HomeMy WebLinkAbout04-0418 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Ma~y D. Bowm&n No. ~-t '"0~
also known as To:
Register of Wills for the
, Deceased. County of C'nmF~rl
Social Security No. ~ 209-14-8947 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut rix
in the last will of the above decedent, dated February 27 .....
and codicil(s) dated
in the
named
, 2004
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Dee. eau:lent was domiciled at death in Cumb~rl&nd CountY, Pennsylvania, with
her _~ last family or principal residence at 4676 H~n Av~nu~ .....
C~ Hill, PA
(list street, number ~d muncipalit~)
Decendent, then 77 years of age, died Apr~Z, Z~ 2004
Except as follows, de'dent did not marry, was not divorced and did not have a child born or adopted
5fter execution of th~] offered for probate; was not the victim of a killing and was never adjudicated
.!~competent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in PennsYlvania
situated as follows: 4676'Ham~en Avenue, Comp H~,ll, PA
$ 3,000
$
$. ~z, 000
WHEREFORE, petitioner(s) respectfully, request(s), the probate of the last will and codicil(s)
presented herewith and the grant of letters.
th6ron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
iT .J~nette M. Hoover
~ Etters: PA 17319
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 3
COUNTY OF CUMBERLAND; SS
· The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to lhe. best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will wel!.gn~ truly adm~ister__ t~eestate according to law.
Sworn to or affirmed and subscribed ,- ~/L.~x'~4 Y~O~]~7...
before me this 28th day of !~ ~'
· /la-,~il - - ' ~, 1~ 20~ J ~
Estate Of
No.
DECREE OF PROBATE AND GRANT OF LETTERS
, Deceased
AND NOW
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated .~. ~ .'~ ,>~fO ~
described therein be admitted to probative and filed of record as the last will of
and Letters -- I ~T/q rr~ ml/--l~ I~ ~
are hereby granted to ~l~r~eTre. ]fYi, l--~c~o I~, t~
consideration of the petition on
FEES
TOTAL
Filed ...................................
G. Patrick O' Connor
No. 64720
ATTORNEY (Sup. Ct. I.D. No.)
ADDIt~$S
Camp Hill, PA 17011
PHONE
(717) 737-7760
his :s fo ce?!? that r;~e information here given is correctly copied from an original certificate of death duty filed with me as
Local Registrar. The o~'iginal certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fec fo, this certificate, $2.00 ~
Local Registrar ~
P :[0040350
No.
Date
iCOMMONWEALTH OF PENNSYLVANIA o DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
4626 Hampden Avenue
4626 Hampden Ave.
Camp Hill, PA 17011
April 11, 2004
15,2004
National Cern.
PA
.... kplnlOn, dealh occurled al Ihe lime, dali, and place, and due lo Iht ClUlI(I) and []
rS, /
LAW OFFICES OF
STEPHENJ. I-IOGG
'19 S. HANOVER STREET
SUITE '101
CARLISLE, PA '17013
WILL OF
MARY D. BOWMAN
I, Mary D. Bowman, of Camp Hill, Cumberland County,
Pennsylvania, declare this to be my last Will and hereby revoke all
prior Wills and Codicils.
I direct that all my just debts, funeral expenses,
gravemarker and administrative expenses shall be paid
from my residuary estate as soon as practicable after my
death.
I direct that all inheritance, estate, transfer, succession
and death taxes of any kind whatsoever which may be
payable by reason of my death shall be paid out of my
residuary estate.
direct that my entire estate be distributed as follows:
I leave to my son, Gary M. Bowman, a life estate
in my residence at 4626 Hampden Avenue, Camp
Hill, Pennsylvania, for and during the term of his
natural life or for so long as he wishes to reside
there as his personal residence, in the event he
vacates said property or in the event of his death,
the remainder interest in said property shall
become a part of my residuary estate.
I leave the remainder of my estate, including the
above real estate to my children, William F.
Bowman, Jr., Gary M. Bowman and Jeanette M.
Hoover. Should any of my children predecease
me, their share shall go to their children in equal
shares.
I appoint Jeanette M. Hoover as Executrix of this my last
Will. Should Jeanette M. Hoover predecease me or
cease to act in such capacity, I appoint William F.
Bowman, Jr., and Gary M. Bowman, jointly, as alternates.
The Executor of this Will shall have the power to
distribute my estate in kind or in cash, or partly in either.
LAW OFFICES OF
STEPHEN.I. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
I direct that no Executor acting under this Will shall be
required to enter bond in any jurisdiction.
IN WITNESS WH._..~E~F' I have hereunto set my hand this ~--~
day of ,/'--~'~~~'~----'~ ,2004.
I~ARY D. BOWMAI~
SUBSCRIPTION: r~/,~,, Z~,/~LL)/T'k~/''')
MARY D. BOWMAN
LAW OFFICES OF
STEPI-IEN j. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
The preceding instrument consisting of this and two other pages
was on the day and date hereof signed, publiShed and declared by
Mary D. Bowman, as and for her last Will in the presence of us, who at
her request, in her presence and in the presence of each other have
subscribed our names as witnesses hereto.
-W~TNES'~ -
WITNESS
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
State of Pennsylvania
County of Cumberland
ACKNOWLEDGMENT
SS
I, Mary D. Bowman, the testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified according
to law, do hereby acknowledge that I signed and executed the
instrument as my last Will; that I signed it willingl~Land as my free and
voluntary act for the purposes therei~
MARY D. BOWMAN
SUBSCRIPTION:
MARY D. BOWMAN
Sworn to or affirmed aQ.~l~knowledge, O/~ef~Tre me by Mary D.
Bowman, the testatrix, this ~/__ day
--
AFFIDAVIT
State of Pennsylvania
SS
County of Cumberland
We, ~,q~,,~ro?~'~=~ .'~,~;~h~/_and ~ 1~,,"~ ~(~. /~ (?~"{C-~he
witnesses whose names are signed to the aEached or foregoing
instrument, being duly qualified according to law, do depose and say
that we were present and saw the testatrix sign and execute the
instrument as her last Will; that the testatrix signed willingly and
executed it as her free and volunta~ act for the purposes therein
expressed; that each subscribing witness in the hearing and sight of
the testatrix signed the Will as a witness; and that to the best of our
knowledge the testatrix was at that time 18 or more yearn of age, of
~~~no~ . ~ __~ constraint~~.~ ~°r undue influence.~.~,
_ S~orn to or affirm~ and subscribed ~ before me
this ~ day of ~~~ ~2004. by witnesses,
HBNA America
P.O. Box 15137
Wilmington, DE
877-767-9383
19850-5137
06/22/04
REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE, #102
CARLISLE, PA 17013
Re: In the Estate of
MARY D BOWMAN
Probate Case No.
Social Security No:
Last known residence:
Our Client:
Account Number:
Amount of Debt:
212004418
000000000
4626 HAMPDEN AVE CAMP HILL, PA 17011
MBNA AMERICA
4264292721018212
$ 4559.00
Dear Sir or Madam
Enclosed please find a Creditor's claim to be filed in the record with the above-referenced Estate.
Please remm a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for
your assistance. If you have any questions or if this is a duplicate claim, please call our firm toll free at
1-877-767-9383.
Cordially,
MBNA America
Enclosures
A check for $5.00 for the filing fee.
cc: Attorney for Estate
Personal Representative
This letter is an attempt to collect a debt and any information obtained will be used for that propose. This letter
is from a debt collector.
4581 6/16/2004 1141681
COMMONWEALTH OF PENNSYLVANZA
NO TICE OF CLAIM
COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHANS' COURT DZVZSZON
Zn Re: The Estate of:
MARY D BOWMAN
Deceased
Court File No: 212004418
TO: THE CLERK OF THE ORPHANS' COURT DZVZSZON:
Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate,
Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2).
MBNA AMERICA
1)
2)
Claimant's name:
Claimant's address:
3)
P.O. BOX 15137
WILMINGTON, DE 19850-5137
877-767-9383
Creditor listed below is the owner and holder of a claim in the amount of
$ 4559.00
4)
5)
The facts upon which this claim is based:
This claim is based on an account for credit evidenced by the attached
Affidavit of Account Stated.
Decedent's address: 4626 HAMPDEN AVE CAMP HILL, PA 17011
6) Date of Death: 04/11/04
7) That the claim arose prior to the death of the decedent on or about
8) That the claim is secured by.
On behalf of the claimant, ! do solemnly declare and affirm under the penalties of
perjury that they !nformation and representations made herein are true and correct
to the best of my knowledge, information and belief.
Dated: ~ ~'~'~ ~Lu
y cille Roberts/Jessica Le~uthofized Repre/~entati~e-For MBNA A. merica
Written notice of claim was given to Personal l~epresentative/and/or his/her~ounsel
as stated below:
JEANE~-FE M HOOVER
Name ~ '
80 WHISTLER RD
Address
EVERS, PA 17319
City/State/Zip.
Date notic~ m~iled
IN RE ESTATE OF: MARY D BOWMAN
AFFIDAVIT OF ACCOUNT
The undersigned, being first duly swom deposes and states the follows:
Your Affiant is authorized by the Claimant as its Authorized Representative-
In-Fact to make this Affidavit.
Your Affiant has reviewed the account records of the Claimant with respect
to the decedent. Your Affiant is familiar with these records and accounts and
reviews them as a regular part of his/her duties.
The Decedent purchased merchandise in the amount of $ 4559.00
evidenced by account number 4264292721018212
The unpaid balance does not include any post-death late payment charges,
accrued interest, collection costs or attorney's fees.
Further your affiant sayeth not
MBNA America.
Subscribed and sworn before me
day of ~
This
,2004.
t,¢'~ '~NIE A. JOHNSON
(~(~..)~) NOTARY PUBUC - MINNESOTA
~ HENNEPIN COUNTY
My Commission Expires Jan. 31, 2008
O Authorize/d Representatives:
Lucille Roberts
Jessica Lerbs ~
MBNA America
P. O. Box 15137
Wilmington, DE 19850- 5137
I
MBNA America
P.O. Box :1.53.37
Wilmington, DE :1.9850-5't37
877-767-9383
06/22/04
REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE, #102
CARLISLE, PA 17013
Re: In the Estate of
Probate Case No.
Social Security No:
Last known residence:
Our Client:
Account Number:
Amount of Debt:
MARY D BOWMAN
212004418
209148947
4626 HAMPDEN AVE CAMP HILL, PA 17011
MBNA AMERICA
5490999017338871
$ 4638.30
Dear Sir or Madam
Enclosed please find a Creditor's claim to be filed in the record with the above-referenced Estate.
Please remm a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for
your assistance. If you have any quest/om or if this is a duplicate claim, please call our firm toll free at
1-877-767-9383.
Cordially,
MBNA America
Enclosures
A check for $5.00 for the filing fee.
cc: Attomey for Estate
Personal Representative
This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter
is from a debt collector.
4581 6/16,'2004 1141681
COMMONWEALTH OF PENNSYLVANIA
NOTICE OF CLAIM
COURT OF COMMON PLEAS
OF CUMBERLAND .COUNTY
ORPHANS' COURT DIVISION
In Re: The Estate of:
MARY D BOWMAN
Deceased
Court File No: 212004418
TO: THE CLERK OF THE ORPHANS' COURT DIVISION:
Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate,
Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2).
MBNA AMERICA
1)
2)
3)
Claimant's name:
Claimant's address:
P.O. BOX 15137
WILMINGTON, DE 19850--5137
877-767-9383
Creditor listed below is the owner and holder of a claim in the amount of
$ 4638.30
4)
5)
The facts upon which this claim is based:
This claim is based on an account for credit evidenced by the attached
Affidavit of Account Stated.
Decedent's address: 4626 HAMPDEN AVE CAMP HILL, PA 17011
6) Date of Death: 04/11/04
7) That the claim arose prior to the death of the decedent on or about
8) That the claim is secured by.
On behalf of the claimant, ! do solemnly declare and affirm under the penalties of
perjury that they !nformation and representations made herein are true and correct
to the best of my knowledge, information and belief.
L~/~,~L e Roberts/Je '
Dated:
· ssica Lerbs.~;~rized Represe?~ati~e For MBNAT/~merica
Written notice of claim was given to Personal Rd15resentative ahd/or his/her'counsel
as stated below:
JEANETI-E M HOOVER
Name
80 WHISTLER RD
Address
EVERS, PA 17319
City/State/Zip,
Date
IN RE ESTATE OF:MARY D BOWMAN
AFFIDAVIT OF ACCOUNT
The undersigned, being first duly swom deposes and states the follows:
Your Affiant is authorized by the Claimant as its Authorized Representative-
In-Fact to make this Affidavit.
Your Affiant has reviewed the account records of the Claimant with respect
to the decedent. Your Affiant is familiar with these records and accounts and
reviews them as a regular part of his/her duties.
The Decedent purchased merchandise in the amount of $ 4638.30
evidenced by account number 5490999017338871
The unpaid balance does not include any post-death late payment charges,
accrued interest, collection costs or attorney's fees.
Further your affiant sayeth not
MBNA America.
Subscribed and swom before me
This ~-,~..~ day of ~4LEJ
,2004.
t/~'~ ST~PHA~ A. JOHNSON
(~(~)~!) NOTARY-'PILIB! lC-MINNESOTA
~.~ HENNEPIN COUNTY
"~-~'~ My Commission Expires Jan. 31,2008
By:
On'it}' Autho~z~dd Repr~entatives:
Lucille Roberts
Jessica Lerbs
MBNA America
P. O. Box 15137
Wilmington, D~E'.l-9850- 5 ! .3,7
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 08/02/2004
O'CONNOR G PATRICK
3105 OLD GETTYSBURG RD
CAMP HILL, PA 17011-7208
RE: Estate of BOWMAN MARY
File Number: 2004-00418
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 08/07/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal Representative(s)
Judge
Sincerely,
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 08/02/2004
HOOVER JEANETTE M
80 WHISTLER ROAD
ETTERS, PA 17319
RE: Estate of BOWMAN MARY
File Number: 2004-00418
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPtlANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 08/07/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Counsel
Judge
Sincerely,
Clerk of the Orphans' Court
~CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: _. MARY D. BOWMAN
Date of Death: 04/11/2004
Will No. 2004-00418
To the Register:
PA. No. _ 21-04-0418
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-
captioned estate on. 9/17/04 :
Name Ad__dress
Jeanette M. Hoover 80 Whistler Road Etters PA 17319
WilliamF. Bowman Jr. 259 StonerRoad Mechanicsbur PA 17011
G M. Bowman 2426 Ham den Avenue Cam Hill PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
None
Date: 9/17/04
Name _ G. Patrick O'Connor, Esq.
Address 3105 Old Gettysburg Road
Camp Hill, PA 17011
Telephone (717) 737-7760
Capacity: _
X
Personal Representative
Counsel for Personal
Representative
JRD/June 30, 1992/17858
01 2004¢
In Re: Estate of Mary Bowman
Late of Hampden Township
Estate No.: 21-04-418
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-2004-418
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: Jeanette M Hoover
Counsel for Personal Representative: G. Patrick O'Connor
Date of Grant of Original Letters: 04-28-2004
Date of Delinquency Notice: 08-07-2004
The undersigned, Glenda Farner-Strasbaugh, Clerk of the Orphans' Court, in accordance
with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule
5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e),
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on August
7, 2004, and that the ten (10) day notice to file the certification has expired. Accordingly, in
accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the
undersigned requests that a Court conduct a hearing to determine whether sanctions should be
imposed upon the delinquent personal representative or counsel for the delinquent personal
representative.
Date: 09-01-2004
Glenda Famer Strasbaugh
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for at in Courtroom No. 3. If the Certification of Notice is
flied prior to the hearing date, the hearing will automatically be c~qcelled.
George' E~fe~mv ~/
JRD/June 30, 1992/17858
0 1 2004
SEP
In Re: Estate of Mary Bowman
Late of Hampden Township
Estate No.: 21-04-418
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-2004-418
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: Jeanette M Hoover
Counsel for Personal Representative: G. Patrick O'Connor
Date of Grant of Original Letters: 04-28-2004
Date of Delinquency Notice: 08-07-2004
The undersigned, Glenda Farner-Strasbaugh, Clerk of the Orphans' Corot, in accordance
with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule
5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e),
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on August
7, 2004, and that the ten (10) day notice to file the certification has expired. Accordingly, in
accordance with Rule 5.6(e) the Court is hereby notified o£ such delinquency and the
undersigned requests that a Court conduct a hearing to determine whether sanctions should be
imposed upon the delinquent personal representative or counsel for the delinquent personal
representative.
Date: 09-01-2004
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for at in Courtroom No. 3. If the Certification of Notice is
filed prior to the hearing date, the hearing will automatically he cam:elled.
George. ~Jj~:er~.J[ J'l j
WELTMAN, WEINBERG & REIS Co., L.P.A.
A~FORNEYS AT LAW
175 South Third Street, Suite 900
Columbus, Ohio 43215
800.325.9965
614. 801.2710
www.weltman.com
q
BURLINGTON, NJ
609.914.0437
CINCINNATI, OH
513.723.2200
CLEVELAND, OH
216.685.1000
DETROIT, MI
248.362.6100
PHILADELPHIA, PA
215.599.1500
PITTSBURGH, PA
412.434.7955
Cumberland, Register Of Wills
One Courthouse Square
Carlisle PA 017013
RE: Estate of Mary D Bowman
CLAIM OF: Bank One,N.A.Fka First Usa Bank
OUR FILE NO.: 3751119
Dear Sir or Madam:
09/09/04
This law firm represents Bank One,N.A. Fka First Usa Bank in connection with its claim which we wish to
file on our client's behalf into the estate of Mary D Bowman, deceased. Enclosed is our check in the
amount of 5.00 which we understand is the filing fee for this claim.
Our client's claim is based upon its account number 4417168592202901 in the amount of $4,496.83.
Included with this letter is the claim form which we wish to present to this court and which we are
forwarding to the attorney and/or fiduciary of this estate.
It would be appreciated if all correspondence and disbursements with respect to this matter be forwarded
to our office and to the attention of the undersigned. Additionally, it would be appreciated if any notices of
any hearings also be forwarded to the undersigned. Thank you for your cooperation in this matter.
This law firm is a debt collector attempting to collect this debt for our client and any information obtained
will be used for that purpose,
AIl J~. ,
Attorney ~ Law
AJR:sek
CC: Jeanette M Hoover and Patrick G O'connor
Enclosure
WWR#3751119
FORM 93-O.C. DIVISION
IN THE COURT OF COMMON PLEAS
of
CUMBERLAND, REGISTER OF WILLS, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESTATE
OF
No. 21-04-~ q/g
Marv D Bowman
Deceased
For a credit card with Bank One,N.A.Fka First Usa Bank,
Account No. 4417168592202901
CLAIM
To the Clerk of Orphans' Court Division:
Index and make proper entry in your official records of the claim of Bank One,N.A.Fka First Usa Bank
c/o Weltman, Weinberg & Reis Co., L.P.A., 175 South Third Street, Suite 900 Columbus OH 43215
(Claimant)
in the amount of $4,496.83
against the estate of the above named decedent.
This claim is filed under Section 3532 (b) (2) of the Probate, Estates and Fiduciaries Code.
The said decedent, who resided at 4626 Hampden Ave
Camp Hill PA 17011 , died on 04/11/04
(Address)
Written notice of this claim was given to Jeanette M Hoover & Patrick G O'connor
on
(Personal representative, if any, or coun~ ~
80 Whistler Rd Etters, PA 17319 & 3105 Old Gettysburg Rd Camp Hill PA 9/~01//1 ? · /
Address or Personal Representative, if any, or counsel f t/~ ~,~
All J is to'ney for Claimant
wlelt~0/~l~erg, & Reis ~o., L.P.A.
175 South ~l'hird Street, Suite 900
Columb7 OH 43215
3751119
STATEMENT OF ACCOUNT
FOR:
Bank One,N.A.Fka First Usa Bank
DECEDENT'S NAME: Mary D Bowman
ADDRESS: 4626 Hampden Ave
CSZ: Camp Hill PA 17011
SSN: 209-14-8947
ACCOUNT #: 4417168592202901
BALANCE DUE: ~;4~496.83
DOD: 04/11/04
EXHIBIT A
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/07/2005
RISCH CARL C
10 EAST HIGH STREET
CARLISLE, PA 17013
RE: Estate of RILL RAYMOND J
File Number: 2003-00418
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent IS death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
5/01/2005
Your prompt attention to this matter will be appreciated.
Thank You.
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
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Law Office of
Richard P. Mislitsky
One West High Street
P.O. Box 1290
Carlisle, Pennsylvania 17013
*Richard P. Mislitsky
Telephone (717) 241-6363 Fax (717) 249-7073
June 1,2005
Cumberland County Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
RE: Estate of Mary Bowman
File No. 2004-00418
PA File No. 21-04-0418
Dear Ms. Strausbaugh:
I have enclosed a check in the amount of $4,320.00 for payment of estimated inheritance
taxes on the above referenced Estate.
Please contact this office if you have any questions.
Sincerely,
(?,;jo ~~~~~
'D~~wigert
Assistant
enclosure
"'Certified as a Civil Trial Advocate by the National Board of Trial Advocacy
A Pennsylvania Supreme Court Accredited Agency
Offices in:
Carlisle
Chambersburg
York
r.o.'.'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISSURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
O'CONNOR G PATRICK
3105 OLD GETTYSBURG RD
CAMP Hill, PA 17011-7208
-------- fold
ESTATE INFORMATION: SSN: 209-14-8947
FILE NUMBER: 2104-0418
DECEDENT NAME: BOWMAN MARY
DATE OF PAYMENT: 06/03/2005
POSTMARK DATE: 06/02/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 04/11/2004
NO. CD 005388
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,320.00
I
I
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I
I
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I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 2640
SEAL
INITIALS: JA
RECEIVED BY;
REGISTER OF WILLS
$4,320.00
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
G. Patrick O'Connor
Attorney-at-Law
3105 Old Gettysburg Road
Camp Hill, PA 17011
Telephone: 717-737-7760
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Mary D. Bowman
No. 2004-00418
Dear Register of Wills:
August 24,2005
Enclosed are a check in the amount of $15.00 and an original and copy of
the Pennsylvania Inheritance Tax Returns for the above estate, along with a
stamped and self-addressed envelope for the receipt. Thank you for your
consideration.
GPO'Cllsm
Enclosures
c: File
Sincerely,
~~
. G. Patrick O'Connor
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REV.I500 EX (6-00)
COMMONWEALTH OF
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DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
-20- - --04- -004lS- - -
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
BOWMAN, MARY D.
DATE OF DEATH (MM-DD-YEAR)
04/11/2004
DATE OF BIRTH (MM-DD-YEAR)
07/15/1926
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
~ 1. Original Return
D 4. Limited Estate
~ 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of deatl1 after 12-12-82)
D. 7. Decedent Maintained a Living Trust (Attach copyofTrust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
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COMPLETE MAILING ADDRESS
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~~EpATRICK O'CONNOR, ESQ.
FIRM NAME (If Applicable)
OFFICIAL USE ONLY
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FilE NUMBER
SOCIAL SECURITY NUMBER
209 - 14
8947
D 3. Remainder Return (date ofdeatl1 prior to 12-13-82)
D 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
TELEPHONE NUMBER
(717) 737-7760
3105 GETTYSBURG RD.
CAMP HILL, PA 17011
(1)
(2)
(3)
(4)
(5)
126,100.00
0.00
0.00
0.00
1,688.92
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
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)
(8)
28,385.45
20,079.84
(11)
(12)
(13)
(6)
0.00
(7)
0.00
(9)
(10)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
X .0_ (15)
X .045 (16)
x .12 (17)
x .15 (18)
(19)
16. Amount of Line 14 taxable at lineal rate
79,323.63
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. [iJ
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
.'.N$WeRA'li.'QUJ;$TlQtt!S'QNREVJ;RSE$IOEAND'RECI1ECK'MA11i"~..~."~.l~:Z.t,.".;.' Ij.;
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OFFICIAL USE ONLY
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Decedent's Complete Address:
STRWigD~DEN AVENUE
c'T'tAMP HILL, PA I STATE PA I ZIP 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
3,569.56
4,320.00
Total Credits ( A + B + C )
(2)
4,320.00
3.
69.93
Interest/Penalty if applicable
D. Interest
E. Penalty
4.
Total Interest/Penalty ( D + E )
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check ~ox on Page 1 Line 20 to request a refund
(3)
(4)
(5)
(5A)
(5B)
69.93
680.51
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
~ab~;;'!lijt~J'J;~ li'''-'''''--'-''--i,,,.~;t~ilirJro:iol;~1~H\),,;~;i;-.'~;:i;':/~::<~tt{J~:~1i~':j~!~t~~~~~~~jlli~R:-j~:~~,;~~}*~~iiti.:;i!J~~~~lli~~:'.;ii~,,~~5#~~~2.;;,&:~'~~;ffJ~~~~it:f.~~\trklL~.Jh~':RC;?~:i-,.-:
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
O. retain a reversionary interest; or.......................................................................................................................... 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ................................................................... .......... .................. ......................... 0
No
[X]
[X]
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[K]
[X]
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A . RESS
3105 OLD GETTYSBURG RD., CAMP HILL, PA 17011
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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 3%
[72 P.S. ~9116 (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 0% [72 P.S. ~9116 (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.
For 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 the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(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 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(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.
WILL OF
MARY D. BOWMAN
I, Mary D. Bowman, of Camp Hill, Cumberland County,
Pennsylvania, declare this to be my last Will and hereby revoke all
prior Wills and Codicils.
1. I direct that all my just debts, funeral expenses,
gravemarker and administrative expenses shall be paid
from my residuary estate as soon as practicable after my
death.
2. I direct that all inheritance, estate, transfer, succession
and death taxes of any kind whatsoever which may be
payable by reason of my death shall be paid out of my
residuary estate.
3. I direct that my entire estate be distributed as follows:
A. I leave to my son, Gary M. Bowman, a life estate
in my residence at 4626 Hampden Avenue, Camp
Hill, Pennsylvania, for and during the term of his
natural life or for so long as he wishes to reside
there as his personal residence. In the event he
vacates said property or in the event of his death,
the remainder interest in said property shall
become a part of my residuary estate.
B. I leave the remainder of my estate, including the
above real estate to my children, William F.
Bowman, Jr., Gary M. Bowman and Jeanette M.
Hoover. Should any of my children predecease
me, their share shall go to their children in equal
shares.
4. I appoint Jeanette M. Hoover as Executrix of this my last
Will. Should Jeanette M. Hoover predecease me or
cease to act in such capacity, I appoint William F.
Bowman, Jr., and Gary M. Bowman, jointly, as alternates.
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARUSLE. PA 17013
Pel :2-35 CJ~
l)~'. t" -;;:>5 <D
~p \::) ,)I~-:)' (ju
U1lr of this Will shall have the power to
6' f estate in kind or in cash, or partly in either.
3~.~
LAWOFFlCESOF
STEPHEN J. BOGG
19 S. HANOVER STAEET
SUITE 101
CARUSLE. PA 17013
6. I direct that no Executor acting under this Will shall be
required to enter bond in any jurisdiction.
F. I have hereunto set my hand this '27
.2004.
<~
MARK.;, ~ ~r c,
~RY D. BOWMAN
SUBSCRIPTION: man{. b. &t.iJman
MARY D. BOWMAN
LAW OFFICES OF
'EPBE.N J. HOGG
'S. HANOVER STREET
SUITE 101
~ARUSLE. PA 17013
., ; '1'" \.: The preceding instrument consisting' of this and two other pages
was on the day and date hereof signed, published and declared by
Mary D. Bowman, as and for her last Will in the presence of us, who at
her request, in her presence and in the presence of each other have
subscribed our names as witnesses hereto.
~/k~
WITNES
~~~ l{4-jD
WITNESS I v J ''c
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LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARUSLE. PA 17013
""State of Pennsylvania
ss
County of Cumberland
I, Mary D. Bowman, the testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified according
to law, do hereby acknowledge that I signed and executed the
instrument as my last Will; that I signed it w~n~and as my free and
voluntary act for the purposes therei~s '.
~~ \, ~
MARK: . :.----=.,
MARY D. BOWMAN
SUBSCRIPTION:ffiar~ D. &LDman
MARY . BOWMAN
Sworn to or affirmed am1~knowledge ~ ef re me by Mary D.
Bowman, the testatrix, this ~ I day of . .' ,
. NOTARIAL SEAL
STEPHEN J. HOGG, NOTARY POBLK;
CARLISLE BORO. CUMBERlAND CO., PA
iii 'f COMMISSION EXPIRES SEPTEMBeR 3, 2005
AFFIDAVIT
State of Pennsylvania
ss
County of Cumberland
We, (J tit!616rtJ~e.:)(S~ and ~ \-n (tV) \~ Goiithe
witnesses whose names qre signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and say
that we were present and saw the testatrix sign and execute the
instrument as her last Will; that the testatrix signed willingly and
executed it as her free and voluntary act for the purposes therein
expressed; that each subscribing witness in the hearing and sight of
the testatrix signed the Will as a witness; and that to the best of our
knowledge the testatrix was at that time 18 or more years of age, of
sound mind and nder no constraint or undue influence.
~A'7d ~ H',ltJV
r7~orn to or affir
this :!:::.1 day of
before me by witnesses,
2004.
STEPHEN ::J"ARIAL SEAt .
CARusu: BOR ~ I~TA.p.~ /'>1.Ir.IU
MY COUM'SSION ~~B:I'U.MlJ co. 'pA
Ei'TeMfUi:R a, 2001i
REV-1502 EX+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MAR YD. BOWMAN 2004-00418
All real property owned lolely or al 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 having reasonable knowledge of the relevant facts.
Real property which Is Jolntly-owned with right of llurvlvorshlp must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Real estate at 4626 Hampden Avenue, Camp Hill, PA 17011,
in Hampden Township, Cumberland County; owned solely by
the decedent. 000 value is based on selling price.
See attached copy of. settlement sheet.
$126,100.00
/
TOTAL (Also enter on line 1, Recapitulation) $
(II more space is needed, insert additional sheets of the same size)
$126,100.00
.. . HUD -1 UNIFORM SETTLEMENT STATEMENT
A. U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
B. TYPE OF LOAN 6. File Number:
1. FHA 2. FmHA 2005-026
3. X Conv. Unins. 4. VA 5. Conv. Ins. 8. Mortgage Insurance Case Number
NA
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
NOTE: TIN = Tax er's Identification Number
D. NAME AND ADDRESS OF BORROWER: E. NAME, ADDRESS AND TIN OF SELLER:
Esad CUturic Estate of Mary Bowman
Katica Cuturic Jeanette Hoover, Executrix
5308 Oxford Court % G. Patrick O'Connor, Esq.
Mechanicsburg, PA 17050 3105 Gettysburg Road
. Camp Hill, PA 17011
77-6237947
H. SETTLEMENT AGENT NAME, ADDRESS AND TIN
OMB Approval No. 2502-0265
SETTLEMENT STATEMENT
7. Loan Number:
6020186
Items marked "(p.o.c.)"
F. NAME AND ADDRESS OF LENDER:
Sovereign Bank
1130 Berkshire Blvd.
Wyomissing, PA 19610
G.
PROPERTY LOCATION:
4626 Hampden Avenue
Camp Hill, FA 17050
Richard P. Mislitsky, Esquire 25-1872066
1 West Hi h St Suite 208 Carlisle PA 17013
PLACE OF SETTLEMENT I. SETTLEMENT DATE
Hampden Twp/CUmberl~nd Cty
3425 Market Street OS/25/2005
Cam Hill PA 17011
J SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101.Contractsalesorice 126 100.00 40 I. Contract sales orice 126 100.00
102. Personal oronertv 402. P~onalnronertv
103. Settlement chanzes to bolTOwer (Line 1400) 4 532.79 403.
104. 404.
105. 405.
Adjustments for items naid bv seller in advance Adjustments for items oaid bv seller in advance
106. City/town taxes 406. City/town taxes
107. County taxes OS/25/2005 -12 /31 /2 005 142.99 407. County taxes OS/25/2005 -12 /31/2005 142.99
108. Asses.~menL~ 408. Assessments
109. Sewer 5/25-05-06/30/2005 45.49 409. Sewer 5/25-05-06/30/2005 45.49
llO.School Tax OS/25/0'>-06/30/05 95.41 410. School Tax OS/25/05-06/30/05 95.41
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 130 916.68 420. GROSS AMOUNT DUE TO SELLER 126 383.89
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
20 I. Deoosit or earnest money 3 000.00 501. Excess deoosit
202. Princinal amount of new loan(s) 126 100.00 502. Settlement chariles to seller (Line 1400) 14 128.04
203.Existinoloan(s)mkensu~ectto 503. Existina loan( s) taken subiect to
204. 504. Pavoff of first mortl!al!e loan PNC 1 084.67
205. FHLB Grant 3 000.00 505. Pavoff of second mortilaile loan
206. 506.
207. 507.
208. 508.
209. 509.
Ad'ustments for items unoaid bv seller Adjustments for items unoaid bv seller
210. City/town taxes 510. City/town taxes
211. County taxes 511. County taxes
212. Assessments 512. Assessments
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BYIFOR BORROWER 132 100.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 15 212.71
130 916.68
132 100.00
1 183.32
126 383.89
15 212.71
111 171.18
SELLER'S STATEMENT
The information contained in Blocks E, G, H, and I and on line 401 (or, ifline401 is asterisked,line 403 and 404) is important tax information and is being furnished to the
Internal Revenue Service (see Seller Certification). If you are required to file a return, a negligence penalty or other sanction will be imposed on you if this item is required
to be reported and the IRS detc::rmines that it has not been reported. You are required to provide the Settlement Agent with your correct taxpayer identification number. If you
do ~t provi~ the Settlement Agent with your correct taxpayer identification number, you may be subject to civil or criminal penalties imposed by law. Under penalties of
perJury, I certify that the number shown on this statement is my correct taxpayer identification n er
(Se1ler's Signature)
Estate of Mary Bowman
o EASY SOFT, Inc. 2001 Previous editions are obsolete
Page 1
form HUD-I (3/86) ref Handbook 4305.2
L. SETTLEMENT CHARGES
700. TOTAL SALESIRROKER'. COMMISSION based on nrice $ 126 100.00 @ 6.000% PAID FROM PAlO FROM
Division of Commission Iline 700\ as follows: BORROWER'S SELLER'S
701. S 7 566.00 to RE1MAX Realtv Associates Inc. FUNDS AT FUNDS AT
702. S SETTLEMENT SETTLEMENT
703. Commission naid at Settl....-nent 7 566.00
7~.Transaction fee to RE/MAX Realtv Associates Inc. 195.00 195.00
SIlO. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Oricrination Fee S
802. Loan Discount S
803. Aooraisal Fee to Central Penn Annraisers (S3 OOPOC from Ar:," Fee)
8~. Credit renort to cac r"omnanies IS12 POC from Aoolication Feel
805. Lender's Insoection Fee
806.Document prenaration Fee to Sovereinn Bank 310.00
807.Aoolication Fee to Sovereian Bank IS315.00 POC)
808. Automated Underwritina Fee to FNMATFHLMC ($20 POC from Ann Fee)
809. Deliverv Fee to UP~ 25.00
810. Tax Service Fee to LSI Tax Services 69.00
811. Flood Certifications to LSI Flood 25.00
812.
813.
900. ITEMS REOUlRED BY LENDER TO BE PAID IN ADVANCE
901. Interest from OS/25/2005 - 05 131/2005 @ T21. 4 55 ner dav 150.19
902. Mortllalle insurance-PremiUm for
903. Hazard insurance Premium for
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard insurance 3 month I sl @ S21.92 ner month 65.76
1002. Mort"a"e insurance
1003. City PronPrlV Taxes
1004. COWltv Proni>l'tv Taxes 4 month1sl @ ~2 0 . 17 ner month 80.68
1005. Annual assessments
1006. School taxes 12 monthlsl @ S80.61 ner month 967.32
1007.
1008. Allllre2ate ACCOWltina Adiustment -146.41
1100. TITLE CHARGES
110 1. Settlement or closina fee to
1102. Abstract ortitle search to Premier Abstract 115.00
1103. Title Examination to
1104. Title insurance binder to
1105. Document n...-n:t""tion to
1106. Nowv fees to D . Swiaert 10.00
1107. Attom""'s fees to
lincludes line numbers: r I
1108. Title Insurance to Securitv Title/KML/RPM 1 008.75
lincludes line numbers: 1103 1104
1109. Lender'scoveraae $ 129100 00
1110. Owner'scoveraae $ 129100.00
1111. Endorsements 100 300 and Alta 8.1 to KML/Securitv Title 150.00
1112: Insured Closina Letter to Securitv Title 35.00
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
120 I. Recordinll fees: Deed $ 38.50 Mortcralle $ 64.50 Release 1; 103.00
1202. Citv/cntv taxlstamns: DeedS Mortlla"e $ 1 261. 00
1203. State taxlstamns: Deed 1; Mort"al!e $ 1 261. 00
1204. Recordina Fee for Second Mortnane 40.50
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. S urvev to
\302. Pest insnection to Bowers Pest ITreatment to HomeSoec Insnection 35.00 572.40
1301. Arr Bal Case ID ti197000032 Ie::. Bowman I to Domestic Relationtions 213 .64
1304. Tax Certification Fee to Marie Huber 3.00
1305. Courier Fee to Federal Exnress (RPM) 30.00
1306. Estimated Estate Tax to Reaister of Wills 4 320.00
1400. TOTAL SETTLEMENT CHARGES (enter on lines 103 Section J and S02 Section I() 4 532.79 14 128.04
CERTIFICATION: I have carefully reviewed the HUD-I Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and
disbursements made 011 my account or by me in this transaction. I further certify that I received a copy of the HUD-I Settlement Statement
6aJ CJ-WV/
Borrower ~() pc~turi~ it (~Q
Borrower Katica Cuturic
e and accurate accowlt of the funds disbursed or to be disbursed by the undersigned as part of the settlement of
OS/25/2005
Penalties upon conviction can include a fme and
Page 2
form HUD-I (3/86) ref Handbook 4305.2
__M~I '*
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
MARY D. BOWMAN
FILE NUMBER
2004-00418
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
2.
1989 Buick Century , per Kelley Blue Book Appraisal
$ 1,272.17
355.00
PNC Bank, Checking Account, # 51-4016-4501
3.
Mirror
2.00
4.
Chair
1.00
5.
Cake plate
22.00
6.
Mirror
1.50
7.
Sewing machine
12.00
8.
Chair
0.25
9.
Round table
1.00
10.
Maytag washer
9.00
11.
Shelf
2.00
12.
Mirror
3.00
13.
Mirror
2.00
14.
Bedroom suit
6.00
TOTAL (Also enter on line 5, Recapitulation) $ 1,688.92
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
MARY D. BOWMAN
FILE NUMBER
2004-00418
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Malpezzi Funeral Home
Opening and Closing the Grave
Headstone
Luncheon after funeral
7,613.06
900.00
750.00
300.00
2.
3.
4.
B. ADMINISTRATIVE COSTS:
1 . Personal Representative's Commissions
11.
12.
13.
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2.
Attorney Fees
6,389.44
3. Family Exemption: (If decedent's address is not the same as claimant's. attach explanation)
Claimant
Street Address
City
State
.Zip
Relationship of Claimant to Decedent
4.
Probate Fees
237.00
5. Accountant's Fees
6. Tax Retum Preparer's Fees
7.
Selling costs for real estate at 4626 Hampden Avenue, Camp Hill, PA
UGI payments for real estate from date of death to sale
PPL payments for real estate from date of death to sale
Water payments for real estate from date of death to sale
Homeowners insurance for real estate from date of death to sale
Estimated final costs to close out estate
9,594.40
1,272.17
264.83
328.55
686.00
50.00
8.
9.
28,385.45
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-03) *
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
MARY D. BOWMAN
FILE NUMBER
2004-00418
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
Home equity loan at PNC Bank--Payments made prior to real estate closing
5.
MBNA credit card
3,078.88
1,084.67
1,138.48
4,496.83
4,559.00
4,638.30
884.00
2.
Balance of home equity loan at PNC Bank--Paid off at real estate closing
3.
Real estate taxes--Payments made prior to real estate closing less taxes recovered at real estate closing
4.
Chase Manhatan/Bank One credit card
6.
MBNA credit card
7.
Doreen Gunder, dentist
8.
Verizon telephone
157.44
9.
Com cast cable
42.24
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
20,079.84
REV-1513 EX+ (9-00.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARY D. BOWMAN
SCHEDULE J
BENEFICIARIES
FILE NUMBER
2004-00418
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1.
William F. Bowman, Jr. Son 1/3rdshare
2. Gary M. Bowman Son 1/3rd share
Life estate in property at 4626 Harnden + life estate
Ave, Camp Hill, PA and property was sold
3. Jeanette M. Hoover Daughter 1/3rd share
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE. ON REV-1500 COVER SHEET
U NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- 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)
11-07-2005
BOWMAN
04-11-2004
21 04-0418
CUMBERLAND
101
APPEAL DATE: 01-06-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9YI_~~9~~_I~!~_~!~~______~___~~!~!~_~~~~~_~~~!!~~_~~~_y~y~_~~~~~~~__~____________________
REV-1S47 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARY D FILE NO. 21 04-0418 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION .
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLDWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
G PATRICK OCONNOR ESQ
3105 OLD GETTYSBURG RD
CAMP HIll PA 17011
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ESTATE OF
BOWMAN
REV-1547 EX AFP (06-05)
MARY
D
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 11-07-2005
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
126.100.00
.00
.00
.00
1.688.92
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
nO)
28,385.45
20.079.84
(11)
Cl2)
Cl3)
Cl4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
127,788.92
48.465 29
79,323.63
.00
79,323.63
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
79,323.63 X 045 = 3,569.56
.00 X 12 = .00
.00 X 15 = .00
Cl9)= 3,569.56
. ~. R"'.."'.....- (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-02-2005 " CD005388 69.44- 4,320.00
TOTAL TAX CREDIT 4,250.56
BALANCE OF TAX DUE 681.00CR
INTEREST AND PEN. .00
TOTAL DUE 681.00CR
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~"
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUEf<f'
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
-'--.,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
'~_=~<: ~1 q ; 3 F'~: !: ;~7
G PATR:(dK 'OCONNOR ESQ
3105 OLD GETTYSBURG RD
CAMP HILL PA 17011
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-27-2005
BOWMAN
04-11-2004
21 04-0418
CUMBERLAND
101
MARY
D
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
CUT ALONG THIS LINE
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
-+
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
REV-1607 EX AFP (03-05)
---------------------------------------------------------------------------
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF BOWMAN MARY D FILE NO.21 04-0418 ACN 101 DATE 12-27-2005
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-07-2005
PRINCIPAL TAX DUE: 3,569.56
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-02-2005 "- CD005388 69.44- 4,320.00
12-06-2005 REFUND .00 681. 00-
TOTAL TAX CREDIT 3,569.56
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
ll! IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
RK.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/06/2006
O'CONNOR G PATRICK
3105 OLD GETTYSBURG RD
CAMP HILL, PA 17011-7208
RE: Estate of BOWMAN MARY
File Number: 2004-00418
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
4/11/2006
please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/06/2006
HOOVER JEANETTE M
80 WHISTLER ROAD
ETTERS, PA 17319
RE: Estate of BOWMAN MARY
File Number: 2004-00418
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
4/11/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
,,/'J~Aa. 1,:-'. ,.~. .
.~~~
Clerk of the Orphana . Court
-........,,,
cc: File
Counsel
fo
G. Patrick O'Connor
Attorney-at-Law
3105 OLD GETTYSBURG ROAD
CAMP HILL, PA 17011
TELEPHONE: 717-737-7760
March 8, 2006
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
RE: Estate of MARY D. BOWMAN, Deceased
File Number: 2004-00418
Dear Ms. Strasbaugh:
Enclosed is the Status Report under Rule 6.12 in the above captioned
estate.
SinCerelY,;? ,u
/~~
uG. Patrick O'Connor
cc: Jeanette M. Hoover, Executrix
Enclosure
0-.'
-0
-..",.,
.:::-
o
R~~gi.S.t-.~i~ uJ/2V\Y"iIL~ ~cif CTU;."7Lil.J.be~laa~d CG'7;:.nt}-c-
STATUS REPORT UNDER RULE 6.12
Name of Decedem: ELISA f3E77-i c. LVc/l1Jc:s-e-r2-
Date of Death: ~v /.Jv~ Y 7) 2-0 cJL
Estate No.: :2_0 C 2- - G C'.J q Cf '-I
.
Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes 3 No 0
2. If the answer is No, SUite when the personal representative reasonably believes that
the administration win be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a fInal account with the Court?
Yes 0 No 0 -:LNI..Jc'lZi'7';Clv1)LE ~)C 12e:r:-v/l:U IM-s: 13EEv(j FiLED.
b. TIle separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the p<:rties in
interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: 5--Lrou
<=!"
~ so
~ EN /IJ l
Name
Cl"\
C'j
G 7 S- ()/-t/<.V/~ RD
.;l.ddress Si4-tP?E'v,/:;8uR-{;- PA- 1727:-::,-
J
(711) /7b-5-V:~-7
Telephone No.
c"')
Capacicy:
-IV! D-'--s~nal D e---oson~~-;"o
~ J. C:1. 0.1. .L..... p.lv ...... j.La.l,.J. Y'....
o CD-!..lDse1 fOT personal representati-"v'e
\fY