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HomeMy WebLinkAbout02-0398 ~/.()".39r ... INRE: :IN THE ORPHANS' COURT DIVISION :CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF MILDRED E. VOGELSONG, PETITION FOR GRANT OF LETTERS AND NOW COMES, Leroy R. Miller Jr., Petitioner herein, who petitions this Court as follows: 1. Mildred E. Vogelsong died on January 14, 2001. A copy of her Death Certificate is attached hereto and marked Exhibit "A". 2. Mildred E. Vogelsong died testate with a copy of her Will dated March 23,1992, being attached hereto and marked Exhibit "8". 3. At the time of her death, there were no known codicils to said Last Will and Testament. 4. The Last Will and Testament of the decedent is not a self-proving Will, however, it was witnessed by 1. Robert Stauffer and Ruth Ann Fulwider. 5. J. Robert Stauffer will appear in the presence of the Register of Wills to take an oath of Subscribing Witness. 6. Ruth Ann Fulwider was a former employee of J. Robert Stauffer and has moved from the Commonwealth. 7. Leroy R. Miller, Jr., neighbor, friend and Petitioner herein will take an oath of Non- Subscribing Witness, - 8. At the time of her death, the decedent was 92 vears old. 9. At the time of her death, decedent had an equitable interest in the property located at \1-5'0-5 ..' 23 West Coover Street, Mechanicsburg, Pennsylvania in the approximate amount of $39,076.40. There were no other assets in the decedent's estate. 10. In the Will of Mildred E. Vogelsong, she appoints the First Bank and Trust Company of Mechanicsburg, now known as PNC Bank N.A. PNC Advisors, as the Executor of her estate. 11. PNC Bank N.A. PNC Advisors desires to renounce its appointment as Executor and in that regard their renunciation is attached hereto and marked Exhibit "C". 12. The residuary legatee in the Last Will and Testament of Mildred E. Vogelsong i~ Paul's United Church of Christ, 626 Williams Grove Road, Mechanicsburg, Pennsylvania. St. Paul's United Church of Christ desires to renounce its appointment as administrator pursuant to 20 Pa. C.S.A. Section 3155. St. Paul's United Church of Christ as residuary legatee under the Will would be the next in line to be appointed as Administrator of the Estate. St. Paul's United Church of Christ renounces their right to letters of administration pursuant to 20 Pa. Section 3155 (b)(6) and appoints as Administrator of the Estate, Leroy R. Miller Jr. 13. Leroy R. Miller Jr. is an adult individual who was Mildred E. Vogelsong's neighbor and friend since 1979. 14. Leroy R. Miller Jr. resides at 25 West Coover Street, Mechanicsburg, Pennsylvania and Mildred E. Vogelsong resided at 23 West Coover Street, Mechanicsburg. Pennsylvania until she moved to Messiah Village located in Mechanicsburg, Upper Allen Township, Cumberland County, Pennsylvania. 15. Leroy R. Miller Jr. and his wife, Constance K. Miller, are purchasing the property at 23 West Coover Street, Mechanicsburg, Cumberland County, Pennsylvania on an Installment Sales Agreement dated May 6, 1996 from Mildred E. Vogelsong. 16. Mildred E. Vogelsong was a victim of a fraudulent crime in that her assets were mismanaged and fraudulently converted by an individual named Robert Spangler. 17. Robert Spangler was convicted of criminal acts for his actions in the Cumberland County Court and there is an order of restitution against Robert Spangler. 18. Through contact with the Cumberland County Collections Office of the Probation Office there have not been any monies collected on the Order of Restitution to date. 19. It is requested that this Court appoint Leroy R. Miller Jr. as Administrator of the Estate of Mildred E. Vogelsong pursuant to 20 Pa.C.S.A. Section 3155. Respectfully submitted, DATED: J/I,6').- By: ~~ mus . emc e, sqUlre Attorney 1.0. No. 20944 2331 Market Street CampHill,PA 17011 (717)763-1383 Attorney for Leroy R. Miller Jr., Nominee for Administrator of the Estate of Mildred E. Vogelsong VERIFICATION I, Leroy R. Miller, Jr., verify that the statements made in the foregoing pleading are true and correct to the best of my knowledge, information and belief. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unsworn falsification to authorities. Date: 3/115;32- AtJ#~~ No. 21-02-0398 Estate of MILDRED E. VOGELSONG , Deceased DECREE OF PROBATE AND GRANT OF LETTERS ADMINISTRATION C.T.A. AND NOW APRIL 18th ~2QQl.., in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated MARCH 23rd. 1992 described therein be admitted to probate and filed of record as the last will of MILDRED E. VOGELSONG and Letters OF ADMINISTRATION C. T .A. are hereby granted to LEROY R. MILLER '0ad''' )j(u'''''JO'. (lJj _'Jkh.~, (1ptbj Register of Wills FEES Probate, Letters, Etc. ......... Shon Cenificates(2) .......... Renunciation .. 2. . . . . . . . . . . . . EXTRA PAGE 1 $ 70.00 $ h no A TIORNEY (Sup. Ct. I.D. No.) JCP TOTAL _ $ 94.00 .N'JUl,. .1.8.. .2002................. : l~:~~ . ADDRESS Filed PHONE J~ 'Il'7aMJv /q ~ :;wa 2 r'1,nc.s~..;JhTr Estate of MILDRED E. VOGELSONG also kno wn as No. To: 21-02-0398 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I " ... >;>; COUNTY OF CIDffiE~Mm J The petitionerts) 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- tativel') of the above dectOdent petitioner(s) will well and truly administer t estate according to law. Sworn to or affirmed and sUbsc.ribed { ~i1iS - /~~-~ . ~u~~~ . :tt Register '" 00' " " ~ ~ ~ 'tr f'(",. 0\ 0, .- ~ ::<:: ~ ~:I ., ~ :j~ ::; "'11.", -~ CUMBERLAND COUNTY, PENNSYLVANIA 21-02-03gB OA TH OF NON-SUBSCRIBING WITNESS LEROY R. MILLER, JR. (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that HE familiar with the signature of MILDRED E. VOGELSONG testat RIX of (one of the ~ ' - subscribing witnesses to) the will presented herewith and that HE believes the signature on the ~ will is in the handwriting of SAID TESTATRI to the best of HIS knowledge and belief. Sworn to or affirmed and sub- #. scribed before me this } 9 day of (j /J/J.LJJ , /JOOa. I ' , . ltnz~t7. .>t/./MJ f~ /1.(; ,~~ ~ ~(I For the Register yJ~~A~arne) LEROY R. MILLER, J . 25 WEST COOVER ST, MECHANICSBURG ( Address) PA 17055 (Name) (Address) "tr r" " c>, 0, ,3: z: N .i::: P '-I,~:; ".)G RENUNCIA liON Estate of Mildred E. Vogelsong No, 21-02-0398 also known as , Deceased The undersigned, St. Paul's Dnited Church of Christ, residuary legatee of (Relationship) (Capacity) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters Arlm;....dct..r!:lt-;nn r 'T' A be issued to Leroy R. Miller, Jr. '<:t t.y,: Ci'\ hand this /7..... day J--~, .J 00,:)- L() .3fvr _ .lSigo.turet 5221 Terace Rd., MecnanLcsburg, PA For: St. Paul's D.C.C., 626 WilIams Grove (Address) Witness'J)/:lV 1-.., So -j , 17050 Rd., Mechanicsburg,PA c\ (Signature) Cl::': ~ :2:: (Address) N P .c:.} .. c ,-,~ S .......~"': .J~ (Signature) (Address) Sworn to or affirmed and subscribed before me this / 7 (;;It-- day of o~ NolarIal Seal JllI A.. Kuhn, Nol1IIy PublIc Oil)' 01 Hanlaburg, D8uIphIn County (Signature d "1~tti1q)I,. May 9, 2006 official qualifi, otNotarles date of expiration of Notary's commission.) NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized, RW-3 RENUNCIATION Estate of Mildred E. Vogelsong No. also known as , Deceased The undersigned, First Bank and Trust Company of Mechanicsburg now known as PNC Bank N. A. PNC Advisorlijelationship) (Capacity) of the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters be issued to Leroy R. Miller, Jr. Witness """ '.".'1 c:'\ hand this P~le.aB\I!N!<, ~~ A.' . s)'~~~~. A~;;.L \Ii(,...; t',~:~.~; IfL.!:.iLOfncer A;~A(~c-~,"," ~W.foJ{.f'r""~ I-\-\\..I.,~"'" i"'l()\ \ (Ad Tess) (Signature) 0\ ~ (Address) N P 0;.1 ~ =: '.': :;;:; '""It'"'; .~~ (Signature) (Address) Sworn to or affirmed and subscribed "J/;1",,/ befare me this4_ .dayof ! -', (. (~d.//./"..?;L\/~_" c/?'d+- / ,/,.\ .. , NOTARIAL SEAL DENISE C. SULLENBERGER, Notary Public Hampden Twp., Cumberland County My Commission Expires Nov. 22, 2004 --~..,,~~ (Signature and seal of Notary or other official qualified to administer oaths. Show dale of expiration of Notary's commission.) NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. RW-3 21-02-398 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS J. ROBERT STAUFFER . (each) a subscribing witness to the will/codicil presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that he was present and saw MILDRED E. VOGELSONG the testat~, sign the same and that ~ signed as a witness at the request of testat~ in h~ presence and (in the presence of each other) (in the prer~ft ther subscribing witness(es). Sworn to or affinned and subscribed before (. / (, '-eA/ me this ~ day of ~.....;; Ad _ 200..;1., ".;'" /I" '-m~~'~f'L<..e.a*,A ~"1 Regls!er I 7 cr ':'-2- (Name) (Address) N :..,<", c_ - I r'-.-"' S ,~ ," p "1 :-. ........" -~ 110';,905 REV.(09/00) This is co certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records 10 accordance with Act 66, P.L 304, approved by the General Assembly, June 29, 1953. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. J/I''''''''''''k l~I~~\~\\ OF piM~..-~ '.' l~ " ::~ -'""'_'- -~ ~\ ~~ ~. ~'., ~\ '<0_- '.' _I !c,..) " iO .' .h~ "'*' '. *,1 . A. _' .~, i\.~ -~-__~-~'"- ~\~ " :f-?,.", < '!,,,-~,,,, ,..., InENl \\"11111' ""''''''lIll1ill (jLL /I~ ~~5.~/~. Robert S. cZiuJnerman, J r., MPH Secretary of Health Charles Hardester State Registrar 1702041 NOV 0 2 2001 Date COR..~C'1'ED ITEMS: 21 b H10$.1.43Rev.2Ilf1 PER: FD DATE: 2-21-01bas COMMONWEALTH OF PENNSVLYAMA . DEPARTMENT OF HE'.ALTH. VITAL RECORDS CERTIFICATE OF DEATH 002612 ,...."'" M :AMAHEHT ..."'... cJ,/ ~ Cumbvrland M. ~At.ENUIlIW$I SEX SOCllr.lSECl,lArTYNUMBER .. Fewe .. 270 - 26 9492 MmlP\..ACE(Ov_ Pl..Aa"OFDEAJ}l(Checl<CII'l!yone _i_""'_~ ~"''''''-~ HOSPfW.: HaJUt.wbuJtg,PA ~D ,. k I'ACJLm'NAME(lIflQIir'GiIuliorI.__aM.......-\ OATEOFOE.Afl'(iM.",.,.o..Y."_J NAMEOFOECEDENT(F..... ",-.t..- t. M.a.dJre..d E. Voge...t6ong AGE (I..... BKlt>dIYl UNOeR , YEAA UNDER I DAII' ~ o.y. -',- 92 v,., . 7-74-2007 g;::."o COVtfi'YOFoeRH 0ECE0ENT'9USIJAL0CC\J~ ~""'::;::M:."~'::~=r 11 Liblf.aJti..an "... U.bJr.aJt OEGEOENrS Jll.f./\../HOADOAES8(5nll.CilyrlOw<l, ~ ,!lfICOdol 700 Mount Ateen Road Mechan<~bu<9,PA 77055 1MRl1M.sw;\l$._ --- --- ldowed ~""""""'"' (~_.(JI\M""-'_ 11.._ PA Did - CumbVtla.nd ~? 174.0 ~"'::=... Me.chctr1.i.C-6buJl.g loIOTHER'$NAUE(F'n1,M-,_SUr"'"""l 1.. S lvia M. fmVl..{ck lNFOOIAAI'Il'S~AllOIESS(SIreol,~_.~C<:><lel ~ 100 South ueen St4e..et La.nc~tvr. PA 17608 Pl.ACIEOFOIsPOSmOH._ot~~ lOCR'lO'l.C~Slal..lIPCooo orOlMr"""Cne.ma..t.ion SocA.et!l 2'... 0 PA CJte.mat:OJt 21". HlVr.Jt,{AbWt PA 171 09 tu.YEo\NDNlOReSSOFMClUTY CREMATION socr:n-r OF PBNNS'tLVA'HU.. - .. .. FAltlER'SN"''''E(F''''''iddIe,LaoI) II. Calvi.n L. EmlVl.i.ck. IN S /TypaIPri-olI 201 MIt . VCVtno>> FDhCVt MEmOD~ moo o ~ll: ~_St...O 'h. o ~ ~ < , uct:N$ENu".eeR BARRISH ACTtNllASSVCIol 101Iw_dmyknowltdglo._IIIOCCU'/Od.,....._.dor......pIaCOOIaIIOd. ~.or<llllo) ,~- ... J pm .. 0/ n.lW'ITl: E/llw.....-.injutIM..."""'plil:..."..wIIic11C11uMd....<IoW..O<>....._1M_<>I<Iylng.-..._...~"'Y_._..._"'ilI,oroo UOl:oNy.....____. ~CASEAEFERREilTO~EXAlolINeRlCOAONeR? 2f. \W~rO NoD I~ PllRTn:OtIwoq.__CCIIllrlb<IIIngIO_.bul :___ ""'realftIn;/n.....~_gl.-InPNUI. :--- \ I: DUf:lO(ORASACONSEDUENCEQFt- DUelO(OAASACClNSEOUENCEQFt- o l;lf:SCRlIlEHOWiN.JURYOCCUAFIED. WERE AU'TOPSY fiNDINGS __ro COMI'UmDHOFCAUSE "'''''''''' WoNNEROFDEAfIol -. M... o o IlIll"EOFINJUR'I' jMonel.o.y,~ TI~OFIJoIJURY -- - --~ o o .. DPl.ACEOF~URY.A1_."'''''.S1.-.!acIOIy._ 1>uiIdIn!I....~~ _. ~\l( ",0 ~~ .... CoiAdnoltMI_... ... calTM'lMIChoI<:Io<rlyOMl .CMTIf'ftNGPIIYSICIAt'l(Phyoo::ian~cauMolclMln_""""""llI>ylIi<:~haspr"""""'odd_"""oon.,..."""'""231 r...._of"',~,"""'~_......~oj_......_.._.. .. ..- '.: IN('_ANDClERnFYIIMlPItYSICIAHIPh,...,...,bot1_00:'''9_aNl~",causoC!dealhl To"'_of""~,_"",,.....-.l""'_,_._plK.,_d...I1t"'cau..(I)_m.o""..._"'lO<l.. 'lJr ._DICAl.. EXA.MlNENCOfIDHER OnChebaMol..""""MIon.ndlorlnv..1lll.lIon.In""optn.....,de.ItlOClCUI""...".lIm..cIal.,_pl_._"".lolh.c..,...C.)."" ......".......-..................,............................................................................... ... l..l,' ,,-,I ( I ~. / '02 l'\P,I~ 19 119 :34 Lit', C\antL:: ~ ' 2l-02.-039~ LAST WILL AND TB5'rAMENT Of' ~ULDRED E. VOG3LSONG - -- I, MILDRED E. VOGELSONG, of the Borough of Mechanicsburg, Couuty 0": G'uulJsrlliilld and state of Pennsylvania, being of sound anJ disposing mina, memory and understanding, do make, >;lUblish and deolare this my Last Will and Testament, her.eby revoking and making void any and all prior Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can be conveniently done. 2. I give, devise and bequeath all the rest, residua and remainder of trl.y estate, real, personal and mixed, whatsoever and wheresoever the same ma~ be situate, to ST. PAUL'S UNITED CHURCH OJ;' CHRIST, of 626 Williams Grove Hoad, MechanJ.csburg, penney! vania. LASTLY, I nominate, constitute and appoint THe: FIRST Bl\;:K h.N/:' T;~U"'l' COl-iPANY OF ).jECHANICSBUhG, PA. ,t,;xecutor of this nIY last "~Jill and 'restament. -1- IN WrrNESS WdERE0F, I have hereunto set m~ hand and s..al this C,3v-d dRY ''If l'i8H,h, A. lJ., 1992. . ~~~d rc:.\j~ iUldred . Vo Isong (SEAL) Signed, sealed, published and declared by the above named, IHLDRED E. VOGELSONG, as and :tor her Last Hill and Testament, in the presence 01' us, who have subscribed our names here,to as witnesses, at the request of said testntrix, in h~r preaence and in the presence of each other. -2- T CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Mildred E. Vogelsong Date of Death: January 14,2001 Will No. 21-02-0398 of 2002 Admin. No. To the Register: I certifY that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries ofthe above-captioned estate on May 23, 2002: Name Address St. Paul's United Church of Christ 626 Williams Grove Road Mechanicsburg, P A 17055 Lerov R. Miller 25 W. Coover Street Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except N/A Date: May 23, 2002 I"'; Linus E. Fenicle, Esquire Reager & Adler, PC 2331 Market Street Camp Hill, PA 17011 (717)763-1383 Counsel for Personal Representative ~; " ~. i.~' .." .0 -"-. .~ ".,-~ REV-15oo E)C" ~\ * COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 IREV~r500 ~f: INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W (,) W C "' .... ~~~ 00.0 "'00 "a:...l 00.111 0. .. DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAl) VOGELSONG, MILDRED E. DATE OF DEATH (MM-DD- Year) DATE OF BIRTH (MM-DD-Year) OFFICIAL USE ONt y FILE NUMBER 21-020398 ""COnNrrCOiS'E --y~ - - ~fl-- SOCIAL SECURITY NUMBER THIS RETURN MUST BE FilED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 03. Remainder Return {dale of deatl\ prior to 12-13-ll2) o 5. Federal Estate Tax Return RequIred _ 8. Total Number of Safe Deposit Boxes o 11. Election tQtax under Sec. 9113(A){A""'S<h01 X _115) X _(16) X .12 (17) 0.00 X .15 (18) 0.00 (19) 0.00 01/14/2001 03/02/1908 (IF APPLICABLE) SURVlVlNG SPOUSE'S NAME (lAST, FIRST, ANO MIDDLE INITIAL) 129 1. Original Rerum o 4. limited Estate 00 6. Decedent Died Testate {Attach ropy of Will) o 9. l"~ation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (dale ofdeatll after 12.j2-B2j o 7. Decedent Maintained a Living Trust (A\ta(:h copy OiTTUSt) o 10. Spousal Poverty Credit/daleofdealhbetween 12-31-91 and 1.1.951 or; 40~:i8.4 7 r ~, i [:: ;;" i z I I , :w 2,507.37: ;p :5 iN 10 I I I I I I I 17011 r" .... Z W Q ~ 0. CIl "' a: a: o o COMPLETE MAILING ADDRESS 2331 MARKET STREET NAME LINUS E. FENICLE FIRM NAME (~APl"~abla) REAGER & ADLER, P.C. TELEPHONE NUMBER 717-763-1383 CAMP Hill ,t . (8) 42,545.84 (1) (2) (3) (4) 15) z o ~ ::I l- ii: 4: (,) W 0:: 1. Reel Estate (Schedule A) 2. Slocl<s and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4, Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property ISchedule G orL) 8. Total Gross Assets (total Line, 1-7) 9. Funeral Expenses & Administrative CoslS (Schedule H) 10. DeblS of DecedenL Mortgage Liabilities, & LienslSchedule II 11. Total Deductionsltotal Lines 9 & 10) 12. NelValue of Estate (Linea minus Line 11) 13. Charitable and GovemmentalBequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) 2,438.15 48,019.60 111) (12) (13) 50,457.75 -7,911.91 (6) (7) (9) (10) 14. NatValue Subject to Tax (Line 12 minus line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ::I 0. ~ o (,) ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16, Amount of Line 14 taxable at lineal rate 17. Amount of Une 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 114} -7,911.91 C It Add Decedent's omDle e ress: STREET ADDRESS 100 MOUNT AllEN ROAD CITY MECHANICSBURG I STATE PA I ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit S. Prior Payments C. Discount (1) 0.00 Total Credits (A + B +C) (2) 3. InteresVPenalty If applicable D. Interest E. Penalty (3) 4. T otallnteresVPenalty ( 0 .. E ) If Une 2 is 9reater than Une 1 .. Une 3, enter Ihe difference. This is Ihe OVERPAYMENT. Check box on Page 1 Line 20 to request a refund if Une 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. 5. (4) (5) (SA) (5S) AGENT A. Enter the interest on the tax due. S. Enter the totai of Une 5 + SA. This is the BALANCE DUE. Make Check 0.00 D.oO to: REGISTER OF 1. Old decedent make a transfer and: Yes a. retain the use or income 01 the property translerred; """".""""""""""."..""""""."""""."""""""". 0 b. retain the light to designate who shall use the property transferred or its income; """"""....".."".""""""". 0 c. retain a reversionary interest; or ..........................,.........................................................,................. 0 d. receive the promise for life 01 either payments, benefits or care? """""""'''''''''''''''''''''.."""""".""".,,,. 0 2. If death occurred after December 12, 1982, did decedent transfer property within Dne year of death without receiving adequate consideration? .......... ...""....... ""... ............... "".............. ................,.....,....... 0 3. Did decedent own an "in trust lo( or payable upon death bank account or security at his or her death? ...........h.". 0 4. Old decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ......."".......... ''''''. 'h'........"........"... """"... ".".".""" ...h.....h.... ...." 0 PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No ~ ~ ~ ~ ~ ~ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ICSBURG PA 17055 DATE 'If/.:? J ADDRESS For dates 01 death on or after July 1, 1994 and before January 1, 19B5, the tax rate imposed on the net value 01 transfers to or for the use of the surviving spouse is 3% [72 P.8. S9116 (a) (1.1) (ill. For dates 01 death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or lor the use of the surviving spouse is 0% [72 P.S. S9116 (a) (1.1) (ii)]. The slatute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements lor disclosure 01 assets and filing a tax retum are still applicable even il 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 01 transfers from a deceased child twenly-one years of age or YDunger at death to or lor the use of a naturai parent, an adoptive paren or a stepparent 01 the child is 0% [72 P.S. s9116(a)(1 .2)1. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.S%, except as noted in 72 P.S. 99116(1.2) [72 P.S. s9116(a)(1) The tax rate imposed on the net vaiue 01 transfers to or for the use of the decedent's siblings is 12% [72 P.S. s9116(a)(1.3)). A siblin9 is defined, under Section 9102, as an individual who has at least one parent in common with the decedenl, whether by biood or adoption. REV..,EX.,:"'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER VOGELSONG. MILDRED E 21 02 0398 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seffer, neither being compe#ed to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointty.owned with right of sUNlvorshio mu,t be disclosed on Schedule F. iTEM NUMBER 1. DESCRIPTION 23 WEST COOVER STREET, MECHANICSBURG, PA 17055 buyout of installment sales agreement VALUE AT DATE OF DEATH 40,038.47 TOTAL (Also enler on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 40,031 """~7EX'I"". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF VOGELSONG MILDRED E. All property jolntly-oWlUld wllh the right of sUlVivorshlp must be disclosed on SChedule F. ITEM NUMBER I. FILE NUMBER 21 02 0398 DESCRIPTION RESTITUTION ORDER - Against Robert F. Spangler, Jr. ordering criminal restitution in the amount of $579,745.62 to Mildred Vogelsong or her estate entered June 13. 2000 to Cumberland County Criminal Docket 99-2808. (copy attached) Amount being reported is from the date of death untii present. (see attached) Future payments will be remitted to the Department of Public Welfare until their lien is paid in full with the remaining monies being paid to 51. Pauls United Church of Christ VALUE AT DATE OF DEATH 2,507.37 TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed, insert additlDnal sheets Df the same size) 2,50; ''''.,'''".:'.,". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF VOGELSONG MILDRED E FILE NUMBER 21 02 0398 Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. 2. MECHANICSBURG CEMETERY 200.00 B. ADMiNiSTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Secunty Numbe~s) i EIN Number 01 Personal Represenlalive(s) Street Address City Slate Zip Year(s) Commission Paid: 2. AUomey Fees REAGER & ADLER, P.C 1,998.00 3. Family Exemption: (If decedenfs address;s not the same as claimanfs, attach explanation) Claimant Street Address City Slate Zip Relationship of Claimant to Decedent 4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 94,00 5. Accountanfs Fees 6. Tax Retum Preparers Fees 7. CUMBERLAND LAW JOURNAL 75.0 8. THE SENTINEL 71.1 TOTAL (Also enter on line 9, Recapitulation) $ 2,43 " (If more space IS needed, tnsert additional sheets of the same size) """""~l"'"* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF VOGELSONG MILDRED E. Include un,elmbursed medical expenses. ITEM NUMBER SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS DESCRiPTION 1. DEPARTMENT OF PUBLIC WELFARE LIEN see attached FilE NUMBER 21 02 0398 AMOUNT 48,019.60 TOTAL (Also enter on line 10. Recapituiation) $ (If more space is needed, insert eddltlonal sheets of the same size) 48,0 REV"513~X'(9. COMMONWEALTH OF PENN$YL VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER .." n",,,,n '" ?1 O? O<lQR RELATIONSHIP TO OECEDENT AMOUNT OR SHARE NUMBER NAME ANO ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee{s} OF ESTATE I. TAXABLE DISTRIBUTIONS [indude outright s~usal distriMons, and transle" under Sec. 9116(a) (1. )) 1. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOYE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COYER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DfSTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. ST. PAUL'S UNITED CHURCH OF CHRIST -u- 626 Williams Grove Road Mechaoicsburg, PA 17D55 B. CHARfTABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REY-t500 COVER SHEET $ -0- (If more space is needad, insert additional sheets of the same size) 21-02-398 LAST WILL AND TJ;;STAMENT 01" 11II.DRED E. VOGELSONG I, MILDRED E. VOGELSONG, of the Borough of Machanlcsburg, COUllty of Cumberland and state of Pennsylvania, being of sound and dispoaing mind, memory and understanding, do make, publish and deolare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me et any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can be conveniently done. 2. I give, davi.se and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever the same may be situate, to ST. PAUL'S UNITED CHURCH OF CHRIST, or 626 Williams Grove Road, Mechan~csburg, Pennsylvania. LASTLY, I nominate, constitute and appoint THE FIRST BANK AND TRUST COMPANY OF' MECHANICSBURG, PA., Executor or this my Last Will and Testament. -1- IN WITNESS WHEREOF. I have hereunto set my hand and seal . this c.3rd day of March, A. D., 1992. . ~~~~ <t.\f~ j'lildred . Vo lsong (SEAL) Signed, sealed, published and declared by the above named, l>rILDRED E. VOGELSONG, as and for her Last .Hl1 and Testament. in the presence of us, who have subscribed our names her~~o as witnesses, at the request of said testatrix. -- in h~r preionco and in the ~rosence of each other. -:( -2- Estate of MILDRED E. VOGELSONG a/so kno wn as No. To: 21-02-0398 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ") ., ~ >:;>:; COUNTY OF CUMBERLAND J The petitioner(s) above-named swear(s) or affirm(sl 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 deeedent petitioner(s) will well and truly administer t estate according to law. Sworn to or affirmed. and subscribed { ~'ethiS 19a.._~ . r.::~~I" .(I1L.5).'73M..>~ . rV' Register <;T .'".~ ':') .-.- - -. 0-. ::'... '-., 0' "" .' "" :E ::' -..'. .J) w .a u.' X (?3 1= rr: Co <.5 ,- '-' '" ,q' '" '" ~ ~ ~ OS/29/03 TEll 10:48 F~X 17172406571 r ""'$I"'~""cilERif-OF"CotrRT.,^,.., w. , " '/i:'h".:.;;,Y;' ;.:,:'f{.; -'i~~'-',:>, ",141 002 ',' ""..'" v. "',;1'1" . "x:!-:' ,-,:)~~';- " ","," '~'" . ," -;,.:. . \,J 1"("' -d.,,_ , )_.' "',-".1 :><' ,.'\<:....',,,.';:~.':,.,..r.:' - -, -~; .)Sf:',;'>:: . COMMONWF:ALTH ROBERT F.' S '1;':. };~,~~?w;t'~i ;' ~~~; , ORDE ~'- co_~.~!_, '.' ;(. . ':~(~,<.. AND NOW, this 13t'1{~fd';'yk~;!dunei ?OO,o;t:th:;;:d;fc~id~n~"_;';"":f; hilV ing a1o~ea red f~r;::S~~l tefl~~~;'tlllh ;j~~i~:~{~~' i;bu~sJt ;:. \.ii:i~'f~i&' 'fJl fo'n /. - .;" \' ~ ~'I!;~'i~~i' ~" "::'~if}i~~4,:!i' M"';' ''i\,J~.." '4' ,~ :~~t~!.'~:'?i';y\,>,,- 'i"'-',.'i.'1S~",)(~ . " "'~~~.' ,,~{,,~e; .. <" "f"',"I "',,~ ,,' , 1j!{,.:;,"j:.~.\.."""::,,,,_.,,., EsqlH re, and the Court being ",irl',rece~p,1~,'-of. ." pre-sentence. .:.: .:',".1\;\ " . :: ';j~~~~~;"" ,;;:, ,<,\~tt:L ;:.!.'l~i:.,. '.. ,.-V, '/ f.~~;:;:~:,~',- :<_\;:<.:'_~: ~~~;!,~",,;_,<~:,:;',; ~,_: '~<": ',',::. >.>;( ':,_;~:~ ,'''.''-~ i" inv"stigation report, sentenceJi:oI', the',court' i's .that::the def"naant', . ", '" <_<,~iif,~:,~: ,'~, ,_: ~,-:')-{!:h",\';,:;/":',-'::' , ':~, ,,:):~,,::: ,,' J '>_\;?,!{' 1'; "'I, ';, :,-';, ' pay the costs of proseci;Jtio;,,;','1k1:kE~ r'~bififufi6ri to', Mirdred' ";, <, - -,' :_,_::~iif~-',("'-; : ,,_.-': ' . .. " ...\ voq"lsong or he:r. estate in the".amocmt of !-~~~:"'_ /,:,' E " ',,',' ,., " imprisonment in a state correctional. '~,i, ,i}l':::>> '-', :,. ~?~<i years, . The . ,'j"'" ;:,. for one day previously scrv~d~~; :~:~t ,~BY,~hie , , ,>o~ . i~;:'> )",::", IN SCIC ",", 1':,' -;.' ','\1,: ';,:i.. '/:~ 0i~ ~~ \~ ',~ '-,,~ "P:j I' ~;-,~ , ",:[~ M ~Yi . !}~ ~-" :., ~:'t), ',.1>\",': -~,-;~~ '-'fJ1~ '<f'! ';'1 -, ',\~;1 ~'" .:;1,- .~., t;].' :~; '.~'~~',! ,',~~-: l' ':i;r ft. j;:~ );. ft~, ' 20 months nor more than -, t ,'. ''',,:,,' ~l ;;:'I'l!';:' ',;?;::- ,J,,, ','::;,,~t~ \",'f'iftJ,~:- . ",~t;; ,',/ "', MaryJo M~llen, Es~uire. S Assistant District Attorney! William 'For the ,u1!ton, Esquire Defendant ;" -,',. ::~~,'.. .~ ~~:; --:~r :.~,.." .--~<: 'h'i ;:t; Victim Wi tness i/.' Protj"tion ,. Sheriff ',. CCP' tt ') '" cop'i{deli~ereci do. ,:);,]~i,_ (,t'" THU 10; 57 FAX..171724065.71''''"''~'m~~OURT~''''l?''~~ro'i~.''';'''''~.~-~-~oor-"l!l ,'.,' <'il, _ :~:i':'" , ,:_::; ';'.\~,>' ::~;;,,~';)1~~~;~~;~; ;jk!'~<~~:~!;"I,>.j,i-'"",:>>,,,,-;,,,!.',,";,." iX-',""'_"'-" 'n' . CU1T1ber+and,c;:ountYiil~:;!iClerk'jr~f' courts ::>'i.':",. ....,.. . :. " Rev~ew D~sburs""me,nts., bYlf,;,payee,>"'" ; " . ' , . ":-- _, <1,,, _',,',:,.>:' -,I "Ii U""'JL--"<tlJ.;:i'~"''If""',~iiff",,,,;''''-''':''- .-!", "",,',,-,--,. '.il -,',-' " 'payee, ::;ESTATE'OF<Mf:I;~REDi:VOGE1S0NG : ; 'Am<Junt' Still l 'C/O ,'LEROY R".jMU;'DLER0':~:.i/:'7&O'''' ' , ,,'; '.~, 0', . ' . , \2!3~ WEST, COOVER'l,ST" ,~~\i"1.' , .,;", '-,"':MECHANICSBUR 'A:';', " '05'5 ,', ":;' : ",' checlZ:"'il;t i',:,\:, ' .' ,:f, :~~L> ' ': ~k":-'" : No .", " ~iS!l';"'Date , mourit: Sts ", '~,- ~i~:- ':T~ :.,:~,:.,::,;;}~;,:: jigp(,:>",,~,:;',,<':-.; ".':',~':'~'-;,:.'/:::': ~ \ " , -.,' ^: 26132 C' ,1:10/02/2'00 ;, ,18..18 '. C'., , 2 654 7d:~,:; 11/01/2000 ,6.08 :,': C:;'1,':;'" , .,',' " .,,: ."_' ",i~i! ''l' \,,, '; -", ~ 27787 ,c' ;':'2 01: 7,00 ".'i" '.'4 I <.;.. :-,';,;..:, " 2822i, C' ,:,3/,01-/2001 ""'26.69 "",C ii"V" 28666' C" '4/02/.200 1169. ' C,' 29084 c" '5/oi'/200 n::40,f,'<: ,c:',r; 29941 C, ': '7/02/200 14.08 ,;:{"C;':-":,' 30823 c; 9/04/'200 19.12,; :,C>"';':;' j~~~~ g ;ig~gl7.~ggl ~~ :~~ ,"..:g;:~;:>' 32495 C" ,1/,021.2002' BB .',04., ::C::,;,',:," ,32912 C-:2/01/2002,:"~,,, , ,,88',:37" "'C:(:;,, 3 3 31 7 C , "3/ 01/2 002~",!::, :,,:117.80'/" C" " 33745 C' 4/01:./2002;:,':;;'", ,,':;'190.99 "C 3 641 c.., '6/03/200"'''''': // ',," "300 00 .c 4 :/ " " ,2:~~qi:;,',,:y;':!t '.'i<:~:k:(~,;;,!: '~~".,~ '.'- '-, ,35501 C', 8/01/2002:2hh, ',: .',.,;-,:150:00, 'C.,. 35939 C" 9/03;/2002Y\I\'~f,' ::' ',:;',150; 00 ,C" 36362 C 10/01/2002':f1:i <I: :~ J' 150, OO:",c s~~H ~ n?B~:~ggfjt:,,, ':t.~gg J~ " . ~ 37294 C 12/02/2002:l~:' c';:: 450.00 C 37728 c l/02/2003:',," ,150.00 C 38172 C2/03/2003'," ,'J.50.00 ,C 3B658 C 3/03/2003:- 150.00 C 39142C 4/01/2003; 150.00 C ..., .<, OS/29/03 1152200529"03 CCS700 ',',: .y ~~w,~ f..tc.' rt- 0rf ~ .z<;,~ i . I I , ! I I CLj,~' ~~~;, Payee TotalT I"~ ,1, :::0. iC " End ~fLjBtiiclJ.;l..#.:O'7: 3'1, :'1 :o! " , ~~ :1 , ."j ........ ..... OMS NO. 2502-0265 "ir A_ - b;-,YPE OF LOAN: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1-DFHA 2.DFmHA 3.(EJCONV. UN1NS. '-OVA 5.0CONV. INS. 6. FilE NUMBER: 17. I-OAN NUMBER: SETTLEMENT STATEMENT MILLER,LEROY 1004000220 8 MORTGAGE INS CASE NUMBER. OLD MORTGAGE INS CASE NUMBER: 6375%\1'\397 JSG C. NOTE: This form is fumished to give you a statement of actual settlement costs. Amounts paid to and by tho seWemenl agMI Bf1J shown. Items marked "[POer were paid outside the closing; they are shown here for informationsl purposes and are not Included in the totals. ',0 "'. (r.lllLE'R,LI!ROV_PfO.n.ttLlER,LEROYIIl) D_ NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: LEROY R. MILLER, JR and GATEWAY FUNDING QIVER1SF\EO CONSTANCE K.. MILLER MORTGAGE SERVICES 25 W. COOVER STREET MECHANICS8URG, PA 17055 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25.1857112 L SETTLEMENT DATE: 23 W. COOVER STREET Midstale Abstract Company MECHANICSBURG. PA 17055 December 23, 2002 CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT Disburse:12130/02 2331 Markel Street Camp Hill, PA 17011 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract Sales Price 401. Contract Sales Price 102. Personal Pro ert 402. Personal Pro Elf 103. Settlement Char es to Borrower Line 1400 4054.24 403. 104. Pa off Installment Sales A rl. to ESTATE OF MILDRE 40,038.47 404. 105. 405. Ad'ustments For /lems Paid 8 Seller in advance Ad'ustments For Items Paid B Seller in advance 106. Cit !Town Taxes to 406. en frown Taxes ta 107. Count Taxes to 407. Count Taxes ta 108. School Taxes to 408. School Taxes to 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 44,092.81 420. GROSS AMOUNT DUE TO SELLER 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. De osi\orearneslmone 501. Excess De osit See Instructions 202. Princi al Amount of New Loanls\- 46,000.00 502. Settrement Char es to SellerlLine 1400 203. Existin loan s taken sub'ectto 503. Existin loan s taKen sub ectto 204. 504. Payoff of first Mortgage 205. 505. Pa off of second Mor . 206. 506. 207. 507. 208. 508. 209. 509. Adiustments For !lems Un aid B Seller Adiustments For Items Un aid B Seller 210. Cit !Town Taxes to 510. Cit!Town Taxes 10 211. Count Taxes to 511. Count Taxes to 212. School Taxes to 512. School Taxes to 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BYIFOR BORROWER 46,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 300. CASH AT SETTLEMENT FROM/TO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER: 301. Gross Amount Due From Borrower Line 120 44,092.81 601. Gross Amount Due To Seller Line 420 302. Less Amount Paid By/For Borrower (Line 220) ( 46,000.00) 602. Less Reductions Due Seller (line 520) ( 303 CASH ( FROM) ( X TO) BORROWER '_907,'91 e03. CASH ( TO){ FROM) SELLER 0.00 The undersigned hereby ac1<nOWledge receipt of a completed copy of pages 1&2 of this statement & any allachments referred to herein. Sener 700. TOTAL COMMISSION Based on Price Division of Commission line 700 as Foiiows: 701. $ to 702. $ 10 703. Commission Paid at Settlement ~. ~ BOO. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. loan Ori inatlon Fee % to 802. lO<ln Discount 2.5000 % to 803. Flood Certification 10 804. Tax Servica Fee 10 805. Application Fee to B06. Document Pre aration Fee to e07. Underwrlling Fee to B08. Express MaiUCourier Fee to 809. DU Process Fee to 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 12/28/02 to 01/01/03 @ $ 8.145000/day ( 902. Mort a e Insurance Premiurn{o( months to 903. Hazard Insurance Premium for 1.0 ears to 904. 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance 5.000 1002. Mort a e Insurance 1003. CityfTown Taxes 1004. Count Taxes 1005. SChool Taxes 1006. 1007. 1008. A re ate Ad'ustment 1100. TITLE CHARGES 1101. SaUlemen! or Closino Fee 1102. Abstract or Title Search 1103. Tille Examinalio 1104. Title Insurance Binder 1105. Document Preparation 1106. Closln Service Leller 1107. Attorney's Fees includes above ilem numbers: 1108. Tille Insurance to IDSTATEABSTRAC includes above item numbersl102, 1103 & 1104 1109. Lender's Coverage $ 46,000.00 1110. Owner's Coverage $ 57,000.00 1111. Endorsements 100, 300, 8.1 to Midstate Abstract Company 1112. Notary Fee to Cash 1113. Notary Fee Cash 1200. GOVERNMENT ~ECOROING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 43.50; Mortgage $ 71.50; 1202. Cit ICount Tax/Stam s:Deed 570.00' Mor~ a e 1203. Stale Tax/Stam s: Revenue Stamos 570.00; Mort a e 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey to 1302. Pest Ins cClion to 1303. Tax Certification to BARRY L. HECKARD, TREASURER #16240767069 1304. /7 1305. ./ 1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section K A 4,054.34 liy"gni"gpa9~ 1 01 n1lS slalumu"l. u,us;g"aIOliusacknDwledge,uceiplola camplel e~COPYUlpage201Ih,slwopagest.~./. /~. /~.#:.. $ L. SETTLEMENT CHARGES '" % GATEWAY FUNDING DIVERISFIED MORTGAGE SERVICES FIRST AMERICAN FLOOD GATEWAY FUNDING DIVERISFIED MORTGAGE ERVICES GATEWAY FUNDING DIVERISFIED MORT AGE $300.00 POC GATEWAY FUNDING DlVERISF\ED MORTGAGE SERVICES GATEWAY FUNDING DIVERISFIED MORTGAGE SERVICES AIRBORNE GATEWAY FUNDING DIVERISFlED MORT AGE SERVICES 4 days %) 12.000 6.000 monlhs months months months months months months months $ $ $ $ @ $ $ 23.50 pet ee pee 19.50 er 65.29 per , $ ee "' to to to to to to Midstate Abstract Com an to Releases $ Certified to be a true copy. Midllate Abstract Com~ny / Settlement Agent PAlDfRQM BORROWER'S FUNDS AT SETTLEMENT 1,150.00 25.00 75.00 75.00 185.00 75.00 17.50 20.00 600.7 150.00 10.00 115.00 570.00 570.00 (MlllER.lEROY !MlllER.LEll.OY /6) "~DeL PAID FROM SELLERS fUNDS AT SETTLEMENT 32.58 35.00 3.00 *' RECEiVED JUL 2 ~ ?IJ02 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCiAL OPERATIONS TPL SECTION CASUAL TV UNIT PO BOX 8486 HA.RRISBURG, PA H105-8486 July 24, 2002 REAGER & ADLER PC LINUS E FENICLE ESQUIRE 2331 MARKET STREET CAMP HILL PA 17011-4642 Re: MILDRED VOGELSONG CIS #: 980141733 Incident Date: 01/14/2001 Dear Attorney Fenicle: After we spoke this afternoon, I realized that when I sent you a copy of the Department of Public Welfare's statement of claim that it didn't show the one payment that we had received in December 2001. Neighborhood Services in Lancaster, Pa. sent us $3,104.76 which were the funds in her personal care account. The new balance due the Department is $48,019.60. If you have any questions, please give me a call. Sincerely, ~~l!..L Linda C. Price Claims Investigation Agent 717-772-6741 717-705-8150 FAX v INVENTORY Estate of VOGELSONG, MILDRED E. No. 21 02 0398 , Deceased Date of Death 1/14/01 Social Security No. 210269492 also known as Personal Representattve(s) of the above Estate, deceased, verify that the items appearing in the following inventory include aU of the personal assets wherever situate and aU of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. INVe verify that the statements made in this inventory are true and correct. IlWe understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. I.D. No.: ~er~ &/:z-A~ , Dated Name of Attorney: LINUS E. FENICLE Address: 2331 MARKET STREET CAMP HILL PA 17011 Telephone: 717-763-1383 Description Value Stocks & Bonds ,ne: == n;; ::1:; ry , Ji 8 Closely-Held Corporation, Partnership or Sole-Proprietorship '-- c:= Z ::0 W I;:~I -, ~".. I W Mortgages & Notes Receivable ~ o f..-j o RESTITUTION ORDER - Against Robert F. Spangler, Jr. ordering criminai estitution in the amount of $579,745.62 to Mildred Vogelsong or her estate entered Jun 13,2000 to Cumberland County Criminal Docket 99-2808. (copy attached) Amount being reported is from the date of death until present. (see attache ) Future payments will be remitted to the Department of Public Welfare until their lien is paid in full with the remaining monies being paid to SI. Pauls United Church of Christ 2,507.37 TOlal (Attach Additional Sheets if necessary) 42,545.84 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 Continuation of Inventory 'OGELSONG, MILDRED E. 21 02 0398 PaQe 1 lescription of Inventory Description :ash, Bank Deposits, & Misc. Personal Property Value :eal Estate 3 WEST COOVER STREET, MECHANICSBURG, PA 17055 buyout of installment sales agreement 40,038.47 Subtotal $ 40,038.47 42,545.84 Grand Total I $ . 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. e/ 0)( STATUS REPORT UNDER RULE 6.12 Name of Decedent: Mildred E. Vogelsong Date of Death: January 14.2001 Will No.: 21-02-0398 Admin. No.: 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: I. State whether administration of the estate is complete: Yes No x 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 6 months 3. Ifthe answer to No.1 is yes, state the following: . A. Did the personal representative file a final account with the court? Yes No B. The separate Orphans' Court No. (if any) for the personal representative's account is: C. Did the personal representative state an account informally to the parties in interest? Yes 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. ~r~ Linus E. Fenicle, Esquire Date: /;/3//;;2- . , Reager & Adler, P.C. 2331 Market Street Camp Hill, PA 17011 (717)763-1383 Counsel for Personal Representative Cumberland County - Register Of wills Hanover and High Street Carlisle, PA 17013 phone: (717) 240-6345 Date: 12/06/2002 MILLER LEROY R 25 WEST COOVER STREET MECHANICSBURG, PA 17055 RE: Estate of VOGELSONG MILDRED E File Number: 2002-00398 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. 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 will become delinquent on: 1/14/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~:::l?~:~i REGISTER OF WILLS . ~ cc: vFile Counsel Judge /?-$P-6 BUREAU OF INDIVIDUAL TAXES \.,. INHERITANCE TAX DIVISION DEPT. 2806111 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 1--, DATE IlSTATE OF DATE OF DEATH FILE NUMBER /\~TY ACN 07-21-2003 VOGELSONG 01-14-2001 21 02-0398 CUMBERLAND 101 AJlount Rellitted '03 JUL 21 LINUS E FENICLE REAGER & ADLER 2331 MARKET ST CAMP HILL L'.s" ClIInt):>_, PA 17011 '* REV-1&41EXAFPI0l_D!1 MILDRED E 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 ... REV=i5'WEX-AFij>--foFo3Y-NOYiCE--OF-XNHErfifANCE-YAX-XPPRAYSEifENT~--ALi.OWANCE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF VOGELSONG MILDRED E FILE NO. 21 02-0398 ACN 101 DATE 07-21-2003 TAX RETURN WAS: I X) ACCEPTED AS FILED ) CHANGED I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and reflect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. AMount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rat. (16) 17. A_aunt of Line 14 at Sibling rete (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal rax Due C D T RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule 8) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) 12) (3) (4) (5) 16) (7) 40,038.47 .00 .00 2.507.37 .00 .00 .00 18) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Kortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 2,438.15 48.019.60 Ill) (12) 113) (14) NOTE: .00 X .00 X .00 X .00 X T INTEREST/PEN PAID 1-) AIlOUIlT PAID DATE NUt1BER TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL IHTEREST. NOTE: To insure proper credit to your account} subMit the upper portion of this form with your tax pay.ent. 42,545.84 1;0.41;7 75 7,911.91- .00 7,911.91- 19 will 00 = 045 = 12 = 15 = .00 .00 .00 .00 .00 (19)= .00 .00 .00 .00 I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 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: Mildred E. Vogelsong Date of Death: January 14.2001 Will No.: 21-02-0398 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, [ report the following with respect to completion ofthe administration ofthe above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. [fthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3.:> [fthe answer to No.1 is yes, state the following: A. Did the personal representative file a final account with the court? "'-,s N ._J ::.:.:::1 --, B. Yes No X '" s=> 1)he separate Orphans' Court No. (if any) for the personal representative's ~count is: , ~ -,. ............ c. Did the personal representative state an account informally to the parties in interest? Yes No X 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. Date: 10J j,.J ~ >M Linus E. Fenicle, Esqufre Reager & Adler, P.C. 2331 Market Street CampHill,PA 17011 (717) 763-1383 Counsel for Personal Representative