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Home My WebLink About02-0847 IN THE REGISTER OF WILLS OFFICE CUMBERLAND COUNTY, PENNSYLVANIA PETITION FOR GRANT OF LETTERS Estate of Eleanor L. Bowman NO.;V-<>~ -9f7 also known as _u_' Deceased Social Security No. 193364972 Alan F. Bowman and James L. Bowman --------- --..--..---------- Petitioner(s), who is/are 18 years of age or older. apply)ies) for: (COMPLETE "A" OR "B" BELOW:) GJ A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut ors Decedent, dated 7/13/95 and codicil(s) dated N/A named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: o B. Grant of Letters of Administration (c.I.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland residence at 4833 East Trindle Road, Mechanicsbur , PA 17055 (list street, number and municipality Decedent, then 92 years of age, died September 12 , ~ , at Kinkora Pythian Home (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA All personal property......................................... $ (if not domiciled in PA Personal property in Pennsylvania .................... $ (if not domiciled in PA Personal property in County.............................. $ Value of real estate in Pennsylvania ........................................................................................ $ Total ..................................................................................................................... $ 275,000.00 275,000.00 Real Estate situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence Alan F. Bowman 143 Hiddenwood Drive, Harrisbur , PA 17110 James L. Bowman 846 W nnewood Road, Cam Hill, PA 17011 / 7-S'Q_ (7 Oath of Personal Representative Commonwealth of Pennsylvania County of CUMBERLAND The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal1"epresent~ve(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. . . Sworn to and affirmed and subscribed _~l].... ~ Alan F. Bowman before me this 19 th day of ~ tCJ... sep~b~~." 2 /~1.N~ ~ma~A5.... - jC/~/r/..~.;ctr-~ ~~ Donna M. Otto, 1st Deputy ~. ___ __ _ .. , _...~ DECREE OF REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Eleanor L. Bowman Deceased No. 21-2002-847 also known as Social Security No: 193364972 Date of Death: 9/12/02 AND NOW, September 19th.. 2002 reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary 0 of Administration , in consideration of the Petition on the ((c,t.a.. d,b,n.c,t.; pendente lite: durante absentia; durante minoriate) are hereby granted to Alan F. Bowman and James L. Bowman in the above estate and that the instrument( s), if any, dated July 13, 1995 described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters ...,.,...._......................... $ 270.00 /~ Renunciation .......................... $ $ $ $ $ $ $ $ 30.00 Register of Wills Donna M. Otto, t DEputy -- Short Certificates(s) ............... Extra Pages (3 ) ....'.......... 9.00 I,T.R........,.............................. JCP Fee ................................. Signature 5.00 Attorney: Steve C. Wilds, Es uirelWlX, WENGER & WEIDNER I.D. No: 41692 Address: 508 North Second Street/P.O. Box 845 Inventory................................ Other ...................................... TOTAL .............................$ 314.00 Harrisburg Telephone: (717) 234-4182 PA 17108 DATE FILED: September 19th. 2002 Mailed to Executor on 9/19/2002 H 105.805 REV 9/86 This is to certify that the information here given is correctly copied fran: an original certificate of death dul~ filed with Local Reg;istrar. The original certificate will be forwarded to the State Vital Records Office for permanent fiijng. WARNING: It is illegal to duplicate this copy by photostat or photograph. me as No. f~Ri~~ Fee for this certificate, $2.00 p 8606483 Jt~JLfULJ I~ ~o~J- Date H10S.143 Rev. 2187 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH TYPElPRJNT IN PERMANENT BLACK INK 92 UHDER1 YEAR -.. ""'" SEX STArE FIlE NUUBER SOCIAL seCURITY NUMBER - 36 12, 2002 NAME OF DECEDENT (first. Midc;Ie. lasl) ,. AGEllasl_) Yra. =",)0 COUNTYOFDERH lb. PERRY Ie. PENN 'IWP . llb. Old - ...... Cumberland - "..0 :::...""::.".=.. IIOTHER.S......E(F...._.......,s.........) Lydia Bell Williams 11. IN846s~~o:;:rRcr.c~zHnl PA. 17011 PlACE OF DlSPOSmON - ...".ofCemlltfy. Crematofy ..""'"''''- 21c. East Harrisburg Cremato NAME ANDADDRESS OF FACn..1TY . REESE m 911 N. 2nd St. lICENSE NUMSEA MARITAL STATUS . Married ---. -- ". Widowed 1.. Hampden SURVlvtNQ SPOUSe (It wife. give maid&n name) CECEOEr.iT'S USUAl OCCUFAT;QH (~f~~~~Ur::~~ ".. HOMEMAKER "0. DOMEsrrc DECEDENT'S MAIlING ADOAESS (&reel. CityflOwn, Scale. lip Code) DECEDENT'S 4833 E. Trindle Rd. ~~NCC Mechanicsbg. PA. 17055 ~oo::'=" ,.. FATHER'S NAME (First. Midde, last) William Henry Lehman ;oNQ OF BUSlNES5iINOUSTR'y' 17.. State .... cilylboro II. INFORMANT'S NAME (TypelPrint) James L. Bowman w 8 ~ co o :i "' z Removal from Slat.D H. ._- I lnIental bItMen : GnlMC and dMIh I I Olher I6gnificant conditiona conttibuting to dN&h, bull not ~ In the undlWtyingCMIM given In PNtf I. ;t::;J:;t::j:: ;'4-; nMe OF INJURY INJURY IiI WORK? DESCRIBE HOW INJURY OCCURRED. ........... 0 Pending Investigation 0 Could not be det.,.mined 0 _ 0 NoD 2". 2.. CERTIFIER (Chectl. only one) .CERTtFYaHG PHYSICIAN (Phyacian certifying cause of death when anoU1er physician has pronounced death and completed Item 23) Tothe~otmyknowtedge.deethaccurlJld...ao...~.)anctm.n......""'"""\""""""""",,,"""""""""""" . 'PRONOUHCING AND CERTaFYlNG PHYSICIAN (Physician bottl prOllOUllClllg death and certlfying 10 cause of dealh) To the but of mv knowledge, .... occut'Nd.t the...., dele,.nd ptace, and due ao... cauH(s} and manner.a alal.d.. . . . . . . . . . . . .. . . . . . .. . . . . 'MEDlCAL EllAIIINERlCORONER On the ba. of examlnlltlon and/or Invntlgatlon. &n my opInkJn, death occuned et the time, dete, end piece, and due to the cau..(e) and manner ......ted........................... -................... .... -............................................. 31s. REG,IST I,JI I ~JI I bL1 ... Se SAlDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill, PA 21-2002-847 LAST WILL AND TESTAMENT OF ELEANOR L. BOWMAN I, ELEANOR L. BOWMAN of the Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testa- ment, hereby revoking any will previously made by me. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II - I bequeath certain items of my tangible personal property, not including cash and securities, in accordance with a written list made by me during my lifetime. In the absence of such a list or designation on said list, I bequeath my tangible personal property to my children as they may agree, or in the absence of any agreement, as my executors may think appropriate. My executors may make any arrangements they deem appropriate for storing and delivering articles of personal or household use to the beneficiaries and may pay the cost thereof and any related expenses, including insurance, from my residuary estate. III - I direct that my son, Alan F. Bowman, shall have the option to purchase my dwelling house at 85% of its appraised value, providing he is occupying the house at the time of my E.L.a. Page 1 SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill, PA death. If he elects to purchase the house, he shall complete the purchase within six months of the date of my death. Should he elect not to purchase the house, he may continue to occupy it for a period of six months from the time of my death, at which time my executors shall cause the house to be sold at public or private sale and shall add the proceeds to the residue of my estate. IV - I bequeath the sum of $5,000 to First United Presbyterian Church, Newville, Pennsylvania, in memory of my ancestors, the Browns, Scoullers, Williams and Lehmans, who were helpful in the founding and growth of said church. V - I direct that the residue of my estate be divided into six equal shares and be distributed as follows: A. One share shall be paid unto my son, Robert K. Bowman, or his issue per stirpes. B. One share shall be paid to my son, William S. Bowman, or his issue per stirpes. C. One share shall be paid to my son, Alan F. Bowman, or his issue per stirpes. D. One share shall be paid to my son, Luther K. Bowman II, or his issue per stirpes. E. One share shall be paid to my son, James L. Bowman, or his issue per stirpes. Should any of my said sons elect to disclaim his interest in my estate, it shall be paid to his issue who survive t: I L .G. Page 2 SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill, PA him or, if he has no issue to survive him, to his spouse. Should any of my sons die without issue surviving him, his share shall be paid to his spouse. Should any of my sons die without a spouse or issue surviving him, his share shall be divided among my remaining sons or their issue per stirpes. F. The sixth share shall be divided among my grandchildren who are living at the time of my death. Should any of my said grandchildren be minors at the time of distribution, their share may be held by their parents as guardians of their respective shares during their minority. VI - I appoint my sons, Alan F. Bowman and James L. Bowman, Co-executors of this, my Last Will and Testament. Neither of my personal representatives shall be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, this, the / 3 ~. day of , 1995. hand and seal on ~ t. 8ClArfYlll/v\. ( SEAL) Eleanor L. Bowman Signed, sealed, published and declared by ELEANOR L. BOWMAN, Testatrix therein named, on this and two (2) other sheets of paper as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. (I~I 8p/~ /1.1 ~f iJ H. (Addr~ III Address Page 3 SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill, PA COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) WE, the undersigned, the testatrix and the witnesses, respectively, whose names are signed to the foregoing instru- ment, being first duly sworn, do hereby declare to the under- signed authority that the testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix signed the will as witnesses and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. ~ 1:. ~~ Testatrix Subscribed, sworn to and a testatrix, and ~~scribed and swor nesses, this I':;; day of before me by the me by both wit- , 1995. 'ilk,LJ J.c(~d, .- 10tary Public NOTARIAL SEAL THELMA S. McCAUSLIN, Notary Public Camp Hill, Cumberland County My Commissioi' Expires July 3, 1996 ~ IN THE REGISTER OF WILLS OFFICE FOR CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF ELEANOR L. BOWMAN ESTATE NO. 2002-00847 DATE OF DEATH: 9/12/2002 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) TO THE REGISTER OF WILLS OF CUMBERLAND COUNTY: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on October 28,2002: First United Presbyterian Church 111 Big Spring Avenue Newville, PA 17241 J. Daniel Bowman, Minor Child c/o James L. Bowman, Natural Guardian 846 Wynnewood Road Camp Hill, PA 17011 Alan F. Bowman 143 Hiddenwood Drive Harrisburg, PA 17110 Andrew D. Bowman 212 Para Avenue Hershey, PA 17033 James L. Bowman 846 Wynnewood Road Camp Hill, PA 17011 Eleanor N. Bowman, Minor Child c/o James L. Bowman, Natural Guardian 846 Wynnewood Road Camp Hill, PA 17011 Mark W. Bowman 143 Loomis Drive, Apt. 2 West Hartford, CT 06107 Robert K. Bowman 436 Ringneck Lane Lancaster, PA 17601 Luther K. Bowman, II 1627 State Road Duncannon, PA 17020 Susan E. Bowman 92 Brayton Road Brighton, MA 02135 William S. Bowman 92 Cambridge Drive Hershey, PA 17033 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None Respectfully submitted, By: J es L. Bowman, Co-Executor 846 Wynnewood Road Camp Hill, PA 17011 (717) 233-5167 Dated: October j.~ ,2002 L- WIX, WENGER & WEIDNER RICHARD H. WIX THOMAS L. WENGER DEAN A WEIDNER STEVEN C. WILDS THERESA L. SHADE WIX . DAVID R GETZ STEPHEN J. DZURANIN STEVEN R WILLIAMS SEAN P DELANEY TRACY L. UPDIKE JEFFREY C CLARK A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 508 NORTH SECOND STREET POST OFFICE BOX 845 HARRISBURG. PENNSYLVANIA 17108-0845 4705 DUKE STREET HARRISBURG, PA 17109-3099 (717) 652-8455 TELECOPIER (717) 652-6290 PLEASE REPLY TO DUKE STREET OFFICE ( ) (717) 234-4182 TELECOPIER (717) 234-4224 www.wwwpalaw.com . Also Member Massachusetts B<:ir December 6, 2002 .' Mary C. Lewis, Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Eleanor L. Bowman - File No. 2002-00847 Dear Ms. Lewis: We enclose the following documents for filing on behalf of the above-captioned estate: 1. The original and one copy of the Estate Inventory; 2. Our check in the amount of $16.00, made payable to the "Register of Wills," representing your filing fee for the Inventory; and 3. Our client's check in the amount of $11,300.00, made payable to "Register of Wills, Agent," representing prepayment of the estimated inheritance taxes due on behalf of the estate. Please process these documents at your earliest convenience and return a time- stamped copy of the Inventory to our office. A self-addressed, stamped envelope is enclosed for your convenience. Thank you for your assistance in this matter. If you have any questions regarding the above, please call me. Sincerely, WIX'l:.. ' GER & WEIDN:R By: '2// A1t I / j;,. D Ise~i. ~lii~~ Paralegal /dbw Enclosure cc: Mr. James L. Bowman Mr. Alan F. Bowman Steven C. Wilds, Esquire ~ .,..--- ~ \ <P "~ ~ ~ trl ~~~;''t. ~%,~~ ~ .~ Q.. ~ ~ ~ 7.~~~ ~ ~'tA~~ A ?~Or~ ;~'a~~ ~ <P~ rl ,-': ;.;. ~ ~ ~ b r '; INVENTORY Estate of ELEANOR L. BOWMAN No. 2002 00847 , Deceased Date of Death 9/12/02 Social Security No. 193-36-4972 also known as JAMES L. BOWMAN AND ALAN F. BOWMAN, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: STEVEN C. WILDS, ESQUIRE ID.No.: 41692 Address: WIX, WENGER & WEIDNER, P.O. BOX 845, ALAN Dated HARRISBURG PA 17108 Telephone: (717) 234-4182 Description ALLFIRST BANK CHECKING ACCOUNT 168-7936-8 Value 115.96 MERRILL LYNCH ACCOUNT 872-15025 (SEE ATTACHED) 120,351.00 VANGUARD GROUP FUNDS (SEE ATTACHED) 134,795.11 MORTGAGE NOTE RECEIVABLE - ALAN F. BOWMAN 30,000.00 ACCOUNTS RECEIVABLE - REFUNDS COUNTRY MEADOWS ($157.31) KINKORA PYTHIAN ($2,410.51) BLUE CROSS/BLUE SHIELD ($222.00) INTEREST RECEIVABLE - A.F. BOWMAN MORTGAGE ($40 .00) 3,195.82 Total 288,457.89 (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 Estate of Eleanor L. Bowman Schedule of Vanguard Group Investments Ac/#9841332556 Value at Date of Death (9/12/02) 1) GNMA Fund (3,689.418 sh. @ $10.73/sh.) $39,587.46 2) High-Yield Corporate Fund (7,044.118 sh. @ $5.81/sh) 40,926.32 3) Long-term Treasury Fund (1,078.203 sh.@ $11.79/sh.) 12,712.01 4) Short-term Federal Fund (3,856.152 sh. @ $10.78/sh.) 41,569.32 Total $134,795.11 Private Client Group ~ Merrill Lynch 214 Senate Avenue Post Office Box 0810 Camp Hill, Pennsylvania 17001-0810 717 975 4600 Office 800 937 0735 Toll Free FAX 717 9754663 October 3, 2002 Mr. James L. Bowman 846 Wynnewood Road Camp Hill PA 17011 RE: Merrill Lynch Account 1872-15025 Name of Eleanor L. Bowman Date of Death 09/12/2002 Dear Jim: With reference to your recent request, I am lising below date of death values for the above captioned account: 30,000 First USA Bank CD 102.5625 $30,768 7.00% due 04/14/2003 5,000 Federal National Mortgage 100.6880 $ 5,034 5.25% due 06/24/2010 20,000 National City Bank CD 107.0668 $21,413 7.77% due 11/30/2004 950 Brandywine Realty Tr SBI 22.0700 $20,966 714 Tri-Continental Corp 14.3800 $10,267 1,412 Salomon Brothers Inc 9.3000 $13,131 .3280 Salomon Brothers Inc. 9.3000 $ 3 300 Public Service Enterprise 32.3000 $ 9,690 9,076 ML Banking Advantage 1.0000 $ 9,076 $120,351 Rob rt F. Brenner, CFP Vice President and Senior Financial Advisor RFB: emm cc Alan Bowman The information set forlh herein was obtaiJwd frolll sources which we believe reliable. but we do not ftuarantee its :teet/rat:y. Neither the information, Hor any opinion expressed. constitutes a solicitation by us ot the pUfC"hasf' or sale of any securities or commodities_ Printed in US:\ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WILDS STEVEN C ESQUIRE WIX WENGER & WEIDNER 508 N SECOND ST POBOX 845 HARRISBURG, PA 17108-0845 -------- fold ESTATE INFORMATION: SSN: 193-36-4972 FILE NUMBER: 2102-0847 DECEDENT NAME: BOWMAN ELEANOR L DA TE OF PAYMENT: 12/09/2002 POSTMARK DATE: 12/06/2002 COUNTY: CUMBERLAND DATE OF DEATH: 09/12/2002 NO. CD 001926 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $11,300.00 I I I I I I I I TOTAL AMOUNT PAID: $11,300.00 REMARKS: JAMES L BOWMAN C/O STEVEN C WILDS ESQUIRE CHECK#1003 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WILLS WIX, WENGER & WEIDNER RICHARD H. WIX THOMAS l WENGER DEAN A. WEIDNER STEVEN C WILDS THERESA l SHADE WIX . DAVID R. GETZ STEPHEN J. DZURANIN STEVEN R. WILLIAMS TRACY l UPDIKE JEFFREY C. CLARK A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 508 NORTH SECOND STREET POST OFFICE BOX 845 HARRISBURG, PENNSYLVANIA 17108-0845 4705 DUKE STREET HARRISBURG, PA 17109-3099 (717) 652-8455 TELECOPIER (717) 652-6290 PLEASE REPLY TO DUKE STREET OFFICE ( ) . Also Member Massachusetts Bar (717) 234-4182 TELECOPIER (717) 234-4224 www.wwwpalaw.com May 9, 2003 Donna M. Otto, Acting Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Eleanor L. Bowman, Deceased File No. 2002-0847 Dear Ms. Otto: We enclose the following documents for filing on behalf of the above-captioned estate: 1. The original and two copies of the Inheritance Tax Return; 2. Our client's check in the amount of $351, made payable to the "Register of Wills, Agent," representing the additional tax due; and 3. Our check in the amount of $15, made payable to the "Register of Wills," representing your filing fee. Please process these documents at your earliest convenience and return a time- stamped copy of the tax return to our office. A self-addressed, stamped envelope is enclosed for your convenience. Thank you for your assistance in this matter. If you have any questions regarding the above, please call me. Sincerely, ..- ':':' WIX, 1JEN,GER & WEIDNER By: tJf/!t0~ Denise B. Williamson Paralegal 0.... N - ". ....... ,;.) ~.:~ /db~ .~.' x: ....... 1[; EnC{1PiUre .;. .0 cc:& rXMr. Jines .~ ~wman Steven C. \Me;, Esquire WIX, WENGER & WEIDNER A TIORNEYS AT LAW 508 NORTH SECOND STREET POST OFFICE BOX 845 HARRISBURG, PENNSYLVANIA 17108-0845 TO: Donna M. Otto, Acting Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BOWMAN JAMES L 846 WYNNEWOOD ROAD CAMP HILL, PA 17011 -...----~- fold ESTATE INFORMATION: SSN: 193-36-4972 FILE NUMBER: 2102-0847 DECEDENT NAME: BOWMAN ELEANOR L DATE OF PAYMENT: 05/12/2003 POSTMARK DATE: 05/09/2003 COUNTY: CUMBERLAND DATE OF DEATH: 09/12/2002 NO. CD 002556 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $351.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK#106 SEAL INITIALS: DO RECEIVED BY: REGISTER OF WILLS $351.00 DONNA M. OTTO DEPUTY REGISTER OF WILLS RE'I.',<"'jEX IEi..1Ci 1'1- ?q-I? REV-1500 Of/A. f --- *" COMMONWEALTH OF . ' " PENNSYLVANIA . '.. . DEPARTMENT OF REVENUE , DEPl280601 ~, . . HARRISBURG, PA 17128.0601 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER J-I-O?. C8UWYCOOE Y~I\R ~ t.i '7 lL____ 1,:\11,1 ilE;~ I- Z LU Cl LU U LU Cl DECEDENTS NAME (LAST. FIRST. AND MIDDLE INITIAL) ,60\,V''''~'''- / t=-le4~q,- t-. . DATE OF JEATH (MM.DD.YEAR) DATE OF BIRTH (MM.DD.YEAR) V, 7-./0 1- ... /II C? /0'7 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ILAST FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER SOCIAL SECURITY NUMBER JrJ -J(, '('1')>- THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS w ~ ~Stl) UO:~ w"u ,,00 uo:~ ..~ .. < ~1.0riginaIReturn o 4. Limited Eslate ~ 6. Decedent Died Testate (Allach copy of\Mlil o 9. Litigation Proceeds Received o 3. Remainder Return ':dati; ,j( c~;.!I' pn~! 10 '2 ,'H2) o 5. Federal Estate T<lx Return ReqUired 8. Total Number of Safe Deposit Bexes o 11.ElectiontotaxunderS[':c.9113(i\)i,\Il~ChSChO) o 2. Supplemental Return o 4a.Future Interest CcmpromiseId8Ieofdeathafler1Z.1Z.S21 o 7. OecedenlMaintained a Living Trust iAllachcopyofTrusl) D 10.SpousaIPovertyCreditid8Ieofdealhbelwe@n'2.31.91and1.1-95i ~ z w o z o .. ~ W 0: 0: o U Tl-Il$:se<:T!()filFMIlI$T:llel:PMl>~E'l'ep":1\l!.~:<:(jRRespPN[jENce:At'!~:c()NFIP1;fil'l'IAli.1'....X lN~()RMATION SH()U~D: BE DIRECTED TO: NAME..,- /1 COMPLETE MAILING ADDRESS J 4....~s t.., NOVJ",q", -p;xe,-,,-ID~ ,., / /1 FIRMNAMEIIJAPDlicablel ..J llt.(,.". ~S lr\. A.;)o...v-~Q.."" '7'((, W>'~' (<vOoJ- /:J, Ctt It: II ~A, TELEPHONE NUMBER ? )...33 -Db I? ()II Real Estate (ScheduleA:1 2 Slocks and Bonds (Schedule B) (1) ~}C " SS; /7'(,. 1/ :0 (2) - I ~<l;' 8 !! ~,. CD ('1 (3) Cl" (] If J3. ).D~ 'ft' ~'\ :3: C' (4) f3~: = -< (5) /f(:% ,".", ~ N 16) , -0 'l"I, ::i;,> ~ 17) N (8) J... ~ 7'(; ? 5''- , (9) 10, 9/rH (10) 'iO.3'T 3 Closely Held Corporation, Pannership or Sole-Proprietorship 4 Mortgages & Notes Receivable (Schedule D} z o r; ... ...J ::;) l- e:: <l: U LU 0:: 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) Jointly Ownec Property (Scredule F) o Separate Billing ReQuesled Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G orL] 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11 Total Deductions (total lines 9 & 10) 12. Nel Value of Estate (Line 8 minus line 11) ("'1) II, 33~,:!>O I (12; '1 ?) , / .3 I. J..'-- (13) (; OOO,()O (14) ), '7 ~ I J I , .t;!., '.0 (15) 13 Charitable and Governmental BequestsiSec 9113 Trusts for which an electicn to tax has not been made (Schedule J} 14 Net Value Subject 10 Tax (line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ I-' ::;) 0. :E o u X ~ 15 Amount of Line 14 taxable at the spousal tax rate.ortransiersunderSsc-9116(a)(1.2) 16 Amount of Line 14l:;a&.;~~)eal rate :2.7;2. I'> I, t,"'- , 0 ~ f" (16) , '7 AmounlofLine 14 taxable at sibling rate x.i2 (17) 18 Amount of Line 14 taxable at collaterat rate x .15 (18), 19 Tax Due (19) / 7-, _'l,,_(L~_ /').. "'1(, 200 CHECK HERE IF YOU ARE REOUESTING A REFUND OF AN OVERPAYMENT .>.> BE 'SURE TO A~SWER'AL~ QUESTIONS'ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET ADDRESS C/O k,,,},o/(1. ~S-_ Cove.. lJl,(""(...l'('fHO.... Ifr,,,,~ I., #,~ '< ~ Qr;,.J-. I STATE Ill- CITY Tax Payments and Credits: I Tax Due (Page 1 line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C, Discount (1) / /,300 n5'" Tolal Credits ( A + 8 + C ) (2) 3 lnterestJPena\\y if applicable D.lnteresl E. Penalty TotallnteresUPenaity ( D + E ) (3) 4. If Line 2 is greater than line 1 + Line 3. enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) I ZiP I 'loA 0 Il_ J.'f~ JJ, 'Z'? S- 5. If Line 1 + Line 3 is greater than line 2, enter the difference. This is the TAX DUE. 3s-J A Enter the interest on the tax due (5) (SA) (58) 8. Enler Ihe lolal 01 line 5 + SA This is the BALANCE DUE. In Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: a retain the use or income of the property transferred: ,. b, retain the right to designate who shall use the property transferred or its income:.. c. retain a reversionary interest: or.. d receive the promise for life of either payments, benefits or care? .. If death occurred after December 12, 1982, dld decedent trat'lsfer pmpeliy within one year of dea1h without receiving adequate consideration? .. 3 Oid decedent own an "in trust for" or payable upon deatn banK account or security at his or her death?.. 4, Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . Yes ....0 o o o ........0 .....0 o IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. No I ~ ~ Jiif 2 Under penalties of perjul)'. I declare that I have examined this return. including accompanying schedules and slatements, and to the besl of my knowledge and beiief. illS true, correct and complete Declaration of pre rer other than the personal representative is based on all information of which pleparer hal) aoy ~oow\e(j~. PERSON RESfOJ;j.SIBLE FO)l FILING ~RN :7-- /-.5- - 0l<.e.....~ / ADDRESS yy, t.u .....v.AG..{,. ,J(J,; Ca-::! 1;,( /# 170I( SIGNATURE OF Pf(EPARER 0l11ER THAN REPRESENTATIVE ADDRESS DATE 5/~/o3 DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse" IS 3'Y;1 [72 PS !9116 (a) (1.1) (I)J. For dates of death on or after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)] The statute does 1'10\ exemn\ a transfer \0 a surviving spouse from tax, and the statu lory requirements for disciosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dales of dealn on or after July 1, 2000: TIle tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to ell' for the use of a natul"81 Darent 2'1 2ldoptive parent. or a stepparent of the child is 0% [72 P.S. s91i6(a)\1.2)]. The tax rate imposed on the net value of transfers 10 or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~91161.~.2) (72 P.S, 99116(a)(I)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(8)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 adoptlOr\. REV.1503 EX+ 16.9a. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Er('~'10,r- L. ~ ()<.v ",-q "- ,",COl- 007'f? All property jointly-owned with right of survivorship must be dIsclosed on Schedule F. ITEM NUMBER ,. DESCRIPTION VALUE AT DATE OF DEATH II M-; (/ L'j"<-"'- (S~e. If-c...r-o",-",-I- l?)... - 'SO:;',-- 17...0, 3l/. t)O },. V~"r u,"'d b..-o'f A+f.~""J) {:..",dJ (S.~ If~-I. e..t) I J'-( 'If>' II TOTAL (Also enter on line 2. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) ,ur I'( r., , /1 REV-150? EX+ (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF FILE NUMBER EI e~'tOr 1-. ;dOW"'t-Il"-- J.,a::>,- All property jolntlv-owned wIth rIght of survIvorship must be disclosed 01'0 Schedule F ITEM NUMBER DESCRIPTION I, /VI. O"~")~ ;1f:, t. ,f ~'- e,v..' 1<.-- - Iff~,,- r--: 13.,v../""~",- '-.. ~-k.-,,~ A. ",-e,,,,,I../~ - JJ/~... F. 6""-,...~,, 0-IJ) ). k,,^ KO/tA- IT +~,.~ I(Q?'"o- '-t. c...o,,~ f"7 ;l1. ~" d._v./~ A-; lO.....,-"'/<J - /? e {v.... d.- r. tJ (" e-- S ~;e!J. - tZe4.J- Oog'r'r VALUE AT DATE OF DEATH 3Q OaO. 00 tr Ore. 00 t.. 'rIO, SI In ~I ~ ~ I. 0~ TOTAL (Also enler on line 4, Recapitulation) $ {If more space is needed, insert additional sheets of the same s'lze) :;.3, :"'Os-. itS- REV-ISO. EX+ (6-98) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF E f "'t'<90- t.... ,d 0 1N'''''-4", FILE NUMBER :J..,OO~ 00';-'(/ Include the proceeds of litigation and the dale the proceeds were received by the estate, All property Jointly-owned with right of survivorshIp must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ( . Iff I.{,.d- ,0.,. Ir ~~vf-.~ 4/(, 16 y. '93" -7 11r. f~ TOTAL (Also enter on line 5, Recapitulation) $ Ilr: PI:> (If more space is needed, insert additional sheets of the same size) REV.1511 EX+ (12.991* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF (TEM NUMBER A. B. ,. el ".~or FILE NUMBER )..'*''- C '<>0"-"""'" "'- Debts of decedent must be reported on Schedule I. DESCRIPTION FUNERAL EXPENSES: T"''<'~7 (,.,,-ft..'At~ Ct,u"O"'- a...L (;,1..,); ~ ee), k. ,~I Ho... A--- f!ro>I<-1- IA il C-~...d"'-)f Ii.? C:.ru...; Ie <v'~rI<J Aa.......tl,' .,ti,.... {' "./1/';'.--- fr/.... F. S."''''"''- f.,.."",1 I.'~'/lh.;, Ae,':"bu.",..,,L ADMINISTRATIVE COSTS: Personal Representative's Commissions .:r \6'\.0. ~J ~/.~ L, .(3P\,.A..o',M.oC;-- F. .6 0............ <<0"-- 'f).- '("'11 Social Security Number(s)fEIN Number of Personal Representative(s) Name of Personal Represenlatil/e(s) Street Address 1'7110 City Year(s) Commission Paid: :<.oo:!' 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address Cily State_Zip Relationship of Claimant to Decedent 4. Probate Fees It.,i'tc. .( ludl) Accountant's Fees 5. 6. Tax Return Preparer's Fees 7. ()O -;'0 AMOUNT ~ g'? 'f? 2. C>O}.t2 ~:)(), O~ f~ oc! /0'-(.0<> 1. 7}', ;S' 3. 0Xl. 0'0 /,700, 00 j, (Pt}o. 00 j ILl, 00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) /0 '11'1::'12... REV.i512 EX+ (6-98) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS CCMMONlNEAlTH OF P:::NNSYlVANIA INHERITANCE TAX RETURN RESloeNT DECEDENT ESTATE OF EI eq.or {,., ,(j,OW"'-""'- Include un reimbursed medical expenses, FILE NUMBER :tCb;!.... 00 'l?Y) ITEM NUMBER DESCRIPTIDN VALUE AT DATE OF DEATH ft.."'r....e/i"..... IA.v...a '"7 ;j,'(( /J'i:>-r" ).., f={ v: Cr~d_,'~ ) I/A.() (JI. " "<',L.,<- - ;1....-'....'<~7 j("i! ~o, 00 3, '1 A. (.) 4, III-. ;Jt~, 1- /(~V("h - F;.;.<( ;'~J...I .h"....... 74; 7..( I, 00 TOTAL (Also enter on line 10, Recapitulation) $ 'if 7. )~ (If more space (s needed, i!"lsert ad<:li\icr.a\ sheets of the same size) REV-1513EX+ (9-00) '* SCHEDULE J BENEFICIARIES COMMONWE";lTH OF PeNNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF E( <!<<"'O.r (,... ,001.1/"",,,-,,,- FILE NUMBER ;t 00:>- OO<;'(? NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under See 9116 (a) (1.2)] ;lohe~f- fl. ()~.....~ '1.::11;' 1I.:~3...~A RELATIONSHIP TO DECEDENT 00 Not L.ist Truslee(s) AMOUNT OR SHARE OF ESTATE So"- /("," 7 ~o t..... t.""C.JI._ ~ J ' Wj'{(,4."'-. J. dou.-'A.._-' It I.... C(~ C-o.,,~..,dj(__' f)... F ,..>""",,,,."\. Iv:; H;,u....woo.J 0",,) ) ~~ll ;JI4-, So"'-- / 10 ~ 7 ~o If,wiJ j "'J / IA- $o~ /6,6~').a 110, ,,'::>~ /., \ k','...t..'-\. ()o....."""'"'- I b ~? S "--Ie ~ J...I 0.... c...... ,0,1 ) :ft."",) t..... ,60Lo,.;"<c'(~"",,- 'i'f' W7''''~ood A.J,I CA.,;, IW II~ :f. ()(lk~t. ( &l.a'A......... Jo,^- S..", Ifd 7 ,,, 1Yr., lVy".'''''''.'' (( J.,J Ca./, 1/,11/114- I/. ~o""""'''' G,."h~v'\..- 3.J3 ~.. ~(~a.l<IliJ'" 't~/p Wy,.(U/()od.- ,.-e.) c..y 1/,/// JJA Gr.,.U4,,;/'-k...- .3. ~.3 i:. ENTER DOLLAR AMOUNTS FOR OISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV.1500 COVER SHEET " NON.TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS !-iflf.. U.,,;{eL III I3IJ SIr;,,} !r<<"yfi..:,... c(,....v~L- I/v(...~ __) A/tv.r</;I(~ ) JIlt- s-: DOO, 0 0 TOTAL OF PART 11- ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET I ~ (.bo, ()() (If more space is needed, insert additional sheets 01 the same size) REV-1513 EX+(9-00) '*' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF ~I t4",c>r t,.. NoU/-"'4,",- NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousai distributions, and transfers under See 9116 (a) (1.2)] ,4-.. ~''''"'' /J ,oO<U<'A4"'- ;"1" ";4,.. A,,~...~ c.- J Ikv;I..'7 11"4, ItAa. -" II 1'(:' -d 0'-"'''''" rJ,,;'"'~ I w, /..pc.....;J Su. J" "'- ;:3 0"-' ....~'"'- h 13",-'( h.", ,qd , tf"f, "' 1tJ,).f- {fr."N, L ) GT, / IJrl,Jlo", M 4 ) , FILE NUMBER J 'X)}... 00 'F't/ RELATIONSHIP TO DECEOENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE / 333' "',....d-~~'^- 6,,,, J Jo",,- Gr~",dd4"fi.l._ ;, 33'. J33t ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-I 500 COVER SHEET $ (If more space is needed, insert additional sheets ol the same size) Estate of Eleanor L. Bowman Schedule of Vanguard Group Investments Ac/#9841332556 Value at Date of Death (9/12/02) 1) GNMA Fund (3,689.418 sh. @ $10.73/sh.) $39,587.46 2) High-Yield Corporate Fund (7,044.118 sh. @ $5.81/sh) 40,926.32 3) Long-term Treasury Fund (1,078.203 sh.@ $11.79/sh.) 12,712.01 4) Short-term Federal Fund (3,856.152 sh. @ $10.78/sh.) 41.569.32 Total $134.795.11 Estate of Eleanor L. Bowman Schedule of Vanguard Group Investments Ac/#9841332556 Value at Date of Death (9/12/02) 1) GNMA Fund (3,689.418 sh. @ $10.73/sh.) $39,587.46 2) High-Yield Corporate Fund (7,044.118 sh. @$5.81/sh) 40,926.32 3) Long-term Treasury Fund (1,078.203 sh.@ $11.79/sh.) 12,712.01 4) Short-term Federal Fund (3,856.152 sh. @ $1 0.78/sh.) 41.569.32 Total $134.795.11 SAIDIS, GUIDO, SHUFF & MAS LAND 2109 Market Street Camp Hill, PA """'-.-----" , LAST WILL AND TESTAMENT OF ELEANOR L. BOWMAN I, ELEANOR L. BOWMAN of the Borough of Camp Hill, cumberland County, Pennsylvania, declare this to be my Last will and Testa- ment, hereby revoking any will previously made by me. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II - I bequeath certain items of my tangible personal property, not including cash and securities, in accordance with a written list made by me during my lifetime. In the absence of such a list or designation on said list, I bequeath my tangible personal property to my children as they may agree, or in the absence of any agreement, as my executors may think appropriate. My executors may make any arrangements they deem appropriate for storing and delivering articles of personal or household use to the beneficiaries and may pay the cost thereof and any related expenses, including insurance, from my residuary estate. III - I direct that my son, Alan F. Bowman, shall have the option to purchase my dwelling house at 85% of its appraised value, providing he is occupying the house at the time of my E.L,B. Page 1 SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill, PA death. If he elects to purchase the house, he shall complete the purchase within six months of the date of my death. Should he elect not to purchase the house, he may continue to occupy it for a period of six months from the time of my death, at which time my executors shall cause the house to be sold at public or private sale and shall add the proceeds to the residue of my estate. IV - I bequeath the sum of $5,000 to First United Presbyterian Church, Newville, Pennsylvania, in memory of my ancestors, the Browns, Scoullers, Williams and Lehmans, who were helpful in the founding and growth of said church. V - I direct that the residue of my estate be divided into six equal shares and be distributed as follows: A. One share shall be paid unto my son, Robert K. Bowman, or his issue per stirpes. B. One share shall be paid to my son, William S. Bowman, or his issue per stirpes. c. One share shall be paid to my son, Alan F. Bowman, or his issue per stirpes. D. One share shall be paid to my son, Luther K. Bowman II, or his issue per stirpes. E. One share shall be paid to my son, James L. Bowman, or his issue per stirpes. Should any of my said sons elect to disclaim his interest in my estate, it shall be paid to his issue who survive t2,1,f3. Page 2 SAIDIS, GUIDO, SHUFF & MAS LAND 2109 Market Slrec:t Camp Hill. PA him or, if he has no issue to survive him, to his spouse. Should any of my sons die without issue surviving him, his share shall be paid to his spouse. Should any of my sons die without a spouse or issue surviving him, his share shall be divided among my remaining sons or their issue per stirpes. F. The sixth share shall be divided among my grandchildren who are living at the time of my death. Should any of my said grandchildren be minors at the time of distribution, their share may be held by their parents as guardians of their respective shares during their minority. VI - I appoint my sons, Alan F. Bowman and James L. Bowman, Co-executors of this, my Last will and Testament. Neither of my personal representatives shall be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, this, the /3 fj day I have ereunto set my hand and seal on of , 1995. ~ l' t1 trl.tf'""Y1/1/2/v"\. (SEAL) Eleanor L. Bowman Signed, sealed, published and declared by ELEANOR L. BOWMAN, Testatrix therein named, on this and two (2) other sheets of paper as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ;1 ( tflAAtl ghlrl /ll:1( Ii 'Address / jJlJ Address Page 3 ;AIDIS, GUIDO, SHUFF & MASLAND 2109 Mark.et Street Camp Hill. PA COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) WE, the undersigned, the testatrix and the witnesses, respectively, whose names are signed to the foregoing instru- ment, being first duly sworn, do hereby declare to the under- signed authority that the testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix signed the will as witnesses and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. C(L..-(L'-#) t. ~~ Testatrix Subscribed, sworn to and a testatrix, and ~ubscribed and swor nesses, this I~'CJ. day of before me by the me by both wit- , 1995. )/}.k,v J .c(e(J.u4-b ,,' ;iotary Public NOTARIAL SEAL THELMA S. McCAUSliN, NOlal'j Public Camp Hill. CumOerland County .,. "'---"-,' ,.. ,. - ..-- v/}- c<:"'l9 - ~J? BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-1S47 EX iFP [11-031 R'ecc'rc~-:::-',. Rqi;'-,t '03 JUN 19 P 1 :36 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-09-2003 BOWMAN 09-12-2002 21 02-0847 CUMBERLAND 101 ELEANOR L JAMES L BOWMAN 846 WYNNEWOOD ROAD CAMP HILL ~A'r ;170 11 Cumbe: Allount Rellitted '--<, --~ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REv=i5'trj-ElfAFP-Hff=oiY-NoricE--o,:-iNHEifiTANcE-YA'x-APpiAisEHiNT~--ALioWANCE-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BOWMAN ELEANOR L FILE NO. 21 02-0847 ACN 101 DATE 06-09-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. 40intly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 255,146.11 .00 33.205.45 115.96 .00 .00 (8) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax pay_nt. 288,467.52 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule 4) 14. Net Value of Estate Subject to Tax (9) (10) 10,918.92 417.38 (11) (12) (13) (14) 11.336 30 277,131.22 5,000.00 272,131. 22 I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~1gures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rat. (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: .00 272,131.22 .00 .00 X 00 = X 045 = X 12 = X 15 = (19)= .00 12,246.00 .00 .00 12,246.00 TAX CREDITS: ,~..._... "........... I (+) AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 12-06-2002 CDOO1926 594.74 11,300.00 05-09-2003 CD002556 .00 351. 00 TOTAL TAX CREDIT 12,245.74 BALANCE OF TAX DUE .26 INTEREST AND PEN. .00 TOTAL DUE .26 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 ~~K. Name of Decedent: ELEANOR L. BOWMAN Date of Death: 9/12/2002 Estate No.: 2002-0847 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes L No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: N/A 3. If the answer to NO.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A c. Did the personal representative state an account informally to the parties in interest? Yes X- No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~ff ;:J'> :--- L("\ ('J C) L..':J ,~~ ,.,.., s::> By: Steve C. Wilds, Esquire Attor ey 10 No. 41692 508 orth Second Street P. . Box 845 Harrisburg, PA 17108-0845 (717) 234-4182 Dated: August ~l ,2003 Counsel for personal representatives