HomeMy WebLinkAbout03-0457EV-1500 D; (6-0~3)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFF;CIA. JSEONL~r
FILE NUMBER
A &5"l
COUNTY CODE YEAR NUMBER
DECEDENT'S___N&.M.E (LAST, FIRST, AND MIDDL. J~ INITIAL) SOCIAL SECURITY NUMBER
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
/O p~ -O~ // - Z~ -/~/~ REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
DJ
-/-]1. Original Return
~"~ 4. Limited Estate
~-~6. Decedent Died Testate (Attach copy of Will)
[~9. Litigation Proceeds Received
[~2. Supplemental Return
E~] 4a. Future Interest Compromise (date of death after 12-12-82)
I"~ 7. Decedent Maintained a Living Trust (Attach copy of Trust)
r-~ lO. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
FIRM NAME (IfApplicable)
TELEPHONE NUMBER
] 3. Remainder Return (date of death prior to 12-13-82)
F--] 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
~]11. Election to tax under Sec. 9113(A) (Attach Soh O)
COMPLETE MAILING ADDRESS
1. Real Estate (Schedule A) (1)
L
2. Stocks and Bonds (Schedule B) ..~.~ ~r°c/(4'' (2)
_~ o,', I ,.qr--
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
§. Cash, Bank Deposits & Miscellaneous Personal Property (5)
'~(Schedule E) ~ ~$ ~ Cio
P(_,-~o,-,~, I 6 ,¢'~,~ +'"¢
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)
9.
10.
11.
12.
13.
/ '-/A-
.y?o
?o?
(8)
Funeral Expenses & Administrative Costs (Schedule H) (9)
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
Total Deductions (total Lines 9 & 10)
Net Value of Estate (Line 8 minus Line 11)
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
OFFICIAL USE ONLY
(11)
(13)
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 Line 14 taxable at lineal rate
x ,0_ (15)
,..~,/ ,.¢ 7,/ x .o ,-~$ (16)
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19) /'-~-T/-//~/- '~?"~
Decedent's Complete Address:
STREETADDRESS ,~ /,5/ J~y,//---
CITY
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Povedy Credit
B. Prior Payments
C. Discount
Interest]Penalty if applicable
D. Interest
E. Penalty
STATE
Total Credits ( A + B + C ) (2)
Total Interest]Penalty ( D + E ) (3)
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)
ZIP
(1) /.:¢';. P ~
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB)
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 right 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 security at his or her death? .............. []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate 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 schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Beclaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
ADDRESS
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
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 P.S. §9116 (a) (1.1) (ii)
The statute does not exempt 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
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 paren
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 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 a
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1510 EX+ (6-98~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
This schedule must be completed 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
ITEM INCLUDETHENAMEOFTHETRANSFEREE, THEIRRELATIONSHIPTODECEDENTAND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACHACOPYOFTHEDEEDFORREALESTATE. VALUE OFASSET INTEREST IIFAPPLICABLEI VALUE
1.
TOTAL (Also enter on line 7 Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX'+ (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A.
JOINTLY-OWNED PROPERTY:
LEl I EH, DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTERES'
TOTAL (Also enter on line 6, Recapitulation) $ ~ ~ G
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12o99~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
Debts of decedent must be reported on Schedule ].
ITEM
NUMBER DESCRIPTION AMOUNT
FUNERAL EXPENSES:
5.
6.
7.
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 ~'-'~'-,,,¢'c~ ,,-~, ,,5~j'' ~ f//~ (-.¢.)~ ~',.j'
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
State Zip
TOTAL (Also enter on line 9, Recapitulation) $ ¢?~/ 2 0
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (1-97) ~~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1,
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
FILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
! TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
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)
Commerce
Bank.
May 8, 2003
To Whom It May Concem:
Please be advised that the balance in checking account numbered #536164049
owned by David I Bowers and Ruth Bowers, as of the date of October 20, 2002 was
$1,724.02.
Sincerely,
Rena Spicher
Branch Manager
Carlisle Commons Branch
Commerce Bank / Harrisburg, N.A.
P.O. Box 8599
100 Senate Avenue
Camp Hill, Pennsylvania 17001-8599
PNCBAlXK
February 18, 2003
David I Bowers
1875 Holly Pike
Carlisle, PA 17013
sop
Estate of Ruth M Bowers (Deceased)
SSN: 199-03-7600
DOD: 10-20-2002
Dear Mr. Bowers:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Checking Account
Account#5070020368 Established 01-01-1979
RUTH M BOWERS
DOD balance: $90.68 non interest bearing
Savings Account
Accountg5003706263 Established 06-03-2002
RUTH M BOWERS
DAVID I BOWERS
DOD balance: $94.77 + $0.03 accrued interest
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items, please
call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office.
Sincerely,
Helen A Cozad ,:
PNC Decedent Reporting
Firstside Center
500 First Ave, 4th F1 C1F
Pittsburgh PA 15219-3128
1-800-762-1775
Member FDIC
JOHN E. SLIKE
ROBERT C. SAIDIS
GEOFFREY S. SHUFF
JAMES D. FLOWER, JR.
CAROL J. LINDSAY
KIRK S. SOHONAGE
THOMAS E. FLOWER
LINDSAY GINGRICH MACLAY
JACLYN M. SMITH
SAIDIS, SHUFF, FLOWER & LINDSAY
A PROFESSIONAL CORPORATION
2109 MARKET STREET
CAMP HILL, PENNSYLVANIA 17011
TELEPHONE: (717) 737-3405 FACSIMILE: (717) 737-3407
EMAIL: attomey@ssfl-law, com
www. ssfl-law, com
CARLISLE OFFICE:
26 WEST HIGH STREET
CARLISLE, PA 17013
TELEPHONE: (717) 243-6222
FACSIMILE: (717) 243-6486
REPLY TO CAMP HILL
February 19, 2003
David Bowers
1875 Holly Pike
Carlisle, PA 17013
Our file#
Invoice#
5835
8114
021689
EIN: 25-1694606
RE: MA/Asset Preservation
Balance forward as of invoice dated January 15, 2003
Payments received since last invoice
Accounts receivable balance carried forward
$875.00
$0.00
$875.00
TOTALS 0.00 $0.00
Billing Summary_
Total of new charges for this invoice
Plus net balance forward
$0.00
$875.00
Total balance now due
PRIVACY POLICY: During this firm's representation of you, we may receive nonpublic, personal information from you or from other
sources about you. It is our policy and practice that our attorneys and staff do not at any time reveal information relating to our
representation of you unless you consent after consultation, except for disclosures that are impliedly authorized to carry out the
representation, and except for disclosures required or authorized by the Pennsylvania Rules of Professional Conduct.
Myers Funeral Home, Inc.
37 East Main Street
Mechanicsburg, Pa. 17055
Boyd L. Myers Jr., Supervisor
(717) 766-3421
A STANDARD OF EXCELLENCE SINCE 1910
Monday, December 9, 2002
Mr. David I. Bowers
1875 Holly Pike
Carlisle, Pa. 17013
Dear Mr. Bowers,
I would like to again thank you for selecting our funeral home to provide services for your family during
your bereavement. It was however, brought to my attention that a balance remains on the final funeral
statement. As we do understand that it takes time to get insurance's processed and other estate matters
taken care of, I only want to inform you of the outstanding amount in the event you would like to take
care of it before the 30 day finance charge would apply.
The following is a summary of the service charges as previously explained and provided in written form.
Credits Granted:
Ruth M. Bowers
SUMMARY OF EXPENSES
TOTAL OF SERVICE RENDERED
LESS: Credits granted
LESS: Total Payments
PLUS: Items ordered later
CURRENT BALANCE
$1,740.0 Package Price Discount
$9,132.00
1,740.00
0.00
36.00
$7,428.00
Interest at the rate of 1.5 % per month ( 18 % per annum) will be added to balance after 30 days.
If any questions or concerns that remain unanswered, please call me.
Sincerely,
Boyd L. Myers Jr.
LAST WILL AND TESTAMENT
I, RUTH M. BOWERS, of the Borough of Mechanicsburg, County
of Cumberland and State of Pennsylvania, being of sound and
disposing mind, memory and understanding,.do make, publish.and
declare this as and for my Last Will and Testament, hereby
revoking and making void all former wills and codicils by me
at any time heretofore made.
1.
I order and direct that all my just debts and funeral
expenses be paid by my Executor, hereinafter named, as soon
as conveniently may be done after my decease.
2.
All the rest, residue and remainder of my Estate, real,
personal and mixed, whatsoever and wheresoever situate, I give,
devise and bequeath unto my husband, DAVID K. BOWERS, absolutely
and in fee simple.
If, however, my husband, DAVID K. BOWERS, does not survive
me, then, and in that event, I give, devise and bequeath my
entire said Estate unto my son, DAVID IRVIN BOWERS, absolutely
and in fee simple.
3.
I nominate, constitute and appoint my husband, DAVID K.
BOWERS, to be the Executor of this, my Last Will and Testament,
and if for any reason he shall fail to qualify as such Executor
or cease so to serve, then I nominate, constitute and appoint
my son, DAVID IRVIN BOWERS, to serve in his place, each to
serve without bond.
IN WITNESS WHEREOF, I, RUTH M. BOWERS, have hereunto set
my hand and seal to this, my Last Will and Testament which
consists of two (2) typewritten pages to each of Which I have
affixed my signature this ~/~ day of January, A. D., One
Thousand Nine Hundred Sixty-seven (1967).
(SEAL)
The preceding instrument, consisting of this and one (1)
other typewritten page, each identified by the signature of the
Testatrix, was on the date thereof signed, sealed, published and
declared by RUTH M. BOWERS, the Testatrix therein named, as and
for her Last Will and Testament, in the presence of us, Who, at
her request, in her presence, and in the presence of each other,
have subscribed our names as wit~~~~/
Made d,e ..~ ~J7 day of
two thousand one (2001).
Between RUTH M. BOWERS, Widow, of the Borough of Meehanicsb~g,
County of Cumberland and State of Pennsylvania, party of the first
part, grantor,
AND
RUTH M. BOWERS of Mechanicsburg, Cumberland County, Pennsylva-'~a,
and DAVID IRVIN BOWERS, of Carlisle, Cumberland County, Pennsylvania,
parties of the second part, grantee.
Wimesseth, that in consideration of the sum of One ($1.00)
in hand paid, the receipt whereof is hereby acknowledged, the said Grantor do eS
hereby grant and convey to the said Grantee S :&8 ~oint ~en~nts With tlm Right of
Survivorship and not as Tenants in Oomraon,
ALL THAT CERTAIN th~ee (3) story b~ick dwelling house, being t'he
Western one-half of a double house, known and numbered as 233 East
~ ~t~e~,_an~ ~5 ~f 9ro~n~. situate on/~J~e...~.$.~l~_~_~o~f East Main
_ .e _ n ~ne rhxr~ war~ or ~ne Borough ~f ~ooh~:e~r~,~"~0~t~ of
~umoerland and State of Pen~-~-~-~ ~_ t~.~...~ ..~..'~;~, g..~ . ~
follows, to wit:- ~',.... , ~
BEGINNING at a point on said Main Street 8nd oo~n~ of p~operty
now or formerly of Wilbur Arbegast; then~ eastward ~long ~aid
Street, sixteen (16) feet two (2) inches, mo~e o~ less, to a point
on ~ line which ~uns through the cente~ of the double house above
mentioned; thence Northward along ~1~ cente~ line, projected through
· ~id doubl~ hous. f~om Main Street to the Alley, one hundred
eighty-three (183) fe~t ~even (7) inche~, mo~e o~ less to 8t~aw}e~y
Alley; thence Westward ~long ~id Alley etghtee (18) feet seven (7)
inches, mope or less, to the corner of property now o~ formerly of
Wilb~ A~begast, ~fo~esaid; thence Southwa2d along the lin~ of
property one hundred Eighty-five (183) f~et ~even (7) inohe~, mo~e
or less, to the plaoe of BEGINNING.
BEING the same Premises which Ada W. Noaker, widow, by her Deed dated
December 7, 1950 and reoorded in De~d Book "0", Volume 14, Page 168,
granted and oonveyed unto David ~. Bowers and Ruth M. Bowers, his
wife. ~e ,mia D~vi~ K. Bowe~ died on October 20, 1993, whereupon
~ole title in ~id promises vestea tn hl~ wife, Ruth N. Bowo~s, by
right of survivorship, who is th~ granto~ herein.
~ and S~OT, however, to the right of ingress, egress and regress
in co,non with the o~e2s on th~ East ove~ that portion of the sidewalk
Punning f~om the House to the Alley, whioh lie~ on the property
conveyed and the property i=odiat~ly to th~ E~t hereof, kovid~d
how w that tho oost or maintaining and repairing said ~td~walk
be borne equally by the respective
THIS CON~Y~CE is from mothe~ to mother ~nd son and is therefore
exempt from real estate transfer tax as a familial transfer.
C(~MMONWI~ALTH OF PENNSYLVANIA
COUNTY OF
Recorded on thh day of A, D. , ~ the
R~corder's Offic~ of ~ ~aid ~uaty ~ D~d Book Volume Page
Given under my h~d and the seal of the said Office, ~e dat~ above written.
I Certify this to be recorded~°°~ 247
in Cumberland Com~.ty PA
Recorder of Deeds
AND the said Grantt)r \Viii Warrant generally the property hereby conveyed.
iN W'ITNESS WHEREOF, the said Grantor ha ~ her,unto act ~O~ hand
the day and year first above written.
and seal
Signgd, Sealed and Delivered t "
· .' in,the presence of
/" /' ' ~"/' ,'1 ,. ,t
COIVlMOtN W'EALTI~I OF PENNSYLVANIA
COUNTy OF C~b~x. land
On thin, the
appeared
Ruth Iq. Bowers
............................................................................... {SEAL}
Ruth Iq.
ro be thc person
............................................................................. (SEAL}
tSS:
(SEAL)
day of
a Notary Public,
Bowors, Widow,
(SEAL)
whose name is
A.D. 2001 before me
the ~nder*igned office., persona/ly
known to me, (or satisfactorily
acknowledged tl~at ~he executed the same subscribed to the within instrumen~;',agd
IN W!TNE,,SS WHEREOFd I he[eunto for the purposes therein COhered.
I set my hand ~d official seal. ,~-,.,,,:%~)., :
My Oommis~ E~ ~ov. 8, DI ] ........ ~'"" ........ - ........................... :. a,¢ .~..:¢ ...; :, "4¢:./.. :. -
MemBer. Pennsylvania ~Ioci~ion 0t NoBri~
....................... _.....:.
Tide of Officer ..~' ,fi'~ ................ ' ~. 'c~'
[ NEREBY CERTI~, that the precise residence ~F the ~-
Mechanicsburg, PA 170~5 / ,~ep zs: E33 East MaSh St..,'"
// __Y y'
x
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
Recorded on dai: day of
Recorder'~ Office of the said County in Deed Book
Volume
A, D.
Page
Given under my txa. nd and the seal of the said Office, the date above written.
~, , ,~u0~,
, in the
247
t~ - N~- 3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 002644
BOWERS DAVID I
1875 HOLLY PIKE
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 1 99-03-7600
FILE NUMBER: 2103-0457
DECEDENT NAME: BOWERS RUTH M
DATE OF PAYMENT: 06/04/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 10/20/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $400.00
REMARKS:
DAVID I BOWERS
TOTAL AMOUNT PAID:
$400.00
SEAL
CHECK# 242
INITIALS: JA
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
'03 J[JN -4 [~2:34
[. ! 1, .....
BUREAU OF TNDZVZDUAL TAXES
INHERITANCE TAX DZ¥ZSTON
DEPT. 280601
HARRTSBURG, PA 17128-0601
DAVID BOWERS
1875 HOLLY PIKE
CARLISLE
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSENENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
~'?: : DATE 07-28-2005
-? ESTATE OF BOWERS
DATE OF DEATH 10-20-2002
FILE NUHBER 21 05-0457
'03 JUL 28 ;~ ? :?..-~::~OUNTY CUMBERLAND
ACH 101
PA 1701~ ' I Amoun~ Remitted
I
REV-I$~7 EX &FP CD1-03)
RUTH M
HAKE CHECK PAYABLE AND RENZT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF BOWERS RUTH MFZLE NO. 21 03-0457 ACN 101 DATE 07-28-2005
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Ram1 Estate (Scheduls A) (1)
:~. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest {Schedule C) (3)
~+. Nortgagas/Notss Receivable (Schedule D) (~)
5. Cash/Bank Daposits/Nisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
B. Tote1 Assets
APPROVED DEDUCTIONS AND EXEHPTIONS=
9. Funeral Expanses/Ads. Costs/Nisc. Expenses (Schedule H) (9)
10. Dabts/Nortgaga Liabilit/as/Lians (Schedule I) (10)
11. Total Deduct/ons
1:~. Net Value of Tax Return
.00
1~495.00
.00
.00
590.00
40~909.00
.00
(8)
8,620.00
.00
(11)
(12)
NOTE: To insure proper
crad/t to your account,
submit the upper port/on
of th/s form w/th your
tax payment.
42,994.00
34,374.00
13.
1~.
NOTE:
Charitabla/Govarneantal Bequests; Non-elected 9113 Trusts (Schedule J) (13)
Net Value of Estate Subject to Tax (lq)
If an assessment was issued previously, lines 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
.00
34,$74.00
ASSESSNENT OF TAX:
1.6. Amoun'lc of L/ne 1~ at Spousal rata
16. Amount of Line 1~ taxable at L/noel/Class A rata
17. Amount of L/ne 1~ at Sibling rata
18. Amount of L/ne 1~ taxable at Collateral/Class B rate
19. Pr/ncipal Tax Due
TAX CREDITS
PAYFIENT RECE ]-PT
DATE FRJI'IBER
06-04-2005 CDOOZ644
18 and 19 will
(15) .00 x O0 = .00
(16) $4,374.00 X 045 = 1,546.83
(17) . O0 X 12 = .00
(18) .00 x 15 : .00
(19)= 1,546.85
DZSCOUNT (+)
INTEREST/PEN PAID (-)
.O0
400.00
1,146.85
3.61
1,150.44
ANOUNT PAID
400.00
( ZF TOTAL DUE IS LESS THAN $1, NO PAYNENT ZS REQUZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT- (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)
ZF PAZD AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
INTEREST IS CHARGED THROUGH 08-12-2005 TOTAL TAX CREDIT
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUEI
REVERSE SIDE OF THIS FORH INTEREST AND PEN.
TOTAL DUE
RESERVATION:
Estates of decedents dying on or before December 1Z, 19BZ -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collataral) 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) rate on any such future interest.
PURPOSE OF
NOT[CE:
PAYHENT:
REFUND
OBJECTIONS:
ADHZN-
ISTRATZVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Make check or ionay order payable to: REGISTER OF NZLLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
far Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at the Office
of the Register of Nills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour
answering service for fores ordering: 1-800-36Z-20SO; services for taxpayers with special hearing and ! or
speaking needs: 1-BOO-447-50ZO (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 171ZB-lOZ1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should ba addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171ZS-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for e Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SZ) discount of
the tax paid is allowed.
The 15Z tax e~nasty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid be~ore January lB, 1996, the first day after the and 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 data of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (6Z) percent per annum calculated at e daily rate of .000164. All taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rata
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20X .000548 1987 9Z .000247 1999 7Z .000192
1983 16Z .000438 1988-1991 llZ .000301 ZOO0 8Z .000Z19
1984 11Z .000301 199Z 9Z .000247 2001 9Z .000247
1985 132 .0003S6 1993-1994 72 .OOO19Z ZOO2 62 .000164
1986 IOZ .000274 1995-1998 9Z .000247 2003 51 .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPA/D X NUI~BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of tho assessment. If payment is made after the interest computation date shown on the
Notice, additional interest oust be calculated.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BOWERS DAVID I
1875 HOLLY PIKE
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 199-03-7600
FILE NUMBER: 2103-0457
DECEDENT NAME: BOWERS RUTH M
DA TE OF PAYMENT: 12/13/2006
POSTMARK DATE: 1 2/1 3/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: 10/20/2002
NO. CD 007555
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $250.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$250.00
REMARKS: BOWERS MELVA R
CHECK# 145
SEAL
INITIALS: AJW
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BOWERS DAVID I
1875 HOLLY PIKE
CARLISLE, PA 17013
nn_h_ fold
ESTATE INFORMATION: SSN: 199-03-7600
FILE NUMBER: 2103-0457
DECEDENT NAME: BOWERS RUTH M
DA TE OF PAYMENT: 02/01/2007
POSTMARK DATE: 02/01/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 10/20/2002
NO. CD 007761
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $135.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$135.00
REMARKS:
CHECK# 1301
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BOWERS DA VIOl
1875 HOLLY PIKE
CARLISLE, PA 17013
___h___ fold
ESTATE INFORMATION: SSN: 199-03-7600
FILE NUMBER: 2103-0457
DECEDENT NAME: BOWERS RUTH M
DATE OF PAYMENT: 02/01/2007
POSTMARK DATE: 02/01/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 10/20/2002
NO. CD 007762
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $ 1 1 5.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 221
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$ 11 5.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
'..~~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
~ARrMENT OF REVENUE
_,; ;''";' ;lje ~.~)~
-1"H~'RITANCE TAX
.STAT~M~NT OF ACCOUNT
'*
Zri,!"i1 !;'!~,! lo( DI' II). 0'1
....';.), \,..-.. ~ Ii , t I j ,. . ! 'i.,;~
REV-1607 EX AFP (03-05)
('I (T!( (---:
\_.:-L-._' :, \. '.
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-08-2007
BOWERS
10-20-2002
21 03-0457
CUMBERLAND
101
RUTH M
DAVID BOWERS
1875 HOLLY PIKE
CARLISLE
Amount Remitted
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
-+
RETAIN LOWER PORTION FOR YOUR RECORDS
~
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF BOWERS
RUTH
M FILE NO. 21 03- 0457
ACN 101
DATE 01-08-2007
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-2006
PRINCIPAL TAX DUE: 1,546.83
PAYMENTS (TAX CREDITS):
INT
AT
REV
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-04-2003 CD002644 .00 400.00
12-13-2006 CD007555 .00 250.00
EREST IS CHARGED THROUGH 01-23-2007 TOTAL TAX CREDIT 650.00
THE RATES APPLICABLE AS OUTLINED ON THE
ERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 896.83
INTEREST AND PEN. 213.31
lE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 1,110.14
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
9J
( IF TOTAL DUE IS LESS THAN *1,
NO PAYMENT IS REQUIRED.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 210'01
~RRISIURG PA 17121-0'01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFF/I';r: rlNHERITANCE TAX
(' '/SJATEMENT OF ACCOUNT
*'
REV-1'07 EX AFP (03-05)
20U7 MAR -5 PM I: 20
DAVID BOWERS
1875 HOLLY PIKE
CARLISLE
CLERi< OF
ORP. 1.~..i\r\I'c; rY'rllRT
I . ~ \... \'jv )1
CU~wrT'd "-, ("n D~
I ,1.'",,1 ~ /,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-26-2007
BOWERS
10-20-2002
21 03-0457
CUMBERLAND
101
RUTH
M
A.ount R..itt.d
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, sub.it the upper portion of this for. with your tax pay.ent.
CUT ALONG THIS LINE
... RETAIN LOWER PORTION FOR YOUR RECORDS
+-
---------------------------------------------.-----------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF BOWERS
RUTH
M FILE NO. 21 03-0457
ACN 101
DATE 02-26-2007
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. S~OWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-2006
PRINCIPAL TAX DUE: 1,546.83
PAYMENTS (TAX CREDITS):
INT
AT
REV
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-04-2003 CD002644 .00 400.00
12-13-2006 CD007555 .00 250.00
02-01-2007 CDOO7761 .00 135.00
02-01-2007 CDOO7762 .00 115.00
EREST IS CHARGED THROUGH 03-13-2007 TOTAL TAX CREDIT 900.00
THE RATES APPLICABLE AS OUTLINED ON THE
ERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 646.83
INTEREST AND PEN. 220.74
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 867 .57
*
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN .1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY IE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BOWERS DA VI D I
1875 HOLLY PIKE
CARLISLE, PA 17013
n______ f~d
ESTATE INFORMATION: SSN: 1 99-03-7600
FILE NUMBER: 2103-0457
DECEDENT NAME: BOWERS! RUTH M
DA TE OF PAYMENT: 07/02/2007
POSTMARK DATE: 06/28/2d07
COUNTY: CUMBERLAND
DATE OF DEATH: 10/20/2002
NO. CD 008360
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $267.57
I '. '.
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: MELVA R BOWERS
CHECK# 192
SEAL
INITIALS: DM
RECEIVED BY:
REGISTER OF WILLS
$267.57
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280'01
HARRISBURG PA 17128-0'01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"'~r'0Rnr!LDJ:[lL"- (",-
'~:I:\! ,Ul:.vnUli'ER1TANCE TAX
i~EG~rAt:iN'iNT OF ACCOUNT
--
*' ~lL,
DAVID BOWERS
1875 HOLLY PIKE
CARLISLE
Z001 JUL -2 AM II: 220ATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
REV-l'07 EX AFP (03-05)
CLERK OF
ORPHAN'S COURT
CUMP,EPI/',\.ID CO, PA
02-26-2007
BOWERS
10-20-2002
21 03-0457
CUMBERLAND
101
RUTH
M
PA 1~013
Amount Remitted
U "1.:>7
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
'"""',,0("R;"'-("\ r)efll"C (',::
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2001 JUL -2 AM \\: 22
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ORPHAN'S COURT
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
~fllE~ENT OF ACCOUNT
'*
REV-1607 EX AFP (03-05)
Z001 AUG -3 PM 4: 20
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-30-2007
BOWERS
10-20-2002
21 03-0457
CUMBERLAND
101
RUTH
M
DAVID BOWERS
1875 HOLLY PIKE
CARLISLE
CLERK OF
ORPHAN'S COURT
CUI .'n~r' """",, DA
1\ _ r~_-, I -;'" ,', ._.,J" ,;
PA 17013
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
-+
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
---------------------------------------------------------------------------
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
REV-1607 EX AFP (03-05)
ESTATE OF BOWERS
RUTH
M FILE NO.21 03-0457
ACN 101
DATE 07-30-2007
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-2006
PRINCIPAL TAX DUE: 1,546.83
PAYMENTS (TAX CREDITS):
PAYMENT
DATE
RECEIPT DISCOUNT (+)
NUMBER INTEREST/PEN PAID (-)
*** SUMMARY OF ~LL 005 PAYMENTS ***
.00
AMOUNT PAID
06-28-2007
1,167.57
INTEREST IS CHARGED THROUGH 08-14-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM.*
TOTAL TAX CREDIT
1,167.57
BALANCE OF TAX DUE
379.26
INTEREST AND PEN.
239.79
TOTAL DUE
619.05
* IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN *1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMEN"f OF REVENUE
BUREAU OF (INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 010029
BOWERS DAVID I
1875 HOLLY PIKE
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: ssN: ass-o3-7600
FILE NUMBER: 2103-0457
DECEDENT NAME: BOWERS RUTH M
DATE OF PAYMENT: 07/18/2008
POSTMARK; DATE: 07/17/2008
COUNTY: CUMBERLAND
DATE OF DEATH: 10/20/2002
REMARK;i:
CHECK# 1267
SEAL
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 5644.94
TOTAL AMOUNT PAID:
INITIALS: AJW
REV-1162 EX(11-96)
5644.94
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~rl~' ~'~ ,- '^~: `INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - ~__
INHERITANCE TAX DIVISION `~."lTAT E M E N T O F AC C O U N T
PO BOX 280601 •, . ° _• _ ~ - ~ ~ , •_
HARRISBURG PA 17126-0601 REV-1607 EX AFP C03-05)
?i~!1~ ~'~~~ ~ 5 ~ ~: 34 DATE 08-11-2008
ESTATE OF BOWERS RUTH M
r~^~`~~;; r~~: DATE OF DEATH 10-20-2002
ra; ~,•,:•,a.,_• ,,=,1~ i -r FILE NUMBER 21 03-0457
n~o~ ~'/'~I-'~~~~r~ COUNTY CUMBERLAND
DAVID BOWERS -~ -
ACN 101
1875 HOLLY PIKE Amount Remitted
CARLISLE PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS (-~
---------------------------------------------------------------------------
REV-1607 EX AFP C03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *~~
ESTATE OF BOWERS RUTH M FILE N0. 21 03-0457 ACN 101 DATE 08-11-2008
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-2006
PRINCIPAL TAX DUE:
PAYMENTS CTAX CREDITS):
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
*** SUMMARY OF LL 007 PAYMENTS ***
08-08-2008 265.68- 1,812.66
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
~ IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN 61,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
1,546.83
1,546.83
.00
.00
.00