HomeMy WebLinkAbout04-0539
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ';tA~ ~;;)II t 6( io"1o'\"t..V\-
Date of Death: ~"Go ..3. Sl c(...") i.(
.
U'J 1:' Is. (} FJ,
Estate No.:
~I-OL( -,..$
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the follo'Wing
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes III No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes J2g No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes 0 No ~
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: 6/3/ ()~J
~~
Signature
a.. 1>~r~
1M'"... to'U':' L vi ,
Name
Ll '-'i~ C$~'I.u r
I
3 <;' i-) B .,{Jl# Ii I l' (2 d ,
Address
5i]tj1~hIV> ;)/1/(1
/7(.) fl) ,
" .
1/1 - 'J Y 2. -?f I () (1
Telephone No.
Capacity: ~ Personal Representative
00 Counsel for personal representative
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ,_,;.~..~ ~. No.
also known as 0 U To:
Deceased.
Social Security No. f' ~7 ¥' ~'~D ~ q Ztr g
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executO ~
in the last wilt of the above decedent, dated itt ~,n? 0 ? i'~/~ ~.~ b~
and codicil(s) dated
Register of Wills for the
County of C-a.~,,~.~_ _(_~a~/2~in the
Commonwealth of Pennsylvania
named
,19 q;~
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in
ht.~ last family or principal residence
.-.-/7'.
County, Pennsylvania, with,,
at
(list street, number and muncipality)
Decendent, then '~ '7 years of age, died 7',~,,~ '3 , la~ 2.~ o ~,
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the v, igti_m of a killing and was never adjudicated
incompetent:
tv/r,
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ J ~ ~ 00~
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitiOner(s) respectfully request(s) the probate of the last will and codicil(s)
and the grant of letters
presented
herewith
!:~ .: (testamentary; administration cAC. a.; administration d.b.n.c.t.a.)
theron.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affir?~ and subscribed
before,4ne this M'-' ' , day of
' ~t~or' Qf-O,J~. Regi~er
DECREE OF PROBATE AND GRANT OF LETTERS
, Deceased
AND NOW
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated
described therein be admitted to probate and filed of record as the last will of
and Letter? "~o~,~-~-o'x~r~x~. - ,O
are hereby granted to ~j't (Sk-to,.~Cq~ ~ X,fCXlf?~
~C~ 1~ , in consideration of the petition on
~~ FEES
Probate, ~tc .......... $~ 4~"~
Short Certificates( ) ..........
Renunciation ................ $
TOTAL ~ $ ~.C~,.~
Filed .~. ?.~. 7 ~..O. ~J-} ....................
Register of W~IIIs ~v'~ ~.-(~~
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
RENUNCIATION
In Re Estate of
deceased.
To the Register of Wills of ~)gCt. _ _~_~%ff~ County, Pennsylvania.
· ~un~i~ne~ ~~ !~~~ o~
the above decedent, hereby renounce(s) the.right to administer the estate and resp<tfully ask(s) that Letters
hand this ~ day of ~, 20 ~ ~.
WITNESS
-(signature) ' ~....~
(Address)
(Signature)
(Address)
(Signature)
(Address)
his is to certify that the information here given is correctly copied from an original certificate of death duly filed xvitl- mc 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.
mos 143 ~e~ ~87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
'" I ~A~EO~OECE~"~<~"~'M"<"""Eugone fi. Vogelsonfl
SEX SOCIA RITY BER ' ~' DATE OF DEATH (Mo~th Day Year)
Cumberland I East Pennsboro I / / . C .... I / r '/ . I~O Y.~lfyl., ~.n I s~ ,.,..
111.
EDE~,NT'S M,.,~ LING ADDRESS (Stm~, Ci~/Town. State, Zip Co~) ~ DECEDENT'S
5 ~ull bourt I^CmAL
- - RESIDENCE
Mechan~csburg, Pennsylvama 17055 I(s.e~nm..=~,.,
1,. bamuel Jacob Vogelsong
17.. st.t. Pennsylvania (~tant 1T¢. ~ Y.,,~,~,~n~li,oo,, Hampden I wp. ~,~
l?b, CounIy Cumberland townahlp?l?d.[~ No.l:lece~enllived
I MOTHER'S NAME Flrlt, Middle, Maideo ~um
Annie Mary Wr ghtstone
iNFORMANT'S NAME crype*Pfll31) INFORMANT'S MAILING ADDRESS Streel, C4ty/lown, Stale, Zip Co¢1°
~o.. Michael A. Vogelsong [~,,, 205 Gull Court Mechanicsbur~], Pa, 17055
~ / -L -~' ~ 2~. FD-014318-L 2~c. Mvers Funeral Hom~ Inn 37 Fa~t Main glmet Mechanic~hlirg. Pa 17~R
~. ....... 2~ ~--.rx;.. To me .st. my ~.,--... ~ed ............... .d ...... , LICENSE NUMBER ,DATE SIG.ED
I
OF mATH? Yes D
_l I...... 0 .... . ....... g ....
~..D .o~I ~.,O .~D I~"' 0 ~ ...............
I'
*~ER~ING ~HY~ICIAN (~vsi~an ~l~c~le of ~alh w~n ano~ ~hys~an has pr~mc~ death and c~e,ed flem 23)
LAST WILL AND TESTAMENT
I, EUGENE E. VOGELSONG, a resident of Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my LAST WILL
and TESTAMENT, hereby revoking any and all Wills and Codicils
previously made by me.
I
I declare that I am not married, my beloved wife, KATHRYN V.
VOGELSONG, having predeceased me, and that I have two children,
BONNIE K. SHULTZ, and MICHAEL A. VOGELSONG.
II
I direct that all my just debts and funeral expenses shall be
paid from my residuary estate as soon as practicable after my
decease.
III
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
the administration of my estate.
IV
I give, devise and bequeath all my property, whether real or
personal, wherever situate, including any property over which I may
have a power of appointment to my children, BONNIE and MICHAEL, in
equal shares, per capita.
V
I nominate, constitute and appoint my daughter, BONNIE, as
Executrix of this LAST WILL, to serve without bond. If, BONNIE, is
unable or unwilling to act in that capacity, then I nominate,
constitute and appoint my son, MICHAEL, as Executor of this LAST
WILL, to serve without bond.
IN WITNESS WHEREOF, I, EUGENE E. VOGELSONG, have set my hand
to this LAST WILL this /~ day of /9,1/.,~(L.~1~ , 1993.
EUGENE E. VOG~LSO~~
Signed, sealed, published and declared by the above-named
EUGENE E. VOGELSONG, as and for his Last Will and Testament, in the
presence of us, who, at his request and in his presence, and in/~e
presence of each other, have hereunto subscribed our nam~ as
witnesses. ~~/
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA :
COUNTY OF CUMBERLAND :
ss.
I, EUGENE E. VOGELSONG, Testator, whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my LAST WILL; that I signed it as my free and
voluntary act for the purposes therein expressed.
- /
Sworn or affirmed to and acknowledged before me by EUGENE E.
VOGELSONG, Testator, this //g¢~ day of f?9~,:~/,~c/~ , 1993.
Notary Public
AFFIDAVIT
Notsrial Seal
Diane M. Smith, Notary Public
M~halllcat~Jr~ Bore, Curnberta,.,r~ County
C:¢,,rn,mls~,en Expi~s June 22,1996
COMMO~EALTH OF PENNSYLVANIA :
ss.
COUNTY OF C~BERLAND :
We, ,~£~£L ~. ~LT~ ~ and ~/ ~0~ ~d~O&~ ,
the witnesses whose names are signed to the attached or foregoing
instr~ent being duly qualified according to law, do depose and say
that we were present and saw Testator sign and execute the
instrument as his LAST WILL; that EUGENE E. VOGE~ONG, signed
willingly and that he 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 witnesses; and that to~e
best of our knowledge, the Testator was a~ the time~ years o~age
or more, of sound mind and under no c~~ence.
Sworn or affirmed to and acknowledged before me
this ?/ ~ day of ,/~"')~'C t~ , 1993.
Notary Public
I Notarial Seal
I .Dtane M. S~11~th, Notary Public
I M~n~nic'sb~rg P~ro, Curnbe ~rtand County
! My (t~.!'n?~li.,~lon Expires June 22, 1996
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 09/01/2004
VOGELSONG MICHAEL A
350 BURN HILL ROAD
SHERMANSDALE, PA 17090
RE: Estate of VOGELSONG EUGENE ELMER
File Number: 2004-00539
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 09/19/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
CERTIFiCATiON OF NOTICE UNDER RULE 5.6(~)
Name of Decedent:
Date of Death:
Will No. o~OOgtt
To the Regismr:
- oo 53q
Admin. No. ~1 --Or'/-
I certify that notice of (bene~dal interest) estate admlnlstrafion required by Rule 5,6(a) f '
o the Orphans Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on .~B'~t~ _ ~:~O~-t :
Name Address
!
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Signature
Address
t
Telephone (717) _~"gZ- t~'/O ~
Capacity: /
__ Personal Representative
Counsel for personal representative
REV-15['~/-"~ (6 00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
~I~.LSEI~, Eugene E.
DATE OF DEATH (MM-DO-YEAR) DATE OF BIRTH (MM-DO-YEAR
06/03/2004 09/27/1926
OFFICIAL USE ONLY
FILE NUMBER
21-04 0 539
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
174 - 20 - 2743
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
L,LI (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
N/A - -
-,o~o,
I.-
Z
Z
o
LIJ
0
E~l. Original Return
[~4. Limited Estate
[~6. Decedent Died Testate (Atlach copy of Will)
[~9. Litigation Proceeds Received
NAME
[~IVI. D. SCHRACK III
[~2. Supplemental Return
~--~ 4a. Future Interest Compromise (date of death after 12-12-82)
[~7. Decedent Maintained a Living Trust (Attach copy of Trust)
[~]10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
~[~b~INSEI~E~ACI-I LAW OFFICES
TELEPHONE NUMBER
717-432-9733
r---] 3. Remainder Return (date of death prior to 12-13-82)
[--~ 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
[]11. Election to tax under Sec. 9113(A) (Attach Sch O)
COMPLETE MAILING ADDRESS
Post Office Box 310
Dillsburg, PA 17019-0310
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
[~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
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)
12. Net Value of Estate (Line 8 minus Line 11)
13.
14.
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
2,550. O0
10,686.00
(s)
8,783.00
4,714.00
(11)
(12)
(13)
(14)
7~ OFFJ~C~USEONLY
13,236.00
13,497.00
- 261.00
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) x .0 __ (15)
16. Amount of Line 14 taxable at lineal rate x .0 __ (16)
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
Decedent's Complete Address:
STREET ADDRESS 205 Gull Court
CITY
Mechanicsburg
STATE
PA
ziP
17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) ¢
Total Credits ( A + B + C )
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(2) ¢
(3) ¢
(4) ¢
(5)
(5A)
(5B)
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: Yes No
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? ........................................................................................................................ [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
ADDRESS MI (]-[A~L A.
350 Burn Hill Road, Shermansdale,
SA I:::~_ .? ¥~ESENTATIVE
PA 17090
DATE
DATE
Post Office Box 310, Dillsburg, PA 17019
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 3%
[72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedenrs lineal beneficiaries is 4.5%, except as noted in 72 P.S. {}9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1503 E;', + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF FILE NUMBER
I~E~L~, Eugene E. 21-04-0539
All prope~'y jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
AARP Investment Program - Acct #00305799505-5 - 168.771 shares
(~IVIAFund ~15.11 per share
2,550.00
TOTAL (Also enter on line 2, Recapitulation) $ 2,5 5 0.0 0
(If more space is needed, insert additional sheets of the same size)
'. ;" i~S~'r-5:'L' ' ::" ':':'~'- ~ '-~i:'~:' S:'.. -. ;.
' ' -:' :..Y'..L<.>:::".'L_-?;Z-.: ?:-..'~: u,,-
NEW HOURS OF OPERATION: Effective June 1, the new hours of operation for
Shareholder Services are Monday through Friday, 8 a.m. to 5 p.m. CST.
FUND~NA, M~; (Symbol) TRADE DOLLAR i? SH.MRE NUMBER OF'. TOTAL SHARES ACCOUNT
TRANSACTION TYPE DATE AMOUNT pRIcE SHARES OWNED VALUE
---.- .~iZ~,i.e,.}.; ; , :~, :: ?,' ....
....... ¥~;J~'~"-~':'; ...... - AARp?: (AITXX) . -: ,,- ::: ':'u' .......... -.,.:: .... . ..... .: .' .
Cash~lnvest:~Trust-Class .. : ' ~ ~" ''~ :q' :'-:.: . : :~'~:'.' ~ ~:: , * ': ....... :~:
Shares Redeemed 07/1912004 $2,550.13 ' $15: 11 ' 168.771 0.000 . $0.00
-' chan~ bfAddreis 5' ' .- ' '-::: :" ' 0':':
..... ;~ .......... ~,::.-.-.._, ....:..,._,.~:...,.o7/] 0/~o04 .... ..... : $o. o~'~-~ ~6:0 '-- o: o00 o. ooo :' $o. oo
7.--.": - ~ ::~::':?.',:'?-:~;:~-~<}~-" 1:~. 4:, }.' '. ..- "-;,?':7~ .~-.:w ~":: .- :--. ,~,-.- .-. ....... -: ..... .
'~:-":;"'..¢f:': ,----..--...:,.:_-,:.- .... ':iL< ~ ....
-Cash~lnvest Trust-Cla~.~ AARP
GNMA:~ Fund-Class. AARP
'"X + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
~a:3C'Jg, LSCt,,TG, Eugene E. 21-04-0539
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
Waypoint Bank checking account #1800032029
Proceeds of sale of 1994 Ford Explorer
Proceeds of sale of 1972 AstroMobile Home (12 x 70)
TOTAL (Also enter on line 5, Recapitulation)
VALUE AT DATE
OF DEATH
3,586.00
2,600.00
4,500.00
10,686.00
(If more space is needed, insert additional sheets of the same size)
P.O. Box 1711. Harrisburg. P~nnsglvania 17105-1711
Member FDIC;
STATEMENT DATE
6-10-04
EUGENE E VOGELSONG
205 GULL CT
MECHANICSBURG PA 17050-2057
0!2-459
RELATIONSHIP CHECKING OFFERS CD BONUS RATES, LOAN
DISCOUNT RATES AND MANY MORE BENEFITS. STOP BY YOUR
LOCAL BRANCH TODAY. OR CALL US AT 1-866-WAYPOINT
(1-866-929-7646).
ACCOUNT TYPE OF ACCOUNT
1800032029 FOCUS FIFTY
AVERAGE BALANCE
2,824.43
PREVIOUS BALANCE 3,265.25
DEPOSITS --- . ........ 3,2.18..71
WITHDRAWALS ,.:-..... ' -~'7~ . ~'~":1~'960.77
CHARGES ~' ....... " .... '
INTEREST '~:;~i~C~]~-,,.;~. ~ ...... :],.,-'~":~-'-s' ;-. ~;.~'L~t~l 25
ENDING BALANCE --_.. . : .-' :., .,~.'.' 4~'522.30
INTEREST EARNED FROH~ 5/10/04 TO 6/10/04
DAYS IN PERIOD '31
INTEREST EARNED :36
ANNUAL PERCENTAGE Y'[E'LD EARNED
INTEREST PAID THIS YEAR 2.73
INTEREST ~ITHHELD THIS YEAR ' .00
.............. TRANSACTION SUNHARY .... '--' .........
TRANSACTION DEPOSITS/
DATE DESCRIPTION CREDITS
5/12 CHECK 881
5/12 CHECK 887
5/19 DDA PUR 000000793424
5140 SIMPSON FERRY
MECHANICSBUR PA
5/19 POS DEBIT FEE
5/19 CHECK 889
5/20 CHECK 888
5/21 DDA PUR 000000080004
MCCAFFERTY FORD OF
MECHANICSBURG PA
5/21 CHECK 880
5/24 DEPOSIT 8.94
5/24 OVER COUNTER DEBIT
5/28 CHECK 884
6/01 US TREASURY 303 RR RE 1140.73
6/01 ELECTRONIC TRANSACTION 370.00
CNTRL PEN PENSION-CK
6 01 DDA PUR 000000054074 CVSPHARMACY #1626
MECHANICSBURG PA
6 03 CHECK 890
CONTINUED ON NEXT PAGE
CHECKS/ ....
DEBITS BALANCE
193:74 3071.51
48.10 3023 41
29~-15 2994.26
.25 2994.01
18.12 2975.89
50.18 2925.71
578.19 2347.52
25.00
100.00
25.00
105.78
25.00
2322.52
2331.46
2231.46
2206.46
3347.19
3717.19
3611.41
CustomEr Servic~ Toll-FrEE 1-866-WAYPOINT (I-866-9~9-7646) · In York Ar~a .717/815-4500
RE V-,1511 EX+ (12-99)~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
~::T~,T,~, Eugene E. 21-04-0539
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
FUNERAL EXPENSES:
Myers Funeral Home
Rolling GreenCemetery (interment
expense)
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State __ Zip
Year(s) Commission Paid:
Attorney Fees: ¥~TI. D. Schrack I I I, Esquire
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
Probate Fees: Register of Wi 1 Is
Accountant's Fees
Tax Return Preparer's Fees
West Shore Family Practice
RVG Mobile Home Park - lot rent
of Cumberland County
TOTAL (Also enter on line 9, Recapitulation) $
7,124.00
870.00
450.00
86.00
30.00
323.00
8,783.00
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES,& LIENS
ESTATE OF FILE NUMBER
I~X~.T,~, Eugene E. 21-04-0539
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1.
3.
4.
5.
Waypoint Bank - account #1851003526
home)
AARP Visa- account #4408 0465 1074
Lowe ' s (ba 1 anc e due)
PP&L (final electric bill)
Verizon (final telephone bill)
(balance due on mobile
1971 (balance due)
2,202.00
2,358.00
53.00
39.00
47.00
TOTAL (Also enter on line lO, Recapitulation) $ 4,714.00
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
~l~.T,~, Eugene E. 21-04-0539
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBEP, NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS (include outdght spousal distributions)
e
II.
Michael A. Vogelsong
350 Burn Hill Road
Shermansdale, PA 17090
Bonnie K. Shultz
1598 Newville Road
Carlisle, PA 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINE~
Son
Daughter
50%
50%
15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
L~ST WILL AMD TESTAMENT
I, EUGENE E. VOGELSONG, a resident of Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my LAST WILL
and TESTAMENT, hereby revoking any and all Wills and Codicils
previously made by me.
I
I declare that I am not married, my beloved wife, KATHRYN V.
VOGELSONG, having predeceased me, and that I have two children,
BONNIE K. SHULTZ, and MICHAEL A. VOGELSONG.
II
I direct that all my just debts and funeral expenses shall be
paid from my residuary estate as soon as practicable after my
decease.
III
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
the administration of my estate.
IV
I give, devise and bequeath all my property, whether real or
personal, wherever situate, including any property over which I may
have a power of appointment to my children, BONNIE and MICHAEL, in
equal shares, per capita.
V
I nominate, constitute and appoint my daughter, BONNIE, as
Executrix of this LAST WILL, to serve without bond. If, BONNIE, is
unable or unwilling to act in that capacity, then I nominate,
constitute and appoint my son, MICHAEL, as Executor of this LAST
WILL, to serve without bond.
IN WITNESS WHEREOF, I, EUGENE E. VOGELSONG, have set my hand
to this LAST WILL this /! day of j.~J?~i;~.~ , 1993.
Signed, sealed, published and declared by the above-named
EUGENE E. VOGELSONG, as and for his Last Will and Testament, in the
presence of us, who, at his request and in his presence, and in/~he
presence of each other, have hereunto subscribed our naTs as
witnesses. ~// ~ ~ ~.'
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA :
ss.
COUNTY OF CUMBERLAND :
I, EUGENE E. VOGELSONG, Testator, whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my LAST WILL; that I signed it as my free and
voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged before me by EUGENE E.
VOGELSONG, Testator, this //g~ day of /9-~:'~/'c~ , 1993.
Notary Public
AFFIDAVIT
Mo¢~han~,bu~} ~'~ro, Cumb~ar~d Oour~Y ~
COMMONWEALTH OF PENNSYLVANIA :
ss.
COUNTY OF CUMBERLAND :
We, ,O?&~££.£k R. aJ~krE~J ~ and /)?~.~/
the witnesses whose names are signed to the attached or foregoing
instrument being duly qualified according to law, do depose and say
that we were present and saw Testator sign and execute the
instrument as his LAST WILL; that EUGENE E. VOGELSONG, signed
willingly and that he 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 witnesses; and that to. he
best of our knowledge, the Testator was at/the time 1~ years
enc
or more, of sound mind and under no cons aint or u ~ e i ence.
Sworn or affirmed to and acknowledged before me
this // ~/u day of /) )/.L~.C/~ , 1993.
Notary Public
DIBrlo M. S~nllh, Notary Public
My Colm'ids3~on E~plms June 22,1
BUREAU OF /ND/VIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17118-0601
COHMONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLONANCE OR DISALLONANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP
NM D SCHRACK III
SCHRACK 8 LINSENBACH
PO BOX $10
DILLSBURG
CUT ALONG THIS LZNE ~
PA 17019
DATE 11-22-200q
ESTATE OF VOGELSONG
DATE OF DEATH 06-05-200q
FILE NUMBER 21 0q-0559
COUNTY CUMBERLAND
ACN 101
Aeoun~]P~e/~ed
EUGENE E
HAKE CHECK PAYABLE AND REHZT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURTHOUSE
CARLISLE, PA 17015
RETAIN LONER PORTION FOR YOUR RECORDS
DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAXc~'
ESTATE OF VOGELSONG EUGENE E FILE NO. 21 0q-0559 ACN 101 DATE 11-22-200q
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~e (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
3. Closely Held S~ock/Par~nership Zn~eras~ (Schedule C) (3)
q. Mortgages/No,es Rece/vable (Schedule D) (q)
S. Cash/Bank Dapos/~s/M/sc. Personal Propar~y (Schedule E) (5)
6. Jointly Owned Proper~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To,al Assa~s
APPROVED DEDUCTIONS AND EXEHPTZONS:
9. Funeral Expenses/Ada. Cos~s/N/sc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabili~/es/Liens (Schedule Z) (10)
11. To,al Deduc~/ons
12. Ne~ Value of Tax Return
21550.00
.00
10~686.00
.00
.00 NOTE: To /nsure proper
cred/~ ~o your account,
subei~ ~he upper portion
.00 of ~h/s form w/~h your
~ax payment.
.00
(8)
8,783.00
13.
lq.
NOTE:
ASSESSMENT OF TAX:
15. Aeoun~ of L/ne lq a~: Spouse1 ra~e
16. Aeoun~ of L/ne lq ~axable a~ Lineal~Class A ra~e
17. Aeoun~ of Line lq a~ S/bl/ng ra~e
18. Aeoun~ of Line lq ~axable a~ Collateral/Class B ra~e
19. Pr/nc/pal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
DATE NUHBER INTEREST/PEN PAZD (-)
q171q. O0
(11)
(12)
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15)
Ne~ Value of Es~e~e Sub~ec~ ~o Tax (lq)
Zf an assessment ~as issued previously, lines 14, 15 and/er 16, 17,
reflect figures that include the total of ALL returns assessed to date.
13,236.00
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
13.497.00
261.00-
.00
261.00-
18 and 19 ~111
(15) .00 x O0 = .00
(16) .00 x Oq5= .00
(17) .00 x 12 = .00
(18) .00 x 15 = .00
(19)= . O0
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUEI .00
1NTEREST AND PEN. .00
TOTAL DUE .00
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR ZNSTRUCTZONS.)¢~,~
RESERVATION:
Estates of decedents dying on or before December 1Z, 1982 -- if any futura interest in the estate is transferred
in possession or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance Taxes
at the lawful Class 8 (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section Zl~O of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (7Z P.S.
Section 91fi0).
Detach the top portion of this Notice and submit with your payment to the Register of gills printed on the reverse side.
--Make check or money order payable to: REGXSTER OF NXLLS, AGENT
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-IS13). Applications are available
online at www.revenue.state.pa.us, any Register of Nills or Revenue District Office, or from the Department's
Zq-hour answering service for fores orders: 1-800-36Z-ZOSO; services for taxpayers with special hearing and/or
speaking needs: 1-SO0-qqT-3OZO (TT only).
Any party in interest not satisfied with the appraisment, allowance or disallowance of deductions or assessment of tax
(including discount or interest) as shown on this Notice amy object within 60 days of the date of receipt of this notice
by filing Dna of the following:
A) Protest to the PA Department of Revenue, Board of Appeals. You amy object by filing a protest online at
www.boardofappaals.stata.pa.us on or before the expiration of the sixty-day appeal period. In order for
an electronic protest to be valid, you must receive a confirmation number and processed date free the
Board of Appeals wabsite. You may also send a written protest to PA Department of Revenue, Board of Appeals
P.O. Box ZSIOZ1, Harrisburg, PA 171ZS-10Z1. Petitions may not be foxed.
B) Election to have the matter determined at the audit of the account of the personal representative.
C) Appeal to the Orphans' Court.
Factual errors discovered on this assessment should ba addressed in writing to: PA Dapart3aant of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decadent's death, a five percent (SI) discount of
the tax paid is allowed.
The 15Z tax amnesty 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 tho tax amnesty period. This non-participation
penalty is appealable tn the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and Dna (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .00016q. All taxes which became delinquent on and after
January l, 198Z will bear interest at a rate which wii! vary from calendar year to calendar year with that rate
announced by tho PA Department of Revenue. The applicable interest rates for 1982 through gooq are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ 20X .OOOSq8 ~'~'~-1991 11X .000501 ~ 9Z .O00gq7
1985 162 .000~8 1992 9Z .O00Z~7 ZOOZ 6Z .00016~
198~ llZ .000301 199S-199~ 72 .00019Z 2003 5Z .000137
1985 l~Z .000~56 1995-1998 9Z .O00Zq7 ZOOq ~Z .000110
1986 lOZ .O0027~ 1999 7Z .OOOlgZ
1987 XOZ .00027q ZOO0 7Z .00019Z
--Interest is celculatad 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 (153 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.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/25/2006
VOGELSONG MICHAEL A
350 BURN HILL ROAD
SHERMANSDALE, PA 17090
RE: Estate of VOGELSONG EUGENE ELMER
File Number: 2004-00539
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
6/03/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel