HomeMy WebLinkAbout01-0209
Estate of
Register of Wills of CUmberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
~I-O 1- ;t 0 q
No.
Maraaret M. Bowen
also known as
. Deceased
Social Security No. 201-18-7732
PeDDoner1*, wno 1~8 years of age or OlOer, appry(les) tor:
(COMPLETE 'A' OR 'S' BELOW:)
il A. Probate and Grant of Letters Testamentary and aver that Petitioner>>) is~ the exeClJta.!:..-named in the last Will of
the Decedent, dated Augll!';t. 10. 1 qqq and codicil(s) dated N/A
Harold K. Bowen, first-named Executor, sianed a Renunciation on 2/9/01 in favor of
Allfirst Trust Company of Pennsylvania, N.A. (successor to Dauphin Deposit Bank &
SlaIa relevant Qrt:u~tances, ..~ renunClal1on. oealn at ueQltor, elC. Tr t C )
us ompany.
Except as follows, Decedent did not marry, was not divorced. and did not have a child bom or adopted after execution ot the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:N/A
o B. Grant of Letters of Administration
(d..b.n.c.La.; penoenle ll1e; aurante aoserl~; Qurante rnncntale
Petitioner(s) after a prope!' search hashlave ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
r
Name
Relationship
Resioence
I
(COMPLETE IN ALL CASES:) Atladl aadlDonaJ sheets It necessary.
Decedent was domiciled at death in
Cumberland
Meadows of West Shore
(list Sll'eet. numoer and munidpamYl
4
County, Pennsylvania. wi~hler '&
. .'
~
~r ;;~;,;:;i;;aJ is:;ida~::a zt Country
Decedent, then 91
years of age. died January 25
, OOQL at Holy
Spirit Ho!';pitnl, F.n!';~
(Locauon) Pennsboro Twsp.
$ 340,000.00
$
$
$
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property
(If not domiciled in PAl Personal property in Pennsylvania
(If not domiciled in PAl Persooal property in County
Value of real estate in Pennsylvania
sittJated 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 me appropriate form to me undersigned:
51
""
lvania, N.A.
Allfirst Trust Com
2 West High Street
s
Fonm #RW-1 Page 1 of 2
Prepared by the Pennsylvania Bar Association 1991
d
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) or 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 personal representative(s) of
the Decedent, Petitioner(s) will well an~trulY ad' e~the cco~:: law. "~. 0" 0
Sworn to or affirmed and subscribed ~----.Z~ ':" '
'---
before me this 21st day of
February ~x2001
. p.P1/M~
For the Regis~er
MARY C. LEWIS
I,:,
--'
No. 21-2001-209
Estate of Margaret M. Bowen
Social Security No: 201-18-7732
AND NOW, February 22nd,
Deceased
Date of Death: January 25, 2001
, ~x200 1 ,in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters IX) Testamentary 0 Of Administration
Cl.ll.n.c.t..a.; ;>enoeme lite; duram" aoo;enua; aU/am" monontale
are hereby granted to Allfirst ,prust Company of Pennsylvania. N.A. (successor to
Dauphin Deposit Bank & Trust Company)
in the above estate and that the instrument(s) dated A~ust 30. 1999
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ..................... $
101') 00
18.00
5: 00
Short Certificate(s) 6.. $
Renunciation ............ $
Affidavits ( ) ............. $
Extra Pages (3 ) ......... $
Codicil...................... $
JCP Fee ................... $
1.0. No:
31q79
9.00
Address:
130 State Street. P.O. Box 946
Harrisburq, PA 17108-0946
(717) 236-0781
5.00
Telephone:
Inventory .................. $
Other ....................... $
TOTAL............. $ 342.00
Fom1#AW-l Page 2 ot 2
Prepared by the Pennsylvania Bar Association 1991
C^LL EXECUTOR WHEN LETTERS ARE FINISHED
H 105.805 REV 9/86
This is to certifY that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. .
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
4?~ /~ ~:Z:
~ .-t...,;.i~P'
Local Registrar (/--
Fee for this certificate, $2,00
p
7175496
JAN 2 9 2001
Date
21-2001-209
>.143 A.v_ 2187
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
NAME Of DECEDENT 1~lrSl Mlddkl, Las,
.. Margaret M.
Bowen
SEX
2. female
STAlE FilE NUMBER
SOCIAL SECURITY NUMBER
3, 201 - 18
AGE (La.. 8H1hoay)
UNDER' YEAR
MonIhI Days
UNDER 1 DAY
Houra Minul..
91
Vro.
=..,10
50
COUNTY OF OEAI'H
Cumberland
Ie.
RACe - American "'n. Black, While. Me.
(SpKIy\ihi te
'0.
DECEDENT'S USUAl OCC\JPRION
(';;;:=::~"::'::;'J.:f Farmers Market
"L Florist ,,"-
IlECEDENT'S UAIUNG _sa (So.... c..,no-. Slaoo. Z4>CodeI
275 Shauffnertown Rd.
New Cumberland, Pa. 17070
...
FRttER'S NAME (Firsl. Mld<Ie. Last)
... Lloyd L .
1Nf00000000S NAME (TVP*f"..,
Harold K. Bowen
METHOO OF DISPOSITION
_ 00 C......,ion 0 __Stal.o
au- (Spec
SURVIVING SPOUse
I.... grve madlIn name>>
DECEDENT'S
ACTUAL
RESIDENCE
(SeeIOS8JUCIJOnI
on 0Ihet' SK1e)
.....
l'1b.
Cum berland
CiIy-"
Bowen
_0
'L
::ruW.m:;::E~r .
:=-~ item. 23K~ when certifytng
,,:= phpidan ill not......... aClIme o' dealh to
. .. ceRIfy cauM 01 dNm.
o 2001
LICENSE NUI.I8ER
221>.011248 L
a.
:ze.
I AppIoximaI.
. inIemII betnen
: onMt and drN<<h
I
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...!)
PART.: au-sign___nbutinglO.......but
AOI ruuIing in ttM uncIeftytng CAUM given in PNn' I.
DUE 10 (OR AS A CONSEOUENCE On
I :
DUE 10 (OR AS A CONSEOUENCE Ofl
WERE AUlOPSY fINDINGS MANNER OF DEATH
-'lA8LE PRIOR 10 ~
COMPt.ETION 01' CAUSE 0
OF OEAI'H? ...."'a1 HomiCidl
-- 0 Pending &rwesaigalion 0
.... 0 ... "..0 ... 0 Suiado 0 Coukt not t.. determined 0
DATE Of INJURY
tUonlh. Day, 'feat)
TIMe OF INJURY
INJURY 1<1 WORK? DESCRIBE HOW INJURY OCCURRED.
.... 0 ...0
211i. 2..
CEllTIFIEA (Check oniy onel
-CERTIfYING PHYSICIAN (PhYSICtar' cerWytng cauw ~ death wh8ll anolhef phYSIC... ha$ prOf"lOl.lflCed dealh ana ccmpteted lIem 231
To.... but: of My know""", death occUfNd'" to.... nUN(.) and manner .. .tatHl.. ................
29.
_.
PlACE OF lNJUAY. AI home, farm, Sir..', ladOfy. office
building. MC. CSpeclly)
_.
...
~
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II
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-PRONOUNCING AND CERTIFYING PHYSICIAN (PhVSCIilfl bel" ;.>rOfloUflClO9 oealh and Cef1llytng 10 C~ 01 de.alh\
To the bMI 01 my knowledge, death occurred..... lime. da", and place. and due to the cauMCa) and manner.. s.allld
o
I
I
"MEDICAL EXAMINER/CORONER
On the b..i. of examin..ton and/or inve.tlgation, in my opinion. death occurred a' the time. date, and place. and due to the uuse(a) and
manner.. .t.ted... . . . .. . . .. ............ . . . . ... . . . .. . . . ... .. ...... . . .. . . . . . .... .. . ......... . . . ..
31..
n-IL:;;A~. ~_
~ I /c;J.,V.( I
30.
.."...~.
LAST WILL AND TESTAMENT
OF
MARGARET M. BOWEN
I, MARGARET M. BOWEN, ofFairview Township, York County, Pennsylvania, being
of sound mind, do make, publish and declare this to be my Last Will and Testament, hereby revoking
and making void any and all former Wills made by me at any time heretofore.
ITEM I:
I direct that the expenses of my burial and all my debts be paid as soon after
my death as may be convenient to my Executor or Executrix hereinafter named.
ITEM II:
Death taxes: All federal, state and other death taxes payable on the property
forming my gross estate for those purposes, whether or not it passes under this will, shall be paid out
of the principal of my probate estate just as if they were my debts, and none of those taxes shall be
charged against any beneficiary. This provision shall not apply to any property over which I have
a general power of appointment for federal estate tax purposes.
ITEM III:
I appoint as my Executor ofthis Will my my brother, HAROLD K. BOWEN,
provided he survives me by more than thirty (30) days. Ifhe fails to qualify or ceases to act for any
reason, I appoint Dauphin Deposit Bank and Trust Company as Executor ofthis Will.
ITEM IV:
All the rest, residue and remainder of my estate I give, devise and bequeath
as follows:
A. Ten (1 0%) percent to the FAIRVIEWBETHEL CHURCH OF GOD, 800 Old
Forge Road, Fairview Township, York County, Pennsylvania;
x 7Yl./Y( /11~
B. Ten (10%) percent to BETHESDA MISSION, of Harrisburg, Pennsylvania;
C. Sixty (60%) percent to my brother HAROLD K. BOWEN. If HAROLD K.
BOWEN does not survive me, this share of my residuary estate shall pass to his children, per stirpes.
D. Twenty (20%) percent to my then living nieces and nephews, per capita;
provided, however, that ifmynephew DAVID G. BOWEN does not survive me, his share shall go
EMILY
to his children, SARAH BOWEN and EL-IZA-BBr~ BOWEN.
ITEM V:
I give to my Executrix, Executor and Trustees all those powers granted by law
pursuant to the Pennsylvania Probate, Estates, and Fiduciaries Code. I direct that their authority be
construed in the broadest manner consistent with validity and with their duties as fiduciaries
hereunder in carrying out and executing my will.
ITEM VI:
To the extent that such requirements can be legally waived, I direct that my
Executrix, Executors and Trustees shall not be required to post any bond or give any security in
connection with their duties, hereunder.
IN WITNESS WHEREOF, I, MARGARET M. BOWEN, have hereunto set my hand and
seal to this, my Last Will and Testament which consists of L typewritten pages, this 3 O~day
Of~'1999.
I
f');J} ~a;u;t7JZ. ~
MARG M. BOWEN \
Signed, sealed, published and declared by MARGARET M. BOWEN, the above-named,
Testatrix, as her Last Will and Testament in the presence of us, who at her request, in her presence
and in the presence of each other have hereunto subscribed our names as witnesses.
;?'
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of
Witness
ACKNOWLEDGMENT
COMMONWEAL TH OF PENNSYL VANIA )
) ss.
COUNTY OF DAUPHIN )
I, MARGARET M. BOWEN, Testatrix, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed and
executed this instrument as my Last Will; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
\ 7~WYr/ ~
MAR M. BOWEN
Sworn or affirmed to and acknowledged before me, by MARGARET M. BOWEN, the
Testatrix, this J&)/1J day of
~SeaI
.....A,Harper.~' ~
....f'~, Da~
-, VUI'n'~ Expires Sept. 1 2001
Member. Pennsvtvania AsSOCiation 01 ~Iot.l.rtes
AFFIDA VIT
COMMONWEAL TH OF PENNSYL VANIA )
) ss.
COUNTY OF DAUPHIN )
we,7ff~~~ and~~~ ,!hewitnesse,
whose names are signed to the attached and foregoing instrument, being duly qualified according to
law, do depose and say that we were present and saw the Testatrix sign and execute the instrLllTIent
as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for
the purpose therein expressed; that each of us in the hearing and sight ofthe Testatrix signed the Will
as witnesses; and that to the best of our knowledge, the Testatrix was at that time 18 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 these witnesses, this ...3:J>Jf day of
~u;;C , 1999.
otary Public I ~~~ J
.~~~~~
1IeInber, P81.18)Mnla As8ocIatfon of ~
Register of Wills of Cumberland County, Pennsylvania
RENUNCIA TION
Estate of
Marqaret M. Bowen
No.
21-2001-209
also known as
late of Hampden Township
, Deceased
The undersigned, Harold K. Bowen of
277 Shauffnertown Road.
New Cumberland
hereby renounces the right to administer the estate and respectfully requests that
Letters Testamentarv be issued to Allfirst Trust Company of Pennsvlvania. N.A.
(Successor to Dauphin Deposit Bank and Trust Co.)
Witness my hand this
9th
day of Februarv
,200 1
.~ M~~/I,1:'8P1R1-e~
Harold K. Bowen
277 Shauffnertown Road
New Cumberland, PA 17070
Sworn to or affirme~ subscribed
before me this 1 day of
F-e/;rtLl-{v , 2001.
/
_~L/~ .
Notary Public
I Notarial Seal
Anne M~rie Beshore, Notary Public
Harnsburg, Dauphin County
My Commission ExpIres Apr. 5, 2004
Member, Pennsylvania Association otNotanes
f
-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Margaret M. Bowen
Date of Death:
January 25.2001
Will No.
2001-00209
Admin. No.
21-01-0209
To the Register:
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 March 13. 2001
Name
Address
Harold K. Bowen. 277 Shauffnertown Road. New Cumberland. PA 17070
David G. Bowen. 275 Shauffnertown Road. New Cumberland. PA 17070
H. Kenneth Bowen. 275 Shauffnertown Road. New Cumberland. PA 17070
Judith C. Lenk. 4241 Nantucket Drive. Mechanicsburg, PA 17055
Arlene B. Peffer. 1327 W. Goodhue Avenue. Anaheim. CA 92802-2136
Velma Weaver. Box 165. East Waterford, PA 17021
Marion Fettro. 210 Herman Avenue. Lemoyne. PA 17043
H. Franklin Baker. 334 Herman Avenue. Lemoyne. PA 17043
Bethesda Mission. 611 Reily Street. Harrisburg. PA 17102
Fairview Bethel Church of God. 800 Old Forge Road. New Cumberland. PA 17070
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
NONE
Date: March ~, 2001
in
Na Marvin Beshore. Esq. #31979
Address: 130 State Street. P.O. Box 946
Harrisburg. PA 17108-0946
Telephone: (717) 236-0781
Capacity: _ Personal Representative
-L Counsel for Personal
Representative
Register of Wills of
CUMBERLAND
County, Pennsylvania
INVENTORY
Estate of Margaret M. Bowen
No. 2001- 00209
also known as
Date of Death 01/25/2001
, Deceased Social Security No. 201-18- 7732
Allfirst Trust Company of PA, NA,
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 of 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
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
31979
Signatur
Name of
Attorney:
Marvin Beshore, Esquire
1.0. No.:
Signature:
Address:
130 State St. PO Box 946
Address:
8 West High Street
Harrisburg, PA 17108-0946
Carlisle, PA 17013
Telephone:
717/236-0781
Telephone: 717/240 - 6707
Dated:
Description
Value
(See continuation page(s) attached)
(Attach additional sheets if necessary)
Total:
351,251.19
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.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Form1lRW-7 (1992)
Estate of:
Date of Death:
County:
INVENTORY
Margaret M. Bowen
01/25/2001
Cumberland
CASH:
$1,012.85 Allfirst Bank
Certificate of Deposit
5.100% due 8/17/01
Accrued Interest
1,012.85
9.91
$1,025.73 Allfirst Bank
Certificate of Deposit
5.100% due 6/20/01
Accrued Interest
1,025.73
5.31
$10,105.77 PNC Bank
Certificate of Deposit
#31200156118
Accrued Interest
10,105.77
46.49
$10,000 Allfirst Bank
Certificate of Deposit
4.910% due 5/09/01
Accrued Interest
10,000.00
22.87
$10,322.68 Allfirst Bank
Certificate of Deposit
6.350% due 6/24/01
Accrued Interest
10,322.68
113.14
$10,000 Allfirst Bank
Certificate of Deposit
6.390% due 3/29/02
Accrued Interest
10,000.00
101.54
$10,161.46 Allfirst Bank
Certificate of Deposit
6.490% due 11/24/01
Accrued Interest
10,161.46
3.61
$10,000.00 Allfirst Bank
Certificate of Deposit
6.490% due 11/26/01
Accrued Interest
10,000.00
163.59
$100.26 Members First Federal
Credit Union Certificate of
Deposit #199194-00
Accrued Interest
100.26
0.19
1
Estate of:
Date of Death:
County:
Margaret M. Bowen
01/25/2001
Cumberland
$10,208.99 PNC Bank
Certificate of Deposit
#31200199051
Accrued Interest
$20,191.57 PNC Bank
Certificate of Deposit
#31600178102
Accrued Interest
$30,000.00 Members First
Federal Credit Union
Certificate of Deposit
#199194-40
Accrued Interest
$5,000 Allfirst Bank
Certificate of Deposit
6.350% due 8/27/01
Accrued Interest
$60,000.00 Allfirst Bank
Certificate of Deposit
6.490% due 11/26/01
Accrued Interest
$62,131.64 Allfirst Bank
Certificate of Deposit
7.540% due 9/03/01
Accrued Interest
Allfirst Bank MFA Account
#0098176323 - Date of Death
Value
Accrued Interest
Allfirst Bank Checking Account
#0016760433
Accrued Interest
Country Meadow Associates -
Resident Refund
First Union Checking Account
#3083366655087
Accrued Interest
Proceeds from 1,431 units
Charter Municipal Mortgage
Acceptance Co.
Accrued Interest
2
10,208.99
32.79
20,191. 57
54.52
30,000.00
135.72
5,000.00
79.16
60,000.00
981. 50
62,131.64
1,093.44
6,820.00
15.35
1,821.38
0.63
2,255.89
23,310.61
25.87
5,782.00
393.53
Estate of:
Date of Death:
County:
Margaret M. Bowen
01/25/2001
Cumberland
Proceeds of Evergreen US
Government Portfolio Money
Market
Accrued Interest
Waypoint Bank Checking Account
#1055311901
Accrued Interest
BONDS:
$10,000 Dauphin County PA Bond
6.15% due 8/1/09
Accrued Interest
$10,000 Cumberland County
Presbyterian Homes Bond 6%
due 12/1/26
Accrued Interest
$100 U.S. Savings Bond Series
EE dated 04/30/1984
$100 U.S. Savings Bond Series
EE dated 04/30/1984
$100 U.S. Savings Bond Series
EE dated OS/25/1984
$100 U.S. Savings Bond Series
EE dated OS/25/1984
$100 U.S. Savings Bond Series
EE dated 08/28/1984
$100 U.S. Savings Bond Series
EE dated 08/03/1983
$100 U.S. Savings Bond Series
EE dated 08/03/1983
$100 U.S. Savings Bond Series
EE dated 06/18/1984
$100 U.S. Savings Bond Series
EE dated 05/06/1985
$100 U.S. Savings Bond Series
EE dated 05/06/1985
3
11,132.61
13.85
5,039.26
15.54
10,075.08
297.25
10,181.38
90.00
141. 40
141.40
138.72
138.72
135.12
147.64
147.64
138. 72
129.88
129.88
309,731.25
Estate of: Margaret M. Bowen
Date of Death: 01/25/2001
County: Cumberland
$100 U.S. Savings Bond Series
EE dated 09/25/1984
$100 U.S. Savings Bond Series
EE dated 09/25/1984
$100 U.S. Savings Bond Series
EE dated 03/28/1985
$100 U.S. Savings Bond Series
EE dated 03/28/1985
$100 U.S. Savings Bond Series
EE dated 06/18/1984
$100 U.S. Savings Bond Series
EE dated 08/28/1984
$100 U.S. Savings Bond Series
EE dated 08/27/1985
$100 U.S. Savings Bond Series
EE dated 08/27/1985
$100 U.S. Savings Bond Series
EE dated 10/10/1984
$100 U.S. Savings Bond Series
EE dated 10/10/1984
$100 U.S. Savings Bond Series
EE dated 10/11/1983
135.12
135.12
129.88
129.88
138.72
135.12
127.32
127.32
135.12
135.12
147.64
$100 U.S. Savings Bond Series
EE dated 10/11/1983
147.64
$10,000 York County Hospital
Authority Bond 6.4% due
4/1/15
Accrued Interest
10,132.72
202.67
$2,000 U.S. Savings Bonds
Series HH dated 01/90
2,000.00
$5,000 Butler Co. PA Hospital
Authority Bonds 8% due
2/1/22
Accrued Interest
5,031.11
193.33
$50 U.S. Savings Bond Series
EE dated 06/13/1983
75.82
4
Estate of:
Date of Death:
County:
Margaret M. Bowen
01/25/2001
Cumberland
$50 U.S. Savings Bond Series
EE dated 06/13/1983
$50 U.S. Savings Bond Series
EE dated 06/13/1983
$50 U.S. Savings Bond Series
EE dated 06/13/1983
75.82
75.82
75.82
TOTAL RECEIPTS OF PRINCIPAL..... ..........
5
41,519.94
351,251.19
----------------
----------------
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
ALLFIRST TRUST CO OF PA N A
2 WEST HIGH STREET
CARLISLE, PA 17013-2922
____u__ fold
ESTATE INFORMATION: SSN: 201-18-7732
FILE NUMBER: 21-2001- 0209
DECEDENT NAME: BOWEN MARGARET M
DATE OF PAYMENT: 10/22/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/25/2001
NO. CD 000420
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $11,192.27
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: ALLFIRST TRUST COMPANY
CHECK# 20249920
SEAL
INITIALS: AC
RECEIVED BY:
$11,192.27
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
Recorded Ofhce of
Register of Wills
'\ /, -.::J/~-~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
1)1
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
Ole -7 All :34
THOMAS MORKIN
ALLFIRST TR CO
8 W HIGH ST
CARLISLE
OF PA ~rk-C _ C;ourt
PA ~erland Co., PA
12-03-2001
BOWEN
01-25-2001
21 01-0209
CUMBERLAND
101
'*
REY-1547 EX AFP 112-001
MARGARET M
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=is"4-i-ix-AFP--fi2-::00Y-NOTici--OF-YNHiififANCE-TAX-A-PPRA-isEMiNT~--Aii-oWANCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOWEN MARGARET M FILE NO. 21 01-0209 ACN 101 DATE 12-03-2001
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. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
ll)
(2)
(3)
(4)
(5)
(6)
(7)
.00
41,519.94
.00
.00
309,731.25
9,931.59
78,352.01
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
llO)
39,063.74
183.67
(11)
ll2)
ll3)
ll4)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
439,534.79
39.247 41
400,287.38
62,400.76
337,886.62
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 = .00
.00 X 045 = .00
274,251. 94 X 12 = 32,910.23
63,634.68 X 15 = 9,545.20
ll9)= 42,455.43
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-18-2001 AA478287 1,563.16 29,700.00
10-22-2001 CDOO0420 .00 11,192.27
TOTAL TAX CREDIT 42,455.43
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. 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.)
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IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS' COURT DIVISION
ESTATE OF
NO. 2001-00209
MARGARET M. BOWEN
NOTICE TO PARTIES IN INTEREST
OF THE FILING OF A FIRST AND
FINAL ACCOUNT AND CALL FOR AUDIT
YOU ARE HEREBY GIVEN NOTICE pursuant to Pennsylvania Orphans' Court Rule
6.3 and Cumberland County Local Rule 6.3-1 that a First and Final Account for the Estate of
Margaret M. Bowen, deceased, was filed on May 17, 2002, with the Clerk of the Orphans' Court
in Cumberland County, Pennsylvania. This First and Final Account will be scheduled to be
called for audit before the Court at 9:00 a.m. on Tuesday, June 18, 2002, at the Cumberland
County Courthouse, Hanover and High Streets, Carlisle, Pennsylvania.
Any person who objects to transactions shown in the account must file written objections
with the Clerk by 9:00 a.m. on Tuesday June 18, 2002 or the Court may otherwise assume that no
objections exist or that any objections have been waived.
The First and Final Account contains a proposed Schedule of Distribution which will be
presented by the Estate to the Court for determination. Any objections to the transactions shown
in the proposed Schedule of Distribution shall be filed in writing with the Clerk by 9:00 a.m. on
Tuesday, June 18, 2002. Otherwise, the Court may assume that no objections exist to the
proposed Schedule of Distribution or that any objections thereto have been waived.
Attached are copies of the First and Final Account and Schedule of Proposed Distribution
which was filed on May 17, 2002.
",
s.-)
B:jA~,~
M in Beshore, Jr., Esquire #31979
130 State Street, P.O. Box 946
Harrisburg, P A 17108-0946
(717) 236-0781
Attorney for Estate of Margaret M. Bowen
Date:
05/,;2:11/02
CERTIFICATE OF SERVICE
I hereby certify that I have this 21 st day of May, 2002, served a true and correct copy
of the foregoing Notice to Parties of Interest of the Filing of a First and Final Account and Call
for Audit via the United States Postal Service, first class postage prepaid, properly addressed to
the following:
H. Franklin Baker
334 Herman Avenue
Lemoyne, P A 17043
David G. Bowen
275 Shauffnertown Road
New Cumberland, P A 17070
H. Kenneth Bowen
275 Shauffnertown Road
New Cumberland, P A 17070
Marion Fettro
210 Herman Avenue
Lemoyne, P A 17043
Judith C. Lenk
4241 Nantucket Drive
Mechanicsburg, P A 17055
Arlene B. Peffer
1327 W. Goodhue Avenue
Anaheim, CA 92802
Velma Weaver
Box 165
East Waterford, P A 17021
Harold K. Bowen
277 Shauffnertown Road
New Cumberland, P A 17070
Fairview Bethel Church of God
878 Moore's Mountain Road
Lewisberry, P A 17339
Bethesda Missio nof Harrisburg, Inc.
P.O. Box 3041
Harrisburg, PAl 71 05
""
fit~ ~
Marvin Beshore, Esquire
Attorney for Estate of Margaret M. Bowen
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF
NO. 2001-00209
MARGARET M. BOWEN
ATTORNEY'S CERTIFICATION
I hereby certify that the requirements of Supreme Court Rule 6.3 and Cumberland County
Orphans' Court Local Rule 6.3-1 with respect to notice to parties in interest of the filing of a First
and Final Account and call for audit have been met.
This 21 stday of May
, 2002.
in Beshore, squire, ill #31979
130 tate Street, P.O. Box 946
Harrisburg, P A 17108-0946
(717) 236-0781
Attorney for Estate of Margaret M. Bowen
!'.:
1'......1
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
J el4d E ~-;Z/4 biLl) jl/;oj:fjs
Will No.
"--20-
~I-.J 02-,^OCJ
tJ7.-
Date of Death:
Admin. No.
To the Register:
I certify that notice of (beneficial interest) 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
Name
Address
/tlpAJ( y L~iL'
I1l.1s.p(/1
J-!rL/l'~S' C.O!Mr-l.J
. (/
f/I. !I~ JI Il s J;
I~ C. ({ 0 (14 We II ,V y-; (/ "-
/iLl} j, / p. C.t 7t /1'
&.$"1 t:k. i!JA/;' ·
#LSI . IIJ- 17 () /9
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signal",e 11 4 ;{ ~ lI>>Jnl J),t/d
Name IJ fL 7/1 bu., J'fl )liL/? ~J' rlte'%-I
(J
Address ~ y $- ;;;~/C: 19 a i (l d..--
{!d.-rlt-s> /e/ 1/1. /?d/O
Telephone <1/1 62 Sit ~ b:.7 S- l--
r
1'-
Capacity: ~ersonal Representative
r-, ,I
P
_Counsel for personal representative
),)0 ~ (}CJ I --' 00;{ 01.
COMMONWEALTH OF PENNSYLVANIA
OFFICE OF ATTORNEY GENERAL
May 29, 2002
MIKE FISHER
ATTORNEY GENERAL
Charitable Trusts and
Organizations Section
14111 Floor, Strawberry Sq.
Harrisburg, PA 17120
Telephone: (717) 783-2853
Facsimile: (717) 787-1190
Marvin Beshore, Esquire
MILSPAW & BESHORE
130 State Street
P.O. Box 946
Harrisburg, PA 17108-0946
Re: Estate of Margaret M. Bowen /
Dear Mr. Beshore:
This will acknowledge receipt of your notice pursuant to Supreme Court Orphans'
Court Rule 5.5, regarding the above-captioned matter. Based upon the documents
provided, I have no objection to the First and Final Account.
Please be advised that the above review was conducted pursuant to the parens
patriae function of this Office and has no bearing on any matter unrelated to that function.
It should be noted that this Office's approval of the current accounting should not be
interpreted as approval of the practice of charging trustee fees according to a corporate
fiduciary's fee schedule, and this Office will, of course, have the right in reviewing any
future accounts, to object to any and all fees deemed excessive or inappropriate. Please
forward a copy of the Order or Confirmation when entered so that we may complete our
file.
Very truly yours,
?~ J. 1/~--.d--
Heather J. Vance-Rittman
Deputy Attorney General
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 2 0 0 1 - 0 02 0 9
ESTATE OF MARGARET M. BOWEN, DECEASED
FIRST AND FINAL ACCOUNT OF
Allfirst Trust Company of Pennsylvania, NA, Executor
================================================================================
Date of Death:
January 25, 2001
Date of Executor's Appointment:
February 22, 2001
Date of First Advertisement of Letters:
March 20, 2001
Accounting for the period:
January 25, 2001 to
May 14, 2002
================================================================================
("-/
Purpose of Account: Allfirst Trust Company of Pennsylvania, NA, Executor,
offers this account to acquaint interested parties with the transactions that
have occurred during this administration.
It is important that the account be carefully examined. Requests for
additional information or questions or objections can be discussed with:
Allfirst Trust Company of Pennsylvania, NA
8 W. High Street
Carlisle, PA 17013-2923
(717) 240-6707
Or
Marvin Beshore, Esquire
Milspaw & Beshore
130 State Street
Harrisburg, PA 17108-0946
SUMMARY OF ACCOUNT
Estate of Margaret M. Bowen, Deceased
For Period of 01/25/2001 through 05/14/2002
Page
Current
Value
Proposed Distributions
to Beneficiaries
32-33
293,404.46
PRINCIPAL
Receipts:
Per Inventory Filed 3-8
This Account 8
Net Gain (or Loss) on Sales
or Other Disposition
9-14
Less Disbursements:
Debts of Decedent 15
Funeral Expenses 15
Administration Expenses 16
Federal and State Taxes 16
Reserves 16
458.67
5,118.00
649.74
40,892.27
33,500.00
Balance before Distributions
Distributions to Beneficiaries
Principal Balance on Hand
17
For Information:
Investments Made
Changes in Investment Holdings
18-25
INCOME
Receipts:
This Account
26-29
Net Gain (or Loss) on Sales
or Other Disposition
Less Disbursements
30
Balance Before Distribution
Distributions to Beneficiaries
Income Balance on Hand
31
Investments Made
Changes in Investment Holdings
COMBINED BALANCE ON HAND
2
Fiduciary
Acquisition
Value
293,404.46
---------------
---------------
351,251.19
40.00
11,256.76
362,547.95
80,618.68
281,929.27
0.00
281,929.27
15,884.47
0.00
15,884.47
4,409.28
11,475.19
0.00
11,475.19
293,404.46
RECEIPTS OF PRINCIPAL
AS PER INVENTORY AS FILED:
CASH:
01/25/01
$1,025.73 Allfirst Bank
Certificate of Deposit 5.1%
due 6/20/01
01/25/01
$1,025.73 Allfirst Bank
Certificate of Deposit 5.1%
due 6/20/01 - Accrued Interest
01/25/01
$1,012.85 Allfirst Bank
Certificate of Deposit 5.1%
due 8/17/01
01/25/01
$1,012.85 Allfirst Bank
Certificate of Deposit 5.1%
due 8/17/01 - Accrued Interest
01/25/01
$10,000 Allfirst Bank
Certificate of Deposit 6.49%
due 11/26/01
01/25/01
$10,000 Allfirst Bank
Certificate of Deposit 6.49%
due 11/26/01 - Accrued Interest
01/25/01
$10,161.46 Allfirst Bank
Certificate of Deposit 6.49%
due 11/24/01
01/25/01
$10,161.46 Allfirst Bank
Certificate of Deposit 6.49%
due 11/24/01 - Accrued Interest
01/25/01
$10,000 Allfirst Bank
Certificate of Deposit 6.39%
due 3/29/02
01/25/01
$10,000 Allfirst Bank
Certificate of Deposit 6.39%
due 3/29/02 - Accrued Interest
01/25/01
$10,000 Allfirst Bank
Certificate of Deposit 4.91%
due 5/9/01
01/25/01
$10,000 Allfirst Bank
Certificate of Deposit 4.91%
due 5/9/01 - Accrued Interest
3
1,025.73
5.31
1,012.85
9.91
10,000.00
163.59
10,161.46
3.61
10,000.00
101. 54
10,000.00
22.87
Fiduciary
Acquisition
Value
01/25/01
$10,322.68 Allfirst Bank 10,322.68
Certificate of Deposit 6.3S%
due 6/24/01
01/25/01
$10,322.68 Allfirst Bank 113.14
Certificate of Deposit 6.35%
due 6/24/01 - Accrued Interest
01/25/01
$10,000 Cumberland County 90.00
Presbyterian Homes Bond 6% due
12/1/26 - Accrued Interest
01/25/01
$10,000 Dauphin County PA Bond 297.25
6.15% due 8/1/09 -
Accrued Interest
01/25/01
$100.26 Members First Federal 100.26
Credit Union Certificate of
Deposit #199194-00
01/25/01
$100.26 Members First Federal 0.19
Credit Union Certificate of
Deposit #199194-00 -
Accrued Interest
01/25/01
$10,105.77 PNC Bank 10,105.77
Certificate of Deposit
#31200156118
01/25/01
$10,105.77 PNC Bank 46.49
Certificate of Deposit
#31200156118 -
Accrued Interest
01/25/01
$10,208.99 PNC Bank 10,208.99
Certificate of Deposit
#31200199051
01/25/01
$10,208.99 PNC Bank 32.79
Certificate of Deposit
#31200199051 -
Accrued Interest
01/25/01
$10,000 York County Hospital 202.67
Authority Bond 6.4% due 4/1/15 -
Accrued Interest
01/25/01
$20,191.57 PNC Bank 20,191.57
Certificate of Deposit
#31600178102
01/25/01
$20,191.57 PNC Bank 54.52
Certificate of Deposit
#31600178102 -
Accrued Interest
4
01/25/01
$30,000 Members First Federal 30,000.00
Credit union Certificate of
Deposit #199194-40
01/25/01
$30,000 Members First Federal 135.72
Credit Union Certificate of
Deposit #199194-40 -
Accrued Interest
01/25/01
$5,000 Allfirst Bank 5,000.00
Certificate of Deposit 6.35%
due 8/27/01
01/25/01
$5,000 Allfirst Bank 79.16
Certificate of Deposit 6.35%
due 8/27/01 - Accrued Interest
01/25/01
$5,000 Butler Co PA Hosp 193.33
Authority Bonds 8% due 2/1/22 -
Accrued Interest
01/25/01
$60,000 Allfirst Bank 60,000.00
Certificate of Deposit 6.49%
due 11/26/01
01/25/01
$60,000 Allfirst Bank 981.50
Certificate of Deposit 6.49%
due 11/26/01 - Accrued Interest
01/25/01
$62,131.64 Allfirst Bank 62,131.64
Certificate of Deposit 7.54%
due 9/3/01
01/25/01
$62,131.64 Allfirst Bank 1,093.44
Certificate of Deposit 7.54%
due 9/3/01 - Accrued Interest
01/25/01
Allfirst Bank Checking Account 1,821.38
#0016760433
01/25/01
Allfirst Bank Checking Account 0.63
#0016760433 - Accrued Interest
01/25/01
Allfirst Bank MFA Account 6,820.00
#0098176323 -
Date of Death Value
01/25/01
Allfirst Bank MFA Account 15.35
#0098176323 - Accrued Interest
01/25/01
Country Meadows Associates - 2,255.89
Resident Refund
01/25/01
First Union Checking Account 23,310.61
#3083366655087
5
01/25/01
First Union Checking Account
#3083366655087 -
Accrued Interest
01/25/01
Proceeds of Evergreen US
Government Money Market
01/25/01
Proceeds of Evergreen US
Government Money Market -
Accrued Interest
01/25/01
Waypoint Bank Checking Account
#1055311901
01/25/01
Waypoint Bank Checking Account
#1055311901 - Accrued Interest
BONDS:
01/25/01
$10,000 Cumberland County
Presbyterian Homes Bond 6% due
12/1/26
01/25/01
$10,000 Dauphin County PA Bond
6.15% due 8/1/09
01/25/01
$100 US Savings Bond Series EE
dated 10/10/1984
01/25/01
$100 US Savings Bond Series EE
dated 10/10/1984
01/25/01
$100 US Savings Bond Series EE
dated 10/11/1983
01/25/01
$100 US Savings Bond Series EE
dated 10/11/1983
01/25/01
$100 U S Savings Bond Series
EE dated 3/28/1985
01/25/01
$100 U S Savings Bond Series
EE dated 3/28/1985
01/25/01
$100 U S Savings Bond Series
EE dated 4/30/1984
01/25/01
$100 U S Savings Bond Series
EE dated 4/30/1984
01/25/01
$100 U S Savings Bond Series
EE dated 5/6/1985
01/25/01
$100 U S Savings Bond Series
EE dated 5/6/1985
6
25.87
11,132.61
13.85
5,039.26
15.54
10,181. 38
10,075.08
13 5.12
135.12
147.64
147.64
129.88
129.88
141.40
141. 40
129.88
129.88
304,338.97
01/25/01
$100 U S Savings Bond Series
EE dated 5/25/1984
01/25/01
$100 U S Savings Bond Series
EE dated 5/25/1984
01/25/01
$100 U S Savings Bond Series
EE dated 6/18/1984
01/25/01
$100 U S Savings Bond Series
EE dated 6/18/1984
01/25/01
$100 U S Savings Bond Series
EE dated 8/3/1983
01/25/01
$100 U S Savings Bond Series
EE dated 8/3/1983
01/25/01
$100 US Savings Bond Series EE
dated 8/27/1985
01/25/01
$100 US Savings Bond Series EE
dated 8/27/1985
01/25/01
$100 U S Savings Bond Series
EE dated 8/28/1984
01/25/01
$100 U S Savings Bond Series
EE dated 8/28/1984
01/25/01
$100 U S Savings Bond Series
EE dated 9/25/1984
01/25/01
$100 U S Savings Bond Series
EE dated 9/25/1984
01/25/01
$10,000 York County Hospital
Authority Bond 6.4% due 4/1/15
01/25/01
$2,000 US Savings Bonds Series
HH dated 1/90
01/25/01
$5,000 Butler Co PA Hosp
Authority Bonds 8% due 2/1/22
01/25/01
$50 US Savings Bond Series EE
dated 6/13/1983
01/25/01
$50 US Savings Bond Series EE
dated 6/13/1983
01/25/01
$50 US Savings Bond Series EE
dated 6/13/1983
7
13 8.72
138.72
138.72
138.72
147.64
147.64
127.32
127.32
135.12
13 5.12
135.12
13 5.12
10,132.72
2,000.00
5,031.11
75.82
75.82
75.82
01/25/01
01/25/01
01/25/01
08/23/01
$50 US Savings Bond Series EE
dated 6/13/1983
1,431 units Charter Municipal
Mortgage Acceptance Co.
Charter Municipal Mortgage
Acceptance Co. - Accrued
Income Distribution
CASH SUBSEQUENT TO INVENTORY:
$2,000 US Savings Bonds Series
HH dated 1/90 -
Per Federal Reserve Savings Bond
Miscellaneous Payment
75.82
5,782.00
393.53
40.00
TOTAL RECEIPTS OF PRINCIPAL...............
8
46,912.22
40.00
351,291.19
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL
Gain Loss
03/01/01 $100 US Savings Bond Series EE
dated 10/10/1984
Net Proceeds 135.12
Fid. Acq. Value 135.12 0.00
03/01/01 $100 US Savings Bond Series EE
dated 10/10/1984
Net Proceeds 135.12
Fid. Acq. Value 135.12 0.00
03/01/01 $100 US Savings Bond Series EE
dated 10/11/1983
Net Proceeds 14 7.64
Fid. Acq. Value 14 7.64 0.00
03/01/01 $100 US Savings Bond Series EE
dated 10/11/1983
Net Proceeds 14 7.64
Fid. Acq. Value 147.64 0.00
03/01/01 $100 U S Savings Bond Series
EE dated 3/28/1985
Net Proceeds 129.88
Fid. Acq. Value 129.88 0.00
03/01/01 $100 U S Savings Bond Series
EE dated 3/28/1985
Net Proceeds 129.88
Fid. Acq. Value 129.88 0.00
03/01/01 $100 U S Savings Bond Series
EE dated 4/30/1984
Net Proceeds 141. 40
Fid. Acq. Value 141. 40 0.00
03/01/01 $100 U S Savings Bond Series
EE dated 4/30/1984
Net Proceeds 141. 40
Fid. Acq. Value 141.40 0.00
9
03/01/01 $100 U S Savings Bond Series
EE dated 5/6/1985
Net Proceeds 129.88
Fid. Acq. Value 129.88 0.00
03/01/01 $100 U S Savings Bond Series
EE dated 5/6/1985
Net Proceeds 129.88
Fid. Acq. Value 129.88 0.00
03/01/01 $100 U S Savings Bond Series
EE dated 5/25/1984
Net Proceeds 13 8.72
Fid. Acq. Value 13 8.72 0.00
03/01/01 $100 U S Savings Bond Series
EE dated 5/25/1984
Net Proceeds 13 8.72
Fid. Acq. Value 13 8.72 0.00
03/01/01 $100 U S Savings Bond Series
EE dated 6/18/1984
Net Proceeds 138.72
Fid. Acq. Value 138.72 0.00
03/01/01 $100 U S Savings Bond Series
EE dated 6/18/1984
Net Proceeds 138.72
Fid. Acq. Value 138.72 0.00
03/01/01 $100 U S Savings Bond Series
EE dated 8/3/1983
Net Proceeds 147.64
Fid. Acq. Value 147.64 0.00
03/01/01 $100 U S Savings Bond Series
EE dated 8/3/1983
Net Proceeds 147.64
Fid. Acq. Value 147.64 0.00
03/01/01 $100 US Savings Bond Series EE
dated 8/27/1985
Net Proceeds 127.32
Fid. Acq. Value 127.32 0.00
10
03/01/01
$100 US Savings Bond Series EE
dated 8/27/1985
Net Proceeds
Fid. Acq. Value
03/01/01
127.32
127.32
0.00
$100 U S Savings Bond Series
EE dated 8/28/1984
Net Proceeds
Fid. Acq. Value
03/01/01
135.12
135.12
0.00
$100 U S Savings Bond Series
EE dated 8/28/1984
Net Proceeds
Fid. Acq. Value
03/01/01
135.12
13 5.12
0.00
$100 U S Savings Bond Series
EE dated 9/25/1984
Net Proceeds
Fid. Acq. Value
03/01/01
135.12
13 5.12
0.00
$100 U S Savings Bond Series
EE dated 9/25/1984
Net Proceeds
Fid. Acq. Value
03/01/01
13 5.12
13 5.12
0.00
$50 US Savings Bond Series EE
dated 6/13/1983
Net Proceeds
Fid. Acq. Value
03/01/01
75.82
75.82
0.00
$50 US Savings Bond Series EE
dated 6/13/1983
Net Proceeds
Fid. Acq. Value
03/01/01
75.82
75.82
0.00
$50 US Savings Bond Series EE
dated 6/13/1983
Net Proceeds
Fid. Acq. Value
03/01/01
75.82
75.82
0.00
$50 US Savings Bond Series EE
dated 6/13/1983
Net Proceeds
Fid. Acq. Value
75.82
75.82
0.00
11
03/29/01
$10,105.77 PNC Bank
Certificate of Deposit
#31200156118
Net Proceeds
Fid. Acq. Value
03/29/01
$10,208.99 PNC Bank
Certificate of Deposit
#31200199051
Net Proceeds
Fid. Acq. Value
03/29/01
$20,191.57 PNC Bank
Certificate of Deposit
#31600178102
Net Proceeds
Fid. Acq. Value
10,105.77
10,105.77
0.00
10,208.99
10,208.99
0.00
20,191. 57
20,191. 57
0.00
03/30/01
$100.26 Members First Federal
Credit Union Certificate of
Deposit #199194-00
Net Proceeds
Fid. Acq. Value
03/30/01
100.26
100.26
0.00
$30,000 Members First Federal
Credit Union Certificate of
Deposit #199194-40
Net Proceeds
Fid. Acq. Value
30,000.00
30,000.00
0.00
05/10/01
$10,000 Allfirst Bank
Certificate of Deposit 4.91%
due 5/9/01
Net Proceeds
Fid. Acq. Value
10,000.00
10,000.00
0.00
OS/22/01
$10,000 Dauphin County PA Bond
6.15% due 8/1/09
Net Proceeds
Fid. Acq. Value
OS/22/01
9,600.00
10,075.08
475.08
$5,000 Butler Co PA Hosp
Authority Bonds 8% due 2/1/22
Net Proceeds
Fid. Acq. Value
4,750.00
5,031.11
281.11
12
OS/22/01
OS/23/01
OS/23/01
06/22/01
06/26/01
08/03/01
08/20/01
08/29/01
1,431 units Charter Municipal
Mortgage Acceptance Co.
Net Proceeds
Fid. Acq. Value
20,244.05
5,782.00
$10,000 Cumberland County
Presbyterian Homes Bond 6% due
12/1/26
Net Proceeds
Fid. Acq. Value
8,790.00
10,181. 38
$10,000 York County Hospital
Authority Bond 6.4% due 4/1/15
Net Proceeds
Fid. Acq. Value
9,075.00
10,132.72
$1,025.73 Allfirst Bank
Certificate of Deposit 5.1%
due 6/20/01
Net Proceeds
Fid. Acq. Value
1,025.73
1,025.73
$10,322.68 Allfirst Bank
Certificate of Deposit 6.35%
due 6/24/01
Net Proceeds
Fid. Acq. Value
10,322.68
10,322.68
$2,000 US Savings Bonds Series
HH dated 1/90
Net Proceeds
Fid. Acq. Value
2,000.00
2,000.00
$1,012.85 Allfirst Bank
Certificate of Deposit 5.1%
due 8/17/01
Net Proceeds
Fid. Acq. Value
1,012.85
1,012.85
$5,000 Allfirst Bank
Certificate of Deposit 6.35%
due 8/27/01
Net Proceeds
Fid. Acq. Value
5,000.00
5,000.00
13
14,462.05
0.00
0.00
0.00
0.00
0.00
1,391.38
1,057.72
09/06/01
11/28/01
11/28/01
11/28/01
04/18/02
$62,131.64 Allfirst Bank
Certificate of Deposit 7.54%
due 9/3/01
Net Proceeds
Fid. Acq. Value
62,131. 64
62,131. 64
$10,000 Allfirst Bank
Certificate of Deposit 6.49%
due 11/26/01
Net Proceeds
Fid. Acq. Value
10,000.00
10,000.00
$10,161.46 Allfirst Bank
Certificate of Deposit 6.49%
due 11/24/01
Net Proceeds
Fid. Acq. Value
10,161. 46
10,161. 46
$60,000 Allfirst Bank
Certificate of Deposit 6.49%
due 11/26/01
Net Proceeds
Fid. Acq. Value
60,000.00
60,000.00
$10,000 Allfirst Bank
Certificate of Deposit 6.39%
due 3/29/02
Net Proceeds
Fid. Acq. Value
10,000.00
10,000.00
TOTAL GAINS AND LOSSES/PRINCIPAL. . . . . . . . . . .
LESS LOSS.............................
NET GAIN OR LOSS. . . . . . . . . . . . . . . . . . . . . . . . . . .
14
0.00
0.00
0.00
0.00
0.00
14,462.05
3,205.29
11,256.76
3,205.29
03/26/01
03/27/01
04/12/01
04/25/01
08/01/01
04/09/02
03/22/01
03/23/01
06/14/01
DISBURSEMENTS OF PRINCIPAL
DEBTS OF DECEDENT
Allfirst Bank - 16.00
Safe Deposit Box Rental
Country Meadows Associates - 37.81
Pharmaceuticals
Harold K. Bowen - 221.00
Reimbursement of Preparation
and Payment of 2000 Income
Tax Return for Margaret M. Bowen
Corner, Rich, Kearney, Torchia Associates - 100.00
Medical Expense
Mobile X-Ray Imaging Inc. - 29.86
Medical Expense
Pennsylvania Dept of Revenue - 54.00
2001 Personal Income Tax Balance Due
TOTAL DEBTS OF DECEDENT.............................
FUNERAL EXPENSES
Harold K. Bowen -
Reimbursement of Expenses for
Funeral Expense of Margaret M. Bowen
225.00
Musselman Funeral Home, Inc. -
Funeral Expense
4,818.00
James Gingrich Memorials -
Inscription Work
75.00
TOTAL FUNERAL EXPENSES..............................
15
458.67
5,118.00
03/02/01
03/15/01
03/22/01
10/18/01
04/10/02
04/16/01
10/18/01
ADMINISTRATION EXPENSES
U S Post Office - Carlisle -
Postage for Notification to
Dept of Public Welfare
Cumberland County Register of wills -
3 Short Certificates
Milspaw & Beshore -
Reimbursement for petition for Letters,
Short Certificate and Cost of Advertising
and Proof of Publication
Cumberland County Law Journal
Cumberland County Register of wills -
Filing PA Inheritance Tax Return
and Inventory
Larry B. Shoop, CPA -
Professional Services for
Final Income Tax Return
3.74
9.00
412.00
40.00
185.00
TOTAL ADMINISTRATION EXPENSES.......................
FEDERAL AND STATE TAXES
Cumberland County Register of wills -
Payment on State Inheritance Tax
Cumberland County Register of wills -
State Inheritance Tax Balance Due
29,700.00
11,192.27
TOTAL FEDERAL AND STATE TAXES.......................
RESERVES
Allfirst Trust Company of PA, NA -
Executor's Fee
Cumberland County Register of wills -
Filing Fee
Milspaw & Beshore -
Attorney's Fee
16,500.00
500.00
16,500.00
TOTAL RESERVES. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
TOTAL DISBURSEMENTS OF PRINCIPAL................ ....
16
649.74
40,892.27
33,500.00
80,618.68
PRINCIPAL BALANCE ON HAND
Description
Current Value Fiduciary
Acquisition
or as Noted Value
ARK Money Market Portfolio
281,929.27 281,929.27
281,929.27 281,929.27
17
CHANGES IN INVESTMENT HOLDINGS - PRINCIPAL
$1,025.73 Allfirst Bank Certificate
of Deposit 5.1% due 6/20/01
01/25/01
06/22/01
inventoried
sold
$1,012.85 Allfirst Bank Certificate
of Deposit 5.1% due 8/17/01
01/25/01
08/20/01
inventoried
sold
$10,000 Allfirst Bank Certificate of
Deposit 6.49% due 11/26/01
01/25/01
11/28/01
inventoried
sold
$10,161.46 Allfirst Bank Certificate
of Deposit 6.49% due 11/24/01
01/25/01
11/28/01
inventoried
sold
$10,000 Allfirst Bank Certificate of
Deposit 6.39% due 3/29/02
01/25/01
04/18/02
inventoried
sold
18
Cost
1,025.73
(1,025.73)
0.00
--------------
--------------
1,012.85
(1,012.85)
0.00
--------------
--------------
10,000.00
(10,000.00)
0.00
--------------
--------------
10,161. 46
(10,161.46)
0.00
10,000.00
(10,000.00)
0.00
--------------
--------------
$10,000 Allfirst Bank Certificate of
Deposit 4.91% due 5/9/01
01/25/01
05/10/01
inventoried
sold
$10,322.68 Allfirst Bank Certificate
of Deposit 6.35% due 6/24/01
01/25/01
06/26/01
inventoried
sold
$10,000 Cumberland County
Presbyterian Homes Bond 6% due
12/1/26
01/25/01
OS/23/01
inventoried
sold
$10,000 Dauphin County PA Bond 6.15%
due 8/1/09
01/25/01
OS/22/01
inventoried
sold
$100.26 Members First Federal Credit
Union Certificate of Deposit
#199194-00
01/25/01
03/30/01
inventoried
sold
$10,105.77 PNC Bank Certificate of
Deposit #31200156118
01/25/01
03/29/01
inventoried
sold
10,000.00
(10,000.00)
0.00
10,322.68
(10,322.68)
0.00
10,181. 38
(10,181.38)
0.00
--------------
--------------
10,075.08
(10,075.08)
0.00
--------------
--------------
100.26
(100.26)
0.00
10,105.77
(10,105.77)
0.00
19
$10,208.99 PNC Bank Certificate of
Deposit #31200199051
01/25/01
03/29/01
inventoried
sold
10,208.99
(10,208.99)
0.00
--------------
--------------
$100 US Savings Bond Series EE dated
10/10/1984
01/25/01
03/01/01
inventoried
sold
135.12
(135.12)
0.00
--------------
--------------
$100 US Savings Bond Series EE dated
10/10/1984
01/25/01
03/01/01
inventoried
sold
13 5.12
(135.12)
0.00
--------------
--------------
$100 US Savings Bond Series EE dated
10/11/1983
01/25/01
03/01/01
inventoried
sold
147.64
(147.64)
0.00
$100 US Savings Bond Series EE dated
10/11/1983
01/25/01
03/01/01
inventoried
sold
147.64
(147.64)
0.00
$100 U S Savings Bond Series EE
dated 3/28/1985
01/25/01
03/01/01
inventoried
sold
129.88
(129.88)
0.00
20
$100 U S Savings Bond Series EE
dated 3/28/1985
01/25/01
03/01/01
inventoried
sold
129.88
(129.88)
0.00
$100 U S Savings Bond Series EE
dated 4/30/1984
01/25/01
03/01/01
inventoried
sold
141. 40
(141.40)
0.00
$100 U S Savings Bond Series EE
dated 4/30/1984
01/25/01
03/01/01
inventoried
sold
141. 40
(141.40)
0.00
$100 U S Savings Bond Series EE
dated 5/6/1985
01/25/01
03/01/01
inventoried
sold
129.88
(129.88)
0.00
$100 U S Savings Bond Series EE
dated 5/6/1985
01/25/01
03/01/01
inventoried
sold
129.88
(129.88)
0.00
$100 U S Savings Bond Series EE
dated 5/25/1984
01/25/01
03/01/01
inventoried
sold
138.72
(138.72)
0.00
21
$100 U S Savings Bond Series EE
dated 5/25/1984
01/25/01
03/01/01
inventoried
sold
138.72
(138.72)
0.00
--------------
--------------
$100 U S Savings Bond Series EE
dated 6/18/1984
01/25/01
03/01/01
inventoried
sold
138.72
(138.72)
0.00
--------------
--------------
$100 U S Savings Bond Series EE
dated 6/18/1984
01/25/01
03/01/01
inventoried
sold
138.72
(138.72)
0.00
$100 U S Savings Bond Series EE
dated 8/3/1983
01/25/01
03/01/01
inventoried
sold
147.64
(147.64)
0.00
--------------
--------------
$100 U S Savings Bond Series EE
dated 8/3/1983
01/25/01
03/01/01
inventoried
sold
147.64
(147.64)
0.00
--------------
--------------
$100 US Savings Bond Series EE dated
8/27/1985
01/25/01
03/01/01
inventoried
sold
127.32
(127.32)
0.00
--------------
--------------
22
$100 US Savings Bond Series EE dated
8/27/1985
01/25/01
03/01/01
inventoried
sold
127.32
(127.32)
0.00
$100 U S Savings Bond Series EE
dated 8/28/1984
01/25/01
03/01/01
inventoried
sold
135.12
(135.12)
0.00
$100 U S Savings Bond Series EE
dated 8/28/1984
01/25/01
03/01/01
inventoried
sold
13 5.12
(135.12)
0.00
$100 U S Savings Bond Series EE
dated 9/25/1984
01/25/01
03/01/01
inventoried
sold
135.12
(135.12)
0.00
$100 U S Savings Bond Series EE
dated 9/25/1984
01/25/01
03/01/01
inventoried
sold
135.12
(135.12)
0.00
--------------
--------------
$10,000 York County Hospital
Authority Bond 6.4% due 4/1/15
01/25/01
OS/23/01
inventoried
sold
10,132.72
(10,132.72)
0.00
23
$2,000 US Savings Bonds Series HH
dated 1/90
01/25/01
08/03/01
inventoried
sold
2,000.00
(2,000.00)
0.00
$20,191.57 PNC Bank Certificate of
Deposit #31600178102
01/25/01
03/29/01
inventoried
sold
20,191.57
(20, 191.57)
0.00
$30,000 Members First Federal
Credit Union Certificate of Deposit
#199194-40
01/25/01
03/30/01
inventoried
sold
30,000.00
(30,000.00)
0.00
$5,000 Allfirst Bank Certificate of
Deposit 6.35% due 8/27/01
01/25/01
08/29/01
inventoried
sold
5,000.00
(5,000.00)
0.00
--------------
--------------
$5,000 Butler Co PA Hosp Authority
Bonds 8% due 2/1/22
01/25/01
OS/22/01
inventoried
sold
5,031.11
(5,031.11)
0.00
$50 US Savings Bond Series EE dated
6/13/1983
01/25/01
03/01/01
inventoried
sold
75.82
(75.82)
0.00
24
$50 US Savings Bond Series EE dated
6/13/1983
01/25/01
03/01/01
inventoried
sold
75.82
(75.82)
0.00
$50 US Savings Bond Series EE dated
6/13/1983
01/25/01
03/01/01
inventoried
sold
75.82
(75.82)
0.00
$50 US Savings Bond Series EE dated
6/13/1983
01/25/01
03/01/01
inventoried
sold
75.82
(75.82)
0.00
$60,000 Allfirst Bank Certificate of
Deposit 6.49% due 11/26/01
01/25/01
11/28/01
inventoried
sold
60,000.00
(60,000.00)
0.00
$62,131.64 Allfirst Bank Certificate
of Deposit 7.54% due 9/3/01
01/25/01
09/06/01
inventoried
sold
62,131.64
(62,131.64)
0.00
Charter Municipal Mortgage
Acceptance Co.
01/25/01
OS/22/01
1,431 units inventoried
(l,431)units sold
5,782.00
(5,782.00)
o
0.00
25
RECEIPTS OF INCOME
INTEREST
$1,025.73 Allfirst Bank Certificate of
Deposit 5.1% due 6/20/01
06/22/01
20.94
$1,012.85 Allfirst Bank Certificate of
Deposit 5.1% due 8/17/01
08/20/01
08/20/01
13.02
16.20
29.22
$10,000 Allfirst Bank Certificate of
Deposit 6.49% due 11/26/01
11/28/01
560.16
$10,161.46 Allfirst Bank Certificate of
Deposit 6.49% due 11/24/01
11/28/01
557.61
$10,000 Allfirst Bank Certificate of
Deposit 6.39% due 3/29/02
03/07/01
OS/29/01
08/29/01
11/29/01
03/29/02
57.78
157.56
163.60
166.24
235.98
781.16
$10,000 Allfirst Bank Certificate of
Deposit 4.91% due 5/9/01
03/23/01
05/10/01
79.37
60.54
139.91
$10,322.68 Allfirst Bank Certificate of
Deposit 6.35% due 6/24/01
06/26/01
06/26/01
108.83
165.22
274.05
26
$10,000 Cumberland County Presbyterian
Homes Bond 6% due 12/1/26
07/05/01
$10,000 Dauphin County PA Bond 6.15%
due 8/1/09
07/05/01
$100.26 Members First Federal Credit
Union Certificate of Deposit #199194-00
03/07/01
03/30/01
$10,105.77 PNC Bank Certificate of
Deposit #31200156118
03/29/01
$10,208.99 PNC Bank Certificate of
Deposit #31200199051
03/29/01
$10,000 York County Hospital Authority
Bond 6.4% due 4/1/15
07/05/01
$20,191.57 PNC Bank Certificate of
Deposit #31600178102
03/29/01
$30,000 Members First Federal Credit
union Certificate of Deposit #199194-40
03/01/01
03/30/01
$5,000 Allfirst Bank Certificate of
Deposit 6.35% due 8/27/01
03/23/01
08/29/01
206.67
205.00
158.33
0.48
158.81
90.04
93.35
220.44
173.77
175.30
11.30
186.60
80.03
107.83
187.86
27
$5,000 Butler Co PA Hosp Authority
Bonds 8% due 2/1/22
07/05/01
07/05/01
126.67
6.67
$60,000 Allfirst Bank Certificate of
Deposit 6.49% due 11/26/01
11/28/01
$62,131.64 Allfirst Bank Certificate of
Deposit 7.54% due 9/3/01
09/06/01
Allfirst Bank Checking Account
#0016760433
03/26/01
Allfirst Bank MFA Account #0098176323
03/23/01
ARK Money Market Portfolio
04/02/01
05/01/01
06/01/01
07/02/01
08/01/01
09/04/01
10/01/01
11/01/01
12/03/01
01/02/02
02/01/02
03/01/02
04/01/02
05/01/02
44.80
288.76
319.41
418.02
533.26
518.80
601. 42
521.55
429.41
535.27
513.56
450.64
467.74
457.70
Charter Municipal Mortgage Acceptance Co.
07/05/01
Evergreen US Government Money Market
07/05/01
28
133.34
3,361.01
1,672.33
2.36
17.10
6,100.34
393.53
183.23
First Union Checking Account
#3083366655087
05/02/01
Waypoint Bank Checking Account
#1055311901
03/27/01
TOTAL INTEREST INCOME.....................
OTHER INCOME
Closing Interest on Sale of
Various U S Savings Bonds Series EE
03/01/01
TOTAL OTHER INCOME........................
TOTAL RECEIPTS OF INCOME..................
29
70.60
39.52
15,858.95
--------------
--------------
25.52
25.52
--------------
--------------
15,884.47
--------------
--------------
04/09/02
04/09/02
05/14/02
DISBURSEMENTS OF INCOME
Internal Revenue Service -
Fiduciary Income Tax Balance Due
3,199.00
Pennsylvania Dept of Revenue -
Fiduciary Income Tax Balance Due
451.00
Allfirst Trust Company of PA, NA -
Commission on Income
759.28
TOTAL DISBURSEMENTS OF INCOME..................
30
4,409.28
Description
INCOME BALANCE ON HAND
Current Value
or as Noted
ARK Money Market Portfolio
11,475.19
11,475.19 11,475.19
11,475.19
31
Fiduciary
Acquisition
Value
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
H. Franklin Baker
Principal and Income Cash -
as per Item IV D of the Last will
and Testament of Margaret M. Bowen,
Deceased, 1/7 of 20% of Residue
Bethesda Mission
Principal and Income Cash -
as per Item IV B of the Last will
and Testament of Margaret M.
Bowen, Deceased, 10% of Residue
David G. Bowen
Principal and Income Cash -
as per Item IV D of the Last will
and Testament of Margaret M. Bowen,
Deceased, 1/7 of 20% of Residue
Harold K. Bowen
Principal and Income Cash -
as per Item IV C of the Last will
and Testament of Margaret M. Bowen,
Deceased, 60% of Residue
H. Kenneth Bowen
Principal and Income Cash -
as per Item IV D of the Last will
and Testament of Margaret M. Bowen,
Deceased, 1/7 of 20% of Residue
32
Current Value
or as Noted
8,382.98
8,382.98
29,340.45
29,340.45
8,382.98
8,382.98
176,042.68
176,042.68
8,382.98
8,382.98
Fiduciary
Acquisition
Value
8,382.98
8,382.98
29,340.45
29,340.45
8,382.98
8,382.98
176,042.68
176,042.68
8,382.98
8,382.98
Fairview Bethel Church of God
Principal and Income Cash -
as per Item IV A of the Last will
and Testament of Margaret M.
Bowen, Deceased, 10% of Residue
29,340.45
29,340.45
29,340.45 29,340.45
Marion Fettro
Principal and Income Cash -
as per Item IV D of the Last will
and Testament of Margaret M. Bowen,
Deceased, 1/7 of 20% of Residue
8,382.98
8,382.98
8,382.98 8,382.98
Judith C. Lenk
Principal and Income Cash -
as per Item IV D of the Last will
and Testament of Margaret M. Bowen,
Deceased, 1/7 of 20% of Residue
8,382.98
8,382.98
8,382.98 8,382.98
Arlene B. Peffer
Principal and Income Cash -
as per Item IV D of the Last will
and Testament of Margaret M. Bowen,
Deceased, 1/7 of 20% of Residue
8,382.99
8,382.99
8,382.99 8,382.99
Velma Weaver
Principal and Income Cash -
as per Item IV D of the Last will
and Testament of Margaret M. Bowen,
Deceased, 1/7 of 20% of Residue
8,382.99
8,382.99
8,382.99
8,382.99
293,404.46
293,404.46
--------------
--------------
33
AFFIDAVIT
Allfirst Trust Company of Pennsylvania, NA, Executor under the Last
Will and Testament of MARGARET M. BOWEN, deceased, hereby declares under oath
that it has fully and faithfully discharged the duties of its office; that the
foregoing Account is true and correct and fully discloses all significant
transactions occurring during the accounting period; that all known claims
against the estate have been paid in full; that, to its knowledge, there are no
claims now outstanding against the Estate; that all taxes presently due from the
estate have been paid; and that more than four months have elapsed since the
first complete advertisement of the granting of letters in this estate.
Allfirst Trust Company of Pennsylvania, NA, Executor
By, 4;uL~
Doris L~ Trostle, Trust Officer
Subscribed and sworn to
J)or;s L. T~os>H'€-
17
before me this
of ~a~ 2002.
~~ 2,k~
Nota~ Public
day
Notarial Seal
Gwendolyn E. Killian, Notary Public
Cartlsle Boro, Cumberland County
My Commission Expires Nov. 22, 2004
Member, Pennsylvania Association of Notaries
34
0V
D\f-.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Margaret A. Bowen
Date of Death:
2001-~~
January 25,
2001
Will No.
Admin. No.
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 x No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
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 X No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and maYJjbe ~attaChe~ t~o thi~report.
Date: 12/17/02 11./t~ ..4LL---
S '-gn ~re ,. .--
Marvin Beshore, Esquire
Name (Please type or print)
130 State Street, Harrisburg PA 17101
Address
(717) 236-0781
Te 1. No.
!)~
/f 0 't--
~ (MAH:rmf/AM3)
Capacity: Personal Representative
xx Counsel for personal
representative
JRD/June 30, 1992/17858
In Re: Estate of Margaret M. Bowen
Late of Hampden Township
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-2001-0209
NO. 21-2001-0209
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative: Marvin Beshore, Esquire
Date of Decedent's Death: 01-25-2001
Date of Delinquency Notice: 12-06-2002
The undersigned Donna M. Otto, Register of Wills, in accordance with Rule 6.12,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 12-06-, 2002, and that the ten (10)
day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the
Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Date: 02-03-2003
~
I.
Donna M. Otto, Register of Wills
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
3---.;& -03 7:3 p
A hearing is scheduled for at in Courtroom No.3. If the Status Report is filed
prior to the hearing date, the hearing will automatically be canc
.~-tl~ GOOf
~?r^~ C\---
Cumberland County - Register Of Wills
Hanover and High Street
Carlislel PA 17013
Phone: (717) 240-6345
Date: 12/06/2002
ALLFIRST TRUST CO OF PA N A
2 WEST HIGH STREET
CARLISLE I PA 17013-2922
RE: Estate of BOWEN MARGARET M
File Number: 2001-00209
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO.
103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after
July 11 19921 the personal representative or his counsell within two
(2) years of the decedent's deathl shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 1/25/2003
Your prompt attention to this matter will be appreciated.
Thank You.
SincerelYI
~lJ/fJ:6/d))d/~
MARY C. LEWIS ~~~J)~~
REGISTER OF WILLS ~;r
cc: .j File
Counsel
Judge
02/10/03 ION 09:51 FAX 2360791
I LSPAW & BESHORE
I
I4J 003
'--'
:'-__0"
~.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Margaret A. Bowen
Date of Death:
January 25~ 2001
Will No.
2001-0029
Admin. No.
Pursuant to Rule
Court Rules, I report the
the administration of th~
. .
6.12 qf the Supreme Court Orphans'
follo~ing wi~h respect to completion of
above~captioned estate:
. .
. .
. .
. .
, . .
. .
1. State whether adm+nistra~ion of the estate is complete:
Yes x No
. ,
,
2. If the answer is ~o,
representative reasonably belietes
complete:
state when the personal
that the administration will be
. !
3. If the answer to ~o. 1 i~ Yes, state the following:
i
i
a. Did the pers~nal representative file a final
account with the Court? yes X! No . :
, i .:
. I :
b. The s'epara te ! OrphanS.' Court No. (i f any) for
the personal representative's a~count ~s: .
I . .
. : 'l
. I . I
c. Did the pers~nal representative state an
account informally to the parti~s in interest? Yes No
. ! :
d. Copi~s of re~eipt5, !releases, joinders and
approvals of formal or informaliaccoun~s may be filed with the
::::.Of 1:::7:::hans. Court and raY~~~::~ ~rt.
Mt'llrvi n Beshore.l Esquire
Name (Please type or print)
ljO State Street, Harrisburg PA 17101
AddrElss
i7l?} 236-0781
Te 1 . ! No -
Capacity:
i
I
I
[
Personal Representative
xx
Counsel for personal
representative
(MAH:x-mf/AM3)
02/10/03 MON 09:51 FAX 2360791
M~LSPAW & ~ESHORE
III 004
',-.'
" "
--~
. .
. .
MARVI~ BESHORE
. Atto~ey at Law '
130 STATE STREET, P.O.iBOX 946
HARRISBURp, PA 17H)S-0946
Email: mbc.'ihllh:@mbluwfirm.<::om
Telephone~ (717) 236-0781
Fax: (717) 23~791
i
I !
Decem~ 16, 200~
,
,
Ms. Mary C. Lewis
Register of Wills
Cumberland County
Hanover and High Street
Carlisle, PA 17013
Re:
,
Margaret A. Bowen, ~ed
File No.: 2001 ~00209 i
!
Dear Ms. Lewis,
;
i
I
. I
. . I I
Enclosed is the Status Report .pursuant ito Rule 6.12 for the Estate of Margaret A. Bowen.
1 .
Thank you for your assistance.
. i
;
1
i
i
!
i
!
I
I
I
MB.ch I .,
- . I . i
Enclosure . I i
cc: Thomas E. Morkin, Vice President Allflrst Trust :~o. of P NNA (w/encl)
. I .!
. ,
. ,
. · . I i
I
I
I
I
I
I
. ,
,
. ;
i
, f
. !
02/10/03 MON 09:51
FAX 2360791 MILSPAW & BESHORE
Cuml.'-....rland County - Regi1ter Of -'7ills
'-_ Hanover and High Street,--./
carlisle!, PA 17013
Phone: (7tL 7) 240':'6345
! :
141 002
Date: 12/06/2002
BESHORE MARVIN ESQ
130 STATE ST
POBOX 946
HARRISBURG, PA 17108-0946
, ;
, i
,
I
i
I
I
I
I
I
i
i
I
It has come to my atteqtion ~hat you have not filed the Status
Report by Personal Representativei (Rule 6 .12) in the above captioned
estate. '
I
~s per the AMENDMENTS TO SUPREME CdURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NOi, 1, fci~, decedents dying on or after
July 1, 1992, the personal repres~ntativ~ or his counsel, within two
(2) years of the decedent I s deathl, shall; file with the Register of
Wills a Status Report of complete~ or un~ompleted administration.
I ';
This filing will become delihquenton: 1/25/2003
Your prompt attention t~ thi~ matter will be apprecip.ted.
RE: Estate of BOWEN MARGARET.M
File Number: 2001-00209
Dear Sir/Madam:
Thcirik You.
9incerely,
~JJ/.th-~
MARY C. LEWIS
:aEGISTER OF WILLS
cc: ,File
VPersonal Representative(s)
Judge
. i
, ;
~,ENDER: COMPLETE THIS SECTION
f
. Complete items 1, 2, and 3. Also complete
item 4 if Restricted Delivery is desired.
. Print your name and address on the reverse
so that we can return the card to you.
. Attach this card to the back of the mail piece,
or on the front if space permits.
1. Article Addressed to:
1r~. &9I4tL ~"
/t30.~ .P..LfY!:- Vi
/t2~ ~5/~'
/;;~/I/LuJ~1 P?0
(/' 17 /tf.qlf~
2. Article Number
(rransfer from service label)
PS Form 3811, August 2001
B. Received by ( Prijted f'1ame)
tJi2 V IN '6u!11AY
D. Is delivery address different fro i
If YES, enter delivery address be
3. Serv~e Type
ld"6ertified Mail
D Registered
D Insured Mail
D Express Mail
D Return Receipt for Merchandise
DC.a.D.
4. Restricted Delivery? (Extra Fee)
DYes
7001 2510 0006 5862 2061
102595.02.M.0835
Domestic Return Receipt
U.S. Postal Service
CERTIFIED MAIL RECEIPT
..fDomestic Mail Only; No Insurance Coverage Provided)
...-"l
~
a
ru
ru
~
cO
Lf'J
Postage $
Certified Fee
~
Cl
Cl
Cl
Return Receipt Fee
(Endorsernent Required)
Restricted Deiivery Fee
(Endorsernent Required)
a
...-"l
Lf'J
ru
Total Postage & Fees $
...-"l
a
a
('-
Postmark
Here
REV-1500 EX + (6-00)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
D
E
C
E
D
E
N
T
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME(LAST, FIRST, AND MIDDLE INITIAL)
Bowen Mar aret M.
DATE OF DEATH (MM-DD-YEAR)
COUNTY CODE YEAR
SOCIAL SECURITYNUMBER
201-18-7732
THIS RETURN MUST BE ALEDIN DUPLICATE WITH THE
01/25 2001 04/14 1909
IF APPLICABLE SURVIVING SPOUSE'S NAME LAST, FIRST, AND MIDDLE INITIAL
OFFICIAL USE ONLY
2001-00209
NUMBER
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
X 1. Original Return 2. Supplemental Return
CAPB 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82)
HpRL X 6. Decedent Died Testate 7. Decedent Maintained a Living Trust
EplO
CRAC (Attach copy of Will) (Attach copy of Trust)
KOTK 09. 010.
ES litigation Proceeds Received Spousal Poverty Credit
3 date of death
. Remainder Return prior to 12~ 13-82)
5. Federal Estate Tax Return Required
1 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A)
(Attach Sch 0)
P NAME COMPLETE MAILING ADDRESS
C
0 0 Thomas Morkin
R N FIRM NAME (If Applicable)
R D 8 West High Street
E E A11first Trust Com an of PA, NA Carlisle, PA 17013
S N
T TELEPHONE NUMBER
R
E
C
A
P
I
T
U
L
A
T
I
o
N
240-6 0
Real Estate (Schedule A)
Stocks and Bonds (SChedule B)
Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
OFFICIAL USE ONLY
(8) 439,534.79
(11) 39.247.41
(12) 400,287.38
(13) 62.400.76
(14) 337,886.62
(15)
(16)
(17)
(18)
(19)
0.00
0.00
32,910.23
9.545.20
42,455.43
(1)
(2)
(3)
None
41,519.94
None
(4)
(5)
None
309,731.25
(6)
9,931.59
78,352.01
39,063.74
183.67
C
o
M
P
T U
A T
X A
T
I
o
N
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116{a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
0.00
0.00
274,251. 94
63,634.68
x
X
X
X
.0 0
045
.12
.15
Copyright (c) 2000 form software only The Lackner Group, Inc.
FormREV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
275 Shauffnertown Road
CITY I STATE I ZIP
New Cumberland PA 17070
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
42,455.43
0.00
29,700.00
1,563.16
Total Credos ( A + B + C) (2)
31,263.16
3. Interest/Penalty if applicable
D. Interest
E. Penalty
n!,""
Total Interest/Penalty ( 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)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA This is the BALANCE DUE. (5B)
Make Check Payable to: .. REGISTER OF WILLS, AGENT
. . .,'. i!!!!!i! !:!::':':.,.. :" :!!!!!:!!:!!i!i!!i!:!i!iIi:i!i!!i!i!!!:i:!i: :n:i~;], :! '!!!!ji!1!imj]ii!i]!i!!!!!!!!!!:!!:!~H~iijj:!,: : :.':':"~'::;~;,;::;!;:::r;i!!11i:i::::i:ii
!!i::!!i1 ,fj!!i!!!!!!:!!::::::::::::::::::::::::;;::;Jimm:::mmm:::,;i:::!i:::: _ :::::i:::i;::,;::::::imi!;,::::;mwiii!iiih:I!!!i!iiW!i!!::::::
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; ~ ~Xi
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 10r life 01 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? . . .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? .' , . . . . .
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? . ,
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
0.00
0.00
11,192.27
0.00
11,192.27
Jmfilllll
o
o
o
rn
rn
rn
Under penaltIes 01 perjury, I detlare that I have examined thIs return, including accompanying schedules and statements, and to the best of my knowledge and belief, It is true,
e. eciaration of preparer other than the rsonal representilltlve Is based on all information of which preparer has any knowledge.
PER ON S FOR FILING RUN
A11first Trust Company of PA, NA
_ _ _~ _ \l~_s_t: _ !l}}~I1_ _s.t:~~_"-t: _ _ _ _ _ _ _ _ _ _ _ _ _. _ _ _ _ - - - - - - -. --
Carlisle, PA 17013
DATE
/0/;</10 J
DA.TE
-----------------------------------------------------
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% [72 P.S. 9116 (a) (1.1) (iJ].
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. 9116 (a) (1.1) om, 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 atter July 1, 2000:
The tax rate imposed on the net value of trans1ers from a deceased child twenty-one 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% [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%, except as noted in 72 P.S. 9116(1.2)
(72 P.S. 9116(aXl)].
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. 9116(aX1.3)]. 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.
Copyright {c}ZOOO form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
REV-1502 EX t (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Margaret M. Bowen SS# 201-18-7732 01/25/2001 2001-00209
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or seU, both having reasonable
knowledae of the relevant facts. Real property which is iointly-owned with riaht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
SCHEDULE A
REAL ESTATE
TOTAL (Also enter on line 1, Recapitulation) $ 0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97)
REV~ 1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
Margaret M. Bowen
SSfj 201-18-7732
01/25/2001
2001-00209
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE
NUMBER OF DEATH
1 $10,000 Dauphin County PA Bond 6.15% due 8/1/09 10,075.08
Accrued Interest 297.25
2 $10,000 Cumberland County Presbyterian Homes Bond 6% 10,181. 38
due 12/1/26
Accrued Interest 90.00
3 $100 U.S. Savings Bond Series EE dated 04/30/1984 141. 40
4 $100 U.S. Savings Bond Series EE dated 04/30/1984 141. 40
5 $100 U.S. Savings Bond Series EE dated OS/25/1984 138.72
6 $100 U.S. Savings Bond Series EE dated OS/25/1984 138.72
7 $100 U.S. Savings Bond Series EE dated 08/28/1984 135.12
8 $100 U.S. Savings Bond Series EE dated 08/03/1983 147.64
9 $100 U.S. Savings Bond Series EE dated 08/03/1983 147.64
10 $100 U.S. Savings Bond Series EE dated 06/18/1984 138.72
11 $100 U.S. Savings Bond Series EE dated 05/06/1985 129.88
12 $100 U.S. Savings Bond Series EE dated 05/06/1985 129.88
13 $100 U.S. Savings Bond Series EE dated 09/25/1984 135.12
14 $100 U.S. Savings Bond Series EE dated 09/25/1984 135.12
15 $100 U.S. Savings Bond Series EE dated 03/28/1985 129.88
16 $100 U.S. Savings Bond Series EE dated 03/28/1985 129.88
17 $100 U.S. Savings Bond Series EE dated 06/18/1984 138.72
18 $100 U.S. Savings Bond Series EE dated 08/28/1984 135.12
19 $100 U.S. Savings Bond Series EE dated 08/27/1985 127.32
20 $100 U.S. Savings Bond Series EE dated 08/27/1985 127.32
Total of Continuation Schedu1e(s) 18,428.63
TOTAL (Also enter on line 2, Recapitulation) 41,519.94
(If more space is needed, insert additional sheets of the same size)
CopyrIght (c) 1996 form software only CPSystems, Inc.
Form REV-1503 EX (Rev. 1-97)
Estate of: Margaret M. Bowen
Soc Sec #: 201-18-7732
Date of Death: 01/25/2001
Continuation of Schedule B
(Stocks and Bonds)
Item
11
Description
Unit
Value
Value at Date
of Death
21 $100 U.S. Savings Bond Series EE dated 10/10/1984
22 $100 U.S. Savings Bond Series EE dated 10/10/1984
23 $100 U.S. Savings Bond Series EE dated 10/11/1983
24 $100 U.S. Savings Bond Series EE dated 10/11/1983
25 $10,000 York County Hospital Authority Bond 6.4% due
4/1/15
Accrued Interest
26 $2,000 U.S. Savings Bonds Series HH dated 01/90
27 $5,000 Butler Co. PA Hospital Authority Bonds 8% due
2/1/22
Accrued Interest
28 $50 U.S. Savings Bond Series EE dated 06/13/1983
29 $50 U.S. Savings Bond Series EE dated 06/13/1983
30 $50 U.S. Savings Bond Series EE dated 06/13/1983
31 $50 U.S. Savings Bond Series EE dated 06/13/1983
135.12
135.12
147.64
147.64
10,132.72
202.67
2,000.00
5,031.11
193.33
75.82
75.82
75.82
75.82
18,428.63
REV-1504 EX.. (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Margaret M. Bowen
SCHEDULE C
CLOSELY-HELD CORPORATION,
PARTNERSHIP or SOLE-PROPRIETORSHIP
55f! 201-18-7732
01/25/2001
FILE NUMBER
2001-00209
Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent,
other than a sOle-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships.
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
TOTAL (Also enter on line 3, Recapitulation) $ 0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1504 EX (Rev. 1-97)
REV-1507 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mar~aret M. Bowen
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
SSff 201-18-7732
01/25/2001
FILE NUMBER
2001-00209
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
TOTAL (Also enter on line 4, Recapitulation) SO. 00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1507 EX (Rev, 1-97)
REV-1508 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Margaret M. Bowen
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SSff 201-18- 7732
FILE NUMBER
2001-00209
01/25/2001
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
10
11
12
13
DESCRIPTION
$1,012.85 A11first Bank Certificate of Deposit 5.100% due 8/17/01
Accrued Interest
VALUE AT DATE
OF DEATH
1,012.85
9.91
2
$1,025.73 A1lfirst Bank Certificate of Deposit 5.100% due 6/20/01
Accrued Interest
1,025.73
5.31
3
$10,105.77 PNC Bank Certificate of Deposit #31200156118
Accrued Interest
10,105.77
46.49
4
$10,000 A1lfirst Bank Certificate of Deposit 4.910% due 5/09/01
Accrued Interest
10,000.00
22.87
5
$10,322.68 Al1first Bank Certificate of Deposit 6.350% due
6/24/01
Accrued Interest
113.14
10,322.68
6
$10,000 A11first Bank Certificate of Deposit 6.390% due 3/29/02
Accrued Interest
10,000.00
101. 54
7
$10,161.46 Al1first Bank Certificate of Deposit 6.490% due
11/24/01
Accrued Interest
10,161. 46
3.61
8
$10,000.00 A1lfirst Bank Certificate of Deposit 6.490% due
11/26/01
Accrued Interest
10,000.00
163.59
9
$100.26 Members First Federal Credit Union Certificate of Deposit
ff199194-00
Accrued Interest
100.26
0.19
$10,208.99 PNC Bank Certificate of Deposit #31200199051
Accrued Interest
10,208.99
32.79
$20,191.57 PNC Bank Certificate of Deposit #31600178102
Accrued Interest
20,191.57
54.52
$30,000 Members First Federal Credit Union Certificate of
Deposit #199194-40
Accrued Interest
30,000.00
135.72
$5,000 Allfirst Bank Certificate of Deposit 6.350% due
8/27/01
Accrued Interest
5,000.00
79.16
Total of Continuation Schedule(s)
180,833.10
TOTAL (Also enler on line 5. Recapnulalion) S 309,731.25
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-15G8 EX (Rev. 1-97)
Estate of: Margaret M. Bowen
Soc See #: 201-18-7732
Date of Death: 01/25/2001
Item
If
Continuation of Schedule E
(Cash, Bank Deposits & Miscellaneous Personal Property)
Description
Value at Date
of Death
14
$60,000.00 A11first Bank Certificate of Deposit 6.490% due
11/26/01
Accrued Interest
981. 50
60,000.00
15
$62,131.64 A11first Bank Certificate of Deposit 7.540% due
9/03/01
Accrued Interest
62,131. 64
1,093.44
16
A11first Bank MFA Account #0098176323 - Date of Death Value
Accrued Interest
6,820.00
15.35
17
A11first Bank Checking Account #0016760433
Accrued Interest
1,821.38
0.63
18
Country Meadow Associates - Resident Refund
2,255.89
19
First Union Checking Account #3083366655087
Accrued Interest
23,310.61
25.87
20
Proceeds from 1,431 units Charter Municipal Mortgage Acceptance
Co.
Accrued Interest
5,782.00
393.53
21
Proceeds of Evergreen US Government Portfolio Money Market
Accrued Interest
11,132.61
13.85
22
Waypoint Bank Checking Account #1055311901
Accrued Interest
5,039.26
15.54
180,833.10
REV~ 1509 EX .. (1.97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Margaret M. Bowen
SCHEDULE F
JOINTL V-OWNED PROPERTY
SSfl 201-18-7732
01/25/2001
FILE NUMBER
2001-00209
If an asset was made joint within 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.
Harold K. Bowen
277 Shauffnertown Road Brother
New Cumberland, PA 17070
B.
H. Franklin Baker
334 Herman Avenue Nephew
Lemoyne, PA 17043
c.
H. Kenneth Bowen
275 Shauffnertown Road Nephew
New Cumberland, PA 17070
JOINTLY-OWNED PROPERTY,
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial Institution and bank DATE OF DEATH DECD'S VALUE OF
account number or sImilar Identifying number.
NUMBER TENANT JOINT Attach deed for Jointly~held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1 A 12/16/99 $10,209.05 PNC Bank 10,209.05 50.00% 5,104.52
Certificate of Deposit
p1000197940
Accrued Interest 12.08 50.00% 6.04
2 A 11/05/84 $100 U.S. Savings 132.48 50.00% 66.24
Bond Series EE dated
11/05/1984
3 A 11/05/84 $100 U. S. Savings 132.48 50.00% 66.24
Bond Series EE dated
11/05/1984
4 B 07/27/83 $100 U.S. Savings 151.64 50.00% 75.82
Bond Series EE dated
07/27/1983
5 B 07/27/83 $100 U.S. Savings 151.64 50.00% 75.82
Bond Series EE dated
07/27/1983
Tot' 1 of Contim ation Schedu1e(s) 4 536.91
TOTAL (Also enter on line 6, Recapitulation) S 9,931.59
(If more space is needed insert additional sheets of the same size)
Copyrlght(c) 1996 form software only CPSystems, Inc.
Form REV-1S09 EX (Rev. 1-97)
Estate of: Margaret M. Bowen
Sac See 11: 201-18-7732
Date of Death: 01/25/2001
Continuation of Schedule F
(Jointly Owned Property)
Item Ltr for Date Description of property Total Val Deeds Dollar Val of
11 Jt Ten Joint of Asset % Int Deeds Interest
6 D 10/22/85 $100 u.S. Savings Bond 127.32 50.00% 63.66
Series EE dated 10/22/1985
7 D 10/22/85 $100 U.S. Savings Bond 127.32 50.00% 63.66
Series EE dated 10/22/1985
8 D 06/18/85 $100 u.S. Savings Bond 129.88 50.00% 64.94
Series EE dated 06/18/1985
9 D 06/18/85 $100 U.S. Savings Bond 129.88 50.00% 64.94
Series EE dated 06/18/1985
10 A 04/26/83 $100 U.S. Savings Bond 155.80 50.00% 77 .90
Series EE dated 04/26/1983
11 A 04/26/83 $100 U.S. Savings Bond 155.80 50.00% 77 .90
Series EE dated 04/26/1983
12 A 12/17/84 $100 U.S. Savings Bond 132.48 50.00% 66.24
Series EE dated 12/17/1984
13 A 12/17/84 $100 U.S. Savings Bond 132.48 50.00% 66.24
Series EE dated 12/17/1984
14 C 05/16/83 $100 U.S. Savings Bond 151.64 50.00% 75.82
Series EE dated 05/16/1983
15 C 05/16/83 $100 U.S. Savings Bond 151. 64 50.00% 75.82
Series EE dated 05/16/1983
16 A 11/27/85 $100 U.S. Savings Bond 127.32 50.00% 63.66
Series EE dated 11/27/1985
17 A 11/27/85 $100 U.S. Savings Bond 127.32 50.00% 63.66
Series EE dated 11/27/1985
18 A 05/13/85 $100 U.S. Savings Bond 129.88 50.00% 64.94
Series EE dated 05/13/1985
19 A 05/13/85 $100 U.S. Savings Bond 129.88 50.00% 64.94
Series EE dated 05/13/1985
20 C 07/09/85 $100 U.S. Savings Bond 129.88 50.00% 64.94
Series EE dated 07/09/1985
Estate of: Margaret M. Bowen
Soc See #: 201-18-7732
Date of Death: 01/25/2001
Continuation of Schedule F
(Jointly Owned Property)
Item Ltr for Date Description of property
# Jt Ten Joint
Total Val
of Asset
Deeds Dollar Val of
% Int Deeds Interest
21 C 07/09/85 $100 U.S. Savings Bond 129.88 50.00% 64.94
Series EE dated 07/09/1985
22 A 01/14/85 $100 U.S. Savings Bond 132.48 50.00% 66.24
Series EE dated 01/14/1985
23 A 01/14/85 $100 U.S. Savings Bond 132.48 50.00% 66.24
Series EE dated 01/14/1985
24 D 02/28/85 $100 U.S. Savings Bond 129.88 50.00% 64.94
Series EE dated 02/28/1985
25 D 02/28/85 $100 U.S. Savings Bond 129.88 50.00% 64.94
Series EE dated 02/28/1985
26 A 12/16/85 $100 U.S. Savings Bond 127.32 50.00% 63.66
Series EE dated 12/16/1985
27 A 12/16/85 $100 U.S. Savings Bond 127.32 50.00% 63.66
Series EE dated 12/16/1985
28 D 07/10/84 $100 U.S. Savings Bond 138.72 50.00% 69.36
Series EE dated 07/10/1984
29 D 07/10/84 $100 U.S. Savings Bond 138.72 50.00% 69.36
Series EE dated 07/10/1984
30 D 09/25/85 $100 U.S. Savings Bond 127.32 50.00% 63.66
Series EE dated 09/25/1985
31 D 09/25/85 $100 U.S. Savings Bond 127.32 50.00% 63.66
Series EE dated 09/25/1985
32 C 09/12/83 $200 U.S. Savings Bond 295.28 50.00% 147.64
Series EE dated 09/12/1983
33 A 01/11/01 $5,280.26 Waypoint Bank 5,280.26 50.00% 2,640.13
Certificate of Deposit
11700003103
Accrued Interest 18.44 50.00% 9.22
-----------._-
4,536.91
CONTINUATION OF SCHEDULE F
IOINTI.. Y -OWNED PROPERTY
SURVIVING JOINT TENAi'IT(S)NAME
ADDRESS
D. David G. Bowen
275 Shaufli:1ertown Rd.
New Cumberland. P A 17070
~
RELATIONSHIP
Nephew
-.' .:~
REV-1510 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Margaret M. Bowen
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
SS# 201-18-7732
01/25/2001
FILE NUMBER
2001-00209
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
DESCRIPTION OF PROPERTY %OF
ITEM RELA~~8~~~I~ ~~ 'b~~~B~~TT~~J~~~~A;.~EJF 1-~~~SFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE)
Joint Ownership with
Harold K. Bowen:
1 $10,161.49 PNC Bank 10,161.49 3,000.00 7,161.49
Certificate of Deposit
1131000198960
Accrued Interest 26.40 26.40
Date opened: 10/10/2000
2 $10,067.23 First Union Bank 10,067.23 10,067.23
Certificate of Deposit
#247412041040668 due
08/03/2001
Accrued Interest 25.53 25.53
Date opened: 2/3/2000
3 $10,101.51 First Union Bank 10,101.51 10,101. 51
Certificate of Deposit
#247412041040674 due
08/03/2001
Accrued Interest 38.65 38.65
Dated opened: 2/3/2000
4 $50,791.87 First Union Bank 50,791.87 50,791. 87
Certificate of Deposit
#247412041346955
Accrued Interest 139.33 139.33
Date opened: 10/10/2000
TOTAL (Also enter on line 7, Recapitulation) $ 78,352.01
(If more space is needed, insert additional sheets of the same size)
Copyrlght(c) 1996 form software only CPSystems, Inc.
Form REV-1510 EX (Rev. 1-97)
REV~1511 EX +(1~97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Margaret M. Bowen
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
SSff 201-18-7732
01/25/2001
FILE NUMBER
2001-00209
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES,
Harold K. Bowen
Reimbursement of Funeral Expenses
225.00
2
James Gingrich Memorials - Inscription on Monument
75.00
3
Musselman Funeral Home Inc. - Funeral Expense
4,818.00
1.
ADMINISTRATIVE COSTS,
Personal Representative's Commissions
Name of Personal Representative(s) Allfirst Trust Company of PA, NA
Social Security Number{s) I EIN Number of Personal Representative(s)
Street Address 8 West High Street
City Carlisle State PA Zip 17013
16,500.00
Year(s) Commission Paid:
2.
3.
Attorney's Fees Milspaw & Beshore
Family E)(.emption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
16,500.00
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
Register of Wills
412.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Cumberland County Register of Wills - Cost of Three Short
Certificates
9.00
2
Harold K. Bowen - Reimbursement of Preparation and Payment of
2000 Income Tax Return
221. 00
3
U.S. Post Office - Carlisle Postage for Notification to
Department of Public Welfare
3.74
4
Reserve for Cost of Filing
300.00
TOTAL (Also enter on line 9, Recaoitulation) S 39,063.74
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1~97)
Estate of: Margaret M. Bowen
Soc Sec #: 201-18-7732
Date of Death: 01/25/2001
Continuation of Schedule H-B4
(Probate Fees)
Item
If
Description
Amount
1
Mi1spaw & Beshore - Reimbursement for Petition for Letters, Short
Certificats and Advertisement of Letters in the Cumberland Law
Journal
412.00
412.00
AEV-1S12 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHEAITANCETAX RETURN
RESIDENT DECEDENT
ESTATE OF
Margaret M. Bowen
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SS!! 201-18-7732
01/25/2001
FILE NUMBER
2001-00209
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Allfirst Bank - Safe Deposit Box Rental
AMOUNT
16.00
2
Conner-Rich-Kearney-Torchia Associates - Medical Expense
100.00
3
Country Meadow Associates
Pharmaceuticals
37.81
4
Mobile X-Ray Imaging Inc.
Medical Expense
29.86
TOTAL (Also enter on line 10, Recapitulation) $ 183.67
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV-1513 EX t{9-00)
ESTATE OF
Mar2aret M. Bowen
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
SSfl 201-18 - 7732
01/2512001
FILE NUMBER
2001-00209
RELATIONSHIP IO uECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(aX1.2)]
1 H. Franklin Baker
334 Herman Avenue
Lemoyne, PA 17043
Nephew 1/7 of 20%
share of
Residue
2
David G. Bowen
275 Shauffnertown Road
New Cumberland, PA 17070
Nephew
1/7 of 20%
share of
Residue
3
H. Kenneth Bowen
275 Shauffnertown Road
New Cumberland, PA 17070
Nephew
1/7 of 20%
share of
Residue
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON- TAXABLE DISTRIBUTIONS,
A, SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1
B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Fairview Bethel Church of God
878 Moore's Mountain Road
Lewisberry, PA 17339
10% share of
Residue
31,200.38
2
Bethesda Mission of Harrisburg, Inc.
PO Box 3041
Harrisburg, PA 17105
10% share of
Residue
31,200.38
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Copyrlght{c) 2000 form software only The Lackner Group, Inc.
62,400.76
Form REV-1513 EX (Rev. 9-00)
Estate of: Margaret M. Bowen
Sac Sec #: 201-18-7732
Date of Death: 01/25/2001
Item
#
Continuation of Schedule J, Part I
(Taxable Bequests)
Name and Address of Beneficiary
Relationship
Amount or
Share of Estate
4
Harold K. Bowen
277 Shauffnertown Road
New Cumberland, PA 17070
Brother
5
Marion Fettro
210 Herman Avenue
Lemoyne, PA 17043
Niece
6
Judith C. Lenk
4241 Nantucket Drive
Mechanicsburg, PA 17055
Niece
7
Arlene B. Peffer
1327 W. Goodhue Avenue
Anaheim, CA 92802
Niece
8
Velma Weaver
Box 165
East Waterford, PA 17021
Niece
60% share of
Residue and
J oint Property
and Transfers
1/7 of 20%
share of
Residue
1/7 of 20%
share of
Residue
1/7 of 20%
share of
Residue
1/7 of 20%
share of
Res idue
". .
REV-1514 EX t (9-00)
SCHEDULE K
LIFE ESTATE, ANNUITY
& TERM CERTAIN
Check Box 4 on Rev-1500 Cover Sheet
ESTATE OF FILE NUMBER
Margaret M. Bowen SS# 201-18-7732 01/25/2001 2001-00209
This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89,
actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found
in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89.
Indicate the type of instrument which created the future interest below and attach a copy to the tax return.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Copy #1
o Will
o Intervivos Deed of Trust
o Other
NAME(S) OF
LIFE TENANT(S)
NEAREST AGE AT
DATE OF BIRTH DATE OF DEATH
TERM OF YEARS LIFE ESTATE IS
PAYABLE
Term of Years
Term of Years
Term of Years
Term of Years
1. Value of fund from which life estate is payable
2. Actuarial factor per appropriate table
Interest table rate - D 3 1/2% D 6% D 10%
3. Value ollile estate (Line 1 multiplied by Line 2)
$
0.00
0.00000
D Variable Rate
0.0 %
$
0.00
NAME(S) OF
ANNUITANT(S)
DATE OF BIRTH
TERM OF YEARS ANNUITY IS
PAYABLE
Term of Years
Term of Years
Term of Years
Term of Years
1. Value of fund from which annuity is payable
2. Check appropriate block below and enter corresponding (number)
Frequency of payout - D Weekly (52) D Bi-weekly (26)
o Quarterly (4) 0 Semi-annually (2) 0 Annually (1)
3. Amount of payout per period
4. Aggregate annual payment, Line 2 multiplied by Line 3
5. Annuity Factor (see instructions)
Interest table rate - D 3 1/2% D 6% D 10% D Variable Rate
6. Adjustment Factor (see instructions)
7. Value of annuity - If using 3 1/2%, 6%, 10%, or if variable rate and period payout is at end of period,
calculation is: Line 4 x Line 5 x Line 6
If using variable rate and period payout is at beginning of period, calculation is:
(Line 4 x Line 5 x Line 6) + Line 3
0.00
o
o Monthly (12)
o Other ( )
0.00
0.00
0.0
%
0.0000
0.0000
0.00
0.00
NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of
this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13, 15, 16, 17 and 18.
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group. inc.
Form REV-1514 EX (Rev. 9-00)
REV.1514 EX + (9-00)
SCHEDULE K
LIFE ESTATE, ANNUITY
& TERM CERTAIN
Check Box 4 on Rev-1500 Cover Sheet
ESTATE OF FilE NUMBER
MarRaret M. Bowen SS# 201-18-7732 01/25/2001 2001-00209
This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89,
actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found
in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89.
Indicate the type of instrument which created the future interest below and attach a copy to the tax return.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Copy {12
o Will
o Intervivos Deed of Trust
o Other
NAME(S) OF
LIFE TENANT( S)
NEAREST AGE AT
DATE OF BIRTH DATE OF DEATH
TERM OF YEARS LIFE ESTATE IS
PAYABLE
Term of Years
Term of Years
Term of Years
Term of Years
1. Value of fund from which life estate is payable
2. Actuarial factor per appropriate table
Interest table rate - D 3 1/2% D 6% D 10%
3. Value of life estate (Line 1 multiplied by Line 2)
$
0.00
0.00000
D Variable Rate
0.0 %
$
0.00
NAME(S) OF
ANNUITANT(S)
NEAREST AGE AT
DATE OF BIRTH DATE OF DEATH
TERM OF YEARS ANNUITY IS
PAYABLE
Term of Years
Term of Years
Term of Years
Term of Years
1. Value of fund from which annuity is payable
2. Check appropriate block below and enter corresponding (number)
Frequency of payout - 0 Weekly (52) 0 Bi-weekly (26)
o Quarterly (4) 0 Semi-annually (2) 0 Annualiy(1)
3. Amount of payout per period
4. Aggregate annual payment, Line 2 multiplied by Line 3
5. Annuity Factor (see instructions)
Interest table rate - D 3 1/2% D 6% D 10% D Variable Rate
6. Adjustment Factor (see instructions)
7. Value of annuity - If using 3 1/2%, 6%, 10%, or jf variable rate and period payout is at end of period,
calculation is: Line 4 x line 5 x Line 6
If using variable rate and period payout is at beginning of period, calculation is:
(Line 4 x line 5 x Line 6) + Line 3
0.00
o Monthly (12)
OOthe,( )
o
0.00
0.00
0.0
%
0.0000
0.0000
0.00
0.00
NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of
this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13, 15, 16, 17 and 18.
(It more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lack:ner Group, tnc.
Form REV-1514 EX (Rev. 9-00)
REV~ 1514 EX + (9-00)
SCHEDULE K
LIFE ESTATE, ANNUITY
& TERM CERTAIN
Check Box 4 on Rev-1500 Cover Sheet
ESTATE OF FILE NUMBER
Margaret M. Bowen SS# 201-18-7732 01/25/2001 2001-00209
This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89,
actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found
in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89.
Indicate the type of instrument which created the future interest below and attach a copy to the tax return.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Copy #3
o Will
o Intervivos Deed of Trust
o Other
NAME(S) OF
LIFE TENANT(S)
DATE OF BIRTH
TERM OF YEARS LIFE ESTATE IS
PAYABLE
Term of Years
Term of Years
Term of Years
Term of Years
1. Value of fund from which life estate is payable
2. Actuarial factor per appropriate table
Interest table rate - D 3 1/2% D 6% D 10%
3. Value of life estate (Line 1 multiplied by Line 2)
$
0.00
0.00000
D Variable Rate
0.0 %
$
0.00
NAME(S) OF
ANNUITANT(S)
NEAREST AGE AT
DATE OF BIRTH DATE OF DEATH
TERM OF YEARS ANNUITY IS
PAYABLE
Term of Years
Term of Years
Term of Years
Term of Years
1. Value of fund from which annuity is payable
2. Check appropriate block below and enter corresponding (number)
Frequency of payout - D Weekly (52) D Bi-weekly (26)
o Quarterly (4) 0 Semi-annually (2) 0 Annually (1)
3. Amount of payout per period
4. Aggregate annual payment, Line 2 multiplied by Line 3
5. Annuity Factor (see instructions)
Interest table rate - D 3 1/2% D 6% D 10% D Variable Rate
6. Adjustment Factor (see instructions)
7. Value of annuity - If using 3 1/2%,6%, 10%, or if variable rate and period payout is at end of period,
calculation is: Line 4 x Line 5 x Line 6
If using variable rate and period payout is at beginning of period, calculation is:
(Line 4 x Line 5 x Line 6) + Line 3
0.00
o
o Monthly (12)
o Other ( )
0.00
0.00
0.0
%
0.0000
0.0000
0.00
0.00
NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of
this tax return. The resulting life or annuity interest{s) should be reported at the appropriate tax rate on Lines 13, 15, 16, 17 and 18.
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1514 EX (Rev. 9~00)
REV-1647 EX t (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE M
FUTURE INTEREST COMPROMISE
(Check Box 4a on Rev-1SOO Cover Sheet)
ESTATE OF
Margaret M. Bowen SS# 201-18-7732 01/25/2001
This schedule is appropriate only for estates of decedents dying after December 12, 1982.
This schedule is to be used for all future interests where the rate of tax which will be applicable when the future interest vests in possession
and enjoyment cannot be established with certainty.
Indicate below the type of instrument which created the future interest and attach a copy to the tax return.
FILE NUMBER
2001-00209
nWiII nTrust nOther
I. Beneficiaries
NAME OF AGE TO
BENEFICIARY RELATIONSHIP DATE OF BIRTH NEAREST BIRTHDAY
1.
2.
3.
4.
5.
II. For decedents dying on or after July 1, 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within 9 months
of the decedent's death, check the appropriate block and attach a copy of the document in which the surviving spouse exercises such
withdrawal right. n Limited right of withdrawal
n Unlimited right of withdrawal
III. Explanation of Compromise Offer:
IV. Summary of Compromise Offer:
1. Amount of Future Interest. . . . . . . .. . . . S 0.00
2. Value of Line 1 exempt from tax as amount passing to charities, etc.
(also include as part of total shown on Line 13 of Cover Sheet) . . . .$ 0.00
3. Value of line 1 passing to spouse at appropriate tax rate
Check One 06%, 03%, 00% .$ 0.00
(also include as part of total shown on line 15 of Cover Sheet)
4. Value of line 1 taxable at lineal rate
Check One 06%, 04.5% . . . . .$ 0.00
(also include as part of total shown on Line 16 of Cover Sheet)
5. Value of line 1 taxable at sibling rate (12%)
(also include as part of total shown on line 17 of Cover Sheet) . . . .$ 0.00
6. Value of line 1 taxable at collateral rate (15%)
(also include as part of total shown on line 18 of Cover Sheet) . .. . .$ 0.00
7. Total Value of Future Interest (sum of lines 2 thru 6 must equal line 1) .. . . . S 0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lack.ner Group. Inc.
Form REV-1647 EX (Rev. 9-00)
REV - 1648 EX (9-00)
SCHEDULE N
SPOUSAL POVERTY CREDIT
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX DIVISION
(AVAilABLE FOR DECEDENTS DYING AFTER 12131191)
ESTATE OF
Margaret M.
FilE NUMBER
Bowen SS# 201-18-7732 01/25/2001 2001-00209
This schedule must be completed and filed if you checked the spousal poverty credit box on the cover sheet.
1. Taxable Assets total from line 8 (cover sheet)
1.
439,534.79
2. Insurance Proceeds on Life of Decedent.
2.
0.00
3. Retirement Benefits .
3.
0.00
4. Joint Assets with Spouse
4.
0.00
5. PA Lottery Winnings. .
6a. Other Nontaxable Assets: List (Attach schedule if necessary).
6a.
0.00
6b.
6c.
6d.
6. SUBTOTAL (Lines 6.. b, C, d).
6.
0.00
7. Total Gross Assets (Add lines 1 thru 6~
7.
439,534.79
8. Total Actual Liabilities. .
9. Net Value of Estate (Subtract line 8 from line 7) .
If line 9 is greater than $200,000 - STOP. The estate is not eligible to claim the credit. If not, continue to Part II.
8.
0.00
9.
439,534.79
Income:
a. Spouse
b. Decedent.
c. Joint..
d. Tax Exempt Income.
e. Other Income not listed above.
f. Total.
4. Average Joint Exemption Income Calculation
4a. Add Joint Exemption Income from above:
(11) 0.00
1. TAX YEAR' 191998 2. TAX YEAR' 191999 3. TAX YEAR, 192000
1.. 0.00 2.. 0.00 3.. 0.00
lb. 0.00 2b. 0.00 3b. 0.00
Ie. 0.00 2c. 0.00 3c. 0.00
ld. 0.00 2d. 0.00 3d. 0.00
Ie. 0.00 2e. 0.00 3e. 0.00
11. 0.00 21. 0.00 31. 0.00
+ (21)
0.00 +(31)
0.00
4b. Average Joint Exemption Income.
If line 4(b) is greater than $40,000 - STOP. The estate is not eligible to claim the credit. If not, continue to Part Ill.
0.00
..,.. 3 )
0.00
1. Insert amount of taxable transfers to spouse or $100,000, whichever is less.
1.
2. Multiply by credit percentage (see instructions) . .
3. This is the amount of the Resident Spousal Poverty Credit. Include this figure
in the calculation of total credits on line 2A on Page 2. . .
4. For Nonresidents, enter the ratio of the decedent's gross estate in PA to the value of the
decedent's gross estate. .
5. Multiply line 3 by line 4 and enter the total here. This is the amount of the Nonresident Spousal
Poverty Credit. Include this figure in the calculation of total credits on line 2A on Page 2.
Copyright (c) 2000 form software only The Lackner Group, Inc.
2.
3.
4.
5.
Schedule (Rev. 9-00)
REV-1649 EX + (1/97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 0
ELECTION UNDER SEC. 9113(A)
(SPOUSAL DISTRIBUTIONS)
ESTATE OF FILE NUMBER
Mar~aret M. Bowen SS# 201-18-7732 01/25/2001 2001-00209
Do not complete this schedule unless the estate is making the election to tax assets under Section 9113{A) of the Inheritance &
Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust.
This election applies to the Trust III Trust (marital, residual A, B, By-pass, Unified Credit, etc.).
If a trust or similar arrangement meets the requirement of Section 9113(A), and:
a. The trust or similar arrangement is listed on Schedule 0, and
b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule 0,
then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election
to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included
as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of the trust or
similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on
Schedule O. The denominator is equal to the total value of the trust or similar arrangement.
PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving
spouse under a Section 9113 (A) trust or similar arran ement.
DESCRIPTION VALUE
Part A Total
PART B: Enter the description and value of all interests included in Part A for which the Section 9113 (A) election to tax is bein
DESCRIPTION
0.00
made.
VALUE
Part B Total
0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
FormREV-1649 EX (Rev. 1-97)
REV-1649 EX + (1/97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 0
ELECTION UNDER SEC. 9113(A)
(SPOUSAL DISTRIBUTIONS)
ESTATE OF FILE NUMBER
Margaret M. Bowen SS# 201-18-7732 01/25/2001 2001-00209
Do not complete this schedule unless the estate is making the election to tax assets under Section 9113(A} of the Inheritance &
Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust.
This election applies to the Trust 112 Trust (marital, residual A, B, By-pass, Unified Credit, etc.).
If a trust or similar arrangement meets the requirement of Section 9113(A), and:
a. The trust or similar arrangement is listed on Schedule 0, and
b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule 0,
then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election
to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included
as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of the trust or
similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on
Schedule O. The denominator is equal to the total value of the trust or similar arrangement.
PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving
spouse under a Section 9113 (A) trust or similar arran ement.
DESCRIPTION VALUE
Part A Total
PART B: Enter the description and value of all interests included in Part A for which the Section 9113 (A) election to tax is bein
DESCRIPTION
0.00
made.
VALUE
Part B Total
0.00
(It more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Fo,mREV-1649 EX (Rev. 1-97)
REV-1649EX + {1J91)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 0
ELECTION UNDER SEC. 9113(A)
(SPOUSAL DISTRIBUTIONS)
ESTATE OF FILE NUMBER
Margaret M. Bowen SS# 201-18-7732 01/25/2001 2001-00209
Do not complete this schedule unless the estate is making the election to tax assets under Section 9113{A) of the Inheritance &
Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate torm must be filed tor each trust.
This election applies to the Trust 1/3 Trust (marital, residual A, B, By-pass, Unified Credit, etc.).
If a trust or similar arrangement meets the requirement of Section 9113(A), and:
a. The trust or similar arrangement is listed on Schedule 0, and
b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule 0,
then the transferor's personal representative may specifically identify the trust (aU or a fractional portion or percentage) to be included in the election
to have such trust or similar property treated as a taxable transfer in this estate. If Jess than the entire value of the trust or similar property is included
as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of the trust or
similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on
Schedule O. The denominator is equal to the total value of the trust or similar arrangement.
PART A: Enter the description and value of a\l interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving
spouse under a Section 9113 (A) trust or similar arran ement.
DESCRIPTION VALUE
Part A. Total
PART B: Enter the description and value of all interests included in Part A for which the Section 9113 (A) election to tax is bein
DESCRIPTION
0.00
made.
VALUE
Part B Total
0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
FormREV-1649 EX (Aev.1-97)