HomeMy WebLinkAbout01-14-14 1505611184
REV_1500 EX nu-n)(R)Till"
PA Department of Revenue Pennsylvania OFFICIAL USE ONLY
Bureau of Individual Taxes `""'"`" "` County Code Year File Number
PO BOX 28o6o1 INHERITANCE TAX RETURN ` ! f J t
Harrisburg,PA 17128-o6o1 RESIDENT DECEDENT .2 i 7 t W`�3
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
10222013 05261920
Decedent's Last Name Suffix Decedent's First Name MI
BOWERSOX SYLVIA G
(if Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
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 Q 2.Supplemental Return p 3. Remainder Return(date of death
prior to 12-13-82)
C=) 4.Limited Estate C=) 4a. Future Interest Compromise(date of O 5. Federal Estate Tax Return Required
death after 1242-82)
(M 6. Decedent Died Testate Q 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust) - ..
(� 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(date of death O 11. Election to tax under Sec.9113(A)
between 12-3191 and 1-1.95) (Attach Schedule 0)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
HARRY BAKER 717-979-8467 y
REGKER OF WILL!I;1It€ONLY
rn
rn
First line of address t7 > 67 a
M a c> ct)
416 DARLA ROAD -r-° n 1 ' n i t
Second line of address ,.
City or Post Office State ZIP Code SDATE FILED CJ
o -t r M
MECHANICSBURG PA 17055 �" Cn
Correspondent's e-mail address:
Under penalties of per'ury,I decla that I have examined this return,inducing accompanying schedules and statements,and to the best of my knowledge and belief.
It is true correct an o p t . clarati n ofprreepa er other than the personal representative is based on all Information of which preparer has any knowledge.
SIGNATUR 0 SPO 1Ffb% FILING RETURN DATE
ADDRESS
416 DARLA ROAD MECHANICSBURG, PA 17055
SIGNATURE OF PREPARER OTHER THAN REPRESE ATIVE DATE
ADDRESS
815 E ARCH STREET MYRA, PA 17078
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505611184 1505611184
J 1505611284
REV-1500 EX (FI)
Decedent's Social Security Number
Decedent's Name:SYLVIA G BOWERSOX
RECAPITULATION
1. Real Estate(Schedule A). . . . . . . . . . .. . . .. . . . . .. . . . . .. . ... . . . . .. . . . . .. . 1.
2. Stocks and Bonds(Schedule B) . . .. . .. . ... . . . ... . .. . .. . ... . .. . .. . .. .. . 2. ,
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . .. .. 3.
4. Mortgages and Notes Receivable(Schedule D) . . .. . .. . . . . ... . .. . .. . . . . .. . 4. ,
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . .. . 5.
6. Jointly Owned Property(Schedule F) O Separate Billing Requested . . . . . .. 6. 44 , 515.00
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested.. . . . . .. 7. 496, 486.
8. Total Gross Assets(total Lines 1 through 7)... . .. . .. . . . . . . . .. . .. . .. . . . . . 8. 541, 001. 00
9. Funeral Expenses and Administrative Costs(Schedule H). . . .. . . .. . .. . . . . . . . 9. 2, 699.
10. Debts of Decedent, Mortgage Liabilities, and Liens(Schedule 1) . . . . . . . . . . . .. . 10.
11. Total Deductions (total Lines 9 and 10).. . . . . ... . . . . .. . .. . .. . .. . .. . . . ... 11. 2, 699.00
12. Net Value of Estate(Line 8 minus Line 11) . .. . .. . . .. . . . . .. ... . .. . .. . .. .. 12. 538 , 302. 00
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) . .. . . . . . .. . .. . .. . .. . .. .. 13.
14. Net Value Subject to Tax(Line 12 minus Line 13) . . .. . . . . .. . .. . . . ... . . . .. 14. 538, 302.00
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_
15.
16. Amount of Line 14 taxable
at lineal rate x.045 538 , 302. 16. 24 , 223 .59
17. Amount of Line 14 taxable
at sibling rate X.12 , 17
18. Amount of Line 14 taxable
at collateral rate X .15 18 .
19. TAX DUE .. . . . .. . .. . . . .. . . . . . . . .. . . . ... .. . . .. .. . . .. . . . . .. . .. . . . . . . 19. 24, 223 .59
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O
Side 2
L 1505611284 1505611284 J
REV-1500 EX(Fl) Page 3 File Number
Decedent's Complete Address:
DECEDENT'S NAME
SYLVIA G BOWERSOX
STREETADDRESS '-
BETHANY VILLAGE
5225 WILSON LANE _
CITY STATE ZIP �i
MECHANICSBURG PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 24, 223 . 59
2. Credits/Payments
A.Prior Payments
8.Discount i 1, 211 . 18
Total Credits(A+B} (2) 1, 211. 18
I Interest
(3)
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)
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 23, 012 .41
Make check payable t0: 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:.......................................................................................... ❑ 99
b. retain the right to designate who shall use the property transferred or its income;.............................._........... ❑
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 foe'or payable-upon-death bank account or security at his or her death?...
........... I� ❑
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)(11)(1)).
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
172 P.S.§9116(a) (11)(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,ex ept as noted in(72 P.S.§9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent 172 BS.§9116(a)(1.3)).A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
REV-15d9 EX+(01-10)
pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
SYLVIA G BOWERSOX
If an asset was madejoint within one year of the decedent's date of death,it must he reported on Schedule G
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
A. HARRY G BAKER 416 DARLA ROAD SON
MECHANICSBURG, PA 17055
B.
C.
JOINTLY-OWNED PROPERTY,
LETTER DATE DESCRIPTION OF PROPERTY
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT OF GATE OF OEATN
DAIS OF DEATH pE T NUMBER OR SIMILAR DECEDENTS VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A. 11/2012 WELLS FARGO ADVISORS 44 , 515 100 44, 515 . 00
ACCOUNT NUMBER 4213-4298
CASH ACCOUNT
TOTAL(Also enter on line 6,Recapitulation) $ 44 , 515 . 00
(If more space is needed,insert additional sheets of the same size)
' REV-1510 EX-(06.09)
SCHEDULE G
pennsylvania
DEPARTMENT pi REVENUE INTER-VIVOS TRANSFERS &
r..til
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
_ RESIDENT DECEDENT
ESTATE Of FILE NUMBER
SYLVIA G BOWERSOX
This schedule must be completed and filed If the answer to any of questions t through 4 on the reverse side of the REV4500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM ffALLIANZGI DETHENAMEOF THE TRANSFEREE THEIR RELATIONSHIP TO OECEDENT AND DATE OF DEATH %OFDECD'S EXCLUSION TAXABLE
NUMBER HE DATE OF TRANSFER.ATTACH COPY OF THE DEED FOR REAL ESTATE VALUEOFASSET INTEREST IF APPLICABLE) VALUE
1. RGO ADVISORS — ACCT # 1690-9715 100 401, 904
BLE TO HARRY BAKER & DAVID BOWS SOX
A NFJ DAVID INT & PREM STRATEGY 10, 106
UTUAL FUND @$17 . 58 NFJ
B ON VANCE ENHANCED EQUITY INCOME F II 30, 838
2, 500 SH MUTUAL FUND @$12 . 34 EOS
C EATON VANCE INCOME FUND — BOSTON INC CL 17, 651
2, 912 .69 SH MUTUAL FUND @$6. 06 ECIBX
D EATON VANCE TAX MANAGED BUY WRITE OPP 51, 590
3 , 840 SH MUTUAL FUND @$13 .44 ETV
E FIRST TRUST/ABERDEEN GLOBAL OPPORTUNITY 10, 916
750 SH MUTUAL FUND @$14 .56 FAM
F GAMCO NATURAL RESOURCES GOLD & INCOME T 2 , 257
200 SH MUTUAL FUND @$11.29 GNT
G FRONTIER COMMUNICATIONS CORP 1, 117
250 SH COMMON STOCK 9$4 . 47 FTR
H INVESCO MORTGAGE CAP INC 4, 811
300 SH MUTUAL FUND 0$16. 04 IVR .
I ORANGE SPONSORED ADR 3, 640
250 SH COMMON STOCK @$14 . 56 ORAN
J PAA NATURAL GAS STORAGE LP 2, 318
100 SH COMMON STOCK @$23 . 18 PNG
K PENNYMAC MTG INVT TR 2, 306
100 SH MUTUAL FUND @$23 . 07 PMT
L PIMCO HIGH INCOME FD 44, 055
3650 SH MUTUAL FUND @$12 . 07 PHK
M RENTECH NITROGEN PARTNERS LP 2, 868
100 SH MUTUAL FUND @$28 . 68 RNF
N TELEFONICA BRASIL SA SPONSORED ADR 18 , 312
800 SH COMMON STOCK @$22 . 89 VIV
0 FIRST TRUST PORT LP BALANCE INCM SLCT 161, 795
16, 083 SH MUTUAL FUND @$10 . 06 FSGPUX
P CASH ACCOUNT 36, 384
Q ACCRUED DIVIDENDS 940
2 WELLS FARGO ADVISORS — IRA 100 36, 220
ACCT #3477-3025 — BENEFICARIES
HARRY BAKER & DAVID BOWERSOX
3 WELLS FARGO ADVISORS — ANNUITY 100 58,362
NATIONWIDE ANNUITY — BENEFICARIES
HARRY BAKER & DAVID BOWERSOX
TOTAL(Also enter online 7,Recapitulation) $ 496,486
(If more space is needed,insert additional sheets of the same size)
REV-1510 EX+(06-09)
�j pennsylvania SCHEDULE G
r�ti7 DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS &
RESIDENT EDENTTURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF
SYLVIA G BOWERSOX FILE NUMBER
this schedule must be completed and filed if the answerfo any ofquestions 1 through 4 on the reverse side of the REV-1500 C DESCRIPTION OF PROPERTY OVER SHEET is yes.
ITEM
INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENTAND DATE OF DEATH % DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER.ATTACH ACOPY OF THE DEED FOR RE AL ESTATE VALUEOFASSET INTEREST (IF APPLICABLE) VALUE
1.
2 DETAILS OF WELLS FARGO ADVISORS — IRA
A AMERICAN HOME MORTGAGE INVESTMENT 1
100 SH MUTUAL FUND @$ . 012 AHMIQ
B BLACKROCK SR HIGH INCOME FUND 3 , 950
1, 000 SH MUTUAL FUND @$3 . 95 ARK
C LEGG MASON PARTNERS INCOME TR WEST 13 , 419
2, 090 . 12 SH MUTUAL FUND 0$6 .42 SHICX
D MAINSTAY FLOATING RATE FUND 10, 992
1, 149 . 82 SH MUTUAL FUND @$9 . 56 MXFCX
E NEW WORLD FUND 5, 520
95 . 062 SH MUTUAL FUND @$58 . 07 NEWCX
F PENN WEST PETROLEUM LTD 1, 172
103 SH COMMON STOCK @$11 . 38 PWE
G CASH ACCOUNT 1, 166
TOTAL(Also enter online 7,Recapitulation) $
(If more space is needed,insert additional sheets of the same size)
REV-1511 EX+(10-09)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES &
INHERITANCE TAX RETURN
RESIDENT DECEDENT ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
SYLVIA G BOWERSOX
ITEM Debts of decedent must be reported on Schedule 1.
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. MALPEZZI FUNERAL HOME
1, 333
2 BETHANY VILLAGE — FUNERAL LUNCHEON 966
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
StreetAddress
City State ZIP Year(s)Commission Paid:
2. Attorney Fees
3. Family Exemption:(If decedent's address is not the same as claimant's,attach explanation)
Claimant
StreetAddress
City State ZIP Relationship of Claimant to Decedent
4. Probate Fees
100
5. Accountant's Fees
300
6. Tax Return Preparer's Fees
7.
TOTAL(Also enter on line 9,Recapitulation) $ 2, 699
(If more space is needed,insert additional sheets of the same size)
REV-1513 EX+(01-10)
pennsylvania SCHEDULE
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
SYLVIA G BOWERSOX
ItG,ND ADDRESS OF PERSON(S)RECEIVING PROPERTY RELATIONSHIP
otSList Trustee(s)NT AMOUNT OF ESTATE SHARE
TIONS(Include outright spousal distributions anSec. 9116(a) (1.2).]
KER SON 50a ROAD
URG, PA 17055
DAVID G BOWERSOX SON 500
205 SAINT ALBANS COURT
CHESTER SPRING, PA 19425
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 SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL 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.
WILL OF
SYLVIA BOWERSOX
1.0 Will: Introductory Clause
I, Sylvia Bowersox, a resident of 131 North 27th Street, City of Camp Hill,
County of Cumberland, State of Pennsylvania, declare that this is my last will and
I revoke any prior wills and codicils.
2.0 Will: Section 2 Identity of Testator's Family(Widowed, Single with 2 children)
At the date of this will, I am single. I was formerly married to Ralph Bowersox.
My husband died on December 23, 2008. All children bom during that marriage
have been provided for in this will. I have two (2) sons now living:
NAME BIRTHDATE
David G. Bowersox October 30, 1951
Harry G. Baker June 7, 1943
All references in this will to "my children" include not only the above children,
but also any child or children later born or adopted by me.
3.0 Will: Section 3 Payment of Debts and Expenses
I direct that all of my legal debts,the expenses of my last illness and funeral, and
the expenses of administering my estate shall be charged against my residuary
estate and may be paid in the order and out of those assets of my residuary estate
(including the income from my residuary estate)that my executor may deem best.
My executor is specifically given the right to renew,refinance and extend, in any
form that it deems best, any secured or unsecured debt or charge existing at the
time of my death. Under no circumstances shall my executor be required to
prepay any debt of mine. The estate, inheritance and similar taxes assessable on
my death (including taxes on assets not passing under this will) shall also be paid
as a cost of administering my estate and my executor shall not request any
beneficiary to pay any part of such tax.
4.0 Will: Section 4 Gifts of Personalty
4.1 Will: Specific Bequests of Personal Property
WILL OF SYLVIA BOWERSOX -January 24,2012 1
1
I give my wooden shelving consisting of two (2) b foot cherry stained display
cabinets with glass doors to my son,David Bowersox,if he survives me. If he
does not survive me,this gift shall lapse and pass as part of my residuary estate.
Any cost of packing and shipping this property shall be charged against my estate
as an expense of administration.
4.2 Wily General Bequest of Balance of Tangible Personal Property To My Children
I give the balance of my tangible personal property to my children living at the
date of my death in equal shares.
If my child,David G. Bowersox, shall predecease me,but issue of such deceased
child survives me,the share of my estate that would otherwise pass to such
deceased child shall pass, per sg=and not Mr capita,to the issue who survive
me of said deceased child. If my child,David G. Bowersox, is deceased without
leaving any surviving issue,no share shall be created on behalf of such deceased
child.
If my child,Harry G. Baker,shall predecease me,his share shall pass to his wife, -
Margaret Ann Baker, if living at the date of my death. If Margaret Ann Baker
shall predecease me,the share of my estate that would otherwise pass to my son,
Harry G. Baker, shall pass,ver stirrers and not per o, ita,to the issue who survive
me of said deceased child. If my child,Harry G. Baker,is deceased without
leaving any surviving spouse or issue,no share shall be created on behalf of such
deceased child. If any other beneficiary shall predecease me,no share shall be
created on behalf of such deceased beneficiary.
Any cost of packing and shipping this property shall be charged against my estate
as an expense of administration.
4.3 Will:Precatory Gift of Personalty by Written Memorandum
I have made, or may from time to time make,a written memoranda in which I
request that certain items of personalty be distributed to certain named persons. I
urge the beneficiaries of my estate to respect these written requests.
5.0 Will: Section 5 Gifts of Realty
5.1 Will: Specific Beouest of Personal Residence
Within one hundred eighty(180)days after this will is admitted to probate,my
executor shall sell any real property I own at the time of my death that I then use
as my personal residence together with all buildings and improvements on the
WILL OF SYLVIA BOWERSOX -January 24,2012 2
property and all related appurtenances and shall distribute the proceeds of the sale
to my children living at the date of my death in equal shares.
6.0 Will: Section 6 Residuary Estate
6.1 Will: Gift of Residuary Estate To My Children in Equal Shares
I give my residuary estate to my children living at the date of my death in equal
shares.
If my child, David G. Bowersox, shall predecease me, but issue of such deceased
child survives me,the share of my estate that would otherwise pass to such
deceased child shall pass,per si i and not per capita,to the issue who survive
me of said deceased child. If my child, David G. Bowersox, is deceased without
leaving any surviving issue, no share shall be created on behalf of such deceased
child.
If my child, Harry G. Baker, shall predecease me, his share shall pass to his wife,.-.
Margaret Ann Baker, if living at the date of my death. If Margaret Ann Baker
shall predecease me,the share of my estate that would otherwise pass to my son,
Harry G. Baker, shall pass, per stjr and not per capita,to the issue who survive
me of said deceased child. If my child, Harry G. Baker, is deceased without
leaving any surviving spouse or issue, no share shall be created on behalf of such
deceased child. If any other beneficiary shall predecease me, no share shall be
created on behalf of such deceased beneficiary.
Any cost of packing and shipping this property shall be charged against my estate
as an expense of administration.
7.0 Will: Section 7 Executors
7.1 Will:Naming Son as Executor with a Substitute
I appoint my son, Harry G. Baker, as independent executor. If he fails or ceases
to act, I appoint my son, David G. Bowersox, as independent executor.
7.2 Will: Compensation for Fiduciary
Each fiduciary shall be entitled to reasonable compensation for services actually
performed and to reimbursement for expenses necessarily incurred in the
administration of my estate or any trust under my will.
WILL OF SYLVIA BOWERSOX -January 24,2012 3
7.3 Will: Waiver of Bond for Fiduciary
No fiduciary shall be required to give bond in any jurisdiction, unless bond is
required by law or court rule, which cannot be waived, and in that event no surety
shall be required.
8.0 Will: Section 8 Definitions
8.1 Will: Definitions of Fiduciaries
The words"executor"and the pronoun"it" in reference to such words always
refer to the male or female person or persons or to the institution or to any
combination of them then holding the executorship of my estate,the term
ancillary fiduciary always refers to my representative of my estate necessary to
administer my estate in any jurisdiction other than the jurisdiction in which I am
domiciled at my death. Such words also refer to any successor or alternate,
including corporations which succeed another by merger, change of name or
otherwise, and the appointment of a corporate executor, or ancillary fiduciary
shall be deemed to include appointment of a corporate successor. All successor or
alternate executors and any ancillary fiduciary shall have the same powers,
authorities,obligations and limitations as my original executor or ancillary
fiduciary unless other provisions of my will specifically provide to the contrary.
The term"my fiduciaries"refer collectively and interchangeably to each and
every executor and ancillary fiduciary at any time acting under my will.
81 Will: Definition of Adopted Children
A person who is under twenty-one (21) years of age when legally adopted shall be
deemed the child of his adoptive parent,but this presumption shall not operate to
exclude a person as a beneficiary of my estate. A person who is twenty-one (21)
years,of age or older when legally adopted shall not be deemed the child of his
adoptive parents.
8.3 Will: Definition of Tangible Personal Property
The term"tangible personal property"includes any insurance policies on any
tangible personal property, and the proceeds of such policies,but excludes cash
and items of intangible personal property, even if represented by any tangible
documentation of ownership, and also excludes tangible personal property used
by me in a trade, business or profession or held by me as an investment unless
other provisions of my will specifically provide to the contrary.
WILL OF SYLVIA BOWERSOX -January 24,2022 4
8.4 Will: Definition of Residuary Estate
The term "residuary estate" means all property in which I may have any interest
(including lapsed gifts), which is not disposed of other than by the Section entitled
"Residuary Estate". Any power of appointment which I have shall not be
exercised by such Section.
8.5 Will: Definition of Beneficiaries
Unless the context indicates otherwise,the word"beneficiaries"means any
beneficiary then eligible to receive distributions. If any beneficiary is a minor or
under a disability irrespective of whether legally so adjudicated, then the parent,
guardian, conservator, or person with whom the beneficiary resides shall act for
the beneficiary for all purposes.
8.6 Will: Definition of Issue
The term"issue"means the lawful-blood descendants in any degree of the -
ancestor designated and includes adopted children as above described.
9.0 Will: Section 9 Presumptive Order of Deaths
For all purposes of this will, if any beneficiary dies within sixty (60) days after
my death, such person shall be deemed to have predeceased me.
10.0 Will: Section 10 General Provisions and Powers
10.1 Will: Powers
In addition to those powers now or subsequently conferred by law, this grant shall
include without limitation the following powers, all of which may be exercised
without the necessity of securing the approval or order of any court: (1)to
acquire, by purchase or otherwise,retain, invest, reinvest and manage,
temporarily or permanently, any realty or personalty, without diversification as to
kind, amount or risk of nonproductivity and without limitation by statute or rule
of law; (2)to alter, improve, repair, replace, abandon and demolish assets; (3)to
sell, exchange, encumber, lease for any period, or otherwise dispose of any asset
of my estate,publicly or privately, with or without notice,wholly or partly for
cash or credit, without appraisal, and to give options for those purposes; (4) to
advance or borrow money, to hold, mortgage and pledge property for the
repayment of same, and to renew and extend, any secured or unsecured debt or
WILL OF SYLVIA BOWERSOX -January 24,2012. 5
charge; (5)to purchase from,borrow from, sell to, and generally to deal with
themselves individually and as a fiduciary of any estate, or with partnerships,
corporations and financial and business organizations in which they may own an
interest; (6)to continue,invest in,or liquidate any partnership,corporation or
business in which I may own an interest; (7)to abandon, compromise,contest and
arbitrate claims; (8)to hold title in the name of the nominee; (9)to make
distributions in kind,in money or partly in each, without requiring prorata
distributions of specific assets and without regard to differences in tax bases of
any such property, at fair market value on the date of distribution;(10)to carry
out the terms of any valid agreement which I may have entered into during my
lifetime concerning property which I may own at my death; and(11)to determine
all matters of estate accounting in accordance with generally accepted principles
of estate accounting as established by controlling law or customary practices.
10.2 Will: Effect of Inoperative, Invalid or Illegal Provision
If any provision of this will or of any codicil thereto is held to be inoperative,
invalid, or illegal, it is my intention that all of the remaining provisions thereof
shall continue to be fully operative and effective as far as is possible and
reasonable.
10.3 WiII: Headings
The headings above the various provisions of this will have been included only to
make it easier to locate the subject covered by each provision and are not to be
used in construing this will or in ascertaining my intentions.
10.4 Will:Number and Gender Defined
As used in this will,whenever the context so indicates the masculine,feminine,or
neuter gender, and the singular or plural number, shall be deemed to include the
others.
10.5 Will: Funeral Arrangements
I wish to be cremated and my remains disposed of as directed by my executor.
WILL OF SYLVIA BOWERSOX -January 24,2012 6
11.0 Will: Section 11 Testimonium Clause
Iylvia Bowersox, in the presence of �I A A h P c and
1 �Q_Y'?S5 2-1-1-�//Q hereby sign y name to this will on
this the 5th day of u 2012.
12.0 Will: Section 12 Attestation Clause°
We,the undersigned persons, of lawful age, declare that the foregoing instrument
was signed, published, and declared by Sylvia Bowersox, the above named
Testatrix, as her last will, in our presence, and we, at her request, and her presence
and in the presence of each other, have subscribed our names to this instrument as
attesting witnesses on the day and year last above written; and we certify that, in
our opinion,the said Testatrix is of sound and disposing mind.
WITNESS: ADDRESS:
i AV A k (2A� r J' �1nl U V4;nnsylvania
5
c�2r �7 �f� c�CkGvac�nL C�
Iicc1ziPennsylvania
13.0 Will: Section 13 Self-Proving Affidavit CCJJ
THE STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
BEFORE ME, the undersigned authority, on this day personally appeared Sylvia
Bowersox, 1j A A A P L G r,rV and
Fe tie Lc 7 L i , known
to me to be the testatrix and the witnesses, respectively,whose names are
subscribed to the annexed or foregoing instrument in their respective capacities,
and, all of said persons being by me duly sworn, the said Sylvia Bowersox,
testatrix, declared to me and to the said witnesses in my presence that said
instrument is her will, and that she had willingly made and executed it as her free
act and deed for the purposes therein expressed; and that said witnesses, each on
his or her oath stated to me, in the presence and hearing of the testatrix,that the
said testatrix had declared to them that said instrument is her will, and that she
executed the same as such and wanted each of them to sign it as a witness; and
upon their oaths each witness stated further that they did sign the same as
WILL OF SYLVIA BOWERSOX -January 24,2012 7
witnesses in the presence of the said testatrix and at his request;that she was at
that time eighteen(18)years of age or over and was of sound mind; and that each
of said witnesses was then at least eighteen(18)years of age.
Testatrix, Sylvia Bowersox
Print name of witness_
Print name of witness_ t-e s
SUBSCRIBED AND ACKNOWLEDGED BEFORE ME by the said Sylvia Bowersox,
testatrix and subscribed and sworn to before me by the said
171 __and Teresa L'i
Witnesses,this,c26-(:h_day of_ 94 -z 2012.
Notary Public in ZaLA County,
Pennsylvania
For the State of Pennsylvania
My Commission Expires: NOTARIAL SEAL
�liDJ I S O 15 OEBRA t LESHAK
Notary Public
E ARA TWP.DAUPHIN COUNTY
mission Expires Apr 18.2015
WILL OF SYLVIA BOWERSOX -January 24,2012 8
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From:TecPort SOLUTIONS, INC. 717 651 3111 12t04/2013 11 :31 #109 P.UUblUUo
y
Nationwide Annuity Value Pagel of l
f ys Nh
'
harrybee @comcast.net _ Authenticated by weIlsfargo.com Valid Signature
From: laura.jarvie@wellsfargoadvisors.com
To: HARRYBEE@COMCAST.NET
Cc: judith.a.walker@wellsfargoadvisors.com, marshall.a.ney @wellsfargoadvisors.com,
israel.borgesl @wellsfargoadvisors,com
Sent: Nov 27, 2013 11:27.02 AM CST
Subject: Nationwide Annuity Value
Jim-
, I think the only piece left outstanding for your visit next week with Daryl Webber is the Nationwide annuity
value.
According to the letter received,you were each eligible to receive$29,181.18. if you double that, $58,362.36
would be the value. Let me know if there is anything else I can help you with.
Thanks,.
Laura
.Lauralarvfe
Client Associate
Wells Fargo Advisors
The Ney/Walker Group
8 Lemoyne Drive
Lemoyne, PA 17043
717-975-8407
Email Encryption Provided by Wells Fargo Advisors.
Copyright 2013 Wells Fargo. All rights reserved
mhtmI:fileJ/C.XDocuments and Settings\bakerhg\My DocumentsViloms Obit\Nationwide ... 12/3/2013
F om:TecPort SOLUTIONS, INC. 717 651 3111 12/0412013 11 :29 #109 P.002100
pennsytvania
2:�'i'Af:?lh5,{:T'E:r PE'bfi,7ruF.
November 26, 2013
Wells FafVo Advisors
Three Lemoyne Dr
Lemoyne, Pa 17043
Re: Estate afc Sylvia G Bovfersox
Sociat Security.Number: 177-16-1869
File Number: t A
Dear sits:
The Department issues this waiver for the following securit}� held in beneficiary format by tfie
decedent. The security wilt be subject to Pennsylvania Inheritance tax. `The Department will
€ssue an information notice to the transferee of the potential Penns
ytvania inheritance tax
due for this asset. A copy of this waiver is to be used by you to notify the transfer agent
vbate(Title 20, Chapter 64 Pennsylvania ConisolidatedStato e), have been satisfied.
Code
Name of Company: Wells Fargo Advisors
Type of Account(): Security. Account
1D Number(s) 1690-9715
Account Balancers): $400,963.86
Sincerely,
Amber Heimbach
inher,tance Tax Division
......... .. ... ..........................................................
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