HomeMy WebLinkAbout02-1132PETITION FOR PROBATE
Estate of ... ~'/u 64- ~ ~c"1-~' S o .slf
also known as
Deceased.
Social Security No.~-~~ ~ ~~ !~.3/D
Register of ills for e
County of ~Yn l'xah ~ in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executoRS named
in the last will of the above decedent, dated ~~ ~ f `i' - ~f ~ , 19 `l ~>
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~.=~- ~~ti'` ~ c~~' I '~~ ~ County, Pennsylvania, with
h r; (~ last family or principal residence at ~ _~ ~ ~ ~-~ ~' ~ ~ ~ ~7 °~ ~ ~ ~1 ~ t ~ ' ~ ~ ~ ~ ~ ~=
r ~ -? ~. ~ ~, ~ r,l ~; 1 + ~ I ~-~ t-~ ~ ~ ~ , h
(list street, number and muncipality)
Decendent, then _ ~~'~~~ years of age, died 1_~~~ ~:-~r br ~^ ~ "` , ~~ ~v = ,
at i,- ,. i i ,-~ ~ r: f .
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as fallows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
„~
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters 1='S~-1'm ~ n--F R r y
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMON~?VEALTH OF PENNSYLVANIA 1
COUNTY OF ~_ CUMBERLAND ~ 58
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 wellnanJd truly administer the estate according to law.
Sworn to or affirmed and subscribed I C~~ ~- ~.1~ ~-~
before me this 12th day of ~ ~
x~ ~ ~ o
~-t- ~QeQ,~,#, Register y
_ _~ (J
and GRANT OF LETTERS
To:
~ -, . _ ,.,
No. '~.~-02- 1t3'~
Estate of F.RMA ~ wATSAI~L ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW DECEMBER 12, 2002 x!~ , 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. 8 -19 -19 9 3
described therein be admitted to probate and filed of record as the last will of
ERMA G WATSON
and Letters TESTAMENTARY
are hereby granted to KEITH L WATSON AND DANE L WATSON
FEES
Probate, Letters, Etc. ......... ~ 115.0 0
Short Certificates( ) .......... $ 2 4 . 0 0
i>~s~4~x..xtr_.a..pages ~ ~ _ nn
Filed
Register of Wills
ATTORNEY (Sup. Ct. I.D. No.)
j~p ~ 10.00
TOTAL $ 152.00
12-12-2002 _
mailed ~to~ ~exer ~keith 12-12-2002
ADDRESS
PHONE
, „<, WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
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~(3~laL P'E~:a3S~"~3~5 CEH""~=ICAT'IOIV OP C~E,~`~~°i
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~~.
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k - - -- Erma
~~~ - ,~:.
_ -_-- ----- Watson
~~~}."_ Female _;':: .r,~, r~;r ~sc~. ___ 2_x_5 2.2"--43.1.0. ~ - Dec. 1 2002
~, ~,~ .3r ~,~;~ ; Dec_._ 4_1916___ D~rth~!ac~ __ C-a,rlisl.e , Pennsylvania
Carlisle Regional
~-~ ~~~-, ,-, ; ; Medical Center Cumberland Carlisle -
- White -"; ,. Store Owner ~ No
{... :,-- - Widow _ ,,[.;:;-,~,~~„;_,`,~ _,1323 Sprin0_Road_ ~arli ag PA 1703.
Keith L. Watson __ ;-: - Dougl_as__T. Boyer
_ __ _ _ _
~._
~,. ~~ ,.,,r: Boyer Funeral HomeL P 0. Box 11~_ New Bloomfield, PA 17068
Metabolic Acidosis 480
,>. _ Eroc Rpmanucci M.D.
== _220 Wilson__St._1__"S_uite 20,1, Carlisle, PA 17013
<, _ _ - - __
~~: '
50--455
__ ~-•
December 4, 2002 101 Barnett St New Bloomfield PA 17068
LAST WILL AND TESTAMENT
OF pZ~-'~o2-` ~~3~
ERMA G. WATSON
I, ERMA G. WATSON of 1323 Spring Road, Carlisle, Pennsylvania,
being of sound and disposing mind, memory and understanding,
do hereby make, publish and declare this my Last Will and Testament,
hereby expressly revoking all other writings in nature testamentary
by me at any time heretofore made.
FIRST: I direct that all my debts and funeral expenses
be paid as soon after my decease as may be practicable.
SECOND: I direct that inheritance tax on property disposed
of herein shall be paid from my residuary estate.
THIRD: I hereby give, bequeath and devise all the rest
and residue of my estate and property, real, personal and mixed,
of whatsoever nature and wheresoever situated, of which I may
own at tre time of my death, or to which I rzey be entitled cr
of which I may have the right to dispose at the time of my death,
to my Husband, Clayton H. Watson if he is living at the time
of my death.
FOURTH: In the event that my Husband is not living at the
time of my death, or in the event that he and I shall die simultaneously,
~A
i
~L,~~ ' ~. ~ Q~~~:c- (SEAL)
ERMA G. WATSON
Page one of two
then I give, bequeath and devise all my property to my two Sons,
Keith L. Watson and Dane L. Watson in equal shares.
FIFTH: In the event that my Son, Keith L. Watson predeceases
me I direct that the share of my Estate given to him shall be
given to his two Sons, Roger C. 49atson and Richard L. Watson
and his Friend, Shirley ivt. Baughman, each person to share equally.
SIXTH: I hereby appoint my Husband, Clayton H. Watson as
Executor of this, my Last Will and Testament, but in the event
that he is unable or unwilling to serve, I then appoint my two
Sons, Keith L. Watson and Dane L. Watson as Executors of this,
my Last Will and Testament, and I direct that they shall not
be required to give bond or other security in any jurisdiction
wherein proceedings may be held in connection with my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 19th day of August,{1993.
WITNESS:
~, f, L .
'~ -,~,.L f ; t-c'L ~ ~~~ ~,G-w? ~:.~ ( SEAL )
E~iA G. WA ON
REGISTER OF WILLS OF ~ COUNTY
OATH OF SUBSCRI NG WITNESS
(each) a subscribing witness to th
law, depose(s) and say(s) that _
the testat n the same and that
request of tes t i presence and (in the
other subscribi witness(es)).
Sworn to or affirmed and su
me this
herewith, (each) being du`l,Y qualified according to
`codicil
e will ~
present and saw
signed a a witness at the
f each other) (in the esence of the
19
Register
(Name)
(Address)
REGISTER OF WILLS OF ~,LC~~~ ~~ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
oZ.l - Oa. • ! 13a..
'J i'iGiA ~. 17'?i11~r~`X~S~~`r'~2y -m~ ~ u~~h,~l~lJ
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
~ • ~^ ~ deg-~Ar.e familiar with the signature of ,~'r M ra ~ ~ /.cs' l~l~b ~ nJ ,
codicil
testat r,, t~ of (one of the -~ub~~>~~^.~.:~ to) the will presented herewith and
codicil
that j~ believexthe signature on the will 's in the handwriting of
~r M t~ ~~ (~~6oh~ ,
to the best of ~ ~~' knowledge and belief.
Sworn to or affirmed anal subscribed before
me this i ~07.~ day of
~~
d~~ V R ister
,S`o y d°t N N I~yt'(Name~
( ddress)
(Address)
~" CERTIFI~C'ATION O/F NOTICE UNDER RULE 5 6(a)
Name of Decedent: L ~"v~~~ L,- ~.~/a~ U v~
Date of Death: l/ e ~ c ~.~- ~-c ~ ~ ~ ~~ G 2-
Will No. ~ ~ ~ ~~~ ~ - ®/ ~ 3 ~ Admin. No. ~ ~ - .~c-~G` ~ - ~~~ ~
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on
Name
I<T ~ f~ ~. ~~,.~~ ~.
Address
/~~~ ~~
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
1r
Address `~~ ~ /" f d. ,,~ /~ yr h'o .c ~d
Telephone ( ) ~~ ~ _ ~~~ _~ Y~ ~
Capacity: " Personal Representative
Counsel for personal representative
Name G y, C _ ,~ _ ~..1 i../ ~ s s~-~
CERTIFICATION OF NOTICE UNDER RULE 5 6(al
Name of Decedent: ~~-r~~~ ~..T ~.L~ ~'f ' S
Date of Death: ~ ~ - ~ ~ - d
Will No. y1 ~~ - ~~ ~ ~ ~ ~' Admin. No. ~~ ~) - Q .~ - ~ 1 3 ~
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on ~a -la -c
Name Address
~' a h i'~ ~~ ~ 7 3 ,~ 1~2c.u ~~ lour-~~i e~ (~ a'_i`~ 1 ?(i
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: ,_~ ~ ~ 4 3
Signature
Name ~ -'~ •~ ~-~,~
Address ~~, g ~,T ~ 3 L ~- e ~~ ~ A ~ y~ e ~- S,-~'
~2 ~ g <au,x ~~tP l ~ ~'l~ /7u ~ ~r
Telephone (7~~ ~ 8 ~ -- 3 .~' j
Capacity: ~ Personal Representative
Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
N0. CD 002238
WATSON KEITH L
200 BARNETT ST PO BOX 732
NEW BLOOMFIELD, PA 17068
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
fold
ESTATE INFORMATION: ssN: 205-22-4aio
FILE NUMBER: 2102-1 132
DECEDENT NAME: WATSON ERMA G
DATE OF PAYMENT: 02/ 28/ 2003
POSTMARK DATE: 02/27/2003
couNTY: CUMBERLAND
DATE OF DEATH: 1 2/01 /2002
101 ~ 52,000.00
TOTAL AMOUNT PAID:
REMARKS: KEITH L WATSON
SEAL
CHECK#1033
INITIALS: AC
RECEIVED BY:
5 2, 000.00
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
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REV-1500
E
OFFICIAL USE ONLY
FI(17~El1 d- -1 L 3 ~
COUNTY CODE '1EAR NUMBER
SOCIAL SECURITY NUMBER
016 S- - :J.).. - c..f 3/(J
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date 01 death prior to 12.13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11, Election to tax under Sec. 9113(A) IAttacl1 Sch 0)
~":S;';;'~~ ~.
~ k 170t
INHERITANCE TAX RETURN
RESIDENT DECEDENT
IDDLE INITIAL)
OFFICIAL USE ONLY
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(8)
Efo, { 3~. ~6
....
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DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
-0;;;" Ie. -(J4f- /~
IIF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
(11)
(12)
(13)
g 77'1-, &, 9
If. 7/ 3t,O. 1'7
1. Original Return
o 4. limited Estate
o 6. Decedent Died Testate (Attach copy of Will)
o g, litigation Proceeds Rece'lved
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale of death after 12-12-82)
o 7. Decedent Maintained a living Trust (Attach copy of Trust)
o 10. Spousal Poverty Credit (date of death /:letween 12,31-91 and 1-1-95)
(14)
47, 3~(). 17
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FIRM NAME 11'_)
TELEPHONE NUMBER
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(19)
.::213/. ;;;2./
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
(1)
(2)
(3)
(4)
(5)
54-, 7/0. ~~
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4. Mortgages & Notes Receivable (Schedule 0)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate BlUing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross A.ssets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
(9)
(10)
%1-97,5.3
.;< 'l'l. /0
16)
(7)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental BequestsJSec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tal(
rate, or transfers under Sec. 9116 (13)(1.2)
x.O_ (15)
x .0 ~5"~16)
16. Amount of Line 14 taxable at lineal rate
.L/~ 3t.o, 17
17. Amount of Line 141axable at sibling rate
x .12 (17)
x .15 (18(
1B. Amount of Une 14 taxable at collateral rate
19_ Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
.
Decedent's Complete Address:
STREET ADDRESS /3'::< 3
CITY
ZIP ! 7 {J /..3
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
;l13/ .;2.1
<::!:loco. 0 0
100. cD
Total Credits (A+ B + C)
(2)
;;2..!dC. <10
3. InteresUPenally if applicable
D. Interest
E. Penally
TotallnteresVPenally ( D + E ) (3)
4. If Line 2 is grealer than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
o -
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5B)
3/..J(
o -
3/.;)./
5. If Line 1 + Line 31s greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Old decedent make a transfer and: Ves No
a. relaln Ihe use or income o!the property transferred;.......................................................................................... 0 I'
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
c. retain a reversionary interest; or...... ................. ...."...n"..."............................................................".. 0
d. receive the promise for life of either payments, benefits or care? ................................................... ........... 0
2. If death occurred after December 12, 1982, did decedent fransfer property wifhin one year of dealh
3. ~:~h~~~~~~::;na~~~~::~u:~~;~:~;:;:~I~ .~.~~~~~;t~~;~~;~~~~~.~;~~~~;i~.~;~,~.~r~~;~~;~;..... ......... B ~
4. Did decedent own an Individual RetirementAccount, annuity, or other non-probate property which
contains a beneficiary designation? ........ ....... ....... ............ ................... ....... .............. ....... ....... ............ ............ ...., ... 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Under penalties of perjury, I declare that f have examined this return, including accompanying schedules and statements, and 10 the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
ADDRESS
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the ner 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 imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 PS. ~9116 (a) (1.1) (Ii)].
The statute does not exemDt a transfer to a surviving spouse from tax, and the statuto!)' requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Seclion 9102, as an
individual who has alleasl one parent in common with the decedent, whether by blood or adoption.
,,,,,.""''':'i..n.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE 1AX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
(;;/
All property jointly-owned with right of survivorship must be disclosed on Schedule F
ITEM .
NUMBER
1.
ESTATE OF
-a DESCRIPTION
. .elP..t--;.1...; ~ (LA
~ @ 35. .;2.;20 ~~
30 sS ;).3~0 Va () t/~
VALUE AT DATE
Of DEATH
t:..f I. (/0 d
em cd #
/'IJc;J 00
. TOTAL(Alsoenteronline2,Recapitulation) $ /l/.:Jr,t." <:)
(If more space IS needed, insert additional sheets of the same size)
'REV,'''''''''''''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF .
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
Include the proceedS of litigation and the date the proceeds were receIved by the estate. All property join1Jy-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
;;?
3.
Jf,
DESCRIPTION
. (luj-fI 37t.f(JII~S3S-
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li ~ TI3~
f/d-3/7.r
~ aW#= cJ;J/()(](}O%(j 3dll c;U~
1f-l-7 ~~ ~A:L~ ~.;l0/9~ /1 h r
~-2~~~ ' OAJ~
5"'"
k4~.i4lJdj,-I-Y~~
ISlJtJ <.J /f r /,S-II'? / ft..I~..?/H';,I./ 5-/b -() /
])o)t/~~~ --
~
. - ~ eA tv.cd I~: ...:f/e
r!-d-#- cJ~7~/- :01.f~~~.~t'~:;?:;-J
, ~d ~~ r:i. /-
t/)U -fc; :I~ ~ f'/7/?j
})o 7) tJ~
19P.J-~~ ~
.rh---/l_~~ )/rl,t7() DR..
~'~~ &-<-~ ..1
~7I~~ t-~
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TOTAL (Also enler on line 5, Recapitulation)
(It more space is needed, insert additional sheets of Ihe same size)
VALUE AT DATE
OF DEATH
3%;13,({,s-
d-..f3&,93
r;~?7, ~J'
3~ /t;~d, ~ f
II d() .00
REV-1~11 EX+ {12-99} _
~
ESTATE OF
ITEM
NUMBER
A,
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
&nru
Debts ot decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
13,<t,Od
1.
~~~
B, ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Socia! Security Number(s)IEIN Number of Personal RepresentativelS}
Street Address
City
Slate _Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State __ Zip
Relationship of Claimant to Decedent
Probate Fees ~ ;] I - R-e-~ 3 t;j;1.h ~-dJ. ~
5. Accountant's Fees
l 5' J., 00
4,
6,
;;;::Z"~ in ~ ~~~ \
'f &it> i~&;0MM ~ to
~ ~()d - .~~
F~~~'
/d.,p
('/-, J1l
7,
F.
TOTAL (Also enter on line 9, Recapitulation) $
(11 more space is needed, insert additional sheets 01 the same size)
S-3
'''''''''.,.'''.
COMMONWE~L TH OF PE~NSYLVANI^
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
~1-()d-I[3~
Include unreimbursed medical expense
IT~ ~
NUMBER
1.
;),
3,
Lt,
5.
AMOUNT
11 .,. j._ OESCRIPTION
{~~ .;;L.od g... ~ p (l \. L. I u.../o0..4
\.).) ~ ~'f
~ ""OJ.- ~ a.t'D,D ~ ~
~ ~,J- ~~j.:.I1 ~
cJ Dd J)
"3'3. 16
l ~q-/OO
+tf, 5"~
bW\;-;n ~ ~'DQP~
t+s-,cc
N:n~,L.:/ ~ J....J-~ 'D.])
~
'Jf),'f{
~
TOTAL (Also enter on r 10
(If more space IS needed insert add'\' me ,Recapitulation) $ ~
\ Ilona! sheets of the same size) G?(
.REV-"513 EX+ 19-00*
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF W
NUMBER NAME AND ADDRESS OF PERSONIS) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS (include outright spousal distributions, and transfers under
Sec. 91161') 11.2)]
1. e00u- 'i _ L0~
50Lf ~ ~ Rd.,
~ ~fCL 1101(
~ 1- LAJ~
PO ~ '7 ~ ~ (2. (?(j~
~
FILE NUMBER
;;{ (- (')
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
~
~
V,-:; ~ 3, ~g(} ,0 '1
t -:23/:,<{(},Or
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON liNES 15 THROUGH 18, 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 ll- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
WATSON DANE L
504 PENN AYR ROAD
CAMP HILL, PA 1701 1
fold
REMARKS: DANE L WATSON
CHECK# 3703
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
NO. CD 002925
TOTAL AMOUNT PAID:
INITIALS: DO
SEAL RECEIVED BY: DONNA M. OTTO
REGISTER OF WILLS
REV-1162 EX(11-96)
531.21
DEPUTY REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
DANE L WATSON
504 PENN AYR RD
CAMP HILL PA 17011
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 E% AFP t01-037
DATE 10-13-2003
ESTATE OF WATSON ERMA G
DATE OF DEATH 12-01-2002
FILE NUMBER 21 02-1132
_. :.COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~
-------------------------------
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
---------------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WATSON ERMA G FILE N0. 21 02-1132 ACN 101
DATE 10-13-2003
TAX RETURN WAS: [ X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
wrrr(wisED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8,497.53
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 277.16
11. Total Deductions
12.
Net Value of Tax Return (11) 8.774 69
13.
Charitable/Governmental Bequests; Non-elected 9113 Trus (12)
ts (Schedule J) ( 47,360.17
00
14. Net Value of Estate Subject to Tax 13) .
(14) 47,360.17
NOTE: if an assessment was issued previously, lines
reflect figures that include th
t 14, 15 andior 16, 17, 18 and 19 will
e
otal of ALL
ASSESSMENT OF TAX: returns assessed to date.
15. Amount of Line 14 at Spousal rate (15) 00
00
16.
Amount of Line 14 taxable at Lineal/Class A rate (16) •
_
X
47,360.17 X 045= .00
2,131
21
17. Amount of Line 14 at Sibling rate (17) .00
1 2 .
18.
Amount of Line 14 taxable at Collateral/Class B rate (18) -
X
.00
1 5 .00
19.
Principal Tax Due X
- .00
TAX CREDITS• (19)= 2, 131 .21
DATE NUMBER INTEREST/PEN PAID (-)
02-27-2003 CD002238 105.26
08-19-2003 CD002925 .00
(1) .00 NOTE: To insure proper
(2) 1,424.00 credit to your account,
(3) .00 submit the upper portion
(4) .00 of this form with your
[5) 54 , 710.86 tax payment.
(6) .00
n) .00
(8) 56,134.86
AMOUNT PAID
, V V V V V
31.21
TOTAL TAX CREDIT 2,136.47
BALANCE OF TAX DUE 5.26CR
INTEREST AND PEN. .00
TOTAL DUE 5.26CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND- SEE RFVFRCF crnr ~~ r.,~~ ~,..... ___ ________
~ 7 -IDS- i~
BUREAU OF INDIVIDUAL TAXES
l~ INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
DANE L WATSON
504 PENN AYR RD
CAMP HILL
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 E% AFP (01-03)
DATE 11-17-2003
ESTATE OF WATSON ERMA G
DATE OF DEATH 12-01-2002
FILE NUMBER 21 02-1132
COUNTY CUMBERLAND
ACN 101
Amount Remitted
PA 17011
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this fore with your tax payment.
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~
----------------------------------------------------------------------------------------------------------------
REV-1607 EX AFP (01-03) ~~* INHERITANCE TAX STATEMENT OF ACCOUNT ~~~
ESTATE OF WATSON ERMA G FILE N0. 21 02-1132 ACN 101 DATE 11-17-2003
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-06-2003
PRINCIPAL TAX DUE:
PAYMENTS CTAX CREDITS):
2,131.21
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-27-2003 CD002238 105.26 2,000.00
08-19-2003 CD002925 .00 31.21
11-03-2003 REFUND .00 5.26-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
* IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN 51,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
2,131.21
.00
.00
.00
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/10/2004
WATSON KEITH L
200 BARNETT ST PO BOX 732
NEW BLOOMFIELD, PA 17068
RE: Estate of WATSON ERMA G
File Number: 2002-01132
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: 12/01/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STP_A~AUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ~'~v~ 4~ ~', ~/~7~m
Date of Death: _/9~r~-,~ /~' ~ /; ~ ~...
win. No.: - --
Pursuit to Rule 6.12 of the Supreme Court O~h~s' Coral
fo llo~g wi~ respect to completion of ~e a~s~ation of ~e above-captioned estate:
1. State~h~er a~f~is~ation of~e estate is complete:
Yes ~ No ~
2. If~e an~er is No, state when the personal representative reasonably believes
that ~¢ a~s~ation will be complete:
3. ~ ~e ~swer to No. 1 is Yes, state the follow, g:
a. Did th~ersonal representative file a ~al accost wi~ the Co~?
Yes ~ No
b. The sep~at¢ O~h~' Co~ No. (if any) for ~¢ personal representative's
accost is:
c. Did ~e person~ ~p~sentative state ~ accost ~o~aHy to ~e p~ies
~ ~terest? Yes
c. Copies ofr~¢ipts, rele~es, jo~ders ~d approvJ of fo~J or
i~o~al accosts may be filed ~th ~¢ Clerk of~¢ O~h~' Co~
~d may be amched to t~s~~-
Silage
Nme
Ad.ess
~ zz; Capacity: ~ Personal Representative
~ Counsel for personal representative