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Home My WebLink About11-07-121,50561,1,1,80 ~--~ REV -15 0 0 ~ X02-„~ ~F~, Pennsylvania OFFICIAL USE ONLY PA Department of Revenue DEPPRTMENTOFREVENUE County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 ~ f ' ~ ~ ~3 ~~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT .1 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1,86-24-8265 02],420],2 Decedent's Last Name Suffix Decedent's First Name MI FOGELSANGER A. BARBARA (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL iN APPROPRIATE BOXFS BELO'v'J Q 1. Original Retum Q 2. Supplemental Return Q 3. Remainder Retum (Date of Death Prior to 12-13-82) Q 4. Limited Estate Q 4a. Future Interest Compromise (date of Q 5. Federal Estate Tax Retum Required death after 12-12-82) 0 6. Decedent Died Testate Q 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of WIC (Attach Copy of Trust) Q 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (Date of Death Q 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT G. FREY 7],72435838 First Line of Address 5 S HANOVER ST Second Line of Address /C'ity or Post Office L A p~ i S L E State ZIP Code FA ?701,3 REGISTE~ WILLS USE,CMLY ^ =~ ~ ~ ~; --~ =' J ~~ ~ - ~ . C~_ ~ ~°? - .~-1 TE FILED ~ ~F..- Correspondent'se-mail address: RFREYa~FREYTILEY.COM ~a~ ~-, ~.__ ,~ :,t~ T"1 Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FO ILING RETURN DATE ADDRESSnn. IV1 1 1 (/ 1 h 11~ n ~. SIGNAT~L~OF P EP ~HE AN REPRESENTATIVE ` ~ v D TE ADDRESS 5SOUTH HANOVER STR T~ CARLISLE PA 1,701,3 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505611180 1505611180 J J 1505611280 REV-1500 EX (FI) Decedent's Social Security Number DecedenYsName: A . BARBARA FOGELSANGER 186-24-8265 RECAPITULATION 1. Real Estate (Schedule A) .......................................... 1. N 0 N E 2. Stocks and Bonds (Schedule B) ..................................... 2. 6 719.0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... 3. NON E 4. Mortgages and Notes Receivable (Schedule D) ......................... 4. 1312 8 6 . 0 0 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) .... 5. 2 8 O 16 0 . 0 0 6. Jointly Owned Property (Schedule F) OSeparate Billing Requested .... ... 6. N 0 N E 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested .... ... 7. N 0 N E 8. Total Gross Assets (total Lines 1 through 7) ....................... ... 8. 41816 5 . 0 0 9. Funeral Expenses and Administrative Costs (Schedule H) ............. ... 9. 14 6 4 4 . 0 0 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ......... ....10. NON E 11. Total Deductions (total Lines 9 and 10) ........................... ... 11. 14 6 4 4 . 0 D 12. Net Value of Estate (Line 8 minus Line 11) ......................... ... 12. 4 0 3 5 21.0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .................. . ... 13. 0 . 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) ................... ... 14. 4 O 3 5 21.0 0 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 0 15. O. D O 16. Amount of Line 14 taxable at lineal rateX.O 45 403521.00 16. 18158.45 17. Amount of Line 14 taxable at sibling rate X # # # 17. 0 . ^ 0 18. Amount of Line 14 taxable at collateral rate X # # # 18. 0 . 0 0 19. TAX DUE ..................................................... ... 19. 1815 8 . 4 5 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 1505611280 1505611280 J REV-1500 EX (FI) Page 3 Decedent's Complete Address: 21-12-0335 File Number 186-24-8265 DECEDENT'S NAME A. BARBARA FOGELSANGER STREET ADDRESS 125 FOGELSANGER ROAD CITY SHIPPENSBURG STATE PA ZI P 17257 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 17500.00 B. Discount 3. Interest 875.00 Total Credits (A + B ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) _ 18158.45 (2) 18375.00 (3) (4) 216.55 (5) 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 ................................................................................................................. ........... ^ d. receive the promise for life of either payments, benefits or care? ......................................................... ........... ^ 2. If death occurred after Dec. 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. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [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 21 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 percent [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 percent, except as noted in [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 percent [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX+ (7.11) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER A. Barbara Fogelsanger 21-12-0335 All property jointly owned with right of survivorship must be disclosed on Schedule F. SCHEDULE B STOCKS & BONDS If more space is needed, insert additional sheets of the same size REV-1507 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF FILE NUMBER A. Barbara Fogelsanger 21-12-0335 All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (11-10) SCHEDULE E Pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: A. Barbara Fogelsanger 21 12 0335 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_ If more space is needed, use additional sheets of paper of the same size. REV-1511 EX + (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT City Year(s) Commission Paid: ESTATE OF FILE NUMBER A. Barbara Fogelsanger 21-12-0335 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Funeral Home and burial 12,491 B 1 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address State ~ ZIP 2. I Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address 4. 5. 6. 7. COY State Relationship of Claimant to Decedent SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ZIP Probate Fees: Accountant Fees: Tax Retum Preparer Fees: rtising in the Sentinel and Cumberland Law Journal 1, 500 388 265 TOTAL (Also enter on Line 9, Recapitulation) ~ $ 14,644 If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (01-10) pennsylvania I SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN ( BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: H. r~aroa ra I-o elsan er 21-12-0335 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1 Frank W. Fogelsanger 11 Poplar Lane, Newburg, Pennsylvania 17240 Son 1/4 of remainder 2~ Loretta Deimler 1790 Good Hope Road, Enola, PA 17025 Daughter 1/4 of remainder 3 Andrew Fogelsanger 125 Nealy Road, Newville, PA 17241 Grandchild 1/20 of remainder 4 Adam Fogelsanger 125 Nealy Road, Newville, PA 17241 Grandchild 1/20 of remainder 5 Jordan Fogelsanger 125 Nealy Road, Newville, PA 17241 Grandchild 1/20 of remainder 6 Arianna Fogelsanger 125 Nealy Road, Newville, PA 17241 Grandchild 1/20 of remainder 7 Kyle Fogelsanger 125 Nealy Road, Newville, PA 17241 Grandchild 1/20 of remainder 8 William Fogelsanger 318 Holswart Drive, Shippensburg, PA 17257 Grandchild 1/40 of remainder 9 Steven Fogelsanger 318 Holswart Drive, Shippensburg, PA 17257 Grandchild 1/40 of remainder 10. Matthew Fogelsanger 125 Fogelsanger Road, Shippensburg, PA 17257 Grandchild 1/40 of remainder ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUG H 18 OF REV-1500 COVER SHE ET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 0.00 If more space is needed, use additional sheets of paper of the same size. LAST WILL AND TESTAMENT ' ~~ ~~ ~A~ r KNOW ALL MEN BY THESE PRESENTS, that I, A. Barbara Fo e~~ er o~ ~ -- vim. 9 ~ ~~Y Pennsylvania, bein of sound and di ~ `~~' ~^~ ~' 9 sposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking all prior wills and codicils by me at any time heretofore made. FIRST: I direct the payment of all my legal debts, funeral expenses including my grave marker and all expenses of my last illness, state, federal estate and inheritance taxes and administration costs shall be paid as soon as may be conveniently done following my decease leaving all specific bequests free of tax to the legatee. SECOND: I direct that all my tangible personal property is to be sold, including but not limited to my vehicles and the proceeds of such sale are to be divided between my four children, William Fogelsanger, Gerald Fogelsanger, Andrew Fogelsanger, and Loretta Deimler, share and share alike, per stirpes. THIRD: I give, devise and bequeath the rest and residue of my estate to William Fogelsanger, Gerald Fogelsanger, Andrew Fogelsanger and Loretta Deimler in equal shares, share and share alike, per stirpes. No provision is made herein for Curtiss Fogelsanger because adequate consideration was given to him during his lifetime. FOURTH: I nominate and appoint Curtiss Fogelsanger as Executor of this my Last Will and Testament. If he should fail to serve or be unable ~o serve, I nominate-and appoint, Gerald Fogelanger as Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I, A. Barbara Fogelsanger, to this my Last Will and Testament set my hand and ofFcial seal, this ~ ~ day of 2004. ~~~' ; f ,. A. Barbara Fob ~' anger - r~ Sworn to and subscribed, declared and Published by A. Barbara Fogelsanger, as Her Last Will and Testament, and so Done in the presence of we the Witnesses, who sign at her request, And in her presence, and in the presence Of each other. ~ ~ p (~ j 6,~/ ~1 f ~. •~ ,~' ~' r COMMONWEALTH OF PENNSYLVANIA: SS COUNTY OF CUMBERLAND I, A. Barbara Fogelsanger, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed it willingly; and that I signed it as my free and voluntary act for the purpose therein expressed. / Lf A. Barbara ogelsang Sworn to and acknowledged, before me, By A. Barbara Fogels~ng ~, the Testatrix, This ~ da of ~,~ ~~~ 2004. Y --~ `z ~~., Notary Public COMMONWEALTH OF PENNSYLVANIA: SS COUNTY OF CUMBERLAND Notarial Seal H. Anthony Adams, Notary Public Shippensburg Boro, Cumberland County My Commission Expires May 1 S, 2006 ~~er3~ber,Penrtsti~RV~;~i~~~soci~~~~~ ~_t±;I~~taries WE, Darlene M. Bigler and Sharon Coleman Adams, the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses, and that to the best of our knowledge and belief the Testatrix was at the time at least eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. ~~ t ~ `~ ~, ~ ~ ~' , ~J `~I ~ ~; Sworn to and subscribed before me by, Darlene M. Bigler and Sharon Col mark Adams, The witnesses, this ~ ~s :day of~~ ~..~ 2004. .~ Notary Public ~.- Notariai Seal ~i. Anthony Adams, Notary Public Shippensburg Boro, Cumberland Count; My Commission Expires May 1 Sq 2~ ~{' ___.~. ` ~?em~er, PennsSrlvania xssociai~or ~ i"~°:~.;°'=`= Q ~' .~.. ~~~ ~~ 203. 2 04"" 24~ ~~ 24E X47 2:4,:8 24 9 34` ~ ~QSVOUReo ~~~~.v~+ ~5' 1( ~~ ~i ~9,340_6g ..._..-- 2 i9 446 g 1 3fi 11 ~~ 1 ~ ~ m X9,551.71 Tofals for 201 19,655.09 :'1,334.14 ` 13,3.33.94 0 N C m o ~ -~ 1 ~~~ ~<~ ~ W v~ -., -P W N ~ ~, ~ ~~ ~~ a v in ~ O O O ~ ~ ~ O O O ~ ~ N ,_ .1 N~ ~ ~ ~ o ._„ m ~ . _ n O 3 = ~ ~ ~ o D ~ D ~ o ~• ~ 0 °. ~ !D ~ ~. 3 ~ ~ ~ ~ ~ c~ ~° ~ sv ~, ~~ u, ~ m a ~ ~~ ~ c CD ,~.~, ~ ~~~ o .~ . 3 ~ ~ ~ .~ ~ ev ~c~~ Q..~ o ~ o ~ °~, aa~ tD 7 ~ ~ ~ ~ ~ ~ ~ j .. .. .. ~ lD ohm ~ ~ ~ O C31 N O ~ NN O O O ~ _ ~o ~ .. n ~ ~ ~ ~ oZC~C p O w N N ~•- ~ ~ D rn ~ c~ r ; z z ~`„' ~~ . ~~ cn ~ _ - m ~, ~ - oo ~ ~, . --~ , -~ N ~ c ~ .. m r- m r D ~ w m , m N ~~ N N N 0 0 0 ~ ~ ~ ~ ~ Z D D °° ~ o ,°. ~; a3 0 ~ ~ N N N ~ m ~ N o~ O ~ °~ ~ m o`.y ~~ o ~ o m j~ ~ ~ ~ o~ ~ _~ z D m ~ -t ~ A r c -~ c~ ~ ~ G7 °- f D ono ~ D ~' ~ ~ D Q' `~° < ~ ~ C n~i m ~ p Z o ~ O O p m ~-- N °D r ~ -• V~ m ~ ~ rn ~ ~~ fm ~ O a m ~ ~. o a n ~o . ~ . . ~ ~o m .~ c ~ N ~ ~ ~ ~ ~ ~ m ~ ~ _ ~ -~ _. 0 o ~ a 0 _ C O ~ D ~ ~ • ~ C ~ ~o z~rn < O ~~ m o cn r ~ ~ 3~ v ~ c C ~ _°- ~ ~ ~ ~ N ~ a N _ O m o O ~ `G C ~ m ~- d ~ D N •v ~. sm r ~ o a ~ ~ ~, ~ ~ Q' .~ D ~ °, v rn ~ Q ~ o cn c a~ n N ~ C .. .. .. c ~ N ~ 3 ~ ~. ~= o ..~ ~~ o ~ ~ ~ ~ ~ ~• ~ ~ O r ~ n ~ o {~ Cn ~ D ~' ~ = x rn ~ Z ~ a~ ~ ~ ~ ~o p • ~ ~ -, ~ a < n~ ~ <~ ~ °' ~ D o' ~ ~ a ,° ~ ~ ~ c ~ ~p ~ O O N i y. ... o ~ ~ Q ~69 {,q C ~ i ~ ~ 3 j ~ ~~ ~ ~ ~ 3 ~..a x~ V V V ~I O ~ v ~ o `~ U 01 C037 UOi U01 O Cf1 N _ 00 n ~ C ~ x O V V D 00 V V OD Oo O W O O O O V = ~ 3~ U7 ~ ~ ~JKK~rhUWl~i BANK A Tradition of Excetlence March 28, 2012 Frey & Tiley Attorneys At Law Robert G. Frey 5 S. Hanover Street Carlisle, PA 17013 Fax: 243-6441 Re: Estate of A. Barbara Fogelsanger Social Security Number 186-24-8265 Date of Death 2/14/2012 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: CHECKING ACCOUNT Account No.- Account Type- Date Opened- Joint Account (name/date)- Balance- Accrued Interest- 102000367 50+ Interest Checking Image 3/15/2000 No $21,167.05 $0.06 CERTIFICATE OF DEPOSIT Account No.- Account Type- Date Opened- Joint Account (name/date)- Balance- Accrued Interest- 4000037301 Personal Jumbo CD 4/14/2010 No $142;178.51 $191.47 Best Regards, ' ~ (N ill R. Worthington Deposit Processing Clerk 2695 Philadelphia Avenue Chambersburg, PA 17201 1.888.ORRSTOWN '~V'St ~°4T NVK~'S ~v'~~~Y!'~~COW/~tlNG 1997 Chevrolet 1500 Extended Cab Long Bed Trade In Y'alues -Kelley Blue Book 6/5/12 3:02 PM ,„^. E :~ -. f~. i7~^ advertisement Popular at KBB.corn ~ ~ ir. 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