HomeMy WebLinkAbout01-0292
Estate of Ellen Marie Coggins
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
No. Jj-Ol- o"q~
To:
Register of Wills for the
. Deceased. County of Cumberland in the
Social Security No. 198-22-9037 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 or
in the last will of the above decedent, dated February 3
and codicil(s) dated NONE
named
,19.9.8.--
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at 4 0 E. Trindle Rd.
(list street, number and muncipality)
Decenden~ then 72 years of age, died March') ,ft ?001 ,
M Holy ~pirit Hospital
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: NONE
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:
tso. 00'0. 00
$
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.La.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } S8
COUNTY OF Cumberland
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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affirmed and
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No. ,^I-O(- 0 ~q;l
Estate of
Ellen Marie Coggins
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW m A r.:? eli' J ~ JA' 2{)0 I 'd' f h . .
___ ''- LP ,J_, n consl eratlOn 0 t e petitIOn on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated February 3, 1998
described therein be admitted to probate and filed of record as the last will of
Ellen Marie Coggins
and Letters Testamentary
are hereby granted to Joseph E. Coggins
JIYlWf c. ~
Register of Wills
FEES
Probate, Letters, Etc. ......... $ a3S.oo
~~::~~~~es(5) .......... $ ~5.00
................ $ Id.DO
~$ ~.OO
TOTAL _ $2..l.lLJLO
Filed ~ mSR.eil:. /IP.I.~OJ........
t..Q..u..:.. 1:: vJi~
Debra K. Wallet, Esq. (23989)
ATIORNEY (Sup. Ct. 1.0. No.)
24 N. 32nd St., Camp Hill, FA 17011
ADDRESS
(717) 737-1300
PHONE
If) IJ / /E/) TO II/TV.
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-
1105.805 REV 9/86
This is to certify that the information here given is correctly copied from an original certificate of deatll (U'~ f'l7ec' Wln me 85
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for 'permanent felm!.'.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
7285424
Fee for this certificate, $2.00
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Date
No.
H101.143Rev.2M7
COMMONWEALTH OF PENNSYLl/ANIA . DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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IUQ(-
_0# DECEDENT ifni. _.l.oIIl
SEll
remale
SWEFlLE_
socw.llECUfITV NUMBER
s198 -22
ME 0# oeRH (IoIonlIl. Ooy. ....,
March 5. 2001
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iiiATHP\.ACE lC4v ...
SIaIe or Foregn Countryl
P\.ACE 0# DEATH (OMldl criy one - ... ~ on oINr"
HOSl'ITAL' OTHER'
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Harrisburg, P A
White
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Cumberland _? .Hoo :::..."':.".:::'..
MOTHER'S NAME (Fir1I. MidCII:."..... SutIWM)
11. Mary A. Smith
INFORMANT'S """",NG ADOAESS lSlr.... c..,n,.n. - ~~
101 Arbolado Or. Walnut Creek. CA 94598
Pl.ACEO# 0i8l'0SIT1ON. _"ComoIOIY. ~ LOCRION'~ _,ZIpCodl
"Odlor _
MNlITAL swus'........
NwM' UWriecl, wtdowtd.
--
.. Never Married
....119 ,...__.. Hampden
SUAVMNG Sl'OUSE
(I-.ll"O--
4905 E. frindle Road
.L Mechanlcsbur PA 17055
_'SNAMEl"'''-'l.oIIl
State Gov.
DECEOEHT'S
ACTUAl.
AE$IOENCE
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Harrisburg. P,.17103
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..... CASE REFERRED 10 \IEOICAI.
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LAST WILL AND TESTAMENT
OF
ELLEN MARIE COGGINS
I, ELLEN MARIE COGGINS, of Dauphin County, Pennsylvania, being of sound and
disposing mind, memory, and understanding, do hereby make, publish, and declare this to be
my Last Will and Testament and hereby revoke all other Wills and Codicils, if any, that I
have made.
FIRST: All of my Estate, of whatever nature and wherever situate, I give, devise,
and bequeath to my beloved brother, JOSEPH E. COGGINS, of Walnut Creek, California,
so long as he shall survive me by thirty (30) day. In the event that my brother fails to
survive me by thirty (30) days, then I give all of my Estate to my brother's wife,
ELIZABETH (BETTY) COGGINS, of Walnut Creek, California, so long as she shall
survive me by thirty (30) days. In the event that neither my brother nor his wife shall
survive me by thirty (30) days, but they leave surviving children, then these children shall
take, per stirpes, the share to which my brother or sister-in-law would have been entitled if
then living.
SECOND: All interests of any beneficiary in the income or principal of this Estate,
while undistributed and in the possession of my Executor, even though vested and
distributable, shall not be subject to attachment, execution or sequestration for any debt,
contract, obligation or liability of any beneficiary and, furthermore, shall not be subject to
pledge, assignment, conveyance, or anticipation.
THIRD: All inheritance, estate, and succession taxes (including interest and any
penalties thereon) payable by reason of my death shall be paid out of and be charged
generally against the principal of my residuary estate without reimbursement from any
person.
FOURTH: I nominate, constitute, and appoint my brother, JOSEPH E. COGGINS,
as Executor of this, my Last Will and Testament. In the event of the renunciation, death,
resignation, or inability of my brother to act for whatever reason in this capacity, then I
nominate, constitute, and appoint my aunt, MARTHA JANE SMITH, of Camp Hill,
Pennsylvania, as Executrix of this, my Last Will and Testament. I direct that no
representative named above shall be required to post security for the faithful performance of
his/her duties in any jurisdiction insofar as I am able by law to relieve him/her of such
obligation. Any of my representatives shall be entitled to reasonable compensation for the
performance of the duties set forth here.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this:i1'day of
~ ' 1998, on this, the second of two typewritten pages. I have also signed the
left-hand margin of the first page for purposes of identification only.
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SIGNED, PUBLISHED, and DECLARED by the Testatrix, ELLEN MARIE
COGGINS, as her Last Will and Testament, in the presence of us, who at her request, in her
presence, and in the presence of each other, have hereunto subscribed our names as
witnesses.
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AFFIDAVIT
Commonwealth of Pennsylvania
County of ~(A" lcuJcl,
We, Debra K. Wallet and ~""'c.. :rAlLl~_ S"'"..~
, the witnesses
whose names are signed to the attached instrument, being duly qualified according to law,
depose and say that we were present and saw the Testatrix sign and execute the instrument as
her Last Will and Testament; that ELLEN MARIE COGGINS executed it as her free and
voluntary act for the purposes therein expressed; that each of us in the hearing and sight of
the Testatrix signed the Will as witnesses; and that, to the best of our knowledge, the
Testatrix was at that time 18 years of age or older, of sound mind, and under no constraint
or undue influence.
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Sworn or affirmed to and subscribed to before me by D ~ nY"O.. ~. I..l.XlJ let-
and ffirLr-t1--o.. ~, s""',!.h . witnesses. this '6rS day of Pebn..to.<1j . 1998.
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",.,' .l( ""it'(. County
,,: .~ 7 2001
. .
ACKNOWLEDGMENT
Commonwealth of Pennsylvania
County of ~Vif\/i,~c.L
I, ELLEN MARIE COGGINS, Testatrix, whose name is signed to the attached
instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will and Testament; that I signed it willingly;
and that I signed it as my free and voluntary act for the purposes therein expressed.
t~_~~
aLEN M COG IN
Sworn or affirmed to and subscribed before me by ELLEN MARIE COGGINS, the
1cl ~
Testatrix, this ~ day of W\A.().fL-\ ' 1998.
~~~
N Public -
notanal Seal
"i" Notary Public
C;.,'",. '3-y" Cunlberland County
My 'J .:. ,;,s,~.,. ~'d\;Jl!eS Aug. 27 2001
.,
PHONE: (717) 737-1300
Mary C. Lewis, Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Dear Ms. Lewis:
.Law DfflcEj. of
DEBRA K. WALLET
24 N. 32nd STREET
CAMP HILL, PA 17011-2917
Email: Walletdeb@aol.com
FAX: (717) 761-5319
May 29,2001
Re: Estate of Ellen Marie Coggins
File No: 2001-00292
Date of Death: 03/05/01
Letters Granted: 03/16/01
Enclosed is a check for $6,800 made payable to "Register of Wills, Agent." This
check represents a prepayment of the Pennsylvania Inheritance Tax Return for the above-
referenced Estate.
Should you have any questions, please do not hesitate to call.
.
DKW/mml
Enc.
cc: Joseph E. Coggins, Executor
Sincerely yours,
~~~W~
Debra K. Wallet
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DEBRA K. WALLET
CERTIFIED COpy
24 N. 32nd Street
Camp Hill, PA 17011
Teleohone (717) 737-1300
ATTORNEY FOR
<=------~..
BEFORE THE REGISTER OF WILLS,
CUMBERLAND COUNTY, PENNSYL VANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Ellen Marie Coggins
Date of Death: March 5,2001
Will No. 2001-00292
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
June 6, 2001.
Name
Address
Joseph E. Coggins
101 Arbolado Drive
Walnut Creek, CA 94598
Elizabeth (Betty) Coggins
"
101 Arbolado Drive
Walnut Creek, CA 94598
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None
Date: June 6, 2001
\..O.(AAA. t . LJ~
Debra K. Wallet, Esquire
24 N. 32nd Street
Camp Hill, PA 17011
(717) 737-1300
Counsel for personal representative
REV.1SOOEX (s.ooj
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 260601
HARRISBURG, PA 17126-0601
REV-1500
OFFICIAL USE ONLY
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
FILE NUMBER
2 1 _0 1
o 2 9 2
COUNTY CODE
YEAR
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DECEOENTS NAME (lAST, FIRST, AND MIDDLE INITIAL)
Coggins, Ellen Marie
DATE OF DEATH (MM-DO-YEAR)
03-05-2001
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
SOCIAL SECURITY NUMBER
198 - 22
9037
DATE OF BIRTH (MM-DD- YEAR)
04-05-1928
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
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[!I 1. Original Return
D 4. limited Estate
[i] 6. Decedent Died Testate (Alt<lch copyofW~I)
D 9. Litigation Proceeds Received
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NAME
Debra K. Wallet, Esq.
FIRM NAME (II Applicable)
COMPLETE MAILING ADDRESS
24 N. 32nd Street
Camp Hill, PA 17011
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale otdealh aIler 12.12-82)
D 7. Decedent Maintained a Living Trust (AllachcopyofTrusl)
D 10. Spousal Poverty C~dil (dale of dealh tMItween 12.31-91 and 1.1.95)
!iJ:O ~ t'.QNO
o 3. Remainder Return (date of dealh priorlo 12.13-82}
D 5. Federal Estate Tax Return Required
-.0.. 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) {Alt<lchSch0)
TELEPHONE NUMBER
(717 737-1300
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(1) OFFICIAL USE ONLY
(2) 1.943.64
(3) OC; d ::0
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(4) n- :l,: -
102,597.13 (I,' c:::l
(5) c-:J
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(6) 0
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(7) W
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(8) 104.540.77
(9) 15,017.25
(10) 7.668.86
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Properly
(Schedule E)
6. Jointly Owned Properly (Schedule F)
o Separate Billing Requested
7. Inter-Vrvos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, 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)
(11) 22,686.11
(12) Rl ,R'i4 nn
(13) 0.00
(14) 81,854.66
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x.O_ (15)
x.O_ (16)
x .12 (17) 9,822.56
x .15 (18)
(19) 9,822.56
16. Amount of Line 14 taxable at lineal rate
17. Amount of Une 14 taxable at sibling rate
81,854.66
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
, ~~:_~,~~ill;'~;,~~
iIj eHECK: r.lA
Decedent's Complete Address:
STREET ADDRESS
4905 E. Trindle Road
CITY , Mechanicsburg I STATE PA I ZIP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
9.822.56
6.800.00
340.00
Total Credits ( A + 8 + C ) (2)
7,140.00
3. InteresVPenally if applicable
D.lnteresl
E. Penally
TotallnteresVPenally ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a nefund (4)
A. Enter the interest on the tax due.
(5)
(SA)
2,682.56
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
2,682.56
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PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
o [Xl
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN.
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;..................... ................. ................... .. .............
b. retain the right to designate who shall use the property transferred or its income;
c. retain a reversionary interest; or.................................................................... .................................................
d. receive the promise for life of either payments, benefits or care? ......................................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ..............................................................................................................
3. Did decedent own an. nin trust for" or payable upon death bank account or security at his or her death? ..............
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ......................................... .....................................................................
Ves
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Under penalties of pe~ury. I declare that 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 01 preparer other lhan the personal representative is based on all informalion of which preparer has any knowledge
FOR FILING RETURN
I
ADD S
lor Arbolado Drive, Walnut Creek, CA 94598
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
.oWl' 't 1.1. u...y
ADDRESS
24 N. 32nd Street, Camp Hill, PA 17011
r:.:I.~::'l~:r.:,~~'::~:.~~;7:;'>~~;':;"2:.' ..,~~'~~~'"':",~{"~"f'''t1~A.~~--~:ilJi':~~~~~~~~~~~I:',;t,:;~~~~~.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of iransfers to or for the use of the sUlViving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)].
DATE
lll:~olo I
For dates of death on or after January 1, 1995, the lax 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) (ii)].
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
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. 99116(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%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(I)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)J. 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"~3EX'I'."*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
R ! NT N
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Coaains Ellen Marie
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
21 01
0292
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
1,325.86
16 Savings Bonds
(see attached sheet)
2.
10 Shares of General Motors Stock
($53.00 x 10)
530.00
3.
6 Shares of Delphi Automotive Systems Stock
($14.63 x 6)
87.78
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1,943.64
Inventory 1
Accrual Bonds
Redemption Date: 3/2001
Issue Yield Next Final
Serial Number Denom. Series Date Value Interest To Date Accrual Maturity
Cl12133136EE $100 EE 3/1986 $127.32 $77.32 6.33% 9/2001 3/2016
Cl18771433EE $100 EE 12/1986 $110.88 $60.88 5.77% 6/2001 12/2016
C132027857EE $100 EE 4/1987 $107.92 $57.92 5.78% 4/2001 4/2017
C131997738EE $100 EE 12/1987 $105.76 $55.76 5.85% 6/2001 12/2017
L263811118EE $50 EE 4/1986 $62.42 $37.42 6.41% 4/2001 4/2016
L263840735EE $50 EE 6/1986 $62.42 $37.42 6.41% 6/2001 6/2016
L263788458EE $50 EE 3/1986 $63.66 $38.66 6.33% 9/2001 3/2016
L263796100EE $50 EE 4/1986 $62.42 $37.42 6.41% 4/2001 4/2016
L227229230EE $50 EE 2/1986 $63.66 $38.66 6.33% 8/2001 2/2016
L263781025EE $50 EE 3/1986 $63.66 $38.66 6.33% 9/2001 3/2016
L263818623EE $50 EE 5/1986 $62.42 $37.42 6.41% 5/2001 5/2016
L263826188EE $50 EE 5/1986 $62.42 $37.42 6.41% 5/2001 5/2016
L144844014EE
$50 EE 8/1983 $75.82 $50.82 6.44% 8/2001 8/2013
L58466412EE $50 EE 6/1981 $96 . 92 $71.92 7.07% 6/2001 6/2011
L48171012EE $50 EE 4/1981 $101. 24 $76.24 7.30% 4/2001 4/2011
L48178501EE $50 EE 5/1981 $96.92 $71.92 7.07% 5/2001 5/2011
1 = Not eligible for payment (purchase price) 2 = Matured (exchangeable for HH) 3 = Matured (not exchangeable)
. = Possibly eligible for U.S. Savings Bond Education Benefit Program.
See footnotes on Inventory Summary page.
1
Inventory 1
Inventory Summary
Redemption Date: 3/2001
Number Inventory Redemption
of Bonds Value Value Interest
Accrual Bonds
Pre-January 1990 Issue Dates: 16 $1,325.86 $1,325.86 $825.86
January 1.990 and Later Issue Dates: 0 $0.00 $0.00 $0.00 .
16 $1,325.86 $1,325.86 $825.86
Current Income Bonds 0 $0.00 $0.00 $0.00
Inventory Totals 16 $1,325.86 $1,325.86 $825.86
Footnotes
* Proceeds from Series EE & I Savings Bonds with issue dates beginning January 1990
may be eligible for special tax exemption when used for post-secondary education.
For further information concerning the benefits and restrictions that apply,
please contact the Internal Revenue Service.
1 These bonds are not eligible for payment within 6 months of their issue date.
2 These bonds have reached final maturity and will earn no additional interest.
They can be exchanged for HH Bonds within a year of their final maturity date.
3 These bonds have reached final maturity and will earn no additional interest.
They are not eligible for exchange for Series HH Bonds since they have been held
over a year past their final maturity date.
2
"","'''''I''WI,*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Coaains Ellen Marie
FILE NUMBER
21 01
0292
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
PNC Bank
4242 Carlisle Pike, Camp Hill, P A 17011
checking account #50-0560-8800
2. PSECU
P.O. Box 67013, Harrisburg, PA 17106
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
Share # 1
Share #4
5 $50 American Express Travelers Checks
1989 Toyota Camry Sedan
(poor condition, based on Blue Book value)
Furniture at Nursing Home (including bed, chest of drawers, hutch, chairs)
Cash in possession of Decedent
General Motors Dividends
Delphi Automotive Dividends
Commonwealth of PA, Bureau of Unclaimed Property
Refunds (Patriot News $6.75; Symphony Health Service $27.70; Country Meadows $331.53;
Comcast Cable $3.58; Metro Corp $11.25; Bon Appetit Magazine $13.33; PEBTF $97.07)
1998 Federal Tax Refund
Economic Growth & Tax Relief Reconciliation Act Refund
Estimated Proceeds from the Estate of John Coggins
VALUE AT DATE
OF DEATH
1,050.40
67,865.51
4,475.86
250.00
1,965.00
3,000.00
145.00
50.00
3.36
175.48
491.21
2,826.13
299.18
20,000.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
102597.13
REV.1511EX+(1-97)
'*
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Coaains Ellen Marie
21
01
0292
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Gilbert L. Dailey Funeral Home, Inc. 5,680.00
650 S. 28th Street
Harrisburg, P A 17103
2. Funeral Luncheon 284.51
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Numbe~s) I EIN Number of Personal Representative{s}
Street Address
City State Zip
Yea~s) Commission Paid:
2. Attorney Fees - Debra K. Wallet, Esq. 3,500.00
3. Family Exemption: (lfdecedenfs address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 362.00
5. Accountant's Fees - Waggoner, Frutiger & Daub 325.00
6. Tax Return Preparer's Fees
7. Vital Records (death certificates) 6.00
8. Postage, photocopies, mileage, telephone incurred by Attorney 100.00
9. Postage, photocopies, mileage, telephone incurred by Executor 150.22
10. Travel costs of Executor from California to Pennsylvania and back 1,597.98
II. Smart Move Makers (movers to transport personal effects from PA to CA) 3,011.54
TOTAL (Also enter on line 9, Recapitulation) $ 15017.25
(If more space is needed, insert additional sheets of the same size)
'".,"""',.,"*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
FILE NUMBER
Coaains Ellen Marie
21
01
0292
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Central Medical Equipment (wheelchair rental)
179.48
2.
Zlotoff, Gilfert & Gold
70.52
3.
Verizon (telephone)
17.99
4.
AT&T (telephone)
24.59
5.
Capital Area Temporary Service (nursing services)
255.00
6.
State Employees' Retirement System (overpayment of retirement benefits)
2,020.15
7.
First Union Visa
898.89
8.
2000 Federal Income Tax
4,168.00
9.
Geico Car Insurance
34.24
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
7 668.86
",."",,.,...".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
r.nnnin~ EII"n M"rl" 21 01 0292
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1- Joseph E. Coggins brother 100%
10 1 Arbolado Drive
Walnut Creek. CA 94598
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
'k
~
'J
~
{
LAST WILL AND TESTAMENT
OF
ELLEN MARIE COGGINS
1, ELLEN MARIE COGGINS, of Dauphin County, Pennsylvania, being of sound and
disposing mind, memory, and understanding, do hereby make, publish, and declare this to be
my Last Will and Testament and hereby revoke all other Wills and Codicils, if any, that I
have made.
FIRST: All of my Estate, of whatever nature and wherever situate, I give, devise,
and bequeath to my beloved brother, JOSEPH E. COGGINS, of Walnut Creek, California,
so long as he shall survive me by thirty (30) day. In the event that my brother fails to
survive me by thirty (30) days, then I give all of my Estate to my brother's wife,
ELIZABETH (BETTY) COGGINS, of Walnut Creek, California, so long as she shall
survive me by thirty (30) days. In the event that neither my brother nor his wife shall
survive me by thirty (30) days, but they leave surviving children, then these children shall
take, per stiroes, the share to which my brother or sister-in-law would have been entitled if
then living.
SECOND: All interests of any beneficiary in the income or principal of this Estate,
while undistributed and in the possession of my Executor. even though vested and
distributable, shall not be subject to attachment, execution or sequestration for any debt,
contract, obligation or liability of any beneficiary and, furthermore, shall not be subject to
pledge, assignment, conveyance, or anticipation.
THIRD: All inheritance, estate, and succession taxes (including interest and any
penalties thereon) payable by reason of my death shall be paid out of and be charged
generally against the principal of my residuary estate without reimbursement from any
person.
FOURTH: I nominate, constitute, and appoint my brother, JOSEPH E. COGGINS,
as Executor of this, my Last Will and Testament. In the event of the renunciation, death,
resignation, or inability of my brother to act for whatever reason in this capacity, then I
nominate, constitute, and appoint my aunt, MARTHA JANE SMITH, of Camp Hill,
Pennsylvania, as Executrix of this, my Last Will and Testament. I direct that no
representative named above shall be required to post security for the faithful performance of
his/her duties in any jurisdiction insofar as I am able by law to relieve him/her of such
obligation. Any of my representatives shall be entitled to reasonable compensation for the
performance of the duties set forth here.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this:l(day of
~ ' 1998, on this, the second of two typewritten pages. I have also signed the
left-hand margin of the fIrst page for purposes of identifIcation only.
~~~;i~gj~n{~J-~- J
SIGNED, PUBliSHED, and DECLARED by the Testatrix, ELLEN MARIE
COGGINS, as her Last Will and Testament, in the presence of us, who at her request, in her
presence, and in the presence of each other, have hereunto subscribed our names as
witnesses,
.J) UN. Ii. &J.....-.r
~ Attwv,',^-, 1t..
~"t..,".l"..........fA- i,..o5"oS"
u
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c1.....1~4/* ,.)i)/
AFFIDAVIT
Commonwealth of Pennsylvania
County of ~<.rluJ.c
We, Debra K. Wallet and 'MA.r'~,,- :r'nJ~ SMl'~
, the witnesses
whose names are signed to the attached instrument, being duly qualified according to law,
depose and say that we were present and saw the Testatrix sign and execute the instrument as
her Last Will and Testament; that ELLEN MARIE COGGINS executed it as her free and
voluntary act for the purposes therein expressed; that each of us in the hearing and sight of
the Testatrix signed the Will as witnesses; and that, to the best of our knowledge, the
Testatrix was at that time 18 years of age or older, of sound mind, and under no constraint
or undue influence.
\..C INv.. ~. Wo.M..Y
I'") 1
~h j7L)LJvLr:;-}/J
i' I" -
Sworn or affmned to and subscribed to before me by 1:) (' DY'"lA. \1--. I,:r; II e-\-
and ('fY-'r~'ro. ~N' ~; ~h , witnesses, this O~ day of Pe..bruo..rcj ,1998.
t"'"
~;;"'-'i
~'" ~ :~ ",,'
: :-2fl.1
":"" \i:12'Y P~bliC
:".,~, ,. )t; ':",r>(' ,,-,ounty
.j,t :n 2001
ACKNOWLEDGMENT
Commonwealth of Pennsylvania
County of t....-A:>ifl..,.,.c
I, ELLEN MARIE COGGINS, Testatrix, whose name is signed to the attached
instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will and Testament; that I signed it willingly;
and that I signed it as my free and voluntary act for the purposes therein expressed.
t1k a:TP' ~
ElLEN COGGIN
Sworn or affirmed to and subscribed before me by ELLEN MARIE COGGINS, the
ld k
Testatrix, this 2- day of Cb-v-.().rU ,1998.
.
~~~)
t ~otClna'r-Seal
;. 1 '1: ~:.,:: ;:?f Notary Public
C~,"'L '~i;' ~r)rc, Cumberland County
My ''':cc; "L~S'.;-; !:.'\pr!'es Aug. 27 2001
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
L
J
55:
being duly
Joseph E. Coggins
h his Executor
according to law, deposes and says t at e
of the Estate of Ellen Marie Coggins
late of _Me~~an~~_s~b~r~~______~_____ , Cumberland County, Pa., deceased and that the
within is an inventory made by .Tol':pph F. r.oge;inl': _, the said Executor
of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
51^TE. of:: CA u~.Q..rJ\ A ,
e.-o U (VII oP ~AA Co Si'A
Sworn and subscribed before me,
sworn
JAkie- M f"\Nl...T7^i NOlf'(L'1 P()~L[ c.. .w- cY'\J
I
DE'" .3~
i\ .~vL~
'I ""1'\"\($<,/0'" EX~
I
\v~LE ~_. '
Executor . In istrator
101 Arbolado Drive
Walnut Creek, CA
94598
~
Address
Date of Death
05
03
2001
Day
Month
Year
I.
2.
3.
4.
INSTRUCTIONS
An inventory must be filed within three months after appointment of personal representative.
A supplement inventory must be filed within thirty days of discovery of additional assets.
Additional sheets may be attached as to personalty or realty ~ Q
:::1,
See Article IV, Fiduciaries Act of 1949. 0- :::'
(1' "
d
-
:na'
<D (')
:(10
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"., C~I,
J------~---~-J
JANET M. MARTIN
-8 Commission # 1304046 z
~. Notary Public ~ California ~
Contra Costa County
My Comm. Expires May 10,2005
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~nventory of the real and personal estate of
Ellen Marie Coggins
deceased
1. 16 Series EE Savings Bonds
2. 10 Shares of General Motors Stock at $53/share
3. 6 Shares of Delphi Automotive Systems Stock at $14.63/share
4 . PNC Bank
4242 Carlisle Pk., Camp Hill, PA 17011
Checking account #50-0560-8800
5. PSECU
P.O. Box 67013, Harrisburg, PA 17106
Share ill
Share if4
6. 5 $50 American Express Travelers Checks
7. 1989 Toyota Camry Sedan (poor condition)
8. Furniture at Nursing Home (including bed, chest of drawers, hutch, chairs)
9. Cash in Possession of Decedent
10. General Motors Dividends
11. Delphi Automotive Dividends
12. Commonwealth of PA, Bureau of Unclaimed Property
13. Refunds from Patriot News, Symphony Health Service, Country Meadows,
Comcast Cable, Metro Corp., Bon Appetit Magazine and PEBTF
14. 1998 Federal Tax Refund
15. Economic Growth & Tax Relief Reconciliation Act Refund
16. Estimated Proceeds from the Estate of John Coggins
TOTAL
1,325 r 86
530 00
87 78
1,050 40
67,865 51
4,475 86
250 00
1,965 00
3,000 00
145 00
50 00
3 36
175 48
491 21
2,826 13
299 18
20,000 00
104,540 77
IN THE ORPHANS' COURT DIVISION
OF THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
EST A TE OF ELLEN MARIE COGGINS, DECEASED
No. 2001-00292
APPROVAL OF ACCOUNT, WAIVER, RECEIPT,
RELEASE, AND AGREEMENT OF INDEMNITY
n("~'
The circumstances leading up to the execution of this instrument ar~j~ foll~s:
"T1
". f"T1
1. Ellen Marie Coggins died on March 5, 2001, leaving a Will dattiPFebruary 3,
I:." --'
\0
1998, naming Joseph E. Coggins as Executor. P ;, :::g ,~(1
,", f"-v ,
"U c: . . (f) ()
2. Letters Testamentary were granted to Joseph E. Coggin~ the ~gister of~
Wills of Cumberland County on March 16, 2001.
3. It is the desire of the Coggins heirs that the Estate be distributed without the
formality of a court proceeding in order to save the expense, publicity, and delay incident to
such court proceeding, and the Executor is willing to make such distribution upon the
execution of this instrument.
4. An account of the administration of the Estate of Ellen Marie Coggins has been
prepared by the Executor. A copy is attached hereto as Exhibit A"
5. In consideration of the foregoing, each of the undersigned hereby:
A. Represents and warrants that he has read and understands this instrument
and that the facts set forth above are true and correct to the best of his knowledge, information
and belief;
-1-
B. Declares that he has examined the attached account of the administration of
the Estate and the attached schedule of distribution; that he finds them to be true and correct in
all particulars; that he accepts and approves them as if they had been duly filed, audited,
adjudicated and confirmed absolutely by the Orphans' Court Division of the Court of Common
Pleas of Cumberland County, and as if the amounts shown as distributable had been duly
awarded to him;
C. Waives the filing and auditing of the account of the administration of the
Estate in the Orphans' Court Division of the Court of Common Pleas of Cumberland County,
and agrees that the Orphans' Court Division of the Court of Common Pleas of Cumberland
County may by its decree confirm the account and approve the schedule of distribution;
D. Requests the Executor to make distribution of the principal and income in
accordance with the schedule of distribution, and effective upon delivery to him of the amounts
shown as respectively distributable, acknowledges receipt of such property;
E. Agrees to refund to the Executor any amount which may at any time be
determined to have been an erroneous distribution to him, regardless of the cause of such
erroneous distribution, even if attributable to negligence, and agrees that any period for the
limitation of actions for the collection of any erroneous distribution shall commence only at
such time as the Executor shall have obtained actual knowledge of such erroneous distribution
and that in no event shall the period for collection of any erroneous distribution be less than
two years after the actual discovery thereof;
F. Absolutely and irrevocably remises, releases, quitclaims and forever
discharges Joseph E. Coggins, individually and in his capacity as Executor, from any and all
-2-
actions, suits, payments, accounts, reckonings, liabilities, claims and demands relating in any
way to the administration of the Ellen Marie Coggins Estate;
G. Agrees to indemnify and hold harmless, to the extent of the funds received
by him/her hereunder, Joseph E. Coggins, individually and in his capacity as Executor, from
and against any and all claims, loss, liability or damage (including legal fees and costs in
connection therewith) which he may suffer or to which he may be subjected by reason of his
administration of the Estate, the settlement of his Executor's account and the distribution of the
assets of the Estate without having the formal approval of the Orphans' Court Division of the
Court of Common Pleas of Cumberland County, including, but not limited to, any liability for
any federal estate tax, Pennsylvania inheritance tax or any other death taxes, together with
interest and costs incidental thereto, relating in any way to the Estate; and
H. Declares it to be his intention that this instrument, consisting of three pages,
shall be governed by the law of Pennsylvania and shall be legally binding as an agreement
under seal upon him and upon his heirs, executors, administrators and assigns.
Executed on ~ ~
,2004.
.r.t~-=--
s ~p E. COGGIN
(Seal)
-3-
BEFORE THE REGISTER OF WILLS,
CUMBERLAND COUNTY, PENNSYLVANIA
No. 2001-00292
FIRST AND FINAL ACCOUNT OF
JOSEPH E. COGGINS, Executor
For
EST ATE OF ELLEN MARIE COGGINS, Deceased
Date of Death: March 5,2001
Date of Executor's Appointment: March 16, 2001
Accounting for the Period: March 16, 2001 to January 8, 2004
PURPOSE OF ACCOUNT: Joseph E. Coggins, Executor, offers this Account to
acquaint interested parties with the transactions that have occurred during his administration.
The Account also indicates the proposed distribution of the Estate.
It is important that the Account be carefully examined. Requests for additional
information or questions or objections can be discussed with:
Debra K. Wallet, Esquire
24 N. 32nd Street
Camp Hill, PA 17011
I.D. #23989
(717) 737-1300
EXHIBIT A
SUMMARY OF ACCOUNT
Page
Current
Value
Fiduciary
Acquisition
Value
Proposed Distribution
to Beneficiaries
9
$4,813.30
PRINCIPAL
Receipts 2-4 $107,153.95
Net Loss on Sales or Other
Dispositions 5 $3,230.89
Less Disbursements
Debts of Decedent 6 $7,668.86
Funeral Expenses 6 5,964.51
Administration Expenses 6 5,308.85
Federal and State Taxes 7 9,641.95
Fees and Commissions 7 3,825.00 $32,409.17
Principal Balance on Hand
$71,513.89
INCOME
Receipts
Income Balance on Hand
7
$1,799.41
1,799.41
Combined Balance on Hand
$73,313.30
68,500.00
$4,813.30
Balance Before Distributions
Distributions to Beneficiaries 8
RECEIPTS OF PRINCIPAL
Assets Listed in Inventory:
(Value as of Date of Death)
Cash and Bank Deposits:
PNC Bank
4242 Carlisle Pike
Camp Hill, PA 17011
checking account #50-0560-8800 $1,050.40
PSECU
P.O. Box 67013
Harrisburg, PA 17106
Share # 1 67,865.51
Share #4 4,475.86
5 $50 American Express Travelers Cks. 250.00
Cash in possession of Decedent 145.00
General Motors dividends 50.00
Delphi Automotive dividends 3.36
Commonwealth of PA, 175.48
Bureau of Unclaimed Property
Estimated proceeds from the Estate 20,000.00 $94,015.61
of John Coggins
Taneible Personal Property:
1989 Toyota Camry Sedan $1,965.00
Furniture at Nursing Home 3,000.00 $4,965.00
2
Stocks and Bonds:
16 Series EE savings bonds $1,325.86
10 shares General Motors Stock 530.00
6 shares Delphi Auto. Systems Stock 87.78 $1,943.64
Refunds:
Patriot News $6.75
Symphony Health Service 27.70
Country Meadows 331.53
Comcast Cable 3.58
Metro Corp. 11.25
Bon Appetit Magazine 13.33
PEBTF 97.07
Economic Growth & Tax Relief 299.18
Reconciliation Act Refund
1998 Federal Tax refund 2,826.13 $3,616.52
TOTAL ASSETS LISTED IN INVENTORY:
3
$104,540.77
Receipts Subsequent to Inventory
(Valued When Received)
P A Retirement
$2,424.18
2001 IRS Income Tax refund
189.00
TOTAL RECEIPTS OF PRINCIPAL:
4
$2,613.18
$107,153.95
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS
02/12/02 1989 Toyota Camry Sedan
Net Proceeds $450.00
Fiduciary Acquisition 1,965.00 (1,515.00)
OS/21/01 10 shares General Motors Stock
Net Proceeds $540.72
Fiduciary Acquisition 530.00 10.72
OS/23/01 6 shares Delphi Auto. Systems Stock
Net Proceeds $71.17
Fiduciary Acquisition 87.78 (16.61)
05/03 Settlement of the Estate of John Coggins
Net Proceeds $18,322.10
Fiduciary Acquisition 20,000.00 (1,677.90)
General Motors dividends
Net Proceeds 20.00
Fiduciary Acquisition 50.00 (30.00)
Delphi Automotive dividends
Net Proceeds 1.26
Fiduciary Acquisition 3.36 (2.10)
NET LOSS: ($3,230.89)
5
DISBURSEMENTS OF PRINCIPAL
Debts of Decedent:
Central Medical Equipment
Zlotoff, Gilfert & Gold
Verizon
AT&T
Capital Area Temporary Service
State Employees' Retirement System
First Union Visa
Internal Revenue Service
(2000 federal income tax)
Geico Car Insurance
Funeral Expenses:
Gilbert L. Dailey Funeral Home
650 S. 28th Street
Harrisburg, PA 17103
Funeral Luncheon
Administration Expenses:
$179.48
70.52
17.99
24.59
255.00
2,020.15
898.89
4,168.00
34.24
$5,680.00
284.51
327.00
6.00
100.00
164.83
1,597.98
Probate Fees
Vital Records (death certificates)
Postage, copies, etc. incurred by attorney
Postage, copies, etc. incurred by Exec.
Travel costs of Executor from
California to Pennsylvania and back
Smart Move Makers (movers to 3,011.54
Transport personal effects from P A to CA)
Bank fees 91.50
Reserve for Filing of Account 10.00
6
$7,668.86
$5,964.51
$5,308.85
Federal and State Taxes:
P A Inheritance Tax
2002 federal income taxes
2002 state income taxes
Fees and Commissions:
Debra K. Wallet, Esq. - Arty. fees
$9,464.67
114.78
62.50
$3,500.00
Waggoner, Frutiger & Daub (tax prep) 325.00
$9,641.95
$3,825.00
RECEIPTS OF INCOME
Interest
Savings Bond Interest
Interest
TOTAL RECEIPTS OF INCOME:
$11.88
1,787.53
7
$1,799.41
$1,799.41
DISTRIBUTION TO BENEFICIARIES
TO: Joseph E. Coggins
10 1 Arbolado Drive
Walnut Creek, CA 94598
04/11/01
08/02/01
10/25/01
06/13/02
12/17/02
06/11/03
Cash Distribution
Cash Distribution
Cash Distribution
Cash Distribution
Cash Distribution
Cash Distribution
TOT AL DISTRIBUTION TO BENEFICIARIES:
8
$3,500.00
5,000.00
10,000.00
5,000.00
5,000.00
40,000.00
$68,500.00
PROPOSED DISTRIBUTION TO BENEFICIARIES
TO: Joseph E. Coggins
101 Arbolado Drive
Walnut Creek, CA 94598
$4,813.30
TOT AL PROPOSED DISTRIBUTION TO BENEFICIARIES:
9
$4,813.30
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
WALLET DEBRA K
24 N 32ND ST
CAMP HILL, PA 17011
_n_____ fold
ESTATE INFORMATION: SSN: 198-22-9037
FILE NUMBER: 21-2001- 0292
DECEDENT NAME: COGGINS ELLEN MARIE
DA TE OF PAYMENT: 12/10/2001
POSTMARK DATE: 12/04/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 03/05/2001
NO. CD 000624
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,682.56
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$2,682.56
REMARKS: JOSEPH E COGGINS
C/O DEBRA K WALLET ESQUIRE
CHECK# 1013
INITIALS: CW
RECEIVED BY:
SEAL
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
V
if /'
CJV
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Ellen Marie Coggins
Date of Death:
March 5, 2001
Will No. 2001-00292
Admin. No.
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 No X
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: March 31, 2002
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 informal.ly 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 attached to this report.
Dat..@: 11/3~01
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Debra K. Wallet, Esq.
Name (Please type or print)
24 N. 32nd St., Camp Hill, PA 17011
Address
o
-
u
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( 717) 737-1300
Tel. No.
Capacity:
Personal Representative
X
Counsel for personal
representative
(MAH:rmf/AM3)
\, /6 -c2/-?- ;(3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
ReeD:>.
Re~,; )0'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
P 1 :42cOUNTY
ACN
01-29-2002
COGGINS
03-05-2001
21 01-0292
CUMBERLAND
101
DEBRA K WALLET
D K WALLET LAW
24 N 32ND ST
CAMP HILL
ESQ
OFFICES
'02 FEB-1
Clerk
PA 17 oClllnbt;i!d(,
PA
*'
REY-1547 EX iFP 112-001
ELLEN
M
Allount Rellitted
) CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
1.943.64
.00
.00
102.597.13
.00
.00
(8)
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=is4j-ix-AFP--fiz=oOY-NOYiCi--OF-YtiHiifiTAiiCi-YAirAPPRAisiiiENT~--Aii-oWAiici-oR------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF COGGINS ELLEN M FILE NO. 21 01-0292 ACN 101 DATE 01-29-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
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/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
15,017.25
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
104,540.77
2:7.686 11
81,854.66
.00
81,854.66
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Allount of Line 14 at Spousal rate
16. Allount of Line 14 taxable at Lineal/Class A rate
17. Allount of Line 14 at Sibling rate
18. Allount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
7.668.86
(11)
(12)
(13)
(14)
(1S) .00 X 00 = .00
(16) .00 X 045 = .00
(17) 81,854.66 X 12 = 9,822.56
(18) .00 X 15 = .00
(19)= 9,822.56
TAX CRI;.DITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-29-2001 AA496655 357.89 6,800.00
12-04-2001 CDoo0624 .00 2,682.56
TOTAL TAX CREDIT 9,840.45
BALANCE OF TAX DUE 17.89CR
INTEREST AND PEN. .00
TOTAL DUE 17.89CR
. 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 MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
'v BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
S~AT~MeNT OF ACCOUNT
*'
.....
~---~
REY-1U7 EX AFP I Dl-D21
DEBRA K WALLET
D K WALLET LAW
24 N 32ND ST
CAMP HILL
ESQ
OFFICES
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-03-2002
COGGINS
03-05-2001
21 01-0292
CUMBERLAND
101
ElLEN
M
Allount Rellitted
PA 17011
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ...
REV=i60-j-ix-AFP-foY:ozY------...-iNHERiTANC'E--fAX-STAfEMENf-OF-ACCouiif--.i.---------------------
ESTATE OF COGGINS ElLEN M FILE NO. 21 01-0292 ACN 101 DATE 06-03-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-29-2002
9,822.56
PR I NCI PAL TAX DU E : .......................................................................................................................................................-..................................................................
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-29-2001 AA496655 357.89 6,800.00
12-04-2001 CDOO0624 .00 2,682.56
05-20-2002 REFUND .00 17.89-
TOTAL TAX CREDIT 9,822.56
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
III IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE 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 MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
vi
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~.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Ellen Marie Coggins
Date of Death:
March 5, 2001
Will No. 2001-00292
Admin. No.
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 No X
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: unknown
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 attached to this report.
Date: 2/24/03
~<Ml-". &J~
Signature
Debra K. Wallet
Name (Please type or print)
24 N. 32nd St., Camp Hill, FA 17011
Address
( 717) 737-1300
Tel. No.
Capacity:
Personal Representative
X
Counsel for personal
representative
(MAH:rmf/AM3)
PHONE: (717) 737-1300
Law DfficH of
DEBRA K. WALLET
24 N. 32nd STREET
CAMPHll..L, PA 17011-2917
Email: Walletdeb@aol.com
FAX: (717) 761-5319
.
February 26,2002
Cumberland County Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, P A 17013
Re: Estate of Ellen Marie Coggins
File No: 2001-00292
Dear Register:
Enclosed is a Status Report Under Rule 6.12 for filing in the above-captioned estate.
I know that I have raised this issue with your office in the past, but I object to receipt of
a "delinquency notice" a month before the Status Report is due. As I have suggested in the
past, the Status Report has a specific due date. My office ensures that these reports are filed in
a timely fashion. Why do you feel it necessary to declare something "delinquent" when this is
not the case? If you want to send out a reminder, I suppose that might be helpful to the Bar.
However, it does counsel and the personal representative a disservice to indicate
"delinquency." Should you wish to discuss this further, I would be happy to do so.
I have also enclosed a copy to be stamped in and returned in the enclosed pre-addressed
envelope.
Sincerely yours,
'rJ)~~~
Debra K. Wallet
DKW/mml
Ene.
*
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/07/2003
JOSEPH E COGGINS
101 ARBOLADO DRIVE
WALNUT CREEK, CA 94598
RE: Estate of COGGINS ELLEN MARIE
File Number: 2001-00292
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. I, for decedents dying on or after
July I, 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: 3/05/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
I
cc: ~ File
Counsel
Judge
GV
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: Ellen Marie Coggins
Date of Death: March 5, 2001
Will No. 2001-00292
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informa~ly to the parties in interest? Yes X 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 attached to this report.
(/.)
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Debra K. Wallet, Esq.
Name (Please type or print)
24 N. 3200 St., Camp Hill, PA 17011
Address
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( 717) 737-1300
Tel. No.
Capacity:
Personal Representative
X
Counsel for personal
representative
(MAH:rmf/AM3)
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