HomeMy WebLinkAbout05-25-07
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15051:.041147
. EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes _~_
PO BOX.280601 ~
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
161344032 09062006
REV-1500
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN 21
RESIDENT DECEDENT
File Number
06
0909
Date of Birth
08111942
Decedenfs Last Name Suffix
VOGELSONG
Decedent's First Name
WALTER
MI
N
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
VOGELSONG
Spouse's First Name
KAREN
MI
G
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
[!] 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (date of death
prior to 12-13-82)
4. Lirnited Estate D 48. Future Interest Compromise 0 5. Federel Estate Tax Return Required
(date of death after 12-12-82)
[K] 6. Decedent Died Testate 0 7 Decedent Maintained a living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Win) . (Attach Copy of Trust)
0 9. Litigation Proceeds Received D 10 Spousel Po~ CredIt ~date of death 0 11. Election to tax under Sec. 9113(A)
. between 12-31-91 and -1-95) (Attach Sch. 0)
~ORRESPONDENT' THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
CHRISTOPHER E. RICE 7172433341
Firm Name (If Applicable)
HARTSON LAW OFFICES
REGISTER OF WILLS USE ONLY
First line of address
10 EAST HIGH STREET
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Second line of address
f' "
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City or Post Office
CARLISLE
State
PA
ZIP Code
17013
DAte' FII!.ED -
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Correspondent's e-mail address:
Under penalties of ~ury. I declare that I have examined this return, induding accompan~lng schedules and statements, and to the best of my knowledge and belief.
it is true, correct and complete, Dedaretion of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGN U OF PE N RESPONSIBLE FOR FILING RETURN DATE
Karen G ng
6169 Haymarket Way, Mechanicsburg, PA 17050
SIGnRE ~PREPARER OTHER THAN REPRESENTATIVE
~ ~ S ~ Christopher E. Rice
ADDRESS
DATE
P!#7~?
10 East High Street, Carlisle, PA 17013
Side 1
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15051:.041147
15051:.041147
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1SDSbD42148
REV-1500 EX
Decedent's Social Security Number
161344032
Oecedent'sName: Walter N. Vogelsong
RECAPITULATION
0.00
1. Real Estate (Schedule A~..................................................................................... 1.
2. Stocks and Bonds (Schedule B).......................................................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3.
4. Mortgages & Notes Receivable (Schedule D)....................................................... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E.).............. 5.
24,520.51
6. Jointly Owned Property (Schedule F) D Separate Billing Requested............ 6.
7. Inter-Vivos Transfers & Miscellaneous.Non-Probate Property
(Schedule G) D Separate Billing Requested............ 7.
157,377.99
8. Total Gross Assets (total Lines 1-7).................................................................. 8.
181,898.50
--_..~,-_..~
9,247.80
19,468.79
28,716.59
9. Funeral Expenses & Administrative Costs (Schedule H~..................................... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)............................... 10.
11. Total Deductions (total Lines 9 & 10)................................................................. 11.
12. Net Value of Estate (Line 8 minus Line 11).......................................................... 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J).............................................. 13.
153,181.91
14. Net Value Subject to Tax(Line 12 minus Line 13).............................................. 14.
TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2) X ~
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line i4"iaXable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
153,181.91
o . 00
15. o . 00
16. o .00
17. o .00
18. 0.00
19. 0.00
153,181.91
o . 00
0.00
19. Tax Due............................. ......... ................. ..... ...................................................
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
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Side 2
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1SDSbD4214a
1SDSbD42148
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REV.1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
Walter N. Vogelsong
~TREET ADDRESS
6169 Haymarket Way
f------
File Number 21-06-0909
Mechanicsburg
I STATE
PA
jZIP -
I 17050
CITY
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) 0.00
0.00
Total Credits (A + B + C)
(2) 0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE
(3)
(4)
(5)
(5A)
(5B)
0.00
0.00
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;............................................................................. p [!::
b. retain the right to designate who shall use the property transferred or its income;................................ x
c. retain a reversionary interest; 0[........................................................................................................... x
d. receive the promise for life of either payments, benefits or care?........................................................... x
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?............................................................ ..................................................... ~.lt
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death:?....... Ix:
4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which
contains a beneficiary designation?.... ...... ...... ..... ..................................... ..................................................... ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 three (3) percent [72 P.S. ~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 zero
(0) percent [72 P.S. ~9116 (a) (1.1) (i1)]. The statutecloes not exemDta transfer to a surviving spouse from tax, and the statutory requirements
for disclosure of assets and filing a tax retum are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent,
except as noted in 72 P .S. S9116 1.2) [72 P.S. ~9116 (a) (1 )].
The tax rate Imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. S9116 (a) (1.3)]. A
sibling is defined under Section 9102, as an Individual who has at least one parent in common with the decedent, whether by blood or adoption.
,
Rev.15G8 EX+ (8.88)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PeNNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Vogelsong, Walter N.
FILE NUMBER
21.06.Q909
Include the proceeds of IiUgation and the date the proceeds were received by the estate.
All property Jolntly-owned with the right of survivorship must be dlscloslld on schedule F.
ITEM
NUMBER DESCRIPTION
1 2006 Pontiac Torrent
VALUE AT DATE
OF DEATH
15.002.81
2 Cumberland Valley School District, wages owed at date of death
2.432.07
3 Members 1 st CD
5.085.63
4 Personal property
2.000.00
TOTAL (Also enter on line 5, Recapitulation)
24.520.51
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule E (Rev. 6-98)
Rev-1510 EX+ (8-18)
*'
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEAl. TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF
Vogelsong, Walter N.
FILE NUMBER
21..06..0909
This schedule must be completed and flied if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM ..~ I OF ,~-. y DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COpy OF THE DEED FOR REAL ESTATE.
1 PSERS, retirment account; beneficiary: Karen G. 157.377.99 100.000 157.377.99
Volegsong, spouse
TOTAL (Also enter on Line 7, Recapitulation) 157.377 .99
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule G (Rev. 6-98)
REV.1151 EX+ (12.99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Vogelsong, Walter N.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21.Q6.Q909
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
8,472.80
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
State _ Zip
2.
Attorney's Fees
Martson.Law Offices (estimated)
500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Karen G. Vogelsong
Street Address 6169 Haymarket Way
City Mechanicsburg State PA Zip 17050
Relationship of Claimant to Decedent Spouse
4.
Probate Fees
Cumberland County Register of Wills
260.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
15.00
TOTAL (Also enter on line 9, Recapitulation)
9,247.80
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule H (Rev. 6-98)
Rev.1502 EX+ (8-98)
*'
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Vogelsong, Walter N.
FILE NUMBER
21-06-0909
ITEM
NUMBER DESCRIPTION
1 Parthemore Funeral Home, New Cumberland, PA
AMOUNT
6.203.20
2 Rolling Green Cemetary, grave opening
1.195.00
3 Susquehanna Club, funeral luncheon
1.074.60
Subtotal
8.472.80
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule H-A (Rev. 6-98)
~
Rev.1502 EX+ (&.98)
*'
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Vogelsong, Walter N.
FILE NUMBER
21-06-0909
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Register of Wills, filing fee, Inheritance Tax return
15.00
Subtotal
15.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rey.1512 EX+ (8-98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESlOENT DEceDENT
ESTATE OF
Vogelsong, Walter N.
FILE NUMBER
21..Q6..Q909
Inc:lude unrelmbursed rnedl~1 expenses.
ITEM
NUMBER DESCRIPTION
1 GM Master Card 5523190800883486, account payable
VALUE AT DATE
OF DEATH
4.465.98
2 Members 1st, balance due on 2006 Pontiac Torrent vehicle
15.002.81
TOTAL (Also enter on Line 10, Recapitulation)
19,468.79
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 fonn software only The Lackner Group, Inc.
Fonn PA.1500 Schedule I (Rev. 6-98)
REV-1513 EX+ (NO)
.
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
Vogelsong, Walter N.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
oistributions and transfers
under Sec. 9116(a)(1.2)]
Karen G. Vogelsong
6169 Haymarket Way
Mechanicsburg, PA 17050
RELATIONSHIP TO
DECEDENT
Do Not List Trulteelll
FILE NUMBER
21-06..0909
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
Spouse
All of estate
residue
Total
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 II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
. .,
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LAST WILL AND TESTAMENT
OF
WALTER N. VOGELSONG
I, WALTER N. VOGELSONG of Cumberland County,
Pennsylvania, being of sound 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 the payment of my debts and the expenses of my
last illness and funeral from my estate as soon after my death as
conveniently may be done. If there be no cemetery lot available
for my interment, owned by me at the time of my death, I
authorize my personal representative to purchase such cemetery
lot with a contract for perpetual care, using therefor funds from
my estate, and I authorize my personal representative to cause
title to or ownership of such lot so purchased to be vested in
such person as my personal representative shall designate.
Further, in this connection, I authorize my personal
representative to expend funds from my estate, in such amount as
my personal representative shall consider necessary and
desirable, for the purchase, erection and inscription of a
suitable marker for my grave.
SECOND
I give, devise and bequeath my entire estate of
whatever nature or wherever situate to my wife, KAREN G.
VOGELSONG should she survive me by thirty (30) days. In the event
I am not so survived, I give, devise and bequeath my entire said
estate in as nearly equal share~ as possible to my children Kerry
L. Vogelsong and Thomas Vogelsong, both of Cumberland County,
Pennsylvania.
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THIRD
I direct that no trustee, personal representative,
guardian or other fiduciary named, nominated, or appointed by
this my Last will and Testament shall'be required to post any
bond or give any security of any type for my purpose whatsoever,
any law or rule of the court of the Commonwealth of Pennsylvania
or any other jurisdiction to the contrary notwithstanding.
FOURTH
My personal representative and trustee shall have the
following powers in addition to those vested in them by law and
by other provisions of this will, applicable to all property,
real, personal or mixed and wheresoever situate, including
property held for minors, whether principal or income,
exercisable without court approval, and effective, with respect
to each item of said property until actual distribution thereof.
A) To retain, as investments of my estate or trust,
any or all assets of my estate, real, personal, or mixed, without
regard to any principal of diversification or risk.
B) To pay all taxes, charges and expenses of
maintenance, upkeep, improvements, development, protection,
preservation and investment of any retained or acquired real or
personal property, such payments to be made from the principal of
my said trust.
C) To invest any and all funds, whether principal or
income, in any real or personal property without restriction to
investments authorized for Pennsylvania fiduciaries as they deem
proper, without regard to any principle of diversification; to
exercise all rights of a security holder or share holder in any
corporation; and to lease, mortgage, pledge, give options upon or
sell at public or private sale and without approval of any court,
any real or personal property, or portion or portions thereof,
irrespective of the manner or the means by which the same was
acquired by my said trustee.
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D) To make payment or distribution herein provided for
in cash, kind or partly in cash and partly in kind, at valuations
fixed by my trustee at the time of distribution.
FIFTH
Any and all payment or payments of any sum or sums,
whether in cash or in kind and whether for principal or income,
payable to the said children, or any of them, shall be made upon
the sole receipt of the respective individual to whom the payment
is made, and free from anticipation, alienation, assignment,
attachment, and pledge, and free from control by the creditors of
any such beneficiary.
SIXTH
I appoint my wife, KAREN G. VOGELSONG Executrix of this
my Last will and Testament. In the event my said Executrix shall
for any reason fail to so serve, I appoint my children KERRY L.
VOGELSONG AND THOMAS VOGELSONG Co-Executors of this my Last Will
and Testament~
IX WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, consisting of three (3)
typewritten pages, the first two (2) of which bear my signature
in the margiQ for the purpose of identification, this 11~~ day
of {)e c ~ "*'" l,,,,,,
w~9~v~
WALTER N. VOGELSONG
(seal)
'"
Signed, sealed, published and declared by the above
named testator, WALTER N. VOGELSONG, as and for his Last will and
Testament, in the presence of us, who, at his request, in his
sight and presence, and in the sight and presence of each other,
have hereunto subscribed our names as witnesses.
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ADDRESS
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ADDRESS J.5 fA )l1Ildt/M '; (l~ j)l-1'ltJ/!3
COMMONWEALTH OF PENNSYLVANIA
.
.
55.
COUNTY OF CUMBERLAND
Af).rv'''-tv ;Yf- tiJ'"o.f~
an , the testator and
the respectively, whose names are signed to the
attached or foregoing instrument, being first duly sworn, do
hereby declare to the undersigned authority that the testator
signed and executed the instrument of his Last will and
Testament, and that he signed willingly and that he executed as
his free and voluntary act for the purposes therein expressed,
and that each of the witnesses, in the presence and hearing of
the testator, signed the Will as witnesses, and that to the best
of their knowledge, the testator was at the time eighteen (18)
years of age or older, of sound mind and under no constraint or
undue influence.
Sworn to and subscribed before me this /~ day
Of~ 1996.
~ 1 ~ 7?-> ~__ h...L ~
NOTARIAL SEAL
L.lnda M, Babskl, Notary Public
Hampton "lWp., Cumberland County
My Commission Expire. Mar, 23, 2000
-.. . ~
Send Inquires to:
5000 Louise Drive
PO Box 40
Mechanlcsburg, PA 17055
www.memberslst.org
Main Switchboard: (717) 697-1161 or (800) 283-2328
EZ Call: (717) 697-4372 or (800) 283-4372
TOO: (717) 697-5312 or (800) 283-2328 ex!_ 5312
TeleBranch: (717) 795-6049 or (800) 237-7288
. .
.
MEMBERS 1st
FEDERAL CREDIT U:\ION
:':,57: : AV C.293
2::33-:5570
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III .111".111"11111,11'"11,11"1,1,, 11111111,11111,1,1, 11,,1
WALTER N VOGELSONG
CIO KAREN VOGELSONG
6169 HAYMARKET WAY
MECHANICSBURG PA 17050-5236
Statement of Accounts
Aug 25, 2006 thru Sep 24, 2006
Account Number:
Account Balances at a
Checking:
Savings:
Certificates:
Loans:
Money Management:
Page:
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208255
-
Glance:
702.67
2,601.91
5,085.63
5,733.51
0.00
-
-
1 of 2
CHECKING ACCOUNTS
11 - CHECKING
Date
Aug 25
Sep 01
Sep 16
Sep 24
Transaction Description
Balance Forward
Joint Owner: KAREN G VOGELSONG
Withdrawal Transfer To Loan 02
Withdrawal Transfer To Loan 01
Ending Balance
Additions
Subtractions
Balance
1,374.20
998.53
702.67
702.67
SAVINGS ACCOUNTS
00 - REGULAR SAVINGS
Date Transaction Description
Aug 25 Balance Forward
Joint Owner: KAREN G VOGELSONG
Aug 31 DeposIt DiVidend 1.000%
Annual Percentage Yield Eamed 1. OOC/% from 08/01/2006 through 08/31/2006
Sep 11 Deposit by Check
Sep 24 Ending Balance
375.67-
295.86-
Additions
Subtractions
Balance
2,591.10
2,593.30
CERTIFICATE ACCOUNTS
2,601.91
2.601.91
2.20
8.61
46 - 11 MONTH CERT Maturity Date - Mar 27, 2007
t~3
~ Additions
Q~~_______J@nsaction Description .
Aug 25 Balance Forward
Aug 31 DepOSit DIVidend 4.890%
Annual Percentage Yield Eamed 5. OOC/% from 08/01/2006 through 08/31/2006
Sep 24 Ending Balance
Subtractions
21.03
S'~L. L~
- - - Continued on following page - - -
Balance
5.064.60
5,085.63
5,085.63
;~ ,I' st
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~~~Il~.R.S~.:
Send Inquires 10:
5000 Louise Drive
PO Box 40
Mechanlcsburg, PA 17055
www.members1st.org
Main Switchboard: (717) 697-1161 or (800) 283-2328
EZ Call: (717) 697-4372 or (800) 283-4372
TOO: (717) 697-5312 or (800) 283-2328 ex!. 5312
TeleBranch: (717) 795-6049 or (800) 237-7288
.,; 1140-15570
Aug 25, 2006 thru Sep 24, 2006
Account Number: 208255
Page: 2 of 2
LOAN ACCOUNTS
-
Amount Interest Fees Principal Balance
6,008.24
Share 11 295.86 21.13 0.00 274.73- 5,733.51
5,733.51 -
01 - INDIRECT NEW AUTOS
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Date Transaction Description
Aug 25 Balance Forward
Sep 16 Payments Transfer From
Sep 24 Ending Balance
Annual Percentage Rate 4. 14QOk Daily Rate .011342%
02 - INDIRECT NEW AUTOS
Date
Aug 25
Sep 01
Sep 11
Transaction Description Amount
Balance Forward
Payments Transfer From Share 11 375.67
Payments by Check 15,024.35
INDIRECT NEW AUTOS Closed
""This is the final statement presenbng Information on this product""
~ .... Please retain this final statement for tax reporting purposes .. .. ..
Interest
Fees
Principal Balance
307.53-_~~.~
15,002.81- 0.00
68.14
21.54
0.00
0.00
YTO SUMMARIES
TOTAL DIVIDENDS PAID
00 REGULAR SAVINGS
11 CHECKING
46 11 MONTH CERT
20.00
0.00
85.63
TOTAL LOAN INTEREST PAID
01 INDIRECT NEW AUTOS
02 INDIRECT NEW AUTOS
220.44
306 .93
Total Year To Date Dividends Paid
NOTE: Total includes closed shares
Penalties Assessed .
232.91
170.13
Don't forget about our new Member Loyalty Rewards Program.
The more products you have with us, the more benefits you'lf receive.
Ask an associate for details or visit our website at www.members1st.org for details.
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COMMONWEAL TH OF PENNSYLVANIA
PUBLIC SCHOOL EMPLOYEES' RETIREMENT SYSTEM
J'I-Iaili"K Addrt!,~.~
PO Box 125
Hilrrisburg P A 171 OX-O 125
Toll-Free - l-XXX-77~-774X
( l-XXX-PSERS4U)
L(1('al- 717-7S7-X540
Build;,,/: LII('at;mr
5 North 5th Street
Harrishurg P A
Web Addre.\',\: lI'\1'lI'psl!/"s.slal(,pll./lS
November) 3, 2006
KAREN G VOGELSONG
6169 HAYMARKET WAY
MECHANICSBURG, PA 17055-5236
RE: VOGELSONG, WALTER N
SSNO: ###-##-4032
Dear Karen G Vogelsong:
In 7 to 10 business days a payment will be issued on your behalf. A payment for $157,377.99 will be
directly rolled over to Nfs:
$
+
$
0.00
157,377.99
157,377.99
Taxfree Rollover
Taxable Rollover
Total Direct Rollover Payment
If you have any questions, please contact the PSERS Member Service Center by calling toll-free
1-888-773-7748 (l-888-PSERS4U); Harrisburg local callers, please use 787-8540. For your
convenience, the Member Service Center is staffed each business day from 7:30 a:m. to 5:00 p.m.
Exception Processing Center
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