The URL can be used to link to this page

Home My WebLink About04-0629PETITION FOR PROBATE and GRANT OF LETTERS Estate of BETTY K. VOGELSONG No. also known as To: , Deceased. Social Security No. 201166651 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the execnt ors in the last will of the above decedent, dated 12/31/1996 and codicil(s) dated 2i Register of Wills for the County of CUMBERLAND Commonwealth of Pennsylvania in the named (state relevant cimumstances, e.g. renunciation, death of executor, etc.) Decedem was domiciled at death in CUMBERLAND County, Pennsylvania, with h er last family or principal residence at 38 SPRING GARDEN ESTATES. SQt~TH MIDDLETON TOWNSHIP. CARLISLE. CUMBERLAND COUNTY, PENNSYLVANIA 17013 (list street, number and municipality) Decedent, then 79 years of age, died 6/4/2004 at SARAH TODD MEMORIAL HOME. CARLISLE, PA 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 victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (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: $ 3.500.00 $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon, r,, (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) ~ SHIRLEY I~. WOODWAF~0 - 38 SPRING GARDEN ESTATES CARLISLE ? :-PA 1.7013 ! OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1 COUNTY OF CUMBERLAND/ SS The petitioner(s) above-named swear(s) or affmn(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief Ofr~titioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and ~ administer the estate according to law. f'x Sworn to or affirmeO~tnd subscribed ~-~~,~19o.~_)00 ~'~O~c'O~'n Up before me this ~ day of J (.[ ~, ~ JULY. 2004. h. / ~ g ~'~- Q~. (:?~.~.L~c Register ~ [ Estate of BETTY K. VOGELSONG , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JULY "=~, 2004 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated 12/3111996 described therein be admitted to probate and filed of record as the last will of BETTY K. VOGELSONG and Letters TESTAMENTARY are hereby granted to SHIRLEY M. WOODWARD FEES Probate, Letters, Etc ......... Short Certificates (~) ...... TOT~ Filed.. ~ ~ = ~ ............ HAROLD S. IRWIN, III 29920 ATTORNEY (Sup. Ct. I.D. No.) 64 SOUTH PITT STREET CARLISLE PA 17013 ADDRESS 717-243-6090 PHONE hi~ is ~o certify that the information here given is correctly copied from an original certificate of death dulx, l'ih.:l l.oc:d Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 1433 21- C) 4 - L zq Local Rcgismu- JU ! Date C-. H105.143 Rev. 2/87 # COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH NK 1. Be['.t~ K. V~el=o~ ?Ex SOCI~SECURI~NUMBER DATEOFD~(~.~.y~) ~OE~..,m~,~ t u~.~ .~. ~e~le J~. 201 -- 16 - 6651 ~. J~e 4. 2~ 79 ws. dune ~ ~ DECEDENTS ~ILING AOORES$ (S~ ~, ~ate, ~ C~ DECEDENTS , ~rlisle PA 17013 s.,n.,~.. ,,~e ~n, 1~. Harold ~. J~ MOTHER'S NAME (F~st. MMdle, M~iden $~ame) INF~N~SNAME ff~P~t) 19. Helen WindoWer ~,,. Shirley W~ard INFOR~N~S MAI~NG A~EE~S (St~t. Ci~o~. State. Zip 'U~THO0~01SP~I~ 20b. 38 Spring ~rden Estates, ~rlisle PA 17013 SIGN~8~ F~L SE~C~CEN~ OR P~TIN~ AS SUCH LICENSE NUMBER NAME ~O A~RES$ OF FAC t ~ ~ ~ .~~ ~~}~ J~ 010343-L 22~ .... --ff~ ~o/h ~eral ~ ~o ~u~ dea~ ~ UAl[ PRONOUNCED D~D (M~, Day, Year) WAS C~E REFERRED TO A MEDIAL E~MINER ~E~? CAUSE (~esse or ~NU { c. COM~ETION OF ~USE Nmi ~ H~de OF D~TH? ~t ~ P,dIng Investigation D Yes ~ NO D 2~ 28b. ~, ~, e~ (S~) LOCATI~ (S~ ~, CERTIF~R (C~ ~ ~) 30f. (l~m 27) T~ m Pnnl LAST WILL AND TESTAMENT I, BETTY K. VOGELSONG, of 38 Spring Garden Estates, Carlisle, Cumberland, Pennsylvania 17013 do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate to my daughter, Shirley M. Woodward. 4. If my daughter, Shirley M. Woodward, does not survive me by a period of at least sixty (60) days, then my estate I give, devise and bequeath to her chilcli-eril share ~nd share alike, the child or children of any deceased child taking the share their parent would have taken if living. ~ .... 5. I nominate and appoint Shirley M. Woodward to be the personal representative of my estate, to serve without bond. If she cannot or does not serve, then I appoint Patricia A. Wolfe to be the substitute personal representative, also without bond. 6. I suggest that my personal representative retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this December, 1996. VOaEI SO C9 Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. ACKNOWLEDGMENT AND AFFIDAVIT WE, BETTY K. VOGELSONG, GAY L. IRWIN and JOY S. ZERANCE, the testatrix and wimesses respectively, whose names are signed to the foregoing instrumem, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. BET~T~ K. V~GELS-ON(~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by BETTY K. VOGELSONG, the testatrix herein, and subscribed and sworn to before me by GAY L. IRWIN and JOY S. ZERANCE, witnesses, this ~ day of Dec?~ ............ , ....... .T' ......... Notary Public~ / REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of BETTY K. VOGELSONG also known as. , Deceased No. 21 04 0629 Date of Death 6~4~2004 Social Security No. 201166651 Personal Representative(s) of the above Estate, deceased, vedfy that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. INVe verifl/that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: I.D. No.: HAROLD S. IRWIN~ III 29920 ~,~ ~,epresentative: Address: 64 SOUTH PITT STREET Dated 7/ /2004 CARLISLE Pa 17013 Telephone: 717-243-6090 Description UNITED AMERICAN INSURANCE COMPANY Refund of Unused Health Insurance Premium M & T BANK Joint Checking Account No. 950362451 (One-half Value) 1976 SKYLINE MOBILE HOME (Attach Additional Sheets if necessary) Value 205.89 610.87 3,260.00 Total 4,076.76 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 REV-1500 EX + (6-00) COM~IONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL Z VOGELSONG~ BETTY K. U.I DATE OF DEATH (MM-DD-Year) 0 06/O4/2004 [] 1. Odginal Return uJ I- I .~. ~ v I [~ 4. Limited Estate ~ ~a I I,,XI 6. Decedent Died Testate (^,~ copy of Will) '~ r-1 9. Litigation Proceeds Received REV-I$O0 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 1 -0 4 0 6 2 9 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 2 0 1-1 6-6 6 5 1 DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 09/19/1924 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~m2. Supplemental Return O4a. Future Interest Compromise (date of death after 12-12-82) D7. Decedent Maintained a Living Trust (Attach copy of Trust) Z] 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) r-j3. 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) (A, ach Sch O) z NAME ,,, z HAROLD S. IRWIN~ III o ,, FIRM NAME (If Applicable) IRWIN LAW OFFICE o TELEPHONE NUMBER 717-243-6090 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietomhip 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) O Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) THIS SECTION MUS~ BE COMP~ED. ~L cORRESPONDENCE ~D CONFI:DEN~ TAX INFORMATION SHOULD BE DI~D COMPLETE MAILING ADDRESS 64 SOUTH PITT STREET CARLISLE PA 17013 (1) 0.00 (2) 0.00 (3) 0.00 (4) 0.00 (5) 3~465.89 (6) 610.87 0.00 OFFICIAL USE ONLY (8) 4,076.76 (7) (9) 9~164.00 (10) 0.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (11) 9~164.00 (12) -5~087.24 (13) 0.00 (14) -5~087.24 15. Amount of Line 14 taxable at lhe spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 0.00 X __ (15) 0.00 0.00 X __ (16) 0.00 0.00 X .12 (17) 0.00 0.00 X .15 (18) 0.00 (19) 0.00 2o. Decedent's C. omplet, e Address: STREET ADDRESS 38 SPRING GARDEN ESTATES CITY CARLISLE ISTATE PA Jzip 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty (1) Total Credits ( A + B + C ) (2) Total Interest/Penalty ( D + E ) 0.00 0.00 0.00 (3) 4.If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT, Check box on Page 1 Line 21) to request a refund (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... [] [] 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 ~nformation of which preparer has any knowledge. SIGNATURE OI RESPONSIBLE FOR JRN 38 ESTATES Pa 17013 ADDRESS 64 SOUTH PITT STREE' ' CARLISLE PA 17013 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 decedent's 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-1502 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER VOGEL$ON$, BETTY K. 21 04 0629 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which properly would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real properbj which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER NONE DESCRIPTION VALUE AT DATE OF DEATH 0.00 TOTAL (Also enter on line 1, Recapitulation) $ 0.00 (If more space is needed, insert additional sheets of the same size) REV-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF VOGELSONG. BETTY K. FILE NUMBER 21 04 0629 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER NONE DESCRIPTION VALUE AT DATE OF DEATH 0.00 TOTAL (Also enter on line 2, Recapitulation) $ 0.00 (If more space is needed, insert additional sheets of the same size) REV-1504 EX + (6-98) COMMONWEALTH OF PENNSYLYANIA INHERITANCE TAXRETURN RESIDENT DECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF FILE NUMBER VOGEL$ONG, BETTY K. 21 04 0629 Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM VALUEAT DATE NUMBER DESCRIPTION OF DEATH 1. NONE 0.00 TOTAL (Also enter on line 3, Recapitulation) $ 0.00 (If mom space is needed, insert additional sheets of the same size) REV-1507 EX + (6-98)~ , COMMONWEALTH OFPENNSYLVANIA INHERITANCE TAXRETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF FILE NUMBER VOGELSONG, BETTY K. 21 04 0629 All properly jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE 0.00 TOTAL (Also enter on line 4, Recapitulation) (If mom space is needed, insert additional sheets of the same size) $ 0.00 REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER VOGEL$ONG, BETTY K. 21 04 0{~2~) Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 205.89 UNITED AMERICAN INSURANCE COMPANY Policy No. 007836633 Refund of Unused Health Insurance Premium 1976 SKYLINE MOBILE HOME Value Based on Tax Authority Assessed Value See Exhibit "B" 3,260.00 TOTAL (Also enter on line 5, Recapitulation) $ 3,465.89 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER VO(~EL$ON(~, BETTY K. 21 04 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G, 0629 SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. SHIRLEY M. WOODWARD DAUGHTER 38 SPRING GARDEN ESTATES CARLISLE PA 17013 JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTERES' 1. A. 7/3/00 M & T BANK 1,221.74 50. 610.87 Joint Checking Account No. 950362451 See Bank Letter Attached As Exhibit "C" TOTAL (Also enter on line 6, Recapitulation) $ 610.87 (If mom space is needed, insert additional sheets of the same size) REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF VOGELSONG, BETTY K. FILE NUMBER 21 04 0629 This schedule must be compl,eted and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM [NCLUDETHE NAME OFTHETRANSFEREE, THEIR RELATIONSHIPTO DECEDENTANO DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. NONE 0,00 0.00 TOTAL (Also enter on line 7 Recapitulation) $ 0.OC (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADBINISTRATIVE COSTS ESTATE OF FILE NUMBER VO(~EL$ONG, BETTY K. 21 04 0629 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT FUNERAL EXPENSES: HOFFMAN-ROTH FUNERAL HOME, INC. 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 Year(s) Commission Paid: AttomeyFees IRWIN LAW OFFICE Family Exemption: (If decedent~s address is not the same as claimant's, attach explanation) Claimant SHIRLEY M. VOGEL SONG Zip Street Address 38 SPRING GARDEN ESTATES City CARLISLE Relationship of Claimant to Decedent DAUGHTER Probate Fees REGISTER OF WILLS Accountant's Fees Tax Return Preparer's Fees REGISTER OF WILLS - File Inventory and Appraisement State PA Zip 17013 TOTAL (Aisc enter on line 9, Recapitulation) $ 5,339.00 250.00 3,500.00 50.00 25.00 9,164.00 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98), , COMMONWEALTH OFPENNSYLVANIA INHERITANCETAXRETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER VOGELSONG, BETTY K. 21 04 0629 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE TAKEN AT THIS TIME 0.00 TOTAL (Also enter on line 10, Recapitulation) $ 0.00 (If mom space is needed, insert additional sheets of the same size) REV-1513 EX + (9-nm COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF VOGELSONG. BETTY K. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] SHIRLEY M. VOGELSONG 38 SPRING GARDEN ESTATES CARLISLE PA 17013 FILE NUMBER 21 04 0~29 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Lineal AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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 NONE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS NONE 0.O0 0.00 TOTAL OF PART I! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) THIS IS NOT A TAX BILL ~G DATE: March 1, 2004 Lct: 40 - SOUTH MIDDLETON TWP L..: SOUTH MIDDLETON SD Lon: ?RING GARDEN ESTATE ~G GARDEN ESTATE 38 '.E LOT ID..: TP-0038 ~ize .... : .00 acres .'t¥ Type: T a Home - No Land Parcel Identifier: 40-09-0531-009D-TR06647 Old Assessed Value 2004 New Assessed Value (2000 Market x 100%) Market Value (2004 Market x 100%) Land 0 0 0 Buildings 4,950 3,260 3,260 TOTAL 4,950 3,260 3,260 2004 Clean and Green Values Land NOT NOT NOT Buildings APPLICABLE APPLICABLE APPLICABLE TOTAL Clean and Green values apply to some farm and forest land. Such values become effective only upon application and approval. All applications must be received by the Assessment Office by 4:30 p.m. on October 15, 2004. Those previously approved for Clean and Green do not need to re-apply. Ivania law requires that afl real estate be valued as of the most recent county-wide reassessment. The last :sment, or tax base year, was 2000. Since the last reassessment in 2000, properties have been assessed at 100% of ~00 value (the "Pre-Determined Ratio"). The new tax base year will be the Year 2004, with the new assessed values 3g effective forthe 2005 tax year. The Pre-Determined Ratio remains at 100%. Your new assessed value equals your ~04 market value. he new 2004 tax base is determined after this reassessment, all taxing districts are required by law to lower the . rate by the same proportion that the tax base went up. The law provides that in the first year after reassessment the county and all townships and boroughs may not increase overall revenue on their existing taxbase by more than cent (5%) and school districts may not increase overall revenue on their existing taxbase by more than ten percent The county and the other taxing bodies will make these decisions next year, and may choose not to increase overall ;. Of course, some individual's taxes will go up or down by more than those percentages. The essential point is that ease in market values does not necessarily mean a corresponding increase in taxes. Individual changes in Jill depend upon a specific property's change as compared to the overall change for the taxing district. TIMATED impact statement printed below is our best estimate of change, based on 2004 COUNTY tax figures. THIS t, TE DOES NOT INCLUDE ANY BOROUGH, TOWNSHIP, OR SCHOOL DISTRICT IMPACT. ESTIMATED COUNTY TAX IMPACT: Current 2004 County mills = 2.352 Adjusted 2004 County mills = 2.138 12 : 2004 County Tax BEFORE Reassessment. 7 : 2004 County Tax AFTER Reassessment. 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Irwin Law Office Attorneys At Law 64 South Pitt Street Carlisle, Pennsylvania 17013 Phone (888) 502-4349 Fax (302) 934-2955 July 14, 2004 Re: Estate of: Betty K. Vogelsong Social Security: 201-16-6651 Date of Death: dune 4, 2004 Dear Mr. Irwin: Per your inquiry dated July 07, 2004, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Account Number Ownership (Names oJ) Opening Date Balance on Date of Death Accrued Interest Checking Account 950362451 BetO, K Vogelsong Shirley M Woodward, POA 07/03/00 $1,221.74 $ o. oo $1,221.74 Please be advised, there was no safe deposit box found for the above decedent. For further account information, regarding ownership, closures and/or reimbursement of funds, please call the Spring Garden Office # 717-240-4525. Sincerely, Nancy Clagett Records Management TO THE REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: BETTY K. VOGELSONG Date of Death: 6/4/2004 Will No. 2104-00629 Admin. No. 21-04-00629 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 8/6/2004 : Name Address SHIRLEY M. WOODWARD 38 SPRING GARDEN ESTATES CARLISLE PA 1701;~ Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE Date: 8/6/2004 Capacity: Address: 64 SOUTH PITT STI~EET ;~ PA 17013 CARLISLE Telephone(717) - 24~90 ~",4 ~ ~ Personal Representative Counsel for Personal Representative STATUS REPORT UNDER RULE 6.12 Name of Decedent · BETTY K. VOGELSONG Date of Death: 6/4/2004 Will No. 21 - 04 - 00629 Admin. No. 2104- 0629 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 X No ~ 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 account with the Court Did the personal representative file a final Yes b. The separate Orphans' Court No. (if any ) for the personal representative's account is' N/A c. Did the personal representative state an account informally to the parties in interest ? Yes X No ~ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with thj¢ Clerk of the Orphans' Court and may be attached to t~~. ~ ~ ~ ~ Date' 9/30/2004 HAROLD S. IRWIN, III Name (Please type or print 64 SOUTH PITT STREET CARLISLE PA 17013 Address (717) -2436090 Tel. No. Capacity: __ X Personal Representative Counsel for personal representative BUREAU OF, INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 180601 HARRISBURG, PA 17118-0601 HAROLD S I~WIN III IRWIN LAW OFFICE 6q S PITT~T CARL!SLE pA 1701S CONHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 09-Z7-ZOOq VOGELSONG 06-Oq-ZO0~ ZZ OR-0629 CUHBERLAND 101 Amount Remitted REV-15q7 EX AFP COl-OS) BETTY K HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~'* RETAIN LOWER PORTION FOR YOUR RECORDS REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF VOGELSONG BETTY K FILE NO. 21 0~-0629 ACN 101 DATE 09-27-200~ TAX RETURN HAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: 1. Real Estate (Schedule A) 2. $. q. $. 6. 7. 8. ORIGINAL RETURN (1) Stocks and Bonds (Schedule B) (2) Closely HoZd Stock~Partnership Interest (Schedule C) ($) Mortgages/Notes Receivable (Schedule D) (q) Cash/Bank Deposits/Misc. Personal Property (Schedule E) Jo/ntly Owned Property (Schedule F) (6) Transfers (Schedule G) (7) Tote1 Assets APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expanses/Ada. Costs/M/sc. Expanses (Schedule H) 10. Debts/Mortgage Liab/lit/as/L/ens (Schedule I) 11. Total Deduct/ons 12. Nat Value of Tax Return (9) (10) CharitabZa/Governaantal Bequests; Non-elected 9115 Trusts (Schedule J) Nat Value of Estate Sub~act to Tax .O0 $zq65.89 610.87 .00 .00 NOTE: To /nsura proper .00 crad/t to your account, .00 suba/~ the upper port/on of th/s form w/th your tax payment. (8) 9,119.89 q,076.76 NOTE: .00 (11) 9.129.89 (12) 5,053.13- (13) .00 (1~,) 5,053.15- 18 and 19 #ill I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, reflect figures that lnclude the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amount of L/nm Zq at Spousal rata 16. Amount of L/nm lq taxable mt L/naal/Class A rata 17. Amount of L/nm lq at S~bl/ng rata 18. Aaoun~ of L/nm lq taxable at Collataral/CZass B rate 19. Pr/nc/~el Tax Due TAX CREDITS PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAZD (-) ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (15). .00 X O0 = .00 (16). .00 X Oq5 = .00 (17). .00 X 12 = .00 (18). .00 x 15 = .00 (19)= . O0 ANOUNT PAID .00 .00 .00 .00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ( IF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REgUZRED. ZF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND ECR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (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 [nheritance Taxes at the lawful Class B ¢co118teral) rate on any such future interest. To fulfill the requirements of Section 21~0 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S. Section 91~0). Detach the top portion of th[s Notice and submit with your payment to the Register of Nills printed on the reverse side. --Hake check or money order payable to: REGISTER OF #ILLS, AGENT A refund of a tax credit, which ems not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania inheritance and Estate Tax" (REV-1513). Applications are available at the Office of the Register of Hills, any of the 25 Revenue District Offices, or by calling the special Iq-hour answering service for forms ordering: 1-800-361-ZOS0; services for taxpayers with special hearing and / or speaking needs: 1-800-~qT-30ZO [TT only). Any party in interest not satisfied with the appraisement, alloeance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty [60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See 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 ($) calendar months after the decedent's death, a five percent (5Z) discount of the tax paid is allowed. The 151 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 the tax amnesty per[od. This non-participation penalty is appealable in 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 not[ca. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (TZ) percent per annum calculated at a daily rate of .OO016q. All taxes which became delinquent on and after January 1, 1981 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Oepart~ent of Revenue. The applicable interest rates for 1982 through ZOOq are: Interest Daily Interest OaiIy Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ lOX .0005q8 ~E)'~'8-1991 llX .000301 ~ 91 .O00Zq7 1985 162 .000q38 1991 9Z .O00Zq7 ZOOZ 62 .00016~ 198q 111 .000301 1993-1994 71 .00019Z ZOO3 SZ .000127 1985 122 .000356 1995-1998 9X .000247 ZOOq qZ .000110 1986 IOZ .00027q 1999 71 .000192 1987 log .000174 ZOO0 7Z .000191 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY 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 sheen on the Notice, additional interest must be calculated. REV-1470 EX (8-88) INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 I-~RRISBURG~ PA 17128-0~01 DECEDENT~S NAME FILE NUMBER VOGELSONG,BET'~ K 2104-0629 REVIEWED BY ACN Kathryn Harbilas 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES H B-3 Reduced to $3,465.89. Family exemption can only be claimed against assets subject to will or intestacy. ROW Page 1