HomeMy WebLinkAbout02-0077PETITION FOR PROBATE a~d GRANT OF LETTERS
F~tal~ of Robert R. Vog~l~ong, Jr.
al~o known a~ N/A, D~a#~d.
$odal Security No.: 1~ I-15-$647
~o. :n..o2- "1 ')
To:
R~g/~'r of Wills for ~h¢
County of Cumberland in tho
Conunonwoalth of Pennsylvania
Your pmfion~n who mo 18 y~ of~ or ol&r ~ ~ Ex~x~ ~ ~ ~o l~t w~l of~
~ove ~ ~d ~ 22, 1998, ~d ~l(s) ~: None.
~t ~ d~i~ a ~ · C~g~ C~, P~ylv~ wi~ ~r ~ ~ly or
pr~cip~ ~ a~ 11 ~ B~o Avmu~ ~ P~I~ 17025. ~ P~sbom To~p.)
~~ ~ 76 y~ of~o, i~ Jmu~' 7, 2002, ~ M~i~ Vi~e, 1~ Mt. A~on D6vo,
M~i~r~ Pe~syl~ 17055.
E~t as foil~, ~dcm ~d ~t ~, ~ ~t ~vo~ ~ ~d ~t ~v~ a ~ld ~m or
~op~ ~er e~cu6~ of ~ ~11 o~ ~ proba~; wm not ~ vi~t~ of a k~lin8 ~d ~ n~v~r
~o~ ~ PA) ~ pe~o~ pmp~ $ U~~
(E~t ~micil~ ~ PA) P~ p~y m P~ylvmia $
(ff~ ~micil~ ~ PA) P~o~ pm~ m ~ty
zi~a~ ~ ~llo~; 11 & 13 ~ ~ Avmuo, ~da, PA 17025,
WHE~FO~, p~iti~ r~p~lly ~qu~ ~ pr~ of~ la~ will ~d ~icil(s)
1219 Waverly W~y 395 ~i~ V~l~y D6v~
~~, FL 32750 ' C~s, GA
(40~ 339-5360 (678) 45%7475 (c~U)
I Ill I II
COMMONW~L~ OF PENNSYLVANIA )
)ss
COUNTY OF CUMBERLAND )
Tim petitionenl above-namM swear or 9.mrm th. at tl~ s~l~memts in tho foregoing l~tition am truo
and con-eet W ~ ~ oll't~ Imowlcd~c ~ bciicf of pclilioncr~ m~l thnt as l~rs~nal represenmivcs of 11~
abow &~l~t p~tiomrs wt~. ~al mi ~uly ~ln~~ ~ acco~t~lt to tnw. ,e
~, ~. ~.,~..~'~'~ ~y of ~ }(~ An, S~th .
NO. 21- 02- ??
Estate of Robert R. Vogebong, Jr., Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~anuary 2~ 2002, in consideration of the petition on the reverse
side hereof, satisfactory proof havin8 been presented before me,
IT IS DBCKEBD that thc in~tmmcnt(s) dated October 22, 1998, described therein be
admitted to probate and filed of record as the last will of Robert R. Vosclsong, Jr. and Letters
Tcstamcntary are hereby ~ranted to Nancy Ann Smith and Sherry Lee ¥oun$.
Mar~ C. Lewis, Register o?Will~ /
FEES
Probate, Letters, Btc ...... $. 200. oo
Short CertLqcates(6) ..... $ 18.00
3 EX.T, ,P~. P O0
JcP $ ~.o.o,,.
TOTAL $ 232.00.__
Fil~l . FILED. JANUARY. 23,,. 2.0.(1Z .......
Robert R. Black, F. squire
36 South Hanover Street
Carlisle, PA 17013
(717) 243-3727
CALLED ATTORNEY JANUARY 23, 2002
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 7887582
No.
Local Registrar U
JAN 0 8 2002
Date
4an,v z,87 COMMONWEALTH OF PENNSYLVANIA ,, DEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH
I. SEX ~OCJAL SECURITY NUMBER DATE OF DroUTH ~Mcn~. Day, '~)
N~CEOEMT(~,,,~.[=} Robert R. Vogelsong Jr. ,.Male 3. 191 --18 --3647 ~-January 7,
76 ~.. : 4/21/25 Eh.la, Pa
Cumberland Upper Allen,Twb Messia ~,~__!00_~Al~en
,,~ Parts Dept. I,,,. Navy. Deoo~
-. Widower ,,.
I I E. Beal Ave I~ ,. ~ Pennsylvania ,,=~.~ Ra~t P~nn~hnr~
~ 01a~ Pa 17025 ~ ~umbe~land
2002
,0. White
"- Robert R. Voqelsonq St. I"- Florence May
~a""-~."~'s,~,~,~...-,~ Sherry Young I~r°"uA""sv~"~'~°mms~s"~.-c,~o,,.s~z~&~., '
~ ~ ~1,,~ 1/8/02 ,~ East Hbg Crematory ,,, Hbq, Pa
~"~" [~.~11897-L [~ullivan F.H.,51 N. Enola Dr, Enola, Pa
- I- I
I~ ~ ;;~FL; ;RED TO ME~ E~~R?
I~"- 1 :I~P_ u I~ ,T~n 7 ~
I1~ ~1~ DU~ TO (OR AS A CONSEQUENCE 01~:
rel~Ing m ~lll~) I~T DU~ ~ [OR A~ A CON~QUE NCE O~:
-o
108 Lowther St
Lemoyne, Pa
21-02-77
LAST WILL AND TESTAMENT
OF
ROBERT R. VOGELSONG, JR.
21-02-0077
I, ROBERT R. VOGELSONG, JR., of East Pennsboro Township, Cumberland
County, Pennsylvania, declare this to be my Last Will, hereby revoking all prior wills and
codicils.
FUNERAL EXPENSES
FIRST: I direct the payment of my funeral expenses, including my gravemarker,
as soon as may be convenient after my death.
PAYMENT OF DEATH TAXES
SECOND: I direct that all taxes that may be assessed in consequence of my
death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my
residuary estate as a part of the expense of administration of my estate.
DISTRIBUTION OF RESIDUE
THIRD: I give the rest of my estate, in equal shares, to my daughters, Nancy Ann
Smith and Sherry Lee Young, providing they shall survive me for a period of thirty (30)
days. If they shall not so survive me, I give the rest of my estate, per stirpes, to my issue
who survive me for a period of thirty (30) days.
PROTECTION OF BENEFICIARIES
(Spendthrift Provision)
FIFTH: No interest in income or principal shall be assignable by a beneficiary or
available to anyone having a claim against a beneficiary before actual payment to the
beneficiary. Provided, however, any beneficiary may assign any part or all of the
beneficiary's interest in my estate to any one or more of my descendants or to any one or
more of the beneficiary's descendants.
initials
MINORS AND INCAPACITATED BENEFICIARIES
SIXTH: If any income or principal shall be payable to any person who shall be a
minor or who shall be incapacitated for any reason, my executor as trustee shall hold such
income and principal during minority or incapacity and shall be entitled to apply such
income and principal to the health, maintenance, support and education of such person
during minority or incapacity without the appointment of any guardian or committee or
any authority of court. My executor as trustee shall be entitled to make direct application
hereunder or to make application by payment of income and principal to the parent or
other person in charge of such minor or incapacitated person, or to his or her guardian or
to a custodian under the Uniform Transfers to Minors Act. Any remaining income and
principal to which such person shall be entitled shall be distributed to such person upon
the termination of minority or incapacity. My executor as trustee shall have the same
powers as my executor.
POWERS OF EXECUTOR
SEVENTH: I confer upon my executor the right to sell or otherwise convert any
real or personal property at public or private sale, at such time or times, in such manner,
and for such price or prices, and on such terms and conditions as my executor shall
determine, and to execute and deliver good and sufficient conveyances, assignments and
transfers of the property, without liability of any purchaser for the application of any
consideration; to borrow money and to secure its payment by mortgage of real or personal
property, pledge of investments, or otherwise, without liability on the part of the lenders
to see to the application thereof; to retain any investments at discretion; to invest and
reinvest at discretion, without restriction to so-called "legal investments"; to make
distribution in cash or in kind; to allocate and distribute different kinds or
disproportionate shares of property or undivided interests in property among
beneficiaries, in cash or in kind, or partly in each; and to do all other acts and things
necessary or appropriate in the management, administration and distribution of my estate.
APPOINTMENT OF GUARDIAN OF ESTATES OF MINORS
EIGHTH: I appoint my executor as guardian of the estates of minors with power
to hold all property payable by law to a guardian appointed by my will and to use it for
the minor's health, maintenance, support and education, either directly or by payment to
any person selected by my executor to disburse it whose receipt shall be a complete
initials
acquittance. Guardian may, in discharge of all the guardian's duties, pay any minor's
share deemed impractical of administration to the parent or other person in charge of the
minor or to his or her guardian or to a custodian for the minor under the Uniform
Transfers to Minors Act. My executor as guardian shall have the same powers as my
executor.
APPOINTMENT OF EXECUTOR/RIX
NINTH: I appoint Nancy Ann Smith and Shemy Lee Young, or the survivor
thereof, executrixes of my will.
WAIVER OF BOND
TENTH: I direct that no fiduciary hereunder shall be required to furnish bond in
any jurisdiction, and if any bond is necessary, no surety shall be required.
INTERCHANGEABILITY OF LANGUAGE
ELEVENTH: Words used in the singular may be read to include the plural or the
plural may be read as the singular. Similarly, the masculine form may be read to include
the feminine and neuter; the feminine may be read to include the masculine and neuter;
and the neuter may be read to include the masculine and feminine.
HEADINGS
TWELFTH: The headings used on the various paragraphs of this will are
included for convenience only and shall have no legal significance.
I have signed this will this ~.¢.jz day of ~q~0(3~ , 1998.
Robert R. Vogels°ngOr.- J '/
Witness
Witness
ACKNOWLEDGMENT and AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
I, Robert R. Vogelsong, Jr., the testator in, and
SS.
and , the
wimesses to the last will, the attached or foregoing instrument, who have signed the
instrument, having been duly qualified according to law do depose and say:
(a) that I, the testator, do hereby acknowledge that I signed and executed
the instrument as my last will, that I signed it willingly and as my free and
voluntary act for the purposes therein expressed; and
(b) that we, the witnesses, were present and saw the testator sign and
execute the instrument as his last will, that he signed it willingly and executed it as
his free and voluntary act for the purposes therein expressed; that each of us in the
hearing and sight of the testator signed the will as a witness and that to the best of
our knowledge the testator was at that time 18 or more years of age, of sound mind
and under no constraint or undue influence.
Testator, (/ f /'
Witness
Witness
Notary Public
MY C~MIt~ I~ SiJ'T. I0, 2001
6£: L LV .CZ: Itvr' Zo.
CERTIFICATION OF NOTICE UNDER RULE 5.6 (c}
Name of Decedent: Robert R. Vogelsong, Jr.
Date of Death: January 7, 2002
Will No.: 21-02-0077
To the Register:
Admin. No.
I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on:
January 30, 2002
Name Address
Nancy Ann Smith 1219 Waverly Way, Longwood, FL 32750
Sherry Lee Young 385 Hidden Valley Drive, Conyers, GA 30094
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None.
Date:
Robert R. Black, Esq.
36 South Hanover Street
Carlisle, Pennsylvania 17013
Telephone (717) 243-3727
Capacity:~
Personal Representative
X Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 001032
BLACK ROBERT R
36 S HANOVER STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 191-18-3647
FILE NUMBER: 2102-0077
DECEDENT NAME: VOGELSONG ROBERT R JR
DATE OF PAYMENT: 04/03/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/07/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $8,000.00
TOTAL AMOUNT PAID:
$8,000.00
REMARKS: SHERRY LEE YOUNG
C/O ROBERT R BLACK ESQUIRE
SEAL
CHECK# 127
INITIALS' CW
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 002102
BLACK ROBERT R ESQUIRE
36 S HANOVER STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 191-18-3647
FILE NUMBER: 2102-0077
DECEDENT NAME: VOGELSONG ROBERT R JR
DATE OF PAYMENT: 01/30/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/07/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $3,400.09
TOTAL AMOUNT PAID'
$3,400.09
REMARKS' ROBERT R BLACK ESQUIRE
SEAL
CHECK# 157
INITIALS: JA
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFiCiAL USE. ONLY
FILE NUMBER
21 - 02 7 7
COUN'Pf CODE YEN~ NUMBER
W
Z
MJ
o
UJ
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITI.~L)
~'~'-~, Robe:~c R., Jr.
DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH
(MM-DD-YEAR)
01-07-2002 [ 04/21/1925
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
None
SOCIAL SECURITY NUMBER
191 - 18 - 3647
THIS RETURN BUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
[~ 1. Original Return
'--] 4. Umited Estate
~]6. Decedent Died Testate (Arach copy of W~
[~]9. LitJgation Proceeds Received
FIRM NAME
Landis & Black
TELEPHONE NUMBER
(717) 243-3727
[-']2. Supplemental Return [--] 3. Remainder Return (due ~a~ah ~to 12-13-~)
[] 4a. Futura Interest Compromise (~ of ~.a~ a~ 12-~2~) [] 5. Federal Estate Tax Retum Required
E~]7. Decedent Maintained a Living Trust (N~h ~ o~Tn~t) 0 8. Total Number of Safe Deposit Boxes
F'-m 10. Spousal PovertyCredit(dateo(deahbetween~2-3~alandl-l~) ~ 11. EleclJon to tax under Sec. 9113(A)(AtachSchO)
COMPLETE MAILING ADDRESS
36 South Hanover Street
Carlisle, Pennsylvania 17013
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Patnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Propen'y (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
L_..J Separate Billing Requested
7. Inter-Vwos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Unes 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage I.Ja~ties, & Uens(Schedule I) (10)
ii. Total Deductions (total Lines g & 10)
12. Net Value of Esta~ (line 8 minus Une 11)
13.
14.
221,861.86
5,149.66
0.00 :
0.00
29,461.38
26,568.79
9,284.94
26,895.57
OFFICIAL USE ONLY
(8) 29~,336.63
2,749.36
(11) 29r644.93
(12) 262,691.70
Charitable and Governmental Bequests/Sec 9113 Trusts for which an eleclJon lo tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
0.00
262,691.70
SEE INSTRUCTIONS ON REVEESE SIDE FOE APPLICABLE RATES
15. Amount of Une 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) x .0
16. Amount of Line 14 taxable at lineal rata $262,69 1.7 0 x .0 45
17. Amount of Line 14 taxable at sibling rata x .12
18. Amount of Line 14 taxable al collateral rate x .15
19. Tax Due
20. ~ Br~:m~#:~:~a=~m~"~'~.]mff~q=~m~em~mma~-'~=~=amma.x.]w'-q~Eema:~-'v',',~l~l~
(15) 0.00
(16) 11,821.13
(17) 0.00
(18) 0.00
(lg) 11,821.13
Estate of
SCHEDULE B
STOCKS AND BONDS
File Number
VOOELSONG, ROBERT R.,/IL 21-02-77
(All property jointly-owned with Right of Survivorship mint be di~clo~,d on Schedule F.)
Item
Number
Description
39.421 units Blackrock Fds Pennsylvania tax free income port (CPA1X) Class
B (~ 10.61
275.155 units Blackrock Fds Pennsylvania tax free income port (PNPAX)
Class A ~ 10.69
64 sha~es of Prudential Financial, Inc. (~ 28.13
Value at Date
of Death
$418.26
$2,941.40
$1,800.00
TOTAL (also enter on line 2, Recapitulation) $5,159.66
Ests~e of
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
File Number
VOGELSONG, ROBERT R., JR. 21-02-77
Include the proceeds of litigation and the date the proceeds were received by the estate. Ail property jointly-owned with the
right of survivorship must be disclosed on Schedule F.
Item Value at Date
Number Description of DeMh
1. $19,337.05
PNC, savings account #5003623011. See attached letter.
Principal $19,326.48
Interest 10.57
Waypoint Bank, account #00968275220. $863.93 paid to Sullivans Funeral
Home.
1998 Chewolet Astro Van, VIN 1GNDM19W8WB 187933, in unrepaired
eonditon: see letter attached hereto with repair estimate.
Proceeds of sale of personal property. See check attached hereto.
TOTAL (also emer on line 5, Recapitulation)
$863.93
$6,000.00
$3,260.40
$29,461.38
Estate of
SCHEDULE F
JOINTLY-OWNED PROPERTY
VOGELSONG, ROBERT R., JR.
I
File Number
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
21-22-77
Surviving Joint Tenant(s) Nme
Nancy Ann Smith
B. Sherry Lee Young
C. Various children and
grandchildren
JOINTLY-OWNuD PROPERTY:
Addre~
1219 Waverly Way
Longwood, FL 32750
385 Hidden Valley Drive
Conyers, GA 30094
See attached interest income statement
Relationship
to Decedent
Daughter
Letter for Date Dollar Value of
Item Joint Made Description of Property Total Value Decd'S Decedent's
Number Temmt Joint of Asset % Int. Interest
1. A & B 4/98 PNC checking account $26,795.95 331/a% $8,932.00
#5140066055. See letter attached
at Schedule E.
2. A & B 8/98 PNC account #50803990147. See $11,918.49 331/a% $3,973.00
letter attached at Schedule E.
3. Various 1998 U.S. Treasury Bonds H/HH as per $27,327.58 50% $13,663.79
the attached list.
TOTAL (Also enter on line 6, Recapitulation) $26,568.79
Estate of
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
VOGELSONG, ROBERT R., Jl~
21-02-77
This sch~dulemust b~ com~lct~clandfil~l iflh~ amwer to an~of, ,~iom 1 lhrou~h4 onlherever~sideofthe REV.1500 4
DESCRIPTION OF PROPERTY % of
Item ln~lud~
N~ ~. ~ a ~~ f~ ~_ V~~ I~ (ff~) T~hl~ V~
1. U.S. O~ ofPerson~ M~~t, f~er~ $681.14 10~ ~81.14
~ ~um ~2720987. S~ aRach~.
2. Pmdenti~ F~ ~ ~ntra~ $8,~3.80 10~ $8,603.80
99297350. S~ a~ach~.
TOT~ (~ enter on line 7, R~api~afion) $9,284.94
Estate of
ITEM
NUMBER
Ao
1.
2.
3.
5.
6.
7.
8.
9.
10.
11.
12.
13.
SCHED~ H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
VOGELSONG, ROBERT R., JR.
DESCRIPTION
Funeral Expenses:
Sullivan's Funeral Home, services
Rev. Joseph S. Gentilman, services
Funeral organist and food
Administrative Costs:
Personal Representative Commissions
Name of Personal Representative(s)
Address:
City/State:
Attorney Fees, Landis & Black (estimated)
Family Exemption
Claimant: None
Address:
City/State:
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees (estimated)
Sullivan Funeral Home, death certificates
Verizon, invoice
Mount Pocono's Property Owners, dues
PAWC, water bill
Sherry Lee Young, Executrices lodging expense
PAWC, water bill
AT&T, invoice
I
File Number
21-02-77
AMOUNT
$863.93
$200.00
$225.00
$0.00
$5,000.00
$409.35
$500.00
$30.00
$42.53
$130.00
$22.45
$450.00
$35.97
$43.88
TOTAL (Also enter on line 9, Recapitulation) $26,895.57
Estate of: ' VOGELSONG, ROBERT R., JR.
CONTINUATION
SCHEDULE H
ITEM DESCRIPTION AMOUNT
14. PPL Electric Utilities, invoice $73.11
15. PPL Electric Utilities, invoice $21.34
16. Sherry Young, repairs $18.49
17. SICO, fuel oil invoice $134.89
18. SICO, fuel oil invoice $200.23
19. Patriot News, invoice $18.30
20. PAWC, water invoice $20.45
21. PAWC, water invoice $9.75
22. Verizon, invoice $45.77
23. AT&T, invoice $12.93
24. PPL Electric Utilities, invoice $34.45
25. PPL Electric Utilities, invoice $16.51
26. PAWC, water invoice $11.67
27. Verizon, invoice $41.55
28. SICO, fuel oil invoice $81.17
29. SICO, fuel oil invoice $73.62
30. East Pennsboro Township, sewer invoice $87.75
31. East Pennsboro Township, sewer invoice $87.75
32. PAWC, water invoice $11.02
33. Alicia Stine, Treasurer, real estate taxes 1/1/02-12/31/02 $225.89
34. Alicia Stine, Treasurer, real estate taxes 1/1/02-12/31/02 $259.28
35. Sherry Young, executrices travel expenses $620.14
36. Department of Revenue, 2001 income tax $388.00
37. IRS, 2001 income tax $4,030.00
38. Verizon, invoice $41.55
CONTINUED ON NEXT PAGE
E~tate of:' VOGELSONG, ROBERT R., JR.
CONTINUA~ON
SCHEDULE H
ITEM DESCRIPTION AMOUNT
39. AT&T, invoice $11.08
40. PPL Electric Utilities, invoice $59.94
41. PPL Electric Utilities, invoice $35.13
42. PAWC, water invoice $15.26
43. PAWC, water invoice $8.42
44. Barbara A. Almer, services $14.49
45. Delux Checks, invoice $19.75
46. Paul Butler, window repair, 11 East Beale Avenue $40.00
47. Nuisance Wildlife, skunk & squirrel removal $100.70
48. Kevin Plantz, labor, 11 East Beale Avenue $186.00
49. Kevin Plantz, lawn mowing $45.00
50. Nuisance Wildlife, removal of animals $336.30
51. PPL Electric Utilities, invoice $17.72
52. PPL Electric Utilities, invoice $29.71
53. PAWC, water invoice $17.52
54. PPL Electric Utilities, invoice $15.49
55. PPL Electric Utilities, invoice 1547.99
56. PAWC, water invoice $35.44
57. Verizon, invoice $29.50
58. Leelands Slate Roof Repairs, invoice $215.00
59. SICO, plumbing repairs $145.45
60. East Pennsboro Township, sewer & trash $87.75
61. Allstate, invoice $7.00
62. Verizon, invoice $20.24
63. PPL Electric Utilities, invoice $34.60
64. PPL Electric Utilities, invoice $10.93
CONTINUED ON NEXT PAGE
E~tate of:' VOGELSONG, ROBERT R.,
CONTINUATION
SCHEDULE H
ITEM DESCRIFFION AMOUNT
65. PAWC, water invoice $10.53
66. East Pennsboro Township, sewer & trash $87.75
67. Verizon, invoice $19.06
68. PAWC, water invoice $14.81
69. PPL Electric Utilities, invoice $43.07
70. PPL Electric Utilities, invoice $10.95
71. Verizon, invoice $18.56
72. Rite-Aid, wasp spray $4.23
73. Lowes, repair parts $81.40
74. K-Mart, paint $8.55
75. K-Mart, paint $2.86
76. Rite-Aid, carpet deodorizer $5.92
77. Independent Handyman, clean out garage $1,290.61
78. Lowes, return for credit -26.22
79. Lowes, anchor for handrail $1.57
80. PAWC, water invoice $11.10
81. Alicia D. Stine, real estate taxes, 11 East Beale Avenue $878.92
82. PPL Electric Utilities, invoice $13.63
83. PPL Electric Utilities, invoice $37.30
84. East Pennsboro Township, sewer invoice, 11 East Beale Avenue $87.75
85. East Pennsboro Township, sewer invoice, 13 East Beale Avenue $87.75
86. Alicia D. Stine, real estate taxes, 13 East Beale Avenue $1,008.85
87. Barbara Abner, comm. asso. dues, Poconos $61.50
88. Verizon, invoice $19.73
89. PAWC, sewer invoice $16.99
90. EquiServe, transfer fee $39.62'
CONTINUED ON NEXT PAGE
K~te of:' VOGELSONG, ROBERT R., JR.
CONTINUATION
SCHEDULE H
ITEM DESCRIFFION AMOUNT
91. PPL Electric Utilities, invoice, 11 East Beale Avenue $24.59
92. PPL Electric Utilities, invoice, 13 East Beale Avenue $9.85
93. Gregg WFdey, fence $300.00
94. G-regg Wiley, repair work, 11 East Beale Avenue $50.00
95. OFS, additional fence section $73.45
96. PPL Electric Utilities, invoice $19.21
97. Nancy Ann Smith, executrix expenses (see attached) $2,242.93
98. Nancy Ann Smith, executrix expenses (see attached) $896.81
99. Sherry Lee Young, executrix expenses (see attached) $1,323.50
100. Sherry Lee Young, executrix expenses (see attached) $1,429.35
101. Sherry Lee Young, reimburse, paint $83.96
102. Reserve for closing and releases $500.00
TOTAL (Also enter on line 9, Recapitulation) $26,895.57
SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES, & LIENS
VOGELSONG, ROBERT R., JR.
File Nmbcr
21-02-77
Item
Nnmber
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
Description
Reader's Digest, invoice
East Pennsboro Ambulance, invoice
East Pennsboro Ambulance, invoice
IRS, income tax, 2001
Danbury Mint, invoice
East Pennsboro Township, utilities
East Pennsboro Township, utilities
National Geographic, invoice
Sears, MasterCard
SICO, fuel oil
AT&T, invoice
Prudential Financial, insurance invoice
Bob's Lock Service, invoice
Lawrence Chevrolet, invoice
Jim Thorpe School District, real estate taxes
AllState, fire insurance invoice
AllState, homeowners insurance
National Geographic, invoice
East Pennsboro Ambulance, invoice
Continuing Care RX, invoice
Mobile X-Ray
TOTAL (Also enter on line 10, Recapitulation)
Amomat
$25.41
$25.00
$60.00
$565.00
$259.00
$87.75
$87.75
$17.44
$35.95
$138.00
$16.02
$34.45
$163.00
$65.50
$82.70
$216.00
$332.00
$6.36
$45.00
$418.29
$69.74
$2,749.36
SCHEDULE J
BENEFICIARIES
Estate of File Number
VOGELSONG, ROBERT R., JR. 21-02-77
Relationship to Decedent Amount or Share
Number Name and Address of Person(s) Receiving Property Do Not List Trustee(s) of Estate
I. TAXABLE DISTRIBUTIONS (include outright spousal
distributions)
1. Nancy Ann Smith Daughter 50 Percent
1219 Waverly Way
Longwood, Florida 32750
2. Sherry Lee Young Daughter 50 Percent
385 Hidden Valley Drive
Conyers, Georgia 30094
ENTER DOU. N~ AJ~3tJNTS FOR D~rRmUT~S SHOWN AaOVE O~ IJNES 15 THROUGH 17, AS APPROPmATE, ON REV 1500 COVER SHEET
II.
NON-TAXABLE DISTRIBUTIONS
A. Spousal crmtributions under Section 9113 for which an election to lax is n~ being made.
B. Charitable and Governmental Distributions
TOTAL OF PART II - Enter Total Non-Taxable Distributions on Line 13 of REV 1500 Cover Sheet
LAST WILL AND TESTAMENT
OF
ROBERT R. VOGELSONG, JR.
I, ROBERT R. VOGELSONG, JR., of East Pennsboro Township, Cumberland
County, Pennsylvania, declare this to be my Last Will, hereby revoking all prior wills and
codicils.
FUNERAL EXPENSES
FIRST: I direct the payment of my funeral expenses, including my gravemarker,
as soon as may be convenient after my death.
PAYMENT OF DEATH TAXES
SECOND: I direct that all taxes that may be assessed in consequence of my
death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my
residuary estate as a part of the expense of administration of my estate.
DISTRIBUTION OF RESIDUE
THIRD: I give the rest of my estate, in equal shares, to my daughters, Nancy Ann
Smith and Sherry Lee Young, providing they shall survive me for a period of thirty (30)
days. If they shall not so survive me, I give the rest of my estate, per stirpes, to my issue
who survive me for a period of thirty (30) days.
PROTECTION OF BENEFICIARIES
(Spendthrift Provision)
FIFTH: No interest in income or principal shall be assignable by a beneficiary or
available to anyone having a claim against a beneficiary before actual payment to the
beneficiary. Provided, however, any beneficiary may assign any part or all of the
beneficiary's interest in my estate to any one or more of my descendants or to any one or
more of the beneficiary's descendants.
initials
MINORS AND INCAPACITATED BENEFICIARIES
SIXTH: If any income or principal shall be payable to any person who shall be a
minor or who shall be incapacitated for any reason, my executor as trustee shall hold such
income and principal during minority or incapacity and shall be entitled to apply such
income and principal to the health, maintenance, support and education of such person
during minority or incapacity without the appointment of any guardian or committee or
any authority of court. My executor as trustee shall be entitled to make direct application
hereunder or to make application by payment of income and principal to the parent or
other person in charge of such minor or incapacitated person, or to his or her guardian or
to a custodian under the Uniform Transfers to Minors Act. Any remaining income and
principal to which such person shall be entitled shall be distributed to such person upon
the termination of minority or incapacity. My executor as trustee shall have the same
powers as my executor.
POWERS OF EXECUTOR
SEVENTH: I confer upon my executor the right to sell or otherwise convert any
real or personal property at public or private sale, at such time or times, in such manner,
and for such price or prices, and on such terms and conditions as my executor shall
determine, and to execute and deliver good and sufficient conveyances, assignments and
transfers of the property, without liability of any purchaser for the application of any
consideration; to borrow money and to secure its payment by mortgage of real or personal
property, pledge of investments, or otherwise, without liability on the part of the lenders
to see to the application thereof; to retain any investments at discretion; to invest and
reinvest at discretion, without restriction to so-called "legal investments"; to make
distribution in cash or in kind; to allocate and distribute different kinds or
disproportionate shares of property or undivided interests in property among
beneficiaries, in cash or in kind, or partly in each; and to do all other acts and things
necessary or appropriate in the management, administration and distribution of my estate.
APPOINTMENT OF GUARDIAN OF ESTATES OF MINORS
EIGHTH: I appoint my executor as guardian of the estates of minors with power
to hold all property payable by law to a guardian appointed by my will and to use it for
the minor's health, maintenance, support and education, either directly or by payment to
any person selected by my executor to disburse it whose receipt shall be a complete
initials
acquittance. Guardian may, in discharge of all the guardian's duties, pay any minor%
share deemed impractical of administration to the parent or other person in charge of the
minor or to his or her guardian or to a custodian for the minor under the Uniform
Transfers to Minors Act. My executor as guardian shall have the same powers.as my
executor.
APPOINTMENT OF EXECUTOR/RIX
NINTH: I appoint Nancy Ann Smith and Sherry Lee Young, or the survivor
thereof, executrixes of my will.
WAIVER OF BOND
TENTH: I direct that no fiduciary hereunder shall be required to furnish bond in
any jurisdiction, and if any bond is necessary, no surety shall be required.
INTERCHANGEABILITY OF LANGUAGE
ELEVENTH: Words used in the singular may be read to include the plural or the
plural may be read as the singular. Similarly, the masculine form may be read to include
the feminine and neuter; the feminine may be read to include the masculine and neuter;
and the neuter may be read to include the masculine and feminine.
HEADINGS
TWELFTH: The headings used on the various paragraphs of this will are
included for convenience only and shall have no legal significance.
I have signed this will this ~].}4~[9-day of ~F0(3¢,/~ , 1998.
Robirt R. Vogelsong0r.- J /
Witness
Witness
ACKNOWLEDGMENT and AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
SS.
I, RoberttL Vogelsong, Jr., the testator in, and ~..~0q /~. ~r,~,r~
and , the
wimesses to the last will, the attached or foregoing instrument, who have signed the
insmunent, having been duly qualified according to law do depose and say:
(a) that I, the testator, do hereby acknowledge that I signed and executed
the instrument as my last will, that I signed it willingly and as my free and
voluntary act for the purposes therein expressed; and
(b) that we, the witnesses, were present and saw the testator sign and
execute the instrument as his last will, that he signed it willingly and executed it as
his free and voluntary act for the purposes therein expressed; that each of us in the
hearing and sight of the testator signed the will as a witness and that to the best of
our knowledge the testator was at that time 18 or more years of age, of sound mind
and under no constraint or undue influence.
TestatOr,
Wimess
Witness
Notary Public
~c~mss~ m,m~s m,t 1o~ ~! .
'A. . · -. I u. ~ ~'~- v~ LU,~: OMB NO. ZSU2-UZ§,5 ;1'
U.S. I~I~PARTMENT OF HOUSING & URBAN DEVELOPMENTI 1.~-]FHA 2.[~FmHA 3. J~CONV. UNINS. 4. E]¥A 5. J-'JCONV. iNS.
SETTLEMENT STATEMENT FAT 2-97'
C. NOTE: iTh~iSm [.b~ ~ i~sA~,rn~. ~~a, ~t~?~m~e~nt,,,o_f~_a~_u. ~ ~u_ ~nt cos. ts..Am.~.nts Pq. ~d to.and by the se.ffiernent. .ag .~t are shown.
,,.,~,,,o ,.,a,,~c,u lr-~.~j r,~= i~uu uu(a~uu*uw (~K)~.~ u~ey are ,~110Wll rlere rot ItlrormaEiOllal purposes ancl are ~ ilfcluded in the totals.
D. NAME AND ADDRESS OF BORROWER:
YUNG R. LEE and
YONG U. K!
11 E BEALE S,I:REET
ENOLA, PA 17025
G. PROP~-t<i¥ LOCATION:
11 E BEALE S.3:EEE3'
ENOLA, PA 17025
CUMBERLAND County, Pennsylvania
E. NAME AND ADDRESS OF SELLER:
ESTATE OF ROBERT R. VOGELSONG
1.0 3/96
H. S~- ~ I LEMENT AGENT: 25-1802264
CHESAPEAKE ABSTRACT COMPANY
(KI YONG AND LEE YUNG. PFD/FAT 2-97/27)
F. NAME AND ADDRESS OF LENDER:
ABN AMRO MORTGAGE GROUP, INC.
2600 W. BIG BEAVER ROAD
TROY, MICHIGAN 48084
PLACE OF SETTLEMENT
204 STATE STREET
HARRISBURG, PA 17101
I. SETTLEMENT DATE:
November 8, 2002
203. Existing loan(s) taken subject to
204.
205.
206.
208.
209. Seller Ass[st
A~ju~u,~ms i-or ~zem~ unpata c~y
210. Ci~ T~ to
211. ~un~ T~
212. ~1 to
213.
214.
215.
216.
217.
218.
219.
auu. GASH AT ,~1= I I kEMP, N[ FKOM/TO
301. Gross Amount Due From Borrower (Line 120)
302. Less Amount Paid By/For Borrower (LJne 220)
prome~)
For hems Unpaid by belier
5,955.70
Seller
L ~il-I I LEMI-NT CKa. RI~i~.$
90,200.00 ~' 5.0000 % 4,510.00
700~ ~'~TAL - ~
COMMISSION Based on Price
Division of Commission (line 700) as Follows:
[uz. ;~
([Kt. [;Ol-I~ii~l~.~i01~ P'ala at uemement
ID4. HrocGs~ii'l9 ~ I-Ce to KelT~iX Keal[y ASSOCI8~es
~00. ITEM5 PAYAI~LE IN GC;:;;:CTION WITTI LUAN
802. Loan DL~count
'uu~. Ap~.-a~aai ree
UU4. c;remt Kepon
uuo. Processing tee
outs. LPI
~}UI. i-iOO0
~IU.
till.
to I-q~lcMIl=l~ I'UNUIN~, INU.
tO i-'~;-MII-I~ I'UNL)IN~, INL;.
to FH~-MII'K PUNUINL~, INU.
tO PREMIER FUNDING, INC.
to I"KI-MII::I~ I'U[NUIN{~, IN[J.
to AUfl .Ja~IKL) MUK I f~AL.~I= L~KUUI-', INL;.
t'q'<~MIt-I'< t*UI~IUINt.~
900. ITEMS RF.~IUii~-U BY M=NUEK TO BE FNU IN AUVANCE
901. ;ntb-est Froni 11/08/02 to 12/01102 ¢~ $ 14.280000/day
903. Hazan:l Insurance Prerntum for 1.0 years toErte Insurance
904.
( 23 days
%)¸
21.59 per mon~
per monm
19.96 per
73.22 per
lUU~. monb-~s ~. :5 per monm
1007. monU-,s ~} $
1008. ,%;r~-c-t~ate Adjua b~ ~e~ t
1100. II1~
1101. Settlement or Ck~r~g Fee to
1102. DR Lien Search to
1103. Closing F~uk~i~ Lerner- to
1104. wire Fee to
1105. Federal Express to
1106. Notary ~:~6.~ to
1107. Notary Fc~..~ to
pi~c~uaes a~ove ~em numbers:
1108. Title Insurance to
(inclu(les above item numbers:
'1 lU,-J. Lenaers uoverage :5.
111u, owner's (.;overage :5
1111. ,-naorser~ents lUU, ~uu, u. 1 to
111z.
per month
per mon~~,
First American Title Insurance C,~pany
CHESAPEAKE AB~Tle, ACT COMPANY
CHESAPEAKE AIS~ I KACT COMPANY
CHE&APEAKE AIS~ I F<ACT COMPANY
Keys~o¢~e
Cheasapeake Abstract
~,f~)U, UU
~KI,ZUU.UU
t.;Hl::~Pd'q=/3~l:: PJ~ I DIAL; I I,,;UMI"/~IY
UU4./D
1113.
1200. 6OVE:I<~ME. NT KECORUIN(~
1201. Reco, Gi.g F~: Deed $ 48.50; IVr~[g~3e $ 64.50;
1203. State Tax/~ta~ps: Revenue SLam, ps 902.00;
1204.
Releases $
1205.
pOC Z/O.UU
259'00POCI
PAID FROM
BORROVVER~
FUNDS AT
SETTLEMENT
1DU. UU
50.00
Z1 .DU
328'44r
64.77
199.60
439.32
-274.14
35.00
15.0~
15.00
12.00
804.75
1 :~4J.UI
113.00r
~02.00{
PA~D FROM
SELLER'S
FUNDS AT
SETTt:;fm=NT
4,blU. UI
6.0{
13UU. AEIUI I IUNAL ~b I I LI::MENT Gf'IAK(~F~
1301. Survey to
to 130':.~,-~
to Remax Realty Asso~ate~
to Remax Realty Asso~alus
Certified to be a true copy.
Settlement Agent
( FAT 2-971 FAT 2-97128 )
A. CHICAGO 'tITLE INSURANCE COMPANY _ B. TYPE OF LOA~
ER: ~mAtmC'~' E. SH~IN 4. {-{ VA :~. [] CO{~.INS.
~ TrME OF ~RzNTZNG: 10:17 ~l.eenl~--~.~, {810200110-001 NS
.(p,o.~).mempaic{,..d,,~ffmclne/ma. emvamsh,.,_..,,_ ~... .uums !o
ADDRESS:
F. ~%%a.E OF LEN-OL-.H;
ADDRESS:
Eas~ i~-unsboro Twp. p~H_$~r~VANT. R
AEH3R~: 1601 MA~uu:r.r ~T~I~T, SUITE 2550 l_ 8EIILEMENTDATE:
PHILAdeLPHIA P~YLVANIA 19103 December 05, 2002
'PLACE OF SETTLEMENT: 16o]. MARKET STREET, SUIT~ :2550
ADOf~ESS: PHZLAD~LPH~A P~NNs YLV.~NL~ DISB UFLSEMENT DATE-
101. O0{lkact ~a{~ {m~ce r
103, Set~ementehagestobonow~ pine 1400) ~02.. ~
105. ~ 404.
~'J~.L?_~._ems ~ items paidby sellern advance 40~.
110. 'Schoa! ~a~2/31 Q2- 6/3' 20C3 560.56 410. SC~!T x 12'0602 -
~ : 568.56
)20. GROSS AMT DUE FROM BORROWER
200. AMOUNTSPNn BY OR iN BEHALF~OiRROWER~ 420. GROSS AMT DUE TO ~ELLER
~01. Oepostt~weamestmoeey ~00. ~
~o~ Exmi~foa~.{s}ta~eamd:dactto ---- --~ 30.o¢'
~04, L'--~~ 504~ Pal~ff °d firs1 m°~ I°an
a36.
~to. C~y/to~ ~zxes to f 51o. Cay/town taxes to
.)11.CoL~lytaxas to 511. Coat. taxes to
212. ,easessments to -- 512. Asser, m~ent,~ to
513.
214. 514.
2~5. 515.
§17.
ao.TOTAL PASO aY/FOR aORROWE~ ~. ooo. oo ~o. ~~ OUESF_LLER ~ ~o' oo
3e0. CA. HAT SETTLEMENT FROM/TO BORROWER eoo. CASH AT
· 3.CASH(M FROMm(FI TO, BORROWER 234~374.o~ ama. GASH(Fa TO)( D FROM)._qFI~R
S~t~,,..~ Sa;.,,,.,,. and Io Ihe best u,l my know.ge and be~, p is a line
aed d~sbuts~rrmn{s made o~ my ~ o~ b,y me in th{e t~}on, I fu~ ce~yth~t I hnve ~ a ~opy of the HUD-1 Settlement Statement.
Vecizon Pennsylvania Inc. E~tste o{ Rob~c Vogelmon.~, j£.
To Itte baal ol my knovdedge, the HUO-t ~lement Statement width I have Weparad * '
I~ bmen or ,will be ~ by the unde~ned as p~rt of ~ m a mm ma a<x~r-~da ~unt ct ~ funds wl~ich w/e~e ~ived and
sefllement of 1his transaction.
5~m~,~ Aeem
HUD-1 (3/86) RP..~PA, HB 4~.Z
F-~857-01 4/80
/aSS#
$102001~0 ~D
L SbrrLEMENT CHARGES
810.
811.
812.
rMsresll'mm 1o g[~ /clay for
~. l~ag~ Insurance ~-mlem for ~ m~qths to
gl33. Hazard Insurance P~e.,tlium foe' ~ ~a~s te
~001. H~r.~o~Jt~e C.0O month ~ permon~
~ pet mardh
1003. Ci~yl~opmly ~ 0~ ~ per month
~004. Coumypmpe~taxes O.3C mont~ ~ permo~h
10~. Rrmualaseesamem~ ~ (~ p~rrnomh
1007. C.03 month C~$ per mo~t~
Or,,~,~d~'_ _ above hems
SO.CO S
1,..,3..5
1110. Ch~'flet's co¥~'age $3
!111.
111~.
1113
~ax~ GO~J;,-~-~ENT RECORDING AND TRANSFER CHARGES
f~oi. ~.~,-~%,0 fe~: Deed S 60,00 :Mo~e $ ; P~--':~": S [ 30.00
f.~oz City/countytax/s'~,¥,~; ~ $ ; r~:~e S z,350.00
~. ~t~/~: ~ $ ; ~e $ lr 350.00
~. ~DmON~ Se'~ ~ME~ C~ES
30.00
Estate OE Robert ¥ogel~on9*, Jr.
The HUD-1 ~ettleme~t Statement whic~ I have p~pared is a line eJld accurate a~count 04 this transactlml. I have e~,e~a or wl~ cause funds 1o be
dlsbumed ~ acc~edance ~ Ihlr~ statement.
NS HUI~z O/ga) Rr-~l'^, HO
PNCBAN
March 21, 2002
Robert R. Black
36 South Hanover Street
Carlisle, PA 17013
Estate of Robert R. Vogelsong, Jr., deceased
SSN: 191-I8~3647
DOD: 1/7/2002
Dear Mr. Bl~k:
In response to your request for Date of Death balances for tho customer noted above, our
records show thc following:
Checking Account
Account # 5140066055
ROBERT R VOOELgONG JR
NANCY ANN SMITH
SHERRY LEE YOUNG
DOD balance: $26,795.95 + $0.00 accrued interest
Established 04/10/1998
Savings Accounts
Account #5003623011
ROBERT R VOGELSONG JR
NANCY SMITH
SHERRY YOUNG
DOD balance: $19,326.48 + $10.57 accrued interest
Established 08/21/2001
Account #5080399017
ROBERT R VOGELSONO
NANCY ANN SMITH
SHERRY LEE YOUNG
DOD balance: $11,918.49 + $0.00 accrued int~e.~t
Established 08/18/1998
For Brokerage information, please call 1-800-762-6111.
Page I of 2
Please note that this ofli~ only provides date of death balances for deposit accounts
(LRAs, CDs, Checking and Savin~s accounts). We do not process any financial
transactions or provide statemmts. If you need assistance with any of these items, please
call 1-888-PNC-BANK 0-888-762-2265) or stop by your local PNC Bank branch
Sincerely,
Rachelle Wells
1-800-762-1775
PT-PFSC-04-F
$00 ~at Ava,
Pitlsburgb PA 15219
Page 2 of 2
Member FDIC
TOTAL P. (?)2
DEPARTMENT OF TRANSPORTATION
CERTIFICATE OP TITLE' FOR A VEHICLE
q,l, 2S ~ DOS :],OOll ],1.1,-0 D ].
~ ~H~E mENTIF~T~ ~ER ~E ~ ~ I .... T~E ~-- '
ROBERT R VOGEL$ONG
1.1. iE' BEALE AVE
ENOI. A - PA ],7025,
FIRST UE~ FAVOR 0~:
;pEOpLES STATE BANK
JR
SECOND LIEN FAVOR OF:
4= EXEMPT FI~M OOCXMET~ D~:;4.OSuRE
Tm.E BRAND~
A = AHTIOUE VEHICA_E
C ~ CLASSIC VEHICLE
PEOPLES STATE BANK
P O BOX 1. O~OD
EAST 8ERL!N PlA 1.?=J1.[,
Secrelary or 1Y~lmdmion
~UB,.~I~ED ANO SWORN
TO BEFORE ME: i
A ri ~Tenanmv~haipdMSunfr~a~v(OndaalhelOneomer. liUegoes
BO Truants. Common (on de~th og one w. interest a/dec~ owner
1ST LIEN OATE: 4I' IF NO LIEN. CHECK []
STREET
~ STAE ZIP
FINANClJ~ INSTITUTION NIJMB~
2NO UEN DATE
~ IF NO UEN, CHEGK[]
2ND
STREET
CiTY STATE Z~P
3400 Hartzdale Drive at Capital City Mall Drive · Camp Hill, PA 17011 · Phone (717) 761-0600
/01/25/2002 at 05:38 PM Job Number:
19726
F(H~ES C~EVROLETINC.
Federal ID %:231947103
3400 HARTZDALE DRIVE
CAMP HILL, PA 17011
(717)761-0600 Fax: (717)441-1367
Written by: TIM MCMULLEN %152439
Adjuster:
Insure~: ROBERT VOGELSONG
Owner: ROBERT VOGELSONG
Ad~reas: 11 E BEALE AVE
ENOLA, PA 17025
Day:
Evening:
Deduotible:
Date of L~ss:
Type of Loss:
Point of
Inset FORBES CHEVROLET INC.
L~a~ion: 3400 HARTZDALE DRIVE
CAMP HILL, PA 17011
Business: (717)761-0600
Days to Repair
1998 CHEV M10 4X2 ASTRO 6-4.3L-FI 3D VAN WHITE Iht:
YIN: 1GNDM19WSWB187933 Lio: PD4220D Prod Date:
Air Conditioning Intermittent Wipers
Clear Coat Paint Power Steering
Anti-Lock Brakes (4) Driver Airbag
Bucket Seats Rear Step Bumper
Dual Mirrors
Power Brakes
Passenger Airbag
NO. OP. DESCRIPTION QTY EXT. PRICE LABOR PAINT
6 Incl.
7
8 0.3
9
10' 6.0
11
12
13
14'
15
16
17'
18
19
2O
21
22
1 REAR BUMPER
2 O/H rear bumper w/cover 1.5
3 Repl B%unper cover 1 371.00 Incl. 1.5
4 Add for Clear Coat 0.6
5 Repl RT Face bar mount bracket w/o 1 29.70
impact strip
Repl Face bar w/o rear cover 1 211.40
REAR LAMPS
Repl RT Tail lamp assy 1 90.75
SIDE PANEL
Rpr Side panel right side upper
w/window all
Refn Side panel right side lower
all
Overlap Major Adj. Panel
SIDE LOADING DOOR
Rpr Door shell cargo van w/glass
Overlap Major Adj. Panel
FRONT DOOR
Rpr RT Outer panel
Overlap Major Adj. Panel
FENDER
Blnd RT Fender
Blnd LT Fender
HOOD
6.0
5.0
1.9
1.8
-0.4
3.0
-0.4
2.2
-0.4
1.2
1.2
~25/2002
at 05:38 PM Job Number:
PR~LIMINARX ESTIM~T~
1998 CHEV M10 4X2 ASTRO 6-4.3L-FI 3D VAN WHITE Iht:
NO. OP. DESCRIPTION QTY EXT. PRICE LABOR PAINT
23 Repl Hood 1 302.00 1.5 2.5
24 Overlap Major Non-Adj. Panel
25 Add for Underside(Complete) -0.2
1.3
26 Add for Clear Coat 0.3
27# COVER CAR 1 0.2
28% FLEX AGENT PER PANEL 1
29% HAZARDOUS WASTE REMOVAL 1
30 Clear Coat
5.00 T
6.00 T
3.50 T
2.5
Subtotals ==>
1019.35 20.3 18.8
Parts 1004.85
Body Labor 20.3 hfs @ $ 39.00/hr 791.70
Paint Labor 18.8 hfs @ $ 39.00/hr 733 20
Paint Supplies '
Sublet/Misc. 300.00
14.50
SUBTOTAL
Sales Tax
$ 2844.25
$ 2844.25 @ 6-0000% 170.66
GRAND TOTAL
ADJUSTMENTS:
Deductible
$ 3014.91
0.00
CUSTOMER PAY $ 0.00
INSURANCE PAY $ 3014.91
THE ABOVE IS AN ESTIMATE, BASED ON OUR INSPECTION, AND DOES NOT COVER
ADDDITIONAL PARTS AND LABOR WHICH MAY BE REQUIRED AFTER THE WORK HAS BEEN
OPENED UP. OCCASIONALLY, AFTER THE WORK HAS STARTED, WORN, BROKEN OR DAMAGED
PARTS ARE DISCOVERED WHICH ARE NOT EVIDENT ON FIRST INSPECTION.
EPARTMENT OF THE TREASURY
BUREAU OF THE PUBLIC DEBT
PARKER~BURG, WV 26106-2186
PHONE: (304) 480 - 7999
54-0985244
PAYEFT~ FEDERAL IDENTIFICA'IION NUMBER
I~ERESTEARNEDBY:
ROBERT R VOGELSONG JR OR
JEFFERY TODD SHITH
11E BEALE AVE
ENOLA PA 17025
(3MB NO. 1545-0112
FOR TAX YEAR: 2001
TAXPAYER IDENTIFJCAllON NUMBER
$200.00
SERIES HH/N
ROBERT R VOOELSONG JR OR
JEFFERY TODD SHXTH
SERIES HH/H ~2OO.OO
ROBERT R VOGELSONG JR OR
KELL! LYNN NIPPER
SERXES HH/H $200.00
ROBERT R VOGELSONG JR OR
KRZSTY ANN YOUNG
~200.00
SERZES HH/N
ROBERT R VOGELSON6 JR OR
LORRZE ELLEN YOUNG
SERIES HH/H $80.00
ROBERT R VOGELSONG JR OR
NANCY ANN SMITH
SERXES HH/H ~200.00
ROBERT R VOGELSONG JR OR
RODXN RENEE RUSSELL
$200.00
SERIES HH/H
ROBERT R VOGELSONG JR OR
SCOTT CHXRSTOPNERYOUNG
SERXES HH/H ~60.OO
ROBERT R vnep~qnue JRflR~,,
--~"S-RERRY LEE YOUNG
~20O.OO
SERXES HN/H
ROBERT R VOGELSON6 JR oR
TRACIE LYNN~"SHITH
SERIES HH/H ~200.00
ROBERT R VOGELSONG JR OR
JOHN ROBERT SMITH II!
TOTALS el,740.00 ~0.00 ~0.00
TOTAL INTEREST REPORTED ~1,740.00
.0
DEPARTMENT OF THE TREASURY
BUREAU OF THE PUBUC DEBT
PARKERSBURG, WV 26106-1328
Date:
Customer Number:.
Customer Name:
11-7--02
0100427952C
Robert R. Vogelsong Jr
SHERRY YOUNG
385 HIDDEN VALLEY DR
CONYERS GA 30094
Dear Ms. Young:
I°m working on your request for information abOut United Slates Savings Bonds.
records with the following information: ~
Time Frame:
Series:
Denomination(s):
Social Security NO(s):
January 1974 through January 2002
E, EE, and I
all
191-18-3647
I searched our
Series: H/HH
Social Security No(s): 191-18-3647
This search located the issuance of several securities shown to have been unredeemed at the
time of Mr. Vogelsong's death. These bOnds am described on the enclosed list.
I also conducted a search of our records for the serial numbem you provided. This search
shows all of these bOnds to have been reissued February 1998.
I trust that this information will be of assistance to you.
Enclosures:
Bond List
Envelope
Sincerely.
(April Kes~~l~j~'~/~
Customer Service Assistant
Current Income Services Division
Please visit us on the Internet at
http://www, savingsbonds, gov
· , ROBERT R. VOGELSONG
0100427952C
BOND MST
~ DENOMINATION
11/95 $500
11/95 "
11/95
11/95
11195 ·
11195
11/95
11/95
11/95
11/95' "
SERIAL NUMBER
D-4,611,379-HH
D-4,611,380-HH
D-4,611,381-HH
D-4,611,382-HH
D-4,611,383-HH
D-4,611,384-HH
D-4,611,385-HH
D-4,611,386-HH
D-4,611,387-HH
D-4,611,388-HH
REGISTRATION
Robert R. Vogelsong JR OR Jeffrey
Todd Smith
#
#
#
11/95 $500
11/95 -
11/95
11/95
11/95 "
11/95
11/95 "
11/95 '
11195
11/95 "
D-4,611,348-HH
D-4,611,349-HH
D-4,611,350-HH
D-4,611,351-HH
13-4,611,352-HH
D-4,611,353-HH
D-4,611,354-HH
D-4,611,355-HH
D-4,611,356-HH
D-.4,611,357-HH
Robert R. Vogelsong JR OR Kelli Lynn
Nipper
#
#
#
11/95 $500
11/95
11/95
11/95 "
11/95
11/95 "
11/95
11/95 '
11/95 "
11/95 "
11/95 $5O0
11/95 "
11/95 "
11/95 "
11/95 "
11/95
11/95
11/95
11/95
11/95 "
D-4,611,389-HH
D-4,611,390-HH
D-4,611,391-HH
D-4,611,392-HH
D-4,611,393-HH
D-4,611,394-HH
D-4,611,395-HH
·' D-4,S11,396-HH
D-4,611,3§7-NH
D-4,611,398-HH
D-4,611,369-HH
D-4,611,370-HH
D-4,611,371-HH
D-4,611,372-HH
D-4,611,373-H H
D-4,611,374-HH
D-4,611,375-HH
D-4,611,376-HH
D-4,611,377-HH
D-4,611,378-HH
Robert R. Vogelsong JR OR Kristy Ann
Young
#
#
#
Robert R. Vogelsong JR OR Lorrie
Ellen Young
11195
11195
11195
11/95
11/95
11/95
11/95
11/95
11/95
11/95
11195
11/95
11/95
11/95
11/95
11/95
11195
11/95
11195
11195
11195
11/95
11/95
11/95
11/95
11/95
11/95
11/95
11/95
11/95
11195
11/95
11/95
11/95
11/95
11195
11/95
11/95
11/95
11/95
11/95
11/95
11/95
11/95
$5OO
$500
$500
$5O0
$500
D-4,611,298-HH
D-4,611,299-HH
D-4,611,300-HH
D-4,611,301-HH
D-4,611,312-HH
D-4,611,313-HH
D-4,611,314-HH
D-4,611,315-HH
D-4,611,316-HH
D-4,611,317-HH
D-4,611,318-HH
D-4,611,319-HH
D-4,611,320-HH
D-4,611,321-HH
D-4,611,302-HH
D-4,611,303-HH
13-4,611,304-HH
· 13-4,611,305-HH
D-4,611,306-HH
D-4,611,307-HH
D-4,611,308-HH
D-4,611,309-HH
D-4,611,310-HH
D-4,611,311-HH
D-4,611,399-HH
D-4,611,400-HH
D-4,611,401-HH
D-4,611,335-HH
D-4,611,336-HH
D-~.;611,337-HH
D-4,611,3~8-HH
D-4,61~ ,339-HH
D-4,611,340-HH
D-4,611,341-HH
D-4,611.342-HH
D-4,611.343-HH
1:)-4,611,3~?.-HH
D-4,611,322-HH
D-4,611,323-HH
D-4,611,324-HH
D-4,611,325-HH
D-4,611,326-HH
D-4,611,327-HH
D-4,611,328-HH
Robert R. Vogeisong JR OR Nancy Ann
Srr~th
#
Robert R. Vogelsong JR OR Robin
Renee Russell
Robert R. Vogelsong JR OR Scott
Christopber Young
Robert R. Vogelsong JR OR Sherry Lee
Young
Robert R. Vogelsong JR OR Tracie
Lynn Smith
Robert R. Vogelsong JR OR John
Robert Smith III
#
Page 2
' 11/95
11/95
11/95
$500 D-4,611,329-HH Robert R. Vogelsong JR OR John
Robert Smith II!
" D-4,611,330-HH "
" D-4,611,331-HH ~
*If there are any bonds marked with an asterisk, they are within one month of
their final maturity and may not be reissued or replaced.
Page 3
U.S. Office of Persmutel Manag~Jr, e~t
Retirement Programs
Retireme~ ~lons Cem~
B0yers, PA 18017
OFFICIAL BUSINESS
PENALTY FOR PRIVATE USE, $300
FORVVARDING SERVICE REQUESTED
TO OPEN - INSERT FINGER ANID CAREFULI. Y SLIDE UNITER THIS EDGE -
NANCY A SM[TH
1219 WAVERLY WAY
LONGW00D FL
32750
h,ll,,,hlh-hhhlh,,,ih,h,h,,hl,,Ih,,llhh,h;il
c
FINAL STATEMENT OF LUMP SUM DEATH BENEFIT PAYMENT
You are entitled to a lump sum Dayment because of the d~th of a fro'met emDIoyee. This payment, shown in Block 5. covers
only benefits due from the Civil Service Retirement and Disability Fund and consists of any unused contributions the former
employee made to the Fur~i or arty accrued annuity payable at the time of his or her de~h. or the Basic Employee Death Benefit
payable to a surviving spouse under Ihe Federal Employees Retirement Syster~
1. ='~'~_-?_-~ of _r~_-_-__-sed Fadaral -"=~,~;ayee 2. Claim Nt;-~- 3. Date of Birth 4. Date
.V0GELSONG JR ROBERT R cs~ 2720987 04/21/25 05/15/02
5. You Will .',&c&ive a Lump Sum P--y~,a~t Fm 6. To Be ~,,--~ By 7. Intere~t {Inol~led in Item 5} 8. Tax Withheld
...$. 340.57 05/29/02 $ NONE $ NONE
9. Remarks
THIS LUMP SUM PAYMENT IS MADE TO YOU BASED ON
AN APPLICATION SUBMITTED BY SHERRY YOUNG.
F-I
mr b reveea side fei' imporlmt infomalJon.
I I
OFFI~;H,,L BUSINESs
'PP-.~[ALTY FOR PRIVATE USE, $300
FORWARDING SERVICE REOUESTED
SHERRY L YOUNG
385 HIDDEN VALLEY DR
CONYERS GA 30094
i"11'!1'"11"'1'1,,,1,,I,1,,!,,i1,,t!,,11,,,!,,1,,!, 1,1,,1,1
FINAL STATB4ENT OF LUMP SUM 0EATH BENEFIT PAYMENT
:n°~y :eenee~l~et°fraomlUmp~s~j~,~t- ~. of. the. ~ ._o.f a_, .or~ .employee. This payment, shown ,n Block 5. covers
............ ~ -~;= -.uremen~ anti Disaoil~
m/~unc; and consists of any unused contributions the former
employee made to the Fund or any accrued annuity payable at lfte time of his or her death, or the Basic Employee Death Benefit
pay. able ~ a surviving spouse under I~e Federal Employees Retirement Syster~
1. Name ~ i)~ecsed Federal F..m~l~
VOGELSONG dR ROBERT
5. Y~ Will Receive a LUrnl) Sum Paym~t F~
$ 340.57
R~ks
THE LUMP SUM
YOURSELF &
ber ~ ~'~--Bl~h
I ~ Im~t (l~luded in Itm ~
J______~29/02 _[~ NONE
PAYABLE HAS BEEN DZVIDED BETWEEN
NANCY. EACH HAS BEEN PAZD,
~5/02
J$ NONE
See reverse side for imporlant informatio~
Prudential
Financial
The Prudential Insurance Company of America
W SH 122 9 895823
ROBERT R VOGELSONG JR
11 EAST BEALE AVENUE
ENOLA PA 17025-2804
Prudential Investments
For service call 1-888-778-2888
P. O. Box 14215
New Brunswick, ~J 08906-4215
Annuitant: ROBERT R VOGELSONG
Contract Number: 99 297 350
FIXED INTEREST PLAN
Total Contract Value+ as of
Dec 7, 2001: $8,527.32
JR
December 27, 2001
Dear Robert R Vogelsong Jr:
It is our practice to inform you when we declare renewal crediting rates.
The 2002 Renewal Rates that apply to your Fixed Investment Plan contract
follow:
...... PURCHASE PAYMENTS ......
DATE OF VALUE AS OF RENEWAL
PAYMENT Dec 7, 2001+ ~ATE
RENEWAL RATE PERIOD
1989
$8,527.32 5.100% Jan 1, 2002 through Dec 31, 2002
If your contract matures before the end of the renewal rate period, any
interest rate listed above is effective until the annuity date.
The Prudential is the largest insurance company in ~orth America, providing
insurance and other financial services to more than 50 million customers.
We appreciate your business and want to serve you. If you have any questions
about your contract, please call your Prudential representative or get in
touch with the office shown above.
+Dollar amounts shown do not reflect any account activity that occurred
after Dec 7, 2001. Purchase Payment Value is the amount of the
payment, plus any bonus credited to your contract at the time of the
purchase payment, plus interest credited, less contract charges or
withdrawals. Any purchase payments not shown in this letter are not
subject to a new rate at this time.
REIMBURSABLE EXPENSES
, ~ ~,e~~~/_ ~_~ ~
~-TOYAL PERSONAL CAR MILES
· DATE
I II::M ~ -'-------~
PLEASE ^TT^OH RECEIPT8
REIMBURSABLE EXPENSES
PI-_EA6E ATTACH RECEIPT8
8/20/02
REIMBURSABLE EXPENSES
PLEASE ATTACH RECEIPTS
._TOTAL MSI/~~ $
Name:
REIMBURSABLE EXPENSES
PERSONAL CAR Mil ;=AGE
DATE . BEGINNING ENDING TOTAL # MILES COMM,'-NTS
TOTAL PERSONAL CAR MILES
# MILES X .385
I DATE I I EM Where P~ Cost
I TOTAL i $ ~ {,"~- f/~ I
PLEASE ATTACH RECEIPT8
PAID BY j
8/20/02 - Reimbursable Expenses - Form 2
REIMBURSABLE EXPENSES
q/~,,;., o./;~/.,~' / I ~ .P'q9 /.2~..~..2/~ / ~, ,-/,7 ce ...... NTS
.~,
I TOYAL J$ ~.?¥;¢'_/,,.~ J
PLEASE AI-rACH RECEIPT~
DATE PAID
j i'OTAL ~.~~EkT,~idSE$ ~
,-'.-.-==--,~ $ .*~.'"g~JNT PAID BY
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
ROBERT R BLACK ESQ
LANDIS & BLACK
56 S HANOVER ST
CARLISLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOT[CE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP ¢01-05)
PA 17015
DATE 05-24-2005
ESTATE OF VOGELSONG
DATE OF DEATH 01-07-2002
FILE NUMBER 21 02-0077
;~ COUNTY CUMBERLAND
ACM 101
Amount Remitted
ROBERT R
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C01-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF VOGELSONG ROBERT R FILE NO. 21 02-0077 ACN 101 DATE 05-24-2005
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate CSchedule A)
2. Stocks and Bonds CSchedule B} C2)
3. Closely Held Stock/Partnership Interest CSchedule
4. Mortgages/Notes Receivable CSchedule D)
5. Cash/Bank Deposits/Mlsc. Personal Property CSchedule E)
6. Jointly Owned Property CSchedule F)
7. Transfers CSchedule G) C7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/H/sc. Expenses CSchedule H)
lO. Debts/Mortgage Liabilities/Liens CSchedule I) C10)
11. Total Deductions
12. Net Value of Tax Return
221r861.86
5~159.66
.DO
.00
29r461
26~,568.79
9 ~ 284.94
¢8)
26,895.57
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
15.
14.
NOTE:
292,556.65
c].5) .00 x O0 = .00
c16) 262,691.70 x 045= 11,821.15
(17) . O0 x 12 = . O0
c~8) .00 x 15 = .00
c~9)= 11,821.13
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-31-2003
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
ASSESSMENT OF TAX:
15. Amount of Line 1~ at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID
04- 05-2002 CDO01032 421.05
01-50-2005 CD002102 .01-
AMOUNT PAID
8,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
reflect figures that include the tota! of ALL returns assessed to date.
11,821.15.00
61.56
61 .$6
C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) Ci$) .00
Net Value of Estate Sub3ect to Tax C14) 262,691.70
If an assessment was Issued previous!y, lines 1~, 15 and/or 16, 17, 18 and 19 will
2~749.56
rtl)
c12) 262,691.70
RESERYATION:
Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possess/on or enjoyment to Class B (collateral) benef/ciar/es of the decedent after the exp/ration of any estate for
l/re or for years, the Commonwealth hereby expressly reserves the r/ght to appra/se and assess transfer Inher/tance Taxes
at the lawful Class B (collateral) rate on any such future /nterest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND
08JECTIONS~
ADMIN-
IST~TIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulf/11 the requ/rements of Sect/on 2140 of the Inher/tance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
Detach the top port/on of th/s Not/ce and subm/t w/th your payment to the Reg/ster of N/lls pr/nted on the reverse s/de.
--Make check or money order payable to: REG/STE]~ OF MILLS, AGENT
A refund of a tax cred/t, wh/ch was not requested on the Tax Return, may be requested by complet/ng an "Appl/cation
for Refund of Pennsylvan/a Inher/tance and Estate Tax" (REV-IS15). Appl/cat/ons are ava/lable at the Off/ce
of the Reg/ster of N/11s, any of the 25 Revenue Distr/ct Off/cms, or by call/ng the spec/al 24-hour
answer/ng serv/ce for forms order/ng: 1-800-$62-2050; serv/ces for taxpayers u/th spec/al hear/ng and / or
speak/rig needs: 1-800-447-3020 CTT
Any party in interest not sat/sf/ed w/th the appra/sement, allowance, or d/sallowance of deductions, or assessment
of tax ¢/nclud/ng discount or /nterest) as sho~n on this Notice must object with/n s/xty (&O) days of rece/pt of
th/s Not/ce by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harr/sburg, PA 17128-1021, OR
--elect/on to have the matter determ/ned at aud/t of the account of the personal representat/ve, OR
--appeal to the Orphans' Court.
Factual errors d/scovered on th/s assessment should be addressed /n writ/ng to: PA Department of Revenue,
Bureau of Ind/v/dual Taxes, ATTN: Post Assessment Rev/mw Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone ¢717) 787-6505. See page 5 of the booklet "Instruct/ons for Inher/tance Tax Return for a Res/dent
Decedent" (REV-1501) for an explanat/on of adm/n/stratively correctable errors.
If any tax due /s pa/d w/th/n three ¢$) calendar months after the decedent's death, a f/ye percent (5~) discount of
the tax paid /s allowed.
The 15~ tax amnesty non-part/c/pat/on penalty /s computed on the total of the tax and /nterest assessed, and not
paid before JanuarY 18, 1996, the first day after the end of the tax amnesty period. This non-part/c/pat/on
penalty is appealable /n the same manner and in the the same time per/od as you would appea! the tax and /nterest
that has been assessed as /ndicated on this not/ce.
Interest Ks charged beginning w/th f/Pst day of delinquency, or n/ne (9) months and one (1) day from the date of
death, to the date of payment. Taxes uh/ch became del/nquent before January 1, 1982 bear /nterest at the rate of
slx ¢&X) percent per annum calculated at a da/ly rate of .000164. Al! taxes wh/ch became del/nquent on and after
JanuarY 1, 1982 will bear /nterest at a rate wh/ch w/11 vary from calendar year to calendar year u/th that rate
announced by the PA Department of Revenue. The appl/cable interest rates for 1982 through 2003 are:
Interest Daily Interest Da/iy Interest Daily
Year Rate Factor Yea.~r Rate Factor Yea.~.r Rate Factor
1982 20~ .000548 1987 9X .000247 1999 7~ .000192
1983 1G~ .000458 1988-1991 11~ .000501 2000 8~ .000219
1984 11~ .000501 1992 9~ .000247 2001 9~ .000247
1985 15~ .000556 1995-1994 7~ .000192 2002 6~ .000164
198~ 10~ .000274 1995-1998 9~ .000247 2003 5~ .000157
--Interest Ks calculated as follows:
INTEREST = BALANCE OF TAX UNPATD X NUMBER OF DAYS DELINQUENT X DAZLY INTEREST FACTOR
--Any Not/ce /ssued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the /nterest computation date shown on the
Not/ce, additiona! /nterest must be calculated.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 002436
BLACK ROBERT R
36 S HANOVER STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 191-18-3647
FILE NUMBER: 2102-0077
DECEDENT NAME: VOGELSONG ROBERT R JR
DATE OF PAYMENT: 04/14/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/07/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $61.36
TOTAL AMOUNT PAID:
$61.36
REMARKS: ROBERT BLACK ESQUIRE
SEAL
CHECK# 159
INITIALS: AC
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
TNHERITANCE TAX DIVTSTON
DEPT. 280601
HARRISBURG~ PA 17128-0601
ROBERT R BLACK ESQ
LANDIS & BLACK
56 S HANOVER ST
CARLISLE PA 17013
COMMONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ZNHERZTANCE TAX
STATEHENT OF ACCOUNT
DATE 05-05-2003
ESTATE OF VOGELSONG
DATE OF DEATH 01-07-2002
FILE NUMBER 21 02-0077
COUNTY CUMBERLAND
ACM 101
I Amount Remitted
IIEV-liO? EX AFP COl-D3)
ROBERT
MAKE CHECK PAYABLE AND REHZT PAYMENT TO:
REGISTER OF MILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-1607 EX AFP (01-03) #aK ZNHER'rTANCE TAX STATEMENT OF ACCOUNT #KK
ESTATE OF VOGELSONG ROBERT R FTLE NO. 21 02-0077 ACN 101 DATE 05-05-2003
TH*rs STATEMENT TS PROVTDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACM TN THE NAMED ESTATE. SHO#N BELOW/
KS A SUMHARY OF THE PRTNCTPAL TAX DUE, APPLTCATTON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, TF APPLTCABLE,
A PROJECTED TNTEREST FTgURE.
DATE OF LAST ASSESSMENT OR RECORD ADdUSTMENT: 03-2q-2003
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
11,821.13
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID ¢-)
0q-03-2002
01-$0-Z003
Oq-1q-2003
CDO0103Z
CD002102
CDOOZq36
q21.05
.01-
61.36-
AMOUNT PAID
8,000.00
3,q00.09
61.36
ZF PAZD AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDZTZONAL ZNTEREST.
( ZF TOTAL DUE ZS LESS THAN $1,
NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE KS REFLECTED AS A "CREDIT"
TOTAL TAX CREDIT
BALANCE OF TAX DUE
ZNTEREST AND PEN. .00
TOTAL DUE .00
11,821.13
.00
YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF TNTS FORM FOR TNSTRUCTTONS. }
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF IfILLS, AGENT.
-- If NON-RESIDENT DECEDENT make check or money order payabZe to: COMHON#EALTH OF PENNSYLVANIA.
REFUND (CA): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at
the Office of the Register of Mills, any of the Z3 Revenue District Offices or from the Department's Zq-hour
answering service for forms ordering: 1-800-56Z-2050~ services for taxpayers with special hearing and / or
speaking needs: 1-800-q47-~OZO (TT only3.
REPLY TO:
Questions regarding errors contained on this notice shouId ba addressed to: PA Department of Revenue, Bureau
of IndividuaZ Taxes, ATTN: Post Assessment Revise Unit, Dept. ZB060I, Harrisburgj PA 171Z8-0601, phone
(717) 787-6505.
DISCOUNT:
If any tax due is paid within three (5) calendar months after the dacedent's death, a five percent (SZ) discount
af the tax paid is allowed.
PENALTY:
The 15Z tax amnost~ non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period.
INTEREST:
Interest is charged beginning with first day of dalinquancyj or nine (9) months and one (I) day from the data of
death, to the date of payment. Taxes which became delinquent before January l~ 198Z bear interest at the rata of
six (6g) percent par annum calculated at a daily rate of .000164. Al1 taxes which became delinquent on and after
January l, 198Z ail1 bear interest at a rate which ail1 vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through 2005 are:
Interest Daily Interest Daily Interest
Year Rate Factor Year Rate Factor Year Rate
Daily
Factor
1982 20Z .000548 1987 9Z .O00Zq7 1999 7Z .O0019Z
1985 16Z .00045B 1988-1991 1IX .000501 ZOOO 8X .OOOZ19
1964 X1Z .000501 X99Z 9Z .000247 ZOOX 9Z .OOOZ47
1985 I~Z .000~56 199~-1994 7Z .OOOXaZ ZOOZ 6X .O0016q
1986 lOX .000Z74 1995-1998 9Z .000Z47 ZOO5 5Z .000157
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Robert R. Vogelsong, Jr.
Date of Death: January 7, 2002
Will No. 21-02-77
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
State whether administration of the estate is complete:
Yes [] No []
If the answer to is NO, state when the personal representative reasonably
believes that the administration will be complete:
3. If the answer to No. 1 is YES, state the following:
Did the personal representative file a final account with the Court?
Yes [] No []
bo
The separate Orphans' Court No. (if any) for the personal
representative's account is:
Co
Did the personal representative state an account informally to the
parties in interest? Yes [] No []
do
Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Capacity:
Robert R. Black, Esq.
36 South Hanover Street
Carlisle, Pennsylvania 17013
(717) 243-3727
X Personal Representative
Counsel for Personal Representative