HomeMy WebLinkAbout08-29-13 � 1505610101
REV-1500 EX`°1_1°, �
PA Department of Revenue pennsylvania OFFICIAI.USE ONLY
oE� E�T County Code Year File Number
Bureau of Individual Taxes � INHERITANCE TAX RETURN �
PO BOX z8o6oi �)_� I � d/_�j_
Harrisburg,PA i'7128-o6oi RESIDENT DECEDENT �"'1 li� l�U%
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
210-01-3612 06/03/2013 01/05/1919
DecedenYs Last Name Suffix DecedenYs First Name MI
BOWLBY WILLARD F
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
N/A
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1.Original Return O 2.Supplemental Return p 3. Remainder Return(date of death
priorto 12-13-82)
p 4. Limited Estate O 4a. Future Interest Compromise(date of p 5. Federal Estate Tax Return Required
death after 12-12-82)
� 6. Decedent Died Testate O 7.Decedent Maintained a Living Trust � 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
O 9. Litigation Proceeds Received O 10.Spousal Poverty Credit(date of death O 11. Election to tax under Sec.9113(A)
between 12-31-91 and 1-1-95) (Attach Sch.O)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONPIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
Andrew H. Shaw, Esquire (717)243-7135
REGISTER OF WILLS USE ONLY
�.,� _ �
First line of address � � `-�' �`:�� r.'
200 S. Spring Garden St c�:} �`,'
���i �.� .. . ,
Second line of address ' . � ' '
r '�'' ;�
Suite 11 �� '""
c;�
.. . ,
City or Post Office State ZIP Code " ' ���,DATE PILEQ; -.; ;
, _, , ., - .-. � ` �
Carlisle PA 17013 ` ' �; f�, � a
,..,
� c.7 :�.�, �:a
Correspondent�s e-ma�i address: andrew@ashawlaw.com � �� �`��
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 com te.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIG PER RESPONSIBLE FOR FILING RETURN DATE
�"' +"�`
A
40 Bri ood Lane, �s e, PA 17015
SIGN E OF PRE A R THAN REPRESENTATIVE _ DATE�/�
AD ESS
200 S. Spring Garden Street, Suite 11, Carlisle, PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610101 1505610101 �
� 1505610105
REV-1500 EX
DecedenYs Social Security Number
�ecedent's Name: Willa�d F. Bowlby 210-01-3612
RECAPITULATION
1. Real Estate(Schedule A). .... . .. ... .... ... .. . ... . ... ... .. . . ...... . ... 1. 214,000.00
2. Stocks and Bonds(Schedule B) .. ....... . .. ... ........ .. . . . .. ... . ...... 2. 0.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . ... 3. 0.00
4. Mort a es and Notes Receivable Schedule D 4. 0.00
9 9 � ). ... .. . .. . ....... . ...... . ..
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). ...... 5. 27,740.82
6. Jointly Owned Property(Schedule F) O Separate Billing Requested . ..... . 6. 65,585.36
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested........ 7. 0.00
8. Total Gross Assets(total Lines 1 through 7). ....... . . . .. ... ..... ..... .. . 8. 307,326.18
9. Funeral Expenses and Administrative Costs(Schedule H). .... ... . . ... ... ... 9. 10,118.08
10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule I) . . .. ... ....... 10. 3,685.95
11. Total Deductions(total Lines 9 and 10). . . . ....... . .. ....... ... ..... . .. . 11. 13,804.03
12. Net Value of Estate(Line 8 minus Line 11) . . . . . ....... .. . . . . .... . ....... 12. 293,522.15
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) ....... . . . . .. .... . .... .. 13. 0.00
14. Net Value Subject to Tax(Line 12 minus Line 13) .. . ......... . . .... .. . ... 14. 293,522.15
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 00 0.00 15. 0.00
16. Amount of Line 14 taxable
at lineal rate X.0 45 293,522.15 16, 13,208.50
17. Amount of Line 14 taxable
at sibling rate X.12 0.00 �7. 0.00
18. Amount of Line 14 taxable
at collateral rate X.15 0.00 �g 0.00
19. TAX DUE ..... . .. . .... . ..... .... ... ... ....... . .. . .. ............ ... 19. 13,208.50
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O
Side 2
� 15056101D5 1505610105 J
REV-1500 EX Page 3 File Number
Decedent's Complete Address:
DECEDENT'S NAME
Willard F. Bowlby
STREETADDRESS
70 Greenfield Drive
CITY STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 13,208.50
2. Credits/Payments
A.Prior Payments 2,803.78
B.Discount 660.43
Total Credits(A+B) (2) 3,464.21
3. Interest
(3) 0.00
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT.
Fill in oval 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) 9,744.29
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred:.......................................................................................... ❑ ❑X
b. retain the right to designate who shall use the property transferred or its income:............................................ ❑ X❑
c. retain a reversionary interest;or.......................................................................................................................... ❑ �
d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ x❑
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?.............. ❑ X❑
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 1, 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 suroiving 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 decedenYs lineal beneficiaries is 4.5 percent, except as noted in
72 P.S.§9116(1.2)[72 P.S.§9116(a)(1)].
• The tax rate imposetl 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)].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 atloption.
LAST WILL ANll 'TESTAMENT
(
I , WTLLAKll r. ]30WLBY, of New� Ceritervil,le }3orou.gh, Somers t
County , Pennsylvania, do hereby make , publish and declare this
writing to be my Last Will and Testament .
FIRST: I hereby revolce all wills and codicils
thereunto, heretofore made by me .
SECOND: I direct my Executor hereinafter named to
� pay a11 my just debts and funeral expenses and costs of
administration of my estate as soon after my death as may be �
practicable .
THI1tD: I �ive, devise and bequeath all my property,
real , personal and mixed and wheresoever situate , to my wife ,
CHAitLOTTE R. BOWLBY, absolutely, if she survives rne by thirty
(30) days .
FOUKTH: In th� event that my wife does not so
I survive me , I give , devise and bequeath aIl my property, real ,
� personal and mixed and wheresoever situate , to my children,
LO�tETTA J. SNYllER and LINDA J. McMASTER, in equal shares ,
absolutely, per stirpes . �
INETH W. .70HNSON
ITORNEY AT I.AW
�O,CKWOOD, PA. .
F'IFTH: Ixi the event my wife and I should perish iii
any circumstance or set of circumstances wherein uncertainty
exists or arises as to which one of us survived the other , it
shall be presumed that she survived me .
�
SIXTH: I name , constitute and appoint my wife ,
CHARLOTTE R. i�OWL1iY, to be the Executrix of my estate . In the
event that she is unwilling or unable to so qualify, I name ,
constitute and appoint WILLlAi� V. SNYDER to be the Substitute
Executor of my estate . I hereby excuse my Executor from th�
necessity of posting security in connection with the performance
�
of his duties as such in this or in any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal on this instrumerit only this 'L4th day of I�'ebruary ,
1.982 .
�''"�.�,� �!�'
�--�.4.�,� (S EAL•)
Willar F. Bowlby
I
�1ETF1 W, JOHNSON
TORNEY AT LAW
:O,CKWOOD, PA. .
COMMONWEALTF� OF PENNSYLVANI� )
) ss :
COUNTY OF' SOMERSET )
The preceding instrument , consisting of this page and
three other pages , was on the date and day thereof SIGNED,
PUBLISHED and DECLARED by 4Jillard F. Bowlby, the Testator
herein named, as and for his Last 6Ji11 and Testament , iri the
I presence of us , who, at his request and in his presence , and
-______ _��
--irz th�- -gr��-ence of each other, all being present at the same
time , have subscribed our names as witnesses thereto.
`6'! �C,/
� ,
��.���� �' . ,,,
/f ,��..��;,�.� ��.,,!2���°��
Ir itnesses Addre ses
NETH W. JOHNSON �
TORNEY AT LAW �
;O,CKWOOD� PA. �
W� , Kenneth W. Jahi�sc��1, Walter J . Gard��er and
Willard F. Bowlby, the Caitnesses and Testator respec�ively,
whose names are signed ta the attached ar foregoing instrument ,
beix-�g first duly swarn, dc� hereby declare to �he und�rsi�ned
authority that the TestatQr sigried and executed �he instrument
�
as h�s Last Wzll ar�d Testarnei�t and that he ha,s signed w311zngly,
and that he executed iC as his fr�e and volun�ary ac� tor t�ie
purposes herein expressed and �ha� each o�' the Witnesses , . iri
the presence and hearing of' the Testa�or , si�ned the Wi11. as
Witnesses and that ta �he best of his or her knowled e , the �
� �
TesCator was at the tirrte ei.ghteen �18) years c�f age or alder, �
of sound mind and under no constraint ar influence .
_ -- __
__ __----
(SEAL)
_.. ____ �
-- - -
__ _ -
. __ ___-
� � �� (SEAL}
�� ��� �Y �-..���--r`� �S E��L}
S�ca�ri� tc� and Subscribed be�ore me
�h i� =���--�t� d a y o f ..,.�,�,. .�,c.:.�.�,. , 19 8 L .
��.___<�
. � "jrf���} /� � r�"L.+�'
r��,r�.�y Public
EIL��h�l R. BAKER, Notary Pubii�
Sornerset County Pennsylvani�
M,y Commi�sian Expires May 13,19$�
IN�7H W. JOFINSON
PTORN6Y AT uw
iQlCKW06D, FA.
:� F . 5 . . �. . ._ . ..�� .��. �� �w:� � �, ,� �_.� . w �:��..,,�������, � �,
REV-1502 EX+(11-08)
�; pennsylvania SCHEDULE A
DEPARTMENT OF REVENUE
� INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Willard F. Bowlby 21-13-0686
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 seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy of the deed showing decedenYs interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
i� 70 Greenfield Drive,Parcel No.40-24-0748-153 214,000.00
TOTAL(Also enter on Line 1, Recapitulation.) $ 214,000.00
If more space is needed,insert additional sheets of the same size.
S.W.Barrett Real Estate 8 Appraisal Services
File No.13-0210
08/19/2013
Andrew H.Shaw,Esquire
200 S.Spring Garden Street
Carlisle,PA 17013
File Number: 13-0270
Dear Attorney Shaw:
In accordance with your request, I have appraised the real property at:
70 Greenfeld Drive
Carlisle,PA 17015
The purpose of this appraisal is to develop an opinion of the defined value of the subject properry,as improved.
The property rights appraised are the fee simple interest in the site and improvements.
In my opinion,the defined value of the property as of June 3,2013 is:
$214,000
Two Hundred Fourteen Thousand Dollars
The attached report contains the description, analysis and supportive data for the conclusions,
final opinion of value, descriptive photographs,assignment conditions and appropriate certifications.
Respectfully submitted,
/� .� „
/ / � 1J
//� � .�:��.e-c_
6/"�'�..�42�.r.�'�..C:...�,�'-cf.
�+
Cassandra J.Crockett
PA Certified Residential Real Estate Appraiser
REV-1508 EX+(6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS� at MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Willard F. Bowlby 21-13-0686
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Members 1 st FCU,Savings Account No.252602-50000 1,162.04
2. Members 1st FCU,Checking Account No.252602-50011 26,078.78
3. Personal Effects 500.00
TOTAL(Also enter on line 5, Recapitulation) a 27,740.82
(If more space is needed,insert additional sheets of the same size)
S{� Send Inquires to: St�tQmQnt of Accounts •
�,� s000�ff��s���V�
Po aoX aa
Mechanicsburg,PA 17b55 Jun 20, 2Q13 thru Jun 24, 2013
www.memkrerslst.org
Main Swltehboard: ($00}283-2328 `g�
EZ Call: (777)697-d372 or(800)283-4372 Accaunt Number: 511769
� TDD: {717�697-5312 or{$00}2$9-2328 e�.5312
TeleBranch: ($00)237-7288
MEMBERS 1St Balances at a Glance:
FBDERAL CREDIT UAtION �II�C�C1(1{�; ��,��,$�
�ass 2 Av o.��o �ass-�zss Savings: 5.00
���y�����f�r�I������li��n�tr��i�IiII111����111iIil'li�ll��lllll ,� Certificates: O.00
WILLARD F BOWLBY ESTATE �,., Loans: 0.00
CIO Wl�LIAM V SNYDER Money Management: O.OQ
40 BRIARWOt�d LN �
CARLISLE PA 17015 ;� Swipe 5 YTD Reward: 0.00
Page: 1 of 1
Ga paperless and sign up fiar eStatements today!
See the enclosed insert for more details.
CHECKING ACGOUNTS
0011 -CHECKING
Date Transaction Descriptian Additions Subtractions Balance
Jun 24 Ba/ance ForWard ..... 0.QO
Jun 2t} Deposit Transfer 1,162.04 1,162.04
�rom BOWLBY,WILLARD XXX)CXXXX?CX Share OOOQ
Jun 20 Deposit Transfer 26,078.78 27,240.82
From BUWLBY,WILLARd XXX)C)C)��C}fX Share 0011
Jun 24 Ending Balance 27�2q,p.g2
SAVINGS ACCOUNTS
0000 -REGULAR SAVINGS
Date___,.__.---Transaction Description._______..........____.._____�..______..._____.._�._....._._ . Additions._._._._Subtractions__....__�_Balance
.lun 20 Balance Forwaward ' 0.00
Jun 24 Depos'rt Transfer �.pp � �
Fram BOWLBY,WILtr4RD XXXXXXXXXX Share 0000
✓un 24 Ending Balance 5.qp
YTD SUMMARIES
TOTAL DIVIDENDS PAID
0000 REGULAR SAVINGS 0.00
�13 GHECKING {�.�
Total Year Ta Date Dividends Paid p.p0
NOTE: Tatal includes closed shares
Don't forget about our new Member Loyalty Rewards Program.
The mpre products you have with us, the more benefts you'!! receive.
,4sk an assaciate for details or visit our website at www.members1st.org for details.
REV-15o9 EX+(01-10)
� pennsylvania SCFIEDULE F
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN ]OINTLY-OWN ED PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Willard F. Bowlby 21-13-0686
If an asset became jointly owned within one year of the decedenYs date of death,it must be reported on Schedule G.
SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A•Loretta J. Snyder 40 Briarwood Lane, Carlisle, PA 17015 daughter
Linda J. McMaster 311 Divens Road, Sligo, PA 16255 daughter
B.
C.
]OINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERN %OF DATE OF DEATH
ITEM FOR]OINT MADE INCLUDE NAME OF FINANCIAL INSTIfUT10N AND&4NK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF
NUMBER TENANT ]OINT IDENTIFYING NUMBER.ATTACH DEED FOR]OINTLY HELD REAL ESTATE. VALUE OF ASSET IMEREST DECEDENT'S IMEREST
i' A' 09/15I08 Members 1st FCU,CD#252602 Share 0040 108,556.43 33 36,186.20
2. A. 10/14/04 Members 1st FCU,CD#252602 Share0005 88,195.73 33 29,399.16
TOTAL(Also enter on Line 6, Recapitulation) $ 65,585.36
If more space is needed,use additional sheets of paper of the same size.
. , �� , ,rt. :: . :�, . �, , ,. ;,��..� �� _. . ,_
BUREAU OF TNDIVIDUAL TAXES Pennsylvania lnheritance Tax � pennsylvania
PO BQX 280601
HARRISBURB PA 27228-Obol I(1fO�I71��I0�1 NO�IC$ DEPARTMENT OF REVENUE
A�� TGIXp�y�l R�S�OCIS� REV-1543 E%DocE%6C (08-121
FILE NO.21
ACN 13134301
DATE 06-25-2013
Type of Account
Estate of WILLARD BOWLBY Savings
�SN 21 q-01-3612 Checking
Date of Dea#h 06-03-2013 Trust
LORETTA J SNYDER County CUMBERLAND X Certificate
7U GREENFIELD DR
CAR�ISLE PA 17015-7"b82
MEMBERS a.sT �cu provided the department with #he information belaw indicating that at the death of the
above-named decedent you were a joint owner or beneficiary of the account identified.
Account No.252602 Remit Payment and Forms to:
Qate Established 09-15-2Q08 REGISTER dF WILLS
Accaunt 8alance $108,556.43 1 COURTNOUSE SQUARE
Percent Taxable X f 6.667 CARLISLE PA 17013
Amount Subject ta Tax $18,093.10
Tax Rate X 0.045 NOTE*: If tarc payments are made within thrse rnor�ths af the
Patential Tax Due $814-19 decedent's date of death,deduct a 5 percent discount on the tax
With 5%Discaunt(Tax x p.95) $(see NOTE`) "'f i/'"`„���� due. Any inheritance tax due will become delinquent nine months
after#he date of death.
�a�� S��� 1 : Please check the appropriate boxes below.
i
A �No tax is due. t am the spouse o#the deceased or 1 am the parent af a decedent who was
21 years old or younger at date of death.
Proceed to Sfep 2 on reverse. Do not check any other baxes and disregard fhe amounf
shown abave as Potenfia!Tax Due.
g �The informatian is The above informa#ian is correct, no deductions are being taken,and payment wilf be sent
cortsct. with my respanse.
Proceed to Step 2 on reverse. Do not check any ofher boxes.
� �The tax rate is incorrect. � 4.5% I am a lineai beneficiary(parent,child,grandchild,etc.}of the deceased.
(Select correct tax rate at
�ight,ancf camplete Part � 12°lo I am a sibling of the deceased.
3 on reverse.)
� 15% A11 other relationships{including none}.
� �Ghanges ar deductions The informatian above is incorrect and/or debts and deductians were paid.
listed. Carnp�ete Part 2 and part 3 as appropriafe on the back of ihis form.
� �Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax
inheritance tax form Return filed by the estate representative.
REV-1500. Proceed to Step 2 orr reverse, Do nof check any otirer 6oxes.
PCea��!fiirsn anri r�at�thp har.k nf thr�fnrm �a,hpn f�ni�ho�
BUREAU OF INDIVIDUAL TAXES Pennsylvania lnheritance Tax ! pennsylvania
PO BOX 280601 DEPARTMENT OFREVENUE
HARRISBURG PA 17128-0601 Information Notice
' '� REV-1543 EX DocEXE[ (OB-12)
And Taxpayer Response FILE NO.21
ACN 13134302
DATE 06-25-2013
Type of Account
Estate of WILLARD BOWLBY Savings
SSN 210-01-3612 Checking
Date of Death 06-03-2013 Trust
LINDA J MCMASTER CountyCUMBERLAND X Certificate
70 GREENFIELD DR
CARLISLE PA 17015-7682
MEMBERS isr Fcu provided the department with the information below indicating that at the death of the
above-named decedent you were a joint owner or beneficiary of the account identified.
Remit Payment and Forms to:
Account No.252602
Date Established 09-15-2008 REGISTER OF WILLS
Account Balance $108,556.43 1 COURTHOUSE SC�UARE
Percent Taxable X 16.667 CARLISLE PA 17013
Amount Subject to Tax $ 18,093.10
Tax Rate X 0.045
Potential Tax Due $814.19 NOTE*: If tax payments are made within three months of the
decedenYs date of death, deduct a 5 percent discount on the tax
With 5%Discount(Tax x 0.95) $(see NOTE') �f/J`�� due. Any inheritance tax due will become delinquent nine months
after the date of death.
PART Step 1 : Please check the appropriate boxes below.
1
A �No tax is due. I am the spouse of the deceased or I am the parent of a decedent who was
21 years old or younger at date of death.
Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount
shown above as Potential Tax Due.
g �The information is The above information is correct, no deductions are being taken,and payment will be sent
correct. with my response.
Proceed to Step 2 on reverse. Do not check any other boxes.
C �The tax rate is incorrect. � 4.5% I am a lineal beneficiary(parent, child,grandchild, etc.)of the deceased.
(Select correct tax rate at
right,and complete Part � 12% I am a sibling of the deceased.
3 on reverse.)
� 15% All other relationships(including none).
p �Changes or deductions The information above is incorrect and/or debts and deductions were paid.
listed. Complete Part 2 and part 3 as appropriate on the back of this form.
E �Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax
inheritance tax form Return filed by the estate representative.
REV-1500. Proceed to Step 2 on reverse. Do not check any ofher boxes.
Please sian and date the back �f the f�rm whPn finishP�l_
BUREAU OF INDIVIDUAL TAXES Penns Ivania lnheritance Tax � pennS�/LVa111c7
PO BOX 280601 Y
HARRISBURG PA 17128-0601 IC1fOCf7latIOC1 NOtIC@ DEPARTMENT OF REVENUE
"� �" REV-1543 E%DocEXE[ (OB-12)
And Taxpayer Response FILE NO.21
ACN 13134299
DATE 06-25-2013
Type of Account
Estate of WILLARD BOWLBY Savings
SSN 210-01-3612 Checking
Date of Death 06-03-2013 Trust
LORETTA J SNYDER County CUMBERLAND X Certificate
70 GREENFIELD DR
CAR�ISLE PA 17015-7682
MEMBERS isr Fcu provided the department with the information below indicating that at the death of the
above-named decedent you were a joint owner or beneficiary of the account identified.
Account No.252602
Remit Payment and Forms to:
Date Established 10-14-2004 REGISTER OF WILLS
Account Balance $88,195.73 1 COURTHOUSE S�UARE
Percent Taxable X 16.667
CARLISLE PA 17013
Amount Subject to Tax $14,699.58
Tax Rate X 0.045
Potential Tax Due $661.48 NOTE*: If tax payments are made within three months of the
decedenYs date of death,deduct a 5 percent discount on the tax
With 5%Discount(Tax x 0.95) $(see NOTE*) ����'T due. Any inheritance tax due will become delinquent nine months
after the date of death.
PART Step 1 : Please check the appropriate boxes below.
1
A �No tax is due. I am the spouse of the deceased or I am the parent of a decedent who was
21 years old or younger at date of death.
Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount
shown above as Potential Tax Due.
g �( The information is The above information is correct, no deductions are being taken,and payment will be sent
correct. with my response.
Proceed to Step 2 on reverse. Do not check any othe�boxes.
� �The tax rate is incorrect. � 4.5% I am a tineal beneficiary(parent,child, grandchild, etc.) of the deceased.
(Se�ect correct tax rate at
right,and complete Part � 12% I am a sibling of the deceased.
3 on reverse.)
� 15% All other relationships (including none).
p �Changes or deductions The information above is incorrect and/or debts and deductions were paid.
listed. Complefe Part 2 and part 3 as appropriate on the back of this form.
E �Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax
inheritance tax form Return filed by the estate representative.
REV-1500. Proceed to Step 2 on reverse. Do not check any other boxes.
PIPasP sinn anrl rlatP tha har.k nf tha fnrm �n�hon finicho�
BUREAU OF INDIVIDUAL TAXES Penns Ivania lnheritance Tax � pennsylvania
PO 30X 280601 y
HAPRISBURG PA 17128-0601 IllfOrf71at1011 NOtIC@ DEPARTMENT OF REVENUE
" REV-l543 EX OocEXEL (OB-I2)
And Taxpayer Response FILE NO.21
ACN 13134300
DATE 06-25-2013
Type of Account
Estate of WILLARD BOWLBY Savings
SSN 210-01-3612 Checking
Date of Death 06-03-2013 Trust
LINDA J MCMASTER CountyCUMBERLAND X Certificate
70 GREENFIELD DR
CARLISLE PA 17015-7682
MEMBERS isr Fcu provided the department with the information below indicating that at the death of the
above-named decedent you were a joint owner or beneficiary of the account identified.
Account No.252602
Remit Payment and Forms to:
Date Established 10-14-2004 REGISTER OF WILLS
Account Balance $88,195.73 1 COURTHOUSE SQUARE
Percent Taxable X 16.667
CARLISLE PA 17013
Amount Subject to Tax $ 14,699.58
Tax Rate X 0.045
Potential Tax Due $661.48 NOTE*: If tax payments are made within three months of the
decedenYs date of death,deduct a 5 percent discount on the tax
With 5%Discount (Tax x 0.95) $(see NOTE') � r"�f due. Any inheritance tax due will become delinquent nine months
after the date of death.
PART Step 1 : Please check the appropriate boxes below.
1
A �No tax is due. � I am the spouse of the deceased or I am the parent of a decedent who was
21 years old or younger at date of death.
Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount
shown above as Potential Tax Due.
g �The information is The above information is correct, no deductions are being taken, and payment will be sent
correct. with my response.
Proceed to Step 2 on reverse. Do not check any other boxes.
� �The tax rate is incorrect. � 4.5% I am a lineal beneficiary(parent,child,grandchild, etc.)of the deceased.
(Select correct tax rate at
right, and complete Part � �2qo I am a sibling of the deceased.
3 on reverse.)
� 15% All other relationships (including none).
p �ChangeS or deductions The information above is incorrect and/or debts and deductions were paid.
listed. Complete Part 2 and part 3 as appropriate on the back of this form.
E �Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax
inheritance tax form Return filed by the estate representative.
REV-1500. Proceed to Step 2 on reverse. Do not check any other boxes.
Plcacc cinn �nrl rl�fo tho honU nf+ho fnr.r, �..h.,., fininL�nrl
REV-1511 EX+(10-09)
��� � pennsylvania SCHEDULE H
� DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Willard F. Bowlby 21-13-0686
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERALEXPENSES:
1' Miller Funeral Home and Crematory 6,839.30
2. Reverend Jay Christner 200.00
3. VFW Post 554 200.00
a. Pine Grill(funeral reception) 534.03
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
Z. Attorney Fees:
1,500.00
3. Family Exemption: (If decedenYs address is not the same as claimant's,attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: 453.50
5. Accountant Fees;
6. Tax Return Preparer Fees:
�• Appraisal Fee 375.00
s. Checks for checking account 16.25
TOTAL(Also enter on Line 9, Recapitulation) $ 10,118.08
If more space is needed,use additional sheets of paper of the same size.
. �����
SOM�RSET « }o ROCKWOOD
555 Tayman Avemie � ,.� 933 East Broadway Street
Somerset, PA I5501 ��� Rockwood, PA 15557
�s i 4�44s-69oo MILLER.FUNERAL HOME (a i 4�926-42 i s
Wallace E. Miller, Supervisor 1,ri(j CREMATORY . Arlene M.Miller, Supervisor
STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED
Cliarges are only for those items that are used. If we are required by law to use any items,we will explain in writing below.If you selected a funeral which
�equired emUalming,such as a funeral with viewing,you may have to pay for embalming. You do not have to pay for embalming you did not approve if you
selected arrangement�such as direct cremation or immediate burial. If we charged for embalming,we will explain the reason below.
For the Service of �^`� ' Date of Death �
,
� r
Charge to: � �, ,, - � {
• ,
, •
, �.
, ,
, :_
Name .' . � ' J Address :f " Cit � S �. ^.; ; .. .�
y tate Phone
�.,�. ,: . ...,, .�,. ..:.... ,.._ .,.. ., �. .. <N..<,, .... ..,, .,��a�.�.� ..�r _...,. .....�ti. . . ._... . .._a.�.a> .�.., . .. ...>. . ..,._.. ...., n... <.. ,. .__ .__,
A. CHARGES FOR SERVICES, FACILITY,AND C. SPECIAL CHARGES
AUTOMOTIVE USE SELECTED Forwarding of remains to
l. PROFESSIONAL SERVICE
Basic Service of Funeral Directors/Staff.... $' $
EmUalming ................................................... $ Receipt of remains�i-om
Reason for embalming
$
Immediate/direct burial or cremation ... �` � '"`
Cosmeto(ogy/Casketing/Restoration ........... $ *SUI3-TOTAL C $ �=T$ � r
Sanitary Care Only....................................... $ ; � ^,".. *
�
Special Autopsy Care................................... $ D. CASH ADVANCES
2. FACILITIES AND EQUIPMENT Grave opening.............................................. $ �, . ^-' "�r
First day of viewing/visitation..................... $ Lot and deed...............................,...... ..... .... $
, .
Additional day of viewing/visitation ........... $ _ Certified death certificates# " ° '" $ �+` �
,: „
Funeral ceremony......................................... $ � ` Cler /Mass offenn
gY � g ................................... $
Same day visitationlservice.......................... $ Vault service charge .................................:... $ �` ` �''� "'
Graveside service only................................. $ Newspaper notices ?
3. AUTOMOTIVE EQUIPMENT � i .�; ' $ �', �
Local transfer of remains to funeral home .. $ �'�. �� ��_ ^� $ F��, ��;�
• ,a
Local hearse/coach....................................... $ > , ' Flowers �., . .
� ._
Local limousine............................................ $ �' `:. ��, : .. $ �,. ,�, . ..
Local lead/clergy car $ a .'^ " ' $
....................................
Local family or pallbearer car...................... $ $
Additional mileage—x_.._.. .............,..... $ Other outlays
Out of town transportation , ' $
$ $
*SUB-TOTAL A $ r" * $
B. CHARGES FOR ME�i�HANDISE;SELECTED $
Casket � '°° *SUB-TOTf1L D $ *
�,� . . , ' :. � r ' "
" ' : $ ._ *SUMMARY OF CHARGES =
Outer Burial C ntaine ` ..' .° �° -` � •Services,facilities,automotive.............A $ %
� r
Y � � .�
•Merchandise selected ...........................B$ � .
Re ister book � . � $ '� �" �
g .. < � �_ •Special charges .....................................C$
Memor folders
y .......:. .......:. .......:......:... $ ; : .Cash advances ................D$ tl � " ', '.
..................... ..
Prayer cards.................................................. $ TOTAL OF ALL SELECTIONS............ $ ` : � �":.:::
Acknowledgement cards.............................. $ ;:: ,`'° DISCOUNT(%— ) IfApplicable........ $ � �� �
Temporary grave marker.............................. $ DOWN PAYMENT/PRE-PAYMENT.... $ � �� � � ,
� . .,
Burial clothing ............................................. $ BALANCE DUE $
......................................
Cremation Urn
$ Explanation of items required by law,cemetery or crematory
requirements,if any:
*SUB-TOTAL B $ � � ,, . ' *
Merchandise Warranties: 'i'he only merchandise warranty on the seiections is lhe express warranty,if
any,made by the manufacturer of the merchandise.We make no warranty,expressed or implied,with
respect to the merchandise.
I hereby agree that I have examined the above stated items,have found them to be conect and according to the arrangements,and hereby acknowledge receipt of a copy of this
memorandum and agreement.I hereby represent that 1 have sufficient assets legally available for payment of the cash price and hereby agree and covenant jointiy and severally to
make payment of$ within 30 days. A late charge of 1.5%per month,amounting to 18%per ycar is applied to the unpaid balance beginning 30 days from date of this
agreement. Any additional service or merchandise ordered or requested after the date of this agreement will be considered part of this agreement and tl�e cost thereof will be
reflectcd oq._the final statement.. �'
(Seal) (Seai)
(Purchaser) - F " (Date) (Purchaser) (Date)
Licensed Funeral Director "' ` °° . Date � Exhibit A
P
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I WILLARD F BQWLBY ESTqTE
V1ilLL1�SNYDER JR EXECUTOR �I U�
717- -4924 j' v'°
40 RIARWOOD LN /" �� � so-anarzaia
CARLlSLE, PA 17015 ti � _._ �G'�2�2-�1�`�r J'
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797- 3-4924 /'
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40 Briarwood Ln � 60-822a/2
, C/O William V Snyder C'C��
Carlisle PA 17015 �
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RECEIPT FOR PAYMENT
-------------------
-------------------
GLENDA FARNER STRASBAUGH Receipt Date : 6/19/2013
Cumberland County - Register Of Wills Receipt Time : 14 : 14 :45
One Courthouse S quare Receipt No. : 1074566
Carlisle, PA 17613
BOWLBY WILLARD F
Estate File No. : 2013-00686
Paid By Remarks : LORETTA J SNYDER
HMW
------------------------ Receipt Distribution ------------------------
Fee/Tax Description Payment Amount Payee Name
PETITION LTRS TEST 360 . 00 CUMBERLAND COUNTY GENERAL FUN
WILL 15 . 00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 20 . 00 CUMBERLAND COUNTY GENERAL FUN
JCS FEE 23 . 50 BUREAU OF RECEIPTS & CNTR M.D
AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FUN
INVENTORY 15 . 00 CUMBERLAND COUNTY GENERAL FUN
INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FUN
----------------
Check# 6746 $453 . 50
Total Received. . . . . . . . . $453 . 50
REV-1512 EX+(12-08)
�l����ppJ�,� pennsylvania SCHEDULE I
1�� DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
� iNHeRirnNCe Tnx ReruRN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Willard F. Bowlby 21-13-0686
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1• Advanced Disposal 41.28
2. Millenium Pharmacy 129.10
3. PPL Electric Utilities Corp. 389.81
4. Trugreen 109.99
5. E.P.Enterprises 200.00
6. UGI Gas 54.87
7. Robert C.Caims,Tax Collector 2,461.94
8. South Middleton Township Municipal Authority 128.96
9. Aurora National Life Assurance Company 170.00
TOTAL(Also enter on Line 10, Recapitulation) $ 3,685.95
If more space is needed,insert additional sheets of the same size.
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Miller�i�iur,Yt 4�harrrAacy Systems Inc. Millennium Phcy.Systems Mechanicsburg
Cranberry [3usiness Park, Bidg 12Q
100 East i{ensinger Dr
Suite #500
�, Cranberry Twp., PA 16066 Due by 6130i2013 Bilting office haurs:Man-Fri 9arn-5pm.Tolt Free:1-866-466-7779
- �NVCJIGE
05/31/2013 Account Number: �wNC��as
WILLARD BOWLBY
cla LORETfA SNYDEF2 20039
40 BRIARWOOD
CARLtS�E,PA 17015 p�
:Arnount Due; 129.10 Amount Paid:
Please Detach Here and Return Tap Portion Wi#h Your Fayment
-- --------------------------- - ------___-------------------------------------------__------------------------------------------------------------------------------�
Invaice t3ate:0513112Q13,Acct#:7WNC1706,BC}WIBY,WtLl.ARD F,Thamwa(d NC,P,DANtEIS,MICHAEt� _}(
a,e Rx tJumber Quantitv ' Descrifltion' Amou ! sTa Tota{ Tuoe
05/01/2013 6653281 33.00 Diltiazem HCI Coated Beads Oral Capsule E�ctended Release 24 Hc $ 25.69 c $ 0.00 $ 25.69 RX
00093-5112-98
05/Q 1/2013 6667335 33.00 Ciopidogrei Bisuifate Qrai Tabiet 75 MG $ 35.57 G $ Q.00 $ 35.57 RX
47335-0894-13
05/01/2013 6711241 33.00 Simvastatin Oral3abiet 2o MG $ 7.71 c $ O.Od $ 7.71 RX
�s��a-osas-aa
Q510112013 6744$48 15.00 WarFarin Sodium Orai 7abiet 3 MG $ $.4g c $ p.pp $ 6.48 RX
51672-4030-p1
05101l2013 6744849 11 B.DO Mapap Ora1 Tablet 325 MG $ 1.72 $ 0.00 $ 1.72 QTC
00904-1982-80
05l07l2Q13 6744854 23.00 Warfarin Sodium Ora!Tabtet 2.5 MG $ 3.71 c $ Q.Q4 $ 3.71 RX
51672-4029-01
05/1412013 6739909 1.00 Warfarin Sodium Oral Tablet 1 MG $ 1.49 c $ O.OQ $ 1.49 RX
51fi72-4027-01
05/15/2013 6740015 1.00 Warfarin Sodium Oral Tablet 1 MG $ 1.49 c $ 0.00 $ 1.49 RX
s�s72-ao27-o�
OS/23/2013 6743233 29.00 Clindamycin HCI Oral Capsule 30o MG $ 13,24 c $ 0.00 $ 13.24 RX
59762-5010-p2
05/23/2d13 6626672 100.00 BD SafeiyGiide insutin 5yringe 2sG X 1/2"0.5 ML $ 32.00 c $ 0.00 $ 32.00 OTC
829p-305932
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� ,C90��� $ 163.67 05/23/2013 $ 0.00 $ 0.00 $ 0.00 $ 95.38 $ 33J2 $ O.pO $ 0.00 129.10
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E.P. Enterprises , � a � �
127 Walnut Street Date: 6/19/13
Carlisle, PA 17013
(717) 462-0457
To: Willard Bowlby For: Lawn Services
70 Greenfield Drive
Carlisle PA 17015
Description Date Amount
Mow and trim 5/27/13 $25.00
Mow and trim 6/3/13 $25.00
Mow and trim 6/11/13 $25.00,
Mow and trim 6/17/13 $25.00
TOTAL: �100.00
E.P. Lawn Maintenance is a division of E.P Enterprises. Please make all checks payable to E.P Enterprises. You
may send us your check in the mail or we can pick it up on your next mow.
WE APPRECIATE YOUR BUSINESS!
-- - __ _ _
E.P. En�erprises � � � _���° ,�_��� � �'
127 Walnut Street Date: 7/18/13
Carlisle, PA 17013
(717} 462-0457
To: Willard Bowlby For: Lawn Services
70 Greenfield Drive
Carlisle PA 17015
D�seription Date Amount
Mow and trim 6/24/13 $25.00
Mow and trim 7/1/13 $25.00
Mow and trim 7/8/13 $25.04
Mow and trim 7/15/13 $25.00
TOTAL: $100.00
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W[Ilard F Bow�bY Estate �+ /
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40 Briarwood t-n � lr� Z�.__. },,�,,
Cf0 Witfiam v Snyder ---- - -
Carlisle PA 17015 � 1�i�<��`�1=3
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40 Briarwood Ln ��4 60-8224/2313
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70 GREENFIELD DR ........ .... ._�........, ., .. ..:.m.... . . .. , ...
CARLISLE PA 17U 15
Account: 213772337532
70 GREENFYELD DR
_ _ _ CARLISLE PA 17015
Dear Customer:
Your payment in the amount of $12.82 was returned to UGI by your bank for the following
reason: UNCOLLECTED BALANCE.
To avoid any further collection action,we must be reimbursed for the full amount of this check,
plus a $20.00 Returned Payment Processing Charge immediately. Payment must be made by
certified check or money order payable ta UGI. Be sure to include the bottom portion of this
letter when sending payment in the enclosed return envelope.
In addition, should another payment be returned, we will require that all future payments
be made by certified or cashier check or money order.
Please call 1-800-276-2722 if you have any questions.
Thank You,
Central Credit Department
_ _ _ _ _ _ _ _ _. ___ _
WILLARD F BOWLBY June 26, 2013
CHARLOTTE R BOWLBY
70 GREENFIELD DR
CARLISLE PA 17015
Customer Number: 213772337532
Returned Payment Amount...................$ 12 . 8 2
Returned Payment Processing Charge...$ 2 .0 Q,,,�
Payment Due........................................$ 3 2 . 8 2
Total Payment Enclosed........................$
R�TN-UGI-ED Version 04
LTR:0079
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�f•-.. s�s arev�cr The account balance on your last biil was................ $12.82
Billing Summary for 8ervice ta: Thank you for your payment of..................................... -12.82 213772337532
NILLARD F BOWLBY Your balance as of O6/24/2013...................................�.� ��
.HARLOTTE R BOWLBY
�0 GREENFIELD DR `�
�ARLISLE PA 17015
Rate Claasificatlon:
iesidential Heating Curreot Bill Informatlon-UGI Utility
Billing Period: Customer Charge.............................................................. 8.55
)5i20/2013 ta O6/19/2013{30 days) p stribu�t�'on Charges(First 3 CCF at$0333667),..... 1.01
Remote Device Read PA 5tate Tax Surchar e -0.05
�ueationa7 g ..................................................
:ail 800-276-2722 or write to UGI at UGI UHlity hargea owed this�bfll.............................��
'U BOX 13009 ....................................................... �11.50
teading,PA 19612-3009 Total Amount Due,Please Pay by Due Date(07/15/2013) ....................................... �11.50
(our current UGI charges include
itate taxes totaling about$0.37.
Meter Iniormation-Next Read Date July 22,2019
2.50 Average CCF Per Day Metar Number Previous Reading PreaeM Reading CCF Used
2•25 1310830 5899�remote� 5902 f remote) 3
2.00
�,75 Measagea from UGI
1.50 'Your current price to compare is$0.68919/CCF.
1'25 ■Your total annual usage is 288 CCF. Your average monthry usage is 24 CCF.
1.00
0.75 •We can make your energy costs easier on your budget with our 12 month Budget Billing
0.50 plan. Your monthly payment would be approximately$32.00. For more informa6on �
about this plan call UGI.
0.25 �
0.00 'Help prevent pipeline damage,accidents and service disruptions.Call 811 before you dig. $
J J A 3 0 N D J F M A M J 'Save time.Save the planet 5ign up to view and pay your 11Gl bills online at www.ugi.com.
2012 Months 2018 �
t���
�lV
Last This _
�verage Year Year
:CF/day 0.61 0.10 �f you pay at a payment agent please take your entire bill. Make check payable to UGL
aily temperature 69� 69°F Kee this rt for
p � your records. Important intormation is on the back oi this bill.
been helped in a Special way by a particular organization.If so,we want to hear from you! ' ;
You can win 500 bucks forthe or anization b nominatin �,
J y g your cause on our
blog between June 1 and June 30,2013.Five lucky,random winners will z,��„,'
receive$500 for their favorite tharity. � ' �'
IYs easy to participate in UGI's Blog For Bucks: '��.., �� °' '
� Visit our blog,UGI Connection,at http:/lbtog.ugi.com ��;,. „ ��-.�
� Find our blo g posf"Blo g For Bucks" �'�"
� Comm�nt on the blog post and nominate your favorite cause-simply provide the ' �,
.��,�� '
name of the organiz�tion,city,state and describe why you want to nominate this organization.
m� Five winners will be selected at random from all entries received by June 30,2013.
� Each winning organization will be featured on our blog and receive a$504 donation from UGI.
Be sure to follow our blog,UGI Connection,to receive updates vn Blog For Bucks.You can also"like°us on Facebook
(www.facebook.corn/ugiutilities)for additional updates on UGPs involvement in our communities.
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�or � -u��� The accaunt balance an your last bil!vras................. � 91.50
e�ha��e�' B�ng Summa r�y tor�ervice to: mank you for ur a ment of -24.32 213772337532
Yo P Y ......................................
WILi.ARD f�Ntl.BY Adjustments..................................................................._., 12 8
GHARl07TE R BOVYLBY Your balance as af O7l2512013.................................... 4. fl
74 6REENFIELD DR
CARlI5LE PA 17015
Rate Claasiticatian:
Residentiat Heating Currcnt 9it1 iotormatinn-U�i Utility
8itiing Period: CustomerCh�rge............................................................... �.5�
Ofi/99/2013#o O7/19l2013(30 days) Canmodity Charge{2 CCF at$0.69000).................. 1.38
Remefe Device Read Distribat'rnn Charges(F�rst 2 CGF at$0.3350p)....... 4.67
QuostionaY PA State Tax Surcharge...................................................___�_�_
Ca4i$40-276-2722 or write ta UGI at U�1 Utility charge�.��owed fhis�6i11.............................. . ......�.. � ... �i0.55
PO BdX 13009 ....... ........ .......................
Reading,PA 18612-3009 Totai Amount Due,Plea�e Pay hy Due Date(06/15/201�}....................................... ;10.5
*Your current tfG4 charges inclode
5tate taxes#otaling about$0.34.
Meter Iniormat�on-N�act Rcad Date August 20,2015
Average GCF Per Day
2.50 �,___,_� Meter Numd�r Prevtaus Readieg Prcaent Readiog CCF Use�!
2.25 1310830 59q2(remate} 5904(remnte} 2
2A0
1.75 Messages from UGi
�.�p ■Your current price to compare is$0.689191CCF,
��2� •Your totat annual usage is 275 CCF. Your average monthly usage is 22 CCF.
1.p0
0.75 'We can make your energy costs easier on your bodget with aur 12 manth Budgef Billing
��� plan. Your monthly payment wauid be approximately$32.00. Fnr more iaformation �
aboat this ptan c;ait UGI. m
0.25 N
0.00 'Hetp prevent pipeline damage,accidents and service disruptions.Ca11811 6efore yau dig. g
J A S 0 N D d F M A M J J 'Sa�e time.Sav�e the planet Sig»up ta view and pay your UGI biils online at www ugi.com.
2Q12 Months 2iM8
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last This �
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CCFCday 0.52 0�07 �f you pay at a payment agent please take your entire biil. Make check payable to UGl.
Daily temperature 78°F 7�°F Keep#his part for yaur records. important intarmatian is arr the back ot fhta bilt.
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� � during the month of 1uly.For every new afike"we receive,
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7AlfYEAR 2013 DATE 7/O�/�OI3 BIIL# 56�
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ROBERT C CAtRNS TAX CO�IECTOR
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BOILINC'a SPRINGS PA 17007 0040
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So±;ath Middleton 7awnship Mu»icipal Authority 345 Lear l.ane, RO. Box 8, Boiling Springs, PA 170Q7 (']i7) 258-6478
w'" SERVlCE 4DDRESS 70 GREENFIELD DRIVE ACCT. NO. 01617280
METER ID� 34088Z44
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A=ACTUAL
CURRENT 06/14l2Q13 49'1 A o a a
E=ESTIMATEQ
PREVIOUS 031'f4/2013 482 A 0 0 0
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SERViCE UNITS GALi.ONS CURREN7 pAST DUE CREDiT TOTAL SERVICE PERIQD
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SEWER � t��.�T�J �2.7�J
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AURORA NATIONAL LIFE ASSURANCE COMPANY
July 5, 2Q 13
Bill Snyder
40 Briarwood Lane
Carlisle, PA 17015
RE: Annuitant: Charlotte R. Bowlby, Deceased
Joint Annuitant: Willard F. Bowlby, Deceased
Contract: C21405267A
Dear Mr. Snyder:
Please accept our condolences on the death of the Joint Annuitant. In order for us to update our
records,please provide us with a copy of the death certificate.�
5
Our records indicate that the payment for June 18,2013, in the amount of$170.00,was directly
deposited to the decedent's bank account and cashed after the death of the Joint Annuitant. Please
have the representative handling the Estate issue a check to Aurora in the amount of$170.00. A
self-addressed enve(ope has been provided for your convenience.
Reference the above contract number on all future communications to our office. Should you
have any questions, please contact our office at(800)265-2652, option 1.
Sincerely,
Client Services
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EnCloSUie(S) Willard F Bowiby Estate 1� 006�
40 Briarwood Ln ��j5� 60-8224/2313
C/O Wi�liam V Snyder (, M
Car�isle PA 17015 ��t-� `�,_/3___ ___
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Telephone:(800)2G5-2C>52
Mailing Address: P.O.Box 4490 F[artford,C"C 06147-4490
http�/hvw�v.aurorai i t'e.com
REV-1513 EX+(01-10)
,\��� pennsylvania SCHEDULE ]
�������� DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN B E N E FICIARI ES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Willard F. Bowiby 21-13-0686
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under
Sec,9116(a)(1.2).]
1. Loretta J.Snyder,40 Briarwood Lane,Carlisle,PA 17015 daughter $140,487.04
2. Linda J.McMaster,311 Divens Road,Sligo,PA 16255 daughter $140,487.04
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECT[ON 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAI OF PART II— ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same size.