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Home My WebLink About03-0944Estate of also known as Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS WILLIAM B. LOWERY, JR. , Deceased Social Security No. 210-60-2331 Petitiorm~s ), who is/are 18 years of age or older, apr.(les) for: (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut Decedent, dated and codicil(s) dated named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: heim: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: bendente lite; durante absentia; durante minoritata) Petitioner after a proper search has ascertained that Decedent left no Will and was survived by the following spouse (if any) and Name Relationship Residence Elizabeth A. Lowery Spouse 345 Highway 172 Hubert, NC 28539 Taylor Marie Lowery Daughter 345 Highway 172 Hubert, NC 28539 (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 830 Torway Road, Gardners, Dickinson Townshipt Cumberland County, Pennsylvania (list street, number and mun~pality) Decedent, then 23 years of age, died November 11, 2002, at Lancaster General Hospital, Lancaster County, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ............................................... $ 10,000.00 (If not domiciled in PA) Personal property in Pennsylvania ............................. $ (If not domiciled in PA) Personal property in County .................................. $ Value of real estate in Pennsylvania ........................................................... $ Total ........................................................................... $ 10,000.00 Real Estate situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence Elizabeth A. Lowery 345 Highway 172 Hubert, NC 28539 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner above-named swears and affirms 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 representative of the Decedent, Petitioner will well and truly administer the estate according to law. Sworn toand affir, g~,e~Land subscribed ~e.fore me this ~'! ' - __ _ day of E'lT~-abbth A. Lowery 2003 Estate of ELIZABETH A. LOWERY also known as DE( REGISTER Deceased No.~,Q,J- 0,~- Social Security No: 210-60-233'1 Date of Death: 11/'1'1/02 AND NOW, ~L~'~.-.-.~C~ ,- \"& ,200~, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [] Testamentary · of Administration (c. La.; d.b.n.c.t.; pendente lite; dt~rante absenfla; durante minoritate) are hereby granted to Elizabeth A. Lowery in the above estate and that the instrument(s), if any, dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................... Short Certificate(s) .......... Renunciation .................. Affidavit ( ) ................. $ Extra Pages ( ) ............ $. Codicil .......................... $. JCP Fee ........................ $ )0.oO Inventory & Tax Forms... $. Other .... :.'-~x~r~ ............ TOTAL ................ :334529 I Attorney: Vick¥ Ann Trimmer I.D. No: 49679 Address: 3401 North Front Street Harrisburg, PA 17110-0950 Telephone: 717-232-5000 DATE FILED: \/- [,'~-' (~._~ BOND AND OATH IN RE ESTATE OF William B. Lowery, Jr. THE STATE OF Pennsylvania COUNTY OF Cumberland IN THE Register of Wills Cumberland NO. 103983012 COURT OF COUNTY, PA. KNOW ALL MEN BY THESE PRESENTS, That we Elizabeth A. Lowery as Principal, and the Travelers Casualty & Surety Co. of America , as Surety are held and firmly bound unto The Commonwealth of PA. , Judge of Cumberland County, PA. , and his successors in office, in the sum of $ 50,000.00 , conditioned that the above bound Administrator _ shall Principal, who has been appointed by the Judge of said Court as well and truly perform the duties required of him by law under such appointment. Witness our signature, this 29th day of September 2003 Clerk's Stamp Elizabeth A. Lowery Principal Traveler~,C~u.alty~. Su~f~ Americ~ Craig A. Mille~ Attom~y-in-F~ct APPROVED, this day of It is further ordered that all other bonds in force in this cause at this time are hereby cancelled on the approval of this bond, and the Sureties on said bonds are hereby relieved of all further liability for the future acts of the Principal. Judge, Court County, Subscribed and sworn to before me this OATH Elizabeth A. Lowery , do solemnly swear that will faithfully discharge the duties of AdmJ_n'istrator of the estate of ilJ_[lJ, am B. l'.owery, J~,.according to law. §ig n ~,~'re ' ' Notary ;u~lic, in-and for~ County, ..,,Z/'~/'~_._- IN WITNESS WHEREOF, TRAVELERS CASUALTY AND SURETY COMPANY OF AMERICA, TRAVELERS CASUALTY AND SURETY COMPANY and FARMINGTON CASUALTY COMPANY have caused this instrument to be signed by their Senior Vice President and their corporate seals to be hereto affixed this 26th day of July 2002. STATE OF CONNECTICUT } SS. Hartford COUNTY OF HARTFORD TRAVELERS CASUALTY AND SURETY COMPANY OF AMERICA TRAVELERS CASUALTY AND SURETY COMPANY FARMINGTON CASUALTY COMPANY George W. Thompson Senior Vice President On this 26th day of July, 2002 before me personally came GEORGE W. THOMPSON to me known, who, being by me duly sworn, did depose and say: that he/she is Senior Vice President of TRAVELERS CASUALTY AND SURETY COMPANY OF AMERICA, TRAVELERS CASUALTY AND SURETY COMPANY and FARMINGTON CASUALTY COMPANY, the corporations described in and which executed the above instrument; that he/she knows the seals of said corporations; that the seals affixed to the said instrument are such corporate seals; and that he/she executed the said instrument on behalf of the corporations by authority of his/her office under the Standing Resolutions thereof. My commission expires June 30, 2006 Notary Public Marie C. Tetreault CERTIFICATE I, the undersigned, Assistant Secretary of TRAVELERS CASUALTY AND SURETY COMPANY OF AMERICA, TRAVELERS CASUALTY AND SURETY COMPANY and FARMINGTON CASUALTY COMPANY, stock corporations of the State of Connecticut, DO HEREBY CERTIFY that the foregoing and attached Power of Attorney and Certificate of Authority remains in full force and has not been revoked; and furthermore, that the Standing Resolutions of the Boards of Directors, as set forth in the Certificate of Authority., are now in force. Signed and Sealed itt tl~ Home Office of the Company, in the City of Hartford, State of Connecticut. Dated this ~ day of 2ooz {~ iHA~I m. ~ .,1 .v By Kori M. Johanson Assistant Secretary, Bond (~)m!~o0-II) · p~tpm, l~ s! l! tI~.rttax ol ~u.Pa'~opun ao puoq ,{tm ol l~odso~ iD.tax ~artlrtj oql m. XtmdmoD oql uodn 9m. pm.q ptm plI~,X oq ii~tlS i~os oi.rai.ts~j ptm o.tm~u'Als oi.m.q.s~j tDns lq p~9!12~ ptm poln~oxo os zo^~od ttgns Arm ptm ,{u~dulo3 oql uodn Sul. pm.q ptm plreA aq ilUtlS i~as oi.m.q.s~J Jo aml~u~!s ~i.rtu!s~.l ttgns Su.Lm~q ol~9;..i!Lto~ ao ,{ouaoll~ jo za.aaod lt~ns ,{tm pu~ 'joazaqq aml~u oql m. ~ol~i~llqo sSm. l.uax zoqqo ptre sS .ul,,,,,,,,,,,,,,,,~apun ptm spuoq i~k.q.l$;~lll~ ptl~ Sulln~axo jo ,{iuo sosod, md ~oj lo~:i-u?sf~mozrv' ~o s~.t~o$ lums!ssv lu~p!s~E 'slu~p!soM ~!A lu~P!S~'eI ~m. lulodd~ ola~ql ~uIl~I~ ~I~U!IJ~9 Xu~ ol ~o ,~mo~ jo ~Axod Arm ol aI.rtm..s~J tq pax!jg~ aq lam/tmdmoo ato jo I~aS aS ptm 'Lr~a~a~ lu'as!ssV Arm 'A.~a~oaS Arm huap!saJd ~9!A lu~qs!ssV ,{u~ 'lu~pls~d ~OlA Xtra '3u~p!S~icI ~!A ~o!u~$ Arm 'lu~p!s~IcI ~o!A ~a!ln~xH ,{m~ 'lu~pls~Jci :si~t.j. lo S .U~OliOJ ~q-1 jo q~ jo ~.mlwai~!s ~qq l~tli :GE.I. OA · Xl.uoq'me jo uoB~S~Iap ua~.uax ~ m ltrensmd saao~o i~dmoD o Join ~o ~uo iq j) 'I~aS aapri pan~x~/Inp (q) ~o '~aaoaS l~s!ssV ~o ~a~S ~ iq l~aS s,/~dmo~ a~ ~ paI~S p~ palsaa~/Inp p~ ~l~a~aS i~ ~o ~3~S ~leJo~oo aS '~ams~a~ l~s!ssV i~ 'Jams~a~ ~$ 'lu~p!s~d ~3iA puo3~S l~ '~uap!s~a a3lA l~ ~o lu~plsa~g ~3IA ~o~aS IeUO!llpuo~ Jo 'a~o~aa 'puoq e jo a~u a~ ~ ~oleS!Iqo S~l~ Jo '~opuI jo l~eauo, 'a~z~uSo~ai 'puoq X~ 1~ :G~OA sI uolle~aiap q~ns q~o ~e$ paplaoJd '/~dmoD s~ jo saa/oldma Jo s~a~o a~om ao ~uo ol/l~o~n~ ~o~aJoj a~ jo ~d l~ ao II~ al~Salap ~ ~olegllqo sS~l~ aa$o p~ '~apm jo slgeauo9 'sao~zmSooaJ 'spuoq leas s,/u~dmoD aS $~ leOS p~ a~u s,i~dmoo a~ ~ ~ls ol aq~s~Jd Acm apo~ne Jo al~UlUa~/aq ~o slq s~ ~osn~ q~ns aal~odd~ y~ns aAiS i~m p~ i~dmoo ~ jo jleq~q uo p~ Joj 3o~ o3 s~u~Sv p~ i~ 'luaplsa~d aOlA i~ 'luap!sa~8 aa!A io~as l~ 'luaplsa~d aOlA aaDn~axE l~ '~qo a~lA i~ 'luaplsa~d a~ '~qO a~ le~ :G~OA a~e suo.nnlosa-d qo.rtpa 'sa.m-edmoD p.ms jo suo.nnlosa'8 i~u~um$ gu.tatoiIoj aql jo fl.uoqlne iq ptre Japun apmu s! luaunmodde s.rtt.L J~DVA-IqI-(S)A~IK}IO,LLV ~lO XII~OHJ~flV AO 3£VDI,;fI,LIt~ID (INV' A,~h!HO~LLV flO lt~tAAOd CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: WILLIAM B. LOWERY JR. Date of Death: November 22, 2002 Will No. To the Register: Admin. No. 21-03-0944 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 March 11, 2004 Name Address Elizabeth A. Lowerv 345 Highway 172, Hubert, NC 28539 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: March 11, 2004 ~~~ Signature Vicky Ann Trimmer, Esquire Name 3401 North Front Street Harrisburg, PA 17110 Address Capacity: (717) 232-5000 Telephone Personal Representative ~ Counsel for Personal Representative 393601vl Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of WILLIAM B. LOWERY, JR. also known as , Deceased Social Security No. 210-60-2331 Petitione~(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut Decedent, dated and codicil(s) dated __ named in the Last Will of the State retevant circbi~,~,~s, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: [~ B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente I~te; durante absentia; durante minoritate) Petitioner after a proper search has ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence J Elizabeth A. Lowery Spouse 345 Highway 172 Hubert, NC 28539 Taylor Marie Lowery Daughter 345 Highway 172 Hubert, NC 28539 (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 830 Torwa¥ Road, Gardners, Dickinson Township, Cumberland County, Pennsylvania (list strset, number and municipality) Decedent, then 23 years of age, died November 11, 2002, at Lancaster General Hospital, Lancaster County, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ............................................... $ 10,000.00 (If not domiciled in PA) Personal property in Pennsylvania ............................. $ (If not domiciled in PA) Personal property in County .................................. $ Value of real estate in Pennsylvania ........................................................... $ Total ........................................................................... $ 10,000.00 Real Estate situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence Elizabeth A. Lowery 345 Highway 172 Hubert, NC 28539 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner above-named swears and affirms 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 representative of the Decedent, Petitioner will well and truly administer the estate according to law. Sworn to and affir~e.~,,and subscribed ~e.fore me this ~ '" day of E'lT~ab{~th A. Lowery -'_ 003 Estate of ELIZABETH A. LOWERY DE also known as REGISTER Deceased No.~q.J- 0.3 - 0~/~ Social Security No: 210-60-2331 Date of Death: 11/11/02 AND NOW, ~,-.,c~ ,- V'& ,200~, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [] Testamentary · of Administration (c.t.a.; d.b,n.c.t.; pendonte lite; durante absentia; durante minoritate) are hereby granted to Elizabeth A. Lowery in the above estate and that the instrument(s), if any, dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................... Short Certificate(s) .......... Renunciation .................. Affidavit ( ) ................. Extra Pages ( ) ............ Codicil .......................... JCP Fee ........................ Inventory & Tax Forms... Other .... i.'"~c~ ............ TOTAL ................ $ $ $. $ $ )o. oO $ Attorney: VickyAnn Trimmer I.D. No: 49679 Address: 3401 North Front Street Harrisburg, PA 17110-0950 Telephone: 717-232-5000 DATE FILED: il-{,%- 0.._a) :334529 1 BOND AND OATH IN RE ESTATE OF William B. Lowery, Jr. THE STATE OF Pennsylvania COUNTY OF Cumberland IN THE Register of Wills Cumberland NO. 103983012 COURT OF COUNTY, PA. KNOW ALL MEN BY THESE PRESENTS, That we Elizabeth A. Lowery as Principal, and the Travelers Casualty & Surety Co. of America , as Surety are held and firmly bound unto The Commonwealth of PA. Judge of Cumberland County, PA. , and his successors in office, in the sum of $ 50,000.00 , conditioned that the above bound Principal, who has been appointed by the Judge of said Court as Administrator shall well and truly perform the duties required of him by law under such appointment. Witness our signature, this 29th day of September 2003 Clerk's Stamp Elizabeth A. Lowery Principal APPROVED, this__day of Traveler~ualty~u~(~.~ Americ~ BY: CraigS~ ~/'{' ~'~'~-~' AttorT~-Fin_-~act It is further ordered that all other bonds in force in this cause at this time are hereby cancelled on the approval of this bond, and the Sureties on said bonds are hereby relieved of all further liability for the future acts of the Principal. Judge, Court, County, OATH ~-lizabeth A. Lowery , do solemnly swear that will faithfully discharge the duties of Ad~.nJ_strator of the estate of WillJ.am B. Loweryt Jr,.according to law. ,~i~n ~,~r e ' ' Subscribed and sworn to before me this Z)/rX'-day of /~~~,~ Notary Public, in and for~~_~2~_County,/Z/~_~ IN WITNESS WHEREOF, TRAVELERS CASUALTY AND SURETY COMlaANY OF AMERICA, TRAVELERS CASUALTY AND SURETY COMPANY and FARMINGTON CASUALTY COMPANY have caused this instrument to be signed by their Senior Vice President and their corporate seals to be hereto affixed this 26th day of July 2002. STATE OF CONNECTICUT } SS. Hartford COUNTY OF HARTFORD TRAVELERS CASUALTY A.ND SURETY COMPANY OF AMERICA TRAVELERS CASUALTY AND SURETY COMPANY FARMINGTON CASUALTY COMPANY George W. Thompson Senior Vice President On this 26th day of July, 2002 before me personally came GEORGE W. THOMPSON to me known, who, being by me duly sworn, did depose and say: that he/she is Senior Vice President of TRAVELERS CASUALTY AND SURETY COMPANY OF AMERICA, TRAVELERS CASUALTY AND SURETY COMPANY and FARMINGTON CASUALTY COMPANY, the corporations described in and which executed the above instrument; that he/she knows the seals of said corporations; that the seals affixed to the said instrument are such corporate seals; and that he/she executed the said instrument on behalf of the corporations by authority of his/her office under the Standing Resolutions thereof. My commission expires June 30, 2006 Notary Public Marie C. Tetreault CERTIFICATE I, the undersigned,. Assistant Secretary of TRAVELERS CASUALTY AND SURETY COMPANY OF AMERICA, TRAVELERS CASUALTY AND SURETY COMPANY and FARMINGTON CASUALTY COMPANY, stock corporations of the State of Connecticut, DO HEREBY CERTIFY that the foregoing and attached Power of Attorney and Certificate of Authority remains in full force and has not been revoked; and furthermore, that the Standing Resolutions of the Boards of Directors, as set forth in the Certificate of Authority, are now in force. Signed and Sealed ~at tl~ Home Office of the Company, in the City of Hartford, State of Connecticut. Dated this e~A/ day of By Kori M. 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AVl:LL VDIH~AIV &O 3dq¥cIl~OO AI~LrlS GN'V A,&~IVflSVD SH~"IHAVltI CERTIFICATION OF NOTICE UNDER RUI,~, 5.6(A) Name of Decedent: WILLIAM B. LOWERY JR. Date of Death: November 22, 2002 Will No. Admin. No. 21-03-0944 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 March 11, 2004 Name Address Elizabeth A. Lowerv 345 Highway 172, Hubert, NC 28539 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: March 11, 2004 Signature Vickv Ann Trimmer, Esquire Name 3401 North Front Street Harrisburg, PA 17110 Address (717) 232-5000 Telephone Capacity: __ Personal Representative ~X Counsel for Personal Representative 393601vl METTE. EVANS & WOODSIDE A PROFESSIONAL lXlRPORA!I':lON ATTORNEYS AT LAW 3401 NORTH FRONT STREET P.o. BOX 5950 "R"'" V'In]I:l'RlJRG. PA. 17110-0950 VICKY ANN TRIMMER, ESQ. mBN'" 28-1985005 E~MAIL ADDRESS vatrimmer@mette.com TllILlllPHONlll (71'1J 282-15000 FAX (71.7) 286-1816 http://www.mette.oom August 25, 2005 J. Paul Dibert Inheritance Tax Division PA Dept. of Revenue Bureau of Individual Taxes Dept. 28060 I Harrisburg, PA 17128-0601 Re: Estate of William B, Lowery File No. 21-03-0944 Dear Paul, Enclosed is the original inheritance tax return for the above estate. The estate was opened to pursue litigation. The litigation was abandoned without the recovery of any proceeds. The Administratrix has relocated to North Carolina and refuses to respond to any correspondence from our office. Weare unable to get her signature on the enclosed 0 asset tax return. As a result, we cannot file the tax return directly with the Cumberland County Register of Wills as they will not accept a return that is not signed by the Administratrix. There are no funds to use to pursue litigation to obtain her signature. Since there is no legal requirement to file a return where there are no taxable assets, please accept the enclosed return which I have signed so that I can close this estate. By copy of this letter, I am providing a copy of the return, signed only by me, to the Register of Wills so they have one in the files. Please contact me if you need additional information. Sincerely yours, t4 /t.L Vicky Ann Trimmer --- o '::;0 ~ ~~~ ~"Q ::-n Enclosure /' cc: Cumberland County Register of Wills V J') ;:-:. -, 431336v1 '" = ~-=-~ Con > c:: C;~ N U> ~~;~ !:: N W -TJ 11\ ,.--", ~ (~~-S --~ S~.2 :.i:~ _eO_, ':,;.;'1 .-n -r"''') . n-l ,~-' (-) " \ ~ Cumberland County - Register Of Wills One Courthouse Square Carlisler PA 17013 Phone: (717) 240-6345 Date: 10/10/2005 LOWERY ELIZABETH A 345 HIGHWAY 172 HUBERTr NC 28539 RE: Estate of LOWERY WILLIAM B JR File Number: 2003-00944 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULESr NO. 103 SUPREME COURT RULES DOCKET NO. lr for decedents dying on or after July lr 1992r the personal representative or his counselr within two (2) years of the decedent's deathr shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/11/2005 Your prompt attention to this matter will be appreciated. Thank You. SincerelYr ~A.~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge G- '-/" REV-1500EX(6-00) w .... :!ll::~CI) U">< W"U ,,00 uil:iil .. < OFFICIAL use ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 - 03_ ---994L__ COUNTY CODe YEAR NUMBER SOC~SECURITYNUMBER 210-60-2331 I- Z W C w lil c DECEDENl'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Lowery, Jr., William B DAlE OF DEAIH (MM-Do..YEAR) DAlE OF BIRTH (MM-Do..YEAR) 11/11/2002 08/11/1979 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Lowery, Elizabeth A [Xl 1. Original Return D 4. Limited Estate D 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation ProceecIs Received REGISTER OF WILLS SOCIAL SECURITY NUMBER 533-90-0250 THIS RETURN MUST BE FILED IN DUPLICATE WIlli lliE D 2. Supplemental Return D 3. Remailder Retum (date of d88th prior to 12-13-82) D 4a. Future Interest Compromise (dale of death after 12-12-82) D 5. Federal Estate Tax Retum Required D 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ 8. Total Number of Safe Deposit Boxes D 10. SpousalPoverIyCreclit (dale 01 dealh belWeen 12-31_91 and 1-1-95) D 11. Election to tax under Sec. 9113(A)(AltaChSchO) >- z w o z o .. ~ 21 l) THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COrvPLElE MAILING ADDRESS Vicky Ann Trimmer, Esquire FIRM NAME (If Applicable) Mette, Evans & Woodside lELEPHQNE NUMBER 3401 N, Front Street PO Box 5950 Harrisburg, PA 17110-0950 717-232-5000 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) z o i= :s ;:) l- ii: tJ w a:: 6. J~ Owned Property (Schedule F) U Separate Billilg Requested 7. Inter.Vivos Transfers & Miscellaneous Non.Probate Property (7) (Schedule G or L) (.J 0,00 8. Total Gross Assets (total Lines 1.7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 0.00 0,00 0.00 12. Net Value of Estate (Line 8 minus Lile 11) 13. Charitable and Governmental Bequests/See 9113 Trusts fOf' which an election to tax has not been made (Schedule J) 1.. Net Value Subject to Tax (Line 12 mnus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABlE RATES 15. Amount of Line 14 taxable at the spousal tax 0.00 z rate, or transfers under Sec. 9116 (a)(1.2) 0 ;:: ,.. Amount of Line 14 taxable at lineal rate 0.00 ~ ::> 0,00 .. 17. Amount of Line 14 taxable at Sibling rate :Ii 0 0,00 U 18. Amount of Line 14 taxable at collateral rate >< < Tax Due .... 19. 0.00 x.OO_(15) 0.00 0.00 0,00 0,00 0,00 x.04~ (16) x.12 (17) x.15 (18) (19) 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 2W46451.0oo Decedent's Complete Address: S1REET ADDRESS 830 Torway Road cny .rSTAlE I ZIP Gardners PA 17324 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credils/Payments A. Spousal Poverty Cred~ B. Prior Payments C. Discount (1) 0.00 0.00 0.00 0.00 3. InteresUPenally if applicable D. Interesl E. Penally Tolal Credits (A + B + C) (2) 0.00 0.00 0.00 TolallnleresUPenalty (0 + E) (3) 0.00 4. If Line 2 is grealer than Line 1 + Line 3, enler Ihe difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (5A) 0.00 (5B) 0.00 Yes D D D D D D contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D lZJ 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 retum, including accompanying schedules and statements, and to the best of my knowl&dga and belief, it is true, correc:tand complete. Declaration of preparer other than the personal representative is based on all infomlation of which preparer has any knowledge. SIGNA ruRE OF PERSON RESPONSIBLE FOR FILING RETURN 1. Did decedent make a transfer and: 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 dea1h 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 whidl No [Z] [Z] [Z] [Z] IZJ IZJ DATE AOORE S vans 00 S1 e Harrisburg, PS 17055 ron r.h-Ar For dates of death on or atter 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. ~ 9916 (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.g. ~ 9116 (a) (1.1) (ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disdosure of assets and filing a tax retum 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.g. ~ 9116(a)(1.2)J. The tax rate imposed on the net value of transfers to or for the use of the dececlent's llneal 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 erfer the use of the decedent's sIblings is 12% (72 P.g. ~ 9116(a)(1.3)]. A sibling Is deftned, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 2W46481.000 Estate of William B. Lowery 21-03-0944 This estate was opened for the sole purpose of pursuing litigation regarding the decedent's death. The litigation was abandoned and no proceeds or funds were recovered. The Administratrix, Elizabeth A. Lowery, has relocated to North Carolina and has not responded to any recent correspondence regarding this estate. Weare unable to obtain her signature on this tax return. 431335vl Cumberland County - Register Of Wills One Courthouse Square Carlislel PA 17013 Phone: (717) 240-6345 Date: 10/10/2005 TRIMMER VICKY ANN 3401 NORTH FRONT STREET HARRI SBURG I PA 17110-0950 RE: Estate of LOWERY WILLIAM B JR File Number: 2003-00944 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 1992/ the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/11/2005 Your prompt attention to this matter will be appreciated. Thank You. SincerelYI ~~~ GLENDA FARNER STP~SBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge v-G- Will No. PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF THE ESTATE IS NOT COMPLETED, FILE A 6.12 FORM YEARLY UNTIL COMPLETION. STATUS REPORT UNDER RULE 6.12 Name of Decedent: WILLIAM B. LOWERY. JR. Date of Death: November 11.2002 Admin. No. 21-03-0944 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate. 1. State whether administration of the estate is complete: Yes~ NoD 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: _. 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? YesD No~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: _ c. Did the personal representative state an account informally to the parties in interest? Yes ~ No D Estate was opened for litigation purposes. No assets were recovered. Litigation was abandoned. d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~~~ Signat re Date: L_~ C. LL.t ~,2 . ..... u- -- Le- e) c~] U-1 C) D.: C) c) Le.1 r.:c 431305vl / (};; '1/U.I"- Vicky Ann Trimmer. Esquire Name (Please type or print) N N C'J 3401 North Front Street. P.O. Box 5950 Address (717) 232-5000 Telephone C- o ("-I t-- (...) o u::> t;::::) C;:::J c-.l Capacity: D Personal Representative ~ Counsel for Personal Representative Harrisburg'. PA 17110-0950