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HomeMy WebLinkAbout06-30-10-. - ~ r 8 /~,~3~/S DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF Mary K. Bowermaster , D No. 21-09-0847 PETITION FOR ADJUDICATION! STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. RULE 6.9 ;71 na 0 :S3 ~- O C... _~.i . _~ ~r ::~ r --~. c_ 7 .. .~{ c.3 p r-~_~ r 7 _._, ~..~ O ~ ~ ._T 2 ,," fJ G , _~ ] , N ~~~ This form maybe used in all cases involving the Audit of the Account of a Deceden 's Estate. If space is insufficient, riders maybe attached. Attach the spouse's election, if any; th papers required under items 8-19 inclusive; and any instrument pertinent to the adjudicafio . INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. ~, Name of Counsel: Supreme Court I.D. No. Name of Law Firm: Address: John E. Slike 06262 Saidis, Flower 8 Li 2109 Market Street Camp Hill, PA 17011 ~i Telephone: 717-737-3405 Fax: 717-737-3407 ~ E-mail: Form OC-01 rrer. tags-loos Copyright (c) 2006 form aonware ony The lsckner Group, inc. Page 1 of 10 ~~TITI~N FAR ~L~Jt.,lDi~ATIC~ Estate of Mary K Bowermaster ,Deceased 1. Name(s) and address(es) of Petitioner(s): rre^b: Donna M. Ewing ^~~ 135 Pin Oak Drive New Cumberland, PA 17070 Identify any executors or administrators who have not joined in the Petition for ', Adjudication and Statement of Proposed Distribution and Account and state reason: Is this the first accounting by this fiduciary? ........................................................................ ®Yes ^ No If not, identify prior accountings, the accounting periods covered, and the date of ', adjudication of the prior accounting. !~ 2. Decedent died on 08/19/2009 ® Letters Testamentary or ^ Letters of Administration were granted to Petitioner(s) on 09/09/2009 ~ Date of Will (~f applicable): 11/04/1999 Date(s) of Codicil(s) (>f applicable): I' Date of probate (if different from date Letters granted): 09/09/2009 Was a bond required? ^Yes ®No If yes, state amount: Are proofs of advertising of the grant of Letters attached? .......................................... ®Yes ^ No Dates of advertising of the grant of Letters: 09/25/2009 10/02/2009 10/09/2009 Form OC-01 Rev. fa13-2006 Copyright (c) Zoos roan toRware ony The Lackner Graff, Inc. II Page 2 of 10 i P'ETITIC7N FC~R iAC~J~II~IC~TIC}N Estate of Mary K. Bowenmaster , Deceased 3. Was decedent survived by a spouse? ....................................................................... ^ Yes ® No i If yes, name of the surviving spouse: ~~ 4. Has the surviving spouse filed to take an elective share? ......................................... ' ^ Yes ^ No (,~g@ Secfion 2201 g;' ~9. of the Probate, Estates and Fiduciaries Code) ', If yes, date of election: III 5. In the case of an intestacy, state the names of the decedent s surviving children or surviving issue of deceased children (-f none, so state): 6. Did the decedent marry after execution of Will or Codicil(s)? Were any children bom to decedent after execution of Will or Codicil(s)? ....................................................................... If yes, give names and dates of birth: Name: ...................................... ~, ^ Yes ® No ^ Yes ® No 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. §1412, was a request for a statement of claim sent to the Department of Public Welfare? ............................................................... Date of B~'rth: ® Yes ^ No Form OC-01 Rev. ra~~-2ooe Copyriphl (c) 2006 fam aoflware mly The Lackner Group, u,c. 'i Page 3 of 10 PETITNC)N Ff~F~ AC~JUC~ICATIC~IV Estate of Ma K. Bowermaster , Depeased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or wild be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons ~I affected thereby. ', A. If Notice has been given, attach a copy of the Notice as well as a list of the nam~ and addresses of the parties receiving such Notice. !, B. If Notice is yet to be given, a copy of the Notice as well as a list of the names addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that s~ notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attomey General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each parry's interest(s): Mary K. Bowermaster Irrevocable Trust Trust 135 Pin Oak Drive New Cumberland, PA 17070 Barbara Ann Bowermaster Daughter 248 Maclay Street Harrisburg, PA 17110 Form OC-01 Rev. 10-13-2006 Copyright (c) 2006 form sollware only The Lackner Group, Inc. 100°~ f the Residue in Tru tforthe bane t of her Residue set aside in Trust s stipulated in the WII~II. Page 4 of 10 F'~~"[T14~~4 F~~ ,~iC~J~1[~IGATIC~N Estate of Mary K. Bowermaster , Deceased Herne and Addnsas W 1_at:h Pally in Intsrosf lielafipneldp and Comments, N any nfercsf Donna M. Ewing Daughter Reside a set aside in 135 Pin Oak Drive Trust s stipulated in New Cumberland, PA 17070 the 11V II. B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). II, For each such party, give date of birth, the name of each Guardian and how ea~h Guardian was appointed. If no Guardian has been appointed, identify the next df kin of such party, giving the name, address and relationship of each. Edna Faye German Daughter Resid a set aside in 248 Maclay Street Trust s stipulated in Harrisburg, PA 17110 the II. See continuation schedule attached ~I C. State why a Petition for Guardian/Trustee Ad Lifem has or has not been filed fori this Audit (~ PA. O.C. Rule 12.4). D. If distribution is to be made to the personal representative of a deceased party, ~'~` state date of death, date and place of grant of Letters and type of Letters granted. Form OC-01 Rev. fats-zoos Copyright (c) 2006 farm software ony The Lackner Group, tnc. Page 5 of 10 -_ _ _ -- II Beneficiaries or Heirs (continuation of Question #9A) Estate of Mary K. Bowermaster , Dleceased Name and Address d Each Party in IrNeiest Donald E. Bowermaster 109 Water Street Summerdale, PA 17093 Relstinnship and CommerMs, it any Son rnreear i Regis due set aside in Trus~ as stipulated in '~ the Wiil. Form oc-o~ Rev. ~a1s-os Estate of Mary K. Bowermaster ,Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and !, the amount of their claims and state whether each claim is admitted. 11. Was family exemption claimed? ..........................................................................................' ^ Yes ® No ~i Was family exemption allowed? .......................................................................................... ~ ^ Yes ® No Family exemption claimant's name and relationship: '~, Name: Relationship: '~ II Fonn OC-01 ~. taf~-2ooe Copyright (c) 2006 form software only The Lackner Group, inc. ~i Page 6 of 10 Attachment Total I' ~~ If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. F'~~`~~`ICyN FC)R o4DJUd~~~.~+TIC~N Estate of Mary K. Bowermaster , Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Est~te Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follow~:~, Date Payment lnteve~st 10/30/2009 1,300.00 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ................................................................ ^ Yes ® No If yes, provide the name of the estate, indicate whether an account has been filed aid confirmed absolutely and all awards pertormed, or, in the alternative, how the ~, decedent's estate will be discharged for the decedent's fiduciary administration of the estate. ~'~ III 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? ................................................... .' ^ Yes ® No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. ', Form OC-O1 Rev. ~ar3-zoos Copyright (c) 2006 forth aoRware orty The Lackner Group, tnc. Page 7 of 10 IPETtTIt~I~ F£~R l~DJUDI~ATIC}IN Estate of Mary K. Bowermaster ,Deceased 16. Had the decedent been adjudicated an incapacitated person? ........................................!.. ^Yes ® No If yes, attach a copy of the Order if available; otherwise state Court, term, number, date, and name of Hearing Judge. ', 17. A. List or attach a separate list of additional receipts and disbursements since the cloning date of the Account. o~ os~~ n~,a,~r B. Has notice of the additional receipts and disbursements been ', ^ Yes ® No given to the parties identified in Paragraph 9 above? .................................................' r• 18. If a reserve is requested, state amount and purpose. I n,,,a,,,r. _ 2,000.00 ~, Administrative and legal fees If a reserve is requested for counsel fees, has notice of the ~' amount of fees to be paid from the reserve been given to the ' parties in interest? ^Yes ® No .................................................................................................. If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distributions ® Yes ^ No .................................................................... As to real estate only? .........................................................................................................', ^Yes ® No Form OC-01 ~. rare-loos coPyri~nc ~c~ 2oos roan sa~were onry T-~e ~aacnar cxouP, inc. I Page 8 of 10 Estate of Mary K. Bowermaster , Dbceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties'e titled and suggest(s) that the distributive shares of income and principal (residuary shares bei~ig stated in proportions, not amounts) are as follows: A. Income: ProP~d Q'~~~(s) Arrrount Proportion Mary K. Bowermaster Irrevocable Trust Barbara Ann Bowermaster 100% Donna M. Ewing Edna Faye German ', Donald E. Bowermaster B. Principal: Proposed Dishibudee(s) Amount Proportion ~ Mary K. Bowermaster Irrevocable Trust Barbara Ann Bowermaster 100% Donny M. Ewing Edna'Faye German Donald E. Bowermaster ~I Submitted By: ~ (All petitioners must sign. ', Add a 'onal lines if necessary): !, of Petitioner: Do na M. Ewing Name of Petitioner: Name of Petitioner: Form OG01 aev.1a13-zoof, coPyri~,t (c) zoos corm software only n,e I.aamer Croce, ira. ~i Page 9 of 10 PETITIC?hi Ft~R AC~J~GI~aTIC~-~! Estate of Mary K. Bowermaster ,Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that na~sna is aaa of the above-named namao/aorporanon and] that th facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution' hich are within the personal knowledge of the Petitioner are true, and as to facts based on th information of others, the Petitioner, after diligent inquiry, believes them to be true;.. nd that any false statements herein are made subject to the pepattjes of 18 Pa. C.S. §4904 (rel tang to unsworn falsification to authorities). ~ ~, of Petitioner ,r3onna ~~ v Signature of Petitioner II Signature of Petitioner ', "Corporate pet/ffoners must complete bracketed fnfom-atfon. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudi ~ tion/ Statement of Proposed Distribution is a true and accurate reproduction of the form Peti ion authorized by the Supreme Court, and that no changes to the form have been made b yond the responses herein. ' C 4 Sig re of Counsel for Petitioner J n .Slake Esq. I Form OC-01 ~. ~a~~-loos Copyright (c) 2006 form software onry The Ledcner Groff, inc. I~ Page 10 of 10 LAST WILL AND TESTAMENT OF MARY K. BOWERMASTER SAIDIS, HUFF & vIASLAND TTtMlNEYS•AT•LAW I09 Market Street Gmp Hill, PA I, MARY K. BOWERMASTER, of Harrisburg, Dauphin Clounty, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any will previously made by me. I, I - I direct the payment of alb. my just dehts and funeral expenses out of my estate as soon as may be practicallyafter my death and that I be interred in the East Harrisburg Cemetery next to my deceased husband. II - I bequeath certain items of my tangible per~onal property in accordance with a written list made by mel~lduring my lifetime. In absence of a list or designation on suclh a list, I direct that my Executrix hereinafter named distribute~!~my tangible personal property among my children in as nearly equa~ shares as possible and that the remainder of said tangible pers~nal property be sold and the proceeds added to the residue of my i C J t CA t e. ~~.'.. III. I devise and bequeath all the rest, residueland remainder of my estate of what-ever nature and wherever situate unto my daughter Donna M. Ewing, in Trust, nevertheless for the benefit of my children, Edna Faye German, Barbara Ann Bowermaster, Donald E. Bowermaster and Donna M Ewing ,for as long 1 as Barbara Ann Bowermaster is living. My said trustee shall administer the trust in accordance with the following provisions: 1. As much of the net income and the principal as my SAIDIS, HUFF & MASLAND ~T'i'(MtNEYS•AT•LAW :109 Market Street Camp Hill, PA trustee, in her sole discretion, may from time to tmle think desirable may be distributed to such one or more of my children, in such amounts or proportions as my trustee may, from time to time, think appropriate; and 2. Any net income not so distributed shall, from time to time, be accumulated and added to the principal. 3. My primary concern is for the care and support of my daughter Barbara Ann Bowermaster for the rest of bier natural life, and while my general purpose is to provide forlher, I recognize that it might not be desirable or necessary] to provide funds from the trust for her care. Accordingly., I dijrect that my said trustee shall have full authority to distribute~lthe income from the trust among my children and that the distril~'utions need not be equal; that one or more of the eligible distri'Ibutees may be wholly excluded from any or periodic distributionsl,; and that the pattern followed in one distribution need not be followed in others; that income may be accumulated to whatever. exltent anc~ ~.n whatever amounts my trustee may think appropriate; an,d that my trustee may give consideration to the other resource's' of each of the eligible distributees as my trustee may think appropriate. 4. As soon as my daughter Barbara Ann Bowjermaster is I deceased the trust shall terminate and the then remaining principal, including accumulated income, shall be di 'ided into 2 equal shares so that there will be one share for each child of mine who is then living or then dead. My trustee shall distribute one share to each of my children then living and one share to each of my children then dead represented by living issue. 5. Should my said trustee die or be unable to serve SAIDIS, HUFF & MASLAND AT7'ORI~EYS•AT•UW :109 Market Street Gmp Hill, PA as trustee before the termination of the trust then ~ appoint my daughter Edna Faye German as successor trustee. IV. I appoint Donna M. Ewing guardian of any property that passes under this will or otherwise to my daughter Barbara Ann Bowermaster and with respect to which I'm authorizedl'to appoint a guardian but have not otherwise specifically done so. Such guardian shall have the power to use principal as welll as income from time to time for her support and to make payments for these purposes without further responsibility to her. V. I appoint Donna M. Ewing Executrix of this,' my Last Will and Testament. Should said Donna M. Ewing fail to qualify or cease to act as such then I appoint Edna Faye Germjan to act in this capacity. Neither of my personal representativels shall be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, I have //hereunto set my hand ,and seal on this , the ~" day o f ~' ( ~}.-~~~_,,.~„ 19 919 . ~a"~' /•C t~.ococ. ~l. ' . ( SEAL ) 3 Signed, sealed, published and declared by Mary K. Bo'wermaster therein named, on this and one (1) other sheet of paper as and for her Last Will and Testament, in our presence, whb, in her presence, at her request, and in the presence of ea~~ other, have hereunto subscribed our names as attesting witnesses',. ~~ ~~ ~ Address ,Nf rG~f ~Cx~.~ A d ens SAIDIS, .HUFF & MASLAND ~'n'ott>rexs•er•uw 2109 Market Street Camp Hill, PA 4 COMMONWEALTH OF PENNSYLVANIA } COUNTY OF CUMBERLAND } WE, the undersigned, the testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the~linstrument as her Last Will and Testament and that she signed w~allingly (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for tie purposes therein expressed, and that each of the witnesses, ik~ the presence and hearing of the testatrix signed the wil'~,l as witnesses and that to the best of their knowledge this testatrix was at that time eighteen years of age or older, of 'sound mind, and under no constrain or undue influence. Mari Bowermas er, Testat ix SAIDIS, .HUFF & MASLAND ATTORNEYS•AT•LAW 2109 Market Street Camp Htll, PA Witness Subscribed, sworn to and acknowledged before me~lby the testatrix, and sub cribed and savor to before me by ~oth witnesses, this ~_ day of ~~~~~ ,',.1999. Notarial Seal Jo Smiih, Notary Public My Commiss on Expires IMay 6200 5 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyue, Esquire, Editor of the Cumberland Law Journal, of the ~ounty and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and Mate aforesaid, was established January 2, 1952, and designated by the local courts as the official le ~ al periodical for the publication of all legal notices, and has, since January 2, 1952, b~e~i regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: September 25 October 2 & October 9 2009 Affiant further deposes that he is authorized to verify this statement by the C~lrrlberland Law Journal, a legal periodical of general circulation, and that he is not interested ir< jthe subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoi>~lg statements as to time, place and character of publication are true. ~'s~~bsr, > l~ii21 _~~ , Executrix: Donna M. L+~ving, 135 Pin Oak Drive, New Cumberland, PA 17070. Attorneys: John E. Slike, Esquire, 9eddis, Fkrwer 8s Imdsap, ~ 109 l~tuket Street, Camp Hill, PA 17011. -;- L' a arie Coyne, Edit SWORN TO AND SUBSCRIBED before' me this 9 day of October. 2009 c ~' Notary NOTARIAL SEA-- ` -~ DEBORAH A COLLINS Notary Public CARLISLE 80R0, CUMBERLAND COUNTY My Commission Exp(res Apr 28, 20 ~ 0 Thy Patriot-News Co. $12 Market St. Harrisburg, PA 17101 Inquiries - 717-255-8213 SAIDIS, FLOWER & LINDSAY ATTN: JO ANN SEKER 2109 MARKET STREET CAMP HILL c~he ~latriot-,dews Now you know PA 17011 THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Leslie Kramer, being duly sworn according to-law, deposes and says: That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing un' er the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market S t, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and Th Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, Counityl and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18tf~, 1949, respectively, and atl have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed anid I~published in their regular daily and/or Sunday/ Metro editions which appeared on the date(s) indicated below. That neither she nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That she has personal knowledge of the facts aforesaid and is duly authorized and empowered o verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office fo the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COPY This ad # 0002010360 ran on the dates shovly¢ below: September 25, 2009 October 02, 2009 October 09, 2008 Sworn to ands cribed before me this 09 day of October, 2009 A.D. Notary u li ~~ ;~; ~ Notary Public Rlc:•-~.i,a~, ?er s~,~`s,. ,_~ F~ssociation of Ffotat°~~~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCUIL OPERATIONS DMSION OF THIRD PARTY LIABILITY ESTATE RECOVERY PROGRAM PO BOX 8486 HARRISBURG, PA 17105-8486 September 26, 2009 SAIDIS FLOWER & LINDSAY JOHN E SLIKE ESQUIRE 2109 MARKET STREET CAMP HILL PA 17011 Re: MARY K BOWERMASTER SSN: 203-10-4845 Dear Attorney Slike: Pursuant to your letter dated September 16, 2009, the Department! of Public Welfare (DPW), Estate Recovery Program, has reviewed the infar¢nation you provided regarding the above-referenced individual. It has been determined that this individual did not receive any type°of assistance during the questioned period. Therefore, according to the information you provided, the Depart$nent's Estate Recovery Program will not seek any recovery from this estate. If your client applied for Medical Assistance and had an application and/or hearing pending at the time of death, please advise us and provide any additional information that may affect a recovery by our Department. If you have any questions, please feel free to contact me. Sincerely, 1 y I Carole A. Procope Recovery Section Manager (717}772-6604 JOHN E. SLIKE ROBERT C. SAIDIS JAMES D. FLOWER, JR CAROL J. LINDSAY JOHN B. LAMPI DANIEL L. SULLIVAN DEAN E. REYNOSA THOMAS E. FLOWER MAP.YLOU MATAS JASON E. KELSO LAW OFFICES SAIDIS, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 -FACSIMILE: (717) 737-3407 EMAIL: attorneyClsfl-law.com www.sfl-law.com June 29, 2010 Barbara Ann Bowermaster 248 Maclay Street Harrisburg, PA 17110 Re: The Estate of Mary K. Bowermaster; File Number 21-09-0847 Dear Ms. Bowermaster: CARLISLE OFFICE: 26 WEST HIGH STP.EET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 REPLY TO CAMP HILL This letter will advise you, as required by law, that the First and Final Account of Donna M. Ewing, Executrix of the Estate of Mary K. Bowermaster (the "Account") was file,~i for Audit with the Orphans' Court Division of Cumberland County Court of Common Pleas, Cuumberland County, Pennsylvania. The Account, which includes a Schedule of Proposed Distribution, will be presented for audit, confirmation, and distribution on August 24, 2010 at 9:30 a.rn. ~. copy of the Account is enclosed for your review. If you have no objections to the Account, or the matters set forth within the Account, no action is required. However, if there are objections to the transactions shown in the Account, or omitted from the Account, you must file with the Clerk of the Orphans' Court Division, prior to 9:30 a.m. on August 24, 2010, and in writing, objections thereto in conformity with tlje Cumberland County Orphans' Court Division Rules. In the absence of timely written~l objections, the Court will assume that you, as beneficiary, have no objections to the Account and the right to object will be waived. However, if there should be questions or objections, we would~ppreciate you contacting us so that we can attempt to resolve any problems without formal prey ntation to the Court. Very truly yours, IDIS, FLOWER & LINDSAY ~~ ~ ~,~~~~_ ~ohn E. Slike Js Enclosure JOHN E. SI~IKE ROBEP.T C. SAIDIS JAMES D. FLOWER, JR CAROL J. LINDSAY JOHN B. LAMPI DANIEL L. SULLTVAN DEAN E. REYNOSA THOMAS E. FLOWER MAP.YLOU MATHS JASON E. KELSO LAW OFFICES SAIDIS, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 -FACSIMILE: (717) 737-3407 EMAIL: attorneyQsfl-law.com www.sfl-law.com June 29, 2010 Donna M. Ewing 135 Pin Oak Drive New Cumberland, PA 17070 CARLISLE OFFICE: 26 WEST HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 REPLY TO CAMP HILL Re: The Estate of Mary K. Bowermaster; File Number 21-09-0847 Dear Donna: This letter will advise you, as required by law, that the First and Final Accou~lt of Donna M. Ewing, Executrix of the Estate of Mary K. Bowermaster (the "Account") was f lid for Audit with the Orphans' Court Division of Cumberland County Court of Common Pleas, ~"umberland County, Pennsylvania. The Account, which includes a Schedule of Proposed Distrib~Ztion, will be presented for audit, confirmation, and distribution on August 24, 2010 at 9:30 a.m. ~ copy of the Account is enclosed for your review. If you have no objections to the Account, or the matters set forth within the account, no action is required. However, if there are objections to the transactions shown in the rbccount, or omitted from the Account, you must file with the Clerk of the Orphans' Court Divisi~n, prior to 9:30 a.m. on August 24, 2010, and in writing, objections thereto in conformity with t~1e Cumberland County Orphans' Court Division Rules. In the absence of timely writtri~ objections, the Court will assume that you, as beneficiary, have no objections to the Account anc~ the right to object will be waived. However, if there should be questions or objections, we would appreciate you contacting us so that we can attempt to resolve any problems without formal pr~~entation to the Court. Very truly yours, IDIS, FLOWE/R~~& LINDSAY E. Slike Js Enclosure JOHN E. SLIKE P.OBERT C. SAIDIS JAMES D. FLOWEP., JR CAROL J. LINDSAY JOHN B. LAMPI DANIEL L. SULLIVAN DEAN E. REYNOSA THOMAS E. FLOWER MARYLOU MATAS JASON E. KELSO LAW OFFICES SAIDIS, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 -FACSIMILE: (717) 737-3407 EMAIL: attorneyQsfl-law.com www.sfl-law.com June 29, 2010 Donald E. Bowermaster 109 Water Street Surnmerdale, PA 17093 Re: The Estate of Mary K. Bowermaster; File Number 21-09-0847 Dear Mr. Bowermaster: CARLISLE OFFICE: 26 WEST HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 REPLY TO CAMP HILL This letter will advise you, as required by law, that the First and Final Account of Donna M. Ewing, Executrix of the Estate of Mary K. Bowermaster (the "Account") was filed for Audit with the Orphans' Court Division of Cumberland County Court of Common Pleas, Cumberland County, Pennsylvania. The Account, which includes a Schedule of Proposed Distribdrtion, will be presented for audit, confirmation, and distribution on August 24, 2010 at 9:30 a.m. A copy of the Account is enclosed for your review. If you have no objections to the Account, or the matters set forth within the Ajccount, no action is required. However, if there are objections to the transactions shown in the ~ccount, or omitted from the Account, you must file with the Clerk of the Orphans' Court Divisi~n, prior to 9:30 a.m. on August 24, 2010, and in writing, objections thereto in conformity with t~Ie Cumberland County Orphans' Court Division Rules. In the absence of timely written objections, the Court will assume that you, as beneficiary, have no objections to the Account and! the right to object will be waived. However, if there should be questions or objections, we wou]d!, appreciate you contacting us so that we can attempt to resolve any problems without formal pre~'entation to the Court. Very truly yours, SAIDIS, FLOWER & LINDSAY ,. ~~ i~~~_ hn E. Slike Js Enclosure JOHN E. SLIKE ROBERT C. SAIDIS JAMES D. FLOWEP., JP. CAROL J. LINDSAY JOHN B. LAMPI DANIEL L. SULLIVAN DEAN E. REYNOSA THOMAS E. FLOWER MARYLOU MATAS JASON E. KELSO LAW OFFICES SAIDIS, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 -FACSIMILE: (717) 737-3407 EMAIL: attorney®sfl-law.com www.sfl-law.com June 29, 2010 Edna Faye German 248 Maclay Street Harrisburg, PA 17110 Re: The Estate of Mary K. Bowermaster; File Number 21-09-0847 CARLISLE OFFICE: 26 WEST HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 REPLY TO CAMP HILL Dear Mrs. German: This letter will advise you, as required by law, that the First and Final Accoujnt of Donna M. Ewing, Executrix of the Estate of Mary K. Bowermaster (the "Account") was filed for Audit with the Orphans' Court Division of Cumberland County Court of Common Pleas, Cumberland County, Pennsylvania. The Account, which includes a Schedule of Proposed Distr%b~Ztion, will be presented for audit, confirmation, and distribution on August 24, 2010 at 9:30 a.m. ~ copy of the Account is enclosed for your review. If you have no objections to the Account, or the matters set forth within the account, no action is required. However, if there are objections to the transactions shown in the .I~ccount, or omitted from the Account, you must file with the Clerk of the Orphans' Court Divisi~pn, prior to 9:30 a.m. on August 24, 2010, and in writing, objections thereto in conformity with t~Ie Cumberland County Orphans' Court Division Rules. In the absence of timely written objections, the Court will assume that you, as beneficiary, have no objections to the Account and the right to object will be waived. However, if there should be questions or objections, we would appreciate you contacting us so that we can attempt to resolve any problems without formal pre$entation to the Court. Very truly yours, AIDIS, FLOWER & LINDSAY ~ ~ ~~~~ E. Slike Js Enclosure __ __ ,_ _ __ __ NOTICE OF INHERITANCE TAX pennsylVBnia ~ auREAU OF INDIVIDUAL TAXES ~ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPApTMENTOFREVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1847 EX AFP C12-09) PO 601( 266p1 1NRRI4/URC PA 17126-0601 JOHN E SLIKE ESQ SAIDIS ETAL 2109 MARKET ST CAMP HILL PA 17011 DATE 05-10-2010 ESTATE OF BOWERMASTER MARY K DATE OF DEATH 08-19-2009 FILE NUMBER 21 09-0847 COUNTY CUMBERLAND ACN 101 APPEAL DATES 07-09~ 010 (Sss reysrse aide under ObJsgtf~ns) Astbunt Rewtitted MAKE CHECK PAYABLE AND REM PAYMENT TOs ,REGISTER OF WILLS 1 COURTHOUSE SQUARE 'QARLISLE PA 17013 CUT ALONG TNIS'LINE ~- --RETAIN-LOMtER-PORTION-F- YOUR RECORDS !~ i~ REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APP AISEMENT, ALLOWANCE qRi DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: BOWERMASTER MARY KFILE N0.:21 09 0847 ACNs 101 TEs 05-10-2010 TAX RETURN MAS: CX) ACCEPTED AS FILE APPRAISED VALUE OF RETURN RASED ON: ORIGINAL' RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds CSohedul• 3) 3. Closely Held Stock/Partnership Interest CSohedul• C) 4. Morteaees/Notes Reoeivabl• (Schedule D) 5. Cash/Bank Deposits/Miao. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers CSCbedul• G) S. Total Assets ' APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral ExpensealAdm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortpab• Liabilities/Elena (Schedule I) C ) CHANGED C1) •00 NOfE: To ensure proper C2) .0 0 ar dit to your account, C DO su ^it the upper portion 3) . of this form with your C4) • 00 is payment. ca) 3, 027.50 Cs) 24,697.42 c7) 11,.358.40 C8) 44.083.32 C9) 15.303.67 C10) 537.48 11. Total Deductions C11) 15,840.95 1z. Net Vaiu• of Tax Return C1z) 28,242.37 13. Charitable/Governmental Degwsts= Non-eleoted 9113 Trust (Schedule J) C13) „i .0 0 14. Net Va1u• of Estate Sub~eot to Tax C14) , ~ 28,242.37 NOTE: If an sasessstent was issued previously, lin s 14, 15 snd/or 16, 17, ~8 snd 19 will reflect fissures that include the total of LL returns esssased to de e . ASSESSMENT OF TAX: 15. Amount of Lin• 14 •t Spousal rate 1B) .00 X 00 ~ .00 16. Amount of Lin• 14 taxabl• at Lineal/Class A rate 16) 78.242.;7 X 045 '~''4 1,.270.91 17. Amount of Lin• 14 at Sibiine rate C17) .D D X 12 - .0 0 16. Amount of Lin• 14 taxabl• •t Collateral/Class B ra te C13) .00 X 15 ~I .0 0 19. Principal Tax Dw C19)', 'i 1 , 270 .91 TAX CREDITS: DATE NUMBER 10-28-2009 CD01~19i 05-03-2010 REFUND INTEREST/PEN PAID C 3.5 .~ ^ IF PAID AFTER DATE INDICATED, SEE REVERSfi FOR CALCULATION OF ADDITIONAL INTEREST. AMOUNT PAID ,~uu.uu 92.64- TOTAL TAX PAYMENT 1,270.91 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 ~; TOTAL DUE .00 IF TAL DUE IS REFLECTED AS A "CREDIT^ C R), YOU MAY HE DUE A R~FUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. - I~ COMMONNfPJ11.TH OP PENNSYLVANIA D~ARTMENT OP l~VENUE SVHEAU OF INDIV~UAL TAXES DEPT. 380001 HARRISOURO, PA 171200001 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT EWING DONNA M 135 PIN OAK DRIVE NEW CUMBERLAND, PA 17070 ,~ ESTATE INFORMATION: SSN: 203-10-4846 FILE NUMBER: 2109-0847 DECEDENT NAME: BOWERMASTER MARY K DATE OF PAYMENT: 10/30/2009 POSTMARK DATE: 10/28/2009 couNTY: CUMBERLAND DATE OF DEATH: 08/19/2009 REMARKS: REV-1182 EX(11-88) NO. CD 011922 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 5,1 I, 300.00 II ~ ~, TOTAL AMOUNT PAID: S 1',,300.00 CHECK#108 INITIALS: DM sEAI RECEIVED BY: GLENDA EARNER STRA~SBAUGH REGISTER OF WILLS TAXPAYER IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF: MARY K. BOWERMASTER, deceased No. 21-09-0847 Late of Camp Hill Borojugh CERTIFICATION OF NOTICE I hereby certify that written notice of the date, time, and place of presenta~ibn of the First and Final Account for the Estate of Mary K. Bowermaster for audit and propo5e~i statement of distribution has been given by first class mail on June 29, 2010, to every unpaid clamant who has given written notice of a claim and to every other person known to have or to claim an interest in the estate as beneficiary, creditor, heir or next of kin pursuant to Pennsylvania Orpl~ais' Court Rule 6.3.1. Date: ,Z ©/~ J E. Slike, Esquire rney LD. No. 06262 Saidis, Flower & Lindsay 2109 Market Street ~,,, Camp Hill, PA 17011 ~ Telephone: (717) 737-3405 ° C... ~; ~~ s-i`1 ~.. J ~, <~ ; ~ c ~ ~ . .~ ~ " ~ ~- ~ ~ o ~ ~ ~-~ {~ ~ ~~ N ~= s-n 4~~ ~ N ' ...!