HomeMy WebLinkAbout09-15-11' --~ REV-1500 Ex(°'-'°' 1505610143
a
PA Department of Revenue Penney vania
Bureau of Individual Taxes oeanRrMenTOFReveNUe OFFICIAL USE ONLY
PO BOX.280601 County Code near
Harrisburg, Pq 17128-0601 INHERITANCE TAX RETURN 2 1 1 0 File Number
ENTER DECEDENT INFORMATION BELOW RESIDENT DECEDENT 10 7 6
Social Security Number
Date of Death
4 2 6 6 6 8 6 5 0 Date of Birth
08 22 2010 07 10
Decedent's Last Name 19 3 9
B O WKE R Suffix Decedent's First Name
JR LEWIS MI
(If Applicable) Enter Surviving Spouse's Information Below W
Spouse's Last Name
B O WKE R Suffix Spouse's First Name
DOROTHY ELINOR M-
Spouse's Social Security Number E
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
FILL IN APPROPRIATE OVALS BELOW REGISTER OF WILLS
® 1. Original Return
^ 2. Supplemental Return
^ 3. Remainder Return (date of death
^ 4. Limited Estate prior to 12-13-g2)
^ 4a. Future Interest Compromise
(tlate of tleath after 12-12-82) ^ 5. Federal Estate Tax Return Required
® 6. Decedent Died Testate
(Attach Copy of Will) ^ 7. Decedent Maintained a Living Trust 0
(Attach Copy of Trust) B. Total Number of Safe Deposit Boxes
^ 9. Litigation Proceeds Received
^ 1 p. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
^ 11. Election to tax under Sec. 9113(A)
Name
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX( NFORMATION S
R I C BARD E C ONNE L L ESQ Daytime Telephone NumberBE DIRECTED TO:
717 23~ 8731
O = ~ :1~
-,-, ; _T,
REGISTER OF- ~~
First line of address ~ USE~LY
,rr1 -
2303 MARKET STREET ~ `'~ r'i
~ ,-~
... _..~
econd line of address '
_I~_.
T _rJ ~ _. -.r-i
' :- :~7'i
City or Post Office ~ ' 1 ~ G
t_. - ;-~
CAMP HILL State ZIP Code DATE FILED
PA 17011
Correspondent's a-mail address: C o n n e l l
@bmc-law.net
Under penalties of perjury, I declare that I have examined this return including accompanying schedules and statements, and to the best of
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer h
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETUR
~ as any knowledge. belief,
Dorothy Elinor Etheredge Bowker DATE
U~ / oil
726 Albe Ave., Mech '
a burg, P 17050
SIGN RE OF PRE~R OTHER T RE SENT I
ADDRESS Richard E Connell Esq DATE
2303 Market Street, Camp Hill, PA 17011 ~ ,
Side 1
1505610143
1505610143
~~~
REV-1500 EX
1505610243
Decedent's Name: B O W I(E R, L E W I S W J R Decedent's Social Security Number
RECAPITULATION
_ 4 2 6 6 6
_ 8650
1. Real Estate (Schedule A) ............................
......
.................................................... 1.
2. Stocks and Bonds (Schedule B).........
................................ .
3. Closely Held Corporation, Partnership or Sole-Proprietorshi
r
4 4 7 0 0 0
p (Schedule C).......... 3.
4. Mortgages & Notes Re
i
ce
vable (Schedule D) ......................
....................................
4
5. Cash, Bank Deposits & Miscellaneous Personal Property (Sch
d
e
ule E).....,..
6. Jointly Owned Pro e ~ 5'
P rty (Schedule F)
7. Inter-Vivos Tran
Reque
f
t
^
t 9 5 , 3 $ 5 . 1 6
s
s
ed............
ers & Miscellaneous Non
(Schedule G) 6.
-Probate Prop
erty
0 . 0 0
^ Separate Billing Requested
.............
8. Total Gross Assets (total Lines 1-7 ............. 7
) ....
......
8 4 ~ 2 41.9 7
.......................................
8
9. Funeral Expenses & Administrative Costs (Schedule H ............
~~
1 8 4' 0 9 7' 1 3
~-
.
......................... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .
...............................
10.
11. Total Deductions (total Lines 9 & 10) ............. ......
......
2 Net Value of Estate (Line 8 minus Line 11) 0 0 0
.......
................................. 12.
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) .............
....
1 8 ~ ' 0 9 7 ' 1 3
............................... 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)
.................................................
TAX COMPUTATION -SEE INSTRUCTIONS FOR AppLICABLE 14.
15. Amount of Line 14 t
RATES --~
1 S 4
~ 0 9 7 1 3
axable
at the spousal tax rate
or
,
transfers under Sec. 9116
(a)(1.2) X .00
16. Amount of Line 14 taxable 18 4 ~ 0 9 7 13 15.
at lineal rate X .045 0 . 0 0
17. Amount of Line 14 taxable 16
.
at sibling rate X 12
18. Amount of Line 14 taxable 17.
at collateral rate X .15
'18.
19. Tax Due .........................................
...........................................
.............................. 19.
0.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING
A REFUND OF AN OVERPAYMENT.
L 1505610243
Side 2
1505610243
REV-1500 EX Page 3
Decedent's Complete Address:
Bowker, Lewis W Jr
726 Alberta Ave.
c
Mechanicsburg
Tax Payments and Credits:
1 Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
3. Interest
ATE ZIP -
PA 17050
(1) _ 0.00
Total Credits (A + g)
(2)
(3)
(4)
(5)
0.00
File Number 21 _ 10 - 1076
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT.
0.00
~.01)
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN TH
1. Did decedent make a transfer and: E APPROPRIATE BLOCKS
a. retain the use or income of the property transferred :.................................................................................
b. retain the right to designate who shall use the prope Yes No
c. retain a reversionary interest; or ................. rty transferred or its income;.... ^
................................................................................................ x
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 with ^ ^
receiving adequate consideration? ................ out ^
.. 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate propert w ^ ^
contains a beneficiary designation? ................. ^ 0
IF THE ANSWER TO ANY OF THE ABOVE Y hich
_ __ _ -_ x
_.
QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS pq~ OF TH^E RETURN.
spouse is 3 percent [72 P.S. §9116 ~a 1.1 -
or dates of death on or after July 1 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfer
( )( )(qL
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the us s to or for the use of the surviving
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the
assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
statutoryhequirementsfordsclosu erofnt
For dates of death on or after July 1, 2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to
adoptive paren,, or a stepparent of the child is 0 percent [72 p S
• The tax rate imposed on the net value of transfers to or for the use of the(decedent's lin or for the use of a natural parent, an
72 P.S. §9116 1.2) [72 P.S.
§9116 (a) (1)]. eal beneficiaries is 4.5 percent, except as noted in
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 erc
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent
p ent [72 P.S. 9116 (a) (1.3) . q
w ether by bloo~ or adoption.
S
CHEDULE B
COM NHERITFlNCEOTgX RETURN ANIA STOCKS
RESIDENT DECEDENT & BONDS
ESTATE OF gOWker, Lewis W Jr
FILE NUMBER
_____ 21 - 10 - 1076
All roe -----
P P rty jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION --
1 Metropolitan Life Stock UNIT VALUE
Inv. ID 806536924235
08/20/10 -High 37.82/Low 36.85 i 37.25
08/23/10 -High 37.66/Low 36.66 ~
TOTAL ---
(Also enter on line 2, Recapitulation)
VALUE AT DATE OF
DEATH
4,470.00
4,470.00
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS
INHERITANCE TAX RETURN PERSON ' ~ MISC.
RESIDENT DECEDENT AL PROPERTY
ESTATE OF goWker, Lewis W Jr
FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All 21 - 10 - 1076
survivorship must be disclosed on schedule F.
property jointly-owned with the right of
ITEM
NUMBER
DESCRIPTION
1 Graystone Bank Acct. #3000052354
VALUE AT DATE OF
DEATH
95, 385.16
TOTAL (Also enter on Line 5, Recapitulatio
95,385.16
COMMONWEALTH OF PENNSYLVANIA SCHEDULE F
INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY
RESIDENT DECEDENT
ESTATE OF
Bowker, Lewis W Jr
FILE NUMBER
If an asset was made joint within one year of the decedent's date of death, it must be re orte 21 - 10 - 1076
SURVIVING JOINT TENANT{S) NAME p don schedule G.
Dorothy Etheredge Bowker ADDRESS
A 726 Alberta Ave. RELATIONSHIP TO DECEDENT
Mechanicsburg, PA 17050 Wife
JOINTLY OWNED PROPERTY:
ITEM LETTER DATE DESCRIPTION OF PROPERTY
NUMBER FOR JOINT MADE Include name of financial institution and bank account number or
TENANT JOINT similar identifying number. Attach deed for jointly-held real estate. DATE OF DEATH °~ OF
1 A 09/25/2007 VALUE OF ASSET DECD'S
Wachovia Bank NA INTERES
I Acct. #247402053154337 157,981.00 polo
(Entireties Property)
TOTAL (Also enter on line 6, Recapitulation)
DATE OF DEATH
VALUE OF
DECEDENTS INTEREST
0.00
0.00
• COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bowker, Lewis W Jr
~ FILE NUMBER
Tf.:_ _
• ••~~ ~~~~Cauie must be completed and filed if the answer to any of questions 1 through 4 on pag 2 ~7y s
ITEM DESCRIPTION OF PROPERTY
NUMBER Include the name of the transferee, their relationship to decedent DATE OF DEATH % OF
and the date of transfer. Attach a copy of the deed for real estate.
VALUE OF ASSET DECD'S EXCLUSION TgX,gBLE VALUE
Fidelity Investments INTEREST QF APPLICABLE)
100 Crosby Parkway, KC1E 84,241.97
Covington, KY 41015 84,241.97
(IRA -Payable to Dorothy Elinor Etheridge Bowker,
spouse of deceased)
INTER-VIVOSDRgNSFERS &
MISC. NON-PROBATE pROPERrv
TOTAL (Also enter on line 7, Recapitulation)
84,241.97
REV-1513 EX+(11-08)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bowker, Lewis W Jr
SCHEDULE)
BENEFICIARIES
NUMBER NAME AND ADDRESS OF PERSON(
RECEIVING PROPERTY
j. TAXABLE DISTRIBUTIONS[include outright spousal
distributions, and transfers
1 Dorothy Etheredge Bowkersec. s11s (a} (1.2}~
726 Alberta Ave.
Mechanicsburg, PA 17050
2 Melinda M. Bowker
726 Alberta Ave.
Mechanicsburg, PA 17050
3 Lewis W. Bowker, III
726 Alberta Ave.
Mechanicsburg, PA 17050
FILE NUMBER
RELATIONSHIP TO ~ 21 - 10 - 1076
DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE
Do Not List Trustee(s) (WOrdS}
($$$~
Wife
Daughter
Son
One Hundred
Percent
Enter dollar amounts for distributions shown above on lines 15 I rough 18 on Rev 1500 cover sh let, as a
II. NON-TAXABLE DISTRIBUTIONS: ppropriate.
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT T
AKEN
CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II _ ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 CO
VER SHEE
0.00
LAST WILL AND TESTAMENT
OF
LEWIS WARREN BOWKER, JR.
I, LEWIS WARREN BOWKER, JR., a legal domiciiiar
County, Mechanicsburg, Pennsylvania, bein y of Cumberland
mind and memory, do hereby make, g of sound and disposing
instrument to be my LAST WILL ANDpTESTAMENTa declare this
and all wills and codicils by me heretofore madehereby revoke any
IDENTIFICATIONSIAND DEFINITIONS
A. I am married to DOROTHY ELINOR ETHEREDGE BOWKER,
hereinafter referred to as "my S ouse."
MELINDA MARGARET BOWKER and LEWIS WARREN BOWKER,tIIIchiReference
in this Will to "mY Children" include these children and an
lawful children born to or adopted b me. Y other
to "my Minor Children" include all of m References in this Wiil
y Children who are, at the
time stated in the reference to them, under the age of twent -f'
years. Except as otherwise provided in this m
TESTAMENT, I have intentionall Y lve
y omitted to provi deSherTei n forD any
relatives or for any other person, whether claiming to be an heir
of mine or not .
B . The following def i ni ti ons obtai n i n any use of
in this Will: the terms
1. "Descendants" means the immediate and remote lawful,
lineal descendants of the person referred to, and it
means those descendants in being at the time they
must be ascertained in order to give effect to the
reference to them, whether they are born before or
after my death or of any other
who take under this Will as Descendants shalpetakes
by right of representation, in accordance with the
rule of per stirpes distribution and not in
accordance with the rule of per capita distribution.
Persons legally adopted when under the age of
fourteen years shall not be differentiated from
blood descendants for any purpose.
2. "Survive me" is to be construed to mean that the
person referred to must survive me by thirty days.
If the person referred to dies within thirty days of
my death, the reference to him shall be construed as
if he had failed to survive me.
Page 1 of 7 Pages
3. As used in this Will
"him, " ~' n . the words "Executor, " "Cle "
his, and the like shall be taken as
generic and applicable to a natural person of
either sex or a corporate person or other legal
entity.
~• I have served in the Armed Forces of the United States.
Therefore, I direct my Executor to consult the legal assistance
office at the nearest military installation to ascertain if there
are any benefits to which my dependents are entitled by virtue of
my military affiliation at the time of my death.
military status at the time of m Regardless of my
consult with the nearest Veterans Administrationtand Socialor to
Security Administration office to ascertain if there are any
benefits to which my dependents may be entitled.
II
PAYMENT OF DEBTS AND TAXES
I direct my Executor to pay the following as soon after my
death as may be practicable:
1. All of my just debts and the ex enses of m
illness, funeral and of the admpnistrationyofamy
estate; but my Executor need not accelerate and pay
those unmatured obligations which, in his opinion
it might be proper and more advantageous to retain
or renew and pay as they become due and payable
2. All inheritance, transfer, estate and similar taxes
(including interest and penalties) assessed or
payable by reason of my death, on an
interest in my estate for the y Property or
taxes. My Executor shall not pegp~re anycomputing
beneficiary under this will to reimburse my estate
.for taxes paid on property passing under the terms
of thi s Wi 11.
III
RESIDUARY ESTATE
A. I define "my Residuary Estate" as all of m
the payment of debts and taxes under Article II above,opncludinter
real and personal propert
to which effective di sposi ti onei svnotaogherwase made i n thi g
and ro ert ~ Property as
P P y as to which I have an option to purchase or a s W~11,
reversionary interest.
Page 2 of 7 Pages
B. I give my Residuary Estate to my Spouse if she survives
me.
C. It mY Spouse does not survive me, I direct my Executor to
divide and distribute my Residuary Estate as follows:
1. if MELINDA MARGARET BOWKER has not reached the age
of twenty-five years, one share of m
Estate to my Trustee, in trust for theRbenefatyof
said Child, according to the directions stated in
Article IV below; if MELINDA MARGARET BOWKER has
reached the age of twenty-five years, then this
share shall go to MELINDA MARGARET BOWKER;
2• if LEWIS WARREN BOWKER, III has not reached the age
of twenty-five years, one share of m
Estate. to my Trustee, in trust for theRbenef atyof
said Child, according to the directions stated in
Article IV below; if LEWIS WARREN BOWKER, III has
reached the age of twenty-five years, then this
share shall go to LEWIS WARREN BOWKER, III;
3 . i f any of my Children fai 1 to survive me, then hi s
share shall be distributed equally among his
descendants;
4• It any of my Children fail to survive me and leaves
no descendants, then his share shall be given to my
Children who survive me, as set forth i n
subparagraphs 1, 2, and 3,
D• If mY Spouse does not survive me and none of my Children
nor their descendants survive me, I direct my Executor to divide
my Residuary Estate as follows;
1. twenty-five percent to ROBERT T.
Richmond, Virginia or if BOWKER of
his descendants; he fails to survive me, to
2. twenty-five percent to EDWARD H,
Texas or i f he fails to survi ve meoWtoRh~s `Midland,
descendants;
3. twenty-five percent to SARAH DANISHEFSKY of New
Haven, Connecticut or if she fails to survive me,
to his descendants;
4, twenty-five percent to JOHN M.
Mississippi or if he fails to sBOvKve me,Mtolhisn~
descendants.
Page 3 of 7 Pages
CiC- ~
IV
ADMINISTRATION OF TRUST
A. The primary purpose of these trusts is the support,
maintenance, welfare and education of my Minor Children. To that
end, the Trustee may accumulate and add to principal the income
from principal to the extent permitted by law and shall pay or
apply such income as the Trustee elects not to accumulate to or
for the use of my Minor Children until the termination of the
trust.
B. In carrying out the purpose of these trusts, the Trustee
may distribute income and principal directly to my Children, if
authorized by law, or to the Guardian or to a person with whom the
Children reside, or on behalf of my Children to any other person.
Any and all payment or payments of any sum or sums, whether in
cash or in kind and whether from principal or income, payable to
or on behalf of my Children, shall be made upon the sole receipt
of the respective individual to whom the payment is made, and free
from anticipation, alienation, assignment, and pledge, and free.
from control by the creditors of any such Children, and shall not
be subject to any execution or attachment,
C. I do not wish to create, or permit to exist, uneconomical
arrangements of more harm than benefit to my Children. Whenever,
in the Trustee's good business judgment, a trust shall no longer
make good economical sense (presumably because of its small size)
in light of my Children's best interests, the Trustee is
authorized to take such steps, including terminating the trust and
turning its assets over to my Children or their Guardian, as he
shall deem in my Children's best interest.
D. The powers the Trustee may exercise in carrying out the
purpose of this trust are set forth in Article VIII below.
E. Upon twenty-fifth birthday of the beneficiary of any trust
established under this will, or upon his death, whichever event is
the first to occur, the trust shall terminate and the Trustee
shall distribute the remainder of the principal and accumulated
income to the beneficiary if he is then living. If the
beneficiary is no longer living, the Trustee shall distribute the
remainder in accordance with Article III above.
V
APPOINTMENT OF TRUSTEE
I appoint EDWARD H. BOWKER currently of Midland, Texas, and
ROBERT T. BOWKER, currently of Richmond, Virginia, as Joint
Trustee of any trust established under this Will. I request that
the Trustee not be required to furnish bond or securities.
Page 4 of 7 Pages
~~~
~-
Q~ ~.!~
VI
GUARDIAN
If my Spouse does not survive me and it is necessary to
appoint a Guardian for any one or more of m
ROBERT T. BOWKER of Richmond, Virginia, as Guardianeof theominate
and property of each of my Children who requires a Guardiaperslf
ROBERT T. BOWKER is unable or unwilling to serve as Guardian, I
nominate EDWARD H. BOWKER of Midland, Texas, to serve instead. I
request that no sureties be required on the bond of a Guardian
appointed under this article.
VII
APPOINTMENT OF EXECUTOR
I nominate and appoint my Spouse, DOROTHY ELINOR ETHEREDGE
BOWKER, as Executor of this my LAST WILL AND TESTAMENT. If
DOROTHY ELINOR ETHEREDGE BOWKER is unable or unwilling to serve in
this capacity, I appoint EDWARD H. BOWKER of Midland, Texas to
serve instead. I request that my Executor be permitted to serve
without bond or surety thereon.
VIII
POWERS OF FIDUCIARIES
My Executor and Trustee shall have the following powers, which
are to be construed in the broadest manner consistent with the
vali di ty of thi s Wi 11 and with thei r duties as f i duci ari es . The
powers stated herein are not intended to be exclusive, but shall
be in addition to those granted by law and shall also pertain to
any administrators or trustees who succeed the fiduciaries I have
appointed in Article V and VII above. These powers are:
1. to take possession of property, to keep it safely,
and to segregate it from other property owned or held
by the f i duci ary;
2. to retain and to invest in property, or an undivided
interest in property, including residential real
estate, for any period, whether or not the property
be of the character permissible for investment by
fiduciaries;
3. to sell, transfer, exchange, lease, rent, mortgage,
pledge, give options upon, partition and otherwise
dispose of real or personal property, at private or
public sale, for cash or upon whatever terms the
fiduciary deems advisable, without notice or order of
court;
Page 5 of 7 Pages
~~
4. to render liquid my estate, in whole or in part, and
to hold cash or readily marketable securities of
little or no yield for such period as my fiduciary
deems advisable;
5, to borrow in the name of my estate or of the trust,
upon whatever terms and conditions and for whatever
periods my fiduciary deems advisable for the purpose
of preserving, protecting or improving property held
by him;
6.
7.
8.
9.
10.
to pay, compromise, adjust, settle, compound, renew
or abandon claims held by my fiduciary and claims
asserted against my fiduciary, on whatever terms he
deems advisable, without prior court authority;
to distribute in cash or in kind, or
partly in cash
and partly in kind, in divided or undivided
interests, notwithstanding the fact that distributive
shares may as a result be composed differently;
to insure the property he holds as fiduciary against
the risks, and in the amounts he, in his discretion,
deems expedient, and to obtain and pay for life,
health, liability and other forms of insurance for
the beneficiaries of the trust, i n hi s discretion;
to employ attorneys, accountants, investment advisors
and other professional assistants including
depositaries, proxies, agents, and appraisers;
to enter into transactions with other fiduciaries
including executors or trustees of estates and trusts
in which my beneficiaries have an interest, and
including him as fiduciary for other estates and
trusts;
11, to engage in the powers necessary to the effective
administration of corporate securities, including,
without limiting the generality of this power:
a• power to vote in
securities held bYpethenf~duciapy~xy upon all
b• power to engage in a voting trust or voting
agreement with respect to securities;
c• power to consent or become a party to, or
participate in, mergers, consolidation, sales
of assets, recapitalization, reorganizations,
dissolutions or other alterations of
corporate structure, including adjustments in
capital structure affecting securities held
by the fiduciary, whether or not these
adjustments involve payments by or to the
fiduciary; and
Page 6 of 7 Pages _
~~ ~`J
d• power to hold securities in unregistered form
or in the name of a nominee;
12, to pay himself reasonable compensation for his servi
ces.
IX
MEMORANDUM
I have made, or may from time to time make a
dum expressing my desire to give certain items~of written memoran-
perty to specific
to respect these wipshesns~ I urge my Executor personal pro-
stored in conjunction withSthisaWilllorandum, ifamadeerisficiaries
hall be
IN WITNESS WHEREOF
I have at Carlisle Barracks
this ~~ ~~ _ ! Pennsylvania,
day of ~~.t 1989, set m
' y hand and seal to this my
LAST WILL AND TESTAMENT consisting of seven (7) typewr't
Pages.
~ ten
~~~~~ ~~
L WIS WARREN BOWKER, ~JR,~ EAL)
Testator
Signed, sealed, published and declared b
WARREN BOWKER, JR., as and for his LAST WILL ANDeTESTAMENT
presence of us ~ LE WIS
who, at his request, in his presence and in thethe
presence of each other, have hereunto subscribed our names as
witnesses.
NAME
~` A ADDRESS
Page 7 of 7 Pages
A cknowledgment
COMMONWEALTH OF PENNSYLVANIA) SS:
COUNTY OF CUMBERLAND
the attached orRforeBoWnER, JR•, Testator
g g instrument whose name is signed to
according to law, do hereb ~ having been dui
the instrument as m Y acknowledge that I signedyandaexecuaed
that I signed i t asynLast Wi 11; that I signed i t wi lli n
therein expressed, Y free and voluntary act for the purposesd
Sworn or affirmed to and acknowledged before me,
WARREN BOWKER, JR,, the Testator, this ~~ day of
1989, by LEWIS
~u
~-, / r
LEWIS WARREN BOWKER, JR•
~reStatr,Y
(SEAL)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND
Affidav
SS:
Erg GE
the witnesses whose names are signeddto the atta ~~
instrument, being duly qualified according to law, do
say that we were shed or foregoing
instrument as present and saw Testator si depose and
his Last Will; that 9n and execute the
willingly and that he LEWIS WARREN BOWKER, JR, si
for the purposes thereineexpressedasthat each of dusoluntar~ geed
and sight of the the Testator signed the will as witness Y act
that to the best of our knowledge the Testator was atn the hearing
or more es; and
undue influencef age' of sound mind and under no constrainttore 18
Sworn or affirmed to and subscribed to before me b
~__L-"i"---'~ ~ G' , 1 C a__-~------_---- and E_ S'~"F,Q y
witnesses, thi s 6~z~
-L~?t'~ day of S~.c )" 1989.
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WIT SS _ _
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( SEAL ) '~
WITNE
i~Or~RIR~ sEA~ ~ -
' WANtS,! K, HUNTER, Notary p~~a NOTARY PUBL
Carlt4~e Eorough, Cumberland Count
My C~~,fif~sfon Expires Oc+obsr g, ~qAq