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Home My WebLink About07-14-05 (2) - REV-1500EX+ 1&-00). .. REV -1500 OFFICIAL USE ONLY '* "~~."'rn~ , PENNSYLVANIA , DEPARTMENT OF REVENUE INHERITANCE TAX RETURN ------------------------ DEPT. 280601 FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2 1 - 0 5 0 1 4 5 COUNTY CODE ---vEA~ - - ~R-- DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I- Bowlbv. Guv A. Z 2 0 7 - 0 3 - 0 0 8 4 W DATE OF DEATH (MM,DD-Year) DATE OF BIRTH (MM-DO-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE C W 01/02/2005 08/05/1916 REGISTER OF WILLS U W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER C None - - w [RJ 1, Original Return o 2. Supplemental Return o 3. Remainder Return (dale of dealll prior to 12.13-82j >-- ::.::~cn o 4. Limited Estate o 4a. Future Interest Compromise (dale of death after 12.12-82j o 5. Federal Estate Tax Return Required u"'''' w"-u :rOO o 6. Decedent Died Testate (AllachcoPyOfWillj o 7. Decedent Maintained a living Trust (Attach copyofTrustj og:a: - a. Total Number of Safe Deposit Boxes "- o 10. Spousal Poverty Credit (date of death between 12-31.91 and 1.1.95) o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) .. o 9. litigation Proceeds Received >-- THIS SECTION MUst BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENtiAL TAXJNFORMATION SHOULD BE DIRECTED TO: z NAME COMPLETE MAILING ADDRESS w 0 Charles J, DeHart. III. Esouire 3631 North Front Street z 0 FIRM NAME (If Applicable) "- '" w CALDWELL & KEARNS '" '" TELEPHONE NUMBER 0 u (717) 232-7661 Harrisburg PA 17110 I OFFICIAL USE ONLY i 1. Real Estate (Schedule A) (1) I I r--> 1 2, Stocks and Bonds (Schedule B) (2) 1.293.44 b = ~ lea c.n 3. Closely Held Corporation. Partnership or Sole-Proprietorship (3) '~ c- 1"D;g c:: ':li~) I~n~(") . 4. Mortgages & Notes Receivable (Schedule D) (4) 1,,11 r- I;:~" m - 2": 22 597 53 1:0: -::q N 5, Cash. Bank Deposits & Miscellaneous Personal Property (5) . . I :,::.(f):::::" C-) (Schedule E) ::100 -U -n -n Z ':-)0-'-' ::l<: ~~-) 0 6. Jointly Owned Property (Schedule F) (6) 18.815,00 ::)~ '>.> in i= o Separate Billing Requested i -n-i './: <t 1 -p W -l 7. Inter-Vivos Transfers & MisceJlaneous Non-Probate Property (7) I ' \.D ::l L__________________ I- (Schedule G or L) ii: 42.705,97 <t a. Total Gross Assets (tota! lines 1-7) (8) U 7,355.25 w 9. Funeral Expenses & Administrative Costs (Schedule H) (9) lr 10. Debts of Decedent, Mortgage liabilities. & liens (Schedule I) (10) 176,33 11. Total Deductions (total lines 9 & 10) (11) 7,531,58 12, Net Value of Estate (line a minus line 11) (12) 35,174,39 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (line 12 minus Line 13) (14) 35,174,39 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Z 15. Amount of Line 14 taxable at the SPousal tax 0 i= rate, or transfers under Sec. 9116 (a)(1.2) X _(15) ;5 16. Amount of Line 14 taxable at lineal rate 35,174.39 X ~ (16) 1,582.85 :> il. 17. Amount of Line 14 taxable at sibling rate X .12 (17) :!; ::l 18. Amount of Line 14 taxable at collateral rate X .15 (18) .) < 19. Tax Due (19) 1 ,582.85 ( - o ~'''"''''".,,'',..," 20. << - Decedent's ComDlete Address: STREET ADDRESS 216 North 21 st Street CITY 1 STATE 1 ZIP Camp Hill PA 17011 Tax Payments and Credits: 1 Tax Due (Page 1 Line 19) (1) 1,582,85 2 Credits/Payments A. Spousal poverty Credit 8. Prior Payments 800.00 C. Discount 42,11 Totai Credits (A + 8 + C) (2) 842,11 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty (0 + 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) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the T p;f" DUE, (5) 740.74 A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) 740.74 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ,,,,,,,.,,,,,,,.,,.,,,,,,,,,,,,,,,,,,.,,''',,.,,,,.,,'''',,.,,'''''',,.,,'' 0 [gJ b. retain the right to designate who shall use the property transferred or its income; """."",,,,,.,,,,,,,,.,,''',,.,,'''' 0 [gJ c. retain a reversionary interest; or "."""",,,,,,,,,,,,,,,,,,,,,,'"'',,.,,''''''''''''''''' "",,,,,,,,,,,,,, """""'''''''''''' 0 [gJ d. receive the promise for iife of either payments, benefits or care? """""",,,,,,,,,,,,,,,,,,,,,,'''''''''''''''''''',,.,,'' 0 [gJ 2. If death occurred after Oecember 12, 1982, did decedent transfer property within one year of death withouf receiving adequate consideration?....,..,..,.".".".".,.".".""."."...,..".,."."."."."...".".,.".".,"""'" 0 [gJ 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ",,,,,,,,,,.,,,, 0 [gJ 4 Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary desi9nation? ".""",,,,,,,,,,,,,,.,,,,.,,,,,,,.,,,,_,,.,,..,,"''''',,.,,.,,''''''''''''''''''',,.,,"",,,,,,,,, 0 [gJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Uod" peoalt,es of p"io", I d",l"e th,' I heve ",mloed thi, "tom, loolodlog acoompeoylog "hedo'es eod ''''temeot', eod to ilie bes' of my ,",w'edge eod belief, it " 'me, owed eod oomplete Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON R,ONSIBlE FOR FILING RETURN DATE 5" 7 J - 0 ADDRESS 307 Dallas Drive Grantville PA SIGNATURE OF PREPARER OTHER TH N REPRESENTATIVE ADDRESS 3631 North Front Street Harrisbur PA 17110 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. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value oftransfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and fllin9 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 naturai parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S 99116(a)(12)]. The tax rate imposed on the net vaiue of transfers to or for the use of the decedent's lineai beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 PS. 99116(a)(1)] The tax rate imposed on the net value of transfers to or for the use of the decedent's sibiings is 12% [72 P.S. 99116(a)(1.3)]. A siblin9 is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX + '6:,98) " '* SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Bowlbv Guv A. 21 05 0145 All property jointly-owned with right of sUlVivorship must be disclosed on Schedule F. ITEM VALUE AT OATE NUMBER DESCRIPTION OF DEATH 1. 32 shares of MetLife at $40.42 per share 1,293.44 TOTAL (Also enter on line 2, Recapitulation) $ 1 293.44 (If more space is needed, insert additional sheets of the same size) REV-15G8 EX+ '6;98) .' '* SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Bowlbv Guv A. 21 05 0145 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly"owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Miscellaneous Household Furnishings - estimated value 2,500,00 2, Citizens Bank checking account #610071-394-6 - date-of-death value 15,130.95 (See attached statement) 3. 20 U.S. Series E Savings Bonds, each with a face value of $50 - date-of-death value 4,942.18 (See attached statement) 4. Uncashed pension check 20.40 (See attached statement) 5. Internal Revenue Service Tax Refund - Calendar Year 2004 4.00 TOTAL (Also enter on line 5, Recapitulalion) $ 22,597.53 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + .(6;98) , . '* SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTL Y.OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Bowlbv Guv A. 21 05 0145 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 Albert G. Bowlby 307 Dallas Drive Son Grantville, PA 17028 B c JOINTL Y.OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTL V-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A 2004 2004 Buick 4-door sedan - book value 18,815.00 100. 18,815.00 TOTAL (Also enter on line 6, Recapitulation) $ 18815.00 (If more space is needed, insert additional sheets of the same size) REV-1510 EX +.(6.-98) '* SCHEDULE G INTER.VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA Mise, NON.PROBATE PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Bowlbv. Guv A. 21 05 0145 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDETHENAMEOFTHETRANSFEREE,THEIRRELATIONSHIPTODECWENTANO DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER ATTACH ACOPYOF THE DEED FOR REAl ESTATE VALUE OF ASSET INTEREST VALUE (IF APPLlCASlE) 1. None TOTAL (Also enter on line 7 Recapitulation) $ (if more space is needed, insert additional sheets of the same size) REV-1511 EX+~1~-99) '* SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE eOSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Bowlbv Guv A. 21 05 0145 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES 1. Neill Funeral Home - unpaid portion of prepaid funeral 265.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Albert G. Bowlby - Waived Social Security Number{s)/EIN Number of Personal Representative(s) 202-36-6899 Street Address 216 North 21 st Street City Camp Hill State PA lip 17011 Year(s) Commission Paid: 2. Attorney Fees Caldwell & Kearns 3,250.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Albert G. Bowlby Street Address 216 North 21st Street City Camp Hill State PA lip 17011 Relationship of Claimant to Decedent Son 4. Probate Fees Register of Wills 150.00 5. Accountant's Fees 6. Tax Return Preparers Fees 7. Cumberland Law Journal - Legal advertising 75.00 8. The Sentinel - Legal advertising 115.25 TOTAL (Also enter on line 9, Recapitulation) $ 7 355.25 (If more space IS needed. Insert additional sheets of the same sIze) REV-~5,12 EX +'(6~98) '* SCHEDULE. COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Bowlbv Guv A. 21 05 0145 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. American Home Care - Un reimbursed medical 176.33 TOTAL (Also enter on line 10, Recapitulation) $ 176.33 (If more space IS needed, Insert additional sheets of the same size) REV.,513EX<'_ . , SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFlelARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Bowlhv Guv A. 21 n<; 0145 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Albert G. Bowlby Son 100% residuary 307 Dallas Drive Grantville, PA 17028 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 1. 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) +~ CITIZENS BANK Account Nurnber 6100713946 Account Title GUY A BOWLBY Date Opened 6/6/66 Account Type Checking Principal Balance as ofDOD $ 1 5130.95 Interest from Last Posting to DOD $.00 Account Balance as ofDOD $15130.95 YTD Interest to DOD $.00 Kelley Blue Book - Private Party Pricing Report - Buick, LeSabre Page I of2 r;o-Q ~ Kelley Blue Book .,MM. ".' HiE TRUSTH) RESOURCE H<:'M: NEW,::;j1.RS .1~'i1'."'1..{,. REV r..\:is 6 R.Il.TlNC:S A[",'I(;E ;,,;.1, . ihb.com "i~ ~.tlJr;:l.::n']J:li""""llr,ii:'l ~"1.1.li.i'1lw(~t';.:r.r.n I ddvc'ti<;('nlcnt '-"-----".--------------1- --..'--~- - Now available with / J\ 0% financing -OR- $2,S V!.j total ( The 2005 lor qualifled buyers ~CJI<-_K:.. Buick leSabre (uex BLUE BOOK PRIVATE PARTY REPORT BLUE BOOK Pennsylvania. February 15, 20D5 )['-'1":1'1;,,1:: 2004 Buick LeSabre Limited Sedan 40 Quickly bro~ Search Listingsfor This_Car 600,OOD USE to find exacl "'ti' "~'fi';0 List Yo~r C_a[f()r ~_ale_ OnUne '. you want. - Buy" N.ew Car FLee__Rec:o[d Check ~ . Auto Loans from 'LO!)% APR 'c". -r:: InsU[ar1c~Ouote ,/.';' , Print "f'-oLS"le" Sign \J!!) 13 L Payment Calculator O':.A't - ,"1 Engine: V6 3.8 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 2,100 : Equipment - ,>>, 'I Air Conditioning AM/FM Stereo ABS (4-Wheel) ,. ..~ Power Steering Cassette Leather ~ Power Windows Single Compact Disc Dual Power Seats Power Door Locks OnStar Alloy Wheels Tilt Wheel Dual Front Air Bags Cruise Control Front Side Air Bags A smooth dream to Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. This vehicle has a _ clean title history, the paint, body and interior have only minor (if any) blemishes, and :. " , there are no rnajor mechanical problems. There should be little or no rust on this vehicle. The tires match and have substantial tread wear left. A "good" vehicle will ComDet~iu need some reconditioning to be sold at retail. Most consumer owned vehicles fall into Exterior Ph this category. Interior Ph Private Party Value $18,815 36011 Soins Search Local Listings for This Car Exterior Cc Private Party Value is what a buyer can expect to pay when buying a used car from a Interior Co private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than the continuing factory warranty). The final sale price may Comoare f vary depending on the vehicle's actual condition and local rnarket conditions, This Soecificatif value may also be used to derive Fair Market Value for insurance and vehicle donation Special Off http://www.kbb.com/kb/ki.dlllkw.kc.ur~kbb.P A;085669;P A04] &] 70 I ] ;sed+p& 723;Buick... 2/1 5/2005 ......... 1M......,..., LVVVl:.H PURTlON AT PERFORATION AND RETAIN FOR YOUR RECORDS 23694 !Hi91 0243400 1 2 ~ ~f ERENeE ~UMBER DATE CHECK NUMBER 22046 404 0490241 12/15/2004 00322960 - . CHECK ISSUED TO GUY A BOWLBY 216 N 21ST ST CAMP HILL PA 17011 THIS CHECK REPRESENTS YOUR 2004 NET PENSION PAYMENTS UNDER THE ANNUAL PAYMENT POLICY. THE FOLLOWING CHART REFLECTS YOUR PERSONAL QUARTERLY PENSION AMOUNTS AND DUES PAYMENTS APPLIED FOR THE YEAR. GROSS LESS QUARTERL Y QUARTERLY PENSION DUES NET PENSION CHECK CHECK AMOUNT PAYMFNTS DUE AMOUNT NUMBFR CHECK nATF 2004 PENSION ACTIVITY January - March 2004 2735 25.20 215 April - June 2004 2980 2520 4.60 July - September 2004 2715 2520 1.95 October - December 2004 3690 25.20 1170 2004 TAX ACTIVITY TOTALS 12120 100.80 2040 20.40 00322960 12/15/2004 UNDER THE REGULATIONS OF THE INTERNAL REVENUE SERVICE WE ARE NOT RE~UIRED TO ISSUE FORM 1099-MISC WHEN THE TOTAL AMOUNT PAID DURING THE CALENDAR YEAR IS LES THAN $60000 HOWEVER, YOU ARE STILL REQUIRED TO REPORT THE INCOME AMOUNT OF $12120 ON YOUR TAX RETURN. --.--------.--- ----. Old Age & Disability Pension Fund 1750 New York Avenue N W CHECK AMOUNT International Association of Bridge, Structural, Suite 400 $ .....2040 Ornamental and Reinforcing Iron Workers Washington DC 20006 . " 691u&1rtJ9.-O".! ~ -,~" ~ UO SJrelBQ Q3 -pepnpur saml"eaj ~1J1lO9S '~-~'l Lt) M Vl ;::: 0" II I 0: m ,,)> C\J 0 :3 ;::: 0-< Ii"".' M L[) ~ 0 m.., 0 0 ,: ::> "0 0 0 0 cp 0.., Co 0 W ~I ~~-*y 0 1I> ~ ::r: m 0J 0 * " "- ~ Z ~:::r c M C'] * 0 * * 0: t-.J " Q * 0 '1 ~~:D!!:Z * 0 0 c * * w cp ~ ~;z~~nf -. ,L cc ... * 0 :I> ~~:E~~ * 0 >-< '" * z ::> t:Jj ~~iC:-I * 0 - m :u- * >-J Q... 0 ~~"::t>O 0 L' :s m.-z * ... :D L' ::; S;:I! - > "* 0 '::0 t:Jj ..... Z en 0 r- * ... g m :JJ:b- * ClJ L' ~ ~ 5~", .( * , t:' 0 Z ~ . -u os:'" * i -. :I> ~mg ,;; * ('- j * * Gl ~Zi> ZO 0- m ~ 0(- * * O~-i OJ':' * rn .. .. - 0(0 UJ 0 'D ~ '-0 -", * * ll'Z >, 0- UJ m "' :DO 0'" '* '" 0 ... ~ "' !!!'T1 0 * 0 ,jj "' 0( >-< ZQJ ~ * - 0 '-' "' 'TI:D * 0 z * 0- "* 0 "' :DO * OCl 0 . un ~ * _m 0 0 ~ z- * UJ "' Cl * 0 "' * nJ .. <: "' * .. nJ ~Q '* * 0 cO "' Cl * rn 0 0> * _Z * 0 * w- un 0 '". " ClO * =-<--' * ca: * 0 0 (JJrr. "' -0 '* "' :e a:lL * >-- 0 * )> IDZ ~ * (:Q 0 "' 0 lLW (:Q * ..J - j "' '" Oa: ..J * 0-. 3: rn ,t ~ wO Zoll 3: * (:Q 0 .< ..J 0 ~ <n- O...J", 0 * (:Q .~ "' 0)> (:Q 3: .. 0, OJ i=i!o * 0 - ~ ~)> :$z", * " 1 Oz 05 "- "' Ow...J <1; E-< . "' i" o:oej 0 ~ -. ~ Z ~ <1; '"' un "'-0:0 ~ * 1- "'z w rn --; "' c:c: a:: -J 01 ::J 0 Z nJ , * -IO(l)W~ C' C ~ W ~ c:c: ~ z,... .., - ~ -a::\_ '"' 6 (:Q i ~ Z ...J W ~ 'D 0 -;f OC(~~fl: 0 C :r: 0 ,j - II: a::w . [2. * I ~ jolt&? ,~ .--. E-< 0 * i Z ... ;= ijj ::> W ~ <1; , * I a: 0 0.. m E-< 'D W 0 ,1 ... j ~~~z~ <1; c w ~ * E-< E-< Q 11 * on zt-rcQ;< co [/) <1; * 7<- . -Cf.I_m::I: W E-< ..J ~i - * ; ;J C() f-; ~ * ~ : at 0 w * * f-' J .c z I E-< ~ * ~ ('J ! w f-' Iu. \ 0 0 i "'0 ,) , 0 0 en I ..JJ 00: :;: 0 i 0 co ...... "'w E-< :;; ( r I >-0 s:; 0 ...... *-.'f.?' 0(0: w -[ " ~j 0.0 :;; i Vl ; Security FealUfes tncluded. ED Detailsoobaclt .....,-, -.--.,- lO-6OJt90169 Savings -Bona Calculator Page] of2 Value As Of Savinc 02/2005 Up date Help ~ Bond Info Series Denomination Serial Number Issue Date E Bonds $ 50 Resu Its # Bonds Total Price Tatallnterest Total Value YTDln 20 $750.00 $4,f92.18 $4,942. I 8 $10. Issue Interest Next Final Serial Number Issue Date Series Denom Price Interest Value Rate Accrual Maturity 0211 969 E $50 $37.50 $237.04 $274.54 02/] 999 0711968 E 50 37.50 230.78 268.28 0711 998 09/] 969 E 50 37.50 232.54 270.04 09/1999 0411 970 E 50 37.50 237.22 274.72 04/2000 ] 111970 E 50 37.50 241.88 279.38 11/2000 06/] 97 ] E 50 37,50 216.40 253.90 06/200 ] 01/] 972 E 50 37.50 214.26 251.76 01/2002 08/1972 E 50 37.50 218.60 256.]0 08/2002 03/] 973 E 50 37.50 222.28 259.78 03/2003 09/1973 E 50 37.50 226.02 263.52 09/2003 04/1974 E 50 37.50 219.46 256.96 04/2004 ]111974 E 50 37.50 22502 262.52 I] /2004 0611 975 E 50 37.50 223.58 261.08 4.00% 06/2005 06/2005 08/1976 E 50 37.50 219.42 256.92 4.00% 08/2005 08/2006 0]/] 976 E 50 37.50 221.56 259.06 4.00% 07/2005 01/2006 10/] 977 E 50 37.50 2]0.56 248.06 4.00% 04/2005 10/2007 03/1978 E 50 37.50 154.60 192.10 2.59% 03/2005 03/2008 05/] 978 E 50 37.50 ]48.24 ]85.74 4.00% OS/2005 OS/2008 ] 1/] 978 E 50 37.50 ]46.82 ] 84.32 4.00% OS/2005 ] 1/2008 06/1979 E 50 37.50 ]45.90 ] 83.40 4.00% 06/2005 06/2009 [View 10 I Viewing Bonds 1-20 le end Note Description NI Not Issued NE Not Eligible for Payment 1'5 Includes 3-month interest penalty MA Matured and Not Earning Interest ),-th..../!UTHlHTC' nl1hl;(>rl"ht trp<;j<:, n.-nTlnr'/~"RrPr-j('p ) /R/?OO'i I . .. _.._~ ,~.... I LAW OFFICES CALDWELL & KEARNS A PROFESSIONAL CORPORATION ATTORNEYS AT LAW - 363 r NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 17110 OFFICE OF THE R];x;ISTER OF WILI.S cu.mERLAND <DUNTY CXXJRl'HOUSE 1 axJRTHOUSE SQUARE CARLISLE PA 17013 - /'1 ,,-' First Class Mail ~ REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA , ~ INVENTORY Estate of Guy A. Bowlby No. !J./ - ()j- - 0/'1:;- also known as Date of Death 1/2/2005 , Deceased Social Security No. 207-03-0084 Personal Representativets) of the above Estate, deceased, verify that the items appearing in the fOlloWing inventory include all of the perSonal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. ItWe verify that the statements made in this inventory are true and correct. ItWe understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: Charles J. DeHart, III, Esquire Albert G. Bowlby I.D. No.: 15617 Offiu)-,;) ~ fl>>i 0/ Address: 3631 North Front Street Dated 7-/-0:;- Harrisburq PA 17110 Telephone: (717) 232-7661 Description Value 1. Reai Estate - None 2. Miscellaneous Household Furnishings _ estimated value ;2,,';00.00 (") = = ::rJ S;o c.n :~":! C;-'l ~-:n L ~-~'l C"""") ,JJ-,j ~ ,',c, 3. Citizens Bank checking account #610071-394-6 _ date-of-death value ,-n:c (") 1 , 30.9.5., ;Y') 'l:23>!n - --1\.... >2;::0 r,",nl ':~::-:(J) ^ N ~L ! 1~::::J i~-J(")O (""") 4. 20 U.S. Series E Savings Bonds, each with a face vaiue of $50 _ date- '~_)O-.., ,tj42.1~: ~E; of-death value C>C -,.(') . :0 I);> ,".. rTl -0--/ (/-) C) ::C> w --;--1 5. 32 shares, MetLife stock, at $40.42 per share, date-of-death value ~93.44 6. Iron Workers Local 404 life insurance death benefit payable to the 2,100.80 Estate Total 25,991.77 (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonweaith of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW,4 Continuation of Inventory , . Guy A. Bowlby Paqe 1 Description of Inventory Description Value 7. Uncashed pension check 20.40 8. Internal Revenue Service Tax Refund - Calendar Year 2004 4.00 Subtotal $ 24.40 Grand Total $ 25,991.77