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HomeMy WebLinkAbout01-0907 PETITION FOR PROBATE and GRANT OF LETTERS 0>\- D\ - q {) 1 No. To: Register of Wills for the Deceased. County of Cumbe r 1 and in the Social Security No. 204 - 0 1 - q S R S Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/-ftPe" 18 years of age or older an the executr i x in the last will of the above decedent, dated Sept.pmhp r 1 n. and codicil(s) dated Estate of Charles F. Stnwpll also known as named , 19-2.5.- (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumbprl rlnn County, Pennsylvania, with h i g last family or principal residence at 11 S. Stoner Avenup Shiremanstown, PA 17011 (list street, number and muncipality) Decende t, then Sept.ember 23 at (;Jrr,- ~~ ( Except as follows, d cedent did n t marry, was not divorced and did not have a child born or adopted after execution of he ill offered for probate; was not the victim of a killing and was never adjudicated incompetent: C 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 inle.nnsYlvania situated as follows: --'-[,[ r ,2001 $ 1, 000. D f} $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters t est. a me n tar y theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) '" <I) u ~I f;r:,i:!do1!~~~ ;/-;tll __<I) .eQ.. <1)<- 50 C; c:: 00 ~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I s~ 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 represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. at}~fffd and ~ D.~~~1l... tf) QQ' :::s ~ - s:: ~ ~ \'\--\\-lo No. 21 - 01 - 907 Estate of Charles F. Stowell , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW OCTOBER 4.. XW 2001, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated SEPTEMBER 10. 1975 described therein be admitted to probate and filed of record as the last will of CHARLES F STOWELL and Letters TESTAMENTARY are hereby granted to SARAH A. STOWELL MARY CLEWIS ANDREW C SHEELY ESQ ATTORNEY (Sup. Ct. I.D. No.t 127 SOUTH MARKET STREE POBOX 95 ADDRESS MECHANICSBURG PA 1705S FEES $ 18.00 $ q nn $ $ 6.00 5.00 TOTAL _ $ 38 00 Filed .... .QCTP.B.~~. 4.,. . zorn. . . . . . . . . . . . Probate, Letters, Etc. ......... Short Certificates( 3) . . . . . . . . . . Renunciation ................ X-Pages JCP PHONE (717) 697-7050 Letters picked up on 10-4-01. ., 21 - 01 - 907 REGISTER OF WILLS OF Cumberland COUNTY OATH OF SUBSCRIBING WITNESS Sarah A. Stowell eeatett- ~) a subscribing witness to the will presented herewith, (~ being duly qualified according to law, depose(s) and say(s) that she was present and saw Charles F. Stowell the testah r , sign the same and that s he signed as a witness at the request of testat..o..I:- in his presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this 25TH day of SEPT 1 Sarah A. Stowell ~a~~ (Name) S. Stoner Avenue Shiremanstown, PA (Address) 1 70 11 LEWIS (Name) (Address) REGISTER OF WILLS OF Cumberland COUNTY OATH OF NON-SUBSCRIBING WITNESS Andrew C. Sheely ~) a subscriber hereto, (~ being duly qualified according to law, depose(s) and say(s) that he is familiar with the signature of Charles F. Stowell eeeietl will presented herewith and ~ believes the signature on the will is in the handwriting of testat~ of (one of the subscribing witnesses to) the that he Charles F. Stowell to the best of hi s Andrew C. Sheely jtc1JO~ knowledge and belief. (Address) Box 95,Mechanicsbut PA 17055 (Name) (Address) U,,:,,.C'f\, ry,r~\r ~'OG 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. ~str~ Fee for this certificate, $2.00 p 7651140 <i - ~(p -0 L Date ::f 1t!.rt?1 ..J:t s- Slf#~ I(btn ,~ 3'1 ~. fIA.. /0-/-0/ H10~. :43 Rev. 2/87 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH iYPEiPAINT IN "ERMANENT BLACP( INK :::~,:::~:,:=."::~~::" _ c:~~ijY;;~;''';1~-~=:::=",~=~--'~1~;M~3f.4~~~~i'~':~~?8~~ J_~~y' "'<JO"';; D.y. Houf.:- Mlllut.. I ,MOn'h DdY 'eo" ,tal. '" t "'"'9n Coun"", ,'OSPI rAL , ~ OTHE R' OM' ~ 82y,,: : ,Cctot:er9,1919 SlIlTlErClaJe, PA Inpal..ntKl ERlOlJlpal,.OlLJ ~~~090 ,s""",ty,U 5. : : ~__ 1 __~__ Sa. _ COUNTY OF DEATH CITY BORG lWPOF OEA=H FACILITY NAME III rlUllflslf\.Jh(J(l 'JIVl" Slfl.>-et dnOI)lJI ltlCr, RACE -AmtmCiln lnchan, Black, White. ~tc (Sp."'ty) Dauphin Harrisburg Harrisburg Hospital hThite ~. M DECEDENT'S USUAL OCCUPATION KIND OF BUSINESSIINDUS1AY WAS DECEDENT EVER IN MM;tiAL STATUS _ Mam..d ~ SPOUSE ~i\lnu oIWOf~ dune during lnost -_.~~~------ US ARMED FOneES? NO\l~:\(~r~~~(I~~;:::'~Yw) ed. (II .....Ie. give 1l'J..u~1l name; of wor\ln<J lite; do nO( use rellred) Yes !Xl I'k> 0 ,.......-... 11.. Cable Slicer lIb. Communica tions DECEDENT'S "'-fAlLING ADDRESS (Slft:'\.'f. Clry/fOwn, $uta, Lv COdel DECEDENT'S ACTUAL RESIDENCE (See I!)SlrVC1.r)nS O('l ulh(.~f salt:) 17c-.lJ Yes. dtKeoonlljytHj in Iwp 11 South Stoner Avenue ,..Shiremanstown, PA 17011 ". Sarah A. Keeney F.~THER'S NAME {filsl. MHJdle. L3SI] Cumberland 17b. Counf\l___-========:.:--_____-----=--_ 17.J~ ~h~~~~~,=ol_Shire.Q)ilDstow~_ __CIfy.t>o<o 1.. INFORMANT'S NAME tT y,-~Plllltl Clifton S tmvell MOTHEH'S NAME IF,,.,, Middle. MdIOt.." SUfr';jIflOj Cora Prough Sarah A. Stowell ,g INrOnMANT'S MAiliNGAOOHES$ l~heel. CltyrfoWll, SLl1le. Lip C~)(1e1 ~ (i] ~ o u. o UJ :l: ., z 2~ South St:onpr Av. PLACE OF DISPOSITION. Name 01 Cemelery, CramalOry or Ot.nttr Place 29, 2001 21<, HWlllnelstown Cemetery 21.. - NAMEANUADCHESSOFFAC'L1TY Trefz & 22<. 114 \.Jest Hain Street --- CiCE.~SE iruf:iiiEil---- lIummelstown, PA 17036 Bowser Funeral Home~ Inc~ Humme19 to~ PA 1/036 DATE SIGNED (MOflttl.O..y. 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Cil\JSIt(') and 1000flIlcr as staled. . ~ 31 b U a _~ tl-CCN--.:-- Uf~---- - ~~~ -~Jj\fE-SIGNEO;;07~;U.10~~J--------- I 'PRONOUNCING AND CEATIFYING PHYSICIA.N tPtly~,,'in t,_'~li ;.::r,)f\()uf"';'()(J Ue<llll dll(l':hlr!y,nq{O(:.iL~t:of "~f.:"\:'\ \.. MD 0) \: c( 3 u L (1 J I -../ i OJ To thd ~st 01 my knowled'J~. de-alh occurred.ill the lime, date, and place. "l,tld du. 10 the Coluse{,,) <1nd manr:er il" slOIled ~ ~l.~.____. ._____~.._.. ;::~.~~____~_._.._~__. _____ ~..!_d__=____.~_ ~-1~ _'- ____~__ NAMc..AND AOOnESS OF PEnS~~WtlO COMPLE TED CAUSE OF DEATH .U:EDlCAL EXAUINER/CORONEA (1IefT!'!1) r~pe or Pflnl:=I k \ c:"" On the b~uis ot examination and/or investigation, jn my opInion, de~th occurred at the time, da(~. and p:\!C~, and due to the cause(s} and ^ C . 0t ------------- ---.-------- -----------r2~-~~~~0")\..s..-~'-~- I,~~ ~,I\ YCI~1 HEGjSn1,.\n'SSlGNArUHEANtJNU\~tlEn. ru.. #. /.. 7:.. _1 ( OAT[ ~l!:::O{.\-b III Ulv ~..,fl IV}) I)J '/V G'; ,;u ~e'l { f /!. !t U.~ /1' 1..dJ..2- L l-i~ 1 :-[1 ,. - ~ ~ _.____.-._.___m____ _-..___ _,_..-- .' 1...-- _/. _ {____'m _-." '--..._'.. ._.' :; . ." LAST WILL AND TESTAMENT of CHARLES F. STOWELL I, Charles F. Stowell, of the Borough of Shiremanstown, County of Cumberland and State of Pennsylvania, being of sound mind and memory, do make, publish and declare this my last Will and Testament, hereby revoking any and all wills by me heretofore made. FIRST: I direct that all my just debts and funeral ex- penses be paid by my Executrix, hereinafter named, as soon as possible after my decease. SECOND: All the rest, residue and remainder of my estate, whether real, personal or mixed, I give, devise and bequeath to my wife, Sarah A. Stowell, providing she shall survive my death by sixty (60) days. THIRD: Should my wife, Sarah A. Stowell, predecease me or fail to survive my death by sixty (60) days, then I give, devise and bequeath said residue and remainder of my estate as follows: A) I give and bequeath my wife's personal effects and jewelry to my wife's mother, Joy G. Keeney. B) One-half (1/2) of said residue and remainder, I give and bequeath to my wife's parents, Russell M. Keeney, Sr., and Joy G. Keeney, or to the survivor. Should neither of my wife's parents be living at the time for distribution to him or her, then I give and bequeath said one-half (1/2) share to my wife's brother, Russell M. Keeney, Jr. C) One-fourth (1/4) of said residue and remainder, I give and bequeath to my sister, Esther G. Brandt. D) One-fourth (1/4) of said residue and remainder, I give and bequeath to my sister, Wanda H. Fenicle. .- .oJ FOURTH: My personal representative shall have the following powers in addition to those vested in her by law and by other provisions of my Will, applicable to all property, whether principal or income, exercisable without court approval and effective until actual distribution of all property: A) To retain any or all of the assets of my estate, whether real or personal, without regard to any principle of diversification, risk or productivity. B) To make distribution in kind of any personal property to the legatees named herein, in the sole discretion of my personal representative. C) To sell at public or private sale any real or personal property for such prices and upon such terms or con- ditions as she deems proper. D) To compromise any claim or controversy. E) To exercise any option, right or privilege granted in insurance policies or in other investments. FIFTH: I appoint my wife, Sarah A. Stowell, Executrix of this my last Will and Testament. Should she fail to qualify or cease to act as Executrix, then I appoint my wife's father, Russell M. Keeney, Sr., Executor in her stead. Should both my wife, Sarah A. Stowell, and her father, Russell M. Keeney, Sr., fail to qualify or cease to act as Executor, then I appoint my wife's brother, Russell M. Keeney, Jr., Executor in their stead. IN WITNESS WHEREOF, I have hereunto set my hand this /Otb day of ~Jc""'6et' , 1975. ~/~~ Charles F. Stowell c4- ."' Signed, sealed, published and declared by the above named Testator as and for his last Will and Testament, in our presence who, at his request, in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. _~a~ f/~orJ.E. ~ j CERTIFICATION OF NOTICE UNDER RULE 5.6(a) NAME OF DECEDENT: Charles F. Stowell Date of Death: September 23, 2001 will No. 0907 Estate No. 21-01-0907 To the Register: I hereby certify that Notice of Beneficial Interest required by Rule 5.6(a) of the Orphans Court Rules was served or mailed to the following beneficiaries of the above-captioned Estate on November 1, 2001. Sarah A. Stowell wife 11 South Stoner Avenue Shiremanstown, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5. 6 ( a ) except: NONE Date: January 10, 2002 N If) o 2 ~~ f'~' l,.,j..... Andrew C. Snee PA 1D NO 6246 P.O. Box 95 127 S. Market Street Mechanicsburg, PA 17055 717-697-7050 Counsel for Personal Representative, Sarah A. Stowell, Executrix Estate of Charles F. Stowell ~ - % c::c -, '-:i'~ J? l~:: f ,;:~ ~:... .~. 0, {)) uw ~a: ~ '",j" E 'it:S; Q>= Go STATUS REPORT UNDER RULE 6.12 G;o l{ > ---- .. Name of Decedent: Charlp~ F Stowell Date of Death: September 23, 2001 Will No.: 21-01-0907 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 @ No 0 2. lfthe 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 ~ 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 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the. Orphans' Court and may be attached to this report. Date: August 6, 2003 ~d-J 0 ~ .::> Signature _ _ - Andrew C. Sheely, Esquire Name 127 S. Market Street, Mechanicsburg, PA 17055 PA ID 62469 Address ;- I 717-697-7050 Telephone No. --." .....-..... Capacity: 0 Personal Representative o Counsel for personal representative REV.15QO EX [1-00) " OFFICIAL USE ONLY '* COMMONWEALTH OF PENNSYLVANIA . DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128.0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT w .... l&:~~ U~g !l:!Q:..J UQ.m ~ ~ z w o w CJ w o DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL) Stowell, Charles F. DATE OF DEATH (MM-DD-YEAR) 09/23/01 FILE NUMBER 20 01 COUNTY COllE YEAR 0907 NUMBER DATE OF BIRTH (MM-DD-YEAR) ItJpq/I' I' (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Stowell, Sarah A. THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 204-18-4695 NAME Andrew C. Sheel , Es uire FIRM NAME (~......-l Andrew C. Sheely, Attorney at Law TELEPHONE NUMBER (717) 697-7050 z o 5 :::>> ~ a: <( CJ w a:: z o ~ ~ :) a.. :E o CJ ~ 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 SOCIAL SECURITY NUMBER 204-01-9585 ~ 1. Original Return o 4. limited Estate o 6. Decedent Died Testate (Attach ~ ofWll) o 9. Litigation Proceeds Received D 2. Supplemenlal Raturn D 48. Future Intel'8st Compromise (dlI11t of dtlth tfI<<12.12-82) o 7. Decadent Maintained a living Trust (Attach ~ ofTNIll D 10. Spousal PovertyCredit(dlI11tor_,*-12-31.el and 1.1-95) D 3. Remainder Return (dote of death pfior to 12.13.a2) D 5. Federal Estale Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election 10 tax under Sec. 9113(A) (AlI8ch Soh 0) COMPLETE MAILING ADDRESS Andrew C. Sheely, Esquire 127 South Market Street P.O. Box 95 Mechanicsburg, PA 17055 r-..:J c:::. c:::. CT'\ o n --f 1 OFFICIAL USE ONLY (19) CHE(K IiEF~F IF YCl' ,'HE: f~r()UE: ,~It~., [\ I,! I ur,f) (',~ 1,1, OVl !,pi,'rMUn 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprielorship 4. Mortgages & Notes Receivable (Schedule 0) 5. Cash, Bank Deposits & Miscellaneous Personal Pnlperty (Schedule E) 6. JoinUy Owned Property (Schedule F) D Separate Biling Requested 7. Inter-VIVos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (lotal Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I) 11. Total Deductions (Iota I Lines 9 & 10) 12. Net Value 01 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable atlhe spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 20.0 (1) (2) (3) (4) (5) (") ~O ::0:0 :'7-' -0.--.. .--':r:.... .I .'.c!~ )> hi ',::> 2; :0 ,"'::(/)A ::.?OO i. )0., OC ; :0 :u-i )> \0 -0 :J:: .r:- o ; ~~ G')I (.., .. i:-;-j ri 1 :l-:J . c')~ "-" ' f-"" C'" v)Ch ~:W (6) (7) 50,730.81 50,730.81 50,730.81 0.00 0.00 (8) (9) (10) (11) (12) (13) (14) 0.00 x.O L (15) x .0 _ (16) x .12 (17) x .15 (18) 0.00 ~ . REV.1510 EX + (1-97) ESTATE OF . SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY FILE NUMBER COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT CHARLES F. STOWELL 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. %OF DECO'S INTEREST ITEM NUMBER 1. DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSfEREE. THBR RaATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COP'( OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET John Hancock Life Insurance - IRAannuit, X-5-F-618 Account #5P5045559, IRA-4 John Hancock Life Insurance Non-qualified fixed annuity Account SD1009060 John Hancock Stock 17 share @ 22.00 per share EXCLUSION IIF APPlICABlf \ TAXABLE VALUE 3,545.81 ~6,811.0() 374.00 50,730.81 TOTAL (Also enteron line 7, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-ll0) '* COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE , BENEFICIARIES ESTATE OF CHARLES F. STOWELL FILE NUMBER 21-01-0907 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Lilt Trultet(l) OF ESTATE I TAXABLE DISTRIBUTIONS pnclude outright spousal disbibutions, and transfers under SARAH A. ~dMt;L Spouse 100% rest,resi 11 South Stoner Avenue & remainder 0 Shiremanstown, P A 17011 Estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON- TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAl DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-l500 COVER SHEET $ due f (If more space is needed, insert additional shaels of the same size) Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Ma~orie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: ANDREW C SHEELY, ESQ. PO BOX 95 127 S. MARKET ST MEa-IANICSBURG, PA 17055 InvoiceNo: Invoice Date: Estate of: Estate No: Qty 1 Fee Description Additional Probate Fee Total 97.00 $97.00 Total: $97.00 Cltecks should be made payable to the Register of Wills. Tenns: Net 30. Please return one copy of this invoice with your payment. Thank you. 1100 10/19/2006 Cltarles F. Stowell 21-01-0907 rTToV 12-04-2006 STOWEll 09-23-2001 21 01-0907 CUMBERLAND 101 APPEAL DATE: 02-02-2007 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 9~!_~~9~~_!~}~-~}~~______~___!~!!!~_~g~~!_~g!!!g~_Eg!_yg~!_!~~g!P!__~____________________ REV-1S47 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CHARLES F FILE NO. 21 01-0907 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APJ~!~~^m~itI"IAl~WANCE OR DISALLOWANCE RECtIn~ct1l0NstAHD ASSESSMENT OF TAX :, -0C,T-P r.r. \,"1' I (~ l'iE\.]!.,) I ~.i'! \.);",}' L '_n. ~_: DATE 2006 DEe -8 PH 12: O~STATE OF DATE OF DEATH ERK Oc FILE NUMBER CL I COUNTY ORPHAN'S COURT ACN CU\1'T'J!'i ",) PA ANDREW C SHEELY ESQ 127 S MARKET ST PO BOX 95 MECHANICSBURG PA 17055 ESTATE OF STOWELL * REV-1547 EX AFP (06-05) CHARLES F TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED DATE 12-04-2006 NOTE: I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will re~lect ~igures that inclUde the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. AlIOunt of Une 14 at Spousal rate (15) 50,730.81 X 00 = .00 16. AlIOunt of Une 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00 17. Allount of Une 14 at Sibling rate (17) .00 X 12 = .00 18. Allount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= .00 X TS: 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 .00 .00 50,730.81 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax .00 .00 (11) (12) (13) (14) DATE + INTEREST/PEN PAID (-) NUMBER AMOUNT PAID · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To insure proper credit to your account, sut.it the upper portion of this fon. with your tax pa~t. 50,730.81 00 50,730.81 .00 50,730.81 .00 .00 .00 .00 ( 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.)