The URL can be used to link to this page

Home My WebLink About12-06-05 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 JOHNSON RONALD E 78 WEST POMFRET STREET CARLISLE, PA 17013 _hnn_ fold ESTATE INFORMATION: SSN: 191-18-3338 FILE NUMBER: 2105-1059 DECEDENT NAME: BOWEN DORIS E DA TE OF PAYMENT: 12/06/2005 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/09/2005 NO. CD 006066 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2.14 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 280 SEAL INITIALS: RECEIVED BY: REGISTER OF WILLS $2.14 GLENDA FARNER STRASBAUGH REGISTER OF WILLS > OFFICIAL USE ONL Y . REV-1 500 COMMONWEALTH OF PENNSYLVANIA FILE NUMBER DEPARTMENT OF REVENUE DEPT. INHERITANCE TAX RETURN 280601 HARRISBURG, PA 17128-0601 ~ 05 \05<"1 RESIDENT DECEDENT \ COUNTY CODE YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I- Bowen, Doris E. 191-18-3338 z w DATE OF DEATH (MM-DD-VY) DATE OF BIRTH (MM-DD-YY) THIS MUST BE FILED IN DUPLICATE C W 10/9/2005 7/2/1920 WITH THE REGISTER OF WILLS 0 W (IF APPLICABLE) SURVIVING SPOUSE'S NAME SOCIAL SECURITY NUMBER C I w ~ 1. Original Return D 2. Supplemental Return D 3. Remainder Return ~ ~- C/) tJ 4. D 00:: ~ Limited Estate D 4a. Future interBst Compromise 5. Fed. Est. Tax Return Req'd we.. 0 :cO 0 txJ 6. 00:: ~ Decedent Died Testate D 7. Decedent had Living Trust 0_ 8. Total number of SDB's e.. aJ e.. h9. n 10. Spousal Poverty Credit n 11. Election to tax w/ Sec. 9113(A) <t Lit'g'tion Proceeds Rec'd f- ita.i.t~a.tt@ln$m{~&.Ulijg}fp.lij~t~@@J~~~~i@~~Mii.~QQ.ijf.IP.RIi:Mt~~n~tpijMi;mlPl(#$,III~~I~t~~tt~~t~~t~f~~ z NAME: COMPLETE MAILING ADDRESS: w 0 z Ronald E. Johnson, Esquire 0 Ronald E. Johnson, Esq. e.. FIRM NAME: C/) w Andrews & Johnson Andrews & Johnson 0:: 0:: TELEPHONE NUMBER 78 W. Pomfret St. 0 0 717243-0123 Carlisle, PA 17013 C') ~:~ 1. Real Estate (Schedule A) (1 ) $0.00 OFFle!~L USE QNt. Y $0.00 , '1 2. Stocks and Bonds (Schedule B) (2) CJ 3.Closely Held Corporation, Partnership or Sole-Prop. (3) 1 I $0.00 en 4. Mortgages & Notes Receivable (Schedule D) (4) .- ." Z 5. Cash, Bank Deposits & Misc. Personal Prop.(Sch.E) (5) $1,049.00 " v 0 _.-,.. $1,424.71 - ---- i= 6. Jointly Owned Property (Schedule F) (6) . - - <( D Separate Billing Requested I .. ...J :J 7. Inter-Vivos Transfers & Misc. Non-Propate Prop. (7) '-D l- e.. 8. Total Gross Assets (total lines 1-7) (8) $2,473.71 <( n e,.............1 c:..,....,..__....... 0 ^...._i....i..........f.i....... ,......_..._ IC'....... U\ Irn ~"l A"l~ "lA U v. I UIICICI '-^t-'CII~I;-=- Ul n...ullllll~l,.lal,.IVII VU';:'I,.';;' \'"''''1111' \"'1 ""',"''-''''.'''' W 10. Debts of Decedent, Mortgage liabilities, & Liens (10) $0.00 0::: 11. Total Deductions (total lines 9&1 0) (11 ) $2,426.24 12. Net Value of Estate (Line 8 minus Line 11) (12) $47.47 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) $47.47 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z 15. Amnt of Line 14 taxable at the spousal rate, 0 i= or transfers under Sec.9116(a)(1.2) x.O_ (15) $0.00 ~ ::l 16. Amount of Line 14 taxable at lineal rate $47.47 x.045 (16) $2.14 c.. ::!E 17. Amount of Line 14 taxable at sibling rate $0 x.12 (17) $0.00 0 () 18. Amount of Line 14 taxable at collateral rate $0 x.15 (18) $0.00 >< ~ 19. Tax Due (19) $2.14 20 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ._n............. :':':':':':':':':':':';':':':':':':':';':':':':'.':':':.:.:.:.:.:.:.:.:.:.:.:.:.:.;.......:.:...:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.:.....;.:.:.:.:.:.:.:.:.:.....:.....:.:.:............:.:.:.:...:.:...:.:.....;............:................................................................................................................................ ..................................................... ................. ................. :t:t':::'t::tt't::,:t:ttttt:t~:t::~::t~r:mN:W:~rf:Q::~N~W~'~tW~ql$1Wtim.H';i!J.!tt~Mg~1:tt$.lp.lt~mgn~~~Hlii:tK.JMitgt.KIIII~t~Itt:I:tt:I:t~~::~:::tttt ,...--j "'c'J 4 1Jt:!;euems l,;omplete Aaaress: STREET ADDRESS 33 Eastgate Drive, Apt. 105 CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discounts 3. InteresUPenalty if applicable D. Interest E. Penalty Total Credits (A+B+C) 4. TotallnteresUPentally (D+E) 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (1 ) (2) (3) (4) (5) (SA) (5B) $2.14 $0.00 $0.00 $2.14 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. """""""",."""",."""".:rr:,:tt::":'tf:'t:'ff:::t,,'t"':::ffft:::t,,:~::~~,:::i~,~,J.~~':~fu::~~~:'::~f:~::,:::i!:~::fu:i:,::~:::::::i:i:~::::~:::~::~:ff:t:::,'::fff:tt:r'f:':':'::ff::,:f:H:r'ff::::,:ift:::Ht:1Hf'::t:f $2.14 - P\;EASEANSWER THE-F0LL-0WINGQI:IESTIONS-BV-Pl:ACING AN "X"IN THE APPROPRIATE BbGGKS- Did decedent make a transfer and: yes no a. retain the use or income of the property transferred: b. retain the right to designate who shall use the property transerred or its income: c. retain a reversionary interest: or d. retain the promise for life of either payments 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 disignation? D D D D D D D ~ ~ ~ ~ ~ ~ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. AD DATE DATE For dates of death on or after July 1, 1 994 and before January 1, 1995, the tax rate imposed on the net Va'ue of transfers to or for the use of the surviving spouse is 3% [72P.S. Sec. 9116(a)(1.1)(I)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. Sec. 9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the survivin9 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 deseased 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. Sec. 9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P.S. Sec. 9116(1.2) [72 P.S. Sec.9116(a)(1). The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is 12% [72 P.S. Sec.9116(a)(1.3)J. 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. - LAST WILL AND TESTAMENT OF DORIS E. BOWEN I, DORIS E. BOWEN, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. .....~ SECOND: I give and bequeath my diamond engagement ring to my Daughter, TAMMY ANN ROBERTS. --_.-. -"... -THIRD:" "T'give,'Qevfs'e"dand'beqlieath "fhe resIdue' of my estate, of every nature and wherever situate, to my children equally provided that the share of'any child who predeceases me or dies on or before the thirtieth day following my death shall be distributed to his issue, per stirpes, living on the thirty-first day following my death, and in default of any such then living issue, such share shall be added to the share or shares for my other children or their issue. o FOURTH: I direct that all taxes that may be assessed in ~, consequence of my death, of whatever nature and by whatever ~ jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. FIFTH: I nominate, constitute and appoint my Daughter, TAMMY ANN ROBERTS, Executrix of this my Last Will and Testament. Should my Daughter, TAMMY ANN ROBERTS, fail to qualify or cease to act as Executrix, I appoint my Daughter, JETSY JO BYERS, Executrix of this my Last Will and Testament. SIXTH: I direct my Executrix and her successor shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. - Page 2 of 2 Pages - IN WITNESS WHEREOF, I have hereunto set this, my Last will and Testament, consisting pages, each identified by my signature, this January, 1989. my hand and seal to of tW~(2) typewritten /3/T-'\. day of ._/~ . ::..... /".2 / /~'{.-A'.../ /;).~.f./ -' c;. / ~~,.,.,.h/V'" I Doris E. Bowen ( SEAL) "Signed, sealed, publIshed and declared by the above-named Testatrix, DORIS E. BOWEN, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. - COMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND SS. I, DORIS E. 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 the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and a~owledged before me by DORIS E. BOWEN, the Testatrix, this /~ day of January, 1989. -, Ii), C.., /7 r. / /l2/....-rV Al?-;J' 1.<2-> 6J /. --i AA'.41 .:./.,/1 . Doris E. Bow~n; Testatrix ~""'r:.c.L-... i~~<-L,,(>"'- Notary Public (SEAL) AFFIDAVIT N01&;a Seai 8rend~ l. B!f'7frrn~ f.!c-;.&.:y Public M~~~.;;:~.~::;~:,\C~;~~::~~;;~:~i_~~2 .J COMMONWEALTH OF PENNSYLVANIA) - '- -COUNTY -OF CUMBERLAND' '". ..) SS. We, RONALD E. JOHNSON and 0/G'r?,(.......~ /.3. 0-r-'?s~- , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will and Testament; that DORIS E. BOWEN 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 of the 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 RONALD E. JOHNSON and ,Je;a/...,;.-.. A-3. Li:pr.::cr- , witnesses, this /3 (bL day of January, 1989. EAL) ( SEAL) , Witness ,_:?~-:;;7 I /,/---7 ~c:.a, 0;;: /0>-2-<-c/L 4___ Notar Public Nr.:iarifd S&e! Brend~.. L. Bl'ehrreJ No:a:y ?fJt1~ M~,:~:~~:);,:~~;;~:;.:~;.;;,~~~~~~CJ'.(~.~;~2 f . - ,~---i SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANIOUS PERSONAL PROPERTY ESTATE OF FILE NUMBER ITEM NUMBER Doris E. Bowen 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 DESCRIPTION VALUE AT DATE OF DEATH 1 Kinney Shoe - retirement $74.00 2 Eastgate Apts - rent rebate $500.00 3 Eastgate Apts - return of security deposit $475.00 5 6 7 TOTAL (also online 5, Recapitulation) $1,049.00 SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Doris E. Bowen if an asset was made joint within one year of tile decedent's death, it must be reported on Schedule G Surviving Joint Tenant (s): NAME ADDRESS RELATIONSIDP TO DECEDENT A B C Tammy A. Roberts 1868 Douglas Drive, Carlisle, P A 17013 daughter Jointly-owned property: ITEM NUMBER lEITERFOR DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF TOTAL VALUE OF DECD'S % INT. DOlLAR VALUE OF DECEDENT'S JOINT TENANT INSTITUTION AND BANK ACCOUNT NUMBER OR ASSET INTEREST SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTI. Y.HEID REAL EST ATE 1 A March-03 Members 1st FCU checking account $1,657.91 50% $828.96 2 A March-03 Members 1 st FCU savings account $1,191.50 50% $595.75 TOTAL (also on line 6, Recapitulation) $1,424.71 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF FILE NUMBER Doris E. Bowen A. 1 2 B. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 ITEM NUMBER Debts of decedent must be reported on Schedule I. DESCRIPTION AMOUNT Funeral Expenses: Westminster Cemetary - headstone $730.00 Administrative Costs: Personal Representive Commissions Name of Personal Representative(s) Social Security Number of Personal Representative: Street Address: City: State: Zip: Year(s) commissions paid: ,~ Attorney fees to Andrews & Johnson Family Exemption Claimant Street: City: State & Zip Relationship of Claimant to Decedent: Probate Fees to Register of Wills Accountant Fees to Patricia Rosendale, CPA Tax Return Preparer's Fees Griswold Health Aide Comcast - final bill Church of God Home Sprint - final bill Carlisle Regional Medical Center - medical bill Register of Wills - filing fee $575.00 $87.50 $13.48 $55.00 $38.26 $912.00 $15.00 TOTAL (also on line 9, Recapitulation) $2,426.24 SCHEDULE] BENEFICIARIES ESTATE OF FILE NUMBER Doris E. Bowen ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE NUMBER Do Not List Trustee(s) OF ESTATE I TAXAIlLEDlSTRlBUTIONS [include outright spousal dislributiOllS. and transfers under Sec. 9116(a)(1.2)J 1 Greg B. Bowen 7285 E. 77th Avenue, Commerce City, CO 80002 son 20% 2 Wendy E. Kotzmoyer 1675 West 85th Ave., Apt. 101, Denver, CO 80260 daughter 20% 3 Cindy L. Hailey 2 Village Court, Mechanicsburg, P A 17050 daughter 20% 4 Jetsy J. Byers 407 Sharon Avenue, Mechanicsburg, P A 17055 daughter 20% 5 Tammy A. Roberts 1868 Douglas Drive, Carlisle, PA 17013 daughter O' 2e%' II NON-TAXABLE DIS1R1BUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. Charitable and Governmental Bequests: TO TAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) $0