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Home My WebLink About05-11-15 Pennsylvania 1505618403 pEVMTMENf OF REVENry(03-14) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg,PA 17128-0601 RESIDENT DECEDENT 21 14 1021 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 08 15 2014 04 29 1927 Decedent's Last Name Suffix Decedent's First Name MI WATKINS FRANCES M (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return 2. Supplemental Return 3. Remainder Return(date of death 1:1 prior to 12-13-82) F14. Agricultural Exemption(date of 5. Future Interest Compromise(date of 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) ❑X 7. Decedent Died Testate El 8. Decedent Maintained a Living Trust 0 9. Total Number of Safe Deposit Boxes (Attach copy of will) (Attach copy of trust.) El10. Litigation Proceeds Received 11. Non-Probate Transferee Return 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) El13. Business Assets El 14. Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number PATRICIA R BROWN ESQ 717 249 6333 First Line of Address 354 ALEXANDER SPRING RO Cz Second Line of Address i t Z:.) <7 City or Post Office State ZIP Code " r;-t -n rn CARLISLE PA 17015 Correspondent's email address: pbrown(a)salzmannhughes.com I REGISTER OF WIL USE CSNZY �.J C� Q CD _n REGISTER OF WILLS USE ONLY , DATE FILED MMDDYYYY DATE FILED STAMP Side 1 I IIIIII III' illll IIII IIID VIII VIII VIII IIIIII'I'I I II IIII - t 1505618403 1505618403 1505618411 REV-1500 EX Decedent's Social Security Number Decedent's Name: Watkins, Frances M. RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 136,026 - 00 2. Stocks and Bonds(Schedule B)............................................................................. 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages and Notes Receivable(Schedule D).................................................... 4. 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).......... 5. 31391 - 00 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 109 ,477 - 28 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested............ 7. 8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 248,894 - 28 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 211,392 - 56 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 5 -,355 - 58 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 25 ,748 - 14 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 223,146 - 14 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J)............................................... 13. 14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 2231l46 - 14 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.00 15. 0 . 00 16. Amount of Line 14 taxable at lineal rate X .045 223,146 - 14 16. 10,041 - 58 17. Amount of Line 14 taxable at sibling rate X.12 0 . 00 17. 11 - 00 18. Amount of Line 14 taxable at collateral rate X.15 0 . 00 18. 0 . 00 19. TAX DUE................................................................................................................ 19. 10,041 . 58 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Fil Under penalties of perjury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the person responsible for filing the return is based on all information of which preparer has any knowledge. SIGNATU OF PERSON RESPONSIBLE FOR FILING RETURN Nancy W. Dyson DATE l ADDRESS 8 Hill Drive, Carlisle, PA 17013 SIGNATURE 9F P PARER OTHER\THA-N REP 6SENTATIVE Patricia R. Brown Esq. DATE S 7 5 ADDRESS 354 Alexander Spring Road, Suite 1, Carlisle, PA 1111111111 III 11111 II 11111111111111 IN Side 2 1505618411 1505618411 REV-1500 EX Page 3 File Number 21-14-1021 Decedent's Complete Address: DECEDENT'S NAME Watkins, Frances M. STREET ADDRESS 27 Circle Drive CITY STATE ZIP Carlisle PA 17015 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 10,041.58 2. Credits/Payments A. Prior Payments 10,000.00 B. Discount 502.08 Total Credits(A +B) (2) 10,502.08 3. Interest (3) 4, If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) 460.50 Check box on Page 2,Line 20 to request a refund 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) Make Check Payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;............................................................................... 1:1 ❑x b. retain the right to designate who shall use the property transferred or its income;.................................. El ❑x c. retain a reversionary interest;or............................................................................................................... ❑ d. receive the promise for life of either payments,benefits or care?............................................................ ❑ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.................................................................................................................... ❑ ❑x 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ ❑x 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. For dates of death on or after July 1,1994 and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[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 percent 172 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent,or a step-parent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[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 percent[72 P.S.§9116(a)(1.3)]. A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. Rev-1502 EX+(12-12) SCHEDULE A pennsylvania REAL ESTATE. DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Watkins, Frances M. 21-14-1021 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on schedule F. Attach a copy of the settlement sheet if the property has been sold Include a copy of the deed showing decedent's interest if owned as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real estate situate at 27 Circle Drive,Middlesex Township,Cumberland County, PA- 136,026.00 Assessment value$137,400 x.99 Common Level Ratio=$136,026.00 TOTAL(Also enter on Line 1, Recapitulation) 136,026.00 (If more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule A(Rev. 12-12) PrOPerty .. Curnberland Cou peer nty, PA Br 42 63 i / 0 2 301 0,9 52 3 33 (30) 5 l 9 24Ac meq/Copyright 2021 • 1 /f/' } � Lsri.AUfights reserved \ J 27 CrRCtC DRIVE Thu Oct 23 2014 08:39:05'Am, Cn t PNt:21 17 26 Ueedbook02 051 D•vt 0019 : M-Q0452 L-Ilp o d UseCode: 01 JOHN M&FRANCES M Acrea T y78ll: R Square Feet:i6 Taxable Status:T 60 Clean�Grepn Status: 8aldirujnd sAsseed Value$:49200 Tota/.Ass ed Value$;8$200 Sate -i user{Vafu2$:137400 Sale pate: year _1954 Tei olpal5tarte��LESEXTpiftN,, YDe 9ht nt Primary ZePng UETACy 8asertterrt ar:Vinyl air Condittori rcentage:100 Total Rooms:6• !`10 � Bedrooms:3 FuI Bath:1 Nalf Bath. JULY 2014 PENNSYLVANIA DEPARTMENT OF REVENUE REALTY TRANSFER TAX COMMON LEVEL RATIO (CLR) REAL ESTATE VALUATION FACTORS FOR The following real estate valuation factors are based on sales data compiled by the State Tax Equalization Board. These factors are the mathematical reciprocals of the actual common level ratios, For Pennsylvania Realty Transfer Tax purposes, these factors are applicable for documents accepted for the periods indicated below. The date of acceptance of a document is rebuttably presumed to be its date of execution, that is, the date specified in the body of the document as the date of the instrument. 61 Pa. Code § 91.102 ACCEPTANCE CLR ACCEPTANCE CLR DATE FACTOR DATE FACTOR FROM TO FROM TO 7-2-1986 6-30-1987 9.52 7-1-2006 6-30-2007 1.14 7-1-1987 6-330-1988 10.00 7-1-2007 6-30-2008 1.22 7-1-1988 6-30-1989 10.53 7-1-2008 6-30-2009 1.26 7-1-1989 6-30-1990 ILII 7-1-2009 6-30-2010 1.26 7-1-1990 6-30-1991 12.05 7-1-2010 12-31-2011 1.25 7-1-1991 6-30-1992 12.35 (3) 1-1-2011 6-30-2011 1.00 7-1-1992 6-30-1993 12-50 (3) 7-1-2011 6-30-2012 1.00 7-1-1993 6-30-1994 12.82 7-1-2012 6-30-2013 1.00 7-1-1994 6-30-1995 13.33 7-1-2013 6-30-2014 .97 7-1-1995 6-30-1996 13.70 7-1-2014 6-30-2015 -99 7-1-1996 6-30-1997 14.29 7-1-1997 6-30-1998 14.29 7-1-1998 6-30-1999 14.71 7-1-1999 6-30-2000 15.15 7-1-2000 12-31-2000 15.63 (1) 1-1-2001 6-30-2001 1.00 (1) 7-1-2001 6-30-2002 1.00 7-1-2002 6-30-2003 1.01 7-1-2003 6-30-2004 1.05 7-1-2004 12-31-2004 I'll (2) 1-1-2005 6-30-2005 1.00 (2) 7-1-2005 6-30-2006 1.00 (I)Adjusted by the Department of Revenue to reflect an assessment base change effective January 1,2001 (2)Adjusted by the Department of Revenue to reflect an assessment base change effective January 1,2005. (3)Adjusted by the Department of Revenue to reflect an assessment base change effective January 1, 2011. Rev-1508 EX+(08-12) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF RET PERSONAL PROPERTY INHERITANCE TAXAXRETURNRN RESIDENT DECEDENT ESTATE OF FILE NUMBER Watkins, Frances M. 21-14-1021 Include the proceeds of litigation and the dale the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Cash on hand 400.00 2 1996 Oldsmobile Ciera SL Wagon Sedan 1,991.00 3 Household goods taken in kind 1,000.00 TOTAL(Also enter on Line 5, Recapitulation) 3,391.00 (If more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev.08-12) Kelley Blue Book Page 1 of 2 If��t Kelley Blue Book The Trusted Resource' J. .aY' �+,•. - :< r CHEVROLET '�h,, .4.`SIr4'ACvc!i3!.}.s�•� �9.�'•'s?�e .. .. >.....,..... Advertisement Why ads? Trade in to a Dealer 1996 Oldsmobile Ciera Pricing Report Trade-inValue $1,991 Style:SL Wagon Q "s Mileage:39,009 ' $` tom.• �k;�x#�J- Vehicle Highlights k.u; Fuel Economy: Max Seating:8 Trade-in Values valid for your area through 10/23/2014 City 18/Hwy 26/Comb 21 MPG Good Condition Doors:4 Engine:V6,3.1 Liter Drivetrain:FWD Transmission.Automatic EPA Class:Midsize Station Wagons Body Style:Wagon Country of Origin:United States Country of Assembly:United States Your Configured Options Our pre-selected options,based on typical equipment for this car. J Options that you added while configuring this car. Engine Comfort and Convenience Wheels and Tires V6,3.1 Liter Air Conditioning Steel Wheels Transmission Power Windows Automatic Power Door Locks Drivetrain Cruise Control FWD Steering Power Steering Tilt Wheel Entertainment and Instrumentation AM/FM Stereo Cassette I Glossary of Terms Tip: Kelley Blue Book@ Trade-in Value-This is the amount you can expect to receive when you trade in your car to a dealer.This value is determined based on the style,condition,mileage and options It's crucial to know your car's indicated. true condition when you sell it, Trade-In Range-The Trade-In Range is Kelley Blue Book's estimate of what you can reasonably expect so that you can price it to receive this week based on the style,condition,mileage and options of your vehicle when you trade it appropriately,Consider having in to a dealer.However,every dealer is different and values are not guaranteed. your mechanic give you an objective report. Kelley Blue Book@ Private Party Value-This is the starting point for negotiation of a used-car sale between a private buyer and seller,This is an"as W'value that does not include any warranties.The final price depends on the car's actual condition and local market factors. Rev-1509 EX+(01-10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Watkins, Frances M. 21-14-1021 If an asset was made joint within one year of the decedent's date of death,it must be reported on schedule G. SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT A. Nancy W. Dyson 8 Hill Drive Daughter Carlisle, PA 17013 B. C. JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE INTEREST NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR VALUEOFASSET INTEREST TENANT JOINT JOINTLY-HELD REAL ESTATE. 1 A 11/03/2012 Citizens Bank,Circle Gold Checking With 204,456.96 50.000% 102,228.48 Interest Account No.764-7 2 A 11/03/2012 Citizens Bank, Circle Gold Checking With 14,497.59 50.000% 7,248.80 Interest Account No.765-5 TOTAL(Also enter on Line 6, Recapitulation) 109,477.28 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule F(Rev.01-10) at . n Bank - Account Number 6235807647 Account Title FRANCES M WATKINS / NANCY W DYSON Date Opened 11/3/2012 Account Type Checking Principal Balance as of DOD $204456.96 Interest from Last Posting to DOD $ .34 Account Balance as of DOD $204457.30 YTD Interest to DOD $19.87 BUREAU OF INDIVIDUAL TAXES Pennsylvania Inheritance Tax pennsyLvania PO BOX 280601 y HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE -- I REY-1543 E%DocE%EC (08-121 And Taxpayer Response R ,�rpRpED OF '1` I kF FILE N0.21 ACN 14164891 ': S•TE R O F W,I*L,L;S DATE 12-01-2014 7015 -PPR 27 PM 1 18 Type of Account CLERK OF Estate of FRANCES M WATKINS Savings SSN X Checking O R_P>:H,A ty S C O L!hT Date of Death 08-15-2014 Trust 27NCIRCLEYDRN G' E.RI t,S { � County CUMBERLAND Certificate CARLISLE PA 17015-8894 FILE COPY CITIZENS BANK OF PENNSYLVANIA provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Account No. 6235807647 Remit Payment and Forms to: Date Established 11-03-2012 REGISTER OF WILLS Account Balance $204,457.30 1 COURTHOUSE SQUARE Percent Taxable X 50 CARLISLE PA 17013 Amount Subject to Tax $102,228.65 Tax Rate X 0.150 Potential Tax Due $ 15,334.30 NOTE*: If tax payments are made within three months of the decedent's date of death, deduct a 5 percent discount on the tax With 5% Discount(Tax x 0.95) $(see NOTE*) due. Any inheritance tax due will become delinquent nine months after the date of death. PART Step 1 : Please check the appropriate boxes below. 1 A F—]No tax is due. 1 am the spouse of the deceased or I am the parent of a decedent who was 21 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. B The information is The above information is correct, no deductions are being taken, and payment will be sent correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. C The tax rate is incorrect. 4.5% 1 am a lineal beneficiary(parent,child,grandchild, etc.) of the deceased. (Select correct tax rate at right,and complete Part F—] 12% 1 am a sibling of the deceased. 3 on reverse.) F] 15% All other relationships (including none). D Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. Complete Part 2 and part 3 as appropriate on the back of this form. E ®Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax inheritance tax form Return filed by the estate representative. REV-1500. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. YK, C-t- y,g i izens Bank " Account Number 6235807655 Account Title FRANCES M WATKINS / NANCY W DYSON .-Date Opened 11/3/2012 AccountType .,Checking Principal Balance as of DOD $14497.59 Interest from Last Posting to DOD $ .02 Account Balance as of DOD $14497.61 YTD Interest to DOD $2.04 BUREAU OF INDIVIDUAL TAXES Pennsylvania Inheritance Tax pennsyLvania PO BOX 280601 DEPARTMENT OF REVENUE HARRISBURG PA 17128-0601 Information Notice T. REV-1543EID-EXECCO.-Ill And Taxpayer Response FILE NO.21 ACN 14164892 RDED 0-F G,"EDF'i DATE 12-01-2014 7015 oPR 27 P-11 1 18 Type of Account Estate ofFRANCES KAVVATKNS Savings CLERK 0F SSN2O1' Checking Dm�$ 08'15'2014 _ TrustO'` — ~�` ~ ` CouNANCY W DYSON ntyCUN8ERLAND |—lOarb8cote 27 CIRCLE DR `��RET`[tjvn (,.,O ' CARLISLE PA 17015-8894 FILE COPY CITIZENS BANK OF PENNSYLVANIA provided,the the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Account No.6235807655 Remit Payment and Forms to: Date Established 11-03-2012 REGISTER OF WILLS Account Balance $14,497.61 1 COURTHOUSE SQUARE Percent Taxable x 50 CARLISLE PA 17013 Amount Subject to Tax $7,248.81 Tax Rate X0.150 NOTE*: If t—'payments p� ntsanemadnvithin1hneomonthoofdho Potential Tax Due decedent's date ddeath,deduct a5percent discount onthe tax With 5%Discount (Tax xO.95) due. Any inheritance tax due will become delinquent nine months after the date ofdeath. ` PART Step 1 : Please check the appropriate boxes below. A |[: ]No taxis due. Iamnthe spouse ofthe deceased orI amnthe parent ofa decedent Vxhovvas -- 21 years old oryounger atdate Of death. Proceed 8nStep 2onreverse. Donot check any other boxes and disregard the amount shown above auPotential Tax Due. B [—�The informodonio The abovoin|ormudoniscorrect, nodeduuhonaare being taken,and payment wiUbesent ��correct. with my ponuo. Proceed toStep 2onreverse. Donot check any other boxes. C ��The tax o � �keieincorreoi [—] 4�54.5% | amolineal beneficiary(punan\.child,grandchild,o!ojofthe deceased. L_] —� (Select correct tax rate at right, and complete Part 12% |omasibling ofthe deceased. 3onreverso.) El 15% All other relationships (including none). D | |Chang000rdoductiono The information above iuiouone��an�ordebts and deductions were pa�. ��|iotod. Complete Part 2and parl3aaappropriate onthe back o/this form. E Zinheritance Anne\vv0borepo�edon Thnebove'idonhfiedaone1haobeonorwiUbampn�edund\axpaidwi\hthePA |nhoritonuaTax tax form Return filed by the en\aka representative. REV-15OU. | Proceed AnStep 2mnreverse. Donot check any other boxes. | Please sign and date the back cdthe form when finished. REV-1511 EX+(08.13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Watkins, Frances M. 21-14-1021 Decedent's debts must be reported on Schedule 1. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 10,426.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Nancy W. Dyson Street Address 8 Hill Road city Carlisle State PA zio 17013 Year(s)Commission Paid Waived 2. Attorney's Fees Salzmann Hughes, P.C. 4,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State ZiD RelationshiD of Claimant to Decedent 4. Probate Fees 395.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 5,571.06 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 20,392.56 Copyright(c)2013 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.08-13) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Watkins, Frances M. 21-14-1021 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Cemetery Plot 2,500.00 2 Cemetery Vault 1,563.00 3 Grave Opening/Closing 1,000.00 4 Gravemarker and Flowers 1,700.00 5 Nancy W. Dyson-payment to Hollinger Funeral Home&Crematory, Inc.for services 1,940.00 6 Nancy W. Dyson-payment for funeral luncheon 228.00 7 Nancy W. Dyson -payment for cremation Urn 1,495.00 H-A 10,426.00 Other Administrative Costs 8 Division of Vital Records-death certificate ordered 9.00 9 Nancy W. Dyson -reimbursement for mileage paid for administrative travel (257 days x 35 2,113.82 miles per day x 23.5=$2113.82) 10 Nancy W. Dyson-paid seven months of PPL electric bills 559.30 11 Nancy W. Dyson-paid seven months of Sadler oil bills 1.679.00 12 Nancy W. Dyson -paid seven months of sewer bills 393.55 13 Salzmann Hughes, P.C.-reimbursement for payment to Cumberland Law Journal for legal 75.00 advertising Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Watkins, Frances M. 21-14-1021 ITEM NUMBER DESCRIPTION AMOUNT 14 Salzmann Hughes, P.C.-closing costs and final fees for income tax preparation,recording 500.00 Deed, postage and miscellaneous contingencies in order to administer the estate 15 The Sentinel-Legal -legal advertising 241.39 H-B7 5,571.06 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) Rev-1512 EX+(12-12) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENT OFMORTGAGE LIABILITIES AND LIENS RET INHERITANCE TAXAXRETURRNN RESIDENT DECEDENT ESTATE OF FILE NUMBER Watkins, Frances M. 21-14-1021 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Nancy W.Dyson -paid Discover Card balance due on account 1,879.77 2 Nancy W. Dyson -paid Sadler Oil bill 342.00 3 Nancy W. Dyson -paid sewer bill 78.71 4 Nancy W. Dyson-paid PPL electric bill 69.99 5 Nancy W. Dyson -paid PPL electric bill 77,91 6 Nancy W. Dyson -paid Sadler Oil bill 493.00 7 Nancy W. Dyson-paid VISA balance due on account 2,169.20 8 Nancy W. Dyson-paid garbage bill 245.00 TOTAL(Also enter on Line 10,Recapitulation) 5,355.58 (If more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule 1(Rev. 12-12) REV-1513 EX+(01-10) pennsyovanEa E SCHEDULE J DEPARTMENTINHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Watkins, Frances M. 21-14-1021 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$) 0 Not List T st e I� TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116(a)(1.2)) 1 Nancy W. Dyson Daughter Entire Estate 8 Hill Drive Carlisle, PA 17013 Total Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appiopriate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10) C= rn C-D OD LAST WILL AND firt-ESTAMENT . CZ) 1, FRANCES INI. NVATKINS, of Middlesex Tovmship, Cumberland (Azwltyp (p Pennsylvania, being of sound mind, disposing memory and full legal a-e. do hereby make. publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. ONE. I direct my Executor or Executrix, as the case may be, to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. Furthermore, I direct that all state, inheritance, succession and other death taxes in-posed or payable by reason of my death and interest and penalties thereon with respect to all property cornposing of my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid by the Executor or Executrix of my estate. Further, to the extent that sufficient assets exist in my estate, any and all inheritance or other estate taxes, whether to non-charitable or charitable beneficiaries, shall be paid by my Executor or Executrix from the residuary of my estate prior to distribution and no part of the taxes paid shall be prorated or apportioned among the persons or beneficiaries receiving the taxable property regardless of tax rate applicable by law to each such persons or beneficiaries. TWO. My Executor or Executrix may, at his or her discretion, compromise claims, borrow money, retain property for such length of time as lie or she may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as he or she may deem proper; and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. I authorize and empower my Executor or Executrix to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if My Executor or Executrix is authorized and empowered to crigage in any business in which I n-tay be engaged at iny death, for such period of Z.7 time after my death as seems expedient to said Executor or Executrix. THREE. I uive, devise and bequeath all of ii-iy estate of whatever nature and wherever situate to rny daughter, NANCY W. DYSON, per stirpes, which provides that the child or children of any deceased beneficiary shall take the share their parent would have taken if living. FOUR. If, under any of the provisions of this Will, any principal becomes vested in a minor, my Executor or Executrix, as the case may be, including any administrator c.t.a., shall 1D have the discretion either to pay over such principal or any part thereof to any parent of such minor, any guardian of the person or estate of such minor, or any person with whom such minor resides, or to retain the same as trustee of a power in trust for the benefit of such minor during his or her minority. Any of the principal thus retained, and any of the income therefrom, including the whole thereof, may be paid to or applied for the benefit of such minor from time to tune III the discretion of the trustee of such power. When such minor reaches majority, the funds so held shall be paid over to such person, or, if lie or she shall sooner die, to his or her legal representatives. In so holding any principal or income for any minor, the trustee of such power shall have all the rights, powers, duties and discretions confer-red or imposed upon my fiduciaries acting under this Will. I further direct that no bond shall be required from any person receiving a payment hereunder and receipt from such person shall be a full discharge to the trustee of such power who shall not be bound to see to the application or use of such payment. The trustee of such power shall be entitled to conimissions at the rates and in the manner payable to a testamentary trustee. 2 FIVE. I hereby nominate and appoint NANCY tib', DYSON. to be the Executrix of this my Last Will and Testament. In the event she has predeceased me, failed to qualify or is not able or does not serve for whatever reason, I then appoint JACK IAN DYSON, to be the substitute Executor of this my Last Will and Testament, whereby the said substitute personal representatives shall have the same powers as are 0 given to the original Executrix hereunder. SIX. No person(s) shall benefit hereunder unless such beneficiary shall survive me by sixty(60) days. SEVEN. No Executrix, Executor or Guardian acting hereunder shall be required to post bond or enter security in this or any other jurisdiction. EIGHT. No beneficiary may assign, anticipate or pledge his or her interest in any C� income or principal held or distributable hereunder, and no beneficiary's creditors may levy, attach or otherwise reach any such interest. NINE. If any person or institution entitled to share in any distribution under the terms of this my Last Will and Testament becomes an adverse party in any proceeding to contest the probate of this Last Will and Testament, such person or institution shall forfeit his, her or its entire interest inherited hereunder and all provisions in favor of such person or institution shall be declared void and of no effect. The share of such person or institution so forfeited shall be distributed as part of the residue hereof except that if such person or institution is entitled to share in the said residue, that interest shall be distributed proportionately to the other residuary distributees. 3 IN WITNESS WHEREOF. I have hereunto set my hand and seal this- day of 2012. (SEAL) FRANCES N11. WATIONS Signed, sealed, published and declared by the above-named person as and for a Last Will and Testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribinc, witnesses. 4 ACKNOWLEDGE ILgT AND AFFIDAVIT WE, FRANCES lI. WATKINS, PATRICIA R. BRONN'N and Z0.r+ the testatrix and itnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn. do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will, and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the -witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. h-• FRANCES M. WATKINS PATRICIA R. BROWN WITNESS COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by FRANCES IM. WATK.INS, the testatrix herein and subscribed and sworn to before me by PATRICIA R. BROWN and y-z.cinnc:- �y\ _ ��,r c .lr�^ , witnesses, this,)I' day of �1 2012. COMMONWEALTH of PENNSYLVAP41A Notarial Seal Bonnie 7o Deitch,Notary public Silver Spring Twp.,Cumberland County —— — ———` My Commission Expires Sept 25,2013 Notary ob1ie Member,Pennsvtvania Association of Notaries 5