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Home My WebLink About07-18-12 1505611180 -J REV-1500 Ex(°2-,,, (FI) pennsylvanja OFFICIAL USE ONLY PA DeparMent of Revenue ocrenn.ex*orneveeue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 230601 Hardsburg. PA 1 71 2 3-0601 RESIDENT DECEDENT ~ I ~ ~/„~ (~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 204-26-9665 05162011 01161933 Decedent's Last Name Suffix Decedent's First Name MI BOWERS MARIE E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Nan1e MI Spouse's Social Security Number FILL IN APPROPRIATE BOXES BELOW ® 1. Odginal Return 0 4. Limited Estate 0 fi. Decedent Died Testate (Attach Copy of Will) 0 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 0 2. SuDPlemental Retum Q 4a. Future Interest Compromise (date of death after 12-12-82) Q 7. Decedent Maintained a Living Trust (Attach Copy of Trust) Q 10. Spousal Poverty Credit (Date of Death Between 12-31-91 and 1-i-95) CORRESPONDENT-TNIS SECTION MUST BE COMPLETED. ALL Name WANDA L GAUKER First Line of Address 313 SYLVAN STREET Second Line of Address Ciry or Post Office MARYSVILLE CONFIDENTIAL TAX INFORMATION SXOIILD BE DIR Daytime Tele 71'75141 State ZIP Code PA 17053 v~h c~ w f~ ) ~.> -= r -r L ?ri Correspondent's a-mail address: 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, SI~f~AT(URE QF PREP. AFtER OTHQR~f'NAN REPRESENTATIVE ~ j l~ ~ I ~^ 610 LANSVALE STR_E"ET, MARYSVILLE, PA 17053 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505611180 1505611180 J Q 3. Remainder Return (Date of Death Prior to 12-13-32) Q 5. Federal Estate Tax Retum Required 8. Total Number of Safe Deposit Boxes 0 11. Election to Tex under Sec. 9113(A) (Attach Schedule O) E Pr ph~ t~[gber ~ V ,~L rr~ --- r, J 1sos61128a REV-1500 EX (FI) Decedent's Social Security Number oecedent's Name: MARIE E BOWERS i204-26-9665 RECAPITULATION 1. Real Estate (Schedule A) ........................................ . 1. N 0 N E 2. Stocks and Bonds (Schedule B) ................................... . 2. N 0 N E 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. . 3. N 0 N E 4. Mortgages and Notes Receivable (Schedule D) ....................... . 4. N 0 N E 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ... . 5. 357 . ~ D 6. Jointly Owned Property (Schedule F) Separate Billing Requested ..... .. 6. N 0 N E 7. Inter-Vvos Transfers & Miscellaneous Non-Probate Property (Schedule G) OSeparate Billing Requested ..... .. 7. 1135 D . 00 8. Total Gross Assets (total Lines 1 through 7) ........................ .. 8. 113857.0 (1 9. Funeral Expenses and Administrative Costs (Schedule H) ............... . 9. 962 . ~ ~ 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ........... . 10. 3 9 2 2 ~ . 0 ~ 11. Total Deductions (total Lines 9 and 10) ............................ . 1 t. 4 018 2 . 0 0 12. Net Value of Estate (Line 8 minus Line 11) .......................... . 12. 73675 . ~0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .................... .. 13. ~ . D 0 14. Net Value Sublect to Tax (Line 12 minus Line 13) .................... ..14. 7 3 6 7 5 . D D TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)X.0 0 15. 0.00 16. Amount of Line 14 taxable at linealratex.o 45 73675.00 16. 3315.38 17. Amount of Line 14 taxable at sibling rate X # # # 17. D . ~ ~ 18. Amount of Line 14 taxable at collateral rate X # # # 18. ~ . ~ ~ 19. TAX DUE ....................................................... 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 3315.38 0 L 1505611280 1505611280 J REV-1500 FCC (FO Page 3 Decedent's Complete Address: Flle Numher 204-26-9665 2111-0630 DECEDENTS NAME MARIE E BOWERS STREET ADDRESS 1609 HIGH STREET CITY ENOLA STATE PA ZIP 17025-3162 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount (1) 3315.38 Total credits (A + B) (z) O.oD 3. Interest (3) 42.13 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 3357.51 Make check payable to: REGISTER OF WILLS, AGENT ';? {+~! tp} ~ t t{y~+fli w r ° ~ ~! t'r<t t (~ vi r!(i { t~ul i4 °~'}° ° .. {rb ° II I! it w) ti(~{4L {i.i ..I ~~ }}i4 ! ~t ° t ._. i r i i .i ....a t, m ,f as:::.fri,~+6l~t~ act! Rvkl.,r:!! :I v,l,::,.,.vi , t.,a t n,lty :6atd l tin t.Iii~ 4, ..a I t„ ~ I(~, i ~(!e h(~AI, ~ ~!::,t °t..ilt„' St„ t° :~ ~ :~1,..., i. t~~ni i vv,h°. ~.., {~ ~i?..,.d t.i,., . , j PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a Vanster and: Yes No a. retain the use or inwme of the property transferred ................................................................................ ....... ^ b. retain the right to designate who shall use the property transferred or its inwme .................................... ...... ^ c. retain a reversionary interest ................................................................................................................... ....... ^ d. receive the promise for life of either payments, benefits or care? ............................................................ ...... 2. If death occurred after Dec. 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. For dates of death on or after July t, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (I)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [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 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 21 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 percent [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 percent, except as noted in [/2 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 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, ~,vhether by blood or adoption. REV-1508 EX+(11-10) SCHEDULE E Pennsylvania CASH, BANK DEPOSITS, & MISC. NHERITA CE OA%RRETURN PERSONAL PROPERTY RESIDENT DECEDENT is I wt t ur: FILE NUMBER: MARIE E BOWERS 2111-0630 Include the proceeds of litigation and the date the proceeds were received by the estate. Ir more space is needed, use additional sheets of paper of the same size. REV-1510 F~C+ (OB-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY MARIE E BOWERS 2111-0630 This schedule must be wmpleted and fled H the answer to any of questions 1 through 4 on page tYlree of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE TIE NAME OF THETMNSFEREE, THEIR RELITIONSHIR TO DECEDENT ANO THE GATE OFTMNSFER. ATTACHACOPV OF THE OEEO FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET °/°OF DECD'S INTEREST EXCLUSION °F~°PPC""~ TAXABLE VALUE 1. Residential Real Estate 1609 High Street, Enola, PA 17025 113,500 100.00% 113,500 The debt listed on Schedule I is secured by this property 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL (Also enter on Line 7, Recapitulation) $I 113,500 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+(10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDEM DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER MARIE E BOWERS 2111-0630 Decedents debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hetrick-Bitner Funeral Home 671 Medical Bills (see Attached Spreadsheet Insurance B. 1. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address Ciry Year(s) Commisslon Pald: 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant State 21F' Stree[Address Ciry State Relationship a/Claimant to Decedent 4. 5. 6. 7. Probate Fees: Accountant Fees: Tax Retum Preparer Foes ZIF' TOTAL (Also enter on Line !3, Re If more space is needed, use additional sheets of paper of the same size. 55 37 74 125 REV-1512 EX+(12-0e) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES ~ LIENS ESTATE OF FILE NUMBER MARIE E BOWERS 2111-0630 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, Including unrelmbursed medical expenaes. 0 0 0 0 0 0 0 rn rn m rn rn rn 1 01 ~ ~ ~ ~ ~ ~ ~ r N 0 0 0 0 U1 V r N N Q1 \ \ \ \ \ \ r r r r r r r r r r r N ' 2 G 2 S l'1 G fD O • ~ as , 3 ~ ^ ~ I ~* c , ° ~ ~ o- o ro' ~ ~ am o (~ ~ ~ ~ m ~ _ o O ~ ~' W ~. ry q ~ ~ o i ~+ 7 O C fi `G ~ 7 fl. < d d ? ~ ~ i (~ fD {%1 V=i 7 ~ m ~ N ~ O ~ ~ ~ C ~ ~ K ~ n' ~ o ~ GI IA ^ I°! o~ - m ~ ~ ~ S ~ O ~ '~ 3 '^ 3 '° ~ n n ?± ~ ~ m ? I ~ a ~ ~ N r r r r w r ~' N N N Ql N ~' r r r ~O r p V l0 A Ol In p~ L7 G1 L7 D "'~ d d d n O C C C ~ ~ F I ~ fD ~ fD C .r ~ ~ T C 7 d V ~ r r A A to to to '~ tA i/1~ Vf fD n V1 N N d ~ V O Oo A N N O to iA Vf y/f r r V W O r Q~ N b rn O i O O ~ ~ n ° c ~ ~ m d o _ V ~ ~ ~ (.u O ~ C C ~O to .r HTML Version Conyripht 2011 Daniel B. Evans. All rights reserved _. _. Common Level Ratios for Pennsylvania Realty Transfer Tax (Current through June 2012) When preparing and filing a Pennsylvania realty transfer tax affidavit, it is necessary to report both the assessed value of the property and the "common level rafio factor," which is based on the average ratio between the assessed value anc fair market value of real estate in that county. If the transfer is not exempt from t~ix, the tax is based on the greater of (a the actual consideration for the transfer and (b) the product of the assessed value and the common level rafio factor. The common level ratios aze calculated by the State Tax Equalization Board based on sales data, and both the common level ratios and factors based on the common level ratios aze published each year in the Pennsylvania Bulletin. (The common level ratio factors are the mathematical reciprocals of the common level ratios.) The table below shows the factors which have been in effect for the last six yeazs. The factor to apply to a particulaz transfer is based on the date the document is "accepted," which is rebuttably presumed to be the date specified in the body of the document as thetlate, of the instrument. (See 61 Pa. Code § 91,.102, relating to acceptance of documents.) When two factors aze provided in the table for a range of dates, the seconil'oneis a revised factor reflecting a change in the assessment ratio or assessment base, and is effective from January 1 of the second year. __. .. Common Level Ratio Factors 7/1/03 __ 7/1/04 ! 7/1/05 7/1/06 % 7/1/07 7/1/08 7/1/09 7/1/10 7/1/11 to to to to to to to to to County ' 6/30/04 ', 6/30/05 ' 6/30/06 ' 6/30/07 ' 6/30/08 6/30/09 6/30/10 6/30/11 : 6/30/12 (33 Pa.B. (34 Pa.B. (35 Pa.B. ; (36 Pa.B. ;; (37 Pa.B. (38 Pa.13. (39 Pa.B. (40 Pa.B. (41 Pa.B. 2560) 3074) ! 3365) 2875) ; 2778) 3337) 3245) 4041) 4262) -Adams 2.65 2.89 ' 3.28 3.98 4.53 4.55 j 4.51 4.22 1.00 Allegheny 1.03 1.07 1.10 1.10 1.15 1.16 1.14 1.16 1.17 .Armstrong 2.36 2.52 ', 2.56 2.70 ! 2.79 2.87 2.76 2.77 2.65 .Beaver 2.87 3.11 3.23 3.31 ~ 3.41 3.43 __ 3.36 3.35 3.06 ..Bedford 4.48 5.13 5.00 5.47 81 5 6 45 ' 5.59/1.00 1.00 1.28 . . [81 Berks 1.11 1.16 1.25 1.33 1.47 1.52 1.48 1.43 1.37 .12.66/9.50 43 8 6 67 Blair 11.91 ! 12.66 11.91 12.20 12.20 12.05 [81 . . !Bradford I 2.20 2.31 2.43 2.63 ; 2.68 j 2.79 2.77 2.94 2.99 ':Bucks 28.57 32.26/8.07 8.93 10.10 10.99 10.64 10.31 9.17 8.85 Butler 8.93 9.62 9.90 10.20 10.42 __ 10.75/ 8 06141 6.25[6] 7.30 5.24 .Cambria 6.29 6.14/3.07 3.57 3.60 3.22 3.01 3.03 2.82 2.99 :Cameron 2.83 2.68 2.81 '; 3.08 ~ 2.96 2.85 2.99 ! 3.08 2.44 Carbon 2.22 2.32 2.52 j 2.74 3.12 3.20 ~ 3.01 2.72 2.33 ,Centre 2.53 2 68 ! 3.04 _ 3.24 ~ _ 3.41 __ _ ~ 3.62 ___ 3.47 '. 3.46 3.56 Chester 1.35 1.47 i 1.65 1.82 ~ 1.93 1.93 1.89 1.81 1.79 Clarion 4.98 5.26 ~ ! 5.10 ~ 5.38 ; i 5.65 ' 5.16/3.87 1 ~q] 3.706] ! 3.80 3.38 Clearfield i 4.88 ', 5.24 ! 5.13 5.47 5.75 ~ 5.68 4.74 i 5.29 4.95 Clinton 3.55 3.53 I i 3.73 ~ ' 4.24 ~ 4.46 .4.51/1(10 ; ~ (q] ~ i __.. 1.006] 1.03 ~ 1.01....... jColumbia 2.92 3.05 ~ 3.26 3.47 3.55 ~ 3.76 3 69 3.69 3.79 ;Crawford j 2.83 i 2.95 2.87 ~ 3.02 , 3.04 ! 2.98 2.85 ~ 2.78 2.68 i '' i 1.05 ~ 1.11/1.00 I 1.00 ~ 1.14 i 1.22 1.26 ~ 1.26 ~'~~.~ ~ ~ 1.00 ,Dau hin p 1.07 1 14 _. ~ .,. ....... _. 1.24 ___ 1.33 ~ 1.40 .. ; i 1.46 _ _ . 1.42 ._ 1.42 ;. 1.36 Delaware 1.15 1.26 1.38 1.55 ~ 1.64 1.72 ~ 1.63 ~ 1.56 1.48 ;Elk 5.00 ! 5.05 ;5.26/2.18: 2.18 ____ 2.65 ~ 2.49 2.61 2.52 2.36 Erie 1.00* ~ 1.09 I 1.13 1.18 j 1.20 ~ 1.21 1.26 ~ 1.22 ~ 1.18 ' ;:Fayette 1.00* , ~ .1.03 ~ 1.10 ! 1.14 1.17 , 1.17 ~ 1.22 1.23 1.21 __ _... _-__ _. (Forest 4.72 _...4.74 ~ ._ 4.37....,..- , 4.83 _ _. _ 5.21 _. ,_-- __ _ 4.20 j __ .. 5.10 _, _ .. j 4.26 ! _.. 3.73 !. Franklin 6.45 ~ 6 90 `, 7.69 ! 9.35 ~ 10.20 9.62 8.62 ~, 8.13 7.63 Fulton 1 1.97 -1.98 ~ ~ 2.20 2.61 ; 2.99 i 2.99 , ~~' 3.00 _ ... ! 3.44 a 2.85 I Greene 1.00 * 1.13 ~_. _. _. __ ~ 1.21 __ --. ~ . 1.21 -- 1.16 f ___ _ _, 1.24 ------ 1.40 - - i L 18 -- -. _. 1.20 ~ g Huntm don 5.99 ~ ~ ~ 6.29 ~.. 6.80 7.46 ~ ~ 7.87 '~ 8.62 8.27 ~ 7.58 ~ 7.19 r Indiana j 7.09 ~ 7.30 17.69/4.35 ~ 4.35 I 6.17 5.95 5.99 ' 5.68 5.21 ;Jefferson 5.08 ' 5.32/1.74 j 1.74 1.85 1.87 2.05 1.97 _.. I 1.86 _ 1.85 .Juniata 5.69 5 65 ~ 6.41 6.21 6.25 ~ 6.33 _._ 6.90 ! 5.88 4.74 _ _ 'Lackawanna i _ _ 4.70 5.21 _- 'i 5.38 5.95 ~ 7.09 ~ 6.67 ', 6.17 5.88 { ~ i 5.49 i !Lancaster 1.16 j 1.22/1.00 ~ 1.00 ~ 1.22 ! 1.31 1.36 ~ 1.35 ~ 1.33 1.31 ;Lawrence 1.00 1 08 1.10 ~ 1.14 ~; 1.14 ~ 1.12 i __._ 1.19~~] _. 1.18 1.05 i ,Lebanon 11.91 ;12.20/6.25 ' 6.25 1 6.80 ~ _ .._._ 7.35 7.41 7 46 7.04 '~ 6.33 ':Lehigh 2.24 2.45 2.73 ; 3.16 ~ 3.58 ~ 3.70 3.50 ', 3.11 __ 2.80 X20.83/1.00 ~ 1.00 1.00 'Luzerne ; 13.89 14.71 15.39 I 17.24 , 20 [5] (] 1.00 6 i __ :. Lycoming 1.52 ; 1.60/1 00 1 00 ~ 1.10 ~ 1.16 i 1.25 1.19 1.21 1.21 McKean 4.41 ~ 4.44/1 06 i, 1 06 1.09 ~ 1.11 ~ 1.13 1.31 '. 1.18 1.16 'Mercer .' 3.64 3 50 .. i 3.56 3.68 ~ 3.66 ; 3.52 3.26 ', 2.92 ~ 2.89 _ ;Mifflin r 1.96 2 03 ~ 2.09 ~ 2.18 ~ 2.20 ~ 2.29 2.15 2.12 1.91. _ ,Monroe ~ 4.95 5.59 i 6.14 I, 7.09 ~ 7.81 ~ 7.81 ;. 7.41 6.33 ~ 5.95 j .Montgomery f 1.30 1.46 i 166 ~ 1.87 i 1.97 1.97. i 1.85 I 1.78 1.72 ;Montour '. 10.31 '11.36/8.82 !8.82/1.00 1.00 1.14 1.18 1.37 1.23 1.23 Northampton ~ 2.35 j 2.55 ~ 2.75 ~ 3.18 i 3.44 ~ 3.61 3.37 ! 3.14 2.98 ;Northumberland ; 7.19 ; 7.46/4 07 ~ 4.07 3.64 4.53 4.61 4.43 , 4.12 3.62 Perry 1.07 1.10 1.16 1.33.... _.._ 1.36 _._. _ 1.49 _ 1.49 1.44 __ 1.00 ' (Philadelphia ' 3.39 ~ 3.66111 ~ 3.37 j 3.50 ~ 3.52 j 3.55 ~ 3.06 ~ 3.13 i 5.53 i _ _ __ _ __ :Pike 4.10 4.41 4.76 5.47 _. 6.17 6.17 5.85 4.90 4.67 jPotter 2.38 2.37 ! 2.53 2.72 ~ 2.80 ~ 2.86 2.91 2.55 3.21 Y . _. Schu (kill _ ~ 2.22 _ _. i 2.32 2.42 ~ _._ 2.48 _. _ ~ 2.62 _ ~ 2.68 ~ _ 2.51 I 2.40 ; 2.11 Snyder ' 5.71 6.10 ' 6.29 ~ 6.58 5.321~1 _ _.. 5.05 5.68 ' 5.03 5.56 ;Somerset - _ _ 2.34 -_ 2.47 2.63 2.71 2.91 _ 2.98 ~ 2.99 2.81 2.51 Sullivan 14.10/1.00 i 1.00 ~ 1.19 i 1.52 i 1.40 ~ 1 55 ' 1.66 1.48 I 1.44 'Susquehanna _.. _ ;' 2.21 2.42 r 2.56 2.84 2.96 2.97 3.06 2.92 2.82 g Tio a ,. .. 1.06 __ ~ 1.11 _..___ 1.18 1.25 _ _ ... i 1.33 __.._ 1.37 1.41 ` 1.36 1.36 Union ~ 6.17 6.17 j6.85/1.00 j 1.00 ~ 1.13 j 1.16 ~ 1.34 1.29 1.29 ~Venango ~ 1.06 ' 1.09/1.00 1.00 .. 1.05 ~ 1.13 _ _ 1.06131 I ` 1.10 _ _ ~~, 1.07 ~, . _ 1.11 _ :Warren 2.70 2.72 2.81 ~ 2.93 2.93 2.96 2.89 j 2.94 2.89 ; ;Washington 6.17 6.49 j 6.94 ~ 7.30 j 7.52 i 7.58 7.25 5.71 4.69 'Wayne 10.99 ~ 12.20/1.00 ~ 1.00 I 1.23 1.32 1.37 1.56 1.39 1.25 I ;Westmoreland 4.51 ! 4.74 4.88 ~ 5.10 5.05 4.90 4.57 4.33 ~ 4.20 ,Wyoming i 3.97 ! 4.22 j 4.39 4.59 4.95 5.03 ; 4.76 4.57 5.08 York 1.17 i 1.24 1.33/1.00 1.00 1.31 1.32 1.27 ~ 1.25 ! 1.19 '. [1] Revised based on State Tax Equalization Board appeal decision, 35 Pa.B. 1308. [2] Adjusted by the Department of Revenue to reflect assessment ratio change effective January 1, 2007. [3] Revised by the State Tax Equalization Board, 38 Pa.B. 3563 (6/28/2008). [4] Adjustments made by the Department of Revenue to reflect an assessment base change or assessment ratio change, 38 Pa.B. 6667. [5] Adjustment made by the Department of Revenue to reflect an assessment base change or assessment ratio change, 39 Pa.B. 1365 (3/14/2009). [6] Adjusted by the Department of Revenue to reflect an assessment base change or assessment ratio change effective 1/1/2009, 39 Pa.B.:3245 (6/27/2009). [7] Adjusted by the Department of Revenue based on a Boazd's decision effective August 18, 2009, retroactive to July 1, 2009, 39 Pa.B. 5373 (9/12/2009). [8] Adjusted by the Department of Revenue to reflect an assessment base change or assessment ratio change effective Q Home Eau)itY Line of Credit Account Summa Biting Date 06/14/ Cctrrent Due Date 07/09/ = 13196 Darysin Billing Period - Arnount Billed This Statement $ 240 MARIE E BOWERS Over Credit Limit Amount 609 HIGH ST . $ 0. Past Due Amount ENOLA PA 17025-3162 $ 0. 1'#7ta1 ~~23'ttACttt 13kSti ~;.' ._ $ Z4(3'. Draw Period Expiration Date 12/ 16/ Credit Limit $ 40,000. Available Credit $ 1,023. Finance Chazge YTD $ 967. ANNUAL PERCENTAGE RATE _ 4.8582' HOME EQUITY LINE OF CREDIT FINANCE CHARGE AND BALANCE SUMMARY RATE 1 BASE Previous Balance (OS/15(11) $23,259.11 +Advances & Debits $ 0.00 - Payments & Credits $ 59.11 +FINANCE CHARGE $ 57.20 + Life Inswance Charge $ 0.00 + Late Charges $ 0.00 + Other Charges $ 0.00 New Balance $23,257.20 Periodic Rate Corresponding ANNUAL PERCENTAGE RATE DaIIy Balance Ih~e to Application of Periodic Rate RATE 2 LOAN 4001 $ 15,960.42 $ 0.00 $ 183.61 $ 100.79 $ 15,877.60 0.0082191% 0.0212328% 3.0000%(**) 7.7500%(+ ) $ 23,200.00 $ 15,824.23 $ 57.20 $ 100.79 TOTAL $ 39,219.53 $ 0.00 $ 24:>.72 $ 15"1.99 $ 0.00 $ 0.00 $ 0.00 $ 39,134.80 STATEMENT PERIOD ACCOUNT NUMBER 05/16/11 06/14/11 12044449317234998 PRY/aLE TO DEBBIE LUPOLD, TREASURER 96 S. ENOLA DRIVE, ROOM 101 ENOLA PA 17026-2704 oescRrPnoR ASSESS.NO- 45000042 MAP NO: 45.18-1049-013 1609 HIGH STREET ACRES .210 DEED 200(1 / 31632 LOTS 41842 Residantial(Under 10 Acres) RESIDENTIAL .' - TRXPPYER BOWERS REVOCABLE LVG TRST, MAR 1609 HIGH STREET ENOLA PA 17026- ~. TAX PAYER COPY ' BIII No: 661 Control No: 045 - 0000042 2U77 5[ate Rllfl[ Ot RNN I esra[e saxes om uaro. nu vc~ r r jet J rvx,~v b ~ R - :Y9~ 7k1+W L'Ir I,~~, 11~pq Qv RC 9E~+)MA~9 '' ~'Olrh M1ReIa1 ~ () Total 90 800 Homeatead&xcluaion 12 025- EAST PFNNSBORO AREA S.D. Dbcoulrt Fe4a Psnal Rates 10.30900 10.30900 SCHOOL R/B 10.30900 26' 936.06 10$ Homestead Credit 123.97- TAX AMOUNT DUE -> 5'795.66 5612.09 5693.30 If Paid On or After If Paid On or Hefore 7/01/2011 9 31 2011 9/01/2011 10 31 2011 11/01/2017. 12 31 2011 RETURN ONE COPY WITH PAYMEHi"NF TAXES ARE ESCROWED FORWARD', TO MORTGAGE CO.'F" 51-fXl FEE FOR EACH ADD'L COPY OR RECEIPT MF NOT PD BY 1?/31/11 THIS BILL WILL BE RETURNED TO TAX CLA1 BUREAU FOR COLLECTION tl FlUNO OF A UEN AGNST YOUR PROPERTY OFFICE HOURS FTY OADAPTHURSDAV 9:OOAM - 4:OOPM CLOSED FRIDAYS & HOLIDAYS PHONE (717)901-9392 NOTICE OF PROPERTY'iAX RELIEF Your enclosed tax bill Includes a tax reduction for your homestead and/or farmstead property. As an eligible homestead arldlor famistead property owner, you have received tax relief through a homestead and/or farmstead exclusion which has been provided under the Pennsylvania Taxpayer Relief Act, a law passed by the Pennsylvania General i ,r. I " -' ` ' maned to reduce your property Taxes. i ------ __-.-------- ----------- - rVmenL ~ - i Zengerle, Kathy From: Mercer, Valarie on behalf of DATE OF DEATH REQUESTS Sent: Monday, June 04, 2012 3:59 PM To: Zengerle, Kathy Subject: ~1 ," ` ' uest Per your request, please find the Date of Death Values ! Account Number BalanceAccrued Interest 1. ~~ 'w, a ;,~: 00.00 357.44 Let me know if there's anything else you need :-) Thanks V Mercer -----Original Message----- From: Zengerle, Kathy Sent: Saturday, June 02, 2012 10:31 AM To: DATE OF DEATH REQUESTS Subject: RE: prod -Date of Death Request Good morning Valarie, I really messed up. I gave you the wrong account number. This person isn't even deceased. I am so sorry. Now would there be any way that you could give me this on Monday? My customer needs it for her attorney ASAP. And since I made the error, I was hoping perhaps you could mark this as urgent. Just let me know what you can do. The correct account number is 9850809964 for Marie E Bowers. Her date of death was May 16th, 2011. I really appreciate your help. Thanks, Kathy -----Original Message----- From: Mercer, Valarie On Behalf Of DATE OF DEATH REQUESTS Sent: Tuesday, May 29, 2012 4:17 PM To: Zengerle, Kathy Subject: RE: prod -Date of Death Request Per your request, please find the Date of Death Values ! BUREAU OF COLLECTIONS k TAXPAYER SERVICES I'O BOX 281041 HARRISBURG PA 17126-1041 WANDA L GAUKER 313 SYLVAN MARYSVILLE pennsylvania ~ DEPARTMENT OF REVENUE NOTICE OF OVERDUE INHERITANCE TAX RETURN PA 17053 Date: Estate of: MARIE SSN: Date of Death: File Number: 05/18/2012 E BOWERS 204-26-9665 05-16-2011 2111-0630 REV-834 FO AFP (Ob-t I ) Department records indicate you are responsible for the settlement of the estate identified above or that you represent the responsible party. The estate is in delinquent status ass the inheritance tax return became delinquent within nine months of the decedent's death, but has yet to be filed. Please file the tax return and remit payment of any tax due within 15 days of the date of this notice with the Register of Wills identified below. If this estate was opened for the purpose of filing a lawsuit, please provide the court term and docket number of the proceeding in writing to this office. ; We encourage you to take this opportunity to address your tax delinquency. If you fail to do so, y6ur account maybe referred to a collection agency and additional fees up to 39 percent of the amount due will be added to the liability. If the requested return was filed recently, please disregard this notice. Direct any questions regarding this notice to: Hamsburg Call Center 717-783-3000 1-800-447-3020 (Services for taxpayers with special hearing and/or speaking needs) RETURNS SHOULD BE FILED AND PAYMENTS MADE AT THE REGISTER OF WILLS LISTED BELOW: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 ~a Prepared By: BRETT B. WEINSTEIN, Attorney at Law ~;-~ -:r 705 West DeKalb Pike ~ : ;i King of Pmssia, PA 19406 ~ a 610-337-3733 ~-~ ~ ~ RetumtoSame. ~ ~ r~-+ ~ Tax Parcel Number: ~ ~ ~ ~ '(~ ~ ~`[ ~ ~ 3 _ 3 ~ ~'- ~ r F' r.~ r~~ THIS DEED THIS CONVEYANCE is made this _~_ day of 2005, between Marie E. Bowers, of 609 High Street, Enola, Cumbdrlalld County, Pennsylvania, Grantor, and Marie E. Bowers, Trustee of THE MARIE E. BOWERS REVOCABLE LIVING TRUST u/d/t , 2005, of 609 High Street, Enola, Cumberland County, Pennsy vania, Grantee. WITNESSETH, that in consideration of the sum of One and NO/100 ($1.00) dollar, in hand paid, the receipt of which is hereby acknowledged, said Grantor does hereby grant and convey to said Grantee: ~~ ~ f~,~nsbl>ru Tt.~~ ALL those two certain tracts of land situate in the Borough. of West Fairview, Cumberland County, Commonwealth of Pennsylvania, more particulazly bounded and described as follows: BEGINNING at a point on the Eastern line of High Street, which. point is 700 feet, more or less, South of the Southeast comer of Fairmont and High Streets, between Lots Nos. 40 and 41 on the Plan of the Extension of High Street; thence in a Southwestwazdly direction 100 feet along the Eastern side of High Street to line of Lot No. 43 on said Plan; thence in a Northeastwazdly direction 95 feet along said line of Lot No. 43 to the Western line of the Rockafeller property; thence along said Rockafeller property North 29 degrees 32 minutes West, 100 feet to Lot No. 40 on said Plan; thence in a Southwestwardly direction 88 feet along the boundary line of Lot No. 40 to the place of BEGINNING. BEING Lots Nos. 41 and 42 on Plan ofExtension ofHigh Street, Borough of West Fairview. BEING the same premises conveyed by Elsie A. Orndorff, widow, to John H. Bowers and Marie E. Bowers, husband and wife, by Deed dated March 6, 1969, and recorded in the aforesaid County in Deed Book C-23, Page 1008. AND whereas John H. Bowers died on G'_~jf~ c! AND whereas John H. Bowers owned said property as joint tenant with the right of survivorship with Marie E. Bowers, Grantor herein, his interest, now destroyed, is vested in fee in said Grantor. UNDER AND SUBJECT to and together with the rights, privileges, agreements, rights-of- way, easements, conditions, exceptions, restrictions and reservations as exist by virtue of prior recorded instruments, deeds or conveyances. This is a transfer from Grantor to herself and to her Revocable Living Trust and is not therefore subject to transfer tax. Grantor WARRANTS that Grantor has good right and authority 1:o execute and deliver this deed to the Grantee, and that Grantor is the owner in fee simple of said premises, subject only to those encumbrances of record, if any, which were made, suffered, or assumed by the Grantor. When the context requires, singular nouns and pronouns include the plural. Signed by: MARIE E. BOWERS COMMONWEALTH OF PENNSYLVANIA} COUNTY OF CUMBERLAND} ss. On this, the ~ day of ~, , 2005, before me, the undersigned officer, personally appeazed arie .Bowers, known to :me to be the person who executed the within conveyance and acknowledged to me that she executed the same for the purposes therein stated. e+ornra~e sen~, dE3YRE9` W. LEICal9TAN, 1~gt~ry P~~,YIt $ Havertown, D9laxrare Cuum",~ (~9y ..^ommisslon ExplCea idc;:. 2¢, '-1y7n R. °---~--~.~o~. I hereby certify the address of the within grantee is 609 High Street, Enola, County of Cumberland, State of Pennsylvania 17025. Attested to by: Vv 4.+;~4V.. two HOrQP.~. ~{ a eF . WEFFHEY W. LEIGH'IbN,N P ~ ~ 3~v; ' ,:'k ~ ^~ Hasartonrp, DOtpMS[~ , . ~«. , N,. Na My Comrta!su!on Enplrst DaC.1q, 2Qpp ~, DEED Dated: MARIE E. BOWERS Record & Return to: Grantor, BRETT B. WEINS7BIN Attorney at Law TO 705 West DeKalb Pike King of Prussia, PA. 19406 MARIE E. BOWERS, Trustee of THE MARIE E. BOWERS REVOCABLE LNING TRUST Grantee. r'erti~/ this to be r~c~:~rde~:~ ~n CunBhe~<~Itt~~~ COUnk~i 1'l~ `, , _ ~. ~4tN( PaGE~:~~