HomeMy WebLinkAbout06-18-79
Form RCC.lO
OFFICE OF THE
REGISTER OF WILLS
_./ I, -7 " /, ,,; -/
_',,\ / / ,I u ' /
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN
-;tel. 'd .
/z.-...,-, / J "
OF (":1 ImhRr I cmrl
COUNTY
AND AGENT OF THE COMMONWSALTH
./
ESTATE OF G. Raymond Fogelsonger
LATE OF
DATE OF FILING APPRAISEMENT ~ it" ::t (q fJ q OATS OF DEATH November 23, 1978
~
DATE NO. Of' NAME OF PAYEE REMARKS AMOUNT
VOUCH511lt
Mervin O. Foqelsanqer Funeral 1,382 00
Morlir-~I ALl '>; 1/1
Forest N. Myers A ttorney fees 2,943 71
M;:,rk ~ r:~..h~... ,Ir ^ fc.c.c- 1nn nn
News Chronicle Advertisement 12 00
Cumberland Law Journal Advertisement 18 00
G. Leonard Foqelsonqer Executive Commission 1,471 85
Grace F. All i son Executive Commission 1 471 Rt:)
Reaister of Wills Filing fees 36 00
Baker & Russell F ue l 0 i l ')01) Igl
Daniel Hershev Aooraisal 30 100
Pennsylvania Electric Co. Elect r i c 107 39
United Teleohone Co. Telephone 85 20
Raloh Dewalt Tree trimming 600 00
McCune Lumber Repairs 79 85
Eby Granite Works Letter i ng 85 00
-
$9,571 90
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF CUMBERLAND S.:
I. G. Leonard Foqelsonqer and Grace F. Allison
MY kNOWLEDGE AND BELIEF, THE FOREGOING 18 A JUST AND TRU E srATEMENT OF DEBTS.
ADMINISTRATION SUBMITTED TO THE EST"TE OF G. Leonard Foaelsonqer
INHERITANCE TAX PURPOSES, /7
X'"
" ~
. .',
HEREBY CERTIFY. THAT. TO THE BUT OF
FUNERAL EXPENSES "NO EXPENSES OF
DECEASED, AS DEDUCTIONS FOR
SWORN ANi:> SUBSCRIB!J:D BEFORE ME THIS
__Ie~
,/
.-
(L. S.)
;;,.~...;,)(:r/;~e_ CU~!h'_r"d'!,~' 1.~J., r2
My C0mm:ssicr. tx;,;if;;~ G,;r. .7.1, j..dO
,
REV-449 (8-78)
COMMONWEALTH OF PENNSYLV ANrA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
RESIDENT DECEDENT
COUNTY OF
r1/MRFRLANn
IMPORTANT:
This return must be completed in detail and filed in duplicate, with all attached, with the Register of Wills of the
County where decedent resided; Return is due within nine months after date of death, unless an extension is granted
by the Secretary of Re'llenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
.
ell f/l?
.:l./ - 'I p~- (.1{!:,"
IN THE MATTER OF THE ESTATE OF
G. Raymond Foqelsonqer
(STATE FULL NAME OF DECEDENT)
} AFFIDAVIT OF
EXECUTOR
~N~
County
Lete of rlJmhAr I i1nrl
Stote of PennsyLvania } u,
County of Cumberland
Administrator
G. Leonard
of the estate of the above-named decedent being duly sworn, depose
and say
Decedent died
November 23
(MONTH)
, 19~ ~estate leaving a last will, copy of which is hereto attached. }
(YEAR) ~l't~~
.; ) -2/ - C{ [1 C( G
(DAY)
Name and address of attorney or }
other authorized representative to whom
all correspondence should be mailed.
Fnr,::>s+ ~I MYEi>rjO, E~q'l i n~
109 1// Fi1~t King StrAAT
Sh i DDensbu.r:o PA. 172rs7.
That as such ~xecutors deponertt IS lamtltat witli the affaIrs
(EX ECU TO R-ADMIN 1ST RA TO R)
Executor S
of said estate and the property constituting
the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or
as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the
exception of the following: _
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHII" OF JOINT
HOLDERS TO DECEDENT
That the contents of said safe deposit box or boxes are itemized under Schedules
wi th the exception of the following, for the reasons hereinafter set forth:
of this return,
That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real propf:rty
in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the
mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at
death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the
columns provided therefore the assessed valuation of each of said parcels, the estimated market value thefl~of
as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property
wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of
death, whether in decedent's immediate pos ses sion, s tanding to decedent's credit in banks of deposit, savings
banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons
giving also separately the accrued interest thereon, if any, down to the last interest day priOT to decedent's
death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, Postal
savings, treasury certificates or notes and other evidence of indebtedness of the United States to the de-
cedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States,
or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death;
all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses, carriages,
automobiles, boats, and any and all other personal chattels of whatsoever kind or nl>ture, left by decedent,
together with the fairly estimated market value thereof; all bonds and mortgages held by dec'cdent and of all
claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing
for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if
any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be
less than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys
payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts
the proceeds of which were payable upon the death of the decedent; all and the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and accrued interes t thereon to the date of decedent's
death and other investment securities owned by the decedent at the time of death, with the market value there..
of at such time.
In the case of securities of close or family corpcrations, the values reported are as far as
Possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business, and in support of the value of such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or "business.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business, its location, and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of t.he decedent's interest
therein must be submitted. It should also set forth in itemized form, together with the fair market value
thereof, any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers of property, real or personal, within two years of decedent's
death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a co~y
of the deed, trust agreement or other instrument creating the trust. Therp. is also set forth in said
schedule a list of all property, real and personal, with its value, which pa~ses at decedent's death by
virtue of the exercise by decedent, either individually, orjointly with another, or any power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death, the nature of the:Lr res-
pective interests, the:Lr relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also
contains a statement showing which of the beneficiaries named in tha decedent's will, if any, died prior
to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary.
That SChedule E attached hereto and made a part hereof sets forth all property, real and per-
sonal, owned by the decedent jointly with another or others, including intangible, standing in the name
of the decedent and others, plus the date and place of record of instruments effecting the "esti ture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in con'5equence of the death of the decedent; debts and claims owing and unpaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary will present pl'oof of said claimed obligations upon re-
quest, that if the amount actually paid in settl ement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
....~....._..;....._......
That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary:, J Jir" /. / /./ /
y~'- '.'~r~
Subscribed and sworn to before me this ""';""""""''''H''H''''. (: \ ~j,.,
........ ... . day of.....May.. In9... .1/fU~d';;~.'2L....._._.
....,9.9.....r;.9.$..t.J$,.Lng,,,,SJ.r..eat.,.,,,,..,,..,,,.,,.,.""""""_""H'_"__"
(Street Number)
......s.~~~:~b~~~"~~...1~~r-""""..,,..""."""H."""..
SUSAN It MYERS, Notary Public
Lcmoyne, Cumberland Co., PI.
My Commission Expires Oct. 27, 1980
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None", and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business, that the
data and statements required under the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
RC C-3j1 (4-73) , .
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RE~DENT DECEDENT
SCHEDULE IIAu
REAL PROPERTY
*'
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent as tenant .in common with another or other, should be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule IIE.")
The real property located In the Commonwealth of PennsylvanIa should be (1 ) (2) (3)
descrIbed by lot and block number, street and street number, together wIth DEPARTMENT
a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title; If a farm state number of a- FOR YEAR OF ESTlMA TED CAUTION
cres; also statoment of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In this space)
to be listed on Schedule "F" and must not be deducted from this schedule.
None
f\.J a>-L
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
RC.c -35
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
.
COMMONWEALTH OF PENNSYLVANIA
Ta4NSFER INHERITANCE TAX
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly with another or others
must be li&ted under Schedule "E". Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P. O. D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e. g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank,
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in any undis tributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No. List and describe full y VALUE MARKEr VALUE (Do not write in
this space)
$1,849.50" ~
1. Furniture, etc.
2. 1976 Lincoln Continental Automob i le 6,000.00-
Insert this total opposite "Personal Property", Schedule "B" in X X $7,849.50 -r J f) L\ Cl. S 0
the "As Reported" column on the last page of this return.
RCC- 36
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDTJLE "c"
TR-'\NSFETlS
RESIDE""T DECEDENT
(1) Did decedent, within two years of death, make any transfer of any material part of his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) no
(2) Did decedent, wi thin two years of death, transfer property from himself to himself and another or
others (including a spouse) in joint ownership? (Answer yes or no) no
(3) If the answer to (1) or (2) above is in the affirmative state:
(a) Age of decedent at time of transfer
(b) State of decedent's health at time of making the transfer. (Note 1).
(c) Cause of decedent's death. (Note 1).
(4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no) no
(a) Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition? (Answer yes or no)
(b) What was the transferee's age at time of decedent's death?
(5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a) The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no) no
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) nn
(6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others
(7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor? (Answer yes or no) no
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) no
(9) If the answer to (8) above is in the affirmative, was the power to al ter, amend, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)
NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property
transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with
relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM
DESCRIPTION
MARKET VALUE
(Es tima ted)
DEPT. VALUATION
(Dept. Only)
None
NCl--J-
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
RCC-37 (112-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED
(If step-children or DATE INTEHEST OF
State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
ave an interest, vested, contingent or other- are involved, set STATE YES IN ESTATE
wise, in estate) forth this fact.) OR NO BIRTH
, , . c; t Fnic:rnnHI r '1;1 000,00
Shippensburg, PA
G. Leonard Foqelsonqer son yes 6-30-1905 1/6
Shippensburg, PA
r- F A I I i c;on rlHllnhter ves 6 18 1909 1/6
Shippensburg, PA
Ray E. Fogelsonger son yes 4-4-1911 1/6
Shippensburg, PA
Berkley R. Fogelsonger son no 5-8-1912 1/6
Shippensburq PA
R" .f.. ..J M ~rv..,al c:nn VAC: 11.?F..1Q?? 1 If)
Shippensburg, PA
Peqqy F. Boinis dauqhter yes 11-27-1930 1/6
WHc:hinntnn n r.
, I
\
h
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME
DATE OF DEATH
HESIDENCE
.... --:-
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.........
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~ IX:
SUMMARY
......q ......(Sch. "A")
....q..... ...(Sch. "B")
..(Sch. "C")
Real Property ........................
Personal Property..............
Transfers
Jo i nt pr()P..Eirfy
Gross Taxable Estate .
r-o '0
Z ~
.... ~ en
ell '" ...:l
Q) ::E ~
>< tJ <
~ ~
L. Q (/)
r- en (1) -
- <:(: <
L!"\ < OJ
\!) C 0...: <lS l:.=
I ~ tL. 0: '2 Cl.
CD ~ 0 (J): .. <lS Cl.
r- ~ ~ ~ -J: rn -0 ..?; <
I :I: < :I: ~ (1): L C ~,
... ... f-< Ol ::} co CIl Q
N ~ < 0: .D -' S
ci ~ ::r: ~ l.L (J) L. [j Z
0 f-< c: <Li ~
Z f-< en u (1): ..0 ~
tL. ~ c. 0:. E ..... ~
-"-' 0 0 0.. :J 0 l:.=
E U ....c
c ~ >- J:: .::: 0
0 co U): "= Cl.
:c ~ n:: Q) w.l
0:: f-< ..... ::: l:.=
.tl f-< . 0 c
'" < 19 ..... .G' 0
'2 0 E
'E ,;'; Q) :: E
... 0
~~ 0:: 0
~ U U
( 1 )
(As Reported)
$ ....None
$..7.,.849.50
$.
$5.)~q?4.~}8.
$q.. . .. .. . .........
$?~.,~?~~}8
(2)
(As Determined)
$
$
$
$
$
$
R C C,38
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE" E"
JOINTLY OWNED PROPERTY
RESIDENT DECEDENT
INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the rlecedent jointly
wi th another or others, including intangibles, standing in the name of the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief description, as indicated nnder Schedule
"A", plus the date and place of record of instrument effecting vestiture, but do not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule "8", plus date of acquisition, and the name, address and relationship (if any) of co-owners to
the decedent.
Description of Property, Date of Acquisition, Name uni t percentage Estate
Address and Relationship of Co-Owners, and Place Value Share Valuation
of Record of Instrument, where Real Estate.
1. Common Stock, First National Bank
of Shippensburg
.-
(a)v33 Shares (June 15, 1976) (#3378
Richard M. Fogelsonger (son)
420 Sunset Lane
SAippensburg, PA
(b) ,i U Shares #2538 1- '.
~~ggy F. Boinis (daughter)
Washington, D.C.
--(c) 22 Shares #2539 l-H
~. Leonard Foge1songer (son)
R.D.#2
_~)' Shippensburg, PA
ik'cl) 19 Shares #2540
Ray E. Foge1songer (son)
405 Clifton Road
/"Shippensburg, PAl 72 57
UtJ 19 Shares #3576
Ray E. Foge1songer (son)
(f)~3 Shares #3577
Richard M. Foge1songer
22
22
22
22
22
22
2.
(a)
Peoples National Bank
A:ertificate of Deposit #3282 $5000.bo
(April 1, 1973) II~.~~)
H,.-St ate Capi tal Savings & Loan
Certificate of Deposit #1522
(December 17, 1970)5000.bo
Richard M. Foge1songer (son)
420 Sunset Lane
Shippensburg, PA 17257
(b) Peoples National Bank
Certificates of Deposit
#s 110 & 177
March 1, 1966, Jan. 1, 1966
--~Orrstown Bank
Certificate of Deposit #158
December 17, 1965
G. Leonard Foge1songer (son)
R.D.#2
Shippensburg, PA 17257
2000.bo
ql.'-I
2000.00
------""'v
3. (a)
(1) State Capital Savings & Loan
Certificate of Deposit #15275000.00
Certificate of Deposit #15215000.00
Peoples National Bank
11) Certificate of Deposit #32815000.00
August 1, 1973 \ "?" ~)
(2) Certificate of Deposit
June 1, 1974
(3) Certificate of Deposit
June 1, 1976
(b)
#3913 500.)0
\ 1.\. ~ '7
#49503000.)0
95. . :l...
50%
50%
50%
50%
50%
50%
50%
50%
50%
50%
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
/'
363.00:'
121.0c(
.-
/"
242.00.
"
/
209.00
/
209.00
k
363.0('
~2500.00.~
9P · lrDJ- ~ "
\U'--?
. /
l.' '::;
2500.00 I...?'
'1"'-
1000.00....
LfZ."I-
1000.00,/
I
I
50% 2500.00-
50% 25 0 0 . 0 0.'
50% 2500.00
.::1.0, (~!)
50% 250.0~
1 . I
50% 1500.00
.j(p,lr\
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
~1.024. 78)
50J 504. 4'::~
\ "
'. .
.
Schedule "E" (continued)
'.
(4) Certificate of Deposit #3280
August 1, 1973
(5) Certificate of Deposit #1782
July 1, 1970
(6) Certificate of Deposit #279
June 1, 1966
(7) Certificate of Deposit #5350
AprilS, 1977
Grace F. Allison (daughter)
East Burd Street
Shippensburg, PA 17257
(c) Series H Savings Bonds
(1) #M15735905H Jan. 1974
(2) #M15735904H Jan. 1974
(~ First National Bank
Certificate of Deposit #5624
August 2, 1974
/'
v~) Orrstown Bank
Certificate of Deposit #304
April 27, 1967
(f) Series E Savings Bond
#C2025116028E Apr. 1977
~~) Captia1 Stock, Orrstown Bank
/' 12 Shares
/
Certificate #3 Aug. 6, 1962
Certificate #437 Jan. 6, 1966
Certificate #731 January 13, 1970
(h) Savings Account-State Capital 25,000.00
Savings & Loan #032-0031329 250.00 50%
(i) Checking Account-Peoples Nation.,~".
Bank Q 71:I. .5 Z) 50%
Grace F. Allison (daughter) :.:l--~1'~,~i{
IS East Burd Street . l
Shippensburg, PA 17257
5000.00
\ \ 3. .) 0
1000.00
J-3 ,1\
30 OJ.) .00,,,
~!" j at
5000.00
'iq, ~ I.{
1000.00
1000.00
1000.00
i'\ +.. i i..r:'
1000.00
~ ,?~)
2C L:l?-
roo.oo'
'.....:-....~._...
102.00
4 .
(a)
Peoples National Bank
Cer~ificate of Deposit
~~016 August 1, 1976
#3283 August 1, 1973
it '; 1. g 1 ..d.1o,~..A ~i~.IIill
Orrstc\Iln Bank
Certificate of Deposit
#1782 April 1, 1974
#2159 October 1, 1975
First National Bank
Certificate of Deposit
#6836 June 11, 1976
Peggy F. Boinis (daughter)
Washington, D.C.
;:!l/, ;;(.'::-.
1000.00
5000.00
r5e~9
(b)
: ~ ..',' "
5 0 0 . 0 0 .'
3000.00'
(c)
~. ~:
1000.00
5 .
Peoples National Bank
Certificate of Deposit
#3284 August 1, 1973
Susan Boinis (Grandchildren)
John Boinis
George Boinis
Washington, D.C.
1500.00
'~:).l~
50%
50%
50%
50%
50%
50%
50%
50%
t.}(Cl
50%
50%
50%
50%
~g%,
50%
50%
50%
{;j
~~LS~ ';,.~~\
6. Peoples National Bank
Certificate of Deposit
#364 September 1, 1966 1000.00 50%
Series H. Bond \~\ \",:....
D86653090E September 1964 500.00 50%
Dl1533185H April 1977 500.00 50%
Ned R. Foge1songer (Grandson)
R.D.#2, Shippensburg, PA 17257
-2-
,..-'
2500.00 /'
5&., ire
5 0 0 . 0 0 ,~
I\. q I
1500. OQ -'
43.1'1
/'
2500.001/
~"i, 9j
500.00.......
500.00........-
500.00':"
II.O'l '
500.00'/
\,'1.;L/
yo, .;; I""
S9r 00)
612. OO~--'
12,500.00
125.00
cG.~i:,is
\ I ~~1. lp '~
Ii). ;.
500 . 00"
2500.00;:
~_. ~'Y5-6 . (:to
S/.;,.l.PO
250.00--
1500.00 ,-'-
J. J.'5-
, ...
i
500.00 ;,..
I ?-, f,j"
" )~ ,.;.;,)."
.3 1 :;. CO
750 .00,)
~,SD
500.00""
tc. g \ ~
2 5 0 . 0 (Y"'"
2 5 0 . 0 0 ,/
Schedule "E" (continued)
7. Series H. Bond
Dl1535254H May 1977 500.00 50%
Thomas E. Fogelsonger (Grandson
./,/
250.00...../
8.
Peoples National Bank
Certificate of Deposit #5919
May 19, 1978
Berkley George Fogelsonger
1000.00
30, (v'3
(Grandson)
50%
500.00;':
IS.3~
9.
Series H. Bond
Dl1533l86H April 1977
Patricia A. Rhoden
500.00
50%
,.....-"
250.0cY'
10. Series H. Bond //
Dl1335255H May 1977 500.00 50% 250.00,'
Ri ch ard E . Fogelsonger (grandson)
R.D.#4
Shippensburg, PA 17257
II. Series H. Bond
Dl1533l84H April 1977 500.00 50% 250.00
Ray E. Fogelsonger
405 Clifton Road
Shippensburg, PA 17257
12. Peoples National Bank
Certificate of Deposit # 49 76 1000.00 50% 500.00 ".-
"'"
July 1 , 1976 ","' , ? I d, . 't d-..
C~h~) . Lt', ......J
J . Susan Brownell
-3-
"
~~
".. .'0
:)</.,~/"\
~~~~
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
UlHIEALJ OF COUNTY COLLECTIONS
HAfI~I~UUkG
17 L/7
HCC ., I (. " I)
NOTE: TO I,l.:: Slll\i'JITIED IN !'I{Jl'LlCATE
HEl'OOTlNC FlNANCJ AL J NSTJ. run ON
ADD1{j~SS
[,'.irst Nn.tlon'-ll i~nnk
1 dest rtnrr .;t.
Shi npensburn; 9 }Ja.
ZIP CODE 17257
cij-1f- 06.6-7
l't-'llIlS y I vallI i1 Dc pa n lilt.: n l of Revt.: nut.:
Uun~au of CUlIllt y Cui J Cl:l ions
Ga u I e tiu i I ding, J I'd, F I uu r
411 S. St.:cund Stn~L't
Harrisburg,l'ennsylvania 17127
Pursuant to SCl:l ion 742, Pennsyl vania Inheroi lalKC and ESlate Tax Act
of 1961, We herewith submi t the following repon:
ACCOUNT NO. OF JOINT, TRUST OR
INVESTMENT DEPOSIT CertjJ'ieate of i)(n)o[~-jt;L:;C;).~
NAMES ON ACCOUNT OR
INVESTMENT G. B. l<'o?el::onrer or Cr,cv;p:.'n J;1,HJl1(;r ,.,'llL-3on
DATE OF DEATH
hI" o)TPrnhpy. ;:> o'j J 1 q7n
DECEASED JOINT DEPOSITOR, TRUSTEE
OR INVESTOR G. H. P09'e18Cln'~er
ADDRESS
104 N. )';a1'1 St.
Shinnensbur~9 Pa.
COUNTY
ZIP CODE
I;nr:,benl':ll!
17?C;7
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR
Grace [<'o":r:;lsiJn:"("r k11i~';()J1
ADDRESS
15 i~. Burd ..'3treet, ShjYmensbl1r'", ['\'1.
1,?')r:'7
RELATIONSHIP TO DECEDENT
oaupohter
DATE DEPOOIT OR INVESTMENT
WAS ESTABLISHED f~ll.c~l.lf; t 2,1 (174
BALANCE, INCLUDING INTEREST
DUE, AT DATE OF DEATH $ 1 000. O()
-'/.If) accruerl J'nt. tn
o~ 1 022 . 1 6
~Y1 '
-/L/' (1 4i"~ J \....~
Signature ~
(i (t :'ol," n ," .1 eaT !'
\~ '.-. 000 o. .
_: >i~ / ;JI)~: ~iti:~LE
. , I
.... \.-.'
.
, .
..
~~~
,-
~t, -..
~~i.-~~ ,'.\
COMMONWEAL Hi OF PENNSYL VANIA
DEPARTMENT OF REVENUE
ULJI-<EAU OF (OUNTY COLLECTIONS
HANI-<I~lWRG
III ;a
j{CC ,,\ l, ,'1)
NOI'E: 10 liE SIJEHIll'ED IN l'I<J1'l.JCA'JE
REP(){IJNC FtNANeJAL INSn rUT10N
ADDt{ESS
J.'j rst TTat lonaI i3Clllt~
1 J\,;st lin'" ~3t.
Shi nTWllSb11I'(j'. Pa.
ZIP CODE 17?57
~/- 7f? - O~.!;-,
Pl'nn:;y I vani a D~pa rlmenl of Revenue
8ureau of County Collections
Gable 8ui Iding, Jrd, Floor
/>' J
I.t 11 S ;--Secnncl8t Feet I 2: 't "" lj;,~-",/.i.<.~ "C III .1-4" _
Harri:;bulg, Penn~ylvania 171~7
Pur~uant to Sect ion 742, Pennsylvania Inheri lance and E~tate Tax Act
of lY61, we herewith subllli t the following report:
ACCOUNT NO. OF JOINT, TRUST OR
INVESTMENT DEPOSIT Gcrt i f'j r:n te of'
)f: nOELt t
.'11_- ( : '.,' ,-
.'1' )('))1)
NAMES ON ACCOUNT OR
INVESTMENT G. lL1YTnC)'tH"'a'"eJ f;ann-cr' or FC>"-,nr Po-; noi ::,
DATE OF DEATH
rTovpmber' ?3, 1 con
DECEASED JOINT DEPOSITOR, TRUSTEE
OR INVESTOR (~. ;?:lvrrJond Fo'~eJ f;on'rer
ADDRESS 1 (14 N. :~arl Street
S11i PDensburn-, P::.
COUNTY C v r, I h P. r 'j ;) Wi
ZIP CODE 17?h,7
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR
~'?(~ cr C',r fJoi 11 t n
ADDRESS
Un >'nm-In
RELATIONSHIP TO DECEDENT dau"hter
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED June 11, 1 c)76
BALANCE. INCLUDING INTEREST
DUE. AT DATE OF DEATH $ 1ll()() _ ()()
,),- C>~ I
_~~ accruec,
1026J;3/?n ('
Signature
Int. to
date
,\
or
"lcath
TLE
.. : l' . .
RCC-39 (~68)
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
"
SUMMARY
Estate of Foqelsonqer, G. Raymond
(Last Name) (First Name) (Initial)
DATE OF DEATH 11/23/78
FILE NO.<< /" 'lS..(){/'5 7
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E".
Dated:
a October 1979
xi/L lidl ("l 0(l1l ( ."
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for Cumber land County, Pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
annuities. . . . . . . . . . . . . . . . . . . $
ESTATE TAX ASSESSMENTS $
.;..
FOR USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $
Tax on $
Tax on $
Exemptions
Total Estate
TOTAL TAX
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from
to
AMOUNT OF ESTATE TAX ASSESSED $
Estate tax paid $
BALANCE DUE
Add interest at rate of 6% from
to
REGISTER OF WILLS
VALUE AS REAPPRAISED
$
t=
t=
t=
COMPUTATION OF TAX
2%
6%
5%
10%
15%
*
$
$
$
$
$
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
$
$
$
l=
$
$
c
$
C
I-
E
$
$
TOTAL TAX BALANCE $
PAID $
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
. .
REV-5IB (3-79)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P. o. BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLEASE
REFER TO
I nvestigation Division
NOTICE OF FILING OF APPRAISEMENT
GraceF. AllisonG. Leonard Fogelsonger
15E. Burd St., Apt. #3 66 East King St.
Shippcnoburg 11 A. 17257.. ~hippp.n1':hllrg, PA
, E"xecutor or Administrator)
17257
In Re: Estate of
~. R~ymond FOfp.1son~er
("l1m'hO'n'~nrl
County - File No. ? 1-7 8-06 5 7
Dear
You are hereby notified that the Original
appraisement in the estate of G. Ravmond Fogelsonger
has been filed in the office of the Register of Wills of Cum:ge 1
County on 3 OC1:ohpl'" , 19---2..9 Said appraisement relie~e following valuations:
None
7,84QaSO
Nona
SO,S04.43
SSA,353aQ3
As to such tax that is paid within three months from date of death, a five (5%) percent
discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months
when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months
when death occurred prior to December 22,1965) from date of death, interest at the rate of six
(6%) percent per annum is charged.
Real Estate
Personal Property
Transfers
Jointly Owned
Total
Any party in interest who is aggrieved by this notice may object thereto within sixty
days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax
Act of 1961, 72 P. S. 2485-1001, P. L. 373.
Date
3 October 1979
r I
Signed .\,,10 n ell fA.. ,..JJ Ini (
Title Appraiser
NOTE: This is not a bill.
REV-4!d (8-78j
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVJ\:'JiA
RESIDENT INHERITANCE TAX
APPRAISEMENT
c,.... , " 10 -1- '7 9
COUNTY Cumber-land
FILum. _.21-78..0657
Whereas, G. Ravmond Fogelsonger late of Shippensburg
in the County of Cumberland Commonwealth of Pennsylvania, having died on
the 23rd day of November 19 ~, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Sandra Stone ,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash
value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration
of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral
rate on any such future interest.
DESCRIPTION OF ASSET UNIT Appraisement
VALUES Made for Inheritance
Tax Purposes
$
.,... " T"_~ ~ 'U~...~
- l::l 1 Pronertv 7.849 50
t"
Transfers ..
,,~ ....
Jointly Owned ,n t;nl.1 ,~
'T'ot"i'll n ""." ^
,
-
,
\
I
T
Have been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity
with the law on this - ~ p g day of 0 Q t eJ:.r .' , ~. 19 ...2.9....
n ,'i) {I U,rTi,(
.---
Appraiser
Hbg.
(Number and Street)
(Post Office)
. Penna.
r
I
>, ~ "0 0'1:
..... t--:
s::: z (I)
::s w ~ 0\0 0\
0 ~ (I) (0 .....
CJ w 0
~; (I)
CI) Q
~ <( (I): W
0: bli >i 0 c-.r. -= ::>
, C- s::: +'= 04 +J: Z
j~j C- O; ~ 00: tl: w
<( CI): ~ t--: 0: >
,~. X 04: 0: -....; W
~ <( ...... (I): c.>. (\'): ~ (\'): a:: .....'
\ ~ 0 bO N .....
...... g U- s::: s:::
'\\ W (I) 0; 0 '0; -....; (I)' '"Ci (I) (I)
.0 u ..... ,.,..t 0 ~
'\.7"\ <ll ~: (I) s::: 0 ~ S
~ z ..... ..... I'll: r-i; ..... S ~. I- (I)
~ <( ~ '0: <ll r+. (I) 0 CIl CIl "0'
...:J 0 Z a. ..... .....
r-i ~ s::: ,~ ..!x: (I)' <ll <ll e-
o W a a
I ~ 0: 0: (I): 0 ,CIl ::s ~ n,
""', <l% W s: A: Q ... "0 q; n, ~ <ll
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..G >i s: ..s:::' ..... "0
'~, ..... CIl <ll a:: 0
g Z I'll: ::I; ..... s::: N; 'e, ..... <x: s::: ..... S "0
::t ~: CJ: <ll (I) 0: ...... <ll ::s
~ (I) s (I) 0.. 0 0 s:::
~ 2 0 N: 0:: 0 w '"Ci "0 ..0 <t:: <ll
(I) ..... (I)
w 0: ...... CIl s::: s::: 0 ~ .S <ll ".., "0
C t!l; ..... (I)
0 <ll ..... ::s ..... S (I) <ll 1i>
Cii .... ~ "0 0 (I) ..... (I)
(I) n,
..... n, (I) ~ 0 <ll 0 .....
w q ~ ....... (I) ~ ~ ~ ~
0: ~ tr:; n:::
Inventory of the real and personal estate of
G. Raymond FoqeLsonqer
deceased.
PersonaL Property:
Furniture, etc.
1976 LincoLn ContinentaL AutomobiLe
JointLy Owned Property:
Common Stock, First NationaL Ban~ of ShippensbL'rg, 33 shares #3378
11 shares #2538
22 shares #2539
19 shares #2540
19 shares #3576
33 shares #3577
PeopLes NationaL Bank, Certificate of Deposit, #3282
State CapitaL Savings & Loan, Certificate of Deposit #1522
PeopLes NationaL Bank, Certificates of Deposit #s 110 &177
Orrsotwn Bank, Certificate of Deposit #158
State CapitaL Savings & Loan, Certificate of Deposit #1527
#1521
PeopLes NationaL Bank, Certificate of Deposit #3281
#3913
#4950
#3280
#1782
#279
#5350
$ 1,849.50
6,000.00
Checking Account, PeopLes NationaL Bank
Peoples National Bank, Certificate of Deposit, #5016
#3283
#3284
#032-0031329
36~.00
121.00
242.00
209.00
209.00
363.00
2,500.00
2,500.00
1 ,000.00
1 , 000 . 00
2,500.00
2,500.00
2,500100
250.00
1,500 00
2,500100
500100
1 ,500 00
2,500 00
500 00
500 00
500 00
500 00
50 00
612 00
12,500 00
125 00
1,355 78
500 00
2,500 00
750 00
250 00
1,500 00
500 00
750 00
500 00
250 00
250 00
250 00
500 00
250 00
250 00
250 00
500 00
Series H Savings Bonds, #M15735905H
#M15735904H
First National Bank, Certificate of Deposit, #5624
Orrstmwn Bank, Certificate of Deposit, #304
Series E Savings Bond, #C2025116028E
Capital Stock, Orrstown Bank, 12 shares
Savings Account, State Capital Savings & Loan
Orrstown Bank, Certificate of Deposit, #1782
#2159
First National Bank, Certificate of Deposit, #6836
PeopLes National Bank, Certificate of Deposit, #3284
#364
Series H Bond, #D86653090E
#D11533185H
Series H Bond, #Dl1535254H
Peoples National Bank, Certificate of Deposit #5919
Series H Bond, #Dl1533186H
Series H Bond, #Dl1335255H
Series H Bond, #D11533184H
Peoples National Bank, Certificate of Deposit, #4976
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l
J
55:
G. Leonard f()t)eJ songer ann Grace F. Alllc;nn
bei~g duly sworn according to law, deposes and says that they [xecutor~
of the Estate of G. RaymoOO Fogelsonger
late of ~ppensbu.f'g.----~-uu- _______~____ , Cumberland County, Pa., deceased and that the
within is an inventory made by G. Leonard FogelSOOQer & Grace F. Alll sory the said Ex9Ctltors
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 Inve ry represent it's fair value
as of the date of decedent's death. ~ _ ~
Sworn and subscribed before me, , ,f "
/
)
I t:
19 79
\ ~ ,-),,;>\."~ ,,~-\)
~
\"\
\. ,,- "'\
66 East King Street.
'''-\
SUSAN R. MYERS, Notary Publfc
Lemoyne, Cumberland Co., Pa.
My Commission Expires O<:t. 27, 1980
Shippensburg, fA 17257
Address
Date of Death
23
Day
November
Month
1978
Year
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 discovery of additional assets.
3. . Additional sheets may be attached as to personalty or realty
4. . See Article IV, Fiduciaries Act of 1949.
--0 \l
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