HomeMy WebLinkAbout01-0080
RE".lSOOfXi&-OO1
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
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REV-1500
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OFFICIAL USE ONLY
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INHERITANCE TAX RETURN FILE NUMBER
2-,/-OL
RESIDENT DECEDENT COUNTY CODE YEAR
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NUMBER
SOCIAL SECURITY NUMBER
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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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)
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DATE OF DEATH (MM-DD-YEAR)
J)..e. :z. 7- ...?~
DATE OF BIRTH (MM-DD-YEAR) ,
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COMPLETE MAILING ADDRESS "J~
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4~;-'..) PA;-- I 7<7)3
OFFICIAL USE ONLY
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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.\.~)
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(12)
(13)
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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)
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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.
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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
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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.
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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
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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
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;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.
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RE\i-I.~EX.~(1-97)
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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
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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.
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DESCRIPTION
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(~,<J/('C:';;ICN"'. /yt(l'f,lH~ ~ ,e6"~l"e CI~.
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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
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.2. 6CO. C()
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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)
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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
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ert additional sheets of the same size)
, ~5\3 EX . i l_sr'
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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.
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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.
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No 21-01-80
.
Estate of
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, Deceased
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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
---
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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
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UHOEA I DItt
Hours i ~..
STRE FU NUWelR
SOC~~CUAITY ~6"ER
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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
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l.ICENSE NUMBE" OAT( SIGNEO
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-s CASE REFERRED TO MEDICAl EXAMINERlCOAONER?
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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
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M-i.ddR.e.6ex. Twp.
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DECEDENT'S USU4l. OCCUPRION
Ie;- ~ond 01 *0111 done durorq......
r68w~;.t'''''''''ef''dl F JtateJtn-i.ty - Club
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DECEDENT'S MAilING AOClA€SS(Slr....~. s.. rlpCodeI
KINO OF euSINESSllNOUSTRY
DECE~NT'S
ACTUAl.
RESIDENCE
IIIIIruCllOrC
on "."., ...,
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ORE OF DISPOSITION
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W!:AE AUTOPsY fiNDINGS
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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
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O"TE FI~EOI~onth O.y "'...
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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.
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21-01-80
REGISTER OF WILLS OF (--~/ ~.'7'" ~--r0-~ ~-COUNTY
OA TH OF SUBSCRIBING WITNESS
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(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
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"-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
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(Name)
(Address)
Rt:GISTER OF WILLS OF COUNTY
6(\TH OF NON-SUBSCRIBING WITNESS
'''.
''''',
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(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 $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~
..
..
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6
OJ(
STATUS REPORT UNDER RULE 6.12
Date of Death:
k/?~, Cfl~N 6,
/.2 - 2-7- -~C/
Name of Decedent:
Will No.
Admin. NO.;</ Cj - t:/O?O
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1 .
State whether a~nistration of the estate is complete:
Yes No V
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: ~--/ l-- 0 3
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attac d 0 this report.
~
Date: 1-$-:- 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)
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