HomeMy WebLinkAbout03-0066 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of /5~7'7y ~At~ /~oz~5 No. O~,/-e:~,_.~- ~'~,
also known as 23~'0/ /8. ~gow~'$ To:
Register of Wills for the
., Deceased. County of C~mram.~,~wb in the
Social Security No...,.qO 7- 2Z. -~o g3 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 or- named
in the last wilt of the above decedent, dated
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C'om,~-'/eL~mdJ County, Pennsylvania, with
her last family or principal residence at ~.~33 ~'.,~/ 7-~/nd/e Kd. ('/t',~,t/a~ 7~o. )
(list street, number and muncipality)
D_.ecendent, t. he_n 7~// years of age, died ~.ae.~*-/q , l~_2oae. ,
Except as follows, decedeffi did not marry, was not divorced anc'{' did not have a child bfft~n 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 $ .2.-~ ~z~. ,tv
(If not domiciled in Pa.) Personal property in Pennsylvania $ ,~'.,~.
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ 8,'.~-.
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~
COUNTY OF _O_.tkm 13~;~/J~f ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and ~ administer the e~jge ~cording to law.
Sworn to or affirmed and subscribed ~ ~~~~
bef~e this ~~ _ day of j ~ ~.~ ~ ~
. . . / ~
No. cO/-~- ~,~
Estate Of ~ ~ 7"ry ,4,/,~/~3- ~ /~7'~/4~. , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
NOW .,L.~.zg~/j.,..~.,,.~ ~ ~, in consideration of the petition on
AND
the reverse side tiereof,/ satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated (~. ,~.~.SY doc>
described therein be admitted to probate and filed of record as the last will of
and Letters f-~-~---~-~"~_
are hereby granted to
Probate. Letters, Etc .......... $
~ ATTORNEY (Sup. Ct. I.D. No.)
Short Cemficates( ) .......... $ ~ ~/o~r ~ ~e~n,'~sh~, ~d 17o~
Renunciation ................
$ /~C ADD,SS
TOTAL $ ~ ~ ~/7 - 7~ ~ - ~ ~
Filed ..... /.: ~ 7.~.: .............. PHONE
This is to certify that thc information here given is correcth., copied fi'om an original certificate of dcarh duh' 6!,:d ,,.~t~ :~i~.
Local R. egistrar. The original certificate will be forwarded to the State Vital Records ()t'[~cc f},-pcrmanc:~t 'C_,}iug.
WARNING: It is illeflal to duplicate this copy by photostat or photograph.
HmS :4a~, z's7 COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF HEALTH * VITAL RECORDS
~.~.,.~ CERTIFICATE OF DEATH
........ BeVy M. Bowes ~4',~b02
~. 74 ~ : I ..8ep13.1928~. Mechanicsburg, Pa. ~ ~
~ ~"~" ~,.. White
~. Cumberland ~. No~h Middleton Twp.. Church of God Nursing Home ~~.~
RetaiIGroce~ ~ ~ I[~ ~
4833 East Trmdle Road ]~ ,~. m. Pennsylvania ~ ~. ~ m ~. Hampden
,, Mechanicsburg. Pennsylvania 1705 ~ ,~ c~ Cumberland ~*
Benin
m. George Sara Bricker
~. Samuel B. ~aley ~ 425 Parr 693 State 1 Dorado, Pue~o Rind 00646
c,~ ~.~.~ ~ Dec 17, 2002 ~{ Mechanicsburg Cemete~ ~,~ Mechanicsburg, Pennsylvania
! 7055
FD-014318-L ~ Myers Funeral Home Inc. 37 East Main Street Mechanicsburg, Pa 17055
December 14, 2002
I~.
~ ~ ~ 0 ~ 0 ~ co~,.,~,.~ E] I~ I~
LAST WILL AND TESTAMENT
OF
BETTY MAE BOWES
I, BETTY MAE BOWES, of the Township of Hampden, County of Cumberland
and State of Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this my Last Will and Testament, hereby
revoking and making void any and all prior Wills by me at any time heretofore made.
1.
I direct the payment of all my just debts and funeral expenses as soon after my
decease as the same can be conveniently done, including the payment out of the principal
of my general estate, of all inheritance and succession taxes which may be assessed in
consequence of my death. -.- -
2.
I give and bequeath all the rest, residue and remainder of my estate, of whatsoever
nature and wheresoever the same may be situate, to my husband's nephew, ANDREW H.
WHALEY, my husband's nephew, SAMUEL B. WHALEY, and to my sister-in-law,
BONNIE B. FRINK, share and share alike, with the stipulation however, that should
-1-
any of the above named three(3) legatees predecease me, then in such event I direct that
their share in my estate be paid over and distributed to the surviving members of said
three (3) legatees, share and share alike and should two (2) of said legatees predecease
me, then in such event, I give and bequeath my entire residuary estate to the surviving
member of said legatees, absolutely and unconditionally.
LASTLY, I nominate, constitute and appoint my nephew, SAMUEL B.
WHALEY, Executor of this my Last Will and Testament, and direct that my said
personal representative be excused from posting bond or other security for the faithful
performance of his duties, in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ' ~'~ t r~lay
of September, A. D. 2000.
_/~~ ~. ~ (SEAL)
BettyOMae Bowes
Signed, sealed, published and declared by the above-named, BETTY MAE
BOWES, as and for her Last Will and Testament, in the presence of us, who, at her
request and in her presence, and in the p~e~nce of each other, have hereunto subscribed
our names as witnesses. (~~/~,~~of/pt~/.~/?//~.~,. / ~
-2-
COMMONWEALTH OF PENNSYLVANIA )
'SS
COUNTY OF CUMBERLAND )
I, BETTY MAE BOWES, the testatrix, whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the same instrument as my Last Will and
Testament; that I signed it willingly, and that I signed it as my free and voluntary act and
deed, for the purposes therein expressed.
(SEAL)
Mae Bowes
Sworn and subscribed to before
me this Z 5't'~ day of September, 2000.
I
~bu~ ~, C~ ~
Public
~em~, ~nnsytvan~ A~iatt~ ot Notar~
CO--ONe. TH OF PE~S~VANIA )
'SS
CO~TY OF C~E~~ )
We, the undersigned, J. ROBERT STAUFFER and SUSAN A. McCOY, the
witnesses whose names are signed to the attached or foregoing instrument, being duly
qualified according to law, depose and say that we were present and saw the testatrix,
BETTY MAE BOWES, sign and execute the instrument as her Last Will and
Testament; that the said testatrix executed it as her free and voluntary act for the purposes
therein expressed; that each of us, in the hearing and sight of the testatrix, signed the Will
as witnesses; and that, to the best of our knowledge, the testatrix was, at the time,
eighteen (18) or more years of age, ofgo6n~ minjl,~md under no constraint, duress or
undue influence. / /f/./~ ~'"'~-- /~,d
Sworn and subscribed to before / -~--
me this 2~5' ~'~day of September, 2000.
Notary Public
LAST
WILL AND TESTAI~ENT
OF
BETTY MAE BOWES
J. ROBERT STAUFFER
ATToRNt/y AT LAW
M.~KET SQUARE BUILDII~G
MECHANICSBURG, PA. 17055
CERTIFICATION OF NOTICE UNDER RU! ~F. 5.6(a)
Name of Decedent: Betty Mae Bowes, a/k/a Betty M. Bowes
Date of Death: December 14, 2002
Will No. Admin. No. 21-03-0066
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
January 25, 2003
Name Address
Mr. Andrew H. Whaley DIN//O2B2347, Eastern NY Correctional Facility
Box 338, Napanoch, New York 12458-0338
Bonnie B. Frink 143 West Cayuga Street, North Norwich, New York 13814
Samuel B. Whaley PMB 376, 425 Can-. 693, Suite 1, Dorado, Puerto Rico 00646
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: January 25, 2003
CHARLES E. SHIELDS, III
6 Clouser Road
Mechanicsburg, PA 17055
Telephone: (717) 766-0209
Counsel for Personal Representative
,~o ~x,~-~; COMMONWEALTH OF REV-1500
',~ '~ PENNSYLVANIA
.~-, ~ DEPARTMENT OF REVENUE ......
r~~..~ ~E~T.~o~o~ INHERITANCE TAX RETURN ~/ - ~ 3 g ~ ~ ~ ~
~~ .A~m.u~, ~2~-o~o~ RESIDENT DECEDENT ~ ~ -- ~u~
DECEDENTS NAME (~ST, FtRGT, AND MIDDLE INITIAL) SOCIAL SECURI~ NUMBER
DA~ OF D~TH (MM-OD-Y~R) BATE OF BIRTH (MM-DD-Y~R) THIs R~URN MUsT BE FILED IN DUPLIOA~ ~H THE
IP -/~-- Zbb2 9 --!~ --/PPg REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (~ST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURI~ NUMBER
~/~ _ _
C~ 1. Odginal Return E~ 2. Supplemental Return [--] 3. Remainder Retum (date of death POor to 12-13~2)
~ 4. Limited Es~te ~ 4a. Future Interest Compromise (~, Bid,th a~r 12-12~) ~ 5. Federal Es~te Tax Return Required
~ 6. Decedent Died Tes~te (A~ ~y of wi,) ~ 7. Decedent Mainlined a Living Trust (A~ ~py of T~) ~ 8. Total Number of Safe Deposit Boxes
~ 9. Li~gation Precis Received ~ 10. Spou~l Pove~ Cr~it (dam d d.a~ ~ ~2-3~-9~ a~ ,-~-~5) ~ 11. Ele~ion to tax under Sec. 9113(A)(A~= S~ O)
THIS SECTION'MUST BE COMP~TED.ALL C~ESPON~NCE::AND.~NFI~NT~ T~ INFORMATION SHOU~ BE DIRECTED TO:
~ -- Z ~ ' I' .~ ~ t GADDRESS
CNh~&~ ~.' ~/E~ ~ I
FIRM NAME (~f~,) -
I
7/7 7~6 oZoq I
TELEPHONE NUMBER
~. Real Estate (~uleA) (I) -- ~ -- :B ~,, OFFIGIAL USE ONLY
2. Stocks and Bonos (S~edule B) (2) -- O -- ~_:
3. Closely Held Co~m~on, Pa~emhip or Sol~Pmpdetomhip (3) -- 0
4. Me,gages & Notes R~ivable (S~ule D) (4) ~ ~ ~
5. Cash, Bank Deposi~ & Mi~llan~us Pe~onal Pmpe~ (5) ~ ~ ~ ~ ~/, ~
(Schedule E) .
6. Jointly ~ned Pm~ (Schedule F) (6) ~ O ~
~ S~mte Billing R~ue~
7. Intar-VNos Trans~ & Mismllan~us Non-Probate Pm~ (7)
(Sch~ute G or L)
8. T~ ~, ~ (to,~ Lms ~-7) · (8) G /~ ~ ~/.
9. Funeral ~nses & Admini~five ~s~ (Sch~ule H) (9) / ~ir ~O ~ ~ 7
10. Deb~ of Decedent, Me,gage Liabili~es, & Liens (S~edule I) (10) ~ ~ ~O, ~ ~
11. T~I D~u~ons~(to~l Lines 9 & 10) (11)
12. Net Value of ~tae (Line 8 minus Line 11) (12)
13. Chad~ble and Governmental B~ues~S~ 9113 Tms~ ~r which an elec~on to ~x has not ~n (13)
made (S~edule J)
14. Net Value Subject to Tax (Une 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) O x .0 g) (15)
16. Amount of Line 14 taxable at lineal rate 0 x .0 Z/~,,.~ (16)
~ x .12 (17)
17. Amount of Line 14 taxable atsiblingrate )~ qT/ /'~'[, ~
18. Amount of Line 14taxable at collateral rate x .15 (18) '7!
19. Tax Due (19) ~g' 7..
> ~ .BE SURE TO ANSWER ALL QUES~ONS ON REVERSE. SIDE AND RECHECK MATH < ·
Decedent's Complete Address:
STREET ADDRESS ~& ,,~,.~ ~'~O"T 7-,~//I/'.~Z 6 ~/I~,z:> ~ ~ .
CITY p~,]~- L~/p,/jc/y,/.O O- g dX ~. ISTATE Pt I ziP
Tax Payments and Credits:
1. Tax Due (Page1Line19) (1) '7, //7. 7'7
2. Credits/Payments
A. Spousal Poverty Credit
B. Pdor Payments
C. Discount ~
Total Credits ( A + B + C ) (2)
3, Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line l + Une 3 is greater than Line 2, enter the difference. This isthe TAX DUE. (5) 7~, ZIP'.
A. Enter the interest on the tax due. (5A) ~)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) '~ '7, //~.. '7 7
Make Check Payable to: REGISTER OF WILLS, AGENT
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; .......................................................................................... [] []
b. retain the dght to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] []
d. receive the promise for life of either payments, benefits-or care? ...................................................................... [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without reCeiving adequate consideration? .............................................................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or secudty at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probata property which
contains a beneficiary designation? ........................................................................................................................ [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedulec and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer ether than the personat represental~ve is based on all information of which preparer has any knowledge.
SIGNATURE ~RSON RESPONSIBLE FO.~. FILII~J,G RETURN DAT~ .-.-- /
ADDRESS -~',4c~4/~'/- ~'. ~',f',4-~'y /
SIG~PAR~ ~S~TATIVE DATE
ADDRESS ~/./,,4~-/~-[---~..~' ~.. ~/'~/~"~.~;)S ~
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 3°/°
[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 0% [72 RS. §9116 (a) (1.1) (ii)].
The statute d~es 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 on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 RS. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or fo~' the use of the decedent's lineal beneficiedes is 4.5%, 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 12% [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.
SCHEDULE E
COMMON~VEALTH Or PENNSY'VAN,A CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
RES,DEUT DECEDENT PERSONAL PROPERTY
ESTATEOF ~/.4j~.,~,/ ~~7'/y ~ FILENUMBER
Include ~e pro~eds of I~ga~on and ~e date the premeds were r~ived by the es~. All pro~ ~int~ed ~h the right of suw~omhip must be disclos~ on Schedule F,
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF D~TH
1. ~g ~/~ ~. / ~CC~. ~. ~P? ~77 /37 ~ I, ~?~. /~
TOTAL (Also enter on line 5, Recapitulation>
flf more space is needed, insert additional sheets of the same size)
PNCBAN
March t3, 2003
Charles E. Slfields, 11I
6 Clouser Road
Mechamcsburg, PA 17055
RE: Estate of Betty Mae Bowes, deceased
SSN: 207-22-0083
DOD: 12/1,4/2002
Dear Mr. Shields:
In response to your request for Date of Death balances for fl~e customer noted above, our
records show the following:
Checking Account
Account #5070077 i 37 Established 01/01/1979
BETFY bl BOV, rES
DOD balance: $61,690.15 + $1.35 accrued interest
For Brokerage information, please call 1-800-762-6111. INV #16986510 and #17367429
Please note zhm this office only provides date of death balances for deposit accounts
(IRAs. CDs, Checking and Savings accounts). We do not process any financial
Wansactions or provide statements. If you need assistance with any of these ~tems,
please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank bra_neb.
office
Sincerely,
Rachelle Wells
1-800-762-1775
P7-PFSC-04-F
500 first Ave.
Pittsburgh PA 152 t 9 Member FDIC
TCfTPlL F'. IZI!
Inventory for BeVy Bowes m time of Demh.
December 02
3 Bookcases - handmade-unpainted-4 shelves, 5ft. high - 40" wide - 9"
deep.
weather radio
27" TV
VCR
Radio
Small amount of costume jewelry
Metal 4 drawer filing cabinet
Approx. 840 VCR tapes.
Approx. 300 cassettes
40 to 50 pictures with frames ( landscapes )
Approx. 800 Travel, WW II and movie books.
Approx. 300 comic books
t junk straight chair
Wheel chair and walker ( donated to the Church of God Home, Carlisle,
Pa. )
Approx. 20 paper weights
.REV-15~1 EX+ (12-99) .
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNEP, AL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) .5/4/k/U ~"/- ,~. ~,/~/--~-Y ,..~,
Social Security Number(s)/EIN Number of Personal Representative(s) O ~'O~ --/2/0-
Street Address F/'J~ ~7f¢., /-f~,.~ ~'"~. ~,~.~ ,~'~/7'~'/
City ~)O ~/¢rj~O State I~-/~2. Zip
Year(s) Commission Paid:
2. AttorneyFees CH~,'~-L~-~ ~,, ~H/~'~.~)5 ~ ~3, 0~,,~',~
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant /~/¢~' E'/_/ G /,~ /_~'
Street Address
City State Zip
Relationship of Claimant to Decedent
4. ProbateFees ~-21/.D P~/~./N,,~ /~$~¢' ~'~ ~H~T C-~/'~"'/~'/c,,¢1-~'¢'
5. Accountant's Fees
6. Tax Return Preparer's Fees
TOTAL (Aisc enter on tine 9, Recapitulation)
(If more space is needed, inse~ additional sheets of the same size)
Internet Mail Message
Received from host: p68.travelocity, com [151.193.167.140]
Travelocity ReservatiOns To: Sam Whaley-SB/PGI
<tcy @ travelocity.com> cC:
Subject: Travelocity Reservation Information ~
01/14/2003 12:55 AM
Please respond ,to
tcy @travelocity.com
Dear Travelocity Customer:
Thank you for making your travel arrangements through Travelocity.
We've included a copy of your prospective itinerary below for your records.
Should you have a need to review these arrangements, please visit the
following URL and select your Trip ID:
http://dps~.trave~city.c~m:80/~gn~gin.ct~?Service=TRAVEL~CITY&LANG=EN&tr-m~du~e=RET
R
Your Travelocity Trip ID is: 697187839066
Itinerary for:
SAMUEL WHALEY
Please note that fares are not ~uaranteed until tickets are issued and that
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Customer Service Center: In the United States call 888-709-5983
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Your Trip Details
Flight: US Airways flight 791 (Non-Stop)
Depart: San Juan,Puerto Rico (SJU) - TERMINAL B
" Wed, Jan 22 at 4:15pm
Arrive: Charlotte, NC (CLT) - Terminal Information Unavailable
" Wed, Jan 22 at 7:08pm
Seat: 2lB (Boeing 767 Jet)
Meal: Snack/Brunch
Status: Confirmation Code DFTPPR
Flight: US Airways flight 254 (Non-Stop)
Depart: Charlotte, NC (CLT) Terminal Information Unavailable
" Wed, Jan 22 at 8:05pm
Arrive: Harrisburg INTL, PA (MDT) - Terminal Information Unavailable
" Wed, Jan 22 at 9:32pm
Seat: 16A (Airbus Jet)
Meal: No Meal Served
Status: Confirmation Code DFTPPR
FliGht: US Airways flight 3745 operated by US AIRWAYS EXPRESS-ALLEGHENY
AIRLINES (Non-Stop)
Depart: Harrisburg INTL, PA (MDT) - Terminal Information UnaVailable
" Sat, Jan 25 at 2:00pm
Arrive: Philadelphia, PA (PHL) TERMINAL F
" Sat, Jan 25 at 2:42pm
Seat: Check in at Airport for Seat AssiGnment. (Dehavilland Dash 8
Turboprop)
Meal: No Meal Served
Status: Confirmation Code DFTPPR
FliGht: US Airways flight 99 (Non-Stop)
Depart: Philadelphia, PA (PHL) - TERMINAL B
" Sat, Jan 25 at 6:10pm
Arrive: San Juan,Puerto Rico (Sd-G) - TERMINAL B
" Sat, Jan 25 at ll:00pm
Seat: 21C (Boeing 757 Jet)
Meal: Snack/Brunch
Status: Confirmation Code DFTPPR
Airfare Summary-Prices shown in U.S. dollars Total: USD 387.30
Travelers Price per person Taxes & Fees Total Price
1 adult 338.50 48.80 387.30
Delivery Information
Your tickets will be delivered to:
SAMUEL WHALEY
PMB 376
425 CARR 693 SUITE 1
DOR/kDO PUERTO RICO 00646 PUERTO RICO
787-796-0238
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HECH-BURG PA 17655
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COMFORT INN WEST Account: 144886
6325 CARLISLE PIKE Date: 01/25/03
MECHANICSBURG, PA 17055 Page: 1 of 1
,. c.o,c~ .or.~s (717) 790-0924 Room: 219 SL11
Arrival Date: 01/22/03 22:17
Departure Date: 01/25/03 09:01
Frequent Traveler ID:
You were checked out by: LS
You were checked in by: LS
WHALEY, SAM ,
887 CALLEGAVEIOTA
DORADO, PR 00646
01/22/03 ROOM CHARGE #219 WHALEY, SAM 59.99
01/22/03 STATE TAX STATE TAX 3.60
01/22/03 OCCUPANCY TAX OCCUPANCY TAX 1
01/23/03 ROOM CHARGE #219 WHALEY, SAM 59.99
01/23/03 STATE TAX STATE TAX 3.60
01123/03 OCCUPANCY TAX OCCUPANCY TAX 1.20
01/24/03 ROOM CHARGE #219 WHALEY, SAM 59.99
01124/03 STATE TAX STATE TAX 3.60
01/24/03 OCCUPANCY TAX OCCUPANCY TAX 1.20
01/25/03 VISA PAYMENT VISA PAYMENT -194.37
Acct: XXXXXXXXXXXX8048 Exp: 06/05
Balance Due: 0.00
If payment by credit card, I agree to pay the above total charge amount according to the card issuer agreement.
COMFORT INN WEST Room! 219 Merchant Number:67658150008
6325 CARLISLE PIKE Arrival Date: 01/22/03 Approval Number: 15010
MECHANICSBURG, PA 17055 Departure Date: 01/25/03 Card Type:VI
· , c.o,~, ,OT,L, (717) 790-0924 Account: 144886 Date:l/25/2003
Frequent Traveler ID: Card Number: XXXXXXXXXXXX8048
Credit Card Expiration: 06~05
Total: 194.37
If payment by credit card. I agree to pay the above total charge amount according to
the card issuer agreement.
SAM WHALEY
887 CALLEGAVEIOTA
DORADO, PR 00646 x
:.,r 02 3426 3973 I
PASSENGER TICKET AND BAGGAGE CHECK
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STAPLES 365 SAVINGS
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5850 Carlisle Pike
Mechanicsburg, PA 17055
(717) 795-7590
SALE 177647 7 001 51385
0643 01/24/03 10:14
QTYSKU 0UI~ PRICE
71810301'~~
1 AHERICAN TOURISTER
023572307971 19.98
SUBTOTAL 26.55
Standard Tax 6,002 1,59
TOTAL $28.14
Visa 28,14
Card No.: XXXXXXXXXXXX8048
Auth No.: 015494
TOTAL TTEMS 2
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with Staples-brand products.
THANK YOU FOR SHOPPING AT STAPLES!
6-12 Nlii,,'CH BOB EVANS ~O212
:~.gh~l~ ~,)t le./l]ougla,s i~Lel ilar ii, hal 5302 Carlisle Pike
Char ~ otte, NC ~,~echanicsburg, PA
,~ ~ 4 C)O001'! g",?~
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'}~ u b L o t a i 6,27 EXP. DAI-E:
Tax 0.47 AUTH. ~: 015160
~mt Paid ~ . 74
Change Due 3.26
~Ou FOR
*
BOB EVANS t10212
.5302 Carli:~ ~. BFIB EVANS ¢i..12 'I :;:t
MeOilaIlt :::St f ':_;:.t. ,.:.>]t..,~.c.-,s, Cart isle P-~i,.e
t,techanicsburg, F',~
O ~'-de t- ~1'0043
ui/24..,'2fi02 RL~501 9:08 Order" ¢ 0082
?;::;,. L E q.: I O. 36 01/25/2003 RObD2 9:47
1 i.t~ ~; 0,00 SALE $ 10.04
.............. TIP $ 2. O0
TOTAl., $ 10.
ViSA .'<?,X.:~;<x,-:<XXXXS048 TOTAL. $ 1 2. O4
IS'SOL) i0''¢;i!Ai~ f SAMUEl B
EXP uxlE' uB/O5 VISA
' , ,-~ ~' ISSUED
AUTH. ~: O,]Jo Io
EXP. DALE: 06/{ 5
AUTll. ~: 045548
IHANK YOU FOR V!Sll'Iaa
BOB EVANS
Mecianicsburg, PA
*************************************
* Mechan iud;burg, PA
..... '- !n 7':".
- ' ('four Servke:As~iStan~)~:;
,~,.,,,~E~.,~_9,, ~ SCHEDULE !
COMMONYVE^L'rN OF PENNS':LV^N,^ DEBTS OF DECEDENT,
INHERITANC~RESiDENT DECEDENTTAX RETURN MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
~ SCHEDULE J
COMMONW~'TH~ OF PENNSYLVA.,^ B E N E F IC IARIES
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATEOF "J~oCO~-.5~ /~_.c'7"7',V' ~E FILENUMBER ~/- O~
RE~TIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY ~ Not List Trustee(s) OF ESTATE
I. TA~BLE DISTRIBUTIONS (include outdght spousal distributions)
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART ]-[ - 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)
L4ST II'ILL AND TEST,4MENT
OF
BF. TTY M.4E BOWES
l. BETTY MAE BOWES. of thc '1 ownship of Hampden. C'~tm~3 of CtlnlbcrJ~/ld
and S~ate oi: Pennsyl~'ani~ being of sound and disposing mind. memot3 and
~ndcrslanding. d,~ make. publish and declare this my Last Will and Testament. hcreb)
rev.(~king and making void an? and ali prior ~'ills by me at any time herelofi)re made.
I direct Ihe payment of ail my jus~ &bls and ~neral expenses as soon after my
decease as the same can be conveniently done~ inck~ding the payment t~ut ol'lhe principal
tff my general estate, of all i~efitance and succession ~axes which ma5 be assessed in
cc~n~equcnce ~[' n13
2.
I give and bequeath alt lhe rest. residue and remainder of my estate, of whatsoever
nature and wheresoex er ~he same may be situate, to my husband's nephe~. ANDREW H.
WHAI.EY. my h~sband's nephe~¥. SAMUEL B. WHALEY, and Ia n~y sister-in-la~.
BONNIE B. FRINK. share and share alike, with the stipulalion however, lhat should
aa.~ ol' d~c abtwe named threel3 ieeatees predecease me. lhen in such evem I direcl thai
their share ia my estate bc pa~d over and distributed to the sutw'iving members of said
three t3i legatees, share and share alike and shoukl ~','o ~2) of said legatees predecease
mc. then in such c'~ enl. I eivc and beqaeath my Chi/re re~iduar~ estate to lhe surx iving
memb¢r o(said legatees, absolutely and unc~ndit dually.
LASTLY. I nominate, constitu~-c and appoin! my nephew. SAMUEL B.
WI.IALEY. Execator of ~his my last g,"ill and Testamen[ rind direcl ~hat ny said
personal represcrdative be excused ti-om pos[lng bond or o~her securits., for Ihe lhith ful
pcrr'om'~ance c}t' his duties, in any jurisdic ion.
IN WfFNESS WIIERliOF. t hax.'e hereumo set my hand and seal ~his D~"'/3~av
of Scp[cmber. A. t). 2000.
ue~JMae Bo~ cs
bigned, scaled, published and d~:'clared by the above-named, BETTY MAE
BOWES. as and fi~r her last Wilt and -festamem. in ~he presence of us. who. at her
rcqucsl and in her presence, and in [itc presence of each o~hcr, have hereunto subsc~bed
our names as ~ in esses
. _ ..... ..... . ........
(.
COMMONWIiA],I'H O[:' PkNN~'¥'I.VANIA )
CO[~TY OF CUMBERI. ANI~ )
I. BETTY MAE BOWES. lhe testatrix, whose name is signed to the anached or
Ibregoing inslmment, having been dul~ qualified according Io law. do hereby
acknowledge that I signed and exeeuled the same instrument as my kast Will and
I'eslam~: Ihat I signed it willingly, and that I signed it as my flee and volunta~~ ac~ and
deed. tbr Ihe ptt~oses therein express;ed.
/&&, ; .. .:
Bet~' Mac
Sworn and subsmbed to before
mc this ~ ~ r~day of September. 2000.
COMMONWEAI.'H{ OF P~N~S~VANIA }
(?OI~NTY OF CI~M[H:~RI.ANI) )
We. Ihe tmdcrsigned. J, ROBERT STAUFFER and SUSAN A, McCOY. the
w messes whose names are signed io the aaached or lbregoing instrument, being duly
qualified according to iaxv. depose and say ~hat we were present and saw the leSlalfix.
BETTY MAE BOWES. sign and exectne ihe inslrumcnt as her l.ast Will and
Yesmment: that the said testatrix executed it as her free and volm~taD' act Ikar the pu~oses
lhcrein expressed: Ihal each of us. in ~he hearing and sight of Ibc testatrix, si~cd tl~c Wilt
as w ~ ~esses: and Ibal. Io lhe besl of our knowledge, the testatrix was. at Ihe lime.
eiahtecn I I 8 i or more xears of uae. o1:' soun~ min~-gnd trader no constrainL duress
or
ulldu~ infk~enc¢ "/ . . . ....
_
_~.~..~.., .~ /,. ~ .............
Sw,~m and st bscribcd to bctbre
me this []--:' ";da} of September, 2000.
N :,taxx' Pd~lic
[ -' - ~ ~ -3-
~ Capozzi
,4ster of Wills
nberland County Court House
ourt Square
'lisle, PA 17013
COMMONWEALTH Of PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002939
SHIELDS CHARLES E III
6 CLOUSER ROAD
MECHANICSBURG, PA 17055
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold
101 $7,117.77
ESTATE INFORMATION: SSN: 207-22-0083
FILE NUMBER: 2103-0066
DECEDENT NAME: BOWES BETTY MAE
DATE OF PAYMENT: 08/25/2003
POSTMARK DATE: 08/21/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 1 2/1 4/2002
TOTAL AMOUNT PAID: $7,117.77
REMARKS: SAMUEL B WHALEY C/O CHARLES
E SHIELDS III ESQUIRE
CHECK# 1005
INITIALS: JA
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMON#EALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 180601
HARRISBURG, PA 17118-0601 NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DISALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RE¥-15~7 EX AFP COl-M)
DATE 10-15-Z003
ESTATE OF BONES BETTY M
DATE OF DEATH 12-1q-2002
FILE NUHBER 21 03-0066
~.;, :_ ~,i ~i? ~'~ '~'~ COUNTY CUMBERLAND
CHARLES E SHIELDS III ACN 101
6 CLOUSER RD
MECHANICSBURG PA 170.55 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF MILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR
DISALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF BONES BETTY MFILE NO. 21 03-0066 ACN 101 DATE 10-13-2003
TAX RETURN #AS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERS=.
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estate (Schedule A) (1) . O0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) . O0 credit to your account,
$. Closely Held Stock/Partnership Interest (Schedule C) ($) . O0 submit the upper portion
q. Mortgages/Notes Receivable (Schedule D) (q) . O0 of this form with your
$. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 61;891.50 tax payment.
6. Jointly Owned Property (Schedule F) (6) . O0
7. Transfers (Schedule G) (7) .00
8. Total Assets (a) 61,891.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H) (9) lq,Z08.97
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 230.69
11. Tote1 Deductions (11) 14. 439.66
12. Net Value of Tax Return (12) q7,q51.8q
15. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) . O0
lq. Net Value of Estate Subject to Tax (lq) q7,q51.8q
NOTE: If an assessment was issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 w111
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line lq et Spousal rate (15) . O0 X O0 = . O0
16. Amount of Line lq taxable at Lineal/Class A rate (16) . O0 X Oq5 = .00
17. Amount of Line lq at Sibling rate (17). . O0 X 1~ = . O0
18. Amount of Line lq taxable et Collateral/Class B rate (18) q7,q51.8q x 15 = 7,117.77
19. Principal Tax Due
(l~)-- 7,117.77
TAX CREDITS:
PAYMENT I ReCeZPT DZSCOUNT
DATE I NUHBER INTEREST/PEN PAID (-) AHOUNT PAID
08-21-2003 I CD002939 .00 7,117.77
TOTAL TAX CREDIT I ?,117.??
BALANCE OF TAX DUEI . O0
INTEREST AND PEN. / .00
TOTAL DUE ~ . O0
w IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS RE~IJZRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
RESERVATION: Estates of decedents dying on or before December 1Z, 1982 -- 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
1ifa or for years, the Commonmealth hereby expressly reserves the rlght to appralse and assess transfer Inheritance Taxes
at the lemful Class B (collateral) rate on any such future Interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (72 P.S.
Section 9140).
PAYHENT: Detach the top portion of this Notice and submit mith your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REGIS?ER OF #ILLS, &GENT
REFUND (CR): A refund of a tax credit, ahich mas not requested on the Tax Return, amy be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at the Office
of the Register of Hills, any of the Z~ Revenue District Offices, or by calling the specie1 Z4-hour
ansusring service for fores ordering: 1-BOO-36Z-ZO50; services for taxpayers mith special hearing and / or
speaking needs: 1-800-447-30Z0 iTT only).
OBJECTIONS: Any party in interest not satisfied mith the appraisement, alloaance, or disalloaance of deductions, or assessment
of tax (including discount or interest) as sho.n on this Notice must object mithin sixty (60) days of receipt of
this Notice by:
--mrittan protest to the PA Department of Revenue, Board of Appeals, Dept. Z81OZ1, Harrisburg, PA 171ZB-lOZ1, OR
--election to have the matter determined at audit of the account of the parscnal representative, OR
--appeal to the Orphans' Court.
ADHIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in ~riting to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Revise Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page S of the booklet "Instructions far Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanatien of administratively correctable errors.
DISCOUNT: If any tax due is paid ,ithin three (3) calendar months after the decadent's death, a five percent (BX) discount of
the tax paid is allo~ed.
PENALTY: The 15Z tax amnesty nan-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the saaa sannsr and in the the sase ties period as you mould appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning aith first day of delinquency, or nine (9) months and one (1) day free the date of
death, to the date of payment. Taxes .hich became delinquent before January 1, 198Z bear interest at the rate of
six (6Z) percent par ennue calculated at e daily rate of .000164. A11 taxes mhich became delinquent on and after
January 1, 198Z .ill bear interest et a rata ,hich mill vary from calendar year to calendar year aith that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO3 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Yaa.__r Rate Factor
1982 ZOZ .000548 1987 9X .OOOZ47 1999 7Z .00019Z
1983 16Z .000438 1988-1991 11Z .0003~1 ZOO0 8Z .000Z19
1984 llZ .000301 199Z 9X .000247 2001 9X .000Z47
1985 13Z .000356 1993-1994 7Z .O0019Z ZOOZ 6Z .000164
1986 10~ .000Z74 1995-1998 9~ .000Z47 ZOO3 5~ .000137
--Interest is calculated as folloas:
XNTEREST = B&L&HCE OF TAX UHP&ZD X NUHBER OF D&¥S DELXHQUENT X D&IL¥ INTER;ST F&CTOR
--Any Notice issued after the tax becomes delinquent ail1 reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date sho~n on the
Notice, additional interest must be calculated.
FIRST AND FINAL ACCOUNT
INCLUDING
PROPOSED DISTRIBUTION OF SAMUEL B. WHALEY, EXECUTOR
OF THE
ESTATE OF BETTY MAE BOWES aka BETTY M. BOWES
LATE OF HAMPDEN TOWNSHIP
CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED
21-03-0066
Date of Death December 14, 2002
Letters Granted January 23, 2003
Dates of Publishing Notices Cumberland Law Journal February 21, 28 and March 7, 2003
Dates of Publishing Notices Patriot News February 4, 11, 18, 2003
Covering the Period December 15, 2002 - October 31, 2003
Purpose of the Account: Samuel B. Whaley, Executor offers this account to acquaint interested
parties with the transactions that have occurred during his administration. The account also indicates
thc proposed distribution of the estate.
It is important that the account be carefully examined. Requests for additional information or
questions or objections can bc discussed with Samuel B. Whaley, Executor, c/o Charles E. Shields,
III, 6 Clouser Road, Mechanicsburg, PA 17055.
SUMMARY OF ACCOUNT
TABLE OF CONTENTS
Page # Amount
Proposed Schexlule of Distribution 4 $40,334.07
PRINCIPAL
Receipts 3
Real Estate 3 -0-
Cash and miscellaneous 3 $61,891.50
TOTAL RECEIPTS OF PRINCIPAL 3 $61,891.50
Disbursements 3-4
Funeral Expenses 3 $6,349.00
Fees and Commissions 4 $6,190.00
Miscellaneous Probate& Administrative Expenses 3-4 $1,669.97
Inheritance Taxes 4 $ 7,117.77
Debts of Decedent 4 $230.69
TOTAL DISBURSEMENT OF PRINCIPAL 4 $21,557.43
Receipts of Income 4 -0-
RECEIPTS OF PRINCIPAL
Real Estate -0-
Stocks and Bonds -0-
Cash and Miscellaneous
1. PNC BANK, N.A. Acer #5070077137 $61,690.15
2. Interest accrued to D.O.D. on item # 1 $1.35
3. Inventory of Personalty $200.00 $61,891.50
TOTAL RECEIPTS OF PRINCIPAL $61,891.50
DISBURSEMENT OF PRINCIPAL
Funeral Expense:
1. Myers Funeral Home $6349.00 $6,349.00
Administrative Expenses:
1. Probate and short certificates 97.00
2. Tax Return -Janet Brackbill, H&R Block 325.00
3. Additional Probate Fee 55.00
4. Advertising -Cumberland Law Journal 75.00
5.Advertising - Metro West Patriot News 87.91
6. Reimbursement to Executor for trip to and from 858.56
Puerto Rico to accomplish probate and long distance
calls and postage etc.
7. Filing Final Account (Estimate) 125.00
8. Filing fee for Inheritance Tax Return 15.00
9. Reimbursement to Charles E. Shields for certified 31.50 $1,669.97
mailings, photcopies, long distance calls.etc.
Inheritance taxes:
Paid on Account $7,117.77 $7,117.77
Fees and Commissions:
1. Executor~s fees 3095.00
2.Attorney's fees to Charles E. Shields~ III 3095.00 $67190.00
Debts of Decedent:
1. East Pennsboro Ambulance Service $ 91.50
2. Reimbursement to Charles E. Shields~ III £or $139.19 $230.69
payment advanced for PEBTF
TOTAL DISBURSEMENTS OF PRINCIPAL $21,557.43
Receipts of Income: 0
Disbursements of Income 0
Income Balance on Hand 0
RECAPITULATION
Total Principal Receipts $61,891.50
Total Principal Disbursements $21,557.43
Total Income Receipts '0
Total Income Disbursements 0
Balance on Hand for Distribution 40,334.07
PROPOSED SCHEDULE OF DISTRIBUTION
Samuel B. Whaley $13,444.69
Bonnie B. Frink $13,444.69
Andrew H. Whaley $13,444.69
TOTAL ................................................................................$40,334.07
4
Samuel B. Whaley, Executor of the Estate of BETTY MAE BOWES aka BETTY M. BOWES,
deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his
office, that foregoing First and Final Account is true and correct and fully discloses all the significant
transactions occurring during the accounting period; that all claims now outstanding against the
Estate; and that all taxes presently due from the Estate h~een paid. /~ ~.
Samuel B. Whaley, Executor [
Sworn and subscribed to before me this ~ 3 ~'' day of
A.D. 2003
Notary ~hablic
MELI88A L GRAY, ESQ.
C. ommi~n I~m~ February ~1~, L~X)7
5
LAST WILL AND TESTAMENT
OF
BETTY MAE BOWES
I, BETTY MAE BOWES, of the Township of Hampden, County of Cumberland
and State of Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this my Last Will and Testament, hereby
revoking and making void any and all prior Wills by me at any time heretofore made.
1.
I direct the payment of all my just debts and funeral expenses as soon after my
decease as the same can be conveniently done, including the payment out of the principal
of my general estate, of all inheritance and succession taxes which may be assessed in
consequence of my death. ---
2.
I give and bequeath all the rest, residue and remainder of my estate, of whatsoever
nature and wheresoever the same may be situate, to my husband's nephew, ANDREW H.
WHALEY, my husband's nephew, SAMUEL B. WHALEY, and to my sister-in-law,
BONNIE B. FRINK, share and share alike, with the stipulation however, that should
-1-
any of the above named three(3) legatees predecease me, then in such event I direct that
their share in my estate be paid over and distributed to the surviving members of said
three (3) legatees, share and share alike and should two (2) of said legatees predecease
me, then in such event, I give and bequeath my entire residuary estate to the surviving
member of said legatees, absolutely and unconditionally.
LASTLY, I nominate, constitute and appoint my nephew, SAMUEL B.
WHALEY, Executor of this my Last Will and Testament, and direct that my said
personal representative be excused from posting bond or other security for the faithful
performance of his duties, in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ' ay
of September, A. D. 2000.
~ '~ ~ (SEAL)
BettytfMae Bowes
Signed, sealed, published and declared by the above-named, BETTY MAE
BOWES, as and for her Last Will and Testament, in the presence of us, who, at her
request and in her presence, and in the prg~nce of each other, have hereunto subscribed
our names as witnesses.
COMMONWEALTH OF PENNSYLVANIA )
'SS
COUNTY OF CUMBERLAND )
I, BETTY MAE BOWES, the testatrix, whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the same instrument as my Last Will and
Testament; that I signed it willingly, and that I signed it as my free and voluntary act and
deed, for the purposes therein expressed.
'B~e ,. ~4~_t_ ~ (SEAL)
Mae Bowes
Sworn and subscribed to before
me this ~ 5~'A day of September, 2000.
Public /~,~r,~ ~.~. 6. coo' .J
Mem~, PennsyivamI Aisoci~tlOe o~ Notaae~
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
We, the undersigned, J. ROBERT STAUFFER and SUSAN A. McCOY, the
witnesses whose names are signed to the attached or foregoing instrument, being duly
qualified according to law, depose and say that we were present and saw the testatrix,
BETTY MAE BOWES, sign and execute the instrument as her Last Will and
Testament; that the said testatrix executed it as her free and voluntary act for the purposes
therein expressed; that each of us, in the hearing and sight of the testatrix, signed the Will
as witnesses; and that, to the best of our knowledge, the testatrix was, at the time,
eighteen (18) or more years of age, of..so~ min_.g,-~d under no constraint, duress or
undue influence. // /~r~/ / ~]___~ .//4/~
Sworn and subscribed to before / -~-
me this 2~' ~'Oday of September, 2000.
Notary Public
fo~ OOnl~ and ~ ~ ~ clay lo ~ written
o~,iecl~ ~ .a~ Amxxmt, ~ ~n given to
evs~ u~3ald claimanl and le every o~he~ ~so~
~ ~~~ ~or ~im an
eb~oluteiy and dtl~trlbutlon d~creed
tn ~ccor~lance with I~roposed $ched.
ale of distribution herewith.
c-. i.'
CHARLES E. SHIELDS III
Aq-I'ORNEY-AT-LAW
6 Clouser Road
MECHANICSBURG, PA 17055
STATUS REPORT UNDER RULE 6.12
Name of Decedent:?-~MaeB°wes
Date of Death: 12-14-02
Admin. No. 21-03-00066
will 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 whether administration of the estate is complete:
Yes_~_ No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes__ No__
-b. The separate Orphans' Court No. (if any) for
the personal representative's account is: ~
c. Did the personal representativ~ state an
account informally to the parties in interest? yes ~ u No
d. Copies of receipts, releases, joinde~s and
approvals of formal or informal accounts may be filed wit~ h the
Cerk of the Orphans' Court and may be attached to .this ~_~por~.
Date: 09-17-2004
Signature
Charles E. Shields, III, Esquire
Name (Please type or print)
6 Clouser Road, Mechanicsburg, PA 17055
Address
~ 717 ) 766-0209
Tel. No.
Capacity: __Personal Representative
X Counsel for personal
~representative
(MAH:rmf/AM3)