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Home My WebLink About04-0521 PETITION FOR PROBATE and GRANT OF LETTERS ! also known as / To: Register of Wills for thel Deceased. County of ~'O'**/ft~"/"q'*'' d~ in the Social Securitv No. / T]-,I/~(~.I.j,--' "_. /"~/ Commonwealth of Pennsylvania The petition or' the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut ~ ,,k' named in the last wil} of the above decedent, dated r.~_ ~&'4'7,~ / ~- , 19~Td_ and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendenl was domiciled at death in ~-c.,,'"~.-/'"~ County_j Pennsylva_nia, with h ~..1'"' last family or principal residence at ~-~ -'~"'~ (list street, number and muncipality) at Excep~ as follows, decedent did not marry, was not divorced and did not haver a ct~ild born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: 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 P~nia ~-~ situated as follows: ! WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters theron. ].E~st(s) the probate of the last will and codicil{s) (testamentary; administration-~.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE i: COMMONWEALTH OF PENNSYLVANIA ~ COUNTY OF CL~/~~Z~OJ ss :% The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~ before~e this 31~ day of [ /~ ~- ~~(~ ~ ~' ~ -- __ / .... .. _ , i CERTIFICATION OF NOTICE UNI}ER RULE Name of Decedent: MARY R. BOWERS Date of Death: February 9, 2004 WiN NO. 2004-0052! Admin, Ncl, 21-04-0521 I certif? that notice of -- ' required by Rule 5,6(a) of the Orphans Court Rules wa~ sen'ed on or mailed Iv the tollo~in8 ber~efic, larics ut the t~bcve-captloned estale on Aul~uft 13,200,t, Name Address Gary C. Bnwers Denise Meyer 1,408 Holly Ave. Imperial Beach, CA 91932 2,3201 Richfield rd. Corning. CA 9602[ Doreen R. Pei0er 161 Clemson Dr. .. Carlisle, Pa 17013 Diane Kyle 806 Fairview Rd. Carlisle, PA 17013 Darw!n E, Bowers 4 Barry Circle Shippensburg, PA 17257 Kay F. AIbright, $14 Biddle Dr. E:~ec~.;t rix Carlisle. PA 17013 Nolice has now been gixen to all persons entided thereto under Rule 5,6(a) except: N~ / Signature Name: William S. Daniels Address; 1 West High Street, Suite 205 Carlisle, PA 17013 Telephone: 717-243-3831 Capacity: __ __[ Counse! for Personal Repre~entatn,,e Estate Of , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW (]/'~/~}' ILf~-~ ('~d~ ~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated described therein be admitted to probate and filed of record as the last will of ,~,~'~ ~ · and Letters are hereby granted to FEES Probate, Letters, Etc. Short Certificates( ) .......... Renunciation ................ . Register of Wi~/ff~/cZ c-///~t~?o ~ ATTORNEY (Sup. Ct. I.D. No.) PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original 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. ~/-~~ / H10S.143 Rev, 2/87 qINT Fee for this certificate, $2.00 P 9991200 No. FEB Date COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH INK ,. Mary R. Bowers ~s. 92 v,,. Cumberland ,,L Home--er 423 North East S~-. Carlisle PA 17013 ,. Female I" 174 -- 05 -- 1791 ,. February 9, 2~04 iI, 1911 t Twp., PA ~~-- .... [kLC a ~ ~CE~m ~ ~S~"C ~IN? ~rlisle rlisle R~ional M~i~l Center ~.w.~,~..~. ,0. ~ite ,,L ~ H~ ,,. ~ ~-- ,3. C~mll ("*'"' 1,4. Widow [,,. .,~ ~ · ~ ,..~ ~rland ~? ,Td~ ~ ~rlisle Dl~ebruary 12, 2004 ~ ~ay ~ances Albriqht [] ,.,0 ,,. Ea~na Louella Morrow ~ 248 South,West Street, Carlisle PA 17013 ,,?.umberland Valley Mem. Grdq,,,. Carlisle PA 17013 ILICE~NUMER NAMEAJqO'IDO~E(UL(~FACIUIY Holi£man-Roti'l ~eral H~ m01~19 L m. 219 N. Hanover St., ~rlisle PA 17013 ~ ~ REFERRED ~ MED~ E~MINE~ER? I REGISTER OF WILLS OF ~' ~*//~ COUNTY OATH OF SUBSCRIBING WITNESS (each) a subscribing witness to t~resented herewith, (each) being duly qualified according to law. depose(s) and say(s) that '~'_-./"~/t~ ~--n./%,,~_,~' present and saw . , the testat, sign the same and that _~'~/--~ signed as a witness at the request of testa~ in ~ presence and (in the presen'ce of each other) (in t])~~e of the other subscribing witness(es)). Sworn to or af~rmed and subscribed befor me this ~.,,~e'cL v ~ ~ ~1 ~//~ ~.~~/~ . ' ~, _ , da. of . ' ~ · (NamO REGISTER OF WILLS O ~t~..~.¥ COUNTY OATIt OF NON-SUBSCRIBING WITNESS (each) a_.s,u,bscriber,,ltgreto, (each) being duly qualified according to law; depOse(sO and la)~(~) that" '~ '_/'~Y~ famdlar with the signature of ~/~ ~ /~. t~:~v,~ ~ testat ~-~/' of (~c.:i~i~.g ~,~'~E:~::,~ ;o) the// will )presented herewith and · ~ codicil that ~',,~ believes the ~ignature on the will is in the handwriting of' to the best of /~/~,zft.. knowledge and belief. · Sworn to or a~rfi~ned and subscribed before me this - ,~ day of C',,~,4,.O~ s-~. (Address) ,~ppt ! ~:~ )~ (Name) (Address) tltill arti estamettt I, MARX R. BOWERS, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. I. I devise and bequeath all of my estate of every nature and wherever situate to my husband, C. EMERSON BOWERS, providing he shall survive me by thirty days. II. Should my husband, C. EMERSON BOWERS, predecease me or die on or before the thirtieth day following my death, I devise and bequeath all of my estate of every nature and wherever situate in two equal shares as follows: A. One-half (½) of my entire estate to my daughter, KAY F. ALBRIGHT, or her issue per stirpes living on the thirty- first day following my death; and B. One-half (½) of my entire estate in equal shares to my son, GARY C. BOWERS, my granddaughter, DENISE BOWERS, my granddaughter, DOREEN PEIPER, my granddaughter, DIANE BOWERS, and my grandson, DARWIN BOWERS, provided they survive me by thirty days. Should my son, GARY C. BOWERS, predecease me or die on or before the ~.~rtieth day following my death, I devise and bequeath his share to my said grandchildren, share and share O'i',~ ,7_ ~r, ~ alike, or issue of said grandchildren per stirpes living on the thirty-first day following my death; and should any of my said grandchildren leave no such issue living on the thirty-first day following my death, I devise and bequeath the share of such grandchildren to my other said grandchildren, share and share alike, or their issue per stirpes living on the thirty-first day following my death. III. Any share of my estate which shall become distributable to a minor may be held in a savings account, certificate of deposit, or similar security, in a federally insured banking or savings institution in the name of the minor and marked not to be withdrawn until the minor attains the age of 18 years. IV. I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. V. I appoint my husband, C. EMERSON BOWERS, as executor of this my last will. If for any reason he shall fail to qualify or cease to act as such during the administration of my estate, I appoint my daughter, KAY F. ALBRIGHT, as substituted executrix of this my last will. VI. I direct that my executors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand this / u , M~RY'R. ~OWERS Page 2 of 3 other have subscr/i~d our The preceding instrument, consisting of this and two other typewritten pages identified by the signature of the testatrix, MARY R. BOWERS, was on the day and date thereof signed, published and declared by MARY R. BOWERS, the testatrix therein named, as and for her last will, in the presence of us, who, at her request, in her presence, and in the presence of each names as witnesses hereto. Page 3 of 3 Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 09/01/2004 DANIELS WILLIAM S 1 W HIGH STREET CARLISLE, PA 17013 RE: Estate of BOWERS MARY R File Number: 2004-00521 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 ORPH3kNS' 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 09/13/2004 Your prompt attention to this matter will be appreciated. Thank You. CC: File Personal Representative(s) Judge Sincerely, GLENDA' FARNER Clerk of the Orphans' Court Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 09/01/2004 ALBRIGHT KAY F 514 BIDDLE DRIVE CARLISLE, PA 17013 RE: Estate of BOWERS MARY R File Number: 2004-00521 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 09/13/2004 Your prompt attention to this matter will be appreciated. Thank You. CC: File Counsel Judge Sincerely, GLENDA FARNER STR3%S~L~UGH Clerk of the Orphans' Court JRD/June 30, 1992/17858 OCT 0 6 200,~ ¢ In Re: Estate of Mary R Bowers Late of Mechanicsburg Borough Estate No.: 21-03-521 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-2004-521 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: Kay F Albright Counsel for Personal Representative: William S Daniels, Esq. Date of Grant of Original Letters: 06-03-2004 Date of Delinquency Notice: 09-13-2004 The undersigned, Glenda Famer-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 September 13, 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: 10-05-2004 Distribution: Glenda Farner Strasbaugh ~__~ Clerk of the Orphans' Court Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for at in Courtroom No. 3. l~he Certification of Notice is filed prior to the hearing date, the hearing will automatically b Georg~ ~off~r, P.J. ~ JRD/June 30, 1992/17858 DC]' O 6 2004 In Re: Estate of Mary R Bowers Late of Mechanicsburg Borough Estate No.: 21-03-521 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-2004-521 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: Kay F Albright Counsel for Personal Representative: William S Daniels, Esq. Date of Grant of Original Letters: 06-03-2004 Date of Delinquency Notice: 09-13-2004 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 September 13, 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: 10-05-2004 'Glenda Famer Strasb 'a'ugh ~ Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for at in Courtroom No. 3. ~1~ the Certification of Notice is filed prior to the hearing date, the hearing will automatical~~ George ~. Hof~er, ~5.j.- ' CERTIFICATION OF NOTICE UNDER RULE Name of Decedent: MARY R. BOWERS Date of Death: February 9, 2004 Will NO. 2004-0052! T,~ the Register: Admin. Nc),21-04-0521 I certify, that notice of estate adraint~tration required by Rule 5.6(a) of the Orphans Court Rules sec~'ed c~n or mailed Io the/ollo~ing beneficiaries of the ab~¥e-capfioned estate on Av~;uM 13, 200,1. Name Addres~ 1,~08 Holly Ave. Imperial Beach, CA 91932 23201 Richfield rd. Coming, CA 96021 Doreer, R. Pei0er 161 Clemson Dr. " Carlisle, Pa 17013 Diane Kyle 806 Fairview Rd Carlisle, PA 17013 Darwin E. Bowers Kay F. Albrighl, 4 Barry Circle Shippen~burg, PA 17257 514 Biddle Dr. Carlisle, PA 17013 Nntice has now been gixen In all persons entit}ed therelo under Rule 5.6(a) except; Signamre Name; William S. Danie{s Address; I W~t High Street, Suite 205 Carlisle, PA 17013 Tel~hone: 717.~3-3831 Capacity: __Persot~a] Representative ox] 0-4 ~.. __X Counsel for Personal Represenlat~,e ~,~ ~'d 9 j~~ COMMONWEN.TH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL~ DATE OF DEATH (MM"DD-YEAR) ~I J DATE OF BIRTH (MM-DD-YEAR) (IF APPLICABLE) SURV!VIN§SPOUSE S NAME (LAST, FIRST, AND MIDDLE INITIAL) m [] 1. O~ginel Return u-~. [] 4.1imitadEstata ~)~ [] 6. DonedontDiedTestate(At~c~m.~,w,a) [] 2. Supplementar Return [] 4a. Future Interest C(~mpromisa (a,~ of~ a~r 12o1242) [] 7. Denedont Maintained a Living Trust ~ ~ ~:rru~t) ]10, Spousal Poverly Credit (d.~ ~'a.~ bew~ ~2..3~.g~ .nd ~-~-~) OFFICIAL USE ONLY FILE NUMBER SOCIAL SECURITY NUMBER / -/7,=7'/ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITYNUMBER ]5. Federal Estate Tax Return Required __ 8. Total Number of Safe Deposit Boxes [] !!' Election to tax under Sec. 9113(A) (~ch sc, o) 1. Real Estat~ (Schedule A) ' ; (1) 2. Stodm and Bonds (,Schedule B) (2) 3. ~ Held C;oqxxatJon, Partnership or Sole-propnekxship (3) 4. Mottgagon & Notes Receivable (Schedule D) (4) 5. Cash, Bank Depo~ta & Miscellaneous Personal Propmly (5) (Sded~e E) 6. Jofody O~ed Prope~ (Bohedae F) (6) U se~me m~ ~d 7. Intar-VK~ Tron~ & Mbce~s Non~ PmpeAy (7) (Sdedule e er L) ' 8.' Tofal Gro~ A~m (tatal Linon 1~7) 9. Funeral Exponson & Admldlel~edve Coats (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabi~ties, & Uons (Schedule I) (10) 11. Total Oeduct~one (total Lines 9 & 10) 12. Net Value of Eetate (Line 8 ~nus Line 11) COMPLETE MAILING ADDRESS 1~3. Chaffmble and Governmental Bequests/Sec 9t13 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (11) (12) (13) (14) 19. Tax Due x .0 , (15) x .12 (17) x .15 (19) Decedent's Complete Address: Tax Payments and Credits: 1. Tax Due (Page I Une 19) 2. Cmdita/Payments B. Prior Pa~ts ;i'~ ~' C. Discount (1) 3. Intamst/Penalty if appacable D. Intem~ ' E Penaty Tote Interest/Penalty ( D + E ) (3) 4.IfLiue'21sgresterthanUnel+Uue3, enter the dlfferenue. 'l~ieistbeOVERPAYMENT, Cbe~ box on Page I Une 20 to request a refund (4) 5. If Uue 1 + Une 3 ~s grester ~an Une.2, enter g'm diffemnca. This is tbe TAX DUE (5) (5A) S' Enter lhe t°tal °f Uue 5 + 5~ This I$ the BALANCE DUE' ~ (SB) Make Check Payable to: REGISTER OF WILLS, AGENT Total Credits (A + B + C ) (2) . ~ t -/~ ,2, ~ ~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decadent make a trander and: , . Yes No a. retain the ues or Incame of the property transfen-ed: .......................................................................................... [] [] b. mtai~ Itm right to designate who shall use tbe property transferred or its incame; .................. [] [] ............ ......................... . ..........::::::::.:::: [] [] d. recaive Ihe promise ~ life of either payments, benefits or care? ............ ..~ ........................................................ [] 2. If d~ath occuned alter Decamber 12, 1982, did deuedent transfe~ pmporty within one year of death . . without receMng adequate considera~n? ............................. [] ,. [] 3.. Did decedent own an'In trust for' or payable upon desth bank account or cacu~ty at his or her desth? ............ [] [] 4. Did decedent own an Individual Rearemenl Account, annuity, or other non.prooate prope~y which ca,.ta~ a be~cia,/designa~? ........................................................................................................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. SIGNA'IURE OF ~R~ ~SIBLE FOR FILING R~ -- ~ . , F~ ~ ~ ~ ~ ~ a~ Jan~ 1, 1~5, ~e ~ m~ Im~ on ~e ~t vaJue of ~nsfem ~or ~r ~e u~ of ~e su~ng s~u~ is 0% ~2 RS. {9116 (a) (1.1) (ii)]. ~ ~ ~ ~ ex~t a ~r to a ~ s~ ~ ~, and ~e satu~ mquim~n~ ~r d~osum of as~ a~ ~li~ a ~ m~m am sail ap~imble even F~ ~ o~ ~ ~ ~ ~ Ju~ 1, ~: ' ~ ~ m~ ~ ~ ~ ~ v~ o~ ~e~ ~ ~ d~ ~JJd ~n~ne ye~ o~ ~ge or younger ~t dee~ ~ ~ ~e u~ o~ ~ catum~ ~nt, ~n ~d6p~ve ~rent, ~ ~ ~t ~ ~ ~i~ ~ 0% ~2 P.& ~g11~1.2)]. ~ ~ m~ im~ ' ' ' ' ' ' ~ ~e ~t value of ~ns~m to ~ ~r ~ ~ of ~ ~n~S Siblings';~ 1~.~2.B~S, {91 ~ define, under Se~on 9102, as an i~ ~ ~ at ~t ~ ~t h ~ ~ ~e d~e~ ~e~ ~ ~ or a~n~ ~6(a)(1.3)], A N~ling I, MARY R. BO~ERS, 0f the BoroUgh of Carlisle, · cumberland County, Pennsylvania, declare this t° be mY last will and revoke any wi. Il previouslY'made bY me. I. I devi~e a~d bequeath all of my estate of every nature and wherever situate to my husband, C. ~ERSON BO~RS, providing he shall survive me by thirty days. II. ShoUld my hUsband, C. EMERSON BOWERs, Predecease me or die on or before the thirtieth day followi'ng my death, de~[se and bequeath; all Of my estate of eVerY nature and. wherever situate in two equal shares as follows: - A. 0ne-half (}) of my entire estate to my daughter, KAY F. ALBRIGHT, or her issue per stirPes living on the.thirty- first day following my death; and B. One-half (})of my entire' estate in equa1 shares to my son, GARY C. BOWERS~' my'granddaughter, DEMISE BOWERS, my granddaughter, DOREEN PEIPER, my granddaughter, DIANE BOWERS, and my grandson, DARWIN BOWERS, provided they survive me by thirty days. Should my son, GARY C. BOWERS, predecease me or die on or .before the thirtieth day following my death, I devise and bequeath his Sh~F~egt° my said grandchildren, share and share ali~:,Z~r£~[is~,e of said grandchildren per stirpes living on the thirty-first day following m~ death;'and should any of my said rand?h l 64%l.av. no such issue living on the thirty-rim day following my ~th, I devise and bequeath the share of such grandchildren ~ . ~.. ,.,,~ and s~are alike, =heir issue ~er S~irp~s living '~'~'~' · · on the thzrty-first day following, my'de~th~ ~ iii. Any share of my estate which shall become distributable 60-' ' '' s minor may be held in a sag~ngs.~acoount., certificate of'deposit, or similar secu~itY,tin~.a' f64~rally ' lnsured banking or,saviags institution in the name of the minor and marked not to be withdrawn until the'minor'at't~ins~the age of 18 years ..... '.~l, ~- .... IV. I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of ~he administration of my estate. V. I appoint my husband, C. ~MERSON BOWERS,' as executor of this my last will. If for any reason he shall fail to qualify or cease to act as such during the administration of my estate· I appoint my daughter, KA~ F. A~BRIOHT, as' substituted executrix of this my last will. VI. I direct that my executors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I · 1990. MARy' R. ~OWERS have hereunto set my hand this (SEAL) P~ge 2 of $ other t~l ] the two testatrix, MARY R.' BOWERS, was Un the da~ and date thereof signed, published end declared by MARY R. BOWER~% the testatrix therein named, as and for her last will, in the~presence of us. who, at h~r request,."in~her ,p~esence, and in the presence of ea=b other have sub .s=~d our names as witnesses heret6~ PaVe 3 of 3 1,2-,~z ~ SCHEDULE A CO~ONWE^LT. OF .NNSY~V^N,^ I REAL ESTATE I RESIDENT DECEDENT ESTATE OF FILE NUMBER (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which 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. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of same size.) Settlement Statement ~:;' :: ' u=. ,.,.~,,.t ~Nou,],g OMB Approval No. 2502-0265 0134748854 JENNIFER L. WOLF SCOTT R. GOSHORN 424 KERRSVlLLE ROAD C.~UBLE PA 17013 .... ESTATE OF MARY R. BOWERS ~ 5000FEDERALLouIsECREDITDRIvEUNION MECHAN CSBURG PA 17055 423 NORTH EAST STREET CARLISLE PA 17013 H, ~ MEMBERS t8T St:[ [ LEMENT 8ERVICEE, LLC 5000 LOUISE DRIVE MECHANI~$BURG PA 17055 8/20/2004 lO~ 104. 100. m to 85,000.00 3 803.12 146.98 88,950.10 404. 410. to 413. to 85,000.00 146.98 85,146.98 1,000.00 82,450.00 CREDIT FOR BROKEN WINDOW 100.00 13~.s4 eel. ux~. ~ex soe. CREDIT FOR BROKEN WINDOW 6,856.58 131.64~/ 83,681.64 7,088.22 ?co. 'r~, ...... ~*-~....,, .'.--.~-,.-- ~med e. i.~ $ 85~000.00 ~ll 6.00 ~. s 5.100.00 ~ WOLFE & SHEARER %. 5,100.00 5~100.00 ~. r=,nC." ~.. 52~450.00 0.00 ~ · oz cMn'*'~"-' 82,450.00 0,00 % APPLICATION FEE* 815, MEMBERS 1ST 350.00 ~1. ~lrom ~004 ~o 8J31/2004 I~; 14.028 /da)* pm. rw~m 33.71 I~.SCHOOLTAX 4 ~m(h~$ 78.51 p~ lin?. ~$ p~ moth 202.26 314.04 -101.43 ~1~. No~.f~ ~o CASH *t~oT. ammefeseee e HUMER & DANIELS P.O.C, ~oa. 'm*~ ~ MURREL R. WALTERS, I11, ESQUIRE i~,~l~r"~ 1101-1104.1108 PENN A'I-rORNEYS TITLE IN$. CO. 82~450.00 endorsements 100~ 300, 8.1 85,000.00 , ~;o,~ s*~ ~ 850,00 ;~..$ ~2o4. RECORD ASSIGNMENT OF MORTGAGE 8.00 843.75 103.00 550.00: 27.00 850.00 HOME PARAMOUNT 13o3. PEST TREATMENT HOME pARAMOUNT ~. 2004/05 SCHOOL REAL ESTATE TAX DARLENE L. MOYER ,$o,. FINAL WATER ~/15/04 ;.?~19 _./~4~ . CARLISLE BOROUGH 55.00 / 890.40 942.1~ 3,803.12 6,856758 SCHEDULE B STOCKS'& BONDS TOTAL (Also miter o~ tine 2, Recapitulation) (If more space is needed, inse~ additional sheets ~ the same size) FILE NUMBER _ VALUE AT DATE OF DEATH All propen~ )oint¥ov~?~d ~ ~M of tu~o~lp mM M d~ ~ ~h~ub F. ITEM NUMBER DESCRI~ION J ~ ,~.,.PU,~"--~iLL P~3CIRTES INC FRX NO. :7~7 24:3 32~3.6 No,,. {~6 ~:~)B4 3.~:4'~P?1 Pt November ~, 2004 William $. Dmfi¢ls, Attorney I W. High Street Carlisle, PA 17013 Dear Attorney Daniels: Per your request, dated Noveeaber 5, 2004, I am providing you with the date of death value tbr · c account of Mary R. Bowm-S, who passed away on Fcbru'ary 9, 2004. Quantity Description Date of Death Accrued Total Value , Value IntereSt 25.(~ Kis~ak National Bk 5a/~ P:r 30.78 25,030.78 36~000 Lehman Bros CD 5% Par t47.95 36,147.95 7,938.92 Evergreen Money Market 1.00 1 A4 7,940.36 Total Aoeotmt Value as of February 9, 2004 ..................................... 69,119.09 Should you r~:luire any additional reformation, pl~ae f~ fr~ to conttmt me at 717-243-0619. Sincerely, Riclmrd B. ~elt, ~esldent P~ell A~elates, Ino. 205 York R~'d · Carliale, PA 17013 · (717) 243:0619 · 1-866443-0619 · Fax (717) 243-3216 Savings Bond Redemption Receipt Branch ID: 96 Redemption Date: ESTATE OF MARY R BOWERS 514 BIDDLE DRIVE CARLISLE , PA 17013 174-05-1791 11/04/2004 Transaction Number: 1914617 Teller ID: EBP~N6PL Serial NLu~ber 2529170579-E 1070689527-E C1049682402-E D100278008-E Series E E E Denom $2.= 5C 10C 50C Issue Da~e 11/1970 05/1974 o2/1975 01/1973 Issue PriceI $18.75 37.50 75.00 375.00 Interest Earned $120.94 221.92 440.96 2,216.20 Redemption Value $139.69 259.42 515.96 2,591.20 Total number of bonds redeemed: 4 · , Total Price ~506.25 Total Total Interest Value 3,o.oo.o21.. 3r o6.27 Customer Signature High C Itreet-Carli.l, Office One We~t High St ~rlisle, PA 17013 240-4536 Page 1 Of 1 ESTATE' OF ~ (,MI p~.g.~i i~,:~,:~-~-~'~;al with IT~ DEgCRIPTION NUMBER /. ~CHEOULE E CASH, BANK DEPOSITS AND MISCELLANEOUS · PERSONAL PROPERTY Please Print or Type VALUE AT DATE OF DEATH FILE NUMBER TOTAL (Also enter on line 5, Recapitulation) (`Mtach o~[dillonal J~** x 11 · ~heetl if more space is needed.) May 20O4 Items removed from ~a~/Biowem Estate by Kay F. Albrtght Desk Wash Stand with/out top Iron Stone Plate Oak Coat Rack Metal Shelf from Garage .Mantle Clock 10yr. Old Freezer 2 Lawn Chairs 20 Yr. old Dining room Table 4 Dinining room Chairs Value · haars, eom HAAR'S AUCTION 717-432-8246 Date: 05-18-2004 www. haars.com. HAAR'S AUCTION 717-432-8248 Settlement KA~ ALBRIOHT Page: Seller: 6243 .... 248 S WEST ST CARLISLE PA 17013 Item Description Price Qty Total - Step table 1 0.5000 - Baskets and rugs 1 0.2500 - Kerosene heater and ~an 1 12.00 - Stool 1 1.50 - Light 1 1.00 - Hassock 1 2.00 - Light and lot 1 1.50 - Lot I 0.2500 - Box lot 1 0.2500 - Seeder 1 0,2500 - Box lot 1 0.2500 - Bucket lot 1 1.50 - Trash can 1 2.00 - Rug - 1 '2.50 - Weed eater 1 8.00 - 2 lights "1 8,00 - Book rack 1 6.00 - Toy 1 0.2500 - Wheel barrow 1 2.00 - Chair 1 5.00 - Plant stand 1 0.7500 - Cart 1 2.00 - D~psser and mirror 1 12.00 - Step table 1 t.00 - Step stool 1 1.50 - Chest of drawers 1 14.00 Sweeper 1 13.00 Drop leaf table 1 6.00 Tv 1 27.00 - Microwave stand i 2,00 Single bed 1 12.00 Potato bin' 1 . 10.00 ~- Box spring and mattress 14.00 2 28.00 Bedroom suit 1 5.00 - Light 1 1.00 - "~ chairs 0.5000 2 1.00 - Ironing board .4 1 0.2500 - Dinette set I 7,00 Commission Items: 38 Amount: 1~8.50 79.40 Less adjustments: -79.40 Date: 05-21-8004 www. haaps. Settlement Seller: 624~ www. h&ars, oom HAAR~S AUCTION KAY ALBRIGHT 848 S WEST ST C~LISLE P~ 17013 Commission at 40.000% ~. HAAR' 8 ~}U.~TION Less adjustments: Net due to seller: 717-438-8246 Page: 184. 16 .... :i~-i~_ '~ 186.8~' :~ I Ig ,o 717-43::'~ ' ~ FUNERAL EXPENSES, co~.~o.w~,~", o~ ..NSYLW,~^ ADMINISTRATIVE CO~ AND ~.~.~ ~ mu~ MISCELLANEOUS EXPENSES Plea~ P~nt or Type FILE NUMBER ITEM DESCRI~ION AMOUNT NUMBER B. ~ministrativt Cestl: Social $ecuri~ Number of Personal Representati~: &} ~ ~ ~ Year Commissions paid ~ 3. Family Exemption Claimant ~ Relationship ~dmss of Claimant at decedent's death Street ~dress Ci~ .State ~ Zip Code 8. (If more space is needed, insert additional sheets ef same size:) ,~,~-* t,~ ~ I SCHEDULE I c~e*~.,,~"~ · . DEBTS OF DECEDENT, ...,~a~mu,~ MORTGAGE LIAB~ITIES AND LIENS ~ATE OF~ ~ Please Print or Type ,FILE N~q IIF. M /7, DESCRIPTION TOTAL (AI~ enter on line 10/l~cbpitulati°n) AMOUNT /, ~ (If mom space is needed, insert additional sheeb of'same ~ze.) ' SCHEDULE J BENEFICIARIES REV-1S13 I=X+ (9'00~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT 05-21 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY De Not List Trustee(s) OF ESTATE I 1. TAXABLE DISTRIBUTIONS (include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES ~5 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET k. -~ PC'J-~.'.L -'2!°TR!-mJT',O~'! -~ I-"!-"'~'~ ........................ A ................ XI~ .......... B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-tS00 COVER SHEET (if mom space is needed, insefl edditional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV 1162 EX(11-96) NO. CD 004607 DANIELS WILLIAM S 1 W HIGH STREET CARLISLE, PA 17013 fold ESTATE INFORMATION: SSN: 174-05-1791 FILE NUMBER: 2104-0521 DECEDENT NAME: BOWERS MARY R DATE OF PAYMENT: 11/09/2004 POSTMARK DATE: 11/09/2004 COUNTY: CUMBERLAND DATE OF DEATH: 02/09/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $6,131.84 REMARKS: TOTAL AMOUNT PAID: $6,131.84 SEAL CHECK//109 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL l'I\/l1l1i$i~Yrl (TW'F OF NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION neV'.....,', ""--~,,j I.)' ,',v.,-, [.'PPRAISEHENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 , . ,,}!: i,.\:,' OF DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG PA 171Z8-0601 " .., ZOn5 JAN 10 AH 9: 49 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-10-2005 BOWERS 02-09-2004 21 04-0521 CUMBERLAND 101 CLERK OF . ORPHAN'S COUR r W S DANIEL/>-I T~ADr:r en. F'!l.. HUMER II DAll'itts 1 W HIGH ST STE 205 CARLISLE PA 17013 *' REV.1541 EX AFP t12-04) MARY R Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V' =is4-j-Ex--,\Fi'--CiiFo3Y-NiiYicE-oF-i:NHER-ifAi.icE-YA'x-A-PPRA-iSiiiENi:--.U.rciwANCE-i1ii----------- - - - --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BOWERS MARY R FILE NO. 21 04-0521 ACN 101 DATE 01-10-2005 TAX RETURN WAS: I X) ACCEPTED AS FILED ) CHANGED NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. AIIQunt of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rat. (16) 17. Allount of Line 14 at Sibling rat. (17) 18. Allount of line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 136,263.22 X 045 = 6,131. 84 .00 X 12 = .00 .00 X 15 = .00 (19)= 6,131.84 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 (1) (2) (3) (4) (51 (6) (7) 85.000.00 72.610.16 .00 .00 3.646.37 .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) (10) 14,933.20 10.060.11 Ill) (12) (13) 1141 NOTE: To insure proper credit to your account~ submit the upper portion of this form with your tax payment. 161,256.53 "4.993 31 136,263.22 .00 136,263.22 rAmo" , ... '+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 1-) 11-09-2004 CD004607 .00 6,131.84 TOTAL TAX CREDIT 6,131.84 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~ . IF PAID AFTER DATE INDICATED~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I 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 FORH FOR INSTRUCTIONS.) ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/04/2006 DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 RE: Estate of BOWERS MARY R File Number: 2004-00521 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. 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: 2/09/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File T""l_.......___.....1 n_.............._......_~+-.....+--:........_ 1.....\ rc.L DU.J..J.a.~ i\..:C::~.L Ci:::H:::.i.,J.l"..Cl L...L V c: \ 0 / Judge ~1/ ~ f~(:- ~~ -\':;.\ '~I \~\ ~~ ~J ~ ~ _ --.:!.. _."___..." ~.A..~--:r",..!l1il_ -.L: 4""'\...,____::_ __" ___...::il .n__...,--...!.!.-_ ll"\..~~.!l:S;I(.'ell' tV!!. 'If'!! JLJ!.1L15i UJ!. I0IULHlllUi\CJi.'lI.i:lUlJlu I0lU1lULli!l.iLy Name of Decedent: STATUS REPORT Ul\l1)ER RlJLE 6,12 /JC"/-vC7Z-~ //?~> ~ Date of Death: Estate No.: ?e-??~ - 0' ~L / . Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether a~tration of the estate is complete: Yes 0 No ~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: ~/?? ~~"7'- 0 ~ , 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final accoll..-rlt with the CoUrt? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the pa.."i:ies 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 ans' Court and may be attached to this report. ~H ~ t:JL Signature ~ s:. J/?2-~L'!.& Name / W. /~J.L'~/J~.A?)~ i/ J ? Address ('>/f7Z-~/~ ~A-/fi?6 ~/? -2-Y5 -3>>-3/ Telephone No, Date:-/ -ZS-'~ Ca..pacitj: U Pei.~SODal P~epresen:ative !ll.-t:""1""',,"'1 ~~- '~e--.r1-.~ 1 "~--e~--t-"';v~ X v'..iC_l~~~. l'..i1 1-' l"-'ll"'-. lCj-'l "Cll "'-Ll.... \I~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/25/2007 DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 RE: Estate of BOWERS MARY R File Number: 2004-00521 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: 2/09/2007 ...I. .... 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. Z:~~ 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: 1/25/2007 ALBRIGHT KAY F 514 BIDDLE DRIVE CARLISLE, PA 17013 RE: Estate of BOWERS MARY R File Number: 2004-00521 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: 2/09/2007 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 Counsel .~ --'- ~ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OFU/n~~~/ COUNTY, PENNSYLVANIA Name of Decedent: )3owt:/&~ . , 414~ /f, Date of Death: File Number: ,~~ c:? s-;;.. / Pursuant to Pa. O.C. Rule 6.12, 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 0 No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to NO.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . .. DYes 0 No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... ~Yes ONo d. Copies of receipts, releases, joinders and approvals of fOlmal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to t epOlt. Dale ;2-:!?-O?- ~~/ Signature ()j Persoll Filing this Form ~ SS : I d C- LO Capaciry: OPerso.n;1{epresentative m Counsel /V, S--: ~/1l/Y/eLf Name of Person Filing this Form -L W. /~/:(S/:i ~~.~S Address C 4/2L/S' // j? /f /)-cl 3 , ?-1) -::2-'1:3 ..- 3S:=3/ Telephone Form RW-IO rev. 10.1] 06 cJ