HomeMy WebLinkAbout95-0219ZI _Q 5- D Zl~
This is to certify that the certificate hereunto attached is a true and accurate copy of the original
death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is
subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital
Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed
and commissioned as directed by Act 66 of the General Assembly, approved 29 June 1953, P.L.
304.
AUG ~ s-2001
Date
H105.tr3 Rw. ?/37
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ve,r~T NAVE ~`~'~^` t~ I,addw ~a.o
°u~~ ,. Mary S. Bogden
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uNrv ov DEA+N
Cumberland
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Fran eropoli, ' ect
Division of Vital Records
P.O. Box 1528
New Castle, PA 16103
COMMONWEALTH OF PENNSYLIMNIA • DEPARTMENT OF HEALTH • VITAL RECORDS J ~ 4 4 ~. ],
CERTIFICATE OF DEATH
~~~,
~~~
,.Female
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- 09 - 2768 ..1•.mn. uax ,a.n
,, February 16, 1995
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REQISiRAR'S SgNRURE µD NUMBER
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wu~t1~OG-~ Im ~cb Il KSi
ND ADDRESS OF^~PFASON W[Fp COMPIETEO CAUSE QF pEgH
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REV-1500 EX+ 112-88) ,
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128A601
~
Z DECEDENT'S NAME (LAST, FIRST, AN[
c BOGDEN, MARY S.
W
v SOCIAL SECURITY NUMBER
W
°
173-09-1768
~
QH QI 1. Q~iginal Return
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u oe ~t
Wd~1
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^ 4. Limited Estate
~~
Q°0 ^ b. Decedent Died Testate
_ (Attach copy of Will)
ALL CCS
I i
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
FILE NUMBER
2195-0219
COUNTY CODE YEAR NUMBER
708 Wertzville Road
Enola, PA 17025
02/16/95 ~ 06/01/02 Ico„~,Y
^ 2. Supplemental Return
^ 4a. Future Interest Compromise
(for dates of death after 12-12-82)
^ 7. Decedent Maintained a Living Trust
(Attach copy of Trust)
~ H NAiNE -"~--~-
~n Z
o Jeffrey R. Boswe 1, Esquire
OO Q TELEPHONE NUMBER '-
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717_) 236-9377
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^ 3. Remainder Return
{for dates of death prior to 12-13-82)
^ 5. Federal Estate Tax
Return Required
_ 8. Total N umber of Safe Deposit Boxes
,t ~ -_~
Boswell, Snyder, Tintner & Piccolo
315 N. Front Street
P. O. Box 741
1. Real Estate (Schedule A) 1 -Q- ~-' `'
2. Stocks and Bonds (Schedule B) (2) -Q-
3. Closely Held StocklPartnership Interest (Schedule C) (3) _ -0-
4. Mortgages and No+es Receivable (Schedule D) (4} -0-
5. Cash, Bonk Deposits ~ Miscellaneous Personal Property( 5) _
(Schedule Ej 15 , 561.31
b. Jointly Owned Property (Schedule F) (b) }~$-~¢9 ~~/ J~J~~,~--
7. Transfers (Schedule G) (Schedule L) (7) _ _ -0-
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses, Administrative Costs, Miscellaneous
(9) (8) _
$ i 110 - 69
Expenses (Schedule H)
10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) 57.77
11 T t I D d '
~- ..,.J
,. ;
~5; ~ j3.~3
~Y~`t'3
o a e uchons (total fines 9 i3~ 10) (1 1) ~~ . 4-6- Q/~
12. Net Value of Estate (line 8 minus line 11) (12) ~ ~ ~/°'.7~ /7
13. Charitable and Governmental Bequests (Schedule J) (13) -0-
14. Net Value Subject to Tax (line 12 minus line 13)
{ 14) `/7 7~~ 7 ~
15. Amount of line 14 taxable at b% rate (15) _ ~~ x .Ob =
(Include values from Schedule K or Schedule M.) e.F~t 7d~ ,7 ri
/ ~.~~3-~
16. Amount of line 14 taxable at 15°k rate (16) x .15
(include values from Schedule K or Schedule M.) ~y
17. Principal tax due (Add tax from line 15 and from line 16.) (17) a (~.~ y~'
18. Credits Prior Pa ments
i e , enter t e difference on line 20. This is the TAX DUE. (20) 554.49
A. Enter the interest on the balance due on line 20A. (20A)
B. Enter the total of line 20 and 20A on line 20B. This is the BALANCE DUE. (208) _ 554.49
Make Check Payable to: Register of Wills, Agent
Y Discount Interest
126.59 + _
(18) _
19. If line 18 is greater than ling 17, enter the difference on line 19. This is the OVERPAYMENT. (19)
~^ - _
20. If line 17 is greater than I'n 18 h
_ ~ Jri-BE SURE t0 ANSWtrR ALI, QUEST1pNS ON REVERSE 4iDE AND TfJ RE~HECtC MATH-~~ T -
Jnder 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,
t is true, correct and complete. I declare that oil real estate has been reported at true market value. Declaration of preparer other than the personal representative is
used on all information of which preparer has any knowledge.
SIGNATURE OF P.RSON RESPONSIBLE FOR FILING RETU Rf`? ADDRESS
i j i___ 2021 Harvard Avenue DATE
IGNA7~ BPl~i€P ~..0 _ `:.-._.~~, _ ~-- ._ ,~..-_s:~ ::. ..,.: ~.__ Cam Hill PA 17011 -- _
~~RE Q~(p11 Or ADDRESS DATE
__,~f-~~,~~~;;z,,;,~~~,., , , - 315 N. Front St. , P. O. Box 741
- 9/25/95
126.59
~ _ -
REV-1502 EX + (12-85) _
COMMONWEALTH OF PENNSY V SCHEDULE A
INHERITANCE TAX RETURN ANIA REAL ESTATE
RESIDENT DECEDENT
ESTATE OF
MARY S . BOGDEN FILE NUMBER
2195-0219
(Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value
which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled
to buy or sell, both having reasonable knowledge of the relevont facts.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OFOEATH
~- 708 Wertzville Road
Enola, PA 17025
Jointly held .real estate -See Schedule F
0
TOTAL (Also enter on line 1 Recapitulation) $ 0
i
REV-1503 EX t (4-861
COMMONWEALTH Of PEN
INHERITANCE TAX RI
RESIDENT OECEDE
SCHED[~LE B
STOCKS AND BONDS
MARY S. BOGDEN
(All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.)
ITEM
NUMBER DESCRIPTION
1.
NONE
TOTAL {Also enter on line 2, Recapitul<
2195-0219
VALUE AT DATE
OF DEATH
I$ -~-
REV-7507 E7(+ (7.88)
./%~
COMMONWEAUH OF PENNSYLVANIA
INHERITANCE TAX RETURN
_ RESIDENT DECEDENT
ESTATE OF
MARY S. BOGDEN
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
t..n property lomt~y-owned with fhe Right of Survivorship must be disclosed on Schedule F.)
ITEM
NUMBER DESCRIPTION
NONE
TOTAL (Also enter on line 4, Recapitul
{!f more space is needed, insert additiono! sheets of same size.J
Please Print or
NUMBER
2195-0219
VALUE AT
DATE OF DEATH
S
-0-
w:v.isoe ex+ 12-e~1
SCHEDULE E
CASH, BANK DEPOSITS AND
COMMONWEALTH Of PENNSYLVANIA MISCELLANEOUS
IN RESIDENTEOKEDENTRN PERSONAL PROPERTY
w~r,~c Vr
MARY S. BOGDEN
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F)
ITEM
NUMBER DESCRIPTION
1. PNC Bank - Interest checking account
No. 51-4007-6878
2- PNC Bank - Interest to date of death
No. 51-4007-6878
3. Dauphin Deposit Bank & Trust Company
Certificate of Deposit
No. 81-0047891-0
Please Print or Type
ILE NUMBER
2195-0219
VALUE AT
DATE OF DEATH
13,471.64
9.53
2,080.14
TOTAL (Also enter on line 5,
(Attach additional 8Y~" x 1 ]" sheets if more space is needed.)
S 15,5631
ESTATE OF
MARX S. BOGDEN
J°'""e"°"+(51° Mary S. Bogden and Dorothy L. Mosier
NAME ADDRESS
A' Dorothy-~L.- Mosier 708 Wertzville Road
Enola, PA 17025
e.
C.
Jointly-owned property:
ITEM LFpRR DATE
)MBE JOINT MADE
TENANT JOINT
1• I A
DESCRIPTION OF PROPERTY
Dauphin Deposit Bank and
Trust Company
Certificate of Deposit
No. 80-0014999-0
FILE NUMBER
2195-0219
RELATIONSHIP TO DECEDENT
Daughter
TOTAL VALUE I DECD'S I DOLLAR VALUE OF
OF ASSET % INT. DECEDENTS ~Nreoecr
2,016.84 ~ 50$1 1,008.42
2• A 0/11/8 708 Wertzville Road
Enola, PA 17025 5,90 .
(as per attached real as sed va
estate tax notice) -- ------~°~-~----.~_
,, Pte' f .
?; -~
~° ,
~:~ &'
v. " ~ ,f ,°
n F '' J}
f' ~/
4., F ~ l
i~~~
~'
~~~
`.,.~ ~.,
~ ~ ~
5 0 $ ~,,,-
ue
~9;3z3s~
TOTAL (Also enter on line 6, Recaoitulat~~~f <
REV-1509 E% r ~]~86)
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TA% RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
(if more space is needed insert additional sheets of same size) _.
TAX YEAR
1995 REAL ESTATE TAX NOTICE
EAST PENNSBORO TOWNSHIP
MAXE CFIECKS PAYABLE 76
ALICIA D STINE TREASURER
98 SOUTH ENOLA DRIVE ROOM 101
ENOLA PA 17025-2796
PHONE NO 732-0734
~ ~ ~ 0 U N T Y 9E 3E GATE ASSESSMENT 31LL NO. ~
• MARCH 01, 1995 (, ~_5, 90D ,,~ 451
• RETURN ORIGINAL COPY WITy PAYMENT
MONDAY THRU THURSDAY
8:30 AM TO 4:00 PM
CLOSED FRIDAYS AND HOLIDAYS
r"" %P M DURINQ THIS PERIOD I PAY THIS AMOUNT
132.99 8.67 80.95
135.70 8.85 82.60 DISCOUNT ARCH-APRIL! 222._61
149.27 9.74 90.86 2 ~ PENALTY ~1AY-JUNE
IAFT JUNE 30i 7' IL
ACCT NOS D-9-14-0834-209C 249.Si
~,L6C.~A Q, ~~E WERTZVILLE ROAD
BOGDEN, MARY S. & DOROTH~Ea~~g+liilS~~C~94p
708 WERTZVILLE ROAD '~'Ygas~t~ ~;/,~ !
ENOLA, PA 17025 DOUBLE WIDE HOME ~'~!
~ ~
IF ON 12/31/95 UNPAID TAXES WILL BE TURNE
THIS BILL TO YOUR MORTGAGE COMPANY OVER TO COMB. CO. TAX CLAIM BUREAU.
51.00 FEE FOR ADD'L RECEIPTS REQUESTED
TAX YEAR
1995-96 REAL ESTATE TAX NOTICE ~'* SCHOOL ** DATE ASSE3SIAENT ~rL_ ,~~
EAST PENNSBORO AREA SCHOOL~I~,TR~ JULY 1 1995
MAKE CHECKS PAYABLE TQ: ,,~~''~^•~~ 5 , 9 0 0 4 51
98ISOUTH ENOLA DRIVEURIIOM 101 RETURN ORIGINAL COPY WITH PAYMENT
ENOLA PA 17025-2796 ~ MONDAY THRU THURSDAY
PHONE NO 732-0734 L~(JL 2 S ~~5 'CLOSEDMONOHOLIDAYS
- - ~ "" "'°' `^+' MI °;P Ht.ii~ .
a$t ~t1i7J
' 786.35 , MI `4P
17i~ W ~ MI DURING THIS PERIOD
I ,• _.~_
•• PAY THIS ALtOUNT «
802.40 ; T~eBSU ret' DISCOUNT 'JULY-AUGUST
~
C
~
882.64 i ~ FACE
PENALTY SEPT-OCT
IA FT g
--
a
ACCT NO 09-14-0834-209C OCT 31 aa2.64
708 WERTZVILLE ROAD
BOGDEN, MARY S. & DOROTHY L.
708 WERTZVILLE ROAD M RT. 944 ~ 'I
~,Ic~/3~
ENOLA, PA 17025 LOT
DOUBLE WIDE
HOME
' .'s~: ~'~•~-, ~.
IF TAXES ARE IN ESCROW, FORWA1RD
THIS B IF UNPAID BY
TURNED OVER TO 4/15/96 TAXES
CUMBERLAND CD WILL BE
.
ILL TO YOUR MORTGAGE COMPANY SIXOOLFEE FORE '
ADD
L RECEIPTS REQUESTED
REV-1510 EX+ (2-8~
COMMONWEALTH Of PFn
ESTATE
VANIA
SCHEDULE G
TRANSFERS
FIL
PLEASE PRINT OR TYPE
MARY S. BOGDEN
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES.
ITEM DESCRIPTION OF PROPERTY
NUMBER Include name of the transferee, their relationship Jo decedent, date oitransfer. EXCLUSION TOTAL VALUE DECD. DOLLAR VALUE
OF ASSET `N° OF DECEDENT'S
INT. INTEREST
NONE
TOTAL (A1so enter on line 7, Recapitulation) $ -Q-
(If more space is needed, insert additional sheets of same size.)
REV-1511 EX+ (7-88)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
'w!_~_ _ _ RESIDENT DECEDENT
MARY S. BOGDEN
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ITEM
NUMBER DESCRIPTION
A• Funeral. Expenses:
~• Richardson Funeral Home, Inc.
Resurrection Cemeteries - open grave
Funeral meal (Louis Bogden)
B• Administrative Costs:
~• Personal Representative Commissions
Social Security Number of Personal Representative:
Year Commissions paid
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of same s.za_1
Please Print or Type
3ER
2195-0219
AMOUNT
3,625.00
665.00
222.77
2• Attorney Fees - Boswell, Snyder, Tintner & Piccola
estate administration
3• Family ExemptionBoswell, Snyder, Tintner & Piccola 1, 000.00
deed preparation
Claimant Dorothy Mosier 100.00
Relationship daughter 2, 000.00
Address of Claimant at decedent's death
Street Address 708 Wertzville Road
City Enola State PA P
Zi Code 17025
Probate Fees - Boswell, Snyder, Tintner & Piccola -
advanced probate fees paid 6/9/95
Miscellaneous Expenses:
Patriot News - Advertising (paid by BST&P)
Cumberland County Law Journal - Advertising
Disslers - flowers
Boswell, Snyder, Tintner &
paid 6/9/95 Piccola - advanced costs
Boswell, Snyder; Tintner &
filing fees Piccola - closing costs,
90.00
59.08
40.00
72.78
36.06
200.00
S 8,110.69
REV-1514 E%+ (7.88)
. ~,CY~,
COMMONWEAD'H OF PENNSYLVANIA
INHERITANCE TA7C RETURN
RESIDENT DECEDENT
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABLITIES AND LIENS
MARY S. BOGDEN
Please Print or Type
FILE NUMBER
2195-0219
ITEM
NUMBER DESCRIPTION
AMOUNT
1- Conner, Rich, Kearney & Torchia Associates -
deductible for Medicare costs 57'77
TOTAL (Also enter on line 10, Recapitulation) ~ $
57.77
(If more spoce is needed, insert additional sheefs of same size.)
REV-1513 E%+ (2-87)
COMMONWEALTH Of PENNSTLVA SCHEDULE J
INNERRANCE TAX RETURN NIA BENEFICIARIES
RESIDENT OEtEOENT
ESTATE OF _
--__-
MARY S. BOGDEN
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY
A. Taxable Bequests:
~. -
l. Dorothy L. Mosier
708 Wertzville Road
Enola, PA 17025
2• Louis S. Bogden
2021 Harvard Avenue
Camp Hill, PA 17011
3• Frank Charles Bogden
2300 Bradley Drive
Harrisburg, PA 17110
4. Steven S. Bogden
44 West Main Street
Mechanicsburg, PA 17055
5- Christopher Edward Bogden
743 A. Valley Street
Marysville, PA 17053
6- Michael Stuart Bogden
743 A. Valley Street
Marysville, PA 17053
(SEE ATTACHED )
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY
8. Charitable and Governmental Bequests:
1.
FILE NUMBER -
2195-0219
RELATIONSHIP AMOU pTN R
SHARE OF ESTATE
daughter
grandson J1/6 of residuary
grandson 11/6 of residuary
grandson 11/6 of residuary
grandson 11/6 of residuary
grandson ~ 1/6 of residuary
AMOUNT OR
SHARE OF ESTATE
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation)
(If more space is needed, insert additional sheets of same size)
S
I
REV-1513 EX• (2-87J
COMMONWEAITN Of PENNSYLVA
INHERITANCE TAX RETURN NIA
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
MARY S . BOGDEN FILE NUMBER -
2195-0219
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP SHARE OF ESOTATE
A. Taxable Bequests:
-~ -
' Roseman I,
Y Hooven
fln/a Rosemary Louise Bogden Lanahan
26 Pine Hill Road
Mechanicsburg, PA 17055 granddaughter 1/6 of residuar
ITEM
NUMBER NAME ANO ADDRESS OF BENEFICIARY AMOUNT OR
B. Charitable and Governmental Bequests: SHARE OF ESTATE
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line i3, Recapitulation) S
(If more space is needed, insert additional sheets of same size) -O-
e
REV-1548 EX AFP (12-94)
CDMHONNEALTH OF PENNSYLVANIA APPRAISEHENTE ALLONANCETORCDISALLONANCE
DEPARTMENT OF REVENUE OF DEDUCTION, AND ASSESSMENT OF TAX ON
BUREAU OF INDIVIDUAL TAXES JOINTLY HELD OR TRUST ASSETS
DEPT. 280601
HARRISBURG, PA 17128-0601
DATE 08-28-95
ESTATE OF BOGDEN MARY S DATE OF DEATH 02-16-95 COUNTY
CUMBERLAND
FILE N0. 21 95-0219 S.S/D.C. N0. 173-09-2768
ACN 95124810
DOROTHY L MOSIER REMIT PAYMENT T0:
708 WERTZVILLE RD REGISTER OF WILLS
ENOLA CUMBERLAND CO COURT HOUSE
PA 17025 CARLISLE, PA 17013
Anount ReMitted
CUT ALONG THIS LINE __- RETAIN LOWER PORTION FOR YOUR RECORDS -~
------ -------------------
REV-1548 EX AFP (12-94) -------'-"'"-'-'"
---------------- -
- -------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 08-28-95
ESTATE OF BOGDEN MARY S DATE OF DEATH 02-16-95
COUNTY CUMBERLAND
FILE N0. 21 95-0219 S.S/D.C. N0. 173-09-2768
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED ACN 95124810
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: DAUPHIN DEPOSIT BK 8 TR CO ACCOUNT N0. 8000149990
TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( ) TRUST (X1 TIME CERTIFICATE
DATE ESTABLISHED 06-26-87
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
2,016.84
X 0 500
_ _..._ _._-- .._ 1,008.42
- 945.54
62.88
X 06
3.78
PAYMENT RECEIPT
DATE NUMBER
07-OS-95 AA047967
08-2i-95 REFUND
DISCOUNT (+)
INTEREST (-)
.00
.00
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADD
_ _ r rc Tf1TA1 nnF Tc ~ Fcc THAN Q1 NA PevNFNT Tc RFOIiTRFfl.
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UI'P~^ PORTIO"J 0~ TFIIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT.'
AMOUNT PAID
37.73
33.95-
TOTAL TAX CREDIT 3 78
BALANCE OF TAX DUE .00
INTEREST .00
TOTAL DUE .00
REV-1548 EX AFP (12-941
COMMONNEALTH OF PENNSYLVANIA APPRAISEMENTE ALLONANCETORCDISALLONANCE
DEPARTMENT OF REVENUE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
BUREAU OF INDIVIDUAL TAxES JOINTLY HELD bR TRUSi ASSETS
DEPT. 280601
HARRISBURG, PA 17128-0601
DATE 08-28-95
ESTATE OF BOGDEN MARY S DATE OF DEATH 02-16-95 COUNTY
CUMBERLAND
FILE N0. 21 95-0219 S.S/D.C. N0. 173-09-2768
ACN 95124809
REMIT PAYMENT TO:
DOROTHY L MOSIER REGISTER OF WILLS
708 WERTZVILLE RD CUMBERLAND CO COURT HOUSE
ENOLA PA 17025 CARLISLE, PA 17013
Aeount Rsnittsd
CUT ALONG_ THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS 1
REV- 1548 EX AFP (12-941 -----------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 08-28-95
ESTATE OF BOGDEN MARY S DATE OF DEATN 02-16-95 COUNTY CUMBERLAND
FILE N0. 21 95-0219 S.S/D.C. N0. 173-09-2768
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED ACN 95124809
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: DAUPHIN DEPOSIT BK & TR CO ACCOUNT N0. 8100478910
TYPE OF ACCOUNT: ( ) SAVINGS C ) CHECKING ( ) TRUST ()0 TIME CERTIFICATE
DATE ESTABLISHED 11-19-94
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
2,080.14
X 1 000
2,080.14
- .00
2,080.14
X 06
124.81
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST (-)
07-05-95 AA047968 .00
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS ":~TIC~
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
AMOUNT PAID
124.81
TOTAL TAX CREDIT 124.81
BALANCE OF TAX DUE .00
INTEREST .00
TOTAL DUE 00
* 7F PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITiunA~ INTEREST.
REV-1543 EX AFP (8-94) ~` -'`
CONMONNEALjN OF PENNSYLVANIA
DEPARTNEN7 OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
NARRISSURG, PA 17128-0601
INFORMATION NOTICE
TAXPAYERNRESPONSE
FILE N0. 21 95-0219
ACN 95124810
DATE 05-30-95
TYPE OF ACCOUNT
ESTATE OF MARY S BOGDEN
S.S. N0. 173-09-2768 ^ savlNCs
DATE OF DEATH 02-16-95 ^ CHECKING
COUNTY CUMBERLAND ^ TRUST
® CERTIFICATE
!DOROTHY L NOSIER REMIT PAYMENT AND FORMS T0:
708 WERTZVILLE RD REGISTER OF WILLS
ENOLA PA 17025 CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DAUPHIN DEPOSIT BK i T has provided the D
potential tax due. Their records indicate that atathe death ofttheiaboveadocedontt~ below filch _
If you feel this inforwstion !s incorrect has b°en uwd in calculating the
'and r4tu~~ it t . Please obtain written corroction frow thwofinancislilnstitution/b~tachasycof this account.
the !.b^"! w.!,lrvws. This account . (s twxablw to eccnrrt,.n,~p with the Inheritance Tex Lava of
Ovestions way bo answered by calling (717) 787-8327. PY to this forty
COMPLETE PART 1 BELOW 1[ l[ ]~ u'a CO11~o~ealth of Po^nsylvania.
SEE REVERSE SIDE FOR FILING AND PAYMFtur TuQTw...._.__.._
Accoun+ N.. o n n ., , .
.,.....,~-•»yu
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Dus
CHECK
ONE
BLOCK
ONLY
Data 06-26-87
Established
2,OI6.84
x 50.000
1,008.42
X .06
60.51
•~••~ . n.rv ~ iVnl,
To insure proper credit to your account, two
(2) copies of this notice wust aecowpany yWr
Paywent to the Register of Nllls. Hake chock
payable to: "Register of Hills, Agent^.
NOTE: If tax paywonts era wade within three
C3) worths of the decedent's date of death,
You waY deduct a 5X discam t of the tax due.
AnY inf»ritanM tax due will becowa delinquent
nine (9) worths after the data of death.
A• TM above inforwatlon and tax due Is correct. '~~ ~~` ~$
1. You way thecae to rewlt paywent to the Register of Hills with two copies of this notice to•obtain
a discount or avoid interest, or you way chock box ^A^ and return this notice to the Register of
Hills and an official assesswent will be issued by ttro PA Departwent of Rovonua.
B• ~ The above asset has been or will be reported and tax
to bs filed by the decedent's representative. Paid with the Pennsylvania Inheritance Tax return
C• ~ The above inforwation is incorrect and/or debts and deductions were
You wust cowplote PART 2^ and/or PART 3^ below. Paid b
Y You.
PART Zf you indi
L
^ cats a diffsren
relationship t tax rata, please state
o
i`i'
~
o decede nt: ur
Y 54fi~~ipr~[
*
'y'g4ti4 :SSA
~r~.~
TAX
LINE RETURN a CO~irUTATIOf4
1
D
t OF TAX v
OM ~CIt4TrTRU3T ACCOU ~
~'`ti ~!~,~"
~~ ~~ R~ti=4
. a
a Established
1 NTS
_
...~
~
~~$tia
2. Account Balance
2
~ ~ ~ b ~'~L ~
4 ,
~~~
3. Percent T
axabla - ~
'`~~ (~
4•
Amount Subject to T 3 X
C~ end ~:'~ 4
~~~~~~ty~
5. ax
Debts and Deductions 4
~ ;,.=;
~y
''~+~i ~
:; ft~
6.
Amount Taxable 5 _
. ~-cz[.
A- yc ~~
_
i4 i4.' f
.~ti~~r,~:,}~yje'
Tax Rata T p ,4~;4 •~5~~;~
~ ii.ti
8. Tax Due -.
8 ~_ . !Xs
~ ~,;_,_;;~Y
~:~;y~;
PART ~ .
~!i+iiilii' '''r
a";';i
'
3^ ;
;~ti;;
DEBTS AND DEDUCTIONS CL=AIMED
DATE PAID PAYEE
DESCRIPTION
TOTAL (Enter on Line 5 of Tax Computation)
per 'ur
Under penalties of ,7 y, I declare that the facts I have reported above are trues
complete to the best of my knowledge and belief.
. ~1 '-~' ~ ~/~ --, - -- HOME ( 1
AMOUNT PAID
REV-1543 EX AFP (8-94) ~
COMMONNEAtTH OF ~NNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
INFORMATION NOTICE
TAXPAYERNRESPONSE
FILE N0. 21 95-0219
ACN 95124809
DATE OS-30-95
ESTATE OF TYPE OF ACCOUNT
MARY S BORDEN
S.S. N0. 173-09-2768 ^ savlNCs
DATE OF DEATH 02-16-95 ^ CHECKING
COUNTY CUMBERLAND ^ TRUST
** DOROTHY L MOSIER ~ CERTIFICATE
708 WERTZVILLE RD /r` ~~1`~~~ REGISTERTOFYWILLS D FDRMS To:
ENOLA PA 17025 r•'. CUMBERLAND CO COURT HOUSE
r'~` ~„~~ , ,' CARLISLE, PA 17013
\ (`,~ 7
DAUPHIN DEPOSIT 8K & T has provided the
potential tax duo, Their rocords indicate that0atathe d~athtofthtieieiabcvoa~~~tted below
If you fool this inforwation is incorrect, please obtain written correction frow the fin which has boon used !n caleulatlny the
and return it to the abovo a ' You were a ioint owner/beneficiary of this account.
Questions way be answered b ddr°sa. This eccount.ls taxable !n accordance with ancisl institution
s ca111np (717) 787-8327. the Inheritance Tax Lsws of the Cowwonwealth oflPennsYlvania.
COMPLETE PART 1 BELOW !t x ~[ SEE REVERSE SIDE FOR FILING ANn aev..e~T ...___..__
Account No. RT nni~e.,, ..
-..v~rv71U
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rats
Potential Tax Due
CHECK
ONE
BLOCK
ONLY
ve. an a Inheritance Tax return
C. ~ Th
Dsts 11-19-94
Established
2,080.14
K 100.00
2,080.14
x .06
124.81
TAXPAYER REQDnue
~~~ ~ +na 1 KVGTIONS
To insure proper credit to your account, two
(2) copies of this notice west accowpany your
Paywent to the Reyistor of Mills. Make chock
payable to: ^Reylstar of Nllls, Agent^,
NOTE: If tax paywents era wade within throe
(3) worths of the decedent's date of death,
you way deduct a S;C discount of the tax duo.
AnY lnMrltance tax due will becose delinquent
Wino (g) worths after tM date of death.
y5, '.S.
TM above inforwation s*~' '"~• '~ '
and tax dve is correct. ..~: :,'.~"' ~ } ~ i .'~,...;.,
1. You say choose to resit
PsYwent to the Reylster of Nills with two copies of this notice to obtain
a discount or avoid interest, or you say cMek box ^A^ and return
Nills and an official assesswent will be issued by the PA
tfiis notice to tFw Ro9ister of
The abovo asset has boon or will bo r D•Partwont of Revenue.
to ba filed by the decedent's r oported and tax paid with
eProsontati the PennsYly 1
o above inforwation is incorrect end/or debts and deductions ware
You roust eowplete PART 2~ and/ar PART
PART If `J 3 below. Paid by you.
You indie t
^
2 a • a different tax rate, please state
relationship to decadent
Your
:
Or TAr
'
LINE 1. Data Established ~ ..d1!''TrTi:~,'8T ACCC!%t)TS t
~
2. Account Ba
lance 1 -
3 .
Psrc
snt Taxable
2 ;4~,
:fir' s~'
~%'1" '
4. Amount
Subject to Tax 3.__
4 .~-
~'`~ ~:~'
iVt~~r~;it
5. Debts
and Deduction ~';;''°''°'_v;.
'°°''~tf;';
6. s
Amount Taxable 5
6 ~`ti~~~y~'"`€
.°
'r
~
~• Tax
Rats
T ?
5'~ti;~
_
r*;r~;4r~u
+i
'
Tax X ;`
ti,'s s
PART 8 ~ .1~4v
`'iti;y ~ ni' t4
i;;~s;,j~~s; :~:
3Q ~a~sitij;;,k,',4'~~ ,:;
DE8T3 AND DEDUCTIONS CLAIMED
DATE PAID
PAYEE
-- ~ !_
DESCRIPTION
AMOUNT PAID
- ~«~zar on Line 5 of Tav
Unrle.,
.yes or perjury, I declare - r-'°•~~'~, $
conplate to the best of m that the facts I have reported above
1 y knowledge and belief. era true
n HOME , correct and
r
REV-1547 EX AFP (12-95)
COMMONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ACN 101
BUREAU OF INDIVIDUAL Taxes APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
DEPT. 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG, PA 17128-0601 DATE 12-25-95
ESTATE OF FILE N0. 1 9 -0
DATE OF DEATH 02-16-95 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO ''REGISTER OF WILLS, AGENT''
REMIT PAYMENT TO:
JEFFREY R BOSWELL ESQ REGISTER OF WILLS
315 N FRONT ST CUMBERLAND CO COURT HOUSE
PO BOX 741 CARLISLE, PA 17013
HBG PA 17108
Amount Rewitted
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (12-95) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTi0N3 AND ASSESSMENT OF TAX
ESTATE OF BOGDEN MARY S FILE N0. 21 95-0219 ACN 101 DATE 12-25-95
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule Al
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule Dl
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E]
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Totsl Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule Il
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governwental Bequests (Schedule J)
14. Net Value of Estate Subject to Tax
(1) .00
(2) .00
(3) .00
(4) .00
(5) 15.561.31
(6) 40.331.92
[7) .00
(B) 55,893.23
8,110.69
(9)
(lo) 57.77
(11) S .) 6B 46
(12) 47,724.77
(13) . 00
(14) 47, 724.77
NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X .00_ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 47,724.77 X .06. 2,863.48
17. Amount of Line 14 taxable st Collateral/Class B rate (17) .00 x .15. .00
18. Principal Tax Due
(18)
2,863.48
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST (-)
AMOUNT PAID
09-27-95 AA082185 .00 554.49
TAIT CDCCT Tc ~uwsnrn rr. n••
--------- -- -... ...err .. v.. as a. 7J 1 V V1-YL-70
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 554.49
BALANCE OF TAX DUE 2,308.99
INTEREST 26.81
TOTAL DUE 2,335.80
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT'' (CR), YOU MAY BE DUE
aFr.ie~o ex fs-ae~
. ~ "n
COMMONWEAITN OF PENNSYLVANIA INHERITANCE TAX
DEPARTMENT O- REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME
_;r;.{-s~ ~~ fly:{~~,n FILE NUMBER
2i?5-?2:l
ACN
SCHEDULE ITEM i;; i
NO. EXPLANATION OF CHANGES
5 ,;
~- i??T' valcle of r},,~ rc ,1 est.~t,~ 11c:,s h;~eii a.ncz t~::, ,
~_he a;c°:~ult of fiel€i i ~ ~F€: fro, c5,~3^,,? ro j,~ -
nG~=fit ~~:r;an - 5 tG4~ :,~
ar?a;/or ,ts~~: a~: t'~s., c~ou:r,on ]r,=~l ratio i. ,,
per? c,ct r€:asor iu7 e:_ fsir r~ark~:t :r.3].tir ,
TAX EXAMINER: F,~ c~r;~ ,9 .a-~ i~vru
PAGE
pennsyLvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12-14)
INHERITANCE TAX DIVISION
PO BOX 280601 STATEMENT OF ACCOUNT
HARRISBURG PA 179-UPED vMCE OF
REGISTE'l 'F WILLS DATE 02-09-2015
?01S FEB 17 IFM 1 19' ESTATE OF BOGDEN MARY S
DATE OF DEATH 02-16-1995
;' "
-F FILE NUMBER 21 95-0219
CLEF, COUNTY CUMBERLAND
BOSWELlOXPRA!,'-UEF,F,R, y R
ACN 101
315
PO BO%6RDW-ST
Amount Remitted
74
HBG PA 17108 1
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS --- ---- ---- ------
ACCOUNT-f STATEMENT OF B� CONf
-WP* c12:17473- - - - -*;;-11kHHHAH 4X
ilN*--l;if 6X
ESTATE OF:BOGDEN MARY S FILE NO. : 21 95-0219 ACN: 101 DATE: 02-09-2015
THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL
TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-04-1996
PRINCIPAL TAX DUE: 2,863.48
PAYMENTS (TAX CREDITS) :
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
09-27-1995 AA082185 .00 554.49
03-19-1996 AA112638 70.72- 2,379.71
TOTAL TAX PAYMENT 2,863.48
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM
FOR INSTRUCTIONS.