HomeMy WebLinkAbout02-18-14 15056"101143
REV-1500 EX(01-10" '
OFFICIAL USE ONLY
_ PA Department of Revenue Pennsylvania county code veer r=ue Number
Bureau of Individual Taxes osvnarmsxror nevowe
PO 60x.280601 INHERITANCE'TAX RETURN 21 13 0251
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
01 .14 2013 06 .21 1922
Decedent's Last Name Suffix Decedent's First Name MI
BOWER ELDER R
(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
tFILL IN APPROPRIATE OVALS BELOW
L^1 1. Original Return ❑ 2. Supplemental Return ❑ 3. Remainder Return(date of death
prior to 12-1&82)
❑ 4. Limited Estate ❑ 4a.Future Interest Compromise ❑ 5. Federal Estate Tax Return Required
rr�� tCate of death after 12-12$2)
t�.1 fi' (Athron Copyeof Will)Testate, ❑ 7' �Aed�acheGOpy of ruslj Living Trust 1 g. Total Number of Safe Deposit Boxes
❑ ❑9. Litigation Proceeds Received le,S usai Proverry creaif``date a death i t.Election to tax under See.9113(A)
beiw9en 12-31-31 and t-ia5y (Attach Sch.0)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
BRADLEY L GRIFFIE 717 243 5551
REGISTER I64-41LLS USE-iJNLY F ?t'
First line of address 1,
200 NORTH HANOVER STREE
Second line of address 7D
DATPE FILED '° r
City or Post Office State ZIP Code
CARLISLE -PA 17013
Correspondefirse-mailaddress; bgrifEieiRgriffielaw.eom
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 We correct and corn fete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNAT R "PERSO NSBLE FOR FILING RETURN DATE
Douglas J. Bower
ADDRESS
32 Strayer Ddyz.Carlisle PA 17013
SIGNATU ftEP R HA PRESENTATIVE DA E
Bradley L Griffie
AD ES
200 North Hanover Street, Carlisle, PA
Side 1
L "1505610143 1505610143 �,,�
1505610243
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: BOWer, Elder R. '
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1.
2. Stocks and Bonds(Schedule B)............................................................................. 2. '1,201 . 68
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages&Notes Receivable(Schedule D)........................................................ 4.
5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. .11 ,260 . 45
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 918 . 90
7. Inter-Vivos Transfers&Miscellaneous Probate Property
(Schedule G) a Separate Billing Requested............ 7,
8. Total Gross Assets (total Lines 1-7)..................................................................... 8. 13 , 381 . 03
9. Funeral Expenses&Administrative Costs(Schedule H)....................................... 9. .13 , 915 . 00
10. Debts of Decedent,Mortgage Liabilities,&Liens(Schedule 1).............................. 10. 203 ,593 . 23
11. Total Deductions(total Lines 9&10)................................................................... 11. 217 ,508 . 23
12. Net Value of Estate(Line 6 minus Line 11).......................................................... 12. -204 ,127 . 20
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. -204,127 .20
TAX COMPUTATION-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.00 15. 0 . 00
16. Amount of Line 14 taxable 0 . 00 16. 0 . 00
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 00 17. 0 . 00
18. Amount of Line 14 taxable
at collateral rate X.15 0 . 00 18. 0 . 00
19. Tax Due.................................................................................................................. 19. -0 . 00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L 1505610243 1505610243 J
REV-1500 EX Page 3 File Number 21-13-0251
Decedent's Complete Address:
DECEDENT'S NAME
Bower, Elder R.
STREET ADDRESS
Sarah A. Todd Home
1000 West South Street
CITY STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (1) 0.00
2. Credits/Payments
A. Prior Payments
B. Discount 0.00
Total Credits(A +B) (2) 0.00
3. Interest (3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2 Line 20 to request a refund
5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 0.00
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............................................................................................................... ❑ x
d. receive the promise for life of either payments,benefits or care?............................................................ ❑
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.................................................................................................................... ❑ ❑x
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?.................................................................................................................. ❑ ❑x
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 January 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)1.
. 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
72 P.S.§9116 1.2)[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[72 P.S.§9116(a)(1.3)]. A
sibling is defined under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
Rev-1503 EX.(15-95)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENTOECEDENT
ESTATE OF FILE NUMBER
Bower, Elder R. 21-13-0251
All property jolntly�ed with Fight of survivorship must be disclosed on Sehstlule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 18 shares of Honeywell International Stock - 66.76 1,201.68
(See attached statement)
TOTAL(Also enter on Line 2, Recapitulation) 1,201.68
(If more space is needed,additional pages of the same size)
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule B(Rev.6-98)
Rev-1508 EX.(6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERRANOE TAX RETURN
RESIDENLDECEDENT
ESTATE OF FILE NUMBER
Bower, Elder R. 21-13-0251
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property joindy-owned with the fight of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 2012 Federal Income Tax Refund 122.60
2 Metro Bank- 58.85
Checking Account No.XXXXX4168
(See attached statement)
3 Personal Property Auction- 11,079.00
(See attached statements)
TOTAL(Also enter on Line 5, Recapitulation) 11,260.45
(If more space is needed,additional pages of the same size)
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev.6-98)
Rev4509EXi(6-96) SCHEDULE F
COMMONWEALTHOF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERRANCETAK RETURN
RESIDENTDECEDENT
ESTATE OF FILE NUMBER
Bower, Elder R. 21-13-0251
If an asset was made joint ielthln one year of the decedent's date of death,It must be reported on schedule G.
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Bradley E. Bower 4690 W. Eldorado Parkway,Apt. 814 Son
McKinney, TX 75070
B.
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANKACCOUNT DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR VALUE OF ASSE INTEREST DECEDENTS INTEREST
JOINTLY-HELD REAL ESTATE.
1 A June 2005 Westview Savings Bank- 1,837.80 50.000% 918.90
Account No.XXXXX2907
(See attached statement)
TOTAL(Also enter on Line 6, Recapitulation) 918.90
(If more space is needed,additional pages of the same size)
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F(Rev.6-98)
REV-1 161 EX.110-06)
SCHEDULE H
cpMrt, Ai,?� �e y.Ns R��VANK FUNERAL EXPENSES &
�N�E'i TTp€'zueo'EN'r ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Bower, Eider R. 21-13-0259
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 7,425.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Year(s)Commission paid
2. Attomev's Fees Griffis&Associates, P.C. 2,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State Zio
Relationship of Claimant to Decedent
4. Probate Fees 158.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 3,821.50
See continuation Schedule(s)attached
TOTAL(Also enter on line 9,Recapitulation) 13,915.00
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Bower, Elder R. 21-13-0251
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Devlin Funeral Home 7,425.00
H-A 7,425.00
Other Administrative Costs
2 American Stock Transfer and Trust Co., LLC- 118.85
Bond
3 Bank Audit Fees 50.00
4 Personal Property Auction Costs 3,652.65
H-B7 3.821.50
Copyright(c)2002 form software only The Lackner Group, Inc. Forth PA-1500 Schedule H(Rev.6-98)
Rev-1512 EX.(12-08)
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Bower, Elder R. 21-13-0251
Report detHa incurred by the decadent prior to death that remained unpaid at the data of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 PA Department of Public Welfare -Division of Third Party Liability 201,989.13
Medicaid Claim
2 Safe deposit box fee 30.00
3 Storage locker fees 1,574.10
TOTAL(Also enter on Line 10, Recapitulation) 203,593.23
(If more space is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule 1(Rev. 12-08)
REV-1513 EX.(11A8)
SCHEDULE J
COMMONHOFgPENN$YLVANIA BENEFICIARIES
INHERITDTTECE�EN�(RN
ESTATE OF HES FILE NUMBER
Bower, Elder R. 21-13-0251
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$)
Do Not List Tmsteelsl I. TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)1
Bradley E. Bower Son One hundred
4690 W. Eldorado Parkway percent of net
Apt. 814 distributable
McKinney,TX 75070 estate
Total
Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 1500 cover sheet,as a ro riate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev. 11-08)
GAW D0CSVnUH\W-1096V,W&1 25.0Nn
LAST WILL AND TESTAMENT
I,ELDER R.BOWER,ofthe County of Allegheny and Commonwealth ofPennsylvania,being
of sound mind and memory,do hereby make,publish and declare this to be my Last Will and Testament,
hereby revoking any and all Wills or Testaments heretofore made by me.
FIRST: I direct that all my just debts and funeral expenses shall be paid as soon as
practicable after my decease, as a part of the expense of the administration of my estate.
SECOND: All the rest,residue and remainder of my property,be it real,personal or mixed,
ofwhatsoever nature and wheresoever the same may be situate,I give,devise and bequeath to my son,
Bradley E.Bower. In the event my son,Bradley E.Bower,should predecease me,or we should die
in a common disaster or under such circumstances wherein the exact time ofdeath cannot be determined,
then I give, devise and bequeath my entire estate to my son,Douglas J. Bower.
THIRD: I reserve the right to direct the disposition of my jewelry,automobiles,purely
personal effects and household goods and equipment,together with any existing insurance thereon by
separate memorandum.
FOURTH: I hereby nominate,constitute and appoint my brother-in-law,Ralph T.Frazier,
as the Executor of this my Last Will and Testament. Providing,however,that should he be unable or
unwilling to act or to continue to act,then I appoint my son,Douglas J.Bower,as the Altemate Executor
of this my Last Will and Testament.
No Bond shall be required of any fiduciary hereunder.
(Page 1 of a 3 Page Will)
I
G:IWPDOCSUMAW-1096V.W&]104-I5.OTpu
IN WITNESS WHEREOF,I,ELDER R.BOWER,the Testator have hereunto set my hand
P 77
and seal this day of /1,' 2001.
U1 +c /':9- /gam — (SEAL)
ELDER R. BOWER
SIGNED,sealed,published and declared by ELDER R.BOWER,the Testator above named,
as and for his Last Will and Testament,in the presence of us,who,at his request,in his presence and in
the presence of each other, have hereunto subscribed our names as witnesses hereto.
T,Tame Address
4aablv�--
e Address
(Page 2 of a 3 Page Will)
f
G:kW DOCSV RUW.1096V.W&]1 25.07%pe.
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA )
SS:
COUNTY OF ALLEGHENY )
I,ELDER R.BOWER,the Testatorto the foregoing instrument,having been duly qualified
according to law,do hereby acknowledge that I signed and executed the instrument as my Last Will and
Testament,that signed willingly;and that I signed it as my free and voluntary act for the purposes therein
expressed.
Sworn or affirmed to and acknowledged be r�me,by ELDER R.BOWER,the Testator,
this) ,day of P/ ' � 0).OC7
�
COMMONWEALTH OF PENNSYLVANIA ELDER BOWER
Notarial Seal
Jennifer Flea Abel,Notary Public
Marshall Twp.,Allegheny County �9'-
My Commission Expires Aug,25,2008 NOTARY PUB IC
Member,Pennsylvania Assooletlon of Notades AFFI AVIT
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF ALLEGHENY /� )
We, r n e 49BP L and —;o oh,the witnesses
whose names are signed to the forego'tT�g instrument,being duly qualified according to law,do depose and
say that we were present and saw the Testator sign and execute the instrument as his Last Will and
Testament;that he signed willingly and that he executed it as his free and voluntary act for the purposes
therein expressed;that each of us in the hearing and sight ofthe Testator signed the Will as witnesses;and
that to the best of our knowledge the Testator was at that time eighteen or more years of age,of sound
mind and under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by and
C,-�a /P. Sai ���`witnesses,thi day of 6.
k � 0
W,
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Jennifer ReaAbel.NotaryPuWb
Marshall Twp.,Allegheny County..
Commission area Aug.2CMM O Y PU IC
Member,Pennsylvania Aasoolatlon3lTNotadee —7(Page 3 of a 3 Page Wi )
485DOD41046
REV-485 EX(0[*04)
SAFE DEPOSIT
BOX INVENTORY PLEASE USE ORIGINAL PORM ONLY
PA Department of Revenue
County Code Year Filc Number
Security or Death CarHll(Iffie Number Date of Death .
J � x l� �1SYs
6 ' J`> d0/3 6d ;013 MI
Odcodent's test Name
'Suffix First Name
CITY::
$TTAAjjE: ZIP CODtt
4 ADDRESS OF DECEDENT STREET _
_.�
NAME AND ADDRESS PERSOFK EOUESTING THE OPENING OF THE SAFE DEPOSR BOX
NAME QLUT f+. . . .. ....
p\
IJL�'':I_Iv`T�? � "...-. _. .. CITY, SIAT E: ZIP CODE.
STREETADn if f: -�a °!JR /1.s Ci 40) + !!J
-�+ :NAME,AD—ORHSS ANdfRELATIONSHIP jIF ANY)TO DECHDENT,Of RHRSON(S)'PRESENI'ATTHH 6O%OPENING
RELATIONSHIP:
e.NAME 1 _-f' f�1 C/}.V'E✓'Z .. S O c!
. ._. .. FV CD
DITY' STf�TE DS
STREET nDb s C' ee!'3
-' ""' -RElAl10NSHIP:
It. NAME
... ._ ..... .-...____ _ .. .. - .STATE. ZIP CODE:
S RE11T ADDRESS.
" �--- - -- RELATION GHIP
s.NAME:
.... ._. -.. _......_. ,STATE; FP GODS
_. ._ .. .._..._. ......__.._. CITY:
MEETADDRESS:
NANE AND ADORE86.OF FINANCIAL INSTRtMDN INHERE THE SAFE DEPOSIT SOX IS LOCATED
T NAME
1/��.. . ..._CITY' ZIP CODE:
STREET ADDRESS 7°� L' �, f''t s' L(R N l__,ciOP-
C7d L.Ie: CGI.T
DATE. TIC a T�1TRY l�1f
NAME OF JPERSON N/ccry,LAB'r'ENTRY
1'j ocu{(L
1 TITLE UNDER WHICH BO%m REQUESTED
'DATE"OF CONTRACT TO RENT BOX NQMBHR-OF BOX C°Z
S- dapi
'I�NA�ME�ANDAQD1 pF PERSON(SIHAVINGACCESS TD BOX ---
11� p� 11
a. NAME rte,1A - r Iy C,bL
. . .____.
_....... .. STREET ADURE55�
STREET ADDRESS.
ga SaP JV'%tit t?tZ
/ S,'�ATE: 211 CODE'
STATE:.. 'FP CODE CIT';�j'/� 2b GI RBL
CITY... .. J, n
NAME ArIDTDLE OF
CNIPLOVEnTAKINO THE INVENTORY l7.1 r/N;j1�I� ..-- ---
WAS A//WILL IN THE:DOXY ❑ ES L4 NO Y S ' !
r✓ 79 /s7 'q- /Z' Is �_,
V IP es. n.DWa o1 wNl: ... ............. . ...
b. NAme and addmaa of paraonatreproaenmthro,It onmeO In the
NAME:
_.. _.. ._.. _.._. CITY:
STREET ADDRESS:
e. Name and seems of s"Orney,if any
NAME
....__... _.. .-... ... .- - CITY STATE: ZIP CODE:
STREET ADDRESS: .
48509041046 4$500941046 �.�
Pago..'9 of_.. ..
REVA85 EX SAFE DEPOSIT :BOX INVENTORY
INSTRUCTIONS —
(1) Cash:Report total any.
(2) Stoc66:.L7s1.in detail every common or pretenod rnrti8cste,•wermnt or other rights found in bOX.Stocks am to be designated by
noma of company.cortificate number,date of cefli8rnln,name in which stock.®registered,and numberof shares and class of stook.
(3) Obligations of U.S.Govemmanl:Number o1 Items,onto Of issue,tarn-value,names-in wlridl rtlglstAmd end type of ownamhip.
Le.,Jointly hold,payable on death.etc.
(4) Bonds:'Dasignato by name,amoum,serial romper.or other doslgmnbn.(Beater Bonds)
(S) Bank and-Savings And loan Passbooks:State name of depositor,number of book,cut date appearing in took.name of bank
'i and branch.and'.bslance.
1 (6) dowalry,Coins,Stamps,Manus,71pr s,etc:List and describe Be fully as Possible.
(7) Deeds,Mortgages,Current Insure.ca.Policies or other evidences of:1ndebtodneas:List and descrlbu as fully M possible.
(8) IAll.othor contents.
(8) .RotUm completed toms to! ,INHERITANCE TAX DIVISION
DEPT.280601
HARRISBURG,PA 17/280801
REM :ITEM OESCIIIPTIDN
-
a ---
_. ..T .... _..
- .6/•AC.IGf_ S /.�_c,l= Jam_-or S_, .__-._ ._.. -----
Iq
-r4(mss .PENALTY OF PE RY THATTHEABOVE RECORD IE -PERSON'RECEIVING COPY OF
TANDCOMPLE'TETOTHEBEST OF'MYKNOWLEDGEAND BFLEF. SAAFF DEPOSIT BOX INVENTORY:
LC..
❑6soaMbi•1 ❑Am-"snrndl)
I NOTE:Attach-additional 8'1;" x 11'shoot(s)if necessary or use duplicates—this page.of form.
The Iium6cr idan�Lly�Pm ab rkm a d aw"MI a'm➢toms,,,,M s re ofd Sods' my�ADdose�ftmmdon in O%UW)C d tax Mlomralon dgmenents
NY xM Faded and loco)Yrd9 audodtes the etalo tm DrMAIns
1FIS Canmonweldh5 Dslsonnd tomdadosh+o oxJtlaYkb taT IldomaGar a:oept br o%tial proposes.
Page of --
SAFE DEPOSIT BOX.IN VEENTORY
INSTRUCTIONS
(1) Cash:Report total only. —
(T) Stocks: List in detail.every common or preferred certificate, warrant or.ather rights found in lox. Stocks are
to be designated by namo•of company, cerlificate number, dote of certificate,name in which stock is registered,
and number of shares and closs.of stock.'
(3) Obligations of!J.S. Government: Number of iiams, dote of issue, face value, names in which registered
and type.of ownership, i.e., jointly held, payable on death, atc.
(A) Bonds: Designoto isy name, amount, serial number, or other designation. .(Boater'Bonds)
(5)Bank and Savings�ond Loan Passbooks: Stotaslame of depositor,number o6hook, Iasi date op pouring in
book, name of bank.and.branch, ond'balonce,
(b) Jewelry, Coins, Stamps, Manuscripts, eic: list.and describe-as fully as possible.
'(7) goads,Mortgages, Current insurance Policies or other evidences of-indebtedness: List and describe as
fully as possfblo.
(8) All.othot contents.
ITEM ITEM DESCRIPTION
ITE
�' C.?oS'S old rnr.'c r�/wc
V 7tR 7-e Rc'-C .� :5 r�r�-1 �veurac�f L'NP�SPA IL ;k
v3" c}2t c., fi':..� 4C.r12r,r� Sep
—1_
Jcc 5., 4+rtc
.�.1
el,i IT-re:4/0 C i
13/a C.Al r
dab ea,r_Lc-1 s
Y� h; 10 21{)OnS
i.C£RTIFY UNDER PENALTY.OF RJURY THAT THE ABOVE RECORD 15 PERSON"RECEIVING COPY Of
CORRECT AND COMPLETE TO T E:BEST If MT KNOWLEDGE.AND BELIEF, SAFE DEPOSIT BOX INVENTORY.:
q I n UR�1�I RE
PRI417PAMC PRIM NAME AND CHECK APPROPRIAIT BOX S S W: —
PRI 1 111E CRIT AP q PRIA a7
1_JEMe[ul0 — _
rllflaf L..�—i IAdmW0I.t0rlvial
DE.I.ic Rspmsentadm 0 10141..., ai m1s dop041 be.
NntE: Attach additional 8'A'• X 11"shout (s)if necessary or use duplicates of this page of farm. � �
SAFE DEPOSIT.- N
X INVETORY
(2) Sf-nk-:Loll
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SAFE DEPOSIT BOX INVENTORY
,(I) Cash; Reporl total only.
(2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are
to be designated by name of company, certificate number,data of cartificote, name in which stock is-registered,
and number of shares and class of stock
(3) Obligations of U. S. Government; Norther of items, date of issue, face value, names in which registered
and type of ownership, i.e., jointly held, payable on death, etc.
(4) Bonds: Designate by name, amount, serial number, or other designation. (hearer Bonds)
(5) Bank and Savings and 1-conPassbooks: State name of depositor, number of book, lost date appearing in
book, name of bank and branch, and bolonce.
(6) Jewelry, :Coins, Stamps, Manuscripts, etc: List and describe as fully as possible.
(7) Deeds, Mortgages, Current Insurance Policies or other evidences of.inclehiadness: List and describe as
fully as possible,
(9) All other contents.
ITEM ITEM DESCRIPTION
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I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECOR ITIS -PERSON_RECEIVING COPY Of
.CORRECT AND COMPLETE TO THE BEST Or MY KNOWLEDGE AND BELIEF.SAFE DEPOSIT BO INVENTORY:
SIGNyT I =
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NAME ANO'CNE—CK
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HON Historical Stock Quotes -Honeywell International Inc. Historical Stock Quotes - M... Page 1 of I
at Imes I c e6rement Economy/PollOcs Indust �mtc S�99JN or Keys8g9$4io 6EGRItM
Stocks Furors ETFS Ooliom Bones CommadNea C tm!no a, Fuunes Hee a FeMSlI er races Ir Started Pmrrlum rl w eters Hulbertlnhmdive
--------------L-etcst-News— ---B—wewX Wor king-Retiremcrt----------�-1-
9:46a Treasurys asp before 1-nnmh,3-year auctions
9ASe,J.C.Penney up 4%on impm drag sales signs ANDREA COOMBES
9:449 U.S.dollar edges higher against yen Forget the job ads
October 8.2013 PAS AM EDT 9:41a V.S.Stocks edge krwer as shutdown drops an rY° Retirement:if you're job hunting.take these steps
New York Lebow Tokyo DOW -13.55 NASDAQ -0.48 S&P 500 -0.17 �' to get 1.'through the bad door Instead.
•Food franchisees face low pay,long home
Open Op Ckroed 14,922.69 -0.09% 3.769.90 -0.01% 1.675.95 -0.Of% '
f_T—_.� ® EXPAND
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EXPAND EXPAND E%PAND EXPAND IEXPAND
Honeywell International Inc. °"�b___ �°° q Emp6ymbaaaKeyuds co
NYSE:HON �— _ AM lownaeLa 7rWeM E'TRaDE
OVERVIEW PROFILE NEWS CHARTS FINANCIALS HISTORII CAL QUOTES 1 ANALYST ESTIMATES OPTIONS SEC FILINGS HULBERT INSIDERS
N4Mel open�teN nor.quptea Ca a.mt3a41 a.m Previous dose Day lmv Dayhigh 52weeklow 52 week high
$82.5 -0AO-0.48% l� 82.94 $82.38 (8283 $0.00 $87.65
Volume 55,439 ` 10.03.0.04%
109 110 12P It .2p 00
Enter Date 01114/2013 ISeI�.
Historical quote for: HON
Monday,January 14.2013 ..._.Y_------ ---.--._—ys
Closing price: 566.76
Open: _- - - 566Ag --------- _____________________ ._.
High:
Low . ... .. $66.12
Volue: ... ... .. 1blM —�----"—as
m
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METRO
BANK Harr burg, PA 17111 m$ym tr bank.com
3/8/13
Griffie &Associates, P.C.
200 North Hanover St.
Carlisle, PA 17013
RE: Estate of: Elder R. Bower
Tax Identification Number: 182-12-8445
Date of Death: January 14, 2013
To Whom It May Concern:
This letter is in reference to decedent account information you requested for the
individual listed above.
We are able to provide the following:
Account Type: CK
Account Number: 537774168
Date Opened: 05/12/2008
Primary Owner: Elder R. Bower
Date of Death Balance: $ 58.85
Please feel free to contact me at (717) 412-6127 if I may be of further assistance.
Sincerely,
Jennifer Jacobs
Research Associate
Metro Bank
ROWE'S AUCTION SERVICE (RH 79L)
2505 Ritner Highway • Carlisle,PA 17015
Bill Rowe (AU 1538L) 249-1978 215-1044 574-1008 Dave Rowe (AU 2295L)
Auction Z`Is Action Call "Rowe" For Satisfaction
SELLERS NAME %T'7 K7 - `� C-1 BLS DATE 3
ADDRESS et 2lrf;t el a v- PHONE 2 - Z Y-`Z7V
OTHER AUCTIONEER %
AUCTION DATE/LOCATION CLERK %
// DESCRIPTION OF MERCHANDISE
/6 / 7`/� / / Ssw/m//e `✓' a cca�
q,ct-e o. BOO/J /�Gl yLr �/ rJlt a J 7'c 5 GC 4 iK, b Lam/
,.f cs J , °
I Commissio a Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise
to be sold a i & uped as necessary to obtain bids. I certify that I am the owner or authorized represen-
tative of t er andise,goods d or pro nd have good title and the right to sell and that they are free
from all ' m ances. I agr sponsibility for providing merchantable title and for delivery of
title tot p haler. I a e old ass the Auctioneers against y s of the nature referred to in
thia a t.
A ION L S SIGNATURE
Total Sales (Clerking Tickets Attached) $
Less Sale Expense:
3'S
% Commission Auctioneer $ 7+
` %Commission Clerks $
OTHER: L{N c.L� 3
TOTAL SALE EXPENSE DEDUCTED $
SELLERS NET $ C (o
f ROWE'S AUCTION SERVICE (RH 79L)
2505 Ritner Highway • Carlisle,PA 17015 Dave Rowe (AU 2295L)
Bill Rowe (AU 1538L) 249-1978 215-1044 574-1008
Auction Is Action Call "Rowe" For Satisfaction
SELLERS NAME V-S79 F 0--r- OG t APg R- RD""4)ATE ALIe, la L013
ADDRESS 5=-e lea mL gns .4 kq&aLspHONE �L4 9`1-_1 te
�;•,
C -1 1 3 — S
OTHER AUCTIONEER %3S"
AUCTION DATE/LOCATION CLERK %
DESCRIPTION OF MERCHANDISE
oZm m o NnX ti G�e w�1 5 4b nJ
5f�..._..-•! uc sJ (�zq_4 t.,.� 3 t5
i--�S� /L-'Z-TA-e_�A � t+'4�T.9�c../� — � . ..��r 4, _ (_���Fcrzw lAO'�/• (,"ClTA"S ;
�i}f
s•
A-fPJ',n�-c�r3•L r•-m rL 5-rX.-A-LZ -tr Pi✓L a,t c__. -7 $3 s Ur t�.s,_ n.-.• q�.y.
I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchgndise
to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen-
tative of the merchandise,goods and or property and have good title and the right to sell and that they are free
from all incumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of
title to the pur ser. I agree to hold harmless the Auctioneers again ny aims of the nature referred to in
this agreement.
AUCTION SIGNATURE c SELLERS SIGNATURE
Total Sales (Clerking Tickets Attached) $ S
Less Sale Expense:
•Commission Auctioneer $ r� l �
• Commission Clerks $
OTHER:
l OTAL SALE EXPENSE DEDUCTED $
SELLERS NET $
EFTM West View Savings Bank
West View Office • 456 Perry Highway, Pittsburgh, Pennsylvania 15229-1890 (412) 931-2171
Marchl3, 2013
Bradley L Griffie, Esquire
Griffie & Associates
200 N Hanover St
Carlisle PA. 17013
RE: Estate of Elder R Bower
Dear Mr. Griffie,
The following is date of death information that you have requested regarding the
following accounts held at West View Savings Bank.
Account number Type Date of Death Balances
123102907 Regular Checking $ 1837.80
600000150 Safe Deposit Box Bellevue Office
The checking account is held jointly with Bradley E Bower. His name was added to the
account June 2005. The safe deposit box is held jointly with Sandra F Bower. No interest
was posted to the checking account in the month of January 2011.
_Regarding withdrawals in°excess of$3000.00 only one transaction qualifies, a check
number 9844 clearing the account on 11/29/2012 in the amount of$3570.20. I have
enclosed a copy of this statement for your records.
If you have any questions or if I may be of any further assistance to you, please contact
me at the West View Office at 412-931-2171.
Thank y`ou,
RUthAim Patch
Supervisor
West View Office
Community Offices • McCandless — 9001 Perry Highway, Pittsburgh, PA 15237-5387 • (412) 364-1911
Cranberry — 20531 Perry Highway,Cranberry Township, PA 16066-7508 • (724) 776-3480
Bellevue — 572 Lincoln Avenue, Pittsburgh, PA 15202-3530 • (412) 761-5595
Franklin Park — 2566 Brandt School Road,Wexford,PA 15090-7930 + (724) 935-7100
Loan Division (7241 935-7400