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Home My WebLink About04-0840 PETITION FOR PROBATE and GRANT OF LETTERS Estate of RICHARD n. VOGELSONG No. c~l - Oq - ~ O also known as ~ To: , Deceased. Social Security No. 179-30-3394 The petition of the undersigned respectfully represents that: Register of Wills for the County of CUMBERLAND Commonwealth of Peunsylvania Your petitioner(s), .who is/are 18 years of age or older an the executor in the last will of the ~ibove decedent, dated MAY 22. '1954 and codicil(s) dated HOHE in the named Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with h Is last family or principal residence at 21 East Allan Street~ Mochanlcsbur~ Borou.qh of Mechanlcsbure. Pennsylvania I (list street, number and municipality) Decedent, then 66! years ofagn, died 8/31/04 at Holy Solrit Hosol{al. Camo Hill. PennsvIvanla Except as follows, decedent did not many, was not divomcd and did not have a child bom or adopted atter execution of the will offered for probate; was not the victim of a killing and was never ajudicated 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 Pk) Personal property in County Value of real estate in Pennsylvania situated as follows: 2t East AIIlen Street/Mechanlcsbur~t Mechanicsburg Borough~ Pennsylvania $ 51.500.00 $ $ 50.000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith ar/d the grant of letters TESTAMENTARY thereon. ' ~ '~ ~t~ (tesmmen~y; administration c.t.a.; administration d.b.n.e.t.a.) ~ MECHANICSBURG LINDA SUE PALMER ._~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA '1 COUNTY OF CUMBERLAND~ SS 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~deeedant petitioner(s) will well and truly administer the estate according to law. Sworn to or affirme.c~r~n~.d, subscribed ,- /'J ,~ t, ~/~?., /Q I:~fore me this I~"~t: 4ayof / ~ .'~-~_tS{~,/- / '~-~ c::~ -q3- ,- .-~ Register t'3 t Estate of RICHARD N. VOGELSONG , Deceased DECREE OF PROBATE AND GRANT OF LETTERS the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated 5t~'2/84 described therein be admitted to probate and filed of record as the last will of RI¢I'IARr~ No VOGELSONG .; and Letters TESTAMENTARY are hereby granted to LINDA SUE PALMER - Register of Wil -- :::.:.R. WALT.R.,,, ' FEES Probate, Letters, Etc ......... $,,=,D,_.~5. c~ Short Certificates ( ) ...... $ I&. ~ $ ~o.~ $ ATr0RNEY (Sup. Ct. I.D. No.) 54 EAST MAIN STREET MECHANICSBI.IRG PA 17055 ADDI~ESS 717-697-4650 PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Ix)car Registrar. The original certificate will be forwarded to the State Vital Records Office for permanen,[ filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 10667150 I~ocal Registrar Date CERTIFICATE OF DEATH Richard N. Vogelsong ~x Male socu~s~.~r~.u~. 3394 21 East Alien Street ~cru~ Mechanicsburg, Pa, 17055 [s.~o~ To/bert R Vogelson§, Sr. Linda Sue Palmer ~lechani csburg Map/A Shenk 151 B Road Mechanicsbur~ Woodlawn Memorial Gardens OF RICHARD N. VOGELSONG BE IT R~B~]~ED that I, ~icha~d N. Vogelsong, of 21 Fast Allen Street, Mechanicsburg, Cumberland Co~ty~ Pe~sylv~a, being of sold ~d, me~o~ ~d ~derst~d~, do m~e, p~lish decl~e t~s ~ ~d for ~ ~t Will ~d Test~ent, hereby revo~ ~d ~ n~l ~ void ~y ~ all Wills ~d Test~ents ~d ~itin~ in the nat~e the~of by me at ~y t~e heretofore mde. I~ 1: I direct tNat ~1 ~ Just debts ~d ~er~ e~enses ~e paid as soon a~er ~ d~se as ~y be conve~ent. I~ 2: Ail the rest, residue ~d r~der of ~ estate, of whats~ ever ~t~e ~d wheresoever situate, whether it ~e re~, personal or ~xed, includ~ property over which I ~ve a power of appo~tment, I give de~se ~d bequeath ~to ~ darters, Je~ ~ie E~ton, of Couldersport, Pe~syl~a, L~da Sue Pa~r, of Sh~sto~, Pe~syl- v~ia, ~ ~a ~ Kelly, of Couldersport, Pe~sylv~la, in eq~l s~es per stiles. ~ the event ~y such benefici~ predeceases me ~thout leaving issue then s~iv~ his or her s~e s~ll be distributed ~ng ~ then liv~ issue per st~es. I~ 3: I direct t~t ~ hereina~er ~ed Executr~ p~ all ~erit~ce, estate, succession ~d le~cy t~xes~'f~ha~e~b~ ~d k~d, to which ~ estate or the tr~sfer of ~y p~perty passi~ ben,der or othe~se passi~ by re,on of ~ de~se, ~d ~ be subject ~d to cN~ge such t~es ~a~st ~ ~sidu~ estate, it berg ~ ~tention t~t one of the aforesaid t~es, either feder~ or state, or ~y prope~y required to be included in my gross estate, under the provisions of any state or federal law now in force or hereinafter enacted, such be prorated ~mong the persons interested ~l NY estate to whom such property is or may be transferred or to whom any benefit accrues. ITEM 4: I nominate and appoint my daughter, Linda Sue Palmer of Shiremansto~n, Pennsylvania, executrix of this my Last Will and Testament. Should my daughter predecease me, fail to qualify, cease to act or renounce probate, I then appoint my daughter, Je~ M~rie Easton of Couldersport, Pennsylvania, as alternate executrix of this my Last Will and Testament. IT~ 5: I direct that my Executrix, g~ardian or their successors shall not be reauired to give bond for the faithful performance of their duties in any jurisdiction. IN WIT~ESS WHEREOF, I bare hereunto set ~ hand and seal this ~d day of ~ , 1984. / ~ICHJIRD N VOGEL~ONG~ ~' ~ COMMONW~LTH OF PENNSYLVANIA : : SS COUNTY OF YORK : and ~,~ ~ . ~3~.~ , the Testator and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn~ do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last will and that he bad signed willingly (or willingly directed another to siva for him), and that he executed it, is his free and voluntary act for the purposes there~ expressed, and that each of the witnesses, in the presence and he.ring of the Testator, signed the will as witness and that to the best of their knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Sworn to and subscribed to before me 1984. My Con~ission Expires: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No. 2004-00840 To the Registen RICHARD N. VOGELSONG AUGUST 31, 2004 Admin. No. 21-04-0840 I certify that notice of (benefidal interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following benefidaries of the above-captioned estate on September 16, 2004 Name Address Linda Sue Palmer 151 Brindle Road, Mechanicsburg, PA 17055// Jean Marie Easton 297 Creek Front Way, Lawrenceville, GA 3/~043 DiNc~c:~Y~noHwab~ elan Sgiven to all persoln2~3ti~idPitcairn Street, Br;?kville, ~/~epi61;ONE Date: September 16, 2004 Murrel tL Walters, III, Esquire 54 East Main Street Mechanicsburg, PA 17055 (717) 697-4650 Capacity:. __ Personal Representative X Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE ~uMBER 2 I -0 4 0 8 4 0 COUN~ CODE yEAR NUMBER DECEDENTS NAME (I-~ST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I'- Z VOGELSONG RICHARD N. I 7 9 - 3 0 - 3 3 9 4 UJ DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-OD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE U.I REGISTER OF WILLS O 08131/2004 08/02/t938 LEI (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, RRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER [u0 :a:~o~ Z ~]1. Original Return ~]4. Limited Estate r~6. Decedent Died Testate (A~ach copy of wa) g~]9. Litigation Proceeds Received [~2. Supplemental Return [~4a. Future Interest Compromise Idate of dea~ a~er 12-12~2) r~17. Decedent Maintained a Living Trust (A~ach copy of Trust) [~ 10. Sedusal Poverty Credit (~ate ~ dea~ betw~n 12-31-9~ and ~-1.g5) NAME MURREL R. WALTERS III, ESQUIRE FIRM NAME (If Applicable) TELEPHONE NUMBER 717-697-4650 ~--"[ 5. Federal Estate Tax Return Required -- 8. Total Number of Safe Deposit Boxee [] 11, Election to tax under Sec. 9113(A) IA~ech Sch O) COMPLETE MAILING ADDRESS 54 EAST MAIN STREET MECHANICSBURG PA 17055 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. C~osely Held Corporation, Partnemhip or Sole-Propdetomhip (3) 4, Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Join~ Owned Preper[y (Schedule F) (6) ] Separate Billing Req ueeted 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Proper~ (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9, Funeral Expenses & Adminis~'ative Costs (Schedule H) (9) 10. Debts of Decedent, Mo~age Liabilitiee, & Liens (Scheduts I) (10) 11, Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmentel 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) ' ~ ~ OFFICIA!~ USE ONLY s~)eo.oo ~ ~ t~496.70 61,505.84 ! (8) 122, 002.54 117920.75 1,343.67 (11) 13,264.42 1087738.12 (12) (13) (14) 108,738.t2 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfem under Sec. 9116 {a)(1.2) X (15) 16. AmountofLine14taxableatlinealrate 1087738'12 X .045 (16) 17. Amount of Line 14 taxable at sibling rate X ,12 (17) 18. Amount of Line 14 taxabts at collateral rate X .15 (18) 19. Tax Due (19) 4,893.22 4~893.22 · Decedent's Complete Address: STREET ADDRESS 2'1 EAST ALLEN STREET MECHANICSBURG STATE PA I z~p 17055 Tax Payments and Credits: 1. Tax Due(Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Povedy Credit B. Prior Payments C, Discount 244.66 4,893.22 244.66 4~648.56 4~648.56 Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D, Interest E, Penalty Total Interest/Penalty ( D + E ) (3) 4, If Une 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. ~ (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) 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 dght to designate who shall use the prope~y 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 preperty within one year of death without receiving adeqaate 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. ADDRESS LINDA SIGNATURE OF P schedu~s and stetemen/s, and to the best of my knowledge and belief, it is We, correct and complete, preparer has a~y knowledge. DATE '1 '1/29104 PA '17055 DATE '1 '1129104 ADDRESS R. WALTERS III ESQ 54 EAST MAIN STREET, MECHANICSBURG PA '17055 For dates of death on or after Juty 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 [72 P.S. §9116 (a)(1.1) 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. §911 § (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 t, 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 stepparect of the child is 0% [72 P.S. §9116(a)(12)]. 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. §911S(a)(1)]. The tax rate imposed on the net va~ue of transfers to or for the use of the decedect'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-1562 EX + (6 98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER VOGELSONG RICHARD N. :~1 94 0940 All real proper~ 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 property would be exchanged between a wil~ing buyer and a willing seller, neither being compelled to buy or sell, beth having reasonable know~edge of the relevant fac~, Real property which is iointly-owned with d~]ht of survivorship must be disclosed on Schedule F. iTEM NUMBER 21 EAST ALLEN STREET MECHANICSBURG, PA 17055 PER MARK HILBERT APPRAISAL DESCRIPTION VALUE AT DATE OF DEATH 59,000.00 TOTAL (Also enter on line 1. Recapitulation) $ 59,000.00 (If more space is needed, insert additional sheets of the same size) REV-1563 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER VOGELSONG RICHARD N, 21 Q4 Q~4Q All property joinUy-owned with dght of survivorship must be dlecloeed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1,496.70 ALBEMARLE CORP 45 SHARES COMMON ~ $33.26 TOTAL (Also enter on line 2, Recapitulation) $ '1,496.70 (If more space is needed; insert additional sheets of the same size) .REV-1508 EX + COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER VOGELSONG RICHARD N, ~1 04 0840 Include the proceeds of litigation and the date the proceeds were received by the estate. All pmberty jointly.owned with dght of su~ivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2. 3. 4. 5. 6 CITIZENS BANK CHECKING CITIZENS BANK SAVINGS STEEL SEVEN CREDIT UNION SAVINGS EDWARD JONES IRA t960 BUICK LESABRE SALE PRICE (HIGH MILEAGE) OHIO CASUALTY GROUP REIMBUSEMENT FROM AUTOMOBILE INSURANCE 5,356.59 16,468.36 t6,604.54 22,673.47 t 00.00 302.88 TOTAL (Also enter on line 5, Recapitulation) $ 6t1505.84 (If more space is needed, insert additional sheets of the same size) REV~I~I 1 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER VOGELSONG RICHARD N. 21 04 Debts of decedent must be reported on Schedule 1. 0840 ITEM NUMBER DESCRIPTION AMOUNT FUNERAL EXPENSES: MYERS FUNERAL HOME FUNERAL MEAL FUNERAL ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Repmsenta~ve (s) LINDA SUE PALMER Social Secud'~ Number(s)/EIN Number of Personal Representative(s) Street Address RENOUNCED Ci~ State Year(s) Commission Paid: Attomey Fees MURREL R. WALTERS III, ESQUIRE Family Exemption: {If deceden['s address is not the same as claimant's, attach explanation) Claimant Zip l Street Address c~ty Relationship of Claimant to Decedent PrebateFees REGISTER OF WILL~ CUMBERLAND COUNTY Accountant's Fees Tax Return Prepare['s Fees MARK HILBERT REAL ESTATE APPRAISAL POSTAGE State Zip 8,3'19.00 167.45 2,850.00 280.00 300.00 ~30 TOTAL (Also enter on line 9, Recapitulation) $ t'1,920.75 (if more space is needed, insert additional sheets of the same size) . REV-1512 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER VOGELSONG RICHARD N. 21 Q4 0940 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2 3 4 6 6 7 8 9 UGI NATURAL GAS VERIZON TELEPHONE PPI. ELECTRIC PINNACLE MEDICAL COMCAST CABLE TELEVISION BOROUGH OF MECHANICSBURG SEWER AND REFUSE UNITED WATER UTIUTIES ATT TELEPHONE INEST SHORE PATHOLOGY MEDICAL 76.96 74.74 100.t6 100.00 21.81 98.02 28.92 12.06 831.00 TOTAL (Also enter on line 1 O, Recapitulation) $ 1~343.67 (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 VOGEL.~ NUMBER II. 1. :)NG RICHARD N. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distzibu~ons, and transfers under Sec. 9116(a) (1.2)] LINDA SUE PALMER t51 BRINDLE ROAD MECHANICSBURG, PA t 7055 JEAN MARIE EASTON 297 CREEK FRONT WAY LAWRENCEVILLE, GA 3004:3 DIANNA LYNNE HAWKINS t 2:309 PITCAIRN STREET BROOKSVILLE, FL 3461:3 ~ FILE NUMBER 21 04 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) DAUGHTER DAUGHTER DAUGHTER 0840 AMOUNT ORSHARE OF ESTATE 1/3 1/3 1/3 TOTAL OF PART [[ - 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) B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE i ENTER DOLLAR AMOUNTS FOR DiSTRIBUTiONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET 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 REV 1162 EX(11 96) NO. CD 004673 WALTERS, MURREL R. Ill 54 EAST MAIN STREET MECHANICSBURG, PA 17055 ESTATE INFORMATION: SSN: 179-30-3394 FILE NUMBER: 2104-0840 DECEDENT NAME: VOGELSONG RICHARD N DATEOFPAYMENT: 11/30/2004 POSTMARK DATE: 11/30/2004 COUNTY: CUMBERLAND DATE OF DEATH: 08/31/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,648.56 I- TOTAL AMOUNT PAID: $4,648.56 REMARKS: SEAL CHECK#II0 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF JHlIIVIDUA~ TAXE$ INHERITANCE TAX 'DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, A~~oWANCE OR DISA~~oWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ,_ 1" L.J DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN MURR~L R WALTERS 54 E MAIN ST MECHANICSBURG 02-14-2005 VOGELSONG 08-31-20D4 21 D4-0840 CUMBERLAND 101 *' REW-1547 EXAFP (l2-D4) RICHARD N PA 17055 Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE""; :rA1,"-Ex""AFP""Cln.-:6!Y"Noy"icE"'b1!"lNHER-ii'A'N"ci"YA'lC-iIPPRiI"isEiiiN'~--Ar.LiiwANci"iJR""--------- -"" "". DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF VOGELSONG RICHARD N FILE NO. 21 04-D84D ACN 101 DATE 02-14-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule f) 7. Transfers (Schedule GJ 8. Total Assets ll) (2) [3) [4) (5) (6) (7) 59.000.00 1.496.70 .00 .00 61.505.84 .00 .00 (B) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad... Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subiect to Tax (9) 1l0) 11 ,920.75 1.343.67 Ill) [12) (13) (14) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 122,002.54 13.764 47 108,738.12 .00 108,738.12 14, lS and/or 16, 17, 18 and 19 will returns assessed to date. NOTE: I~ an assessment was issued previOUSly, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Amount of line 14 at Spousal rate (15) 16. Amount of line 14 taxable at lineal/Class A rate (16) 17. Amount of lin. 14 at Sibling rate (17) 18. Amount of line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = 108,738.12 X 045 = .00x12= .00 X 15 = (19)= .00 4,893.22 .00 .00 4,893.22 rAm:". (+) AMOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 11-30-2004 CD004673 244.66 4,648.56 TOTAL TAX CREDIT 4,893.22 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~ . IF PAID AFTER DATE INDICATED I SEE REVERSE FOR CA~CU~ATIoN OF ADDITIoNA~ INTEREST. IF ToTA~ DUE IS ~ESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 PALMER LINDA SUE 151 BRINDLE ROAD MECHANICSBURG, PA 17055 RE: Estate of VOGELSONG RICHARD N File Number: 2004-00840 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: 8/31/2006 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, ~>,. ~"A~;I. f , ..." I (, ..; '" , v '.W.-~ --' ~ j- Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 WALTERS III MURREL R 54 E MAIN STREET MECHANICSBURG, PA 17055 RE: Estate of VOGELSONG RICHARD N File Number: 2004-00840 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. I, for decedents dying on or after July I, 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 lS due by: 8/31/2006 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, ,LJ- i; tl j1'.l~~. /'/ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ~ PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: RICHARD N. VOGELSONG Date of Death: August 31, 2004 Estate No.: 21-04-0840 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: 1. 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 (date) 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 No_X_ B. The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) C. Did the personal representative state an account informally to the parties n interest: Yes _X No D. 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. (/ #1 Date: July 7, 2006 MURREL R. W ALTERS, III, ESQUIRE 54 East Main Street Mechanicsburg, PA 17055 717-697-4650 , ,-, L_ (_s . Capacity: Personal Representative _X_ Counsel for Personal Representative G J ,) C;[L:? III -jj,j"0,;]!l1 o