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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
'91, liliH 1 B I' ~ :24
Name of Decedent: R:ll:ert M. Bowen
Death: 12-25-93 elu.
Date of CumlJ-
will No. Admin. No. 21-94 / If-/
,.or!
:'" PA
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
Name
Address
TOOthv L. Jb..en
219-12 Eredv Cburt. Ollanside. CA 92054
clo R:lbert C. J3OIo.en
1892 Mary Lane. Carlisle. PA 17013
clo Judy Hinkle
19 May Drive. Dill~q PA 17019
Bradley R. Bcm:n
Cburtnay E. Bowen
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
,
Date: 41
17 (t;<; {
.
4/2:!~1J<:}-" IT:E
Name Marcus A. McKnight, III
Address 60 ~st Panfret Street
Carlisle, PA 17013
Telephone (7171 249-2353
Capacity: Personal Representative
XX Counsel for personal
representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
IS:
ROBERI' C. lO'IEN
being duly s\\Urn eccordlng 10 law, doposes and says that he is the
administrator of the Estale of R:ll:ert M. Bowen
1.1. of -1lo.d:b.,Middletoo,-Township_...___.____ , Cumberland County, P.., dec..sed .nd th.t tho
within Is an inv.ntory made by~~Bcm:n " the said administrator
of the enllre est.te of said decedent, consisting of all the personel prop.rly and real eshte, except real estate outside
the Commonwealth of Pennsylvania, and Ihatthe figures opposite each item of the Inventory represent it's fair value
es of the date of decedent's death,
and subscribed before me,
19
~e~
R:ll:ert c. fiIIoalot ,Admin"',.'o, Bowen
1892 Mary Lane
Carlisle, PA 17013
Addr...
D.te of De.th
25
Ooy
12
Month
93
Yur
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal represenlative.
2.' A supplement inventory must be filed within thirty days of discovery of additional a..ets.
3. Additional sheets may be attached es to personalty or realty
4. SOl Article IV, fiduciaries Act of 1949.
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Inventory of the real and personal estate of
ROBERI' M. J3a'/EN
deceased
6. Vehicles-
1971 Oldsmobile - Sold
1986 O1evrolet - Sold
7 . Diarrond Rings - Sold
8. Riding tob.er - Sold
1. Bonds - Series EE
C434249552EE - issued 06-1993 titled to Rol:ert M. Bowen payable on death
to the decedent's father, R:lbert C. BclI\en, $100.00 faexl value,
Da.te-of-I)e!atll Value . . . . . . . . .' . . . . . . . . . . . . . . .
51 00
C434249552EE issued 10-1993 titled to R:lbert M. BclI\en payable on death to
the cleredent's father, R:lbert C. Bo\,en, $100.00 faexl value,
Date-of-Death Value . . . . . . . . . . . . . . . . . .
50 00
79 50
2. Sprint Qlrp Account 22989178 dividend check issued 12-06-93
3. leal Estate - M:lrtgage as of date of death ........
. 20 Liberty Drive
Mt. Iblly Springs, PA
South Middleton Township
'l11e house was in the proexlSS of l:eing blil t at the t:iJre of death.
'l11e property was foreclosed upon by the first lien holder and title was
oonveyed. to the rrortgage holder.
102;964 20
4. Fanrers Trust -
O1eckirg Account 11-62810, opered 06-17-93, titled joint l:et\\een R:lbert M.
~n and Staria s. leisirger.
Date-of-Death Value $13,966.00 Less $3,000.00 exemption. . . . . . .
5. united 'telephone E}Jployee's Federal credit Union -
Account II 596 in deceased narre alone
Share Savings - Date-of-Death Balance
Share Draft - Date-of-Death Balanexl
10,966 00 .
9. Microwave and 2 lanps - Sold
42 70
.' 708 32
200 00
3,475 00
1,100 00
50 00
400 00
120,086 72
(,,.)()
. .
REV.1500 EX+ (11.911
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L Reol Ellole (Schedulo A) (1) 102.964.20
2, Slocks and Bond. (Schedule B) ( 21 101.00
3, Clo.oly Held Slock/Portn."hip Intere,' (Schedule C) (31
4, Mortgoges and Noles Receiyable (Schedule 0) ( 4)
5. Cash, Bank Deposits & Miscellaneous Personal Properly( 5)
(Schedulo EI
6, Joinlly Ownod Property (Schedule F)
7, T,a..fe" (Schedule G) (Schedule II
8, Talol Gron Assets (tololline. 1,71
9. Funeral Expenses" Administrative Costs, Miscellaneous ( 9)
Expense. (Schedule H)
10, Debts. Mortgog.liobilitie., Liens (Schedule II (10) -133.175.73
11, TOlal Dodudions (tolollines 9 & 101
12. Net Value of Estate (linlt 8 minus line 111
13. Charitable and Governmental Bequests (Schedule J)
14. Nel Volue Subject to Tax (line 12 minu.line 131
15. Amount of line 14 taxable 01 6% rate
(Include yalue. from Schedule K or Schedule M,I
16: Amount of line 1.4 laxable at 15% rote
(Include yalue. from Sr.hedule K or Schedule M,)
17, P,incipollox due (Add lax from line 15 ond from line 16,1
18. Credits Spousal Poverty Credil Prior Payments Discount Interesl
+ + --
19. If line 18 i. grealer than line 17. enler ,he diRer.nce on line 19. Thi. i.the OVERPAYMENT.
aD
20. If line 17 is greater than line 18, enler the diff.rence on line 20. This is the TAX DUE.
A. Enter the interest on the balance due on line 20A.
B, Enle, the 'otol of line 20 ond 20A on line 208, This i. Ihe IIALANCE DUE.
Make Check Payable to, Regl.'e, of Will., Age.'
.. BE SUR. TO ANSWER AU QUESTIONS ON REVERSE SIDE AND TO RICHICK MATIl....
Undlf penalties of plrjury, I deetor. that I hov. ,llomifttd 'hi, return, induding accompanying IChedulll and ,'ot.mlnt., and to Ihw btst of "'y Il.nowledgl Ctftd belief,
it i. trul, coned and complele. I dldare that 011 rtalestat. has bHl'I report.d at lrue marlet valu.. Otdorolion of prepar... other thon the p8uOftGI repreNftlotl.. iI
bosed on 011 infol"nolion of ....hic:h prtporer hot any knowledg..
I A N S NSlll '1OR filiNG RnURN ADORUS DAn
I3.ewew'
"AN R[PRU[NIAllVE
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COMMONWEAlTH Of PENNSYLVANIA
DEPARTMENT Of REVENUE
DEPT. 280601
HARRISBURG, PA 11128.0601
M
/..f--('fO-ID
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
0141
NUMBER
'OR OATIS 0' DIATH AmR 12/31/91 CHICK HIRI
I' A SPOUSAL '
POVIRTT CRIDIT IS CLAIMID D. .
'Ill NUMBIR
21
COUNTY CODE
M
94
YEAR
M
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OCMEN ROBERr H.
A UR1 Y NUM8ER
1892 Mary Lane
Carlisle, PA 17013
Coo", OJmberland
10'" Of OWH iA , OF SIR!H
12-25-93 01-04-53
o 2. Supplomental Relurn
o 3, Remoindor Return
Ifor dole. of dealh p,ior 10 12.13,821
o 5, Federol E,'ale To.
Return Required
_ 8. Total Number of Sof. Deposit Box.,
186-38-6351
[Xl. 1. Original Relurn
o 4. limiled E.tale
o 40. Fulure Inlerest Compromise
(for dale. of deolh ah.. 12-12,821
0"6. Doced.nt Died Teslate 0 7. Decedent Maintained a Living TrUll
(Alloch copy of Willi (Attoch copy of Trull)
ALL CORRESPONDENCE AND CONPlDENnAL TAl!; INFORMAnON SHOULD BE DIRECTED TO.
AM OMPlET MAlliN A RE
IRWIN, McKNIGHT & IlUGIIES
H NUMB R
60 WEST J?a.IFRm' STREEl'
CARLISLE, PA 17013
249-2353
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6.055.52
( 61
(7).
10.966.00
15,712.56
( 81 -120...0B6.. 72
(11)
(12)
(131
(14)
148.888.29
1-28,801.57\
(15)
)( ,06 =
- 0 -
(161_.
)( .15 =
- 0
(17)
- 0 -
CheCk hClc if you ale fcqut's.ting a lefund of your overpayment.
(lgl
(19)
(201
(20AI
(20B)
- 0 -
- 0 -
1892 Mary rare. Carlisle, PA 17013
.ODRU$
60 ~st Pcrnfret St., Carlisle, PA 17013
If..
"
-94
09-
D.t.U
-94
09-
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (~) IN THE
. APPROPRIATE BLOCKS.
m..1l.Q_
1, Did decedent make a transfer and:
a. retain fhe 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 on or before December 12, 1982. did decedent within two years
preceding death transfer property without receiving adequate consideration? 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 'in frust for' bank account at his or her death?.....,...............
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
x
x
x
x
x
x
Ilv.I!09lh (7.131
COMMONWU\TH 0' PfNNS'tlVANIA
INHfll:lfANCf TAllllnUIIN
IIUIDfNT DECfDIN'
SCHEDULE "F"
JOINTLY.OWNED PROPERTY
ESTATE OF
ROBER!' M. In'IEN
FILE NUMBER
21-94-0141
Jolnlll.ontll)'
NAME
IA. Staria S. A3isinger
ADDRESS
RELATIONSHIP TO DECEDENT
friend
unkrown
..
c.
Jolntlv..wnld propo"".
ITEM LmER
FOR DIATE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE O'
NUMB., JOINT MADE OF /ASSET 'lIINT. DECEDENT'S INTEREST
TENANT JOINT
1. A. 6am3. Fanrers Trust O:l
Acct 11-62810
opered 06-17-93 13,966.00 100% 10,966.00
less ,
3,000.00
exenption
.
TOTAL IAI.. 1.11' o. Ii.. 6. Roco,;,.lo';o.I' S 10,966.00
(II OlD,. .,.oco n nood.d "101f odd~ionoll""" 01 ",... ~..)
RtV.I!!! tK+ (7.811
'.
ESTATE OF
ITEM
NUMIlER
A.
B.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
3.
1.
1.
2.
.~~
COMMONWEAlTH Of PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Ploa.. Print 0; Typo
FILE NUMBER
21-93
ROBERI'M. OOWEN
DESCRIPTION
AMOUNT
Funoral Exponlol:
Ewing Brothers
Georges Flowers
A3verend Ibke
A3verend smith
Grave opening
Meal
4,236.00
128.79
75.00
60.00
500.00
69.00
Admlnlltratlvo COlt.:
Personal Representative Commissions
Social Seeuritv Number 01 Personal Representative:
Year Commissions paid
Attorney Fees IRWIN, McKNIGHT & HUGHES
10 10 10 10 . . . . . . . . .
8,000.00
Family Exemption
Claimant Rnr",rt- (' Rnl..1>n
Addre.. 01 Claimant at decedent's death
Street Address. ] eq2 Mrlry T ",..,
Relationship Fathpr
2,000.00
City
r.Arl;~lp
State
PA Zip Code 17013
Probate Fees letters of l\dministration
Filing Fee ...
Mlleollanooul Exponlo"
lbger B. Irwin - l'btary Fee
260.00
20.00
. . 10 . . . 10
12.00
SIDR-M)R - furniture storage 60.43, 60.43, 60.43
Spahr's Antiques -personal property appraisal fee
'!he Sentinel
181. 29
65.00
65.48
. 10 . . . 10
'rOO 0Jnt-er1and Law Journal 40.00
TOTAL (AI.a enter an line 9, Recapilulation) S 15,712.56
(If more Ipaco II noodod, lnlort oddltlonol Ihootl 01 I~mo 11.0.)
ktv.1512t:IC+IPi3IW
. .
. .
COMMONWEALTH Of PtNNSYLVANIA
INH~RITANCt 'AI( RUURN
RUIDENT D~CtDtNT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
ROBER!' M. in'VEN
Ploale Print or Typo
I FILE NUMBER
21-94-0141
ESTATE OF
ITEM
NUMBER
DESCRIPTION
1.
'!he Milo OJrp loan - nortgage as of date of death.
. . . . . .
2. Fanrers Trust Bank checks cleared after date of death balance
and service fee after date of death:
Ok # 153 $396.00 157 1,850.00
154 1,738.70 158 2,100.00
155 444.33 159 3,133.00
156 3,674.00 Fee $1.50 - Jan. to Sept. $13.50
3. Ibly Spirit Ibspital Acrount 4080271
4. Autorrobile starter for 1986 Van - replaced
5. Fobert C. Bo\o.en, father of the deceased, loaned IIDney to his son
10-13-93 $3,000.00 and on 11-02-93 $5,000.00 and $60.00 on
09-07-9310 . . . . . . ~ . . . . . . 10 10 . . . . . . 10 . . 10 10
6.
Blazer Financial Services loan # 301258
Balance as of date of death . . . . .
10 . . . . 10 . . . . . 10
7. IDwes Account C82220390106084 held jointly with a friend, Staria
Reisinger. Date-of-Death Balance . . . . . . . . . .
8. J C Penny Acrount 015-444-699-1. Date-of-Death Balance ...
9. A3sorts USA Inc - OUtdoor IIbrld Account 0309264371, acrount
balance as of date of death 4,105.28 held jointly with the
deceased and a fonrer wife, Candice A. Bo\o.en
10. . Internal A3venue Service
11. patrida A. Posendale - 1993 Inrore Tax Preparation Fee 75.00
Fiduciary Tax Preparation Fee 75.00
12. Spiegel Inc. ADcount 36-0752-739-1
13. t-Ed
Account 6643184470 11
Account 664318447029
Account 664318447045
14.
eM: Card
5407890260389962 Date-of-Death Balance
10 . . . 10 10
IS.
16.
Olarge-It-Systems
J\coount 4681207013844062 Date-of-Death Balance
~rqe's F~s 10 10 10 10 . . . . . . 10 10 . 10 . 10 10
AMOUNT
102,964.20
13,349.53
514.00
50.00
8,060.00
1,053.27
318.05
697.13
2,052.64
1,131.00
150.00
365.11
122.00
866.25
431.40
59.12
961.82
30.21
S133,17S.73
10 10 10 . .
TOTAL (AIJO enter on line 10, Recapitulotionl
(If more 'poc. ;1 n..dld, insert ocJcJitiono/lh.,h: of ,am. ,jze.)
~'.'''7 " ." ',....,*
.', COHKONWEALTH OF PENHSYLVAl41A
, DEPARTHEHT OF REVENUE
IlMEAU OF INDIVIDUAL TAXES
, DEPT. 210601
HARRISIURC, PA 11128-0601
/Il- /90-/0
C/
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE 12-26-94
FILE ND.
12-25-93 CDUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF "ILLS. HAXE CHECX PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013-9746
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
r
AltOunt R..l tted
CUT ALONG THIS LINE ~ RETAIN LOWER PORTlDN FOR YOUR RECORDS ....
REV:iS4-j-iii-"FP-ioii:94Y-iioTici-oF-'i"NHiiiifANCE-Y'Ax-APPRA-isiiiEiiT~--Ai.rciwANcE.OR-..__._----- - ..--
DISALLOWANCE OF DEDUCTIDNS AND ASSESSMENT OF TAX
ESTATE OF BOWEN ROBERT M FILE NO. 21 94-0141 ACN 101 DATE 12-26-94
If an a.......nt was i.su.d pr.viouslY, lin.s 14. 15 and/or 16. 17 and 11 will
refl.ct figur.. that includ. the total of !bb r.turnl all.ll.d to date.
ASSESSMENT OF TAX:
15. AtIount of Lin. 14 .t Spou..l r.t. (15)
16. Aoount of Ltne 14 t..obl. .t Llneol/Cl... A r.t. (16)
17. AtIount of Line 14 t.xobl. .t Col1.t.r.l/Cl... B r.to (17)
lB. Prlnolp.l T.x Duo
TAX CREDITS:.
PAI'ItEHT
DATE
TAX RETURN WAS. I X) ACCEPTED AS FILED
RESERVATIDN CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI DRIGINAL
1. R..l E.tot. ISchedule A) (1)
2,"Stocka and Bonds (Schedule 8) (2)
5. Clo.ely Held stock/Pertnership Int.r..t (Schedule C) (5)
4. Hortg.g.I/Hot.. Rec.lvobl. lSchodul. D) (4)
5. C..h/Bank Deposita/Hile. Perlonel Property (Schedule EJ IS)
6. Jolntl~ Owned Property (Sch.dul."F) (6)
7. Transfer. (Schedul. QJ (7)
a. Tut.l A..et.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.r.l Expen.../Aa.. Co.ta/Hi.c. Expens.. (Schedule H) (,)
10. Dobt./Hortg.g. Llobllltl../Llon. ISchodul. I) CI0)
11. Tot.l D.ductlon.
12. Net V.lua of rex Return
15. Ch.rltoblo/Gov.......tol B_.to ISchedul. .11
14. Not Volu. of Eatot. Subject to Tox
NOTE:
RECEIPT
HUIlBER
DISCOUNT Ct)
IHTUEST Co)
I I CHANGED
102.964.20
101.00
.00
.00
6.055.52
10.966.00
.00
lB)
120,086.72
15,712.56
133.175.73
1111
lU)
liS)
U4)
14A.AAA '13
28,801.57-
.00
28,801.57-
.00 X .00.
.00 X .06.
. CO x, 15..
UI)
.00
.00
.00
.00
AIlDUHT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVEISE
FOR CALCULATION OF ADD~L INTEREST.
~-~ (,'(-( v---
.00
.00
.00
.00
C IF TOTAL DUE IS LESS THAN n, NO PAI'ItfHT IS REWIRED.
IF TOTAL DUE IS REFLECTED AS A -CREDIT" ICRI. YDU NAY IE DUE
A REFUIlD. SEE tlEVEISE SIDE OF THIS FOIltl FDI IHSTllUCTI_.1