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Home My WebLink About06-04-08 .....J 15056051058 REV-1500 EX (06-05) PA Department of Revenue *' Bureau of Individual Taxes PO BOX 280601 Hanisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT ;;.. \ 0 t:> File Number 60\~ Date of Birth 03/18/1933 Decedent's First Name MI ADELE S Spouse's First Name MI WILLIAM G 218-32-6636 12/31/2007 Decedent's Last Name Suffix WATSON (If Applicable) Enter Surviving Spouse's Information Below Spouse's last Name Suffix WATSON Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW . 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 4. limited Estate . o 8. Total Number of Safe Deposit Boxes 6. Decedent Died Testate (Attach Copy of Will) 9. litigation Proceeds Received THOMAS W. WATSON Firm Name (If Applicable) l'.J REGISTER cWF)vILLS USE OS ~O Co ,.~. ::JJ (_ U~~(") ~ -,,,=,pr- I~. ':7 m ""~-::o ~:::03^ COO C: (:::> "T1 OC ~ :::0 ~LED First line of address 411 APPLETREE ROAD I ..r:- Second line of address -0 :x N .. City or Post Office State ZIP Code CAMP HILL PA 17011 +' Correspondent's e-mail address:twatson33@verizon.net Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer olher than the personal representative is based on all information of which prepareI' has any knowledge. SI~~TYR~ P,ERSO~jPO~R FILING RETURN DATE . ~_"!lL~-~--~-----~... . -_______________ 1i~~~2:-0E~-- ADDRESS T~--- _!~~~__~~~~~.C>~d_Drive_S;_amp_!jlll...~~_.!.~~__.______________.._______________._.____...._____.....________ ..____.__ ~~~t:rlJ~:~~~~=~::_______..__________..__._______.____________.__d.~~_~;:-l-9-91i-.-.. ADDRESS 411 Appletree Road Camp Hill, PA 17011 - PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 .-:-::".1 [':"'1 <:-) (~) :0 I,;:; . ,1 (:.:J C") .r '-0 ('-';. I-:-~ t~' \.._/.... r '!t >\-1 .....J ~ - ~ REV-1500 EX Page 3 File Number Decedent's Complete Address: DECEDENTS NAME ADELE _._----~ --_.__.~--_._----- STREET ADDRESS 103 Ridgewood Drive _._...,~-------~---~-----------_._-~_._._-----_._--~-----_.--,._-~-----------------------------_._-------,--------- S WATSON DECEDENTS SOCIAL SECURITY NUMBER 218-32-6636 ___________u.,__o CITY Camp Hill STATE PA . ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits ( A + B + C ) (2) 0.00 ~-------~-----~------~- Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SA) (58) 0.00 0.00 0.00 0.00 0.00 A. Enter the interest on the tax due. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING 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 property transferred;.......................................................................................... 0 ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~ c. retain a reversionary interest; or.......................................................................................................................... 0 Ii] d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 Ii] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 Ii] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ ~ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. ~9'116 (a) (1.1) (II)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. --.J 15056052059 REV-1500 EX Decedent's Name: ADELE S WATSON RECAPITULATION 1. Real estate (Schedule A). ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)X.0_ 117,461.75 16. Amount of Line 14 taxable at lineal rate X.O_ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 16. 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 !L 218-32-6636 Decedent's Social Security Number 0.00 81,826.03 0.00 0.00 12,203.02 0.00 39,010.22 133,039.27 15,577 .52 0.00 15,577.52 117,461.75 0.00 117,461.75 0.00 0.00 15056052059 -...J REV-15i03 EX+ (6-98. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF ADELE S. WATSON FILE NUMBER All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 2. Delaware Fund - 300 Shares@ 18.09 Wellington Fund - 500 Shares @ 32.62 Wachovia Corp. - 1,477 Shares Common Stock @ 38.03 5,427.00 16,310.00 3. 56,170.31 4. Exelon Corp. - 48 Shares Common Stock@ 81.64 3,918.72 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 81,826.03 REV-1508 EX+ (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF ADELE S. WATSON FILE NUMBER ITEM NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. DESCRIPTION VALUE AT DATE OF DEATH 1. Sovereign Bank - Savings Account # 571106463 10,203.02 2,000.00 2. 1995 Honda Accord TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 12,203.02 REV-1510 EX+ (6-98. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF ADELE S. WATSON FILE NUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITE~ NUMB 1. DESCRIPTION OF PROPERTY I INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT ANO DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE ER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE Wachovia Bank - IRA Identification No. 0218326636 39,010.22 100 39,010.22 TOTAL (Also enter on line 7 Recapitulation) $ 39,010.22 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99)_ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF ADELE S. WATSON FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Neill Funeral Home St. John's Church - Cemetery Lot Gingrigh Memorials - Gravemarker and Foundation 7,870.12 600.00 3,455.40 2. 3. B. ADMINISTRATIVE COSTS: 1 . Personal Representative's Commissions Name of Personal Representative( s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City . State Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant William G. Watson Street Address 103 Ridgewood Drive City Camp Hill State PAZip 17011 Relationship of Claimant to Decedent Husband 4. Probate Fees 152.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 15,577.52 REV-1513 EX+ (9-00) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES EST A.TE OF ADELE S. WATSON FILE NUMBER NUM RELATIONSHIP TO DECEDENT AMOUNT OR SHARE BER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE [ TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 William G. Watson Husband 100% a ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET ]11 NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) \ ,J r \. r-) ~ \ tJ , " \ 1 '...J -~ ~, . ..~ .....J ~ "<1 '\j I, ADELE S. WATSON, of the Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any Will previously made by me. I TEM I: I direct that all my just debts and funeral ex- penses, including my gravemarker, shall be paid from the assets of my estate as soon as practicable after my decease. ITEM II: I devise and bequeath all of my estate of every nature and wherever situate to my husband, WILLIAM G. WATSON, providing he shall survive me by thirty days. ITEM III: Should my husband, WILLIAM G. WATSON, predecease :....,.) me or die on or before the thirtieth day following my deatp, I devise and bequeath all of my estate of every ,.--., -~.::.~:-;-.:; ~-- nature and wh~~evet; \. . ,.~-- \ -J situate to my issue per s t i r pes 1 i v in g 0 nth e t h i r t y - fir s t d:~ "e:J following my death. =T:: ;",.) , \ , :.~ ITEM IV: I appoint Commonwealth National Bank, of Harris- 1"';' burg, Pennsylvania, guardian of any property which passes either under this Will or otherwise to a minor and with respect to which I am authorized to appoint a guardian and have not other- wise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have 1 , ~ ~ I~ ~ " ~ " 1 .~ ~ .~ ~ the power to use principal as well as income from time to time for the minor's support and education (including college educa- tion, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payments for these purposes, without further respon- sibility, to the minor or to the minor's parent or to any person taking care of the minor. ITEM V: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the administration of my estate. ITEM VI: I appoint my husband, WILLIAM G. WATSON, exec- utor of this my Last Will. Should my husband, WILLIAM G. WATSON, fail to qualify or cease to act as executor, I appoint my son, THOMAS W. WATSON, and my daughter, DEBRA A. WATSON, or the sur- vivor of them, executors of this my Last Will. Should my son, THOMAS W. WATSON and my daughter, DEBRA A. WATSON, or the sur- vivor of them, fail to qualify or cease to act as executor, I ~ppoint Commonwealth National Bank of Harrisburg, Pennsylvania, executor of this my Last Will. ITEM VII: I direct that my executor or guardian or their 2 successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand this 27th day of May 1982. ati~.e/ Adele ~; U/q~<-/ S. Watson The preceding instrument, consisting of this and two other typewritten pages, identified by the signa cure of the Testatrix, was on the day and date thereof signed, published and declared by ADELE S. WATSON, the Testatrix therein named, as and for her Last Will in the presence of us, who, at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. --~ / {d'l: ~UXf /'-)., 1/ ,-<:,,,,7-- IJ Name j I // ~. If';? 0 ..r:: tf'lJ ~-1,<!j /~:t" v..,..C:....\.J . /;:~/ /7/ / -< jl Address v/ ;. v " ,. " I . U-h~ff-( lc- o ;7. /i, 6' ~ {1./&';tL C NameO / ,. /, /.c ;1 ,7 1/12rA/ [UlIl..e/ld .) L /1... / ~'c.; 7 D c.;~.t-lO " _L~C{, 3 COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF DAUPHIN ) We, Betty M. Albert Cynthia A. Rittel and ADELE S. WATSON, the testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she had signed willingly (or willingly directed another to sign tor him), and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as witness and that to the best of his knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. (JcLe~LG - ~~ (,U~~~,1-X_/ Testatrix ~T?':'--";./ aLk,L- . W1.tness I' i { /I / ,- . /J //. , (r1~ti'liL (,,<.., ~ Hi C - ,/ Wit e s s Subscribed, sworn Vqtson, the testatrix, Betty M. Albert witnesses, this 27th to and acknowledged before me by Adele S. and subscribed and sworn to before me by and Cynthia A. Rittel day of May 1982. )' ., // - ,7 'j" .,/- / /Zd!ct.j C if)':':" (zi /1 I (~/ I ..') : '.. 'c,"ll C '...'if