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Home My WebLink About96-00451 I)ETITION nm l'IwnATE llml (;RANT 01' LETTERS E.llatl'of JIlIN ~1'LI:::i._.tilL-. No, ~cu.:- <IS I aim kllown as _---.- __.__ To: ClIMIIEIlLANI\ ._ Regi~ler of WI Is for Ihe Ikl'.'Ull'rI, CounlY of .-.. in Ihe Social SI'Cllrily No. 198-03-754lL--.--- ..' .'- Commonwealth of Pennsylvania The pel it ion of the undersigned resre~lfully represenls Ihal: Your pelitioner(~l i~/are I II years of age or older and the execut OI'M named in the laM will 01 the above deeedenl. dated .11I1Y-21 ______ 19m! --- and codicil(~) daled ------. Will --- ---- --*- --~ "tl:",t"II\",,,,,,,,,"II.,, r. ""L,\;,",,'n.lluthlllf'nutlll,tH) Decedent was domiciled at dealh in CUMBEIlLAND CnUlllY. Pennsylvania. with hl!L last family or rrin. cipal residence at CAJoIl' 111 LL. PA ---. I"" ."n1. ,,,"',,..... IIlJ l1h"",plh"l WHEREFORE. relitioner(~l re~peclfully requesl(s) Ihe probate of Ihe last will and codicil(s) pre~enled herewilh and the grant of lellers ----'IcstlUucnlury.--- - thereon, Z ~v. Ilr"""'f"I"".1''''''''lrl,,,'nll,;.'''.r''nl\l''II..ndtl"~I'1 e {xl.. ___&Afl? {x)7-A,r/t.t,,:,,.;.--.;rfi"'c...tr-- ~_ ohn v. Bowlcs.f,f'r. Fl'cdcI'icn Whlll'Y ~f -144:H;tntc-llllnd .. . . 500 Cnbln.HolToW"RffiYd------ c: ~ i!g __DunCJ.U1l1on._-PA 17020 Dillsburg.-.PA ..1.7019.- --.- :il 717 -432-4753 _0- u_ ;; 0 ;; . .. Vi _ u____ .-.--.- -,~-- -- -_.- ----- -. . ---~--- ..-....- - --..-....-- -.-... .,.---'.-- ..-...----- .__._ _.._._____n_____.. OATil OI:I'ERSONAl. REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA} COUNTY OF ~ CUMBEIlLAND ss The petitioner(s) above-named ~wearlsl or affirl11(~l that the stalements in the foregoing pelilion are true and correCI 10 Ihe besl of Ihe knowledge and belief of petilioner(s) and Ihat as personal [:~~esenlatiVe(S) of the above decedent relit"J/iionerlSl will well and truly adminisler Ihe eslate according to Sworn to or affirmed and sub~cribed {]c}' v ,~~ (f? b f h. /, ..I 10 V. Bowles. .11'. j/ t e 07ret IS ,) - ------ ~ y-'I( >c_,_.. ~"'-' ~ Y)kL, , y" f, ' ._lr'rJdD.!..!:__0rttJ t~_ '!"'.:p"l,'j For thl' Register ____~'I'edcricn Whlll'Y iJ /5""- /1'-,,/-3 21-96-1,51 Thi, I' lOlllt ll\ tll.lI tilt 1II1.1I11l_llhlll lUll ~~I\ t II hl.1l It \1 h \ "I'1t ,! 111111\ .111 ," 11:111,11 'l'IlItll .11,- III oIl.111l ,Iul\' f11l'tl Willi II1l' .1\ l.lll.1I Hq';I\lIH 'Tht, "11,l~lIl,d It 111111.111" \1 III hI 1,11'1 .It'\t ,II" I ill "1,.1{ \,,1.11 HI'! "I'\-. C Illllt IlJI I"~ 11111111 11' hhll~~ WARNING: Ills UlcgnllD dupllcntc this copy by photostnl (H phologrnph, hl'tlll 1111'0 It Illlh.lll, S.'IIO 3 i- .~ ~. ') r ') 0<-0,-0':' Ntl. I I I 1 I . 'Z """ /-.--- #r r -; , L ~;!.)(j /,(/:_(,-)';!d.~ I Ht ,il IlI'l!I'II.lf cJ' ", ;l l IJll (),lft' 116),," 111 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH fUoMlOlOf.tI.DIH".. WoUetMII .. John V. AQ(A"'~ Uf'Cll""I.M - .... ... .. Mole 77,.. Bowles Sr. \MIl" I 0- ........ I ....... I ity I'\.IICI OfDl,uH.:r......"....... -...,....",..--. HQs;..Ul ......... rX l~"" LJ DA![OI.....H ,..........1,.,_1 WI~<<:'#f_ ........,"'..,.c......,. COlJfItfl ClRH Qn.IOftO."""'OIOlAlH i7 , , Cumberland ClOlN'T" USUAl 0CCUf'0III ..,:::::::'<<::~~:1 East Pennsbor Holy Spirit Hospital sw....IolJ...... ~ISl(;l.,...tr"'"''''.I.. , 198 - 03 - 7546 O&J[OIIA.NH,"'lAlU.,_1 . 5-30-96 ::1110 AACI...__8IIoC:l.WM.1Ie ,~,I "White -""".. ..-"..--- .........t.t.lsW'us."'....... ,...............w-..a ~..&-"'I .".StJIC!O(Nlhl.... u' AAYlOfQACn' ...\il...O Mc.tOfN1SI0lJCfJ00 ... IlI..II.!!!: \1c::r.1 " 1tlHOD'1U$lHl I/IfoOOUS1Al' OlClDlHrSMAIlHJAClOMHlSIr'" c.,oTooon s..-1.,CwII C OIeIDiNt'. ACIU'" ''''''00<1 ,..-, ~~- ,.. u. ,,--fa. ".xx........._--1IampdelLTwp . 55 Cen ter Blvd. ,. 1 17011 un.,'UNNC".'Il u.a.II ,_ Henr Bowles ...~.. John V. Bowles Jr. '" ..... ......KXo__O "-tI~_b.D 0N0""-"r' "'" ...- --. _Cumberland .........t 11.0 =..:::=.=:::.. l,IOIItlAS....Yf".. "'..... "...""~....,.... , Kathr n Bunsfi&ld "'CJN,I.I.HfSW."IHIUOOAl:UI:IHooI s.../",~ 1443 State Rd. Duncannon. I"\.JoCI.Qf'OlSf'O\lflOH."'-"C_""O___ lOC,u(lfll. ..01'*...... , .Rollin rtA50HACTNI....SUCH UC(N5lMMN" . m-011654-L ......... "" OoI.....u..'.......__....pIM:.II..... ."'" OAIlrAOHOU..cIOOlAO........ 0.,_1 1Ml0l' ,uH . if. :,-0 " If.filUtTt l_......-..........~_....c-..a...."" O.........__..r1tW'4 1IwdI..'.._...._--........ ........-....... '.IMf-~"'''''- mE~~!1)~2M~t!ll1.J DulIOl!.f'U.lt(#6[O.IlHCl ~l I: OUlIOP'l.l.S"C~O<J(HUDI DUlfOlOM......roUWLN.;;IUl DNIOf..lUNf ,.........1.., ....., 'NU'I .t.UfC"P 'I'OHGI ......,......OfDl,uH --,,,,,,,"00 couP\lT(lNOfCAUU rJ 0 OI-OlNH' ..... ....... ..- n ......-- n ...0 ...0 ..... 0 c....../Ut.t....---.. [] Pa. 17020 so.r.hrC- Green Mem. Pa Cam .....UI i,NO.lDQN.lSOIfAGlllf"l yers-Harner FH Inc. 1903 tOCtHKJNUIIl" .,...St4KACflIW'lOlOYlOOCALll.l.MlN[AlCCJAOOotl'U ...0 ..0 I~'-' :=-:= , i : , . , , , -I , . -. I,U(OIIiNJUAf I'tJlIlll; c::u-......__-...."" ... ....,.-.,................._........""""1 ~'R\lIoOJUII.r Pl5CMlt:tQfrIIIN.A.Ift'fOCCUMlO .. 19L-_____ "-.M;IOlOOUJAf..._'_"....'.......IIIIl.. ~Nl!.l"'.l ... ..... 0...0 U HL..- :IN 'OCAflOH~_ ~,.. '" .... I.. "'"..,,~......... .CIJlllP'n11l1'"'~~_I.IOII~~<I__.......".,..._""'~.....~..,.-...-J~''''''_....JJI ,...IIoIIt...................-'..........--....'....._M...""'........ ...... ..........,.. ... .~ : ~AHOClJlt"'WQ'"'Io1C1Al1I""...._t.o...,"';.I.u......_.'f~..~...~..,.d.-.1 ...IIoIIt....u............._........__....., ..............._.........NI.I....__........ ....DICAl U",,*IMOfIlOIfllll Oft__...,.....~andI.III"."'.._.III""....-.cf..I""U"".....tt..IIfflot....'..l/'ldpl.u. ........,.'...'...1<14.1..... I..~..IC.....,...................................................................................... ....~ ~IQJ/-J/ J Po. St. n :::9];~:~'~~~q)JO tiCll:jHl~" 4 ro,u[~O..........O"_1 [11'L~6'LE: h,._;I\.MntJ~._ ""...t ""OAOOAl"Of...."SOfolWltOCOloOl'\I1tOCAU5(OIOf,u~ ._JnlppeOl"''' "'''~lIo/U c. litE,',,) ,., iJ, n" 'h!.E. N ,".}r Oo'l"''''(Oi~'1 " c WILL OF JOHN V. BOWLES, SR. I, JOHN V. BOWLES, SR., of Camp Hill, cumberland county, pennsylvania, declare this to be my last Will and hereby revoke all prior wills and codicils. 1. I direct that all my just debts, funeral expenses, gravemarker and administrative expenses shall be paid from my residuary estate as soon as practicable after my death. ~. I dirp.ct that all inheri t~.n'~'? estate, transfer. succession and death taxes of any kind whatsoever which may be payable by reason of my death shall be paid out of my residuary estate. 3. I direct that my entire estate be distributed as follows: A. I leave $2,000.00 to my granddaughter, Joann Bowles. B. I leave $1,000.00 each to Shawn Whary, Janelle Whary, Greg Whary, and Holly Whary. C. I leave $500.00 each to steven Baer, Colleen Baer, Cody Whary, Jesse Whary, Kyle Whary, and Adam Whary. D. Should any of the above beneficiaries predecease me, then that share shall pass to his or her spouse, and if no spouse, to his or her heirs. F. The remainder of my estate shall be divided equally between my son, John V. Bowles, Jr. and my daughter, Fredenia Whary. G. Should either of my children predecease me, then that share shall pass to his or her heirs equally. 4. as joint of them. I appoint John V. Bowles, Jr. and Fredenia Whary Executors of this my last Will or the survivor LAW OfFICES Of 7. The Executors of this Will shall have the power STEPHEN J. HOGG 40' E. LOUTHER STREET CARLISLE. PA 17013 -, j 1'1' ' (; C \)-:"7""'- . .,kc,V'L-J(I r'~'- . ./ " \() .s /11('. -, to distribute my estate in kind or in cash, or partly in either. 8. I direct that no Executors acting under this Will shall be required to enter bond in any jurisdiction. IN WITNESS W 00"/ Ai, day of ( I have hereunto set my hand this , 19 '10{.. .....-.~~6~ OHN V. BOWLES, SR. "I- LAW OFFICES OF STEPHEN J. HOGG ", 401 E. LOUTHER STREET CARLISLE, PA 17013 06 . -S J)1 Q.. ACKNOWLEDGMENT Commonwealth of Pennylvania County of Cumberland I, JOHN V. BOWLES, SR., the testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge th~t I signed and executed the instrument as my last Will; that I signed it willingly and as my free and voluntary act for the purposes therein expressed. 5J'f-.. I/' /.]~t,~li~I,_il_' (JOHN V. BOWLES, SR. " ss AFFIDAVIT Commonwealth of Pennsylvania County of Cumberland ss We, '/("""'1 '(l'1~<' and \..\'l"-:;O/l /11. GOI'{)'N' , 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 the testator sign and execute the instrument as his last Will; that the testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each SUbscribing witness in the hearing and sight of the testator signed the Will as a witness; 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 infl~ence. J ~/ll CQ .'<Jt! dCi "., .' t/1-( l_. LAWOFFlCESOf .dr-,<ld" .Iou..;; n (I J Sworn to or affirmed and spbscribed to before me by Witnesses, this ,,,'/.;!- day of '~j" 'iY ,.1992. . l..'! /;:~/'// ~ //, . ; , ,(.~.'//Ic"'.~ ,/ t '~._..(, ~I Nota~y Publ C/A~~o ey I ..~ . STEPHEN J. HOGG 401 E. LOUTHER STREET CARLISLE, PA 17013 .... .... .. ..... . .. l~~~96~H; ",......':. ',/ .~ . . oJ" , .'. ,'. . a: .. III 8i~ ~ III l>- W ~ =! ! I 0 ..J =- I ~~ Ii .. ..J 0 ..J CXl ... ! I' ijt =- . > Z :I: 0 ,.., .J ,,," .. r- '0$ t;/ 5~ Qlt::; CX) {'? . o:c J . u~-.. .108 r- - " (Yo 'r -n '4 I -::J I)) tv ~ " .~ 0"51 : t-_ '_' U ;;; 0 :Jl '0 UQ) ~ -=1: Q)a: a: ~B r NOTICB OF BENEFICIAL INTEREST IN BSTATB PBNNSYLVANIA ORPHAN'S COURT RULB 5.6 BEFORE THE REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA In res THB BSTATB OF JOHN V. BOWLES, SR. DATE OF DEATHs 05/30/96 ESTATE NO. 21~96-0451 To: John V. Bowles, Jr. Joann Bowles Janelle Whary Cody Whary Colleen Baer Holly Whary Adam Whary Frederica Whary Shawn Whary Jessica Whary Steven Baer Gregory Whary Kyle Whary Please note the death of the decedent and the grant of Letters Testamentary to the personal representatives named below. You have a beneficial interest in the estate, in that: You have been designated a recipient of an interest in the estate in accordance with Item 3 of the deceased's Will (a copy of which is attached). The Will was accepted for probate by the Register of Wills of cumberland County on June 7, 1996. Place of Death: JOHN V. BOWLES, SR. 55 Center Blvd Camp Hill, PA 17011 May 30, 1996 Holy Spirit Hospital Camp Hill, PA 17011 Name of the decedent: Last known address: Date of Death: county of Grant of original letters: Cumberland county Pennsylvania () CERTIFICATION OF NOTICE UNDER RULE 5.61al Name of Decedent: Date of Death: Estat. No. JOHN V. BOWLES. SR. May 30, 1996 21-96-0451 To the Register: I certify that Notice of Beneficial Interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on June 12. 1996. Frederica Whary (Fredenia) sic Address 1443 state Road Duncannon, PA 17020 500 Cabin Hollow Road Dillsburg, PA 17019 ~ John V. Bowles, Jr. Shawn Whary Janelle Whary Jessica Whary Cody Whary 1519 N. Front street, Apt 5E Harrisburg, PA 17102 73 Warrington street Wellsville, PA 17365 Joann Bowles steven Baer 5 0 southmont Drive Enola, PA 17025 Colleen Baer 110 Wyncote Court Mechanicsburg PA 17055 Gregory Whary Holly Whary Kyle Whary Adam Whary Notice has now been given Rule 5.6(a) except none. )<J,~' " . /_- '! IIn:) Date: all:-2,/:9<::. 11:) 4 Logan Road Dillsburg, PA 17019 0:;:;:' :J ;2U WM. D. SCHRACK, III, ESQUIRE 124 West Harrisburg Street P.O. Box 310 Dillsburg, PA 17019 (717) 432-9733 Counsel for Personal Representative 9\1: [l\1 n llnr' 9S. 10 ' '\f'- ;,;-- '~,'i If II ' l: C'\.J ~. I) t-:I : jl~r r,', 1.11 /. '~ii/il'fi:i .' , 'f .ol .l,," '"..,)-j .. \ .i....." d ." ;. ',\., (,j I " ,'I ~. "! \. . ., ,-.!'.'(,.\. . I ".1 . . .- ;'.',' . III '., _ ~." . '\ ) / / '. ( \ - - - ~ U~ ;L ::r:" U~ cn~ . " o ::E ~ . .- .... - .... ..............., ,'. - - - - - '"' - - : - - - - '.. - ~. QJ Ul ::s o :I: -iJ J.< ::s o OM o-i Ul ),0 o-i-iJ1' o-iCo-i OM ::s ~8< ~ Po. 0'0 C . J.< III QJ QJo-io-i -iJJ.<Ul Ul QJ'M oM.Q o-i lJlaJ.< QJ ::s III P:OO '" l'.l '" (r (.) 0:' 1 1"';1 .. ISI I" ... \, I' . ., t , ., l l \. . . ",,', ., r } ~ 0" . . (")0- ~: ,- c''" :::J j,l: b '.' :u ~~ )>,~ ::: . ~ ; '" - ~;~ ;:.." ig~ " . . "'-0 ,; =".?' -;; :: ~ ':'1 c ~. -.. - - . r.......,...- _..---".-_._...._~..Jif.~ _ ~- ,:. \ , tN.1WIll.....' 146637 COMMONWEALTH OF PENNSYLVANIA DlPARTMENT O' REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX '*' II NO. AA RECEIVED FROM: fJ ACN ASSESSMENT P:' CONTROL I:. NUMBER AMOUNT SCHRACK WM Dill ESQ 124 W HARRISBURG ST POBOX 310 DILLSBURG, PA 17019 tvl 1l';:),~Ov.vv ESIAIE INFORMATION, I:t filE NUMBER Y 21-1996-0451 I!:'I NAME OF DECEOENI (LAS!) ~ BOWLES JOHN V SR 11 DATE Of PAYMENI II POSlMARK DAlE COUNTY SSN 198-03-7546 (FIRS!) (Mil CUMBERLAND DAlE OF DEAIH m TOTAL AMOUNT PAID $5,500.00 REGISTER OF WILLS PB () I' ;: -./ RECEIVED BY .. /In '...1- l., 'f/u.....;) rM./ ',J S'GN.r~~E /, MARY C. LEW IS \. 1': el! IJ I;f REGISTER OF WILLS " REMARKS FREDERICA WHARY & JOHN V BOWLES,JR CHECK" 38 SEAL -...,.,.,.,,- -- - _- .-_.~- -..~~. t. rli-y "1:' CAB H P L E P 0 C R C KOK P S nEV.1tOO[X .(7.'4) I' ,,'I. :} , I , INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATS, WITH REGISTER OF WILLS HUUDEn fon DA1[S or DUlIt Anen IIIU/It CHECK lunc If A S''OUSAL 0 . ~lAl~EO FILE NUMBER COU~FmVW\'rllfl'(Mt'Jl'NI' HAARIS86~t,~hl'OMI 2196-0/.51 YEAR CQUNT'I'COOE D E C E D E N T DECEDENT'S HAUE (lAST, FlnST, AND UIQOLE IHltlAl) Bowlos Sr. John V. OECEOEHT'S COUPLETE ADDnESS 55 Center Boulevard Camp 11111, PA 17011 SOCIAL SECURITY HUUDER 198-03-75/.6 OATEOFOCATlt 05/30/1996 OATEOF nInTH 11/11/1918 c~~ Cumberland ~F APPLlCADlE) sunVIVIHC SPousC'!; NAUC (lAST.FInST AND MIDDLE INmAl) SOCIAL SeCURITY HUUDen AUQUHT RECEIVED (SEE INSTRUCTIONS) 0.00 X 1. Original Relurn .. LI""ed Eslale 2. Supplomontal Aolurn . 41. Future IntoreSI Compromise (for dalos 01 doalh ahor 12-12-82) [ID 5. Decedenl Died Teslale 07. Decedenl Mainlalned a Living Trust (Anech co 01 Will) (Mach a co 01 Trusl) C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ~ 2 HAUE COUPLETE MAlL1NC ADDRESS R D 11m. D. Schrack III En . 11m. D. Schrack, III Esquire ~ ~ TELEPHONE NUUDEn 12/. II. Harrinbu~;.stre\l,J; - T 717 1.32-9733 Dillsbur PA 17019-0310 1. Real Eslale (Schedule A) 1 80,000.00 2. Slocks and Bonds (Schedule B) (2) Nono 3. Closely Held SlocklPannership Inleresl (Schedule C) (3) None 4. MMgages and Noles Rocelvablo (Schedule 0) (4) Nono 5. Cash. aank Deposns & Miscollaneous Personal Prope,ly (Sch. E) (5) 27,892.95 5. Joinlly Owned Propel1y (Schedule F) (6) I, , 730.69 7. Translers (Schedule G) (Schodule L) (7) None. B. Tolal Gross Assels holal Lines 1-7) (B) 00 9. Funeral Expens.s. Administrativo Costs, Miscollanoous Expeases (Schedule H) 10. Debls. Mongageliabililios, lions (Schedulo 1) 11. Tolal Deduclions holal lines 9 & 10) 12. Nel Value of Eslale (line 8 minus line 11) 13. Charitable and Governmonlal aequosls (Schedulo J) U. Nel Value Sub ect 10 Tax (Line 12 minus line 13) 15. Spousal Translers (lor dales 01 dealh aher 6-30-94) Se. Instructions for Applicablo Percontage on pago 2. (Include values Irom Schedulo K or Schodule 1.4.) 1&. Aln:)unl of line 14 l,lwablo OIl (i-/. ",10 (Include values from Schodulo K 01 Schodule M.) 17. Amounl 01 line 14laxablo al 15'1. ralo (Include values Irom Schedule K or Schedulo 1.4.) lB. Principal lax due (Add lax flam line IS. 16 and 17.) 19. CreditslSp Poverty Prior Paymonts Discount + 5,500.00 + 280.711 20, "Line 19 is gr8al., lhan line 18. enler tho difforenco on L1no 20. This is tho OVERPAYMENT. ~ ~ Check her. If au ale r. uoslln I refund of our oyor a mont. 21. II line 181s greale' lhan Line 19. enlor Iho dillerence on line 21. This is Ihe TAX DUE. A. Enter lhe Inlerest on the balance due on Line 21A. B. Enler lhe lolal 01 line 21 and 21A on line 21B. This Is Ihe BALANCE DUE. Make Check Pa able 10: Re Isle, of Wills. A enl .. .. BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH . . Remainder n.lurn (lor dales of dealh prior 1012-13.82) F.d.,al Estale Tax Return Required Total Numbe, of Safo Oeposit Boxes o 5. B. :u .~. ..... I. ~.: J ~! R E C A P I T U L A T I o N 'J . " (9) 17,373.25 112,623.6/, (10) 1,670.20 (11) (12) (13) (14) 19 ,0/,3 ,1,5 93,580.19 93 580.19 (15) X = 0.00 (16) 93 ,580.19 X .06 = 5 ,61/1. 81 T A X C o M P U T A T I o N (17) 0.00 X .15 = (18) 5,61/,.81 Intorest (19) (20) 5.780.n 165.93 (21) (ZIA) (ZIB) 0.00 0.00 0.00 'peNt.sa pe,UiI'J. <<Me .1.1 .v.... Ihs'.IUfn, ntudlng.ccomp.nyngac ues. slll.menls.. loth.be,lo my now g" I., I "rue. corrM:l.nd compa.,..1 dKlIr. th.I.11 ,..1.,1.1. hn bHn '.potted'l tr.... rn.rhl v.I..... C.dar.tlon of pr'plf" oth.r thIn Ih. ~"onAl "pI.lenl.lI"" 111 biNd on.II InfonNllon of which pt'pI"r hl1'ny know'-dg.. John V. Bowles, Jr. l'rederir.a Whnry 1/rl.3 State Road 500 Cnbin Hollow Ild. ii~"';cn;'.';oii.: .pi<:."i 7(i2"6.".. iiiii;;-,;.;~" -.. i,t;. i ] (ji<i DATE :)1/ JI'/) DArE \' " , .\,LJ~ ~.... .l.-..... ".(..1. :i'.I..';.. '.l~.. ....J. ..r.:....~.... ~t......:.. :/.. ~........ J.. i., /"" I / >.: : . \. , ~ ~.-?1/ .' r"n" litev.7-941 Act 148 of 1994 provides for the reducllon of the tax rates Imposed on the net value 01 transfers 10 or fQr the use of the spouse. The rates as prescribed by the statute will be: 03% (.03) will be applicable for estates of decedents dying on or after 111/94 and before 1/1/96 02% (.02) will be appll~ble for estates of decedents dying on or after 1/1/96 and before 1/1/91 01% (.01) will be applicable for estates of decedents dying on or after 1/1/91 and before 111/98 oSpousal transfers occurring on or after 1/1/98 will be exemptlrom Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS. YES NO 1. Old docodent make atransler and: a. relaln the us. or Income 01 the proporty ltansforrod,. , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . x b. re..in tho right to designate who shall uso 1110 proporty translorred or ~s Incomo. ' . . . . . . , . , . . . . . . . . . . . x c. retalnareverslonarylntoroslior.,. ,.. . .. . .. . .. . , .. , .. . . . , . . .. . . .. .. . . . . , .. . . . x d. receive tho pronise for I~o of o~hor paymonts. benolils or care? . . . . . . . . . . . . . , . . . , . . . . . . . . . . . x Z. If doath occurred on or before December 12. 1982. did docedent w~hin two years procoding doalh transf.r property without "cliving adequate consideration? II death occunod alter Docember 12. 1982. did decedonttranslor proporty wilhin ono yoar 01 doath wilhoul rocoiYing adoquato consld.ralion? . . . . . , , . , . , . . , . . . , . . . . . . . . . . . , . . , . . . . . . . . . . . , . . . . . . . . . . . x 3. Old decodent own an 'In trust for' bank account at his or hor doath? . . . . . . . . . . . . . . . . . , . . . . . . . . . . . x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Copyright (e) '"4 fOl'm IOftW"1 oNf CPSYII.mt,lnc. Form lSOO IR... 7.") . . REV. 1102 EX . lU.1S1 co"rN\I\1rtm~~W~Jhl'.NI. SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER John V. Bow10s Sr. SS 198.03.7546 05 30 1996 2196-0451 (Prop.rty JolnUy-owned with RighI 01 Survlvonhlp mUll be dllcloled on Schedul. F) All rOIl 01111. Ihould be r.ported a1'llr market valu. which la daflned u \he prlc. al which prop.rty would be .xchanged belwHn . willing buy.r .nd . willing ..11... ..lIh.r being comp.lled 10 or ..II. both havln ruxon.bl. knowled . oIlh. r.l.vanl'actl. ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH 80,000.00 Slnglo-fsml1y rosldonco . sltuato at 55 Contra1 Bou1Dvard. Camp HIll. PA (soo ottachod MUD-1) TOTAL (Also enle, on line 1. Reca ~ulalion) (If more space Is needed. Insert add~ional sheets 01 same size,) Copyright (c) 1994 form sail..'. only CPSyst.ms,lnc. $ 80 000.00 Form 1500 Scheelute A (R.v. 12-85) 1 '-12-..1<,;'0li II :!~~^" J.1.:()I1 C. ....AllC.1IH,"AJftl11 ""I \':. 11 t, IP-J'J Il \~4. p 3 ..--- -_..._.._.-.._.~--- ~~.mentCh.tO.a____"____6'___ --.- ..__.___u '00. TutalISI,../Broker'a C~!!.1J!!'lU!~._!~.!'.1J UII IJtIC:.' _.____ 8~_~"~_4B _.__ -'- ~~A.. _~~l?9U UU I)lv~on of Commlulon l~!!..2.IJ~)..a"':I_!l?!'5>~."- ----6 .---- ....------ ------ ~- I 2025.00 10 ._~:.uldw"IlIl.Il...!,,_~GM "CDlIi. Inc .-..--~-~---- 101 . 217600 II' Illll"""l"lfd Group nop.~~,,~!,c --.---------.--- -- ----- 103. e~alon p~..!..d...!'1-~_!!!~ff1""t ----- ------ 71>4 100. It.m_ PIYlble In C~r:'.!'_~!..o_n~!~_L~~!' 102. L~n Oril]inltion P4!8 lu U02. lOin Discount tu 80). APp,el..1 ,.. t!J 804. C,..dit ".oort 10 80~. l.nd.,.. InSPlct,on Faa 10 808. Mor\aDoa Inlur.nee Appl,cahon I'.e 10 807 Allum 1'011 tee 10 808. tu S.rv~' F.. to 809. Coun.,tov1mk:lht Mall 10 1110 DocunlCtnl P,epalalion 10 811. en. .,3 .,. DOQ,lloml "eQul,.d Dv Lendlr To 8_ p"id In Ad",anc' 001 Inl.,.sl r'rom 1.0 802. Mo . I In,urane. p,.mlum 'or 003 Huard Insurance PremIum fa' 004. 1000, RMlrv" DIPoalted Wllh Lendlr 1001 . H~z.rd Insu,.noe 1007. Mortg.ge lnsu,.nce 1003 Clly PfOpefty IaJltl. 1004 County propelty wJle~ 100S. Annu.ll..onmonIG 100&. SChool I".' '007. Plood insur.nce 1008. 1009. A 01. ed u.tmont 11 DO. n11. Ch. ..... 1101. Sentement or closing too 10 1102. Abstrlcl Ot 1itlo ~eo'ch 10 110). Tille aumln'llon 10 '10C Title lluU,.noa binder 10 110$. ooeument orepaf1lUon 10 110&. NotifY ,..~ 10 1107 Anome '. lee. 10 Inc;ludl abOve ilam~ numbers' 1 ,oe. Title Insur.nC8 10 Inc;lud,n above Itom, numbO"': 1 109. Lendo"~ COVOre\1. 1 , 10. awnl". cover e 1111. 11'7. l' 13. Ove,"1 ht mill lu 1200. Govlrnmenl HocurdlflQ Ind T,.n,'~r Che' 1201. Recording fen. Oood $23.~O 1202. City/county IOllllslllmpl' n..d S80000 1703 StatalaJl/slamp$' Deed SDOO 00 '204. 1 '20~. .-.- 1300. Additlon.' s.nl.men1 Char~ 1301. SurveY 10 1302. Pe.llnep.-e\ion 10 '303. R.(Ion tost to 13O.t. 18Q6.g1 school ,Ial...tahl I... 10 K~~n W-.!~~I'OW 130& '400. Totall SoWoment Ch,Jroo. (1"1.r on IIn.a 10'. Sletlnn J and 502, Sectlon K) '-P'lId r;C;;n--. lJuI.owa"s ~unds ;II S~tt!.lrnenl ---.POtdfrom-- ::;l1l1a'" funds ill f1ellk""flIl1 000 ~,600~ -------~_.-- C~ month sllo e." 10 Ida month' months @ months fJJ month. G monlhl G llIonths @ .nonths or monlh por monlh por month P!!.tnonth p.' month per monlh er manit! per monlh monlhG~ ..00 ..00 Fr..n V.uolm Wm. D. ~ctH.c.k. to POC 59000 Summit AbslfJIct ServlCln. lnc 1101,1102.1103.110. S S ""I"a&. S 23,50 80000 ... MO~!lJO S MOI!g;,ga S MalluDUtJ . 800.00 238.~ ~~--..!.~~C!.A.!..-~~~'.!_t!1 55. .0 1.417.~O 7.106.90 Cortificatlon I h..,. c.refully r.,..,lewod \hI It\JD.1 Slm.ment Slalomon1 and 10 1ho boat o' my knowtldgl and belief, It t. . true and accurate ,\a\emen of all ,.c.lpts and dl.bursemlnb mOde on my <account or by ml In Ihl.. 1ran"ac1Inn. Iluf1har clrllty that I have received a ~f1V of thl HUD-1 sattllmlnt Stlll.menL -----. Dorrow'" or Agln1. SoU.,.. or Aglnts Tho ItUo-1 SetUemenl ~tolom.nt which I hOlve prf'l'alr"11 " .. h\le and aocuuIle IICccunl of thi, trOlnGoetlOn. I shall COIUS. Ihe funds 10 be (I,sburud in aceordanea walh Ihls statement. Sentemen1 Agent D.... Warnlnl1: It OS . c"nos '0 ,oo",mu', m." '0'" s,olomon/. /0"0 United SI.'e. "" ,.os '" '''' "I...' .i,nol.' ""'". Pon,tOo. upDn convicl",n ..n In<eludo" nne Dnd ImpIIsonmfJnl ~O, IhJ,",I::t '''fJ. r,lIo 18 U.S. Code Section .001 .nd SKI/on 10fO REV. 1~ EX . (l.ln SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAl PROPERTY couH.m~~WOO,WhYANIA ESTATE OF PIe..o Prlnl 0' T 0 FILE NUMBER 2196-0/.51 John V. Bowles Sr. (All 100 ITEM NUMBER 1 4 5 6 7 8 SSI/ 198-03-75/,6 05/30/1996 Int -ownod wllh RI hi 01 Survlvollhl mUll be dllclolod on Schodulo F) DESCRIPTION Cash on hand 2 Allstate - automobile policy premium refund 3 Farmers Trust Company savings account - 1/3-006894, with date of death balance of $21,778.99, plus $50.12 accrued interest Farmers Trust Company Christmas Club account - 1/222-007902, with date of death balance of $800.00, plus $6.85 accrued interest MetraHea1th - premium refund Refunds from insurance 1988 Chevrolet Suburban (see attached appraisal) Household contents (seD attached appraisal) TOTAL (Also Inler on lino 5. Roca hulation) (Anach addhlonal8 112. x 11. sheels ~ mo,e space is needed.) Copy tight (e) t994 'orm IOtI.I,. onfy CPSyt'ems.Inc:. VALUE AT DATE OF DEATH 31. 00 81. 60 21,829.11 806.85 128.87 23.52 4,000.00 992.00 FOfm 1500 Schedute E (Rev.2oSn S 27 892.95 FARMERS II TRUST Jun'-' 18, 1 CjCj(, Wm. 1). S"h l'lI':k, III 124 W lIarrisburt: St,.('(.t P.O. Ro~ 310 Dillisburc, PA 1701Cj-n310 Ro: EstntD or John V nowlos, Sr SSN 198-03-7546 Dn I t' 0 f DNI t h : Ma y 30, I 996 Dear MI'. Schrack, Ill: In answer to your request concerninn accounts owned, either sepnratt'ly or jointly, hy the abol't' referenced decedent and the balan':" in each account as of the date of death, we hal'e checked our f('cords and nre submlttinc the followlnc Information In dupl icate. W" su/:c"s t that you fi Ie on(' oC these let tel'S at tnched to the Pennsylvania Inl't'ntory forms (RCC) tl) substantiate the balanco you report. Nota that we hal'e shown the correct r'~nistl'ation Cor each account. Also, intr,rt'st nccrued to the date of death, if any, is listed as a s~pnrnt~ ricur~. \..o"Checkinc ar:'~ount 1/906794 wns oricinally opened 7/1/71. The account was titled joint between John V Bowles or Fredericn K Whary. The bnlanc" as I)r 5/30/96 wnl $9,445.32 rlus $1~.05 accrued interest for n total of '~9,IIG1.37. TIll' nCc(\lInt was earning 2.00't, interest at the tim" of d'~ath. ./' Savlnns account 1/3-00(,894 was oricinnlly opened 7/1/71. The account was tilled joint b,.tw,.t'n John V Bowles ()r Mildrt'd E Bowles. The balnnce as of 5/30/96 was $21,778.99 rlus $50.12 ar:crued i n tel' t' s t for a tot n I 0 f $ 2 1 , S 2 <1 . I I. Tho n (' C I) U n t was e a I' n I n C 2. 8 O~; intcr(>st at tll'-' tim" I)f dDath. , . .\ . , L/Christmas Club Account 1/222-007902 was oricinally I)p(>ned 11/1/88. The nccnllnt was ti tied in John V Bowler.' nume ulone. The balance as of 5/30/96 was $800.00 pIllS $6.85 accrued intert'st for a total of $806,85. Th" nccount was earninc 2.75't, interest at the time of death. We have no record of a safe deposit box in the deced(>nts name. ~i~DrOlY:A' / ~\~ - ~I~~cr--l ~Kur(1n Torn ssOrlt:l Onl' W,'st IIiHh Slr'....t I~O, Bux 220 Cnrlisll'. I',.nnsylvnnin 17013 (717) 2.13.3212 REV. 150'1 EX' (IZ.") COlA~"\l\1n:~4~~~[hY'NI' ESTATE OF John V. Bowlos Sr. SCHEDULE F JOINTLY -OWNED PROPERTY SSfJ 198.03-75/,6 05/30/1996 FILE NUMBER 2196.0/,51 Jolnllonant!.): A. NAME Frederica lIhary ADDRESS 500 Cabin Hollow Rd Olllsburg, PA 17019 RELATIONSHIP TO DECEDENT DaughtDr B. C. JolnUy-ownod proporty: LETTER DATE ITEM FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S DOLLAR VALUE OF NUMBER JOINT OF ASSET '''INT. ~ECEDENTINTEREST TENANT JOINT 1 A 07/01/71 Farmers Trust Company 9,1,61.37 50.00r. 4,730.69 checking account - #906794, with date of death balance of $9,445.32, plus $16.05 accrued Interest TOTAL (Also onl., on lino 6, Rocap~ulalion) I, 730.69 (If more space is needed. insert additional sheels of same sin.) Copyrtghl (c:) ,,,.. form soflwl'. onJy CPSysl&rm.lrc. Form 1500 Schedule F (Rev. 12.S8) REV.,ill [JC '(7.U) SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PI.... P,'n' 0' . FILE,NUMOER 2196 - 0'.51 COllH.m~{~'\Wb~,NbY'NI' ESTATE OF John V. ITEM NUMBER A. B. C. 6 7 8 BO\llos Sr. SS 198-03-75',6 05 30 1996 1 Fune,.' Ex,.n...: BrochondorC Homoriols DESCRIPTION AMOUNT lottoring on cravo markor 2 70.00 HYDrs-Harnor Funoral Homo - funorol oxponso 3,822.00 3 ROlling Croon Cemotery 630.00 1. Admln'"I,"lIv. COil.. P,rsoN' R.presentallvl Convnissions Sodal Security NUmber or Porsonal Represenlalivo: V.., Convnl..lons PIlei 2. Attorney F... Wm. D. Schrack, III, Esquire P.O. Box 310 Di11sburg, PA 17019-0310 3,900.00 3. Flmjly EXlmpllon Clal,.".nl Add,... of Clalmanl al decedenl's death Streel Address City Relationship Sta'e Zip Codl 4. - P,oba'e Fe.. Rogistor of Wills 261.00 1 MII..Ulnooue Exp.ns... A11stoto Insuronco Company - homoo\lners Insurance (5 month promlum) 95.71 2 Bell Atlantic - phone service 3 Cumberland LO\l Journal - estate advertisement 45.23 I. Daisy S. Ohrum - appraisal of real estate 60.00 5 Dri Hosters - carpDt cloonlng 275.00 Expensos incurrod on sole of real estate _ at 55 Central BOUlevard, Camp Hill, PA (seD HUD-1) 116.55 6,6/.2.50 Forrer's Coroge - cor repairs Hampden TO\lnshlp . se\ler and refuse service 90.10 Total of Continuation Schedule(s) 196.00 1 169.16 TOTAL (Also .nle, on fine 9, Re.a ~ula'lon) (II mo," spa.. Is ne.ded, Insert Iddlllona' sh..ls ol.lml "l..) COflY""1hl (e) 1994 'nrm SnffW.1f,. nnly CPSV'IIt'ms. Inc:. S . 17 373.25 y rnlm 1500 ">rh"rlul" H tn"y ,."", \. ?, nEy.l\lIU' (1.11' co.. tt.\l\lfi>>l{~Wn~MIlY'HIA ITATI 0' SCHEDULE J BENEFICIARIES 1I0wlllB Sr. 05 30 1996 FILE NUMBER 2196-0'.51 ./uhll V. 11[1.4 NUMur.n SS 198-03-75'.6 Rr.LATlONSIIIP AMOUNT OR SHARE OF ESTATE NAME AND AODRESS OF BENEFICIARY A lau~1o ""IuaSl., Cull UIIII IIl1ur 110 "Yllcoto Court HuchllnlcslJUrg, PA 17055 Grundch Ild 500 2 Sluvun lIuur 5 II Souttunont Drlvo l:no1a, PA 17025 Grandch Ild 500 3 JUllnn lIowlos 1519 N. Front St., Apt. 5E IIl1rr IPburg, PA 17102 Granddaughtor 2,000 '. ./ohn V. lIowlus, Jr. 1",.3 Stoto Road Duncannon, PA 17020 Son 1/2 of rosiduo 5 Adam IIhnry '. LDgnn Road Grandchild 500 . ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B Chir~.blo and Govornmental Boquosls: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also ontor on 1;00 13. Roca itulalion) (II mor. spac. ts needed, Insert additional sheals of same size.) COflYllfhl (e) 1"4 fo,," toflw". ont, CPSYllerM,lnc. $ 0.00 Form 1500 Sch~ul. J (Rn.2.87) , Estate of: John V. Bowles Sr. Sac See H: 198-03-7546 Date of Death: 05/30/1996 Continuation of Schedu10 J-A (Taxable Bequests) Item Name and Address of Beneficiary H Dil1sburg, PA 17019 6 Cody \/hary 73 Warrington Way Wellsville, PA 17365 7 Frederica \/hary 500 Csbin Hollow Road Dillsburg, PA 17019 8 Gregory \/hary 4 Logan Road Dil1sburg, PA 17019 9 Holly \/hary 4 Logan Road Dillsburg, PA 17019 10 Janelle \/hary 73 Warrington Way Wellsvil1e, PA 17365 11 Jessica \/hary 73 Warrington Way Wellsville, PA 17365 12 Kyle \/hary 4 Logan Road Dillsburg, PA 17019 13 Shawn \/hary 73 Warrington Way Wellsvil1e, PA 17365 Relationship Grandchild Daughter Grandchild Grandchild Grandchild Grandchild Grandchild Grandchild Amount or Share of Estate 500 1/2 of residue 1,000 1,000 1,000 500 500 1,000 WILL OF JOHN V. BOWLES, SR. I, JOHN V. BOWLES, SR., of Camp Hill, Cumberland county, pennsylvania, declare this to be my last will and hereby revoke all prior wills and codicils. 1. I direct that all my just debts, funeral expenses, gravemarker and administrative expenses shall be paid from my residuary estate as soon as practicable after my death. ~. I direct that all inheritanc9. estate, transfer, succession and death taxes of any kind whatsoever which may be payable by reason of my death shall be paid out of my residuary estate. 3. I direct that my entire estate be distributed as follows: A. I leave $2,000.00 to my granddaughter, Joann Bowles. B. I leave $1,000.00 each to Shawn Whary, Janelle Whary, Greg Whary, and Holly Whary. C. I leave $500.00 each to steven Baer, Colleen Baer, Cody Whary, Jesse Whary, Kyle Whary, and Adam Whary. D. Should any of the above beneficiaries predecease me, then that share shall pass to his or her spouse, and if no spouse, to his or her heirs. F. The remainder of my estate shall be divided equally between my son, John V. Bowles, Jr. and my daughter, Fredenia Whary. G. Should either of my children predecease me, then that share shall pass to his or her heirs equally. 4. as joint of them. I appoint John V. Bowles, Jr. and Fredenia Whary Executors of this my last Will or the survivor LAW OfFtCES OF STEPHEN J. HOGG 401 E, LOUTHER STREET CARLISLE. PA 17013 7. The Executors of this Will shall have the power ;~~- l .~~~ ~r' to distribute my estate in kind or in cash, or partly in either. 8. I direct that no Executors acting under this Will shall be required to enter bond in any jurisdiction, IN WITNESS ~EREOF' oJ!"af- day of '-'it I have hereunto set my hand this , 19 rot. ~..&~ 7 BOWLES, SR. LAWDl'flClSDl' STEPHEN J. HOGG 401 E. LOUTHER STREET CARLISLE. PA 17013 00' Sin CL The preceding instrument consisting of this and two other page was on the day and date hereof signed, published and declared by JOHN V. BOWLES, SR., as and for his last will in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. -0' n /l...tr, cJ (f],u 5 _ vl.l<la,.,1.. '-rn. (.J..a,L-b-bl_ LAW OFflCU OF I' STEPHEN J. HOGG '\. 401 E. LOUTHER STREET )~~ CARLISLE, PA 17013 " ACKNOWLEDGMENT Commonwealth of pennylvania ss County of Cumberland I, JOHN V. BOWLES, SR., the 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 as my free and voluntary act for the purposes therein expressed. ....v' Y ~(-tl/) OHN V. BOWLES, SR. Sworn to or affirmed and acknowledged bef ~V. BOWLES, SR., the testator, t . ( , 1992. f.---~-q--~I..~ ..---....... j ::.~1,11." ;...,:~'~':.:I~~,'.;I ...... -....-. "', j f..." ~. ,.\.... ..... I ....'.. '. . t.i~ ; _t. I. , ""-' ' t. Mrv'.;i;;"...;~:' ..,1.:-.::,::..: ::';'. ;:-.:;--_...:.._....::;.;."c,,':.;, 'AFFI"DAVIT .' ~ ':, ~, 'r"r. ~., .:...~;,~~.~'.:"..~ ; ~~ :.~~ . '. ~. . ~ . "\"',.,. Commonwealth of Pennsylvania - , ss County of Cumberland LAW OFFICES OF We, 01'1/1P1' ~ln"" and ,,)l{,'\OIl In. Ga "/J-fr , 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 the testator sign and execute the instrument as his last Will; that the testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the will as a witness; 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. d/) -ut; #'U ~ A<Ja-<<.- 'In. CI:z-l-li-lA-; swo~ to or affirmed andCS)lbscribed to before me by witnesses, this c)/iJ-f- day of J~! ~ ' 1992. '~~ i~""---"..~,; , i": ,~,: ~:~'I.":>: :' ~'.:':~;: >~/ . .1 . .'.....,1 ;'.., STEPHEN}. HOGG 401 E. LOUTHER STREET CARLISLE, PA 17013 ,0, '. ,.... S:: 1c';i'-3 BUREAU OF INOIVIOUAI IAXES INIlUUIAHC( IAII Ul\lI~llI'" DIP'. lAOIoOI llARRISlUNC. PA l/li'aOtoOI COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~ ~ ,11- r~1~1~\ 4:..rl.~.-t:.~ IU'lhlUI"IIl.tfl C- NOIICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR OISAILOWANCE OF OEOUCTIDNS ANO ASSESSHENI OF TAX WM D SCHRACK III 124 W HARRISBURG DILLSBURG ESQ ST PA 17019 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-21-97 BOWLES 05-30-96 21 96-0451 CUMBERLAND 101 JOHN Anount Re.,ltt.d I I ,I I I I I I I 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 ~ iiE'v:is4TEiC"FP-niFij:fj-iiii'ficniTYN"HERiTANcn'"Ax-'A-PPR'AisEHE"iir-,--"LLowANcE-olinu-mm-m-- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BOWLES JOHN V FILE NO. 21 96-0451 ACN 101 DATE 04-21-97 ) CHANGED TAX RETURN WAS: I X I ACCEPTED AS FIlEO RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. (Schedule Al 2. Stocks end Bonds (Schedule 8) 3. Closely Held stock/Partnership Interest (Schedule C) 4, Hortgages/Notes ReceIvable (Schedule DJ S. Cash/aank Deposits/MIsc. Personal Property (Schedule El 6, JoIntly Owned Property (Schedule f) 7. Transfers (Schedule GJ 8. Total Assets NOTE: To insure proper credit to your account, subnlt the upper portion of this forn with your tax paynant. 80.000.00 .00 .00 .00 27.892.95 4,730.69 .00 18) 111 121 131 141 151 161 171 112,623.64 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adn. Costs/Hisc. Expenses (Schedule H) (9) 10. Dobts/Harts.go Llobllltlos/llons ISchodulo II 1101 11. Total Deductions 12. Het Velue of Tax Return 13. Charitable/Governnental Bequests (Schedule J) 14. Het Value of Estate Subject to Tax 17,373.25 1.670.20 1111 1121 1131 1141 19.n4~ 4~ 93,580.19 .00 93,580.19 If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of abh returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Line 14 at Spousal rate (15) 16. Anount of Line 14 taxable at Lineal/Class A rat. (16) 17. Anount of Line 14 taxable at Collateral/Class Brat. (17) 18. Principal Tax Due TAX CREDITS: PAVHENT DATE 08-19-96 NOTE: .00 X .00. 93,580.19 X .06. .00 X .15. 1181 .00 5,614.81 .00 5,614.81 RECEIPT NUHBER AAI46637 DISCOUNT 1+) INTEREST/PEN PAID 1-) 280.74 5,500.00 AHOUNT PAlO TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 5,780.74 165.93CR .00 165.93CR . IF PAID AFTER DATE INOICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL OUE IS LESS THAN II, NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REFLECTEO AS A "CREDIT" ICRI, YOU HAV BE DUE A REFUND. SEE REVERSE SlOE OF THIS FORH FOR INSTRUCTIONS. I V 11"\ . . C'J ;',J !.:..: 0.: <" .- :; '.3li RESERVATION: E,.ata. of dacodant. dying on or bafor. Oac..bar 12, 1982 .. If any future Intar..t In the a.tet. I. tranlf.rrod In pOI.a..lon or enJoy..nt to Cia.. B (eoll_toral) ban.flela,'.' of the dacadant aft.r the .~plr.tlon of any ..tata for 11'. Dr for y..r., the Co.aon..81th har,by aMPr...ly ra.orva. the right to appral.. and ...... tran,f.r Inheritance 'a..' at the lawful Cl... B <<collataral) rata on any such future Intar..t. PURPOSE OF HOflCEr To fulfill the requlr...nt. of Section 2140 of the Inharltance and [,tata Ta. Act, Act 21 of 199~. (72 P.S. Sutlon 9140J. PAYH[NT I n.tach the top portion of thl. Notlea and subalt with your pay..nt to the Ragllter of will. prlntad on the tavar.. ,ld.. ""ah chack or Donay ord.,. p.y.bl. tal REGISTER OF MILLS, AGENT REFUND (CAli . r.fund of at.. cradlt, which w.. not r.qu..t.d on the T.. R.turn, ..y b. r.qu..t.d by co.platlng an ",ppllc.tlon far R.fund of P.nnsYlvanl. Inh.rlt.nc. and E.t.te T.." (REV.ISIS). 'ppllc.tlon. .re .v.ll.bl. at the Offlca of tha R.gI.tar of will., any of tha 2] R.v.nua DI.trlct Offlc.., or by c.lling the .pacl.l l~.hour answ.rlng .arvlc. nuabar. for for.. ord.rlngl In P.nn.ylvanl. 1.800.]6Z.Z0~O, out.ld. P.nnsYlv.nla .nd within loc.l Harrl.burg ar.. (717) 787.809~, tOO. (717) 771.12~1 (H..rlng I.palr.d Only). OBJECTIONS I Any perty In Int.r..t not .ati.flad with the .ppr.I....nt, .llowanc. or dl..llowanc. of d.ductlons, or a...s...nt of t.. (Including dl.count or Int.r..t) a. shown on thl. Not Ie. aust obJ.ct within .i.ty (60) day. of r.c.lpt of this Notice byt ..wrltt.n prot..t to the P' a.patt..nt of R.v.nu., lo.rd of 'pp..I., D.pt. 181021, Hartl.burg, P' ...I.ctlon to hev. tha ..tt.r d.t.r.ln.d .t .udlt of tha .ccount of the p.r.on.l r.pra..ntatlv., ..app.al to the Orphan.' Court. 17128.1021, DR DR AD"IN 1STR.TIVE CORRECTIONS I Factu.l .rror. dl.cov.rad on thl. .....s..nt .hould b. .ddr....d In writing tal P' a.p.rt..nt of R.v.nu., Bur..u of Indlvldu.1 T...., .TTNI Po.t ........nt Ravl.w Unit, oapt. 280601, H.rrl.burg, P' 17128.0601 Phon. (717) 787.6S0S. S.. p.g. ~ of the booklat "In.tructlon. fat Inh.rlt.nc. t.. R.turn for a R..ld.nt o.c.d.nt" CREV.IS01) for an a.planatlon of ad.lnl.tratlv.ly corractabl. arrot.. DISCOUNT I If any t.. dua I. p.ld within thr.. CS) cal.nd.t eonth. aft.t the d.c.d.nto. d.ath, a flva p.rc.nt C5~) dl.count of tha ta. paid I. .llow.d, PENal TV t Th. 15~ t.. aan..ty non.p.ttlclpatlon penalty I. co.put.d on the total of the taM and Int.ra.t ....s..d, and not paid bafota Janu.ry 18, 1996, the flr.t d.y .ft.r the and of tha ta. ..n..ty p.rlod. Thl. non.partlclp.tlon p.nalty I. appeal.bl. In the .... Banner and In tha tha .... tl.. petiod a. you would app..1 tha ta. and lnt.r..t that h.. b..n .......d a. Indlcat.d on thl. notlc.. INTERESh Inter..t I. cherged bag Inning with flr.t d.y of dellnqu.ncy, or nlna (9) aonth. .nd on. (I) d.y froB the d.t. of d..th, to the data of pay.ant. T..as which b.ca.. d.llnqu.nt b.fora Janu.ry I, 1982 b..r Int.r..t at the rata of .1. (6~) p.rc.nt p.r .nnua calculat.d .t . delly tata of ,OOOI6~. .11 t.... which baca.. d.llnqu.nt on .nd aftar Janu.ry I, 1982 will b.ar Intera.t .t a rat. which will v.ry fto. cal.ndar y..r to c.l.nd.t y..t with th.t rata announc.d by the PA a.p.rt.ant of R.v.nua. Th. .ppllc.bl~ Intar..t r.t.. for 1982 through 1997 ar.: !!!! Int.re.t R.ta D.lly lnt.rnt rllctor :!!!! Int.r..t R.ta DailY Int.r..t ractor 1982 20~ .000548 1987 .~ .00D247 1985 16~ ,0004]8 1988.1991 11:< ,000501 198~ 1l~ .000SOI 1992 .~ .000Z~7 1985 U~ .000556 199].1994 7~ ,000192 1986 1O~ .00027" 1995.1997 .~ ,000247 ."Int.rnt Is c.lcul.t.d .. followlI INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..Any Hotlc. I..u.d .ft.r the t.. baco... d.llnqu.nt will r.fl.ct an lntar..t calculation to flfte.n CIS) d.y. b.yond the d.t. of tha a....,.ant. If pay..nt I. .ad. aft.r tha lnt.r..t coaputatlon d.t. .hown an the Notlc., .ddltlonal Inter..t au.t b. c.lcul_t.d. r"') I , , ---'-" ,~ >-' _.:. :J , "," .._"-~ PA'nEHT. o.tKh tM top portion of thl. Notlca .-,d sue.1t ..Ith your pe~t a"" p.ubl. to the MM end IMIdr... printed on the r.ver.. .Ide, If RESIDENT DECEDENT 8.. chick or ltOMy ord.,. peyllbJ. to: REGISTER OF WILLS, AGENT. If NDH-RESIDEHT DECEDENT .... chick or HnI>>, orellr p.yllbl. tor COHttONWEALTH OF PENNSYLVANIA. RUlIID (~H A raf1.nd of a to crscllt, which .... not r......tld on tM Tb R.turn, NY be rsque.tld bv cOllphtlna WI "Appllcstlon for A.f1.nd of Penn.ylvanla Inhlrltsnc. ~ E.tata Tax" (REV-ISIS). application. .r. avsllibl. at u.. Offlca of ttMI A....t.r of "UlI, ....y of ttMI 23 A.vllnUl District Offlc.. or frOll ttMI Depart...,t.. Z4.hour ........rlna ..rvlc. ~r. for fora. orderlngr In Penn.ylvanl. l-100-S6Z-Z050, out.ld. Penn.ylv....l. end ..Ithln local Harrisburg ar.e (717) 717-8094, TOO. (717) 77Z-ZZ5Z (Helrlna lapalred only). REPLY TO. au..tlon. regarding arror. contelned on this notice should be addra..ed to. PA o.part.."t of AavllnUl, lur... of Individual Tax.., ATTN: Po.t A.........t A.vl... unit, Dept. ZI0601, Harrllburg, PA 17IZI-0601, phone C7l7> 717-6505. DISCOlIfT: If ....y tlX due .. plld ..lthln thr.. CS) c.1endar ~th. .fter the decedent.. death, . flv. perc....t (n) dhcOl..Wlt of ttMI tax plld 11 allowed. PENAL TV. The 15:( lex ..,..ty non-partlclpatlm penelty .. cOllPUtld on the total of the tax and Intar..t ......act, and not p.ld bafor. January 11, 1996, the flr.t dlY .ft.r the end of the tlX .-ne.ty p.rlod. INTERESTI Int.rut Is charged baglmlng .,Ith flr.t day of delinquency, or nlM (,) IIOftth. and OM (1) dey frOll tM d8t. of death, to the date of ply...,t. Tax.. which bee.. delinquent bafore January 1, 1982 baar Int.r..t .t the ret. of .IA (6X) parcent per annu. celcul.tact at a delly r.t. of ,000164. All tax.. which bee... d.llnquent on and .ftar January I, 198Z ..III baar Int.re.t at a reta which ..Ill vary fro. celandar yaer to calandar y.ar .,Ith that rat. ennounced by the PA Depart.ant of RavllnUl. The eppllcabla Int.r..t rat.. for 1'8Z through 1997 arar v..,. Int.r..t Rata Oally Int.r..t Factor V.ar Int.,...t Rat. OaUy Int.r..t Fector l'IZ ZOiC ,OOOS48 1987 9X .000Z47 1985 IU .000451 19as-I991 IIX ,Ooonl 1964 IIX .Ooonl I'" 9X .GOOZ47 1915 In .000556 1995"1994 7X .00019Z 1916 lOX .000Z74 1995.1997 9X ,OOOZU ....Int.r..t I. calculated .. follC*.~ IIITEIlElIT = BALANCE OF TAlC UNPAID X NUNBER OF DAYS DELINqUENT X DAILY IIITEIlElIT FAl:l'OR uAn>>, NoUc. luuad aft.r the tb bee... delinquent ..UI raflKt an Intar..t calcul.tlon to flft..., liS) dII,. be)'llftd the d8t. of the ......Mnt. If P'v-nt Is Ada .ft.r the Int.rest COllPUt.Uon det. shown on the Notlc., IMIdltlOMI Int.r.st ..,.t be celcull!llted. STATUS REPORT UNDER RULE 6.12 Name of Decedent: JOHN V. RO~ FS SR Date of Death: 05/30/96 Will No. 2196-0451 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 XX No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No XX 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 XX 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. .'] /;~ 11/ Date: ''l. l' I " , L ~(tc{:,,)~ -,lit.,,' 6;JJ'N</ ignat.ure '" 0 co John V. Bowles. Jr./Frederica Whary Name (Please type or print) POBox 310. Oillsburg PA 17019 Address -- I) ,,) - .. -'J; - :L CoO .--=.: ~ CJ ~" (717) 432-9733 Tel. No. " -1>(,; 0: Capacity: XX Personal Representative Counsel for personal representative r- 9' ;.)~ .:....:> UU (MAH: rmf/ AM3)