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Home My WebLink About01-0349 PETITION FOR PROBATE and GRANT OF LETTERS Estate of ,,~ e A \1 ')'1/. L G-) vel e No. 01-1-0 I -;3,4 9 also known as To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania . Deceased. Social Security No.) If It -.~ q - t.)~' 't\O The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age QI. ol<!s.r-.an the execht::K... .,1 in the last will of the above decedent, dated ~:J- 'J~/\ ,r~ I and codicil(s) dated V 9' ~? I named ,19_ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was d?miciled' at .death i~ 'y!-\ u eft " y~ h eV'- . last family or prm.CIp..aJ reSIdence at :2 C' L,~ l~ ( c! ~ \ --..\,) (4 J \) . I {'~ ' J ) (list street, number and muncipal~y) Decendentl then ~/,~;U-"'~I ')- cr at J.t c.:c ~~-~ Except as follows, decedent di ot marry, w'as not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: ~.l ~) ,.., / u.-. k.c/ , ..[7::: . -' , Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: on $~~"?f]OC] $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters--\~ ST ~ n" -2. ,-"\-\1.\ rC'--I (testamentary; admidistration c.La,; administration d.b,n,c,La.) theron. a:;- u ~ IlJ ~3 IlJ '- o::llJ ~ -00 ~.= ~';:' 3~ IlJ '- 50 <il ~ /;l/) Ci3 ",(c ~\'l-\ ~.c\. 1;.. Lo ~c ~ ~ -7~; '1 r ~ C' C) c-~, (t ~r.,J -\J: \ \ . f~\ ;7 t. II \ I) };' /~ ') I .... / I f2C/t1aVl' \ :J-V~ . O.ATH. OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I s~ COUNTY OF Cumberland J ~ 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 beli of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will we an tru~ adlnister the e tate according to law. Sworn to or affirmed and subscribed ,~.' c--<- ) t~ ." - ,--Q._(j_;r(? - V) before me this 2 n d day of " ~. il ~2001 ~ JI' ~ J..4I ,'/j ~ ~ Mary Register ~ / &J ,-;J;2/ - /:A No. 21-2001-349 Estate of JEAN M. LOWE , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW April 3rd, ~--2..Q..O,ln consideration of the pt'tition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated October 2nd, 1996 described therein be admitted to probate and filed of record as the last will of Jean M. Lowe Testamentary Richard E. Lowe and Letters are hereby granted to FILED 4/2/2001 FEES $ 25.00 $ 3.00 $ $ 6.00 ~.oo TOTAL _ $ Filed . ~.I?~.~ J-. . ~ ;r.4 1.4 Q Pl. . . S.~9... 00. . . Probate, Letters, Etc. ......... Short Certificates( ]) . . . . . . . . . . Renunciation ................ x-Pages (2) JCP ATTORNEY (Sup. Ct. LD. No.) ADDRESS PHONE MAILED LETTERS AND ORDER TO EXECUTOR ~~u Lewis ~ 1'. <;, tit\ : I\. ,,(!! i }-") ere i \ { r 1 ~ r( H Ii !I 1 .-(.'l"t,1;;..,U-1...' vI'in !lc' til;>'..\. !(:l:d II [hr. \"\i \ d F 1i_:ijJ~d !_\ J ritl':_.~lrL' {}( dl',.-.t .rd.' I )t'r)\.l' r.j in'rnl."iC t fiied \\ tth me as nh WARNING: It is illegal to duplicate th1S copy by photostat or photograph. llll\; (( " ~., it I !. - ,~I~'\~':/~or"/~> -,/>~-;;.~ 'II'\. \\ \..1 F.{J j.'f". :(l~' ~\) \~ 'Y'.;>,: .:",;;~. 'It..' .... f'/^ ~'~"I '\~~[:'l}';,t'i~ p 7295399 >~{-l 21-2001-349 /} ~Y)~ U~,~.,,-~,--_z~~~ !n,..,! :.,;.,11011 if MAR ~~ 0 2001 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · V'TAL RECORDS CERTIFICATE OF DEATH tJ Rev 2187 NAME OF DECEDENT IF,'SI M.OOIe. lasl SEX 2. Female " AGE (LaSl EMhday) Jean M. LoVJe UNDER 1 YEAR MonIha D~ya UNDER I DIit Hours BIRTHPLACE (C.1'j ~rod PlACE OF DEATH ICI>e<:" Of'Iy O<'e h .,... .ns"uct""", on "'''e, side) Sial.. Of Fcreogn Counllyl HOSPiTAl: Larksville, Pa. In~I""1 5a ERlOulpa".nl 0 DClA 0 1. ... FACILIT't' NAME (11 %I,n""'ullOO. g''''' sir"'" and numbef' ~::,tyl 0 80 Y" 5. COUNTY Of OEJlTH . ... Dauphin DECEDENT'S USUAL OCCUPIVION (~~IiI':;":;" O:::::~:i' . ttL CMner ttll. Nurse OECEOENT'S IUJLlNG AOORESS (SI..... CoIylTown.~. ZiP Code) 2204 Page Street Camp Hill, Pa. 17011 I" FRHER'S NAME (F.st. !.toddle. La", 12. 13. 11a. Slale Pennsv 1 vania Ilb. Coun Cumberland MOTHER'S NAME IF.... M.ollle. Maoden Surname) ,,- INfORMANT'S NAUE (T ype/Pllnll Walter SChuler Richard E. Lowe Sr. Sl'-lE filE NUM8ER SOCIAL SECURITY NUIABER J.174 -24 -0480 JdtJI RACE - Amencan Indien. Slack, While. Me (Speedy) 10. White MARITAL STATUS - Uamed Ne_ Married. Widowed. Or\/Cfced (Specily) 14, Married SURVIVING SPOUse I" ""e. 9"'. mao<leO namel Richard E. Lowe Sr. [);d de<:-.. lIVe .. a lOWna/lip1 hop. 11dKl ~'*.:"':::Of CAmp Hi] 1 Bora cllYlboto 2Oe, METHOO Of DISPOSITION Iluna~ C,.......on 0 Othel (Spectly\ RemovaIlrom Slale 0 I'. Leona Jones INFORMANT'~ MAILING ADDRESS ISCteel. CoIyna...n. SlaIe. Zip Code) 2~. 2204 Page St., Camp Hill, Pa. 17011 PLACE OF DISPOSITION. 1'4_ 01 Cemet.ry, Cremalory LOCRlON . CilylTown. Sial.. Zop Code Of Othel Place 21c:~ergreen Cemetery NAUE AND AOORESS OF FACILITY Jt'ers-Ha:mer FB, 1903 Mkt. LICENSE NUMBER RSON ACTING AS SUCH LICENSE NUMBER 22D. 011654-L 1b lIle I)Ml 01 my knowledQe. deall. occurred ~llhe 11m.. date and place "~\ed (Sognalu'e and TIlle) I : DUE 10(00 AS "CONSEQUENCE Of) WAS AN AU10PSY WERE AUlOPSY FINDINGS MANNER OF DEATH PERFORMED1 A""'IU\8l.E PRIOR 10 COMPLETION OF CAUSE fll..-/ 0 OF DEATH1 Nalutal Hom.cKle cldenl 0 PendIng Invesltcj8tion 0 '1M 0 No Y. 0 No Suicide 0 Could nol be delerm,ned 0 DATE OF tNJURY (Monlh Day. Year) 21d?havertown , Pa . 17011 St. I CH, Pa. tE SIGNED (Month. Day. _, 2311. 23c. WIIS CASE REFERRED TO MEDICAL EXAMINERlCORONER? ""eO NofX at. , ApproxN11ale : inl_ _Nn I or.- IIld dea'" I l /hr-. PART II: Other siQrlillcanl condlliona contr.....1ng 10 dea'h. bul not resulting in lite ~.,.... given in PART I. ~~~~ ~~~. ~,1'~~ J TIMe OF IN.JUAY tN.JURY 1;r WORK? DESCAlBE HOW IN.JURY OCCURRED. Yes 0 No 0 :JOe. 3lMl. M. JOe, PLACE OF IN.JURY ~ Alltom.. 101m. Slleel. '~Clory, otfic. LOCATION (Sir..... C,tylTown. Slala) bullding, .tc_ 15pecdv) 2... 21b. 211. :JOe. CERTlf'lEfl IC"ecl< oniV onel -CERTIFYING PHYSICIAN (Phys.c~n Cefhtylng cause 0' death whefl .}no&ner phVSlC..an has PCOC'\Ollnc.ed dealt. anO canPleted Item 23) -L/O To the beat ot my knowledge, de.th oc;curred due 10 the CIIUH(S) and manne,.. s.ated. . ..--t . PRONOUNCING AND CERTIFYING PHYSICIAN (Physrcoan Do'h ~IQnounc,ng oea'" and cM,ly'ng '0 cause 0' dealhl 10th. bes<< of my knowledgft, d....lho<:cuned at d'\a ume, date. and place, and due to the cauu(a) and m.nner.. slated_. .MEDICAl EXAMINER/CORONER On the ba.i. olexaminallon and/or investigation, in my opinion, death occurred allhe lime, dale. alld place, and due 10 the causers) and manne' .. slaled . . . . . . . . . . . . . . . . . _ . . . . . . . . 31a. REG 1ST JJ "G~"~"~~ ~I/~/II a~~4~ ffi /7 all ~ SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill, PA . . ", ... 21-2001-349 LAST WILL AND TESTAMENT OF JEAN M. LOWE I, JEAN M. LOWE of the Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testa- ment, hereby revoking any will previously made by me. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II - I devise and bequeath all of my estate of what- ever nature and wherever situate unto my husband, Richard E. II Lowe. III - Should my said husband fail to survive me, then I devise and bequeath all of my estate of whatever nature and wherever situate as follows: A. I bequeath certain items of my tangible personal property, not including cash and securities, in accor- dance with a written list made by me during my lifetime. In the absence of such a list or designation on said list, then I bequeath my tangible personal property to my children to be divided among them as they may mutually agree, or in the absence of agreement as my executor shall determine. --"')-- /. .. .... . .... '. /}.t../ . ... .' ..X' . \ . ;(~ i .:-;~~/y' _/{ . '/ '/ Page 1 SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill, PA " . B. I devise and bequeath the residue of my estate unto my children, Richard E. Lowe II, Russell D. Lowe, Linda J. Jancewicz and Steven E. Lowe, in equal shares, the share of a deceased child to be paid to his or her issue per stirpes. IV - I appoint my husband, Richard E. Lowe, Executor of this, my Last Will and Testament. Should my said husband fail to qualify or cease to act as such, then I appoint my sons, Richard E. Lowe II and Russell D. Lowe, to act in this capacity. None of my personal representatives shall be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the ~;;.; )[4- day o(? ~~L:'ttt{2' c.-/ , 1996. ~ (r~ ./~ (.... . ,/" " (Ufi ~, ILL/tef: ,// Jean M. Lowe {J (SEAL) Signed, sealed, published and declared by JEAN M. LOWE, Testatrix therein named, on this and one (1) other sheet of paper as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. '- {~ /( JP. /-1:z_ ~ Address I ;3/u, /1 'p /-1 Address - I 'j Page 2 '. '. COMMONWEALTH OF PENNSYLVANIA) SSe COUNTY OF CUMBERLAND) WE, the undersigned, the testatrix and the witnesses, respectively, whose names are signed to the foregoing instru- ment, being first duly sworn, do hereby declare to the under- signed authority that the testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix signed the will as witnesses and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. /\ .~_.S. k( -) Witness Subscribed, sworn to and acknowledged before me by the testatrix, . and ~ubscribed and sW91'il ~_. _ p. etore me by both wit- nesses, thls 7 '?:-J day of U. C1i-:tLt'() , 1996. SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill, PA ~, .'-; I/}. -..iel/ If ,. '. - I. / _ - '. __.' ;- L ell XA/ ,J. ".-,", ) I \ eCk-- <-'<.1_.__ ~. L-2 "-__ 116tary Public r- . NOTARIAL SEAL .; I THELMA S, McCAUSLIN, Notary Public J Camp Hili. Cumberland County .. My Commission Exp~es July 3, 200~...,. . - ....", ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: JEAN M LOWE Date of Death: 03-28-2001 Will No. 21-01-349 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 RICHARD E LOWE . 2204 PAGE ST CAMP HILL, PA Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: 07-09-2001 Signat~J~ ~ Name RICHARD E LOWE Address 2204 PAGE ST, CAMP HILL, PA 17011 Telephone (711 737-5162 Capacity: _ Personal Representative _Counsel for personal representative \. / h -~ 1- /..;)./ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RICHARD E LOWE 2204 PAGE ST CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-03-2001 LOWE 03-28-2001 21 01-0349 CUMBERLAND 101 REV-1547 EX AFP ClZ-OOl JEAN M PA 17011 Amount Remitted 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: iS4-j-EY-AFP--fi'2-=oo"r-NCificE--OF-'rtiHEifiiANCi-TAX-A-PPRAisEi.fENT~--A[l-oWAiicE-oR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LOWE JEAN M FILE NO. 21 01-0349 ACN 101 DATE 09-03-2001 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) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 2,542.00 .00 .00 (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/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) UO) 7,459.00 .00 IT an assessment was issued previOUSly, lines reTlect Tigures that include the total of ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: NOTE: NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 2,542.00 (1) (2) (13) (14) 7.41iQ 00 4,917.00- .00 4,917.00- 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = .00 X 045 = .00 X 12 = .00 X 15 = (19)= (15) (6) (7) (8) .00 .00 .00 .00 .00 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 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 MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) /" L- STATUS REPORT UNDER RULE 6.12 Name of Decedent: LEAN M LOWE Date of Death: 3-28-01 21-01-349 Admin. No. Will 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 No x 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 x 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 may be attached to this report. 9-20-2001 ~~~ Date: Signature Richard E Lowe Name (Please type or print) 2204 Page St. Camp Hill. PA Address ( ) Tel. No. Capacity: Personal Representative Counsel for personal representative (MAH:rmf/AM3) REV-1500EXf6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128-0601 REV-1500 OFFICIAL USE ONLY w ,.., ::.::~(/) u ."" wo.u ,,00 U"'.. o.lC 0. '" /1--22(-;2- ___-1_~______~.~_____~ FILE NUMBER - - 2 if:-9- NUMBER INHERITANCE TAX RETURN RESIDENT DECEDENT c2L-fl--'-- COUNTY CODE YEAR I- Z W C W () W C b63,F DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I vu> e DATE OF DEATH (MM-DD-YEAR) )t1)\I"€ 00 J (IF APPLICABLE) SURVIVING SPOUSE'S NAME {LAST, FIRST, AND 0- 0 we,' e.JIl1-r. SOCIAL SECURITY NUMBER I~ ~o f1 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER - )-.0 o 1. Original Return D 4. Limited Estate o 6. Decedent Died Testate (Attach c.opyolWill) D 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust {Attach copy 01 Trust) D 10, Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o 3. Remainder Return (date of death prior 10 12-13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) ,.., Z W o Z o 0. U> W '" '" o u ~ ,'dtfu"cl r:, h.OWe.. NAME COMPLETE MAILING ADDRESS R,U-,..,..rd... ;:; ,~Ou.) -<<' ).,-VDI{ ~ ~ "t e. >T' ~f' )J:W) Pn, !7() (I o OFFICIAL USE ONLY o tJ o ~,'J- /.f 9... , LJ 0 FIRM NAME (II Applicable) TELEPHONE NUMBER 37 &, 7-, z o !;;: ...J ::l l- ii: <I: () w 0:: 1. Real Eslale (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) o 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/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (11) (12) (13) o e CY o o 7, >1 6-1 ' r:; 0 G (8) j,j~'7 ~ , D D 14. Net Value Subject to Tax (Line 12 minus Line 13) o (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !;( I-' ::l D.. :::i: o () ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) CJ {/ o tY x.o_ (15) x.O_ (16) x .12 (17) x.15 (1B) (19) .0 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 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: I~m~~ CITY I STATE Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount I ZIP Total Credits (A + B + C ) (2) 3. InteresUPenatty if applicable D. Interest E. Penally TotallnteresUPenally ( 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 lIlIIl_v-- I Iml!1 111l!1!IIT]rr-l~ lJillJl!Il!!lIlllIllMlIUinlJ --'.- PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;.... b. retain the right to designate who shall use the property transferred or its income;.. c. retain a reversionary interest; or... ................ d. receive the promise for life of either payments, benefits or care? .. ................ 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? . . No o o o o o o ..........0 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Yes ......0 o o ....0 ..0 ..0 SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the besl of my knowledge and belief, it is Irue, correct and complete Declaralionofpreparerotherlhan the personal represenlalive is based on all information of which preparer has any knowledge. DATE ADDRESS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS ~_'W,~~"JII_JlllIIIIIIIjll1.IIUnUil!JIIIIL"_,__~~,,_""'lJ!~~.._~ _,_". Jll11i ~ l .tlIlIJWI i "l!J U I Ulfllll 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 PS. ~9116 (a) (1.1) (i)l. 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) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child 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)J. The tax rate imposed on the net value of transters 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(a)(1)]. 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(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-l508 EX + (1.97) ESTATE OF '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY f....tJWe FILE NUMBER COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ~elTVV\ )AA. Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION If/! F<'<'sT BI7Y1}C?>rV2-DU'1T' VALUE AT DATE OF DEATH ~~'1 0-...' cJ iJ TOTAL (Also enter on line 5, Recapitulation) $ j..,SJj J.., 60 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) . _~"I~'~ ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF "I e^(\ yY\ , lo w € FILE NUMBER Debts of decedent must be reported on Schedule I. 1. DESCRIPTION AMOUNT ?tj~-C:;, OD ITEM NUMBER A, B ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State _ Zip Year(s) Commission Paid: 2. Attorney Fees 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _ Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ ? 51. () tJ (If more space is needed, insert additional sheets of the same size) REV-15l3 EX+ 19-00* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF J ~2It 11 m, hOUJ .~ FILE NUMBER NUMBER I RELATIONSHIP TO DECEDENT NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] ('jDO [) 5E.. R II e-h A-r-d F--'}.,.O UJ e V AMOUNT OR SHARE OF ESTATE ,. Jt90 ~ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS ,. TOTAL OF PART II - 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) ;AIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill. PA , II 'I I, i[ " i Ii II ii Ii Ii I. i LAST WILL AND TESTAMENT OF JEAN M. LOWE I, JEAN M. LOWE of the Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last will and Testa- ii ment, hereby revoking any will previously made by me. !i I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II - I devise and bequeath all of my estate of what- ever nature and wherever situate unto my husband, Richard E. Lowe. III - Should my said husband fail to survive me, then I :: devise and bequeath all of my estate of whatever nature and wherever situate as follows: i ~ it dance with a written list made by me during my lifetime. ii Ii il Ii il !1 II il il II il II 11 'I I ,I absence of such a list or designation on said list, then I bequeath my tangible personal property to my children to be divided among them as they may mutually agree, or in the absence of agreement as my executor shall determine. Page 1 i i i II II !I unto my children, Richard E. Lowe II, Russell D. Lowe, Linda J. II I I II ,I Ii II " Ii I B. I devise and bequeath the residue of my estate Jancewicz and Steven E. Lowe, in equal shares, the share of a deceased child to be paid to his or her issue per stirpes. IV - I appoint my husband, Richard E. Lowe, Executor of this, my 'Last V;'illand"Testament. Should my said husband fail to qualify or cease to act as such, then I appoint my sons, Richard II E. Lowe II and Russell D. Lowe, to act in this capacity. None of Ii ,I my personal representatives shall be required to post bond in II II this or any jurisdiction. I! Ii 'I IN WITNESS ~ WHEREOF, C( ~ day of I have hereunto G~ set my hand and seal on SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill. PA " II this, the II I II II IIII Signed, sealed, published and declared by JEAN M. LOWE, Testatrix I therein named, on this and one (1) other sheet of paper as and I for her Last will and Testament, 1 presence, at her request, and in I hereunto subscribed our names as II 'I 4/ ,1041'1 ,c.,)' t~ Name 1110/ Jo 5hJ f~ ]1 I I, " 'I !, , 1996. ~/)/~?~ ean M. /J1'h Lowe Ow..... (SEAL) in our presence, who, in her the presence of each other, have attesting witnesses. 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