HomeMy WebLinkAbout04-17-08 (3)
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15056041147
REV.1500 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
~
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OFFICIAL USE ONLY
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 7
1039
172 01 8917
11 06 2007
Deoedent's Last Name
Suffix
BOGAR
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix
Spouse's Social Security Number
Date of Birth
03 07 1915
Deoedent's First Name
DOROTHY
Spouse's First Name
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FilL. IN APPROPRIATE OVALS BELOW
[!] 1. Original Return
o
o
o
o
2. Supplemental Retum
4. Limited Estate
4a. Future Interest Compromise
(date of death after 12-12-82)
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6. Decedent Died Testate
(Attach Copy of Will)
7. ~~f::~to~:~:~;',;~)a Living Trust
10 Spousal Poverty Credrt (date of death
. between 12-31-91 and 1-1-95)
CORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JAMES D. BOGAR 717 737 8761~
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REGISTER OF,~lS US~l Y
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9. litigation Proceeds Received
Firm Name (If Applicable)
BOGAR
HIPP
LAW
OFFICES
&
First line of address
ONE WEST MAIN STREET
Second line of address
City or Post Office
SHIREMANSTOWN
State
PA
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3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
MI
F
MI
co
1
8. Total Number of Safe Deposit Boxes
Judith B. Leslie
810 Allenview Drive, Mechanicsburg, PA 17055
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
James D. Bogar
ADDRESS
One West Main Street, Shiremanstown, PA 17011
Side 1
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15056041147
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
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DATE FilED
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ZIP Code
17011
DATE
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15056041147
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15056042146
REV-1500 EX
Decedent's Name Dorothy F. Bogar
RECAPITULATION
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.
6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested............. 7.
8. Total Gross Assets (total Lines 1-7)....................................................................... 8.
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.
'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 .00
'16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
0.00
15.
407,034.27
16.
0.00
17.
0.00
18.
19. Tax Due...... ................. .................... ..... ........... ..................................... ................ ..... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
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15056042146
Decedent's Social Security Number
172 01 8917
57,164.43
374,403.96
6,683.33
438,251.72
22,928.00
8,289.45
31,217.45
407,034.27
407,034.27
0.00
18,316.54
0.00
0.00
18,316.54
D
15056042146
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REV-15Q() EX Page 3
Decedent's Complete Address:
File Number 21-07 -1039
DECEDENT'S NAME
Dorothy F. Bogar
STREET ADDRESS
Bethany Village
5225 Wilson lane
CITY I STATE IllP
Mechanicsburg PA I 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credilts/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
17,277.01
909.32
Total Credits (A + B + C)
(2)
3. IntemstlPenalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Linl~ 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
18,316.54
18,186.33
(3)
(4)
(5) 130.21
(5A)
(5B) 130.21
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
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:
a. retain the use or income of the property transferred;..................................................................................
b. retain the right to designate who shall use the property transferred or its income;....................................
c. retain a reversionary interest; or...................................... ......... ................................... .................. ...".... .....
d. receive the promise for life of either payments, benefits 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 designation?........... ......... ................. ..................... .......................................... ..................
Yes
D
D
D
D
D
D
No
~
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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. S9116 (a) (1.1) (i)].
For date~; 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) perce,nt [72 P.S. S9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements
for disclclsure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For date~; 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. S9116 (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. S9116 (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.
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REV-485 EX (1-07) _~
SAFE DEPOSIT ~
BOX INVENTORY
PA Department of Revenue
Social Security or Death Certificate Number
48500041046
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PLEASE USE ORIGINAL FORM ONLY
Cou~'!y C~de Year File Number
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."becedenrsTasti:';famec-::,;.'.:::,:;;;::',,~
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FirstName
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_'-.......... "..._._' ______ .n::. ". c.~""" .:..._.,~~. ,', ;..;..."...............:... '.. .;.... .. _ +_" -',<,_.C.,. '~':: i-;'-',-''-.'"'"'-''', ':-.~.--
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D ADDRESS OF DECEDENT STREET: CITY: STATE:
i 5225 Wilson Lane Mechanicsburg PA
'II NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
: NAME'
! . James D. Bogar, Esquire
. STREET ADDRESS: CITY: STATE:
; 1 West Main Street Shiremanstown PA
10 NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING
a. NAME: RELATIONSHIP:
James D. Bogar, Esquire None
STREET ADDRESS: CITY:
1 West Main Street Shiremanstown
b. NAME: RELATIONSHIP:
Judith B. Leslie Daughter
STREET ADDRESS: CITY:
810 Allenview Driv~ Mechanicsburg
c. NAME: RELATIONSHIP:
ZIP CODE:
17055
ZIP CODE:
17011
STREET ADDRESS:
CITY:
STATE: ZIP CODE:
PA 17011
STATE: ZIP CODE:
PA 17055
STATE: ZIP CODE:
II NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED
NAME:
PNC Bank. N.A.
STREET ADDRESS:
5288 Simpson Ferry Road
CITY:
Mechanicsburg
STATE:
PA
ZIP CODE:
17055
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NAME OF PERSON MAKIN.G. LAST ENTR'(r:\.
Qy~~A V_\l,J~ ,"-
DATE OF CONTRACT TO R~T B X BER OF BOX
'I 2iR t{.1). .:...1.0"
NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX
a. NAME:
DATE AND TIME OF LAST ENTRY
''",. ~-", f q .te,(;~Lf
~kdMti" f) Cu,~.
STREET ADDRESS:
'5w 1~~ttu.lV't<a'" li}-4'1~;
CITY: . STATE:tp..... ZIP CODE:
~{C.:.u..(:.I<2,.u:eL\ -US)
NAME AND TITLE OF EMPLOYEE TAKIN: THE INVENTORY
b. NAME:
STREET ADDRESS:
CITY:
STATE:
ZIP CODE:
12'
m WAS A WILL IN THE BOX? 0 YES ~ NO If yes, a. Date of will:
b. Name and address of personal representative, if named in the will
NAME:
STREET ADDRESS:
CITY:
STATE:
ZIP CODE:
c. Name and address of attorney, if any
NAME:
STREET ADDRESS:
CITY:
STATE:
ZIP CODE:
L
48500041046
48500041046
-1
REV-485EX SAFE DEPOSIT BOX INVENTORY
INSTRUCTIONS
Page
of
(1) Cash: Report total only.
(2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by
name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock.
(3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership,
i.e., jointly held, payable on death, etc.
(4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds)
(5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank
and branch, and balance.
(6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible.
(7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible.
(8)
(9)
All other contents.
Return completed form to:
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
ITEM
NO.
ITEM DESCRIPTION
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I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS
CORRECT A!:j.q COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF.
SIGNAT~: /J
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. . ~/$.' _, i' p--<-~?'_~~
DATE
PRINT NAME
.~ ..2..iI~ ~ ~J .\1-
PRINT TITLE . ., ~ .J
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91k..n:-('~t"'~ ~-' ~.,?- . l, ?CJ ~ (
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8:}6ecutor(trix) 0 Administrator(!rix)
o Estate Representative D Joint owner of safe deposll box
NOTE: Attach additional 8'{/' x 11/J sheet(s) if necessary or use duplicates of this page of form.
The Department is authorized by law, 42 U.S.C. 9405 (c)(2)(C)(i), to require disclosure of Social Security numbers in connection with administering state tax laws The Departmeni uses the
Social Security number to identify the decedent and personal representatives of the estate. The Commonwealth may also use the information in exchange of tax information agreemenis
with Federal and local taxing authorities. The state law prohibits the Commonwealth's personnel from disclosing confidential tax information except for official purposes.
Rev-1507 EX- (6-98)
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Bogar, Dorothy F.
FILE NUMBER
21-07 -1039
ESTATE OF
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Judith B. Leslie Mortgage - Mortgage given by Judith B. Leslie, Mortgagor, to 57.164.43
Robert S. Bogar and Dorothy F. Bogar, husband and wife, Mortgagees, said
mortgage being dated March 13,1998 and recorded in the Cumberland County
Recorder of Deeds Office in Mortgage Book 1437, Page 1092. The mortgage covers
property being known and numbered as 810 Allenview Drive, Mechanicsburg,
Upper Allen Township, Cumberland County, Pennsylvania, said property being
acquired by Deed dated March 13, 1998 and recorded in the Cumberland County
Recorder of Deeds Office in Deed Book 173, Page 671. An amortization schedule
reflecting the payment dates and rate of interest was prepared.
Robert S. Bogar died March 7, 1999, whereupon Dorothy F. Bogar, the Decedent
herein, became the sole Mortgagee. As of the date of the Decedent's death, the
outstanding principal and interest balance under said mortgage was $57,164.43.
Copies of the Mortgage, Deed, Mortgage Payment (Amortization) schedule, and
verification as to the date of death balance of the mortgage, including outstanding
principal and interest, are attached hereto.
TOTAL (Also enter on Line 4, Recapitulation)
57.164.43
(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 D (Rev. 6-98)
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MORTGAGE
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'98 r~n ~i t1 pr~ 3 O~
Made this 13th day of March, 1998,
Between
JUDITH B. LESLIE, of 810 Allenview Drive, Mechanicsburg, PA
17055,
(hereinafter, whether one or more, called "Mortgagor")
And
ROBERT S. BOGAR and DOROTHY F. BOGAR, husband and wife, of 470
Bethany Drive, Mechanicsburg, PA 17055,
(hereinafter, whether one or more, called "Mortgagee")
WHEREAS, Mortgagor has executed and delivered to Mortgagee a
certain Mortgage Note (hereinafter called the "Note") of even
date herewith, payable to the order of Mortgagee in the principal
sum of Ninety-eight Thousand Eighty-four and 43/100 Dollars
($98,084.43), lawful money of the United States of America, and
has provided therein for payment of any additional moneys loaned
or advanced thereunder by Mortgagee, together with interest
thereon at the rate provided in the Note, in the manner and at
the times therein set forth, and containing certain other terms
and conditions, all of which are specifically incorporated herein
by reference:
NOW, THEREFORE, Mortgagor, in consideration of said debt or
principal sum and as security for the payment of the same and
interest as aforesaid, together with all other sums payable
hereunder or under the terms of the Note, does grant and convey
unto Mortgagee, their heirs and assigns:
ALL THAT CERTAIN piece or parcel of land situate
in upper Allen Township, Cumberland County,
Pennsylvania, known as Lot i7E, Townhouse Plot No.7,
810 Allenview Drive, as shown on the Final Subdivision
Plan of Allenview, stage II, Section B, Sheet 2, dated
April 2, 1979 and recorded in Plan Book 36, Page 47,
bounded and described as follows, to wit:
BEGINNING at the northwest corner of Lot 7D,
thence along a line North 14 degrees 51 minutes East a
distance of 20.3 feet to a point; thence turning right
(east) along a line south 75 degrees 09 minutes East a
eou!:i4J7 fAGE1092
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distance of 90 feet to a point; thence turning right
(south) along a line South 14 degrees 51 minutes West a
distance of 20.3 feet to a point; thence turning right
(west) along a line North 75 degrees 09 minutes West a
distance of 90 teet to the point ot beginning.
BEING the same premises which Shaffer << Son, Inc.,
a pennsYlvania corporation, by Deed dated June 17, 1982
and recorded June 21, 1982 in the Cumberland County
Recorder of Deeds Office in Oeed Book HU", Volume 29,
Page 791, granted and conveyed unto William K. Barnhill
and Hazel Ann Barnhill, husband and wife.
ALSO BEING the same premises which William K.
Barnhill and Hazel Ann Barnhill, husband and wife, by
Deed dated March 13, 1998 and about to be recorded
herewith, granted and conveyed unto Judith B. Leslie,
the Mortgagor herein.
TOGETHER with the buildings and improvements erected
thereon, the appurtenances thereunto belonging and the
reversions, remainders, rents, issues and profits thereof.
TO HAVE AND TO HOLD the same unto Mortgagee, their heirs and
assigns, forever.
PROVIDED, HOWEVER, That if Mortgagor shall pay to Mortgagee
the aforesaid debt or principal sum, including additional loans
or advances and all other sums payable by Mortgagor to Mortgagee
hereunder and under the terms of the Note, together with interest
thereon, and shall keep and perform each of the other covenants,
conditions and agreements hereinafter set forth, then this
Mortgage and the estate hereby granted and conveyed shall become
void.
THIS MORTGAGE is executed and delivered subject to the
following covenants, conditions and agreements:
(1) The Note secured hereby shall evidence and this
Mortgage shall cover and be security for any future loans or
advances that may be made by Mortgagee to Mortgagor at any time
or times hereafter and intended by Mortgagor and Mortgagee to be
so evidenced and secured, and such loans and advances shall be
added to the principal debt.
(2) From time to time until said debt and interest are
fully paid, Mortgagor shall: (a) pay and discharge, when and as
the same shall become due and payable, all taxes, assessments,
sewer and water rents, and all other charges and claims assessed
or levied ~rom time to time and by any lawful authority upon any
part of the mortgaged premises and which shall or might have
2
Boor.1.i37 r.GE1093
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priority in lien or payment to the debt secured hereby, (b) pay
all ground rents reserved from the mortgaged premises and pay and
discharge all mechanics' liens which may be filed against said
premises and which shall or might have priority in lien or
payment to the debt secured hereby, (c) pay and discharge any
documentary stamp or other tax, including interest and penalties
thereon, if any, now or hereafter becoming payable on the Note
evidencing the debt secured hereby, (d) provide, renew and keep
alive by paying the necessary premiums and charges thereon such
pOlicies of hazard and liability insurance as Mortgagee may from
time to time require upon the buildings and improvements now or
hereafter erected upon the mortgaged premises, with loss payable
clauses in favor or Mortgagor and Mortgagee as their respective
interest may appear, and (e) promptly submit to Mortgagee
evidence of the due and punctual payment of all the foregoing
charges; provided, however, that Mortgagee may at his option
require that sums sufficient to discharge the foregoing charges
be paid in installments to Mortgagee.
(3) Mortgagor shall maintain all buildings and improvements
subject to this Mortgage in good and substantial repair, as
determined by Mortgagee. Mortgagee shall have the right to enter
upon the mortgaged premises at any reasonable hour for the
purpose of inspecting the order, condition and repair of the
building and improvements erected thereon.
(4) In the event Mortgagor neglects or refuses to pay the
charges mentioned at (2) above, or fails to maintain the
buildings and improvements as aforesaid, Mortgagee may do so, add
the cost thereof to the principal debt secured hereby, and
collect the same as a part of the said principal debt.
(5)
permit to
any debt,
with, the
Mortgagor covenants and agrees not to create, nor
accrue, upon all or any part of the mortgaged premises,
lien or charge which would be prior to, or on a parity
lien of this Mortgage.
(6) In case default be made for the space of thirty (30)
days in the payment of any installment of principal or interest
pursuant to the terms of the Note, or in the performance by
Mortgagor of any of the other obligations of the Note or this
Mortgage, the entire unpaid balance of said principal sum,
additional loans or advances and all other sums paid by Mortgagee
pursuant to the terms of the Note or this Mortgage, together with
unpaid interest thereon, shall at the option of Mortgagee and
without notice become immediately due and payable, and
foreclosure proceedings may be brought forthwith on this Mortgage
and prosecuted to judgment, execution and sale for the collection
of the same, together with cost of suit and an attorney's
commission for collection of five per cent (5%) of the total
indebtedness or $200, whichever is the larger amount. Mortgagor
hereby forever waives and releases all errors in said
3
800::::,;37 rHcr1094
proceedings, waives stay of execution, the right of inquisition
and extension of time and payment, agrees to condemnation of any
property levied upon by virtue of any such execution, and waives
all exemption, from levy and sale of property that now is or
hereafter may be exempted by law.
(7) Transfer of the Property; Assumption. If all or any
part of the Property or an interest therein is sold or
transferred by Mortgagor without Mortgagee's prior written
consent, excluding (a) the creation of a lien or encumbrance
subordinate to this Mortgage, (b) the creation of a purchase
money security interest for household appliances, (C) a transfer
of devise, descent or by operation of law upon the death of a
joint tenant or (d) the grant of any leasehold interest of three
years or less not containing an option to purchase, Mortgagee
may, at Mortgagee's option, declare all the sums secured by this
Mortgage to be immediately due and payable, Mortgagee shall have
waived such option to accelerate if, prior to the sale or
transfer, Mortgagee and the person to whom the property is to be
sold or transferred reach agreement in writing that the credit of
such person is satisfactory to Mortgagee and that the interest
payable on the sums secured by this Mortgage shall be at such
rate as Mortgagee shall request. If Mortgagee has waived the
option to accelerate provided in this paragraph, and if
Mortgagor's successor in interest has executed a written
assumption agreement accepted in writing by Mortgagee, Mortgagee
shall release Mortgagor from all obligations under this Mortgage
and the Note.
The covenants, conditions and agreements contained in this
Mortgage shall bind, and the benefits thereof shall inure to, the
respective parties hereto and their respective heirs, executors,
administrators, successors and assigns, and if this Mortgage is
executed by more than one person, the undertakings and liability
of each shall be joint and several.
WITNESS the due execution hereof the day and year first
above written.
WITNESSED BY:
~ul) /7ii(j
~~<~, 'SEAL)
J ' 'th B. Lesl'
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Boo~:i437 rAGE1095
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
On this, the 13th day of March, 1998, before me, the
undersigned officer, personally appeared Judith B. Leslie,
satiSfactorily proven to me to be the person whose name is
subscribed to the within Mortgage, and acknowledged that she
executed the same for the purposes therein contained,
IN WITNESS WHEREOF, .1 hereunto set my hand and official
seal.
~v L. J}.lFdL,,,J
tary PUblic
My Commission expires:
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S"'_Ilool. Cuntlo"nd (:ourAy
IoIyColmi_ EJlpIreo Feb. 12. 2001!
"'_t.......or-_.NlMIrtII
Certificate of Residence of Mortqaqee
I do hereby certify that the precise residence and complete
post office address of the within named Mortgagee is: 470
Bethany Drive, Mechanicsburg, PA 17055.
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Ja es D. 0 ar,
Esquire
COMMONWEALTH OF PENNSYLVANIA
SS,
COUNTY OF CUMBERLAND
Recorded in th/t;,Clf.{ice of the\Aleco~der Df Dei~f}.,J,n an~ for," .... ", ",'
said County on \;QI1..~) tf' day,~~ _l~'k:J, , _ r'(lS' '1"rr'~',","',;",""",..I,,'>'
Mortgage Book YJ , Page J,Wd,.-. (r.;..J'1"i.,::./~.,t-;,,_'
~.-, < .:f "",.:."~' . ,,~..:;,~~\'~t~~~ "
WITNESS my hand and the seal of said office the day,' "DCli!y~ar:>". -\;:.
aforesaid. A'? '-_ ..,.. .L'7~' ,.\f. ,"~~)ii>"""~.,,:"',"i'!:;l...'~~""~
...,./~ 7- ~~. ..i~...",J.' {!~-,"'i'~',"
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Recorder.
5
600::1437 PAGE 1096
/'11..3' - /;tU./
parcel Number:
'Id -~ ,f-J 'fJ.3 -0< '-.]
DEED
THIS IKDEBTURE, made the
nth
day
trJc:u--c.J..,
BE'.nfEEJI Ki~l.i_ It. Barnhill and Basel Ann
Barnhill, his wife, of Mechanicsburg,
Pennsylvania, hereinafter referred to as
G1UUI'rORS ,
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Judith B. Leslie, sing~e
Mechanicsburg, pennsylvania,
referred to as GRANTEE.
WOIBiln, of
hereinllfter
"
lfITJlBSSETII that the sllid GRAIITORS, for and in
consideration of the sum of Rinety-siz ~housilnd Do~la.rs
($96,000.00), lawful money of the united States of America, and
other good and valuable considerations, well and truly paid by the
said GRARTEB to the said G1UUI'rORS, at or before the sealing and
delivery of these presents, the receipt whereof is hereby
acknowledged, have granted, bargained, sold, aliened, enfeoffed,
released, conveyed, and confirmed and by these presents do grant,
bargain, sell, alien, enfeoff, release, convey, and confirm unto
the said GRANTEE, his/her heirs and assigns,
ALL THAT CERTAIN lot or piece of land situate in upper
Allen TownShip, Cumberland County, pennsylvania, known as Lot No.
7E, Townhouse Plot No.7, 810 Allenview Drive, as shown on the final
Subdivision plan of Allenview, stage II, Section B, Sheet 2, dated
Apri~ 2, 1979 and recorded in Plan Book 36, Page 47, bounded and
described as follows, to wit:
BEGIRRXBG at the northwest corner of Lot 7D, thence along
a line North 14 degrees 51 minutes East a distance of 20.3 feet to
a point; thence turning right (east) along a line South 75 degrees
09 minutes East a distance of 90 feet to a point; thence turning
right (south) along a line South 14 degrees 51 minutes West a
distance of 20.3 feet to a point; thence turning right (west) along
a line North 75 degrees 09 minutes West a distance of 90 feet to
the point of BEGINNING.
BEIBG THE SAME PREMISES WICH Shaffer & Son, Inc., a
pennsylvania Corp. by their deed dated June 17, 1982 and recorded
in the Office of the Recorder of Deeds in and for Cumberland
county, pennsylvania in Deed Book U-29, page 791, granted and
BOOK 173 rm 671
conveyed unto William K. Barnhill and Ha%el ADn Barnhill, his wife,
GRANTORS herein.
UBDER AJID SUBJEC'.r, neverthe l es s , to
restrictions, reservations, conditions, and rights
record or visible upon inspection of premises.
easements,
of ways of
TOGETHER with all and singular, the tenements,
hereditaments and appurtenances to the same belonging or in anywise
appertaining, and the reversion and reversions, remainder and
remainders, rents, issues and profits thereof; ~ ALSO all the
estate, right, title, interest, property, claim and demand
whatsoever, both in law and equity, of the said GRA8rORS, of, in,
to or out of the said premises, and every part and parcel thereof.
TO HAVE AJID TO BOLD the said premises, wi th all and
singular the appurtenances, unto the said GRAMTBB, his/her heirs,
assigns, to and for the only proper use and behoof of the said
GRARrEB, bis/her heirs and assigns, forever.
JUlD THE SAID GRlUITORS, for themselves, their heirs,
execut.ors, and administrators, do by these presents, covenant,
grant and agree to and with the said ~EE, his/her heirs and
assigns, that the said ~RS, their heirs and assigns, all and
singular the hereditaments and premises hereinabove described and
granted or mentioned, and intended so to be, with appurtenances,
unto the said ~EE, his/her heirs and assigns, against the said
~ORS and their heirs and assigns against all and every other
person or persons whomsoever, lawfully claiming or to claim the
same or any part thereof, by, from or under him, her, them or any
of them, shall and will by these presents SPECIALLY HARRAXT AND
FOREVER DBFEIJD.
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BOOK 173 FAGE 672
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IR WlrllE55 WHEREOF, the said GRlUr.l'ORS have to these
presents set their hands and seals dated the day and year first
above written.
~nrNESS :
~~
:;11.. ~7L~~
Haz~nn Barnhill
aOOK 173 PACE 673
3
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
Cv.. rY\ bl'.( ( <01.{
55.
OJ[ TBIS, .~he 13th day of hlA'Lh , 1998,
before me a No~ary Public, che undersigned officer, personally
appeared william K. Barnhill and Hazel Ann Barnhill, his wife,
known to me (or sacisfactorily proven) co be ~he persons whose
names are subscribed ~othe wi~hin instrument, and acknowledged
tha~ they executed the same for the purpose therein contained.
III MrTIIBSS HBEREOF, I have hereto se~ my hand and
notarial seal.
NotarVll 5,.1
Joan E. 8r'Othrm. NoIafy Public
s_8oA>.CUm/>OIlO1>IlCounl)<
My eom"'1lon E"Ili"" fob. 12. 2llO2
M..-r. """"oytvanI& ~_ ot /IOlIIIIf
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No ry Public
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herein is:
I HEREBY CERTIFY that the precise address of the GRANTEE
..,'u {l,l\-<4~~ .~(',v....~.Ar.1.7;).j~
/1
/ I '
{ lCuk.dJU-r
s!gnature(
COMMONWEALTH OF PENNSYLVANIA
County of~~~f~en~
RECORDED in the Office for Recording
county, in Deed Book NO'll~ Vol.
of Deeds, etc, in and
, page (011
this I~ day of
)t~~~~
. mft~'" clj.;":c'::i,,:.
"'~~~~~. ., .l~{X5'~:Y~;:~l
m0Jth ",,"i\~,,,~,,,... ..'
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WITNESS my hand and official seal
19~
~rti~
Recorder of De 5
~ODY. i 73 PAGE 674
4
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March 28, 2008 Page 1
Principal: 98,084.43 % Rate: 0.000 Years: 30 Months: 0
MONTHLY Payment: 440.00
FINAL est. Payment: -59,875.57
Date No. Interest Principal Balance
-------- --------- -------
4/1998 1 0.00 440.00 97,644.43
5/1998 2 0.00 440.00 97,204.43
6/1998 3 0.00 440.00 96,764.43
7/1998 4 0.00 440.00 96,324.43
8/1998 5 0.00 440.00 95,884.43
9/1998 6 0.00 440.00 95,444.43
10/1998 7 0.00 440.00 95,004.43
11/1998 8 0.00 440.00 94,564.43
12/1998 9 0.00 440.00 94,124.43
1998 Totals 0.00 3,960.00
1/1999 10 0.00 440.00 93,684.43
2/1999 11 0.00 440.00 93,244.43
3/1999 12 0.00 440.00 92,804.43
4/1999 13 0.00 440.00 92,364.43
5/1999 14 0.00 440.00 91,924.43
6/1999 15 0.00 440.00 91,484.43
7/1999 16 0.00 440.00 91,044.43
8/1999 17 0.00 440.00 90,604.43
9/1999 18 0.00 440.00 90,164.43
10/1999 19 0.00 440.00 89,724.43
11/1999 20 0.00 440.00 89,284.43
12/1999 21 0.00 440.00 88,844.43
1999 Totals 0.00 5,280.00
1/2000 22 0.00 440.00 88,404.43
2/2000 23 0.00 440.00 87,964.43
3/2000 24 0.00 440.00 87,524.43
4/2000 25 0.00 440.00 87,084.43
5/2000 26 0.00 440.00 86,644.43
6/2000 27 0.00 440.00 86,204.43
7/2000 28 0.00 440.00 85,764.43
8/2000 29 0.00 440.00 85,324.43
9/2000 30 0.00 440.00 84,884.43
10/2000 31 0.00 440.00 84,444.43
11/2000 32 0.00 440.00 84,004.43
12/2000 33 0.00 440.00 83,564.43
2000 Totals 0.00 5,280.00
1/2001 34 0.00 440.00 83,124.43
2/2001 35 0.00 440.00 82,684.43
3/2001 36 0.00 440.00 82,244.43
4/2001 37 0.00 440.00 81,804.43
5/2001 38 0.00 440.00 81,364.43
6/2001 39 0.00 440.00 80,924.43
7/2001 40 0.00 440.00 80,484.43
8/2001
9/2001
10/2001
41
42
43
0.00
0.00
0.00
440.00
440.00
440.00
80,044.43
79,604.43
79,164.43
March 28, 2008 Page 2
Date No. Interest Principal Balance
-------- --------- -------
11/2001 44 0.00 440.00 78,724.43
12/2001 45 0.00 440.00 78,284.43
2001 Totals 0.00 5,280.00
1/2002 46 0.00 440.00 77,844.43
2/2002 47 0.00 440.00 77,404.43
3/2002 48 0.00 440.00 76,964.43
4/2002 49 0.00 440.00 76,524.43
5/2002 50 0.00 440.00 76,084.43
6/2002 51 0.00 440.00 75,644.43
7/2002 52 0.00 440.00 75,204.43
8/2002 53 0.00 440.00 74,764.43
9/2002 54 0.00 440.00 74,324.43
10/2002 55 0.00 440.00 73,884.43
11/2002 56 0.00 440.00 73,444.43
12/2002 57 0.00 440.00 73,004.43
2002 Totals 0.00 5,280.00
1/2003 58 0.00 440.00 72,564.43
2/2003 59 0.00 440.00 72,124.43
3/2003 60 0.00 440.00 71,684.43
4/2003 61 0.00 440.00 71,244.43
5/2003 62 0.00 440.00 70,804.43
6/2003 63 0.00 440.00 70,364.43
7/2003 64 0.00 440.00 69,924.43
8/2003 65 0.00 440.00 69,484.43
9/2003 66 0.00 440.00 69,044.43
10/2003 67 0.00 440.00 68,604.43
11/2003 68 0.00 440.00 68,164.43
12/2003 69 0.00 440.00 67,724.43
2003 Totals 0.00 5,280.00
1/2004 70 0.00 440.00 67,284.43
2/2004 71 0.00 440.00 66,844.43
3/2004 72 0.00 440.00 66,404.43
4/2004 73 0.00 440.00 65,964.43
5/2004 74 0.00 440.00 65,524.43
6/2004 75 0.00 440.00 65,084.43
7/2004 76 0.00 440.00 64,644.43
8/2004 77 0.00 440.00 64,204.43
9/2004 78 0.00 440.00 63,764.43
10/2004 79 0.00 440.00 63,324.43
11/2004 80 0.00 440.00 62,884.43
12/2004 81 0.00 440.00 62,444.43
2004 Totals 0.00 5,280.00
1/2005 82 0.00 440.00 62,004.43
2/2005 83 0.00 440.00 61,564.43
3/2005
4/2005
5/2005
84
85
86
0.00
0.00
0.00
440.00
440.00
440.00
61,124.43
60,684.43
60,244.43
March 28, 2008 Page 3
Date No. Interest Principal Balance
-------- --------- -------
6/2005 87 0.00 440.00 59,804.43
7/2005 88 0.00 440.00 59,364.43
8/2005 89 0.00 440.00 58,924.43
9/2005 90 0.00 440.00 58,484.43
10/2005 91 0.00 440.00 58,044.43
11/2005 92 0.00 440.00 57,604.43
12/2005 93 0.00 440.00 57,164.43
2005 Totals 0.00 5,280.00
1/2006 94 0.00 440.00 56,724.43
2/2006 95 0.00 440.00 56,284.43
3/2006 96 0.00 440.00 55,844.43
4/2006 97 0.00 440.00 55,404.43
5/2006 98 0.00 440.00 54,964.43
6/2006 99 0.00 440.00 54,524.43
7/2006 100 0.00 440.00 54,084.43
8/2006 101 0.00 440.00 53,644.43
9/2006 102 0.00 440.00 53,204.43
10/2006 103 0.00 440.00 52,764.43
11/2006 104 0.00 440.00 52,324.43
12/2006 105 0.00 440.00 51,884.43
2006 Totals 0.00 5,280.00
1/2007 106 0.00 440.00 51,444.43
2/2007 107 0.00 440.00 51,004.43
3/2007 108 0.00 440.00 50,564.43
4/2007 109 0.00 440.00 50,124.43
5/2007 110 0.00 440.00 49,684.43
6/2007 111 0.00 440.00 49,244.43
7/2007 112 0.00 440.00 48,804.43
8/2007 113 0.00 440.00 48,364.43
9/2007 114 0.00 440.00 47,924.43
10/2007 115 0.00 440.00 47,484.43
11/2007 116 0.00 440.00 47,044.43
12/2007 117 0.00 440.00 46,604.43
2007 Totals 0.00 5,280.00
1/2008 118 0.00 440.00 46,164.43
2/2008 119 0.00 440.00 45,724.43
3/2008 120 0.00 440.00 45,284.43
4/2008 121 0.00 440.00 44,844.43
5/2008 122 0.00 440.00 44,404.43
6/2008 123 0.00 440.00 43,964.43
7/2008 124 0.00 440.00 43,524.43
8/2008 125 0.00 440.00 43, 084.43
9/2008 126 0.00 440.00 42,644.43
10/2008 127 0.00 440.00 42,204.43
11/2008 128 0.00 440.00 41,764.43
12/2008 129 0.00 440.00 41,324.43
March 28, 2008 Page 4
Date No. Interest Principal Balance
-------- --------- -------
1/2009 130 0.00 440.00 40,884.43
2/2009 131 0.00 440.00 40,444.43
3/2009 132 0.00 440.00 40,004.43
4/2009 133 0.00 440.00 39,564.43
5/2009 134 0.00 440.00 39,124.43
6/2009 135 0.00 440.00 38,684.43
7/2009 136 0.00 440.00 38,244.43
8/2009 137 0.00 440.00 37,804.43
9/2009 138 0.00 440.00 37,364.43
10/2009 139 0.00 440.00 36,924.43
11/2009 140 0.00 440.00 36,484.43
12/2009 141 0.00 440.00 36,044.43
2009 Totals 0.00 5,280.00
1/2010 142 0.00 440.00 35,604.43
2/2010 143 0.00 440.00 35,164.43
3/2010 144 0.00 440.00 34,724.43
4/2010 145 0.00 440.00 34,284.43
5/2010 146 0.00 440.00 33,844.43
6/2010 147 0.00 440.00 33,404.43
7/2010 148 0.00 440.00 32,964.43
8/2010 149 0.00 440.00 32,524.43
9/2010 150 0.00 440.00 32,084.43
10/2010 151 0.00 440.00 31,644.43
11/2010 152 0.00 440.00 31,204.43
12/2010 153 0.00 440.00 30,764.43
2010 Totals 0.00 5,280.00
1/2011 154 0.00 440.00 30,324.43
2/2011 155 0.00 440.00 29,884.43
3/2011 156 0.00 440.00 29,444.43
4/2011 157 0.00 440.00 29,004.43
5/2011 158 0.00 440.00 28,564.43
6/2011 159 0.00 440.00 28,124.43
7/2011 160 0.00 440.00 27,684.43
8/2011 161 0.00 440.00 27,244.43
9/2011 162 0.00 440.00 26,804.43
10/2011 163 0.00 440.00 26,364.43
11/2011 164 0.00 440.00 25,924.43
12/2011 165 0.00 440.00 25,484.43
2011 Totals 0.00 5,280.00
1/2012 166 0.00 440.00 25,044.43
2/2012 167 0.00 440.00 24,604.43
3/2012 168 0.00 440.00 24,164.43
4/2012 169 0.00 440.00 23,724.43
5/2012 170 0.00 440.00 23,284.43
6/2012 171 0.00 440.00 22,844.43
7/2012 172 0.00 440.00 22,404.43
8/2012 173 0.00 440.00 21,964.43
9/2012
10/2012
11/2012
174
175
176
0.00
0.00
0.00
440.00
440.00
440.00
21,524.43
21,084.43
20,644.43
March 28, 2008 Page 5
Date No. Interest Principal Balance
-------- --------- -------
12/2012 177 0.00 440.00 20,204.43
2012 Totals 0.00 5,280.00
1/2013 178 0.00 440.00 19,764.43
2/2013 179 0.00 440.00 19,324.43
3/2013 180 0.00 440.00 18,884.43
4/2013 181 0.00 440.00 18,444.43
5/2013 182 0.00 440.00 18,004.43
6/2013 183 0.00 440.00 17,564.43
7/2013 184 0.00 440.00 17,124.43
8/2013 185 0.00 440.00 16,684.43
9/2013 186 0.00 440.00 16,244.43
10/2013 187 0.00 440.00 15,804.43
11/2013 188 0.00 440.00 15,364.43
12/2013 189 0.00 440.00 14,924.43
2013 Totals 0.00 5,280.00
1/2014 190 0.00 440.00 14,484.43
2/2014 191 0.00 440.00 14,044.43
3/2014 192 0.00 440.00 13,604.43
4/2014 193 0.00 440.00 13,164.43
5/2014 194 0.00 440.00 12,724.43
6/2014 195 0.00 440.00 12,284.43
7/2014 196 0.00 440.00 11,844.43
8/2014 197 0.00 440.00 11,404.43
9/2014 198 0.00 440.00 10,964.43
10/2014 199 0.00 440.00 10,524.43
11/2014 200 0.00 440.00 10,084.43
12/2014 201 0.00 440.00 9,644.43
2014 Totals 0.00 5,280.00
1/2015 202 0.00 440.00 9,204.43
2/2015 203 0.00 440.00 8,764.43
3/2015 204 0.00 440.00 8,324.43
4/2015 205 0.00 440.00 7,884.43
5/2015 206 0.00 440.00 7,444.43
6/2015 207 0.00 440.00 7,004.43
7/2015 208 0.00 440.00 6,564.43
8/2015 209 0.00 440.00 6,124.43
9/2015 210 0.00 440.00 5,684.43
10/2015 211 0.00 440.00 5,244.43
11/2015 212 0.00 440.00 4,804.43
12/2015 213 0.00 440.00 4,364.43
2015 Totals 0.00 5,280.00
1/2016 214 0.00 440.00 3,924.43
2/2016 215 0.00 440.00 3,484.43
3/2016 216 0.00 440.00 3,044.43
4/2016
5/2016
6/2016
217
218
219
0.00
0.00
0.00
440.00
440.00
440.00
2,604.43
2,164.43
1,724.43
March 28, 2008 Page 6
Date No. Interest Principal Balance
-------- --------- -------
7/2016 220 0.00 440.00 1,284.43
8/2016 221 0.00 440.00 844.43
9/2016 222 0.00 440.00 404.43
10/2016 223 0.00 440.00 -35.57
2016 Totals 0.00 4,400.00
Grand Totals 0.00 98,120.00
Amortization Cancelled by Negative Balance.
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
I, JUDITH B. LESLIE, Executor of the Estate of Dorothy F.
Bogar, being duly sworn according to law, do hereby depose and
say that the date of death mortgage payoff figure as set forth
hereinbelow is true and correct to the best of my knowledge,
information and belief.
Mortgage from Judith B. Leslie to Robert S. Bogar and
Dorothy F. Bogar, dated March 13, 1998 and recorded in the
Cumberland County Recorder of Deeds Office in Mortgage Book
1437, Page 1092, in the principal amount of $98,084.43:
The monthly paYment amount was $440.00, with the last pay-
ment having been made on January 13, 2006, same paYment
representing paYment for the month of December 2005.
Total principal due as of October 6, 2007 is $57,164.43.
There is no interest on this mortgage.
Payoff amount = $57,164.43
ITH B. LESLIE, E ecutrix of
e Estate of Dorothy F. Bogar
SWORN to and subscribed
before me this 15t~ day
of f\pr-, ~ ,2008.
~o'@;y ~-
My Commission Expires:
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
BETH B. LENGEL, NOTARY PUBLIC
SHIREMANSTOWN BORO., CUMBERLAND COUNTY
MY COMMISSION EXPIRES DEC. 12,2011
Rev-1508 ElI:+ (6-98)
,~
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Bogar, Dorothy F.
FILE NUMBER
21-07-1039
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 Edward Jones Investments - Money Market Account No. 843-10773; date of death
balance $361,765.28; accrued interest $998.17
VALUE AT DATE
OF DEATH
362,763.45
2 Merrill Lynch Money Market - Account No. 872-51851
7,673.47
3 PNC Bank - Checking Account No. 5140242039; date of death balance $3,168.85;
accrued interest $0.19
3,169.04
4 Jewelery - Per attached appraisal
798.00
TOTAL (Also enter on Line 5, Recapitulation)
374.403.96
(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)
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~ .errlll Lynch
February 26, 2008
Mr. James D. Bogar
Attorney at law
One West Main Street
Shiremanstown PA 17011
RE: Merrill lynch Account #872-51851
Dorothy F. Bogar
Date of Death; 11/06/2007
Dear Mr. Bogar:
With reference to the above captioned Merrill lynch account, the total value of
Oorothy F. Bogar':.; account 01111/06/2007 was:
$7J673.47 Money Market Fund
Any further questions, please feel free to give me a call.
S1~
Elizabeth M. MacGee
Registered client Associate
Globnl Private Client Group
214 Senate Avenue. Suite SOt
Post Olllce Box 0810
Camp Hili. Pennsylvania HOlt
7179754600
800 937 0735
FAX 711975 4663
Tt,(! If')(()r~\').'t.lon "N (<,l:,.,h lwf':'1'h \~~ <>bl:olrw.d fmm
~()lm:'1"~1 whir:'h wr. br,CiE!vr. rQU:.hlC':. hut wro nn ront
gl~rlinu!t~ n~ i\t.t'1Jrnt':y, N'~ther tlw Inf~ll'tl\l1untJ,
AloOr .IlI,y j'I~"lt'm _.Il4'I~~I'd. t;M'~tl t\ll"f~.v *,li~U:~u~m
hy II,Cl (If tn(.: f'P.lrt:"rq.l~ t'lT F::t~\ (.If ;l.TlY li;(lt:'llr"/'l'l"-c; \"IT
r,ommn~Ut'l,. Prlnf~ in USA-
Nd, 28, 2007 11: 38AM
PNC BANK 412-705-2747
No, 6200 p, 3
o PNCBAN<
November 28, 2007
James D. Bogar
Attorney at Law
One West Main Street
Shiremanstown, P A 17011
RE: Estate of Dorothy F. Bogar. deceased
SSN: 172-01-8917
DOD: 11/6/2007
Dear Mr. Bogar:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Checking .Ac:count
Account #5140242039
Established 04/26/1985
ROBERT S BOGAR
DOROrnY F BOGAR
DOD balance: $3,168.85 + $.19 accrued interest
Safe Deposit BOl
#409
Established OS/23/1987
ROBERT S BOGAR
DOROTHY F BOGAR
Located:
WINDSOR PARK BRANCH
5288 SIMPSON FERRY ROAD
MECHANICSBT.JRG, PA 17055
(717) 697-1641
Page 1 ofZ
'IOV, LS. 2007 11: 38AM
PNC BANK 412-705-2747
No, 6LOO p, 4
Please note that this office only provides date of death balances for deposit accounts
(IRAs. CDs, Checking and Savings accounts). We do not process any financiaJ
transactions or provide statements. If you need assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
~~ Wi1h-
Rachelle Wells
1-800-762-1775
P7-PFSC-04-F .
~oo first Ave.
Pittsburgh PAl 5219
Page 2 of2
Member FDIC
This estate jewelry appraisal was prepared by
Henderson & Co. Jewelers, Inc.
Windsor Park Shopping Center
Mechanicsburg, PA 17050
(717) 766-7771
for:
Estate of
Dorothy F. Bogar
c/o James D. Bogar, Esq.
1 West Main St.
Shiremanstown, PA 17011
This appraisal was prepared January 15, 2008.
The following metal prices are from the date of death, November 6, 2007.
The price of gold was approximately $823.00 per ounce.
The following equipment was used in preparing this jewelry appraisal:
Binocular Microscope
Dial Gauge
Table Gauge
Electronic Scale
The appraiser was David A. Henderson, Gemologist of the Gemologieaf)E. itutaoL;:>
America, no. 3561240. .;;;- /~/ ~
G.I.A. grading terminology was used in preparing this jewelry appraisa. -?---~ ~-= - __m
This appraisal was prepared for estate purposes only. The values given represent a fair
price that the items could be expected to bring in a reasonable time period if sale was
necessary to settle the estate. This is based on prices obtained for similar items in our
area at the time this appraisal was prepared, or recent auction prices for similar items.
The condition of the gems and their mountings was factored in when arriving at these
values.
This jewelry appraisal does not represent an offer to buy nor does Henderson & Co.
Jewelers have a stake in these items.
(l) CULTURED PEARL NECKLACE
One 16 inch knotted strand of Akoya (saltwater) cultured pearls. A traditional fishhook
clasp secures the strand when worn. Condition is good; re-stringing is advisable as age
of present cord is unknown.
PEARLS: Forty Nine Saltwater Cultured Pearls
Shape: Round to near Round
Diameter: 7 - 71/2 mm
Color: light ivory
Luster: good
Surface: light spotting
Nacre: medium
ESTATE VALUE........... ........................ .................................... ..$225.00
(2) SILVER BANGLE BRACELET
Unstamped (tests as silver) possibly from India hinged bangle. Clasp is broken, could
be repaired. Present value is for scrap.
Weight of silver -11.5 dwt.
ESTATE VALUE..... ................................. ............... ......... ............ ..$8.00
(3) CULTURED PEARL EARRINGS
One pair French back (non-pierced) earrings in 14 Karat (stamped) yellow gold. There
are six pearls of graduated sizes on each earring.
Earrings measures 22 mm x 16 mm and are of light weight construction.
Condition of earrings at time of examination was good.
PEARLS: Twelve (six in each) Akoya Cultured Pearls
Shape: round
Diameter: 5 mm to 6 mm
Color: Rose'
Luster: very good
Surface: smooth
Nacre: heavy
ESTATE VAlUE....................................................................... .$175.00
(4) AMETHYST BROOCH
This scroll motif brooch is base metal. Item is stamped? 70%. Five amethyst ovals
accent the item.
AMETHYST: Five Genuine Amethyst Faceted Back Oval Cabochons
Dimensions: native cut approximately 8 mm x 6 mm to9.5 mm x 8 mm
Color: saturated violet
Clarity: light to moderate inclusions
ESTATE VALUE.. ..... ... ...... ... ......... ....... ... ..... .... ............ ..... ....$50.00
(5) SILVER AND CULTURED PEARL BROOCH
This leaf and scroll motif brooch is stamped silver. Testing shows silver approximately
925 with very heavy rhodium plate. There are seven cultured pearls on posts in center
of brooch.
Condition of item is very good
PEARLS: Seven Akoya Cultured Pearls
Shape: Round
Diameter: 5.5 mm to 7 mm
Color: white
Luster: fair
Surface: smooth
Nacre: heavy
ESTATE VALUE.. ...... ........... .... ..... ............... .... ...... ..... .... ... ..$90.00
(6) PEARL AND DIAMOND CIRCLE PIN
This 30 mm circle pin was assembled from 14 Karat (stamped) white gold components.
A flower-like spray of tiny round diamonds radiate from a larger pearl at the bottom of a
circle of small pearls.
Condition of item was very good at the time of examination.
PEARLS: Twenty Seven Akoya Cultured Pearls
Shape: round
Diameters: 1 - 7 mm
26 - 3 mm
Color: white - light rose'
Luster: very good
Surface: smooth
Nacre: heavy
DIAMONDS: Six Round Brilliant Cut Genuine Diamonds
Diameter: 2 mm
Weight: .03 ct. each, .36 ct. T.W.
Clarity: SI
Color: G-H
ESTATE V ALUEIl"r=JllJlIli:Il... ...... II II .....11. ..1111.. II IIl!1 lli:ell 1111I:..11.... IIIIB II..... II 1111 1!1l1l1l II II! 1l1l1l1lellllll$2501l00
Rev-1510 EJ(+ (6-98)
~
~
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bogar, Dorothy F.
FILE NUMBER
21-07 -1039
This schedule must be completed and filed W the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTIUN UF PROPERTY DATE OF DEATH % OF DECD'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 New York Life - Annuity No. NP 304 370 6.683.33 6.683.33
. .
TOTAL (Also enter on Line 7, Recapitulation) 6.683.33
(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)
.
New York Life Insurance Company
New York Life Insurance Company and Annuity Corporation
(A Delaware Corporation)
NYLIFE Insurance Company of Arizona
(Not licensed in Every State)
PO Box 6916, Cleveland OH 44101, (800) 695-9873
The Company You Keep
December 17,2007
James D Bogar
Law Office
One West Main St
Shiremanstown PA 17011
AtmuitantlOwner: Dorothy F Bogar
Policy: NP 304 370
Claim: 105814
Dear Mr. Bogar:
On behalf of New York Life, I extend our sincere condolences to the family of Dorothy F. Bogar.
To consider the claim on the above policy(s), we will need a certified death certificate and the enclosed claim
formes) and W4P(s) completed by the beneficiaries, Judith Leslie and James W. Bogar, children of the annuitant.
The cash value of policy NP 304 370 as of November 6,2007 is $6,683.33 and the taxable gain is $5,416.95. The
policy date is September 7, 1983.
Please note that the original documents needed to process the claim, such as the certified death certificate, will be
retained in our records and cannot be returned.
Additional information may be found on the claim forme s) and, for your convenience, enclosed is a return
envelope.
As soon as these requirements are received, we will be able to consider the claim or advise you if additional
information is needed. Should you have any questions, please let me know.
Sincerely,
Th~~ar
Ext 8724
REV-1151 EX+ (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE: OF
Bogar, Dorothy F.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-07 -1039
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 9,301.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees Bogar & Hipp Law Offices 9,225.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 477.00
5. Accountant's Fees
6. Tax Return Preparer's Fees 315.00
7. Other Administrative Costs , 3,610.00
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 22,928.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rey.1502 E)[+ (6-98)
*'
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bogar, Dorothy F.
FILE NUMBER
21-07 -1039
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Bethany Village - Memorial Service
375.00
2
W. Orville Kimmel Funeral Home
8.926.00
Subtotal
9.301.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1502 El(+ (6-98)
SCHEDULE H.B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Bogar, Dorothy F.
FILE NUMBER
21-07 -1039
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Henderson & Co. Jewelers, Inc. - Jewelry Appraisal
60.00
2
PNC Bank, N.A. - Safe Deposit Box Key Fee
15.00
3
Recorder of Deeds - Mortgage Satisfaction fee
27.00
4
Register of Wills - 2 Short Certificates
8.00
5
RESERVES: - Costs to conclude administration of Estate, including all filing fees
and preparation of fiduciary income tax returns
3.500.00
Subtotal
3.610.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (6-98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bogar, Dorothy F.
FILE NUMBER
21-07 -1039
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Bethany Village - Skilled Nursing
VALUE AT DATE
OF DEATH
2.164.00
2 Bethany Village - Skilled Nursing
4.177.90
3 Crumay Parnes Associates - Medical bill
6.91
4 Millenium Pharmacy Systems
112.84
5 Millenium Pharmacy Systems
27.80
6 PA Department of Revenue - Estimated withholding
1.040.00
7 PA Department of Revenue - 2007 Personal Income Tax payment
760.00
TOTAL (Also enter on Line 10, Recapitulation)
8,289.45
(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 I (Rev. 6-98)
REV-1513 ElC+ (9-00)
SCHEDULE .J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
Bogar, Dorothy F.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
aistributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-07 -1039
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
See attached schedule
Total
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
SCHEDULE .J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Dorothy F. Bogar 11/06/2007 172-01-8917
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
1 James W. Bogar
1727 Enterprise Avenue
League City, TX 77573
Son
2 Jeffrey W. Bogar
701 Beech Street
Lompoc, CA 93437
Grandson
3 Joan F. Bogar
1727 Enterprise Ave.
League City, TX 77573
Daughter-in-Law
1
One-half of rest,
residue and
remainder; personal
items from
Memorandum.
Grandfather's clock
given away more
than one year prior to
date of death.
Personal items from
Memorandum.
Wedding rings,
Waterford decanter
and water pitcher,
along with Waterford
glasses, Engineering
Library, 1968
Outstanding
Alumnus Award
(Nittany Lion); and
Personal items from
Memorandum (pearl
spray pin and
amethyst pin).
Grandfather's clock
and cyrstal cut-glass
bowl with bone-china
flower center piece
arrangement given
away more than one
year prior to death.
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Dorothy F. Bogar 11/06/2007 172-01-8917
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
4 Robin E. Cunningham
719 Aster
College Station, TX 77845
Granddaughter
5 Kristen L. Fletcher
282 Whitman Avenue
Bellefonte, PA 16823
Granddaughter
6 Judith B. Leslie
810 Allenview Drive
Mechanicsburg, PA 17055
Daughter
2
Personal items from
Memorandum (Silver
Bracelet). Diamond
ring, Waterford
Crystal collection,
and pen and ink
rendering given away
more than one year
prior to death.
Personal items from
Memorandum (pearl
necklace and cluster
pearl earrings).
Diamond heart
pendant could not be
located. Sterling
flatware collection,
and China collection
given away more
than one year prior to
One-half of rest,
residue and
remainder; personal
items per
Memorandum (Pearl
and Diamond Pin);
FLOBLUE collection
and cut-glass bowl
given away more
than one year prior to
death.
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',_I
lAST WILL AND TESTAMENT
OF
DOROTHY F. BOGAR
I, DOROTHY F. BOGAR, of Lower Allen Township, Cumber-
land County, Pennsylvania, 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 bequeath such of my tangible personal
property as is set forth in a separate dated and signed
Memorandum, which dated and signed Memorandum shall be placed
with or attached to this, my Last will and Testament, to the
individuals designated therein. It is my intent that the last
dated and signed Memorandum shall control. If there is no
Memorandum, it is my intent that all of my tangible personal
property shall be and become a part of my residuary estate.
SECOND: I give and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
together with any insurance policies thereon, in equal shares, to
:my children JUDITH B. LESLIE and JAMES W. BOGAR, provided that
should either of my children predecease me, I give and bequesth
such child's share unto his or her issue per stirpes by
representation, and if there be a failure of same, then I give
and bequeath such deceased child's share to my surviving child,
as provided herein.
THIRD: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
.~ aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
-, etirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
they consider advisable.
FOURTH: I direct that all inheritance, estate,
transfer, succession and death taxes, of any kind whatsoever,
which may be payable by reason of my death, whether or not with
2
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respect to property passing under this Will, shall be paid out of
the principal of my residuary estate.
FIFTH: All interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
SIXTH: I nominate and appoint JUDITH B. LESLIE and
JAMES W. BOGAR, Co-Executors of this, my Last Will and Testament.
I direct that my Co-Executors, and their successors, shall not be
required to post security or a bond for the performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last will and Testament, this Iv W-day of
fie a.~M'--' 2000. C::::;::). '-- ~ a
V~ -or (?Jt':f:-0vL-- (SEAL)
DOROTHY F. i30GAR '
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
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Address
Address
3
MEMORANDUM
In accordance with the provisions of Clause SECOND of
my Last Will and Testament, dated December 6, 2000, I direct that
the following described personal property be given outright to
those individuals so designated:
1. JUDITH B. LESLIE (DAUGHTER):
(a) Pearl and diamond pin, all belonging to Dorothy F.
Bogar.
(b) FLOBLUE collection.
(c) Large cut-glass bowl.
2. JAMES W. BOGAR (SON) AND JOAN F. BOGAR (DAUGHTER-IN-
LAW) :
(a) Grandfather clock.
3. ROBIN E. (LESLIE) HOLDERMAN (GRANDDAUGHTER):
(a) Diamond ring and sterling silver bracelet, all
belonging to Dorothy F. Bogar.
(b) Forty-eight piece WATERFORD CRYSTAL collection.
(c) Framed pen & ink rendering of former Bogar residence in
Center Valley, PA, drawn by D. W. Leslie in 1976.
4. KRISTEN B. LESLIE (GRANDDAUGHTER):
(a) Diamond heart pendant, pearl necklace, cluster pearl
earrings, all belonging to Dorothy F. Bogar.
(b) Sterling flatware collection (8 place-settings,
including 63 total individual pieces) .
(c) China collection (12 place-settings, including 70 total
individual pieces) .
5. JOAN F. BOGAR (DAUGHTER-TN-LAW):
(a) Pearl spray pin and amethyst pin, all belonging to
Dorothy F. Bogar.
(b) Crystal cut-glass bowl with 43-bone-china-flower
center-piece arrangment.
6. JEFFREY W. BOGAR (GRANDSON):
(a) Two wedding rings.
(b) WATERFORD decanter and water pitcher, along with 12
WATERFORD regular glasses.
(c) Engineering library belonging to Robert S. Bogar
(minimum of 36 manuals, handbooks and textbooks) .
(d) 1968 Outstanding Engineering Alumnus Award (Nittany
Lion), belonging to Robert S. Bogar.
(e) Bach trumpet, Serial No. 133477, belonging to Robert S.
Bogar.
2
In addition to the above-listed items, there are a number of
small pieces of glassware, china, paintings, and the like, on the
bottoms or backs of which are attached stickers designating to
whom they should be offered.
Date, ~ ;l. 03 Sf~ To 6x4dN (SEAL)
DOROTHY FO BOGAR tI
3