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Home My WebLink About04-0613PETITION FOR PROBATE and GRANT OF LETTERS also known as No. To: Register of Wills for the ., Deceased. County of in the Social Security No. / 5'? ' .~ ~ ~? _~gP~ q Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut . _. l r_~-- 'named in the last will of the above decedent, dated /4 .D0,4¢~/? lf'~.l ,19~/ and codicil(s) dated (state relevant circnmstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~ o/D~/~ - 5ir4'/~ Country, Pennsylvania, with. h ~v :/' last family or principal residence at 3" '~' J~ c~ ,6. ~., J_q e, ,4 ~/_) (list street, number and muncipality) Decgndent, then ~ '~ years of age, died A ~ (-j /)f/.2(5 ,49-"'~.~L/ Except as follows, decedent did not marry, was not divOrced and did n(~t have'a child 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 Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) presented herewith and the grant of letters theron. O the probate of the last will and codicil(s) (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF 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 we~)~uly~r~t;r ~e ~ding to law.~ ~ Sworn to or affirmed and subscribed ~- x/-x~ 1 ~] ~'~0/e me this ~,-~ 7~-/ day of [. ~ ~ '~ ~ Estate Of DECREE No. ~,.~/-O(-/- 6/~-~ ( t ),m, ~ ~ 3 ~c~6- , Deceased OF PROBATE AND GRANT OF LETTERS AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated /7~/.b~/-/ /~, /.~ / described therein be admitted to probate and filed of record as the last will of and Letters ~ ~~ ~ ~ ~e hereby granted to ~gV ,~ ~W~tc~ ~o~3~ .,~57~, in consideration of the petition on FEES Probate, Letters, Etc .......... S.hor~ Certificates( ) .......... Kenunclat~on ................ ~ ~ TOTAL Filed ~~. ~,.. ~2~ ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE '~' ~ CERTIFICATE i NAME OF DECEASED (First) (Middle) (L~st) STATE USE ONLY ...... , a,,~2,ob ...... ~ JAMES J · BOWE by ~.rleral O,reclor 2. DATE OF DEATH 3. SEX 4. DATEOF BIRTH 5a AGE - Last~rT~-- 5b U~-D[[ [Y-~R- ...... 5c UNDER 1 DAY ~M 1-17-18 ""~'"' ~ 1-3-2000 S[ .... [~[ To ~ ,.~.~d ~ HOSPITAL: OTHER: Ph ......... ~ ~80--1~--1885 ~INPATIENT ~ER/OUTPA]IENT ~DOA ~NURSING HOME ~ESIDENCE D OTHER (Specify) ,[--~ 17b FACR'TYNAME(Ifnotinstduti°n'gi534 MAIN STREET .............. ) [f~ a.,,TOW. O. LOC.,,O.LiTTLE FALLS -~u cou.w PASSAIC i. NJ P~o~IC LITTLE FALLS 534 MAIN STREET ~YES ~NO 07~24 ~ [)~ 9 BIRTHP~CE{C*~y&Sla, .... FoleignCount,y} 1Os OECEDENTEVERINUS ARMED T1Ob IFYES WAR ~~ FORCES~[ DATES IF~om'To~ ~ NEVER MARRIED ~ WIDOWED $ TUSCARORA, PA ~YES ~ NO ~~.A_2-- 19~ ~MARRIED ~ DIVORCED WINIFRED (ward) EDUCATION ~ LITTLE FALLS BOARD OF EDUCATION, LITTLE FALLS, Ng 07424 ~ , 16 RACE 3~ AMER. INDIAN ~ 7. OF HISPANIC ORIGIN? 1~ MEXICAN 2~ PUERTO RICAN ~e. DECEDENT'S EOU~T~N ~ YES ~ NO CEN~./SQ ~MERICA ~ ~ 1 ~ WHITE 4~ OTHER (Specify): ~F YES, SPECIFY 3~ CUBAN 4~ High,~ Grade Compl~ C 2 ~ B~CK 5~ OTHER (Specify): 1~ 1 sn 177H ,-~ PATRICK BOWE DORETTA KENNEDY ~ BURIAL ~ CREMATION WINI FRED BOWE WI FE ~ OTHER (Specie): D ENTOmBmENT ST. BERTHA'S CEMETERY TUSCARORAj PA GAITA MEMORIAL HOME, 154 POMPTON TPKE., LITTLE FALLS, NJ 07424 ~ 5 . E OF DEATH ~ ~ 25b. DATE AND HOUR PRONOUNCED DEAD ' / ~ Complete Items 25c-donly when certainO physi- 125c. TO THE BEST OF ~Y KNOWLEDGE. DEATH OCCURRED AT TIME, DATE. AND P~CE INDI~TED~12~. DATE SIGNED ! disease or condition result- DUE TO OR AS A CONSEQUENCE OF: mg in death). Sequentially list conditions, if any, lead- b. ~ lng to immediate cause. DUE TO OR AS A CONSEOUENCE OF: ~' Enter UNDERLYING CAUSE ~ itiated events resulting in DUETO OR AS A CONSEQUENCE OF: ~ death) ~ST. STATE USE ONLY 271F FEMALE. WAS SHE PREGNANT AT DEATH. ORANYTIME~OAYSPRIORTODEATH~ 128. WAS A~OPSY PERFORMED? IND/OCC D YES ~ NO , .... 29. DE~RALUETO: ~ PENDING IN- ~3Oa. DATE OF INJURY3~ TIME OF ~NJDRY M I~ ~NJURY~ WORK?YES ~ NO 3~. DESCRIBE ;~OW ~URY OCCURRED CAUSE ~ ACCIDENT VESTIGATION 3~. P~C~ ~ HOME ~ FARM ~ SUICIDE ~ COULD NOT BE ~ STREET ~ OFFICE BUILDING D FACTORY ~ HOMICIDE DETERMINED P~c~ o~ ACC ~ OTHER (Specify): D PRONOUNCER AND CERTIFIER 31 b. TO THE BEST OF MY KNO~EDGE, DEATH ~CURRED D~TO ~AUSES LISTED ABOVE. s,_,_ , INSTRUCTIONS (1) Print or type. Print with black ball point pen only (2~ Insert "Month - Day - Year" in order for all entries requiring a date. (3) Instructions for Physicians: All medical items are important and must be answered if applicable. Special attention should be given to the yellow-shaded areas. State law requires that the physician sign the death certificate within 24 hours. ' :~ · ~' ~' 38 KONHAUS RD. ' ...... 17050 I~ ~ 38 KON~AUS RD. MECHANICSBURG, 'PA 17050 [~E : a Uo~r(~ (:, :"RX:,'=:.~ TUSCARORA, PA I~ i ~ 18. ~e ~ FunerN'~. (/_ __ t 19. NJ L~nse Numb~ II! ; ~ = .. o~d~(~,~) ~,c~ o~(s~) Iii J ~ ~w) BY~ ~ ~ I~ ~ ~ p~~(~ ~s ~) ~(~): ~o~(s~ ..__ I~ ~ ~ ' ~ ' I~i ~. ~cE ~ o~ ~ ~) · ' ----- , i ' , ' . p~? ~ ~ ~ ; ~N~ ~ ~ ~42 ~ M~m Date Issued: 21, 2004 Issued By: Township of Little Falls, Willia~Wilk, This is to certify that the above is correctly copied , [ \ from a record on file in my office. ~} . \ I, Certified COpy not valid un/ess the raised ... ~ ~ V_ ~ ' \ ] Great Seal of the State of New Jersey ~ ~.~_~ or the-seal of the issuing municipality Jose)Ih A Komosinski, State Registrar or county, is affixed hereon. % Bureau of Vital Statistics REG-42B JAN 04 I, WINIFRED J. BOWE, residing in the Township of Little Falls, County of Passaic, and State of New Jersey, being of sound mind, memory, and under- standing, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils thereto made by me at any time heretofore. FIRST: I direct that all of my just debts and my funeral expenses, expenses of my last illness and the cost of administering my estate be paid as soon as practicable after my death. SECOND: Ail the rest, residue and remainder of my estate, whether it be real, personal or mixed, whatsoever it may be and wheresoever situate, I give, devise, and bequeath to my beloved husband, JAMES J. BOWE, to his own use absolutely. THIRD: In the event that my beloved husband, JAMES J. BOWE, should predecease me, die simultaneously or in a common accident, disaster or calamity with me, I give, devise and bequeath my said estate as follows: A. To my beloved daughter, MAURA JEAN LINCOLN, I give, devise, and bequeath all my china, my jewelry, my Blackglama Mink Coat, my Waterford cut glass chandelier and punch bowl and all the remaining pieces of my Waterford cut glass not bequeathed to my grandchildren. If my daughter shall predecease me, then this legacy shall lapse and fall into and become part of my residuary estate. B. To each of my beloved grandchildren surviving me, I give, devise and bequeath one piece of my Waterford cut glass to be selected by my Executor, * whose selection shall be final. C. Ail the rest, residue, and remainder of my estate, whether it be real, personal or mixed, whatsoever it may be and wheresoever situate, I give, devise, and bequeath to my beloved children, KIERAN PATRICK LEOPOLD BOWE, SEAN WARD BOWE, PATRICK DAVID BOWE and MAURA JEAN LINCOLN, in equal shares, share and share alike. If any of my children shall predecease me, then I give, devise and bequeath my deceased child's share to his or her spouse and issue surviving him or her in equal shares, share and share alike. If any of my children shall predecease me leaving no spouse or issue surviving him or her, then that deceased child's share shall be divided equally amongst my surviving children. FOURTH: I hereby nominate, constitute and appoint my beloved husband, JAMES J. BOWE, to be the Executor of this my Last Will and Testament, but if he should predecease me or for any reason whatsoever should fail to qualify or cease to act, I then nominate, constitute and appoint my beloved son, PATRICK DAVID BOWE, as Executor of this my Last Will and Testament. FIFTH: No fiduciary qualifying hereunder shall be required to file any inventory, nor shall any fiduciary be required to give any bond or other security of any kind whatsoever, in any Court, State or jurisdiction wherein said fiduciary may be required to qualify or act. SIXTH: I authorize and empower my executor, without authorization of Court, to sell, convey, mortgage, lease, invest, reinvest, exChange, manage, control or otherwise deal with any and all property, real or personal, com- prising my estate, and no purchaser need look to the application of the purchase money; to adjust, compromise, and settle any claims or demands in favor of or against my estate upon such terms as is deemed adviseable; and to make distribu- tion under this Will in kind or in money, or partly in kind and partly in money. IN WITNESS WHEREOF, I have hereunto set my hand and seal this /~/ day of /~-'~,'~ ~ /~/ , 1991. The foregoing instrument, consisting of this and the preceding page, was signed, sealed, published and declared by the above-named Testatrix, WINIFRED J. BOWE, as and for her Last Will and Testament, before us, who at her request and in her presence, and in the presence of each other, have hereunto set our hands and seals as witnesses, all this / ~ day of /~'~'~ ~/9~ , 1991. .! Address Address -2- ACKNOWLEDGMENT AND AFFIDAVIT STATE OF NEW JERSEY : COUNTY OF ESSEX : SS. WINIFRED J. BOWE the testatrix and the witnesses, respectively, whose names are signed to the attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she bad signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; and that each witness states that he or she signed the will as witness in the presence and hearing of the testatrix, and that to the best of his or her ~owledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Subscribed, sworn to and acknowledged before me by WINIFRED J. BOWE, the testatrix, and subscribed and sworn to before me by /3~z~,~/~' /~ ~' O t O and ~t~/~'>~' /~ ~ ~1 d , witnesses, this /~ day of 1~'~ ~// , 1991. FRANK J. MUOIO, An Attorney-at-Law of New Jersey -3- CF, RTIFICATION OF NOTICE UNDER RULE 5.6(a) Date of Oeath: ! ~ 3-d,'~ 'e ) 60 t( To the Register: I certify that notice of (beneficial interest) ~ required by Rule 5.6(a) of the Orphans' Court Rules, was served on or mailed to the following beneficiaries Of the above-captioned estate on ~,) ~ t f,~ ~ ~ ~,~ ~.O.~: _ ]Ngme Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Signature Teleph°ne ( 7/? 7d( Capacity:. ~Personal Representative Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU QF INDIVIDUAL TAXES DEPT, 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 004386 BOWE PATRICK DAVID 38 KONHAUS ROAD MECHANICSBURG, PA 17050 ........ fold ESTATE INFORMATION: SSN: 154-50-4789 FILE NUMBER: 2104-061 3 DECEDENT NAME: BOWE WINIFRED J DATE OF PAYMENT: 09/15/2004 POSTMARK DATE: 09/1 5/2004 COUNTY: CUMBERLAND DATE OF DEATH: 06/18/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $5,556.80 TOTAL AMOUNT PAID: $5,556.80 REMARKS: BOWE ESTATE SEAL CHECK#II84 INITIALS: CCP RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV 1500 EX [6 0(0 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 I OFFICIAL USE ONLY REV-1500 INHERITANCE TAX RETURN I RESIDENT DECEDENT Z LU LU LU DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER / - -¢' THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER E~". Original Return []4. Limited Estate i~'~"~ececent Died Testate (Attach copy of Will) I~ 9. Litigation Proceeds Received E~]2. Supplemental Return [~4a. Future Interest Compromise (date of death after 12-12-82) []7. Decedent Maintained a Living Trust (Atlach copy of Trust) [~10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) [~]3. Remainder Return (date of death prior to 12-13-82) [~]5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes [~11. Election to tax under Sec. 9113(A) (Attach Sch O) NAME FIRM NAME (IfApplicable) COMPLETE MAILING ADDRESS ILl X 1. Real Estate (Schedule A) (1) -'""'" 2. Stocks and Bonds (Schedule B) (2) -- 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) "-"' 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) ~___~'~/ (Schedule E) 6. Jointly Owned Property (Schedule F) (6) --"]Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) (8) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11) 12. Net Value of Estate (Line 8 minus Line 11) (12) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line14 taxable at lineai rate / ~ ¢ ,/" 17~ Amount of Line 14 taxable at sibling rate X I0 I (15) x .0_ (16) x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) COMMONWEALTHOF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. ,N,E~,TANCE TAX RETUR. PERSONAL PROPERTY RESIDENT DECEDENT FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right ef survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insed additional sheets of the 6ame size) REV-1510 EX+ · COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER ,leted and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is ~es. DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE ITEM INCLUDE THE NAME OF mE TRANSFEREE, THEIR RELATiONSHiP TO DECEDENT AN0 VALUE OF ASSET INTEREST ~: APPLICABLE) VALUE NUMBEF THE DATE OF TRANSFER. ATTACH ACOPY OF THE DEED FOR REAL ESTATE. I TOTAL (Also enter on line 7 Recapitulation) $ '~ 7 0 ~ O.OC (If mom space is needed, insert additional sheets of the same size) REV..1511 EX+ (12-99).~,_,j~,.~ -, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 5. 6. 7. FUNERAL EXPENSES: C ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State__Zip Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Street Address 3 City State__Zip Relationship of Claimant to Decedent Probate Fees I ~..~ o ~.,~ 0 Accountant's Fees Tax Return Preparer's Fees TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insed additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES %%/2 ESTATE OF NUMBER 1 1. II 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) BUREAU OF INDIVIDUAL TAXES INHERTTANCE TAX DTVTSTON PO BOX 180601 HARRTSBURG, PA 17118-060! COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX PATRICK BONE 58 KONHAUS RD MECHANICSBURG pA 17050 DATE 11-29-200~ ESTATE OF BOWE DATE OF DEATH 06-18-200~ FILE NUHBER 21 0~-0615 COUNTY CUMBERLAND ACN 101 Amount Reeittad WINIFRED W HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~'- RETAIN LONER PORTION FOR YOUR RECORDS ~ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BONE NINIFRED N FILE NO. 21 0~-0615 ACN 101 DATE 11-29-200~ TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANOED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Este*a (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnership Interest (Schedule C) ($) 4. Hortgagas/No*as Rece/vabla (Schedule D) (4) 5. Cash/Bank Deposi~s/Hisc. Personal Property (Schedule E) (5) 6. Jo/ntly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expanses/Ada. Costs/Hisc. Expanses (Schedule H) (9) 10. Dabts/Hortgage L/ab/1/t/as/L1ans (Schedule 1) (10) 11. 1Z. 15. 14. NOTE: .00 51/129.52 .00 87/000.00 (8) 8,1~6.00 .00 NOTE: To /nsura proper .00 cred/~ to your account, .00 sube/~ the upper por*~on of this fore w/th your tax payeent. .00 158,1Z9.5Z 129,985.52 Total Daduct/ons (11) Nat Value of Tax Re~urn (12) Char/tabla/Governeantal Bequests; Non-elected 911~5 Trusts (Schedule J) (15) Net Value of Estate Sub,~act to Tax (14) Zf an assess,ent was issued previously, lines 14, 15 and/or 16, reflect flgures that include the total of ALL returns assessed to date. 17, 18 and 19 will ASSESSHENT OF TAX: 15. Aeount of L/ne 14 at Spousal rata 16. Aeount of L/ne 14 taxable at Lineal/Class A rata 17. Aeount of L/ne 14 at S1bling rata 18. Aeount of L/ne 14 taxable a* Collateral/Class B rata 19. Princ/pal Tax Due TAX CREDITS: PAYHENT RECEIPT D/SCOUNT (+) DATE NUMBER ]:NTEREST/PEN PAID (-) 09-15-200~ CD00~$86 292.~6 .00 129,985.52 .00 5,8~9.26 .00 .00 5,8~9.26 (15) .00 X O0 = (16) 129,983.52 X OR5= (17) .00 X 12 = (].8) .00 x 15 = (19)= 5,8~9.26 .00 .00 .00 AHOUNT pAID 5,556.80 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ( IF TOTAL DUE 1S LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. RESERVATION: PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DZSCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1981 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rata on any such future interest. To fulfill the requirements of Section ZZqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (71 P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of gills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications are available online at www.revenue.stata.oa.us, any Register of gills or Revenue District Office, or fram the Department's Z4-hour answering service for forms orders: 1-800-361-ZOSO; services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the appraisment, allowance or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within 60 days of the date of receipt of this notice by filing one of the fallowing: A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at wwe.boardofappaals.state.pa.us on or before the expiration of the sixty-day appeal period. In order for an electronic protest to be valid, you must receive a confirmation number and processed date from the Board of Appeals webslta. You may also send a written protest to PA Department of Revenue, Board of Appeals P.O. Box 281011, Harrisburg, PA 171Z8-1021. Petitions may not be foxed. 8) Election to have the matter determined at the audit of the account of the personal representative. C) Appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box Z80601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (33 calendar months after the decedent's death, a five percent (5Z) discount of the tax paid is allowed. The ZSZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and nat paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1981 bear interest at the rate of six (SX) percent par annum calculated at a daily rate of .000164. AIl taxes which became delinquent on and after January 1, 1981 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOq ara: Interest Daily Interest Daily Interest Year Rate Factor Year Rate Factor Year Rate 1982 2OZ .0005q8 ~T~'~- 1991 Ill .000301 ~-~ 9Z 1983 161 .000438 1991 91 .000147 ZOOZ 61 1984 117. .000301 1993-1994 77. .000191 ZOO3 57. 1985 131 .000356 1995-1998 97. . O0 D147 Z004 41 1986 lOZ .000274 1999 77. .000192 1987 lOZ . O00Z7q ZOO0 72 .000191 --Interest is celculatad as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELZN{IUENT X DAILY INTEREST FACTOR Daily Factor .000147 .000164 .000157 .000110 --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. '-UllUJ'C.L ...La..!..!.U \...VLLJ.1L..Y - '[\'C:~..L~ (,...C.L.. \./..1... H-L.-L...L..i<-J One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/25/2006 BOWE PATRICK DAVID 38 KONHAUS ROAD MECHANICSBURG, PA 17050 RE: Estate of BOWE WINIFRED J File Number: 2004-00613 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: 6/18/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ ./ Glenda Farner Strasbaugh Clerk of the Orphans' Court :::c: File ('ollnsel Register ofVViUs of Cumberland County Name of Decedent: STATUS REPORT1JNDERRULE 6.12 j I r B ' / I .1 r- ~ D '\ \ ' 7". '. (.u' r'J . . :-.-' I I ) " I;"" t: ,) '..J _ '" _ ,_ '" {. / /,~ / .) Cl ~~) L / . ( -2 0 (;l '/ - /> C) /:, i 3 I Date of Death: Estate No.: 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 ~ether administration of the estate is complete: Yes;T\ No 0 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? Yes 0 No Jfl 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 ~ No 0 c. Copies of receipts, releases, joinders and approval of fonnal or informal accounts may be filed with the Clerk of the Orphans' Court and may be .___', ~ttached to this report. " ~ ..-) j / / . .'~) Date: S/~LOb ~t;{iU([)0}6(Y\-^~ SIgnature ~;:(\ f ILk.. fJ I f) Ii uJ ..e Name 5'0 k G/l-t14u < #.. h/LI) - Address /In' . b / /ILJ If I ~Lh ry/V; '-,) u.,c..... {y,', /7tl!;-U . l'__' Telephone No.7, 7- lC6 '.~ 'I/.J-;~{; /", . "':. ..; t.".,fV .. j (.;I Capacity: m Personal Representative D Counsel for personal representative fJJ