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HomeMy WebLinkAbout95-0129~~ I -~S~-OI ~~ This is to certify that the certificate hereunto attached is a true and accurate copy of the original death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed and commissioned as directed by Act 66 of the General Assembly, approved 29 June 1953, P.L. 304. AUG 16 2001 Date ~~ H705. f 43 Rev. 1/B7 Trv~PRwT Bt rE7tMAItExr ""'"E eLwcx \~V\ 99V\\~, O W 2 ~,, ? . Fran eropoli, ' ect Division of Vital Records P.O. Box 1528 New Castle, PA 16103 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH IC 1 1 - --- • SEX SOCIAL SECURITY NUMBER DIVE OF DEATH IMweR. DaY•1W) +. Everett C. Watson :Male x503 - O1 - 9138 ..December 2, 1994 AGE(laet BireWay) lXiOER,VEAR UNDEIt1DM DATE OF BaTTH BIRI{tPLA(,E (CeyarM PLACE DF OEAfH1cn•a ar4y ane-ees irmruaanaen abler' MtmMe , Days Ilolaa ( Mrdae (Mo^h. DeY.1Yer1 9sa ar FarpnCaurary) HOSPRAL: ~) OTHER 8 7 Y° ` 1- 2 2 -19 0 ~ H o m e r , N e b . "Ia•'"" 0 ERA7MpNrrlt ^ DDA ~ , px Ratltlwru ^ ~,» ^ COUNTY OF DERV CRY, ceRH Lm NAME(R rmlxN41eon. v+e atreN antl numxer) DECEDENTOF HISPANX; ORIGINT RACE-American x14«1. era. vYnti...m. we. ^ nY«. •vaalN Cwrl. (sPeaM ~ Cumberland ~ S. Middleton ~ Leader Nursing & Rehabilatat PlwbRfun,ab. White DECEDENT'S usuALOCCtmRIDN XMDOFeuslNESSnNDUSrRr MYU18S nA~FO~sT~ DECEDEM'S EDUCRgN .'• 10. sutvmNG SPOUSE (Gnsximd•orx eorr mor Nawr~ a.orMrpB.; not °r~ee.) Cable ~Sp~icer Phone Company "row New ° (o~' „°~) °"°°'" m~9~~') '+ ,2. ,a. 12 ( Widow ,s DBCEDENr8 MAe1NG ADDRESS fsa«L Cay/bnn, Slete.av COtle) DECEDENT'S ,a RE cE ,". s,m a 848 Hamilton St. n +T•.OW.,a.om.raa~.tlla ,~, Carlisle Pa 17013 °~d"°r"°) „~ Cumberland ~~aT ,m~7Tliwn°i~ ia`vi°,u.d Carlisle FATHER'S NAME (Frll. Mitlse, Ls+r) S +e4 Mitl09. 9urnarna) ,~ Charles Watson~~se~~iappe~e INFORMANT'S NAME (TypbPrira) ' NeFORYANT S MAILIND ADORESS(StraaL Cay/bwn, Zip Ret. Col Dwane C. Watson 848 Hamilton St. t~ar~"sle Pa 17013 , -wTraoaFdsROarrIDN DREDFasPOSrrIDN PLwceaFDISFOBrtpN-N.m.d(-~-~~'---~~,~~Tarr1a1~ry LOCRgN-cxyr .sra,apr a. BIAMJ ~xCnmYbn^ RarrwYtmnSter~ IMaran,Dry. Year) ~ arOtMrProa rarK ° tl ^ an oB»K(sp.aly :,a 12-7-1994 ~a Hills Of Rest Memoria au. ons Sioux Falls, S.D. :,tl AcnNGASSUCH L48-L NAMEANDADDRESSOFFACM.ITY o man- o unera me 27E. 219 N. Hanover St. Carlisle Pa 1701 pyNc'YrlrMavNeW N,MdOeNnro ~e stl Tpa~~~•tlMxocarntletlw lMr. MaarW PYC•NNW. LICFl18E NUMBER DRESNiNED earlMyuurdtleWl. (Mean, D•Y, 11ar) 37w Mme 2428 mep W DQE PRONOUNCEDDEAD ~pw••r'~ M OF DERM (LqN. Dey, y9r) \V13 CASE REFERRFAmMEDICAL E%AMINER/CORONERT • r-~ N. M. 2S 2 lir• ~ Noi~ . 27.tWR1: EnrrlM tlr•aeaa. xtiarre or oompMouur Nllcx ouNtlela Maln. DO not MMer Ula aatladtl,4p, aua as rJrdaeernppxabryertML sxoa4larlreari rMra. Lrl onfyorr CaleNMeadl ana. ~APpeArIN• PANT B: DlMreppldntwntldOry aanx+GaagbtleaUr ba , M11EpATl CAUSEIFmeI IamNanetlrin net neal19xrp in tlra vl0erlyxp uwagivan NPARTI. I 1 \ /~ rMUIMq n Oeeln)-- f ~S lei }~ C /'t I . i DUE TD (DR AS A CONSEQUENCE OF): x i Nary, MaMrgbxrmtMMa DUE Ib (OR ASACONSEQUENCE OF): I aquas. FriarIMOHLYpID ~ c_ CAl10E IDrersaxMay ~ 9M1 kltlertl •'~+ DUE 7O (OR AS A CONSEQUENCE OF}. rawrlNnp in Osaaq LAST tl I W15 ANAUTOPSY WERE AUTOPSY FMDINGS MANNER OF DEATH PRE OF INJURY TIME OF PUURV INJURYR WORKT DESCRIBE MOW RWRY OCCURRED. PERFORMEDT JewLAeLe PRaRTo IMamh Day leer) COMP T r-~~ , . LE gN OF CAUSE J~ OF DEATH? NNUrW Homid9a ^ ~•^t ^ Pan6pxrwalOaRan - ^ Yee ^ Na^ YN ^ V ^ Na ^ SuCWa ^ CaAtl rwl ba tlRanrlxletl ^ M' PLACE OFINJURV-N tloms,+arm etreel dflq L +•cbrY , . . OCRION(Streel. Cd 21x. 2p- Ouatlbrp, ab. (SpecMy) Ylfin. Srle) CERTIFIFA IChsax areY err) ~' 7M. • ~ ~ dµ(~Yy~an cpWYirp eauaedtlaYh wlyn argNerphyycian MSprppune•p eyyiyy cempylee ttem 23) S~~AND TITLE ~C! IER TPM b W ary xnowrtlpa, AaaBr aeerNratl tllrablM eauaata)rW annnar l rtl / aa a a ...................................... .. ~ y- OC ............. 7/!. 4~-~- ~^- •MD/gUNCSp AND COfTiYU16 PNYEICMNIPnYeiciaa xolh pranaunci cream antlc LICENSE NUMBER DATE SIGNED To1M x•Ndmy blowrdys~tlsa,I, aCaurr•A N,INtYly,ar, antl place aM tlwbM bceueedtleeaR /~\. (Maah, DaY. lber) ow.•ta.N m.m«...r~.e .......................... ,a. 7 014 ~ 6 SZ- 9+a. t ~ z ~ `i NAME AND ADDRESS OF WHO COMPLETED CAUSE DEQH MEDICAL 1=1tAYN1EWCONONEA (Rem 27)Type ar PriN I 1+ ~ ~ ~ Q)F On tM W W of f:mnlnNial and/or ImMipNbn fn m u x,b U tl Q~' L~ 4 ' ~ . Y P n. u i~A ( r oceumA N tM tlme. Aah, emtl cMga(a) antl . LJ~+ y J 91~mMnNtl NNb ............................. ......... pres. and GatotM O /'(,(PS~C L( CC ~ (~~z ~ ................... l 92. SSMaNRUREA R ~SL4;. !/~ 1 O/`~ DATE FILED (MwR, Day, Vmr) w L Q 4 7f. Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters Testamentary No. 1995-00129 PA No. 2195-0129 ESTATE OF WATSON EVERETT C. Late of CARLISLE BOROUGH Deceased Social Security No. 503-01-9138 WHEREAS, on the 16th day of February 1995 an instrument dated July 7th 1993 was admitted to probate as the last will of`WATSON EVERETT C. late of CARLISLE BOROUGH , CUMBERLAND County, who died on the 2nd day of December 1994 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, MARY C. LE!WIS Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to DWANE C. WATSON who has duly qualified as Executor(rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA IN TESTIMONY WHEREOF, of my Office the 16th day of February 1995. e I have hereunto set my hand and affixed the seal ,~" ~~ /d(c.~~ , ~~ ep\wi~ls\watson.ec\k\7-93 li LAST WILL AND TESTAMENT OF EVERETT C. WATSON I, EVERETT C. WATSON, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. TEM Iz I devise and bequeath all of my estate of every nature and wherever situate as follows: A. One-half to my son, DWANE C. WATSON, or his issue, per stirpes. B. One-half to my son, RICHARD L. WATSON, or his issue, per stirpes. TEM II: I appoint my son, DWANE C. WATSON, Executor of this my last will. Should my son, DWANE C. WATSON, fail to qualify or cease to act as Executor, I appoint my son, RICHARD L. WATSON, Executor of this my last will. ITEM III: I appoint my Executor and his successors, guardian of any property which passes either under this will or otherwise to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fidu- ciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have Page 1 of 4 COMMONWEALTE OF PENNSYLVANIA: :SS: COUNTY OF CUMBERLAND • I, EVERETT C. WATSON, the Testator 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 this instru- ment as my last will;. that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. EVERETT C. WATSON Sworn to or affirmed to an~acknowledged afore me by EVERETT C. WATSON, the Testator, this ~_ day~,of ,~ 1993. NOTARIAL SEAL CONSTANCE L. KARLI~ PiOTARY PUBLIC COMMONWEALTH OF PENNSYLVANIA ; NEW CUMBERLAND, PA CU~~BERLfiNO CO. MY COMMISSION EXPIRES APRIL 13. 1995 COUNTY OF UMBERLAND :SS: • We, and ! m~ ~ ~~ the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and sa:w Testator sign and execute the instrument as his last will; that Testator signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that Page 3 of 4 each of us in the hearing and sight of the Testator signed the will as witnesses; that to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Witn ss a ~''yL~ ~ Witness Sworn to or affirmed to and acknowledged before me by ,Q ~ J and ~, 7yf ~ ~ , witnesses, this ~ day of , 1993. CO"aSTANCE IoTKARLT SEAL NE61 CU+i@f.RL 'i0 pi, ' NOTARY PU9LIC P, CU. 9ERiR~,O CO. MY CG~74IS~I4~e EXPIt;ES APRIL ]3, 1995 Page 4 of 4 PETITION FOR PROBATE and GRANT OF LETTERS ~/ Estate of _ >•vPrPt+ ~ wa+~,,,, '.r No. also known as To: Register of Wills for the Deceased. County of Cumberland in the Soeia! Security No. 5 - - 3 8 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s}, who is/atr 18 years of age or older an the execut_nr named in the last will of the above decaedent, dated July 7 , 19~_ and codicil(s) dated N / A (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with is last family or principal residence at 848 Hamilton Stree _Boroucrh of Carlisle (list street, number and muncipality) Decendent, then 87 .years of age, died December 2 , 19~_, at_Leader Nursincr & Rehabilitation S Mi~~1P+-n., T~,,,~~ ,tnhPrland Co. Except as follows, decedent dtd not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 1, 0 0 0 . 0 0 (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: __i1TlA WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamenta y theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) N u ~.. •~ H ~~ ~° •n y0. w~ ~ Q. e m in Dwane C. Watson 848 Hamilton 3t Carl i al•A~ PA' r 1 7(11 '~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF'PENNSYLVANIA COUNTY OF CUMBERLAND } s3 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(~ of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this y day of ~,• 19 a e Register y - - - - - - Th ` '~~ '~ ~' '.`~' 4- r_'~~e in`ormario.n here .given is corrert}y copied from an original certificate of death duly filed with me as La~tal Regititrar. Thr 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 phot~pgraph, Fee for this c;errificare, $~.t}U iL-.~7!w~! ~ • ~ . ,. Local ftc~gisrrar 2665998 oEC. ~ ~saa No. -- Date H,as.+u n... rm +IINT 'KNT NMIE '"" +• Everett C. Watson ~' + + Hale x.503 - Oi '91 Npr t 1Mq iYra roNynckun~rw ~^yonr. 87 ''" ~ 1-22'-190 Homer,Neb. ~+b •wo...r.O ~,p i dm' ,Mw ane ~~ Cumberland- S. Middletoni Leader Hurain 3 Rehabilatat 8 .~r~.~ w"+ -Ce ie ar us: "' ~p'~ice Phone Conipen~ ,.^ New oN.~w ' ~'~.a...mo•en 12 n.b ~ Widow 848 Haetilton St. +n.s.. a ,., Carlisle Pa 17013 ~"r"~„o°'jf" +~ Cumberland +:n'rrr Nq N, Charles •Wsteon ""'~'""'" ae ~iappe"~' Ret. Col Dwane C. Watson 4$ ami ton t. o..+aiQ o~ ®X°"""""^ ~o.~ee.w»Q ,ow.w,q orwrrr f] i2-7-1994 Hills Of Res _ 8-L ,.219 N. ~e+,A rMI01MY11rrrw...•~.~.~..._ Mwal wr ......~..Y..-. ./~ ~~ uecemoer Z 1 QX MMO~b• ~ ^ -- •~.MLW ~~ r Wh1 t8 Carlisle Carlisle, Pa 1701.3 maria ggioua Falls., S.D. v^ r~Cari eleu~ar 0 ao . o•w rYrt w.0 ~- • NNwY ;NaNeW w, D w. ^ rb ^ a+ew. ~ ~.nanotir.rp~uen ~ w ^ Nei u. .... ~ C•wnaaawrnr D •.. -...r_ ._ - - ---. ~_.~........ ws•wygw•nwrrr '.... «Qwnwreirn t7l ...~w~Tni,l~~~_~S_'.~ -" rq .................................... iM[1 •*ir~wNpru"r'~~a 'r""'uN+N.~M~r..r'M~r. r°M"i~.~~lw.r~ rwKM .......................... ~ O 1 0n~ Z •rana~j~ ~Mw10!NN!~~!!4 N whr a~Nie~. dMMweu~ NMw ~1ffi~Na MM n •~ ..... D ''~ /Raee..'sr.~ i OOMMONWEA~TH Of ~BNNEyU+MN1A • DEPARTMENT Of HEALTH • VITAL RECORD6 CERtIFlCA7E OF t1EATH f46t N r7o 4 , CERTIFICATION OF NOTICE UNDER RULE 5.6(al Name of Decedent: Everett C. Watson Date of .Death: December 4, 1994 Will No. 21-95-0129 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 beneficiaries of the above captioned estate on June 12, 1995. Mr. Dwane C. Watson 848 Hamilton St. Carlisle, PA 17013 Mr. Richard L. Watson 2007 North Academy Blvd. Colorado Springs, CO 80909 Notice has now been given to all persons entitle thereto under rule 5.6(a). Date: ~~- ~ Z-9 f ~~~ ~'- rvaac, rsaYLL1ZG 4 ge Street New Cumberland, PA 17070 717-774-7435 Capacity:_ personal Representative X Counsel for Personal Representative U U REV-1547 EX AFP (12-94) C01pONFIEJILTH of aENNSYLVAMIA DEPARTMENT ~ ~~~ NOTICE OF INHERITANCE TAX DIElEAU OF IMDIVIDUAL.TAXES APPRAISEMENT, ALLOMANCE OR DISALLOMANCE nEF+T. zaoeoi HARRISEINlC, PA 171za-o6oi OF DEDUCTiONS AND ASSESSMENT OF TAX ACN 101 DATE 06-12-95 DATE OF DEATH 12-02-94 ~~ ~~ ~ FILE N0. - 000NTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM MITH YOUR TAX PAYMENT TO THE REGISTER OF MILLS. MAKE CHECK PAYABLE TO °REGISTER OF WILLS, AGENT" REMIT PAYMENT T0: DAVID H STONE ESp '414 BRIDGE ST NEW CUMBERLAND PA 17070 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Awount Reaitted CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1847 EX AP!o CZ2-44) NOTICE OF IN!iERTTI~l~~ *AX ~!PPRll3~E!!~M*, -s--------- -------------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OFOTAXrE OR ESTATE OF WATSON EVERETT C FILE N0. 21 95-0129 ACN 101 DATE 06-12-95 TAX RETURN MAS: (X) ACCEPTED AS FILED ( )CHANCED E II~TERE8T - SEE wPPnAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Ral Estate (SoF-edule A) (1) .00 2. Stocks and Bonds IScheelula B) (2) 00 3. Cloaly Fuld Stock/Partnership Interest (Schedule C) (3l . .00 4. MortGaGes/Notes Reeeivable (Sehedul• D) (4) .00 5. Gsh/Banic Daposits/Misc. Person*1 Property (Schedule E) (5)_ 3,742.44 6. Jointly OMnad property (Schedule F) (6) 12 404 98 7. Transfers (Sohedul~ C) (7) , . 244,191 60 a. Total Assets (a) _ 260,339.02 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenps/Ads. Costs/Misa. ExPenas (Schedule H) (97 5,519..12 10. Debts/Mort~e Liabilities/Liens (Sehedule I) ti0) 49 2 64 11. Total Deductions . 12 N t (11) 6.011 76 . e Valw of Tax Return ) 254 327 26 13. Charitable/Covernwental Begwsts (Schedule Jl (12 , . 14. Net Valw of Estate Subject #o Tax (13) .00 (14) 254, 327 .26 NOTE: if sn asssssssnt Was issued prsvXOUS1y, Yinss reflect figures that include the t t l Y4, ib swFa~~nr ~i6, i7 an6 Ia wiii o a of ALL ASSESSMENT OF TAX: returns assessed to date. 15. Aaant of Line 14 at Spousal rata (151 . 00 X . 03a . 00 16. Aaount of Line 14 taxable at LiHeal/Glees A rata (16) 254,327.26 X .06. 15,259 64 17. Aaa:nt of Line 14 taxable at Collateral/Class B rata (17) . 00 15 . 18. Principal Tax Dw = X . . 00 TAX CREDITS: (18) 15, 259.64 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST (-] AMOUNT PAID 02-16-95 04-05-95 AA022835 AA023010 736.84 14,000.00 .00 522.79 PAYMENT MUST BE MADE BY 09-03-95*. ^ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 15,259.63 BALANCE OF TAX DUE .O1 INTEREST .00 TOTAL DUE ~ .O1 ( IF TOTAL DUE IS LESS THAN •1, NO PAYMENT IS REWIRED. IF TOTAL DUE IS REFLECTED AS A ^CREDIT^ (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Everett C. Watson Date of Death: 12-02-94 Will No. 21-95-0129 To the Register: 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: 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: N/A (c) Did the personal representative state an account informally to the parties in interest? Yes X No (d) Copies of receipts, releases, joinders and app~ovals.of formal or informal accounts may be filed with th~•Clerk of the Orphans' Court an be at ched to this report. Date : ~~~~ 1 l - Z~- ZL Da one, squire' 414 Bridge Street New Cumberland, PA 17070 v ~ 717-774-7435 Capacity: Personal Representative X Counsel for Personal Representative f est\rel\wateoa-d.rsl\4-95 IN RE: ESTATE OF EVERETT C. WATSON LATE OF THE BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION N0. 21-95-0129 RSCEIPT. REI+gASg AND y1AIVER OF ACCOUNTING RNOW ALL ~LgN BY T8g8g PRg8SNT8, that I, DWANE C. WATSON, being tion and settlement of all of my rights and claims under rs estate. one of the beneficiaries under the will of Everett C. Watson, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of Everett C. Watson, in full satisfac- I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without e further formalities, and with the same force and effect as if a First and r^ina:i account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND T8gR8FORg, I, DWANE C. WATSON, do by these presents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. IN ~TITNS88 1'18BREOF, I have hereunto set my hand and seal the a~ ~ -, day of L~~di`.~/~ , 1995. ~~ ness a~~~e ~ C _ 1,~..)~ ~ ( SEAL DWANE C. WATSON ) COMMONWEALTH OF PENNSYLVANIA N SS: COUNTY OF CUMBERLAND • On this, the 'xc~ n ,~ -- day of _ d,~r ~~ , 1995, before me a Notary Public, the undersigned officer, personally appeared DWANE C. WATSON, known to me (or satisfactorily proven) to be the person z whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN NITNB88 TniSERI~OF, I have hereunto set my hand and seal the day and year first above written. --_. Notar;a+ Ssal. N ary 1C ~ Kfm C. C3uyer, i •;otary PubgC ` ~'-' CarBsis 80ro. Cu~rberland Cainty I My COmmis~(on ~xn;ra~ Nov 10, 1 g97 -2- est\rel\wataon-r.rel\o-95 IN RE: ESTATE OF IN THE COURT OF COMMON PLEAS OF EVERETT C. WATSON • CUMBERLAND COUNTY, PENNSYLVANIA LATE OF THE BOROUGH OF ; .CARLISLE, CUMBERLAND ORPHANS' COURT DIVISION COUNTY, PENNSYLVANIA NO. 21-95-0129 RLCgIPT RELEASE AND WAIVER OF ACCOUD1TINa 1CROW ALL I~L81ii BY THESE PRESENTS, that I, RICHARD L. WATSON, being one of the beneficiaries under the will of Everett C. Watson, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of Everett C. Watson, in full satisfac- tion and settlement of all of my rights and claims under ham estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account. and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without ,~ further formalities, and with the same force and effect as if a First ar. = Fi.^.al Accc;;:.it a.zr~ F~ropuaec: i~istribu'~ion iiaci ioeen filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AIiD THERBFORg, I, RICHARD L. WATSON, do by these presents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as afore- said, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. IN i~1ITNS88 1~iHERSOF, I have hereunto set my hand and seal the ~~`~` day of 1995. [//'~ /~ y fitness (SEAL) RICHARD L. WATSON STATE OF COLORADO • SS: COUNTY OF On this, the ` ~"~day of ~Y~nT Ora; , 1995, before me a Notary Public, the undersigned officer, personally appeared RICHARD L. WATSON, known to me (or satisfactorily proven) to be then person whose name is subscribed to the within instrument and acknowl- edged that he executed the same for the purposes therein contained. IN ~niITNS88 NHSRBOF, I have hereunto set my hand and seal the day and year first above written. Notary P lic rn~ S/o? ,~/ l ~= -2- inventory of the real and personal estate of EVERETT C. WATSON US WEST - medical reimbursement US WEST ~- telephone reimbursement LEADER HOME - refund IRS - tax refund deceased 521 33 25 00 1,658 11 1,538 00 TOTAL II 3,742144 REV-1500 EX+ (7-94) t INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS] 4lTH OF PENNSYLVANIA BENT OF REVENUE EPT. 280601 1RG, PA 17128A601 0 i 0 i -~- nu mIVYLt INITIALI WATSON, Everett C. W SOCIAL SECURITY NUMBER DATE OF DEATH 503-01-9138 12-2-94 W O IIIF A--LIUaIE) SURVIVING ai0U5F'a NAf1E (UST, FIRST ANO MIDDLE INITIAL) is ®1. Original Return ~~y o o ^ 4. Limited Estate ~m c ®6. Decedent Disd Testate (Attach copy of Will) ALL CORRESPeNtitlaen a, ~o o= ~g z o' d t W x .Stone, EsQUire 717 1774-7435 FOR DATES OF DEATH AFTER 1 Z/91/91 CHECK HERE lF A SrouaAL POVERTY CREDIT IS CLAIMED ^ FIU NUMBER 21 95 0129 ^ 3. Remainder Return (for dates of death prior to 12-13-82) ^ 5. Federal Estate Tax Return Required _ 8. Total Number of Safs Deposit Boxes 414 Bridge Street New Cumberland, PA 17070 1. Real Eatate (Schedule A) (1 ) 2. Stocks and Bonds (Schedule B) (2 ) 3. Closely Hsld Stock/Partnership Interest (~chsduls C) (3 ) 4. Mortgages and Notes Receivable (Schedule D) (4 ) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) ~ 3, 742.44 6. Jointly Owned Property (Schedule F) (b') 12, 404.9$ 7. Transfers (Schedule G) (Schedule L) (7) 244, 191.60 8. Total Gross Assets (total Linea 1-7) 9. funeral Expenses, Administrative Costs, Miscellaneous Expenses (Schedule H) (q) 5, 519.12 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) 492 64 11. Total Deductions (total lines 9 8 10) 12. Net Value of Eatate (line 8 minus Lins 11) 13. Charitable and Governmental Bequests ($chsdule J) 14. Nst Value Subject to Tax (Line 12 minus line 13) 15 S ous l T f . p a ron: ern (for date: of death after b-30-94) Sss Instruct' f (11) 6, 011.76 (12) __ 254.327 26 (13) _ (141 254, 327.26 x. _: Side. (Include valuesfrom Schedule Kto9 Schedu eeM ~ (15) 16. Amount of Lins 14 taxable at 696 rate (16) 254, 289.26 (Include values from Schedule K or Schedule M.) x •~ _ 17. Amount of Lins 14 taxable at 1596 rate (1~ (Include values from Schedule K or Schedule M.) x .15 18. Principal tax due (Add tax From Lines 15, 16 and 17.) 19. Credits Spousal Poverty Credit Prior Payments Discount Interest + X14,,_ OOU 00 + .$736.85 20. If Line 19 is groatsr than line 18, enter difference on Line 20. This is the OVERPAYMENT. 21 • If Line 18 is greater than Line 19, enter the difference on line 21. This is the TAX DUE. A. Enter the interest on the balance due on Lins 21A. B. Enter the total of Lins 21 and 21A on Line 21B. This is the BALANCE DUE. Make Gheck Payable to: Ryistor of YVills, Agent ~ 4E SURE TO ANSWER,ALL Q>VEStONS Oq' Under penalties of perjury, I declare that I have examined this return, including accompanYing schedules an. it is true, correct and complete. I declare that all real estate has been reported at true market value. Dedan based on all information of which preparsr has anv knowl.d~. (18) 15,259.64 (19) 14, 736.85 (20) (21) 522.79 (21A) _ (21 B) _ srotements, and to the best of my ion of preparsr other than the e • , v4111a71C, ^ 2. Supplemental Return ^ da. Future Interest Compromise (for dates of death after 12-12-82) ^ 7. Decedent Maintained a Living Trust (Attach copy of Trust) 4TEOFBIRTN 848 Hamilton Street 01-22-07 Carlisle PA 1701.3 (8) _$ 260,339.02 sdAs and p rsonal representative is DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDR 55 r ge t. , eW um er an r DATE REV-rS08 Ex . )2.87) • a ~ SCHEDULE E GASH, BANK DEPOSITS AND COMMtO ERnANCE TAX RETURNANIA MISCELLANEOUS RESIDENT DECEDENT PERSONAL PROPERTY Please Print or Type ESTATE OF FILE NUMBER WATSON, Everett C. 21-95-0129 (A!I property joinrly.owned wish the Right of Survivorship must be di:dosed on Schedule F) ITEM NUMBER DE9tRIPT10N VALUE AT DATE OF DEATH 1 US WEST ' $ 521.33 2. US WEST 25.00 3. LEADER HOME, Refund ' 1,658.11 4. IRS - tax refund 1,538.00 TOTAL (Also enter on line 5, Recaoitulotion) ~ $ 3, 742.44 REKtsov ex+ ps-eq COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT WATSON, Everett C, LE NUMBER 21-95-0129 Joint tenant(s): NAME A• Dwane C. Watson B• Richard C. Watson C. Jointly-owned property; ADDRESS 848 Hamilton Street Carlisle, PA 2007 N. Academy Colorado Springs, CO 80909 U~ L~RR DATE JOINT MADE DESCRIPTION OF PROPERTY TENANT JOINT ~• A&B 4-29-91 Check Acct. 4820-062-1 First National Bank, Sioux Falls, SD 2. A&B Prior Acct. ~i31-7 - Sioux Falls to Bell Federal Credit Union 12/93 3. A&B Prior 438.234 shares US West to @ 35.875 12-93 H = 35 7/8 L = 34 1/4 C = 35 7/8 RELATIONSHIP TO DECEDENT Son Son TOTAL VALUE DECD'S DOLLAR VALUE OF OF ASSET 96 INT. DECEDENT'S INTEREST $ 20,031.71 33 1/ $ 6,677.24 1,461.58 33 1/ ' 487.19 15,721.64 33 1/;' 5,240.55 TOTAL (Also enter on line 6, Recapitulation) S 12, 404.98 (If more space is needed insert additional sheets of same size) SCHEDULE F JOINTLY-OWNED PROPERTY EVERETT C WATSON b RICHARD L WATSON ~ DWANE C WATSON JT TEN 848 HAMILTON ST CARLISLE PA 17013-1523 Calendar Year-To-Date U S WEST P.cJ. Box 8936 Boston, MA 02266-8936 1-800-537-0222 ACCOUNT NUMBER TAX I.D. or SOC. SEC. N0. 11/01/94 885837371 503-01-9138 RECORD P NT TOTAL SHARES YEAR TO DATE SUMMARY ~~ DATE DATE ENROLLED DIVIDEND RATE DIVIDENDS ON 01/20 02/01. 415.878 535 ENROLLED SHARES 04/20 05/02 421.044 . S3S 222'50 07/20 08/01 428.539 , 535 225'28 10/20 11/01 432.108 . 535 228.20 231.18 YEAR TO DATE TRANSACTIONS DOLLAR AMOUNT TAX NET AMOUNT OF TRANSACTION FEE WITHHELD INVESTED DATE ~ TRANSACTION DESCRIPTION BEGINNING BALANCE 02/01 DIVIDEND INVESTED 05/02 DIVIDEND INVESTED 08/01 DIVIDEND INVESTED 11/01 DIVIDEND INVESTED 222.50 1.00 225.28 1.00 228.20 1.00 331. 18 1.00 168777 SHARE PRICE 42.8750 40.8125 40.81.25 37.5825 TAX BASIS 42.8750 40.8128 40.8125 37.8825 SHARE SHARES THIS PRICE TRANSACTION 221.50 42.8750 5.168 224.28 40.8125 5.495 227.20 40.8125 5.887 230.18 37.5825 8,128 FORM 1099-DIV FOR YEAR 1994 IS ENCLOSED. PLEASE DO NDT DISCARD. For wore up-to-date news about U S HEST, Dial_1-800-4490000._ _ SHARES YOU TOTAL OPTIONAL CASH ~- NOW OWN DIVIDENDS TAXABLE INCOME PAYMENTS RECEIVED EARNED Y-T-D EARNED Y-T-D HELD BY YOU + HELD BY U 5 WEST ^ TOTAL OWNED 238.000 202.234 438.234 ,00 907.14 907.14 TOTAL TAX WITHHELD .00 l'~~~ SHAREOWNER INVESTMENT PLAN Complete this section if you wish to make an optional cash payment Make checks payable end mail with entire stub portion to; EVERETT C WATSON ~ RICHARD L U S WEST WATSON b DWANE C WATSON JT TEN PO• Ebx 8936 848 HAMILTON ST Boston, MA 02266-8936 CARLISLE PA 17013-1523 Amount of check (minimum amount $25.00) CHECK THIS BOX FOR ADDRESS CHANGE. SEE REVERSE ACCOUNT NUMBER 885837371 SIDE FOR INSTRUCTIONS, QUESTIONS OR CHANGE OF ADDRESS. TAX I.D. or SOC. SEC. NO. 503-01-91 38 TOTAL SHARES 415.878 421.044 428.539 432.108 438.234 302832322829b2220088583737133300000000 TtiA ~;s' Na'~,~.~I Ran'r, r -+ i~~ Sioux Fads Valley Springs Branch 40? Broadway Avenue Valley Springs, S.D. 57068 605-757-6256 F F~ ~,'~ National Bank FebruaxY 7, 1995 Dwane Watson 848 Hamilton St. Carlisle, Pennsylvania Dear Dwane, The balance of the checking account no. 820-062-1, in the name of Everett C. Watson, Dwane Watson and Richard Watson on Dececember 2, 1994 was $20,031.71. The account was made joint with Everett Watson, Dwane Watson and Richard Watson on April 29, 1991. If you need any further information, please feel free to call or write. Sincerely, ~,-_ J dy 9~xatman Personal Banking Officer 4~~ _ __~ a_ _, ~ s~ ~ _.~._ Bell Federal Credit U neon Main Office • 512 S. Dakota Avenue Sioux Falls, SD 57102 (605) 338-2533 • FAX: (605) $38-2363 Ueceml+er ~'Oi, 1r~94 Stone LaE~ aver & Stone 414 fat i.di~e St.reel: Nt->w C.:umber'.larid PA 17f17rG At:t.n : David H. Stone fe: E:-sate of Evr3rett C. Watson Uear ~,ir : Yr.,ur letter of December 14, l~~ttl, r-eyuested the .following inlor oration :f.or ttie Estate of. EverF_,t.t. Watson. Account. ~ 31-7 had a balance of Sl, 461.. 5F3 at the d~at.e aS death or, Uecembe r 2, 1 ygq , The accaurit was tarried jointly With E:. C. Watsc,n, ftichar d L.. Watson and Uwarie C. Watson. The datrr~ it. was made joir;t is unknown but it has been carried that way for quite some time. A O°PY of the signature .card is enclosed.' If we c.an be of. ,further a~~sistance, please let. us know. `zinc ely, ~d~ ~~ }Ku h UeWa.ld Me bet Service Coordinator RD L•:nclosure .:::•. r- ...~ ~, South West Branch • 3600 S. Kiwanis Avenue Sioux Falls, SD 57105 (605) 338-3332 • FAX: (605) 331-4234 -REV-1310 EXt (7.83) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT I I I I SCHEDULE G DECEDENT TRANSFERS r ESTATE OF FILE NUMBER WATSON, Everett C. 21 95 0129 THIS SCH EDULE MUST BE CON11•LETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COV ITEM ER SHEET IS 1fES. NUMBER DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE DECD. 96 DOLLAR VALUE OF ASSET INT. OF DECEDENT'S INTEREST 1. IDS ANNUITY ~~06152578705 002 ~- 2 49,998.88 1007 $ 49,998.88 . IDS ANNUITY Iii07152578705 002 3. IDS ANNUITY 49300-1822074 49,460.46 1007 49,460.46 4. IDS ANNUITY 449300-2017279 22,437.04 1007 22,437.04 5. IDS ANNUITY 4x`9300-2240024 39,612.50 100.7 39,612.50 6. IDS ANNUITY #9300-2400018 26,040.20 1007 26,040.20 7. IDS ANNUITY 449300-2400024 28,321.26 1007 28,321.26 28,321.26 1007 28,321.26 TOTAL (Alw ontor on Zino 7 Rocapitulalion) I $ 244,191 60 (If moro spoco a noodod u7ro~ oddfiono! shook of :on,o nso.) _. An American E~ess y s December 27, 1994 Dave Johnson 44 West High Street Suite 100 Carlisle PA 17013-2922 Everett C Watson 9300-1822074-7 9300-207727n-~ 93~?~;--224n~t4-;~ 9300-2400018-2 9300-2400024 Dear Dave: Thank you for notifying us of the death of the above person. The requirements listed below will. need to be completed at this time: -- Death Claim Statement Form 33047) -- Certified Death Certificate -- The policies, if available The requirements should be completed by Uuane and Richard Watson on 9300-1822074 and 9300-2240024, by Dixane only on 9300-2400018 and by Richard only on 9300-2400024 as named beneficiaries. On policy 9300-2017279 the beneficiaries are: DeLane Watson, Daryl Watson, Denise Watson, })al.e Watson, Thomas Watson, Janis Kirkwood, David Watson, Mir_hael Watson, Mary_Boettcher, Patrick Watson, James Watson and Ann Watson. They ar.e all grandchildren of the deceased. Please remember to complete the section titled Tax Identification Information, including the appropri.at..e tax identification number and withholding election. Failure to .inc}uc}e this information or any other requirements may result in a de-lay in thce valuation of the contract and payment of benefits. '~ n~ A As of December 2, 1994, the policies listed below had values of: 9300-1822074 $22,437.04 9300-2017279 $39,612.50 9300-2240024 $26,040.20 . 9300-2400018 $28,321.26 9300-2400024 $28,321.26 If you have any questions, please let us know. . .,1111y Claim Specialist 612-671-3733 East Service Team encl 149 060412 0612 6848 ~D An Amencan Express company s ig December 14, 1994 David Johnson IDS Financial Services Inc 44 West High St Suite 100 Carlisle PA 17013-2922 0000 0061 5257 8705 9 002 '~.U~-~~-E~' 't~-~ ~Wa-~~- ~~~. 0000 0071 5257 8705 8 002 ~I~,~~~{-~- ~~ ~I~u~~ ~~~d-y`_. Dear David Johnson: Thank you for your recent inquiry regarding the above account(s). This investment(s) is registered as trustee/beneficiary under our Declaration of Revocable Trust. ilpon the death of Everett C Watson, these shares pass to the named beneficiary. Although they do not become a part of the estate for distribution, we understand they should be included for inheritance and/or estate tax purposes. Following are the share amounts and values for each of these accounts on December 2, 1994: ASSET VALUE PER SHARE ACCOUNT #` OF SHARES '3' ,rr 06152578705 002 11,83E.35[~ 071;2578705 002 11,118.897 $4.221 S~+.Z27 The total value includes dividends accrued daily, TOTAL VALUE $49,998.88 $49,460.46 To transfer or redeem these shares, the enclosed estate settlement form(s) must be completed and signed. If a redemption is requested, we will redeem the shares using the price on the date that the requirements are received in our office and approved. We also will need the follow.i.ng to complete settlement: --- A certified Death Certificate. We appreciate the opportunity to be o.f servi.ce to you. If you have any questions, please let us know. _~ D An American Express company iq- Sinc ly, Kathy Stru yk East Service Team PO Box 534 Minneapolis, MN 55440 Service Helpline - (612) 671-3733 Enclosure 149 60412 0612 13077 RFV-1511 EX+ (7.88) R ~ ~ `~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT CtTATG Ae SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES WATSON, Everett C. ITEM NUMBER DESCRIPTION ~-• Funeral Expenses: ~• George Bloom Funeral Home Vault Grave Opening Please Print or Type 3ER 21-95-0129 AMOUNT $ 2,759.15 534.24 332.73 B• ~ Administrotive Costs: 1 • Personal R C. epresentatrve Commissions Social Security Number of Personal Representative: -' Year Commissions paid 2. Attorney Fees Stone LaFaver & Stone 3. Family Exemption Claimant Relationship Address of Claimant at decedent's death Street Address City State Zip Code 4. Probate Fees - Register of Wills of Cumberland County Miscellaneous Expenses: ~• Bernard Dugan -Tax Prep 2. Reserve for closing 5 6 7 8 (If more space is needed, insert additional sheets of same size.) 1,500.00 38.00 105.00 250.00 TOTAL (Also enter on line 9, Recapitulation) I $ 5, 519.12 0.EV-1512 EX+ p-88) ~- • ~~ COMMONWEAQH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABLITIES AND LIENS Please Print or ITEM NUMBER DESf:RIPTION AMOUNT 1• Masland Associates - Medical Bill $ 21.37 2• United of PA - Phone Bill 59.45 3• United of PA - Phone Bill 21.11 4• Masland Associates - Medical Bill 21.39 5. Tri County Ambulance Service 37.80 6• Carlisle Hospital - Medical Bill 109.52 7• PA Department of Revenue - Final Income Taxes 222.00 TOTAL (Also enter on line 10, Recapitulation) S 492.64 (If more space is needed, insert additional sheep of same size.) REV-1513 E%+ (2-B7) , COMMONWEAITN Of PENNSYWANIA INHERITANCE TAX RfiURN RESIDENT DECEDENT w~r~l~ yr SCHEDULE J BENEFICIARIES WATSON, Everett C, ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY A. Taxable Bequests: ~~ Dwane C. Watson 848 Hamilton Street Carlisle, PA 17013 2• I Richard C. Watson ~ 2007 N. Academy ~ Colorado Springs, CO 80909 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: 1. FILE NUMBER 21 95 0129 RELATIONSHIP AMOUNT OR SHARE OF ESTATE Son 1/2 Son 1/2 AMOUNT OR SHARE OF ESTATE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS {Also enter on line 13, Recapitulation) S (If more space is needed, insert additional sheets of same size) No. Estate of Everett C. Watson ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW 19 in consideration of the petition on ` the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated Ju lv 7 19 9 3 described therein be admitted to probate and filed of record as the last will of Everett C . and Letters Testamentar ; are hereby granted to Dwane C . Watson Register of Wills FEES Probate, Letters, Etc.......... $ Short Certificates( ) . , . , , , , , , . $ Renunciation ................ $ TOTAL $ Filed ................................... David H. Stone Es . ATTORNEY (Sup. Ct, l.D. No.) Stone LaFaver~& Stone P.O. Box E New Cumberland, PA ADDRESS 17 O 7 O 717-774-745 PHONE COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND J u' DWANE C. WATSON being duly sworn according to law, deposes and says that he is Executor of the &tate of Everett C. Watson late of Carlisle _ Cumberland County, Pa., deceased end that the within is an inventory made by Dwane C. Watson of the entire estate of said decedent, consisting of all the ersonal ~~ the said Executor the Commonwealth of Pennsylvania, and that the figures opposite eacph item of thel Inventory represent it'safairuvalue as of the date of decedent's death . Sworn to and subscribed before me, 1 19 Executor . 3l~dae3n~~fex DWANE C. WATSON 848 Hamilton Street Carlisle, PA 17013 ----- Date of Death 02 December 1994 Day Month - - Y~~r INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed. within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. Z W Z i- W ~ F- W ~ a ~ W Q N ~ W 1~ ~ ..I l,L ~' Q W O O Z ~ Q W a m 4 v d a )- .r. C 7 O U c ~ '~ o ~ a~ m ~ ". ~ J ~ U d a c I Q ~ ~ _m o u. m ~~+ 4 . `' +. .~„a er RECEIVED FROM: STONE DAVID HEAN 414 BRIDGE STREET NEW CUMBERLAND PA 17070 FOLD NERE ESTATE INFORMATION: © FILE NUMBER 21-1995-0129 SSN 503-01-9138 © NAME Of DECEDENT (LAST) (FIRST) (MI( WATSON EVERETT C. DATE OF PAYMENT © POSTMARK DATE CUMBERLAND DATE OF DEATH tP/O?/q4 REMARKS DWANE C. WASTON SEAL CHECK# 3735 TAXPAYER FOID NEI ~. TOTAL AMOUNT PAID ~ 14 , 000.00 ~ RECEIVED BY . AU MARY C;. LEW REGISTER OF WILLS : ~sF~ -~ , ACN ASSESSMENT CONTROL ' AMOUNT NUMBER -TOi FOLD ME. f a *s ~. . N~ ~ RECEIVED FROM: STONE DAVTD HEAN 414 BRIDGE STREET NEW CUMBERLAND PA 1707.0 fOID NfRE ESTATE INFORMATION: © fILE NUMBER 21-1995-0129 SSN 503-Oi-9138 © NAME Of DECEDENT (LAST). (FIRST) (µl( WATSON EVERETT C. DATE OF PAYMENT © POSTMARK DATE COUNTY CUMBERLAND DATEOF DEATH /O /94 ~`m~~`~" DEVANE C WATSON SEAL CHECK# 3743 TOTAL AMOUNT PAID X522. 79 RECEIVED BY 1} 51 N D TAXPAYER MARY C. LEWIS ~ b. REGISTER OF WILLS 5t)t)8~40'7 REV,1500 EX+ (7-94) r z /~~ z A 1 COMMONWEALTH OF PENNSYLVANIA j, DEPARTMENT OF REVENUE 1 HARRIS UERG, PA 60jy8.0601 z 0 J d a W z 0 d 0 x a ~~- ~~ ,~ INHERITANCE TAX RETURN RESIDENT DECEDENT PTO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) - -•' ~.~ mivu~~ muintl WATSON, Everett C. -- o SOCIAL SECURITY NUMBER DATE Of DEATH 503-01-9138 12-2-94 W O I Ilf APPLICABLE) SURVIVING SPOUSE'S NAl1E MAST, FIRST AND MIDDLE INITIAL) '++ ®1. Original Return Y ~ H =ao ^ 4. limited Estate ~~~ c m ®b. Decedent Died Testate (Attach copy of Will) ALL CORRESP~Nns:ns~e w W yZj ~ O oz v °e. FOR DATES OF DEATH AFTER 1 Z/31/91 C CK HF IF A SPOUSAL POVERTY CREDIT IS CLAIMED ^ FILE NUMBER 21 95 0129 COUNTY CODE YEAR _ NUME COMPLETE ADDRESS 848 Hamilton Street 4TE OF BIRTH Carlisle PA 1701.3 01-22-07 ^ 2. Supplemental Return ^ 4a. Futyre Interest Compromise (for dates of death after 12-12-82) ^ 7. Decedent Maintained a Living Trust (Attach copy of Trust) CONFIDENTIAL TAX tNFORMATtdNtlr:er vid H. Stone, Esquire UNE NUMBER 717 1 774-7435 1. Real Estate (Schedule A) (1 ) 2. Stocks and Bonds (Schedule B) (2 ) 3. Closely Held Stock/Partnership Interest (Schedule C) (3 ) 4. Mortgages and Notes Receivable (Schedule D) (4 ) 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) (5) $ 3, 742.44 b. Jointly Owned Property (Schedule F) (b) 12, 404.98 7. Transfers (Schedule G) (Schedule L) (7) 244, 191.60 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses, Administrative Costs, Miscellaneous Expenses (Schedule H) (q) 5 , 519.12 10. Debts, Mortgage Liabilities, liens (Schedule I) (10) 492.64 11. Total Deductions (total Lines 9 $ 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests (Schedule J) 14. Net Value Subject to Tax (tine 12 minus line 13) 15. Spousal Transfers (for dates of death after b-30.94) See Instructions for A plicable Percentage on Reverse (15) (8) $ 260,339.02 (11) 6, 011.76 (12) _ 254, 327 26 (13) p (14) 254, 327.26 Slde. (Include values from Schedule K or Schedule M.) x'-° - 16. Amount of line 14 taxable at 636 rate (16) 254, 289.26 x .Ob = 15, 259.64 (Include values from Schedule K or Schedule M.) - 17. Amount of Line 14 taxable at 15°x6 rate (17) (Include values from Sched I K S h x .15 = 21. If Line 18 is greater than Line 19, enter the difference online 21. This is the TAX DUE. A. Enter the interest on the balance due on Line 21A. B. Enter the total of Line 21 and 21A on Line 218. This is the BALANCE DUE. Make Cheek Payable to: Register of Wllls, Agent > > BE SURE TO ANSWER ALL QUESTIONS ON REVteRS u e or c edule M.) 18. Principal fax due (Add tax from Lines 15, 16 and 17.) 19. Credits Spousal Poverty Credit Prior Payments Discount Interest + $14.000 00 +..$736.85 20. If Line 19 is greater than Lins 18, enter the difference on Lins 20. This is the OVERPAYMENT. SIDE/CNI lnder penalties of perjury, I declare that I have examined this return, including accompanying schedules any I is true, correct and complete. I declare that all real estate has been reported at true market value. Declarv used on all information of which preparer has env knowled~., 6012. IGNATUR~F PREPARER ^ 3. Remainder Return (for dates of death prior to 12-13-E ^ 5. Federal Estate Tax Return Requires _ 8. Total Number of Safe Deposit Boxy ~. 414 BridgerStreet New Cumberland, PA 17070 T~RECHECK MATH statements, and to the bes ion of preparer other than v ... , vai tlA lC, rte ., ew um er an , (181 - (19) 14, 736.85 (20) _ (21) _ 522.79 (21 A) _ (21 B) _ ~_` ~f my knowledge and belie ie personal representative DATE 3-~i-4t DATE 3-3 i -qS Act #48 of 1994 p-ovides for the reduction of the tax rates imposed on the net value of transfers to or for the use of t1~e spouse. The rates as prescribed by the statute will be: • 3% (.®Sj will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 • 2% (.~j will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 • 1% (.®1) wiN be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98 • Spow~l transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK ~r~ IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a. retain the use or income of the property transferred, ..........................................:............ x b. retain the right to designate who shall use the property transferred or its income, ............... x X c. retain a reversionary interest; or ................................................................................... ....................................... d. receive the promise for life of either payments, benefits or care$ x 2. If death occurred on or before December 12, 1982, did decedent within two years preceding X death transfer property without receiving adequate consideration$ If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving x adequate consideration$ ................................................................................................... X 3. Did decedent own an 'in trust for'. bank account at his or her death$ ...................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE. RETURN. u-~ -~ d .-- =~ cy _ i~ ~} M 1'y _.. 6 ~ • .: { ~ . t t REV•ISOB FX+ 12.871 r COMMONWEALTH OF PENNSYLVANIA INHERITANCE 7AX aETtlQu SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Print or Tvpe FILE NUMBER WATSON, Everett C. 21-95-0129 (All property joinriY-oM'^ed with the Right of Survivorship must be disclosed o^ Schedule FJ ITEM NUMBER DE9CRIPTiON VALUE AT DATE OF DEATH 1 US WEST $ 521.33 2. US WEST 25.00 3. LEADER HOME, Refund 1,658.11 4. IRS - tax refund 1,538.00 REV-1509 EX+ (12-881 r COMMONWEALTH OF PENNSYLVANIA INHERITANCE 7AX RETURN RESIDENT DECEDENT CCTAT! A! SCHEDULE F JOINTLY-OWNED PROPERTY WATSON, Everett C, Joint tenant(s): NAME A• Dwane'C. Watson B• Richard C. Watson C. ADDRESS 848 Hamilton Street Carlisle, PA 2007 N. Academy Colorado Springs, CO 80909 Jointly-owned property: ITEM LETTER FOR DATE NUMBE JOINT MADE DESCRIPTION OF PROPERTY TENANT JOINT ~• A&B 4-29-91 Check Acct. 4820-062-1 First National Bank, Sioux Falls, SD 2. A&B Prior Acct. ~t`31-7 - Sioux Falls to Bell Federal Credit Union 12/93 3. A&B Prior 438.234 shares US West to @ 35.875 12-93 H = 35 7/8 L = 34 1/4 C = 35 7/8 LE NUMBER 21=95-0129 RELATIONSHIP TO DECEDENT Son Son TOTAL VALUE DECD'S DOLLAR VALUE OF OF ASSET °r6 INT. DECEDENT'S INTEREST $ 20,031.71 33 1/37 $ 6,677.24 1,461.58 ~33 1/37 487.19 15,721.64 ~33 1/.~7 5,240.55 TOTAL (Also enter on line 6, Recapitulation) $ 12, 404.98 (If more space is needed insert additional sheets of same size) ' REV-1510 EX+ (7.83) COMMONWEALTH OF PENNSYLVANIA SCHEDULE "G" INHERITANCE TAX RETURN RESIDENT DECEDENT TRANSFERS !lT~~! A! WATSON, Everett C. 21 95 0129 THIS SCH EDULE MUST ESE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTION S ON THE REVERS E SIDE OF T HE COVER SHEET IS YES. ITEM NUMBER DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE DECD. ~' DOILAR VALUE Of DECEDENT'S OF ASSET INT. INTEREST 1. IDS ANNUITY ~~06152578705 002 49,998.88 1007 $ 49,998.88 2. IDS ANNUITY #07152578705 002 49,460.46 1007 49,460.46 3. IDS ANNUITY ~~9300-1822074 22,437.04 1007 22,437.04 4. IDS ANNUITY ~P9300-2017279 39,612.50 1007 39,612.50 5. IDS ANNUITY 49300-2240024 26,040.20 1007 26,040.20 6. IDS ANNUITY 49300-2400018 28,321.26 1007 28,321.26 7. IDS ANNUITY 469300-2400024 28,321.26 1007 28,321.26 TOTAL (Also snror on line 7 RocapituloNon) ($ 244, 191 60 (lf mon spew a nswdod ms~ri addfional shsNs of some sizo.j REV-1511 EX'+ (7-88) ~,, ;~,~ SCHEDULE H !.~;~-~.. FUNERAL EXPENSES, COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND INHERITANCE TAX RETURN MISCELLANEOUS EXPENSES RESIDENT DECEDENT ESTATE OF WATSON, Everett C. ITEM NUMBER DESCRIPTION A. Funeral Expenses: ~• George Bloom Funeral Home Vault Grave. Opening B. ~ Administrative Costs: 1. Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees Stone LaFaver & Stone 3. Family Exemption Claimant Relationship Address of Claimant at decedent's death Street Address City State Zip Cod 4. Probate Fees - Register of Wills of Cumberland County Miscellaneous Expenses:. 1• Bernard Dugan -Tax Prep 2. Reserve for closing 38.00 105.00 250.00 TOTAL (Also enter on line 9, Recapitulation) I <~ 5, 519.12 (If more space is needed, insert additional sheets of same size.) 1,500.00 Please Print or Type 3ER 21-95-0129 AMOUNT $ 2, 759.15 534.24 332.73 ~ REV-ISIi EX+ (7-88) ~;~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABLITIES AND LIENS yr Please Print or NUMBER ITEM NUMBER DESCRIPTION AMOUNT 1• Masland Associates -Medical Bill $ 21.37 2. United of PA -Phone Bill 59.45 3• United of PA -Phone Bill 21.11 4. Masland Associates -Medical Bill 21.39 5. Tri County Ambulance Service 37.80 6. Carlisle Hospital -Medical Bill 109.52 7. PA Department of Revenue - Final Income Taxes 222.00 TOTAL (Also enter on line 10 Recapitulation) $ 492.64 (lf more space Is needed, insert additional sheets of same size.) REV~1513 E%+ ~2~87) a~ ~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA% RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES WATSON, Everett C. ITEM NUMBER I NAME AND ADDRESS OF BENEFICIARY I ~ A. Taxable Bequests: 1~ I Dwane C. Watson 1848 Hamilton Street Carlisle, PA 17013 2• i Richard C. Watson 2007 N. Academy j Colorado Springs, CO 80909 ITEM NUMBEP. I NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: 1. FILE NUMBER 21 95 0129 RELATIONSHIP AMOUNT OR SHARE OF ESTATE Son ~ 1/2 Son ~ 1/2 TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) (If more space is needed, insert additional sheets of same size AMOUNT OR SHARE OF ESTATE S ep~\wi~~s\watson.ec\k\7-93 LAST WILL AND TESTAMENT OF EVERETT C. WATSON I, EVERETT C. WATSON, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM Ia I devise and bequeath all of my estate of every nature and wherever situate as follows: A. One-half to my son, DWANE C. WATSON, or his issue, per stirpes. B. One-half to my son, RICHARD L. WATSON, or his issue, per stirpes. ITEM II: I appoint my son, DWANE C. WATSON, Executor of this my last will. Should my son, DWANE C. WATSON, fail to qualify or cease to act as Executor, I appoint my son, RICHARD L. WATSON, Executor of this my last will. ITEM III: I appoint my Executor and his successors, guardian of any property which passes either under this will or otherwise to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fidu- ciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have Page 1 of 4 the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor ITEM IV: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his duties in any jurisdiction. IN WITNESS WHEREOF, I, EVERETT C. WATSON, have hereunto set my hand and seal this ~` ~_ day of 1993. EVERETT C. WATSON SIGNED, SEALED, PUBLISHED and DECLARED by EVERETT C. WATSON, the Testator above named, as and for his Last Will and Testament, and in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. Witne~ " Address Witness -, .c ~4 ,,, „+ ,~,.~ Aaaress Page 2 of 4 COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND :SS: I, EVERETT C. WATSON, the Testator 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 this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. EVERETT C. WATSON Sworn to or affirmed to an~acknowledged efore me by EVERETT C. WATSON, the Testator, this ~_ day of ,~ '~ ~; , 1993. Notary Public NOTARIAL SEAL CONSTA~dCE L. KARLI, ivOTARY I~UBLIC COMMONWEALTH OF PENNSYLVANIA NEW CUM6ERLAND, PA CUriBERLkFlO CO. MY COMMISSION EKPIRES APRIL 13, 1995 COUNTY OF UMBERLAND :SS: We, ~ , ~ and the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testator sign and execute the instrument as his last will; that Testator signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that Page 3 of 4 each of us in the hearing and sight of the Testator signed the will as witnesses; that to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Witn ss -fiZ~'ttc. Witness ~cY Sworn to or affirmed to and acknowledged before me by ~~ and ~~ ~ witnesses, this ~_ day of ~~, ~ 1993. No CO~dSTANCE LOTkk~AJySyO ARY PU3LIC NEN Cif,,+i6ERCA`i0, ?r:, C'J';BERL~"~;~ CO. Mf CO~+;f4I5SIG~t EYPIr;ES APRIL 13, 1995 Page 4 of 4