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PKfITlON (o'(m PRonATE and GRANT 0.' I,ETIERS
Estate of 1101011 V ~__.~0_,:,~rH No, _;J.L::':~L7...2U;>o.'F-._____
also known as ___._._______ ___._~__..__ To:
______.__._______ ._._____ Register of Wills fOl' the
----:1 Defeased. County of .Culllb<'1:ln.'liI..___. in the
Social Security No,. 1(,2-1.2-634 j. _ Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents thm:
Your petitlonerls), who Is/M 18 years of age or older an the execul.~_':.!!...._._._______ named
In the last will of the above decedent, dated ____.:!.~'_'~L 29 __________, 19...2.!L.-
and codlcll(s) dated _____!!51110 .------------ .--
(slale relevant clrCllnUlUnces, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in __ Cumbor] IInd .___ County, Pennsylvania, with
U!_ last famllr or principal residence at_2.Q... Ea'it King S t reo t. Borough of
~ensburg,_Culllbel'land County, P^ _. _m__m________._
(IiSI sucel, number and muncipallcy)
Decendent,lhen 94 years of age, died Doc~l!!be-'-'---.l1.._ ,19 97
at Chambersbur", JjospitilL.....Chllmb"rs~urg~ '
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate: was not the victim of a killing and was never adjudicated
Incompetent: ,\one
Decendent at death owned property with estimated values as follows:
(If domiciled In Pa,) All personal properly S 350 .075
(If not domiciled in Pa.) Personal properlY in Pennsylvania S
(If not domiciled In Pa.) Personal properlY in County S
Value of real estate In Pennsylvania S 125 ,000
situated as follows: 50 East King Stre~.t, Borougb of
Shi.ppensbul'l?' , Cumberland COu!l!=.Y....J1L.
WHEREFORE, petltioner(s) respcctfully
pr..ented herewith and the grant of letters
theron. 1
request(s) the probate of the last will and ~odlcll(s)
testamentary
(testamentary: adminisfratlon c,La.; ndrnlnlstrallon d.b,n.c.(.a.)
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4061 Arrowhead Trail
EnDn; Oll 45323
__1937) 864-7653
--SI15 Scenic Drive
Shippensbur\:. I'A ..1illL_
(717) 532-3662
-.
OATH m' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA }' 88
COUNTY OF _SLJHJ~~c~AND __
The petitloner(s) above. named \'.vear(s) or affirm(s) Ih;;;AllC statements' ..l,he foregoing petition are
true and correct to the best 01 Ihe knowledge and lief o.f petilloner nd. that as personal represen.
lalive(s) of Ihe above decedent petitioner(s)' ~and truly adm',1~IJre.esta:e ace in to law.
Sworn to or affirmed and subscribed '/It!.,/.) -<-_ ~:Y;l1>u-:, , ~
before me this 19 th day of { ,~, _n BS I. Ilmw. r s. .J r ~.
~t:('.$MB.EB 19......9_L ;;,.,,'7/. a
L' ,,'i~<..;_, .-- _ '- Dorot! B. \,r.2.B.'!.-_ ~
_ R... p (I"c:.trJ" Register ___J:.____ -lC.
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WARNING: It Is IIlogal to duplh:ato this copy hy "llOlnsl,,1 or photograph.
21-97-1000
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TII1RD. I give and bequcuth thoso items of peraoulll property thut I huve list.ed ou II
certain one-page list, dated .Jauuary 29, 1990, left with this my 1.1Ist. Will lIncl
Test.oment., to those persons named on suicl 1 ist.
!2!!!IT.!!. I give, clevise and bequesth 011 or the rest llncl residue of my eatate, renl,
pernonal and mixed, whatsoever and whereaoever si tuate, to my seven romaininj!
children on a per stirpes distribution busis as follows!
1. ONE-SEVENTII (1/7) SHARE to my Ron, RENNES F. HOWERS, JR., absolutely.
2. ONE-SlIVENTH 0/71 SHAIn: to my daughter. BEVERLY HAY HOOFER, absolutely.
3. ONlI-SEVENTH (1/7) SHARE to my son, .JAHES W. HOWERS, absolutely.
4. ONlI-SEVENTH 0/71 SHARE t.o my daughtur, PHYI.Ll S .1. VALENTINE, absolutely.
5. ONE-SEVENTH (1/7) SHARE to my flon, .JACK T. BOWERS, absolutely.
6. ONE-SEVENTII O/ll SIIARE to my son, RICIIARD R. BOWERS, ubnolutely.
7. ONE-SEVENTII (1/7) SHARE to the ORRSTOWN HANK, Orrstown, Pennsylvania, IN
TRUST, for t.he benefit of my duughter, IIELEN CATHERINE DOYLE, to .Invest And
re-invest. the same, with t.he following powers and obligations in IIddition to
those present.ly given by low:
a. To pay the net income therell'om to the sllid lIelen Cutherlne I>oyle, for
and during the term of her life on a monthly bllnis if ponsible and
feasible in the Bole discret Ion of the Truf>tee, and If not possibl e and
feasIble, on as frequent II basin as is ponaible and feanible in the
sole discretfon of the Trustee.
b. To pay such amounts of princIpal as may be deemed necessary in the sole
dIncretIon of the saId Trustee for the proper health care and/or
maIntenance of the sllId Helen Catherine Doyle, it being my expresa
intent and desIre and primary objectIve of this Testamentary Trust to
have one-seventh of the rest and residue of my estate uned for the
proper and IIdequate heulth care, support and maintenance of the said
lIelen Cathedue Doyle.
c. Upon the death cd' the said lIelen CatherIne Doyle, I then dIrect that
the then remuInfng principlII and uny IIccumuiated or undistributed
income be dIstributed to my grandchIldren, IlENN1S RAY DOYLE and
CHRISTINE DOYLE BERRIEK, on /I per stirpen distribution bnAis.
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MARK. WEIGLE AND PERKINS .' ATTORNEYS AT I.AW . 11~ r~Asl KINO Slf~t:I:T . SHIPPENSfJUHG, PA 17i>.!J7
d. My above mentioned Trustee shall have the power to sell any and ull
real estate, within itR sole discretion,
FIFTH. With respect to the household contents, oppll.ances and furnishings which are
--
a part of the r"st and re.1idue of III)' estate at the time of my death, I direct that
the benefidariea named In Paragraph Fourth of this my LURt WU I and Testament shall
have the right to purchase any of soid items privately at appraised values with the
remainder of Baid household contento, appliances and furniHhlngs to be Hold at public
sale as HOon as may be convenient after my deoth. In the event that more thon one
beneficiary wishes to purchase the snme H,'m under tlds Paragraph lInd no andcable
1tem(s) to be sol.d to the highest bidder at l'ubl1.c sal e,
,9.greement can be reached, my hereinllfter namf,d Executor(s) sllll11 cause any such
~. In the event thllt any beneficiary of th.! s my Last Will and Testament is under
the age of eighteen (18) years, I then give and bequehth said beneficiary's share to
and appoint as Guardian of any property which pasoe. under this Will or otherwise,
ORRSTOWN BANK, Orrstown, Pennsylvania, AS WARD IAN . NEVERTHELESS, to invest and
re-invest the same until the sllid beneficiary rellche, the age of eighteen (18) years
with the following powers in addition to those presently given by law:
A. The power to expend the income towards the health. support and maintenan~e,
and education, 1.ncludiug a college (both undergradullte and graduate), trade,
business or tcchnical school education. of the su1.d benefic1.llry;
B. The power to c,xpend the princ1.pal, within the discret:lon of the said
Guardian. If the :lncome is insufficient, towards the heal th, support and
matntenance, and educat1.on, tncluding a college (both undergraduate and
graduate), trade, business or techntcal school education, of the said
beneflciary;
C. The power to sell any and all. real estate, within the discretion of the satd
Guardian;
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MARK. WElC.'ILE AND PERKINS - ATtORNEYS AT LAW - 11~i EAST KINO 5nH~f~T ~ SHIPI"lENSBl.lRO, I~A 112~;7
.. ,I"" ,1',~r~r:,!J::i:,-~TA"~~jr.'].;", ,:.:'i~i;~~/Q!~~~!,~~~;c1;.!li:~~~:i~!o/1(:;;:m\()~0~~;;~t~r(;~:Ql'
ESTATE OF III(LEN V,
BOWERS. Inte nrthe Borough
or Shippmlsburg. ('umber/and
County. Pennsylvnnia. deceased
IN TIlE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY. PENNSYLVANIA
ORPflANS' COURT DIVISION
ESTATE NIJMBI(R 2197-IOOK
CI~lrI'll<'lCATION 01<' NOTICI~ llNI>I~1{ IHJLI~ !i.6W
Namc or Dceedcnt: Ilclen V, Bowers
Datc of Dcath: December 12. 1997
Will No, 2197-1008
To thc Registcr:
I eertiry that notice or benel1eial intercst required by Rule 5,6(a) or the Orphans' Court Rules was
servcd on or mailed to thc rollowing bcndicinrics orthe nbovc-cnptioned estatc on December 24. 1997:
Rcnncs 1', Bowers. .I r.
4061 Arrowhead Trail
Enon. 011 45323
Phyllis 1 Valentine
8794 Oldc Scotlnnd Road
Shippensburg. "A 17257
Bevcrly M, Boofer
RR 10. Box 300
Bedford.IN 47421
Dorothy B, Wright
8115 Scenic Drive
Shippensburg. "A 17257
Jamcs W, Bowcrs
9670 Forest Ridgc Road
Shippensburg. "A 17257
I-I. Cathcrine Doylc
Main Strcet
Pleasant Hall. "A 17246
Richnrd It Bowers
210 Julia Court
Franklin TN 37064
Jack T, Bowers
Lns Qulntos Oasis R V Park. Site 195
10442 Frontnge Rond
Yuma. AZ 85365
MAW<, WEIGIL ANn PfCHKINS - ^rrOIiNEYS ^, LAW l;~(i F^~il KINO 'ilt~l:!;l St!lPI'CN~,tlUHC,. P^ l1~~~d l\q"/
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R~V-1500 EX . (1-97)
on:ICIAt.lJ9E ONLY
REV-1500
~'ll\ COMMONWEALTH OF PENNSYLVANIA
fYJ" DEPARTMENT OF REVENUE
DEPT, 280601
~ARRISBURG, PA 17128-0601 ,'m... _.____
1, Roal Estalo (Scilodulll A)
2. Stocks and Bonds (Scilodulll HI
3, Closely Held Corpoltll1on, PlUIIlt!fnhlp
or Solo-Proprlotorshlp
4. Mortgagos & Nolo. Rllcolvoblo (Scillldlllo D)
5. Cash, Bank Deposl1s & MllIcollollflOIHl Poroolll1l
Proporty (Schodulo E)
6. Jolnlly Ownod ProperlY (SChlldlllo "~I
7, Inter..Vlvos Translom & MincollanooufI
RECAPIT- Non..Proballl Properly (Scillldulll Q llr I.)
ULATION
14, Not Voluo Sub oct to T.. (L1l1ll 121ll1"'," L1l1ll13)
1~, Amount III IIllll 14
lllxable alttlo npolHlUl
lax rato . ,......_.__.~__
Boe InfllrucUons all poqo 2 lor nppUcablo porconlago
16. Al'llounl 011100 14
ta)(~blo al 6% ralo
17, Amount of Uno 14
laxoble 011~% rOlll .-...---____._-.-2..,.QQ.. x .15
18, T.. Duo 18
. 10~HIlCj(.HEAiIFVOU ~m REaUEBtlNG A REfUND OF AN OVIlRPAYMEH1' _
.... BE SURE TO ANSWER ALL QUESTIONS ON PAGE llANO RECHECK MATH "c
Undor pOI,alllosoTporjllry:rd(jCioio"tliiifTHivof";;n;iiTi\ti'a-thJ9 loiiUi'l:'lncludlng accompanying schodliles and statements, and to the bestOlmyknowledgo-
and ballol, 1I1~ trllQ, corro<:1 Rnd CJomplflto, O(l{:llltAUOn 01 proparOl otl1or than tho pomonal representatlvo Is based on all information 01 whIch preparer has
any know _ ____ __ ;l ._________.__
S \HIE 01 f111l'lfl "' '11'{)N'fl J f Oil I ill~,1H ll!f\N ^(J[lll[~I~1
f.. ,"-:~z/.: ' '>lPj["C:"?':~f'.Sdlsdu~attached
L1~AT~~'"'' -""Ll~~'''C~~{(f'''A~'"' 'II rIlA1IV, ..__;'~.~":~st I<ing Street
ifiil6 - Nrr """" Sh1.ppensburg, PA 17257
CO,IYflghl l4Hrn~ 'InflwMII{)/lly IIIIj !<n 1m
DECEDENT
CHECK
APPRO-
PRIATE
BLOCKS
CORRES-
PONDENT
TAX
COMPUTA-
TION
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
(;r III N1Vt:Ui}~_,:;:.:.::::::.:.._~_~I\~?
NaR,p,~
DECEDENT'S NAME (LAST, FIRST, AND MIDDI I' INIIIAI ,
llc1.rers, Helen V,
SOCIAL SECURITY NUMBER... ../DAlI 01 III AlII IDA11' Of 111111H--- .-.-
162-42-6349 I ,:/1.:/'1'1 I.~/,: l/1902
I" 'PPLlCAOLE}SII"VIVI"';',;>,,"",,,, NAMIII A'II, / 'IOCIAI 'II CllllltY NIIMfJlI1 I THIS Fiiii:iiRN MUST BE FILED IN DUPLICATE
,iiST, AND MIl1DlE INitiAL)
WITH THE REGISTER OF WILLS
1 0 Igl '--1 ROIU '-, ______n ~. 'I" I'll\( III I fl I' - -8 3. Hllmalnd4r Fllthl/n
' r na rr ~. ,11I1ll1l I II III ", (dllteoldllll.thprlolto12-13-82)
411 'ldLI'" 11I11',~,il 1,01111'1"11'''111 ,
4. lImilod Eslato . \1I,\If! ,,' ,'n,111l all", II \I nIl fl. Foderal Estato TEaK Rim, Required
1;1 Docedllnt Ol8111ost.llll ,. )"'''''''0\1 M,"III.\III"I!" 11~lnl' IIii'll 0'- TIN I 0
. (Atla~1I c()pyoIWIII) Il\ll,\oh lUPin! IIIL,ll. O. ota 0.01 Sa A eposlt BOKOS
.,...,.,,9,..LlUgatlon P(Oc!~d~~!i(~.~~~.._............. ...~~.~:\r:!:r~~J:~~~~I,J~.t~;,:S.~.I.'.:.I.~.ci,:~..I:~::~~~~::""_~~('i:fl~~~nolght~1undllr.,~"c. .~1.131.Al,
THISSletlON MUST aIB;Q.~.hI.!!!!l)!,~~~,c;Q~~~~!,()~~l\~9.I!_~..9J>.~~'.!1.~!!!!.~.hlAJ( INFORM!TION SHOULU BI!DIRl101'flliltOi...
NAME COMPLETE MAILING ADDI1ESG
Je A. WeigleLJ':fj(llll n'l /.6 1'~lIJl: Kin9 Street
FIRM NAME (II Appllcablll) ShipPcllnbultJ, PA 17257
MARK, WEIGlE l\1Ill,_['I!:RKI NH
TELEPHONE NUMBER
(717) S32-738fJ
_...-...~,~._~.-
",,,,,.-.--.--<
(I)
(2)..__...__,_.
158,265.00
None
OFFICIAl. USE ONt. Y
(3)
(4)__-,-
None
N<?~
(0)
(0)
360,1.64.41
None
(7)
None
6. Total Gro.. Aa.ot. (Iotal L1n". 1-71
g. Funeral Expunsos & Admlfll!llraUvo Cmlln (\1r,hllc!IIllI Il) (0)
10, Dobts of Docodorll, Mortn, lIublllliml, & Uono (.'\1)11, I~ (10)
(6)
25,167.91
2,488.01
518,429.41
11. Total Ooducllono (Iolal L11l1l11 0 & 10)
12, Not Vuluo 01 Eotato (L1n" 0 mlmw L1llll11)
13. Charltablo and Govornrnolllul BOqUOHltJ/Soo 0113 Trusts
lot which an olO(:llon 10 taK tlO!1 nol bOOfI mudu (Scllodulo J)
(11)
(12)
27,655.92
490,773.49
(13)
None
(14)
490,773.49
, .0
(15)
.____~.2J773,49 x
,00
(10)
29,446.41
(17)
0.00
29 ,446.41
DA~ ~l f;'~
"!t'-:/ -%"
.
<
r- t~(.
'I~~ If.' ';;! G.\.-
n ~p. to -~ .'
I
I ';::-'~
'"
I .-.
,I Eb
I VI
, (i ,_Ii _r..Lj
<> ~D ~ ~ e:-
'Ul 0:: Miil
0::' , 00
Pago 2
PA AEV-t500 EX (1-07)
Decedent's COmPlete Addre..: ------------
STREET ADDRESS
50 E'ast::.. K:~!B Street.________
..,~---~~..._._-"..-_..-------~-~---_.......
T STATE
PA
~IZIP
17257
CITY
Sll!:Pl~.JJ.\JuE9_..-..~---------
Tax psymente and Credits:
1. TaM Duo (Pogo 1 Linn 10)
2. C,odllulpoymonlu
A. Spouoa\ povorly Crodit ___......-:-----.-----........-.-
e. Prior PnymonHl
C. Discount
(I) _ 29,446.41
,-----...--
._-------~
Tolol Crodlls (A + B + C) (2)
0.00
:1.
InlorestiPonally II applleablo
D. Inlerosl
E. Penally
---------'--
TolallnlerosllPenally (0 + E)
4. II line 2 Is greoler Ihanllno 1 + IIno 3, onler Ihe dllleronco. This Is Ihe OVERPAVMENT,
Chook bOK on Pogo 1 Llno 1910 roquosl a rotund
5. II line 1 + line 3 Is grealor Ihan line 2, onler Iho dlllorooco. This Is Ihe TAX DUE.
A, Enter the interest on tho tax duo.
B. Enlor tho lolal 01 L1ho ti + 5A. This Is Iho BALANCE DUE.
Mako Check Payablo 10: REGISTER OF WILLS, AGENT
.----
(3) 0.00
(4)
(5) 29,446.41
(5A) 0.00
(5B) 29,446,41
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Old docodonl mako a Iransler and:
e. retain the use or Income oltha proporty transferred; . , . . , . . . , . ' .
b, relaln the right to designate WilD shall llSO tho proporty tnmsforrod or its income;. , .
c, rotaln a reversionary interest; or, . . .
d. receive the promise for lifo of ellhor paymonts, bonefits or care? . .
2. If death occurred on or boloro Decombor 12, 1902, did decedent wllhin two years
preceding death transler property without recolvlng adequate consideration? II doath ocwnod
after December 12, 1982, did docedont lransler propm1y wltllln ono year of death without
'ecolvlng adoqualo conslderallon? . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., . . .. 0
3. Old decedent own an "in trust for" or payable upon death bank accalml or socurity
alhlsorherdoalh? ......... .............
4, Old decodent own an individual retiroment account, annuity, or other non-probate property?, . . . . . . , , .
,.........
Vos No
~ I
.......,.".,....
lQl:
8 ~
IF THE ANSWER TO ANY OF THE ABOVE QUES1'IONS IS YES,
YOU MUST COMPLETE SCHI:DULE G AND FILE IT AS PART OF THE
72 P.S. S9116 (a) (1.1) (I) provided 100Iho redllction of Iho laM 'alo Imposo,l on Ihe nol valuo 01 transfors 10 or Ie, Iho lIS0 of Iho sUlvlvlng apouao Irom 6% 10
3% for dates of death on or after July 1, 1994 and belore January 1, 1995.
'/2 P.S. S9116 (a) (1.1) (II) provided lor Iho roducllon of Ihe ralo ImpoDod on Iho nol valuo 01 translers 10 0' lor Iho use 01 Iho su,vlvlng spouso Irom 3% to 0%
lor dalos of doalh on 01 after Jonuary 1, 1995. Tho slalule ~oos nol oMompla transfer 10 a su,vlvlng spouso lrom lax, and Iho sloMOry roqulro"",nls for
disclosure of assets and tiling a lax return arc still applicable oven If 1110 surviving spollse is tile only beneficiary,
FOR DATES OF DEATH ON OR AFTER JANUARV 1, 1995 -- Ploaso answer Iholollowing quosllon by placing an "x" In Iho approp'lalo spaco.
Old lho dooodont oraalo a lrusl or similar a..angomonl whloh Is sololy lor Iho surviving spouso's bonom tor his or her onllra 1I1.1Imo?
vo.D NOt}.
11 you onswerod yoslo Iho abovo quosllon. tho IBM on Iho I,usl 01 similar ..rangomonl is poslponod unllllho doath of Iha socond spouso, al which II"", II will
bo fully taxablo a\ Iho ralo(s) appllcablo \0 Iho romalnder boneliclarY(lo.). EnlOllho valuo ollho trusl on Schodulo J, Pmlll. In Older 10 romovo II 110m lho
calculallon 01 Iho lax duo In Ihls oslalo. Vou may wish 10 1110 Schedulo 0 In o,dor 10 mako Iho olocllon avallablo under Socllon 9113. II Iho olocllon Is mado,
tho Irusl or similar arrangemenl IslaMod In Iho oslalo 01 Iho IIrsl docodonl spouso, Iho portion of Ihe Iru91 01 slmlla, arrangomenl which benollrs Iho surviving
spouse Is laMod al Ihe zero lax ralo, and Iho romalndor I. laxod allho 'alo(s) appllcablo 10 1110 romolndor bonoflclary(les). II you chooso 10 mako Iho olectlon,
you musl a\tach Schodulo 0 10 a tlmoly-lIIed laM rolurn, along with Schodulo(s) K andlor M In order 10 show Iho apportlonmenl ollhe Irusl or similar
arrangoment betwoen the surviving spouso and the remaInder bonoliclary(los}.
7 PA15002 NTF 10"0
copyright Forms Soltware Only. 1997 Nelco, If'lc,
REV-I&!2 EX + (\-91) L
COMMONWEALTH Of PENNSYLVANIA SCHEDULE A 1
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
_~-=-=-= __ _ _ _ _=~",=_c,=~~o~''''CC,~.,.,~"C'_.-~o=~---==---.=c='''':'=- .,,=--~~
EST,.TE OF fiLE HUMBER
He1"" V. BoW"" 21.1997.100.
-- ~- ---.---.--...--- -'
.. ........'" - - . ... ~.... .-".~ ~ ".."...... ........ .., -"..."..........
.~.__.- Oo~"~"- .......... ..... _. ..., --.... ..... .......
_.""........'... _" ,.... ,,,..- _." .,..,._.. """."'. .~,...... .0. 00 ...-" .......,
- ----- -- --- -.--- --
",. '^'''' " ,'"
" """",,, ""...,.
-- .---.-- ----.-- ----
150,000.00
1 Real Estate located at 50 East King Street, Borough of
ShippensbUt'9, Q.u11berland county, PA, including first floor store
businesS and three apartrrents, one of which was the deceased's
residence
6,265.00
2 \lCMElrs Jewelry Store located at 50 East King Street, Borough of
ShippensbUt'9, C\lI1'berland County, PA, including store fiXtures,
furnishings, tools, eqI.liprent, and uerchandise
-
TOT,.L Also enter on line 1, ROO' Ilulstlon ·
(It mor. sp.c. Is needed, In..,1 odd\\Ionslshe.ts 0\ tho s.me sI2.)
156 , 26';; .OQ..
1 Cp,.al NIF '09"
CoPVllght F(llml SottWI11 Only, 1991 Neloo, Ino.
REV.1l108 EX + (1.87)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Helen V, Bc:t.o.ers
SCHEDULE E i
CASH, BANK DEPOSITS, &. MISC.
PERSONAL PROPERTY
FILE NUMBER
-
Inoludl prOC;lIldll of lit! 4110n &. date p/oceeds were rllcelved by lhe IISIAII, All p~.dalntlv~oWn.d .wlth rl hi of 8urvlvorehl
ITEM
NO. DESCRIPTION
21-1997-1008
mUlt be dllo~n Soh. F.
VALUE AT
DATE OF DEATH
1 Mellon Bank Checking Account #4l4-000-0573
2 Orrstcwn Bank Checking Account #600024
4, 116 . 53
6,030.33
Interest on above i tern accrued as of decedent's death
0.87
3 Orrstcwn Bank Checking Account #600024 .. deduction for voided
credit card charge rrade at store prior to date of passing,
deducted from estate checking account since store account
previously closed
(815.27)
4 F & M Trust Certificate of Deposit #7-2949104
7 CPA81 N." 10908
Copyright Forms flollware Onl)', 1091 Nfllcn, Inc,
TOTAL (Also IInlor on IIno ~,Roo. Itul.llon
(II mora spaco 's nooded, Insort additional Shoot, 01 tho ,ame 01.0)
24,000.00
79.95
75,000.00
267.23
25,000.00
l89.86
51,000.00
149.65
15,000.00
30.62
12,500.00
25.52
30,000.00
4,723.50
90,000.00
343 . 97
813 . 50
2l,708.15
. 360,,164.41
Interest on above item accrued as of dece.dent's death
5 Valley Bank Certificate of Deposit #7101948405
Interest on above item accrued as of decedent's death
6 Dauphin Deposit Certificate of Deposit #8000443872
Interest on above item accrued as of decedent's death
7 Dauphin Deposit Certificate of Deposit #8000443945
Interest on above item accrued as of decedent's death
8 Mellon Bank Certificate of Deposit #41-AJ0174.C
Interest on above item accrued as of decedent's death
9 Mellon Bank Certificate of D9posit #41-A'l0247-C
Interest on above item accrued as of decedent's death
10 Mellon Bank Certificate of D9posit #41-A'l0340-C
Interest on above item accrued as of decedent's death
11 Orrstcwn Bank Oertificate of Depos:Lt #45673
Interest on above item accnled as of decedent I s death
12 Personal Property - Miscellaneous, taken In Kind by
Total from continuation pa~(s)
Page 2
21-1997-100B
sQ-lEl.)U1.E E: __ cash, BankOOr:csits and Miscel.laneous personal pr:operty
Estate of: Helen V. BcH<ers
Value at oat.e
of Death
ooscription
I tel1\
No.
12 beneficia:des
15,480.00
2,007.B5
13 personal Prop8rty - Antiques, taken In Kind l:J.j beneficiaries
14 Personal PrOperty - proceeds of public sale 3/7/98, sale
included $1,200.00 of personal property (antiques), and $306.50
of personal property (miscellaneoUS)
15 personal Prop8rty sold at fair narket value 1/22/9B
16 Personal Prop8rty sold at fair naD,et value 2/2/9B
17 Personal PrOperty sold at fair narket value 12/11/97
1B Personal PrOperty sold at fair narket value 12/12/97
19 Personal property sold at fair narket value 12/16/97
20 capital Blue cross - refund 12/22/97
21 Borough of ShippensbUr9 - rental license refunds 1/30/9B
22 U. S. Treasury _ 1997 federal income tax refund received 4/14/9B
145.00
2,069.00
23 CC.\'(IlOnwealth of pennsylvania - 1997 state income tax refund
received 4/29/9B
24 TV Cable _ LBfill1d at cancellation received 4/29/9B
25 credit eard Cbarge (store) frGl1\ 11/29/97, which had been voided
and debited to estate checking account, was re_deposited to
estate account 3/19/9B
52.09
35.00
3B5.40
100.47
23(1.30
240.7B
/32.00
B15.27
6.99
21,70B.15
'l'Cfl'AL. (carrY forward to nain schedule) . . . . . .
~. I give and bequeath thone items of personal property that I hnve listod 0\\ n
cortain one-page list, dated January 29, 1990, 10ft with this my Last Wi!.l and
Teatament, to those persons named on aald list.
IQ!!.~. I give, devise and bequeath all. of the rest and residue of my estate, red,
personal and mixed, whatsoever and wheresoever aituate, to my seven remaininl!
children on a per stirpes distribution baBis as follows:
L ONE-S,WENTH (1/7) SHARE to my Bon, RENNES JI. BOWERS, JR.. abBolutely.
2. ONE-SEVENTH (1/7) SHARE to my daughter, BF.VERLY HAY BOOFER, ahsolutely.
3. ONE-SEVENTH (1/7) SHARE to my son, JAHES W. BOWERS, absolutely.
4. ONE-SEVENTH (1/7) SHARE to my daughter, PHYLLIS .1. VALENTINE, ahsolutely.
5. ONE-SEVENTH (1/7) SHARE to my son, JACK T. nDWERS, absolutely.
6. ONE-SEVENTH (1/7) SHARE to my son, RICHARD R. BOWERS, absolutely.
7. ONE-SEVENTH (1/7) SHARE to the ORRSTOWN BANK, Ot'rstown, Pennsylvania, IN
TRUST, for the benefit of my daughter, IIELEN CATHERINE DOYLE, to invest and
re-invest the same, with the followIng powers and obligations in addition to
thoae presently given by law:
a. To pay the net income therefrom to the aaid Helen Catherine Doyle, for
and during the term of her life on a monthly basis if possIble and
feasIble in the sole dIscretion of the Trustee, and If not possible and
feasible, on as frequent a basis as is possible and feasible in the
sole discrelion of the Trustee.
b. To pay such amounts of principal as may be deemed necessary in the sole
discretion of the said Trustee f"r the proper health care and/or
maintenance of the said Helen Catherine Doyle, it being my express
intent and desire and primary objective of this Testamentary Trust to
have one-seventh of the rest and residue of my estate used for the
proper and adequate health care, support and maintenance of the said
Helen Catherine Doyle.
c. Upon the death of the said Helen Catherine Doyle, I then direct that
the then remaining principal and any accumulated or undistributed
income be distributed to my grandchildren. DENNIS RAY DOYLE and
CIIRIS1'lNE DOYLE llERRIER, on a per stirpes distribution bonis.
I
,
/h(~>(L-'
./
k.
/?> (.t-7-,-CA--c) (SEAL)
-2-
MA.RK. WEll1L.E AND PERKINS _ ATTORNEYS AT LAW - 1 \1; EAST KING STREET - SHIPPEN5Bur~a. PA. 17251
14 West King Street
Shlppensburg, PA, 17257
Phone 717.532.2814
FARMS. HOMES. BUILDING LOTS. COMMERICAL
Behind the building is a yard. ;1I1d
story garage eovered with shingle..
and automatic door opener..
at tho reaf of the lot Ls a two
The garage has a concrete floor
Comparable sales considered for this report are as follows!
ADDRESS DATE O~' SAU SELLING PRICE
1. 134-136 East King Street 06-17-97 $126,000,
Shi,ppensburg, PA
2. 24 West King Street 06-10-97 $110,000.
Shippensburg, PA
3. 300 West King 05-08-97 $ 97,500.
Shippensburg, PA
4. 217 East King Street ]0-23-97 $110,000.
Shippensburg, PA
Based on my investigation and findings, it is my opinion that the
property as of December 12, 1997 warranted fair market value of One
Hundred ifty Thousand Dollars ($150,000.00).
elY:h~H1
rv.Jll1ll:*t
elneth M. ale, r.
Real Estate Brok r
.s r;: - '" ,
... Q, I~
!j:l . ... ....
ei ~ '" ~ 'R
DO.
- 0-<
.. I ..~
...
,. j:l .... ~ ... IN l
al "1 .~ I'"
Ii ~ ~ ~ I ~.
-
J'; ti ,.: ~ 'OfI
fl .. '" ....
.. ..
f:lN ~ ~ N
i "1 '0.
J S a ~ a la
...
i
!!
II 8
;S g ~ .... ,8
'"
~. .,; .~
....
,. ~ ....
.r - ~ on"
Iii -
'S .. lit
.
a.
1 f3 ~ 0 r:
0
8
<
s: ~ ~ ,~
'"
.. :s ~ .... ....
! ~ ~ ~
<> s
oX ~ i J J ii
c: ~
c I > I ell
ilia I> ...
:> :> ~
c:: ~ i II ! i
0 ~ t
-
-
CD
:IE
~ ~ rn
~ <t f
Sl ~ i!:
~ ~ ....
~ F
.... .... ,-
.. ... ... I'"
* + TOTAL. PRGE . 002 ..
Decedent Confirmation
l*l
Namc
Social Sccurlty No
Datc of Dcath
Hclcn V. !Jowcrs
162-42-6349
12-12-97
Dcscrlptlon Accollnt Account Account
Account No. 710194X405 XOOO44.1X72 XOOO44.1945
Account Type Certilicate of Deposit Certillellte of Deposit Certinellte of Deposit
Date Opened or Issued 02.25.91 02.06.91 05-2X.91
Dale Closed 01' Malured 02-25-01 (Maturity) 02-06-01 (Maturity) 05-28-01 (Closed)
Date of Death Oalunce $75,000.00 $25,OOO,O(J $51,OOIl.OO
nus I'LUS I'L liS ('LlIS
Date of Deuth Accrued Int. $267.23 $IX9,8(, $149,65
Joint Owner, (If any) NOlie None NOllc
Dale of Jolnl Owner,hl;;
Spcclal Commcnts: N/A
Dcscription
Accouut
Account
Acconnt
Account No.
Account Typc
Dale Opened or Is,ncd
Dale Clo,ed or Mlltul'ed
Date of Death Dalance
I'LliS
I'LUS
nus
nlls
Dale of Death Accrued Inl.
Joint Owners (If any)
Dale of Joint Owner,hlll
=
Spcclal Commcnts: N/A
Dale l'I'epared: JUllllllry X, 1998 ('repared by: lien ita D. Wright
(Kev 1/8/98)
I'nge: 2
/
APPRAISAL OF AOOlTIqw, r~ PHOPml'Y OF 'I'm ES'1'A'1'E O~' IlEIJ.ON V.
~, DJiXYJISN), 50 EAS'l' KING S'1'REEl', S1IIPPI!JlSIlUHG, PA (J-l FmRUARY 11, 1.~
LIVING lnJ4:
standing ash tray
Small cast fireplace starter bucket with dabber
2 Hassocks (lot)
2 Brown upholstor~~ rockers (show wear) @$ 3.00
2 Chinese figurines @$ 3.00
Modern cherry boy figurine
Consolo stereo
Zenith console television (older oodel)
Card table
2 Tall crystal-type lights @$ 3.50
Fireplace set (Screen, andirons, tools, & logs)
Wooden candle stand (electrified)
2 Box type floor fans (older moclels) @$ 1.50
Bucket with brass color rings
OommOn blue. ashtray
Small crystal-type light
Upholstered lift chair
~ ovm Kl'lOII!ll:
10 x 14 ft. hooked rug
2 Milk glass lights @$ 25.00
2 oommon window fans @$ 6.00
Maple double bed complete
DINING R(XJoI:
TWo-figure figurine (comnpn)
Card table
6 Miscellaneous suitcases (lot)
Miscellaneous jigsaw puzzles
Toaster oven
Blood pressure kit
nlocd pressure kit (older)
3 CorllOCln canes @$ 1.00
2 Portable commode chairs @$ 5,.00
JJed pan
Invalid walker.
$ 2.00
$ 3.00
$ 0.50
$ 6.00
$ 6.00
$ 5.00
$ 1.00
$ 35.00
$ 5.00
$ 7.00
$ 6.00
$ 5.00
$ 3.00
$ 5.00
$ nO value
$ 2.50
$ 150.00
$ 120.00
$ 50.00
$ 16.00
$ 70.00
$ 5.00
$ 5.00
$ 3.00
$ 10.00
$ 3.00
$ 6.00
$ 5.00
$ 3.00
$ 10.00
$ no value
$ 6.00.
- 2 -
4 Folding lIletal chairs @$ '1.00
F'ireplace set (LocJ basket, flcreen, andirons, tools,.
and lC)(js..............,....... I . . . . . . . . . . . , . . . . . . ~ $
Iletabcd alternatJ ng pressure air mattress
Brass color umbrella stand (nKJdern)
2 small crystal-type Ugh!:s @$ 2.50
foIJDIm I S BEIRUoI:
2 Milkglass lights (one shade broken - set)
2 COlluron clothes hampers @$ 1.50
Green plywood storage chest en wheels
Plastic waste basket
Singer console sewing nachine (older lIlOdel)
Snall footed se~ling bucket
Hl\LLWAY:
Cedar blanket chest
Open book shelf
Gossip-type telephone stand
small crystal-type light
P4ass-color table light
Bt1.Kll'I OFF Kl'lUIEN:
2 small custard-type lights @$ 25.00
One tall custard-type light
Waste basket
Cedar blanket chest
Green upholstered open arm chair
Kl'lUIEN :
RCA Colortrak portable color television (older llPdel)
5-Piece Formica-top dinette set
Sharp Carollsel II microwave (dIal type)
Ronson blender (older lIlOdel)
Crook p:>t
3 Cast Iron skillets @$ 5.00
Toaster (older model)
Miscellaneous dishes in cupboard
$
4.00
$
$
$
10;00
'10.00
3.00
5.00
$ 20.00
$ 3.00
$ 3.00
$ no value
$ 10.00
$, 8.00
$ 90.00
$ 5.00
$ 8.00
$ 3.00
$ 3.00
$ 50.00
$ 50.00
$ no value
$ 90.00
$ 20.00
$ 35.00
$ 45.00
$ 25.00
$ 5.00
$ 3.00
$ 15.00
$ 2.00
$ 10.00
APl'llJ\lSlU, m' l'Ell5OOl\l' pnOPl'l{,I~2.l~_!m~ liS.l'J:I~' UI'IJo1l v. Il1t'/I'!.l.S, D~~
.!!Q.~ KING S'1'llEE'1', _~I'I'1'lSllUnG,~SX'I~II~l{ _~?L.J 99.J_.~
Walnut-finish wall/card table $
oval wall mirror (not perfect) $
6 I'rallled oil paintings by Hennes F. Bowers @$30.00 $
3-Pc. Victorian parlor set $
2 Floor lights with painted shades & l:.owls @$ 3~i. 00 $
~ern walnut inlaid tall case clock with antique 'rXlrks
signed Nathan Sanders, Manchester, England.............$ 1,800.00
walnut J. Raymond Smith sewing table $ 275.00
Walnut J. Haymond Smith drop leaf coffee table $ 275.00
Round marble top stand widl fancy walnut base (repaired) $ 350.00
Upholstered J. nayoPnd Smith cherry frame goose-neck rocker $ 225.00
pewter-finish floor light $ 35.00
Glass paperweight (floral design) $ 40.00
2 Modern marble base table lights @$ 22.50 $ 45.00
Cast iron bulldog (repainted) $ 75.00
Cast iron cat (repainted) $ 30.00
Cherry J. Haymond Smith footstool with needlepoint top $ 140.00
Cherry J. Haymond Smith footstool with carpet top $ 100.00
Walnut gate-.leg drop leaf table $ 325.00
2 Wall mirrors with George Washington era prints applied
140.00
20.00
1BO.00
1,200.00
70.00
@$ 30.00............................................... $
60.00
15.00
50.00
Small wall mirror with floral print applied (damaged) $
2 Modern u~101stered chairs with claw feet @$ 25.00 $
Gilded framed wall pidure with lOC>untain scene oil painting
on canvas.............................................. $ 40 .00
Softwood pillar-front Snpire style chest of drawers $ 200.00
Softwood sleigh-front Empire style chest of dra~lers $ 200.00
Walnut veneered 2-door weight-driven shelf clock with
Washington & Lafayette and Washington crossing the
Delaware prints on doors............................... $
325.00
40.00
7.25.00
schoolmaster's brass bell $
Cherry J. Raymond Smith arm rocker with rush seat $
Set of 6 mahogany finish dining room chairs \~ith carved backs
and needlepaint seats (set) ...........................$
250.00
Walnut inlaid tall case clock with R. & Ta Jdlnson'S
Liverpool. Eng land works wi th sweep second hand ....... $ 2, 500 . 00
- 2 -
Mahogany-finish 2-piece breakfront $
Cherry J. Raymond Smith goose-nock rocker $
Walnut gate leg drop leaf table with paw feet & cut-out ends$
History of cumberland & J\dilms Co. 1886 book by samuel P.
200.00
200.00
350.00
125.00
70.00
Bater (Warner, Beers & Co.)............................ $
2 pewter-finish table lights @$ 35.00 $
8 Framed oil paintings by Rennes ~'. Bowers in wooden
frames @$ 25.00 .......................................$ 200.00
Bible chest $ 20.00
J. Rayrrond Smith cherry chest on chest $ 800.00
J. Rayrrond Smith cherry double dresser $ 700.00
J. Rayrrond Smith cherry wi.lll mirror $ 125.00
J. Raynond smith cherry chest of drawers $ 550.00
J. Ra}1rond Smith cherry pineapple poster double bed $ 350.00
2 J.Rayrrond Smith cherry nite tables @$ 225.00 $ 450.00
J. Raynond Smith cherry slipper chair (needs refinished) $ 140.00
3 walnut shadow box picture fran~S @$ 70.00 $ 210.00
small walnut shadow box picture frame $ 45.00
Phyfe-type Illilhogany wall/card table (needs refinished) $ 75.00
J. Rayrrond Smith cherry Sheraton high poster double bed $ 375.00
J. RaYlrond Smith cheni' Sheraton chest on chest (3 over 2) $ 600.00
J. Rayrrond Smith cherry double dresser $ 700.00
J. Rayrrond Smith cherry \~all mirror $ 100.00
2 J. Rayrrond smith cherry s,~wing tables/night stands
@$ <:50.00 ............................................. $ 500.00
Hand-stitched quilt (tull.p basket pattern) $ 100.00
Mahogany-finish slant front desk with 4 drawer.s under and
claw feet (needs refinished)...........,...............$
140.00
40.00
20.00
2 Mahogany-finish end tables (need t'efinished) @$ 20.00 $
Glass-top mahogany-finish coffee table with claw feet $
Junghans, Germany walnut-finish wall clock with Westminster
chimes & beveled glass door............................ $ 140.00
J. Raymond Smith drop leaf Sheraton type lamp stand $ 125.00
TOTAL: $ 16,680.00
APPAAISED BY:
A)p~ r!~cy.d~
Dennis L. Gotshall, Auctioneer/prop.
Dan Hershey Auctioneer.ing Service
__flt~'J\_Lm_
S~l'[LgM~N,[
SEllER NAME Jiil"',.) j// ~U!J.....__n_~7-:"'--- .--.. DATE OF SALE ..jill/r_n... o.
ADDRESS._ S () e!. ii';7~._5L-. .....____..._.___.__.___..__.'_ PHONE_&!:_-6./;.I.~/.
.-!5d.L~"'J ,tl"-fl:._~. .($14-.1...-.-.. .....---....- 21Pm. .../2.;;..-!Z.
1.0CATlON Of SALE ...J..fLjS/;..J22IRi-/?..f!.,,~J _:-._~__...-_._-_.__..._.-_..--._. ..._u...
AUCTIONEER _12/1~. n..:i?!l/ds'kif IhL~.:f~A'~/..- - PIIONr:Sf.;;- ~ 6 f/ 7
CgLL~'S E~eENSES0
c_ RECElfTS --.J
PROFESSIONAL fEES
AUCTIONEER
CASHIER
$~.#t!JIt:JO_
$----
$._--
CASH
CLERK
CHECKS
$-.....-
$ ---.--_..-
OTHER RECEIPTS
iBl.tJyj ~ I;
11~~~.
.l IJi1tJ tf'.
- )/AfI.'7'
__fJ./~d,cN/..
$ f7~ft!?
$_ S(J,c~
$_.~()
$ _..,2,), (JP
$._~ t'C)
$-----
$
$
$
$-.
___ $____00__
$-----
-------- $
.------.--- $
----.---------$
$ -----_...
$
$
QTHER EXPENSES
(TOTAL EXPENSES
$ 93.J..fO )
-- $-
TOTAL RECEIPTS $ .~tJ ? ' .i:..5.
LESS TOTAL EXPENSES $4..l.3.J ()
( NET PROCEEDS PAYABLE 10 SELLER] $1 ~3S J
I or we!. the seller, accepl Ihis seUlernenl and acknowledge recoipt ollho obove spocified nel proceeds
fro e auction 01 rny goods ond properly sold on Ihe above dClto. I C1CC~p' all responsibility lor providing
m~ ch ntable title 10 ~:IY sold,und for dolivery of "lie 10;10 purchmer. '(Y;.~.7 tf
. ~ / C) J;;; ;,;:~,;s;".."",,~ .._ . ..'_"" ""'"'''' ~===_=
~. (Sollor'!! 5;f~r-l~1'u;~1--'
SELLER'S COpy
,(~ ') F'
/...J .-j.dG ,-' 0
BUREAU OF INDIVIDUAL TAMES
INHERITANCE lAK DIVISION
Df."" 210(,01
HARRlSRUAO, PA 17128~ObOl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAM
APPRAISENENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAM
11-30-1998
BOWERS
12-12-1991
21 97-1008
CIlMBERLAND
101
F.A"Oi..!lt,:~~~.iWIld, =l
-- --~-_.'"--- -
...--...--.---
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS -4
REV: isii,-iiCAFP-fiiiF97Y -Niifici--OF" i-NHEiiifANCE- TAin-PPRii i SEii€N'r;-AL.LOWANcE-oli-- - - - - - -- -- - - - - -..
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HELEN V FILE NO. 21 97-1008 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE HUMBER
COUNTY
ACN
JERRY A WEIGLE ESQ
MARK ETAL
126 EKING ST
SHIPPENSBURG
(':l.'
PA 17257
ESTATE OF BOWERS
TAM RETURN WAS, (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Eatete (Schedule Al
2. stock. and Bondi (Sohedul. I)
3. Clo..ly Held stock/P.rtn.r~hip Int.r..t CSchedule C)
it. "0,'taa9../Hot.. Receivabla (Schedule Dl
S. Cash/Bank Deposits/H!lo. Parsonal Property (Schedule El
6. Jo:ntly Owned Prcperty (Schedule F)
7. Tran.fars (Schedul_ G)
8. Total A...""
APPROVED DEDUCrIOHS AND EXEMPTIONS:
9. Funeral Expan.../Ad.. Costs/Hllo. Expenses (Schedule H)
10. Dobta/Hortgege Llebllltlea/Llens (Schedule II
11. Total DeducHonl
12. Ne1 Value of Tax Re1urn
15. Charitable/Govern.ental Bequests; Nonweleotad 9113 Trusts
14. Net Velue cf Eatete Subject tc Te.
If an all.llment wal illued proviously. lines
reflect figure. that include the total of ALL
ASSESSMENT OF TAX:
1&. AMount of line l~ at Spou..l rate CIS)
16. A.ount of line 1~ t.xable at line.I/CI.as A rate (161
17. A.ount of Line 1~ taxable .t Collateral/Cia.. 8 r.t. (17)
10. Prlnclpel Te. Due
NOTE:
TAX CREDITS I
PAYNENT
DATE
09-10-1998
RECEIPT
HIJI1BER
AA296636
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
I CHANGED
11 I,
(2)
(3)
(4)
(5)_
C61
(7)
158.265.00
.00
.00
.00
360.164.41
.00
,00
(01
.
tf~.IU1 U m l...."
HElEN
V
(91
(10)
25.167.91
2.488.01
1111
1121
(131
(14)
DATE 11-30-1998
NOTE I To inlure proper
oredit to your acoount,
aubalt the upper portion
pf thil for. with your
tax paYMnt.
518.429.41
n .655 q~
490.7n.49
.00
490.773.49
14. 15 and/or 16, 17 and 18 will
return. as.....d to date.
,00
29.446,41
,00
29.446,41
29.446. 4~-.
.00
.00
,00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
If TOTAL DUE IS LESS THAN II. NO PAYNENT IS REQUIRED.
IF TOTAL DUE IG RefLECTED AS A "CREDIT" ICR I. Yllll NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.l
($c:hedule J)
.00 M ,00.
490.773.49 M ,06.
.00M.15.
1101
ANGIINT PAID
29.446,41
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
RESERVATION I E.t.t.. of decedent. dying on or before Dec.sher 12, 19~Z -~ if eny future int.r..t in the ..tet. i. trln.f.rred
in po.....ion or ."joYHnt to CI... I (ulht.rai) tt.neUclar1.. of ttM dec.mlnt aft.r the .lCplr'aUort of .,y .lIt.t. fUf'
U.. or for y.a,., ttM CotMonwea1th hareby elCpr...h r...rv.& the right to apprais. and ....u tran.f.r IINrltanc. TalCu
.t the l.wful Cl.., B (collat.ral) rate on any .uoh futur~ Int.r..t.
_Sf IIF
NOTICE I
To fulfill the requir..antl of SecUon 2140 of t.:he Inherltanoll and Estate Tal( Aat. Act 21 of 1995. (72 P.S.
SeOUotl 91'0),
PAvttfNTI
Detach the top portion of thh Notice and .ub.1t with :t/OUI' p.:t/..nt ta the ~.lJht.r of NUh printlKl on the rava"8 .ide.
__.... chllck or .onay order pa:t/ltbl. tOI REGISTER OF MILLS, AGENT
REFlIID (CA)I
A r.fund of . till( cr.dit, which ",all not r.qu..ted on the Tal( Return, a.y b. reque.t.d by coaplating an "ApplloaUon
lor R.fund of Penn.ylvllflla Inherltanoll and E.tate hl(" lREV-13UJ. Applications are avaUAble at the offic.
of the R.gi.ter of Will., 1lO:t/ of the 2] R.venue 01.trlot Office., or b:t/ r.alllng the .p.olal 24~hoUr
..,....',1"' ..rl/io. nuMber. ftJr for.' ordering: In Pllon.:t/lvania l-IOO-562~Z050. outnlde PlH1fllylvenia Mld
within loc.1 Herrhburg ar.a (717) 1f11-a094, TOOl (711) 7n~22S2 (Hurina laplIIlred Only).
OIJECTIONS' Any party In Int.r..t not .atl.flad with the .pprllll....nt, 1II11owftnc. or di..ilowano. of d.ductionl, or .....,..ot
of tal( (including discount or Int.,..t) .. .hONn on thh Hotlu au.t ohjed within sll(b (60) dayS of recifllpt of
thls Hotlc. bYI
~~..rltten prot..t to thtl PA D8JulIrt..nt of N.v.nu., lo.rd of Ap".ah, Dapt. 211021, "orrhburg. PA
~~.l.ct1on to hev. the .att.r det.r.1Mid at audit of tho eccount of the perlonal r.pr..entfltlv.,
ulPP.al to the OrphlKl.' Coud.
11121.1021,
OR
OR
ADHIM
ISTAAllYE
CORRECTIONSI
Factual .rror' dl.cover.d on thil 1II.......nt .hou1d be addro..ed In writing tal PA Depart.ent of Aevenu.,
lureau of Individual Tal('o, JTTN, POlt ~s.e"Ment Review Unit, I~pt. 280&01, Harrisburg, PA 11121-0601
Phone (717) 111~6S0S. s.. page S of the boold.t "Instruotlon. for Inherltancll lal( Aahlrfl for a Relidan~
n.e.Mnt" (REV"lS01) for 11I1 .xplanatlon of adllllnlstr.Uv.1Y (IOrr.ctabl. .rrors.
DISCOUNT I
If MlY tal( due h paid Nlthln threo (3) ul.nd.r Months IIftar the decedent'. cMiath, . flv. p.rcent (5iD dhcount of
the tal( paid Is .llow.d.
PENALlY'
The lSX talC eana.ty non-participation panalh is o9Puted on the tohl nf the tax Md lnt.rut .......d, Ind not
peld before January 16, 199&, the flr.t d.:t/ efter the end of the hl( ...neth' parlod. lhh nowpartlclp.Uon
penal ty 1. ~p'lllabla In the .... a.nn.r and In the the ...e t ill8 par iod .10 you would IlIfIpe.1 the t8l( .nd inter..t
that ha. been ....u.d .. Indlcat.d on this notlcll.
INTEREST I
Intar..t h Clhlllrged beglnnlna with flr.t day of d.Unqu.ncy, or nino (9) aonths and OM (}I day ftOll tho det. of
death, to the date of paYMnt. lax8' whloh bac..' dalll1qll.nt be for. Jenu.r:t/ 1. 1912 bIIar Intlllrnt lilt ttM rat. of
.iIC (6%) r."c.nt per annuli c8lcul.t.d at . d..uy rllte of .000164, All hlll(U Which bOCMlIII delinquent on and 8ft.r
Janu.ry 1, 1962 ...ill belllr Int.rut lilt III r.te whioh tdll very frOf! Clfll.ndar :t/llIl11r to cftlendar YllIar with trn-t rat.
announced by tho PA Depart..nt of R.venue. Thill .pp}iClIlbI. Ii,t.r..t rates for tlJI:! through 199& .rll
~ Int.r..t R.t. D.Uy Int.rut F.(ltor ~ tnt.r'It !!!.1! nallv Int.r..t factor
196Z t.X .0005'" 1987 9% .0002'it7
1983 16% .00001 }IJII-)99l 11% .0DO~01
\9114 11% .000501 lCJIJZ 9% .000241
1965 13% .000556 1993 '1994 7% ,OOOJ92
1"16 10% .000274 199~"1'l9ft 9% .on02'41
"Mlnt.ra.t I. a.loulllt.d Ill. follow"
INTEREST' BALANCE OF TAX UNPAID K NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
M~Any Notlo. h..aft.r thfl till( baCOH' delinquent tdll refl.ct "" I."t.,...t calculllltlon tet fift"n liS! MY'
beYond the data af the .....sunt. If paVlMnt h a.d. .ft.r the int.r..t o:JllIputat Ion d.t. .OOlllfl on ~hI
Notic., additional Intare&t IlUlt be o.lculatllld.
<Il
I 'Z.
I :;a ~~ :.
8 ffi'r" i
~ J ., rtl
.~ :( ~ If)
.... Q..l ,. '" ~
. I 7', t- ~.~ M
~ .... I 0( 0( i.l " ~ r;:
CI\ l.W ~" . t. - I
~ I ~~~~~t: I
....
N iJ"-;;.l7.t
- 0: ~ = 0 .. f
. ""Ow.l'~=><
~ Ii ~ ~. ,... or.
1oCi&.l;loll.l.o
OJ) ~ l"l A. ~ J
OJ ~ _ 0.. ~
~ :;:1 ~ = ii-
'"
ro. 0(
~
10<
.. ~~
;; ..
.
..
NOW, ""IRR/'(JRR, WI1NRSSl'"/, /I",
' /I" """'" "'N'o, " o""d~" 'no "'h,
Pfelll/Ses IIOove Slll/ecllllcl 01'11 '1\ '
' , ""'''''' "" "'" I'rn/>O,,,,, 8",,,,,,, "1'/)"" ", I'
. I 111011 i1/lllched herelo
"" - , """ h''''''1: '''d "" ''''''P' "r /I." /' " "b '
"'" '" .",.", ~ /I"",,, ,."W", d,,,,,,,,,,, h' I
''''"'",,,. '0 /I" ,~id I""" b,,,no .'d -I, ", y ",
"'I""'" ,,~, "Nh '''''' "Nh" """"1/. N'"" ""h
olherllllcl ill Pllrliclllllrf~ellllCS J.'. !JOlVcrs I, 'd I) . ,
,,1',/11/ OI'O/hY!J Wri II C' I'
' g I . 0, :,I:CClllors. frOl1l 11/1 c/llims
'''" "'''''d. """'''''''' ""."" '"'' ,,' /I" "" ""''''' "r 1/" /i"." 0' II I V '
' , '''' '''0'',,,
1/" "",, ,,' 'lOrn,,, ," Ib"h" 'I"" /I,,,, ,"""" m, Y ""hii', ' .
I J COllle cllle to Ihe eS/llle ol'lh . 'd
"'-", ,1/" lh'" '. , '"
e Slglllllg oflll/s IIgrcclIlCll/ lVe "11(1 I f'
. " ellC lOlls do hcr 0
' , , , r "',.,,,,,, 'md """ w'lh
'~b 0"", "" "" "oro,,,,,, "'...,., ro~""",,, ,." /I,,, '" w,,, "m"b ,.
.. , ' , , ", Pm '"'''' ""ro or 1/"
""'" '" .., "Iy ''I Y "" ,,1/ """'" d'"'''d", ,,,' ". '"'' """ ,r ""'," '""'" " Y L
" , , '''m,,,,,,,,.
""'~'''''' .,,,,,,,'" '''/d ""'" 'In", ""'" id . ,
.11 PcrsOllll1 represelllatives IIller Ih i' ,
'''IId,I/." " , , """" "1m,
Y of/h,s Ii/lil/I)' se/l/cmelllllgrC('lIlellllllld "" I I
U, J'e case.
IN WrrNesS WIIFItFOP Ih. ,
. " . C PllrtlCS hllve hercIIlllo SC11he1'1'1 I,
' "'" .."" ""'''h, d d
Yo" "D, ''''''' """,", 'y"
Wilnes,
( j /
r . ,J (')' ,'J
~JJ-0~~~i
,
/) I
~-lilfc~_..
~:!:'~ .~. c~
~--':':----=.:_~~y
l . . .
lfh-1u.10~<;',J('4-.__
\.j/ICl(l,-C\ () (..~r/{hj,\" '
"4~~. Wf:/'".I; 4No "tNKINS
AnO~Nt:yS A r IIlW
, .
..
~/) --'-"-
~ ':].l/1.I:<[) L,
I~ellncs p, BOwers.',,;: ~~~/:1A.SkI\L)
'. )
ro,'';'>" . ~,~)
/;;,'r" ,./( , ( (t, -lJ...l. ....7)~,., (~['A.l )
Jevcrly M, W oofer ~--,- rc.~-__... <
;--\.( ~-'
'~ ,Bowers
l.-~
,:'/ / '') )
'~, "'~4t..L~,c,,<-- "
u,c/ 11/'</ R BOWers -----(81.1\1.)
I
I ~!6 '--/b I HI/Wi ."; fTn-'t"/
'i/fll""N!;UUNIJ, "4 "'07".,.,
, .
DISBURB!JMENI'S OF PRINCIPAL
EEltate of Helen V, l3cN.ers
For Period 12/12/97 Through 2/1.1/99
Mmini,stration Expenses (Prill)
12/24/97 Register of Wills, OJillbm:1.and County"
Letters Testaoontary and short CEirtificates
12/24/97 CUmberland Law Jo\~l - advertising Letters
Testarrentary
12/24/97 Dennis 1" Gotshall, Auctioneer - appraisal c.;!:
antique personal property
1/5/98 News Chronicle - advertisiny Letters
Testarrentary
1/6/98 F & M Trtlst - aCCOUJ1t verification fee
1/14/98 Hale Real Estate - appraisal of real estate
2/16/98 Dennis L. Gotshall, Auctioneer - appraisal at
miscellaneous personal property
3/19/98 Sheely Wholesale Distributors - appraisal of
jewelry store
9/2/98 Register of Wills, Clmterland County - filing
PA Inheritance Tax Return
9/2/98 Register of Wills, Cumberland County - PA
Inhe.dtancEJ Tax
9/15/98 Register of Wills, Cumberland Cbunty -
additional Probate Fee
2/3/99 Register of Wills, Cumberland County - 2
Short Certificates
2/11/99 Register of Wills, omterland County - filing
Family SettleIrel1t J\greeoont
2/11/99 Mark, Weigle and Perkins - reinU:lurselrel1t for
postage, xerox copies, and long distance
telephone calls
2/11/99 Linda K. Klein - notary fee
$ 381.00
60.00
40.00
65,27
5.00
75.00
40.00
1'15.00
15.00
29,446.41
35.00
6.00
100.00
55.00
14.00
Page 4
$ 30,512.68
, ,
DISBURSEMEm'S OE" PRINCIPAL
Estate of Helen V. 13i.:m:lrs
[ror l'erioo 12/12/97 'T'hrough 2/11./99
Fees and O::mnisslOl1B (prin)
9/2/98 Mark, Weigl(3 and Perkins - Partial AttoL-ney
E"ee
2/11/99 Mark, Weigle and Perkins - ~lffi1ce of
attorney fee
Funeral Expenses (Prin)
1/6/98 Fogelsanger-Bricker Funeral Home
Other Expenses (Prin)
12/23/97 Orrstown Bank Checking Account #600024 check
outstanding at date of death
12/24/97 PFG Gas, Inc. - December billing
12/24/97 GPU Energy - December billing
12/24/97 'IV Cable - December billing
12/24/97 M=Imo Haven Penn Hall - 11/30/97 staterrent
1/6/98 Sprint - 12/24/97 billing
1/6/98 Borough of Shipp:nsburg - 4th quarter water,
sewer, refuse
1/14/98 Sprint - 1/4/98 billing
1/14/98 PA Departrrent of Revenue - 4th quarter 1997
sales tax
1/14/98 Orrstown Bank - deduction fran estate
checking account for chaL~e sales at store
prior to date of death
1/14/98 'IV Cable - final billing
1/22/98 GPU Energy - final billing
$ 5,000.00
12,878.04
$ 2~ .48
348.00
123,1l:l
26.28
16.00
51.43
381..78
38,87
265.91
,
27.09
26.28
79.40
Page 5
$ 17,878.04
6,264.60
DIS13URslI1>1J?Nrs OF' PRINCIPAl.,
E'.st'lte of Helen V. ~rs
Fbr Period 12/1.2/97 T1U:ough 2/11/99
, ,
'/26198 """" ",.." """" "'11 - 121311" ""_t
21'198 -. P, -re, Jr, - rei_.,,, '"
l:'eP'lirs to motorized chqir
2/.9/98 "'" FJ.rst <>Up - fi"" bill'"s, '''''
distClnce service
P'Ige 6
$
509,08
46.1.3,
2/"198 "'''''"''"-'it - .." "'-it """ rant"
317198 -- 0' ""'ic ",, 0' _, P_tty
Sold 'It aUction 3/7/9B
5/15198 -- _ - """"" 'or C""'t c..",
depoSit on 4/9/9B
52.67
9.40
433.50
7Or.A.t, DISBURs~ OF PRINCIPAl.,
28.53
............................
$ 2,488.01
.......-...-...---...
.~ 57,143.33
...z:,IIf-=a-;;;arz;z=z;
, .v
4/26/98 interest
5/26/98 interest
6/26/98 interest
7/26/98 interest
8/26/98 interest
9/26/98 interest
10/26/98 interest
11/26/98 interest
12/26/98 interest
1/26/99 interest
2/5/99 interest
REtEI PI'S OF' INCCfv1E
Estate of Helen V. J3O.oIers
For Period 12/12/97 Ttrrough2!11/99
Valley Bank Certificate of Deposit
12/25/97 interest
1/25/98 interest
2/25/98 interest
3/25/98 interest
4/25/98 interest
5/25/98 interest
6/25/98 interest
7/25/98 interest
8/25/98 interest
9/25/98 interest
$ 130.45
.126.25
130.51
105.53
109.05
J.09.05
105.53
109.05
105.53
109.05
35.20
----......-----
1,600.23
$ 204.34
487.30
487.29
440.14
487.29
471.58
487.29
471.58
487.29
487.30
Page 11
. RECEIPI'S OF' INCCMEl
Estate of Helen V. Bowers
Fot Perio:l 12/12/97 Through 2/1.1/99
10125/98 interest $
11/25/98 interest
12/25/98 interest
1125199 interest
2/5/99 interest
Dauphin Deposit Celtificate of Depo
12/28/97 interest
1/28/98 interest
2/28/98 interest
3/28/98 interest
4/28/98 interest
5/28/98 interest
6/28/98 interest
7/28/98 interest
8/28/98 interest
9/28/98 interest
10/28/98 interest
11/28/98 interest
12/28/98 interest
1/28/99 interest
2/5/99 interest
Page 12
471.57
487.29
471.58
487.29
220.08
6,649.21
$ 130.81
331. 36
331.36
299.30
331.36
320.67
331. 36
320.67
331'.36
331.36
320067
,
331.36
320.67
331..36
117.59
4,481.26
RECEIPI'S OF INcnv1E
Estate of Helen V, ~rs
For Pericxl 12/12/97 Through 2/11/99
Dauphin Deposit Certificate of Depo
1/6/98 interest
2/6/98 interest
3/6/98 interest
4/6/98 interest
5/6/98 interest
6/6/98 interest
7/6/98 interest
8/6/98 interest
9/6/98 interest
10/6/98 interest
11/6/98 interest
12/6/98 interest.
1/6/99 int.erest
2/5/99 interest
2/6/99 interest.
Mellon Bank Certificat.e of Deposit
12/31./97 interest
1./31/98 int.erest.
2/28/98 interest
3/31/98 interest.
4/30/98 interest
PSl!Je 1.3
$ 1.,3.8il
163.50
147.67
163.49
158.22
163.49
158.22
163,50
. 163.49
158.22
163.49
158.22
163.49
10.54
163.50
2,112.88
$
48.6:.!
79.24
71.56
79.24
76.69
5/31/98 interest
6/30./98 interest
7/31/98 interest
8/31/98 interest
9/30./98 interest
10./31/98 interest
11/30./98 interest
12/31/98 interest
1/31/99 interest
2/5/99 interest
RECEIPTS OF INcx:.ME
Estate of Helen V, BoNers
For Period 12/12/97 Through 2/11/99
Mellon Bank Certificate of Deposit
12/31/97 interest
1./31/98 interest
2/28/98 interest
3/31/98 interest
4/30./98 interest
5/31/98 interest
6/30./98 interest
7/31/98 interest
8/31/98 intel~st
9/2/98 interest
, , '
Page 14
$ '79.24
76.69
79.24
79.24
76,68
79.24
76.68
79.24
79.24
12.69
.............. w............
1. 0.73. 53
$ 40..51
66.0.3
59.62
66.0.3
63.89
66.0.3
63.89
,
66.0.3
66.03
4,27
....'..._.. - -... ......
562.33
, . '
Incare 'l'axes
DIS'BURBmNfS OF INcx:t<1E
Estate of Helen V. Bc;/.oIers
For Period 12/12/97 Through 211.1199
2/3199 Internal Revenue Ssnoice - 1998 1041-
fiduciary income tax
2/3/99 PA J:)3parttrel1t of Revenue - 1998 PM1
fiduciary income tax
rorAL DISBURSJ;1'IlENI'S OF INe<J.1E
';,'
Page 16
$ 8,357.61
670.98
....................--
$ 9,028.59
..............--....-
$ 9,028.59
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