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HomeMy WebLinkAbout80-00466 t,D. .~ ,. ~ .~ II ~ .' . &; .~ aSg m. as .~ _ Ii : g) 0: .~~ !i;' i!E-li · CJi i" o~ ' p: ~ ~ " . 0 0' ~- ,;tl, I;) . ,<:) CO I - ..'C"'( . "'- o jl JJ ~ i .. LIJ . o Z == ~ ji 0:: ~+ ~ fa w '" ~ q ~ ~ .Q t;J t!l _ j . Z g ~. ~ 0 w . III ~ ' . ~ ~dD. .m ~ Q ~ ~ . Ii o m z ~ ~ ~ z t i2 :> ~ <( Z a m ~ lli: ~ Z ~~t o III f6 "" D: ~ m & <( <( ~ - ::E ~ ~ ... . . . OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probatc of Wills and granting of Letters of Administration in and for the County of Cumberland, personally came Mary ,jane Foae] sanaer who, being duly sworn ,do es depose and say that as Executrix D. Rodney Fogelsanger, also known as D. of the last Will and Testament of also known as David Rodnev Foqelsanqer Rodney, Fogelsonger, deceased she will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And also will diligently comply with the provisions of the law relating to Transfer Inheritances. S\'Iorn and subscribed before me. July 9 A.D., 19~ (JJf IJ f 'J' /i / J ,j~ ~ . /I ;/..-t.-<.._r1/1 . f v REGISTER ~ ~ ~ u.. o ...I ...I - ~ \0 \0 0:1' I o 00 I ~ N Q 00 I - N o Z ~ rn [;l::l ~ ~y Jane FOgleSang~ b? rA" ~ ~!Jt~ ,..; , ~ ,os :~ :Ql lO .0:': , ~~ l " . .0:.:.... Ql. . . tJ\ ~ ~ '" Ql Ql Ill: 0\ 0\ 00: <:" .-4: nl 0 Ql: rn '" IJ1 r-I r-I Q' Ql Qllil' 8'8'?i Iillil ~, :>1 :>1 '8: Q) Q) : <: <:~: ~~~\ >: . . m: A A A; ol 00' Q) ~f l"li 00: *" ~ "" .-4, i:Q ),~ ..... .-4: ..... :I: .~ .. ::= u, ~\ = e-.: .~ loll 'tl Ql .-4' 'E l"l: 0 It'l: " *,: ~ ~ 'i ~ ~ r.: r:.. DECREE 14th day of July 9 ,A.D.,I --80.-, there was probated and D. Rodney Fogelsanger, also kno\'ln as D. Rodney Fogelsonger, recorded the last Will and Testament of ~1 'Of" 1m'''''" ~~ n~vid Rodney Fogel sanaer late of Be it remembered that on the T.fl"\l?plo1pll I'fInt..mll:l.n;p , Cumberland County, Pennsylvania, M~~y ~ane Foalesanger Deceased. Letters .,,(;u:!+-:=.mtlon+~"'y were granted to Witness my hand and official seal the day and year aforesaid. ., ..c-;)/ _~'L\ .' -. Register Invantory of the reol and parsonal asto!e of D. Rodney Fogelsange~, a/k/a D. Rodney Fogelsonge~, a/k/a David Rodney Fogelsange~ decea..d. REAL ESTATE: 1. Real estate lying and being situate in Hopewell Township, Cumbe~land county, pennsylvania, as fully desc~ibed in Cumberland County Deed Book 13, Volume J, page 568, having e~ected thereon a single family dwelling. App~aised by Tom W. Aushe~man, July 9, 1980. PERSONALTY: 1. 16 Gauge ove~ & unde~ Shotgun, Model 420 2. Army Rifle 3. wincheste~ Model 97, 12 Gauge Pump - Shotgun 4. Remington 22 Rifle, Bolt Action - Magazine type 5. Remington Model 700, 222 Bolt Ac'i:ion Rifle, complete with All - Ame~ican pe~ma cente~ 6 pa~ Scope with Sling 6. wincheste~ Model 70-270, Bolt Action Rifle with Ge~man peca~ - Be~lin va~iable 3-7 pa~ Scope, complete with Sling 7. Va~ious types of Ammunition 8. C~aftsman Jigsaw, complete with electric moto~ and stand 9. Delta unisaw, 8" tilting arbo~ 10. Delta wood Lay, complete with elect~ic moto~ and stand - 36" opening 11. C~aftsman 1/3 H.P. double wheel Bench G~inde~ 12. Rockwell-Delta Shape~, complete with moto~ and stand 13. Homelite 1.50 Chain Saw 14. Sioux stand for elect~ic d~ill 15. Rockwell Electric Po~table Sabe~ Saw 16. Skil Model 405, 4 u Belt Sande~ 17. C~aftsman vibrating Sande~ 18. Elect~ic Sioux Hand D~ill 1/2" 19. Skilsaw Model 553, 7-1/4" Elect~ic Hand Saw 20. C~aftsman 1/4" Elect~ic D~ill 21. Small, Hand Tools in basement 22. 1. cement Mixer, po~table - common 23. R\lbbe~ Tue wheelba~~ow 24. John Dee~e #140 Lawn and Ga~den T~acto~, used 9 years with 41" Mowe~ 25. John Dee~e #80 ya~d Dump ca~t 26. 22" Rota~y Lawn Mowe~ - common 27. Simplicity 2-wheel Garden T~acto~ with attachments - old, 3 H.P. 28. Roto~ Tille~ - old model - Cho~e-Maste~, app~oximately 3 H.P. 29. Lawn and Ga~den Tools The above items we~e app~aised by Daniel D. lIe~shey, Auctionee~. 30. 1973 Chevrolet Impala Coup, sold p~ivately to K. Hull Byers Total Invento~y 22,000 00 I 125 1751 150 I 85 175 I II I I 195 00 30 00 95 00 210. 00 180 00 50 00 95 00 65 00 25 00 15 00 65 00 12 00 40 00 55 00 6 00 225 00 100 00 15 00 900 00 55 00 20 00 '15 00 55 00 15 00 1,375 00 26,683 00 00 00 00 00 00 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND \ J 55: _'..______ _ Maty,_J'In!LF-Q9~lsangeJ:_-- . no_ --, _ _ -- _ -------- ----- _ ---------- ------- ---,..--' being duly __S_I'IQl:IL...- _,,______ according to law, do poses and says that she is_tha.Exec.uto!:------ ---- _____________'____ _,,_ __ ________ ____nO of the Estate of ,D~..RQdrulyJ'.Qg.e1sang.et late of ____Hopew;>ll Township--- ____.. .-, Cumberland County, Pa., deceased and that the within is an inventory mado by .._,_\1e;:____.____,_____ ,,- -.-----, the said.J:x.e_CJlt9r of the entiro estate of said decedent, consisting of all the personal praRerty and real estato, except real ostate outside the Commonwealth of Pennoylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedont's death, . Swotn and subscribed bofore me, 01Lj , J,7}((J4Air- Exocutor . Acfmini ~to, _______.stat ROl~,~ 91 ~lf't'~'JU0 '7 19 ~O \Yea ,,~<b ~ g~,,, e~ . MV Commiuion Expir~l MilV '15. 1981 Shir'j'tcnsbuflJ. Pi!.. C\,lln~crlilnd (wnW, _----PhiEPensb;,g;q. PA Addr." Date of Death 9 DAY Febtuall_ Month 1980 Yur INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must bo filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. -.9 III III " 1 >- ~~ -0 ~ ... w III III " .et ~ \ ~ 0:: '< '" ~ w . . .<: ~ ~ 0.. ... "" Iii lJl u 0 0 III "'''' ~ ~ ~ w w 0 '" :c 0:: tJltJIlJl ~ ~ I- 0.. u.1ii~.-4 '\) 0.. -!... z ... -" o '" E-< ~ u. -" <C o lJllJl 81 0.. W 0 <( W .-1.-1 I .-I i: f'( > Z 0:: "'''' f<l ,.-I '\ Z 0 && ~ '" c I 0 :< ~ 0 Ii III z '" 0 0:: >< >< ~l u z w <C 0 r, .... 0.. '" ~ 1>\ tl1 -0 c ~ \ h'. - -;: I>\I>\~ 0 " .tl > ~ E -0 .... , ,Ill ~ ..! 0 \ 00 Ci ~ ~ 0 -" U u: 00 9(: Ed O~ 100 09. IlEV.45' EX+ (,.<<01 SCHE:DULE "F" COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE STATEMENT OF DEBTS TRANSFER INHERITANCE TAX AND DEDUCTIONS RE~:E~:~:r!~:~:~~~:~: :~~b ~~~~~ :: -- w__ ---~+-+-~~~ Estate of David Rodnev FoQe1sanqeJ: Dato of Death Fcb. 9, 1980 File No, 21-80-466 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: Claimant MaJ:Y Jane Foge1sangeJ: Relationship to Decedent DaughteJ: Claimant's Address star Route 112. BOX 91, ShippensbW:Q. PA 17257 ITEM NO. REMARKS DATE NAME OF PAYEE DEBTS DECEDENT In atient seJ:vices 1 caJ:1is1e HOS ita1 ADMINIST~ ION EXPENSES e1san er Funexa1 Home Eb GJ:anite WOJ:ks 4. Ju1 c. Lewis, RegisteJ: 5 Ju1 9 Mar c. Lewis Re isteJ: u1 11 Tom W. AusheJ:man FuneJ:a1 E. enses Headstone LetteJ:s TestamentaJ:y ShoJ:t ceJ:tificates A J:aisa1 of Real Estate e t 1 Jane FO e1san eJ: Davis and u11in eJ: e 'steJ: e 0 t Fami1 Exem tion AttoJ:ne Fees Filin Fixst & Final Account ~5 .n <.::, --, ':"_~ Oi AMOUNT 995.25 1 488.00 1,165.00 27.00 5.00 80.00 15 00 2,000.00 1,050.00 TOTAL THIS PAGE I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes. ("j ,.~ ~.J'l IG eO DATE . DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S ;;. 9 J,S ,-2.!J- AT / d b PERCENT, /-/5-71 QATe GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are claimable inciuding the cost of administration, attorney fees, fiduciary fees, funeral and buriai expenses including the cost of a burial lot, tombstone or grave marker. All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedlile. A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent, The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws. c "" I:l n ;.> l"1 ~ ~ ;.> 0 0 " U'l Z C'l n c: " ..., z ::: z 1= l"1 l"1 ~ Z ::0 ~ 9 - 0 Z Z l"1 ..., r:1 Z 9 ..., -< l"1 - 9 U'l ~ Z 0 U'l 0 U"\ 9 ." ::0 <;') ." ~ en !oo ~ 0 ~ ::r Ill' . ." 0.. ,..- - "<I :g . ~ ~ 0 - "'&& z n 0 (1) - - ::l ::l ::l ;.> Ul & (1) (1) l'" g tr '<:'<: ~ gi.:1hJ c:: U'l .0 ,VI l"1 ~ . 0 (1) (1) :g 1-'1-' Z Ul 1JI :;; (1) 0 III I-'::l::l -< -< .0.0 l"1 l"1 ~ t1> (1) ... ... ~ ~ . . III III ~~ Pi- INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2, Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurred and/or paid. 4. Enter the names of each payee. 5. Provide a brief explanation in the remarks column for each debt claimed. 6, Enter the arnount of each debt being claimed. 7. The form must be signed by the person who has assumed the responsibility for paying the debts. PENNSYLVANIA INHERITANCE TAX GENEflM, INfOHMATION ---------..--- 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Eslate Tax Act of 1%ll'lllvides Ihi1llhe lollowin~~ fH!I:;ons shall pwpare i1nd file a return: a. The personal representative of the estate of the decedent as to prl)pr~rty oll.hrl r1l!ccdl:nl '1Ilministcred by him and such additional property which is or may be subject to Inlwriti1nce Tax 01 which Iw/slll~ sll:lll have or acqui Ie knowledge; b. The transferee of property upoull:e transfer at which InllClitanCi: T:JX is or /IIay hI) illlposerJ hy Ihe ]961 Slallltr~, including a trustee of properly tlansferred in tlllst, provrlh:d th;d 110 :;epar:lte relurllneed he made hy lhe transferee of property included in the retllrn of a personal representativl!. 2. PLACE FOR FILING The return is to be filed in duplicate with the Register of Wills of tile cOllnty wherein the decedent resided, 3. TIME FOR FILING The return is due nine monllls after the decedent's death, unless an extension (or filing has lJeen applied for and granted by the Secretary of Revenue within the nine'iIlonth period. 4. FAILURE TO FILE RETURN Section 791 of the 196] Statute provides thaI". . .any person who willfully fails to file a return or other report required of him. . .shall be personally liable. . .to a penalty of 25% of the lax ultimi1tely fOllnd to be due or $1,000 whichever is the lesser to be recovered by the Department of Revenue as debts ollike amount ale recoverable by law." 5. TAX RATES Inheritance Tax is payable at the rate of 6% on transfers to lineal descendants, such as father, mother, husband, wife, son, daughter, grandchildren, grandparent, son-in-law and daughter-in-law and at the rate of 15% as to all others. 6. PAYMENT OFTAX The tax assessed on the transfer of property reported in the retum is rlue 9 months after the decedent's death. Interest at the rate of 6% per annum accrues thereafter until payment is made. All payments received are first applied to any interest which may be due with any remainder applied to the tax. IF TAX IS PAID WITHIN 3 MONTHS AFTER THE DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED. All checks should be made payable to the Register of Wills of the county wherein the decedent resided and are received subject to the final determination of the Department of Revenue. 7. FAILURE TO PAY The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until the taxes and interest have been paid in lull. The taxes IIIi1Y he sued for against any real property in the decedent's estate or against aoy property belonging to a transferee lirlhle for the ti1X, 8. FILING OF FALSE RETURN Any person who willfully makes a false return or repolt required of hUll shall, In acco!r!r1nce with Section 793 of the 1961 Statute, be guilty of a misdemeanor and, on convictionlhereof, ,hall he s[,nlenC8Clto pay a fine not exceeding $],000 or undergo imprisonment not exceeding one yei1r or hath, , \ ,"' lB /IEALlO/I'" fOUl QlflUII SCIfWII) AU 01 frunklm Coun1r. PllfHuylworllu 7/usherlnan 7Jros. REAL ESTATE 229 N. 2nd ST, Chambersburg, PA 17201 717-264-6715 This appraisal is with reference to real estate in the name of Rodney Fogelsanger recorded in Cumberland County Deed Book J 13, Page 568 and D. Rodney Fogelsanger and Mary Jane Fogelsanger recorded in Deed Book W 23, Page 374, These properties are located in Hopewell Township. The purpose of the appraisal is to estimate the market value I , of the real estate, for the Estate of Rodney Fogelsanger. After careful study, it is my opinion of market value as of February 9, 1980 is TWENTY-TWO THOUSAND ($22,000.) DOLLARS for the dwelling and ONE THOUSAND ($1,000.) DOLLARS for the school house, based upon my independent appraisal and the exercise of my professional judgment. The above total market value is defined aSI -The highest price estimated in terms of money which a property will bring if exposed for sale in the open market allowing a reasonable time to find a purchaser who buys with know- ledge of all the uses to which it is adapted and for which it is capable of being used." I hereby certify that I am fully acquainted with the area in question, that I have personally inspected the property and that I have no interest present or prospective, the real estate appraised. and that neither my employment to make the appraisal nor the compensation is contingent on the amount of the valuation reported. The appraised value has been treated in confidence. Neither it nor any of its contributing items have been disclosed to others, 'July 9.1980 Date of inspection ~,;; ~ ~. - J,",~-~ - Tom W. Ausherman July 11. 1980 DQte of signature Other OHice. in Wayne.boro, Shippensburg and Greencastle tlonMU falm~ A.ppIO;IQI~ Inn~ln\enh Coun'lIlinQ ." \... 'rhie; jJ!'olJuJ..ty iu 10<.:utod 1/1f mile from NewlJurg alon..:; ,,1001.0 :"'jirlllC;-:ieVluur'y Hoad If6')G, '1'he area it; II'S7~ built-up with uinc;lc 1'U1oily hOloeG, thlJ ualance in farm lunu. \'Iuto!' il; 1'ru,11 a wull and uewerage is indiv- ill uul. Land cOlluiGtG of all ire(;ular plot of ground con- taining 4 tnwtu, 66 ::;q, l'odu, 99 perche::;, 9.5 perch anll U2 jlureiltJG. 'rile: plot is properly landl:luaped having many varietieu 01' Gltade treoG, founllation shrubs, grapes and bushe:.;. 'l'he land is allove the road with a steep ulope in the rear. The llriveway is uhipped stone. Improvements consists of a one family residence covered with l'ud insul-brick effect shingles containing 6 rooms, one bath. The ol'ic;inal house was probably built in the late eighteen hundred with an annex in 1')/,8 and <.:ontainlJ approx. 11,LpO s.L 'rhere is an inside and exterior entran<.:e to the basement. 'i'he foundation walls are of llloc k and poured walh], 1"loor is of earth and concrete. Oil hot water heating system pipell to the first floor and bath. je.i t<.:hen haG minimUlo wood cabinet shelving with lJuff'icient base <.:alJinets. Yellow pine flooring the the dining room and wille pine in the living room. Pantry is off the kitchun: 'fhere are J lledrooms and bath on the second floor, bath is finished in plastic tile. Hoof is 01' compol:li t ion shingle and me tal. Other uuildings, 'fwo car gara~e of concrete bloc It JO' x 22' is approx. 2'/ yearu old with a new composition roof in the past 5 years. Poultry house is of little value and will prolJably be de:nolil3l1ell in the near future, The hi~hu9L and best use is for the purpose now being used a ::>ingle r".lOily reGiclence. 'i'here are no vislbllJ violations, easement or en- crochments. In arriving at u value the appraiser also took the following items into consideration. 1, fhe exterior insul brick siding is ueperating. 2. One bedroom does not have _..,____.4\. .~ fuuf OUI'" ~.nlng All 0' f(onklin CQunly. P,nn')llvanIQ M"1 Y/usherman :JJros, L[3 REAL ESTATE i; ~E"'l.'Orl' 2291'01, 2nd St. Chambers burg, PA 17201 717.26+6715' ~l QUALII"ICATIONS \ . * w ,~ ' , , 1 TOM W, Ausherman ~, " Shippenuburg State Teachers College. 1940-1941~ ~ Unites States Marine Corps. 1942-1945. ':, ",,' Ch8l1lbersburg Buuiness College 1946. " " ~1:' .,,: '?,:: ,~; ,. Si~oe ~947., Tom W. Ausherman has been engaled in" I.ri~~.i:':~al'" f~- . '.'/'( ,!,' eatate praotice under the nue ot AusheX'lllan .dro... 229 North" ~";~R,,,~ . ,'.' ~oond Str:et, Chambersburg, .Pennsylvania. He 11 a partner of "..j' ,,: ".,:"J' . ..ullhoX'lUJl ros. Real Estate Agency and experienol,d in the, oal... I'" ..,,5'" ,appral1i1ing and llllUlagement, ot real estate. ; :,';: ,...:,.,... . t',t '.\" ," :.',~ I,.' .- \ ~- ", . , . /:" 'j' '~., '. ,i:", ' Appraisal ...igiunent exeouted by him tor Insurance Oom~1e., ", ",; 'f'. " 'Individua18, lAcal II.nd City Banks. Estates, QpVerMentaJ;,~~_':i'i:':>," ;'j'.:','.': ,.' enoies; Attorneyu, iAa.rtin & Marlltta Corporation, Hoaiequ1,ty',- ;"::/:",::",:':', .~ ..:." ." :.-,Crookett Mortgage Company, 'rhe lAmas'" Nettleton CQ..' GI.lU,.t0r4' i' ::~ ',' ';.'; .\'::;,;\, Water Al.\thority. 011 Compan1u. EX8cutrana Xno,,>'1:t:{:J. 1{a,~..~,C'Q...:il( ,~ ;~",:)i::i'l: ',;,1,\ :'Owne-Illinoi.... Ino. Paok:8.ging Corp. ot Amerio""hojeot ii70,,",Dtpt /',1., ~\. J;:;,:;;;'i~~;':'~:r,:ot:,P:t'ope,rty & Supp~1ea., Department ot l'oreste ~W""',.t'i~:,'~pt. at . 1 ii",::,".::i;::'.:W, El'lviX'ol\lll8nt.1R88ourcea,~t Pa., Housing A.~thorl toY. o1"~he;it!~unt,y ot; ;)'\;:,::;\'(,', Franklin. Tri-State Dev.' Inc.. Valley MutulJ,l InlJ.i,QhD,rn~~eb\1l"g'-:,;,. ." ,.iJ;':'"t,(j;,,)i'&Shippensburg Area Schoo! Diott'icte, Penn Minilt"e..tres,':,\!;I\C.,.': Gene .',:: "";",: ':: .Ellllotric. .IJ.bllll.'ty Pinance Corp., Fedori'll Natione,l',Mol"tglloCO Asaoo.la- ,.:- '. ',.',"'., ,-,' 'ti,ons. fr'J.G.I.C.. FilJher .Scientif1o of PittBburg, Ingersoll Rand. /;' . IMtterk.nn,y Federal \.Ore/Ut. .L<'11'8 Compani09, CommonwlIlalth 1lCo~lag8 :\ .' . ,Assurance Company. CUlTlbel'land-Pel'rY Mental Health. Maohan1ce. ' . . " ..~. Bulldl~ .. Loan of Cl\bg.. Roaltors. cover tho vaLu..tlon.o~..ll' 'i,' .:'types ot,p1'opert1ee. "::'~\;,.":" .. . r' ,~.' .' . .... ,.:.'. ,". .:":'~ 't,:;;,';' ::, .': Prom 1951 to pr...nt, 'iniapeotor " appra1eer fortheV'terinl A..d-.". min1etration. Prom 1956, to prullnt appraiser tor the Fd'l'al .'. Houuing Administration. Vrom 1962 to p1'eaont right-ot-way appr.i.,~ .forthe Commonwealth of, ~nnlllylvania. ',;:' " ,\. " . ,! ,. .~;: :,; Ji , ,:,1, ","'.\; ~.', ". " " ~ -;I;i, .' ~~ D~~IQNA~IONS. ')~~:OJ ' .' ,. '-. ,. '>\.. ....., 'f ,',.," "r" ,,', . I':,: Senior Meml?er a/the American Rie;ht-o.t;-Way Allsoo1ation.. hnn- sylvania Chapter # 9. Regiutration Number 1010. . SENIOR MEMBER OF THE AMERICAN SOCIETY OF APl'RAISERS. V10e Pruident 191J. President 1974 and 1975. . I', " 'J' l:'ROl"b;::;SIONAL AFl"ILICATIONS. Member National Inati tue of ParlD '" land Hroker. Fast President . , Secretary of the Franklin Conty Hoard of rtalto1'l.Meaber ot State '" National Assn. of Rllal Estate Boards. Member and past direotor 01 . Chambersburg Greater Chumber of Commerce. , '. ' l'ennsylvania broker License 101221. /;;:;",A-{..a.~t.c:'M~?k Tom W. AUlIherm8l'\, A.S~A. SR;W t'\the, Ollie" in Wayne. bora. Shlppenwu,,, one G,.eneQstl. ,.. "~ REV.451 EX+ (3.aOI COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "8" PERSONAL PROPERTY '* (Instructions on Reverse Side) Estate of D. Rodney Fogelsange~, also known as D. Rodney Fogelsonge~, ~'qn knnMn ~q n~"in nnnnAY WnqA'~nnqp.~ ESTIMA TED DEPARTMENT ITEM DESCRIPTION UNIT MARKET VALUATION NO. VALUE VALUE (OFFICIAL USE ONL Y) 1. 16 Gauge ove~ & unde~ shotgun, Model 420 125.00 125.00 2. A~my Rifle 175.00 175.00 3. wincheste~ Model 97, 12 Gauge , pump-Shotgun 150.00 150.00 4. Remington 22 Rifle, Bolt Action - Magazine type 85.00 85.00 5. Remington Model 700, 222 Bolt Action Rifle, complete with All-American pe~ma center 6 par Scope with sling 175.00 175.00 6. winchester Model 70-270, Bolt Action Rifle with Ge~man pecar - Be~lin va~iable 3-7 pa~ Scope, complete with Sling 195.00 195.00 7. various types of Ammunition 30.00 30.00 8. Cl aftsman Jigsaw, complete with elect~ic moto~ and stand 95.00 95.00 9. Delta unisaw, 8" tilting a~bo~ 210.00 210.00 10. Delta wood Lay, complete with electric motor and stand - 36" opening 180.00 180.00 11. craftsman 1/3 H.P. double wheel Bench G~inde~ 50.00 50.00 12. Rockwell-Delta Shape~, complete with motor and stand 95.00 95.00 13. Home lite 150 Chain Saw 65.00 65.00 14. Sioux stand fo~ electric drill 25.00 25.00 15. Rockwell Elect~ic portable Sabe~ Saw 15.00 15.00 16. Skil Model 405, 4" Bel t Sande~ 65.00 65.00 17. c~aftsman Vib~ating Sander 12.00 12.00 18. Electric Sioux Hand Drill 1/2" 40.00 40.00 19. Skilsaw Model 553, 7-1/4" Elect~ic Hand Saw 55.00 55.00 20. c~aftsman 1/4" Elect~ic D~ill 6.00 6.00 21. Small, Hand tools in basement 225.00 225.00 22. 1 Cement Mixer, portable - common 100.00 100.00 23. Rubber Tire wheelbarrow 15.00 15.00 24. John Dee~e #140 Lawn and Ga~den T~acto~, used 9 years with 41" Mowe~ 900.00 900.00 25. John Deere #80 Ya~d D~~p ca~t 55.00 55.00 26. 22" Rotary Lawn Mowe~ - common 20.00 20.00 27. Simplicity 2-Wheel Ga~den Tracto~ with attachments - old, 3 II.P. 75.00 75.00 28. Roto~ Tiller - old model - cho~e-Master, approximately 3 H.P. 55.00 55.00 29. Lawn and Garden Tools 15.00 15.00 The above items we~e app~aised by Daniel D. Hershey, A~ctioneer. A copy of said app~aisal is attached he~eto. 30. ;97~u<p';ev~olet Impala Coup, sold privately to :, __~ M , --< M TOTAL THIS PAGE 4 683.00 f/. I. P "I ",., / ~ ,: . '." - ' c ~q f+s /Il1 'H~ ~l J Saw Co~.. f I~f e., /I 9 $"", CU wdt.. -t"/-ed....,("-o /1-101",.. 'b :S{'l",d P~(+a.... UV1I':.<iW :?'I +<I~'vil I1rfoar :J.../o,h (1- H,o..... C\jO\l~ LQ'1 C'_M""f{-ef-e.. W (~t" / go D IO-U e(-ed",:c.. MD+OV- 'tJ ~--IQ,.",d _ "8/' tI DrVll"'( C V'Q:t+li.lIl1 a VI ~ h. f' J C'J ~ {<<- l.-Jh-e...../ b-et"c)'l 'J'rl ~d 1."1" 5- 0 ,a-o R~,-kU,)dl _~(.f-&v ~~Qt~r 9 s, UV COV\-\fld-e.. wJ.t., ,Mot'.:.1'"" 'b- Sfav,d. Hro 1M 0 { : t-c:... / r- e/' ,;;, () 1.1<;0,11\ Sow , lo S', &-0 S'iou'J( S-t-Cl"'J. -fer C{""I:.+rl'c.. d.Y"'1.I ;. 5", UO Ruc.KweLl c(e.dr-;c, p"....:tll.lok SQIa-et" So.w / S", G"1:J S'k~ \ Mcd",-/ Lfo~ Lf Ii b-e 1+ SQ",cl-e(' ("S',~ Cl/'Q.fk VIta 11\ Ut bV'Gl.i-<V! i ,~a I.,d-el/" I-{ I . r J I J"^I'1 1 ~ II 1= C c.."1' v' I c.... ;:, l c () y... ') 0 1'\ <t . ^ 1;J,trU L{ C (C\;> ~-k~ls.a.w .11od-el S-S'3 I~ (I f r e<. + "';<.;, J'lCi IIId SQ,-^" b S-.~"1.l REV...2 EX' 13.801 SCHEDULE "C" COMMONWEALTH OF PENNSYLVANIA TRANSFERS . DEPARTMENT OF REVENUE TRANSFER INHERITANCfI> TAll.IJdney Fogelsanger also known as RESIDENT DECEDENT . , , E5TATEDFD. Rodney Foqelsonqer, also known as David Rodney Fogelsanger * INSTRUCTIONS: 1. Answer the questions on reverse side. 2. If the answer to any of the questions on the revmse side is "Yes," provide a description of the property transferred per Schedules "A," "8," or OlE," its estimated market value at date of death, dates of transfer, to whom transferred and relationship of transferees to decedent. Attach a copy of any trust deed or instrument relating to the transferred property. - ITEM ESTIMATED DEPT. VALUATION HO, DESCRI PTION MARKET VALUE (OFFICIAL USE ONL YI . NONE , , TOTAL THIS PAGE ,,~,~ ^' "'^' ,N'" " QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) J.9.-. 2. Did decedent, within lwo years of dealh, tr;1I1sfer property from himself' herself to himself/hersell and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".j ..IlO.- 3. If the answer to one or two above is "Ves" and Ihe transfers are claimed to he nontaxahle, provide the following information: a. Age of decedent at time of transler, b. Copy 01 death certi ficate. c. Affidavit hy the attending physician indicating the state of decedent's health at time of transfer. d. All other information supporting nonlaxahilily of transfer. 4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or iHlequate consideration therefor which was to take effect in possession or enjoyment at or afler his/her death? (Answer "Yes" or "No".) NO a. Was there any possibility thatlhe property transferred might return fa translelOr or his/her estate or be subjecl to his/her power of disposition? (Answer "Ves" or "No".) No b. What was the transferee's age altime of decedent's death? 5. Did decedent in his/her lifetime make any transfer without receiving a valuable 81111 adeQuale consideration therelor under which transferor expressly or impliedly reserves for his/her fife or any period which does inlact end before his/her death: a. The possession or enjoyment of or the right 10 income from lhe propertv translerred? (Answer "Yes" or "No".) -1'!!L- b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) Nn 6. If the answer to five h. above is "Ves," state whether the right was reserved in decedent ;lione or others. 7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the henefit or care of transferor? (Answer "Yes" or "No".) NO 8. Did decedent, at any lime, transfer property, the haleficial enjoyment of which was suhjecllo cllange, because of a reserved power to alter, amend, or revolle, or which could revert to decedent under terms of transfer or by operation of taw? (Answer "Yes" or "No".) No 3. If the answer to eight ahove is "Yes," was the power to alter, amend 01 levoke the interest of the heneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No".) REV-453 EX+ (SoBOl , COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT 1 k(lnstructions on Reverse Side) D. Rodney Fogelsanger, a so nown as D. Rodney Fogelsonger. also known as Estate of li1:ar':i-a J?....M...."':. }i'r.go1 "'~1'\go"" SCHEDULE "0" BENEFICIARIES *' BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Marv Jane Foaelsanaer Dauahter yes 3-24-36 Entire Estate nO - M Shiooensbura. PA 17257 - , - - I The above beneficiaries are living at this time except for the following: DATE OF DEATH NAME ~ ., Schedule "E" must include all property, real and personal, owned by the decedent jointly with another partY or parties as joint tenants with right of survivorship. Both tangible and intangible property are to be included. List real estate first. INSTRUCTIONS FOR COMPLETING SCHEDULE "E" 1. Describe all real property as indicated in the instructions for Schedule" A". De,cribe all per,onal propertY as indicated in the instructions for Schedule "B". Include the name, address and relationship to the decedent of the co.owner (sl and the date the joint ownership was established. 2. Indicate the total market value of the jointly owned property. 3. Indicate the percentage of the decedent's interest. 4. Indicate the market value of the decedent's intere,t. r r-- "' CI n :v M )- :::: Z :v 0 0 0 V> " ... Cl n C ti o-l Z ""', Z ,r-- M M :>:: Z )- 0 - ' (J 'r-- :;:l - Z Z M o-l M o-l Z P 0 -l ><: V> M - v>' Z 0 v: 0 ..., 0 .." I \~ .." ;>: ~ in ~ tltltl ~ 0 ~ Ill' . ., "'l ~ <: - "'l ,~ ~&& 0 - 'g 1:<1 Z C'l ~ - I:l 0 :<ll:ll:l :>- \U' [g. ~ 8. Cll Cll l"'" ::l ~ Cll f~'< c p. CllhJhJ V> '" 'lhJ ~,~' t'\ .. ,f: ~ 0 ~ ~ ~ Z III III ~ I Cll 0 III I ~::l ::l -< Ul \.Q 1.0 -< ~ ,', ra~ t":1 >- CD'" .. i:1 ;::l Ii III III - 'X''X'' " III III .' INHERITANCE TAX SUMMARY SHEET (~UREAU USE ONLY) 21-80-0466 . Re:V.~84 EX+ (HO) File Number Estate Name D. R.Qd.n~J:Qgelllanp;er Date of Death February 9. 1980 Social Security Number 197-~-8374 REPORT OF INHERITANCE TAX APPRAISER [II Original o Supplemental o Remainder I, the undersigned duly appointed Inheritance Tax Appraiser In and lor the County of Cumberland Pennsylvania, do respectfully report that I have appraised the real and personal property as reported In the foregoing return at the values oat lorth opposlta each Item In the last column ta the right In Schedulas "A", "B", "C", and "E" Dated: January 14. 1981 .A&/L"//1 )'71'/-.11'0"')) INHERITANCE TAX APPRAISER -' INVENTORY VALUE AS APPRAISED ADJUSTMENTS CODE (HARRISBURG USE ONLY) REM..INDER APPRAISEMENT CODe DISCOUNT INTEREST + S $ = + = BALANCE $ TO $ S Real Property (Schedule A) $ 00+ Penanal Property (Schedule D) 10+ Jolnt.Held Property (Schedule E) 20+ Transfers (Schedule C) 30+ TOTAL GROSS ASSETS__42., Lou D.bts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE o LUc Estate o Annuity 40- RATE FACTOR FOR USE OF REGISTER ONLY Tax on $ ~ 6% Tax on $ 15% Tax on S Tax on $ Tax on S Exemptions Total Estoto TOTAL TAX INTEREST FROM BALANCE TO Leu Credits DATE OF PAYMENT AMOUNT PAID $ INTEREST FROM BALANCE DUE PRINCIPLE 92+ 93. VALUE CODE COMPUTATION OF TAX $ $ $ $ $ $ $ $ TAX CREDIT $ c-- ; IJ'\ N ~ ~ ~ ~ ~ ~ a': '" :z: I.:l Iol ~ 0 ;>< ~ Iol N rn II II ~ >< ~ 1 ..:I ~ .( Il - lil '" u :z: ~ '" .... 0 N - 0 'M .... l>< - . .... .<: l>< ~ A tI] tI] 0 d ~ l>< l>< !;; 0 rn 0 Z d - Iol '" ;>< [-0 d z ~ ga [-0 I.:l Z Z ..:I d - d 5 ~ I.:l ;:; 0 U I.:l ..:I Z Z [-0 ~ z Ea ~ rn ~ 8 0 - I.:l 0 ..:I INFORMATION To insure proper credit to your account, tho n[llne of tho estate and file number should be clearly print- ed on the check or money order. ThIs assessment is made in accordance with Section 708 of the Inheritance and Estate Tax Act of 1961 (72 P.S. 9 2485.7081. To the extent that inheritance tax is paid within threo (3) months after the death of tho decedent. a discollnt of liva (51 parcant is allowad (72 P,S, 9 2485,716). Inheritance Tax, other than tax on B future interest. is due at the dale of tho decedent's doath and becomes delinquent at tho expiration of nine (9) months after the decedent's death (72 P.S. 9 2485-711). Inheritance Tax on a future interest is payable within three (3) months after the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 P.S. S 2485-712). Calculate interest from the delinquent date shown on the face of this form to the date of actual payment USing the following interest table: ------------ --------- - -------- - --- ---- - -------- - - --- - --- -- - ------- -- - - - -- -- 1 month .005 4 months .020 7 months ,035 10 months .050 2 months ,010 5 months .025 8 months .040 11 months .055 3 months .015 6 months .Q30 9 months .045 12 months .050 1 days .00017 11 days ,00186 21 days .00352 2 days ,00034 12 days ,00203 22 days .00369 3 days .00051 13 days ,00220 23 days .00386 4 days .00068 14 days ,00237 24 days .00403 5 days ,00085 15 days ,00250 25 days ,00420 6 days .00101 16 days .00267 26 days ,00437 7 days ,0011R 17 days .00284 27 days ,00454 8 days .00135 18 days ,00301 28 days .00471 9 days .00152 1 9 days ,00318 29 days .00488 10 days .00169 20 days ,00335 30 days .00500 ----------- ---------- --- --- - ----- --- - -- --- - - --_._---- - - - --------- --- --~ Any party in interest, inclUding the Commonwealth and the personal representative, not satisfied with the assessment may object thereto within sixty (60) days after receipt of this Notica as provided by Section 1001 of thalnheritanca and Estate Tax Act of 1961 172 P,S, 9 2485,10011, Make check or money order payable to: "Register of Wilis. Agent" Mail to the address listed below: ~"""'~~""~~J~ili'"i\$:Il., 4.1. '1Y'~lr[7~ ~ ~"-"'''' F . ~~ gj~ E-<~ f:j~~ '/HiI H ~PI III Pl8~ UQ~ ~liI~~ :!1!l:s I ElHO UQ U g "'Hill O~Z I ~f:\!ll ~ oR~ 0 1=;0 Z . . '" 111 OJ """ 'M tn ... Q.l s:: s:: ~ trl ... ItS III Q) <: P< > tI} tn ItS 'M r-I ... <: 1Il,s:: >< Q) 0 r-i tI) tIl 8' III Q) <: <: r<l'Ol8'n. 8'r<o E-< PI'" >< Q) Q)r<o><....1Il <: Q)'" >< 111 '8 >< <: Q) '" Q) ~d'8~s~ '8~P<0'" . C'C) Q~"':I: 'M '" Q-I . >: lJ.l 's: o Q 111 0 111 Q ... Q)';: Q) '" .jJ~oll"'Q) tl,~~-!l lIloll' :l M oil U ~ H !j i:1 ~ E-< III H Q ~ III o PI @ PI CJ .~ - 4-1 \1.l "t:l 0 "d C: ..... J..t ,.Q do) ..... \1.l ~ ~ 0: ~ ~~ -;; ~._ c: :.a c= .5 0 :G "0 o.,g :s e d) G'"05.t)d:~8u -5 Q) a 15 oS '0 '8 g ~ 0:5 "5 s: _ S! ... 0. Q) Q) .~ 0:-;:: 'P t:: C ..t: ..... '0 ';: ~ __ Q,l ::I.+J.5 "0 rJ)~Q)oe~.9~ .g uas"O~Q.l~~ .- '.;:~~t::.s~~'t:: u o rJJ In ~ r.n 0 C c .S .:: c cs (!) c: ~ +-' ~ ._ ~ IF. C ~ 0..... ... ~..... ~ OJ '"d .- '.c co l-o In 4-1 ~ ..... d) c ~ rn do) ~ OJ 0 ;::: VJ C1.l := 0 .~ ~ ~ '+-, "',:: '" l-lo..!:t:_ttl-.....~a; 1""" ~g.;:";:<I><:" Q)e~ .2~g8.31l~.~~~ ~-O~s...gV).:::dwcn ~. .....::..... ~ 'O.S 'E) "0 :-=: 1: "0 ..... ..0 -. ~ ..c: .... t Q) C ....., C .. ~ <J ~ ~ t ~ g g .~ '~ ~ ~ '0 ~ ~ .5 ~ .t1 :E ~ ,~:g >. Q) (/) +' ':, t ..... ..... cJ....... g ~$~~~~ .c: .- ~ 0 -'- c:: 0 Q) /' _o:Sooo+-':';:Cl ....~- n (",r- c:'" _,.:::0 ,-- G'l;...o~ ro,id;> ~~ :~? vi '" . ~ L: '".", a: w (9 z :i ...l ::l N o Z <( U) ~ Cl 05 - ~ ,0 N '" :r:> (',J o ;'J g- 'M '" ...- ~'a2 ;: Ill~ < . -' .< 00. ~ . H Cl ~I~ WQJ ::sm W"'Ul O>M 0: o~ W ~1Il o-m .~ ~I < 1IlJ: "'u Q) ~ tl " '~.' ,.,::0 !T1~ t:1o if):O --10 !T'l'" :-:::0 '"'0 : -'~"" ..-~ ~:=; ~,.~ ;"j .,::l '.'1 . '. PERSONAL PROPERrY: 1. 1973 Chevrolet Impala Coup, sold privately 2. Household goods - personalty at decedent's home as set forth on inventory filed and appraised by Daniel D. Hershey. 3. contribution to principal by Mary Jane Fogelsanger, so as to permit distribution of real estate and household goods and personalty in kind. TarAL PRINCIPAL RECEIE'rS PRINCIPAL DISBURSEMENrS The Accountant claims credit as follows: February 26, 1980 July 9, 1980 July 9, 1980 July 11, 1980 July 15, 1980 september 12, 1980 October 10, 1980 Fogelsanger Funeral Home - Funeral Expenses Eby Granite works - Headstone Mary C. Lewis, Register - Letters Testamentary Mary C. Lewis, Register - Short certificates Tom W. Ausherman - Appraisal of real estate Daniel D. Hershey - Appraisal of personalty Mary Jane Fogelsanger - Family Exemption Davis and zullinger - Attorney Fee Mary C. Lewis, Reg ister - Filing First and Final Account, recording Releases, etc. Mary C. Lewis, Agent - pennsylvania Inheritance Tax TarAL PRINCIPAL DISBURSEMENrS NET PRINCIPAL ACCOUNr - 2 - UGLk :.,..; tllLL 835 $ 1,375.00 3,308.00 6,670.42 $33,353.42 $ 1,488.00 1,165.00 27.00 5.00 80.00 15.00 2,000.00 1,050.00 100.00 2,115.42 8,045.42 $25,308.00