HomeMy WebLinkAbout03-0833 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of GLADYS d. COTTON NO. ~ }'-'~,3-~?~
also known as GLADYS JULIA COTTON To:
, Deceased.
Social Security No. 079-18-2079
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executor
in the last will of the above decedent, dated JUNE 4, 1998
and codicil(s) dated NONE
Register of Wills for the
County of CUMBERLAND
Commonwealth of Pennsylvania
in the
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with
h er last family or principal residence at 335 Wesley Drive~ Lower Allen Township, Mechanicsburfl
PA 17055
(list street, number and municipality)
Decedent, then 03 years of age, died 9/30/03
at Holy Spirit Hosl~ital. Camp Hill, Pennsyvlania
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 ora killing and was never ajudicated
incompetent: NONE
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania /" $
situated as follows:
/
NONE //
WHEREF~)P~, petit')6h¢(s~trespe~fuily request(s)the probate of the last will and codicil(s)
presented he/e)~lth, an~flh~tg)~nt of~l~tters tostamontary
thereon, y~/~/,/// ////f / (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
u'~ M U R R EL R. WALTE R SI ~,~. ~ 5'-~ EAS T M A I~S T RE E~
'~ ~, MECHANICSBURG PA 17055
~ O
20,000.00
0.00
0.00
0.00
OATH OF PERSONAL REPRESENTATIV
COMMONWEALTH OF PENNSYLVANIA ~ ss /
/
COUNTY OF CUMBERLAND j /
The petitioner(s) above-named swear(s) or affirm(s) that ~e~atem~s in the/~ff(~egoing petition are
tree and correct to the best of the knowledge and belief of l~et~oner~/~aj~ tha~s personal represen-
tative(s) of the above decedent petitioner(s) will well and t/h/~3d~,,the/kstate accj;}rding to law.
Swom to or affirmed and subscribed ,- //////fi/F~//.,,//~---~ ~
before me this 14th day of [ ~' '~ [ ' / ~ (
'D~^ ~o~.October_2003 .~ J Murrel~ R. WalteL/rs III
i7-1&q-/ g °nna M. Otto,±st Depur. y ,J~egiO~r' ~L
No. 21-2003-833
Estate of GLADYS J. COTTON , ark_/a , Deceased
Glaff/s Julia Cotton
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW October ir]th 2003 , 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 014t98
described therein be admitted to probate and filed of record as the last will of G,ADYS J. COTTON. a!k/a
c~] ~ j,, ] ~ a Cotton
and Letters TESTAMENTARY
are hereby granted to
MURREL R. WALTERS III; ESQ.
FEES
Probate, Letters, Etc ......... $ 50.00
Short Certificates ( 2 ) ...... $ 6.00
~ x~Pages.(.2.).. $ 6.00
JCP 10.00
$
TOTAL_ $ .~._~.',~}
Filed· .Qc.tober. l~t.h,. 20.03 ........
Put in Attorney Murrel Waiters ~ile
in Prothonotary on 10-15-03.
Donna M. Otto, 1st Deputy
MURREL R. WALTERS III, ESQ.
24849
ATTORNEY (Sup. Ct. I.D. No.)
54 EAST MAIN STREET
MECHANICSBURG PA 17055
ADDRESS
717-697-4650
PHONE
21-2003-833
L~ST #'rLL ~ TEST~4ENT
BE IT REMEMBERED THAT
I, GLADY S J.
Pennsylvania, being
COTTON, a resident of Cumberland County,
of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my LAST WILL
and TESTAMENT, hereby
previously made by me.
revoking any and all Wills and Codicils
my beloved husband having
sons, WILLIAM C. COTTON,
paid from my residuary estate
decease.
as soon as practicable after my
III
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 expense of
the administration of my estate.
IV
I give, devise and bequeath all of my property, whether real
or personal, wherever situate, including any property over which I
may have a power of appointment, as follows:
TEN PERCENT (10%) to KIM M. GETZ, per stirpes;
EIGHTY PERCENT (80%) to my son, CHARLES, per stirpes;
TEN PERCENT (10%) to MURREL R. WALTERS, III, ESQUIRE. This
shall be in lieu of any and all attorney's fees and/or Executor's
commission that would be payable from my estate.
I declare that I am not married,
predeceased me, and that I have two (2)
JR. and CHARLES F. COTTON.
II
I direct that all my just debts and funeral expenses shall be
V
I nominate, constitute and appoint MURREL R. WALTERS,
ESQUIRE, as Executor of this LAST WILL, to serve without bond.
III,
IN WITNESS WHEREOF, I, GLADYS J. COTTON, have set my hand to
this LAST WILL this 4th day of June, 1998.
Signed, sealed, published and declared by the above-n~med /''
GLADYS J. COTTON, as and for her Last Will and Testament, in t~
presence of us, who, at her request and in her presence, and in/~he
presence of each other, have hereunt~ subscribed our na~e~s as
witnesses. V~//~ /~
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA :
ss.
COUNTY OF CUMBERLAND :
I, GLADYS J. COTTON, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my LAST WILL; that I signed it as my free and
voluntary act for the purposes therein expressed.
COTTON
Sworn or affirmed to and acknowledged before me by GLADYS J.
COTTON, Testatrix, this L/~ day of -~i~.~-C , 1998.
Notary Public
Notarial Seal ....
Diane M. Smith, NOtary Public
Mechanlcsburg Boro, Cumberland County
Commission Expires June 22, 2000
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA :
ss.
COUNTY OF CUMBERLAND :
We, /) I~ri'~ / ~- LL-~-~ ~, ~7 and
the witnesses whose names are signed to
the attached or ~oregoing
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; that GLADYS J. COTTON signed willingly
and that she executed it as her free and voluntary act for the
purposes therein expressed; that each of us in the hearing and/-
sight of the Testatrix signed the Will as witnesses; and that,/to/
the best of our knowledge, the Testatrix was at the ~me 18~a~
of age or more, of sound mind and under, no constraint or//u~glue
influence ~~~
Sworn or affirmed to and acknowledged before(Jme
this ~/~ day of ,~%~ , 1998.
Notary Public
Diane M, 6_mith,_N0t.~ry.Public
Nlechanicsburg ~o~o, ~umoarland County
My CommissiOn Expires June 22, 2000
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Gladys J. Cotton
Date of Death:
September 30, 2003
Will No. Admin. No. 21-2003-833
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 October 17, 2003.
Name Address
Charles Cotton 1919 W. Colter C-7, Phoenix, AZ 85015
Williams C. Cotton, Jr. 1310 Strathmore Ct., Concord, CA 94518 ~
Notice has now been given to all persons entitled t3er/~under ~.6(a)/e, ffcept:
Date: October 17, 2003
Murrel R. Walters, III, Esquire
54 East Main Street
Mechanicsburg, PA 17055
(717) 697-4650
Capacity: X
__ _ Personal Representative
__ Counsel for personal representative
CLAIM FORM
ESTATE OF GLADYS J. COTTON
THE BON TON
No=ice of claim by
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY NO. 21-03-833
in the aznount of $ 491.68 filed pursuant to section 3384, Probate, Es=ares and
Fiduciaries Code Laws of 1972, Act No. 1D4 effective July 1, 1972 as amended.
Date
19
9441 LBJ FREEWAY
To ~ CLSR× oF T~E O.P~U~S' COURT D~VISm~, LOCk Box 30
THE BON TON
(Claimant and Address) ---
in the amount of $ 491,68 against the above entitled Estate. The decedent
who resided at335 WESLEY DR. APT. 524 ,MECHANICSBURG PA 17055
(Address} died on
(Date)
Written notice of said claim was given to MURREL T. WALTERS III, ESQ.
-(Personal Representative or Counsel)
at 54 E. MAIN ST., MECHANICSBURG, PA 17013
(Address) on
(Date)
The basis of aforesaid claim is as follows: (Itemize fully to enable personal representative
to make proper investigation).
Acct. #050-324-912
Claimant's Counsel
(Name)
(Address)
9441 LBJ FREEWAY
Lock Box 30
D/~,P~,~'t~ 75243
PROBATE COURT
Cumberland County, State of Pennsyl~a
Gladys J. Cotton, Deceased
Case #21-03-833
Proof of Mailing
I mailed the creditors claim to the fiduciary (and attorney,
follows:
if applicable) as
I deposited a copy/copies of the claim with the United States Postal Service
in a sealed envelope with the postage fully pre-paid. I used first-class
mail. I am employed in the county where the mailing occurred. The
envelope (s) was/were addressed and mailed as follows:
Mr. Murrel Walters Iii Esq.
54 E. Main St.
Mechanicsburg, PA 17013
Date of Mailing:
County of Mailing:
Dallas, Texas
I declare un~r ~Dalty of penury that the foregoing is true and correct.
Date:
P.O. Box 741026
Dallas, TX 75374
PACKE GE: 22
BTS-CO. ~1F-001 RUN ON: 12/ 3/2003 00:35:44
EMPLOYER
ADDRESS
CZTY STATE
PHONE: EXT:
COMMENTS:
PREV-BAL PURCHASE
CUR 491 . 68 . O0
PRV A~. 92 491 . 68
NAME GLADYS d COTTON HOME PHONE
+ ADDRESS DATE OPEN
ADDRESS 335 WESLEY DR APT 524 OTHER ACCT
CITY STATE MECHANICSBURG PA17055 REQ PAYMENT
SPOUSE
A/R BAL
CURR PAY
MEMO PUR
MEMO CR
HOL-BON
TOTAL
THE .~-TON MEC
NRA - LOP
ACCT# 050-324-912 F COLLECTOR 12 ~
717/761-3758 LZMIT 0 WAC
09/56 ADd CODE
ADd AMT
00000000 [N/COLL 12/03
STATUS &DLTH
500 CYCLE 79
0 MP! I ~
0 HZMP~TY 1 ._.
0 HZMP~LY 0
HZMPIMO 11
5O0
PAY/RET F[N-CHRG NEW BAL PAST/DUE AMT-DUE
.00 8.85 500.53 .00 .00
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 0O3931
WALTERS MURREL R III
54 E MAIN STREET
MECHANICSBURG, PA
17055
........ fold
ESTATE INFORMATION: SSN: 079-18-2079
FILE NUMBER: 2103-0833
DECEDENT NAME: COTTON GLADYS J
DATE OF PAYMENT: 05/12/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/30/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $592.00
TOTAL AMOUNT PAID'
$592.00
REMARKS:
SEAL
INITIALS' JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
REV-1500 EX * (6-00)
Z
Z
0
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
COTTONy GLADY$ J.
DATE OF DEATH (MM-DD-Year) I DATE OF BIRTH (MM-DD-Year)
09/3012003 I 03~01/1910
(IF APPLICABLE) SURVIVING SPOUSE'S NAME {LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE OflLY
FILE NUMBER
2 I -0 3 0 0 8 3 3
COUNTY COOE YEAR NUMBER
SOCIAL SECURITY NUMBER
O 7 9 - I 8 -- 2 O 7 9
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
[~'~ 1. Original Return
[~]4. Limited Estate
r-~6. Decedent Died Testate (Attach copy of Will)
r-'~ 9. Litigation Proceeds Received
D2. Supplemental Return
r-'-] 4a. Future Interest Compromise (date of death after 12-12-82)
D7. Decedent Maintained a Living Trust (Altoch copy of Trust)
[~10. Spousal Poverty Credit (date of death between 12.31-91 and 1-1-95)
r'-] 3. Remainder Return (date of death pdor to 12-13-82)
O5. Federal Estate Tax Return Required
1__ 8. Total Number of Safe Deposit Boxes
I--~11. Election to tax under Sec. 9113(A) (Attach Sch O)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
COMPLETE MAILING ADDRESS
NAME
MURREL R. WALTERS II1~ ESQ.
FIRM NAME (If Applicable)
TELEPHONE NUMBER
717-697-4650
54 EAST MAIN STREET
MECHANICSBURG
PA 17055
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B)i (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4, Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
[~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9, Funeral Expenses & Administrative Costs (Schedule H) (9)
10. (10)
11.
12.
13.
(8)
10;393.32
1;098.07
1~671.67
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
Total Deductions (total Lines 9 & 10)
Net Value of Estate (Line 8 minus Line 11)
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
OFFICIAL USE ONLY
13;163.06
(11)
1;549.00
631.06
2,180.06
10;983.00
10;983.00
(12)
(13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16, Amount of Line 14 taxable at lineal rate
X __ (15)
10~051.87 X .O45 (16)
452.33
139.67
592.00
17. Amount of Line 14 taxable at sibling rate X .12 (17)
18. Amount of Line 14 taxable at collateral rate 931.13 X ,15 (18)
19. Tax Bue (19)
20.
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Add,'ess:
IScTREET ADDRESS
335 WESLEY DRIVE, APT. 524
'
MECHANICSBURG
STATE PA
IZIP
17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
592.00
592.00
592.00
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; ........................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ........................................ [] []
c. retain a reversionary interest; or ...................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ............................................................. [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............................................................................................... [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] []
4. Did decedent own an I~dividual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation ............. /. ......................................................................................... [] []
IF THE ANSWER TO ANY OF TH,,E ~OVE O S IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, J~ec~re that l ha. ye~.ex~linj~d this ret~, in~l~g accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer ot~r, rl~n the per~a~r,~ntative i~ase~n all information of which preparer has any knowledge.
SIGNATURE OF P E,~/~,~/./~P/,~/B~p/~ F~ G/~ URN DA TE
Y l/~/ ~ /// ~//~r/~'/ L _ 4130104
ADDRESS MURREL I~. WALTERS III, ESQC
54 EAST MAIN STREET~ MECHANICSBURG PA 17055
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1,995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {}9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000;
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. '§9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §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.
REV-1503 EX ~' (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RI~IDENT I[;)ECEOENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
COTTON, GLADYS J,
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
2~1 03
00833
ITEM
NUMBER
DESCRIPTION
U.S. SAVINGS BONDS
LIQUIDATION VALUE
TOTAL (Also enter on line 2, Recapitulation)
VALUE AT DATE
OF DEATH
10,393.32
10~393.32
(If mom space is needed, insert additional sheets of the same size)
REV-I~8 EX + (1-9~ ~
COMMONWEALTH OF PENNSYLVANIA
INNERITANCETAXRETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
COTTON, GLADY$ J, 21 0:~ 0~3~
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 18.00
5
6
ALLSTATE
RENTER'SINSURANCE REFUND
ALLSTATE
AUTOMOBILEINSURANCE REFUND
BETHANY DEVELOPMENT CORP
REFUND
BETHANY DEVELOPMENT CORP.
REFUND-SECURITY DEPOSIT
AUTOMOBILE
1991 PLYMOUTH ACCLAIM
BON TON
CREDIT BALANCE FROM CHARGE CARD
2.30
39.00
53.09
540.00
445.68
TOTAL (Also enter on line 5, Recapitulation) $ 1,098.07
(if more space is needed, insert additional sheets of the same size)
REV-1509 EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
COTTON, GLADYS J. ~1
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
00833
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. CHARLES F. COTTON SON
B
C
1919 W. COLTER C-7
PHEONIX, AZ 85015
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
iTEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERES
1. A. 11119/79 MEMBERS 1ST F.C.U. 514.021 50. 257,01
SAVINGS
2 A 9/15/97 MEMBERS 1ST F.C.U. 2,829.32 50. 1,414.66
CHECKING
TOTAL (Also enter on line 6, Recapitulation) $
1~671.63
(If more space is needed, insert additional sheets of the same size)
REV-1511EX <' (1-~7) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
COTTON. GLADYS J.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
;~1 03 00833
ITEM
NUMBER DESCRIPTION AMOUNT
PREPAID
FUNERAL EXPENSES:
MYERS-HARNER FUNERAL HOME
OBITUARY
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Pemonal Representative (s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
Attorney Fees MURREL R. WALTERS III, ESQ
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Zip
Street Address
C~ty State
Relationship of Claimant to Decedent
Probate Fees REGISTER OF WILLS CUMBERLAND COUNTY
Accountant's Fees AL WHITCOMB, P.A.
43 W. MAIN ST., MECHANICSBURG, PA 17055
Tax Retum Preparers Fees
Zip
33.00
931.00
90.00
495.00
TOTAL (Also enter on line g, Recapitulation) $ 1~$49.00
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (1~7). , ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES~ & LIENS
ESTATE OF
COTTON, GLADYS J.
Include unreimbursed medical expenses.
FILE NUMBER
~1 0:~ 00833
ITEM
NUMBER DESCRIPTION AMOUNT
1. 45.29
BOSCOV'S
CREDIT CARD
VERIZON
TELEPHONE
ALERT PHYSCIANS AT BETHANY VILLAGE
PRESCRIPTIONS
AT&T UNIVERSAL CARD
CREDIT CARD
THE BON TON
CREDIT CARD
33.56
18.78
32.90
500.53
TOTAL (Also enter on line 10, Recapitulation) $ 631.06
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (9-nm
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
COTTOI~ , GLADYS J,
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. CHARLES F. COTTON
1919 W. COLTER C-7
PHOENIX, AZ 85015
2. KlM M. GETZ
6300 SMITH STREET
MECHANICSBURG, PA 17055
II.
1.
FILE NUMBER
RELATIONSHIP TO DECEDENT
SON
NONE
00833
AMOUNT OR SHARE
OF ESTATE
~ESIDUE
Do Not List Trustee(s)
931.13
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
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 II - 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)
BUREAU OF TNDTVTDUAL TAXES
TNHERTTANCE TAX DTv'rSIDN
DEPT. Z80601
HARRTSBURG, PA 171Z8-0601
COMMONNEALTH OF PENNSYLVANXA
DEPARTMENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSEMENT, ALLONANCE OR DZSALLOWANCE
OF DEDUCTZONS AND ASSESSMENT OF TAX
RE¥-IG4? EX AFP COl-OS)
MURREL e WALTERS
5q E MAIN ST
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FXLE NUMBER
COUNTY
ACN
07-05-200q
COTTON
09-50-2005
Z1 05-0855
CUMBERLAND
101
Amount: Remi~:edd
GLADYS J
MAKE CHECK PAYABLE AND REM/T PAYMENT TO.'
REGISTER OF MILLS
CUMBERLAND CO COURT HOUSE
CARL/SLE, PA 1701:3
CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX
ESTATE OF COTTON GLADYS J FZLE NO. 21 05-08:35 ACN 101 DATE 07-05-200q
TAX RETURN WAS: (X) ACCEPTED AS FZLED ( ) CHANGED
RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE
APPRA/SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~e (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
$. Closely Held S~ock/Par~narship Zn*eres~ (Schedule C) ($)
q. Mar*gages/No,es Receivable (Schedule D) (q)
S. Cash/Bank Deposits~Misc. Personal Proper~y (Schedule E) (S)
6. Jointly Owned Propar~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To,al Asse~s
APPROVED DEDUCTXONS AND EXENPTZONS:
9. Funeral Expenses/Adm. Cos~s/Misc. Expanses (Schedule H) (9)
10. Dab~s/Mor~gage Liabil/~ias/Lians (Schedule Z) (10)
11. To,al Deduc~/ons
12. Na~ Value of Tax Re~urn
10~$95.32
.00
1/098.07
1/671.67
.00
.00 NOTE: To /nsura proper
cred/~ ~o your account,
subei~ ~he upper por~/on
.00 of ~his form w/~h your
~ax payment.
1,5q9.00
651.06
(e) 15,165.06
15.
NOTE:
(11) 2.180. O&
(la) 10,985.00
Charitable/Governmental Bequests; Non-elected 911:5 Trusts (Schedule J) (15)
Ne~ Value of Es~a~:e Sub,~ec~: ~:o Tax (lq)
:If an assesseent was issued previously, lines 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
.00
10,98~.00
ASSESSMENT OF TAX:
15. Amoun* of Line lq a~ Spousal ra~e
16. Amoun~ of Line lq ~axable a~ Lineal/Class A ra~e
17. Amoun~ of L/ne lq a~ S/bl/ng ra~e
18. Amoun~ of L/ne lq ~axable a~ Collateral/Class B ra~e
19. Princ/pal Tax Due
TAX CREDZTS:
PAYMENT RECEZPT DI$COUNT
DATE NUMBER ZNTEREST/PEN PAZD (-)
0S-12-200~ CD005951 .00
18 and 19 will
IF PAZD AFTER DATE /NDZCATED, SEE REVERSE
FOR CALCULATZON OF ADDZT/ONAL ZNTEREST.
(15) .00 x O0 = .00
(16) 10,051.87 x Oq5 = q52.33
(17) . O0 x 12 = . O0
(18) 9:31.1:3 x 15 : 139.67
(19)= 592. O0
AMOUNT PAZD
592.00
TOTAL TAX CREDZT 592.00
BALANCE OF TAX DUEI .00
ZNTEREST AND PEN. .00
TOTAL DUE .00
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REgUZRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT" (CR), YOU NAY BE
A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.)/_~2
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADNIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B [collateral) rate on any such future interest.
To ~ulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (TI P.S.
Section 91¢0).
Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reversm side.
--Make check or money order payable to: REGISTER OF #ILLS, AGENT
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-IS13). Applications are available at the Office
of the Register of Nills, any of the Z$ Revenue District Offices, or by calling the special Iq-hour
answering service for forms ordering: 1-BO0-36Z-20SO~ services for taxpayers with special hearing and / or
speaking needs: 1-BOO-qq7-30ZO iTT only).
Any party in interest not satisfied ~ith the appraisement, allowance, or disallowance of deductions, or assessment
of tax [including discount or interest) as shown on this Notice must object within sixty [60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. gelOZ1, Harrisburg, PA 171Z8-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should bo addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Raviee Unit, Dept. 280601, Harrisburg, PA 171Z8-0601
Phone [717) 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.
If any tax due is paid eithin three (5) calendar months after the dacedant's death, a five percent (SI) discount of
the tax paid is alloNed.
The 15Z 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 tiaa period as you ~ould appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes Nhich became delinquent before January 1, 198Z bear interest at the rate of
six (BI) percent per annum calculated at a daily rate of .00016q. All taxes which became delinquent on and after
January 1, 198Z 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 198Z through ZOO4 are:
Interest Da|ly Interest Daily
Year Rate Factor Year Rate Factor
1982 ZOZ . O005qB ~Y~'~- 1991 11Z .000301
1983 162 .000438 1992 92 .000247
19~4 112 .000301 1993-199~. 7Z .000192
1985 13Z .000356 199~5-1995 92 .000247
1986 lOX .000Z74 1999 7Z .00019Z
1957 IOZ .000Z74 ZOO0 7Z .00019Z
--Interest is calculated as follo~s:
INTEREST = BALANCE OF TAX UNPAID
Interest Daily
Year Rate Factor
~ 9Z .O00Zq7
ZOOZ 6Z .000164
2003 52 .000137
2004 4Z .000110
X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent ~ill 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.
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent: GLADYS J. COTTON
Date of Death: 9/30/03
Estate No.:
21-03-00833
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_X_ No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete
(date)
3. If the answer to No.1 is yes, state the following:
A. Did the personal representative file a final account with the court?
Yes No_X_
B. The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
C. Did the personal representative state an account informally to the parties
in interest: Yes_X_ No
D.
,
Copies of receipts, releases, joinders and approvals of for or informal
accounts may be filed with the Clerk of the Orphans' Co rt and may be
attached to this report.
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MURREL R. W ALTERS, III, ESQUIRE
54 East Main Street
Mechanicsburg, PA 17055
717-697-4650
c-=...
c....;
Capacity:
Personal Representative
_X_ Counsel for Personal Representative
~
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 8/30/2005
WALTERS MURREL RIll
54 E MAIN STREET
MECHANICSBURG, PA 17055
RE: Estate of COTTON GLADYS J
File Number: 2003-00833
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 is due by:
9/30/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~~
GLENDA FARNER STRASBAlfGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
ep