HomeMy WebLinkAbout95-00463
PluluON FOR PROBATE llDd GRANT OF LETl'ERS
EsIDle of Harbert M _ Bowlbv No. d I - q 5 - L/-lj; . ':?
also known as To:
Register of Willi for the
D<<t!DSM. County of Cumberland In the
SoclalS<<UriIyNo. ,'2..J '/ - ,:-,J' 'It7'/ Commonwealth ofPCllllSylvanla
The petition of the underslllned respectfully reprcsenu thlU:
Your petltloncr(s), who Islam 18 years of age or older on the Cllecu' ~i x
in the last will of the lIbove decedcot, dilled 2.j September
and codlcll(s) dilled . . .
named
III-ll-
(Itale rdn'&lll drcnmll&nc:es, Co" r-tlnduJOII, dcub 01 c:ucmor. ca:.)
Dccendent was domiciled at dcIUh In Cumberland <=aunry, PCDJ!SYlv@Jlla. with
Iti" lastfamllyorprinclpalrcsldencclU 122q Hillside DrJ.ve, CarlJ.sle, PA 17013
(IIn ...-. number aDd IDWIdpallly)
Dcccndcnt, then years of sse, died Ma y 30,
at ('I:trl i sl P.. Cumberland Countv, Pennsv!van1.a
Except BI foUows, decedent did not many, was not divorced and did not have 11 chUd born or adopted
after execudon of the wlU offered for problUe: was not the vlctlm of a k11Ung and was ncver adjudicated
Incompetent:
Dccendent IU death owned propertY with estimated values lIS foUows:
(If domiciled In Pa.) All personal propertY
(If not domielled In Pa.) Personal property in PCDllSylvania
(If not domielled In Pa.) Personal propertY In County
Value of real estate in PCDllSylvania I."--.J, .
situated BI foUows: i I '. " - k,..,~r ,'",..,v,/;',:r,l 7j...,
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WHEREFORE, petitloner(s) respectfully ~uest(s) the problUe of the last will and codlell(s)
presented herewith and the grant onettel'< t-p"t-"mpnt-"TV
theron.
(leswnentary; a.dmi.ninratiOD CoLa.; administration cLb.n.Cot.a.)
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G\ ",ncairn Jeffrev Bowlbv
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PEN[\/SYLVANIA } ss
COUNTY OF CUMBERLAND
The petitloner(s) above-named swcar(s) or afflrm(s) that the statcmcnu in the foreaoing petition are
lrue and correct to the best of the knowledge and belief of peddoner(s) and that as personal rcprescn.
tatlve(s) of the above decedent petitioner(s) wiU well and lruly administer the estlUe lICCordlng to law.
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Sworn 10 or affirmed .ll.IId subscribed ) "-'c_c,,~Cv._ :tJ>,.},~"'~ ,1<.J""~'T ~
before me this --'.51 H day of f r:1 nn,..!'I ~ 't'"n .T~-F-F~nlt' n,.....'l~~. a:;
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( MARY C. LE IS Regisrer '. (I E
Ui-,=-n-/3
No. 21 - 95 - 463
Estate of
HERBERT M BOWLBY
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
JUNE 15. 95
AND NOW 19_, in conslderalion of the petition on
the reverse side hereof, satisfactory proof having heen presented before me,
IT IS DECREED Ihat the instrument!s) dated SEPTEMBER 23 , 1994
described therein be admitted 10 probate and filed uf record us Ihe lust will of
HERBERT M. BOWLBY
TESTAMENTARY
GLENCAIRN JEFFREY BOWLBY
and Lellers _
'. .
are hereby granted to
FEES
Probate, Lellers, Etc. .,.....,. S 445.00
Short Certificates! 1) .... .. .... S 3.00
R"f~g~~lfn ,............... S 42.00
JCP S 5.00
TOJ^L _ S 4QS,OO
Filed .. ..t.~~~~, .1,~". ,l.Q~~..,.."..,.....
ATIORNEY (Sup, Ct. I,D. No,)
ADDRESS
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1Enst JlIill nub Wesbttttenl
OF
HERBERT M. BOWLBY
I, HERBERT M. BOWLBY, of 1229 Hillside Drive, Carlisle, Cumberland
County, Pennsylvania, declare this Instrument to be my Last Will and Testament, In
manner and form following:
1. I hereby expressly revoke all Wills and Codicils heretofore made by
me.
2. I hereby direct my Executrix to pay all my Just debts, funeral and
administrative expenses out of my estate, as soon as practicable after my death.
3. Information and personal data for use by my personal representative
and Trustee:
A. My full name Is HERBERT MEAD BOWLBY.
B. My wife Is GLENCAIRN JEFFREY BOWLBY,
born Christina Glencalrn Jeffrey Bell.
C. My wife and I have one child, a daughter named
ALEX GLENCAIRN CIEL; she was born Christina Glencalrn
Bowlby. Our daughter Is married to ERIK CIEL, born as
Robert Garrity; they have no children.
4. I bequeath my automobiles, household and personal effects and
other tangible personalty of like nature (not Including cash or securities), together with any
existing Insurance thereon, to my wife, GLENCAIRN JEFFREY BOWLBY, if she survives
me by thirty (30) days. Should my wife, GLENCAIRN JEFFREY BOWLBY, not be living
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on the thirty first (31st) day after my death, I direct that my Executor offer to my son-In.
law, ERIK CIEL, any of such items of tangible personalty and Insurance thereon, which
he may wish to have for his own personal use, and that those Items of tangible personalty
and Insurance thereon In which he has no interest for his own personal use shall be
distributed as a part of the residue of my estate and administered according to the
subsequent provisions of this Will.
5. If my wife, GLENCAIRN JEFFREY BOWLBY, survives me (and for
the purpose of this paragraph five she shall be deemed to have survived me unless It
appears unmistakably that she predeceased me) and If the federal estate tax due
because of my death will be reduced by making this gift for her benefit, I give, devise and
bequeath to my Trustee, hereinafter named, IN TRUST, the ~ amount (based upon
values as finally determined for federal estate tax purposes) as shall be needed for the
federal estate tax marital deduction to reduce the federal estate tax to the lowest possible
figure after all other deductions and credits allowable In calculating the federal estate tax.
I direct that:
A. If the marital deduction or any similar benefit is
allowable with respect to any property, Including property held
by entireties, which my wife has received prior to my death or
at my death will receive otherwise than pursuant to this
paragraph five, the value of such property shall be taken Into
consideration In calculating the size of the gift under this
paragraph five.
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r. If my wife, GLENCAIRN JEFFREY BOWLBY,
shall fall, either wholly or In part, to exercise effectively the
power of appointment created above In subparagraph F, the
unappolnted principal shall be added to, and thereafter treated
as part of the principal of my residuary estate, passing under
paragraph 6 of this Will, provided that the Trustee shall first
deduct and pay to the personal representative of my wife's
estate an amount equal to the Increase In federal and state
death taxes and any Increased administration expenses which
her estate will have to pay because of the Inclusion of the
principal of this Trust In her estete for tax or administration
purposes.
J. If any provision of my Will shall result In
depriving my estate of the marital deduction for federal estate
tax purposes, such provision Is hereby revoked and my Will
shall be read as If any portion thereof Inconsistent with
allowance of the marital deduction for federal estate tax
purposes Is null and void.
K. If my property Is Insufficient for payment In full of
all legacies and devises, I direct that this Trust shall be
preferred over all other legacies and devises.
6. If my wife, GLENCAIRN JEFFREY BOWLBY, survives me (and for
the purpose of this paragraph 6 she shall be deemed to have survived me unless It
appears unmistakably that she predecease me), I give, devise and bequeath the residue
and remainder of my estate of every nature and wherever situate, including property over
which I shall have any power of appointment other than any such power given to me In
any Will or Inter vivos Trust of my wife, to the Trustee hereinafter named IN TRUST, for
the following uses and purpose:
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A. To pay the net Income therefrom to my wife,
GLENCAIRN JEFFREY BOWLBY, for and during her lifetime.
B. As much of the principal of this Trust as Trustee
In its sole discretion may from time to time think advisable for
the support of my wife, shall be paid to her or else applied
directly for her benefit by the Trustee after taking Into account
her other readily available assets and sources of Income and
support.
C. In addition to the amount of principal which may
be distributed to my wife, GLENCAIRN JEFFREY BOWLBY,
pursuant to the preceding subparagraph, she shall have the
right to withdraw upon request the sum of Five Thousand
($5,000.00) Dollars or five (5%) percent of the principal of said
Trust, whichever is less, unless such withdrawal would be
prohibited by law and/or Jeopardize the benefit to my estate
of the marital deduction provision for federal estate tax
purposes.
D. Upon the death of my wife, GLENCAIRN
JEFFREY BOWLBY, the then-remaining principal and any
undistributed Income shall be distributed as though she had
predeceased me, and depending upon whether my daughter
and/or son-In-law are then living, as set forth In the following
paragraphs.
7. Should my wife, GLENCAIRN JEFFREY BOWLBY, predecease me
or die on or before the thirtieth (30th) day following my death, and provided that my
daughter and my son-In-law, ALEX and ERIK CIEL,.bQ!h survive my death by thirty (30)
days, I give, devise and bequeath the remainder of my estate, of every nature and
wherever situate, to my Trustee, hereinafter named, IN TRUST, to be divided Into two
equal Trusts, the first of which my Trustee shall hold and administer for the benefit of my
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daughter, ALEX GLENCAIRN CIEL, and the second of which my Trustee shall hold and
administer for the benefit of my son-In-law, ERIK CIEL, In accordance with the following
provisions:
A. All of the Income of each Trust shall either be
paid to or for the benefit of each beneficiary, or, with the
consent of the beneficiary, or If the beneficiary Is unable to
consent, after taking Into account the needs of the beneficiary
and the respective tax brackets of the Trust and the
beneficiary, may be accumulated and reinvested In such a
manner as to Increase the size of the Trust; and
B. As much of the principal and accumulated
Income of each Trust as the Trustee may from time to time
think advisable for the support, education, or other training,
Including college education, both graduate and undergraduate
of my said daughter or son-In-law, or during Illness or
emergency shall be either paid to her or him, from each of
their respective Trusts, or else applied directly for her or his
benefit, from the appropriate Trust, by the Trustee, after taking
Into consideration, her or his readily available assets and
sources of Income.
C. Upon the death of my daughter, ALEX
GLENCAIRN CIEL, the Trustee shall distribute the assets of
the Trust In accordance with the provisions of subsequent
paragraph 9 of this Will, as though my daughter had
predeceased me.
D. Upon the death of my son-In-law, ERIK CIEL,
the Trustee shall continue to hold and administer the assets
of the Trust In accordance with the provisions of subsequent
paragraph 8 of this Will, as though my son-In-law had
predeceased me.
8. Should my wife, GLENCAIRN JEFFREY BOWLBY, and my son-In-
law ERIK CIEL, both predecease me or die on or before the thirtieth (30th) day following
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my death, and provided that my daughter ALEX GLENCAIRN CIEL, survives my death
by thirty (30) days, I give, devise and bequeath the remainder of my estate, of every
nature and wherever situated to my Trustee, hereinafter named, IN TRUST, to be held,
administered and distributed In accordance with the following provisions:
A. My trustee shall hold and administer the Trust
for the benefit of my daughter, ALEX GLENCAIRN CIEL, and
during her lifetime:
(1) All of the Income of each Trust shall either be
paid to or for the benefit of each beneficiary, or, with the
consent of the beneficiary, or If the beneficiary Is unable to
consent, after taking Into account the needs of the beneficiary
and the respective tax brackets of the Trust and the
beneficiary, may be accumulated and reinvested In such a
manner as to Increase the size of the Trust; and
(2) As much of the principal and accumulated
In~ome of this Trust as Trustee may from time to time think
advisable for the support of my said daughter, or during
Illness or emergency, shall either be paid to her or else
applied directly for her benefit by the Trustee after taking Into
consideration her other readily available assets and sources
of Income.
(3) Upon the death of my said daughter, ALEX
GLENCAIRN CIEL, the remaining principal and any
accumulated Interest held by the Trustee shall be distributed
as follows:
(a) To my nephew and godson,
ANDREW BELL, or to his heirs if he Is not then
living, sixty (60%) percent thereof.
(b) To my nephew, CHRISTOPHER
BELL, or to his heirs If he is not then living, ten
(10%) percent thereof.
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(c) To the ASSOCIATION OF
GRADUATES, West Point, five (5%) percent
thereof.
(d) To the AMERICAN CANCER
SOCIETY, five (5%) percent thereof.
(e) To the SALVATION ARMY,
Carlisle, Pennsylvania, five (5%) percent thereof.
(f) To the MULTIPLE SCLEROSIS
SOCIETY, five (5%) percent thereof.
(g) To the CUMBERLAND COUNTY
NURSING HOME, five (5%) percent thereof.
(h) To ST. JOHN'S EPISCOPAL
CHURCH, of Carlisle, Pennsylvania, five (5%)
percent thereof, provided that the survivor of
GLENCAIRN J. BOWLBY or HERBERT M.
BOWLBY was still a member of said church at
the time of death.
9. Should my wife, GLENCAIRN JEFFREY BOWLBY and my daughter,
ALEX GLENCAIRN CIEL, both predecease me or die on or before the thirtieth (30th) day
following my death, and provided that my son-In-law, ERIK CIEL survives my death by
thirty (30) days, whether he remained married to and supportive of my daughter, ALEX
GLENCAIRN CIEL, until the end of her life, or whether he became unable to bear the
strain and sadness of his marriage to my daughter, and left or divorced her (whether or
not he remarries), In which case I shall nevertheless be greatful for his many years of
loving care of ALEX, I give, devise and bequeath the residue and remainder of my estate
as follows:
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(1) To ERIK CIEL, eighty-five (85%)
percent thereof.
(2) To my nephew and godson,
ANDREW BELL, or his heirs nine (9%) percent
thereof.
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(3) To THE ASSOCIATION OF
GRADUATES, West Point, one (1%) percent
thereof.
(4) To THE AMERICAN CANCER
SOCIETY, one (1%) percent thereof.
(5) To THE SALVATION ARMY, of
Carlisle, Pennsylvania, one (1%) percentthereof.
(6) To THE MULTIPLE SCLEROSIS
SOCIETY, one (1%) percent thereof.
(7) To THE CUMBERLAND COUNTY
NURSING HOME, one (1%) percent thereof.
(8) To ST. JOHN'S EPISCOPAL
CHURCH, of Carlisle, Pennsylvania, one (1%)
percent thereof.
10. All Income or principal held for the use and benefit of the beneficiaries
of this Estate shall not be In any way or manner subject to anticipation, assignment,
pledge, sale or transfer, nor shall any such Interest, while In the possession of my
personal representatives or Trustee, be liable for or subject to the debts, contracts,
obligations, liabilities or torts of any beneficiary, or to attachments, executions or
sequestrations under process of law.
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11. I nominate and appoint my wife, GLENCAIRN JEFFREY BOWLBY,
as Exacutrlx of this, my Last Will and Testament; and as substitute Executor, I nominate
and appoint FARMERS TRUST COMPANY, of Carlisle, Pennsylvania. As Trustee of the
Trusts herein provldad for, I nominate and appoint FARMERS TRUST COMPANY,
Carlisle, Pennsylvania.
12. I direct that my personal representatives and Trustee shall not be
required to file any bond or other security In any Jurisdiction to secure the faithful
performance of his or her duties nor be required to obtain any order or approval of any
Court for the exercise of any power or discretion set forth In this Will
13. In addition to the powers conferred by case law, by statute and by
other provisions of this Last Will and Testament, my personal representatives, Trustee,
and any successors in those capacities shall have the following discretionary powers
A. To retain any property of any nature received by
them for whatever period they shall deem advisable;
B. To Invest and reinvest all or any pert of the
assets of my Estate without regard to statutes limiting the
property whIch a fiduciary may purchase.
applicable to all real and personal property held by them, which powers shall be effective
without Order of Court and which shall exist and continue until the time of actual
distribution:
C. To sell, transfer, exchange or otherwise dispose
of, any part of the assets of my Estate, for cash or on terms,
publicly or privately, or to lease, without liability on the
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purchasers to see the application of the proceeds, and to give
options for these purchases without the obligation to
repudiate them In favor of a higher offer;
D. To execute and deliver any deeds, leases,
assignments or other Instruments as may be necessary to
carry out the provisions of this Will.
E. To borrow money, If necessary to facilitate the
administration and closing of my Estate, Including the right to
borrow money from any bank and to mortgage or pledge any
asset of the estate as security.
F. To loan to, and to purchase assets from my
estate, even If they or any of them are also acting as Executor
thereof.
G. To assume continuance of the status of any
beneficiary with regard to death, marriage, divorce, Illness,
Incapacity and similar Incidents or matters In the absence of
Information deemed reliable without liability for disbursements
made on such assumption.
H. To make any distribution hereunder either In kind
or In money, or partially In kind and partially In money,
considering of course the reasonable wishes of the
beneficiary. Distribution In kind shall be made at the
appraised value of the property distributed, as It Is set forth In
the Inheritance tax return filed In my Estate.
I. To exercise any subscription right In connection
with any security held hereunder, to consent to or participate
In any recapitalization, reorganization, consolidation or merger
of any corporation, company or association, the securities of
which may be held hereunder; and to delegate authority with
raspect thereto, to depOSit Investments under agreements, to
pay assessments, and generally to exercise all rights of
Investors.
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J. To continue In any partnership, Joint venture,
Joint ownership or other business enterprise of which I am a
part at the time of my death.
K. To compromise claims.
L To continue, for whatever period of time my
personal representatives shall deem necessary, any
ownership as a tenant In common or as a partner, In real
estate or other property and to act as I would have dona had
I been living.
M. To do all other acts In his, her or their judgment,
necessary or desirable for the proper management,
Investment and distribution of the assets of my Estate.
N. If Farmers Trust Company serves as the
Executor of my estate, or In any other fiduciary capacity on
behalf of my estate, it shall be compensated for its services In
accordance with Its regular schedule of fees In effect at the
time of its services are rendered.
14. If any beneficiary of the Estate shall, In the sole opinion of my
Executor, be or become mentally or physically Incapacitated by reason of Illness,
accident, minority or other circumstance, my Executor may apply either Income or
principal for the support and welfare of such beneficiary directly or to the person who has
the care and control of such beneficiary, without the Intervention of any Guardian and
without obligation to supervise application of said amounts In any way.
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SIGNED, SEALED, PUBUSHED and
DECLARED In the presence of:
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss
I, HERBERT M. BOWLBY, Testator, whose name Is signed to the attached
or foregoing Instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the Instrument as my Last Will; that I signed It
willingly; and that I signed It as my free and voluntary act for the purposes therein
expressed.
Sworn or affirmed to and acknowledged before me, by HERBERT M.
BOWLBY, the Testator, this
.~'!:.
day of S2.- \>l'. ., I~ _
,1994.
~~ \\TRC\>l-lt ,
Herbert M. Bowlby, Testator
HOTNlIo\l.6EAI.
uauNE~"""'Nl\:
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss
We, J1\MES D. FLaoIER, JR. and TERESA J. BURKHOIDER ,
the witnesses whose names are signed to the attached or foregoing Instrument, being
duly qualified according to law, do depose and say that we were present and saw
Testator sign and execute the Instrument as his Last Will; that HERBERT M. BOWLBY
signed willingly and that he executed It as his free and voluntary act for the purposes
therein expressed; that each of us In the hearing and sight of the Testator signed the Will
as witnesses; and that to the best of our knowledge the Testator was at that time 18 or
more years of age, of sound mind and under no constraint or undue Influence.
Sworn or affirmed to and subscribed to before me by ,T/\MR~ n PTrtNP.R ,m
and TERESA J. BURKHOIDER this C).~:,/tO( day of O. ra-.k. V}, leU...
1994.
,/
LiXJ-QkjlL~~~~M
Notary P IIc
NllIARIAL6Ul.
MERlEHE 1WlH~","", PIllIIo
CIlIoIo, eo..todonl Calm. PI.
Comm_ E_86lII
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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COMMONWf.ALlH Of PfNNSYlVANIA
OfPAAfM(Nr Of Rf.VfNUf
OEP1',leObOl
HARRISBURG. PA 11121.0601
D!CUHN" NAMf (lA~ . flUf. ...ND MIDDlf INll....1I
Bowlb Herbert M.
~OC'''l stCURIIT NUMIUI
'01 DATlS 0' DIATH Anll12/31191 CHICK Ht
I' A SPOUSAL
POVIITY CRlDIT IS CLAIMID 0
'ILl HUM..I
c(~Jij'?c'bDP 4 6 3
YEAR
NU."':
224-52-7174
OlClDHlt'!o COM'!f "'OD'U!o
l229 Hillside Drive
Carlisle, PA 17013
c.,,, Cumberland
AMOUNt 'fct.V!O 1St( IN!ouueflON!o1
o
Glencairn J.
~ I. Original R.lurn
Bowlb
194-44-9112
o 2. Suppl.mental Return
R.moinder R.lurn
Ifor dOltl of d.olh prior 1012.13.:
F.deral Ealat. Tox R.turn R.q\lir.:
o Ao. Futur. Inler.1I Complomise
(for dole' 01 d.alh oher 12.12.82)
o 6. D.ced.nt DI.d Ttltote 0 7. D.ud.nt Molntaln.d 0 living T,ull
(Attach copy of Willi IAttach copy af Trustl
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAMf COM,un ",,"IUNO AOOIUS
o A. lImlt.d Eltol.
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243-5513
OJ,
05,
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Total Number of Saf. D'POlil 80.'
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1. Roal E.lalo (S,hodulo AI I 1 I
2, Sla,k. and Band. IS,hodulo BI I 2 I
3. Clollly H.ld Sloc~/Portn,"hlp Intertlt (Sch.dule C) ( 3 )
A. MOlfgagtl and Noltl R.ceivobl. (Sch.dul. 0) ( 4 )
S. Cosh, Ban~ D'poIIII & Mlscellon.ous P.llono1 P,op.rty (S)
IS,hodulo EI
6, Jointly Ownod Proporty (S,hodulo '1 I 61
7, Tran.!... (S,hodulo GllS,hodulo L) ( 71
8. Tolal GIOII An.ls (Iotal Unes 1.7)
9. Funeral Expenles, Adminlslloliv. Co I", Miscellaneous (9)
bp.nl's (5ch.dul. HI
10, Dob.., Mortgogo lIobllltlo., lion. (S,hodulo II (101
11. Total D.ductlons (total lines 9 & 10)
12. N" Valu. of Eltal' (lIn. B mlnu, lIn. 11)
13. Chorltabl. and Gonlnmenlol B.ques" (Schedule J)
lA. N., Valu. Sub.ct 10 TaK (lIn. 12 minus line 13)
15. Spousal Tlansf,,, (for dol.. of d.ath aft., 6.30.9.4)
S.. In,lrucllonl fOl Af,pllcable Perc.nlage on R.v."e (15)
Sid.. (Includ. valutl rom Sch.dule K 01 Sch.dule M.l
16. Amounl of line 1.t laKable 01 6% rote (161
(Includ. valu'l from Sch.dule K 01 Sch.dule M.)
17. Amoun' of line 1.t taKable 01 15% 101. (171
(Includ. valu.. from Sch.dule K or Sch.dule M.)
18. Pllncipal taK due (Add 10K from L1n.s IS, 16 and 17.1
19. Cledils Spousal Poverfy Crtdil Plior Poymen"
Flower, Morgenthal, Flower (, Lindsay
11 East High Street, Carlisle, PA 17
S846,000.00
l57.77
o
(BI SB46.157. 77
44.604.84
359,135.00
1111
(121
(1J!
(1AI
401,71q Rd
442,417.93
z
'"
!;i
...
'"
...
..
'"
...
442,417.93
x.__
442,417,93
o
)( .06 a
x .15 Q
(181
o
Dilcaunt
Inlere"
~
...
+ +
20. If Line 1911 grtot., than L1n. 18, .nter the dlFf"enco on lIn. 20. Thll ia the OVERPAYMENT.
aD
1191
1201
Check here If you are roquesting a relund of your ovorpayment.
o
1211
(21AI
(2181
21. If L1n. 18 is grtoler Ihan line 19, onler Ih. difference on Line 21. Thi, Is th. TAX DUE.
A. Enler the Inte'tll on the bolonc. due on line 21 A.
B. Enler the 10101 of Line 21 and 21A on lino 218. Thills the BALANCE DUE.
Male. Checle Payable tOI Real.'er of Willi, Ag.nt
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
Under p.nolliltl 0' perjuIY, I doclar. that I hove examined Ihl, return, including accompanying schedules and statem.nh. and to Ihe bill of my knowledge and belif
it II Irue, corr.ct and campl.I.. I d.clar. that 011 real ,sial. has bllln ,eporled at true ma,ko' voluo. D,c1aralion 01 preporer Olher Ihan Iho pononal reprelllnlalive
based on olllnfolmallon of which preparer has any knowledge.
~1(iN"tfJllf Of 'fllSON IU'ON~IB (rOil flllNO IIUURN "OORf!!!! 1229 HJ.llsJ.de Drl. ve 0"1l
C.'lev.c::...<-v-- ,,( ,"-r~ Carlisl~A 17013 Q,UOl/96
!!1(iN"Wllf Of ,lIl'''I!1 O'~H"^llll'RntN''''I'''f "OORf!!!! 11 Eas t _ High Street D"lf
~~-{:::I(.!:!lb~, . Carl~sJ.e_,_PIL~lJ.ill.,3_ Q_3L!UJ.9..fi..._
\,.)
Act #48 of 1994 provide. for the reduction of the tax rate. Impo.ed on the net value of transfers to or for
the u.e of the .pou.e. The rate. a. pre.crlbed by the lIatute will bel
e 3% (.03) will be applicable for e.tote. of decedent. dying on or aftar 7/1/94 and before 1/1/96
e 2% (.02) will be applicable for e.tote. of decedent. dying on or after 1/1/96 and before 1/1/97
e 1% (.01) will be applicable for ellate. of decedents dying on ar after 1/1/97 and before 1/1/98
e Spou.al transfers occurring on or after 1/1/118 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK ("') IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedent make a transfer and:
a. retain the use or Income of the property transferred, .......................................................
x
b. retoln the right to designate who shall use Ihe property Ironsferred or lis income, ...............
x
c. retain a reversionary interest; or ...................................................................................
x
d. receive the promise far life of either payments, benefits or carei .......................................
2. If death occurred an or before December 12, 1982, did decedent wllhln two yeors preceding
death transfer property without receiving adequole conslderatloni If deolh occurred ofter
December 12, 1982, did decedenl tronsfer property within one year of deoth wllhout receiving
adequate consideration'............ .t......... ........ to.....O..........................o............ ..... ......... .......
x
x
3. Old decedent own an 'in trust for' bank occaunt at his or her deathi......................................
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
aev.U02 U+ 11).1S1 ..
, ~
COMMONWfAlTH O' PI!NNSYlYANIA
INHUITANC! TAX RETURN
IUIDfNT DfCfOINt
ITEM
NUMBER
2.
SCHEDULE A
REAL ESTATE
DESCRIPTION
I.
26~ Centerville Road, Carlisle, Cumberland County,
Pennsylvania; house and 131 acre farm (this property'
va~ue is fixed by the sale prica - it is currently
under Agreement of Sale
1229 Hillside Drive, Carlisle, Cumberland County,
Pennsylvania; built in 1994 at this cost for lot and
construction
TOTAL (~I.c~~enle' on line I. ,RecopilUlolion)
VALUE AT DATE
OF DEATH
$450,000.00
396,000.00
5846, OOO_Ojl,Od'
IIV.UOflh 11""1
J:(,t'~l\
~;!jj1..,
COMMONWfAlTH O' PENNSYLVANI"
INHflUTANCf TAX RETURN
USIOfNr DfCEDfNr
SCHEDULE F
JOINTLY.OWNED PROPERTY
ESTATE OF
Herbert M. Bowlb
Jolnl 10nonl(I).
FILE NUMBER
21-95-01\63
NAME
A. Glencairn J. Bowlby
ADDRESS
1229 Hillside Drive
Carlisle, PA 17013
RELATIONSHIP TO DECEDENT
wif~
B.
C.
Jolnlly-ownod proporty.
ITEM LETTER DATE , : DECD'S I DOLLAR VALUE OF
FOR TOTAL VALUE
NUMBEF JOINT MADE DESCRIPTION OF PROPERTY I OF ASSET , .. INT. i DECEDENT'S INTEREST
TENANT JOINT
1. I I
A Household goods, furnish-: I
ings and antiques ,$125,000.00 ;5011 INot taxable as
, ,property held
~ jjointly by
i
I ,husbanci and \~i
I
, I
i
I
I
.
TOTAL (Also ente, on line 6, Recap!.ula.ion) S 0
",
-<
(II more space is needed insert additional sheets 01 some size'
......'sun.I'..i1
-!~
COMMONWfAmt O' 'fNNSYlVANIA
INHUITANCf TAX UTUlN
IISIDINT DICIDINT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Plea.. Prln' or T e
Herbert r~. Bowlby
ITEM
NUMBER
A.
21-95-0463
DESCRIPTION
AMOUNT
1.
Funeral Expenlel'
Cremation Society
846.00
B. Admlnll'rallve CO"'"'
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
1.
""nonol Rep,,"nlnIlYll Commlsslonl none
Sodol Securlly Number of ""nonol Rep,,"nIOIlYllI
Veor Commission. paid
o
2.
Attorney Fe..
Flower, Morgenthal, Flower & Lindsay
family e..mpllon
ClolmonlGlencairn Bowlbv Relollon.hlp wi f..
Add..ss of Clalmanl at docedent'l death
SI..et Add..ss
2,000.00
5,000.00
3.
City
Zip Code
Stale
Probate Feel
Register of WillS, letters testamentary
Mllcellaneoul Exp.nlel.
495.00
The Sentinel, advertising letters
6G.84
Cumberland Law Journal, advertising letters
40.00
Register of Wills, filing fe~, inheritance tax return
15.00
Eso:imated set:tleme:lt expenses for upcoming sale of
pr",mises located at 261 CenteJ:ville Road, Carlisle,
Cwaberland County, Pennsylvania (Sheet attached)
Real Estate Commission
Real Estate Transfer Tax
Termite Certification
Water Certification
31,500.00
4,500.00
55.00
85.00
TOTAL (AI.o onlor on IIno 9, Recapltulallon)
(If more .poco II neodod, Ins..' additional shooh of samo .Izo.)
544,604.84
.
......IIIIU.I'....
~~
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABLmES AND UENS
1'1_ PrInt 0' Typo
PILI NUMUR
21-95-0463
CI2MMOf'IWUIlM 011 ".....ft\IIIUIt...
....,lIftUitCIw.nu....
"IlOIH'DICIOIH'
UTATI CP
Herbert M. Bowlby
ITIM
NUMIIIR
DISCRlmCN
AMOUNT
1.
Mortgage to the Farmers Trust, Company, Carlisle, PA,
on the property located at 261 Centerville Road,
Carlisle, Cumberland County, Pennsylvania~
Account No. MLN-OI00019097
359,135.00
.
TOTAL (AI,o onlor on IIn. 10. Rocopltulollon)
$359,135.00
(II more space i, n..d.d, ins.rt addjtional sh..ts 01 sam. s;z..'
.
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
UV.I,III" IIIIt
';i!-
COMMONWUlf" O. ,INHU\yANIA
INN.."aNe. tA. .nUIN
.1I10IN,tICID'N'
SCHEDULE J
BENEFICIARIES
FILE NUMBER
ESTATE OF
Herbert M. Bowlby
21-95-0463
I,
A. TOAabl. B.queIU:
The entire estate is payable to the
Farmers Trust Company, as Trustee under
Decedent's Will, for the sole use of the
Decedent's surviving spouse, during the
surviving spouse's entire lifetime
Trustee for 100%
benefit of
wife
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF EST ATE
8. Charltobl. and Governmental aeque.tll
o
1.
None
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Alia onlor on IIno 13, Rocopltulollon)
Ilf mo,' 'pan I, n..dld, inll,t addltlonal.h..t. of lam' ,III)
S
o
Cremation Society of Pennsylvania
4100 Jon"lown Rood. Horrl.bof8, P.nn.yl..nlo t7t09
l.nOO.7n.II~00 Nollonwld.
5-30-1995
Mrs. G1encairn J. Bowlby
1229 Hillside Drive
Carlisle, PA 17013
Herbert M. Bowlby - Deceased
X Direct Cremation
Special 48 Hour Or Weekend Cremation Service
Nationwide Guarantee Program
Private Family Viewing/Witnessing Cremation
Cremation Container
Memorial Service
Honorarium
X Ivory Plastic Urn
Urn Burial Vault
Arrange For Burial
Cemetery Charges
X Arrange/Deliver Remains To A National Cemetery
Burial At Sea
Scattering Charge
Packaging And Forwarding Cremated Remains
Bxpress Mail
X CertiUed Copies 18 fl $2.00
Register Book
Memorial Folders
Thank You Cards .
Convenience Package
Flowers
X Newspa~er Placement Fee
X Harrisburg Patriot News
X Carlisle Sentinel
County Coroner Cremation Approval Fee
Other
Other
y
~,~', ,
~\fY:: 1';rl'
J \..u
TOTAL
5-26-1995 PAID
BALANCB DUB
t...I'~
~ \,J\'l\\<.<4 r..
95309
$695.00
815.00
$85.00.
$36.00
$15.00.
$846.00
8846.00
80.00
-\- ( 'B""5"' ..,~'
, ....
, ',1 I I .'.:1"0 \
~~}-
James D. Flower, J~,
Flower, Morgenthal, Flower & Lindsay
Address 11 East Hiqh Street
Carlisle, PA 17013
Telephone(717 243-5513
CERTIFICATION OF NOTICE UNDER HULE 5.6(a)
Name of Decedent: HERBERT M. BOWLBY
Date of Deatht Mav 30. 1995
Will No.
21-95-0463
Admin. No.
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Hules was served on'or mailed to
the following beneficiaries of the above-captioned estate on
JUlv If. 1995 :
~
Address
Glencairn Jeffrev Bowlby, 1229 lIillside Drive. Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date: Julv \ 'is'
1995
!f')
,- >f .,~
"- ~ '!l :? fl~
~ , .....,
, u. ,",
"'"
''I
, ~
, ,
'-' 0) C
(lJa: "I
a: Pi ~~
uu
Capacity:
Personal Representative
XX Counsel for personal
representative
~
15-39' - /--3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
DATE
ESTATE OF
DATE OF DIATH
FILE NUMBER
COUNTY
ACN
l~*
BUREAU OF IHDtVIIlUAL TAXES
INHERITANCE TAX DIVISION
DOlT. 21'601
HARlIIIURa, Pi 171".0".
111'''"10''''111.'''
JAMES 0 FLOWER
FLOWER ETAL
11 E HIGH ST
CARLISLE
11-25-96
BOWL BY
05-30-95
21 95-0463
CUMBERLAND
201
AIoount R..ltt...
HERBERT
M
JR ESQ
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT Tat
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE I To lnau,.. proper c,.~1t to your account, aub.lt the upper portion of thl. fONl with your tax p.yunt.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES ....
iikY=4U-iic--AFP--iii:;';."'9'6r----iii-iiiiffi:E""iij:--liiTE-liiiiiiliTiiiN-ANIi-Aiiiiiisiiiiir---------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF 80WLBY
HERBERT M FILE NO.21 95-0463
ESTATE TAX DETERMINATION
ACN 201
DATE 11-25-96
1. Cr.dit For Stat. D.ath T.xa. a. V.rifi.d
.00
2. P.nn.ylv.nia Inh.ritanc. Tax A......d
(Excluding Di.count and/or Int.r..t)
,00
3. Inh.ritanc. Tax A......d by Oth.r Stat..
or T.rritori.. of the Unit.d Stat..
(Excluding Discount and/or Intsr..t)
.00
4. Total Inh.ritanc. Tax As.as..d
.00
,00
5. P.nnsylvania Estat. Tax Du.
TAX CREDITS I
PAVMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST (-)
AMOUNT PAID
"J
L.
- : :1
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
"IF PAID AFTER THIS DATE, SEE REVERSE SIDE elF TOTAL DUE IS LESS THAN 'I, NO PAY"EHT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU KAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I
,
.
.......... ..
NOTICE.
To fulfill the requlr.-.nt. of Section 2145 (b) of ~ I~rlt~. ~ Elt.t. Tax Aat, Aat II of ."1.
(72 P.I. Section 2145).
PAYJ€HTI
o.tKh the top portion of thl, MoUe. Md ....It with your P'PMt to the RlIGIllt.,. of NUh prlntH on the
r.ver.. .Ide.
.... .... c:heck 0,. __>> order papllte tOI REGISTER OF MILLS, AGEHT.
All p.v-enh rec.lved ...11 M IIPPlJlId first to MY lnt.,...t which ..)' tMi dlMi with MY r_lnder 1Ipp1led to tM lb.
Rff1ICD (CA) I
A ,..knd of I tu C,.Mltt ..y be requestMl bw cMPl,UhII In "AppllClltlon for Rlhnd of P.......)'IVMI.
Jnhe,.lt~ ~ E.tet. TaM" (REV-ISIS). Appllcltlonl .r. ~11~1. at the Dfflcl 0' the Reg.ltl,. of Willi,
my of the 2J AevMUII District Offte.. or 'rOIl the o.p.,.tMnto. 24-hour .......r1ng ..rvJcI nwben for fa.... o,.derlnol
In Pennl)'lv.nl. l-laG-S6Z-ZG5D, out.lde Pennlvlnnle end within local H.rrlsbUrg .r.. (717) 7.7-1094,
TUat (717) nl-ZZS2 (Hurlna 1~lred OnlY).
DLlECTtOHS.
An)' p.rty In lnt.,...t not ..thftH '11th tM ........,t of t.. .. shown on thl. oat1c:. ..v obJHt within
.I.ty (60) ~Y' of r~.lpt of thl. Hatlc. bYI
--wrlU... prot..t to tM PA o.parhWtt of R.v.,.,., IoIIrd of Appeall, D.pt. 2:11021, Her,.labura, PA 17121-1021, OR
--.IHtlne to hh. tM ..ttlr dtltlr.IMd at 1lUd1t of the pttr'OMI r.,a,.......t.tlv., DR
...,..1 to U. Or"PhM" Court.
ADlttN"
lllAATlVE
CORRfCTJOHS ,
F_tual .rron dllcolI.rlld on thll ........,t should btI Itddr...MI In wrltlng tOI PA o.p.rtHnt of RIIIWIUII,
lura.u of Individual T.x.., ATTNI Po.t A.......,t A.vl... unit, Dept. Zea6al, Herrl.burg, PA 171ZI..a6al,
Phona (717) 717-65a5. See p-ea S of th. bookl.t "In.tructlon. for Inharltanc. T.. Return for I Aa.ldent
Dec~t. (REV"ISal) for en Ixpl~tlon of ~lnl.tr.tlveIY corract~l. arror..
PENAL TVI
Tha ISX t.. ..-.ty non-partlclp.tlon panalty 1. co.puted on the tot.1 of the t.. and In..,...t ......ed. ttnd not
p.ld bafor. J~ry II. 1996, the flr.t d.y .ftar the and of the t.. eana.ty pttrlod. Thl_ non"partlclp.tlon
pan8lty 11 1IJIp..IBbI. In the ._ aannar end In the the ._ U.. pttrlod a. you would appa.1 the t.. and In"r..t
that has bMn ......MI .. Indlc.tad on thll notlc..
INTERUT,
For dat.. of de.lh on or .ft.r la"]"'I, penn.ylvanla E.tst. T.x ba.ad on the F.dar.1 E.t,t. T.x
r.turn bacoaa. delinquent .t the .xplr.tlon of nine (a,) .unth. fro. the data of d.,th.
For dlt.. of death prior to 10-]-,1, penn.ylvanla E.t.t. T.x b..ed on the Fedar.l Eltat. T.x raturn
bacoaa. del1nquant .t the .xplr.tlon of .Ight.... UI) IIOf'Ith. frOll the datI of de.th.
T.... which bee... del1nquant bafore January 1. 191Z bMr Intar..t .t the r.t. of .Ix (6;() parc...t par I!ItIl"fIM
c.lcul.ted .t . d.lly ret. of .aaal64. All tax.. which bee... delinquent on or .ft.r January I, 191Z will b..r
lnt.r..t .t . r.t. which will v.ry fro. calend.r y.a,. to c.landar y.ar with that rat. announced by the PA
Dapart..nt of Rlv""" The appllc"'l. Int.r..t r.t.. for 191Z through 1996 ar.,
V.ar Int.r..t R.t. D.lly Int.r..t factor V..r Int.r..t R.t. DaUy 1nt.r..t FlOtor
l'IZ ZDX .na"1 1911 OX .GaDZU
1915 lOX .aaauI 1'11-1991 11X .GaUal
"14 11X .ansal .... 'X . DDDZU
1'15 UX .aaaS56 I99S-I994 n .DDU9Z
"16 lOX .aaDZ1. 1995"1996 'X .DaDZU
--In"r..t 11 c.lcul.ted .. followlI
IHTEIlElIT . BAL&HCB OF TAX UNPAID X NUIIBER DF DAYB DELINQUEIfT X DULY IHTEIlElIT FAc:roR
nAny Notlc. liNed .U.r the t.. bacDII' aUnquant wUl raftact ., Int.r..t c.lculatlon to flftHn US) day.
bayond the data of the .........t. If p.v-\t Is ..sa .f"r the Int.r..t COllPUt.Uon data ~ on the
Hotlce. ~ltlDnlI Int.r..t .u.t ba calcul.ted.
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLANO CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifiv=is4'7-EX-;;j:p--rciF91.rNOYicE--Oj:-YNHEififANCi-YAin('ppiiliisEiiiNT-;-;;i.LOiiANCi-jili---------------u
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HERBERT M FILE NO. 21 95-0463 ACN 101
TAX RETURN WAS. I I ACCEPTED AS FILED I XI CHANGED SEE
APPROVED DEDUCTIONS AND EXEMPTIONS I
46,104.84
9. Fun.ral Expan.../Ad.. Coats/Hisc. Expan... (Schedule HJ (9)
10. Dabts/Hortgaga LiabiliU../Llana (Schadule Il nO) 359.135.00
11. Total Deductions (11)
12. H.t Value of TalC R.turn nZ)
15. Ch.rlt.bl./Gov.rn~.nt.l a.qUa.t. (Schadule J) (13)
14. Nat V.lu. of eat.l. Subject to TaM (14)
NOTE I If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18
reflect figures that include the total of ALL returns assessed to dete.
ASSESSMENT OF TAXI
15. A.aunt of Lina 14 at Spou..l rat. (15)
16. Aaount of Lina 14 taxable .t Lina.l/Cl... A r.t. (16)
17. AMOUnt of Line 14 t.xable at Collat.ral/Cl... 8 rat. (17)
18. Prinoipal Tax Du.
.'.
(6^- ., 7 ,/3 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVlSIDH
DEPT. ua'OI
HARRlSlURG, PA 17UI-a6n
NOTICE OF INHERITANCE TAX
APPRAtSEHENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
JAMES D FLOWER
FLOWER ETAL
11 E HIGH ST
CARLISLE
JR ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-25-96
BOWLBY
05-30-95
21 95-0463
CUMBERLAND
101
AMount R..i Ued
PA 17013-1819
ESTATE OF
BOWLBY
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Raal Eatata (Schadule A)
2. Stock. .nd Bond. (Schedule B)
3. Clo.el~ Hald Stock/Partnar.hip Intar..t (Schedula C)
4. Hortaaa.a/Hota. Raceivable (Sch.dule 0)
5. Ca.h/Bank Dapoait./Hi.c. Par.onal Prop.rt~ (Schadule E)
6. Jointl~ Owned Prop.rt~ (Schadul. F)
7. Tran.fer. (Schodule Q)
8. Tot.l A...t.
III
121
ISI
141
(51
161
171
846.000,00
,00
.00
,00
157,77
.00
.00
IBI
440,917.93
.00
.00
TAX CREDITS I
PAVHENT
DATE
DISCOUNT I-I
INTEREST I-I
AI10UHT PAID
RECEIPT
HUHBER
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
~-
I...l"'" U, IIl.KI
HERBERT
DATE
ATTACHED
11-25-96
NOTICE
M
HOTEl To inaura proper
credit to ~our .ccount,
.ub.it the upper portion
of thia for_ with ~our
t.x pay.ant.
846.157.77
40C;.?::\q A4
440,917.93
.00
440.917,93
will
X,OO.
X .06.
X .15.
l1BI
.00
.00
.00
,00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAVNENT IS RE~IRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.I
.00
.00
.00
.00
r
.
AESERVATJOHI E,t.t.. of decedent, dying on or be'o,. Dec.-ber II, .," .. If anv future Int.r..t In the ..tete I, "tn,f.rred
In ra.....lon Dr enJov-ent to el... . (col1a'I,.I.' b~flcl.rl.. of the deCedent .ft,,. the ..plr.tlon of 8ftV I.t.t. 'or
11f. Dr for V"", the CD~.lth har.bv Ixpr..,I., r...rv.. the rllht to appral.. ~ ...... "8ft,'.r Inherlt~. fl...
at the l~ful Cl... I (callltara1' r.t. on any IUCh lutur' Int.,...t.
_Of
HOrICE. To fulfill the requlr..entt of Seotlon 2140 of the Inherlt~. Bnd E,tata 'IX Aot, Act ZI of 1991. 72 P,I.
Section 2140.
PAYJtEHTI Detech thl top portion of thb NoUu and lutHllt with your P'yaMt to the Aqht.r of WIUI p,,'ntMl on the r.vlra. steM.
""Ilk. c:hKk Dr __'f' or... p,.,.11 to. REGISTER OF MILLS, AGENT
All p.~t. r.calvld shall 'Ir,' bl .ppllld to JnV Int.,..t which ..., ba due with eny ,....Indar .,plled to the t...
RUUND (tAli A ....und of I tIll credit, which .... not r.....t.d on the T.. R.turn, .'V b. tequtl.ted by cupl.Ung .... "AppllcaUon
for R.fund of penn.Vlvenl. Inn-rltenc. end E.t.t. r.... (REY-ISIS), Application. ar. .v.llebl. at the Offlc.
of the A.,ht.r of "l1h, eny of the; 2S A.vMUa Olltrlct Offlc.., ar by c.l1lng the .p.cl'l 14-hour
en.werlng ..rvlc. nuebar. for far.. ord.rlnOI In P~.vlvenl. 1-100-S61-Z0S0, out.ld. Penn.'lv....l. and
wUhln loc.1 H.rrhburg .n. (717) 111-1094, TOOl UU) n2-US2 U...rlno hlP.lred Only).
alJECTIOHSI AnV p.rtv In Int.,..t not ..tl.fled with the appt.I..-.nt, .llaw....c. ar dl..llowancl of d.duCtlon., or .......-nt
af tax (Including dl.count or Int.r..t) .. .hown on thl. Natlcl .u.t Object within .I.ty (601 d.,. of r.c.lpt of
thl, NoUu bVI
"-written prot..t to thl PA D.p.rt.ant of Revenue, aoard of App..Is, a.pt. ZlUll, H.rrlsburo, PA l1UI-Utl, OR
--.I.ctlon to h.va the ..tt.r dat.r'lned at audit of the account af the p.r.on.l r89r..ant.tlv., OR
--appaal to the Orph.....' Court.
AOftIN
ISTRATlYE
CDARfCTlDHSI
OISCOUNTI
Factual .rror. dl.cav.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA O.p.rt..nt of Rlvenul,
aur.au af Indlvldu.l T'M", ATTNI pa.t A.......nt R.vllw unit, Olpt. 21D6Dl, Harrl.burg, PA 17121-D6Dl
Phone (717) 111-6S05. Sa. p... 5 af the bookl.t "In.tructlons 'ar Inh.rltanc. T.. R.turn far. R..ldant
Ole.den"" (REy-nOI) far.... ..planaUon of ad.lnhtraUv.ly cornetllbla .rrar..
If ....v t.. due II p.ld wUhln thr.. (5) ul.nd.r .onth. .ft.r the d.udant'. d..th, . fI". p.rcant fiX) dhcount of
the tax p.ld I. allowed.
PENAL TV I
The 15X t.. -.na.t, non-p.rtlclp.tlon panaltv I. coaputad on thl tat.l of the t.. end Int.r..t ......Id, and not
p.ld b.for. J~r, II, 1996, the flr.t d., aft.r the end of the t.. ~.t, p.rlad. Thl. nan-p.rtlclpatlon
p.....ltv I. 1PP'.lebl. In the .... .annar and In the the .... tl.. p.rlod .. you would .ppa.1 the t.. IMd Int.r..t
~t h.. be.... .......d .. Indlcatad on thl. natlc"
INTERESTI
Int.r..t I. ch.rged blllnnln. with 'Ir.t d.v of d.llnquencv, or nl~ (9) eonth. and Dna ell d.V froe the d.t. of
dI.th, to the d.t. of pa~t. T.... which bee... d.llnquent b,'ar. Janu.rv I, 1911 b..r Int.r..t .t the r.t. of
.1. (6XI p.rcant p.r annua c.lcul.t.d at a dally t.t. of .DDal64. All ta... which b.c... d.llnquent on and .ft.r
J.nuarv 1, 191Z will b.ar Int.r..t at . rat. which will ".rv froe c.land.r v.ar to c.lendar y.ar with th.t r.t.
announced by the PA Dap.rt.-nt of A.venue. Th. appllcabl. Int.r..t r.t.. for 191Z through 199' .r'l
'!!!r Int.r..t R.t. DaUv Int.r..t F8ctor !!!! Int.r..t Aat. OaUv Int.r..t F.ctar
191Z lOX .D00541 1917 OX ,DOn41
I,n 16X . DooO' 1911-1991 m ,DaDSGl
1.114 IIX ,DOaJDI 199Z OX .000247
1915 ISX .DDDS56 1995-1"" n .000192
I'" lOX .000274 1995-1'" 9Z ,oan"1
....Int.r..t I. c.lculatad .. fol1owlI
INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYB DELINQUENT X DAILY INTEREST FACTDR
--Any Notlc. I..ued .ft.r the t.x becoaa. d.llnquent will r.,lect an Int.r..t calculation to flftean CIS) day.
beYond the d.t. of the .......-nt. If pav.-nt I. aade .,t.r the Int.r..t coaput.tlon d.t. Ihown on the
Notlc., additional Int.r..t .u.t be c.lcul.ted.
.IY,,;'.'.OIl'.....
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH Of PENNSYlVANIA
OEPAUMENT Of REVENUE
IUllAU OP INDIVIDUAL TAXIS
OEPT, 2B0601
HARRISBURG, PA 1712B,0601
OECEDENT'S NAME
filE NUMBER
lIerhert H. Dowlby
21q5-0A63
ACN
101
SCHEDULE
ITEM
NO.
EXPLANATION OF CHANGES
II
0-3
Per Section 3121 of 199A Act, effectho January 30, 1995. thefoCll1yexolll\'-:,
tfon" wlls amended iner...osing the otlount of tht! c101Lt froCl $2,000 to $3,500.
_ _~._ _.__...,.. __ .'.h'_ "___.. . ....~.._...,"_. "_'..__...~>. _._.. ~'T~ ._.._.,' .+~"., __...H.W" T__' ,
___, r'_._'"'_.'~'C.'.''''~''''''__''' ",,~_~-,-~_"'--'o-.,,___.._.._ ~_.- ....-. ..._.._~..
-~-_...~--~..- ,-~ -. ._~._-'-Y~'..'~~"'" ".'+_..~..,."_'. ~._"'_"__'",'_ ." _..-.___,.._..~.__.-" .,--...-,.. ,,_. -"
~ .'. --_.....'"" ,"_.._"--~_.~".-----,-;--, .'-.'-~" ~.._.
, --j'
TAX EXAMINER,
Charles I/rillht
PAGE
/5- Y/-j3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
c..-
~*
BUREAU OF INOtVIOUAL TAXES
IHtlER1TANC[ TAX DIVISION
DEPT. aG60l
tlARR1S8UAG. PA 11t:a~o601
JAMES D FLOWER JR ESQ
FLOWER ETAL
11 E HIGH ST
CARLISLE PA 17013
I",,,,,,.,, III.'"
12-02-96
BOWLBY
05-30-95
21 95-0463
CUMBERLAND
202
HERBERT M
Amount RenUt.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
ESTATE OF BOWLBY
HERBERT
M FILE NO.21 95-0463
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
HOTEl To In.u~. proper credit to your 8ccount, subnit the upper portion of this forn with your t.x p.yn.nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
h-{v:;iJ;-EX--AFP--CO;:-96j-----M-.-Niificif-OF--OETE-RHiiiAiiiiH-Aiio-AliSESS-HENif----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
2, Pennsylvania Inheritance Tax Assassed
(Excluding Discount and/or Interest)
3, Inheritance Tax Assessed by Othar States
or Territories of the United States
(Excluding Discount and/or Intarest)
4. Total Inheritance Tax Aseessed
5, Pennsylvenia Estata Tax Due
6. Amount of Pennsylvania Eetate Tax Previously Aseessed
Based on Federal Estate Tax Return
7, Additional Pennsylvania Estate Tax Dua
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST (-)
ACN 202
DATE 12-02-96
.00
. DO
. DO
.00
,00
.00
,DO
AMOUNT PAID
TOTAL TAX CREDIT ,DO
BALANCE OF TAX DUE ,DO
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAtO AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN '1. NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU MAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
PURPOSE OF
NOTICE I
PAYJ1f:N'1
REFUND (CR)I
OBJECTIONS I
AO"IN-
ISTRATlYE
CORRECTIONS I
PENAlTYI
IN'ERESTI
.
rr,
I
W
,
.-
u:
1:3
Qu
To fulfill the nqulr...nt. of S.cUon 2lltS fb) of the Inh.rUanc. and E.t.tl 'Ill Act, Act U of 1991. (72 P.'.
S.cUon Zl4S).
D.t.ch thl top portion of thll Notlc. and lub.lt with vour p.y..nt to the Rlgl.tlr of will, printed on the
r,vlr.. lid..
u "aka chick or IIGnly ord.r PlYabl. tOI REGISTER OF MILLS, AGENT.
All p..,.ent. r.c.lvld Ihlll b. Ippll.d flrlt 10 eny Int.r'lt which ..y b. due with Iny r...lndlr .ppll.d to the t.ll.
A r.fund of . till crldlt aa., b. r.au..t.d by co.pl.tlnG an "Appllc.tlon for Rlfund of p.nn..,lvlnl.
Inherltanc. end Eat.t. 'aM" fREY-IlI1). Appllc.tlon. .r. .v.lllbl. .t the Off Ie. 0' thl R.allt.r of Willi,
Iny of the 23 R.v.nu. Ol.trlct of,lc.. or froa the D.p.rt..nt'. Z_-hour In.w.rlng ..rvlc. nuab.r. for for.. ord.rl",1
In P.nn.ylvanl. 1.800-162-2050, outllda PIMlylv.nla and within 10ClI 'tarrhburg .r.. (717J 187-6094,
TOO' (711) 772-Zl52 CH..rlnG lapalred OnlY).
An., p.rt., In Int.r..t not ..tl.fl.d with the ........nt 0' t.M .. .hown on thl. notlcl aay obJlct within
.Illty f60J day. of r.c.lpt of thl. Hotlc. bYI
....wrlttan prot..t to the PA D.p.rt"nt of R.v.nu., Bo.rd 0' App..h, D.pt. l610ZI, ttarrhourg, PA 11121-IDZI, OR
--.I.ctln, to h.v. Ih. ..tt.r dat.r.ln.d ,t .udlt of the p,r.on,l raprl'lntltlv., OR
--.pp.al to tha Orphln.' Court
Factual .rror. dl,covlrld an thl, ........nt .hould bl .ddr....d In wrltlno 101 PA D.p.rt.lnt a' R.v.nu.,
Bur..u of Individual Talle', ATTNI Po.t A.......nt R.vl.w Unit, D.pt. Z10601, Uarrhburg, PA 17UI-0601,
Phon. (717) 717-6505. S.. plgl 5 of Iha bookl.1 "In.tructlon. 'or Inh.rlllnc. 'Ill R.turn for. R..ldlnl
D.e.dent" fREV-1501) 'or .n 'llplan'llon 0' 'd.lnl.tr.tlv.l., corrlcl.bl. .rror..
Th. 15~ tIll I~..ty non-p.rtlclpatlon p.n.ll., I. ca,put.d on the tot.1 of the I'll and Int.r..t .......d, Ind not
p.ld b.for. Janu.ry II, 1996, Ih. flr.t d.y .fl.r Ih. .nd 0' th. 1.11 .~I.ty p.rlod. 'hi. non-p.rtlelp.tlon
p.n.lty I. app..labl. In Ih. .... ..nn.r and In Ih. Ih. .... tl.. p.rlod .. yau would 'pp..1 the ta. and Inl.r..t
th.t h.. bl.n .......d .. Indlc.t.d an thl, notle..
Additional penn,ylv.nl. E,t.le rail .......d .. . r..ult of . chang. on the f.d.r.1 E.tat. '"II cao'lnO
I.ttlr b.cOl.. dlllnquent .t the a.plratlon a' on. CI) aonth fro. the d.l. t~. ,In.1 not Ie. of Ih. Incr....
In F.d.ral E.tat. T'M I. r.calv.d.
T.... which bae... dlllnquent b,'or. Janu.ry I, 1911 b..r Int.r..t at the r.l. of .111 f6X) p.rcant p.r annua
c.lcul.t.d at . dally rat. of .000164. All t'll" which b.c... d.llnquant on or .ft.r JIftU.ry I, 1ge1 will b..r
Int.r..t .t a r.t. which ~lll v.ry fro. c.llnd.r y..r 10 callnd.r y.ar with th.1 rat. announc.d by the PA
Clp.rt..nt 0' R.v.nu.. 'h. appllcabl. Int.r..t rat.. for a91Z through 1996 ar..
~ Inllr..t R.t. D.lly Int.r.'1 Faclor !!!r Int.r..t Aat. D.lh tntar..t fActor
1911 ". .000541 19117 .. .OOOl47
nil 16~ .GOllue Ule-I991 II~ .000.101
1914 lIX .0001GI 1992 .. .000U7
I9IS In .000156 1991-1994 ,. .000191
1916 I.. .000l7" 1995-1996 .. .GOOl47
ulntar..t Is c.lcul.t.d .. 'ollow'l
INTEREST . aALANCE OF TAX UNPAtO X NUnSER OF OAYS OELINQUENT X OAILY INTEREST FACTOR
--Any Hotlc. I..u.d a't.r the t.ll b.ea... dellnqu.nl will r.f..cl .n Int.r.'1 c.lcua.tlon 10 ,I't..n cl.) d.y.
b.yond Ih. data 0' I~. ........nt. If p.y.snt I. '.d. ,'I.r the Int.r..t co_pul.tlon d.ls .hown on Ih.
Hotle., .ddltlonal Int.,..t ~.t b. c.lcul.t.d.
.
JRD/JuDe 30, 1992/17858
REGISTER OF WILLS
CumberlDnd Counly Courlhouse
One Courlhouse SquDre
CDrllsle, PA 170J3
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Rcpresentallve
Counsel: JAMES nOWER, JR. ESQ.,
RE:
E'4tale of HERBER'!' M. BOWr,BY , Deceased, Lole of
CA KJ...ll:> J..l:.
&tale No.: 21-1995 -4 63
Dale of Decedenl's Dealh: MAY 30, 1995
Pursuant to Rule 6.12, the above named personal representative or the above na!"ed attorney, If
applicable, within two ('2) years of the decedent's death, and annually thereafter until admlnislration is
compleled. is required 10 file with the Register of Wills a Status Repon as required by Rule 6.12, in
substantially the prescribed form, showing the dale by which the personal representative, or attorney, as
applicable, reasonably believes administration will be compleled. The purpose of this NOllce is to advise
you that unless the requisite Status Repon Is filed with the Regisler of Wills or Clerk of the Orphans'
Coun, as appropriate, within len (10) calendar days after the date of this Notlcc that the Register of Wills
Is required 10 DOtify !he Orphans' Coun Division, Coun of Common Pleas of such delinquency and to
request that said Coun conduct a hearing to determine whelher sanctions should be Imposed upon the
delinquCllt personal representative and the delinquent personal rc:eesentative's counsel, if any.
ACCOrdingly, If the requisite Status Repon is not filed by JULY 1 , 19~~ you are hereby
advised that a request will be submilted to the Coun in accordllllce wit~ Rule 6.12. f\
Date: JUNE 24, 1997 ':mC/)~ /;. 1-P.UJ.u P.U'I, v,m, ~1..lfld~Jpb.f'
Deputy egister of Wills \.
Distribution to Estate File
C.-
./
STATUS REPORT UNDER RULE 6.12
Name of
Decedentt~~"'~
Death:iI-~~--" 5-20-Q5
Admin. No. ;21 . 16--OV' .J
Date of
Will 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~
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: q \A~~' ",I.-
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 a~count is:
c. Did t.he 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.
Datel~
,~ "J
tJ'\
r-.J " -
-
c
-
0,
~
N
frJ
Vl
<0 ,.:.}
~'"
P' :;;5
UU
lV,A......
ame (Please type print)
_, \ E', ~ (J... thl.c.. ~~ 1701)
Address ~
011) ~'1-S'SI"3
Te 1. No.
~ \.)
CJc:
c:
Capacity: Personal Representative
~ Counsel for personal
-r-representative
(HAH I rmf! AM3)
CI
..... "
~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: A/?I..-t~~r 1ft,
Date of Death: ,c;-:' '1,!J -/'/<;;,1-
Will No.
f) _c~ }
t":.,.."')....;....,. PI!:..
/'
Admin. No. d / - /,/,'-l6-:' tJ ~ 63
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of th~ above-captioned estate:
1.
State whether edministration of the estate is complete:
Yes No A
,
2. If the answer is No, state when the personal
representative reasonably ~elieves that the administration will be
complete: ~ ~~v~
J. I f 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:
R"-(-{)/
~CYAA4k'<' (J'), r.'::~u..u_),
IS ~grat.ure ~
\"~CLUu!~ 0), F/b LtA~ c0
Name (Please type or print)
tU i-{) - tWplJI. (>,,/'It,]~ f~ 17,wJ
Address
(7/7) ;{'1]-{ ~~..).."
Tel. No.
Capacity:
Personal Representative
L..,/Counsel for personal
representative
(HAH:rmf/AH3)
\
"
U,S. Postal Service
CERTIFIED MAIL RECEIPT
(Domostlc Mml Only: No Insur.1l1cO Covor.lgo Providod)
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tE"'1or,...~lRDQulflldl
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I · Complete Items 1, 2, and 3. Also complete
Item 4 If Restricted Delivery Is desired,
I · Print your name and address on the reverse
so thai we can return the card to you.
I .. Attech this cord to the beck of Ihe mall piece,
! Q( on the front If space permits,
I 1, Article Add....od to:
I -1ml1E~ ~. Fl.Dl~E1\ s:R..
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I '2.(1 V\J,'~G~:Sr.
i C;h?I-I.sU=)A,/70/3
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D. I, ress dlrtorentlrom Item 1?
If YES, enler dolivery address below:
o Agont
o Addrussee
DYes
D No
ell/po
Certified Mall 0 Express Mail
o AeglalOted Cl Peturn Receipt for Merchandise
o Insured Mail [J C,O.O.
4. Restricted Delivory? (&tro Fee)
Dyes
2, ArtIcI.,Numboo~!?/'rlrom'."Ic.IJIee.u.Z.5 fr::J:fiJ _ rv /50
,O{JD-ULP/JT).-UU - ~IT-~I
PS Form 3811, July 1999
Domestic Return Receipt
t025D5-UV.M.1789
.
cumberland County - Register of
One courthouse Square
Carlisle, PA 17013
phone: (7l7) 240-6345
Date: 4/15/2005
FLOWER JAMES D
26 WEST HIGH STREET
CARLISLE, PA 17013
RE: Estate of BOWLBY HERBERT M
File Number: 1995-00463
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
5/30/2005
Your prompt attention to this matter will be appreciated.
Thank You.
re~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
cJA
Cumberland County - Register of Wills
One Courthouse Square
Carlisle, PA l70l3
phone: (7l7) 240-6345
Date: 4/15/2005
GLENCAIRN JEFFREY BOWLBY
1229 HILLSIDE DR
CARLISLE, PA 17013
RE: Estate of BOWLBY HERBERT M
File Number: 1995-00463
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
5/30/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~.I~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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Counsel
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Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6,12
Name ofDeccdent: ' lok.." I.u.d- JIlt 'R n u-I-f.b? .&:t-
Datc ofDcath: ,'J""- SO 0 -9 t!, -
Estatc No.:';> J- C; ,t;"- - () 'Y 6 3.
Pursuant to Rule 6.12 of the Supremc Court Orphans' Court Rulcs, I report the following
with rcspcctlo complction ofthc administration ofthc above-captioned estate:
1. State whcthcr administration of thc cstatc is complcte:
Ycs )81 No 0
2. If thc answer is No, statc whcn the personal represcntative reasonably believes that
thc administration will be complete:
3. Ifthc answcr to No. I is Ycs, slate thc following:
a. Did thc pcrsonal rcprescntative file a final account with the Court?
Yes 0 No,m
b. The separate Orphans' Court No, (if any) for thc pcrsonal rcpresentativc's
account is:
c. Did thc pcrsonal rcprescntativc statc an account informally to the parties in
intcrest? Yes JEl. No 0
c. Copics ofrcccipts, rcleases, joinders and approval of formal or informal
accounts may bc filed with the Clerk of the Orphans' Court and maybe
attachcd to this report.
Date(j-/lf-O)-
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Capaciry: !d~sonal Reprcsentative
L!::fCounsel for personal represcntative
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