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Home My WebLink About03-0017 PETITION FOR PROBATE and GRANT OF LETTERS Estate of' Julia G. Watson No. ~1--O3' t q also known as To: Register of Wills for the Social Security No. 181-01-6552' Deceased. County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(g), who is/a~e 18 years of age or older an the execut or named in the last wilt of the above decedent, dated October 17 ,19 86 and codicil(x) dated June 27, 2000 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at Shippensburg Health Care Center, 121 Walnut Bottom Roa_d, Shippensbure, Shippensburg Township (list street, number and muncipality) Decendent, then 90 years of age, died December 16 ,Xl)~ 2002 at Shippensburg Health' Care Center, Shippensburg, PA 17257 ' 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: none Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 69,000.00 . (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 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 theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) .~ / 22 Greenbriar Lane ~ , m. ~/~ugene Fisler, Jr/ Dillsburg~ Pa 17019 ~o OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 3 COUNTY OF CUMBERLAND y MM The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s)will ~e~r~uly administ~r~h~sta.~a~c ,/~d~g to law. worn or before me this day of l~ A. F~dgene Fisler, Jr ~' ~' f) January ~ , ..:1~-2'00~ ] ~"" ' ~ ~ ~xegtster~/ L~a.~zetd_~4 /A /A /A /A /A /A /A /A /A'-~. _ ~ ? NO. 21-2003-17 Estate Of Julia G. Watson , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW January 9th I~ 200.~ in consideration of ~he petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated October 17 ~ 1986, and June 27, 2000 described therein be admitted to probate and filed of record as the last will of Julia G. Watson '-; and Letters testamentary are hereby granted to A. Eugene Fisler, Jr. FEES Probate, Letters, Etc .......... $ 115.00 Jerry A. Wei~le, Esquire #01624 Short Certificates( 29 .......... $ 6.00 ATTORNEY (Sup. Ct. I.D. No.) 10.50 WEIGLE & ASSOCIATES, P.C. ~~ ................ $ 126 East King Street x-Pages ( 6 ) $ 18.00 ADDRESS /U. UU JCP TOTAL .. $_~ Shippensburg, PA 17257 Filed Janu..a..ry... 9th,2003 (717) 532-7388 .................................. PHONE Put in Attorneys file in Prothonotary onl-9-03 This is to certify that the information here given is correctly copied from an original certificate o'f death dui), 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. -- No. ' '~ t.v z~s? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH '. 181. -- 01 -- 4. Julia R. Watson ~emale ...... 6552]4- 12-16-02 ~. { ~,4-27-12 ~,~. ~., PA m C~berland ~ ~~ ~. t~ ~.~R~..=. ' ~ite ' , If~ , ... Beautician ,~. Self ~ploTe~, ,~ ~% 12~'~ 1 ~'"~'~. [tq Widowed 121 Walnut Bottom Road ~a~ Shippensburg ~ PA 17257 ,~. ' ~.~ C~berland . ~ ~m~ ~. James M. Goodyear ~t Nellie K. Landis ~ A. Eugene Fisler, Jr. ~22 Greenbrier Lane~ Dtllsbur~ PA 17019 ~D ~ ~!~ 12-21-02 I~.~~~~[~e.~t~, PA 17257 i-. ~,~~ , . , , ~~'~"~'~.~".'~"'.~.~.}.~ ..... ~ ......................... 0 ,,.. ~L~I "'. ' ....................................................................... ~ .. ~ ~{R~g~ ,f~ .. I%' ,~,~ ..... ~ .... - .... . --~~ 21-03-17 LAST WILL AND TESTAMENT I, Julia G. Watson, of the Borough of Shippensburg, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. FIRST I direct that all my just debts and funeral expenses, including all expenses of my last illness, shall be paid from my estate as soon as practicable after decease, of the my as a part expense of the administration of my estate. SECOND I give, devise and bequeath the residue of my estate of every nature and wherever situate as follows: A. It is my desire that my sister, Barbara E. Fisler, and my niece and nephews, Barbara Fisler Myers, A. Eugene Fisler, Jr., J. Herman Fisler and Michael D. Fisler, be permitted to select items of furniture and household goods in my home at the time of my death as they may desire in as nearly equal shares as possible. B. The balance of the residue of my estate to my sister, Barbara E. Fisler, and my niece and nephews, Barbar Fisler Myers, A. Eugene Fisler, Jr., J. Herman Fisler and Michael D. Fisler, in equal shares, provided that the share of any of my said Page 1 of a Five-Page Will beneficiaries who predecease me or die on or before the thirtieth day following my death shall be divided equally among said beneficiaries' surviving spouse and children. THIRD Any fiduciary under this will shall have the following powers in addition to those vested in them by law and by other provisions of my will applicable to all property, whether principal or income, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A. To retain any and all of the assets of my estate, real or personal, without regard to any principle of diversification of risk. B. To invest in all forms of property, including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification of risk. C. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property, and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. E. To compromise any claim or controversy. F. To distribute in cash or in kind or partly each. Page 2 of a Five-Page Will G. To hold property in their names without designation of any fiduciary capacity or in the name of a nominee or unregistered. FOURTH 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. FIFTH I appoint my sister, Barbara E. Fisler, as Executrix of this my will. Should she predecease me, fail to qualify or cease to act as such Executrix, I appoint my nephew, A. Eugene Fisler, Jr., as Executor of this my will. Should my nephew predecease me, fail to qualify or cease to act as such Executor, I appoint my nephew, J. Herman Fisler, Executor of this my will. SIXTH No bond shall be required of any fiduciary hereunder in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of five typewritten pages, the first three of which bear my signature in the margin for Page 3 of a Five-Page Will the purpose of identification, this ' '~'FCT'~ day of Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament in our presence, who in her presence, at her request and in the presence of each ~~e~~our hands a~i~es~7~ .~/ --?--/ We, Julia G. Watson, ~/,'~I~ ~. ~'~ , and ~~ Bi ~~/~6'/~, 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 for her), 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 witnesses and to the best of their knowledge, the Testatrix was at that time eighteen Page 4 of a Five-Page Will years of age or older, of sound mind and under no constraint or undue influence. ~.~ ltrix Wi%n~ss ~nes'~ Subscribed, sworn to and acknowledged before me by the above-named Testatrix and subscribed and sworn to before me by the above-named witnesses, this /f~'~ day of 'O~'~F~ , 19'_~6. Notary Public VELDA ~ SEASE, Notary Public Shippensburg, Cumberland Co., Pa, My Commission Expires April 16, 1990 Page 5 of a Five-Page Will CODICIL TO LAST WILL AND TESTAMENT OF JULIA G. WATSON, DATED OCTOBER 17, 1986 I, Julia G. Watson, presently residing at the Shippensburg Health Care Center, Cumberland County, Shippensburg, Pennsylvania, being of sound mind, memory and disposition, having made my Last Will and Testament dated October 17,1986, do hereby make, publish and declare this to be a Codicil to my said Last Will and Testament. I hereby revoke paragraph FIFTH of my Will in its entirety and in lieu thereof provide as follows: FIFTH I nominate, constitute and appoint my nephew, A. EUGENE FISLER, JR., currently residing at 22 Greenbrier Lane, Dillsburg, Pennsylvania 17019, as Executor of my Last Will and Testament, dated October 17, 1986. In the event my said nephew, A. Eugene Fisler, Jr., should predecease me or otherwise fail to qualify or cease to act as the Executor of my Last Will and Testament, dated October 17, 1986, I then nominate, constitute and appoint my nephew, the Reverend J. HERMAN FISLER, currently residing in the community of State Line, Pennsylvania, as Executor of my Last Will and Testament. In all other respects, I hereby ratify and confirm my said Last Will and Testament except insofar as any part thereof is revoked or modified by this Codicil. IN WITNESS WHEREOF, I Julia G. Watson, have to this, a Codicil to my Last Will and Testament dated October 17, 1986, written on one (1) page, subscribed my name and set my seal this ~*,'tl dayof (~$B-[ ,2000. (SEAL) WEIGLE, PERKINS & ASSOCIATES -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 This instrument was by the Testatrix, JULIA G. WATSON, on the date hereof, signed, published and declared by her to be a Codicil to her Last Will and Testament, dated October 17, 1986, in our presence, who at her request and in the presence of each other, we believing her to be of sound and disposing mind and memory, have hereunto subscr~t-a~r names as witnesses. /! COMMONWEALTH OF PENNSYLVANIA · .§ COUNTY OF CUMBERLAND · I, JULIA G. WATSON, the Testatrix whose name is signed to the foregoing Codicil, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Codicil to my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Swom or affirmed to and acknowledged before me by JULIA G. WATSON, the Testatrix, this O~'-~day of ~ ,2000. WEIGLE, PERKINS & ASSOCIATES -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSbURG, PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA · ~1 /~ ~ ~,/~.~$q~TJ and the witnesses ~o n~s ~e Signed to the ~r~ing inst~ment, being duly qualified accordin~o law, do depose and say ~at' we were present un. aw Julia G. Watson, ~e Testatrix, sign ~d execute the inst~ent as a Codicil to her Last Will; that she signed willingly ~d ~at she execmed it as her ~ee ~d vol~t~ act for the p~oses therein expressed; ~at each of us in the he~ing ~d sigM of the Testatrix, signed the Codicil as witnesses; ~d that to the best of o~ ~owledge the Testa~x was at the time eighteen (18) or more ye~s of age ~d of sold mind ~d ~der no constraint or ~due infinite. Swo~ ~fimed to ~d subs~ed before me by~~~ witnesses, this ~day of ~5000. WEIGLE, PERKINS & ASSOCIATES -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 7 tant nt JULIA G. WATSON Joel R. Zullinger Atlorney al Law 310 Chambersbur~ Trus! Building' Chambersburg, Pennsylvania 17201 IN RE: ESTATE OF JULIA G. : IN THE COURT OF COMMON PLEAS OF WATSON, late of the Township of : CUMBERLAND COUNTY Shippensburg, Cumberland County, : PENNSYLVANIA Pennsylvania, deceased : ORPHANS' COURT DIVISION : ESTATE NUMBER 21-03-0017 CERTIFICATION OF NOTICE UNDER RULE 5.6 Name of Decedent: Julia G. Watson Date of Death: December 16, 2002 Will No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiary of the above- captioned estate on January 13, 2003: Barbara E. Fisler Rose Manor 120 West Main Street Waynesboro, PA 17268 Barbara Fisler Myers 940 Clinchard Street Lander, WY 82520 A. Eugene Fisler, Jr. 22 Greenbrier Lane Dillsburg, PA 17019 J. Herman Fisler P. O. Box 60 State Line, PA 17263 Michael D. Fisler 5621 Buttermilk Road Waynesboro, PA 17268 WEIG/E & ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 172:57-1397 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE. January 13, 2003 .. ....... -,~ /? ~'~ ~ Name: Jerry A~ Weigle, Esqui~/ Address: Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 Telephone: (717) 532-7388 Capacity: Personal Representative X Counsel for Personal Representative WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 E/~ST KING STREET -- SHIPPENSBURG, PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17'128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002257 WEIGLE JERRY A ESQUIRE 126 E KING STREET SHIPPENSBURG, PA 17257 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .......... 101 $8,000.00 ESTATE INFORMATION: SSN: 181-01-6552 FILE NUMBER: 2103-001 7 DECEDENT NAME: WATSON JULIA G DATE OF PAYMENT: 03/06/2003 POSTMARK DATE: 03~05~2003 COUNTY: CUM BERLAN D DATE OF DEATH: 12/16/2002 TOTAL AMOUNT PAID: $8,000.00 REMARKS' JERRYAWEIGLE ESQUIRE CHECK# 97 INITIALS: AC SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA REV-11 62 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0801 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003007 WEIGLE JERRY A ESQUIRE 126 E KING STREET SHIPPENSBURG, PA 17257 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .......... _ ....... 101 $321.87 ESTATE INFORMATION: SSN: 181-01-6552 FILE NUMBER: 2103-001 7 DECEDENT NAME: WATSON JULIA G DATE OF PAYMENT: 09/12/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 12/16/2002 TOTAL AMOUNT PAID: $321.87 REMARKS: A EUGENE FISLER C/O JERRY A WEIGLE ESQUIRE CHECK# 101 INITIALS: SK SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS WEIGLE & ASSOCIATES, P.C. Attorneys At Law 126 E~st King Street Shippensburg, PA 17257-1397 Register of Wills, Cumberland County Courthouse Carlisle, PA 17013 ~/-0 _I- 00/-7 WEIGLE & ASS(X~IATES, RC. Attorney~ at Law 126 East King Street Shippeneburg, PA 17257 REV-1500 EX + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1 500 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN F,LE.UMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2oo3 DO1? COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Watson, Julia G 181-01-6552 DECE- DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MNI-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 12/16/0~ 04/27/1912 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 3. Remainder Return CHECK I 1. Original Return I 2. Supplemental Return ~ (date of death prior to 12-13-82) APPRO- 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82) 5. Federal Estate Tax Return Required PRIATE 6. Decedent Died Testate 7. Decedent Maintained a Living Trust (Attach copy of Will) (Attach a copy of Trust) 0 8. Total Number of Safe Deposit Boxes BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between [~] 11. ElectiontotaxunderSec. g113(A) 12-31-91 and 1-1-95) (Attach Sch O) NAME COMPLETE MAILING ADDRESS CDR- Jerry A. Wei~le, Esquire 126 East King Street FIRM NAME (If Applicable) Stlippe/kgbur~, PA 17257 SPON DENT Wei~le & Associates, P.C. TELEPHONE NUMBER (717) 532-7388 · '"- OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) NOne c:. 2. Stocks and Bonds (Schedule B) (2) 29,605.51 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) ~["l-e r ~ 4. Mortgages & Notes Receivable (Schedule D) (4) None "~:- 5. Cash, Bank Deposits & Miscellaneous Personal ~ Property (Schedule E) (5) 3 9,773.25 6. Jointly Owned Property (Schedule F) ~: r-] Separate Billing Requested (6) None "i RECA- PITULA- 7. Inter-Vivos Transfers & Miscellaneous TION Non-Probate Property (Schedule G or L) (7) None 8. Total Gross Assets (total Lines 1-7) (8) 69,378.76 9. Funeral Expenses & Administrative Costs (Schedule H)(9) 8, 332.85 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 331.21 11. Total Deductions (total Lines 9 & 10) (11) 8,664.06 12. Net Value of Estate (Line 8 minus Line 11) (12) 60,714.70 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax (13) None has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 60,714.70 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 1 5. Amount of Line 14 taxable at th e spousal tax rate, or transfers under Sec. 9116 (aX1.2) X .0 (15) 16. AmountofLine14taxableatlinealrate 0.00 X ,0 45 (16) 0.00 TAX COMPU- 17. Amount of Line 14 taxable at sibling rate 12,142.94 x .12 (17) 1,457.15 TATION 18. AmountofLine14taxableatcollateralrate 48r 571.76 x .15 (18) 7,285.76 19. Tax Due (19) 8,742.91 0 PA15001 NTF 29755 Copyright 2000 Greatland/Nelco LP- Forms Software Only Estate of: Julia G Watson 21-2003-0017 ~Y OF ALLOCATIONS TO BENEFICIARIES Taxable at sibling rate Barbara E. Fisler 12,142.94 Taxable at collateral rate Barbara FislerMyers 12,142.94 A. Eugene Fisler, Jr. 12,142.94 J. Herman Fisler 12,142.94 Michael D. Fisler 12,142.94 48,571.76 PA REV-1500 EX (6-00) Page 2 Decedent's Complete Address: STREET ADDRESS Ship~ Health Care Center 121 Walnut Bottom Road CITY Shippensburg PA 17257 Tax Payments and Credits: 1. Tax Due (Page I Line 19) (1) 8,742.91 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 8,000.00 C. Discount 421.04 Total Credits (A + B + C) (2) 8,421.04 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I 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) 321.87 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 321.87 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; ....................................... b. retain the dght to designate who shall use the property transferred or its income; ................. c. retain a reversionary interest; or ........................................................ d. receive the promise for life of either payments, benefits or care? .............................. 2. If death occurred after December 12, 1982. did decedent transfer property within one year of death without receiving adequate consideration? ................................................... 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................ [-'] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. kwU%nde.r p.enaltie.s .of j3e. rj.u..ry,.I declare th. at I h. ave ex.a.mine..d t,his r..eturn,, including a..cco .m. pany. ing schedules and statement.s, and to the best of my ow. leage ana De,er, ~[ !s [ru.e, c. orrec[ an(3 comp~e[e, uec~ara[~on o~ preparer o[ner [nan me personal representative is Dased on information of icn preparer has any ~(nowlea,qe. (~~E OF PERSON,~R~NS'I~ FOR FxI~G RETURN ~ DATE ./AI~DRESS t// ,Se~'-~, [Sedule attached / ,9 ,' 'SIGNATURE OF PF[EPARER OTHER~HAN/REIg~F.~I'ATIVE ASDR S \ II 126/'East Kinqk. Street, Shi~, PA 17257 For dates of death on or after July 1, lgg4and 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, 1995, the tax rate is 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 net eXelrn~3t 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 th e child is 0% [72 P.S. §9116(aX1,2)], The tax rate imposed on th e 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(aX1.3)], 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. 0 PA15002 NTF 29756 Copyright 2000 Greatland/Nelco LP- Forms Software Only Estate of: Julia G Watson 21-2003-0017 The following person(s) are signing the return as representative(s) of the estate: A. Eugene Fisler, Jr. 22 Greenbrier Lane Dillsburg, PA 17019 REV-~503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA SCHEDULE B INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER Julia G Watson 21-2003-0017 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NO. DESCRIPTION OF DEATH 1 Citizens Bank Investment Account #57291382 29,605.51 TOTAL (Also enter on line 2, Recapitulation) $ 29,605.51 (If more space is needed, insert additional sheets of the same size) 7 CPA31 NTF 10905 Copyright Forms Software Only, 1997 Nelco, Inc, June 10, 2003 Weigle & Associates, P.C. Attorneys-at-Law Attn: Jerry A. Weigle 126 East King Street Shippensburg, PA 17257-1397 RE: Account Nmnber: 57291382 Registration: Julia G. Watson Dear Attorney Weigle: We are writing with regard to the above referenced account. Please extend our condolences to the family of Julia Watson. The following table provides a summary of Ms. Watson's account holdings as of the close of business on December 16, 2002. Fidelity Advisor High Income 4,083.519 $7.25 $29,605.51 Advantage Fund-Class A Should you have any questions, please call Citizens Investment Services Corp Customer Service at 1-800-942-8300. We are available Monday through Friday, 8:00 a. nx to 5:00 p.m. We will be happy to assist you. S~Cerely, , ~3 CISC Operation Specialist 002-051501OPS Citizens Investment Services Corp. Member NASD, SIPC. One Citizens Plaza, Providence, RI 02903. (800) 942-8300. In Massachusetts, insurance is offered tlU'ough Citizens Financial Services Insurance Agency, 1200 Hancock Street, Quincy, MA 02169. Citizens Investment Services Corp. and Citizens Financial Services Insurance Agency are affiliates of Citizens Bank. I * Not FDIC Insured · No Bank Guarantee ° Not A Deposit · May Lose Value · Not Insured By Any Federal Government Agency REV-1508 EX + (1-97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Julia G Watson 21-2003-0017 Include proceeds of litigation & date proceeds were received by the estate. All prop. Jointly-owned with rl~lht of survlvorshl ) must be disclosed on Sch. F. ITEM VALUE AT NO. DESCRIPTION DATE OF DEATH 1 Citizens Bank Checking Account #6100794903 9,377.77 Interest on above item accrued as of decedent's death 0.74 2 Giuseppe M. DiBosco Mortgage 27,375.27 3 Blue Cross/Blue Shield - benefit check 04/02/03 134.03 4 Blue Cross/Blue Shield - benefit check 08/05/03 5.82 5 Blue Cross/Blue Shield - benefit check 02/27/03 357.97 6 Shippensbur~ Health Care Center - refund of advance payment 2,115.00 09/02/03 7 Cc~nonwealth of PA - 2002 PA40 state incc~ae tax refund 09/02/03 306.65 8 Cumberland County - WW II widow's benefit received 02/07/03 100.00 TOTAL (Also enter on line 5, Recapitulation) $ 3 9,773.25 (If more space is needed, insert additional sheets of the same size) 7 CPA81 NTF 10908 Copyright Forms Software Only, 1997 Nelco, Inc. CITIZENS BANK 525pittsburgh,WilliamSuitePenn PA 153-251 Place 521109 I March 20, 2003 JERRY A. WEIGLE WEIGLE & ASSOCIATES, PC 126 EAST KING STREET SH[PPENSBURG, PA 17257-1397 Estate of JULIA G. WATSON Date of Death: Dec 16, 2002 SSN: 181-01-6552 Dear Sir/Madam: In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. For IL or LC accounts, contact our Citizens Consumer Finance at 1-800-708-6680. For Brokerage accounts contact 1-800-942-8302. For all other inquiries, please call 412.867.3881. Sincerely, Kathleen Nave Operations Services CITIZENS BANK Account Number 61007949'03 Account Title JULIA G. WATSON Date Opened 3/29/1980 Account Type Checking Principal Balance as of DOD $9,377.77 Interest from Last Posting to DOD $0.74 Account Balance as of DOD $9,378.51 YTD Interest to DOD $23.81 '---1]~'.18 0~ O~:O~p GRUBER'$ PHSRMSCY [717J~8~-0~17 Date: April 12, 1996 MORTGAGE NOTE $41,500.00 Shippensburg, PA For Value Received, Giuseppe Mazzella DiBasco, single man, (hereinafter), whether one or more, called "Obligor") promise to pay to the order of Julia G. Watson, (hereinafter), whether one or more, called "Obligee"), its successors or assigns, in lawful money of the United States of America, the sum of Forty One Thousand Five Hundred ($41,500.00) Dollars and any additional moneys loaned or advanced by any holder as hereinafter provided as follows: The principal s~m of Forty One Thousand Five Hundred ($41,500.00) Dollars together with interest thereon at the rate of I)% per annum payable in monthly payment~ of Three Hundred Forty Six Dollars and Ninety Four Cents ($346.94) for a period of 240 months, with the first payment being due on May 12, 1996, and continuing thereafter for a total period of 120 months when a balloon payment of $28,593.50 shall be due and payable. Nothing set forth above amortizing this loan for a period of 240 months shall be construed to extend the term during which the balloon payment is due. And in addition thereto, in the event any payment provided for herein shall become overdue, for a period of 15 days the Obligor agrees to pay a late charge in the amount not exceeding five percent as compensation for the additional servic~ resulting from the default, and all payments are to be made to Julia G. Watson, or elsewhere as shall be directed by any holder hereof. This Note shall evidence, and the Mortgage given to secure it's payment, shall cover and be security for any future loans or advances that may be made or on behalf of the Obligor by any holder hereof at any time or times hereafter and intended by the Obligor and the then holder to be so evidences and secured, as well a~ any sums paid by any holder hereof pursuant to the t~rms of said Mortgage, and any such loans, advances or payments shall be added to and bear interest at the same rate as the principal debt. In case default be made for the space of thirty (30) day~ in the payment of prln=ipal or interest, or in the performance by the Obligor or any of the other obligations of this Note or said Mortgage, the entire unpaid balance of the principal debt, additional loans or adYanues and all other sums paid by any / holder hereof to ok on behalf of the Obligor pursuant to the terms of this Note or said Mortgage, together with unpaid i~t~.rest thereon, shall at the option of the holder and without notice become immediately due and payable and one or more executions may forthwith issue on any judgments obtained by virtue hereof, and no failure on the part of any holder hereof to exercise any of the rights hereunder shall be deemed a waiver of any such rights or any default hereunder. The Obligor hereby empowers any attorney of any court of record within the United States of America or elsewhere to appear for th~.- Obligor and, with or without filed, confess judqment, or a series of judgments, against the Obligor in favor of any holder hereof, as any term, for the unpaid balance of the principal debt, additions] ]cans or advances and all other sums paid by the holder hereof to or on behalf of the Obligor pursuant to the terms of this Note or said Mortgage, together with unpaid interest thereon, cost of s%].~t and an attorney commission for collection of 10 percent (10%) of the total indebtedness, on which judgment or judgments one or more executions may issue forthwith upon failure t-o ~omt~]y with any of the terms and conditions of this Note or Mortgage. This obligation shall bind th~_ Obligor and the Obligor's heirs, executors, administrators, successors and asslgns, and the benefits hereof shall inure to the Obligee hereof and its succ~-~-~or~ and assigns. If this Note im ewecuted by more than one person, the undertakings and liability of each shall by joint and several. This Note is secured by a Mortgage of even date herewith upon real estate describe'd therein. Witness and due execution hereof the day and year first above written. ~ CJ ell; · ls~p'O DiBasco EV-1511EX + (1-97) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Julia G Watson 21-2003-0017 Debts of decedent must be reported on Schedule I. ITEM NO. DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Cemetery Monument Engraving 100.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 3,508.70 Name of Personal Representative(s) a. Euqene F±s'ler, Jr'. Social Security Number(s)/EIN No. of Personal Representative(s) 18(5-2,8-(52,23 Street Address 22 Greenbrier Lane City Dillsburg State PA Zip 17019 Year(s) Commission Paid: 2003 2. Attorney Fees Name: Weigle & Associates, P.C. 4,258.70 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0. O0 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 159.50 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 See Schedule attached Total from continuationpage(s) 305.95 TOTAL (Also enter on line 9, Recapitulation) $ 8,332.85 (If more space is needed, insert additional sheets of the same size) 7 CPA11 NTF 10911 Copyright Forms Software Only, 1997 Nelco, Inc. Page 2 Estate of: Julia G Watson 21-2003-0017 SCHEDULE H, PART B -- Administrative Costs Item No. Description Amount 7 Cumberland Law Journal - advertising Letters Testamentary 75.00 8 News Chronicle - advertising Letters Testamentary 72.20 9 Register of Wills, Cumberland County - filing PA Inheritance Tax 15.00 Return 10 Register of Wills, Cumberland County - filing Family Settlement 100.00 Dgreement 11 Weigle & Associates, P.C. - reimbursement for postage, xerox 31.75 copies, and long distance telephone calls 12 Linda K. Klein - notary fee 12.00 TOTAL. (Carry forward to main schedule) ...... 305.95 REV-1512 EX + (1-97) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Julia G Watson 21-2003-0017 Include unreimbursed medical expenses, ITEM NO, DESCRIPTION AMOUNT 1 Pharmacare - 12/31/02 statement 93.73 2 Citizens Bank Checking Account #6100794903 check clearing after 237.48 date of death TOTAL (Also enter on line 10, Recapitulation) $ 331.21 7 CPA12 NTF 10912 (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only, 1997 Neico, Inc, REV-1513 EX + (1-97) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Julia G Watson 21-2003-0017 RELATIONSHIP TO DECEDENT AMOUNT OR No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Mst Trustee(s) SHARE OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Barbara E. Fisler Sister 12,142.94 Quincy United Methodist Home P. O. Box 217, Room 227 Quincy, PA 17247 2 Barbara Fisler Myers Niece 12,142.94 940 Clinchard Street Lander, WY 82520 3 A. Eugene Fisler, Jr. Nephew 12,142.94 22 Greenbrier Lane Dillsburg, PA 17019 4 J. Herman Fisler Nephew 12,142.94 P. O. Box60 State Line, PA 17263 5 Michael D. Fisler Nephew 12,142.94 5621 Buttermilk Road Waynesboro, PA 17268 ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. 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 ~ -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET 0. O0 7 CPA13 NTF 10913 (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only, 1997 Nelco, Inc. LAST WILL AND TESTAMENT I, Julia G. Watson, of the Borough of Shippensburg, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. FIRST I direct that all my .just debts and funeral expenses, including all expenses of my last illness, shall be paid from my estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. SECOND I give, devise and bequeath the residue of my estate of every nature and whet.ever situate as follows: A. It is my desire that my sister, Barbara E. Fisler, and my niece and nephews, Barbara Fisler Myers, A. Eugene Fisler, Jr., J. Herman Fisler and Michael D. Fisler, be permitted to select items of furniture and household goods in my home at the time of my. death as they may desire in as nearly equal shares as possible. B. The balance of the residue of my estate .to my sister, Barbara E. Fisler, and my niece and nephews, Barbar Fisler Myers, A. Eugene Fisler, Jr., J. Herman Fisler and Michael D. Fisler, in equal shares, provided that the share of any of my said Page. 1 of a Five-Page Will beneficiaries who predecease me or. die on or before the thirtieth day following my death shall be divided equally among said beneficiaries' surviving spouse and children. THIRD Any fiduciary under this will shall have the following powers in addition to those vested in them by law and by other provisions of my will applicable to all property, whether principal or income, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A. To any and all of the assets of my estate, retain real or personal, without regard to any principle of diversification of risk. B. To invest in all forms of property, including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification of risk. C. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property, and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. E. To compromise any claim or controversy. F. To distribute in cash or in kind or partly each. Page 2 of a Five-Page Will G. To hold property in their names without ~designation of any fiduciary capacity or in the name of a nOminee or unregistered. FOURTH 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. FIFTH I appoint my sister, Barbara E. Fisler, as Executrix of this my will. Should she predecease me, fail to .qualify or cease to act as such Executrix, I appoint my nephew, A. Eugene Fisler, Jr., as Executor of this my will. Should my nephew predecease me, fail to qualify or. cease to act as such Executor, I appoint my nephew, J. Herman Fisler, Executor of this my will. SIXTH No bond shall be required of any fiduciary hereunder in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of five typewritten pages, the first three of which bear my signature in the margin for Page. 3 of a Five-Page Will the purpose of identification, this ' · · J~ day of Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and .Testament in our presence, who in her presence, at her request and in the presence of each othe~ have hereunto set our hands as attesting witnesses. ~.~~~~ '~~~.d'r~''~/~ /~/. ,/~'/. We, Julia G. Watson, ~/,-~,~~ /7'~ , and ~-C ~; ~dL/~d~, the Testatrix and the witnesses, respectively, whose n~es are signed to the att.ached or foregoing instr~ent, 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 for he~), 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 witnesses and to the best of their knowledge, the Testatrix was at that time eighteen Page 4 of a Five-Page Will years of age or older, of sound mind and under no constraint or undue infl. uence. ..... With ~_ss Subscribed, sworn to and acknowledged before me by the above-n~ed Testatrix and subscribed and sworn to before me by the ~ov~-n~ed witnesses, this day of '~g~'~F'~ , 19'~. ~otar7 PuBlic VELDA ~ S~SE, Nota~ Publi~ Shippensburg, Cumberland Co., ~ Co~mission ~pires April 16, 1990 Page 5 of a Five-Page Will CODICIL TO LAST WILL AND TESTAMENT OF JULIA G. WATSON, DATED OCTOBER 17, 1986 I, Julia G. Watson, presently residing at the Shippensburg Health Care Center, Cumberland County, ShipPensburg, Pennsylvania, being of sound mind, memory and disposition, having made my Last Will and Testament dated October 17,1986, do hereby make, publish and declare this to be a Codicil to my said Last Will and Testament. I hereby revoke paragraph FIFTH of my Will in its entirety and in lieu thereof provide as follows: FIFTH I nominate, constitute and appoint my nephew, A. EUGENE FISLER, JR., currently residing at 22 Greenbrier Lane, Dillsburg, Pennsylvania 17019, as Executor of my Last Will and Testament, dated October 17, 1986. In the event my said nephew, A. Eugene Fisler, Jr., should predecease me or otherwise fail to qualify or cease to act as the Executor of my Last Will and Testament, dated October 17, 1986, I then nominate, constitute and appoint my nephew, the Reverend J. HERMAN FISLER, currently residing in the community of State Line, Pennsylvania, as Executor of my Last Will and Testament. In all other respects, I hereby ratify and confirm my said Last Will and Testament except insofar as any part thereof is revoked or modified by this Codicil. IN WITNESS WHEREOF, I Julia G. Watson, have to this, a Codicil to my Last Will and Testament dated October 17, 1986, written on one (1) page, subscribed my name and set my seal this o~"~ day of ~[/B. IL ,2000. WEIGLE, PERKINS & ASSOCIATES -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 This instrument was by the Testatrix, JULIA G. WATSON, on the date hereof, signed, published and declared by her to be a Codicil to her Last Will and Testament, dated October 17, 1986, in our presence, who at her request and in the presence of each other, we believing her to be of sougd and disposing mind and memory, have hereunto subscribod-o.ur names as witnesses. /] COMMONWEALTH OF PENNSYLVANIA : :§ COUNTY OF CUMBERLAND : I, JULIA G. WATSON, the Testatrix whose name is signed to the foregoing Codicil, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Codicil to my Last Will; 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 acknowledged before me by JULIA G. WATSON, the Testatrix, this D~/~day of ~WOj.tx& ,2000. WEI(~LE, PERKINS & ASSOCIATES -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257~1397 COMMONWEALTH OF PENNSYLVANIA · COUNT~--~CUMBERLAND thew~tnessX~esZl,/on~am s are~S~ned~t~/th~~], and ~~a) ~h/q~ ~'-~ ' ~esses vino nam~ "g o :he f~r~g6ing instrument, being duly qualified according'fo law, do depose and say thafwe were presen!.an.4~s~ aw' Julia G. Watson, the Testatrix, sign and execute the instrument as a Codicil to her Last Will; that she 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 Codicil as witnesses; and that to the best of our knowledge the Testatrix was at the time eighteen (18).or more years of age and of sound mind and under no constraint or undue influeAace. // Swom/~ affirmed to and subsc~ed before me byk~~ and witnesses, this c~9~day of ~~.000. WEIGLE, PERKINS & ASSOCIATES -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 ~. */~-//"~- ~ CONNONNEALTH OF PENNSYLVANZA BUREAU OF ZNDZVZDUAL TAXES DEPARTNENT OF REVENUE INHERITANCE TAX DIVZSION DEPT. Z8060! HARRISBURG, PA 171ZS-OGD1 NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSNENT OF TAX REV-I;47EXAFP¢01-O$) DATE 11-05-2003 ESTATE OF NATSON JULXA DATE OF DEATH ZZ-16-ZOOZ FZLE NUNBER Z! 03-0017 .... i*~ COUNTY CUHBERLAND JERRY A NEZGLE ESQ ACN 101 NEXGLE 8 ASSOC/ATES Aeoun~ Reei~ed 1Z6 E KZN6 ST SH/PPENSBUR$ PA 17257 HAKE CHECK PAYABLE AND REHXT PAYHENT TO: REG/STER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THXS LXNE ~ RETAXN LONER PORTZON FOR YOUR RECORDS REV-15~7 EX AFP (01'03} NOTXCE OF ZNHERZTANCE TAX APPRAXSEHENT, ALLONANCE OR DXSALLONANCE OF DEDUCTXONS AND ASSESSHENT OF TAX ESTATE OF NATSON JULXA 6 FZLE NO. Z1 05-0017 ACN 101 DATE 11-05-Z005 TAX RETURN NAS: (X) ACCEPTED AS FXLED ( ) CHANGED RESERVATXON CONCERNXNG FUTURE XNTEREST - SEE REVERSE APPRAXSED VALUE OF RETURN BASED ON: ORZGZNAL RETURN 1. Rea/ Es~a~e (Schedule A} (1) .00 NOTE: To insure proper 2. S~ocks and Bonds (Schedule B} {2) Z9~605.51 cred/~ ~o your accent, ~. Closely Held S~ock/Par~nershZp Xn~erms~ (Schedule C) (5} .00 s~m/~ ~h~ upper ~. Hor~gmges/No~es Receivable {Schedule D) (~} .00 of ~h/s fore ~i~h your S. Cmsh/B~k DeposZts/Hisc. Personal Propar~y (Schedule E) (5} ~9 ~775.Z5 ~ax payment. 6. Jointly O~ned Propmr~y {Schedule F) (6) .00 7. Transfers (Schedule G} {7) .00 8. To,al Asse~s (8} 69,$78.76 APPROVED DEDUCTXONS AND EXEHPTXONS: 8,$$2.85 9. Funeral Expensms/Adm. Costs/HZsc. Expenses (Schedule H} 10. Debts/Hot,gage LZabZ11~Zms/LZens (Schedule X} {10) 551.21 11. Total Ds~ctions (11) 1~. Net Valu~ of Tax Rs~urn (1~) 60,71t.70 15. Charilable/Governmen~al Beques~s; Non-elected 9115 Trusts (Schedule J) (15] II. Net Value of Estate Subject ~o Tax (1~) 60,711.70 NOTE: l~ an assessment eas issued previously, lines lI, 15 and/or 16, 17, 18 and 19 eill re~lect ~iguPes that include the total of ALL ,etu,ns assessed to date. ASSESSNENT OF TAX: 15. Amount of Line lI a~ Spousal rate (15) .00 X O0 = .00 16. Amoun~ of Line 1~ ~axable a~ Lineal/Class A rate (16) .00 X 0~5 = . O0 17. Amoun~ of Line 1~ a~ Sibling ra~e (17) 12,1~2.9~ X 12 = 1,~57.15 18. A,oun~ of Line 1~ ~axable a~ Collateral/Class B rate (18) ~8,571.76 X 15 = 7,285.76 19. Principal Tax Due (19)= 8,7qZ.9~ TAX CREDZTS: PAYHEN1 RECEZPT DISCOUNT AHOUNT PA~D DATE NUHBER ~NTEREST/PEN PA~D (-) 0~-05-200~ CD002257 ~21.05 8,000.00 09-12-200~ CD00~007 .00 ~21.87 TOTAL TAX CREDZT I 8,742.92 BALANCE OF TAX DUEl .01CR ZNTEREST AND PEN. . O0 TOTAL DUE .01CR ZF PAZD AFTER DATE /ND/CATED, SEE REVERSE ( IF TOTAL DUE TS LESS THAN $1, NO PAYHENT KS REiiUZRED. FOR CALCULATTON OF ADDTTZONAL ZNTEREST. IF TOTAL DUE TS REFLECTED AS A "CREDTT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORH FOR ZNSTRUCTTONS.) RESERVATION: Estates of decedents dying on or bafora December 1Z, 19BZ -- if any future interest in the estate is transferred in possession ar enjoyment to Class B (collataral) beneficiaries of the decedent after the expiration of any estate for life ar for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lamful Class B (collateral) rats on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S. Section 9140). PAYNENT: Detach the tap portion of this Notice and submit with your payment to the Register of Hills printad on the reverse side. --Hake check ar money order payable to: REGISTER OF NZLCS, AGENT REFUND (CR): A refund of a tax credit, which mas not requested an the Tax Return, may be requested by completing an 'Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at tho Office of the Register of Hills, any of the 23 Revenue District Offices, er by calling the special 24-haur answering service for fores ordering: 1-800-362-2050; services far taxpayers eith special hearing and / ar speaking needs: 1-800-447-30Z0 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, a11oaance, or disallowance of deductions, or assessment of tax (including discount or interast) as shown on this Notice must object within sixty (60) days of recaipt of this Notice by: --eritten protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171ZB-lOZ1, OR --alection to have the matter determined at audit of the account of the parsunal representative, OR --appeal to the Orphans' Court. ADNIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Oepartaent of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZD0601, Harrisburg, PA 171ZB-0601 Phone (717) 787-6505. Sea page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) 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 (5Z) discount of the tax paid is a11oaed. PENALTY: 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 and of the tax amnesty period. This non-participation penalty is appealable in tha same manner and in the the same time period as you aould appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning mith first day of delinquency, or nina (9) months and one (1) day from the date of death, to the date of payment. Taxes ahich became delinquent before January 1, 19AZ bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 19DZ ail1 bear interest at e rate mhich will vary from calendar year to calendar year with that rate announced by the PA Dapartaant of Revenue. The applicable interest rates for 19BZ through ZOO3 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rata Factor 198Z ZOZ .000S48 1987 9Z .O00Z~7 1999 71 .00019Z 1983 161 .000438 1988-1991 11Z .000301 ZOO0 81 .000Z19 198~ 111 .000301 199Z 9Z .O00Z~7 ZOO1 gZ .000Z47 1985 13Z .000356 1993-1994 7Z .000192 ZOOZ 6Z .000164 1986 XOZ .000Z7~ 199S-199D 9Z .000Z47 ZOO3 5Z .000137 --Interest is calculated as felleas: ~NTERBST = BALANCE OF TAX UNPAID X NUNBBR OF DAYS DELINQUENT X DAILY ZNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fiftaen (15} days beyond tha date of the essasseant. If peyeent is cede after the interest computation date shown on the Notice, additional interast must be calculated. Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/10/2004 WEIGLE JERRY A 126 E KING STREET SHIPPENSBURG, PA 17257 RE: Estate of WATSON JULIA G File Number: 2003-00017 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: 12/16/2004 Your prompt attention to this matter will be appreciated. Thank You. Si~{~rely, :.~. ~ .... ~ GLENDA PARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge REGISTER OF WILLS, CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 Name of Decedent: Julia G. Watson Date of Death: December 16, 2002 Will No. 21-03-0017 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans, Court Rules, I report the following'with respect to completion of the administratio~ of the above-captioned estate: 1. State whether administra . Yes N- -- tion of t~ .... ~ u ~ The es ~'= ~Sta~e payment of a mortgage hel~ ~- ~-------- tare remain ...... is Comn] ~+k ~ v7 one estate, schedule~ ~- ~ ~ ~F.~u no accommodate ~h~=u=: 2. If the answer 1 No state when the personal 's · ~ ~o De paid in full in May, 2006. representative reasonably believes that the administration Will be COmplete: July 2006 ' 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______. 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 accounts may be .filed wj Cerk 'of the Orphans, Court and may be attached Date: Nov. 16, 2004 ~ ~ ' ~;reY ~p~;~gsi? ~.~q~re ~l~ or ~ WEIGLE & ASSOCIA~TES .p C .. 126 East Ming Street Address Shippensburg, PA 17257 ;-- , "~ ~7388 Tel. No. Capacity: ~Personal Representative X-~C°unsel for personal ~ (MAH: rmf/AM3 ) representative Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Julia G. Watson December 16, 2002 Date of Death: Estate No.: 21-03-0017 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 0 No llQ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: July 2006 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 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account infomlally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or infomIaI accounts may be filed with the Cle k of the Orphans' Court an ma,t be attached to this report. ~ Jerry A. Weigle, Esquire Name WEIGLE & ASSOCIATES, P.C. 126 East King Street Address Shippensburg, PA 717-532-7388 17257 Date: November 17, 2005 ,l~ ,". Telephone l'~o. Capacity: 0 Personal Representative lKlCotlnsel for personal representative V~< Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/15/2005 WEIGLE JERRY A 126 E KING STREET SHIPPENSBURG, PA 17257 RE: Estate of WATSON JULIA G File Number: 2003-00017 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: 12/16/2005 Your prompt attention to this matter will be appreciated. Thank You. r~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge Julia G. Watson December 16_? 2002 21-03-0017 tr;~' ('S:L3t.:: ~!ns\\'::?r !S SLa te bell e\'c"s that .d \' :nc y ~<o nG , .} "..:< :;..t ~... 3.tL.l:::l1ed this /J, 4 C \, WI I .r- i . / / / ,Li./ " -t1L- --. .....--_. --"'-- - ~)1L:I'1ur::: ;...., :\dmc Jerry A. Weigle, Esqu' e WEIGLE & ASSOCIATES, P.C. 126 East King Street Shippensburg, PA 17257 ~s -} . "..S~~J'Q.:i}C 717-532-7388 '1:1 : i 1 f _ ~,~r:("\ i hi II ''x' .-L_. , , V /,' ~/ \\V ESTATE OF JULIA G. WATSON File No. 21-03-0017 r--..;) C) g:; ?~O C"'> _~ ::D C- ',.- -0 c::: _-]:co z ~/iA cjf1a ~;:~SB..:.. 1 1'1 /" en --- THIS AGREEMENT made this day of "t:;qaoo&. BETWEEN: A. EUGENE FISLER, JR., JOHN BERM FIS~, '~N;~ , ~ ... FAMIL Y SETTLEMENT AGREEMENT MICHAEL DAVID FISLER, as Co-Executors of the ESTATE OF BARBARA E. FISLER; BARBARA FISLER MYERS; A. EUGENE FISLER, JR.; J. HERMAN FISLER; and MICHAEL D. FISLER; being the legatees under the Last Will and Testament of Julia G. Watson, late of the Township of Shippensburg, Cumberland County, Pennsylvania, AND A. EUGENE FISLER, JR., Executor of the Estate under the Last Will and Testament of Julia G. Watson, deceased, \VHEREAS, Julia G. Watson died December 16, 2002, testate, and under her Will left her estate to the parties herein; and WHEREAS, Letters Testamentary were granted to A. Eugene Fisler, Jf. on January 9,2003, by the Register of Wills of Cumberland County, Pennsylvania; and \VHEREAS, all assets of the late Julia G. Watson have been liquidated or distributed and all her debts paid in full, and further the period of four months having been terminated since the first advertisement of the issuance of Letters to the said 7" WEIGLE & ASSOCIATES. Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 " :TI rn Es :.rJ :~,.'] rr-, CJ C~ -rl -:::u H " Executor, the said parties hereto desire to waive the duty of the Executor to file a First and Final Account with Proposed Schedule of Distribution for purposes of confirmation by the Court of Common Pleas of Cumberland County, Orphan's Court Division, AND FURTHER desire that a Family Settlement Agreement be executed, which Family Settlement will be duly recorded among the deed records in and for Cumberland County. NOW, THEREFORE, WITNESSETH, that the parties hereto, in consideration of the premises above stated, and of the Accounting and Proposed Schedule of Distribution attached hereto and made a part hereof, and the receipt of their distributive shares as therein shown, do mutually bind themselves to the said Distribution and Accounting as set forth and further release A. Eugene Fisler, Jr., Executor, from all claims and demands whatsoever arising out of settlement of the Estate of Julia G. Watson. The parties hereto do further agree that should any liability come due to the estate of the said decedent after the signing of this agreement, I do hereby covenant and agree with the aforesaid personal representative that I will contribute pro rata my share of the estate to satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said estate or the aforesaid personal representative after the signing, sealing and delivery of this family settlement agreement and final release. WEIGLE & ASSOCIATES. P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 IN WITNESS WHEREOF, the parties have hereunto set their hands and seals the day and year first above written. WITNESS: Or, (SEAL) -- WEIGLE & jl,SSOCIATES. Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND On this the j!J1l1 day of CfIlor ,2006, before me, the undersigned officer, personally appeared A. EJ'GENE FISLER, JR.; JOHN HERMAN FISLER; and MICHAEL DAVID FISLER; who acknowledged themselves to be the Co- Executors of the Estate of Julia G. Watson, and that they, as Co-Executors, being authorized to do so, executed the foregoing instrument for the purposes therein contained by signing the name of the estate by themselves as Co-Executors. IN WITNESS WHEREOF, I hereunto set my hand and official sea II Rhonda. R. Shippensbu,-o 8"',--- , My Com .' : ,~:_ ~'::' i- ~~.~~~~:~~~:I:='-.:.:":;:~~:":~:~ ~,'2 ~. COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND On this, the Itf/1 day of ~ ' 2006, before me, the undersigned officer, personally appeared BAJARA FISLER MYERS; A. EUGENE FISLER, JR.; J. HERMAN FISLER; and MICHAEL D. FISLER; known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set WEIGLE & ASSOCIATES. RC. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 EXECUTOR'S ACCOUNT FIRST AND FINAL ACCOUNT OF A. EUGENE FISLELR, JR., EXECUTOR FOR ESTATE OF JULIA G. WATSON, DECEASED Date of Death: Date of Executor's Appointment: Dates of Advertisement of Letters: News Chronicle Cumberland Law Journal December 16, 2002 January 9,2003 Accounting for the Period: January] 7, 24, 31, 2003 January 24, 31, and February 7, 2003 January 9,2003, to April 20, 2006 Purpose of Account: A. Eugene Fisler, Jr., Executor, offers this account to acquaint interested parties with the transactions that have occurred during his administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Jerry A. Weigle, Esquire Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 7] 7-532-7388 WEIGLE & ASSOCIATES. Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 SUIVlMARY OF ACCOUNT Estate of Julia G Watson For Period 12/16/01 Through 4/20/06 Page Proposed Distribution to Beneficiaries 11 Principal Receipts Net Gain (or Loss) on Sales or Other Dispositions Other Receipts 1-2 3 less Disbursements: Administration Expenses (Prin) Fees and corrmissions (Prin) Other Expenses (Prin) 4 4 5 $8,787.32 8,767.40 331.21 Balance before Distributions Distributiow3 to Beneficiaries 6-7 Principal BalcIDce on Hand 8 Income Receipts Less Disbursements: Administration Expenses Income Taxes 9 10 10 $ 100.00 517.33 Balance before Distributions Distributions to Beneficiaries Income Balance on Hand Combined Balance on Hand Fiduciary Acquisition Value $15,501. 66 ---------- ---------- $74,802.97 1,527.86 0.00 $76,330.83 17,885.93 $58,444.90 42,500.00 $15,944.90 $ 174.09 617.33 $ -443.24 0.00 $ -443.24 $15,501.66 ---------- ---------- RECEIPTS OF PRINCIPAL Estate of Julia G Watson As of 4/20/06 Assets Listed in Inventory (Valued as of date of death) O1ecking Accounts Citizens Bank Checking Account #6100794903 $0.74 Acc:rued Interest Camon Stocks Citizens Bank Investment Account #57291382 4,083.519 Units Income Dividends that purchased additional shares on January 2, 2003, February 3, 2003, and March 3, 2003, totaling 109.683 shares at an average cost basis of 7.25 I 109.683 Units Debt Instruments Giuseppe M. DiBosco Mortgage (39 rronthly payments at $450 per month, 01/16/03 through 03/16/06) Giuseppe M. DiBosco Mortgage Payoff, 04/06/06 Refunds Blue Cross/Blue Shield - benefit check 04/02/03 Blue Cross/Blue Shield - benefit check 08/05/03 Shippensburg Health Care Center - refund of advance payment 09/15/03 Commonwealth of PA - 2002 PA40 state income tax refund 12/03/03 $ 29,605.51 795.20 $ 17,550.00 15,027.24 $ 134.03 5.82 2,024.66 182.00 " Page 1 Fiduciary Acquisition Value $ 9, 378.51 30,400.71 32,577.24 2,346.51 " RECEIPT'S OF PRINCIPAL Estate of Julia G Watson "As of 4/20/06 Page 2 Assets Listed in Inventory (Valued as of date of death) Fiduciary Acquisition Value Miscellaneous Property Cumberland County - WW II widowl s benefit received 02/07/03 $ 100.00 'IOI'AL INVENTORY $ 74,802.97 ----------- ----------- ., GAINS AND LOSSES ON SAlES OR OTHER DISPOSITIONS Estate of Julia G Watson For Period 12/16/01 Through 4/20/06 Page 3 Gain IDss 12/31/02 December withdrawal from investment acconnt 684,,932 Units Net Proceeds Fiduciary Acquisition Value $ 5,000.00 4,965.76 Net Gain $ 34.24 01/30/03 January withdrawal from account 666.667 Units Net Proceeds Fiduciary Acquisition Value $ 5,000.00 4,833.34 Net Gain 166.66 03/05/03 Withdrawl from investment account 654.45 Units Net Proceeds Fiduciary Acquisition Value $ 5,000.00 4,744.76 Net Gain 255.24 03/14/03 Investment account liquidated 2,077.47 Units Net Proceeds Fiduciary Acquisition Value $ 16,079.62 15,061.65 Net Gain 1,017.97 03/14/03 Investment account additional shares from dividends liquidated 109.683 Units Net Proceeds Fiduciary Acquisition Value $ 848.95 795.20 Net Gain 53.75 Net Gain $ 1,527.86 ----------- ----------- DISBURSElVIENTS OF PRINCIPAL Estate of Julia G Watson For Period 12/16/01 Through 4/20/06 Administration Expenses (Prin) 01/14/03 Register of Wills, CUmberland County - Letters Testamentary and Short Certificates 01/14/03 Cumberland law Journal - advertising Letters Testamentary 03/04/03 News Chronicle - advertising Letters Testamentary 03/06/03 Register of Wills, CUmberland County - PA Inheritance Tax payment at discount 09/02/03 Register of Wills, Cumberland County - filing PA Inheritance Tax Return 09/02/03 Register of Wills, Cumberland County - filing Family Settlement AgreerneJ:7.t 09/02/03 Weigle & Associates, P.C. - reimbursement for postage, xerox copies, and long distance telephone calls 09/02/03 Linda K. Klein - notary fee 09/04/03 Register of Wills, CUmberland County - PA Inheritance Tax balance due Fees and Commissions (Prin) 01/29/03 A. EugE~e Fisler, Jr. - partial Executor's Cornnission 09/02/03 Weigle & Associates, P.C. - attorney fee 09/02/03 A. Eugene Fisler, Jr. - balance of Executor's commission 04/06/06 Weigle & Associates, P.C. - additional attorney fee for period 09/05/03 through 04/06/06 including maintenance of estate checking account, five (5) partial distributions to beneficiaries, preparation of fiduciary income tax returns, and represer~ation of estate matters $ 159.50 75.00 72.20 8,000.00 15.00 100.00 31.75 12.00 321.87 $ 1,600.00 4,258.70 1,908.70 1,000.00 Page 4 $ 8,787.32 8,767.40 DISBURSE1V1ENTS OF PRINCIPAL Estate of Julia G Watson For Period 12/16/01 Through 4/20/06 other Expenses (Prin) 12/17/02 Citizens Bank Checking Account #6100794903 check clearing after date of death 01/14/03 PhaImacare - 12/31/02 statement 'TOTAL DISBURSEMENTS OF PRINCIPAL $ 237.48 93.73 ... Page 5 $ 331. 21 $ 17,885.93 ----------- ----------- DISTRIBUTIONS OF PRINCIPAL 10 BENEFICIARIES Estate of Julia G Watson For Period 12/16/01 Through 4/20/06 To: Barbara E. Fisler Cash 12/01/03 Cash 06/22/04 Cash 12/10/04 Cash 06/28/05 Cash 12/15/05 Cash Total for Barbara E. Fisler To: Barbara Fisler Myers Cash 12/01/03 Cash 06/22/04 Cash 12/10/04 Cash 06/28/05 Cash 12/15/05 Cash Total for Barbara Fisler Myers To: A. Eugene Fisler, Jr. Cash 12/01/03 Cash 06/22/04 CaBh 12/10/04 Cash 06/28/05 Cash 12/15/05 Cash Total for A. Eugene Fisler, Jr. $ 6,000.00 800.00 600.00 600.00 500.00 6,000.00 800.00 600.00 600.00 500.00 6,000.00 800.00 600.00 600.00 500.00 ... Page 6 $ 8, 500.00 81500.00 81500.00 To: J. Herman Fisler Cash 12/01/03 Cash 06/22/04 Cash 12/10/04 Cash 06/28/05 Cash 12/15/05 Cash DISTRIBUTIONS OF PRINCIPAL 'ill BENEFICIARIES Estate of Julia G Watson For Period 12/16/01 Through 4/20/06 $ 6,000.00 Total for J. Herman Fisler To: Michael D. Fisler Cash 12/01/03 Cash 06/22/04 Cash 12/10/04 Cash 06/28/05 Cash 12/15/05 Cash Total for Michael D. Fisler 'IDI'AL DISTRIBUTIONS OF PRINCIPAL 'ill BENEFICIARIES 800.00 600.00 600.00 500.00 6,000.00 800.00 600.00 600.00 500.00 " Page 7 $ 8,500.00 8,500.00 $ 42,500.00 ----------- ----------- Checking Accounts PRINCIPAL BALANCE ON HAND Estate of Julia G Watson As of 4/20/06 citizens Bank Estate Checking Account #6200039678 less: Income balance on hand PRINCIPAL BALANCE ON HAND ... Page 8 Current Value Carrying Value $ 15,501.66 $ 15,501.66 $ 15,501.66 -443.24 $ 15,501.66 -443.24 $ 15,944.90 $ 15,944.90 ----------- ----------- ----------- ----------- RECEIPTS OF INCCME Estate of Julia G Watson For Period 12/16/01 Through 4/20/06 Dividends Citizens Bank Investment Account 03/05/03 final dividend at closing of account Total Dividends Interest Citizens Bank Checking Account 01/06/03 interest 02/05/03 interest 03/05/03 final interest Citizens Bank Estate Checking 12/31/03 2003 interest 12/31/04 2004 interest 12/31/05 2005 interest 04/06/06 2006 interest Total Interest TOI'AL RECEIPTS OF INCCME $ 42.71 1.53 0.72 1.44 3.69 $ 106.07 13.18 7.69 0.75 127.69 '\ Page 9 $ 42.71 131.38 $ 174.09 ----------- ----------- DISBURSEMENTS OF INcavIE Estate of Julia G Watson For Period 12/16/01 Through 4/20/06 Administration Expenses 04/20/06 Weigle & Associates, P.C. - reserve for preparation and payment of 2006 fiduciary income tax retUTI1S Income Taxes 03/04/04 PA Department of Revenue - 2003 PA41 fiduciary income tax 02/15/05 Internal Revenue Service - 2004 1041 fiduciary incane tax 02/15/05 PA Department of Revenue - 2004 PA41 fiduciary income tax 02/16/06 Internal Revenue Service - 2005 1041 fiduciary incane tax 02/16/06 PA Department of Revenue - 2005 PA41 fiduciary income tax TOTAL DISBURSElVIENTS OF INCQVlE $ 110.30 177.09 55.00 129.93 45.01 , Page lO $ 100.00 517.33 $ 617.33 ----------- ----------- To: Barbara E. Fisler Cash Cash Total To: Barbara Fisler Myers Cash Cash Total To: A. Eugene Fisler, Jr. Cash Cash Total To: J. Herman Fisler Cash Cash Total To: Michael D. Fisler Cash Cash Total " PROPOSED DIS'IRIBUTIONS 'ill BENEFICIARIES Estate of Julia G Watson For Period 12/16/01 Through 4/20/06 Page II $ 3, 100 .34 $ 3, 100.34 3,100.33 $ 3,100.33 3, 100.33 $ 3,100.33 3,100.33 $ 3,100.33 3,100.33 $ 3,100.33 $ 15,501.66 TOTAL PROPOSED DISTRIBUTIONS 'ill BENEFICIARIES ----------- ----------- ~ ... A. EUGENE FISLER, JR., Executor of the Estate of Julia G. Watson, deceased, hereby declares under oath (penalties of perjury) that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to his knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. ., . .."'.- _........~ '.<-.-' .- 'P~'-~ Notarial Seal I: Rho:1da R. WO!f07d. No121')1 Public ~ S!"l!ppensb:,rg '3.::c::, ~:'lmiJ.:;rland County ! lvil; CC',1~':<.;",'c'" ;~::<. c.,', .... ~)'.:.', .?Q2~" " .~___"""~-....c~_'_ ."..-~ WEIGLE & ASSOCIATES, RC. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397