HomeMy WebLinkAbout03-10-10 (2)--.~ REV-1500 15056~712~
EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue counryCode near File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 9 116 9
PO 60X.280601
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
177526453 12122009 06231958
Decedent's Last Name
BOWER
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix Decedent's First Name MI
GWEN
Suffix Spouse's First Name Ml
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
® 1. Original Return ^ 2. Supplemental Return ^ 3, Remainder Return (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
1
® g, Decedent Died Testate ^ ~ Decedent Maintained a Living Trust 8. Total Number of Safe De sit Boxes
(Attach Copy of Will) (Attach Copy of Trust) po
^ 9. Litigation Proceeds Received ^ 1 p, Spousal Poverty Credit (date ;f death 11, Election to tax under Sec. 9113 A
between.l2-31- 1 and 1-1-95 ^ ( )
(Attach Sch. O)
_C,ORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
name Daytime Telephone Number
WILLIAM R. BUNT, ESQ. 7175828195
Firm Name (If Applicable)
LAW OFFICE OF WILLIAM R. BUNT
First line of address
109 SOUTH CARLISLE STREET
Second line of address
P.O. BOX 336
City or Post Office
NEW BLOOMFIELD
State ZIP Code
PA 17068
P~J
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Correspondent's e-mail address: W r b@ p a. n e t
Under penalties of pery'ury, I declare that i have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it ism, cPrrect~td complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge.
Beth B.
12 Stingray DY'ive, Sinking Spring, PA 19608
--' y,~D1v
SIGNATURE O . PREP RER OTHER THAN R N ' T / DATE
~~ Iliam R. Bunt, Esq. ~ ~ 7r~~lp
ADDRESS - `~ - ~ -
109 South Carlisle Street, New Bloomfield, PA 17068
Side 1
15D5607120
1505607120
J
REV-1500 EX
1505607220
Decedents Name: BOWER, G W E N
RECAPITULATION
1. Real Estate (Schedule A) .......................................................................................... 1.
2. Stocks and Bonds (Schedule B) ............................................................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
Decedent's Social Security Number
177526453
192,812.00
2,307.09
4. Mortgages & Notes Receivable (Schedule D) .......................................................... 4.
5• Cash, Bank Deposits & Miscellaneous Personal Pro a
P rty (Schedule E) ................
5. 2 9, 8 5 6 5 0
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested .............
7, 1 3, 9 0 7 0 5
8, Total Gross Assets (total Lines 1-7)
.....................................................................
8. 2 3 8, 8 8 2 6 4
9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9.
47,975.89
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10.
123,637.37
11. Total Deductions (total Lines 9& 10) ................................................................ 1 7 1, 6 1 3. 2 6
12. Net Value of Estate Line 8 minus Line 11
( ) .............................................................
12. 6 7 , 2 6 9 3 8
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ................................................. 13, 6 , 0 0 0 . 0 0
14. Net Value SubJect to Tax (Line 12 minus Line 13) ................................................. 14, 6 1 , 2 6 9 3 8
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .00 15.
16. Amount of Line 14 taxable
at lineal rate X .045 3 0, 6 3 4. 6 9
1 g,
1, 3 7 8. 5 6
17. Amount of Line 14 taxable
at sibling rate X ,12 3 0, 6 3 4 6 9
17,
3, 6 7 6.16
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. Tax Due ..................................................................................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
5,054.72
Side 2
1505607220 1505607220
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 09 - 1169
D E
Bower, Gwen
STREET ADDRESS
4131 Darious Drive
CITE'
Enola STATE
PA ZIP
17025
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. InterestlPenalty if applicable
p. Interest
E. Penalty
Total Credits (A + B + C)
(1) 5,054.72
(2) 5,054.72
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
q. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF W/LLS, AGENT
0.00
0.00
~.~~
PLEASE ANSWER THE FOLLOWING QUESTIONS 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 :.................................................................................. x
b. retain the right to designate who shall use the property transferred or its income :.................................... x
c. retain a reversionary interest; or .................................................................................................................. x
d. receive the promise for life of either payments, benefits or care? .............................................................. x
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?......... ^ ^x
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................................... 0 ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is three (3) percent (72 P.S. §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 zero
(0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemot 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 an 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 zero (0) percent [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 four and one-half (4.5) percent,
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 twelve (12) percent [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.
4,801.98
252.74
COMMONWEALTH OF PENN3YLVANIA
WHERiTANCE TA% RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
FILE NUMBER
ESTATE OF Bower, Gwen 21 - 09 - 1169
Aft real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a wilting seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
Attach a copy of the settlement sheet if the property has been sold.
Include a copy of the deed showing decedent's interest if owned as tenant in common.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 All that certain piece, parcel or tract of land situate in Hampden Township, Cumberland County, 192,812.00
Pennsylvania, conveyed unto Gwen Bower by deed of Robert M. Levitas dated December 21,
2004 and recorded in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania
in Record Book 266 at Page 4404.
Soid by private sale. See attached settlement sheet.
TOTAL (Also enter on Line 1, Recapitulation) ~ 192,812.00
SCHEDULE C
CLOSELY-HELD CORPORATION,
COMMONWEALTH OF FENNSriVANw PARTNERSHIP or
INNERRANCE TAX RETURN
RESIDENT DECEDENT SOLE-P ROP RI ETORS H I P
FILE NUMBER
ESTATE OF Bower, Gwen 21 - 09 - 1169
Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the
decedent, other than asole-proprietorship. See instructions for the supporting information to be submitted for sole-propnetorships.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 Decedent was the owner of a sole proprietorship known as Keystone Connections. No assets 0.00
were owned by the said business other than bank accounts listed below and one account
receivable. The business consisted of the Decedent leading tours of the Capitol complex in
Harrisburg and had no employees. No market exists for said business as the same was wholly
dependent upon the Decedent's knowledge and expertise related to the Legislative process in
Pennsylvania.
2 PSECU-savings account (S1)
See attached letter
3 ~ PSECU-checking account (S4)
See attached letter
4 ~ Account receivable
581.13
1,625.96
100.00
I TOTAL (Also enter on Line 3, Recapitulation) ` 2,307.09
COMMONWEALTH OF PENNSriVANIA
MHERRANCE TAX RETURN
RESEIENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
ESTATE OF Bower, Gwen 21 - 09 - 1169
Include the proceeds of litigation and the date the proceeds were received by the estate. Ali property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM DESCRIPTION
NUMBER
1 Personal property appraisal of Kling's Auctions, Inc. See attached appraisal.
2 PSECU-savings account (S1)
See attached letter
3 PSECU-checking account (S4)
See attached letter
4 I PSECU-money market account (S7)
See attached letter
5 ~ PSECU-Certificate (S52)
See attached letter
6 {PSECU-Certificate (S53)
I See attached letter
7 ~ AIA-paycheck and expense reimbursement
8 ~ PA Treasury Department-retirement proceeds
9 Reimbursement for School taxes (see attached HUD-1 Settlement Sheet)
10 Reimbursement for Homeowners Association fee (see attached HUD-1 Settlement Sheet)
11 Reimbursement for Sewer/Refuse (see attached HUD-1 Settlement Sheet)
VALUE AT DATE OF
DEATH
7,675.00
138.49
1,686.51
13,823.23
3,139.32
1,049.71
971.32
766.82
538.96
7.14
60.00
TOTAL (Also enter on Line 5, Recapitulation) I 29,856.50
SCHEDULE G
COMMNHERITAANCETAXRETUYL~VANIA I+N/+TER-VIVOS TRANSFERS &
RESIDENT DECEDENT M~JV. NON-PROBATE PROPERTY
ESTATE OF Bower, Gwen
FILE NUMBER
21 - 09 - 1169
This schedule must be completed and tfiea it the answer to any or questions •t mrougn 4 on page ~ i s yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
Include the name of the transferee, their relatanship to decedent DATE OF DEATH
VALUE OF ASSET % OF
I D EREST EXCLUSION
liF APPLICABLE)
TAXABLE VALUE
and the date of transfer. Attach a copy of the deed for real estate.
1 Decedent was the owner of a Roth IRA invested 0.00 100% 0.00
through Waddell & Reed. Due to Decedent's age at
the time of her death (age 51), the asset is being
reported but no tax is due thereon. Said asset was
valued as of the date of death at $21,112.62. See
attached letter.
2 Decedent was the owner on an IRA invested through 0.00 100% 0.00
Edward Jones. Due to Decedent's age at the time of
her death (age 51 ), the asset is being reported but no
tax is due thereon. Said asset was valued as of the
date of death at $53,500.75. See attached letter.
3 Ameriprise Annuity No. 93007394566 7 004 13,907.05 100% 13,907.05
TOTAL (Also enter on line 7, Recapitulation) I ~s,yvi,va
COMMDNINEALTH ~ PENNSYlYAN1A
INHERRANCE TAX RETURN
RE3DENT DECEDENT
SCHEDULE H
/F lry 1 ~ N~ qE ~ ~R~A ~ Lp E~ X~PE ~N / S- ~E S~ ~& ~
/'YJIY111~11~71I~F\I IYG VW 1~7
FILE NUMBER
ESTATE OF Bower, Gwen 21 - 09 - 1169
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER FUNERAL EXPENSES:
A. 1 Nickel Funeral Home-funeral 8,164.87
2 Rev. Yankovitz-funeral ($100) and Pastor Thornton ($50.00) 150.00
3 Rice Memorial Works -reserved for gravemarker 1,500.00
4 Zion Lutheran Church-funeral luncheon 550.00
5 Assistance with funeral -Pamela Amende($50.00) and Rebecca Brown ($125) and 235.00
organist ($60)
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representatives}
Beth B. Grayson 11,200.00
Street Address 12 Stingray Drive
city Sinking Spring state PA zip 19608
Year(s) Commission paid
2. Attorneys Fees William R. Bunt 9,000.00
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 William R. Bunt-reimbursement of expenses 669.29
5. ~ Accountant's Fees Robert W. Morris, II-reserved for preparation of income tax returns ~ 500.00
6. Tax Return Preparer's Fees
7, Other Administrative Costs
1 Kling's Auctions, Inc.-appraisal 175.00
TOTAL (Also enter on line 9, Recapitulation) 47,975.89
SCHEDULEI
DEBTS OF DECEDENT, MORTGAGE
COMMONWEALTN OF PENNSYLVANIA LIABILITIES & LIENS
INHERITANCE TAX RETURN f
RESIDENT DECEDENT
ESTATE OF gOWer, Gwen FILE NUMBER
21-09-1169
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM DESCRIPTION AMOUNT
NUMBER
1 Citi Mortgage, Inc. (January mortgage payment of $763.11) and (payoff of mortgage 122,349.77
$121,586.66-see attached settlement sheet)
2 American Express 837.78
3 PSECU-Visa 443.82
4 Best Buy 6.00
~ TOTAL (Also enter on Line 10, Recapitulation) ~ 123,637.37
REV-1513 EX+(11-05) ~
SCHEDULE)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF Bower, Gwen FILE NUMBER
21 - 09 - 1169
NUMBER
NAME AND ADDRESS OF PERSON(S) RELAT{ONSHIP TO
DECEDENT SHARE OF ESTATE
(Words) AMOUNT OF ESTATE
($$$)
RECEIVING PROPERTY Do Not Llet Trustee(s)
I~ TAXABLE DISTRIBUTIONS[include outright spousal
distributions, and transfers
under Sec. 9116 (a) (1.2))
1 Jack B. Grayson Nephew 5,000.00
12 Stingray Drive
Sinking Spring, PA 19608
2 Megan K. Grayson Niece 5,000.00
12 Stingray Drive
Sinking Spring, PA 19608
3 Beth B. Grayson Sister 10,000.00
12 Stingray Drive
Sinking Spring, PA 19608
Enter dollar amounts for distributions shown above on lines 1 5 through 18 on Rev 1500 cover sheet, as appropriate.
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 The Church Without Walls 5,000.00
2 Compassion International 1,000.00
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 6,000.00
REV-1513 EX+=(9.00) ,~ ~
SCHEDULE .1
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES continued
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Bower, Gwen I FILE NUMBER
21-09-1169
NUMBER
NAME AND ADDRESS OF PERSON(S) RELATIONSHIP TO
DECEDENT SHARE OF ESTATE
(Words) AMOUNT OF ESTATE
($$$}
RECEIVING PROPERTY Do Not List Trustee(s)
~~ TAXABLE DISTRIBUTIONS [nclude outright spousal
di
ib
i
d
str
ons, an
transfers
ut
under Sec. 9116 (a) (1.2)]
4 Donna B. Bawer Mother one-half (1/2) of
3155 Seagertown Road residuary estate
Blain, PA 17006
5 Logan M. Bower Brother one-half (1/2) of
2675 Conococheague Road residuary estate
Blain, PA 17006
Page 2 of Schedule J
s
LAST WILL AND TESTAMENT
OF
GWEN BOWER
I, GWEN BOWER, of Enola, Cumberland County, Pennsylvania, being of sound
mind, memory and understanding, do hereby declare this to be my Last Will and
Testament, revoking all former wills or writings in the nature thereof and any codicils
~ thereto made.
FIRST: t direct my hereinafter named Executrix, or alternate Executor, as the
case may be, to pay all of my Just debts, funeral expenses, costs of administration and
inheritance taxes out of the corpus of my estate as soon after my decease as is practicable
Ito do so.
SECOND; A. I give and bequeath the sum of five thousand ($5,000.00) dollars
~ unto the Church Without Walis of 229 Lewis Street, Harrisburg, Pennsylvania.
B. !give and bequeath the sum of one thousand ($1,000.00) dollars
unto Compassion International of 12290 Voyager Parkway, Colorado Springs, Colorado,
($0921.
C. I give and bequeath the sum of five thousand ($5,000.00) dollars
unto my niece, Megan K. Grayson.
D. I give and bequeath the sum of five thousand ($5,000.00) dollars
WILLIAM R. 9UNT
CHRYSTAL L. PROSSER
ATTORNEYS AT LAW
109 S. Cargale Street
New Bioomneld Pa.
17068
~ unto my nephew, Jack B. Grayson.
E. I give and bequeath the sum of ten thousand ($10,000.00} dollars
unto my sister, Beth B. Grayson.
Tel. (71 T) 582-8195
FAX (717) 582-7521
SIXTH: I name, constitute and appoint my sister, Beth B. Grayson, as the
Executrix of this my Last Will and Testament.
!n the event of the renunciation, death, resignation or inability of my sister,
Beth B. Grayson, to act for any reason whatsoever, as the Executrix of my estate, then and
in that event, I name, constitute and appoint my brother, Logan M. Bower, as the attemate
Executor of this my Last Will and Testament.
My Executrix or alternate Executar, as the case maybe, is hereby excused
from the posting of any bond or security notwithstanding any provisions of the law to the
contrary.
IN WITNESS WHEREOF, !have hereunto set my hand and seal to this my Last Will
and Testament this 21 ~ day of February, 2005.
~.~N % ' °1~ (SEAL)
Signed, sealed, published and declared by the above named Testatrix, as and for
WlLLtAM R. BUNT
CHRYSTAL L PROSSER
ATTORNEYS AT LAW
109 S. Carlisle Street
New Btoomtleld Pa.
T ~oea
her Last Witl and Testament, in our presence, who, in her presence, at her request and in
the presence or each other, have hereunto set our names as attesting witnesses.
Page 3 of 4 pages
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706. AadtbnN Pee b 6RMNRT, L1.C 6195.00
709. Mdibnal oherapa FN b ERA-NRT. LLC f79S.00
600. lame Ne M pnniabn Wltb Loen
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101 D. Appnpi A0 Ad-uiNxnt '
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S t0i. No1My b taeund LeM Trrr/an - Madm9tximq 12.00 ~ 63.00
110). Atlomey
t 106. TiY ir, oW b aecvnd Land Trindan - NaehaNabur6 11,191.30
11,09: Landa/3 rqe i (i) ~
1110.OwMr's a 3192612.OD (j1191,8i)RI
1136. ei CeR. b Qa+wd Lena Teendan- Wchenlei0up j1b.00
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t201. Feai 9K Dead 62.00: RaopdMp Faaa ler x,00 I
1202. TawOlMmPi 1926.12 ji,926.12
1203, ibb Tei 1926.12 - 11,926,12
1100. MdMN lN6amant Cheryas -
1806. In6is6on b Whelan Cfewinp NOrnaOwMn Asaada6en 1100.00
1306. Duaa 3M b Whahn CrasNj HOnlaownsrs AgodNlOn ja0.00
1807. Ft~36k b WheMn CYOiaii9 tlomeownep Aaeedahon ~ j2S00
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PSE(~
January 26, 201.0
William R Bunt
Attorney at Law
109 South Carlisle Street
PO Box 336
New Bloomfield, PA 17068-0336
ke: Gwen Bower, Deceased.
Account # 0177526453
Dear Mr. Bunt: '
The account was opened on October 11, 1983. The Share accounts were held solely by Gwen
Bower.
The Visa loan was held solely by Gwen Bower.
The following are the Date of Death Balances for Ms. Bower's account with PSECU:
Account Date of Death Balances Interest -December 1-12
Savings (S 1) $ 13 8.47 $ 0.02
Checking (S4) $ 1,686.44 $ 0.07
Money Market (S7) $ 13,820.52 - $ 2.71
Certificate (S52) $ 3,138.03 $ 1.29
Certificate (S53) $ 1,049.08 $ 0.63
Loans:
Visa Loan (L9) $ 443.82
The Visa was paid and the remaining funds released to The Estate.
Pennsylvania State Employees Credit Union
Main Address: 1 Credit Union Place, Harrisburg, PA 1 71 1 0-2990 • 717.234.8484 • 800.237.7328
Mailing Address: P.O. Box 67013, Harrisburg, PA 171 Ob-7013 • 717.777.2100 (TDD) • 800.472.1967 (TDD)
psecu.com
This credit union is federally insured by the National Credit Union Administration. Equal Opportunity lender
~°
PSEC~k
Re: Gwen Bower, Deceased.
Account # 8219626432
Keystone Connections Business Account
The account was opened on October 19, 2007. The Share accounts were held solely by Gwen
Bower.
The following are the Date of Death Balances for Ms. Bower's account with PSECU:
Account Date of Death Balances Interest -December 1-12
Savings (S1) $ 581.11 $ 0.02
Checking (S4) $ 1,625.89 $ 0.07
If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237-
7328, then press 6, extension 3120.
Sir;,cerely,
~~~
Roxann Myers
Service Advisor
P~ECU
..~ ,.
_ Pennsylvania Sfate Employees Credit Union
Main Address: 1 credit Union Place, Harrisburg, PA 1 71 1 0-2990 • 717.234.8484 • 800.237.7328
Mailing Address: P.O. Box 67013, Harrisburg, PA 1 71 06-701 3 • 71 7.777.2100 (TDD) • 800.472.1967 (TDD)
psecu.com
This credit union is federolly insured by the National Credit Union Administration. Equal Opportunity Lender
~Ct1Z~'S ~..ItCttOn.S~ I?tC. Auctioneer and Certified appraiser
6334 `Waggoner's Gap ?Z,oad Phone # 717-789-3883
Landisd urp, Pa. 17040 ~"ax # 789-4226
APPRAISAL REPORT, PREPARED JANUARY 21st, 2010 FOR:
THE ESTATE OF GWEN BOWER
BY V. ART KUNG
Summary: On January 11 ih, 2010, I personally inspected the personal property of Gwen
Bower, Enola, Pa.- at the request of the- Estate Executrix, Beth Grayson
Purpose of Appraisal: To determine valuation of assets for Estate Purposes
Method of Valuation: Fair Market Value
Definition: The most probable price which the items mentioned in this appraisal should
bring in an open and competitive market under all conditions requisite to a fair sale, with
the price not affected by undue stimulus, implicit in this definition is the consummation
of a sale as of a specifies date, and passing from seller to buyer.
Allowing a reasonable exposure time in an open market, public auctions being one such
forum, payment is arranged and made, with no creative financing or concessions granted
by anyone associated with the sale, be it public or private.
Conditions of Appraisal
The value stated in this appraisal is based on the best judgement of the appraiser given
the facts and conditions available and presented at the date and place of evaluation.
These values are based upon the experience of Art Kling as a licensed auctioneer, whose
services were recommended to and/or requested by the client, recognizing data used
from 40 plus years of selling and marketing all types of merchandise, real estate,
equipment, vehicles. etc. as updated and realistic sources of information.
The statements and values given in this report are true and correct to the best knowledge
and belief of the appraiser -and prepared in accordance with the standards and practices
Of the Certified Appraiser's Guild of America, C.A.G.A.
Our business has been incorporated since 1988, and operated as a private entity from
1966 until then, conducting hundred of successful auctions up to and including the
present.
We appreciate being considered to conduct this appraisal and your trust to evaluate
ite c d' a of importance to you, your fannily, or your business.
V. Art Kling
APPRAISAL FOR THE ESTATE OF GWEN BOWER
APPRAISAL SITE: RESIDENCE OF GWEN BOWER
4131 DARNS ST., WHELAN CROSSING
WERTZVILLE, RD. ENOLA, PA.
JANUARY 11, 2010
AUTOMOBILE
2003 FORD ESCAPE XLT, 72,000 MILES, AVERAGE CONDITION
PERSONAL PROPERTY
ELECTRONICS: _
GATEWAY LAPTOP, APPROXIMATELY 5 YEARS OLD 200.
DELL PRINTER, NEWER 200.
TELEVISION, FLAT SCREEN, 32", NEWER, LG 300.
5,000.
APPLIANCES
ALL APPLIANCES STAY WITH THE RESIDENCE, ON CONTRACT WITH REALTY COMPANY
FURNITURE AND HOUSEHOLD ITEMS
OFFICE DESK, PRINTER STAND, SMALL SHELF 200.
KITCHEN: 4 CHAIRS, RATTAN, NEWER 200.
SMALL APPLIANCES, MICROWAVE 250.
DINNERWARE, POTS & PANS, UTENSILS, KITCHEN LINENS 250.
LNING ROOM: SOFA, LOVE SEAT, END TABLES, LAMP, AREA RUG 300.
DINING ROOM: WOODEN TABLE W/4 CHAIRS, NOT NEW,
SERVER, COMPOSITE WOOD 300.
BEDROOM: FULL SIZE BED, FRAME ONLY, NIGHT STAND, LAMP 250.
MIRRORS, DECORATIVE ITEMS, WALL HANGINGS 225•
TOTAL APPRAISED VALUE OF AUTOMOBILE 5,000.
TOTAL APPRAISED VALUE OF PERSONAL ITEMS 2,675.
TOTAL OF APPRAISED ITEMS: 7S •675•UO
JAN.26.2f310 9:36AM
~TADDE~.
Strvices Company
CSR FAX2
N0.011 P.Zi2
6300 Loma Avenue
Post Offica Box 29217
Shawneo Miss;on, KS 66201-9217
www.waddell.com
January 25, 2010
William R Bunt
Attorney At Law
109 South Carlisle ST
New Bloomfield, PA 17068-0336
RE. Account 3225214f1
To Whom It May Cons;ern:
Listed below is the valae of Gwen Bower's Roth IRA as of
Fund Shares Price
WR Advisors Science & Tech {622) 1,379.449 $ 9.11,1
WR Advisors New Copcepts {630) 992.548 $ 8.61
If you have any questions regarding the above iafozmation,
1888-WADDELL (9~3-3355.
Thank you,
~~~
csRlResource cenu~r
Client Service Division
Waddell & Recd Servsces Company
12, 2009:
Balance
$ I2,56b,78
$ 8, 545.84
free to call us at
Account number: 896-95403-1-2 p'Pro~'~~11°~' ~~.l~~l.l~,~npis
W ryun0 FrNdxs. MO 63D43.3ot2
Statement type: Preferred uww.edw,rdpnsa,eom
October 31-December 31, 2009 """~Ns~
A Unique Understanding of Your Financial Needs
At Edward Jones, we beisve the beat Mvesbnent rocommer-dafions aro lhoae taUored to your apacMc needs. Theta why we work so hard to ttaroughy understand your
flnandal aitrmtlon and your goals. The following is ~ overview of your investment and borrowing acUviy with Edwaro Jones. Working wfih your ilnandai advlaor, use it to
determine how we can help you mast other Important finendal goals. Call SEAN FERGUSON at 717-731-5432.
Altlaugh account information is provkled on ills page, U does rat guarantee an actual statement was produced. Please refer to your account statement for the exact
registratlon and moro spedfic details regarding each accamt. Edward Jones statements are issued for each account hokfirrg securttlea In firm name wUh Edward Jorrea M
March. June, September and December. Monttry statements (fir months other than those previously referred to) will rat be sent to you in months for which there was no
acfiviy or your ony account actlvUy is the payment of Income an your Edward Jones rrrorrey market account or yore' cash account balance.
Investment acoounb Account lalder Account number Current value Value one
kWlvidrral rssrarrrsrrt account - GWEN BOWER 89ti-95403-1-2 =53 500 75 ~ 30121
Totallnvesfinentaccounts - - - 553.500.75 542.30121
The 11'tS deadHns for maUing 1099s is now Feb. 15.
The 1f2S has dranged its deadUne for mailkrg Consolidated 1099 Tax Statements from
Jan. 31 to Feb. 15. While we expel to Issue most 1099s by Jan. 31, the Issuers of some
irwestrr-enta may not provide final tax data to us until after that data. This means you may
rat receive your 1099 untU mid- to late February. You may wish to consuU your tax
professional regardng when to schedule your tax preparation appointment. For more
details, please corned your flnandal advisor.
(Yourfinanclal needs) December 2009 page 1 ,~ ~,
~ ,•y
EdwardJones
Estates - Htstortcal Date of Death Valuation Worksheet
Account Registration:
GWEN BOWER A~~ N~nber. 896.95403.1-2 pate; Jan 12, 2010
4131 DARIUS DR
ENOIA, PA 17025
Date of Death: Dec 12, 2009
Date of Death Valuation: Jan 12, 2010
Alternate Date d Valuatton:
^ C.Fiedc here If date of death was a dosed market day (i.e., holiday. weekend).
use the additiartal wodaFieets (papas 2 - 8) to detemdne the total value and dividertdsflrrterest due for stocks, ods, bonds and mutual iurxis held in the deceased
persons axarn. Then use those totals to complete section B and C to determine the overal total aoaount value.
A. Total Cash Held:
1. Cash s o.oo
-- - - 2 Money Market 3 --
B. Total Valus of Assets Held:
3. Stocks S
4. Bands /CDs S
5. Mutual Funds S 53,500.75
6. Mlacepansous Securitlea S
C. Total Dlvidsnds / Mterost Dua:
7. Stocks dividends $
8. Bonds / t~s interest S
9. Mutual Funds divdends S 0•~
10. Miscellaneous distributlons =
D. Total Aooount Value S 53,500.75
eter~are not gu eed. Gbrrsult xMh a competent t~aoc~apadaAst or ~mey for prafesaional advice your apecs7ic eidration. ~~ ~
Revised 30 Juy 2008
Pepe 1 d 9
~~
.,,
Ameriprise ~~ ~ r<;
Flnanciai
January 27, 2010
BETH B GRAYSON
12 STINGRAY DR
SINKING SPRIIJG, PA 19608
RiverSour rY i.ifa Insurance Company
RiverSouroa Funds
Ameriprise Certtflcate Company
Ameriprise Brokerage
70100 Ameriprlae Financial Canter
Mtnneapotis. MN SSd74
Ikar BETH B GRAYSON:
Thank you for your recent inquiry regarding GWEN BOWER's accounts, Client ID 14965516 _ ~ -~ ' ` ' ~'
9001. These arc the values of the accounts as of IZIl?12009.
Account Information
Annuities -Post 1985
Account Number ~~D
93007394566 7004 Individual
Annnities -Post 1985 ` ~~- :. •
Account Number Total Value # of shares Asst Value Per Share
93007394566 7004 r ~ .513907.05
The date of death vahies provided sre for estate tax purposes and are not a value to be paid.
Acrouats maybe subject to market fhicwatioa as governed by each product. Please note that
the values indicated for any Life Insurance product(s) with the insured deceased reflect the gross
death benefit at date of death and not the.cash vahue. Values indicated for Life Insurance
Products with only the owner deceased reflect the cash value as of the date of death. Valnes for
any proptietary mutual fiords include acenied dividends as applicable. Vahus provided for
brokerage products ate maanally catcalated, and should be used as estimates only. The prices
used to provide vshus are estimates obtained from outside sources believed to be reliable.
Ameriprise Financial provides these values as a service to its clients. Actual values used in
preparation of tax returns or for planning purposes should be verified by your legal and
accounting advisors.
We appt+eciate the opportunity to be of servict to you. Please comact us if you have any
questions.
Sincerely,
Judy Wiens
Death Settlements Processing Team '. .. _ .
70100 Aipcriprise Financial Centel ~~ ~~
Minneapolis, MN 55474
1-800-862-7914,.Optioa 2; ask for Estate Settlements
Insurance and annulUes
are issued by RfverSource
Life Insurance Company,
an Ameriprise Flnancial
company. Ameriprise
Brokerage is provided
by Ameriprise Flnanclal
Services, inc. Ameriprise
Flnancisl Services, Inc.
Member FlNRA and SiPC