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Home My WebLink About10-17-07 (3) --.J REV-1500 EX(06-05) P A Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 15056041158 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year 21 07 File Number 0086 ENTER DECEDENT INFORMATlON BELOW Social Security Number Date of Death 200-36-0783 01162007 Date of Birth 06081924 Decedent's Last Name BOWMAN Suffix Decedent's First Name DOROTHY MI J (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW []] 1. Original Retum o 4. Limited Estate [K] 6. Decedent Died Testate (Attach Copy of Will) o 9. Litigation Proceeds Received Future Interest Compromise (date of death after 12-12-82) Decedent Maintained a Living Trust IL. 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) Spousal Poverty Credit (date of death 0 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number RICHARD W. STEVENSON, ESQ. 717-237-5208 02. 04a. Supplemental Return o o 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 07. 010. Firm Name (If Applicable) MCNEES WALLACE & NURICK LLC r' "; REGISTEROFWlLLS USE ONLY -, . First line of address 100 PINE STREET Second line of address PO BOX 1166 City or Post Office HARRISBURG State ZIP Code PA 17108 DATE FILED il ; , Correspondenfs e-mail address: R S T EVE N SON iiI M W N . COM Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPON~BLE F<?R FILING RETURN DATE 16~ 0-. ~ /O!frJ07 AD~ enway Drive, Mechanicsburg, PA 17055 EPRESENTATlVE STREET, PO BOX 1166 HARRISBURG, PA PLEASE USE ORIGINAL FORM ONLY 17108-1166 Side 1 L 15056041158 6M4647 2.000 15056041158 --.J J --.J 15056042159 REV-1500 EX Decedent's NameB 0 W MAN RECAPITULATION DOROTHY 1. Real estate (Schedule A) . . . . . 1. 2. Stocks and Bonds (Schedule B). . . . . .. .2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C). . . . . . 3. 4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . . . . . . . . . . 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E). . . . . . . . 5. 6. Jointly Owned Property (Schedule F) D Separate Billing Requested . . . 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) D Separate Billing Requested . 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). 10. 11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J). . . . . 12. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0IL 0 . 00 16. Amount of Line 14,taxable at lineal rate X .o~ 786228.07 17. Amount of Line 14 taxable at sibling rate X .12 0 . 00 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 14. 15. 16. 17. 18. 19. TAX DUE . . . . . . . . . . . . . . .. 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042159 6M4646 2.000 Decedent's Social Security Number 200-36-0783 J 15056042159 195000.00 593869.17 0.00 0.00 41732.17 0.00 8000.00 838601.34 46747.63 5625.64 52373.27 786228.07 0.00 786228.07 0.00 35380.26 0.00 0.00 35380.26 D --.J REV-1500 EX Page 3 Decedent's Complete Address: File Num ber 0086 DECEDENT'S NAME BOWMAN DOROTHY J STREET ADDRESS 504 OHIO AVENUE CUMBERLAND COUNTY CITY I STATE I ZIP LEMOYNE PA 17043- Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 6. Prior Payments C. Discount (1) 35380.26 0.00 23000.00 1210.53 Total Credits (A + B + C) (2) 24210.53 3. InteresUPenalty if applicable D. Interest E. Penalty 0.00 0.00 0.00 TotallnteresUPenalty (0 + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) 0.00 5. If Line.1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 11169.73 A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line S + SA. This is the BALANCE DUE. (56) Make Check Payable to: REGISTER OF WILLS, AGENT 11169.73 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; . . . . . . . . . . . . . . b. retain the right to designate who shall use the property transferred or its income; c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? ........ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes D D D D 0Cl D D No [X] 1KI [X] 00 D 00 00 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. F or dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 6M4671 1.000 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE REV-1502 EX + (6-98) ESTATE OF FILE NUMBER Dorothy J. Bowman 21 07 G086 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both hlllling reasonable knov.iedge of the relevant facts. Real property which is joinUy-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION NUMBER 1. Real Estate located at 504 Ohio Avenue, Lemoyne, Cumberland County, Pennsylvania Valued per sale of property; See attached settlement statement VALUE AT DATE OF DEATH 195,000.00 TOTAL (Also enter on line 1, Recapitulation) $ 195,000.00 3W4695 1.000 (If more space is needed, insert additional sheets of the same size) REV-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Dorothy J. Bowman 21 07 0086 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER rESCRIPTION VAlUE AT DATE OFDEAlH 1. THE FOLLOWING ASSETS WERE HELD IN DECEDENT'S FHA ADVISORY ACCOUNT NO. 7062-7001; SEE ATTACHED VALUATION INFORMATION: Schwab Money Market Account 10,641. 31 2 300 Shares Amerisource-Bergen Corp. 14,271. 00 3 371 Shares AT&T Corp. Dividend accrued on 1/16/2007 12,871. 85 131.71 4 200 Shares Bank of America Corp. 10,684.00 5 250 Shares CIGNA Corp. 32,661. 25 6 200 Shares Citigroup 10,915.00 7 400 Shares ConocoPhillips 25,354.00 8 600 Shares Duke Energy Corp. 11,163.00 9 300 Shares Spectra Energy Corp. 7,695.00 10 400 Shares Illinois Tool Works Inc. Dividend accrued on 1/16/2007 18,954.00 84.00 11 200 Shares Johnson & Johnson 13,305.00 12 250 Shares Kimberly-Clark Corp. 17,252.50 Total from continuation schedules 407,885.55 3W4696 1.000 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 593,869.17 Estate of: Dorothy J. Bowman 200-36-0783 Schedule B (Page 2) Item No. Description Value at Date of Death 13 100 Shares Legg Mason Inc. 10,316.50 14 400 Shares Masco Corp. Dividend accrued on 1/16/2007 12,342.00 88.00 15 150 Shares Merck & Co. Inc. 6,741.00 16 450 Shares Mylan Laboratories Inc. 9,389.25 17 500 Shares T. Rowe Price Group Inc. 24,175.00 18 25,000 Par Electronic Data Systems 7.125% Due 10/15/09 Interest accrued to 1/16/2007 26,017.00 450.26 19 20,000 Par International Lease Finance Corp. 4.55% Due 10/15/09 Interest accrued to 1/16/2007 19,543.60 230.03 20 20,000 Par Ball Corp. 6.875% Due 12/15/12 Interest accrued to 1/16/2007 20,250.00 118.40 21 20,000 Par BB&T Corp. 5.2% Due 12/23/15 Interest accrued to 1/16/2007 19,601. 40 66.44 22 25,000 Par Harleysville Group 5.750% Due 7/15/13 Interest accrued to 1/16/2007 24,316.50 3.99 23 25,000 Par Wyoming PA Area Sch Dist 2% Due 7/1/07 Interest accrued to 1/16/2007 24,746.75 20.83 24 20,000 Par Westmont Hilltop PA School Dist 3.1% Due 10/1/10 Interest accrued to 1/16/2007 19,468.00 180.83 25 15,000 Par Philadelphia PA Auth For Indl Dev 5% Due 5/15/10 Interest accrued to 1/16/2007 15,613.05 2.08 Total (Carry forward to main schedule) 233,680.91 Estate of: Dorothy J. Bowman 200-36-0783 Schedule B (Page 3) Item No. Description Value at Date of Death 26 10,000 Par Philadelphia PA General Obligation Unltd 5.25% Due 9/15/03 Interest accrued to 1/16/2007 10,546.30 176.46 27 10,000 Par Pittsburgh PA Water Swr 7.25% Due 9/1/14 Interest accrued to 1/16/2007 11,328.50 271 . 87 28 10,000 Par Pittsburgh PA Wtr & Swr Auth Wtr & Swr Sys Rev 6% Due 9/1/16 Interest accrued to 1/16/2007 11,592.50 225.00 29 10,000 Par Philadelphia PA Sch Dist Ref Ser A 5% Due 8/1/14 Interest accrued to 1/16/2007 10,724.70 229.17 30 10,000 Par PA Intergovernmental Coop Auth Spl Tax Rev Ref Philadelphia Fdg prog 5.25% Due 6/15/04 Interest accrued to 1/16/2007 10,342.80 45.21 31 15,000 Par Puerto Rico Commonwealth Ref Pub Impt Ser C 4.25% Due 7/1/22 Interest accrued to 1/16/2007 15,138.45 26.56 32 10,000 Par Pittsburgh PA due 9/01/19 Water & Swr Sys Rev 5% Interest accrued to 1/16/2007 10,121. 70 187.50 33 25,000 Par FNMA 313359MWN9 3.530% due 10/19/07 Interest accrued to 1/16/2007 24,677.50 213.27 34 25,000 Par Pennsylvania St First Ser 5% Due 6/1/17 Interest accrued to 1/16/2007 25,978.00 156.25 35 15,000 Par Philadelphia PA 5% Due 9/15/31 Interest accrued to 1/16/2007 15,441. 60 252.08 36 25,000 Par PA St Turnpike Commn 5% Due 7/15/28 Interest accrued to 1/16/2007 26,525.75 3.47 Total (Carry forward to main schedule) 174,204.64 REV-1508 EX + (6-98) COMMON\IVEAL 1H OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Dorothv J. Bowman FILE NUMBER 21 07 0086 Include the proceeds of litigation and the date the proceeds were recei\Ied by the estate. All property JoinUy-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 29,689.99 Citizens Bank Checking Account No. 6100680622 See attached bank letter 2 Personal Property - See copy of appraisal attached 3,970.00 3 Fidelity MUtual Insurance Company - Decedent is entitled to an estimated amount ranging from $1,950 to $2,600 (cash) in the company's rehabilitation plan; We are estimating the amount to be received at the average of the estimated amounts; See attached individual allocation statement from Fidelity. 2,275.00 4 Long Term Care Insurance - Refund 780.51 5 Herbert Bowman Trust - Income due decedent (decedent was entitled to the net income from the trust during her lifetime); The amount reported is the income earned up to her death that had not been distributed to her 2,706.48 6 PA Department of Revenue - 2006 Tax Refund 95.00 7 u.S. Treasury - Estimated Refund re 2007 Income Tax Return 236.46 8 Pinnacle Health - Pension Payment 1,978.73 FOR INFORMATION PURPOSES ONLY: 9 Herbert Bowman Trust - The decedent was the lifetime beneficiary of the Trust. At the time of decedent's death, the trust had a value of $276,310.30. The trust was previously taxed in Mr. Bowman's Estate (PA File No. 21-03-2005) 0.00 3W46AD 1.000 TOTAL (Also enter on line 5 Recanitulationl $ (If more space is needed, insert additional sheets rt the same size) 41,732.17 REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Dorothy J. Bowman SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21 07 0086 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTlON OF PROPERTY ITEM to..lL'E Tl-E NMlE OF Tl-E TRANSFEREE. TIEIR RElATlONSHP TO DECEDENT AN:) DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBEF Tl-EDATEOFlllANSFER ATTN:HACOPY OF TIE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (IF APPUCABLEI VALUE 1. GIFTS MADE BY DECEDENT WITHIN ONE YEAR OF DEATH: Barbara Love Relationship: daughter $5,000 cash 5,000.00 100.0000 3,000.00 2,000.00 2 Lynn Bowman Relationship - daughter $5000 cash 5,000.00 100.0000 3,000.00 2,000.00 3 Carol Looney Relationship - daughter $5,000 cash 5,000.00 100.0000 3,000.00 2,000.00 4 Paul Bowman Relationship - son $5,000 cash 5,000.00 100.0000 3,000.00 2,000.00 TOTAL (Aiso enter on line 7, Recapitulation) $ 8.000.00 (If more space is needed, insert additional sheets of the same size) 3W46AF 1.000 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INl-ERJTANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Dorothy J. Bowman ITEM NUMBER A. B. 1. FUNERAL EXPENSES: Parthemore Funeral Home SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21 07 0086 Debts of decedent must be reported on Schedule I. DESCRIPTION Total from continuation schedules Claimant Street Address City Relationship of Claimant to Decedent 4. Probate Fees 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) 5. Accountant's Fees Street Address City Year(s) Commission Paid: State Zip Attorney Fees McNees Wallace & Nurick LLC (Estimated) 6. Tax Return Preparer's Fees 7. 1 AT&T Phone Service 2. 3. Family Exemption: (If decedent's address is not the same as daimant's, attach explanation) 3W46AG 1.000 2 Borough of Lemoyne Sewer/Refuse State Zip Total from continuation schedules TOTAL (Also enter on line 9. Recapitulation) (If more space is needed, insert additional sheets of the same size) $ AMOUNT 10,158.00 1,610.61 11,000.00 675.00 1,450.00 180.42 335.29 21,338.31 46.747.63 Estate of: Dorothy J. Bowman Item No. 2 3 200-36-0783 Schedule H Part 1 (Page 2) Description Amount Carol Looney Funeral Flowers 528.86 Paul Bowman Reimbursement for Deposit for Funeral Home ($781.75) and funeral luncheon ($300) 1,081. 75 Total (Carry forward to main schedule) 1,610.61 Estate of: Dorothy J. Bowman 200-36-0783 Schedule H Part 7 (Page 2) 3 Comcast Cable Balance Due 186.89 4 Central Penn Business Journal Legal Advertising 109.00 5 Citizens Bank Checkbook Charges 72.61 6 Citizens Bank Maintenance Fees 40.00 7 Montour Oil Balance Due 978.15 8 Clauser Real Estate Appraisals Real Estate Appraisal 350.00 9 PPL Balance Due 388.50 10 Pennsylvania American Water Balance Due 153.44 11 Cumberland County Register of Wills Filing Fee re Inheritance Tax Return and Inventory 30.00 12 Terminix Balance Due 386.90 13 Verizon Balance Due 135.70 14 Cumberland Law Journal Legal Advertising 75.00 15 EMA Advisory Investment Management Fee 965.41 16 Hoopy Insurance Agency Homeowners Insurance 842.00 17 Ken Love Household Upkeep/landscaping, etc. 650.00 18 LYnn Bowman Reimbursement re water bill paid, postage charges, supplies for residence 322.42 Total (Carry forward to main schedule) 5,686.02 Estate of: Dorothy J. Bowman 200-36-0783 Schedule H Part 7 (Page 3) 19 McNees Wallace & Nurick LLC Reserve for closing costs re duplicating, postage, etc. 250.00 20 McNees Wallace & Nurick LLC Costs Advanced as follows: Duplicating Copy of deed Special Sec. Toll Calls Travel Expense Postage Local Courier $ 82.00 7.00 19.12 2.42 43.16 40.59 6.00 200.29 21 Paul Bowman Reimbursement re Snow Plow Service and Filing Cabinet Lock 350.00 22 Robert Ensminger Appraisers Personal Property Appraisal 150.00 23 Sam Shive Snow Removal 120.00 24 Selling Expenses re Sale of 504 Ohio Avenue, Lemoyne, Pennsylvania; See attached copy of settlement statement: Commissions $11,700.00 Transfer tax 1,950.00 Misc. Fees 305.00 AHS Home Warranty 415.00 Wood Infestation 212.00 14,582.00 Total (Carry forward to main schedule) 15,652.29 REV-1512 EX + (12-03) COMMON\IVEAL TH OF PENNSYLVANIA INl-ERITANCETAX RETURN RESIDENT DECEDENT ESTATE OF Dorothy J. Bowman SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 07 0086 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM /IUIIBER 1. DESCRIPTION VALUE AT DATE OF DEATH Checks outstanding at decedent's death (Citizens Account) 1,848.26 2 Comcas t Cable Balance Due 49.52 3 Faith Nicola, Tax Collector Per Capita Tax 4 Messiah Village Nursing Home 5 Montour Oil Balance Due 9.80 2,709.61 185.00 6 Pennsylvania American Water Balance Due 14.42 7 PPL Balance Due 74.55 8 Terminix Balance Due 85.86 9 United States Treasury Tax due re 2006 individual income tax return 531.00 10 Verizon Balance Due 24.01 11 Wes t Shore EMS Balance Due 93.61 3W46AH 2.000 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 5 625. 64 REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESlOENT OECEOENT ESTATE OF Dorothv J. Bowman NUMBER I NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY TAXABLE DISTRIBUTIONS [indude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Lynn C. Bowman 406 Clover Street Etters, PA 17319 1 Gift within 1 year (from Schedule G) - $2,000 25% of Estate Residue - $194,557.02 2 Paul W. Bowman 19930 Wild Cherry Lane Germantown, MD 20874 Gift within 1 year (from Schedule G) - $2,000 25% of Estate Residue - $194,557.01 FILE NUMBER 21 07 0086 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Daughter Son 196,557.02 196,557.01 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 3W46AI 1.000 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $ 0.00 Estate of: Dorothy J. Bowman 200-36-0783 Schedule J Part 1 (Page 2) Item No. Description Relation Amount 3 Barbara A. Love 8 Greenway Drive Mechanicsburg, PA 17055 Gift within 1 year (from Schedule G) -$2,000 25% of Estate Residue - $194,557.02 Daughter 196,557.02 4 Carol S. Looney 407 Walnut Street Boiling Springs, PA 17007 Gift within 1 year (from Schedule G) - $2,000 25% of Estate Residue - $194,557.02 Daughter 196,557.02 10/15/2007 ESTATE OF DOROTHY J. BOWMAN PENNSYLVANIA INHERITANCE TAX RETURN TABLE OF CONTENTS (EXHIBITS) A. Miscellaneous Documents 1. Table of Contents - Exhibits 2. Copy - Letters Testamentary issued by Cumberland County Register of Wills to Lynn C. Bowman, Barbara A. Love, Carol S. Looney, and Paul W. Bowman, and copy of decedent's will dated April 19, 1993 and codicil dated February 28, 2003 3. Copy - Official Reciept - PA Inheritance Tax 3-month payment B. Schedule A - Real Estate; Copy of settlement statement C. Schedule B - Stocks and Bonds; FMA Advisory valuation Information D. Schedule E - Cash, Bank Deposits & Misc. Personal Property 1. Citizens Bank - Date of Death information 2. Personal Property Appraisal 3. Fidelity Mutual - Allocation Statement J REGISTER OF WILLS CUMBERLAND County, Pennsylvania CERTIFICATE OF GRANT OF LETTERS No. 2007-00086 PA No. 21-07-0086 Estate Of: DOROTHY J BOWMAN (First, Middle, last) Late Of: LEMOYNE BOROUGH CUMBERLAND COUNTY Deceased Social Securi ty No: 200-36-0783 WHEREAS, on the 26th day of April 19th 1993 to probate as the last will and January 2007 instruments dated: February 28th 2003 were admi tted codicil of DOROTHY J BOWMAN (First, Middle, lastl late of LEMOYNE BOROUGH, CUMBERLAND County, who died on the 16th day of January 2007 and, WHEREAS, a true copy of the will &codicil as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: LYNN C BOWMAN and BARBARA A LOVE and CAROL S LOONEY and PAUL W BOWMAN who have duly qualified as EXECUTOR(RIX) and have agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 26th day of January 2007. dwtck (j~JM1bau,& ~~~. * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) WILL OF DOROTHY J. BOWMAN ....-. .- rcrQJfPY I, DOROTHY J. BOWMAN, of Cumberland County, Pennsylvania, declare this to be my will and hereby revoke all prior wills and codicils made by me. 1. Personaltv. I bequeath to my husband, HERBERT S. BOWMAN, all of my tangible personal property not used in business or for the production of income, including without limitation furniture, furnishings, clothing, jewelry, objects of art and decoration, and the like, and any motor vehicles which I own, together with the insurance thereon, if he survives me. If my husband does not survive me, then I bequeath all said property, together with the insurance thereon, to those of my children who survive me. My children living on the date hereof are PAUL W. BOWMAN, LYNN C. BOWMAN, BARBARA A. LOVE and CAROL S. LINDSAY. If said children are not all competent adults, or if they cannot agree on the division, then my executor(s) shall make the division, and may sell any items passing hereunder and distribute the proceeds. 2. Residue. If my husband, HERBERT S. BOWMAN, survives me (and if he does not survive me, the property passing hereunder shall be distributed in accordance with subsection (c) below), I bequeath, devise, and appoint all the rest of my property, of whatever nature and wherever situated, including property over which I hold a power of appointment, to the Trustee hereinafter named, for the following purposes: (a) Income. The Trustee shall pay the net income at least quarterly to or for the benefit of my husband for life. (b) Principal. The Trustee shall from time to time pay such .. sums from the principal to or for the benefit of my husband as may in the discretion of the Trustee seem necessary for his support,health care and maintenance of the standard of living maintained by him during ~~ i ..~ ~ :j .~ my lifetime, taking into account such other sources of income, support and estate that may be available to him. (c) Distribution of Trust. When my husband is no longer living (or at my death, if he has predeceased me), the remaining principal shall be distributed per stirpes to my issue, provided, however, that if any such issue is then under the age of twenty-five (25) years, his share shall be held for him in a separate trust hereunder under the terms of paragraph 3 below. 3. Separate Trusts. The income and principal of a separate trust in which a share is held for a beneficiary pursuant to the terms of paragraph 2(c) above shall be distributed as follows: (a) Income. Th~ ~ncome shall be distributed at least quarterly to or for the benefit of the beneficiary. No payment shall be made under this subparagraph (a) which would discharge to any extent the legal obligation of any person for the support of the beneficiary. (b) Principal. The Trustee shall pay from the principal such sums to or for any or all of the beneficiary and his issue as in the discretion of the Trustee seems proper for their support, maintenance, income, support and estate that are available to the distributee. No :~ :1 '~ 1 ~ .; ~ I health care, and education, taking into account the other sources of payment shall be made under this subparagraph (b) which would discharge to any extent the legal obligation of any person for the support of the distributee. ~ , (c) Distribution of Separate Trust. ? (i) When such beneficiary shall have attained the age of twenty-five (25) years, the Trustee shall distribute to him at his written request the entire balance held in his separate trust. - 2 - (ii) If such beneficiary should die before making proper such beneficiary may direct in his last will, expressly referring rc ~ ~~ 1 [ ~ ~ ~ request for the entire balance in his separate trust, then the entire~alance in his separate trust shall at his death be distributed, outright or in trust, in such sums or proportions as to his separate trust hereunder, but only among my issue; and to h the extent that such beneficiary shall fail to exercise effectively his limited power of appointment hereunder, the aforementioned balance in his separate trust shall then be ~.:~. him, per stirpes to my issue, with the share of any of such issue ~ ~ ~ ~ y~ distributed per stirpes to his issue, or, if no such issue survive for whom property is then herd in or payable to a separate trust under this paragraph 3 being added to such separate trust. (d) Disposition Upon Application of Rule Aqainst Perpetuities. Notwithstanding subparagraph (c) above, if during the lifetime of a person for whom a separate trust under this paragraph 3 was established the interest of such person therein becomes void under the applicable rule against perpetuities, then the balance in such separate trust shall then be distributed outright to such person. 4. Survival Clause. If any beneficiary hereunder should die within " ....:.,..:..1..(.. ~. ~ , 1 sixty (60) days after me or within sixty (60) days after any other person the survival of whom determines his rights hereunder, then such beneficiary shall be deemed to have predeceased me or such other person for all purposes 5. Powers. In addition to such other powers and duties as may be I ~ ~. ~. ~ hereunder. granted elsewhere herein or which may be granted by law, the fiduciaries hereunder shall have the following powers and duties, without the necessity of notice to or consent by any Court: - 3 - rt ~!:..'.'.-..I.... r ' /l'r- ,. 'i f'; (a) To retain all or any part of my property, real or personal, in the form in which it may be held at the time of its receipt, including any closely held business in which I have an interest and any stock of any corporate fiduciary hereunder, as long as in the exercise of their discretion it may be advisable so to do, notwithstanding that said property may not be of a character authorized by law. (b) To invest and reinvest any funds held hereunder in any property, real or personal, including, but not by way of limitation, bonds, preferred stocks, common stocks, and other securities of domestic or foreign corporations or investment trusts, mortgages or mortgage participations,i and common trust funds, even though such property would not be considered appropriate or legal for a fiduciary apart from this provision. (c) To sell, convey, exchange, partition, give options to buy or lease upon, or otherwise dispose of any property, real or personal, at any time held by them, with or without order of court at their option, at public or private sale or otherwise, for cash or other consideration or for such credit terms as they think proper, and upon such terms and for such prices as they may determine, and to convey such property free of all trusts. (d) To borrow money from any person, including any fiduciary hereunder, for any purpose in connection with the administration hereof, to execute promissory notes or other obligations for amounts so borrowed, and to secure the payments of such amounts by mortgages or pledges of any property, real or personal, which may be held hereunder. (e) To make loans, secured or unsecured, in such amounts, upon such terms, at such rates of interest, and to such persons, firms or corporations as they may deem advisable. - 4 - 91..~'..>. f , i --I.;.:.~ 0. !~ (f) To renew or extend the time for payment of any obligation, secured or unsecured, payable to or by them, for as long a period of time and on such terms, as they may determine, and to adjust, settle and arbitrate claims or demands in favor of or against them. (g) In dividing or distributing any property, real or personal, included herein, to divide or distribute in cash, in kind, or partly in cash and partly in kind. (h) To hold, manage, and develop any real estate which may be held by them at any time, to mortgage any such property in such amounts and on such terms as they may deem advisable, to lease any such property for such term or terms, and upon such conditions and rentals as they may deem advisable, whether or not the term of any such lease shall exceed the period permitted by law or the probable period of retention under structural and otherwise, in connection with any such property, to this instrument; to make repairs, replacements and improvements, abandon any such property which they may deem to be worthless or not of sufficient value to warrant keeping or protecting, and to permit any (i) To employ such brokers, banks, custodians, investment such property to be lost by tax sale or any other proceedings. counsel, attorneys, and other agents, and to delegate to them such ;~ t duties, rights and powers as they may determine, and for such periods as they think fit. (j) To register any securities at any time in their names as 1..- ~If i~ fiduciary, or in the names of nominees, with or without indicating the trust character of the securities so registered. (k) With respect to any securities held hereunder, to vote upon any proposition or election at any meeting of the person or entity issuing such securities, and to grant proxies, discretionary or - 5 - I I !t~ -~ otherwise, to vote at any such meeting; to join or become a party to any reorganization, readjustment, merger, voting trust, consolidation or ; i ~ depository, trustee or otherwise, and to payout of the trust created t~' r exchange, and to deposit any such securities with any committee, herein, any fees, expenses, and assessments incurred in connection ~ therewith; to exercise conversion, subscription or other rights, and to receive or hold any new securities issued as a result of any such reorganization, readjustment, merger, voting trust, consolidation, exchange or exercise of conversion, subscription or other rights and :~ generally to take all action with respect to any such securities as could be taken by the absolute owner thereof. (1) To engage in sales, leases, loans, and other transactions with my estate, the estate of my husband, or any trust established by either of us, even if they are also fiduciaries or beneficiaries thereof. (m) To make all necessary proofs of death under the insurance policies of which they are the beneficiary, to execute any receipts for the proceeds and to institute any action to collect said proceeds and to make adjustments of any claim thereunder, provided, however, that they a result thereof. If, however, they desire to institute such action ~ I I need not institute any action unless they shall have been indemnified against all expenses and liabilities to which they may become subject as without indemnification, they are hereby authorized to be reimbursed for all expenses and liabilities incurred as a result thereof from any amounts which may be held in trust hereunder then or thereafter. (n) To exercise all elections which they may have with respect to income, gift, estate, inheritance or other taxes, including without limitation execution of joint income tax returns, election to deduct - 6 - common, condominium, or any other, whether or not they have restricted or no management rights, as they in their discretion think best. ,'j; . [ t ~.: ,. -, tt.~ expenses in computing one tax or another, "election to split gifts, and election to payor to defer payment of any tax, in all events without their being bound to require contribution from any other person. (0) To operate, own, or develop any business or property held hereunder in any form, including without limitation sole proprietorship, limited or general partnership, corporation, association, tenancy in 6. Spendthrift Clause. No interest (whether in income or principal, :;~.1'.. t~ l_~~ ~ whether or not a remainder interest, and whether vested or contingent) of any 8. Taxes. I direct that all estate, inheritance, and succession beneficiary hereunder shall be subject to anticipation, pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have power in any manner to charge or encumber his said interest, nor shall the said interest of any beneficiary be liable or subject in any manner while in the possession of the fiduciaries for any liability of such beneficiary, whether such liability arises from his debts, contracts, torts, or other engagements of any type. 7. Facilitv of pavments for Minors or Incompetents. Any amounts or property which are payable or distributable hereunder to a minor or incompetent may, at the discretion of the fiduciaries, be paid to the parent or guardian of such minor or incompetent, to the person with whom such minor or incompetent resides, or directly to such minor or incompetent, or may be applied for the use or benefit of such minor or incompetent. taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, other than generation-skipping taxes, shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration, and all other property includible in my taxable estate for federal or state tax purposes, whether or not passing -7 - under this wi~l, shall be free ahd clear thereof; provided, ~owever, that my e*ecutor(s) may in the dis~~etion of the executor(s) request that any portion ~~W I\tl'. !':,:::~\' ,',Ijh , , \ , or all of said taxes (to be paid out of the principal of my general estate) 9. Fiduciaries. I appoint as executor hereunder my husband, , t'~~ [1~1 ::"~:i~ <..: ~~ . ~:-.:.::-~ I f~~ 1~ 'I!._,:."':. ~1 shall instead be paid out of the principal of any trust established by me in this will or otherwise, to the extent expressly authorized under the terms of said trust. With the consent of the Trustee(s) hereunder, said taxes may be paid out of the principal of the trust established herein as if said taxes were expenses of administration thereof, provided, however, that no such taxes shall be paid out of assets that are not includible in my federal gross estate. HERBERT S. BOWMAN. If my husband should be unable or unwilling to serve or to complete the administration of my estate, then DAUPHIN DEPOSIT BANK AND TRUST COMPANY, with offices in Harrisburg, Pennsylvania, or its successor ("DAUPHIN DEPOSIT"), shall serve in his place. I appoint as Trustee hereunder DAUPHIN DEPOSIT. My Trustee shall serve as guardian of the property of any minor beneficiaries hereunder, under any instrument of trust executed by me, under any policies of insurance on my life, and in any other situation in which the i :;;' power to make such appointment exists under the laws of Pennsylvania. No individual fiduciary shall be liable for the acts, omissions or defaults of ~':~O' ,-.- ~ ;.o.;~:I, ;;"';.;j- - 8 - any agent appointed and retain~d with due care or of any CO-fiduciary. No fiduciary shall be required to furnish bond or other security for the proper performance of his duties hereunder. 10. Gender. Unless the context indicates otherwise, any use of the masculine gender herein shall also include the feminine gender. IN WITNESS WHEREOF, I, DOROTHY J. BOWMAN, herewith set my hand to this, my last Will, typewritten on ten (10) sheets of paper including the I ".if' F/:. ::\:" self-proving attestation clause and signatures of witnesses, this 19th day of April, 1993. r. /' '~ /j Y7 ,z;,,?,--:; . ~#/6/ tJ?.L//rzA!-~ Dorothy J1 Bo~an (/ (SEAL) <-- residing at /~ ~~bl-O-OA-\C-. r~ ,LY':\' residing at 1,__lA,Q,. \...') \ ',: residing at---r:"ftLL;ftc.2;-:.:v.p, t-'"I.: l~ ~,~ .,,::,>~ ~.~-~ COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF DAUPHIN k DOJ;QthY__<I. B.!J~an (the testatrix), ~--I'~ Ilttlc! //./, Slc;/.t'/'r.!;Cn , (1f[O~' KCijl....r'ly and . i,{(:Ll crnat.l,f.'it/r-1r(the witnesses), whose names are signed 'to the foregoing lnstrument, eing first duly sworn, each hereby declares to the undersigned authority that the testatrix signed and executed the instrument as her last will in the presence of the witnesses and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as witness and that to the best of his knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue . fluence. TESTATRIX: y "_..,; /1' ..,. '~'-'I ~~~4 ~/; 17~:,t,,--/-;v~~ Dorothy Jr)CJo / 'an ( / ' ',-, - 9 - .. . ' Subscribed, sworn testatrix, and subscribed -I(rt f"'e liD. -:;:;& rier ,4/ r 19th day of April, 1993. WITNESS: ~.'..'.' I i~ i\l'l r~ h:~ ~,Ml .',~j I.:: ~<Q-~~~ ~ . cknowledged before me by Dorothy J. Bowman, the and sworn to before me by 'R;; flare! (().Sktlt'/(SOn, and ,Jlt eLLt r:l. '!3C)nlClI1JC(;'!f>r the witnesses, this I J ~ ~, ,.:1;- ~.;': r+ l)~ f':.ii" rti r;fi.l ,ij A -~ /~ M'" /1-;'~ ' ~// pi; i 0">1/ fA 'L//j~). ..' .} /1"(.'1...."''-<-.. . l./ [..-. ./ I p- r..LIOL--.C2(;'i)- L. ,/ Notary Public (SEAL) ~.:~ Judith A.~~?:r~:~~;,S~~~'Y PI!1}~:c 1 Harrisburg, PA Dauphin Coup:y ~. My Commission f.xpires Sept. 21, 1993 ~.~>S:T.=~""'_V:~"""~.L'.t.~""'<"""-"""""',,,:,~,_,,,,~ . ;" T. !i h H !~ .:1 ~1 f.; L ~. 11 ~ I ~ "-' ~ '~ ''< - 10 - '1 J 1 - .-.,.. ~<""-;""'~'YF"-::j"'~~:'_':::_:.,': '-~-:':;'-;;:- - ..- . '. . .. . " _ e FIRST CODICil TO Will OF DOROTHY J. BOWMAN t(Q)[P)Y I, DOROTHY J. BOWMAN, of Cumberland County, Pennsylvania, declare this to be the first codicil to my will executed on April 19, 1993. 1 . Existing Paragraph 9 is amended and restated in its entirety to read as follows: "9. Fiduciaries. I appoint as executor(s) and as Trustee(s) hereunder such of my children (presently Lynn C. Bowman, Barbara A. Love, Carol S. looney and Paul W. Bowman) as are willing and able to serve or to continue serving. My Trustee(s) shall serve as guardian of the property of any minor beneficiaries hereunder, under any instrument of trust executed by me, under any policies of insurance on my life, and in any other situation in which the power to make such appointment exists under the laws of Pennsylvania. No individual fiduciary shall be liable for the acts, omissions or defaults of any agent appointed and retained with due care or of any co-fiduciary. No fiduciary shall be required to furnish bond or other security for the proper performance of his duties hereunder." 2. In all other respects, my said will, subject to any earlier codicils, shall remain unchanged. ~ ." IN WITNESS WHEREOF, I, DOROTHY J. BOWMAN, herewith set my hand to this, a codicil to my last Will, typewritten on three (3) sheets of paper including the self-proving attestation clause and signatures of witnesses, this 1.B Q. day of F.J6 ~ , 2003. \ residing at ~~~8- (1id_ r residing at C\A-~A.J . -yZ I - 2 - , , COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN On this, the 2& ~ day of t~ J , 2003, before me, a Notary Public in and for the above-named Commonwealth and Co nty, the undersigned officer, personally appeared Richard W. Stevenson (10 #7120) known to me (or satisfactorily proven) to be a member of the bar of the highest court of said State and a subscribing witness to the within instrument, and certified that he was personally present when Dorothy J. Bowman, whose name is subscribed to the within first codicil, executed the same, and that said person has acknowledgect that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. ~'7-(. ~ Notary Public (SEAL) -- NOTARIAl SEAL MAA~NE H. ACRI, Notary Public Harrisburg, PA Dauphin County My Commission Expires June 10 2006 ~ - 3 - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT STEVENSON RICHARD W MCNEES WALLACE & NURICK LLP 100 PINE STREET POBOX 1166 HARRISBURG, PA 17108 ._____h fold ESTATE INFORMATION: SSN: 200-36-0783 FILE NUMBER: 2107-0086 DECEDENT NAME: BOWMAN DOROTHY J DA TE OF PAYMENT: 04/05/2007 POSTMARK DATE: 04/05/2007 . . i' COUNTY: CUMBERLAND .. DA TE OF DEATH: 01/16/2007 NO. CD 007975 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $23,000.00 I I I I I I I I ..... TOTAL AMOUNT PAID: REMARKS: CHARLES SCHWAB MCNEES WALLACE & NURICK LLC CHECK# 2812.1,63 SEAL INITIALS: AJW RECEIVED BY: TAXPAYER $23,000.00 GLENDA FARNER STRASBAUGH REGISTl=R OF WI~"-S 9/20/07 2:13 PM OM9 No. 2502.0265 A. U.S. Departm .)f Houelng and Urban Development ype of Loan 1.1 I FHA :t[ J r'MHA 4. { 1 VA 5. lX1 Conv. Ins. 6. File NlIIllber \7. Loan Number 20071327 Settlement Statement 8. Mortgage Ins. Case No. This form is fumillhed \0 !live you a statement of actual ~nt CO$15. Amounts paid 10 and by Ihe se~lGment agent aRt $haWn. Items mar1<ed ("POC") were oald outside tho closll\Q: they are shown here for Information "u~- 'lnd ani nollndud....t in ..... tnb.l- ' Garth Yingling, 861 West FolWl'oft, Camp Hln. PA 17011 Jennifer L. Yingling, 861 West Foxcroft, Camp Hill, PA 17011 E81ete of OorOlhy J. Bowman Sovereign BanK. 1130 Berkshire Blvd., Wyomlssing, PA 19610 Washington HeigMl\ 3. ( I Conv.\Unins, FINAL C. Nota: P. Name of Boff'0W9r: E. Name of SIllier: F. Name of Lender: G, Property Location: TIN: H. SeulementAgent: PllIoe of ,$ettIement: I, Sl!ttIlIIJ1ent Oete: 504 Ohio Avenue, lemoyne, PA 17043 Great Road S~lement Selvic;es. LLC (866\ 440-6400 350 North 2111t Streel, Camp Hill, PA 17011 9/21/2007 pl'Ol'tItlon Date: 9/21/2007 =~--'T"~~'=~~F""'=~~~'~m~1 ~:Z~~(71'jrv;~1; \>,)1,:] rj1-~ "'11,;1 i:~(,~ 1:~I~~L';}~~~;h1 t < , f y. i'I""':,I" d~(~!t (t:}^' ~'" ;;~,~I~::;;~;r:;{r:!:' .l',..f~ \J.I..~ ~~':i;!*0,~ ~rt"::-' ~ ~~l:::;t~~+l'~,; /: 1-: 'd~' J;~r~~ :',t'~ll ',;~ :1 ',"r'::\~'~.l'r'1:~~~~...JI.'....._..... ""~"""'"'"i'1J ~~ft:;l""l ..",\"1 _.. ,.-,. ~,,"., .._. 100. 101. 102- 103. 104. 105. Gl'O$9 amount due from borrower: Contract sales once Personal property Selllement chal\1es to borrower (line 1400) 400. 195,000.00 401. 402. 5 830.66 403. 404. 405. GrOlls amount due to selllM': Contract saleS DriOll Persona11'IOoertY 195'000.00 '...yr"'~"n"';.,-;t'r-~:li1'r"'r:::n-;;"~'!'~J"ro7.""7:';0~\~RA:;~,~~~'~?1~",i;iT'';~fC':.''~I'' :"-'Tr~,'1't1i~~(T\~~ ~1?\:JJ.;;:;;'~I,;";IIn. 'ri;\J-~,li,q~~I:+.l.:l ;..t..A.1;.j,\:;J~.~ 'fd::rlb:",;;\\~'*,M.,l:"'1 .. 1 1, ,\, ,~j I-llt"( \ ~ ",f~l.j I ,,;'1._~ ....i:'Jljj)ll"..:. .~(~"~,,,l.. ~~''','' "l'1\~ '~1 f.;.}','i:~,d~I:..~ I 111" I. r~".~ ;:1l~I~V:'1 .J:I'L:<! :;!)J r." 9/21/2007 9121/2007 to 711/2008 to 1011/2007 406, 205.37 407. 40$. 1.309.22 4D9. 12.71 .10. 411. 412. 202,357.96 420. Clty{town taxes Counly taxes AB&essrnen15 School Taxes 3rd Qtr. SR-TR 9/21/2007 to 1/1/2008 205.37 106. 101. 108. 109. 110. 111. 112. 120. Cltv/town taxes County talC1!$ Assessments SchoolTlll(6s 3rd Otr. SR-TR 9/2112007 to 111/2008 9/211'2.007 9/21/2007 to 7/1/2008 to 10/1/2007 1,309.22 12.71 ~~:r1!J.rq:~,:~~~~~~.~",r:G~;~~~ITVlil::~~:~:r,~~:t-::yS?~~~~ Gross ,amount due from bofTOW9l': Groll. amount due to e.ller: 19$,527.30 201. [)eOOlllt or ellrnest money 202. Principal amOllnt of nllW Ioan(s) 203. Exlstino loan(61 taken $ublecl to 2M. 205. 208. 207. 208. 209. 3.000.00 501. ExceM c1ej)(!$It.lsee InstrucIIonsl 156,000.00 502. SelllementCl'laral!$ to !leller(line 1400) _ 503. ExislLng)oan(s) taken subject to 504. PayOff of fji'$! mortoAllI! loan 605. Payoff of ucond monga!le'loan 506. Overnight Pavoff(sl Stl7. 508. 508. 14,823,00 ~~~~,~~~~~[;~~;~~}~~~\lf3iiW~;t~~7~~Z:72;77PJ! Il:/~~,~~ 210. C ItDWfl taxea 211. Coun 1axes 212. As_ments 213. School Taxes 214. 216. 218. 217. 218. 21S. 220. 510. C' /lawn taxes 611. Cou taxes 512. Assessmerrts 513. School Taxes 514. 515. 516. 517. 518. 519. 520. Gran amount due from borrower line 120 lQll amounl Id /for bolTOW8f' (line 220 303. CASH (X)FROM OTO BORROWER 43357.96. 603. CASH ()FROM (X)TO SELLER 181,704.30 SUBSTITUTE FORM 1099 SEWR $TA1'EMENT -",. informa\lcm contained In IllodIs e. G, H and I and on Hne 401 (or, If H... 401 Is aslwka<l, H'* ~03 alld ~00I), 408, 407 end 408~12 (app/Icablo pert Of llu)'eI'a ",al esI8la tax reporll1b!o to 1110 IRS) Is ImIlOltanl tax inrormalion and Is being IunJIsIled ID IIIt.l Inl8rn:ll R_ue SroIIcot. 1I)11lU are roquil'OCllC file a ..turn. . Il8llI1gence ,..naJly Dr ather oenctIDn wiN be impONd on )OIl If this llllm 18 *lulred 10 be repor1ed and the 11\$ __ that K haa not bIi!an reponed. .ELLER INSlRUC7ION . If this reel eslll\(UWlS )'011/' prlnciPle reaJdence, fdeform 2110, Sale or E!lcchango 01 PJ!ndpaI Ree/denQe, rorany gain. wtth yoo.r Income _ ..turn: !of other lnJnsactlons, complete tile lljlpl1c:able parts III form ~797. form D252 lI14Ior SChaCluJe 0 (Form 1040). YOU .ra fllqUll1!\l or laW to iltov1o. \M8lIt H08CI_eol ~ LLl; I_I ~ _ yOur correct ~er .,enUlK:IIIIDI\ numoar. .:3'~-'5~~~~t~~pO~~CQtkln number,}OU may be M>JecI\OcMorClt~nelpenaKles. listale of OotaIhy J. eowman TOIllI"".'-"'" 'II Daoodon:.ll16000.00-S111OO,oo DIulOkMl .r ......",....., iiiii\ ...lclllowo; '5.875.00 III R ~ \IIC $6.ll2li.00 ID J.cII ~ ~M3eud11 ~".ldot_ISl1.700.00 \0 """" ~ IlR/woll8UOh , to REIlMX ./IooodftIeS.1nc TOO. 701. 702. 703. 70.. 7OG. 70G. TI'OI1_F" T""",",,*,"F... 1 fnlm ",n ..lIllII81 s-.nora P8Id F""" a_. "undl. So\IIIIlIl*W 11 700.00 801. 102. . 80S. llO4. 806. 008. 807. eoe. 1M. 110. 8H. 112. Its. 81~. ~ on foB \.OM dIOCOIft A-- Crodft ....011 Land.... ......8CIOnf4'! "-11\"""""'" A.--'" O_I..........lIOn ".. T""- F.. Docllm8nl"""""" 1'1Clad0.rtIn<IIIIOn ...............F.. 10ll,oo 285.00 10 S\OW!n W. B_ RooI Eotolll \0 080 C"""""".. :125.00 19.00 foe 10 "'--Jon s:onk 1ft ~St Too SOt\IIeO \0 _lanB_ to FlSI'lClOd_ \0 SllV8I"8IDn 11_ 200.00 eo.CO 3.50 7.50 POOB 299.00 901. 902. 90S. 0"" 901S. V10Id S~ p-.n lnl8roa11\om t/Z'Il2OO7 to 101'112QO'/ """"""._._Ior H8Z8nl_or.mlo..."" 1 vn. lItS28.701l33/d" lOr 10 daY.. 187 .08 \0 Mo\OIl!IIS MUWeI POOB 402.00 1001. 100~. 'OOS. 100" 10OS. 1001. '007. 10oa. 11109. 1\........ 111........ -...- ""--..... t'JtU ..........___1 8chooI Pro-T.,.,. ~ mo.... S18.l1OOO,;,.. mO. '54.DO Aa\ll1I08I8 ~enl 1101. 1101l. "03. '1"- 1108. 11111. "07. s._o'''''''''"'''''' AI>olmd or ilia ..,oron l1IIo 8l<IJI1\fniltJon TIl10 kmra_ bInOor DocumonI _....1IOn 1/-"""" AJkIn'IeoIs IIt!e& to _.__no.: TIde.,_ 1ncIr.Idf1~ .b<M! IlerM no.: L"",*",S""""" 0w\10l'I- 1!ftd_'00,300.(lQ(l ClOSIllO -. L_ 11..11_ Tox 00nlft001l10n 8 moAll "~.~!lOO _ mo. 4911.92 '101. ,,09. "'0. ,,". 1112. l11S. 1114. 11,G. Doed_1Ion R_.f<lOt: C..-..IvIlW_' -............: 4 mo..IIl '143.0e00 .... mo. 512.32 120'. '202. 120S. 1204. 120.. '20&. to Soverolgn 8111'1k 1249.9' ... AC" P009 150.00 ... Gl'MI Rood Seulomonl a.......... LLC to Cash '25.00 25.00 '0.00 1 333.70 150.00 ".00 GO.oo 125.00 109.50 . 1.1150.00 1.9S0.00 .. l'l"",1 Roed S._I -. UC 'laG.OOO.OO 1190 000.00 ., 333.70 to _R_S_lSCl""""" UC 10 Gf\Oo1IR___..UC \0 a_I Rood soa_ _.. u..c to _.W_&_.UC O..d $45.00 __ S64.GO Deed $11l/iO.00 Dead $'900.00 ISO'. _ 'S02. Pool"''''''''''' 1303. . HOmoIn_ '3"" SId Qlr. $WflIO). TR'''''' 1305. ......$ H<>tnO ........., '301. WOOd _0III1On_ '307. ..... 1308.. ........ . . . '. 1400. Tol8IHtOemenl """"'" .-..1 on .....103. _ J ond 0Q2, ._ Kl 5.830.eG 14.1123.00 ctJIIlFlCA11flH'..!.... J<<JO.1 ~_.........._"'.,,__-.."'.I....___...._ .......~crbyJ::'.,tNlI_II\ldIocr.....,"''''I''''..~'f''V'~-- .1. n'DbA \A ~ "- ~~J~l.t.,,10"'~rl Get/>VIngfng. ~. _, oIO.........J.bowmOl\ ~.- ,.-- ...... J~;rL YlngItIg .... 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PORTFOLIO APPRAISAL Dorothy Bowman Individual Account #7062-7001 January 16, 2007 Security Quantity Symbol Security CASH AND EQUIVALENTS swmrnx Schwab Money Market Fund COMMON STOCK ENERGY Energy 400.0000 cop 300.0000 se MATERIALS Materials 250.0000 krnb INDUSTRIALS Capital Goods 400.0000 itw CONSUMER DISCRETIONARY Consumer Durables & Apparel 400.0000 mas HEAL THCARE Healthcare Equipment & Services 300.0000 abc 250.0000 ci Pharmaceuticals & Biotechnology 200.0000 jnj 150.0000 mrk 450.0000 my I FINANCIALS Banks 200.0000 bac 200.0000 c Diversified Financials 100.0000 1m 500.0000 trow ConocoPhillips Spectra Energy Corp Kimberly-Clark Corp Illinois Tool Works Inc Masco Corp Amerisource-B~gen Corp CIGNA Corp Johnson & Johnson Inc Merck & Co Inc Mylan Laboratories Inc Bank of America Corp Citigroup Inc Legg Mason Inc T Rowe Price Group Inc TELECOMMUNICA nON SERVICES Telecommunications 371.0000 AT&T Corp Unit Cost Total Cost * Price 13.21 14.13 49.01 31.42 20.64 30.62 49.45 0.00 -2.93 17.96 38.09 39.10 95.00 15.45 16.95 10,641.31 5,283.79 4,238.94 9,522.73 9,522.73 12,252.83 12,252.83 12,570.00 12,570.00 8,256.00 8,256.00 9,185.00 12,361.67 21,546.67 0.00 -438.92 8,081.00 7,642.08 29,188.75 7,618.29 7,820.00 15,438.29 9,499.95 7,724.00 17,223.95 32,662.24 6,288.80 6,288.80 62.81 25.85 68.63 47.75 30.90 47.66 130.76 66.54 44.95 20.91 53.44 54.77 102.44 48.06 34.63 Market Value 10,641.31 25,124.00 7,755.00 32,879.00 32,879.00 17,157.50 17,157.50 19,100.00 19,100.00 12,360.00 12,360.00 14,298.00 32,690.00 46,988.00 13,308.00 6,742.50 9,409.50 29,460.00 76,448.00 10,688.00 10,954.00 21,642.00 10,244.00 24,030.00 34,274.00 55,916.00 12,847.73 12,847.73 *Price stated is closing value; values reported on tax return is the mean of the high and low on the decedent's date of death (obtained on Yahoo finance). FMA Advisory, Inc. PORTFOLIO APPRAISAL Dorothy Bowman Individual Account #7062-7001 January 16, 2007 Security Unit Quantity Symbol Securit;v Cost lITlLITIES Utilities 600.0000 duk Duke Energy Corp New 9.85 Total Cost 5,907.01 5,907.01 116,648.36 Price 18.62 Market Value 11,172.00 11,172.00 237,880.23 o """"" ~~ o ~~ . E-- ';:.. ~ ] ~ ~~l'-. ~o ~ I g C~ ~<"l g rTl ~ ~ '<:5 . ;; - is t-.. -.. '"C:l::E;t~0 <O~~~ ~Sj~8~ ~~;::~ o ~ ~ ~ ~ ~~ """"" ~ I .. = ; ~ Q .. 0 ":1 >"Cll-<~ I ... '" ll. '" = 'i ;> ... ~ .. .. ~ "Cl '" = .. '" '" < ... ~ .. .. ~ '3 o I-< ... '2 ;;;J '" ~ '" .( ..: = .... ..: '" '" $ ... '" '" .. :! = .... '" = 'i ;> '" '" ';: ll. ... '" o U ... '" o U .... 'c = '" '" rI.l g = .. = 0' "<t N ..... .,; t- r-: '" c<l N '" r---: M '" t- "<to t- '" d: N - '" M N 0 d d ..... M "<t N o o r-: <5 ..a N t- o ..t o - ..... N ..0 o 00 t..:' N N "! - - ..... 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N M N o - 00 \0 ..... r-: o N o ..... ,...: ,.... \0 ..; N o ..... ,...: ,.... \0 ..; N - ,.... 00 '" ..... o N ,.... o ;!' - o ..... N co ..; N o ..... ~ co ..; N ..... N 0; '" '3 o E-< CIl '" 0 ~9 ~ :::E '" co 0\'" ~ ~s @ Vl;:;;g~~ CliO :z:-<~ .., o~& ;; =tf:~ 0 1Z: M Cl f;r;lg :to ~vi' f;r;lN > o c a Citizens Bank~ 525 William Penn Place Suite 153-2618 Pittsburgh, PA 15219 February 23,2007 LINDA M. ESHELMAN P.O. BOX 1166 100 PINE STREET HARRISBURG P A 17108-1166 Estate of DOROTHY BOWMAN Date of Death: Jan 16,2007 SSN: 200-36-0783 Dear SirIMadam: In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 1-888-999-6884 Sincerely, ~~/ Robert Roos Operations Services a Citizens Bank' Account Number 6100680622 Account Title DOROTHY BOWMAN Date Opened 6/6/1966 Account Tvpe Checking Principal Balance as ofDOD $29689.99 Interest from Last Posting to DOD $.00 Account Balance as of DOD $29689.99 YTD Interest to DOD $6.07 ROBERT ENSMINGER APPRAISERS REAL ESTATE and PERSONAL .PROPERTY 3557 ElmerlOn A vc.nne Harrisburg, PA 17109-1132 717-652-4111 Voice 717-541-9444 Fax 717-877-7350 Cell threecomps@comcast.net www.Ensmillllers.net ~ March 2, 2007 Linda Eshelman McNees, Wallace & Nurick LLC 1 00 Pine St. Harrisburg, PA 17101 RE: Estate of Dorothy J. Bowman Dear Ms. Eshelman: In accordance with your request, I have appraised the personal property of Dorothy J. Bowman, Deceased. The property is located at 504 Ohio Avenue, Lemoyne, PA 17043. The values shown have been arrived at after a careful study of the property. I believe it to reflect a true measure of its market value as of February 19, 2007. The values are very stable and would reflect the value as of the date of death. Market value is defined as being the most reasonable or probable price in terms of money that real or personal property will bring in an open and competitive market under all conditions requisite to a fair sale, the buyer and seller each acting prudently and knowledgeably, and assuming the price is not affected by undue stimulus. Taking into account all of the factors set forth in the pages that follow, it is the opinion of the undersigned thatthe fair market value of the personal property is Three Thousand Nine Hundred Seventy Dollars ($3,970.00.) Employment in and compensation for making this appraisal are in no manner contingent upon the value reported and I certify that I have no financial interest in the property appraised, present or contemplated. Very truly yours, RMII~ Robert A. Ensminger ----1--------------------- Estate of Dorothy J. Bowman Item Description Value Lift chalr- $ 50.00 Small table $ 10.00 Brass lamp $ 10.00 Stereo $ 10.00 Contents of cabinet $ 10.00 Bookcase $ 15.00 How~rd Miller clock $ 40.00 Wreath $ 15.00 Rocker recliner $ 75.00 Table lamp $ 20.00 SectIonal sofa (curved section only) $ 10.00 Live plants $ 10.00 Coffee table $ 60.00 Green rocker-recliner $ 100.00 Blue vase $ 20.00 Pat Wlngart water color $ 20.00 Zenith lV $ 100.00 Sanvo DVD & VHS plaver $ 40.00 Vase $ 15.00 Chair $ 25.00 Table $ 10.00 Anniversary clock $ 15.00 Music box ststue $ 15.00 Lefton snowball music box $ 40.00 Sony CD player $ 15.00 Bookcase $ 15.00 Misc. in living room $ 25.00 Technics organ $ 100.00 Chair $ 10.00 Dining room table & 4 chairs $ 125.00 2 chairs $ 15.00 Brass lamp $ 10.00 Kenmore vacuum $ 40.00 Hutch $ 75.00 Cut g lass bowl $ 30.00 Cut glass sugar & creamer $ 25.00 Lace tablecloths $ 20.00 Misc. contents of hutch $ 20.00 Mirror $ 75.00 Oak pressed back chair $ 65.00 Stacking washer & Dryer $ 300.00 Misc. small appliances $ 60.00 Portable dishwasher $ 10.00 BI ue gravy boat $ 35.00 Fiesta plates $ 65.00 Glassware, dishes, utensils $ 20.00 Pots, pans, bakeware $ 15.00 Oak cabinet $ 40.00 Misc. in kitchen $ 20.00 Sinole bed $ 100.00 Page 1 of 2 Estate of Dorothy J. Bowman Item Description Value White bench $ 15.00 Unens ~ $ 25.00 Wicker chairs $ 100.00 Stuffed animals $ 15.00 Card table $ 20.00 Maple dresser $ 90.00 Misc. In bedroom $ 15.00 Night stand $ 10.00 Dresser, chest of drawers, night stand $ 100.00 Double bed $ 140.00 Lamp $ 10.00 Rug $ 25.00 Mise In bedroom $ 20.00 2 drawer file cabinet $ 10.00 4 drawer file cabinet $ . 20.00 2 bookcases $ 125.00 Lamp $ 15.00 Desk & chal r $ 50.00 Chair $ 50.00 Desk & chair $ 20.00 Oreck XL2 vacuum $ 140.00 Zenith TV $ 35.00 Table $ 15.00 Mise in office $ 20.00 Twin beds $ 75.00 Sewing machine $ 30.00 Rocking chair $ 75.00 Typing table $ 10.00 Sofa & chair $ 200.00 TV trays $ 20.00 Zenith TV $ 40.00 TV stand $ 20.00 Round table $ 25.00 Card table & chairs $ 15.00 Bookcase $ 35.00 Misc. in family room $ 25.00 Fishing rod case $ 25.00 Shelf $ 10.00 Fiesta water pitcher $ 50.00 Sanji china bowls $ 20.00 Hall's teapot $ 40.00 Cupboard $ 10.00 8' fiberglas ladder $ 50.00 Lawn & garden equipment $ 10.00 Misc. in basement $ 35.00 TOTAL $ 3,970.00 Page 2 of 2 :=::. -::::::. .=;::... ~ ~... ~"" ~ ~~ ~~ ~- ~~ ~ ~~ ~~ ~- ~~ ~c ~'" ~ ~ ~.- ~~ 0 ~~ ~ ;::::::;~ ~~ ~- ~ ~m ~ ~ <'> -.I" <'> ..... ~ ~~ 0- ",",'C"'" c:. 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