Loading...
HomeMy WebLinkAbout01-0158 PETITION FOR BROBATE and GRANT OF LETTERS ;~:t;n'twn }~cl ~IO~ f.tA/~~ ~~; 21-01-158 Register of W.Jlls fqr the; J . Deceased. County of (--U../IJ,{ bf tr (l q (1 in the Social Security No.~/ L'':'' C ~ CJT?, (J Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of ~..g,e.-or Ci>lder an .~~ execut{)t in the last will of the above decedent, dated ,\ LL '1 J I and codicil(s) dated n~;ned , 19, /; (state relevant circllmstances, e.g. renunciation, death of executor, etc.) Oecendent was domiciled at death in 1 bt'. ;~ It( /1) he ,- _ !ast famp!, pr))rin~al resi nf;e ~t. . t'-f () -, a... .~ v ((L ~ VJ F ,t/-;. L.- 1 fL-" .'. (list street, number and muncjPality) Oecend~nt, then -3J~ years of age, died (1\]( t C b <2- r2;S'f- ,:::f9::c.t, (t" at f,/ILL.7 [j- C~-V" e/ Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of, the '1ill offered for r ba e; was not the victim of a killing and was never adjudicated incompetent: ' .- It " , ( /1'/ (/(, $ V>,l .,.- $ / $ $ /. /. 10 L-; L,i Oecendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania 'Vi ~ A situated as follows: I J't / WHEREFORE, petitioner(s) respectfully. request(s) thtL probate of the last will and codicil(s) presented herewith and the grant of letters -t1:: 5. IzLj'tJ f /-11' Lt. v~y / (testamentary; administration c. La.; administration d.b.n.c.La.) theron. Q) ~ v ~Z Q) '- oc~ -00 ~:~ '-' 7c.. V'- ~ 0 ~ 51 ~ v{f1({;/ V i~{{e)5~[7~ , ..~~ g~~w~/~~ ..~ I.;i~;~[t~~ i7CE;C OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA l -.~ (- S:::i COUNTY OF CUMBERLAND J The petitioner(s) ab,~ve-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well i!!ld truly a~i 'ster the estate according to law. / /1 ^ /. /)' /' fl ) . . . .. j/ '-, / // ~ "I Sworn to or affIrmed ana subscnbed vi V' - /,' (,I /( 'V1. (I Vl before me this 21 s t day of { ~. ~}p/:~E('~O;~'t <.,..;;;,~~-ifT~~ ~y ~ / .' / / Register (/ ~ // ~ 16 -- r;2(']P - /1 ~o. 21-01-158 Estate of Viola M Vogelsong , Deceased DECREE OF PROBATE A~D GRA~T OF LETTERS and Letters are hereby granted to AND NOW February 8, 2001 IlJ_, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated JULY 11, 1986 described therein be admitted to probate and filed of record as the last will of Viola M Vogelsong AKA Viola May Vogelsong Testamentary Vance V Vogelsong . ---vJJ (; ~'. ! ," , / 7'! / ./ /' // ~/ < ~/' ~jj L/ '/'/ /'/;./ I --- -1 l., ~ A...(j ,/ / / /.. , ,7 '!/ gister of Wills FEES Probate, Letters, Etc. ......... Short Certificates( ).......... x-pageq RenunCiation JCP $ 40. 00 $_ 6.00 . . . . . . . . . . . . . . .. $ 12.00 $ 5. 00 TOTAL_$ 63.00 ... .P~~'" .?1.,. .?9P.l................ ATTORNEY (Sup. Ct. I.D. No.) ADDRESS Filed PHONE //}/'/;/ 7D Ek'E<!. !~ tu ,-l'rtih tl13l t:1\' i!dorllLH!()!1 hell' gi\l'l1 !\q_';i\!r.lr' The ori~"j!1,;j ,-'-'!lill",j(C' \\i11 he !!()in ;111 ()l !~')i];ll ,nlili,_,l(l' ( ,le;!!:l d:lh t,) (h.\t;iil' \'11,11 !{l'U)lds ()jI!Cl' t~H [1,m!,ll!' 11: ii' \\1(11 rm .1' WARNING: It is illegal to duplicate this copy by photostat or photo~~raph. ','L t; 11 rh i, ;, .' . (I i) i ",",'1-'; III' / o~->~...; -';;" <(lII~~\..\~,-OE![i<~ /?~~/ "ifj""'"c\ l ~ /~ ',~:: \.\ ~\~, ~~(?":.\ t ::e ;;.l~ %\ \~<<:, ,>=11 \ ~{':' , ~ .. , ~~:) ,-,-~, "-'" ~-'",,",\' :o-~ _ +....,/ -:O-:>,..,!iMrN1 ~'" ~\'II" "~Qt~/..!E'.!j.!.~! I ~ /'1?~~ u ll.... ! i I P 6918245 OCT 2 f, 2000 >....( 1 ! ),i 21-01-158 ITEM' t SHOUI.J' J-f RF~D l\S roLt'(1~; t/ #' {...~ K /2 0 ;I ~/~ ~ f.1 ~./-4-tYPpL-- COMMONWEAL-otOF PENNSYLVANIA · DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH . He" 2187 Y,s STATE FilE NUMBER ------------ --- --- ~-~l SECUR:';BER -97?IJ BIRTHPLACE :C.ly dr-d PlACE OF DEATH (Ct>Ec1< ""'y 01'8 -- __ ,ost,ucl""", on "'''''' SlOeI 3""6 Of fc,eogn eounlly) HOSPITAl-- Inpal..nt 0 ERlOulpall.nt 0 7 Ia. FACILlT'I' NAME (It 001 ,n",'IUIIOO, give SIree1 and oumtl6r, DATEOF DEATH ,Mcn;;;:Ei;;;.:;';;~-~ NAME OF DECEDENT If"" M,dO.e, ,aso) I.. Viola M. \Cg:iliulJ AGE (Last B,(fMay) UNDER 1 YEAR Montha Days 4.oCt. 21 ,2000 84 OOAD g':=~) 0 5_ COUNTY OF DEnH DECEDENT'S USUAL OCCUPMION (G..e Iund Oh'Olk done duong mosI of working ~f.; do no! use ,ellled ) IlL housewife lib. own home DECEDENT'S MAILING AOOAESS (St,..., CltylTOwn. SlaIe..lop Code) DECEDENT'S ACTUAL RESIDENCE lSee InSlrucbOI\S on oIt"le, ~de) 1700 Market Street I.. Camp Hill, PA 17011 17a_ Slat. MARITAL STATUS. Mamed N8"e, ManMtd. W~. OMl<ced (Specty) 14~idowed 17c.0 'IM._liYedin RACE - Am.ncan Indian, 8la<:k. Wh~., ".e (SpecIy) 10_ whi te SURVIVING SPOUSE III ""'e. gill" ma.oen name) lb. Cumber land Co. Cumberland Otd - -"I lownship1 t~ LICENSE NUMBER 2lP 013163 L """ No. CleC_1Ned Camp Hi 11 17~willun lClualltmds of MOTHER'S NAME ,F'51. Moddle. Malden Surname) I.. Viola Korh INFP!l~ANT'S UAI),.INO AOOA~S ~.... C".)'QOwn. ~"'. lip Cqde' 2J.LU N. ~econa bt. ,wonTIleysnurg,PA17043 PlACE OF DISPOSITION. Name aI C_e'Y, Cremlto'Y LOCATION. CilyfTown, Sla'e. X", Code Ol .91.... P~e Langsdorf Cemetery Silver Spring Twp,PA17050 21c. 21d. NAME AND AOOAESS OF FACILITY F\IEral H:ne,324 Humel Ave. ,I..aTr::1yr'E,PA17043 cllylborc FATHER'S NAME (Fit5l. Moddle, la5l) Ear 1 Grubb l?b. County Shelly LICENSE NUMBER .. hems 24-26 must be compleled by ; per!mn who pronounces death 2311. TIME OF DEATH DATE PRONOUNCED DEAD (Monlh, Day. Yea') DATE SIGNED (MonIh, Day. Yeat) 2~. 2k. WAS CASE REFERRED TO MEDICAL EXAMINEAlCORONER1 y..D NoJa 24_ M 25. ...I 2f PART I: Enter the diseases. InJunes Of compJtcahons wh.ch caused tile death 00 not enter Ihe mode of dYing, such as cardiac 01 respiratory dOSSI. St\ock or heart faLJur. LIS1 only one cause on eacn hoe _DlATE CAUSE (F'na1 <IIS8iiS8 Ol condlllOO __ '-.c;a on 08aIh) - ~ :: Sequene~ &I. condibons : d any, IeedIng to 'mmedo.al. :jj"-' Enter UHOERLYING .. CAUSE (Otsease Of ,0JUlY ..1Nl1lllbaled e"",,1S .::' esuIIng on death) LAST .. ;; WAS AN AUTOPSY -!PEAFORMED1 ~ c.... A /.f tJl 0 ~v tom a,.-yA A y' DUE 10(00 AS ACONSEOUENCE Of): As cv.o DUE 10 (~ ~ A CONSEOUE NeE on Nr,y _ DUE 10(00 AS A CONs..eOUENCE~: d ~+O~/~ ~~o~ WERE AUlOPSY FINDINGS MANNER OF DEATH AlAlLA81E PRIOR 10 co..IPlETION OF CAUSE OF DEATH? /f1l~~s7 21. , Approximate : lIllervalbelw..n ,0-- and duth I I I PART II: OCher significant c:ondilions contributing 10 dea.h. but nol result"'ll in the uncIe/Iytng cause _ in PART I DATE OF INJURY (M()(lrtl, Day. Year) TIME OF INJURY INJURY AT INORK? DESCRIBE HOW INJURY OCCURRED_ Natural {g o o HomICide ,! Acctdent Pending InvesUgaltOO o o o :~:CE OF INJURY _ Al home, ta,;':;"... factory. offic. M. building, .Ic, l$poclll/} 3Oe. '1M 0 NoD _0 NO~ Yes 0 NoD Suacode Could 001 boo delermlned (/.0. 21a. 2.b. CERTIFIER IC~&Ck OOly one) .CERTlfYING PHYSICIAN (,PhYStClcln cerllfYlog cause 01 ceathNtlefl doolher phys..c,an has pronounced dealtl ana comlJtele<1 lIem 23l To the _t ot mr knowledge, deeth occurred _10 the eause(slend mann.r... slated. _ 29_ 'MEDICAL EXAMINER/CORONER On Ihe baei. of examination and/or Invesligallon. on mr opinion, deelh occurred allheUme, dl'e, and place, and due to Ihe ceuse(.) end menner .. stlled. ' .. . ... ,. .. .......,.., _, _. _.. .. _ _ . . . _ . . . . . . . . , .. .. _ . .. _. _... _. .... _ . _ . _ _ . . . . 31a REGISTRAR'S SIGNATURE ANO NUMBER """"77 ------- Ur~~ ~ ~ I~I ~/JI o 31b_ LICENSE NUM_BER DATE SIGNED \M.,."Day. _y o 31c tJ6 (.J~ 6!J'3 ff-~ 31d. /0/ 2.1/ (CJ't;) NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DEATH (Item 271 Type or PII"7:' $. C!.., ~ ~ ~ -"11 tJ. o. [J ZD;ZND""~ AvE.. 32_ c::~_'" /01' '~.A. p,q DAl E fOLED (Monlll Da~ Yea" 34. Ie ~'/ao I~"/I i .i ']I -tI :i -tI .. .PRONOUNCJNG AND CERTIFYING PHYS'CIAN tPh'iS'Clo3n tx)lt: ~(onouflclng Oflodth dnd CeflllYlng 10 cause 01 dealt'll TO the Wet of my knowledgft, de.th occurred ...the Ume. date, ind place, ~nd due to the cause(s) and m.nner al.lilted.. :13 21-01-158 3Enst lIill nub Qrtstnnttut I. VIOLA M. VOGELSONG, of Middlesex Township, Cumberland County, Pennsyl vania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. ARTICLE I. I direct payment of all my legal debts and the expenses of my last illness and funeral from my Estate as soon after my death as conveniently may be done. I authorize my Executrix to expend funds from my Estate for the purchase, erection and inscription of a suitable grave marker. All the foregoing shall be considered expenses of the administration of my Estate. ARTICLE II. I give and bequeath my automobile, household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, to such of my children who survive me, to be divided among them by my Executor with due regard for their personal preferences in as nearly equal shares as practical. ARTICLE III. All the rest, residue and remainder of my Estate, of whatever nature and wherever situate, I give, devise and bequeath unto my children, VANCE V. VOGELSONG, Mechanicsburg, Pennsylvania; EUGENE F. VOGELSONG, York Haven, Pennsylvania; and GWENDOLYN J. SHELLY, Wormleysburg, Pennsylvania, share and share alike. Should any of my children predecease me, I direct that such child's share shall pass to his or her issue per stirpes by representation. . , ARTICLE IV. Should any person entitled to a share of my Estate not have reached the age of twenty one (21) years at the time for distribution to him or her, I devise and bequeath the share of such person unto DAUPHIN DEPOSIT BA1~K AND TRUST COMPANY, Harrisburg, Pennsylvania, IN TRUST, to hold, manage, invest and reinvest the share so received, and to use and apply the income and principal, or so much thereof as, in Trustee's discretion, may be necessary or appropriate for such beneficiary's support and education (including college education, both graduate and undergraduate) without regard to his or her parents' ability to provide for such support or education, or to make payments for these purposes, without further responsibility, to such beneficiary or to such beneficiary's parents or to any person taking care of such beneficiary. Any principal or income not so applied shall be distributed to such beneficiary absolutely when he or she attains the age of twenty one (21) years. In the event the beneficiary shall die before attaining age twenty one (21), the principal, accumulated and undistributed income remaining at the time of the beneficiary's death shall be distributed to the personal representative of the beneficiary's estate or to his or her estate. The interest of any beneficiary hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. I I I I I I and I I I IN WITNESS WHEREOF I i' _ ' I / ~... day of -)..-; , 1986. I I I I I I ARTICLE V. I name, constitute and appoint my son, VANCE V. VOGELSONG, Executor of this my Last Will. Should he fail to qualify or cease to so act, I name, constitute appoint my son, EUGENE F. VOGELSONG, Executor of this my Last Will. I have hereunto set my hand and seal on this the / i I ~ I L .rr {(t., /~ I j (SEAL) " Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her request in her presence and in the presence of each other have hereunto subscribed our names as witnesses. ,-7yL/{'(I(il/l). 'flit!> x// /,)//,',1' ',(. f~- /1 f o f (,. :.11 I ~ /1 / .Jlilfi. J! i'/ '- i/ J;/ ~t.:v . " ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CU1VIBERLAND I, VIOLA M. VOGELSONG, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. (SEAL) Sworn or affirmed to and acknowledged before me, by VIOLA M. VOGELSONG, this 1 \ -L\I day of ")t-'''::L_y- , 1986. .) '.) \)M "Nclary ~~~.'-*- 'C\' f.l~,i ~<~ ~r~!:.~ f ~;jJl t-d~",:' P t..' 0 L.!C My CC::lIi:::;bn Expir~s D\lcemter 21. 1989 I "'mo' PA Cur berland Count't - I r AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND , f'11 (~ We, (\~Q."-U"'<-_'_-~" \-vv.~~'\.-<_) and Lu,~',,-,,,,,~~, y..~,' .........."j -- ,~ [.~ whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the foregoing instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. the witnesses /~'(;t / -t1 .~ il{~fYul L ./ /'>/ (;'. /"A///, { ..../.....(.'t..\." . '........v ii... i; ,/; ;/ ~i (-'M j ::. { '-' l " I.- t/\.("'[.t . / 'C"'.:"\-"v...,;;;' ,~,(\~~.witnesses, this Sworn or affirmed to and subscribed to before me by ('0-tM_~~~" y.,.~v), and \ \ i',t\ day of v-~'--'r-::- '" , 1986. () ",) \'\ ' , -----~'-'\---N~tary~l~---'~<'\ -...) ) j ~ ~-; ~r . '. ';.~ 1989 , -ar.i(i a". ,M CUi berland Count~ F :.-- --- CERTIFICATION 0 Name of Decedent: j,!; 6/ tl /ti- 1- ..11) ~)~ Date of Death: CJ~C- 7 ' I- L Will No.;2/ - J c' C I-I ;-:J NOTICE UNDER RULE 5.6 a /1 1 () f::')~ tJ21 J-c ~C) Admin. No. 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 Name / ^ / ' VeU1 (~ V. 1/ 6 9 eJs:OJ1j C U 1f!-t1 e- F G- L{) e ~1 d ~z./ ':r- Address '. J //,t 2- It'i-portk f/cc,,"- Ft'- / ./ "11"-Ilol LJ t / b 5 e-s It 1(1 jfyiDj-(\ / I ~ve~ ~J \/ Qht.J rL LJ . ..6 ), b J7. ~'tmlepbw1 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Dale riA II J If it {! I . / /' 1L~~1f2~~1 SIgnature .. ",,- Ldt1ce 1/ Ie re/SCJ1j_ Address /tta--A'Plorf })iZ !fHL,/ /70S0 Name Telephone (7/7 "7 '3.2-5 / L/ (:2,. Capacity: _ Personal Representative / ~Counsel for personal representative ('OlIRT OF COMMON PLEAS OF CUMBERLAND COUNTY. PI':NNSYLV ^NI^ ORPIIANS' COURT DIVISION I ',SIAl\': OF VioL.! Vogelsong NO. 21-01-158 Notice or claim hy IICR Manor Care 10 Ihe ('lerk or the Orphans' Court: I ,:NTI.:R the claim or IICR Manor Care (claimant) in the amount or $4.284.]5 (Four Thousand I \\iO Ilul1llred I.:ighty-Four and 35/100 Dollars). against the above entitled estate. The Decedent. whose last known address was ]4 Buttonwood ^ venue, Carlisle. Cumberland County. 1\,'llllsylvani<1 1701]. and who died: October 21.2000. h //) "'- " Amy F. W~ IIson. Esq. !> Attorney tor Claimant. ' '" IICR Manor Care 267 E. Market Street York. Pennsylvania 174()] (717) 846-1252 l.D. No. X7062 RE'b1500 EX (6-00) COMMONWEALTH OF . PE~NSYlVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 If.., - ::(d~ - /Lj- REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C UJ U UJ C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) VOGELSONG, VIOLA M. a/k/a VI Y DATE OF DEATH (MM-DD-YEAR) DATE DF BIRTH (MM-DD-YEAR) October 21, 2000 October 10, 1916 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFIC~,~,L USiE ON1..Y ,...._.._----~-,-,~-~...__.~.~-----~_.,--,._. FILE NUMBER 21_01 o 0 1 5 8 -- -- ----- COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 09 9730 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 001. Original Return 02, Supplemental Return D 3. Remainder Retum (dala of dealh prior 10 12-1U2) o 4. Limited Estate D 4a. Future Interest Compromis~ (dale ofdealh sl'ler 12-12.-82) 0 5. Federal Estate Tax Return Required GU 6. Decedent Died Testale (Attach copy 01 Will) 07. Decedent Maintained a Living Trust (A\lIIch ccpyofTrust) 8. T01al Number of Safe Deposn Boxas o 9. Litigation Proceeds Received 0 10. Spousal POl/erty Credit {date 0( l!eatll bt\ww\ 12.31-91 and-1-1-95) 0 11. Elec\ion to tax under Sec. 9113{A) {AlUleh 5th 0) ;::tH!~ll!i;C;:E(Q ..j:ii!l)~!l;)lij~~C15Mf'@ltJ;p;:4!;~C@RReSRl!j'I'IPJ;NCg),\:fijj:)t~Qt:J)pgI'lJ ~\,)";f,' '.:Ifjj;oj{NiA)9N;Js€l:~g~P:Ti3g'l;llR\':CtgP;I()i.'.. COMPLETE MAILING ADDRESS 301 Market st. P. O. Box 109 Lemoyne, PA 17043-0109 w ... :.::'SU) 0"''' w"o ",00 0"'''' ..Ill .. '" (II) 39,205.31 (12) (::l2.254.1g1 (13) -0- (14) -0- x.O_ (IS] -0- x.O_ (16) _0 x .12 (17) -O- x .15 (18) -0- (19) -0- J- '" w " " " .. en w '" '" o " NAME Edmund G. Myers, Esq. FIRM NAME Qr Applicable) TElEPHONE NUMBER (717) 761-4540 OFFICIAl.. USE ONI..Y (8) 6.951.12 (1) (2) (3) (4) (5) z o ~ :J l- ii: <3 w 0:: 1. Real Eslate (Schedule A) 2. Stocks and Bonds (Schedule B) 3, Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Noles Receivable (Schedule D) 5, Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. JoinUy Owned Property (Schedule F) o Separate Billing Requested 7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedul, G or L) 8. Total Gross Assets (total LInes 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage liabilities, & Uens (Schedule I) 11. Total Deductions (iotal Unas 9 & 10) 12, Net Value of Estate (Line 8 minus Une 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to lax has not been made (Schedule J) ''"'','' ).1;::AY&l~jf:(,i~'{ii?:,~\~fXm0!i:~~;r~~1:~'?r:?;';'e~t$g~~'::lo.X~~$~'B7"~'~41,q(f ~~'frpN~%Ql;j,:."ft,~~~$'_$~_$lP'~::'~'r:;,'rt':Re~B~c'g:~:MATH:;~;W~l:.:i.,..,j,:,;S~;;?~..,~;\(j':,14'( W#!tW~,~t::;~:~~:':;;':!;::~~;;1,1i, 6.951.12 (6) (7) (9) (10) 833.00 38 , 372.31 z o ~ .... :J a. :2E o u ~ 14. Net Value Subject to Tax (Line 12 minus Une 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rale, or transfers under Sec. 9116 (a)(l.2) 16. Amount of Una 141axable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18, Amount of Lina 141axable at collateral rale 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS Manor Care Health Services . 1700 Market St. CITY Camp Hill I STATE PA I ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page Hine 19) (1) - 0- 2. CredilslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A+ B+ C) (2) -0- 3. InlerestlPenaity if applicable D.lnterest E. Penalty TotallnteresUPenalty ( D + E ) (3) _ 0 _ 4. If Line 2 is greater than line 1 . line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. n Line 1 + Line 31s 9reater than Line 2, enter the difference. This Is the TAX DUE. (5) - 0- A. Enter the Interest on the tex due.. (5A) (5B) Make Check Payable to: REGfSTEROF WILLS, AGENT 8liil!llr.!!l!i'-~.~~-'--~"-~~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS. 1. Did decedent make a transfer and: Ves No a. retain the use or income of the property transferred;.......................................................................................... 0 [XJ b. retein the right to designate who shall use the property transferred or its income; .......................................,.... 0 ~ c. retain a reversionary Interest; or.......................................................:.................................................................. 0 ~ d. receive the promise for life of either payments, benetits or care? ...................................................................... 0 [XJ. 2. If deeth occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 3. Did decedent own an "in trust fo~ or payable upon death bank account or security at his or her death? .............. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probata property which contains a beneticiary designalion? .................................................................................""'"'''''''''''''''''''''''''''''''' 0 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. -0- [XJ !Zl ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements. and to the lresl at my knowledge and be>>ef, n Is true. correcl and comple\e. Declaration of preparer other than the personal repre tlve Is based on slllnformation of which peeparsr has BrlY krlowledge. SIGNATURE 0 SON RES 0 SIB FOR F NG RETURN "~. ance 1662 Airport Drive, Mechanicsburq, PA 17050 SIGNATURE OF P~HAN REPRESENTATIVE ADDRESS Edmund G. Myers, Esq. 301 Market St., P. O. Box 109, Lemoyne, PA 17043-0109 ;ci',,\.':lil.~F-~Jl~I;li'P',.~~~~~'I!I\'~M\I'lliiiBr~'!'.'}l For dates of death on or after Juiy 1, 1994 and before January 1, 1995, the tax rate imposed on the nat vaiue of transfers to or for the use of the surviving spouse is 3% [72 P.S. g9t16 (a) (1.1) (i)). For datas of death on or after January I, 1995, the tax rate imposad on the net value of transfers 10 Dr for the use of the surviving spouse is 0% [72 P.S. g9116 (a) (1.1) (im. The statute does not examot a transfer to a survivin9 spouse from tax, and the statutory reqUirements for disclosura of assets and tiling a tax return are still applicable avan if the surviving spousa is tha only beneticiary. For dates of death on or after July I, 2000: The tax rate imposed on tha net value of transfars from a deceased child twanty-one years of age or youngar al daath to or for the use of a natural parent, an adoptive parenl, Dr a stapparent oflhe child is 0% [72 P.S. g9116(a)(1.2)]. The lax rate imposed on the nel vaiua oftrans!ers 10 or for the use of the decedent's lineai beneticiaries is 4.5%, except as notad in 72 P.S. g9116(1.2) [72 P.S. g9116(a)(I)]. The tax rale imposed on tha net valua of transfers to or for the use of the decedanfs siblings is 12% [72 P.S. g9116(a)(1.3)J. A sibling Is detined, under Section 9102, as an individual who has at laast one parent in common with the decedent, whather by blood or adoption. ADDRESS DATE il(7(o( DATE [I/'7/0t . REV"~""["97I.. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF VOGELSONG, VIOLA M. ajkja VOGELSONG, VIOLA MAY FILE NUMBER 21-01-00158 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 1. DESCRIPTION VALUE AT DATE OF DEATH Allfirst Trust - Checking Account No. 00875-0340-9 Date of death balance, plus accrued interest 5,231.12 2. First Union - Savings Account NO. 3083366562073 Date of death balance, plus accrued interest 1,720.00 TOTAL (Also enter on line 5, Recapitulation) $ 6, 951 . 12 (If more space is needed, Insert additional sheets of the same size) REV-1511 EX+ (12-99) . J;~i~ "'~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF VOGELSONG, VIOLA M. a/k/a VOGELSONG, VIOLA MAY FILE NUMBER 21-01-00158 Debts 01 decedent must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1- Prepaid -0- B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s} Street Address City State _ Zip Year(s) Commission Paid: 2. Attorney Fees - Johnson, Duffie, Stewart & Weidner 750.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State_Zip Relationship of Claimant to Decedent 4. Probate Fees - Register of wills - Cumberland County 63.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Register of wills - file Inventory and Inheritance Tax Return 20.00 TOTAL (Also enter on line 9, Recapitulation) $ 833.00 Of more space is needed, insert addil10nal sheets of the same size} REV'1512EX.(l.S7).,~:~_,. ' _ n - ::.--, ";12. ~ COMMONWEALTH OF PENNSYL VAI.II.A. INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF VOGELSONG, VIOLA VOGELSONG, VIOLA SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS M. a/k/a MAY FILE NUMBER 21-01-00158 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 2. 3. 4 . 1. Manor Care, Camp Hill - 583 - decedent's account balance due to decedent's Social Security and pension payments not being forwarded to Manor Care per Agreement. (Transition from Dauphin Deposit to Allfirst created the problem regarding the forwarding of the Social Security & Pension to ManorCare). 4,284.35 440.00 12,428.85 21.219.11 Camp Hill Fire Co. No. 1 - emergency transport balance due Department of Public Welfare - Class 3 Claim (See attached) Department of Public Welfare - priority Class 6 Claim (See attached) TOTAL (Also enler on line 10, Recapitulation) $ 38. 372 . 31 (If more space is needed, insert additional sheets of the same size) - *' cc co u'~\)f RECENEO QC1 , 5 20Q\ OUf'f'I\: ~OHNSO~l-itl 'NE\Dl'lER Si\:'N"Rl' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS ESTATE RECOVERY PROGRAM PO BOX 6486 HARRISBURG, PA 17105-8486 October 11, 2001 JOHNSON DUFFIE STEWART & WEIDNER EDMUND G MYERS ESQUIRE 301 MARKET ST POBOX 109 LEMOYNE PA 17043-0109 Re: VIOLA VOGELSONG CIS #: 190192908 Co/Rec: 21/0086310 Date of Birth: 10/10/1916 SSN: 205-09-9730 Dear Mr. Myers: Please be advised that the Department of Public Welfare maintains a claim in the amount of $33,647.96 against the above-mentioned estate. This claim is for restitution of medical assistance granted on behalf of the decedent for which the Probate Estate is now responsible to reimburse the Department according to Act 49, 62 P.S. 1412, effective August 15, 1994, as amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's itemized statement of claim. A portion of this medical expense, namely $12,428.85, was incurred during the last six months of the decedent's life; therefore, it is a Class 3 claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely $21,219.11, is to be entered as a priority Class 6 claim against the estate. Please acknowledge receipt of this letter and advise whether the Commonwealth's claim is admitted and when payment may be expected. If the estate accounting is complete, please provide a copy. If the estate contains real estate, please provide copies of the deed, the latest tax assessment, and a current appraisal, if available. Sincerely, ~lLc.-- ~, f6~I? Jessica L. Bupp TPL Program Investigator 717-772-6617 717-772-6553 FAX Enclosure HCR.ManorCare Statement MANORCARE CAMP HILL 583 1700 MARKET STREET CAMP HILL, PA 17011 (717) -737-8551 /7"\ rr~~ !: \ i 1.-':' 1J VANCE VOGELSONG FOR VIOLA VOGELSONG 1662 AIRPORT DRIVE MECHANICSBURG, PA 17055 MEDICARE A PRIVATE ROOM 221 -B Please Return This Portion With Your Payment __ _ __ ~~~~'-:.S_O_N~.!. _ ~~~'-:.A_ _M___ __ _ _ __ _ _ _ _ _ _ _ _~1}J-.?_ _ _ _~~}.?!~~ _ _ ~~/_2}lE'~ _ _ ~~/_3}!~~ _ ___ DATE OF SERVICE SERVICE RENDERED CHARGES CREDITS 05/01/01 BALANCE FORWARD 4,284.35 (C(Q)[P)f PAYMENT DUE BY THE 10TH OF THE MONTH 4,284.35 AMOUNT DUE VIOLA VOGELSONG C/O VANCE VOGELSONG 1662 AIRPORT RD MECHANICSBURG, PA 17055 ] CHECK HERE FOR ADDRESS CORRECTiON Local: (717) 214-6018 ON BACKOFTHIS FORM TOll Free:1(877) 214-6018 Fax: (717) 214-6020 DETACH AND RETURN TOP PORTION WITH YOUR PAYMENT. . - - Camp Hill Fire Co No 1 Billing Office TIN: 23-6266703 P.O. Box 726 New Cumberland, PA 17070-0726 Address Service Requested QUANTITY ,~"'" //..," ' 1/ 'I '. PATIENT NAME: VOGELSONG, VIOLA''::: DATE OF SERVICE: 08/31/00 9:50 am Dx:578~9 787.03 789.0 INVOICE DATE: OS/20/01 INVOICE; NUMBER: 1770 FROM: HOME/RESIDENCE TO:HOLY SPIRIT HOSPITAL AMOUNT ENCLOSED: $ CHARGE TO: 0 VISA 0 MC 0 DISCOVER CARD NUMBER EXPIRATION DATE CARDHOLDER NAME (PLEASE PRINT) SIGNATURE 2.0 BLS MILEAGE (LOADED ONLY) DESCRIPTION OF SERVICE AMOUNT Late Pay Charge TOTAL CHARGES THIS CALL , UNIT PRICE A0380 10.00 20.00 0.00 $ '440.00 I , MEDICARE DENIED YOUR CLAIM BECAUSE THEY ARE REQUESTING A MEDICARE ! SIGNATURE. PLEASE REMIT SIGNATURE This account is 90 days past due! If we do not teceive your payment within 10 days, the account may be referred to aicollection agency. Please call us with insurance information or to arrange time payments. , DESCRIPTION OF PAYMENT REFERENCE PAYMENT DATE AMOUNT ---------- TOTAL PAYMENTS THI CALL $ 0.00 1770 -113 (P1) PAY THIS AMOUNT 1111" I 440.00 AMBULANCE alLLlNG OFFICE: P.O. BOX 726, NEV'1 CUMBERLAND, PA 17070-0726 """"".".,'.' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF VOGELSONG, VIOLA M. a/k/a VOGELSONG, VIOLA MAY FILE NUMBER 21-01-00158 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not UslTrustee(s) OF ESTATE NUMBER L NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outnght spousal distributions) 1. Vance V. Vogelsong 1662 Airport Drive Mechanicsburg, PA 17050 Son pne-third personal ~ffects; one-third jresidue, 2. Eugene F. Vogelsong 165 Hykes Mill Road York Haven, PA 17370 Son )ne-third personal "ffects; one-third residue. 3. Gwendolyn J. Shelly 420 N. Second Street Wormleysburg, PA 17043 Daughter )ne-third personal 8ffects; one-third residue. ENTER DOLLAR AMOUNTS FOR DiSTRIBUTiONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON.TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX is NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 DF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l j ss: Vance V. Voqelsonq according to law, deposes and says that he is Execu tor of the Estate of Viola M. VOGelsonG a/k/a viola late of Camp' Hill Borough , CumberlanJ1ed'un~?~t~~~2e~sed and that the OthO" . t d b Vance V. Vogelsong th '"d Executor WI In IS an Inven ory ma e y , e sal of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death 0 baing duly sworn ,1/J t0rz'~ i./ /1 / , 2001 r r- ~/ .' 11 /} ,1/ / . t~~lvtL/,..t" 1~4-tLtiM; '~ EXlIcutJr . Administrator Vance V. Vogelsong, Executor 1662 Airport Drive Sworn to and subscribed before me, M~-' ~ ! NC:'-ir\HID!. , - ~ \ nL~N;:f-" ,':-' l::t2C,/ Pubi Ie i I LCrlloynr', L'!:: [:"'!"': i, Co I I My Commi~iocn~E~plr~"s' ~ 200jj Mechanicsburg, FA 17050 Address Day October Month 2000 Date of Death 21st You INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of disc;overy of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. M q< 0 r- rl CO ~ ......... P-l ~ ..c:: ......... OJ CO ;::l -d 0) L.(") >- 19 0 Cl) c .... w 19Z S-I ... rl e::: I- IU :>t 0 ~ w < zo 0 C) 0 0 t:l. l- OU) CO u E 0 C). ID I 0 W en u)...:l C 0" ;1000) ~ w .....:l~ r-l rl :r: IQ CJ) ~H 0 J- t:l. ~l9 r-l 0.. H Z )-eo ..J U. \.90 IU ... I ..J -< 0 ..-; c.. (1) 0 ... rl W U. -< w 0> ::r: '~O"I N > 0 IX: > .;:. ~ <,0 z ~ - .z 0 c rl C .r=:e E :J . ci Vl Z ~~ CO 0 19 :< ~ u z w -< {) .,.. 0 0- ~~ -0 'd' CO .....:lH c C 00 IG "4- 'i: ;::l HH 0 Q) E b > >1 ...0 ~ 'd I Q) E -0 0 ~ I - ~ IU ::I 0 P-l I ...J () u: c::a \.. /6 - c~;'(/- ;,/!- / 7' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT 1 ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX R-::'" , C' ' DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-31-2001 VOGELSONG 10-21-2000 21 01-0158 CUMBERLAND 101 .02 EDMUND G MYERS ESQ JOHNSON ETAL PO BOX 109 LEMOVNE JAN -4 P1 ') .05 IlL. . C:E.'ri, (~gnrrtJ#3 REV-1547 EX AFP el2-DDl VIOLA Amount Remitted 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; iS47-EX-AFP-fi"2-':ooj--tioYicE--oF-YNHEififANcE-YA>ri(ppRA-isEMENT:--Aii-oWANCE-O"R------------ ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF VOGELSONG VIOLA FILE NO. 21 01-0158 ACN 101 DATE 12-31-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED 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) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 6.951.12 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: 833.00 (9) (10) NOTE: To insure proper credit to your account 1 submit the upper portion of this form with your tax payment. 6,951.12 3Q.201i 3] 32,254.19- .00 32,254.19- 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 .00 .00 .00 .00 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID I DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 38.372.31 (11) (12) (13) (14) .00 X 00 = .00 X 045 = .00 X 12 = .00 X 15 = (19)= . IF PAID AFTER DATE INDICATED 1 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), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) sit ~ PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION. STATUS REPORT UNDER RULE 6.12 Name of Decedent: VIOLA M. VOGELSONG Date of Death: October 21.2000 Will No.: 2001-00158 Admin No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 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 No X D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 1/16/0 v ~- .~J;;r4U Signature ' Edmund G. Myers, Esq. Johnson, Duffie, Stewart & Weidner 301 Market Street, P.O. Box 109 Lemoyne. PA 17043-0109 Address (717) 761-4540 Telephone No. r- Capacity: Personal Representative X Counsel for Personal Representative ('-.I P ,'- ..~ 5 ", ... r~. ,~~"