Decedent, dated i2 t and codicil(s) dated h10r.~~ circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not many, was not divorced, and did not have a child bom or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: ^ B. Grant of Letters of Administration (d.b.n.c.t.a.: pendente liter durante absentia; durante minoritate) Petitioners) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Decedent, then years of age, died , 19 , at Decedent at death owned property with estimated values as follows: ~~ (If domiciled in PA) AA personal property $ ~ Z.~rCt3~ (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ a situated as follows: Wherefore, Petitioner{s) respectfully request{s} the- probate of the last WiH artd Codicxt(s} presented with this Petition and the nr~nt of lat}crc in thfl annrnnriatF± fnr[n to ttu? tL]detSiar~esl' Si nature T or rioted name and residence 13~1~~0.-M~ ~~'I"K.~,Js 30~ W . SP2~~aG ~~~~ ~L. 'tUcs ~35~~ Form #RW-1 Page 1 of 2 c~ ~ or principal residence at ~ C . ~1 ~, ( U (list street, number a municipality) r Oath of Personal Representative Commonwealth of Pennsylvania County of The Petitioner(s) above-named swears} or affirms} that the s#atements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representatives} of the Decedent, Petitioner(s) will well and truly administer the estate according to taw. Sworn to or .affirmed and subscribed rd~ before me this Jr day of _ e~ No. Estate of v AA ~ veceasea Social Security No.: ti~9 - 14- - ~~ Date of Death: ~ ~6 O AND NOW, , 19^ , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, 1T IS DECREED that Letters Testamentary of Administration d.b.n.c.t.a.; pendente life; durante absentia; durante minoritate are hereby granted to in the above estate and that the instrument(s~ dated- described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................ $ -- ~ .---- Short Certificates}x.2z'? $ Register of W i11s 7 -___._ C __~ Renunciation ..~~..... $ ~~ II __~S1___ Attorney: Affidavits ( ) ............... $ _ 3---__~._ I.D. No: Extra Pages (} ~3... $ `~_-_______ Address: Codicil ....................... $ -- - JCP Fee ..................... $ - ~_ Telephone: Inventory .................... $ _ -__ ~_ Other ......................... $ ~ ------ n n ~ ~ Total ................... $ O ~.---- I2w- r Pa ~ PETITION FOR PROBATE and GRANT OF LETTERS Estate of MARY M WATKINS .~->~ also known as ~ Deceased. Social Security No. 189-14-5826 No. 21-01-623 To: Register of Wills for the County of CUMBERLAND in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executor named in the last will of the above decedent, dated 12-10-1991 , 19 and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in h last family or principal residence at County, Pennsylvania, with (list street, number and muncipality) Decendent, then 86 years of age, died MARCH 16, 2001 xx , at 119 E BURD ST SHIPPENSBURG, 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: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 25, 000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 25.000, 00 situated as follows: 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.t.a.; administration d.b.n.c.t.a.) theron. t BENJAMIN WATKINS ~ N N ~/ a^ a ~o ~'~ ~~ .= 0. a~ w O i~ C 00 f%1 301 W SPRING VALLEY PL TUCSON AZ 85737 OATH OF PERSONAL REPRESENTATIVE COMMON~~VEALTH OF PENNSYLVANIA l ss COUNTY OF Tre petitioner(s) above=named swear(s) or affirm(s) that the statements in the foregoing petition are true acid correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well nd truly administ r the state according to law. Sworn 40 or affir~ and subscribed ~ bef rem .this day of ~ ~ 0 e 'ter jvp. 21-01-623 Estate of MARY M WATKINS, aka MARY MARGARET ,Deceased DECREE OF PROBATE AND GRAN f:~F LETTERS AND NOW 19 , 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 12-1U-1991 described therein be admitted to probate and filed of record as the last will of MARY M WATKINS aka MARY MARGARET WATKINS and Letters TESTAMENTARY are hereby granted to BENJAMIN WATKINS FEES Probate, Letters, Etc. ......... ~ 80.00 SX o aCeSificates( ) .......... $ 69 . Renungiation ................ $_~_ JCP S 5.00 TOTAL $ 164.00 Filed ................................... Register of Wills ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE ~. I, Mary Margaret Watkins, of Cumberland County, Pennsylvania, declare this to be my Will and revoke. all prior Wills and Codicils. FIRST: Tangible Personal Property I give all tangible personal property owned by me at my death and all insurance policies on said property to my daughter, Peggy Roth, now residing in Culver City, CA., if she survives me by thirty days; if not,. in as nearly equal shares as is practicable to my children, Benjamin Watkins, now residing in Tucson, AZ., and Sally Stange, now residing in Modesto, CA., as survive me by thirty days. SECOND: Residue. I give the residue of my estate in equal shares per stirpes to my three children, Benjamin Watkins, Sally Stange and Peggy Roth. THIRD: Spendthrift Provisions. Until distributed, no gift or beneficial interest shall be subject to anticipation or to voluntary or involuntary alienation. FOURTH: Death Taxes. All death taxes (and interest and penalties thereon) imposed upon any property passing under my Will and upon proceeds of insurance on my life, but not otherwise, shall be paid out of my residuary estate. FIFTH: Administrative Powers. My Executor shall have-the following powers in addition to those conferred by law until all property is ~ ~ ~ ~ ~ distributed: - (a) To retain any real or personal pro- perty in the form received and to sell .it at public or private - sale. (b) To manage real estate. (c) To purchase all forms of property without being confined to so-called legal investments and without regard for the principle of diversification. (d) To exercise any option or rights arising from ownership of investments. (e) To compromise claims without order of court or consent of any legatee. (f) Te distribute in cash or in kind. (g) To join with my children or their personal representative in filing any joint income tax return, and to join in any gifts made by them for gift tax purposes even if this may result in additional liabilities for my estate. Any income or gift taxes due on such returns and any deficiencies, interest, penalties or refunds thereon shall be allocated between my estate and my said children or their estate, or all to any of them, in such manner as my Executor and my said children or their personal representative may agree. (h) To employ accountants, agents, in- vestment counsel, brokers, bank or trust company to perform services for and at the expense of my estate and to carry or register investments in the name of the nominee of such agent, broker, bank or trust company, The expenses and charges for such ' services shall be charged against principal or income or partly against each as my Executor may determine. My Executor is ex- pressly relieved of any liability or responsibility whatsoever for any act or failure to act by, or for following the advice of, such accountants, agents, investment counsel, brokers, bank or trust company so long as my Executor exercises due care in their selection. The fact that an Executor may be a member, shareholder or employee of any accounting, investment or broker- age firm, agent or bank or trust company so employed shall not be deemed a conflict of interest. Any compensation paid pursuant to this subparagraph shall not affect in any manner the amount of or the right of my Executor to receive commissions as a fiduciary. SIXTH: Definitions. (a) The word "Executor" when used herein includes all genders and the singular and plural as the context may require. -2- (b) Paragraph headings in this Will are for reference only and shall not affect the meaning, con- struction or effect of this Will. SEVENTH: Executor. I appoint my three children or the survivor of them as Co-Executors. My Executor shall not be required to post security in any jurisdiction. Executed ~EC6M+66-~ to 1991. (SEAL) ~• ~ SIGNED by M AFy Nl . W ~-TKrus as her Will, in our presence, who at her request, in her presence and in the presence of each other signed as witnesses: ~^ ,~-ww ~/ ~"*•,~•~•-- Ad d r e s s 9~G! ~~~ " _ _ ~- ~- ~°'_~ r ~~' i ~~~ ~~~~~ ~ - ~-f~ Ad d r e s s ~~ o / ~c- ~ '~-.C, ~ ~.~vzJ.c.~-. -3- 1 ACKNOWLEDGEMENT Commonwealth of Pennsylvania County of C v n1 g F(~ LA ~•~ I , M r'--R y M . w ~ ~ r ti s testatrix, whose name is signed on the attached or foregoing instrument, having been duly qualified according to law,. do hereby ac]mowledge that I signed and executed the instrument as my last Will and Testament; and that I signed it willingly; and that I signed it as my free and Voluntary act for the purposes therein expressed. Sworn or affirmed to and ac}rnowledged before me, by M R Ry ~' w+~"C~~N s , the testatrix, this / ~ day of pEc Fw~dE2n, I9 ~/ `_Z -1./ NOTARI/~L SEAL. RAYi1,10ND J. RE51AGN0, Notary Public Hampden Tc~ti~nship, C:mb=;land Cc~~nty My Commission Expirea J~!y 29. 1995 AFFIDAVIT Commonwealth of Pennsylvania County of C' v M a E Q ~~ "''~ We, the undersigned, the witnesses whose names are signed to the attached or foregoing instrument, 'being duly qualified according to law, do depose and say that we were present and saw testatrix sign and execute the instrument as her last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein e.~cpressed; that each of us in the hearing and sight of the testatri~c signed the said Will as witnesses; and that to the best of our lmowledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by and witnesses, this ~ day of ~~C~M4cR r 19~It ~ n /~ I~OTARIAE SEAL RAYf~-10ND J. RES~AGNO. Notary Public Hampden Te~enship, Cumbzrland County My Commission Expires July 29, 1995 "f his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee For this certificate, $2.00 P 7248993 No. Local Registrar Date R,,, yEy COMMONWEALIM OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDEM 11wl MiCCa l,R1 --- -- -__ 8EX SOCIAL9ECURITV NUMBER DAtEOF DEATNiMCMi.Ory.'•bMl +. MARY M. WATKINS aFe Le a• 189 - 14 -5 '• M AOEIIar S•InCaH UNDERt YEM UNDERIDAY EOF EORN OWT Mb PLACH OF OEdNICn«Anr+Y nrv--+w ~mmunl4...1mrXHar •C•1 _ MarXN = D,7• ,~, 1 ,~ IMMHr.Ory. Marl 9MM arfdapn Campvl 12 /24 / 14 HOSPITAL: OTHER OIHaf IroNNa ^ ERrQApYNr• G Dar ^ N ^ RarMnn ~ ISa~hI ^ ~ 86 rr.. Derry, PA a • dn NTY Of N DE N ACET/NAMEIH nq xaYNliorl. ynfbea antl rxnnMri VMS CE NT OF NI9PANIC ORIOUV7 RACE-AmMeannMaR SM^I4WMa, o-le - COU I9D•cM1 N• ft:l W. ^ H r w,charY^n y . Shippenaburg 19 E. Burd St., Shippenaburg, PA M•••+^•P••"•R"~^•~^ to White • Cumberland « DE OE 'O USUAL MNDOF OU9INESSIINDUOTAY oECEDE EVERW CE NT7E ION MARITAL 9TATU8-MNC^C SURNVHID SPOUSE WI~•C. IH "n•. an•'^•'w^^•^'•1 E97 N ~ RC S. ARMED FO U ; ~ p . lGn••Y+rC a+aA C•rrdur rrnia a.aYYaN.:m•arR.~r.e1 Fox Chapel School ...^ N•AA ~" 0~2 il , n 1 6 Widow , . Librarian iatrict ,a ,, , DECEaENr•9MAIUrwADa+E99rsn.N.c~n+r,...sw..zocoeN uxNr9 Penns lvania M I ^ ~ ,~.. y w•.a.e.e.I+E..e .o ACTUAL 7h 91aM 119 E. Burd Street 1E9iDE"~ °Mi0in1 M y-I 1p""""7 ,7•Al ~. d°a alr+eere ,RShippensburg, PA 17257 „,. Cumberland Fg11ER'S NAYS IFYr, MiCO•. V+1 ~ MOTNEWS NAME IfvE. MAY••. M^tlwr sunanW •- Lawrence Nesaler , Blanche Sta r Hrf 'SNAMErtTRwrlna O aFORMIWT'SMAOJNDAOORE9914YM,C,art•^n. SI^la, rpaaM AZ 85737 Tucson Place Valle S in OI W Ben'amin M. Watkins , , y pr g . METIIOOOF OF PLACE .Naln•ac«I.Nry, cr.rllNw LOC/DION-CiMTwI.9u,a. rptoa• sD,N^ C+•III,•1II® 11rn,a,l Y•In lMM^ •~"'I ar OUrw H.e. oRMIY,I^ o,^^ ^ 3/ 17/01 Smithaburg Crematory MD Smithsburg a a,w E, a, , ACT AEaucN LHXN9ENUMSEq NAME AND uaFSACILm 011776-L 1 r-Bricker F.H. Inc. P.O. 36 Sh PA OmiPNI•' aa.eaa,.n.n arnryHiy nr•rarnr 0•rnoau MHr tlnla. w•MIep,M a.MC IICEN9E NUMBER DATE SXiNED T / • . agrwn•rvmrwN,^naaawlnn ' M aM n .ritl Hla) ~ fe i R ~v S 2 5 q ~/ ~ gib- 01 w %%~ cw y urr N . ov - ea ,anr 2•-701IiIIMWUXnFWaCq O.Oi OQE ED AD IMan,r, Dory, IY•R WW CASE REFERRED TO MEpCAI EXAMNIER20RONER7 FraulNePrael,r^MCaM11. p b 2S ~ ~^ ~ N•^ a~c~t /6 ~ o d / ,E• M tf.MR1 L• ENM•rMa•••a•. MyMNana^noOCNbr^natn orwaClM MNn.D•ra aNw HM moMaaylrp. won Ne•nMea Napi.,lay brNl, all•eYa MMI„W. `Aq>r•XanN• PMR O: OOw •IyHlkr, •aIClYarlv'eWW9M Caan,ON YXMaN Y•Nw•n not NM^IYn]YI Hr, r,ICarlHYgtlrw•OI+MrMMRTI. LM •a7•II•CMY •11•W Ma. j 011M1 aHW^W •rEaA7e eA,ac IFr,r + erg s tnrltinn I / .~ OUE IDIDR ASACDNEE Ed} _ br C P ~ l V P.A/ ea mw.I,wre^nauM •. ••n, YYWgMMngN• DllE roIOR ASA CONSEQUENCE Oh. ~ ew.E,Yr 11110E71LYE/0 ~ • r / ~/ 7 // ~ > / F A. tl/ i f( / QAUOE IDrlrraraWnr e I MIaYM•tl a,rr DIIE lD10R ASAC0101EQUENCE DF7: 1 r•R,rgnC^Mn)WT WASAN AU)OPSY WERE FEIOMI08 MANNER Of OERH OATS OF Hl1URV TWE OFINJURV NLAIRY AT WORR7 DEOCRIBE IIDWINIURY OCCURRED. PERFORMED? MR,AILE P'RIONro IMm•I.OM, WMI C01M1.E110N OFCAUSE NNUY NanMM, ^ NI, ^ N, ^ AO:MM ^ P•IHUq 4N•NIgNYn ^ Y W ^ N• 'AN ^ Ma ^ SHlega ^ CaA,naMMlarlnraC ^ . PIACE OF NiJI1RY-N Mnw. hvm. aXN^, hleNry.ab LOCATgNISYaR.CAVbw.r.SMnl Yu,6q •Ia. 19PaHM ]0,. aM 1!. ],a. 701. C[IROREII ICn Jr •rHY ^n•1 MIE OFCERi1FE!R 'CERTMYMO PNYOICIAMIPnY•HNn c•rMya~q crN.a O•^Hi Wwr Andha/ aIY•u,rl nNn^nHIHC•e Cahn,n^ camDNMH nam 771 `^ ~ ' AMMNanry Yn•v1^•0,.••M•^eunaC•II,MIM a•ua•1q Yr,IMlI11NM NNN ..................................................... ~ y :~/ L MU DATE 9KiNFDIMan, .Wrl '/IIDNOIMCMq AND pRT0+YM/D PNYSICIAMIPnYaa:•M Oaln pOnhrnHND CM,IYWHMHWgg1aRaaCNlhl .. ^ NM Cw Y tlM GrMN•I MN T,nnM Y ^I,MO ... ............ Ts Ina YM/ a My Yn^eMCO• CxM CeewnC N IM IYM CM arC FNe• . .. • •. ~ Q P ~j 71 ~ ~!• 0~ . , . . . . • NAME AMD A 080f PERSON WNO COMPLETEq CAUSE OF OE • , (n.m t7t ryR• ea PAM 6A~ NroE~lgp IGl~~1 w ~Y -MEDICAL EIGMINla/coRONER . . L ~~/ !I W / ~A/G ST On 1n• 0••I• W •uIMrINIOn,nO/•a xwuNDNian. M my sPYII•n, C•MR eeeunN N tlM tIIM, 0,1•,,nA p•••, NW Ou• le IM •w..p) NW ^ '^'^^'a"N.YW / . { • s//~Ao~KSE1uQG AA i~a~7 ............................ ............ ................................................ 7,. ~ , REGISTRAR'S SXiNATU ANO NUMBER ~~ WTE FRFDIMOrCr. .1Nr1 Fy--`+-.L= b. N. Register of Wills of County, Pennsylvania RENUNC{AT{ON Estate of ~ ~~ V'V ~ K ~ N ~ No. also known as ,Deceased The undersigned, the above issued to (Signature) (Address) ~~ ~~ 7~ (Signature) (Address) (Signature) (Address) Swom to or affirmed and subscribed before me this day of , 19 Notary Public My Commission Expires: (Signature and seal of Notary or other official NOTE: Renunaations executed outside the offrce of Register of qualified to administer oaths. Show date of -Wills in some counties are required to be notarized. expiration of Notary's commission.) Form #RW-4 by renounce(s) the right to administer the estate and respectfully request(s) that Letters be Register of Wills of County, Pennsylvania RENUNCIATi4N Estate of ~ ~ ) Y i . ~ ~f'1 ~ T~ ~ lei ~ No. also known as ,Deceased The undersigned, ~ W 11`1 IJ , trVd11 ~ 1 NJ' (Relationship) (C the above Decedent, hnereby renounce(s) the right to~adnminister issued to 1 ~~z 13 ~ M 1 ~., .l y ` , 1 estate and respectfully request(s) that Letters be ( ignature) .3oS3 ~ ~ eV ~ ~r Q red e~ ~ "11s G~ s 7~ ~ (Address) (Signature) (Address) (Signature) Swom to or affirmed and subscribed before me this day of , 19 Notary Public My Commission Expires: (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiratwn of Notary's commission.) (Address) - NOTE: Renuntaafions executed outside- the office of Register of Wills in some counties are required to be notarized. Form #RW-4 --- . - -- _ _ ~~ ~_ ~ ~, ~ , u ~~ J.. 'h r.. p ,-.` ~.~-, ~~, ~ ti ~ ~ ~u ~ l ~~~.. P fit" ~ ~ ~P ~ v o ~. ~, 4 -~; . ~ {f t ~ ~~~ y ~ ~~ ~ ~ W _. ~; ` ~ i r~ ~ ti, m °~ ~ r. t . ,~ y`am' T a ~ --- ,~ o x ~ ~ ~ r ~ .` ~ ~ r 3 ~ ~, ~ ~ , ~ ,~, .. ~. ~~,~ ti. = ~- ,~ ~ ,~ ai .. i? ~ ~ ~ . ~ n ~ ~ ~ ~ ~ ~~ ~ I, ~ ~ ~ ~ ~ ^ ~.y, ~"~ ~ ~c '~--, ~ 'y r h y ~ Fi - ~.a ~ ~::.* ,~~ I air ~ ,/~ ~ ~ ~ r~ i,.. ~ 4 ~, ~_- ~~ a i i \~ Is ~ ~; ~~ d, ~ ~ ~ , ~ i ~ ~ ~., ~ 1 ~~ ~~ -- a ~. ._ ATTORNEY OR PARTY WITHOUT ATTORNEY lMemeend Addrtstl: TEtEPHOHE ND.- fORCtlURT USE ONLY SALLY B. STANGE (416)676-2159 42$0 FIDDLENECK ROAD SHINGLE SPRINGS, CA 956$2 ppA~ (r'~~''yy ®VnM~Q ti,rV• SUPERIQR CTr ~ ATTORNEv FOR rNemel~ „ SUPERIOR COURT OF GnAUFORNIA, COUNTY OF ~,~!H'+r? ,. ~ 7 ~~~ I STREET ApDRfSS. 4 9 ~ MAIN STREET f ~~~ ~_ MA~IIHG AooRESS: P L A C E R V I L L E, C A 9 56 6 7 _ .I."gip ~~ ~ CITY ANO xIP coDE: : ~;y; + BRANCH NAME: ~ ~ Y MARRIAGE OF beputy PETITIaNER: SALLY B. STANG.E RESPONDENT FREDERICK R. S T A N G E JUDGMENT casE NuMeER: ® Dissoiutiort ~ Legal separation Q Nult)ty Status only Reserving jurisdiction over termination of rnarita! status P D 9 4- 0 0 8 5 Date marital status ends: 0 9 J 16 / 9 4 1. This proce wa h r s follows: default or uncontested ~ by declaration under Civil Code, § 4511 Q contested a. Date: ~~ ~ De t r,E Rm.: ~ Judge (namel.~y ~'~~n~~~ ~''II`~ Q Temporary judge G Q Petitioner present in court Q A'ttomey present in court (Hamel: d. (~ Respondent present in court C] Attorney present in court !Hamel: a Q Claimant present in court (Hamel: Q Attorney present in court (Hamel: 2. The court acquired jurisdiction of the respondentors /dais!: 0 3 / 15 / ~ 4 ® Respondent was served with process ~ Respondent appeered 3. TFtE COURT ORDERS, G000 CAUSE APPi=ARING: a. [~ Judgment of dissolution be entered. Marital status is terminated and the parties era restored to the status of unmarried persona (1) on the following date /speci(y1: 0 9 / 16 / 9 4 (2M an a date to be determined on noticed motion of either party or on stipulation. b. ~ Judgment of legal separation be entered. a Judgment of nullity be entered. The parties era declared to be unmarried persona on the ground of (specify!: d. cafe's form rrawisla bss rwtasaiVl~eailrlRk- ~~ ~ ~. B : Mf ~-1`R T ~t S e. This judgment shall be entered nuns pro tunc as of /rlatel: f. Jurisdiction is reserved over ell other. issues and s1F present orders-remain in affect except as provided below g. 0 Other (specifyJ: h. Jurisdiction is reserved to make other orders .necessary to carry out #his judgment. 2l~1'ARY THERESA Pw~'~"'E Date: ~~ ~ ,{pOt 'aeT! JUDGE OF THE SUPERIOR COURr 4. Number of additional pages attached: 0 Signature follows last attachment NOTICE Please review your wilt, insurance polfciss, retirement benefit plans, credit, cards, other credit accounts and credit reports, and athar matters you may want to change in view of the dissolution ar annutmant of your marriage, or your iegat separation. A debt or obligation may be assigned to one party as parE of the division of property and debts, but if that party does not pay the debt or obNgation. the creditor may be able to coltsct from the other party. An sarninga assignment wNt automaticatiy be issued it chNd support, family support, or spouse! support is ordered. ro.m Adopted by Rule 1287 JUDGMENT civil coca S aria Judicial Council of Califomis (Family Lauri 1287 Ifiw• 3anusrv t, 1993) WOLDLfl'r5 FOFE1 t2F7- HEV t-Ci (piond~s 6-t) COMMDNNEALTN OF PENNSYLVANIA DEPARTMENT OF REVENUE BiREAU OF INDIVIDUAL TAXES DE~T. 280601 HARRISBURG, PA 17128-0601 REY-15ii EX AFF (S9-SR) iG•~~i_ j INFORMATION NOTICE AND TAXPAYER RESPONSE aU--~I-G~3 FILE N0. 21 ACN 01124020 DATE 05-09-2001 TYPE OF ACCOUNT EST. OF MARY M WATKINS ^ snvINGs S.S. N0. 189-14-5826 ®CNECKIN6 • - ~ - '; .:DATE OF DEATH 03-16-2001 ^ TRUST COUNTY CUMBERLAND ^ CERTIF. ,•,; REMIT PAYMENT AND FORMS T0: PEGGY ROTH ~- REGISTER OF WILLS 119 E BURG ST CUMBERLAND CO COURT HOUSE SHIPPENSBURG PA 17257 CARLISLE, PA 17013 ORRSTONN BANK has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction frog the financial institution, attach a copy to this fore and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions nay he answer4!.+ by calling (7171 787-8327. COMPLETE PART 1 BELOW * ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 622028 Date 09-30-1985 To insure proper credit to your account, two Established (2l copies of this notice must accompany your ACCOUnt Balance 5, 751.65 Paysent to the Register of Mills. Make check payable to: ^Register of Mills, Agent^. Percent Taxable X 50.000 Aeount Subject to Tax 2,x75.83 NOTE: If tax payments are wade within three Cal months of the decedent's date of death, Tax Rate X , 1 Lj you may deduct a 52 discount of the tax due. 4 3 1 .3 7 Any inheritance tax due will become delinquent Potential Tax Due nine C9l months after the date of death. PART TAXPAYER RESPONSE :: -:::: A. ^ The above information and tax due is correct. 1. You may choose to remit paywent to the Register of Mills with two copies of this notice to obtain CHECK a discount or avoid interest, or you may check box ^A^ and return this notice to the Register of Mills and an official assessment will be issued by the PA Department of Revenue. C ONE BLOCK B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return ONLY to be filed by the decedent's representative. nt `~• ~ C. ~JQ The above information is incorrect and/or debts and deductions were paid by you. ou must complete PART 2^ and/or PART 3^ below. If ou Indic PART y ate a dsfferen t state your . ~~~~~ _ _, ii i ~=i~i~=~_~~~ ~ ~"'~:"'~.=°°°° ~< :::............:::::.::-,.:::::: ,,: ,::_:.....,.,.,.,.,.;.,.,.,,,.. ~r ii y,E y~+ ~` .:~:::jai`:'ssi=~':isSi:SSS~l~G:~~~"':i~i~i i;~;;,: , .~!' ~~~ relationship to deceden t: 7 / c/r ;.;~::~ ~~~~~ ~~~ T X RETURN C PU OM ATION OF TAX ON JOINT~TRUST ACCOUNTS :: ;:~:~_~::~::~ :::: `~1 ::::::::::::::::~:;~:::;:::;:;::~:~~:~::::_:;~:::::;::~::~:~~: ~~:;:;~::~::~::::::::::;:::;:;:;: LINE 1. Date Established 1 3 ~. _~ :::::::::::::: ::::~ :::::::::.::: :::~:::::::::::;:::::::::::::::::;:_;~~::::~:::::::::::~:~.::;:::: ~::.;.;.;.:.;.;.;:~:; 2. ACC ount Balance ,~ n :::~::~::~:~:;=_:s::~::ss:~:::: ::::::::::::::-::, ::::::::::::::: ;::`=_:a°=:=_:=_fst<s:::tat's[`t;:°:~€:°:;:`:;:sss::;:s;:s€ii €:a`-`-z;s~~s:;~:i:~:i=_':€s:€s €€s ::::::::::::::~,.,::s~~~::~•::~::::::::.~..,::::,:::::~:::_~~,,~,.,.::::::~:::::::::::::::~:,:::: 3. Percent Taxable 3 . l r~ . ::::::::::'::i : :. €;::~~;~::::~' ..::: 4 . Awount Subject to Tax 4 . . ,: ~' ~ ' °'~' °'~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~• ` 5. Debts and Deductions 5 - ~~ '~~~~~~ ~''•~ • ~''~~~~~~'~~ 6 . Anount Taxable 6 .........~s... '~ ~ ~°~>~ 7. Tax Rate ~::~::~::;:.~:::::~:::~;;~:: ~:;::::::::::;:~: 8. Tax Due 8 PART DEBTS AND DEDUCTIONS CLAIMED a DATE P AID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reporpted above are true, correct and owple tot est of Ry knoMledge and belief . HOME (D a ~ ) 7~° a~ ~ ®~~3 1' WORK ( ) ~ ~1/ ~c 1 GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicable interest based on inforwation subwitted by the financial institution. 2. Inheritance tax becowes delinquent nine wonths after the decedent's date of death. 3. A joint account is taxable even though the decedent's nave was added as a wetter of convenience. 4. Accounts (including those held between husband and wife) which the decedent put in joint naves within one year prior to death are fully taxable as transfers. 5. Accounts es#ablished jointly between husbarw! and wife wore than one year prior to death are not taxable. 6. Accounts held by a decedent ^in trust for^ another or others are taxable fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCK A - If the inforwation and cowputation in the notice are correct and deductions are not being claiwed, place an ^X^ in block ^A^ of Part 1 of the "Taxpayer Rasponse^ section. Sign two copies and subwit thew with your check for the awount of tax to the Register of Nills of the county indicated. The PA Departwent of Revenue will issue an official assesswent CForw REV-1548 EX) upon receipt of the return frow the Register of Wills. 2. BLOCK B - If the asset specified on this notice has been or will be reported and tax paid with the Pennsylvania Inheritance Tax Return filed by the decedent's representative, place an ^X^ in block ^B^ of Part 1 of the ^Taxpayer Response^ section. Sign one copy and return to the PA Departwent of Revenue, Bureau of Individual Taxes, Dept 280601, Harrisburg, PA 17128-0601 in the envelope provided. 3. BLOCK C - If the notice inforwation is incorrect and/or deductions are being claiwed, check block ^C^ and cowplete Parts 2 and 3 according to the instructions below. Sign two copies and subwit thew with your check for the awount of tax payable to the Register of Wills of the county indicated. The PA Departwent of Revenue will issue an official assesswent CForw REV-1548 EX) upon receipt of the return frow the Register of Nills. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Enter the date the account originally was established or titled in the wanner existing at date of death. NOTE: For a decedent dying after 12/12/82: Accounts which the decedent put in joint Hawes within one (1) year of death are taxable fully as transfers. However, there is an exclusion not to exceed S3,000 per transferee regardless of the value of the account or the nwber of accounts held. If a double asterisk (w*) appears before your first news in the address portion of this notice, the 53,000 exclusion already has been deducted frow the account balance as reported by the financial institution. 2. Enter the total balance of the account including interest accrued to the date of death. 3. The percent of the account that is taxable for each survivor is deterwined as follows: A. The percent taxable for joint assets established wore than one year prior to the decedent's death: 1 DIVIDED BY TOTAL NUMBER OF DIVIDED BY TOTAL NUMBER OF X 100 = PERCENT TAXABLE JOINT ONNERS SURVIVING JOINT ONNERS Exawple: A joint asset registered in the nave of the decedent and two other persons. 1 DIVIDED BY 3 (JOINT ONNERSI DIVIDED BY 2 (SURVIVORS) _ .167 X 100 = 16.7% (TAXABLE FOR EACH SURVIVOR) B. The percent taxable for assets created within one year of the decedent's death or accounts owned by the decedent but held in trust for another individual(s) (trust beneficiaries): 1 DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT X 100 = PERCENT TAXABLE ONNERS OR TRUST BENEFICIARIES Exawple: Joint account registered in the nave of the decedent and two other persons and established within one year of death by the decedent. 1 DIVIDED BY 2 (SURVIVORS) _ .5D X 100 = 50% (TAXABLE FOR EACH SURVIVOR) 4. The awount subject to tax Cline 4) is deterwined by wultiplying the account balance Cline 2) by the percent taxable (line 3). 5. Enter the total of the debts and deductions listed in Part 3. 6. The awount taxable (line 6) is deterwined by subtracting the debts and deductions Cline 5) frow the awount subject to tax (line 4). 7. Enter the appropriate tax ratQ.:(line 7) as deterwined below. *The tax rate iwposed on the net value of transfers frow 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%. The lineal class of heirs includes grandparents, parents, children, and lineal descendents. ^Children^ includes natural children whether or not they have been adopted by others, adopted children and step children. ^Lineal descendents° includes all children of the natural parents and their descendents, whether or not they have been adopted by others, adopted descendents and their descendants and step-descendants. ^Siblings^ are defined as individuals who have at least one parent in cowwon with the decedent, whether by blood or adoption. The ^Collateral^ class of heirs includes all other beneficiaries. CLAIMED DEDUCTIONS - PART 3 - DEBTS AND DEDUCTIONS CLAIMED Allowable debts and deductions are deterwined as follows: A. You legally are responsible for paywent, or the estate subject to adwinistration by a personal representative is insufficient to pay the deductible itews. B. You actually paid the debts after death of the decedent and can furnish proof of paywent. C. Debts being claiwed wust be iteeized fully in Part 3. If additional space is needed, use plain paper 8 1/2^ x 11^. Proof of paywent way be requested by the PA Departwent of Revenue. Date ofi Death Spouse Lineal Sibling Collateral 07/01/94 to 12/31/94 3% 6% 15% 15% 01/01/95 to 06/30/00 0% 6% 15% 15% 07/01/00 to present 0% 4.5%~ 12% 15% 3 -- /g S~', ~1L~C~ ~u~L1N~gs~ 3 - ~q ~ ~ s~ ~~ ~s ~1 e~~ s~-- 3 -~ O ~z~flc ~,5~/itJ~ !7 v~ ~~' ~ -~ ~ o~~ ~~~ ~ ~ 5~~if~l~'~GVS,~j~/~ C L f...Ll ~,~~~, ~~- ~~A. ~~-~,~---- ~-~~ ~ ~~ ~" ~ ~ ~~~11r~ D ~~ ~/~i(~ ~~ ~~.3 ~ ~-'L ~~z 1 ~ ID vS ~D~rg ~ 0~ ~2, ~ ~~L ~~ ~ ~ ~~ /' ~~. ~~ ~8.~ 7R: ~'~ ~~~o ~ ~~~ ~ j ~~s~~t-c~~-7~~2~-~~7J~I~ ~,3 fie, ~(~ ~~~~~a ~~ ~~~~ 1 Z4 ~r / ~y~Y ~~s ~>~ ~-/~ ~l. ~~, ~ ~1©~~ -~q ~ _1 Lr ^\~~ J ~ .~+ i3 Y J ~~~~~ r L ~ ~ ~' ~ ~ a ~~ -~ ~ ~ ~ ~ `-~ ~4 ~ b r~ ~ ~ v~ -, o ~ ,~ - ~ p c ~ ~ W ~ ~,C ~~! pt~s!}aytt };.~ ~4. ~ ~ zt ~~o ~a r ~~;, fit? J~~$1~f x _,. G ~ ~ r ~, fi s~ F _.~ ~ F d " ~ :S n rP ~ c o ~kC a ~ 1 ~A'e 7 ~ ~~ L W V ~~ ~}~ a 5 i ~- .'z ~~ rEU-iwooc~saq CDIAIAOalY1~11t TH OF ~ ~ ~ ~ . - °E~~'~ f~lH~~~~~1t~£E ~~~ ti-E~t1R~1 ~ ~ ~ a ~ HARRISBURG, PA 1712&0601 ~t+~~st.T R>~t-~~~~T a7 Gi11 ~ V G~ - - t~twn cmE r~aR NAME (LAST, FIRST,AND MIDD ~ ~~L~(~~ NtNd6ER - - ~ Z i fi ~~ S ~' W JO DATE OF DEATH (MM-DD-YEAR) DATE OF 91RTk (MM-DD~YEAR) THIS #iFIST 8E fitED MttlkiPtiCf[T1:1IIfIT# TiiE. ~ © _ _ `~ .. _ R€E~{SfiER fl~ WILLS W (IFAPPUCABLE) SURVIVING SPOUSES AME (LASS FIRST, AND MIDDI.EINtTIAL) SOCIAL SECIlRLIY~{t1dIBER ~ - - F 1.OriginatRetum ~ T.5upplemerdatRetum ~ 3RemaxderRemrtr(aa~eareba~p~orrot2-ta~azl gg ~ sZ ~ Q 4. Limited Estate Q 4a. Future Interest fers~wmise-Mmrareeetl~anertz~t2~1 Q 5. Fedeeel Es6aEaTertRefdrn Req or nr v ~ ~ 6. Decedent Died Testate (anal, copy d t~ ~ 7. Devdenf Mainfained a Living Trust (Atmdi mPy otinnt~ ~ 8. Total Number of Safe Deposd Boxes ~ < ~ 9: titigatiwt froeeeda Revived Q 14.9patl~! Poretiy Credit (drbsaf dsh barmen ~~ ae y-~asl fl 11. Election tb ~ taller See.. St43(A) (ltod~ 5cfi o) F,. T111S ~ T ~ . ~ TAX ~ hiE-~ TYY. NAME C61MP'k~iE~AM~dt1N6ADDRESS ~ ~ ~ ~ NAME (rAppw,biel ° T,~ S2o S ~ ~- 1. Real Esfa~ (Schedule A} 2 stocks and 13ortds (scdedule ~ Z O 1F' ,o. Z Q a Q V 3. Closely Held Corporaf~, Partnership or Sole-Prop-ietorshgr 4. Mortgages $ Notes Receivable (Schedule D) 5. cash. Bank Deposits ~ ANsoetkneous Personal Ptnperfy (Schedule E) 8..kmdly Owned Property (Schedule f} ~, 7. Inter-Vivos Transfers $ Misvllara3ous Non-ProbsffiPropenj{ (St~tedute G ar L) 8. Total (cross Assets (total Lines 1 9. Funeral Expenses $Ada~trative orate (Sdaedute H) 10. Debts of Decedent, Mortgage Liatri6ties, $ Liens (Sdtedule Ij 11. Total Dsdacuons (total Lines 9 $10) 12. Nk value of Estate (Line 8 minus Line 11 } ~~~~o ~~ c~ 2s~ , ~3~ ~ C'% ~a -7^- m ~ ° ~ ~~ k~) ~-. c. ~... t ~ C7 IV :~7~ .,, .. m -- ....- ~ ,~.,. (8) ~ S i ~ Z f~. q .4 1~ 11' 2-`t-3 S no) ~ ~So t11) `1 S 412) '~ 13. Charitatde and Govemmerdal BequeststSec 9113 Tnrsts for which as election to fax ktas Dot been (t3) made (Schedule ,t) 14. Net Value Sub}ect to Tare (Line 12 minus Lure 13) (14) ~ 4-~ 1D 4-~ SEE INSTRtIGT1E?#IS ON iZE1fERSf SIDE fOR /1PPLiCA~RATEe 15. Amo~utt of Line 14 taxable at the spousal tax rate, or transfers under Sec: 9116 (a)(12) x .4 _ (15) 16. Amount of Line 14 taxable at fineal rate T~~.-~P ~ x .0 ~ (16) l ~ b't I z 17. Amount of Line 14 taxable at sibling rate t8. Amount of Line 14 taxable at eolleferal rate x .12 (17) x .15 19. Tmt flue H 26. (18) (1g}~I-1~~. (Z 1'~ar~clerst's Cnnzxalete-AddreSS: STREETADDRESS 1i' ~ ~'~ ` ~ f~ Q ~~+ CITY '},~ ~ ~~ S ~ t1 i ~.L~ STATE ~ I ~ Z S~ Tax Payments and Ct-edits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit - B. Prior Payments _ C. Dismount Total Credits { A + B + C) (2} 3. InteresUPenalty ifapplicable D.hderest E. Penalty Total ir~eresttPenatty (D + E ) 4. If Line 2 is greater tfian Line 1 + Line 3, enter the difference. Ttus is the OVERPAYlAENT. Cfreck box on Page 1 Lhre 20 to requeet a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (3) --~ ~}__, .~_ p (4> c5) >~'1q~4. ~z (5A} y ~ 4 Enter the total of tine 5 + 5A. This is the t3ALAfNCE DUE. {~) B ~ l b ( Z . Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOIMNG QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the properly trarrsferred :......................................................................................... . ^ .~ b. re~irt the right to designate who shall use the property transfened or its ira:orr~ : ........................................... . ^ c. retain a reversionary interest; or ......................................................................................................................... ' . Q ^ .~ ~ rfe of either payments, benefits or care? ..................................................................... d. receive the promise for I . . If dealfi ocewrert after December 12, 4982, did desedent transfer property within one-year of death 2 . without receiving adequate cbr~ideration? .... .. ........................................................................................ .. ^ 3. Did decedent own an 'i n trust for• or pagable upon death bank acoaunt ar security at his or her death? ............ .. ^ .~ Did decedent own an Individual Retirement Account, annuity, or other non~robate property which 4 . contains a benefiaary designation? ...................................................................................................................... .. ^ ;~ ~ AiE ANSWER TO ANY OF THE ABOVE QUES~IS ~ XEST YliU MUST C~iIPLEIE-SCHEDULE G ANQ F1LE 1T AS PART OF THE RETURN. o an°-,ran iw pwsanal n~ u ~ ~ a,~a, pwparerrw.ay aowreapa. SIGNA QF RSQN RESPONSIBLE FOR FI G RETURN ~ TE ~~~ ~ tC ~ s ~ 13 b 1 ADD 1 '3oi W , s ~4N~ ~~ll~-~ ~~.. 1cr~,J , t~~ 85~13~1 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995, the fax rate imposed on the net value of transfers to or for the use of the survivirg spouse is 3% [72 P.S. §9116 (a) (1.1} {~]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9416 (a} (1.1} (ii}]. The statute ~.pQLg~mpt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even 'rf the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rah 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 adopl+ve parent, or a stepparent of the child is (l% [72 P.S. §9116(a)(1.2)]. The tax rata imposed on the net value of transfers to ar for tfre use of the decedents lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9146(1.2) [/2 P.S. §9116(a){1)]. The tax rate imposed on the net value of transfers to or for the use of the decedents siblings is 12% [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. . ~ COhNdONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ~ ~~~ 1 SCHEDULE A REAL ESTATE All rest property owned solsry or as a tena~ryh common must be reported ffi falr market value. Fair market value is defined as the price at wFach property would be exchange between a witling buyer and a wilkng seller, neither ~ compeNed to buy or sell, both having reasonable knowledge of the relevant fads. Real property which is joiMly~ownsd with right of eurvivonhio must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION O£ ~AT}l 1. D~QI~x ~-r-- i I q ~, ~3v~o ~-~-: sir Pt~~~ 5~~~~~ P~ i ~ ZS~ I ono ~~~ ~1~ ~~ ~~ ~ ~-» ~ Sn Cd ~ ~ ~I oaf co ~ J ~~~~n ~ ~~ ~~ ~Q~~~~ ~~fi (l ~~o ~maj~, Moo~:~2-•1 z c,~,2 ~~~2~c~ • Loy- s, a-~ i s ,I~PP2on - n~-t~~~ r3S ~~- W,o~ 13j lSc~~-r Lo~i~, e A(C~ v~ l~o•ls~ is i9PP1!oxi~fi-~~ LoOa S~ J~A~i~ ~3~' T~ Floo~ C 12~rJ ~z ~ho~t~ ~ ~D~'Ac~a; -tr, s7v~,~r l~w.r~a~ '~ ~ s ~AI~ . ~ ~ ~sfi~~ ~'3B~ o~~ TOTAL (Also enter on line 1 Recapitulation)~s ~ Q~o~ (If more space Is needed, insert addltronal sheets of ftte same size) r ` REV150.7Ex•11.97110 ii4. i V~ COMMON4YEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF ~~~ ~` ~ A jl ~~ FILE NUMBER ~ 'v~ ~ All property jointly-owned with right of wrvivorahip must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION `~ D~'C~ o W tS ~ OF DEATH t , ~43t~s'6 ~~A~ ~ ~R~M c-t~~t~rc. ~v,~b c~ err A Ct.K'~x ~"8, 8 b~ 2 • ~ d0 SF~./a~e'S', ~~ ~'IJ~O d SfiYu ~J ~(~ J 3 ~ Z2s s~q~ ~ ~bW ~;-~~ l www~ ~ ~ Za t 4, ~~ ~lo~tk~ s~ro3c sr~ ~co~X ~ ~ 3~~ ~, 1~~1~~~ Co(lo,,~1~-1$ T,~ ce~~ St I .~~~ RGD CaX , ~" I c~ ~'q-Q- (c. ~ ~'~~(~ (flt~ML~,~ gZ3 ~ g8'L Sds'~ I~C~nD/hX ~ ~ 12432 ~ , ~~~~~ 1~0c~ ~~~ st~~s ~~C ~" 2 ~q o ~ , ~la~rn~ I ~'4~, ~o i x sm9 SCHEDULE B STOCKS & BONDS TOTAL (Also enter on line 2 Recapitulation) # ~ ~ (~ ~~~ (If more space Is needed, insert addltlonal sheets of the same slzel ~a,~~. n ~n n~ 6aMM©pRNEl16Tk~0~REl1l~.SYLYANb4- ~sA~rL~LC~~~~1U1+~. INHERITANCE TAX RETURN ~~ RESENT DECFDlal7 ESTATE OF ~ ~~1` , ~ S ' ~~~ ~ , FILE MJMBER Indude me proceeds of NUgation and the date tine procestls wererer~iw~.t~}! m~estate. AlLpropert~r joinU~t--owned with the right of surofvonhip must 6e disclosed mi Schedule. F. ITEM ~~~ ~ ~. DER DFSCRtF~16N f~'86gTfi_ ~` b ~C r~'zp ~ rsT' QtiJ t~t't~ ~0 ~.o o~ 'lam ~<<a~J-,J,6 1. Mai ~~ 1~~Ic~-r ~ ~~ - ~ ~ ~-Q-~~ ~ '~rz~2vlc~s I Z ~~' ~~ 3 M~- - 30'1 t Z-~ nnnw, `~ ~ Can ~ '~~ t -~~ 'Q, o . ~~X 1 'S9 6 ~~~'~ rno~~ ~ 0 ZtZo 3 Ipt~' ', - oo~- t~o~ - Zoao ~ ~ z~ I ~ ~ ~~ ~Z~~~3 >C ~d ~ ?QTi3LjAlsne~aronJineS,~ecapiir~Oaj.}~ t ~ ~v .S O more space Is needed, insert addfionaf sf~eets ofittte same sizes ` .. RE~LISIIEX • (U97( ~ S.i~IEDULf H t;otitMONwEAt.rrt oFpENNSr~vaNlA P~i€RA~ EXP€#SES $ INHEPoTANCE_TAY RETURN. l4f3HNt~STRATf1fE£f~5i'S RESIDENT DECF~IT ESTATE F ~~ ~ ~ ~ ~ (~ n n ,n ~ ~, /I ' FILE NUMBER Debts of decedent must be reported on Schedale 1. . ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~/~ 1. `F' B. ADMINISTRATIVE COSTS: ~, Personal Representative s Commissions Name of Personal Representative (s) Sodal Security Numtxjr(s) ! EIN Number of Person~Representative(s} Street Address Gty State Zp Year(s) Commission Paid: Z. Attorney Fees 3, Family Exemption: (Ii decedent s address is not the samaasdaimant s, attach explanation) Gaimant Street Address City State Zp Relationship of Gaimant to Decedent q_ Probate Fees 5 Accountant s Fees g Tax Return Preparers Fees 7. TOTAL (Also enter on line 9, Recapituls6onj ~ S ~- 3~ (If more space is needed, insert addttiortal sheep, of the same size) .~ REV-1512Ex. h-`~1 W ~CHEDULEI CpMMOMlYEALTHOFPENNSYLVANIA DEBTS OF DECEDENT, INHEPoTANCE T/U( RETURN MORTGAGE LIABILIT~S Ss LIENS RESIDENT DECEDENT ESTATE OFf, 1 ~ ~ ~ ~ ~ n A FILE t~1MBER W ~ ,JY~ . Include urtroimbnrsed medlcsl expenses. ITEM NUMBER DESCRIPTION AAAOUNT 1~~ ~~ z©l~ PIS- ~fir~ ~x IQI.D~ .!'rl~~.~' ~" ~ ~ 2~ P~~ia~~ ~~C~D, t- c.~a ~ 1~Z a ~. CoMc~sfi c~~ l~ ~ 32 (o. ~J1t'Z,.1~~ 1~J~~ ~l~t ~, ~0~1~. ~3~ ~ . ~-oQ~nfi ~ ^~~x~r '~' ~Z X18 1 ~ p OO ~J~1c~,J ~' I DO ~~. D(~.~~~~,,na ~q~ )2. 1~1o~~,M ~ ~ ~~ , COMc~ r-r c~~ ~~ ~ 3.f I ~, Cam, ~- ~~ ~~ ~' I ~-o 1~ . S~ IFQ~st3.~v~Gl~ tyht,~,~.r ~' Z~~ I ~, CoQ~ ~1~r~ i~' SS t~. Cam, ~- ~'+~ f~~' ~ 148 Zo M~.~~+-o ~~~,~ l~Sz TOTAL (Nso enter on line 10, Recapitulafor-i ; 21. ~fi ~~~~T alp ~~oJ~J~~ ~ same size) ~ ~82 ~L ~~~5 a I, Mary Margaret Watkins, of Cumberland County, Pennsylvania, declare this to be my Will and revoke all prior Wills and Codicils. FIRST: Tanctible Personal Property I give all tangible personal property owned by me at my death and all insurance policies on said property to my daughter, Peggy Roth, now residing in Culver City, CA., if she survives me by thirty days; if not,. in as nearly equal shares as is practicable to my children, Benjamin Watkins, now residing in Tucson, AZ., and Sally Stange, now residing in Modesto, CA., as 'survive me by thirty days. SECOND: Residue. J I give the residue of my estate in equal shares per stirpes to my three children, Benjamin Watkins, Sally Stange and Peggy Roth. THIRD: Spendthrift Provisions. Until distributed, no gift or beneficial interest shall be subject to anticipation or to voluntary or involuntary alienation. FOURTH: Death Taxes. All death taxes (and interest and penalties thereon) imposed upon any property passing under my Will and upon proceeds of insurance on my life,-but not otherwise, shall be paid out of my residuary estate. FIFTH: Administrative Powers. My Executor shall have the following powers in addition to those conferred by law until all property is distributed: (a) To retain any real or personal pro- perty in the form received and to sell .it at public or private sale. (b) To manage real estate. (c) To purchase all forms of property without being confined to so-called legal investments and without regard for the principle of diversification. (d) To exercise any option or rights arising from ownership of investments. (e) To compromise claims without order of court or consent of any legatee. (f) To distribute in cash or in kind. (g) To join with my children or their personal representative in filing any joint income tax return, and ' to join in any gifts made by them for gift tax purposes even if this may result in additional liabilities for my estate. Any income or gift taxes due on such returns and any deficiencies, interest, penalties or refunds thereon shall be allocated between my estate and my said children or their estate, or all to any of them, in such manner as my Executor and my said children or their personal representative may agree. (h) To employ accountants, agents, in- vestment counsel, brokers, bank or trust company to perform services for and at the expense of my estate and to carry or register investments in the name of the nominee of such agent, broker, bank or trust company, The expenses and charges for such ' services shall be charged against principal or income or partly against each as my Executor may determine. My Executor is ex- pressly relieved of any liability or responsibility whatsoever for any act or failure to act by, or for following the advice of, such accountants, agents, investment counsel, brokers, bank or trust company so long as my Executor exercises due care in their selection. The fact that an Executor may be a member, shareholder or employee of any accounting, investment or broker- age firm, agent or bank or trust company so employed shall not be deemed a conflict of interest. Any compensation paid pursuant to this subparagraph shall not affect in any manner the amount of or the right of my Executor to receive commissions as a fiduciary. SIXTH: Definitions. (a) The word "Executor" when used herein includes all genders and the singular and plural as the context may require. (b) Paragraph headings in this Will are for reference only and shall not affect the meaning, con- struction or effect of this Will. SEVENTH: Executor. I appoint my three children or the survivor of them as Co-Executors. My Executor shall not be required to post security in any jurisdiction. Executed DFCfiM+eB~ !o 1991. ~• ( SEAL ) SIGNED by M ~Fy M . w~+-rK~~s as her Will, in our presence, who at her request, in her presence and in the presence of each other signed as witnesses: 5~~,. L/ ~...,.~_ Add re s s 9C~ ~~*~ ~~ ~- ohs ~ , ~w. / 7I. ,7C~~rvx.cc~ Cr /-~'t,~~.~ Ad d r e s s ~~? G / v`~.-~ ~G-~,~• ~c.G • ,7L~c,cn~~c--G~ -3- ,,,, • • , ACKNOWLEDGEMENT Cottanonwealth of Pennsylvania County of C v M g >F R ~-A ~•.D I, A7 ~R Y ~- • w ~ r>~r ti s ,testatrix, whose name is signed on the attached or foregoing instrument, having been duly qualified according to law, do hereby ac}mowledge that I signed and executed the instrument as my last Will and Testament; and that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and aGmowledged before me, b}• M R Ry ~`+ V"AT1~~~- s , the testatrix, this / o .day of Ofc EM•6ER~, 19 q/ j v NOTARI/~L SEAL, RAYh10ND J. RESIAGNO. Notary Public Hampden Township. Cumberland County AFFIDAVIT My Commission Expires July 29. 1995 Co>R¢nonwealth of Pennsylvania County of C' ~ M d E R ~~ ~ We, the undersigned, the witnesses whose names are signed to the attached or foregoing instrument, 'being duly qualified according to law, do depose and say that we were present and saw testatrix sign and execute the instrument as her last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein e.~cpressed; that each of us in the hearing and sight of the testatri.Y signed the said Will as witnesses; and that to the best of our ]rnowledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by and I~E~Eha~R 19a, ~ . ~~ ~„~ witnesses, this ~ day of NOTARIAL SEAL ~. RAYh10ND J. RES7AGN0. Notary Public Hampden Terinship. Cumberland County My Ccmmission Expires Jaly 29. 1995 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 260601 HARRISBURG, PA 1 71 2 8-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX~11-96) NO. CD 000645 WATKINS BENJAMIN 301 W SPRING VALLEY PLACE TUCSON, AZ 85737-6755 fold ESTATE INFORMATION: Ssty: 189-14-582s FILE NUMBER: 21-2001- 0623 DECEDENT NAME: WATKINS MARY M DATE OF PAYMENT: 12/17/2001 POSTMARK DATE: 1 2/ 1 3/2001 couNTY: CUMBERLAND DATE OF DEATH: 03/ 1 6/2001 REMARKS: CHECK#108 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ $1,964.12 TOTAL AMOUNT PAID: INITIALS: CW $1,964.12 SEAL RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS c ~.egi~ter of ~i~~ aub ~Y~r~ of t~je ®r~p~jar~~' court ~Lountp of ~Gum6trIanD COURTHOUSE, CARLISLE, PA 17013 MARY C. LEWLS Register of Wills & Clerk of the Orphans' Court JERRY R DUFFIE, ESQ. Solicitor TO: BENJAMIN M WATKINS 301 W SPRINGVALLEY PLACE TUCSON AZ 85737-6755 Date: 12-17-2001 ~I~~. 'z~ -- 2do1- 0~~3 ADDITIONAL FILING FEES DUE IN THE MARY WATKINS ESTATE, INHERITANCE TAX RETURN $15.00 DUE ADDITIONAL PROBATE FEE $35.00 DUE ~ ~~' O `~ ~~S -- DO YOU STILL WANT THIS AS YOUR ADDRESS. ALSO WE STILL NEED YOUR SOCIAL SECURITY NUMBER. -- ) ~q- - ~Z - O~j~~ PLEASE REPLY TO THE ATT$NTION OF CHERYL, THANK YOU AND HAVE A ,. HAPPY HOLIDAY. ,: ® ~ ~ C~ c~ ~,nz,Yj 1 S ,A c~~~ ~rt ot~ ~'S'c7 , O~ ~- _~ • l i `E 'r ,~#~ ~, -~ '~~~~ 1~ ~~;~~, ti :~ ~.~ 7 g .~ ~ ~~ ~~ ~~ ~~~ ~.~ a3~ a .., ~°~ ~ r ~-- C„ cL 4 ~ ~ ~~ J ~~ ~~ ;:~ t.r ~~~~ .~:. ,,, .:.., ,_::~ ..., ~~ -. Name of Decedent: Date of Death: CERTIFICATION OF NOTICE UNDER1 RULE 5.6ta) ~~ 1~~ /V1 W~~~ ~\S MD~~Cu -b ~~01 Will No. ~X Q ~ ~ -" ©O ~ z ~ Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on _~ hl h ZO01 Name Address 8S~? 37 ~YLr.I ~V~-.1~1 ~~ ~ ~~~~fi~~~ 1S '301 W. S~~l-JL ~~~t~, 'NcfOa . I ~123~ 'C1Q a s '303 ~~ ~~ Do ~O~b gs~t~z ~~ Notice has now been given to all persons entitled thereto under Rule 5.6(a) except lV ~ ~~ Date: ~ ~ ~ - ~ ~©Z ~ ~ _ = 'y~ - 'mot r.... ~~> ~ ~ ~ . ~~ ~ ' L :3 Cfa ~~ N D . '"~ ~ .? C~ V Signature Name ~~~ ~ ~Lr~~ ~ ATkI .C" Address 'S D ~ ~ - S l 1~.~ N~ V ~+~ I~t-; ~~-. Telephone ~~~j~. ~~~~~ g ~~ Capacity: V Personal Representative Counsel for personal representative BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 171L8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX E. •a1 c~~r~r ~~ BENJAMIN M WATKINS 301 W SPRING VLY PL TUCSON AZ 85737 "t~ v . REV-1547 EX AFP (O1-RY1 DATE 05-20-2002 ESTATE OF WATKINS MARY M DATE OF DEATH 03-16-2001 FILE NUMBER 21 01-0623 "~;? ~OSlNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ -------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-02) NO?ICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WATKINS MARY M FILE N0. 21 01-0623 ACN 101 -------------------- OR DATE 05-20-2002 TAX RETURN WAS: [ X) ACCEPTED AS FILED ( l CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 30,000.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 20,336.00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fora with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,096.00 tax payment. 6. Jointly Owned Property (Schedule Fl (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 51,432.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 2,435.00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule M) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) [10) 5,3 50 .00 11. Total Deductions (11) 7.785.00 43 , 6 47 .0 0 12 . Net Value of Tax Return (12 ) 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedule J) [13) .00 14. Net Value of Estate Subject to Tax (14) 43,647.00 NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 00 00 .00 15. Amount of Line 14 at Spousal rate (15) . X = 16. Amount of Line 14 taxable at Laneal/Class A rate (16) 43,647.00 X 045. 1,964.12 17. Amount of Line 14 at Sibling rate (17) .00 X 1 2 _ .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 .00 19. Principal Tax Due (19). 1,964.12 ... DATE NUMBER + INTEREST/PEN PAID (-) AMOUNT PAID 12-13-2001 CD000645 .00 1,964.12 TOTAL TAX CREDIT 1,964.12 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 31, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A ''CREDIT" tCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after tfie expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE DF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. C72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or Honey order payable to: REGISTER OF KILLS, AGENT REFUND (CRI: A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an ^Application for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax [including discount or interest) as shown on this Notice must object within sixty C60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (7177 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent^ (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non participation penalty is appealable in the sase Wanner and in the the sane tine period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) wonths and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year tc calendar year with that rate announced by the PA Oepartwent of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen [15) days beyond the date of the assessment. If payment is made after the interest cowputation date shown an the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX BIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 FINANCIAL INSTITUTION: ALLFIRST BANK 'd:7 'ri`ll ZA BENJAMIN M WATKINS 301 W. SPRING VALLEY PL TUCSON ~:, fl2 85737 RFY-154D EX AfP (D1-DP) DATE 05-27-2002 ESTATE OF WATKINS MARY M DATE OF DEATH 03-16-2001 FILE NUMBER 21 01-0623 COUNTY CUMBERLAND SSN/DC 189-14-5826 ACN 01139121 AwoAmt Rewitt®d MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP (01-02) NOTICE OF INHERITANCE 7AX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-27-2002 ESTATE OF WATKINS MARY M DATE OF DEATH 03-16-2001 COUNTY CUMBERLAND FILE N0. 21 01-0623 S.S/D.C. N0. 189-14-5826 ACN 01139121 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT ALLORANCE OR DISALLOBANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON JOINTLY 'HELD OR TRUST ASSETS `s `,s ;- TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( ) TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 04-11-2000 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 5,304.16 X 0.500 2,652.08 .00 2,652.08 X .45 _ 119.35 ACCOUNT N0. 80000002000564 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT 70 THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID INTEREST IS CHARGED THROUGH 06-04-2002 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 119.35 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 3.48 TOTAL DUE 122.83 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. Dt ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A °CREDTT" ( CRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PURPOSE OF NOTICE: To fulfill the requireaents of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and subait with your payaent to the Register of Mills printed on the reverse side. -- Make check or coney order payable to: REGISTER OF HILLS, AGENT. REFUND CCR): A refund of a tax credit, which was not requested on the tax return, aay be requested by coapleting an ^Application for Refund of Pennsylvania Inheritance and Estate Tax^ CREV-1313). Applications are available at the Dffice of the Register of Hills, any of the 23 Revenue District Offices or by calling the special 24-hour answering service far foras ordering: 1-800-362-2050; services for taxpayers with special hearing and or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraiseaent, allowance, or disallowance of deductions or assessaent of tax [including discount or interest) as shown on this Notice aay object within sixty (607 days of receipt of this Notice by: --written protest to the PA Departaent of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --electing to have the astter deterained at the audit of tfie account of the personal representative, OR --appeal to the Orphans' Court ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessaent should be addressed in writing to: PA Oeparhent of Revenue, Bureau of Individual Taxes, ATTN: Post Assessaent Review Unit, DEPT. 280601, Harrisburg, PA 17128-0601 Phone C717] 787-6505. See page 5 of the hooklet ^Instructions for Inheritance Tax Return for a Resident Decedent^ (REV-1501) for an explanation of adainistratively correctable errors. DISCOUNT: If any tax due is paid within three C3) calendar aonths after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax aanesty non-participation penalty is coaputed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax aanesty period. This non-participation penalty is appealable in the sane canner and in the the saae tise period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) aonths and one (17 day frog the date of death, to tfie date of payaent. Taxes which becaae delinquent before January 1, 1982 bear interest at the rnte of six (6%7 percent per annua calculated at a daily rata of .OOOlb4. All taxes which becaae delinquent an or after January 1, 1982 will bear interest at a rate which will vary frog calendar year to calendar year with that rate announced by the PA Departaent of Revenue. The applicable interest retes for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becoaes delinquent will reflect an interest calculation to fifteen C15) days beyond the date of the assassaent. If payaont is sado after the interest coaputation date shown on the Notice, additional interest oust be calculated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 2806D1 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INRERITANCE TAX APPRAISEMENT ALLONANCE OR DISALLONANCE OF DEDUCTION, AND ASSESSlIENT OF TAX ON JOINTLY E(ELD OR TRUST ASSETS BENJAMIN M WATKINS 301 W. SPRING VALLEY PL TUCSON AZ 1.85737 i.~t'.. REY-1556 EII AFP (01-02) DATE 05-27-2002 ESTATE OF WATKINS MARY M DATE OF DEATH 03-16-2001 FILE NUMBER 21 01-0623 COUNTY CUMBERLAND SSN/DC 189-14-582b ACN 01139123 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-27-2002 ESTATE OF WATKINS MARY M DATE OF DEATH 03-16-2001 COUNTY CUMBERLAND FILE N0. 21 01-0623 S.S/D.C. N0. 189-14-5826 ACN 01139123 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST BANK ACCOUNT N0. 0098130765 TYPE OF ACCOUNT: ( ) SAVINGS (X1 CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 04-14-1997 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 14,564.74 NOTE: X 0.500 7,282.37 .00 7,282.37 X .45 327.71 TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARGED THROUGH 06-04-2002 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 327.71 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 9.54 TOTAL DUE 337.25 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT° ( CR), YOU MAY 8E DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PURPOSE OF NOTICE: To fulfill the requireaents of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and subait witfi your payaent to the Register of Nills printed on the reverse side. -- Make check or coney order payable to: REGISTER OF WILLS, AGENT. REFUND (CR): A refund of a tax credit, which was not requested on the tax return, ^ay be requested by coapleting an ^Application for Refund of Pennsylvania Inheritance and Estate Tnx^ CREV-13137. Applications are available at the Office of the Register of Nills, any of the 23 Revenue District Offices or by calling the special 24-hour answering service for fares ordering: 1-800-362-2050; services for taxpayers with special hearing and or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraiseaent, allowance, or disallowance of deductions or assessaent of tax (including discount or interest) es shown on this Notice aay object within sixty (60) days of receipt of this Notice 6y: --written protest to the PA Departaent of Revenue, Board of Appalls, Oapt. 281021, Harrisburg, PA 17128-1021, OR --electing to have the natter deterained at the audit of the account of the personal representative, OR --appeal to the Orphans' Court ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessaent should be addressed in writing to: PA Departaent of Revenue, Bureau of Individual Taxes, ATTN: Post Assessaent Review Unit, DEPT. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. Sae page 5 of the booklet ^Instructions for Inheritance Tax Return far a Resident Decedent^ CREV-1501) for an explanation of adainistrotively correctable errors. DISCOUNT: If any tax due is paid within three C3) calendar aonths after the decedent's death, a five percent CS%l discount of the tax paid is allowed. PENALTY: The 15% tax aanesty non-participation penalty is coaputed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax a.nesty period. This non-participation penalty is appealable in the sane canner and in the the seas tine period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) acnths and one C1) day frog the date of death, to the data of payaent. Taxes which becsae delinquent before January 1, 1982 boar interest at the rate of six C6%) percent per annua calculated at a daily rata of .000164. All texas which becaae delinquent on or after January 1, 1982 will bear interest at a rate which will vary frog calendar year to calendar year with that rate announced by the PA Departaent of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .OOD192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .OD0301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becoaes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessaent. If payaent is aada after the interest coaputation date shown on the Notice, additional interest oust 6a calculated. JUNE 7, 2002 IN RE: ESTATE OF MARY M WATKINS DEAR MR. WATKINS: ACCORDING TO THE DEPARTMENT OF REVENUE THE TWO JOINT ACCOUNTS AND THE TWO CD's HAS INHERITANCE TAX DUE. THIS INFORMATION DOES NOT COME FROM THE REGISTER OF WILLS OFFICE IT COMES FROM THE DEPARTMENT OF REVENUE. IF YOU HAVE ANY QUESTIONS YOU CAN CONTACT THEM AT (717) 787-8327 AT YOUR EARLIST CONVIENCE. THANK YOU REGISTER OF WILLS OFFICE June 3, 2002 Register of Wills Cumberland Co. Court House Carlisle, PA 17013 Ref: (1) File No. 21 01-0623/ACN 01139123 -Checking #0098130765 (Copy Included) (2) File No. 21 O1-0623/ACN 01139121 - CD #80000002000564 (Copy Included) (3) File No. 21 01-0623 - CD #80000002000259 (Copy Included) (4) File No. 21 01-0623 - CD #031003910495273 (Copy Included) To Whom It May Concern: The reason for this letter is that I received the notices of taxes due in reference (1) and (2) above. I have also included the two additional accounts in reference (3) and (4) above because they have the same vesting, even though you did not send me notices for these accounts. The vesting in all of the above referenced accounts is in the name of Mary M. Watkins OR Benjamin M. Watkins. Please refer to the documentation enclosed. Upon advice of an attorney in Pennsylvania, prior to filing the inheritance tax return for Mary M. Watkins, I was told that the above referenced accounts transferred to Benjamin M. Watkins upon the death of Mary M. Watkins and that because of the vesting there was no inheritance tax due. Please correct your records to indicate that no additional taxes are due. If you require any additional information please let me know. Si~~~erely, 3 Benjamin M. Watkins Executor for the estate of Mary M. Watkins 301 W. Spring Valley Pl: Tucson, AZ 85737 (520) 575-8469 _-, .~ ,; ~. -~,~ " .J BUREiEU' OF INDIVIDUAL TAXES ~NERITANCE TAX GIVISIGN PT. 280601 HARRISBURG, PA 17128-0601 ~~~~~) BENJAMIN M WATKINS 301 W. SPRING VALLEY PL TUCSON AZ 85737 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT ALLONANCE OR DISALLONANCE OF DEDUCTION, AND ASSESSMENT OF TAX ON JOINTLY MELD OR TRUST ASSETS REY-154! ER OFF (R1-R2) DATE 05-27-2002 ESTATE OF WATKINS MARY M DATE OF DEATH 03-16-2001 FILE NUMBER 21 01-0623 COUNTY CUMBERLAND SSN/DC 189-14-5826 ACN 01139123 Amount Rseitt~d MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP (O1-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-27-2002 ESTATE OF WATKINS MARY M DATE OF DEATH 03-16-2001 COUNTY CUMBERLAND FILE N0. 21 01-0623 S.S/D.C. N0. 189-14-5826 ACN 01139123 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST BANK ACCOUNT N0. 0098130765 TYPE OF ACCOUNT: C ) SAVINGS ( ~ CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 04-14-1997 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 14,564.74 X 0.500 7,282.37 .00 7,282.37 X .45 327.71 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT .'• PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID INTEREST IS CHARGED THROUGH 06-04-2002 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 327.71 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 9.54 TOTAL DUE 337.25 ^ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTALrDUE IS REFLECTED AS A_"CREDIT" ( CR), YOU MAY BE DUE A REFUND. ~~ ~'~ r ~ ~~~ ~~ u.~~`~ i -. allfirst MARY M WATKINS OR BENJAMIN M WATKINS 119 E SURD ST SHIPPENSBURG PA 17257-1303 n~~~~n~~n~~~~~i~~~n~~nt~~n~~~~~uu~~~~n~~~~t~uni The Money Fund Alternative January ~ 9nnf fhni F.nr.uni fR 9Anf i•rtai}i dn' ~litwlnic Or Benjamin M Watkins Acci No 00381-307a-,ri ®ailfirsi.com i® 24-hour Customer Service ~lb ~ --' ~ ©' I IpS 1-800-533-4630 Activity Summary Annual percentage yield earned 5.16x Balance on 01/19 514,456.95 Avg, daily ledger balance S14,458.92 Deposits and additions 55.20 Avg. daily collected balance S14,261.89 Balance on 02/16 S14,512.15 Interest earned this statement S55.20 Interest paid this statement S55.20 Interest paid this year S107.72 Days covered by this statement 28 Deposits and additions Date Description Amount 02/16 INTEREST PAID S55.20 S55.20 End of Day Ledger Balsnce Account balances are updated in the section below on days when transactions posted to this account. Date Balance 01/19 S14,456.95 02/16 14,512.15 Effective March 21, 2001, stop payments will now lie charged 531.00. ATM withdrawals and ATM transfers at non-Allfirst ATMs will now be charged 51.75 per transaction regardless of which ATM network processes the transaction. This change will be effective as of the day after the date of your March statement. ATM transactions at over 575 Allfirst ATMs are free. Page i of 3 003621 0011-96317531306 050 BURFA-Id' OF INDIVIDUAL TAXES I/' IERITANCE TAX DIVISION 0 T. 280601 HARRISBURG, PA 17128-06D1 Q~~ Cz) BENJAMIN M WATKINS 301 W. SPRING VALLEY PL TUCSON AZ 85737 CbMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT ALLONANCE OR DISALLONANCE OF DEDUCTION, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-15<t ER AFF (P1-RP) DATE 05-27-2002 ESTATE OF WATKINS MARY M DATE OF DEATH 03-16-2001 FILE NUMBER 21 01-0623 COUNTY CUMBERLAND SSN/DC 189-14-5826 ACN 01139121 Awount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG_ THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV- 1548 EX AFP (0 1- 0 2) ----------------------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-27-2002 ESTATE OF WATKINS MARY M DATE OF DEATH 03-16-2001 COUNTY CUMBERLAND FILE N0. 21 01-0623 S.S/D.C. N0. 189-14-5826 ACN 01139121 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST BANK ACCOUNT N0. 80000002000564 TYPE OF ACCOUNT: C ) SAVINGS ( ) CHECKING C ) TRUST ( ~ TIME CERTIFICATE DATE ESTABLISHED 04-11-2000 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 5,304.16 NOTE: X 0.500 2,652.08 .00 2,652.08 X .45 119.35 TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID INTEREST IS CHARGED THROUGH 06-04-2002 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 119.35 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 3.48 TOTAL DUE 122.83 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ^ ( IF TOTAL DUE IS LESS THAN Sl, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT'' ( CR), YOU MAY BE DUE A REFUND. SFF REVERSE CTI1F AF THTC ~nRM FF1R TMC Ti,11rTTF1F~C ~ ~ , `~ allfirst MARY M WATKINS OR BENJAMIN M WATKINS 119 E BURD ST SHIPPENSBURG PA 17257-1303 n~~~~n~~n~~~i~i~~~m~ui~~n~~~~~nni~~un~~~~~nu~ Page i of ? Certificate of Deposit July t, ?000 thru December 31, ?000 Mary M Watkins Acct No 8-000-000-2000564 6 atlHrst.com ~ 24fiour Or Benjamin f1A Watkins Fixed Rate CD Customer Service 1-600-533-4630 Activity Summery Interest rate 6.35X Beginning balance S5,000.00 Interest paid this statement S160.45 Deposits and additions 160.45 Interest paid this year S160.45 Current value 55,160.45 Term (months) 15 Maturity date 07/11/2001 Depoaks and addklone Dste Description Amount 07/11 INTEREST CREDIT S79.16 10/11 INTEREST CREDIT 81.29 S160.45 What your Icons mean A Customer Service e Important reminder - Other banks' ATM Credit to your account ~ Charge to your account transaction For questions about your statement or change of address information, please see page 2. 032820 0020-00103205180 050 allfirst aF ~ ~3 ` K MARY M WATKINS OR BENJAMIN M WATKINS 119 E BURD ST SHIPPENSBURG PA 17257-1303 n~~~~u~~~~~i~~~~~~~n~~n~~~n~~i~~nn~~~~~n~~~~~un~ Pape 1 0/ 2 Certificate of Deposit July 1, 2000 thru DeeemDer 31, ?000 Mary 1A Watkins Acct No 8-000-000-2000259 e allflnt.com A 24-hour Or Benjamin M Watkins Fixed Rate CD Customer Service ~-800533-4630 Activity Summary Interest rate 4.91X Beginning balance 52,100.30 Interest paid this statement 552.02 Deposits and additions 52.02 Interest paid this year S102.78 Current value 52,152.32 Term (months) 23 Maturity date 05/10/2001 Deposks and addklons Date Description Amount 09/10 INTEREST CREDIT 526.00 12/10 INTEREST CREDIT 26.02 S52.02 `.1l::~: ^~~r !cons ^'..=~ -- A Customer Service Credit to your account e Important reminder - Other banks' ATM Charge to your account transaction For questions about your statement or change of address information, please see page 2. 032707 0020-99162205069 050 Keystone %~ F' a~cial ~~ CERTIFICATE OF DEPOSIT Member 'NON-TRANSFERABLE No. 3 7 8 2 213 O 5 6 FDIC OFFICES =.ISSUE "DATE TERMS 1st MATURITY TYPE OF CERTIFICATE TYPE INTEREST PLAN 820 `10 21 99 25'` Months 11 21 O1 Auto. Renewable 060 840 FIRST INTEREST RATE FREQUENCY OF INTEREST PAYMENT METHOD OF INTEREST PAYMENT CODE 06.150 At Maturity Add to Certificate Name and Address Tax IDfSS~ AMOUNT DEPOSITED MAtRYaMTUAMgwnTxTUa nnnnnnnnn ~-'---~ S ****** 2 000.00 Authorized , 119 E BDRD ST Signature SHIPPENSBIIRG PA 17 2 5 7 0 0 0 0 AMOUNT REDEEMED 25 MONTH SPECIAL S Relationship: MOTHER ~ SON Telephone *: H (717) 5 3 2- 9 6 7 6 w (0 0 0) 0 0 0- 0 0 0 0 ~: 5 L88~~~ LO 10~: CERTIFICATE OF DEPOSIT WITHDRAWAL AND FORFEITURE PROVISIONS Funds deposited in a certificate of deposit cannot be withdrawn C. Tenn of more than one year: in whole or in part prior to maturity except with the consent The depositor will forfeit an amount equal of the bank at the time the request for withdrawal is made. to six months' simple interest. If the withdrawal is permitted, one of the following penalties will be assessed: A. Term of 7-89 days: The depositor will forfeit at least seven (7) days interest. If the funds have been on deposit for more than seven (~ days, the depositor will forfeit any interest accrued at the time of withdrawal. The assessment of forfeiture of interest may requee a reduction in the principal amount of the certificate. Requests for withdrawal prior to maturity where the owner or beneficial owner has either died or been judicially declared mentally incompetent will be made without interest penalty. ~•e2~ (oaesllie os o2-oos O~~Od O>J f ~ Z~/~`~ '3~ (,/o t I (o f6 rno~s B. Term of three months through one year: The depositor will forfeit an amount equal to three months' simple interest. r Welcome to M~ 04341 Mary M Watkins Or Ben~amm M Watkins 119EBurdSt Shippensburg, PA 17257-1303 ~~~III~~~I~~I~I~I~I~I~~~I~~~II~~II~II~~~~~II~~~~III~I~~„~ Important Account Number Information Deaz Valued Customer: KR As you may know, your accounts at Keystone Financial Bank, N.A., Inc. will soon be transferred to Manufacturers and Traders Trust Company ("M&T Bank" or "M&T"). We are pleased to have you as a customer and look forward to serving your financial needs in the years ahead. Following the close of business on Friday, October 6, 2000, your accounts will convert to M&T Bank's computer systems. As part of this conversion, we've found it necessary to change savings, CD and retirement account numbers, as well as line of credit account numbers. Listed below is your new M&T account number information. As a convenient reference, we have also included the previous Keystone account number and the type of account. Please refer to these new account numbers whenever you visit your M&T Bank office or cal] the M&T Telephone Banking Center, our 24- hour telephone banking service. You may also receive additional mailings depending on the number of accounts you have or how your name and address appeaz on our records. Once again, we're very pleased that you're a part of M&T Bank and we look forward to serving your _- ~~ ~ ~ ~ r Jf '' ~ ~' '~+. ~h 1• . , y ~ '~ i ~i ~J~ v~ a ~s M ~ ~ ~ ~ ~; ~ '~;,,~ ~~ _ ~ `~; C(V ~J ~~ Q ~~ \i'- N ~_ ~~ ~ ~~ j`°' J~~J 'COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT ALLONANCE OR DISALLONANCE OF DEDUCTION, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS V XEY-15At EX APP (51-02) DATE 05-27-2002 ESTATE OF WATKINS MARY M DATE OF DEATH 03-16-2001 •~~~ ~;~~ ~ ~ _ FILE NUMBER 21 01-0623 ~'~COUNTY CUMBERLAND BENJAMIN M WATKINS SSN/DC 189-14-5826 301 W. SPRING VALLEY PL~~~-- ACN 01139121 TUCSON AZ 857~i7t Amount RE+nitted tZ3.2 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG_ THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV- 1548 EX AFP t0 1- 0 2) ----------------------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-27-2002 ESTATE OF WATKINS MARY M DATE OF DEATH 03-16-2001 COUNTY CUMBERLAND FILE N0. 21 01-0623 S.S/D.C. N0. 189-14-5826 ACN 01139121 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST BANK ACCOUNT N0. .80000002000564 TYPE OF ACCOUNT: ( ) SAVINGS C ) CHECKING ( ) TRUST C ~ TIME CERTIFICATE DATE ESTABLISHED 04-11-2000 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 5,304.16 NOTE: X 0.500 2,652.08 .00 2,652.08 X .45 __ 119.35 TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 6 24 oZ ~rn~ L TN ~ O 4 i (~. 4 ~ 122.8 ~~3.z4 INTEREST IS CHARGED THROUGH O6 04- 002 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTL ED ON THE BALANCE OF TAX DUE 119.35 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 3.48 TOTAL DUE 122.83 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ^ ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ''CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 1 ~~ -~~i BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT ALLONANCE OR DISALLONANCE OF DEDUCTION, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1546 EX ~FP (R1-02~ DATE 05-27-2002 ESTATE OF WATKINS MARY M DATE OF DEATH 03-16-2001 FILE NUMBER 21 01-0623 ~~~ JL 1!; .`COUNTY CUMBERLAND BENJAMIN M WATKINS `SSN/DC 189-14-5826 ACN 01139123 301 W. SPRING VALLEY PL Amount Remitted TUCSON AZ 857~,~ n ~.z 3 t MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG_ THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ REV-1b48 EX AFP (01-02) ----------------------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 05-27-2002 ESTATE OF WATKINS MARY M DATE OF DEATH 03-16-2001 COUNTY CUMBERLAND FILE N0. 21 01-0623 S.S/D.C. N0. 189-14-5826 ACN 01139123 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST BANK ACCOUNT N0. 0098130765 TYPE OF ACCOUNT: C ) SAVINGS (X) CHECKING ( ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 04-14-1997 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 14,564.74 NOTE ~ 0.500 7,282.37 .00 7,282.37 X .45 327.71 TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 6 ~- oz ~no~ ~. I. ~3 I . i 3 33 ~I , 2~ 3~~. 38' INTEREST IS CHARGED THROUGH 0 -04 2002 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTL NED ON THE BALANCE OF TAX DUE 327.71 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 9.54 TOTAL DUE 337.25 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ^ ( IF TOTAL DUE IS LESS THAN Sl, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SFF REVERSE STDF OF THT~ FF1RM FOR TNcTRlIPTTONC 1 ~, ~ ~ ,.., `` .~-. ~-, 0 v Q .i' ...f _•_-~ < -- ~~ C- ?y~ ~=~r m ~ar 3 °° ~ p Ul ~y~,3 °u~ A ~., ~ ~OOF^ t~ V 2 ~-.` ~~ iii ~Y iti! ~`} S ti i `~ ~ Y ~ ..d 4(.}. Y ~ . t..; ~~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: REV-1162 EX111-961 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 001325 WATKINS BENJAMIN 301 W SPRING VALLEY PLACE TUCSON, AZ 85737-6755 fold ESTATE INFORMATION: ssrv: ass-i4-5826 FILE NUMBER: 2101-0623 DECEDENT NAME: WATKINS MARY M DATE OF PAYMENT: 06/24/2002 POSTMARK DATE: 06/21 /2002 couNTY: CUMBERLAND DATE OF DEATH: 03/ 1 6/2001 ACN ASSESSMENT AMOUNT CONTROL NUMBER 01139123 ~ $338.38 01 139121 ~ 5123.24 TOTAL AMOUNT PAID: REMARKS: BENJAMIN M WATKINS SEAL CHECK#110 INITIALS: SK RECEIVED BY: MARY C. LEWIS 5461.62 REGISTER OF WILLS REGISTER OF WILLS /6-ayi- / BUREAU OF INDIVIDUAL TAXES ~/ INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-D601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT ., BENJAMIN M WATKINS 301 W. SPRING VALLEY PL TUCSON AZ`$5737 f al i;~ REY-1107 ER iFP (O1-OY7 DATE 07-29-2002 ESTATE OF WATKINS MARY M DATE OF DEATH 03-16-2001 FILE NUMBER 21 01-0623 COUNTY CUMBERLAND ACN 01139121 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (O1-02) ~~~( INHERITANCE TAX STATEMENT OF ACCOUNT ~~x ESTATE OF WATKINS MARY M FILE N0. 21 01-0623 ACN 01139121 DATE 07-29-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-27-2002 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): 119.35 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 06-21-2002 CD001325 3.81- 123.24 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE ~ TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 119.43 .08CR .00 .08CR PAYMENT: Detach the top portion of this Notice and submit with your payment wade payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT Hake check or honey order payable to: REGISTER OF WILLS AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may 6e requested by completing an ^Application for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications are available at the Office of the Register of Nills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). REPLY T0: Questions regarding errors contained an this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Bept. 280601, Harrisburg, PA 17128-0601, phone C7171 787-6505. DISCOUNT: If any tax due is paid within three C3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (97 months and one [1) day from the date of death, to the date of payment. Taxes which 6ecane delinquent before January 1, 1982 bear interest at the rate of six C6%) percent per annum calculated at a daily rate of .OOOlb4. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen [15) days beyond the date of the assessment. If payment is Wade after the interest camputaticn data shown on the Notice, additional interest oust be calculated. /6 -~~~- i \ BUREAU OF INDIVIDUAL TAXES v INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT ,~.. '-..1 'I BENJAMIN M WATKINS` r':!,~~ ~~ " ' 301 W. SPRING VALLEY PL TUCSON QZ-,85737 ~':; ~ . REY-1107 E% APP (01-DR) DATE 07-29-2002 ESTATE OF WATKINS MARY M DATE OF DEATH 03-16-2001 FILE NUMBER 21 01-0623 COUNTY CUMBERLAND ACN 01139123 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (01-02) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ~~x ESTATE OF WATKINS MARY M FILE N0. 21 01-0623 ACN 01139123 DATE 07-29-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW I5 A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-27-2002 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): 327.71 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 06-21-2002 CD001325 10.46- 338.38 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 327.92 .21CR .00 .21CR PAYMENT: Detach the top portion of this Notice and subwit with your paywant wade payable to the nave and address printed on the reverse side. -- If RESIDENT DECEDENT wake check or woney order payable to: REGISTER OF WILLS, AGENT. -- If NON-RESIDENT DECEDENT wake check or woney order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested an the Tax Return, nay be requested by cowpleting an ^Application for Refund of Pennsylvania Inheritance and Estate Tax^ CREV-1313). Applications are available at the Office of the Register of Nills, any of the 23 Revenue District Offices or free the Departwent's 24-hour answering service for forws ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-8D0-447-3020 CTT only). REPLY T0: questions regarding errors contained on this notice should be addressed to: PA Departwent of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Oept. 280601, Harrisburg, PA 17128-0601, phone (7171 787-6505. DISCOUNT: If any tax due is paid within three (3l calendar wonths after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is cowputed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (97 wonths and one C1l day fraw the date of death, tc the date of paywant. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six C6%] percent per annuw calculated at a daily rate of .OD0164. All taxes which became delinquent on and after January 1, 1982 will hear interest at a rate which will vary frow calendar year to calendar year with that rate announced by the PA Departwent of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .DD0247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .DD0247 1985 13% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .OOD164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becowes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is wade after the interest cowputaticn date shown on the Notice, additional interest must be calculated. r Name of Decedent: STATUS REPORT UNDER RULE 6.12 ,e ~' ~..~' 11 ~~''~ Vj Date of Death: ~`j(~ ~a0p~ Will No. Admin . No . zpp ~ -- OU ~Z~ Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes~_ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes~_ No ~~~ v~S~' 'Tpi C~.D b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes_~ No d. Copies of receipts,. releases, joinders and approvals of formal or informal accoun~s may be filed with the Cerk of the Orphans' Court and may bed ttached to this report. Date : 3 ~ I Q (MAH:rmf/AM3) i cure ~ ~~~~N1t,~ .M ~~ ~ ~~ ~ Name (Please type or print) Address '~~SO,~ ~ ~ ~~~'~ Tel. No. Capacity: Personal Representative Counsel for personal representative Estate of Mary M. Watkins Final Accounting 6/ 10/02 Asset in Name of: Asset: Ben Watkins AARP Account Allfirst Money Fund Allfirst CD Allfirst CD M&TCD Life Insurance Intel Stock Micron Stock Refund on Retirement Total for Ben Watkins Peggy Roth Mutual Funds & Stocks Checking Account Charter Muncipal Mtg Total for Peggy Roth Sally Watkins Refund on Retirement Total for Sally Watkins Grand Total Expenses Advanced by Ben Watkins Reserve for Taxes Total to Distribute Each Share Value: $24,501.76 $9,700.39 $2,291.72 $5,578.50 $2,301.03 $1,030.00 $ 5 50.00 $218.00 $268.54 $46,439.94 $13,336.37 $2,977.92 $3,141.45 $19,455.74 $268.54 $268.54 $66,164.22 $361.31 $1,000.00 $64,802.91 Divide by 3 $21,600.97 i Estate of Mary M. Watkins Final Distribution of Assets Ben Watkins Sally Watkins Peggy Roth Value as of 6/10/02 $46,439.94 $268.54 $19,455.74 Watkins' advances -$361.31 Reserve for Taxes -$1,000.00 Transfer to Sally Watkins •$21,332.43 $21,332.43 Transfer to Peggy Roth -$2,145.23 $2,145.23 Net $21,600.97 $21,600.97 $21,600.97 Signed: 301 W. Spring Valley PI. Tucson, AZ 85737 (520) 575-8469 Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone:(717) 240-6345 f Date: 2/07/2003 WATKINS BENJAMIN 301 W SPRING VALLEY PLACE TUCSON, AZ 85737-6755 RE: Estate of WATKINS MARY M File Number: 2001-00623 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 3/16/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc : .File Counsel Judge