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Home My WebLink About01-0972 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA PETITION FOR GRANT OF LETTERS Estate of VIRGIL W. BOLTON No.21 2001 q?~ also. known as , Deceased Social Security No. 511-18-8993 Petitioner(s), who is/are 18 years of age or older, apply)ies) for: (COMPLETE "A" OR "B" BELOW:) GJ A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut rix Decedent, dated 01/04/2001 and codici/(s) dated named in the Last Will of the State relevant circumstances. e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: o B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 4 Forest Lane, Carlisle Decedent, then 77 (list street, number and municipality) years of age, died March 29 ,2001, at M.S.Hershey Medical Center, Derry Twp. (location) Decedent 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 .~t[C?..:~.~~~.~~S.................................................... $ T ota I ..................................................................................................................... $ Real Estate situated as follows: ;l801 .:z;,Q"vJ J e \J W. It- ,e\dTw Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition ana the grant of letters in the appropriate form to the undersigned: 0.00 0.00 0.00 Typed or printed name and residence Doroth J. Bolton 4 Forest Lane, Carlisle, PA 17013 /7- /~ y' Oath of Personal Representative Commonwealth of Pennsylvania County of CUMBERLAND The Petitioner(s) above-named swear(s) and 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 representative(s) of the Decedent, Petitioner(s} will weiland truly administer th~state a~COrding to law. Sworn to and affirmed and subscribed 0 ~ J B I - 9. ~ / orot y . 0 ton before me this 12th day of October 2001 ~ {!~. Ma7-iS /~~ DECREE OF REGISTER Estate of VIRGIL W BOLTON also known as Deceased No.21 2001 OQ7? Social Security No: 511-18-8993 Date of Death: 03/29/2001 AND NOW, October 23m, 2001 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary 0 of Administration {(c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoriate) are hereby granted to Dorothy J. Bolton in the above estate and that the instrument(s), if any, dated January 4,2001 described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters .................................... $ 1J~. 00 Short Certificates(s) .(~1..... Renunciation .......................... Extra Pages (4 ) ............... I. T. R....................................... JCP Fee................................. Inventory........................ ........ Other.............................. ........ $ 6.00 $ $ 12 . 00 $ $ $ 5 .00 $ $ Signature Attorney: J. David Young, Jr. I.D. No: 39136 Address: Young & Young, Attorneys-at-Law, P. O. Box 126 Manheim PA 17545 41.00 TOTAL ........ ................. ....$ MAILED LE'ITERS 'IO ATI'ORNEY Telephone: (717) 665-2207 DATE FILED: October 23m.2001 >.I.1v/.OU} ru:.v ':JllSO :1]S is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmgo WARNING: It is illegal to duplicate this copy by photostat or photograph" Fee for this certificate, $2.00 p 7248065 No. 21-2001-972 2i"_ ~~~~~~ APR 3 2001 Date Hl05.1~1\eo. 2111 COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH Sll11E FIlE ~M'ER SOCIAL SECURITY NUMBER "'HT IEHT IHl( NAME ~ DECEDENT If..... 101.,.,... I....) SEX UHOER 1 0Ii!J HelIn i 101_.. 8lRT~ (CIy oncl S1.I'.OI Fetoql Ccunlrvl ~~ ~.... Dauphin Ie. Derry Twp. DECEDENT'S USUAl. OCCIJPIISIOH (~~~~~.::~ . ilL Colonel 11'" DECEDENT'S MAIUHG AOORESS (SIr.... CiIy/ToM>. SIMa. Z", Co<lel 4 Forest Lane Carlisle, Pa 17013 US Army DECEDENT'S ACTUAl. RESIDENCE --- ""--I 17.. Sl_ PA 16- MrHEJI'S NAME IF... _.l.ft) 1.. William L. Bolton H'OAMAHrS NAME (TypoIPmQ 1711. ~.- [ : WERE AUlOPSY FINDINGS ~EPRlOAlO COMPlETIOH~ CAUSE ~ DEATH? DUE 10 toR ASACON&O\JENCE 00: MAHNER OF DEATH DATE ~ INJURY (Man"'. Coy. _. ....uraI IX! ~ 0 Sllicido 0 _CicIo 0 P.ndIng~ 0 CauIcI.....boclot.rmonod 0 _0 HaD 2IL _ 29. CEln-.. ~ only onol "CElnIf'YlNG ~ <Ph_ ~ cauwol OHIh _ a_llIlVSO:_.... OIonountecl "".Ih llnd COInPlIle<l n.... 231 1O__of"'YIUlowIocfoo....___ ---cauH(.'.ndm...........otod..................................................... ol'flOHOUMClHG lUIO ClRT''''1HO I'lfYSICIAH 1""- DOII1 ;>ranounc.ng oealh and c...tyonq 10 ""- 01 <>>allll 10 - - of "'Y ......wtedott. ..'" oe<:ur..... at_ _. claI.. .1Id pIoc., and d... '0 _ ..u...., _ m.nne, n ......... . . . . . . . . . . . . . . . . . . . . . . . . "RDlCAL EXAMlHEAICORONEII On the Hale 01 ...",lnallOn and/or Invasllllation,ln my opinion. dU"I oecurr'" ..th. tlm., dal., and plac.. and du.lo th. C.UM(') and -.. a. at.,ad.... . . ... . '" ..... .. . ........ . .. o. ....... ... ............... '" .. ..................... .......... ... ".. REGISTRAR'S SIGNATURE I~II~IIOI 511 - 18 ~~~~ t'll.-coo lSPecII1 White SUIlVMNO SPOuSIi 11_.grve__1 DId - ... In . -""'1 11. 17c.KJ ~. __ ........ lWI>. ~l,1-h Mi nrll ".1-1"\" clIyItIaoo. 21. I Apptoaimot. '-- 1--- I I , Hail 'UT ft: 0Il\0r sigrHlIcInt _ ~ 10 elIlth. but -........ in... ~ _ giwIn ill PAAT I liME ~ INJURY INJURY lIS WORK7 DeSCRIBE HOW INJURY OCCURflEO. COI 3.. aoo\ . , LAST WILL AND TESTAMENT OF VIRGIL W. BOLTON I, VIRGIL W. BOLTON, a resident of the Commonwealth of Pennsylvania, make, publish and declare this to be my Last Will and Testament, revoking all wills and codicils at any time heretofore made by me. I am retired from the military service of the United States. FIRST: I direct that the expenses of my last illness and funeral, the expenses of the administration of my estate, and all estate, inheritance and similar taxes payable with respect to property included in my estate, whether or not passing under this will, and any interest or penalties thereon, shall be paid out of my residuary estate, without apportionment and with no right of reimbursement from any recipient of any such property (including reimbursement under Section 2207B of the Internal Revenue Code). SECOND: I give all the rest, residue and remainder of my property and estate, both real and personal, of whatever kind and wherever located, that I own or to which I shall be in any manner entitled at the time of my death (collectively referred to as my "residuary estate"), as follows: (a) Ifmy wife DOROTHY J. BOLTON survives me, to my wife outright. (b) If my wife does not survive me, then to those of my children ROBERT A. BOLTON, MICHAEL A. EADS and JACK C. EADS, JR. who survive me and to the issue who survive me of those of ROBERT A. BOLTON, MICHAEL A. EADS and JACK C. EADS, JR., who shall not survive me, per stirpes, (I specifically intend to omit MARGARET A. FAIR, LAWRENCE W. BOLTON, JEFFREY S. BOLTON and MICHAEL L. BOLTON.). If, however, any such child then shall be under the age of twenty-one (21) years (each such child being hereinafter referred to as a "Beneficiary"), the share of such Beneficiary shall not be paid or distributed to such Beneficiary but instead shall be given to my Trustee and held by my Trustee, IN TRUST, pursuant to the following provisions: (i) My Trustee shall hold, manage, invest and reinvest each share set aside for each Beneficiary in a separate trust for the benefit of such Beneficiary and shall pay so much or all of the net income from each such trust to or for the benefit of the Beneficiary thereof, for the health, education, maintenance and support of the Beneficiary, to such extent and at such time or times and in such manner as may be determined in the absolute discretion of my Trustee. Any net income not so paid shall be accumulated and added to principal at least annually and thereafter shall be held, administered and disposed of as a part thereof. ~ II A~ ~. V/~; L 0."& IfaN j .1 I << (ii) In addition, my Trustee may pay to or for the benefit of each Beneficiary, for the health, education, maintenance and support of each Beneficiary, from the principal of each Beneficiary's trust, such amounts, including the whole thereof, as determined in the absolute discretion of my Trustee. (iii) When any Beneficiary shall attain the age of twenty-one (21) years, the trust for such Beneficiary shall terminate and any re- maining principal and income shall be paid and distributed to such Beneficiary, discharged of trust. If such Beneficiary dies before said age, such principal and income shall be paid and distributed to any then living issue of such Beneficiary, per stirpes, or if such Beneficiary has no issue to my then living issue, per stirpes. If any such issue is a beneficiary of a trust under this will, the same may be held in accordance with such trust. If there are no then living issue, the same shall be paid and distributed to the beneficiaries of my residuary estate then in being as provided in this will, or if there are none, to those who would take from me as if I were then to die without a will, unmarried and the absolute owner of the same, and a resident of the Commonwealth of Pennsylvania. THIRD: If any principal or income of my estate or any trust hereunder vests in absolute ownership (free of trust hereunder) in a minor or incompetent, my Executor or Trustee, at any time and without court authorization, may: distribute the whole or any part of such property to the beneficiary; or use the whole or any part for the health, education, maintenance and support of the beneficiary; or distribute the whole or any part to a guardian, committee or other legal representative of the beneficiary, or to a custodian for the beneficiary (including a custodian appointed by my Executor or Trustee without court order) under any gifts to minors or transfers to minors act, or to the person or persons with whom the beneficiary resides. Evidence of any such distribution or the receipt therefor executed by the person to whom the distribution is made shall be a full discharge of my Executor and Trustee from any liability with respect thereto, even though my Executor or Trustee may be such person. If such beneficiary is a minor, my Executor or Trustee may defer the distribution of the whole or any part of such property until the beneficiary attains the age of twenty-one (21) years, and may hold the same as a separate fund for the beneficiary with all of the powers described in Article FIFTH hereof. If the beneficiary dies before attaining said age, any balance shall be paid and distributed to the estate of the beneficiary . FOURTH: I appoint my wife DOROTHY J. BOLTON to be my Executor. If my wife does not survive me, or shall fail to qualify for any reason as my Executor, or having qualified shall die, resign or cease to act for any reason as my Executor, I appoint JACK C. EADS, JR. as my Executor. If JACK C. EADS, JR. shall fail to qualify for any reason as my Executor, or having qualified shall die, resign or cease to act for any reason as my Executor, I appoint ROBERT A. BOLTON as my Executor. If ROBERT A. BOLTON JR. shall fail to qualify for any reason as my Executor, or having qualified shall die, resign or cease to act for any reason as my Executor, I appoint MICHAEL A. EADS as my Executor. I appoint JACK C. ~, \l , ' U w ^'5 m~~ v ~tt8" w, aoJ-t-oN EADS, JR. to be my Trustee. If JACK C. EADS, JR. shall fail to qualify for any reason as my Trustee, or having qualified shall die, resign or cease to act for any reason as my Trustee, I appoint ROBERT A. BOLTON as my Trustee. If ROBERT A. BOLTON shall fail to qualify for any reason as my Trustee, or having qualified shall die, resign or cease to act for any reason as my Trustee, I appoint MICHAEL A. EADS as my Trustee. I direct that no Executor or Trustee shall be required to file or furnish any bond, surety or other security in any jurisdiction. FIFTH: I grant to my Executor and Trustee all powers conferred on executors and trustees under the Pennsylvania Probate, Estates and Fiduciaries Code, as amended, or any successor thereto, and all powers conferred upon executors and trustees wherever my Executor or Trustee may act. I also grant to my Executor and Trustee power to retain, sell at public or private sale, exchange, grant options on, invest and reinvest, and otherwise deal with any kind of property, real or personal, for cash or on credit; to borrow money and encumber or pledge any property to secure loans; to hold property in bearer form or in the name of a nominee; to divide and distribute property in cash or in kind; to render liquid my estate or any trust in whole or in part, at any time and from time to time, and to hold cash or readily marketable securities of little or no yield for such periods as my Executor or Trustee shall deem advisable; to exercise all powers of an absolute owner of property; to incorporate any business and hold any interests in corporations; to vote stock or securities, in person or by proxy; to exercise subscription and conversion rights, and to participate or refuse to participate in any reorganization, recapitalization, merger, consolidation, liquidation, dissolution or other action with respect to any corporation; to transfer any business or property to a partnership and to be a general or limited partner; to compromise and release claims with or without consideration; to execute and deliver instruments, including releases; and to employ attorneys, accountants and other persons for services or advice. The term "Executor" wherever used herein shall mean the executors, executor, executrix or administrator in office from time to time. The term "Trustee" wherever used herein shall mean the trustees or trustee in office from time to time. Each Executor and Trustee shall have the same rights, powers, duties, authority and privileges, whether or not discretionary, as if originally appointed hereunder. The determination of my Trustee as to the amount or advisability of any discretionary payment of income or principal from any trust hereunder shall be final and conclusive on all persons, whether or not then in being, having or claiming any interest in such trust. Upon making any such payment, my Trustee shall be released fully from all further liability therefor. SIXTH: I direct that for purposes of this will a beneficiary shall be deemed to predecease me (or any other person upon whose death the interest of such beneficiary depends) unless such beneficiary survives me (or such other person) by more than thirty days. The terms "child", "children" and "issue", as used in this will, include children and issue hereafter born. SEVENTH: No disposition, charge or encumbrance on any income or principal of any trust hereunder by any beneficiary thereof shall be valid or binding upon my Trustee. No beneficiary shall have the right to assign, transfer, encumber or otherwise dispose of any such ~l/. ~ P (h<1 fh~ V/~j J.. W. &ti'ON . " income or principal until the same shall be paid to such beneficiary by my Trustee. No such income or principal shall be subject in any manner to any claim of any creditor of any beneficiary . EIGHTH: I have served in the Armed Forces of the United States. I therefore request that my Executor make appropriate inquiries to ascertain whether there are any benefits to which I, my dependents or my heirs may be entitled by virtue of any military affiliation. I specifically request that my Executor consult with a retired affairs officer at the nearest military installation, the Department of Veterans Affairs, and the Social Security Administration. IN WITNESS WHEREOF, I, VIRGIL W. BOLifiN, sign my name and publish t and declare this instrument as my last will and testament this day of ~~"'f ~ I also have affixed my signature on the bottom of each of the preceding pages hereof. ~ ~ _ ~lA~~" VIRGIL W~ B~ Villtj; 1. V. &lfol11 The foregoing instrument was signed, published and declared by VIRGIL W. BOLTON, the above-named Testator, to be his last will and testament in our presence, all being present at the same time, and we, at his request and in his presence and in the presence of each other, have subscribed our names as witnesses on the date above written. /tlilr~t!ff 7( dM having an address at ~ f!4 /lcJI3 -tf~ ~:y having an address at ~.~/ , /4 f7ol'] 4 . ~ . .. .' ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA, COUNTY OF CUMBERLAND, ss. We, VIRGIL W. BOLTON and ~Cf!itKJ. v_ _ ~ _12'Led _ _ _ _ _ _ _ __ _ f,!'!t:_ ~ _ Cf.~.! ~~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ , the Testator and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator, VIRGIL W. BOL TON, signed and executed said instrument as his last will and testament in the presence and hearing of the witnesses, and that he had signed willingly, and that he executed it as his free and voluntary act and deed for the purposes therein expressed, and that each of the witnesses at the request of the Testator, in the presence and hearing of the Testator and each other, signed the will as witness, and that to the best of his or her knowledge the Testator was at the time at least eighteen years of age, of sound mind and under no constraint, duress, fraud or undue influence. ~~ VIRGIL w-. B~ estator kh.;s ~ VIAj,l W. &/toN ~~ess ~d ~ Subscribed, sworn to and acknowledged before me by the said VIRGIL W. BOLTON, Testator, and subscribed and sworn to before me by the above-named witnesses, this -1-lJ.day of ~"A ..,~ , ;f.&. ,2.1)0 I ~J 1LA14~J Not Public My commission expires on Notarial Seal Betty A. Stand~e, Notary Public Carlfsle Boro, Cumberland County My Commission Expires May 14, 2001 Member, Pennsylvania Association of Notaries 21-2001-972 REGISTER OF WILLS OF CUmberland COUNTY OATH OF SUBSCRIBING WITNESS ES7c;K Gl~O~66 D~~L~\\)G \(.~\I'L'lS ~ (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that .. . ~ L..~ present and saw V I P..~ 1 1-. Lt}. 160 J 10 rJ , the testat () ~ , sign the same and that t Cl..J f signed as a witness at the request of testat~. in hiS presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before A &J.L-, ~ ~ me this 23rd day of ( ame) tober I1Jx--.2QQ.1 7 I 2 GoB /..J j) 2 I ~ " i"' ) ~ si, J p)9 ~~ /1!l~n~~S ~ Qll~(1~4-{?!i1 a ~!4 )1../ (Ad ress) I 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 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) LAW OFFICES YOUNG AND YOUNG 44 SOUTH MAIN STREET P.O. BOX 126 MANHEIM, PENNSYLVANIA 17545 (717) 665-2207 J. DAVID YOUNG. JR. SUSAN YOUNG NICHOLAS COUNSEL J. DAVID YOUNG FACSIMILE (717) 665-2422 January 25, 2002 Cumberland County Courthouse Three South Hanover Street Carlisle, PA 17013 Attn: Register of Wills n ("'; ~~ ~ :n"J? c; (') " ;::'"J Re: Estate of Virgil W. Bolton Estate No.: 21-01-0972 c........ ~ z w --" Gentlemen/Ladies: Enclosed for filing please find the following: u ~ o 0' 1. PA Inheritance Tax Return in duplicate; 2. InventorYi 3. Certification of Notice in duplicatei and 4. A check for $20.00 for the filing fees (Inventory $10.00, PA Inheritance Tax Return $10.00) . Would you kindly return a time-stamped copy of the Certification of Notice, along with our receipt, in the self-addressed stamped envelope provided. Thank you. ?;?b/ J. David Young, Jr. /dlp Enclosures REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: VIRGIL W. BOLTON Date of Death: 03/24/2001 Estate No. 2001-00972 SSN: 511-18-8993 File No. Date Letters Granted: 10/23/2001 Will or Administration No. To the Register: I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 10/23/2001 Dorothy J. Bolton Address 4 Forest Lane Carlisle PA 17013 Name Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Continued on a Separate page Date: 01/18/2002 ~&J~/ Si ture Capacity: Personal Representative ~ _ Counsel for PerS9t1al - Rept1f.$EWtative ;.;. c- Name (Please type or print) J. DAVID YOUNG, JR. Address 44 S. MAIN ST., P.O. BOX 126 MANHEIM PA 17545 .-- f""\ z c:::r: --, Telephone No. 717-665-2207 3,5j (t\ ,A_ cc.U- ~ ~ .0 ...;:: s::.:: $= -- -< ~..) c.; ht~f /-3/-C; I C REGISTER OF WILLS OF LANCASTER COUNTY, PENNSYLVANIA INVENTORY Estate of BOLTON, VIRGIL W. , Deceased No. 21 01 0972 Date of Death 03/24/2001 Social Security No. 511-18-8993 also known as Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We verify that the statements made in this inventory are true and correct. l!We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: J. David Young, Jr. 1.0. No.: 39136 Address: Young & Young, Attorneys-at-Law, P. O. Box 126 Personal Representative: ~9'~ Dated I '8 J~v~ i"''-( '2.00'2- Manheim PA 17545 Telephone: (717) 665-2207 Description Real Estate located at 2801 lronville Pike, West Hempfield Township, Columbia, Pennsylvania - .1 % interest Value 102.35 Total (Attach Additional Sheets if necessary) 102.35 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 YOUNG & YOUNG Attorneys at Law 44 SOUTH MAIN STREET PO BOX 126 MANHEIM PA 17545 To: CUMBERLAND COUNTY COURTHOUSE THREE SOUTH HANOVER STREET CARLISLE PA 17013 ATTN REGISTER OF WILLS OFFICE \. t"7-/6 - / BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8D6Dl HARRISBURG I PA 171Z8-D6Dl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE * NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1541 EX AFP (01-021 .02 f\PR-1 DATE ESTATE OF DATE OF DEATH \~12 :L1tJ:ILE NUMBER COUNTY ACN 03-25-2002 BOLTON 03-29-2001 21 01-0972 CUMBERLAND 101 AlIOunt Relli tted VIRGIL w J D YOUNG YOUNG & YOUNG ATTYS PO BOX 126 MANHEIM G;E.'1 P A 17 54~v'rt;L 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 ~ RE-V = iS4-j-ix--AFP-lOi-:OZ.r-NCiy-ici.--OF-YtiHiifiTANCi-TAX-APPR;risii.rENi'~--Ai.rOWAiicE-OR----------- - ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BOLTON VIRGIL W FILE NO. 21 01-0972 ACN 101 DATE 03-25-2002 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) 5. 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) 102.35 .00 .00 .00 .00 .00 .00 (8) NOTE: To insure proper credit to your account, subDit the upper portion of this forD with your tax paYDent. 102.35 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/AdD. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Cheritab1e/Governnental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 102.35 .00 (11) (12) (13) (14) 102 35 .00 .00 .00 I~ an assess.ent was issued previously. lines 14. 15 and/or 16, 17, 18 and 19 will re~lect figures that include the total o~ abb returns assessed to date. ASSESSMENT OF TAX: 15. ADount of Line 14 at Spousal rate (15) 16. ADount of Line 14 taxable at Lineal/Class A rate (16) 17. ADount of Line 14 at Sibling rate (17) 18. ADount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: .00 X 00 = .00 X 045= .00 X 12 = .00 X 15 = (19)= .00 .00 .00 .00 .00 TAX CREDITS: . ... ,...... n.......... I I (+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 $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~/ 1/' STATUS REPORT UNDER RULE 6.12 Name of Decedent: Virqil W. Bolton Date of Death: March 24, 2001 Will No. 21-01-0972 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete. Yes x No 2. If the answer is No, state when the personal representative reasonable believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No X d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: Apri 1 2, 2002 Young and Young, Attorneys-at-law 44 South Main Street, P.o. Box 126 Manheim, PA 17545 (717) 665-2207 capacity: Personal Representative r- 1[:. X Counsel for personal representative r>1 I '~."" == C'-J P ;:.- "'j!"~ ......... . REV.1S00 p' (6-00) . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY C- . / 1- / to - / FILE NUMBER 2 -0 0 9 7 2 ""COuNTY"CoDE -YEA~ - - Nu'M'BER- - DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) J- Z W C W Co) W C BOLTON, VIRGIL W. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD.Year) SOCIAL SECURITY NUMBER 5 1 - 1 8 - 8 993 THIS RETURN MUST BE FILED IN DUPliCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER :A - t1~-547(P w ~ ll::$en uet:ll:: w 15u :I:et:g uc..co c.. < 03/24/2001 07/14/1923 (IF APPliCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) D 3. Remainder Return (date or death pliorto 12-13-82) D 5. Federal Estate Tax Return Required Q.. 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) Doroth J. Bolton ~ 1. Original Return D 4. Limited Estate ~ 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12.12-82) D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1.95) THIS SECTION MUST BE COMPLETEO;:ALLCORRESPON[)ENCEANO,CONFIDENTIALTAXINFORMATIONSHOULO'BE[)IRECTED NAME COMPLETE MAILING ADDRESS J. David Youn ,Jr. Young & Young, Attorneys-at-Law, P. O. Box 126 FIRM NAME (If Applicable) Youn and Youn ,Attorne s-at-Law TELEPHONE NUMBER 717 665-2207 Manheim PA 17545 ~ z w o z o c.. en w et: et: o U z o i= <z: ...J ::J t: a.. <z: Co) w 0::: z o i= <z: J- ::J a.. :!: o Co) ~ J- 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 Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos 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) (1) (2) (3) (4) (5) ~...-- I ::-102.35 d N OFFICI.sJ;iUSE ONLY JJ(D '1'1 .~"; c_ -" . -":::;;.. t..d (6) . , (7) 102.35 (9) (10) 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_(15) X _(16) X .12 (17) X .15 (18) (19) (8) 102.35 (11) (12) (13) (14) 102.35 0.00 0.00 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 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 . > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < . DeceaeDt's Com lete Address: STF~EET ADDR~SS 4 F t L . .' ores ane CITY C I' I ar IS e STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount Total Credits (A + 8 + C) (2) 3. InteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty ( 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 refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check to: REGISTER OF WILLS, AGENT 0.00 0.00 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; ........................................................................... 0 [ZJ b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 [ZJ c. retain a reversionary interest; or ...................................................................................................... 0 [ZJ d. receive the promise for life of either payments, benefits or care? ............................................................. 0 [ZJ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. 0 [ZJ 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 [ZJ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 [ZJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. /g 00 :z.., 4 Fest ane Carlisle SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS PA 17013 DATE / -I J- Or For dates of death on or after 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 P.S. ~9116 (a) (1.1) (i)l. 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. ~9116 (a) (1.1) (ii)l. 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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1 )J. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. "'REV-1502EX..(1-97]. _~_ ....~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN , 0 NT ESTATE OF FILE NUMBER SOL TON. VIRGIL W. 21 01 0972 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 which is jointly-owned with right of survivorshiD must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION Real Estate located at 2801 lronville Pike, West Hempfield Township, Columbia, Pennsylvania - .1 % interest Assessed Value $93,900.00 x Common Level Ratio 1.09% = $102,351.00 x .1 % interest VALUE AT DATE OF DEATH 102.35 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 102.35 REV.1511ER>ll.97l. .' , . '. "- , . COMMONWEALTH OF PENNSYLVANIA INHERITANCE T I\X RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF SOL TON. VIRGIL W. FILE NUMBER 21 01 0972 Debts of decedent must be reported on Schedule J. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman-Roth Funeral Home, Inc. - funeral expense 102.35 B. ADMINISTRATIVE COSTS: 1- Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees Young and Young, Attorneys-at-Law 3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 5. Accountanfs Fees 6. Tax Retum Prepare(s Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 102.35 (If more space is needed, insert additional sheets of the same size) 'REV.1513..+(1.9: ~_ ...,,~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER BOl TON VIRr,IL W. 21 01 0972 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. Dorothy J. Bolton Spouse entire estate 4 Forest Lane Carlisle, PA 17013 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 11- 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)