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HomeMy WebLinkAbout01-0080 RE".lSOOfXi&-OO1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128-0601 /k,-d03.- q REV-1500 ~ Z W o W U w o w !;t "'-'" u"'''' w"-u :coo u"'~ "-'" "- 0( OFFICIAL USE ONLY ~/ INHERITANCE TAX RETURN FILE NUMBER 2-,/-OL RESIDENT DECEDENT COUNTY CODE YEAR c?oo8o NUMBER SOCIAL SECURITY NUMBER ~~ -'<6 .5S/ ~ DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) W .s ~,y...v E. THIS RETURN MUST BE FILED IN DUPLICATE WI1H THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date (l(.m\1I \Iriol" \c 1Z-1"H.2) o 5, Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election 10 lax under Sec, 9113(A) (Attach Scn 0) >- Z W o Z o "- '" w a: a: o u z o ~ ...J :J ~ it <I: U W 0::: z o ~ t-' :J c.. ::iE o U ~ DATE OF DEATH (MM-DD-YEAR) J)..e. :z. 7- ...?~ DATE OF BIRTH (MM-DD-YEAR) , hJ,;p / ~ /9.!>..$ COMPLETE MAILING ADDRESS "J~ -L W, //~ .s.>.'.)..>:?i I ,.-J 4~;-'..) PA;-- I 7<7)3 OFFICIAL USE ONLY : J ~:-. ~ ' d ,-"0 x.O_ (IS) x.O_ (16) x .12 (17) x .15 -0 - (18) -0 - (19) (IF APPLlCABLEjSURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~1,OriginaIReturn o 4. Limited Eslate ~ 6, Decedent Died Testate (At\ac~copyofWill) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12.12.82) 07. Decedent Maintained a Living Trust (Altach copy of Trust) o 10. Spousal Poverty Credit (oja(eofooa\h~ 12.3Hl and 1.\.~) c. c:: , N hJ -G \..}) ? L; 2ft, '-I 'I , (11) (12) (13) --9; '7 "7-1, / I _0- 1. Real Estate (Schedule A) 2. Slocks and Bonds (Schedule B) (I) (2) (3) (4) (5) '3,4 :2-t::!f I '-I J..j . (14) _0 - 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4, Mortgages & Notes Recei'o'able (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6_ Jointly Owned Propertj (Schedule F} o Separate Billing Requested 7, Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (Schedule G or LJ 8. Total Gross Assets (total Lines 1-7) 9. Funerai Expenses & Administrative Costs (Schedule H) 10 Debts of DeceOen\, Mortgage liabilities, & liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (line 8 minus line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (6} (7) (9) (8) 4,'7::r-Cf,IJ (10) 14. Net Value Subject to Tax (Line 12 minus line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 141axable at the spousal tax r<lle, or transfers under Sec. 9116 (a)(1.2) 16. Amount of line 14 taxable at lineal rate 17. Amount of line 14 taxabie at sibling rate 18, Amount of Line 14 taxable at collateral rate -0 - 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Opcedent's Complete Address: STREET ADDRESS $T~ CITY ~$". STATE Tax Payments and Credits: 1 Tax Due (Page 1 Une 19) 2. CreditS/Payments A Spousal Poverty Credit B. Pnor Payments C. Discount (1) --0- Total Credits (A + 8 + C) (2) 3. InteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty ( 0 + E ) (3) 4. If Line 2 is greater lJ1an Une 1 + Une 3, enter the difference. This Is lJ1e OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Une 1 + Une 3 IS greater than Une 2, enter lJ1e difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Une 5 + 5A This is the 8ALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT _<::l - PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of lJ1e property transferred;.. ......................... ....... 0 b. retain the nght to designate who shall use the property transferred or its income;.... ......... 0 c. retain a reversionary interest; or... ...................... 0 d. receive the promise for life of either payments, benefits or care? ................. .................... ....... 0 2 If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ..... ........................... ........., 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.. ......... 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . ..... .......... ......... 0 ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. No ~ g1 RI ~ IZ ~ SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Under penalties of pe~LJry, I dedare that I have examined this retum. including accompanying schedules and statements, and to the besl of my knowledge and belief, it is true, correct and complete Declaration of preparer other than the personal representative is based on all inlormaUon ot which pre parer has any knowledge. DATE " 1-0' ) ~, ?o 'S'";-09/U.1 S-t..6 ~ tp/} ) Jo-L3 , . For dates of death on or atter July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 PS. 99116 (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 P.S. 99116 (a) (1.1) (iill. The statute does not exemot 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 lhe 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. ora 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. 9S116(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. 99116(a)(1.3)J. A siblins is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. _c~ - - r-~ (~ II-i~S) \0Jl \~ (\ )i-~ 'i, '-'::.::<> \'2,:~ IJ LI w-.~ I, JOHN E. WATTS, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. I. I devise and bequeath all of my estate of every nature and wherever situate to my friend, ERIC L. HOLLINGER, providing he shall survive me by thirty days. II. Should Eric L. Hollinger predecease me or die on or before the thirtieth day following my death, I devise and bequeath all of my estate of every nature and wherever situate to the AMELIA S. GIVIN FREE LIBRARY of Mount Holly Springs, Cumberland County, pennsylvania, to be used as the Board of Trustees determines. III. I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. IV. I appoint ERIC L. HOLLINGER executor of this my last will. Should Eric L. Hollinger fail to qualify or cease to act as executor, I appoint FINANCIAL TRUST SERVICES COMPANY of Carlisle, Pennsylvania or its successor in business, executor of this my last will. VI. I direct that my executor and his successor shall - , /. ,I' ""\', -. ' , ~ l' '. . '; (:,: [. } r not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand this cL ;22-- day Of4/tfIL' 1997. ;:y tr!vl.1 P. ''2JJaa) V JOHN E. WATTS The preceding instrument, consisting of this and one other typewritten page identified by the signature of the testator, JOHN E. WATTS. was on the day and date thereof signed, published and declared by JOHN E, WATTS, the testator therein named, as and for his last will. in the presence of us, who, at his request, in his presence. and' he presence of each other have subscribed our names as wit hereto. ~~ ~ / G~O ~r;-..r~"V ~ G~,Ai!.J::;; /'\./ e-;<..)' P --:! J '71.3 '2- l,t <.. r /or~~L'~~7 K~' . /I ,p:) J ::: ,;;..'/ "--J/.~ ,..".~_ /' RE\i-I.~EX.~(1-97) '*' Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the rigM of ~urvlvorship must be disclosed on Schedule F. fr t9 J7':S , SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY VC:N/N' c: , FILE NUMBER ;::2./01 - 0080 COMMONWEALTH OF PENNSYLVANIA INHERIT ANeE TAX RETURN RESiDENT DECEDENT ESTATE OF .z. \ DESCRIPTION o ~~ Tc;-,:w'"v .t3M;l..v I<- % # /c;tCJCl/32./ (~,<J/('C:';;ICN"'. /yt(l'f,lH~ ~ ,e6"~l"e CI~. /krH d JDC/f:# ~"'() VALUE AT DATE OF DEATH ITEM NUMBER 1. r 9,O() 3101 4'-1 3, s"" L 'I /9,:,.. !f.",... 6/4-...; .LI -12.,01 ~O;;:;l. c-o ~( ,E?~),~.r 7f /:2"')q / 0::,,/.< .A:""'r-/ ,.<.5'0,00 s "- 8",1/'/'-'-"'/"/ CP-""V/> / J"vf. c:?" .2. 6CO. C() . C4,gI'~ _ I cJ '1,::t- z9 TOTAL(Alsoenteronline5,Recapitulation) $ >, 1t;:2 9. 1It' (If more space is needed, Insert additional sheets of the same sIZe) r::'EV-i511 EX+- ~12-99) *' ~ "" ' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF I A . , ~1 Ti 5 1~}j/lJ E, Debts 01 decedent must be reported on S h d I FILE NUMBER ,,?-./ ~ / - 00' 8CJ ITEM c e ue . NUMBER DESCRIPTION A FUNERAL EXPENSES: AMOUNT , C"}SON _/~/,0N' /V,N~'-'''''/ *~ J'f..&j ,'" 2~C1, ~ B ADMINISTRATIVE COSTS: 1 Personal Representative's Commissions Name 01 Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State _Zip Year,s) Commission Pajd: 2 Altorney Fees ~ ~ ,2)~.-v /C.::..s '3~S,O Hh?,ll'> 3 Family Exemption: (Ii decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _Zip Relationship 01 Claimant to Decedent 4 Probate Fees A.,I;/i...- -r w///J 'as: 0<:) 5 Accountant's Fees , 6 Tax Return Preparer's Fees 7, CC( ......J. r/;Pt'{ d /F;." J7;lJ r#'11 ;fJr, Lf-"'.s, f.LS'/~. ?5',c/CI 6' :; / B~,/J , ~ ~.-v7!-"" I _<::1.._ 9, ;2,1" "~'r!! 0);; , .2-&',O() /0, I2c-s~rY<- _ ~;;;"" CJ/<??.z /ot::-, c:::rO TOTAL (Also enler on line g, Recapitulation) $ 4"J~ 9Cj, /, (ll more s ace is needed ins 00 o p ert additional sheets of the same size) , ~5\3 EX . i l_sr' *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DE OENT ESTATE OF W-fI'/0J', vz,#-1/ 13, FI~E NUMBER .;2./.:;7'/ - c:::K::I8r:7 NUMBER l. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outnght spousal dlslnbutions) E~"c- L, /~//f',Iv.J,Iy- J.l8 ,</e/fe:a.5 L -?tIY.t......- C-9IZ-L/?-41 j//J /rC>l,J RELATIONSHIP TO DECEDENT 00 Not List Trustee(s) AMOUNT OR SHARE OF ESTATE - /a::;>% . ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET !l. NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1 B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTA~ OF PART II. ENTER TOTAL NON-TAXAB~E DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (rt more spaca Is needed, insert additional sheets of the same size) Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/10/2004 DANIELS WILLIAM S 1 W HIGH STREET CARLISLE, PA 17013 RE: Estate of WATTS JOHN E File Number: 2001-00080 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 ORPHA/~S, 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: 12/27/2004 Your prompt attention to this matter will be appreciated. Thank You. ~incere^lz.~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: ~ ~;~',4,~ ~--~. Date of Death: Will No.: Admin. No.: .,~O'/" 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 NolE 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. !fthe 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' Com't No. (if any) for the personal representative's account is: c. Did the personal r[.~presentative state an account informally to the parties in interest? Yes ~ No [-] c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Cle..legflc. hof the Orphm~s' Court and may be attached to this report. Date:/Y--/~tTr ~/~//~ Signature Name /,4, Address Telephone No. Personal Representative ~"Counsel for personal representative PETITION FOR PROBATE and GRANT OF LETTERS Estate of 0'0//""" C. c.::Vt/l- 77-5- No. ~/'" (:J 1- 8>0 also known as 'Jv ,/;~,;?\/ eeL' C//#7 /2-v To: "/.//,, rj~- Register of Wills fOythe / J ~ Deceased. County of Cu r:h 0.2 ,r/ /}-.-v ~ in the Social Security No. 2/ 0 .- 2- ~ ~ ~~ 6 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 execut 0 /? in the last will of the above decedent, dated ,/=> ?/Z.-/c J 2-2- and codicil(s) dated named , 19 9' '+.. (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in C U' rr-> ,6-a- Y' / ~ (_ County, Pennsylvania, with h / 5 last family or principal residence at cy /V.L..- ?J"-v-5 /- ~t2.-t.7"V"<7\/ C / ~/;..../) H,.7?~" C /-=1-- /Z- L- t SO 1-<-. ( ,;p V7 I "'7-c- /3 ' (list street, number and muncipality) 2-cQG Decendent, then ~ + .~. ears of age, died . ~-?- L-.- ;2. r-. '. ' -t9 , at (Urr~r/~<:L C.)O-~.~ ....Nu~/.w-J tx-. /2.-L.~ CL~-vr-<...yl . 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: /"'lL./ 0 ~ G Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully r.;.guest(s) the probate of the last will and codicil(s) presented herewith and the grant of letters' L~ 7-4 /n e-;~"/ /7J ~ (testamentary; administration cia.; administration d.b.n.c.t.a.) theron. '" (I) u C (I) ~3 (I) 1-0 o:::~ "'00 co;::: ~.C -(I) ~o.. (1),- 50 ~ c Ol) en ~'/. ~ , ~~I c. L- { /~ /' // #v '7 .4 "V" '5/B H&/S-~ L-9-.J,E- c/7 rz.. <- / S & ./ ? /7- / -:r-c..~ ~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I SN COUNTY OF C'-' /T- ~~;-/ ~ ~ ~ J ~ sworn. to. or affirm~&- and SUbSCribe, d .{ bef~S / L day of 'trxH -' ~ .1!t1~~~o/l'1 , . Register /t-J63- C; 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 well and truly administer the estate according to law. ~<~<}~' . 8/7../ c....- L-, / - / , /v~ .." '" V) ~. ~ l::::l - l::: ~ ~ No 21-01-80 . Estate of -:r--O- /.7 /\/ , Deceased /,} //G./ /j- ,:;rz//;/ 'v' t5 dL:-./pYJ-'--'(, ~v~~~.J- c, C-,\/ ,..j -rr s DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JANUARY 18 ~ 200l 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 APRIL 22, 1997 described therein be admitted to probate and filed of record as the last will of JOHN E. WATTS A/K/A JOHN EDWARD WATTS and Letters TESTAMENTARY are hereby granted to ERIC L. HOLLINGER "rrp Ktf'<:. ,'IJ uM (~,-, t a , YC$It/), D, (J).~ Register of Wills FEES Probate, Letters, Etc. ......... $ 18.00 Short Certificates( 3) . . . . . . . . .. $ 9.00 ~ ~~:rM.fA.qf;.~.. $ 3.00 JCP $ 5.00 TOTAL _ $ 35.00 Filed . ..JA~l!~~X )?,. .~Q9.1.............. ~/ ;~.q~5~ ;J?~"CLS ATTORNEY (Sup. Ct. J.D. No.) .42'?-- 7-3S- c ~~... ~'.. /07'Z S-7:-J S7--<-~ ~- c., 4rZ-0S~ ADDRESS :fJfl I' -:;-0../ .3 7-'?- -2-'13-38:31 PHONE --- {~--/ CALLED ATTORNEY JANUARY 19, 2001 21-01-80 nlS IS to certify t:1at the information here given is correctly copied from an original certificate of death duly filed with llle 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. Fee for this certificate, $2.00 p 6960486 No. ~~:~;:~~ JA.N 2 2001 Date HIM.143 A... 2187 COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH "","T t "ENT < IN!( AOE It.. ~ UHOEA I DItt Hours i ~.. STRE FU NUWelR SOC~~CUAITY ~6"ER 3. - 8llmiPt.ACltoy atld PVCt CW DEAfH 1Ct>edr ~ _ .. _1ft!Iful:1oOl"l on <lIl'eI ~ Sl8Ieorforl9'C~ HOSPITAl.: OTHER: t. H oR.R.y S~Jt-i.ng.6........ 0 :::0 ~ CumbeJtR.and 11..~ ::""-='=01 CaJtR.-i..6R.e MOrnu'c1-t'ye ~ita~t.ntrrrbJt 66' ft lNF~l'~1rA~CSf.-a-~a'~.{m, Pa. 17013 PlACE OF 0lSP0SIT1ON . H..... 01 c""",.ty, Ctem.1Clrf or Olher PIKe 2te. Mt. HoR.R.y SpJt-i.ng.6 Cern. 2t..Mt. HoR.R.y SpJt-i.ng.6,Pa. 1706 ~tB~~~geJt Mt. Holly SpJt-i.ng.6, Pa. 17065 22c. l.ICENSE NUMBE" OAT( SIGNEO (MeN\. DIy. ...1 .R. , 11.I1sq,=> - L Id--~ l-O<J -s CASE REFERRED TO MEDICAl EXAMINERlCOAONER? '"~ N"ME OF DECEDENT IF.!ll. ModdIll. l"'1 1. John EdwaJtd Watt.6 SEXM 0 2. a-<..e UNOEA I YEAR Moncfl. o.y. 67 YIS. COUNTY OF OERH ,-~ 1 . M-i.ddR.e.6ex. Twp. ... DECEDENT'S USU4l. OCCUPRION Ie;- ~ond 01 *0111 done durorq...... r68w~;.t'''''''''ef''dl F JtateJtn-i.ty - Club . n n_. DECEDENT'S MAilING AOClA€SS(Slr....~. s.. rlpCodeI KINO OF euSINESSllNOUSTRY DECE~NT'S ACTUAl. RESIDENCE IIIIIruCllOrC on "."., ..., ''''. ORE OF DISPOSITION (MorIIh. o.,t ...., o 11~. 7 / 2/200 1 l.1Cf.NSf.rtTfB 9 L R,N. lb. c, d W!:AE AUTOPsY fiNDINGS ..1U8lE PRlOfIIlO COMP\.nlON OF CAUSE 01' DEATH? DUE 10 (OR AS ACONSEOUENCE Of): DUE TO (OR AS A CONSEOUENCE OF): MANNER OF OE,IlfH DATE OF INJURY p.4on1h. 0.-,. ....., % o 5516 O"TEf~n~mlrtJ-, .. ~o RACE.~~. 8IKt. w..ile. .ce. ~ Wh~te 10. MAAlT4l. STATuS. Merriecl NeYW MIlT"". WIdowM. D'-ad~ 1.. .6.i.ngR.e 17C.O '1M...... ....Un SURVlWfQ SI'OUs.! '1......00--..- _ '- ~ l.0CAn0N. C~. 51.... ~ Code NoD H. I "",,",aim". '1nI1IWI~ : _Iftd cladt I , , 'ART II: OIl'l<<~~~lOda"". boll ,.,. .........In... ~ _ ..... ift f'ItIRT I TIME OF INJURY IHJ\IAV IC1 WORK? DESCRI8E HO\IIf INJURY OCCURRED, AeeldatC Paneling Irwatlig.,lon o o o PlACE OF IHJVRY. AI horne.I.""..,.... IaclOty.ollle. M. building. ate. 1Spec./'" 301. v.. 0 HoD Nil"''' HomIClcla '1M 0 No)O "" 0 Be. leb. a,""'f" ICt'K~ (W'lOy eN, 'QATlP"Y1H(I PHY"Cl""4IF'1\y'lOC"" tetltlyong c:_ ~ de.....n.,. MIOlIlat ~_ has pI~ de... ana C~ Item 23. To... ....'0'...' II_..fed.,.. ch.moccu.....sduelotha c.u..(...nil"'._fH .t.t....................................................... NoD SuIcide Could _ be cfIt.....u..d 21. '~INQ AND CffllTIP"YINQ I"HYSlCIAN I""ySIC_ t'lllh lJI~"'9 011.... MId c~ IOC_ 01 de"" To.... ~ of 1ft, "_"'''9.. d..,h GeC,",',", .,.... '''''.. d.'a. .nil pIK.. .nil due '0 tho C.UM(.I.... "'...n.'.. I'.'ad.. . . . . . . . . . . . . . . . . . . . . . . .. ...'DtCAL EXAMINER/CORONER On the bills of ...mln.lfon .nd/of 1""'''"g.lIo". I" my o,ln'on. dUfh occurred ., Ihe limo. dal.. and pl.c.. .net duo 10 Ihe c.use(llalld ,"."no' .. 11.led.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3'.. " .'G""'.."<G.~".".O"U~ t:\. ~~~~ ~~ o 32. O"TE FI~EOI~onth O.y "'... ~'" ..3\,d..croo ,. 21-01-80 I, JOHN E. WATTS, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. I. I devise and bequeath all of my estate of every nature and wherever situate to my friend, ERIC L. HOLLINGER, providing he shall survive me by thirty days. II. Should Eric L. Hollinger predecease me or die on or before the thirtieth day following my death, I devise and bequeath all of my estate of every nature and wherever situate to the AMELIA S. GIVIN FREE LIBRARY of Mount Holly Springs, Cumberland County, Pennsylvania, to be used as the Board of Trustees determines. III. I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. IV. I appoint ERIC L. HOLLINGER executor of this my last will. Should Eric L. Hollinger fail to qualify or cease to act as executor, I appoint FINANCIAL TRUST SERVICES COMPANY of ( Carlisle, Pennsylvania or its successor in business, executor of this my last will. VI. I direct that my executor and his successor shall ~ '~ ( ~ not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand this r:L :z.Z-- day of4/1f/ L' 1997. ~ [r!~ITl Jt~~ /~~:lfflT~ The preceding instrument, consisting of this and one other typewritten page identified by the signature of the testator, JOHN E. WATTS, was on the day and date thereof signed, published and declared by JOHN E. WATTS, the testator therein named, as and for his last will, in the presence of us, who, at his request, in his presence, and' he presence of each other have subscribed our names as wit hereto. ~~ ~ " ~ I, .' /a~/;;afC1. ~~ f.' / (. ./ , ~/~ / G40 ~rY'\J'~.JV ~ G~/Zj::;~e~~. p~/ :r3Z y /0<< L~ L7;J.:tLJC,j4Z'-:~'-~ ,lid!'" /".. / Jf?/1 f c_ j / .....- ? - < -J/;' /~-?_.p'_::.- l - / "/ ' .;L /r 21-01-80 REGISTER OF WILLS OF (--~/ ~.'7'" ~--r0-~ ~-COUNTY OA TH OF SUBSCRIBING WITNESS / '// ~~/ ~/ ~~ -~ J)~;/ G-L5-' q---' ~ ~ 1.~ /Lc.//V/~ /;!, D,?J-/V/e/S' , ~icll (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that ;7 ~ ~.A______ present and saw ~ /;/ /V G:- I c::-v- ~ S- the testat 0 ~ , sign the same and that '7 ~-( signed as a witness at the request of testat 0/'2-. in h / <::; presence and (in the pres. en.ce.of each othe~) (in the esence of the other subscribing witness(es)). ~ ' pl Sworn to or affirmed and subscribed before ~ - , :~ /- ~ . I CiI- /' ,J ~ /':1-. -?-l 5 . /~ ~"'"\..r /2..-L-\. - me ~. / day of ~/ / (Name) vC-/ or / /' ~. =..J .. " ~/rL<...<J)~'f- ~ J / G Y u /-/-1) -P--'1-S' ~--.-/--- ~~ C /'J-fU)JJ.Li3 VJ I , - .~ -J- r\ - ..70/9- /7-3 2-~ "-rr1 0 c - .~1-'.rl...lr.. T:l~' - (Iil JV-L+1A LJ....j) I '&l~~ (Address) Register V /-L.G;- ~ / 4 (Name) // r P/9-AJ / L<=-L~) /v ~c-- h-t~Jl t--f ~-,/"'V /2<L. / ~4~N'w~' ?JJ. (Address) /,}-3 L<-F REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of codicil testat_ of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the sign,ature on the will is in the handwriting of to the best of knowledge and belief. _ .' Sworn to or affirmed and subscribed before / / me this day Y' 19~ /' / // Register // 1'/"/ (Name) (A ddress) (Name) (Address) 21-01-80 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS '/;';-f I J'J ! ~ TIt-/) 0 /2/ [-2-( <;; codicil (each) a subscribing witness to the will present~ herewith, (each) being duly qualified according to law, depose(s) and say(s that ~ J Sk {L-A-~ present and saw .~ the testat ~ J- n the same and that ~. U signed as a witness at the request of testat~ in h I 9 presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before 7 fA" me~ /' day of . .. AUL.{t/k.,Lt-- ~ ~c~c. ~~ ;U, .f.t1.-2j{'~(~ Register :) d~J?fl / r3;if! (Name) (Address) Rt:GISTER OF WILLS OF COUNTY 6(\TH OF NON-SUBSCRIBING WITNESS '''. ''''', ", (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of codicil testat_ of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19_ (Name) (Address) Register (Name) (Address) ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: JOHN E. WATTS Date of Death: December 27,2000 Will No. 01 Adm. No. 21;96-0080 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on October 3,2000. Name Address Eric L. Hollinger 318 Heisers Lane Carlisle, P A 17013 Notice has now been given to all persons entitled thereto under Ru e 5.6(a) except None. Date: May 2, 2001 ~~ William S. Daniels 1 West High S1., Suite 205 Carlisle, PAl 7013 -~ Telephone: 717-243-3831 Counsel for Personal Representative , / /J- . --::. (' ~ ~ /BUREAU OF I':DIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRIS8URG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 'UJ --9 DATE ESTATE OF DATE OF DEATH FILE NUMBER 0... r-- ..,_.~, / :~: LCOUNTY ACN 09-01-2003 WATTS 12-27-2000 21 01-0080 CUMBERLAND 101 W S DANIELS HUMER & DANIELS 1 W HIGH ST STE 205 CARLISLE PA 17013: '* REY-15'l7 EX AFP (01-05) JOHN E Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV:i547-Ex-AFP--(Oi-:03j--No'~ficE--oF-.rNHEifi;:AiicE-TAX-APPRA-isEMENT:--ALi-oWAifcE-iri----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WATTS JOHN E FILE NO. 21 01-0080 ACN 101 DATE 09-01-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED 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) s. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 3J429.44 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 4,979.11 .00 (11) (12) (13) (14) NOTE: If an assessment was issued previously, lines reflect figures that include the total of ~ ASSESSMENT OF TAX: IS. Amount of Line 14 at Spousal rate (IS) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 3,429.44 4.979 11 1,549.67- .00 1,549.67- 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = .00 X 045= .00 X 12 = .00 X 15 = (19)= .00 .00 .00 .00 .00 -ft. rll;;n I KEl;E.If'T l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~ .. .. .. " .- .., ~. / 6 OJ( STATUS REPORT UNDER RULE 6.12 Date of Death: k/?~, Cfl~N 6, /.2 - 2-7- -~C/ Name of Decedent: Will No. Admin. NO.;</ Cj - t:/O?O Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1 . State whether a~nistration of the estate is complete: Yes No V 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: ~--/ l-- 0 3 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attac d 0 this report. ~ Date: 1-$-:- oJ ~-~ ~of ~j\~~ Signature ~. _ w. .J: ~~/eif Name (Please type or print) -L t::;, ~L.f7 ~. 2a) Address c-A~4..J ~ / /-813 (?/lr :vrJ-3r3/ Tel. No. Capacity: Personal Representative ~ounsel for personal representative (MAH:rmf/AM3) JRD/June 30, 1992/17858 #' JAN 0 7 2003 'V:{ ...- . .".... In Re: Estate of John E. Watts, Esquire Late of Carlisle Borough ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-2001-0080 NO. 21-2001-0080 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Counsel for Personal Representative: William S. Daniels, Esquire Date of Decedent's Death: 12-27-2000 Date of Delinquency Notice: 11-05-2002 The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills on 11-05, 2002, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Distribution: Personal Representative Counsel for Personal Representative Estate File ~7Jt~~~' , I .I L, Register of Wills ~.. /-'~ -2}f Date: 01-07-2003 3/1 t.f ..Ii? 9:]() A fJ11 A hearing is scheduled for - at in Courtroom No.3. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancell . 1YJ'0 \() ~~ Geor Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/05/2002 ERIC L HOLLINGER 318 HEISERS LANE CARLISLE, PA 17013 RE: Estate of WATTS JOHN E File Number: 2001-00080 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: 12/27/2002 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, MARY C. LEWIS REGISTER OF WILLS cc: J File Counsel Judge l,-' 15383401162003 ROW621 File No 2001-00080 Decedent WATTS JOHN E Cumberland County - Register Of Wills Page 1 1/16/2003 PA File No 2101-00080 Docket Entries D/E Date No. Filed 001 01/11/01 PETITION FOR PROBATE AND GRANT OF LETTERS TESTAMENTARY OATH OF PERSONAL REPRESENTATIVE OATH OF SUBSCRIBING WITNESS DEATH CERTIFICATE 002 01/17/01 OATH OF SUBSCRIBING WITNESS 003 01/18/01 DECREE OF PROBATE AND GRANT OF LETTERS TESTAMENTARY 004 05/03/01 CERTIFICATION OF NOTICE UNDER RULE 5.6(A) S€80-~-cm.S6Scm ~ ld!909H UJnl9H O!lS9WOa WOG lsn6n'v' ' ~ ~ BE WJO;j Sd (faqel B:J!AJBS WOJj JBjSUeJj) J9QwnN 9P!lJ'v' 'Z bOE~ 29~5 9000 0~52 ~OOL S9A. 0 (89:;/ eJlX3) l,AJ9^!I9a p9l0!JlS9H '17' 'a'O'~D BS!PUBljOJ9l^J JO~ ld!9OSH UJnl9H 0 I!Bl^J sS9JdX3 0 I!BV'-J p9JnSUI 0 p9J9lS!6eH 0 I!Bl^J pa!~!lJ92121 ad^-l 90!~9S "€ ~JOL J -od '~7fYO~ ~-'fh?1 ~(YJ I · ~(f) r;?~S '. :Ol pBSSBJpPV 9P!lJV . ~ 'Sl!WJad a:>eds !! lUOJ! a4l uo JO 'a:>a!dl!ew a4l !O )j:>eq 84l Ol pJe:> S!4l 4:>en'v' _ . nOA Ol pJe:> a4l UJnlaJ ue:> aM le4l oS aSJa^aJ a4l uo ssaJppe pue aweIJ JnOA lUPd _ 'paJ!sap sl ^-,a^!laa pePPlSatl !! 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