HomeMy WebLinkAbout10-22-09^ COMMONWEALTH OF
,~~' R E ~ -15 0 0
.
f ,,
' ~ PENNSYLVANIA
` y' '' ~'" DEF'AR
REVENUE
T
INHERITANCE TAX RETURN
ILE NUMBER
DEPT
2806
~
~° = ~
,•s:y V~ HARRISBURG, PA 17128-0601
~ - RESIDENT DECEDENT 9- 0 4 9 0
--°,
l
--_
oZ
,F,,
oE
~
Ty
~' DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUM6ER
z
w BOWMAN ,
--_..-------------__---- -- JEAN E • 17 g - 16 --
5 9 O 1
Q
DATE OF DEATH (MM-DD-YEAR)
DATE OF BIRTH (MM-DD-YEAR) __
_ _
_ _
THIS RETURN MUST BE FILED IN DUPLICATE WiTN T-;E
w 02-1-2009 09-13-1919 REGISTER OF WILLS
(IFAPPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
_-----
SOCIAL SECURITY NUMBER
~ N/A ~ _
w
~X~ 9
~ ~ t Ori final Return ~ 2. Su lemental Return
PP
~ 3. Remainder Return ,:,~r.->~ ~., ~,
w a ~ ~ 4 Limited Estate ~ 4a. Future Interest Compromise (date or deafn after fz-taazl ~ 5. Federal Estate Tax Rehirn Rec -~ .
~ a m L~ 16. Decedent Died Testate Inna~n Dopy or win; ~ 7. Decedent Maintained a Living Trust (niracb copy of crust) Q 8. Total Number of Safe De; acs : =•oxe~.
n-
~ ---,
i J 9. L~figation Proceeds Received
~ 10. Spousal Poverty Credit (date o(deau,between t2.3t-91 and i-t-95) -
~ 11. Election !e tax under Sc, 7'. !?~ c, _, , -_ _
z 'THIS S,~GTIpN;II~, ,~,TBE CO;lyl L..~'G~C},.,~ 1; -Cc : ~~ ~~' ~ * ~ ... ~~1; N:SNQ~d1:4 BE D~tR~ECTED TO:
i
o NAMGeOr e W. Porter Es wire
- COMPLETE MAILING ADDRESS ~ --
~ FIRM NAME p,App~icab~e) 909 East Chocolate Avenue
W __ _
o TELEPHONE NUMBER Hershey , PA 17 0 3 3
U
Z
Q
J
H
a
U
W
fY
i. Real Estate (Schedule A) (1) 0
2 Stocks and Bonds (Schedule B) (2) 0
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0
4. Mortgages & Notes Receivable (Schedule D) (4) Q
5 Cash, Bank Deposits & Miscellaneous Personal Property (5) 14 , 3 0 3.9 2
(Schedule E)
6 Joinlty Owned Property (Schedule F) (6) 0
Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (~) 0
(Schedule G or L)
., , N
--
~
~
':-~
~. "7 _....{ .p 'g
~is,.t
r~,:~ _.,
r _
•.
' < ,
~.~ .. -
- _.. ... F_.t
_ J
t`.) ~ r
C'.3
8. Total Gross Assets (total Lines 1-7) (8) 14 , 3 0 3 . 9 2 _
11. Total Deductions (total Lines 9 & 10) (11) 31.9 3 6 . 4 ~~ _~ __-_=s
12. Net Value of Estate (Line 8 minus Line 11) Insolvent estate (12) (17 , 632 , 52
13 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) _~ _
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) (17 , 6 3 2 . 5 2
----- ---
9 Funeral Expenses & Administrative Costs (Schedule H) (9) 10 , 9 3 6 . 5 7
10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 2 0 , 9 9 9 . 8 7
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z 15 Amount of line 14 taxable at the spousal tax
® rate, or transfers under Sec. 9116 (a)(1.2) x .0 __ (15) ___-__.
{a- 16 Amount of Line 14 taxable at lineal rate x .0 4 55 (16) ---
0----- -
~ 1? Amount of Line 14 taxable at sibling rate x .12 (17) _.__.__.._-__._ .. 0
Q 1d ,4mount of Line 14 taxable of collateral rate x .15 (18) ~ nx-~~..~.,,:_--,_~___-..__-
0
~ ~ 19 Tax Due (19) -------- -- ._ ._ _ - -- -----
---
~ .
~ - ~ ~
u, I ~ w .
1. _.._.__._ _._._.Y_____. ~ ~ EtE SURE TO AN~VVEF2 A~L:I ~ ;,, `i7 FtlECM1=GK iV{~TI{ <...
Decedent's Complete Address:
- ---. _ __ ___ .J.ea~__E_,-_ _Boy~tn~_ _-. ------------
v T __. __ _ Church
Carlis
Tax Payments and Credits:
1 Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit .-
B. Prior Payments
C Discount
ZIP 1701
(1) 0
Total Credits (A + B + C) (2)
3. InteresUPenalty if applicable
D. Interest
E Penalty
Total InterestlPenalty (D + E )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT,
Check box on Page 1 Line 20 to request a refund
5. If Line t + 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.
(3)
(4)
0
0
0
(5) 0
(5A) _~
(5B) 0
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWfNG QUES710NS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1 Did decedent make a transfer and: Yes No
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, 1962, 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? ........................................................................................................................ ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
;oiler ue"aU~es o' p«;qur}. I ;leclare that I hav examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is True, correct and complete
~eclara;:or of preparer other than the per epresentative is based on all inform or which preparer has any knowledge, ~__ ____
SIGNATURE OF PE SIBLE FOR F1LI ,RETU DATE
ADDRESS
__ 1740 Brookline Drive, Hummelstown, PA 17036
SIGNATURE OF PREPARES OTHER THAN R~P~SENTATIVE DATE
ADDRESS
909 East Chocolate Avenue. HersheX, PA 17033
- . - <~ -
For dates of death on or after July 1, t994 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%
i72 P.S. 59'16 (a) (1.11 (Q].
Fcr dates o` :leach 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 PS §9116 (~~) It1? '~i
The statue 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 eves `
the surviving spouse is fhe 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 pare~~t.
or a stepparent of the child is 0°ro [72 P.S. §9116(a)(t2)}.
.~ r:,`e ~r-:poses! or. the net value of 4ransfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §91~6(t2) (77_ P-S ~~,91^~6ia1('~)~
"-~e ,a;< rate ~I7tpcs?ci ors the net value of transfers to or for the use of the decedent's siblings is 12% 172 P.S. §9116(a)(1.3)]. Asibling is defined. under Section 9'02. as z^
~ndiwduai who has at !east one parent in common with the decedent, whether by blood or adoption.
REti~1508 EX ~ (L97
ti
( "
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
ESTATE OF
Jean E. Bowman
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-09-0490
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
~ Refund - Prescription Solutions 199.09
2. Refund - Caiptal Blue Cross 150.82
3. Susquehanna Bank - checking account ~~1612694609 5,669.47
4. Susquehanna Bank - Irrevocable Burial Reserve -
C.D. ~~403800001295 7,326.25
5. Wachovia Bank - account ~~1010180695887 958.29
(Bank letters attached.)
TOTAL (Also enter on line 5, Recapit~iacion~ I $ 14 , 3 0 3 . 9 2
(If more space is needed, insert additional sheets of the same size)
Susquehanna
Susquehanna Bank
June 3, 2009
GEORGE W PORTER
ATTORNEY AT LAW
909 EAST CHOCOLATE AVE
HERSHEY, PA 17033
RE: Jean E Bowman
SS#: 178-16-5901
DOD: February 1, 2009
To Whom It May Concern:
Q n
G•s"~9Uf
26 North Cedar Street
P.O. Box 1000
Lititz, PA 17543-7000
Toll free 800.311.3182
In response to your letter of May 28, 2009, here is the above customer account information as of February
1, 2009.
• Account Title:
Account #1
Jean E Bowman
• Account Type/# Ckg-1612694609
• Date Opened /Maturity Date: 3/07/00
• Interest Rate:
25%
• Account Balance*: $5,668.66
• Accrued Interest: $0.81
• YTD Interest: $1.53
*Account balance does not include accrued interest.
There is no safe deposit box in the name of this decedent.
If I can be of further assistance, please feel free to call.
Si erely,
~~ ~ ~-~~
`~ J net M. Peters
upport Services Supervisor
1-717-625-6295
JMP/kklo
Account # 2
Jean E Bowman
Irrevocable Burial Reserve
CD-403800001295
5/30/07
5/30/13
2.72%
$7,325.16
$1.09
$16.88
WACHOVIA
Deposit Account Close Confirmation (Debit)
WACHOVIA BANK, N.A.
Date Customer Name(s) and Address Taxpayer ID Number
05/27/2009 JEAN E BOWMAN BY S178165901
THOMAS BOWMAN LEGAL CUSTODIAN
1740 BROOKLINE DR
HUMMELSTOWN PA 17036
ACCOUNT NUMBER: 1010180695887
Available Balance $958.29
+ Accrued Int : $0.00
-Fed W/Hd Due : $0.00
- Admin Fee : $0.00
-Outstanding Db : $0.00
-Closing Fee : $0.00
Paid To Customer : $958.29
566596 CUSTOMER COPY
OMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
ESTATE OF
Jean E. Bowman
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-09-0490
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
~~ Dimon Funeral Homes, Inc. (7,468.80)
Accepted 7,326.25
(copy of funeral bill attached.)
B. ADMINISTRATIVE COSTS:
1, Personal Representathre's Commissions
Name of Personal Representative (s) Thomas E . Bowman
Soaal Security Number(s) / EIN Numt~er of Personal Representative(s)
Street Address 1740 Brookline Drive
city Humme 1 s t own state PA Zip 17 0 3 6
Year(s) Commission Paid: 2 0 0 9
Z AttomeyFees George W. Porter, Esquire
3, Family Exemption: (lf decedent's address is not the same as claimant's, attach explanation)
Claimant None
Street Address
City State Zip
Relationship of Claimant to Decedent
q Probate Fees Register of Wills, Cumberland Co. - Letters
Register of Wills - additional fee for letters
5 Accountant's Fees None
g Tax Retum Preparers Fees None
7. The Sentinel - advertise letters
8. Cumberland Law Journal - advertise letters
9. Church of God Home, Inc. -medical bill
10. Register of Wills - Cumberland Co. - file Inventory
11. 'Register of Wills - Cumberland Co. - file Inheritance
tax return
715.20
2,500.00
72.00
30.00
113.20
75.00
74.92
15.00
15.00
TOTAL (Also enter on line 9, Recapitulation) I s 10 , 9 3 6 . 5 7
(If more space is needed, Insert additional sheets of the same size)
SCHEDULE H
FUNERAL EXPENSES ~
ADMINISTRATIVE COSTS
Dimon Funeral Homes, Inc.
644 East Grand Avenue
Tower City, Pennsylvania 17980
(717) 647-2741
Wanda L. Berger, Supervisor
Tuesday, February 5, 2008
Mr. 7`homas Bowman
t 740 Brookline Drive
Hummelstown, PA 17036
Dear Mr. Bowman,
20I E. Market Street
Williamstown, Pennsylvania 17098
(717)647-2422
Paul Fi. Dimon, Super isor
Thank you for sel~aing our funeral home to pnrviuk services tier }-our family during your time of bereavement. 1 hope; that you tbund
our services. so far. to be: of the highest standards that we ahvays tn~ to achieve. l~he following is a summary of the service charges as
prcviousl} explained and provided in written forn~ on the sen•ices for:
JEAN E. BOWMAN
PROFESSIONAL SERVICES, FACILITIES & AUTOMOTIVE EQUIPMENT
Basic service of funeral din~ctor a~ staff, Embalming. Other Preparation of Body.
Uu: of Stat~'and Facilities for Viewing /Visitation, t3se of Staff and Facilities for
Funeral Cerenxxty, . 7'ranstiY remains to funeral hcxrre, hearse. Lead car for
funeral procession.
TOTAL SERVICE CHARGES $2,790.00
MERCHANDISE
C ~tisket: $1,495.00
Outer Fiurial Container $L200.00
Monument Cutting $ 185.00
$2,880.00
SPECIAL SERVICES
Dayton s'4tarket S 298.80 5298.80
CASH ADVANCES
Cemeten Chargti~s $ 800.00
Paid Alewspaper Notice S 156.00
5 64.00
Church or Clergy $ 1OO.W
Certit+ed Copies of Death Certificate $ 48:00
Flowers $ 202.00
Church [kmation $ 100.00
{lairdres cr $ 30.00
$1500.00
TOTAI.OF SERVICES $7,468.80
BALANCE DUE 57.~•~
if there are any questions or concerns that remain unanswered, please call me.
S incerely.
644 East Grand Avenue
Tower City, Pennsylvania 17980
(717)647-2741
Wanda L. Berger, Supervisor
Tuesday, February 17, 2009
Mr. Thomas Bowman
1740 Brookline Drive
Hummelstown, PA 17036
Dear Mr. Bowman,
201 E. Market Street
Williamstown, Pennsylvania 17098
(717)647-2422
Paul H. Dimon, Supervisor
Thank you for selecting our funeral home to provide services for your family during your bereavement. I
hope that you found our services to be of the highest standards and that they met your needs and those
of your family and friends.
The following is a summary of the service charges as previously explained and provided in written form
and herein indicated as PAID-IN-FULL.
Jean E. Bowman
SUMMARY OF EXPENSES
TOTAL OF SERVICE RENDERED $7,468.80
LESS: Total Payments 7,468.80
CURRENT BALANCE $0.00
If there are any questions or concerns that remain unanswered, please call me.
Sincerely,
,~
~/
f;
a
\\
i~
~ ,~~
~~~~,
~~
Vl"s )N'NLAL 1I I I;)( i 1 . ''. vAiJi,
INFilkilANC[ TAR Id!_'.U12^J
~~~ :,~u~NT r~ECE r~r ^~ r
ESTATE OF
Jean E. Bowman
include unreimbursed medical expenses.
I-I E Ni
NUMP,Ei~
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
DESCRIPTION
FILE NUMBER
1 Commonwealth of Pennsylvania - Department of Public
Welfare Lien
i Note: See attached letter.
21-09-0490
" M 1,
$20,999.87
TOTAL (Also enter on line 10, Recapitulation] 3 2 0, 9 9 9. 8 7
-----------------
(If more space is needed, insert additional sheets of the same size)
R~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
DIVISION OF THIRD PARTY LIABILITY
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRISBURG, PA 17105-8486
May 21, 2009
GEORGE W PORTER ESQUIRE
909 EAST CHOCOLATE AVE
HERSHEY PA 17033
;;-zz~
Re: JEAN BOWMAN
CIS #: 320198645
SSN: 178-16-5901
Date of Death: 02/01/2009
Dear Attorney Porter:
Please be advised that the Department of Public Welfare maintains a
claim in the amount of $46,327.24 against the above-mentioned estate. This
claim is for restitution of medical assistance granted on behalf of the
decedent for which the Probate Estate is now responsible to reimburse the
Department according to Act 49, 62 P.S. 1412, effective August 15, 1994, as
amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's
itemized statement of claim.
A portion of this medical expense, namely $25,327.37, was incurred
during the last six months of the decedent's life; therefore, it is a Class 3
claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries
Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely $20,999.87, is
to be entered as a priority Class 5.1 claim against the estate.
Please acknowledge receipt of this letter and advise whether the
Commonwealth's claim is admitted and when payment may be expected. If the
estate accounting is complete, please provide a copy. If the estate contains
real estate, please provide copies of the deed, the latest tax assessment,
and a current appraisal, if available.
Sincerely,
~~ r'5~+7
f
Karen P. Georgoulis
Claims Investigation Agent
717-214-1283
717-772-6553 FAX
~, .,
Enclosure " ~ ~ ~ .~ ~ ; `r ~'
„~w,~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
TPL SECTION -CASUALTY UNIT
PO BOX 8486
HARRISBURG PA 17105-8486
May 21, 2009
STATEMENT OF CLAIM SUMMARY
NAME Estate of BOWMAN, JEAN
ID 320 198 645
MEDICAL CLASS 3 CLASS 5.1 TOTAL
INPATIENT .00 .00 .00
OUTPATIENT .00 .00 .00
LONG TERM CARE 25,304.70 20,999.87 46,304.57
DRUG 22.67 .00 22.67
REIMBURSEMENT TO DPW 25,327.37 20,999.87 46,327.24
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
EIN - 23-6003113
REV t5t3 E% • 1197)
SCHEDULE)
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Jean E. Bowman 21-09-0490
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)
i Thomas E. Bowman son 1/2 residue
1740 Brookline Drive
Hummelstown, PA 17033
2. Wayne A. Bowman son 1/2 residue
313 West Maple Avenue
Shiremanstown, PA 17011
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II • ENTER TOTAL NON-TAZ(ABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET I S
(If more space is needed, insert additionaLsheets of the same size)
~Op~
LAST WILL AND T$STAMSN'P
of
JEAN E. BOWMAN
I, JEAN E. BOWMAN, of Williamstown, the County of
Dauphin and the Commonwealth of Pennsylvania, being of sound
and disposing mind and memory, do hereby make, publish and
declare this as and for my Last Will and Testament, hereby
revoking all other wills and Codicils heretofore made by me.
FIRST: I direct my funeral and last sickness
expenses and my just debts to be paid as soon as possible
after the probate of this my Will. After the payment of my
debts and said expenses, I give, devise and bequeath my
property and estate as hereinafter provided.
SECOND: All the rest, residue and remainder of
my property and estate, real, personal or mixed, wheresoever
situate and of whatsoever the same may consist, I give,
devise and bequeath to my sons, THOMAS E. BOWMAN and WAYNE
A. BOWMAN, in equal shares per stirpes.
THIRD: I hereby authorize and empower my
Executor to lease, mortgage, pledge, sell or convey any and
all of my estate, real, personal and mixed, using his
-_ i ~
i ~
Jea E . Bowatan
Page 1 of 5 pages
discretion as to the manner, time and terms thereof, and to
convey the same by proper deeds or other instruments, and no
person dealing with my said Executor shall be responsible
for the application of any proceeds or purchase monies. I
further authorize my Executor to manage my estate and
property and to invest and reinvest the principal thereof at
his discretion in such form of investment as may commend
itself to the best judgment of my said Executor.
FOURTH: All estate, inheritance, succession
and other death taxes, imposed or payable by reason of my
death, and interest and penalties thereon, with respect to
all property comprising my gross estate for death tax
purposes, whether or not such property passes under this
will, shall be paid out out of the principal of my general
estate, as if such taxes were administration expense,
without apportionment or right of reimbursement. I
authorize my legal representatives to pay all such taxes at
such time or times as may be deemed advisable.
FIFTH: I nominate, constitute and appoint
THOMAS E. BOWMAN to be the Executor of this my Last Will
4
J E. Bowman
Page 2 of 5 pages
and Testament. In the event, THOMAS E. BOWMAN is unwilling
or unable to serve as Executor of this my Will, I appoint
WAYNE A. BOWMAN as Executor of this my Last Will and
Testament.
SIXTH: I direct that no Executor shall be
required to give any bond, and that if, notwithstanding this
direction, any bond is required by any law, statute or rule
of court, no surety shall be required thereon.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal this ~~ day of ~~~~ 1-I ,A.D. 2000.
~ )) ~~ /)
J E. Bowman
r> 7
Address : / `~'~ ~~'~~ ~ /~~ ~{,~ ~ze,~ ,~~
Te 1 ephone • 4' y 7 ~ :~ ~ ~ ~
SIGNED, SEALED, PUBLISHED and DECLARED by
the Testatrix above named, as and for
her Last Will and Testament, and we, at her request, in her
presence, and in the presence of each other, have subscribed
Page 3 of 5 pages
our names as attesting witnesses thereof.
~ ~ ~.~
witness
Addre s s ~~~ 1 ~A
witness
Addre s s ~O~ 13 ~ ~t ~~~~5 ~~
~li~ ~'/~ 17 a33
~~
Page 4 of 5 pages
COIrIlrlONWEALTH //,,O,,F PENNSYLVANIA }
~~L L~L. } s s
COIINTY OF ~ ~ }
o
we ~ ~~~ ~ ~ ~~-~--. , ~p-c1 l/(/ ~`r-~-c. and
r~ ~ 7
/U-'~-~ ~~ ~ -~. the Testatrix and the witnesses,
respectively, whose names are signed to the aforegoing
Will, being first duly sworn, do hereby declare to the
undersigned authority that the Testatrix signed and executed
the fore-going instrument as her Last Will and Testament in
the presence and hearing 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 and each other, signed the Will as witness and
that to the best of their knowledge, the Testatrix was at
the time eighteen years of age or older, being of sound mind
and under no constraint or un ue influence.
r
~ ~ J
Testa- rix j
W ~~
Witness
<__~~- ~ -
witness
Subscribed, sworn to and acknowledged before me by
,, ~ ~~,,,~,, the Testatrix, and subscribed and sworn
o before me by - ~ ~ and ~-~- ~~~
witnesses, this 5c'~ day of~,~~l~~L~ 2000.
NOTARY PIIBLIC
Cora R. Davaes,iNota'r P
West Lebanon Twp., Lebanon b~ic
My Commission Expires De County
c 1, 2001
Member, Pennsvlvan~a e~~,.,,:...:_
Page 5 of 5 pages
C~eor e ryV. porter
~[t~rrcey at Law
909 fast Chocolate 9lvereue
~lershey, Penruylvania 17033
I.D. #42752
October 20, 2009
(717J 533-7130
~?{X (717J 533-9209
Register of Wilis for Cumberland County
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Jean E. Bowman, deceased.
File No. 2009-00490 State File No. 21-09-0490
Dear Sir/Madam:
Enclosed please find for filing with your office the following:
The original and one copy of the Inventory in the above-refer-
enced estate. Please date-stamp the copy and return to my
office in the enclosed envelope.
Also enclosed please find two originals and one copy of the
PA Inheritance Tax Return in the above-referenced estate.
Please date-stamp the copy and return to my office in the en-
closed envelope.
Lastly, enclosed please find a check in the amount of $60.00 to
cover the additional cost for letters ($30.00) and the filing
fees for filing the Inventory ($15.00) and the inheritance Tax
Return ($15.00).
Thank you for your cooperation and assistance in this matter.
Very truly yours,
/,
Georg Porter n
GWP/ve ~ ~ ,~
Enclosures ~? ~ _
,-~ -'~;
CC: Mr. Thomas E. Bowman, Executor =~~:? -"-,
`~ N
N
_ _
~ ti
,
_ -. ..~~.
_; ~~
~ - ~ _e
.. ~ .:_J
-
_. i_i ~ ' - -:. r'i
N ,
_ r'
y; '~.
~~ ~ ~ • ~~
}~
,_
U
A
~ ~
~~
N
~
W N ~ ~+
~
~ ~ ~
~U
c4
e(,
4-. ~ ~ a
0
d
a N v, ~
Zj. ai ° T
oV '~ '~ W
O
~
"~'
r ~
W
~ U
w
x
W =
~
o ~ ~A
H
w~ o~
~ ~
~~
w
~
~