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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 Tr.ERnMrr w ve,r~T NAVE ~`~'~^` t~ I,addw ~a.o °u~~ ,. Mary S. Bogden -, cAlue tt+w w Z 9 2 `'" uNrv ov DEA+N Cumberland ? • 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 x 173 - 09 - 2768 ..1•.mn. uax ,a.n ,, February 16, 1995 oua I Maaar (Mandl, Da,.1Md ~~~ 9uwa ~aY) ~a . ~~~ (C~wL a-,ar-rir~u,Ybn an dMr.idp CRY 6/1/02 ' Williamsport ~^ E"ADie'"'"^ ~"^ ~ ^ ,I..b,,,aa~ ~ ^ ,BORO, TiVP OF DE.Q 11 NAMEpnalitiM+IVi,ywdnr srw numear) ~ ,MS DECEDENfOF MN.IMNICOWOM RACE Amwkan Yalan SlaalL N,da • ast Pennsboro 708 Wertzville Rd. Enola Pa Na® W ^M,w,apaadyCWrl, Mcdar A , , IawoFx~slNESSANwetRr w~nDECwExrEVERw u.sAndEDSORCEav , . °~~'8~'°p" L rbRNan, aee MAnrou.amua-M.d.d ,a Whit e awwvwo Sample Maker ~+ Sybil Mills In ""^ N0~ ~., ~' °Av~ ~"`~°'°"•'""°"'""" norrawuiND~oDREasarw.arrtw..~.sr..zacoay oEC~ra + ~ "~°a~~ , Widowed , 708 Wertzville Rd. ,T.au,a Pa. qd ,m.C~r..d.cdaar.dla_ East Pennsboro Twp . aMk.~a~.w Enola, Pa. 17025 R r.s~~acwda..l.aa~i „~, Cumberland °~'+ +K^~. ~+~a_ S i b i e M i 11 e r MOTNEE ~wluaE 1rs.1, y;dp~ Mai„a, s,~,r„y iMFM's NAME(+,pa~Vnaq ,1. Dorothy Mosier 708SW~ert~iv~~.1. ~'~'9"'aPCc~aa~.~ xaR lle Rd. Enola,Pa.17025 oa^~Dna.uoa^ Raaa~raansm^ DAm av~ ~~D,e-oemoN-Nrnaarcm,a.wD,.Mr„y ~ocaloN-allwlma,sae.,aPC•aa ~~ ^„a 2/20/95 resurrection Cemetery >n4 Harrisburg, Pa. OR ~cre+DA99ucN NUMBER NAME ANDADDIESSOf FACS1Tv 012774-L wr,,,.~a,.•,,,,y aa,~ ~~ _ ,~tichardson29S.EnolaDr.Enola,Pa. 17025 nw.... ~~.r......Y~~_._ _ IwowNma.a.rn aatl.~.d.a~.w.;. ......_..~~.__ ~`~'oFCAUSE ~ xAOMn,wr. Nalual NanYCNa ^ ~~ ^ P•^~ ^ w. ^ Na na ^ No ^ smaw, ^ coddmlaawrm.rd ^ ,,.~,a„aa aaa :a- ~ ro..rc. lsarmy7 -.._...._~. Drr~tm. xa+r «~.~ Ta~~ aye•+•da•~, a.~.al a~aaa~nd d~"'°w n udmn "'"°".`~°m« anv:°~." n.' a~w.,~.d ewn,.d ~o~„p,l•d n.~ z~ .+rrlq.ne.~.~n..rwrd ..................................................... TO~~ a..wo°~m..wr~duwn~.,a.~w,°~.,~°d.mn.~e~,mwgro~,..wd..ml plaaa, YW dw bIMeMA•1•)aM ar.wN.YMd .......................... fJl On ~N °~ I^r.•DWSUn~ M 1M' uWMOn. daN xeumd.l lM tlm.. d.b. and PN~c.. and du. to M• qu~•) yld ! '' awurr aUdad ......................... . . ^ ................ REQISiRAR'S SgNRURE µD NUMBER w ^ N• ^ No^ wu~t1~OG-~ Im ~cb Il KSi ND ADDRESS OF^~PFASON W[Fp COMPIETEO CAUSE QF pEgH 1Typa or PrlM tl ,~C~~l ~ ~ ~~C~j '~. e REV-1500 EX+ 112-88) , ' t. '~ ~ t'~ 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 I u oe ~t Wd~1 00 ~ ^ 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 '- a 717_) 236-9377 ~. Q .~ a a u W oe Z O Q d 0 V X Q ^ 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.