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Home My WebLink About03-0636PETITION FOR PROBATE and GRANT OF LETTERS Estate of WILLIAM R. BOWDEN also known as WILLIAM R. BOWDEN, JR. Deceased. Social Security No. 191-26-7110 To: Register of,Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner is(are) 18 years of age or older and the Executrix named in the last will of the above decedent, dated April 3, 2001 and codicil(s) dated [none]. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 227 Parker Street, Carlisle Borough. Decedent, then 89 years of age, died July 26, 2003, at 227 Parker Street, Carlisle, Pennsylvania. Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: Carlisle Borough, Cumberland County $ unestimated $ $ unestimated WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary thereon. Anne R. Bowden 4211 Woodberry Street University Park, MD 20782 (301) 277-5417 William R. Bowden n/k/a William R. Bowden III 121 NW 8th Street Seattle, WA 98117 (206) 789-0442 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) The petitioners above-named swear or affirm that the statements in the foregoing petition are true and correct to the best of the knowledge and. belief of petitioners and that as personal representatives of the above decedent, petitioners will well and truly administer the estate according to law. Sworn to or affirmed and subscribed &/~-~2/f.---~ beforerme this ~ c~' day of Anne R. Bowden William R. Bowden{Wk/a William R. Bowden III No. 21-03-636 Estate of William R. Bowden a/k/a William R. Bowden, Jr., Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, AUGUST 05, 2003 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated April 3, 2001 described therein be admitted to probate and filed of record as the last will of William R. Bowden a/k/a William R. Bowden, Jr., and Letters Testamentary are hereby granted to Anne R. Bowden and William R. Bowden n/k/a William R. Bowden III. Will Book # Page FEES Probate, Letters, Etc. $ 340.00 Short Certificates( 6 ) $ 18.00 ~ EXT PAGES 3 $ 9.00 JCP $ 10.00 TOTAL $ 377.00 Filed AUGUST 05, 2003 /Register of Wills Ivo V. Otto III (27763) ATTORNEY (Sup. Ct. I.D. No.) MARTSON DEARDORFF WILLIAMS & OTTO 10 East High Street Carlisle, PA 17013 (717) 243-3341 CALLED ATTORNEY AUGUST 5, 2003 CD I CD F:~FILESkDATAFILEkESTATES\ 10954- I .petition. Itt his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9449451 No. Local Registrar JUL 2, 9 2003 Date H105.t4~,~ey ~;~? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS ,,.~ CERTIFICATE OF DEATH ' , Male ' · ' ~ 89 ~ .... I ~' ~ .... I ~'~a' -' i .....~',, ~ ............. ~.: --~ ,. - '"'1 ~ I : I "~,X?~ I ~r PA I,~ ~,~ ~ ~n I~-- . . ~ ~m~'s~~~.~z~) ' ' · I'=. I 5+1,. Wi~w~ J,,. 227 Parker St. Carlisle PA 17013 ,,. William Bowden Sr. ~ William- lk~Iden III ~ ~' ~,,L July 29, 2~3 Cumberland ~? -*[9 '" "~ Carlisle Jane 121 NW 84th Seattle 98117 Yorktowne Creg~tion York PA Hoffman-Roth Funeral Home ~NJURY AT 'WK~K? 21-03-636 LAST Ii'L L AND if/IL L ZAM R. 21-03-0636 TESTAMENT BO IDEN I, WILLIAM R. BOWDEN, of 227 Parker Street, Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form following: FIRST: I hereby expressly revoke all Wills and Codicils heretofore made by me. SECOND: I hereby direct my Executrix to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. THIRD: I direct that all taxes which may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be paid out of my estate as a part of the administration of my estate. FOURTH: ! give and bequeath to DUNBAR PRESBYTERIAN CHURCH, of Dunbar, Pennsylvania, the sum of Ten Thousand ($10,000.00) Dollars. FIFTH: I give and bequeath to SECOND PRESBYTERIAN CHURCH, of Carlisle, Pennsylvania, the sum of Ten Thousand ($10,000.00) Dollars. SIXTH: I give my residuary estate in equal shares, to my children, WILLIAM R. BOWDEN, III and ANNE R. BOWDEN, or the issue of any deceased child, per stirpes. Bowden,, William .Will 02/13/01 LASTLY: I hereby nominate, constitute and appoint my son, WILLIAM R. BOWDEN, and my daughter, ANNE R. BOWDEN, to be the Co-Executors of this my Last Will and Testament. No personal representative shall be required to file bond in this or any other jurisdiction. IN ,WITNESS WHEREOF, I hereunto set my hand and seal this day of ~.....,.-~ ..... ,2001. William R. Bowden SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: Bowder~, William .Will 02/13/01 COMMONWEALTH OF PENNSYLVANIA · COUNTY OF CUMBERLAND · SS. I, WILLIAM R. BOWDEN, Testator, 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 instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and ac~e.[~ . before me, by WILLIAM R. BOWDEN, Testator, this ...__ j~' day of ,2001. William R. Bowden, Testator ~otary Public// '" Bowden~ William .Will 02/13/01 COMMONWEALTH OF PENNSYLVANIA · COUNTY OF CUMBERLAND · SS. We, James D. Flower and Phyllis McCoy , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator, WILLIAM R. BOWDEN, sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by James D. Flower and . Phyllis McCoy witnesses this ~. .... '(.-.-~-~...(~' .._. ,2001. day of itness ;~ILLIAM R. BO~';DEN SaiDiS, ShUff, FLOWEr & LiNDSaY 26 WEST HIGH STREET CARLILSE, PA I7Oi3 F:\FILES\DATAFILE\ESTATES\ 10954-1 .notice,cert Name of Decedent: Date of Death: File No. To the Register: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) William R. Bowden July 26, 2003 21-03-636 I certify that notice of estate administration 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 or about August 18, 2003. Ms. Anne R. Bowden 4211 Woodberry Street University Park, MD 20782 Mr. William R. Bowden III 121 NW 84th Street Seattle, WA 98117 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: August 18, 2003 Signature Name Ivo V. Otto III, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Attorneys for Personal Representative F: \FI LES\DATA FILE\F.3TATES\ 10954-1 .notice.¢ert AMENDED CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: William R. Bowden Date of Death: July 26, 2003 File No. 21-03-636 To the Register: I certify that notice of estate administration 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 or about August 19, 2003. Dunbar Presbyterian Church 91 Connellsville Street Dunbar, PA 15431 Second Presbyterian Church 528 Garland Drive Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: August 19, 2003 Signature Name Ivo V. Otto 1/I, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Attorneys for Personal Representative 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 003172 MARTSON DEARDORFF WILLIAM OTTO TEN EAST HIGH STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 191-26-7110 FILE NUMBER: 2103-0636 DECEDENT NAME: BOWDEN WILLIAM R DATE OF PAYMENT: 10/24/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/26/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $30,000.00 TOTAL AMOUNT PAID: $30,000.00 REMARKS: ANNE R BOWDEN C/O MARTSON DEARDORFF WILLIAMS & OTTO SEAL CHECK# 113 INITIALS' SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV-1500 INHERITANCE TAX RETURN OEPT 280a0, RESIDENT DECEDENT HARRISBURG. PA 17128-0_671_ DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) BOWDEN, WILLIAM R. DA~-~'0~DEATFI'(~M-DD-YEAR) D~,TE OF BIRTH (MM-DD-YEA~-) 07/26/2003 05/18/1914 FILE NUMBER 21 03 00636 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 191-26-71 l0 THIS RETURN MUST BE FILED IN DUPLICATEWITH THE REGISTER OF WILLS ilF APPLiCABLE)'SU~IViNG~P~usE;~ NAME~ L~,~"~.'~I~S~ ,Arq[} MIOD-LI:: INITI~,£i .... SOCIAL SECURITY NUMBER ~oo [] 4 Limited Estate [] 4a. Future lnterest Compromise (date of death after 12-~2-82) [] 5. Federal Estate Tax Return Required [] 6. Decedent Died Testate (Atlach copy [] 7. Decedent Maintained a Living Trust (Attach 2 8. Total Number of Safe Deposit Boxes of Will) copy of Trust) [] 9. Litigation Proceeds Received [] 10 Spousal Poverty Credit (dale of death between [] 11.Election to tax under Sec 91 ~ 3(A) (Attach Sch O) ........ _1_2-_31-91 and 1-1_-95). THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME !COMPLETE MAILING ADDRESS Ivo V. Otto III, Esquire FIRM NAME (If applicable) Martson Deardorff Williams & Otto ~ Ten East High Street TELEPHOr~E NUMBER ............. Carlisle, PA 17013 717/243-3341 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (1) (2) (3) (4) (5) (6) (7) 325,000.00 370,084.38 None None 149,032.10 None None (9) 61,452.01 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 6,153.36 11. Total Deductions (total Lines 9 & 10) (11) 12. Net Value of Estate (Line 8 minus Line 11 ) (12) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line14 taxable at the spousal tax rate, , x ,00 (15) or transfers under Sec. 9116(a)(1.2) (8) 844,116.48 67,605.37 776,511.11 20,000.00 756,511.11 16. Amount of Line 14 taxable at lineal rate 756,511.11 x .045 (16) 34,043.00 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) 20. [] >> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH << 34,043.00 Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: JSTREET ADDRESS I 227 Parker Street iTrf Carlisle ~STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page I Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty 30,000.00 1,578.95 Total Credits (A + B + C) ~4,04o.00 (1) (2) 3 1,578.95 Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMEN'[ (4) __ Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE (5) ....... 2,464.0 5 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 2,464.05 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, benef ts 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 des gnation? .............................................. [] [] 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. Declaration preparer other than !~e p__e[_s_o_n~_l_fepr?_se_nt_a!i_v_e i_s based _on al!?form_ation.o_{_which_preparer had_any k_no_Fledge. __ SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE Anne R. Bowden.._ 42' ' W ..... ,"7 .O > ~' t i ooaoerry street Z:~.J...-C i'< I'-~?1/'14'-'''- University Park, MD 20782 !o Z- ~- ,.5;L~...~ ...~.,'.~ SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE William R. Bowden, Ill ,_..._;, .'~ '~ _ ~. "X ,,-t"] ~;-' ,2-T *~ / :.2L 121 NW 84th Street ~~ > ~_-)~:.c.~?)~_.~...__. Seattle, WA 98117 SI-GJq,~¥~-F~EPARE~R Ot.,IF/~R I'H~ -- ADDRESS ................ DATE Irc ¥.O.~o I~I. E~ru,~rxix[ x{ \o I Es Carlisle PA 17013 For dates of death on or after duly 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 statutedoes 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 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 P.S. §9116 (a) (1.2)]. The tax rate imposed on the Bet 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. 59116 (a)(1)1. The tax rate imposed on the net value of transfers to or for the use of the decedeot'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. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BOWDEN, WILLIAM R. SCHEDULE A REAL ESTATE FILE NUMBER ............................ 21 - 03 - 00636 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing se er, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Residence situate at 227 Parker Street, Carlisle Borough Cumberland County, PA, known as parcel No. 325,000.00 04-21-0322-225, being described in Deed dated April 1, 1968 and recorded in Cumberland County, PA, Deed Book "S", Volume 22, Page 275, and being conveyed to William R. Bowden and Virginia B. Bowden. Virginia B. Bowden died December 5, 2000. Value is actual sale price. (See Settlement Statement attached) TOTAL (Also enter on Line 1, Recapitulation) 325,000.00 ,_~ SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BOWDEN, WILLIAM R. FILE NUMBER 21 - 03 - 00636 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION Legg Mason account # 360-02385. See attached statement UNIT VALUE VALUE AT DATE OF DEATH 369,455.63 $25,000.00 Principal Mortgage Backed Certificate guaranteed by Government National Mortgage Association issued 7/01/1976; maturity date 7/15/2006; principal & accrued interest 628.75 TOTAL (Also enter on line 2, Recapitulation) 370,084.38 ,~ SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BOWDEN, WILLIAM R. FILE NUMBER 21 - 03 - 00636 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorsh,p must be disclosed on schedule F. ITEM NUMBER 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 DESCRIPTION M&T Bank checking account #404276 M&T Bank, CD # 31003908351213, registered Estate of Virginia B. Bowden; William R. Bowden, beneficiary Wachovia Bank, Money Market account # 1010071397540 Wachovia Bank, checking account # 1010071397537 Virginia Bowden TUW, 2000188, income payment received 6/03/03 Legg Mason, income and dividends paid through 07/25/03 1997 Chevrolet Lumina, appraised value James L. Price, sale of household items Jewelry, flatware and coins retained by heirs, appraised value Household furnishings retained by heirs, appraised value Donna Chirico, sale of household goods Small coin collection Small stamp collection Real estate tax proration Comcast, refund UGI, refund Donegal Insurance, refund of premium TOTAL (Also enter on Line 5, Recapitulation) VALUE AT DATE OF DEATH 22,794.94 27,543~18 14,711.68 3,738.25 3,868.53 475.07 4,145.00 20,000.00 38,166.00 952.00 8,605.00 720.OO 500.00 500.00 1,910.45 11.23 182.77 208.00 149,032.10 SCHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF ......................................... BOWDEN, WILLIAM R. ' FILE NUMBER 21 - 03 - 00636 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXpENSFS: I Hoffman-Roth Funeral Home, Carlisle, PA 1,942.00 2 Funeral Reception 148.97 3 William R. Bowden, III, travel expenses to attend funeral 1,594.41 ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid Attorney's Fees Martson Deardorff Williams & Otto (estimated) Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Cumberland County Register of Wills Zip 29,000.00 377.00 Accountant's Fees Tax Return Preparer's Fees Boyer & Ritter preparation of 2003 income taxes (estimated) 250.00 Other Administrative Costs The Sentinel, advertising Letters Testamentary Cumberland Law Journal, advertising Letters Testamentary 102.11 '*q 00 Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 27,962.52 61,452.01 Schedu~ H COMMONWEALTH OF PENNSYLVANIA FuneralExpenses& INHERITANCE TAX RETURN Administrati~ Cosls conlinued RESIDENT DECEDENT ESTATE OF FILE NUMBER BOWDEN, WILLIAM R. 21 - 03 - 00636 3 Cumberland County Recorder of Deeds, copies 1.00 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 2O 21 22 23 24 25 Death Certificates for Virginia Bowden Certified mailing, Department of Public Welfare UPS, overnight mailings through 9/23 EVP, stock valuation William R. Bowden, III, estate administration expenses Register of Wills, short certificate Rufe Chevrolet, vehicle inspection Nationwide Insurance, vehicle insurance M&T Bank, fees ADT Security Services, security service pending disposition of real estate Comcast, cable service pending disposition of real estate PPL, electric service pending disposition of real estate UGI, gas service pending disposition of real estate Sprint, phone service pending disposition of real estate American Radon Solutions, radon mitigation Carlisle Borough, final se,ver/water bill County of Cumberland, 1% of Realty Transfer Tax George L. Ebener & Associates, real estate commission Gilbert's Landscaping, painting Gilbert's Professional Pest Control, termite control David Wiser, lawn care pending sale of real estate Verl Williams, trash hauling 16.00 4.42 31.07 1.55 684.00 6.00 15.85 196.95 10.00 179.51 41.92 111.93 236.00 106.88 890.00 48.44 3,250.00 19,500.00 75.00 371.00 370.00 850.00 Page 2 of Schedule H Scheduk~ H co~ONWE^,~-~ o~ ~ENN~¥'V^N,^ Funeral Expenses & ,N,~,'r^NcE'r~X RETURN /l~rnin~ Costs continued RESIDENT DECEDENT ESTATE oF ......................... BOWDEN, WILLIAM R. !FILE NUMBER 2! - 03 - 00636 26 Mountz Jewelers, appraisal fee 200.00 27 Register of Wills, filing fee, Inheritance Tax return 15.00 28 Reserved for additional probate, filing fees and miscellaneous expenses 750.00 Page 3 of Schedule H COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER BOWDEN, WILLIAM R. 21 - 03 - 00636 Include unreimbursed medical expenses. ITEM NUMBER 1 2 3 4 5 6 7 8 9 10 11 12 DESCRIPTION Outstanding checks on M&T Bank account #404276 Outstanding checks on Wachovia account # 1010071397537 Wachovia Bank Credit Card # 4264-2983-8114-1236 Wachovia Bank Credit Card # 5490-9984-7401-0445 ADT Security Services, account payable Borough of Carlisle, account payable, sexver/water Comcast, account payable American Red Cross, Life Line, account payable Pat Palmer, nursing care, account payable PPL, account payable Sprint, account payable UGI, account payable TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 3,371.93 309.70 12.15 1,362.47 99.51 29.70 41.92 21.00 519.13 70.49 64.00 251.36 6,153.36 'REV-1513 EX+ (9-00) ~ SCHEDULE J COMMONWEALTH OF ,ENNSYLVANIA BENEFICIARIES iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BOWDEN, WILLIAM R. NUMBER 1. 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) William R. Bowden, III 121 NW84th Street Seattle, WA 98117 FILE NUMBER 21 - 03 - 00636 RELATIONSHIP TO DECEDENT DO Not List Trustee(s) Son AMOUNT OR SHARE OF ESTATE One-half of estate residue Anne R. Bmvden 4211 Woodberry Street University Park, MD 20782 Daughter One-half of estate residue ,Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. ;NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX PS NOT :BEING MADE :B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Second Presbyterian Church 528 Garland Drive,Carlisle, PA 17013 Dunbar Presbyterian Church 91 Connellsville, Road Dunbar PA 15431 10,000.00 10,000.00 TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 20~000.00 lAST hlZI i AND VZL L ZAM R. TESTAMENT BO IDEN I, WILLIAM R. BOWDEN, of 227 Parker Street, Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form following: FIRST: I hereby expressly revoke all Wills and Codicils heretofore made by me. SECOND: I hereby direct my Executrix to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. THIRD: I direct that all taxes which may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be paid out of my estate as a part of the administration of my estate. FOURTH: ! give and bequeath to DUNBAR PRESBYTER!AN CHURCH, of Dunbar, Pennsylvania, the sum of Ten Thousand ($10,000.00) Dollars. FIFTH: I give and bequeath to SECOND PRESBYTERIAN CHURCH, of Carlisle, Pennsylvania, the sum of Ten Thousand ($10,000.00) Dollars. SIXTH: I give my residuary estate in equal shares, to my children, WILLIAM R. BOWDEN, III and ANNE R. BOWDEN, or the issue of any deceased child, per stirpes. Bowden, William Will 02/13/01. LASTLY: I hereby nominate, constitute and appoint my son, WILLIAM R. BOWDEN, and my daughter, ANNE R. BOWDEN, to be the Co-Executors of this my Last Will and Testament. No personal representative shall be required to file bond in this or any other jurisdiction. day of IN WITNESS WHEREOF, I hereunto set my hand and seal this ,2001. William R. Bowden SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: Bowden,WilIiam Will 02/13/01 COMMONWEALTH OF PENNSYLVANIA · COUNTY OF CUMBERLAND ' SS. I, WILLIAM R. BOWDEN, Testator, 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 instrument as my Last Will; that I signed it wiiiingiy; and that i signed it as my free and voiuntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by WILLIAM R. BOWDEN, Testator, this i ........ 1:7] ~. .... day of L ;.',.- ...... ,,, 2001 William R. Bowden, Testator Notary Public Bowden. Wi i,"m Will 02/13/01 COMMONWEALTH OF PENNSYLVANIA ' COUNTY OF CUMBERLAND ' SS. We, James D. Flower and Phyllis McCoy , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw 'Festator, WILLIAM R. BOWDEN, sign and'execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. and Sworn or affirmed to and subscribed to before me by Phyl'lis McCoy witnesses this -,"~ -'", ~ ~ ,2001. James D. Flower day of ~.- ~, / Witness Notary public 4 MARTSON DEARDORFF WILLIAMS & OTTO MDW ,.O INFORMATION · ADVICE ' ADVOCACY TEN EAST HIGH STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE (717) 243-3341 FACSIMILE (717) 243-1850 INTERNET www. mdwo.com October 24, 2003 ATTORNEYS ~ COUNSELLORS AT LAW WILLIAM E MARTSON JOHN B. FOWLER III EDWARD L. SCHORPP DANIEL K. Dr~RDORFF THOMAS J. WILU^MS * Ivo V. OTto III GEORGE B. FALLER JR.* CARL C. RISCH DAVID R. GALLOWAY ANTHONY T. LUCIDO · BOARD CERTIFIED CIVIL TRIAL SPECIALIST HAND DELIVERED Office of Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Estate of William R. Bowden Estate No. 21-03-00636 Date of Death: July 26, 2003 Dear Clerk: : '3 -.'- Enclosed with this letter is estate check number 113 in the amount of $30,000.00 representing payment of Pennsylvania Inheritance Tax in the above-referenced estate. Will you please issue the appropriate receipt and forward it to me at the above address. I thank you in advance for your prompt attention to this matter. Very truly yours, MARTSON DEARDORFF WILLIAMS & OTTO Ivo V. Otto IVO/vlo Enclosures F:\FILES\DATAFILEkES TATES\FORMS\ 10954.1 .row.tax.payment INFORMATION * ADVICE · ADVOCACYTM COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD O034O9 OTTO IVO VICTOR III 10 E HIGH STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 191-26-71 10 FILE NUMBER: 2103-0636 DECEDENT NAME: BOWDEN WILLIAM R DATE OF PAYMENT: 01/05/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/26/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $2,464.05 REMARKS: TOTAL AMOUNT PAID: 82,464.05 SEAL CHECK# 117 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF ZNDTVTDUAL TAXES INHERITANCE TAX DTVZSTON DEPT. 280601 HARRISBURG,, PA 17128-0601 IVO V OTTO III NARTSON ETAL 10 E HIGH ST CARLISLE COMMONWEALTH OF PENNSYLVAN'rA DEPARTMENT OF REVENUE ZNHERTTANCE TAX STATEMENT OF ACCOUNT ESQ ~; ~:~ '? WiI~ESTATE OF DATE OF DEATH FTLE NUMBER '04 FEB 27 P 1 ACN ~,~.:t ~ ~ ~-..~ourt PA 17015 ,r,,ul~bo~';ar;,3 PA OZ-Z$-ZOOq BOWDEN 07-Z6-ZO05 Z1 05-0656 CUMBERLAND 101 Aeount Reei~ted REV-160? EX AFP COl-DS) WILLIAM R HAKE CHECK PAYABLE AND REHZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credit to your account, submit the upper port/on of this fore w/th your tax payeent. CUT ALONG THIS L'rNE I...* RETATN LOWER PORTION FOR YOUR RECORDS REV-1607 EX AFP [01-03) .## TNHERTTANCE TAX STATEHENT OF ACCOUNT ESTATE OF BOWDEN WILLIAM R FTLE NO. 21 03-0636 ACN 101 DATE 02-23-200q THTS STATEHENT TS PROVTDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAHED ESTATE. SHO#N BELO# TS A SUHNARY OF THE PRZNCTPAL TAX DUE, APPLICAT/ON OF ALL PAYHENTS, THE CURRENT BALANCE, AND, TF APPLTCABLE, A PROJECTED TNTEREST FTGURE. DATE OF LAST ASSESSMENT OR RECORD ADdUSTMENT: 02-Z~-ZO0~ PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): $~,0~$.00 PAYMENT RECEIPT DISCOUNT [+) DATE NUMBER INTEREST/PEN PAID [-) AMOUNT PAID lO-Zq-ZO0$ 01-05-200q CD005172 CDOOSq09 1,578.95 .00 $0,000.00 2,q6q. O5 ZF PAZD AFTER THZS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDZTZONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT" (CR), TOTAL TAX CREDIT Sq,Oq$.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 You HAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORH FOR TNSTRUCTTONS. ) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 IVO V OTTO II! ESQ MARTSON ETAL 10 E HIGH ST CARLISLE COHNONWEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX &FP ¢B1-05) of DATE ; ?~/il!S ESTATE OF DATE OF DEATH FILE NUHDER FEB 27 P 1 *C~OUNTY *ACH PA 17o1~,t;mD~ri~F~~ CO., PA 02-2q-ZOOq BOWDEN 07-26-2005 21 05-0656 CUHBERLAND 101 Amoun~ Remi*~ad WILLIAM R HAKE CHECK PAYAIILE AND REHIT PAYMENT 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 APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BOWDEN WILLIAH R FILE NO. 21 03-0636 ACN 101 DATE OZ-Zq-200~ TAX RETURN HAS: (X) ACCEPTED AS F/LED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN DASED ON: ORIGINAL RETURN 1. Real Es~a~a (Schedule A) (1) 2. S~ocks end Bonds (Schedule B) (2) $. Closely Held S~ock/Par~narship /n~ares~ (Schedule C) q. Mor~gages/No~as Receivable (Schedule D) (q) 5. Cash/Bank Deposits/Misc. Personal Propar~y (Schedule E) (5) 6. Jointly Owned Propar~y (Schedule F) (6) 7. Transfers (Schedule O) (7) 8. To,al Asse~s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 11. To,al Deductions 12. Ne* Value of Tax Re*urn 325/000.00 370~08q.38 .00 .O0 lq9~032.10 .00 .O0 (8) 61,q52.01 NOTE: To insure proper cradi~ ~o your account, subei~ ~ha upper por~ion of ~his fore wi~h your ~ax payment. 15. NOTE: ASSESSHENT OF TAX: 15. Aeoun~ of Line lq a~ Spousal ra~a 16. Amoun~ of Line lq ~axabla a~ Lineal/Class A ra~e 17. Amoun~ of Line lq a~ Sibling ra~e 18. Aaoun~ of Line lq ~axabla 8qq,116.q8 6,153.36 (~) 67.605.37 (za) 776,511.11 Charitable/Governmental Baquas*s; Non-elac*ed 911:5 Trus*s (Schedule J) (15) Ne~ Value of Es~a*a Subjac~ *o Tax (1~) If an assessment ~as issued prevleusly, lines 1~, 15 and/er 16, 17, reflect figures that /nclude the total of ALL returns assessed to date. 0ISCOUNT /NTEREST/PEN PAID (-) 1,578.95 19. Principal Tax Due TAX CREDITS: PAYMENT RECETpT NUMBER Z0,000.00 756,511.11 18 and 19 will 30,000.00 ~F PA/D AFTER DATE /ND/CATED, SEE REVERSE FOR CALCULAT/ON OF ADD[T/ONAL /NTEREST. PAYMENT MUST BE MADE BY Oq-26-ZOOq~. TOTAL TAX CREDIT I 31,578.95 · ALANCE OF TAX DUEl Z,q6q.05 INTEREST AND PEN. .00 TOTAL DUE Z,q6q.05 /F TOTAL DUE /S LESS THAN $1, NO PAYMENT /S RE~U/RED. ZF TOTAL DUE /S REFLECTED AS A 'CREDIT- ~CR), YOU NAY BE DUE/ REFUND. SEE REVERSE S/DE OF TH/S FORM FOR /NSTRUCT/ONS.} ~.~t~ CD00317Z DATE 10-2q-2005 AMOUNT PA/D (z$), .00 x O0 = .00 (z6). 756,511.11 x Off5= 3q,Oq3.O0 (/7) .00 x 12 : .00 (lB) .00 X 15 = .00 (z9)= Sq,Oq3.00 RESERVATION: Estates of decedents dying on or before December 12, 19BZ -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Comaonaealth 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 NOTICE: PAYMENT: REFUND (CA): OBJECTZONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z$ of 2000. (72 P.S. Section 9140). Detach the top portion of this Notice and submit aith your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REG/STER OF NZLLS, AGENT A refund of a tax credit, ehich ams not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" [REV-ISIS). Applications are available at the Office of the Register of Hills, any of the Z5 Revenue District Offices, or by ceiling the special Z4-hour anseering service for fores ordering: 1-800-562-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-30Z0 (TT only). Any party in interest not satisfied aith the appraisement, alloaance, or disallowance of deductions, or assessment of tax (including discount or interest) as sheen 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. 2810Z1, Harrisburg, PA 171Z8-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factua! errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviaa Unit, Dept. ZB060i, Harrisburg, PA 17128-060! Phone (717) 787-6205. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-lSD1) for an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (5X) discount of the tax paid is allowed. The 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, end 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 same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning aith first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of six (BI) percent per annum calculated at a daily rate of .000164. Ali taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which eilI vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through 2002 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 19BI ZOZ .00054B 1987 9Z .000247 1999 71 .O00lgZ 1983 16Z .000438 1988-1991 11Z .000501 ZOO0 8Z .O00Z19 1984 1II .000501 1992 9Z .000247 2001 9Z .000247 1985 X3Z .000356 1993-1994 7Z .O00XgZ ZOOZ 6Z .000164 1986 XOZ .O00ZTq 1995-1998 9Z .000247 2002 5Z .000137 --Xnterest is calculated as foIlows: /NTEREST = BALANCE OF TAX UNPAID X NUNBER 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 the assessment. If payment is made after the interest computation date shown on the Notice, additionaI interest must be caXculatad. PAYMENT: Detach the top portion of this Notice and submit .ith your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGTSTER OF HILLS, AGENT. -- If NON-RES[DENT DECEDENT make check or money order payable to: COHHON#EALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which ~as not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applicatians are available at the Office of the Register of Hills, any of the Z3 Revenue District Offices or from the Department's Z4-hour ans~aring service for fores ordering: I-BOO-36[-[050; services for taxpayers ~ith special hearing and / or speaking needs: 1-800-447-30Z0 (TT only). REPLY TO: guestion$ regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revie~ Unit, Dept. Z80601, Harrisburg, PA 171Z&-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid ~ithin three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is alloNed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and nat paid before January 18, [996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning aith first day of delinquency, or nine (91 months and one (11 day from the date of death, to the date of payment. Taxes ~hich became delinquent before January 1, [982 bear interest at the rate of six (SI) percent per annum calculated at a daily rate of .000L64. All taxes ~hich became delinquent on and after January l, L982 NiLl bear interest at a rate ~hich aiL1 vary from calendar year to calendar year Hith that rate announced by the PA Department of Revenue. Interest Daily Year Rate Factor Year The applicable interest rates for L98Z through ZOO3 are: Interest Daily Interest OaiZy Rate Factor Year Rate Factor 1982 20Z .000548 1987 9Z .000247 1999 7Z .00019Z 1983 162 .000438 1988-1991 llZ .000301 2000 82 .O00Z19 1984 11Z .O0030L 199Z 92 .000Z47 ZOO1 9Z .000Z47 1985 132 .000356 1993-1994 72 .00019Z ZOOZ 62 .000164 1986 L0Z .000Z74 1995-1998 9Z .000247 2003 5Z .000137 --Interest is calculated as fallows: ZNTEREST TM BALANCE OF TAX UNPAZD X NUHBER OF DAYS DELZNI~UENT X DAZLY ZNTEREST FACTOR --Any Notice issued after the tax becomes delinquent ~ill reflect an interest calculation to fifteen (151 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. REGISTER OF WILLS OF CUMBERLAND COUNTy STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) Name of Decedent: William R. Bowden Date of Death: July 26, 2003 File No.: 21-03-0636 Social Security No.: 191-26-7110 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: State whether administration of the estate is complete: Yes X 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: Did the personal representative file a final account with the Court? Yes No X The separate Orphans' Court No. (if any)for the personal representative's account is: Did the personal representative state an account informally to the parties in interest? Yes X No Date: d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cle~r[~ of tl~ Orphans' Court and may be attached to this report. October 20, 2004 Signature: Name: Ivo V. Otto III, Esquire Address: MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Counsel for personal representative F:\FILES\DATAFILE\ESTATES\ 10954. I .srep