HomeMy WebLinkAbout01-0449
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
PETITION FOR GRANT OF LETTERS
Estate of GLENN O. FOGEL SANGER No. ~l- 0 \ - ~
also known as
, Deceased
Social Security No. 184-26-3118
Petitioner(s), who is/are 18 years of age or older, apply)ies) for:
(COMPLETE "A" OR "B" BELOW:)
[J
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut RIX
Decedent, dated DECEMBER 5, 2000 and codicil(s) dates NONE
named in the Last Will of the
State relevant circumstances. e.g., renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
o
B. Grant of Letters of Administration
(c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
I
Name
Relationship
Residence
I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in CUMBERLAND nnsylvania, with his/h~r last family or principal
residence at 1040 MUD LEVEL ROAD SHIPPENSBURG PA 17257
(list street, number and municipality
Decedent, then Fe years of age, died APRIL 19 , 19 ~. at CHAMBERSBURG HOSPITAL
(Location)
Decedent at death owned property with estimated values as follows:
(if domiciled in PA All personal property ......................................... $100,000.00
(if not domiciled in PA Personal property in Pennsylvania .................... $
(if not domiciled in PA Personal property in County.............................. $
Value of real estate in Pennsylvania ........................................................................................ $ 200,000.00
Total ..................................................................................................................... $"00,000.00
Real Estate situated as follows: 1040 MUD LEVEL ROAD, SHIPPENSBURG, PA 17257
Wherefor, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
Typed or printed name and residence
SANDRA E. GOSSERT 1038 MUD LEVEL ROAD SHIP PA
llo '""' ,~ d'1.- I
Oath of Personal Representative
Commonwealth of Pennsylvania
County of REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the
Decedent, Petitioner(s) will well and truly administer t~e estate according Flaw.
Sworn to and affirmed and subscribed -.:01A1fit 12 t ~./~
before me this 7TH day of
~(!. U)l1:W~vLLt::.emif,fYim
ARY C LEWIS ~
[; & M<fl ('-f-)
DECREE OF REGISTER
Deceased
21 - 01 - 449
also known as
Estate of GLENN O. FOGELSANGER
No.
Social Security No: 184-26-3118 Date of Death: APRIL 19,2001
AND NOW, MA Y 8, ,~~2001 ,in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters l&l Testamentary 0 of Administration
are hereby granted to SANDRA E. GOSSERT
((e.t.a., d.b.n.e.t.; pendente lite; durante absentia; durante minoriate)
in the above estate and that the instrument(s), if any, dated
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ....................................
Short Certificates(s) ......U,9J
Renunciation......................... .
Extra Pages ( 13) ...............
I.T.R. ......................................
JCP Fee .................................
Inventory ................................
Other ......................................
TOTAL .............................$
$ 445.00
~ (p, fI)~l!j-..~~~.
MARY CLEWIS
$ 30.00
$
$ 29.00
$
$
$ 5.00
$
$
Attorney: HAMIL TON C. DAVIS
1.0. No: 10264
Address: P.O. BOX 40
SHIPPENSBURG
PA 17257
S09.00
Telephone: 717
DATE FILED:
532-5713
MAY R. ?001
Mailed to attorney on 5-8-01
H105.805 REV 9/86
This is to certifY that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
p
7403086
No.
'tv}187
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
~A-JJel~ ~/
,/
Date
I. Glenn O.
AOE ILJ"l8"~y)
BIRTHPLACE lety iWt
SweorFOfeqnCounlfY)
'H.err FilE NUMBfR
~~~a 1:-]:"1 ;~U":NU~~"--=---~~18
PlACE OF DEATH IC~" 0f'lIV tlf>ft . - ...,. ""'Ul:lo... lJfl ott..l ....
HOSPITAL -
,...,....lCJ
'to
1.66
COUNTY Of Df.ArH
=....,\[1
RACE . A~an Indian, fUlIC.... Whit. .-tc
t~~Itv)
MAAtTAL STRUI!I......,.
NeYer MamN. MdllIwed.
[)lwr<*f~"",
,.. Widowed II.
17',~ ___.. Southampton
to. White
SURVIYfNQ SPOuSE
I" .....,~ '1- <T>."1lfw.n MNnfll
1040 Mud Level Road
ILShippensburg, PA 17257
rATHER'S NAME (FII'st. MoOdIe, last)
,..A1fred Fo e1san er
tNfOAMAHT'S NAME (TypMJrint)
a$andra E. Gossert
METHOO OF OtSPOStTION
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MOTHER'S NAME tfll!ll MtckJe. M8Iden Sulnamel
II. Harriett Ocker
INFORMANT'S MAlUM) ADDRESS (SIrMt. Cty/ilwn, SIme. Ztpcme,
~1030 Mud Level Road, Shippensburg, PA 17257
PlACE OF DtSPOSfT1ON. NerM of Cemetefy, CfematOty LOCRlON. c~. s..... Zip Code
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Cumberland
ASON ACTtHQ AS SUCH
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LAST WILL AND TESTAMENT
I, GLENN O. FOGELSANGER, of Southampton Township, Cumberland
County, Pennsylvania, declare this to be my Last Will and
Testament and revoke any Will or Codicil previously made by me.
ITEM I:
I direct that all my just debts (except as may be
barred by a Statute of Limitations) and my funeral expenses
(including my gravemarker and expenses of my last illness) shall
be paid from my residuary estate as soon as practicable after my
decease as a part of the administration of my estate.
ITEM II: I bequeath those articles of my household furniture
and furnishings and those articles of my personal effects and
personal property as set forth in a separate memorandum (which is
signed by me, dated and makes specific reference to this Will and
memorandum, which I shall place with my Will or deposit with my
attorney), to the persons therein designated.
ITEM III: I give and bequeath the following sums of money to
each of the following of my grandchildren who survives me:
a.
b.
c.
$ 100,000.00
$ 100,000.00
$ 100,000.00
to John o. Gossert, IV
to Kathleen E. Gossert
to Glenn M. Gossert
The share for any Grandchild who shall not have attained the age
of twenty-five (25) years shall be held by my Trustees hereinafter
-17~~
1
named, in a separate trust, to be administered and distributed in
accordance with the provisions hereinafter set forth:
A. My Trustee shall accumulate the net income and expend and
apply so much of the net income, accumulated income, and principal
of the trust as Trustee in the Trustee's discretion deems
advisable to or for the benefit of such Grandchild for the
support, education and health of such Grandchild and for the
protection and preservation of his or her property until such
Grandchild attains the age of eighteen (18) years.
B. Upon such Grandchild's attaining the age of eighteen (18)
years, my Trustee shall distribute the net income of such
Grandchild's trust to him or her or for his or her benefit and so
much of the principal as Trustee in Trustee's discretion deems
advisable for the support, education and health of such Grandchild
and for the protection and preservation of his or her property
shall be distributed to such Grandchild or for his or her benefit.
Such Grandchild shall be entitled during his or her lifetime, to
wi thdraw sums of principal from his or her trust in accordance
with the following formula:
1. At any time after attaining the age of twenty-one
(21) years and prior to attaining the age of twenty-five (25)
years, such sums as shall not exceed one-half (1/2) of the
market value of the principal as constituted on his or her
J/.c9.;7
2
twenty-first (21st) birthday or on the creation of his or her
separate trust, whichever shall last occur;
2. At any time after attaining the age of twenty-five
(25) years, any and all principal remaining.
3. Upon the death of any Grandchild, his or her trust
shall terminate and the then remaining principal shall be
distributed, per stirpes, to his or her then living issue,
or, if there shall be no such issue, to my then living
grandchildren, in equal shares, per stirpes.
ITEM IV:
I devise and bequeath all the residue of my estate
of every nature and wherever situate to my daughter, Sandra E.
Gossert, providing she shall survive me by thirty (30) days.
ITEM V:
Should my daughter, Sandra E. Gossert, predecease me
or die on or before the thirtieth (30th) day following my death
but leaving descendants who so survive me, such descendants shall
receive, per stirpes, the share that she would have received had
she so survived me; provided, however, that the share for any
person who has not attained the age of twenty-five (25) years
shall be held in Trust pursuant to the provisions in ITEM III,
above.
ITEM VI: If any property passes outright (either under this
Will or otherwise) to a minor (which shall be defined as anyone
under twenty-one (21) years of age) and with respect to which I am
-AI.CP: ~
3
authorized to
appoint
a guardian and have
not
otherwise
specifically done so, I decline to appoint a guardian but instead
authorize my Executor to distribute such property to a Custodian
selected by my Executor (and my Executor may act as such
Custodian) as Custodian for the minor under the Pennsylvania
Uniform Transfers to Minors Act.
Provided, however, that this
appointment shall not supersede the right of any fiduciary to
distribute a share where possible to the minor or to another for
the minor's benefit.
ITEM VII:
I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as
part of the expenses of the administration of my estate.
ITEM VIII:
I appoint my daughter, Sandra E. Gossert,
Executrix of this my Last Will.
Should she fail to qualify or
cease to act as Executrix,
I appoint John o. Gossert, Executor of
this my Last Will.
ITEM IX:
I appoint my daughter, Sandra E. Gossert, Trustee
of any trusts created by this my Last Will.
She should fail to
qualify or cease to act as Trustee, I appoint Hamilton C. Davis,
my attorney, Trustee of this my Last Will.
ITEM X:
I direct that my Executrix and Custodian or their
successors shall not be required to give bond for the faithful
~~7
4
performance of their duties in any jurisdiction.
ITEM XI:
My individual fiduciary shall be entitled to
reasonable compensation for his or her services rendered from time
to time and/or to reimbursement of out of pocket expenses.
ITEM
XII:
Any fiduciary under this Will shall have the
following powers in addition to those vested in them by law and by
other provisions of my Will applicable to all property whether
principal
or
income,
including
property
held
for
minors,
exercisable without Court approval, and effective until actual
distribution of all property:
A.
General Management and Investment Powers.
The
Executor and Trustee shall have full power and authority to
manage and control the estate and trust estate, to borrow
money from any source (including the power to borrow from a
Trustee or any affiliate of a Trustee) and to sell, exchange,
lease,
grant
options,
rent,
mortgage,
pledge,
assign,
transfer or otherwise dispose of or encumber (including sales
to a Trustee) all or any part of the trust estate (for terms
extending beyond the termination of the estate or trust
estate or otherwise), upon such terms and conditions as the
Executor or Trustee may see fit. The Executor or Trustee may
invest and reinvest all or any part of the trust estate in
such stocks, cornmon and preferred (including the corporate
5
4:6' q'
-If lP.:t
stock of any corporate Trustee, or any of its affiliates),
debentures, shares or participations in any common or mutual
fund, interests in any general, limited, or limited liability
partnership or in any limited liability company, bonds,
notes, repurchase agreements and deposit accounts of any kind
from or in any bank (including any corporate Trustee, or any
of its affiliates), savings and loan association or other
financial institution or brokerage firm, stock options and
warrants, securities or other property, real or personal,
wi thin or without the State of Pennsylvania, domestic or
foreign, whether or not of the class or kind now or hereafter
ordinarily approved or held to be lawful for the investment
of estate or trust funds, as the Executor or Trustee may, in
the Executor's or Trustee's discretion, select.
The Trustee
may make and change such investments from time to time
according to the Trustee's discretion, and the Trustee may
continue to hold any stocks, securities or other property
received by the Trustee hereunder without any duty of
diversification.
The Executor or Trustee may determine
whether any money or other property coming
into the
Executor's or Trustee's hands, concerning which there may be
reasonable doubt, shall be considered as a part of the
principal or income of the trust estate, and may apportion
6
between such principal and income any loss or expenditure in
connection with the trust estate as to the Trustee may seem
equitable, taking account of all present and future interests
in the trust estate.
The Trustee shall not be obligated to
amortize premiums for trust securities out of income nor make
additions to income because of the purchase of securities at
a discount.
The Trustee may exercise all options and all
conversion,
subscription,
voting
and
other
rights
of
whatsoever nature held by or pertaining to any property,
including securities
of the
corporate Trustee
or any
affiliate thereof, held by the trust estate.
Any corporate
Trustee shall not disclose the name, address, or share
position of the beneficial owner(s) of registered securities
held by the corporate Trustee or its nominees unless the
beneficial owner(s) request otherwise in writing.
It is the
intention of the Testator that the Trustee shall have the
authority to invest in such ways as
shall gi ve due
consideration for the theories of total return investing,
modern portfolio theory, and the theory of risk and return.
Accordingly, the Trustee is authorized to invest in any type
of investment which plays an appropriate role in achieving
the investment goals of the Trust, which investment shall be
considered as part of the total portfolio.
It is my specific
11 C94
, .
7
direction that no category or type of investment shall be
prohibited.
I specifically do not wish to limit the universe
of Trust investments in any way other than is dictated by the
Trustee's exercise of reasonable care, skill, and caution.
In connection with the Trustee's investment and management
decisions with respect to this Trust,
the Trustee is
specifically entitled to take in account general economic
condi tions, the possible effect of inflation or deflation,
the expected tax consequences of investment decisions or
strategies, the role which each investment or course of
action may play within the overall trust portfolio which may
include
financial
assets,
interests
in
closely
held
enterprises, tangible and intangible personal property, and
real property; the expected total return from income and the
appreciation
of
capital;
other
resources
of
the
beneficiaries; the needs for liquidity; regularity of income
and preservation or appreciation of capital; and the asset's
special relationship or special value,
if any,
to the
purposes of the Trust or to one or more of the beneficiaries.
Nor shall my Trustee be limited to anyone investment
strategy or theory, including modern portfolio theory, the
efficient markets theory or otherwise, but shall be free to
consider any appropriate investment strategy or theory under
8
~(J>7
all the circumstances.
The Trustee may delegate investment
and management functions which a prudent person of comparable
skills would properly delegate under the circumstances.
Should the Trustee delegate such function, the Trustee shall
exercise reasonable care, skill and caution in selecting an
agent, establishing the scope and terms of the delegation
consistent with the purposes and terms of the Trust, and
periodically reviewing the agent's actions in order to
monitor performance and compliance with the terms of the
delegation.
Should such delegation occur as set forth above,
the Trustee who complies with the requirements for delegation
shall not be liable to the beneficiaries or to the Trusts for
the decisions and actions of the agent to which the function
was delegated, but by accepting the delegation of a Trust
function by the Trustee of this Trust, the agent submits to
the jurisdiction of the courts of this state.
B. To allocate receipts and expenses to principal or
income or partly to each as they from time to time think
proper.
C. To compromise any claim or controversy.
D. To distribute in cash or in kind or partly in each.
9
-4 0_ r;(
E. To hold property in their names without designation
of any fiduciary capacity or in the name of a nominee or
unregistered.
F. If there is no corporate fiduciary acting hereunder,
my fiduciary may designate a corporation (regardless of where
organized or headquartered) with fiduciary powers to act as
agent or custodian hereunder, may delegate to it such duties
as may be appropriate (including investment recommendation
duties), may pay to it reasonable compensation for its
services, and may discharge it with or without cause.
G. To treat the entire trust estate as a common fund
for the purpose of investment, notwithstanding any provision
herein for division thereof into shares or separate trusts.
H. Should the principal of any trust herein provided
for be or become so small that, in the Trustee's discretion,
establishment or continuance of trust is inadvisable, my
Trustee or my personal representative may make immediate
distribution of the then
remaining principal
and any
accumulated or undistributed income outright to the person or
persons then entitled to income and in the proportions they
are then entitled to such income.
If any such person is then
a minor, distribution may be made to that person's guardian,
or to a person selected by the trustee to be custodian for
10
J/ 1.7
such person until the age of twenty-one (21) years under the
Pennsylvania Uniform Transfers to Minors Act.
I. To continue the operation of any business in which I
may be interested or engaged at the time of my death
(regardless
of the
form or organization of any such
business), which business or an interest in which shall be
received by my fiduciary.
This authorization shall include
the right to change the form of any such business by the
reorganization or incorporation thereof, or the formation of
a general or limited partnership with respect thereto, and
shall also include the right to invest in any such business
including the right to invest in any business the property of
any trust hereunder for such periods of time and upon such
terms and conditions as my fiduciary shall deem advisable.
No fiduciary shall be liable for any loss resulting from
continuing any such business, but my fiduciary may, in my
fiduciary's
discretion,
sell,
liquidate
or
otherwise
discontinue any such business at such time or upon such terms
and conditions as my fiduciary shall deem advisable.
K. If there are co-fiduciaries serving hereunder, they
may
delegate
any
and
all
management
duties
and
responsibilities to one of them.
My co-fiduciaries may, for
example, designate one of them to maintain a bank account or
11
;/!~
accounts, and in that instance the signature of only that
fiduciary shall be required to open and maintain such
account, to deposit funds to such account and to write checks
on such account.
Other than as specified herein, the
authority of my co-fiduciaries shall be exercisable jointly
and severally.
ITEM
XIII:
The interests of the beneficiaries hereunder
shall not be
subject to anticipation or to voluntary or
involuntary alienation.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this
.~ /p. .7
12
my Last Will and Testament, written on fourteen (14) sheets of
The preceding instrument, consisting of this and thirteen
(13) other typewritten pages, each identified by the signature or
initials of the Testator, was on the day and date thereof signed,
published and declared by the Testator therein named, as and for
his Last Will, in the presence of us, who, at his request, in his
presence, and in the presence of each other have subscribed our
names as witnesses hereto.
~tflv-
Ji1~Cj).~
paper, dated this
si.
day of
j)e.<:~ l,V\.
"
, 2000.
~ t!)j{~,(SEAL)
GLENN O. FOGELS GER -
residing at
;t/{M/~l 'II( ~
residing at
))Mlft,!e, t4-
./
13
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
I, GLENN O. FOGELSANGER, the Testator whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Will; and that I signed it willingly and
a8 my free and voluntary act for the purposes therein expressed.
~..~~EAL)
, GLENN O. 0 SANGE
S~orn to or affirmed and acknowledged
before me by D If~ o. FO~Q?!Y, the
Testator, this d of
J';econbf' y- , 2000.
Notarial Seal
. Nichole J. Kellert, Notary Public
Sh.ppensburg Boro, CUmberland County
My Commission Expires Aug. 18, 2003
ry Public
OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
We, H,fM; If"" (-]) (.hIt.1 and -.JA hS6u.V1 'P. ~"D
the witnesses whose names are signed to the attached instrument,
being duly qualified according to law, do depose and say that we
were present and saw the Testator sign and execute the instrument
as his Last Will; that the Testator signed willingly and executed
it as his free and voluntary act for the purposes therein
expressed; that each subscribing witness in the hearing and sight
of the Testator signed the Last Will as a witness; and that to the
best of our knowledge the Testator was at the time eighteen (18)
or more years of age and of sound mind and under co straint or
undue influence.
Sworn to or affirmed
before me by
("$
. Notarial Seal
Sh' Nlchole J. Kellert, Notary Public
'ppensburg Boro CUmberland
My CommiSSion Expires Aug. 18~~O~
14
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CERTTFTCA TTON OF NOTTCE UNDER RUT ,E 5.6(a)
Name of Decedent: Glenn 0 Fogelsanger
Date of Death: April 19, 2001
Will No.: 21-01-0449
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a)
of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-
captioned estate on June 11 , 2001
Name Address
Sandra R Gossert, 1010 Mud I,evel Road, Shippenshurg, P A
Sandra R GosseTt, as Trustee for Glenn M GosseTt 1010 Mud I,evel Road, Shippenshurg, P A
Sandra R GosseTt, as Trustee for John 0 Gossert, IV 1010 Mud I,evel Road, Shippenshurg, P A
Sandra R Gossert, as Trustee for Kathleen R Gossert 1010 Mud I,evel Road, Shippenshure, P A
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None
#(1J-'
Date:
6/22/01
Signature
Name: Hamilton C Davis, Rsq
Address: POBox 40
Shippenshurg, PAl 7257
Telephone: 717-512-5711
Capacity: _ personal representative
~ counsel for personal
representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17 128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DAVIS HAMILTON C
POBOX 040
SHIPPENSBURG, PA 17257-0040
___u___ fold
ESTATE INFORMATION: SSN: 184-26-3118
FILE NUMBER: 21-2001- 0449
DECEDENT NAME: FOGELSANGER GLENN 0
DATE OF PAYMENT: 07/20/2001
POSTMARK DATE: 07/19/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 04/19/2001
NO. CD 000071
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $42,812.40
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$42,812.40
REMARKS: HAMILTON DAVIS ESQUIRE
CHECK# 117
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
LAW OFFICES OF
ZULLINGER - DAVIS
PROFESSIONAL CORPORATION
JOEL R. ZULLINGER
14 North Main Street
Suite 200
Chambersburg, P A 17201
717-264-6029
Fax: 717-264-1884
zulngrlaw@supemet.com
Dale F. Shughart, Jr.
of counsel
HAMIL TON C. DAVIS
20 East Burd Street, Suite 6
P.O. Box 40
Shippensburg, P A 17257
717-532-5713
Fax: 717-530-5222
davislaw@supemet.com
July 19,2001
Register of Wills
Cumberland County
One Courthouse Square
Carlisle, P A 17013
RE: Estate of Glenn O. Fogelsanger
Est. No. 2001 00449 21-01-0449
Dear Sir or Madam:
Enclosed herewith please find an inheritance tax payment in the amount of Forty-Two
Thousand Eight Hundred twelve and 40/100 ($42,812.40), as payment at discount of the above
estate. Since the discount is due 7/19/00, this payment is timely filed with a postmark of the same.
If there are any questions or concerns, please contact me at the Shippensburg office. Thank
you.
Sincerely,
~f.J'
Hamilton C. Davis
for Zullinger - Davis
Professional Corporation
.----
HCD/njk
Enclosure
G1uDI-4'+~
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY PENNSYLVANIA
ORPHANS COURT DIVISION
IN RE: TRUST UNDER WILL
OF GLENN O. FOGELSANGER
Late of SOUTHAMPTON TOWNSHIP
CUMBERLAND COUNTY, P A, deceased
Orphans Court Docket
Page
DISCLAIMER AND RENUNCIATION
I, JOHN O. GOSSERT, IV, hereby exercise the rights granted to me in Chapter
62 of the Probate, Estates and Fiduciaries Code, 20 PA C.S.A., Section 6201-6207, and in
Section 6103 of the Probate, Estates, and Fiduciaries Code, (20 PA C.S.A. Section
6103), and I hereby disclaim and renounce all my right, title and interest in the following:
1. My right to receive the net income of my trust as provided for in ITEM III:B
of the will of GLENN O. FOGELSANGER, dated December 5, 2000.
2. My rights of withdrawal of principal from my trust (at ages 21 and 25) as
provided for in ITEM III:B.1. and 2. of the aforesaid will dated December 5, 2000.
IN WITNESS WHEREOF AND INTENDING TO BE LEGALLY BOUND
HEREBY, and intending that this disclaimer and renunciation shall be filed of record in
the Office of the Clerk of the Orphans Court Division of the Court of Common Pleas of
Cumberland County and delivered to the Trustees of the above referenced Trust, as
provided in 20 PA C.S.A. Section 6204(a), and 20 PA C.S.A. Section 6103(c), I
hereunto set my hand this ,1 !y,1f\ day of ~ nile.. r,-/ ' 2002.
~ ~-A-.~JJt;
ohnO. Gossert, IV
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRIS8URG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HAMILTON C DAVIS ESQUIRE
P 0 BOX 040
20 E BURD STREET SUITE 6
SHIPPENSBURG, PA 17257-0040
u______ fold
ESTATE INFORMATION: SSN: 184-26-3118
FILE NUMBER: 21-2001- 0449
DECEDENT NAME: FOGELSANGER GLENN 0
DATE OF PAYMENT: 01/22/2002
POSTMARK DATE: 01/18/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 04/19/2001
NO. CD 000773
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $174.48
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$174.48
REMARKS: SANDRA E GOSSERT
C/O HAMILTON C DAVIS ESQUIRE
CHECK#152
SEAL
INITIALS: CW
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
LAW OFFICES OF
ZULLINGER - DAVIS
PROFESSIONAL CORPORA nON
JOEL R. ZULLINGER
14 North Main Street
Suite 200
Chambersburg, P A 17201
717-264-6029
Fax: 717-264-1884
zulngrlaw@supernet.com
Dale F. Shughart, Jr.
of counsel
HAMILTON c. DAVIS
20 East Burd Street, Suite 6
P.O. Box 40
Shippensburg, P A 17257
717-532-5713
Fax: 717-530-5222
davislaw@supernet.com
January 17,2002
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
RE: Estate of Glenn o. Fogelsanger
Est. No. 21-01-0449
Dear Sir or Madam:
Enclosed herewith please find inheritance tax return for the above referenced estate, in
duplicate, and the additional payment in the amount of One Hundred Seventy-Four Dollars and
48/100 ($174.48), as payment on account of the above estate.
Sincerely,
~JL
. ' """',"-'
.. # \",,-~
'~ . ;; ~
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IT""
Hamilton C. Davis ,'"
for Zullinger - Davis
Professional Corporation
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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,FILE NUMBER ' u_
2l 01 00449
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT,280501
HARRISBURG. PA 17128-0501
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
'Fogelsanger, Glenn O.
-DATE OF DEATH (MM-DD-YEAR)' - OATE-OF'SIRTH-(MM:OD-YEARj
COUNTY CODE YEAR
SQCIAlSECURITY NUMBER
184-26-3118
NUMBER
w
... $ II) 0 X 4. Limited Estate 0 X 4a. Future Interest Comprom'lse (date 01 death
0: a:::.:: after 12-12-8Z}
w~o
cr ~ 9 0 X 6. Decedent Died Testate (Attad1 copy 0 X 7. Decedent Maintained a Living Trust (Attach
0.. to of Will) copy of Trusl)
~ lOX 9. litigation Proceeds Received 0 X 10. Spousal Poverty Credit (date of death between 0 X11.Election to tax under Sec. 9113(A) (Attach Sch 0)
I 12-31-91 and 1-1-95)
- -1iHrs SECTioifMUST BE COMPt.eTI!D:ALL cOfiRESPONDENCE AND COtlfloENTIAL TAX INFoRMATION SHOULD BE DIREcTeD TO: --
NAME ICOMPLETE MAIUNG ADDRESS
1 Hamilton C. DavIS
r'iRMNAME(ifapPlicabI9) 20 East Burd Street, Suite 6
Zullinger - Davis P,O, Box 40
,iLEPHONE'NUMBER -- .---. Shippensburg, PA 17257
! 717/532-5713
: 04/191200 I
: 07/29/1934
THIS RETURN MUST BE FllEO IN DUPLICATE WITH THE
REGISTER OF WILLS
56clACSECURITv NUMBER ,-
--0 x:f' Remainder-Re!urh(dateoldeatlipriorfu 12=f:.1-82)--
o X5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
--- ----.------..--'
:::----~ 350:00_0i.~~1'- --~
(3) NoneCr ,-
________, uJ'
OFFICIAL USE ONLY
:oS1
(rl Q
-(IF-APPLICABLE" SURVIVING SP6USE'SNAMETLAsT;-F-iRST'ANb MU)OLE INitiAL)
in/a,
u -- "--aif"x f Original Return
o X 2. Supplemental Return
(4)
(5)
(6)
(7)
219,108,63
--,~-------- - -----
365,238,73
------ --
10,000,00
---",----- --- ------ ----
124,182.39 :;:
<--
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1. Real Estate (Schedule A)
2. Slacks and Bonds (Schedule B)
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3
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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
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & AdmInistrative Costs (Schedule H)
N
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b
(8)
1,068,536,58
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. T olal Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(9)
(10)
60,645,20
~---,---' ---
2,554.43
(11)
63,199,63
(12)
1,005,336,95
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not
been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
. T- --- .--- u__ ___' .___u -------..-------- --.-.---- . - ----.--.--
I SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Une 14 taxable at the spousal tax rate,
or transfers under See, 9116(0)(1.2)
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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
(13)
(14)
1,005,336,95
x .00
(15)
1,005,336.95 x .045
(16)
45,240,16
x .12
(17)
x .15
(18)
(19)
45,240,16
20, 0
,CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
,.~-~-~~
>> BE SUR~ TO ANSWER ALL Qu~STlDNS Of< REVE;RSE SID~ AND RECHECK MATH << ----c--"
-~-"'-_.,'--'-----'-;
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
ST\<EET ADDRESS
1040 Mud Level Road
cIty
Shippensburg
----I ._m__n_ ....---.--".--
. STATE PA
ZIP-17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
45,240.16
U42,8T2.40-
L;25US-
Total Credits (A + 8 + C)
(2)
45,065.68
3. InteresVPenarty if applicable
O. Interest
E. Penalty
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPA YMEHT. (4)
Check box on Page 1 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. (5)
A. Enter the interest on the tax due. (SA)
8. Enter the total of Line 5 + 5A. This is the 8ALANCE DUE. (58)
0.00
174.48
174.48
Make Check Payable 10: REGISTER OF WILLS, AGENT
1. Did decedent make a transfer and:
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; or........ ...............
d. receive the promise for life of either payments, benefits or care? .....m.......
2. If death occurred after December 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. Old decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?. ...................
IF THE ANSWER TO ANY OF THE A80VE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Undar "analtia-s'of pe~ury--:Tdeclare thai f have examined this return, including acCompanying SChedu19s'andStatements.-ar.a to the best 01 my knclwleage-iridbeiief, ItTstrue:- correct
and complete~'-
Oecl~~tion ~fJ'reparer othe~ than ~~erson~1 repres~ntat~_~dIS base~ _~~~ormation _~ whlc~p~!p~~~ ~S any_'mowledg~.__ _ _ _ _____ ___ ____~___ ___ ___.
SIG TURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE -.-
.l"~R FIllOORET\JR~- __AODREss_~gfgp~~gu~;;~!~~d25~_____._ --4L2/.4a.---
Yes No
0 ~
0 ~
0 ~
0 ~
0 ~
0 ~
~ 0
,
-AODREgs-----.------- ---.-~--------
20 East Burd Street, Suite 6
P.O. Box 40
Shippensburg, P A 17257
--DATE'--'
I
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse Is 3% [72 P.S. 99116 (a) (1.1) (ill
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
(72 P.S. ~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 twenty-one 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% [72 P.S. ~9116 (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 4.5%, except as noted in 72 P.S. ~9116
1.2) [72 P.S. 99116 (aJ (1ll
The tax rate imposed on the net value of transfers to orfor the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
'*
SCHEDULE A
REAL ESTATE
COMMONWEAl. TH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT OEClmENT
--- ------- ----
---"-~
ESTATE OF
Fogelsanger, Glenn O.
FILE NUMBER
I
. 21 - 01 - 00449
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 seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property whictl is jointly-owned with right of survivorship must be disclosed on
schedule F.
ITEM
NUMBER
-I --
DESCRIPTION
-1040 Mud Lever-Road, ShlppeiiSbui:g,-PA Y7zs7--
(per appraisai attached)
VALUE AT DATE
OF DEATH
350,OO()~OO
TOTAL (Also enter on Line 1, Recapitulation)
350,000.00
~t.~~
'~
,.
~
....11We
c1Jf,wr
Thomas S. Mitros CRP ABR
,
Tom@Mitros.com
www.mitros.com
May 8,2001
Sandy Gossert
1030 Mud Level Road
Shippensburg, PA 17257
RE: Appraisal 1040 Mud Level Road
Dear Sandy,
In response to your request, I have inspected the subject property for the purpose of
estimating its Market Value.
Market Value may be defined as the highest price, estimated in temlS of money, which a
property will bring if exposed in the open market by a willing seller, allowing a
reasonable time to find a purchaser who will willingly buy, both having knowledge of all
the uses to which it may be adapted and for which it is capable of being used.
After considering relevant factors pertaining to the property, it is my opinion that its
Market Value as of May 8, 2001 THREE HUNDRED AND FIFTY THOUSAND
DOLLARS ($350,000) for the lot, house, garage, stall barn and machine shed.
Kindly accept my sincere thanks for the privilege of serving you in this matter.
Sincerely,
I
\
,
homas S. Mitros, CRP, ABR
Broker/Appraiser
TSM/tb
WM*" Homefinders
115 East King Street
Shippensburg, Pennsylvania 17257-1360
Phone: (117) 532-6131, Fax: 532-4380
Each OHice Independently Owned and Operated
Identification of Subject Property
The subject property is located in Shippensburg Township, Cumberland County on Mud
Level Road, Shippensburg, Pennsylvania. The subject property is a brick ranch with a
two car garage (24x40) stall barn, machine shed (80x40) and fenced in pasture.
Neighborhood
The subject property is in a rural neighborhood, convenient to P A Turnpike #76 and 1-8 I.
There is no public water or sewer.
Building Description
The house is in excellent condition and has oak floors and trim. It contains three (3)
bedrooms, one and three quarter (I .75) baths, a finished lower level den, 2000 sq ft, 25
acres with two wells, two septic systems and two fireplaces.
Market Approach
In analyzing the Market Approach, sales of comparable properties were obtained from
current court house records and the subject property was compared to each of the sales.
Properties with this particular zoning are most similar; however, physical condition,
location, size and particular usage are too diverse to draw exact comparisons.
Comparable Sales:
Address
1263 Garver Lane
3624 Path Valley
Date Sold
Nov. 2000
Aug. 1997
Sales Price
$325,000
$349,900
Davs on Market
796
468
Expired Listings
4500 Ft Loudon Road
14401 Rocking M Lane
Price
$375,500
$ 225,000
Davs on Market
163
252
Certification
I hereby certify that the subject property has been inspected and the pertinent and factual
data carefully analyzed.
Further, that I have no interest in the subject, financially or otherwise, and that no fee for
services was contingent upon my findings. If you have any questions, please feel free to
call me. Thank you.
Sincerely, _ "~
~-~~~C'
( ...-J
Thomas S. Mitros, CRP, ABR
Broker/Owner
Residential
Metropolitan Regional Information Systems, Inc.
Page: 1
Date: 05/08/01
o~~~~~~~~___~~~~~~~~~___!--is!i~K-q!!!ery~~~~!!~~~~~____"~~~~______--li!1!~:1~:25
1263 GARVER LANE, SCOTLAND, PA 17254 List Price: $325,000
ML$I:: FL2590298 Status: SOLD Own: Fee Simple, Sale Old Map: NA
Cootr Date: 27~NOV.2000 Set Oats: 16-FEB-2001 SoldlRented: $295,000 Subsidy: $0
DOMMlDQMP: 796/796
Ad... Sub: GREENE TOWNSHIP HOA: $000 C/C:
Style: Farm House Type: Detached Tot.1 Taxes: $2,101
Year Built: 1900 Model: LS-SFIAcre: 12414601 28.50
BR: 3 FB: 2 HB: Const: Alum/Steel Siding. Vinyl Siding
I Basement: YES, Partial Park: Garage
H FuellC Fuel: 0111 None wtrlSwr: PublicI Public Sewer
Water FrontMew/Access: N/N/N Dock Conveys: N
L1StlUpd: 23-SEP-1996115-FEB-Z001 listing Co: REIMAX REALTY AGENCY, INC.
R8marks: Age of house is unknown... Second house 00 property is rented..Very nice bank harn...Large
garagelimplement shed...10 to 12 acre fenced pasture...12 to 14 acres workingorchards...Oakcabioetsin
kitchen.. .VVooden floors through out the house...
Directions: I-B1 EXIT #8 TO RIGHT ON #997 , PROPERTY 1/8 OF MILE ON LEFT.
TBM Map: NA
Area: 3
Total Fin SF: 1744
#Lvla: 2 #fpls: 0
Vacation: NO
3624 PATH VALLEY ROAD, FORT LOUDON, PA 17224
MLS#: FL57883C Status: SOLD Own: Fee Simple, Sale
ContrO&te: 12~AUG-1997 Set Date: 04-SEP-1997 SoldlRented: $349,900
DOUPNDOMP: 468 1468
Adv Sub: NONE
Style: ColOnial Type: Detached
Year Built: 1779 Model:
BR: 6 FB: 8 HoB: 1 Const: Stone
Basement: YES. Fun, Unfinished Park: Dr\Wy/Off Str
H FueUe Fuel: Qill None WtrISwr: Weill Other
Woner FronWlltw/Aecess: 1/ Vacation:
lIt1t1Upd: 01-MAY-1996/05-SEP-1997 Listing Co: COLDWEll BA.NKER HOPKINS REAL ESTATE
Remarks: '" FIREPlACES, 6 SUITES W/OWN. BATH, POND: B&B ON WHITETAil LITERATURE; HISTORICAL;
CODE KITCHEN; ALL FURNITURE &' EQUIPMENT, ACREAGE SUBJECT TO SURVEY; POOL HOUSE; SMOKE
HQUSE.-"PATH VALLEY MANOR"
List Price: $349,900
Old Map: Oo-o-oO.PA
Subsidy: $0
HOA: CJC:
Total Taxes; $1,134
LS-SF/Acre: 12806641 29.40
TBM Map: 00
Area: N/A
Total Fin SF: 4500
#Lvla: 2 #Fpls: 4
i RD4 4366 RESERVOIR. GLEN ROCK, PA 17321
'I MLSM: OT200B87C status: EXPIRED
I DOMMIDOMP: 184 1184 Ground Rent: $0
I Adv Sub: HAMETOWN
i Style: Cape Cod Type: Detadled
i Year Built: Model:
I BR: 3 FB: 3 HB: 3 Canst: Brick, Stucco
~ Basement: YES, Full. Unfinished Park: Garage, Drvwy/Off Str
i H FueltC Fuel: Electric ( WtrlSwr: 'Well' Septic
,Water FronWlew/Aecess: 1/ Vacation:
i UstlUpd: 03-JUl-1996104-JAN-1997 Listing Co: LONG. FOSTER REAL ESTATE
: Remarks: OFFER YOU A SPECTACULAR VIEW. HOME OFFERS All THE AMENITIES YOU CAN IMAGINE
i INCLUDING HWFL CERAMIC BATHS ALL APPLI. A FIREPLACE ETC. 12-15ACRES CURRENTLYLEASED
TO OUTSIDE PARTY. SUBDIVISION POSSIBLE. CLEAN + GREEN FOR LOWER TAXES. CALL LA FOR YOUR
Ip
I Directions: LA MUST BE PRESENT FOR ALL SHOWINGS 24HR NOTICE RE NO SIGN. A WONOERFUl 3. BR 3
I ! BA CAPE SET ATOP 29.8
L~~_________J
Own: Fee Simple, Sale
List Price: $'375,000
Old Map: 38E11
HOA: $0.00 C/C: $0
Total Taxes: $2,110
LS-SF/Acre: I 29.80
TBM Map:
Area:
Total Fin SF:
#lvls: #Fpls:
Photo i5 not available
"'--===---=--=-----=--== ';"""--~=-~"'-==--=-=----.,..=.---=-=------=-="'-=-'=-""-====---==-----~----~ --- -----
02000 Metropolitan Regional Information S)'stems, /nc.:
Information is beUeved to be accurate, bllt should not be relied upon without verification.
..... " indicates (Jdditional information al'ailable; see other reports.
*'
SCHEDULE B
STOCKS & BONDS
COMMON'v'IEAl-TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Fogelsanger, Glenn O.
-.-.- --- ..---.---
----- -- - - - - --------- - ----._- --'---..-. --
i FILE NUMBER
21 - 01 - 00449
All property jointly~owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER '
r I RevofViiigFllnd certificate m - .
i Atlantic Breeders Cooperative
,
DESCRIPTION
i UNIT VALUE
L-- ----
VALUE AT DATE
OF DEATH
6.8'f
- .1-
I
TOrAL(Also enter or,TIne2,Recapltulalion)--- -r- -
6.83
*'
COMMONINEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT aECEDENT
ESTATE OF
Fogelsanger, Glenn O.
SCHEDULE D
MORTGAGES & NOTES RECEIVABLE
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
2
DESCRiPTION
MorigagerecolvabIefrom Soller financed sale Offann,seeaitachedcopyof
amoritization schedule evidencing principal balance as of decendants date of death.
Accrued interest on Item 1
I FILE NUMBER
21 - 01 - 00449
VALUE AT DATE
OF DEATH
---218,539~8r
568.80
__~_~________. _..______o______ ___ ____ ___......--_
TOTAL (Also enter on Line 4, Recapitulation) 219,108.63
05/04/2001 Page 1
EICHELBERGER-FOGELSANGER
Compound Period .......: Monthly
Nominal Annual Rate ...: 5.000 %
Effective Annual Rate .. : 5.116 %
Periodic Rate ..............: 0.4167 %
Daily Rate .................. : 0.01370 %
CASH FLOW DATA
Event Start Date Amount Number Period End Date
1 Loan 11/15/1995 300,000.00 1
2 Payment 01/01/1996 2,375.00 179 Monthly 11/01/2010
3 Payment 12/01/2010 3,064.77 1
AMORTIZATION SCHEDULE - Normal Amortization
Date Payment Interest Principal Balance
Loan 11/15/1995 300,000.00
1995 Totals 0.00 0.00 0.00
1 01/01/1996 2,375.00 1,910.27 464.73 299,535.27
2 02/01/1996 2,375.00 1,248.06 1,126.94 298,408.33
3 03/01/1996 2,375.00 1,243.37 1,131.63 297,276.70
4 04/01/1996 2,375.00 1,238.65 1,136.35 296,140.35
5 05/01/1996 2,375.00 1,233.92 1,141.08 294,999.27
6 06/01/1996 2,375.00 1,229.16 1,145.84 293,853.43
7 07/01/1996 2,375.00 1,224.39 1,150.61 292,702.82
8 08/01/1996 2,375.00 1,219.60 1,155.40 291,547.42
9 09/01/1996 2,375.00 1,214.78 1,160.22 290,387.20
10 10/01/1996 2,375.00 1,209.95 1,165.05 289,222.15
11 11/01/1996 2,375.00 1,205.09 1,169.91 288,052.24
12 12/01/1996 2,375.00 1,200.22 1,174.78 286,877.46
1996 Totals 28,500.00 15,377.46 13,122.54
13 01/01/1997 2,375.00 1,195.32 1,179.68 285,697.78
14 02/01/1997 2,375.00 1,190.41 1,184.59 284,513.19
15 03/01/1997 2,375.00 1,185.47 1,189.53 283,323.66
16 04/01/1997 2,375.00 1,180.52 1,194.48 282,129.18
17 05/01/1997 2,375.00 1,175.54 1,199.46 280,929.72
18 06/01/1997 2,375.00 1,170.54 1 ,204.46 279,725.26
19 07/01/1997 2,375.00 1,165.52 1,209.48 278,515.78
20 08/01/1997 2,375.00 1,160.48 1,214.52 277,301.26
21 09/01/1997 2,375.00 1,155.42 1,219.58 276,081.68
22 10/01/1997 2,375.00 1,150.34 1,224.66 274,857.02
23 11/01/1997 2,375.00 1,145.24 1,229.76 273,627.26
24 12/01/1997 2,375.00 1,140.11 1,234.89 272,392.37
1997 Totals 28,500.00 14,014.91 14,485.09
25 01101/1998 2,375.00 1,134.97 1,240.03 271,152.34
26 02/01/1998 2,375.00 1,129.80 1,245.20 269,907.14
27 03/01/1998 2,375.00 1,124.61 1,250.39 268,656.75
05/04/2001 Page 2
EICHELBERGER-FOGELSANGER
Date Payment Interest Principal Balance
28 04/01/1998 2,375.00 1,119.40 1,255.60 267,401.15
29 05/01/1998 2,375.00 1,114.17 1,260.83 266,140.32
30 06/01/1998 2,375.00 1,108.92 1,266.08 264,874.24
31 07/01/1998 2,375.00 1,103.64 1,271.36 263,602.88
32 08/0111998 2,375.00 1,098.35 1,276.65 262,326.23
33 09/01/1998 2,375.00 1,093.03 1,281.97 261,044.26
34 10/01/1998 2,375.00 1,087.68 1,287.32 259,756.94
35 11/01/1996 2,375.00 1,082.32 1,292.68 258,464.26
36 12/01/1998 2,375.00 1,076.93 1,298.07 257,166.19
1998 Totals 28,500.00 13,273.82 15,226.18
37 01/01/1999 2,375.00 1,071.53 1,303.47 255,862.72
38 02/01/1999 2,375.00 1,066.09 1,308.91 254,553.81
39 03/01/1999 2,375.00 1,060.64 1,314.36 253,239.45
40 04/01/1999 2,375.00 1,055.16 1,319.84 251,919.61
41 05/01/1999 2,375.00 1,049.67 1,325.33 250,594.28
42 06/01/1999 2,375.00 1,044.14 1,330.86 249,263.42
43 07/0111999 2,375.00 1,038.60 1,336.40 247,927.02
44 08/01/1999 2,375.00 1 ,033.03 1,341.97 246,585.05
45 09/01/1999 2,375.00 1,027.44 1,347.56 245,237.49
46 10/01/1999 2,375.00 1,021.82 1,353.18 243,884.31
47 11/01/1999 2,375.00 1,016.18 1,358.82 242,525.49
48 12/01/1999 2,375.00 1,010.52 1,364.48 241,161.01
1999 Totals 28,500.00 12,494.82 16,005.18
49 01/01/2000 2,375.00 1,004.84 1,370.16 239,790.85
50 02/01/2000 2,375.00 999.13 1,375.87 238,414.98
51 03/01/2000 2,375.00 993.40 1,381.60 237,033.38
52 04/01/2000 2,375.00 967.64 1,387.36 235,646.02
53 05/01/2000 2,375.00 981.86 1,393.14 234,252.88
54 06/01/2000 2,375.00 976.05 1,398.95 232,853.93
55 07/01/2000 2,375.00 970.22 1,404.78 231,449.15
56 08/01/2000 2,375.00 964.37 1,410.63 230,038.52
57 09/01/2000 2,375.00 956.49 1,416.51 228,622.01
58 10/01/2000 2,375.00 952.59 1,422.41 227,199.60
59 11/01/2000 2,375.00 946.67 1,428.33 225,771.27
60 12/01/2000 2,375.00 940.71 1,434.29 224,336.96
2000 Totals 28,500.00 11,675.97 16,824.03
61 01/01/2001 2,375.00 934.74 1,440.26 222,896.72
62 02/01/2001 2,375.00 928.74 1,446.26 221,450.46
63 03/01/2001 2,375.00 922.71 1,452.29 219,998.17
64 04/01/2001 2,375.00 916.66 1,458.34 218,539.83
65 05/01/2001 2,375.00 910.58 1,464.42 217,075.41
66 06/01/2001 2,375.00 904.48 1,470.52 215,604.89
67 07/01/2001 2,375.00 898.35 1,476.65 214,128.24
68 08/01/2001 2,375.00 892.20 1,482.80 212,645.44
69 09/01/2001 2,375.00 886.02 1 ,488.98 211,156.46
70 10/01/2001 2,375.00 879.82 1,495.18 209,661.28
71 11/01/2001 2,375.00 873.59 1,501.41 208,159.87
72 12/01/2001 2,375.00 867.33 1,507.67 206,652.20
2001 Totals 28,500.00 10,815.22 17,684.78
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESlDENT DECIODENT
- - - --
ESTATE OF
Fogelsanger, Glenn O.
FILE NUMBER
I 21-01-00449
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
f- - Certificateofi)eposit - F&MTrust
See attached statement
DESCRIPTION
VALUE AT DATE
OF DEATH
-- -~-- - 182,58331-
2 Accrued interest on I 4,025.59
3 Certificate of Deposit - Agway Financial Corporation 30,000.00
See attached statement
4 Accrued interest on 3 140.55
5 Certificate of Deposit - Agway Financial Corporation 80,000.00
See attached statement
6 Accrued interest on 5 385.21
7 F&M Trust Checking Account 8,699.50
See attached confirmation
8 Accrued interest on 7 4.89
9 F&M Trust Money Market Account 6,803.94
See attached confirmation
10 Accrued interest on 9 10.68
11 1997 Chevrolet 1500 Pickup Truck 17,440.00
with 31,000 miles
12 1989 Oldsmobile 88 Royale 2,645.00
Sedan with 102,000 miles
13 Tractor - Model 2440 10,000.00
14 Tractor - Model 2355 20,000.00
15 Miscellaneous household goods and furnishings and personal effects 2,500.00
TOTAL (Also enter on Line 5, Recapitulation)
365,238.73
TDDMAIN
Time Deposit Display Main
06/12/01
Acct 014-2563316
Alpha key FOGELGO.01 Product T199
-----------Balances------------
Face amount 170,000.00 Branch
Compound value 182,583.37 Officer
Available ba1
Initial deposit
182,583.37
170,000.00
-----Interest
Rate
Accrued int
Int adjustment
Last int paid
Total penalty
Information------
7.2500%
4,025.59
0.00
6,437.76
0.00
0022
ACTIVE
-------------Dates--------------
00014 Issued 02/22/2000
00014 Maturity 02/22/2005
Opened 02/22/2000
Last int payment 02/22/2001
Next int payment 08/22/2001
Last activity 02/28/2000
Last principal change 00/00/0000
Recalc effective date 02/22/2001
Account Type
TIME ACCOUNT
COMMAND ~~~>
TDDINT
TDDMISC
TDDHIST
TDDHISTMONEY
F2~Retrieve F3~Exit
F6~Toggle
F4~CRFwindow
Take advantage of an excellent investment opportunity... rates as high as 8.75%1
See appli'cationbelow for current rates, terms and multiples.
NEW ADDRESS FOR APPLICATIONS: Agway Financial Corp., Dept. WI075,
PO Box 777, Philadelphia, PA 19175.1075. Toll free II: 1.800.253.6729.
Glenn 0 Fogelsanger
1040 Mud Level Rd
Shippensburg, PA 17257-0000
L -S972 .M
SECURITIES APPLICATION - REINVESTMENT PROGRAM
SECURITIES OFFEREO(EFFECTIVE OS/14/01)
June 2001
00184263118 S
2
8.25% MONEY MARKET CERTIFICATE
(DUE 10/31/16 - $5,000 MULTIPLES)
MONIES ENCLOSED
PEFlSONAl CHECK
NUMBER
OTHER (SPEClfYTYPEj
AMOUNT
ENCLOSED
01
8.00% MONEY MARKET CERTIFICATE
(DUE 10/31/16 - $100 MULTIPLES)
OJ
AFC CHECKS(S)
TOTAL
8.15% MONEY MARKET CERTIFlCATE*
(DUE 10/31/09 - $2,000 MULTIPLES)
*zv
8.50% MONEY MARKET CERTIFlCATE*
(DUE 10/31/05 - $2,000 MULTIPLES)
*Z'V1
DATE
SIGNATURE
AREA GODe PHONE NUMBER
*MUST BE HELD TO MATURITY DATE.
Glenn 0 Fogelsanger
FOR MONEY MARKET CERTIFICATES ONLY:
I REOUEST THAT THE INTEREST EARNED ON THIS NEW INVESTMENT
BE AUTOMATICAllY REINVESTED AS EXPLAINED IN TKI:.
PROSPECTUS
MONEY MARKET
AUTOMATIC
REINVESTMENT
AUTt-tORIZATION
ol.UTHCRIZED SIONol.TUl'l.E
AGWAY FINANCIAL CORPORATION, SUITE 1300,1105 NORTH MARKET STREET. WilMINGTON, DELAWARE 19899
TAXPAYERID. 00184263118 S ACCT. 2 CONTROL NO. 3040 DATE
Cert Shares or Annual
Type Due Date Type of Payment Dollars Rate
FM 10/2008 Interest Payment $30,000.00 9.00000
OE 10/2015 Interest Payment $80,000.00 9.25000
Total Check $841.66 =
6/1/01
Amount
$225.00*
$616.66*
$841.66
rHIS PAYMENT IS REPORTABLE ON YOUR TAX RETURN FOR THE CALENDAR YEAR 2001.
211101J
DETACH AND SAVE - THIS IS YOUR RECORD
ASTEF(/~L( n - INDICATES SEMI-ANNUAL OR PRO RATA COMPUTATION
972-859407
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CHAMBERSBURG
BOILING SPRINGS 0022 0014 3211 Y
MARION
MONT ALTO
NEWVILLE
SHIPPENSBURG STATEMENT OF ACCOUNTS
WAYNESBORO 33-83164 )(
CARLISLE
STATEMENT PERIOO
FROM THROUGH
4-09-01 5-07-01 0
PAGE 1 OF 2
GLENN 0 FOGELSANGER
1040 MUO LEVEL RD
SHIPPENSBURG PA 17257-9781 7 ENCLOSURES
5
1...111."1..1.1.1.1,1..,11,'..1".11,,),,,,11,,11,'
ACCOUNT: 33-83164
FREEDOM PREMIER
PREVIOUS DEPOSITS/
STATEMENT BALANCE CREDITS 1
9,788.59 7.71
CHECKS/
DEBITS 8
1,096.80
ENDING
BALANCE
8,699.50
SERVICE
FEES
.00
INTEREST PAID THIS YEAR
ACCOUNT/INTEREST INFORMATION
61. 40
. INDICATES SKIP IN CHECK NUMBERS
DEPOSITS/ CHECKS/
DATE ACTIVITY DESCRIPTION REFERENCE CREDITS DEBITS
04-09
04-10
05-07
04-16
04-10
04-10
05-03
04-19
04-20
04-17
05-07
...
BALANCE
DATE
BEGINNING BALANCE
UNITED AMERICAN
INS. PREM
5743936451 0401
INTEREST CREDIT
CHECK
CHECK
CHECK
CHECK
CHECK
CHECK
CHECK
ENDING BALANCE
9,788.59
9,474.24
9,230.44
9,106.44
9,071. 79
8,771. 79
8,691. 79
8,699.50
04-09
04-10
04-16
04-17
04-19
04-20
05-03
05-07
00077900000
103.00
7.71
243.80
65.35
146.00
80.00
34.65
300.00
124.00
210
21:1
212
213
214
215
216
00102305598
00601405688
00202807447
00101904380
00501003061
.00100300554
00101503324
8,699.50
05-07
ANNUAL PERCENTAGE YIELD EARNED DISCLOSURE FROM
ANNUAL PERCENTAGE YIELD EARNED
AVERAGE DAILY COLLECTED BALANCE
INTEREST EARNED
4-09-01 THROUGH
1. 09"
8,987.63
7.71
5-07-01 ...
FROM 4-09-01 THROUGH 5-07-01
8,987.63 AVERAGE COLLECTED BALANCE
8,691.79 MINIMUM COLLECTED BALANCE
SERVICE FEE BALANCE INFORMATION
AVERAGE LEDGER BALANCE
MINIMUM LEDGER BALANCE
8,987.63
8,691.79
MAKE ALL OF YOUR MONEY COUNT WITH AN F&M TRUST
FREEDOM ACCOUNT. OUR FREEDOM ACCOUNTS OFFER BENEFITS
AND DISCOUNTS ON YOUR BANKING SERVICES BASED UPON YOUR
ACCOUNT RELATIONSHIP AT F&M TRUST. YOU'LL FIND WAYS TO
PAY LESS, EARN A HIGHER RETURN, AND MORE. VISIT THE
NEAREST F&M TRUST COMMUNITY OFFICE FOR MORE DETAILS.
***********************************************************************************
DIRECT FARMERS & MERCHANTS TRUST CO
INQUIRIES TO: SHIPPENSBURG OFFICE 13 SHIPPENSBURG SHOPPING CTR
SHIPPENSBURG PA 17257
TELEPHONE: 717-530-2100 OR 717-530-2101
CHAMBERSBURG
F8M BOILING SPRINGS 0022 0014 4120 y
MARION
MONT ALTO
NEWVILLE
SHIPPENSBURG STATEMENT OF ACCOUNTS
TRUST WAYNESBORO 70-53630
CARLISLE X
STATEMENT PERIOD
FROM THROUGH
4-09-01 5-07-01 0
PAGE 1 OF 1
GLENN 0 FOGELSANGER
1040 MUD LEVEL RD
SHIPPENSBURG PA 17257-97B1 0 ENCLOSURES
5
'",111,"1,,1,1,1,1,1",11,1"1,"11"111,,111111,1
MONEY MANAGEMENT ACCOUNT
PREVIOUS DEPOSITS/ CHECKS/
STATEMENT BALANCE CREDITS 1 DEBITS
6,787.07 16.87
ACCOUNT: 70-53630
o
.00
SERV:rCE
FEES
.00
ENDING
BALANCE
6,803.94
INTEREST PAID THIS YEAR
ACCOUNT/INTEREST INFORMATION
113 . 43
* INDICATES SKIP IN CHECK NUMBERS
DEPOSITS/ CHECKS/
DATE ACTIVITY DESCRIPTION REFERENCE CREDITS DEBITS
04-09 8EGINNING BALANCE
05-07 INTEREST CREDIT
05-07 ENDING BALANCE
BALANCE
DATE
16.87
6,787.07
6,803.94
6,803.94
04-09
05-07
05-07
***
ANNUAL PERCENTAGE YIELD EARNED DISCLOSURE FROM
ANNUAL PERCENTAGE YIELD EARNED
AVERAGE DAILY COLLECTED BALANCE
INTEREST EARNED
4-09-01 THROUGH
3.17%
6,787.07
16.87
5-07-01 ***
SERVICE FEE BALANCE INFORMATION
AVERAGE LEDGER BALANCE
MINIMUM LEDGER BALANCE
FROM 4-09-01 THROUGH 5-07-01
6,787.07 AVERAGE COLLECTED 8ALANCE
6,787.07 MINIMUM COLLECTED BALANCE
6,787.07
6,787.07
MAKE ALL OF YOUR MONEY COUNT WITH AN F&M TRUST
FREEDOM ACCOUNT. OUR FREEDOM ACCOUNTS OFFER BENEFITS
AND DISCOUNTS ON YOUR BANKING SERVICES BASED UPON YOUR
ACCOUNT RELATIONSHIP AT F&M TRUST. YOU'LL FIND WAYS TO
PAY LESS, EARN A HIGHER RETURN, AND MORE. VISIT THE
NEAREST F&M TRUST COMMUNITY OFFICE FOR MORE DETAILS.
DIRECT FARMERS & MERCHANTS TRUST CO
INQUIRIES TO: SHIPPENSBURG OFFICE 13 SHIPPENSBURG SHOPPING CTR
SHIPPENSBURG PA 17257
TELEPHONE: 717-530-2100 OR 717-530-2101
Kelley Blue Buuk Used CaJ V alUt~s
http://www.khb.l.:om/khfki.dJlIkw .kc.ur?pse ...7 ;Chevro let; 1997%201500%20Pid::up&5 :CT:P
. ,,_ney lUlU! BHk
ktlb. tom - i}yidnq thit ('.Hr C;'i/${
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N<';;~',(".~
AuTo BUYING CENTER
Pennsylvania. May 8, 2001 '
1997 Chevrolet 1500 Pickup Long Bed
A~:u-::t~N-'r ~"ttm
III'.....
,.'.... .:....,.. ..........~ ..
:........'.:.:.' '"
. , .
........ . .
. "',;:':';;:;~' n... .
t4%iM ~r ~rk:itt:S1
Engine: V8 5.0 Liter
Trans: Automatic
Drive: 4 Wheel Drive
Mileage: 40,000
Equipment
Silverado AM/FM Stereo
Air Conditioning Cassette
Power Steering Dual Air Bags
Power Windows ABS (4-Wheel)
Power Door Locks Power Seat
Running Boards
Bed Liner
Towing Pkg
Retail Value
$17,440
Suggested retail represents the price a dealership might ask
for this make and model vehicle. This represents a fully
reconditioned vehicle in excellent condition with a clean tille
history. This retail price is not a trade-in or private-party value,
but rather assumes that a dealer has absorbed the cost of
making the vehicle ready for sale, reconditioning, advertising,
sales commissions, arranging for financing and insurance and
standing behind the vehicle for any mechanical or safety
problems. Many late model vehicles at this price have passed
an inspection program or carry a warranty. Actual dealer
selling price may vary from this price.
~,,,,,,,,":'-'-'''m:,,,.,:,,,-,,,,,,,,.,:,._,,,,-,-,,,,.~.,,,,,~,,,,,,,,.,,,~,,,,,,,,,,,,,,,,=:-,-,,,,,,,._",-.'''''';'-.",,,',,.,.,,.,.,.,,.,.,,,:-:o-:.-co-''''''''''''''''''''''
Copyright@2001 by Kelley Blue Book Co., All Rights Reserved. May-Jun 2001
Edition. The information in this report was printed from the Kelley Blue Book
Web site (www.kbb.com) and is intended for the personal use of the customer
only and may not be sold or transmitted to another party. We assume no
responsibility for errors or omissions.
] of!
5/8/0] 12:50 p~
Kelley Blue Book: Used Car VRlues
http://www.kbb.L:om/khlki.dll1kw.kl.;.m.?pse. ..683&;r&277 ;Oldsmobile; 1989%2088& 13:0 L: E
K-eUey iUfihok
f:,,;/ 'fill!
AUTO BUYING CmER
ii.0h. ;;orn - j;:Jidinq the C~t t:Uff{
.,;,;......-..-.:..."..-.:.,.-...........................'-..............,..'..,.. -.
Pennsylvania. May 6, 2001
1989 Oldsmobile 88 Royale Sedan 40
AMt~lhW' fW:.~n.--1
NMr" ~r PrK:jN~
Engine: V6 3.8 Liter
Trans: Automatic
Drive: Front Wheel Drive
Mileage: 102,000
Equipment
Air Conditioning
Power Steering
Power Windows
Power Door Locks
Tilt Wheel
Cruise Control
AM/FM Stereo
Cassette
Retail Value
$2,645
Suggested retail represents the price a dealership might ask
for this make and model vehicle. This represents a fully
reconditioned vehicle in excellent condition with a clean title
history. This retail price is not a trade-in or private-party value,
but rather assumes that a dealer has absorbed the cost of
making the vehicle ready for sale, reconditioning, advertising,
sales commissions, arranging for financing and insurance and
standing behind the vehicle for any mechanical or safety
problems. Many late model vehicles at this price have passed
an inspection program or carry a warranty. Actual dealer
selling price may vary from this price.
,_.._....,._.,..._._.....,.,w_...........,__._._....._._..',','''_'_'_'_'.'_'".",_w_,_,_"',-.',',,,'_'_'''_','_'.....w_....._._.......,w,.,._._..._._.._..,.,.,....._._._._.......,_.......,_.,.._.,_._
._.'...'.,"....._..."..",..,_.,.,....
Copyright@2001 by Kelley Blue Book Co., AU Rights ReseNed. May~Jun 2001
Edition. The information in this report was printed from the Kelley Blue Book
Web site (www.kbb.com) and is intended for the personal use of the customer
only and may not be sold or transmitted to another party. We assume no
responsibility for errors or omissions.
lof1
51\\101 l2AB Pj"
'*
SCHEDULE F
JOINTLY -OWNED PROPERTY
COMMON\lVEAL TH OF PENNSYLVANIA
INHERITANCE lAX RETURN
RESIDENT DECEDENT
-- ----- - - ----
ESTATE OF
Fogelsanger, Glenn O.
FILE NUMBER
1 21 - 01 - 00449
_1,.____--
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A Sandra E. Gassert
ADDRESS
-1030 Mud Level Roid
Shippensburg, P A 17257
RELATIONSHIP TO DECEDENT
-Oaughter-
JOINTLY OWNED PROPERTY:
-- LETIE~ T-DATE~----UESCRIPTIOffOFl'RDPERTY----r------1 % o-iT DAT~OF-~EA:;:-~-
ITEM FOR JOINT; MADE ilncl~d~ n~me C?f~nanclal InstItution and bank .aC?count number DATE OF DEATH i DECO'S' VALUE OF
NUMBER [' TENANT I JOINT ,or similar rdenlifYlng number. Attach deed for JOintly-held real VALUE OF ASSET 'INTERESl'l DECEDENTS INTEREST
,estate. I 1
._n. -.----.---...-- 1_____ n___________..____._. .--.--.;n;;I.--...:.----------
A Pennsylvania State Employees Credit Union , 20,000.00, 50%1 10,000.00
, Certificate of Deposit I '
i See attached statement I
Ii
, I
. - ... ---.. -'---- ---'--------t-
TOTAL (Also enter on line 6, Recapitulation) .
1
10,000.00
PSECL;
PO Bax 67013 (717) 234-8484 (Horrlsburg)
Harrisburg, PA 17106-7013 (800) 237-7328 (NOliollwide)
website - http://www.psecu.colTI
POS"TlNG
DAl'&
05/01
05/31
05/31
IMPORTANT. . .
BE SURE TO CHECK OUT THE PRIVACY
POLICY THAT IS ENCLOSED IN THIS
MONTH'S STATEMENT.
1",111",1.,1,1,1,1.1...11.1..1",1",1..,.11,1.,111,,,1,1.,1
GLENN 0 FOGELSANGER
1040 MUD LEVEL RD
SHIPPENSBURG PA 17257-9781
JOINT OWNER
DORIS J FOGELSANGER
MEt.SeR NuNBER
0184XXXXXX
ST.\TBlENT.PERtoo
From To
050101053101
PAGE 1
lRANSACT10N DE$CAIPl1OH
NEW
B:Al.ANCE
mANSAC710N
AMOUNT
ADDITIONAL JOINT OWNER:
SANDRA E GOSSERT
REGULAR SHARES BEGINNING BALANCE
PAYMENT :IHvIDEND3.10 OY.
ANNUAL. PERCENTAGE YIELD EARNED ..3.167. FROM 05/01/01 THROUGH
BASED ON AVERAGE DAILY BALANCE OF 257.12
ENDING BALANCE
DIVIDEND YTD: YEAR TO DATE
257.12
0.68 257.80
05131/01
257.80
05/01 ID SO
05/31
===============~=================~========================================~============
252.19
05/31
05/31
24 MONTH CERTIFICATE-1 BEGINNING BALANCE
PAYMENT, DIVIDEND7.020Y.
ANNUAL PERCENTAGE YIELD EARNED 7.25Y. FROM 05/01/01
WITHDRAWAL TRANSFER TO SHARE DO
ENDING BALANCE
24 MONTH CERTIFICATE-l WILL MATURE ON 11/20/02
DIVIDEND VTD, YEAR TO DATE
20000.00
9.24 20119.24
THROUGH 05/31/01
119.24- 20000.00
20000.00
580.82
05/01 ID DD
05/01
.=: =:::: :;'=;:::-= = =,:1= ::::.=;:=:,;::;= ;#:i:,,: == .=,,=.=::==,:ii:' _== = :=='i:;=,= ===:;: =:== ===;;: == =:;:= = =::: =.:= =:;:. = =:=: = == = = == ==;:;::::::: =:;: == ==
=::: == == = =
05/31
05/31
DIVIDEND DISBURSEMENT BEGINNING BALANCE
WITHDRAWAL BILL PAYER
GLENN 0 FOGEL SANGER
PAYMENT, . TRANSFER FROM SHARE
ENDING BAL.ANCE
DIVIDEND VTD, YEAR TO DATE
115.40-
115.40
0.00
.00
==================================~====================================================
TOTAL DIVIDEND YTD: YEAR TO DATE
833.01
4054838
,,*'
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
-- "-----'.- --- -- --- ---
ESTATE OF
. FILE NUMBER
Fogelsanger, Glenn O.
21 - 01 - 00449
i
______.__..___ _n__ ______ ..____ __ ____ _ ___..m ______._.__ __ _.____ ___ ___ _____.__________
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
-- ----- -- --- - ---.....----.------.-.---.---.-----.. __m____ r---- ----.-------..-r----...---..---r-------....---.-- --1'.-----
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH \ % OF \
Include the name of the transferee, thelf relationship 10 decedent and the date of transfer. !VALUE OF : DECO'S I EXCLUSION, TAXABLE VALUE
NUMBER I, Attach a copy of the deed for real estate I ASSET, : (IF APPLICABLE) I
. i INTEREST
----~-_..._.....--.----~-_.- ------..----.----.-.---.------..-------. ----- - -1--- "---. ---'-' _--1-_ ---------- - i..--------- ..-1.--------
i Gift to Daughter, Sandra E. Gosser!, inter-vivos made I 80,OOO.OO~ 3,000.00 -77,000-'<fo
, within one year of death I!
!
\
I
~ IRA Putnam Investments
See attached calculation
2
!
23,355.531
23,355.53
3
I
i IRA American General Finance
. See attached statement
23,826.861
23,826.86
--~-
I
____l_ -- ------ ------t--
TOTAL (Also enter on line 7, Recapitulation)
124,182.39
Fo~
709
United States Gift (and Generation-Skipping Transfer) Tax rftlL
(Section 6019 of the Internal Revenue Code) (For gifts. made: aur~ calendar year 1999)
:.CllfJ
~O
Department of the Treasury II>
Internal Revenue Service See separate instructions. For Privacy Act Notice, see the Instructions for Fonn 1040.
p 1 Donor's first name and middle initial 12 Donor's last name 3 Donor's social security number
~ GLENN o. I FOGELSANGER 184-26-3118
I
4 Address (number, street, and apartment number) 5 legal residence (domicile) (CCIA"Ity & 51)
1040 MUD LEVEL ROAD SHIPPENSBURG PA
1 6 City, state. and ZIP code 7 Citizenship
SHIPPENSBURG PA 17257 UNITED STATES
8 If the donor died during the year, check here'" 0 and enter date of death ______________________-'______-'_ Yes I No
9 If you received an extension of time to file this Form 709. check here II> 0 and attach the Form 4868, 2688. 2350, or extensiOl1letter :.;:,>l:~'J;J>{i,}\~
10 Enter the total number of seDarate donees listed on Schedule A-count each nerson onlv once. to 01:>\'<V/-t;:;:1':;.'"L:::
11a Have you (the donor) previousty filed a Form 709 (or 709-A) for any other year? If the answer is "No," do not complete line 11b. X
11b If the answer to line 11 a is "Yes" has your address channed since you last filed Form 709 (or 70S-A)?
12 Gifts by husband or wife to third parties.-oo you consent to have the gifts (including generation-skipping transfers) made
I by you and by your spouse to third parties during the calendar year considered as made one-half by each of you? (See
n
f instructions.) (If the answer is "Ves", the following information must be furnished and your spouse must sign the consent
o shown below. If the answer is "No to skiD lines 13-18 and aD to Schedule A.).
~ 13 Name of consentino 5nouse
~ 15 Were you married to one another durina the entire calendar vear? (see instructions)
i 16 If the answer to 15 is "No" check whether 0 married 0 divorced or 0 widowed. andaiV1tdatelsHinstnJetion~J to
o
n 17 Will a oift tax return for this calendar Year be filed bv vour sDouse?
18 Consent 01 Spouse -I COI'l5ent to have the gifts (and get'leration-skipping transfers) made by me amI by my spoLJ5eto third parties during the calendar year
conSidered as made one-hall by each of us. We are both aware of the joint and several liability for tall aeated by the execution of thiS. consent..
G
e
n
e
r
a
I
114 SSN
Consenlinn s~use's sinnature to
M
o
n
e
y
o
r
d
e Donor's sinf'latUfe ~
r
P 1
a 2
r
I 3
2 4
5
T 6
a 7
x 8
9
C 10
0
m
p 11
u
I 12
a 13
I
I
0
n 14
f1 15
e 16
c
k
17
0 18
r
Enter the amount from Schedule A, Part 3, line 15
Enter the amount from Schedule B, line 3
Total taxable gifts (add lines 1 and 2)
Tax computed on amount on line 3 (see Table for Computing Tax in separate instructions)
Tax computed on amount on line 2 (see Table for Computing Tax in separate instructions)
Balance (subtract line 5 from line 4)
Maxjmum unified credit (nonresident aliens, see instructions)
Enter the unified credit against tax allowable for all prior periods (from Sch. S, line 1, col. C)
Balance (subtract line 8 from line 7)
Enter 20% (.20) of the amount allowed as a specific exemption for gifts made after September 8.
1976, and before January 1, 1977 (see instructions)
Balance (subtract line 10 from line 9)
Unified credit (enter the smaller of line 6 or line 11)
Credit for foreign gift taxes (see instructions)
Total credits (add lines 12 and 13)
Balance (subtract line 14 from line 6) (do not enter less than zero)
Generation~skippjng transfer taxes (from Schedule C, Part 3, col. H, Total)
Total tax (add lines 15 and 16)
Gift and generation-skipping transfer taxes prepaid with extension of time to file
19
If line 18 is less than Hne 17, enter BALANCE DUE (see instructions)
20 If line 18 is areater than line 17 enter AMOUNT TO BE REFUNDED
Under penalties 01 perjury. 1 declare thai J have examined ll1is relum. inCluding any accompanying schedules and statements. and 10 the best 01 my knowledge
and baliS' it is tnJe. correct, and (;Omplete. Declaration of preparsr (other than donor) is based on aU information 01 which preparef has any knowledge.
H Preparer's signature
e other than donor) ..
r
Ie Prepare!"s address
Olher lhan donor) ..
/I
-;/L, ('. g
20 E BURD ST STE f/
SHIPPENSBURG
/
-;:L
For Paperwork Reduction Act Notice, see page 8 of the separate instructions for this form.
alA
PA 17257
x
Date to
1 70 000
. 0
3 70 000
4 IS 600
s 0
6 IS 600
7 211 300
. 0
9 211 300
10 0
11 211 300
12 IS 600
l'
14 IS 600
15 0
16 0
17 0
18 0
19 0
20 0
Date ..
Date ..
/ IJo/j20o (
-'.' ,
Form 709 (1999)
, F~ 709,1..., GLENN O. FOGELSANGER 184 - 2 6 - 3118 P". 2
SCHEDULEA'~ Com utation of Taxable Gifts Includin Transfers in Trust
Does the value of any item listed on SChedule A reflect any valuation discount? If the answer is "Yes," see instructions .Yes 0 No
o <: Check here jf you elect under section 529(c){2)(B) to treat any transfers made this year to a qualified state tuition program as made ratably
over a 5-year period beginning this year. See instructions. Attach explanation.
Part 1.-Gifts Sub;ect Onlu to Gift Tax. Gifts less nolitical or"anization medical and educational exclusions-see instructions
A B C 0 E
Item . Donee's name and address Donor'sacljusted Oat. Value at
number . Relationship to donor (if any) basis of gift of gift dat(lof grft
.Oescription01 gifl
_If me gift was made by mean~ of e. tru~. enter trush identifying
number and snacn a copy of the lruSt instrument
elf tne gift was of securities, give CUSIP nl)l'T1ber
1 SANDRA E. GOSSERT
1037 MUD LEVEL ROAD
SHIPPENSBURG PA 17257 80,000 11/01/00 80,000
(I>AIo<.,\\..~ ~- c..,H-..P C,ry k J!,7chek)
Total of Part 1 (add amounts from Part 1, column El ~ 80 , 000
Part 2.~ifts That are Direct Skips and are Subject to Both Gift Tax and Generation.skipping Transfer Tax. You must list the gifts
in chronological order. Gifts less political organization, medical, and educational exclusions-see instructions. (Also list here direct skips
that are subiect onlv to the GST tax at this time as the result of the termination of an "estate tax inclusion neriod." See instructions. \
A B C 0 E
Item . Donee's name and address Donor's adjusted Date Value at
number . Relationship to donor (if any) batisotgift of gift dateofgdt
. DescrIption of gift
.If the gift was made by means of a trust, enter trust's identifying
number and attach a copy of the trust instrument
.,t the gift was of securities, 9i"8 CUSIP f1umtef
NONE
Total of Part 2 (add amounts from Part 2. column El
Part 3.-Taxable Gift ReconciUation
1 Total value of gifts of donor (add totals from column E of Parts 1 and 2)
2 One.half of items_____________________________________ attributable to spouse (see instructions)
3 Balance (subtract line 2 from line 1) . . .. ....
4 Gifts of spouse to be included (from Schedule A, Part 3, line 2 of spouse's return-see instructions)
If any of the gifts incfuded on this line are also subjed to the generation-skipping transfer tax, check
here ~ 0 and enter those gifts also on Schedule C, Part 1.
5 Total gifts (add lines 3 and 4) . . . . . . . . . . .
6 Total annual exclusions for gifts listed on Schedule A (including hne 4, above) (see instructions)
7 Total included amount of gifts (subtract line 6 from line 5)
Deductions (see instructions)
8 Gifts of interests to spouse for which a marital deduction will be claimed. based
on items _________________________________of Schedule A
9 Exclusions attributable to gifts on line 8. .
10 Marital dedudion-subtract line 9 from line 8
11 Charitable deduction, based on items _________________-'es5 exclusions
12 Total deductions-add lines 10 and 11 ....
13 Subtract line 12 from line 7 . . . . . . _ . . . .
14 Generation.skipping transfer taxes payable with this Form 709 (from SChedule C, Part 3, col. H, Total)
15 Taxable ifts add lines 13 and 14 . Enter here and on line 1 of the Tax Com utation on a e 1
(If more space is needed. attach additional sheets of same size.)
8
9
1D
11
~
1 80 000
2
3 80 000
4
80 000
10 000
70 000
12 0
13 70 000
14 0
15 70 000
Form 709 (1999)
'0= 70"119991 GLENN O. FOGELSANGER 184 - 2 6 - 3118 P." 3
SCHEDULE A.i Computation of Taxable Gifts (continued)
16 Terminable Interest (QTIP) Marital Deductlon. (See instructions for line 8 of Schedule A.)
If a trust (or other property) meets the requirements of qualified terminable interest property under section 2523(f), and
a. The trust (or other property) is listed on Schedule A, and
b. The value of the trust (or other property) is entered in whole or in part as a deduction on line 8, Part 3 of Schedule A,
then the donor shall be deemed to have made an election to have such trust (or other property) treated as qualified terminable interest property
under section 2523(f).
If less Ihan the entire value of the trust (or other property) that the donor has included in Part 1 of Schedule A is entered as a deduction on
line 8, the donor shall be considered to have made an election only as 10 a fraction of the trust (or other property). The numerator of this fraction
is equal to the amount of the trust (or other property) deducted on line 10 of Part 3, Schedule A. The denominator is equal tO,the total vallie of the
trust (or other property) listed in Part 1 of Schedule A.
If you make the aTlP election (see instructions for line 8 of Schedule A), the terminable interest property involved will be included in your
spouse's gross estate upon his or her death (section 2044). If your spouse disposes (by gift or otherwise) of all or part of the qualifying life
income interest, he or she will be considered to have made a transfer of the entire property that is subject to the gift tax (see Transfer of Certain
Life Estates on page 3 of the instructions).
17 Election out ofQT1P Treatment of Annuities
o < Check here if you elect under section 2523(f)(6) NOT to treat as qualified terminable interest property any joint and survi~or annuities that
are reported on Schedule A and would otherwise be treated as qualified terminable interest property under section 2523(f). (See instructions.)
Enter the ilem numbers (from Schedule A) for the annuities far which vou are makinq this election ~
SCHEDULE B ' Gifts From Prior Periods
If you answered "Yes" on line 11a of page 1, Part 1, see the instructions for completing Schedule B. If you answered "No," skip to the
Tax Comoutatlon on DaDe 1 tor Schedule C if aODlicablel.
A B C D E
Calendar year or Amount of unified Amount of specific
calendar Quarter Internal Revenue office creditagainstgiftlllll: 8lCemption for prior Amount of
fOl'p8fioosat\er periods ending beforll
(see instructions) where prior return was filed Dllcember31.1976 Janu8f'Y 1. 1977 taxable gifts
1 Totals for prior periods (without adjustment for reduced specific I
exemption) 1 0 0 0
2 Amount, if any, by which total specific exemption, line 1, column 0, is more than $30,000. 2 0
3 Total amount of taxable gifts for prior periods (add amount, column E, line 1, and amount, if any, on
line 2), IEnter here and on line 2 of the Tax Comoutation on oaoe 1,) 3 0
(If more space is needed, attach additional sheets of same size.)
OIA
FOfm 709 (1999)
Fo"" '''' (1999, GLENN O. FOGELSANGER 184 - 26- 3118
SCHEDULE C.. . Computation of Generation-SkiDPina Transfer Tax
Note: Inter vivos direct skips that are completely excluded by the GST exemption must still be fully reported
(including value and exemptions claimed) on Schedule C.
PaQ84
Part 1.--GenerationaSkiccina Transfers
A B C F
"am No Value SpJitGifts 0 E Net Transfer
(from Schedule A. (from Schedule A, {enlar112 of col8) Subtract col. C Nontllll:sOle (subtract col E
Part 2, col. Al Par12.col. E) (see inSlNCtiom.} fromcol. B portiOnoflransfer from cot. 0)
If you elected gift splitting and your spouse
was requited 10 file 8 separale Form 709 Sptilgiflsfrom Value included Nellransfer
(see t/'le instructions for "Split Gifts"), you spouse's Fonn 709 from spouse's Nontaxable (subtract cot E
must em6\" a" of the gilts shown on (entar item number) Form 709 portioooftransfef" from col. 01
Schedule A. Part 2, of your spouse's Form
709/lBre. S-
In col\,Jmn C. enler the lIem number of each
gift in the order it appears in column A of 5-
your spouse's Schedule A. Part 2. We have 5-
preprinted the prerlX >>S-" to distinguish your
spouse's item numberS from your own when 5-
you complete column A of Schedule C, Part
3 S-
In column 0, for each gift, enter the amount 5-
reported in column C, Schedule C, Part " of
your spouse's Form 709 5-
Part 2.-GST Exemntlon Reconciliation 'Section 2631\ and Section 2652(alf3\ Election
Check box ~ 0 if you are making a section 2652(a)(3) (special OTI?) election (see instructions)
Enter the item numbers (from Schedule A) of tne gifts for which you are making this election ~
----------------
1 Maximum allowable exemption (see instructions) . 1 1 010 000
2 Total exemption used for periods before filing this return 2 0
3 Exemption available for this return (subtract line 2 from line 1) 3 1. 010.000
4 Exemption claimed on this return (from Part 3, col. C total, below) 4 0
5 Exemption allocated to transfers not shown On Part 3, below. You must attach a Notice of Allocation. (See
instructions.) . 0
6 Add lines 4 and 5 6 0
7 Exemntion available for future transfers (subtract line 6 from line 3) 7 1 010 000
Part 3.-Tax Comnutation
A B E G H
Item No. Net transfer C 0 Inclusion Ralio F ApplicatlleRale Generalion-Skipplng
(from Sche<:lule (from Schedule C, GST Examplion Dividecol.C (subttact 001. 0 MaximllTl Estate (mulliplycol.E Transfer Tax
C,Pert1) Part " col. F) Allocated bycoJ. 8 from 1.000) T"'..... bytcl. F) {mu~ cot B by col. GJ
55'/01.55\
55%1.55\
55%'.55'
55%'.55\
55%' ~55\
55%1.55\
55'/01.55'
55%1.55\
55%1. 55\
55'^".55'
55%1.55\
55'/01.55\
55%'.55'
55%1.55'
55%1.55\
Total exemption claimed. Enter
here and on line 4, Part 2. Total generation-skipping transfer tax. Enter here, on
above. May not exceed line 3. 0 line 14 of Schedule A, Part 3, and on line 16 of the Tax 0
Part2above .,.... Comnutation on paae 1 . .
(If more space is needed. attach additional sheets of same size,)
OIA
Fonn 709 (1999)
SENT BY: OAASTOWN BANK;
7175329342;
JUN-19-01 20:00;
PAGE 2/2
June 20, 2001
",j\tfl<.TfWS,JJr.
,.,<:itllif' ~~
l~\
INVESTMENT
, SERVICES r
P.O. Bux 250
SHlrrf.N5"Uk~.I'A 17257
Hamilton C. Davis
Zullinger & Davis P.C.
20 East Surd Street
Shippensburg, PA 17257
RE: Estate of Glenn O. Fogelsanger
Dear Hamilton,
Please be advised that we are the agent of record on an IRA owned by Glenn O.
Fogelsanger who died April 19, 2001. The IRA is held by Putnam Investments
and the value as of date of death is as follows:
Putnam Growth and Income Fund
Putnam Income Fund
Putnam In/ernational Growth Fund
$ 11,571.07
$ 7,521.25
$ 4,263.21
$ 23,355.53
TOTAL IRA
Please contact us if you need further information.
Sincerely,
Barbara E. Brobst, C P
Vice President & Senior Trust Officer
SH11'PEN5BURG OFF1CE
77 1::. KING ST. . SH1PPEN,Hunr., PA 17257
CARLISLE OFFlCE CHAMllERSBURG OI'FICf:
427 Sro!>lElUU.lCE DR.' CARllSlI', PA \7013 625 NllRJ.AND AVE. . rHA"""",l1lr p^ l7on,
AMERICAN
'IGENERAL . - -
FINANCIAL GROUP
American General Life Insurance Company
Member American General Financial Group
P.O. Box 1401 Houston, Texas 77251-]401
EQUITY BUILDER PLUS
STATEMENT OF ACCOUNT FROM
01/14/01 THROUGH 04/13/01
AGENT INFORMATION:
TALBOT AGENCY INC
7770 JEFFERSON N E SUITE 200
ALBUQUERQUE NM 87109
GLENN 0 FOGELSANGER
1040 MUD LEVEL RD
SHIPPENSBURG PA 17257-9704
ANNUITANT: Glenn 0
CONTRACT NO:
OWNER'S TAX I.D_ NO:
ANNUITY TYPE:
Fogelsanger
AI0095612F
184-26-3118
IRA
ACTIVITY:
TRANSACTION DESCRIPTION
NO ACTIVITY THIS PERIOD.
GROSS TRANS.
AMOUNT
CHARGES/
TAXES
NET TRANS,
AMOUNT
23,572.19
290.67
ENDING PERIOD CONTRACT VALUE:
ENDING PERIOD SURRENDER VALUE:
$
$
23,862.86
23,648.09
BEGINNING PERIOD CONTRACT VALUE: $
INTEREST CREDITED THIS PERIOD: $
FOR MORE INFORMATION YOU MAY CONTACT YOUR AGENT LISTED ABOVE, OR OUR OFFICE
AT 1-800-247-6584.
XBDOO/000B05617A 04/16/01
AUTOGENI
'*
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF' PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
_u ________
ESTATE OF
Fogelsanger, Glenn O.
Debts of decedent must be reported on Schedule I.
u1TEM
NUMBER
- --1---.-- ________ _______.._n__..____
A. ' FUNERAL EXPENSES:
Fogelsanger - Bricker Funeral Home, Inc.
DESCRIPTION
B.
ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Sandra E. Gossert
Social Security Number(s} J EIN Number of Personal Representative(s):
_L_. ____
"---..---.-----
FILE NUMBER
,
. 21 - 01 - 00449
AMOUNT
2.
Street Address 1030 Mud Level Road
City Shippensburg Slale P A Zip 17257
Year(s) Commission paid
Attorney's Fees Zullinger - Davis -- Hamilton C. Davis
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant nia
State PA
Spouse
Zip
17257
Street Address 1040 Mud Level Road
City Shippensburg
Relationship of Claimant to Decedent
4.
Probate Fees Cumberland County Register of Wills
5.
Accountant's Fees Myers Tax Service
6. Tax Return Preparer's Fees
7.
I
2
Other Administrative Costs
Legal Advertising News Chronicle
Legal Advertising Cumberland County Legal Journal
3
Reserve for Contingencies and Closing Costs
TOTAL (Also enter on line 9, Recapitulation)
7,846.20
25,000.00
22,000.00
509.00
150.00
65.00
75.00
5,000.00
60,645.20
'*
SCHEDULEr
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
,
____.__ __u,. ...___ _._____
FILE NUMBER
21 - 01 - 00449
ESTATE OF
Fogelsanger, Glenn O.
Include unreimbursed medical expenses.
ITEM
NUMBER
I
DESCRIPTION
AMOUNT
--- --- --------12:00
Norland FMiiiy Practice
2 GPU - Utility Company
3 Sprint
4 Comeast Cable
5 Everett Mutuallnsuranee Company - House
6 ReMax Homefinders - Appraisal
7 GPU Energy
8 Real Estate Taxes
9
Register of Wills
10 News Chronicle
247.21
58.0\
71.24
579.59
125.00
15.36
1,408.63
18.00
19.39
TOTAL (Also enter on Line 10, Recapitulation)
2,554.43
'*
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
--- - --- ---
ESTATE OF
Fogelsanger, Glenn O.
IFILE NUMBER----
21 - 01 - 00449
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
RELATIONSHIP TO
DECEDENT
_01;,--l\!Qt.J..~t .Tru,!~(~}___
AMOUNT OR SHARE
OF ESTATE
I.
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
I Sandra E. Gossert
I 1030 Mud Level Road
i Shippensburg, P A 17257
, Daughter
'705, ::<;%.4J-
3
i John O. Gossert, IV
! 1030 Mud Level Road
[ Shippensburg, P A 17257
Kathleen E. Gossert
1030 Mud Level Road
Shippensburg, PAl 7257
,
I Grandson, Trust FBO
! under l1em III of Will
,
100,000.00
2
I
i
Granddaughter, Trust,
FBO under Item III of
Will
100,000.00
4 ; Glenn M. Gossert
11030 Mud Level Road
Shippensburg, PA 17257
I
Grandson, Trust
FBO under Item
III of Will
100,000.00
',Enter dollar amounts for distributions shown above on lines 15 through 17. as appropriate, on Rev 1500 cover sheJt
II. I NON-TAXABLE DISTRIBUTIONS:
,A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
i BEING MADE
!
iB. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
I
LAST WILL AND TESTAMENT
I, GLENN O. FOGELSANGER, of Southampton Township, Cumberland
County,
Pennsylvania, declare this to be my Last Will and
Testament and revoke any Will or Codicil previously made by me.
ITEM I:
I direct that all my just debts (except as may be
barred by a Statute of Limitations) and my funeral expenses
(including my gravemarker and expenses of my last illness) shall
be paid from my residuary estate as soon as practicable after my
decease as a part of the administration of my estate.
ITEM II:
I bequeath those article~ of my household furniture
and furnishings and those articles of my personal effects and
personal property as set forth in a separate memorandum (which is
signed by me, dated and makes specific reference to this Will and
memorandum, which I shall place with my Will or deposit with my
attorney), to the persons therein designated.
ITEM III:
I give and bequeath the following sums of money to
each of the following of my grandchildren who survives me:
a.
b.
c.
$ 100,000.00
$ 100,000.00
$ 100,000.00
to John o. Gossert, IV
to Kathleen E. Gossert
to Glenn M. Gossert
The share for any Grandchild who shall not have attained the age
of twenty-five (25) years shall be held by my Trustees hereinafter
& cr-j"
--'Y, &~ "7.
.;/ .
1
named, in a separate trust, to be administered and distributed in
accordance with the provisions hereinafter set forth:
A. My Trustee shall accumulate the net income and expend and
apply so much of the net income, accumulated income, and principal
of the trust as Trustee in the Trustee's discretion deems
advisable to or for the benefit of such Grandchild for the
support, education and health of such Grandchild and for the
protection and preservation of his or her property until such
Grandchild attains the age of eighteen (18) years.
B. Upon such Grandchild's attaining the age of eighteen (18)
years, my Trustee shall distribute the net income of such
Grandchild's trust to him or her or for his or her benefit and so
much of the principal as Trustee in Trustee's discretion deems
advisable for the support, education and health of such Grandchild
and for the protection and preservation of his or her property
shall be distributed to such Grandchild or for his or her benefit.
Such Grandchild shall be entitled during his or her lifetime, to
wi thdraw sums of principal from his or her trust in accordance
with the following formula:
1. At any time after attaining the age of twenty-one
(21) years and prior to attaining the age of twenty-five (25)
years, such sums as shall not exceed one-half (1/2) of the
market value of the principal as constituted on his or her
& At'
-:/ cY-;/,
". '/
2
twenty-first (21st) birthday or on the creation of his or her
separate trust, whichever shall last occur;
2. At any time after attaining the age of twenty-five
(25) years, any and all principal remaining.
3. Upon the death of any Grandchild, his or her trust
shall terminate and the then remaining principal shall be
distributed, per stirpes, to his or her then living issue,
or, if there shall be no such issue, to my then living
grandchildren, in equal shares, per stirpes.
ITSM IV:
I devise and bequeath all the residue of my estate
of every nature and wherever situate to my daughter, Sandra S.
Gossert, providing she shall survive me by thirty (30) days.
ITSM V:
Should my daughter, Sandra S. Gossert, predecease me
or die on or before the thirtieth (30th) day following my death
but leaving descendants who so survive me, such descendants shall
receive, per stirpes, the share that she would have received had
she so survived me; provided, however, that the share for any
person who has not attained the age of twenty-five (25) years
shall be held in Trust pursuant to the provisions in ITEM III,
above.
ITSM VI:
If any property passes outright (either under this
Will or otherwise) to a minor (which shall be defined as anyone
under twenty-one (21) years of age) and with respect to which I am
Y.. .-'
/ ,,,,r..
_/~ ._{.-~ "4.
3
authorized to appoint
a guardian and have
not
otherwise
specifically done so, I decline to appoint a guardian but instead
authorize my Executor to distribute such property to a Custodian
selected by my Executor (and my Executor may act as such
Custodian) as Custodian for the minor under the Pennsylvania
Uniform Transfers to Minors Act.
Provided, however, that this
appointment shall not supersede the right of any fiduciary to
distribute a share where possible to the minor or to another for
the minor's benefit.
ITEM VII:
I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as
part of the expenses of the administration of my estate.
ITEM VIII:
I appoint my daughter, Sandra E. Gassert,
Executrix of this my Last Will.
Should she fail to qualify or
cease to act as Executrix,
I appoint John O. Gossert, Executor of
this my Last will.
ITEM IX:
I appoint my daughter, Sandra E. Gossert, Trustee
of any trusts created by this my Last Will.
She should fail to
qualify or cease to act as Trustee, I appoint Hamilton C. Davis,
my attorney, Trustee of this my Last will.
ITEM X:
I direct that my Executrix and Custodian or their
successors shall not be required to give bond for the faithful
fer 0 .;r
.../ V. . /,
4
performance of their duties in any jurisdiction.
ITEM XI:
My individual fiduciary shall be entitled to
reasonable compensation for his or her services rendered from time
to time and/or to reimbursement of out of pocket expenses.
ITEM
XII:
Any fiduciary under this Will shall have the
following powers in addition to those vested in them by law and by
other provisions of my Will applicable to all property whether
principal
or
income,
including
proper:ty
held
for
minors,
exercisable without Court approval, and effective until actual
distribution of all property:
A.
General Management and Investment Powers.
The
Executor and Tr:ustee shall have full power and authority to
manage and control the estate and trust estate, to borrow
money from any source (including the power to borrow from a
Trustee or any affiliate of a Tr:ustee) and to sell, exchange,
lease,
grant
options,
rent,
mortgage,
pledge,
assign,
transfer or otherwise dispose of or encumber (including sales
to a Trustee) all or any part of the trust estate {for terms
extending beyond the termination of the estate or trust
estate or otherwise), upon such terms and conditions as the
Executor or Trustee may see fit. The Executor or Trustee may
invest and reinvest all or any part of the trust estate in
such stocks, common and preferred (including the corporate
5
.Q..,../' ,qd
/~ _~. J'.
stock of any corporate Trustee, or any of its affiliates),
debentures, shares or participations in any common or mutual
fund, interests in any general, limited, or limited liability
partnership or in any limited liability company, bonds,
notes, repurchase agreements and deposit accounts of any kind
from or in any bank (including any corporate Trustee, or any
of its affiliates), savings and loan association or other
financial institution or brokerage firm, stock options and
warrants, securities or other property, real or personal,
within or without the State of Pennsylvania, domestic or
foreign, whether or not of the class or kind now or hereafter
ordinarily approved or held to be lawful for the investment
of estate or trust funds, as the Executor or Trustee may, in
the Executor's or Trustee's discretion, select.
The Trustee
may make and change such investments from time to time
according to the Trustee's discretion, and the Trustee may
continue to hold any stocks, securities or other property
received by the Trustee hereunder without any duty of
diversification.
The Executor or Trustee may determine
whether
any money or other property coming into the
Executor's or Trustee's hands, concerning which there may be
reasonable doubt, shall be considered as a part of the
principal or income of the trust estate, and may apportion
,
f/ ~
..,:;"-/ /" ~
-V t/ 4'r.
{' . i<
6
between such principal and income any loss or expenditure in
connection with the trust estate as to the Trustee may seem
equitable, taking account of all present and future interests
in the trust estate.
The Trustee shall not be obligated to
amortize premiums for trust securities out of income nor make
additions to income because of the purchase of securities at
a discount.
The Trustee may exercise all options and all
conversion,
subscription,
voting
and
other
rights
of
whatsoever nature held by or pertaining to any property,
including securities of the corporate Trustee or any
affiliate thereof, held by the trust estate.
Any corporate
Trustee shall not disclose the name, address, or share
position of the beneficial owner(s) of registered securities
held by the corporate Trustee or its nominees unless the
beneficial owner(s) request otherwise in writing.
It is the
intention of the Testator that the Trustee shall have the
authority to invest in such ways as shall give due
consideration for the theories of total return investing,
modern portfolio theory, and the theory of risk and return.
Accordingly, the Trustee is authorized to invest in any type
of investment which plays an appropriate role in achieving
the investment goals of the Trust, which investment shall be
considered as part of the total portfolio. It is my specific
c". /(-, ~/f
.--0 (.,,,Y. "
/.
7
/f;'
direction that no category or type of investment shall be
prohibited.
I specifically do not wish to limit the universe
of Trust investments in any way other than is dictated by the
Trustee's exercise of reasonable care, skill, and caution.
In connection with the Trustee's investment and management
decisions with respect to this Trust,
the Trustee is
specifically entitled to take in account general economic
condi tions, the possible effect of inflation or deflation,
the expected tax consequences of investment decisions or
strategies, the role which each investment or course of
action may play within the overall trust portfolio which may
include
financial
interests
in
closely
held
assets,
enterprises, tangible and intangible personal property, and
real property; the expected total return from income and the
appreciation
of
capital;
other
resources
of
the
beneficiaries; the needs for liquidity; regularity of income
and preservation or appreciation of capital; and the asset's
special relationship or special value, if any,
to the
purposes of the Trust or to one or more of the beneficiaries.
Nor shall my Trustee be limited to anyone investment
strategy or theory, including modern portfolio theory, the
efficient markets theory or otherwise, but shall be free to
consider any appropriate investment strategy or theory under
8
,..."
( j/
.,-?'
;+
all the circumstances.
The Trustee may delegate investment
and management functions which a prudent person of comparable
skills would properly delegate under the circumstances.
Should the Trustee delegate such function, the Trustee shall
exercise reasonable care, skill and caution in selecting an
agent, establishing the scope and terms of the delegation
consistent with the purposes and terms of the Trust, and
periodically reviewing the agent's actions in order to
moni tor performance and compliance with the terms of the
delegation.
Should such delegation occur as set forth above,
the Trustee who complies with the requirements for delegation
shall not be liable to the beneficiaries or to the Trusts for
the decisions and actions of the agent to which the function
was delegated, but by accepting the delegation of a Trust
function by the Trustee of this Trust, the agent submits to
the jurisdiction of the courts of this state.
B. To allocate receipts and expenses to principal or
income or partly to each as they from time to time think
proper.
c. To compromise any claim or controversy.
D. To distribute in cash or in kind or partly in each.
9
~ ..
./{-/ r.f ;;{
E. To hold property in their names without designation
of any fiduciary capacity or in the name of a nominee or
unregistered.
F. If there is no corporate fiduciary acting hereunder,
my fiduciary may designate a corporation (regardless of where
organized or headquartered) with fiduciary powers to act as
agent or custodian hereunder, may delegate to it such duties
as may be appropriate (including investment recommendation
duties), may pay to it reasonable compensation for its
services, and may discharge it with or without cause.
G. To treat the entire trust estate as a common fund
for the purpose of investment, notwithstanding any provision
herein for division thereof into shares or separate trusts.
H. Should the principal of any trust herein provided
for be or become so small that, in the Trustee's discretion,
establishment or continuance of trust is inadvisable, my
Trustee or my personal representative may make immediate
distribution of the then remaining principal and any
accumulated or undistributed income outright to the person or
persons then entitled to income and in the proportions they
are then entitled to such income. If any such person is then
a minor, distribution may be made to that person's guardian,
or to a person selected by the trustee to be custodian for
--V5.7
10
such person until the age of twenty-one (21) years under the
Pennsylvania Uniform Transfers to Minors Act.
I. To continue the operation of any business in which I
may be interested or engaged at the time of my death
(regardless of the form or organization of any such
business), which business or an interest in which shall be
received by my fiduciary.
This authorization shall include
the right to change the form of any such business by the
reorganization or incorporation thereof, or the formation of
a general or limited partnership with respect thereto, and
shall also include the right to invest in any such business
including the right to invest in any business the property of
any trust hereunder for such periods of time and upon such
terms and conditions as my fiduciary shall deem advisable.
No fiduciary shall be liable for any loss resulting from
continuing any such business, but my fiduciary may, in my
fiduciary's
discretion,
sell,
liquidate
or
otherwise
discontinue any such business at such time or upon such terms
and conditions as my fiduciary shall deem advisable.
K. If there are co-fiduciaries serving hereunder, they
may
delegate
any
and
all
management
duties
and
responsibilities to one of them.
My co-fiduciaries may, for
example, designate one of them to maintain a bank account or
11
P t:P ::.1
accounts, and in that instance the signature of only that
fiduciary shall be required to open and maintain such
account, to deposit funds to such account and to write checks
on such account.
Other than as specified herein, the
authori ty of my co-fiduciaries shall be exercisable jointly
and severally.
ITEM
XIII:
The interests of the beneficiaries hereunder
shall not be subject to anticipation or to voluntary or
involuntary alienation.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this
. /Y: c:P. .7
12
my Last will and Testament, written on fourteen (14) sheets of
paper, dated this
')~
day of
j).eUAM Ic,..e-'\
"
, 2000.
,erA /:" j)
)"'./._P,?~~<_ 6) ,4-.......tfu,L;.t.?-~<:-G (SEAL)
GLENN O. FOGELS~GER
The preceding instrument, consisting of this and thirteen
(13) other typewritten pages, each identified by the signature or
initials of the Testator, was on the day and date thereof signed,
published and declared by the Testator therein named, as and for
his Last Will, in the presence of us, who, at his request, in his
presence, and in the presence of each other have subscribed our
names as witnesses hereto.
~';j,/I~
residing at
;{/eM/v--, ,/Ir
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Mjcp>>\(~ . k/;J6
residing at
i1a ! lie
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13
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
I, GLENN O. FOGELSANGER, the Testator whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Will; and that I signed it willingly and
a~ rry free and voluntary act for the purposes therein expressed.
J// V ~ r(
_ - le_.<_ .0 ."..~4 -q~.._SEAL)
GLENN O. ~O~-LSANGE
S~orn to or affirmed and acknowledged
!:;efore me by 611'1111 o. ~lt;Q?lY-' the
Testator, this 0' d of
,l):cunbri-- , 2000.
lffur,~I< ';f J/l//Jrt
No ry Public
COMMoNwEALTH OF PENNSYLVANIA
Notarial Seal
. Nichole J. Kellert, Notary Public
Shlppef1sb~rg Bora. CUmberfand County
My COmmission Expire. Aug. 18, 2003
ss.
COUNTY OF CUMBERLAND
We, )-L!.y\rl; / ~^' (--]) (hJ ;.r and Po hSbI ,l(I1). Le-bt::J
the witnesses whose names are signed to the attached instrument,
being duly qualified according to law, do depose and say that we
were present and saw the Testator sign and execute the instrument
as his Last Will; that the Testator signed willingly and executed
it as his free and voluntary act for the purposes therein
expressed; that each subscribing witness in the hearing and sight
of the Testator signed the Last Will as a witness; and that to the
b~st of our knowledge the Testator was at the time eighteen (18)
or .mar: years of age and of sound mind and under no c/1straint or
unO.1B l.nfluence. ~-'l141~ /. (flex ' __
A./J'1 r/ (I
fA-) J5c''iJl !"'-If) cl0{iCJ
Sworn to or affirmed and subscribed to .
before me by ~ '1 II -- -t', C. O,/..-IILs: and
,s.,"1.o'iD.Le' , witnesses, this
day of r, 2000.
. Notarial Seal
ShjP':~~~~r~'B~~e~U~~~ Public
My Commission Expires Au;nf8~o3~
~)
14
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
B~ AU OF INDIVIDUAL TAXES
DEP'-.280601
HARRISBURG, PA 17128-0601
REV-1162 EX{11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DAVIS HAMILTON C
POBOX 040
SHIPPENSBURG, PA 17257-0040
n_+u__ fold
ESTATE INFORMATION: SSN: 184-26-3118
FILE NUMBER: 21-2001- 0449
DECEDENT NAME: FOGELSANGER GLENN 0
DATE OF PAYMENT: 07/20/2001
POSTMARK DATE: 07/19/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 04/19/2001
NO. CD 000071
iOOc
96,>
If}f'
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $42,812.40
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$42,812.40
REMARKS: HAMILTON DAVIS ESQUIRE
CHECK# 117
SEAL
INITIALS: AC
RECEIVED BY:
TAXPAYER
MARY C. LEWIS
REGISTER OF WILLS
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/15/2005
DAVIS HAMILTON C
POBOX 040
SHIPPENSBURG, PA 17257-0040
RE: Estate of FOGEL SANGER GLENN 0
File Number: 2001-00449
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. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
4/19/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~:O;rN!~yt
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Glenn O. Fogelsanger
Date of Death: 04/19/2001
Estate No. 2001-00449
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: Yes _ NolL-
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: July 31. 2005.
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court? Yes
No_.
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_
Date:
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.
.~ -,
t..." \
~/14'
. n . avis, Esquire
P.O. Box 40
Shippensburg, P A 17257
(717) 532-5713
-.,.".,.
Capacity: _ Personal Representative
XX Counsel for Personal
Representative
~
Lt,]
(_:
L.L
I
( -'
STATUS REPORT UNDER RULE 6.12
Name afDecedent:
Glenn O. Fagelsanger
Date afDeath:
04/19/2001
Estate No..
2001-00449
Pursuant to. Rule 6.12 Qfthe Supreme Caurt Orphans' Caurt Rules, I repart the fQllQwing with
respect to. campletian Qfthe administratiQn afthe abQve-captianed estate:
1. State whether administratian Qfthe estate is complete: Yes _ No-L
2. If the answer is No., state when the persQnal representative reasonably believes
that the administratian will be complete: December 15, 2005.
3. If the answer to. No.. 1 is Yes, state the fQllQwing:
a. Did the personal representative file a final account with the CQurt? Yes
NQ_.
b. The separate Orphans' Caurt No.. (if any) fQr the persQnaI
representative's aCCQunt is:
c. Did the personal representative state an aCCQunt infQrmally to. the
parties in interest? Yes_ Na_
d.
CQpies Qf receipts, releases, jQinders and approvals af fQrmal Qr
infQrmal accounts may be filed with the Clerk Qf the Orphans' court and
may be attached to. this repQrt.
U (' J--
HamiltQn C. Davis, Esquire
P.O. Bax 40
Shippensburg, P A 17257
(717) 532-5713
Date:
9/JaJtJs-
I I
C'J
C"'f
c_
Capacity: _ PerSQnal Representative
XX CQunsel far PersQnal
Representative
=
C';'
1,.'
(/)
,
c-
C)
1.../'7')
{,~, ~;,-;
c-:::.
.,.....,
c",
\..-C:r-
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/07/2006
SANDRA E GOSSERT
1038 MUD LEVEL ROAD
SHIPPENSBURG, PA 17257
RE: Estate of FOGELSANGER GLENN 0
File Number: 2001-00449
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS. COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
4/19/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
,~Ji:.u~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
f}
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/07/2006
DAVIS HAMILTON C
20 E BURD ST STE 6
PO BOX 40
SHIPPENSBURG, PA 17257-0040
RE: Estate of FOGEL SANGER GLENN 0
File Number: 2001-00449
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS. COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent.s death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
4/19/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh~
Clerk of the Orphans. Court
cc: File
Personal Representative(s)
vr
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Glenn O. Fogelsanger
Date of Death: 04/19/2001
Estate No. 2001-00449
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: Yes _ No X-
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: December 15~ 2006.
3. If the answer to NO.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court? Yes
No_
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
partiesininterest? 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. ../. .
~~~
Hamilton C. Davis, Esquire
P.O. Box 40
Shippensburg, P A 17257
(717) 532-5713
Date:
~/J.akJ~
/ /
LS :11
Capacity: _ Personal Representative
XX Counsel for Personal
Representative
-~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Glenn O. Fogelsanger
Date of Death: 04/19/2001
Estate No. 2001-00449
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: Yes X No_
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to NO.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court? Yes
No X
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account informally to the
parties in interest? Yes X No_
d.
Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' court and
may be attached to this repart~ tl 1.-:---
Hamilton C. Davis, Esquire
P.O. Box 40
Shippensburg, P A 17257
(717) 532-5713
Date:
J/9/01
I I
85 :C' I: f
v He! "2 f
Capacity: ~ Personal Representative
XX Counsel for Personal
Representative
cJ
1~--~9-1
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~'*
NOTICE OF INHERITANCE TAX
APPRAISEKENTL ALLOKANCE OR DISALLOKANCE
OF DEDUCTION~. AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REY-1548 EX AFP 101-02)
'YnA TE
ESTATE OF
DATE OF DEATH
FILE NUMBER
'\11 :QQUNTY
, SfN/DC
ACN
03-04-2002
FOGEl SANGER
04-19-2001
21 01-0449
CUMBERLAND
184-26-3118
01150880
Allount Rellitted
GLENN
o
.02 MAR-1
SANDRA E GOSSERT
1030 MUD LEVER RD
SHIPPENSBURG PA 17257 C;>.;'f<<
Gltl1lDC
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 ~
iifv=is4-i-EX--AFP--CO-l-:02i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-04-2002
ESTATE OF FOGELSANGER
GLENN
o DATE OF DEATH 04-19-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0449
TAX RETURN WAS:
S.S/D.C. NO. 184-26-3118
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01150880
FINANCIAL INSTITUTION: PSECU
ACCOUNT NO.
0184263118
TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST ()() TIME CERTIFICATE
DATE ESTABLISHED 11-20-1995
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
20.069.23
0.500
10.034.62
.00
10.034.62
.45
451. 56
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT. SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS. AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 03-12-2002 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 451. 56
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 3.85
TOTAL DUE 455.41
. IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ·
( IF TOTAL DUE IS LESS THAN $1. NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR). YOU "AY BE DUE A REFUND.
_ _~ ________ ____ __ _..__ ___..... ___ ...._......_.............r- "
! fo<A)li ' /
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
e,
V
BUREAU OF INDIVIDUAL TAXES
I~~r~ANcE TAX DIVISION
llEP"' Z80601
HA~~ISBURG, PA 17128-0601
SANDRA E GOSSERT
1030 MUD LEVER RD
SHIPPENSBURG PA 17257-0000
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
REV-16D4 EX AFP Ill-DOl
03-05-2002
FOGEL SANGER
04-19-2001
21 01-0449
CUMBERLAND
184-26-3118
01150880
Allount Rellitted
GLENN 0
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-1604 EX AFP (12-00)
-- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __
DATE 03-05-2002
ESTATE OF FOGEL SANGER
GLENN
o DATE OF DEATH 04-19-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0449
ADJUSTMENT BASED ON:
S.S/D.C. NO. 184-26-3118
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
01150880
FINANCIAL INSTITUTION: PSECU
ACCOUNT NO. 0184263118
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 11-20-1995
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.500
.00
.00
.00
.45
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
,
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE 00
. IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR).
vnll M&V BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-!\8)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
GLENN FOGELSANGER
REVIEWED BY
ACN
2101-0449
01150880
Karen J. Appleby
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Above-referenced ACN(s) are being adjusted to reflect zero tax due since they have been
reported on the probate return.
o
:q-
C'-J
L::
~
..:-
'....""j
~
~
- ....
,.....,...
....; .......
ROW
Page 1
I c:, <--~;l 9 ~ I
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
*&J
REY-483 EX AFP [Ol-DZl
JJATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
MAR -8 P 1 :tl~NTY
ACN
03-11-2002
FOGEL SANGER
04-19-2001
21 01-0449
CUMBERLAND
201
GLENN
o
HAMILTON C DAVIS
ZULLINGER DAVIS
PO BOX 40
SHIPPENSBURG
.02
Allount Rellitted
Ci2:i',
PA 17257CurnL_
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR FILES .......
REV=48'3--E)"C-i.FP--Coi:.-02i-----.-.-NOfic'E--OF--OETERMii..-i.fioti-ANO-ASSESS-MENy----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF FOGELSANGER
GLENN
o FILE NO.21 01-0449
ESTATE TAX DETERMINATION
ACN 201
DATE 03-11-2002
1. Credit For State Death Taxes as Verified
29,748.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
43,438.44
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
43,438.44
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE. SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE
nll~ ... D~~IINn_ !:oFF R~U~RS~ S:rD~ OF TH:rS FORH FOR INSTRUCTIONS.)
",
16 - c:2 02. 9 - /
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-11-2002
FOGEL SANGER
04-19-2001
21 01-0449
CUMBERLAND
101
Ro(~;
HAMILTON C DAVIS
ZULLINGER DAVIS
PO BOX 40
SHIPPENSBURG
'02 ['lAR 1 8 P 2 : 1 6
C:cd.
PA 1 ~f.mlhi183
'*
REY-1547 EX AFP 101-D2l
GLENN
o
Allount Rellitted
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
) CHANGED
350.000.00
6.83
.00
219,108.63
365,238.73
10.000.00
124,182.39
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
60,645.20
2.554.43
(11)
(12)
(13)
(14)
.00 X
1,005,336.95 X
.00 X
.00 X
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=is'trj-E3f-iFP--foY:02Y-NOYiCE--OF-YtiHEifiiAiiCi-YAX-APPRAisEMENT-,--iLi-oWAiici-oi------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FOGEL SANGER GLENN 0 FILE NO. 21 01-0449 ACN 101 DATE 03-11-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
1,068,536.58
63.199 63
1,005,336.95
.00
1,005,336.95
00 =
045 =
12 =
15 =
.00
45,240.16
.00
.00
45,240.16
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS.
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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
NOTE:
(19)=
.
(+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-19-2001 CDOOOO71 2,253.28 42,812.40
01-18-2002 CDOOO773 .00 174.48
TOTAL TAX CREDIT 45,240.16
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A RFFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
/
/--,
o
O~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Glenn O. Fogelsanger
Date of Death: 04/19/2001
Estate No. 2001-00449
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration ofthe estate is complete: Yes _ Noll
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete: August 31. 2003.
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes_ No_.
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.
~J, (! ~-
Hamilton C. Davis, Esquire
P.O. Box 40
Shippensburg, P A 17257
(717) 532-5713
fd~03
Date:
'-1
I "
:j-f
Capacity: _ Personal Representative
XX Counsel for Personal
Representative
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240 - 6345
Date: 3/10/2003
SANDRA E GOSSERT
1038 MUD LEVEL ROAD
SHIPPENSBURG, PA 17257
RE: Estate of FOGEL SANGER GLENN 0
File Number: 2001-00449
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: 4/19/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc: cl File
Counsel
Judge
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~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
Recore;:
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NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
JUN -2 All :18 COUNTY
ACN
REY-13i EX AFP (01-021
HAMILTON C DAVIS
ZULLINGER DAVIS
PO BOX 40
SHIPPENSBURG
.03
05-26-2003
FOGEL SANGER
04-19-2001
21 01-0449
CUMBERLAND
202
GLENN 0
Allount Rellitted
Clew
PA O\2l5lbe:
F.,},
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .......
Rifv=73~-Ex--iFP--[oi~-02)-----.-.-NCificE--oF--iETifRMiififio-N-Aifi-AirSESirMENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF FOGELSANGER
GLENN
o FILE NO.2l 01-0449
ACN 202
DATE 05-26-2003
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
29,748.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
42,986.88
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
42,986.88
5. Pennsylvania Estate Tax Due
.00
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
.00
7. Additional Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
nlll: .II RFFUND _ SH REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/15/2005
DAVIS HAMILTON C
POBOX 040
SHIPPENSBURG, PA 17257-0040
RE: Estate of FOGEL SANGER GLENN 0
File Number: 2001-00449
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 is due by:
4/19/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: Glenn O. Fogelsanger
Date of Death: 04/19/2001
Estate No. 2001-00449
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:
Date:
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1. State whether administration ofthe 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: December 15. 2005.
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court? Yes
No_.
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.
?ttJ, I' J---
Hamilton C. Davis, Esquire
P.O. Box 40
Shippensburg, P A 17257
(717) 532-5713
9/JD IDS-
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Capacity: _ Personal Representative
XX Counsel for Personal
Representative
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Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/07/2006
DAVIS HAMILTON C
20 E BURD ST STE 6
PO BOX 40
SHIPPENSBURG, PA 17257-0040
RE: Estate of FOGEL SANGER GLENN 0
File Number: 2001-00449
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
4/19/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh-
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
~t
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/07/2006
SANDRA E GOSSERT
1038 MUD LEVEL ROAD
SHIPPENSBURG, PA 17257
RE: Estate of FOGELSANGER GLENN 0
File Number: 2001-00449
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
4/19/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
f}
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Glenn O. FogeIsanger
Date of Death: 04/1912001
Estate No. 2001-00449
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: Yes _ NoX-
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: July 3 L 2005.
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court? Yes
No_.
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_
Date:
d. Copies of receipts, releases, joinders and approvals of fonnal or
infonnal accounts may be filed with the Clerk: of the Orphans' court and
may be attached to this report.
~114
.. . n C. avis, Esquire
P.O. Box 40
Shippensburg, PA 17257
(717) 532-5713
t
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Capacity: _ Personal Representative
XX Counsel for Personal
Representative
cI<
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Glenn O. Fogelsanger
Date of Death: 04/19/2001
Estate No. 2001-00449
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: Yes _ No-X-
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: December 15. 2006.
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court? Yes
No_.
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
partiesininterest? Yes_ No_
d.
Date:
-.;/aa/N
/ /
Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' court and
may be attached to this report. "'./. .
~ ~ 1.-:--~
Hamilton C. Davis, Esquire
P.O. Box 40
Shippensburg, P A 17257
(717) 532-5713
LS : i I
Capacity: _ Personal Representative
XX Counsel for Personal
Representative
-~(;})
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Glenn O. Fogelsanger
Date of Death: 04/19/2001
Estate No. 2001-00449
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration ofthe estate is complete: Yes X No_
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court? Yes
No X
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account informally to the
parties in interest? Yes X No_
d.
Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' court and
may be attached to this rep~ (I. ,/L.;.-
Hamilton C. Davis, Esquire
P.O. Box 40
Shippensburg, P A 17257
(717) 532-5713
Date:
J/9/01
I I
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(; f ~.}'.
Capacity: _ Personal Representative
XX Counsel for Personal
Representative
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