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Home My WebLink About04-03-06 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128.0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT VOGELSONG JACK 209 LEWIS ROAD ANNVILLE, PA 17003 _~____n fold ESTATE INFORMATION: SSN: 181-03-5353 FILE NUMBER: 2106-0205 DECEDENT NAME: VOGELSONG BRUCE E DATE OF PAYMENT: 04/03/2006 POSTMARK DATE: 04/03/2006 COUNTY: CUMBERLAND DATE OF DEATH: 07/05/2005 NO. CD 006511 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $159.00 I I I I I I I I TOTAL AMOUNT PAID: $159.00 REMARKS: J VOGELSONG CHECK# 2201 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS JAN L. BROWN, ESQUIRE' JACQUELINE A. KELLY, ESQUIRE 'ADMITTED IN PA AND DISTRICT OF COLUMBIA JAN L. BROWN & ASSOCIATES ATTORNEYS AND COUNSELORS AT LAW OLOE ENGLISH GAP 845 SIR THOMAS COURT SUITE 12 HARRISBURG, PA 17109 EMAIL jlbassoc@verizon.net TELEPHONE (717) 541-5550 FACSIMILE (717) 541-9223 BRENDA F. KEPHART. LEGAL ASSISTANT PAULA K. WHITE, LEGAL ASSISTANT JUDITH A. EBERSOLE, ADMINISTRATIVE ASSISTANT March 31, 2006 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 Re: Estate of Bruce E. Vogelsong Estate No. 21-06-0205 Executor: Jack Vogelsong To Whom It May Concern: Enclosed for filing are an original and two copies of the Inheritance Tax Return for the Estate of Bruce E. Vogelsong. A check in the amount of$159.00 made payable to the Register of Wills, Agent, for payment of Pennsylvania Inheritance Tax due, and a check in the amount of $15.00 made payable to the Register of Wills for the filing fee have also been enclosed. Please return a time-stamped copy of each document in the envelope provided. Also, Please forward the receipt of payment to my office. Sincerely, ; ,,' /\ (.1U:..QlLLct Li'-l l ( . k! JacquMine A. Kelly Enclosures --.J 15056041125 REV -1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes ' PO BOX 280601 INHERITANCE TAX RETURN Harrisbu ,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year File Number f~ Date of Birth 181035353 o 7 052 005 11271913 Decedent's Last Name Suffix Decedent's First Name v 0 GEL SON G BRUCE MI E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW [Xl 1. Original Return D 4. Lirnited Estate [Xl D 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death D 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ' 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received D D D D 8. Total Number of Safe Deposit Boxes 2. Supplemental Return D D 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required J A C QUE L I N E A K ELL YES Q Firm Name (If Applicable) 7 1 7 5 4 1 5.5 5 0 REGISTER OF WILLS USE, ONLY J A N L B ROW N ASS 0 C I ATE S First line of address 845 SIR THO MAS C 0 U R T Second line of address SUITE12 City or Post Office State ZIP Code DATE FILED H A R R I S BUR G P A 17109 Correspondent's e-mail address:JACKIEJLB@VERIZON.NET Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief. it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. IGNATUR,E OF PER\ON RESPONSIBLE FOR FILING RETURN . D~TE . , '-\<... ' c:x G'n . J /30 0 A DR SS 2 LEWIS ROA ANNVILLE PA 17003 SUITE 12 HARRISBURG PLEASE USE ORIGINAL FORM ONLY PA 17109 Side 1 L 15056041125 15056041125 --.J --.J 15056042126 REV-1500 EX Decedent's Social Security Number Decedent's Name: BRUCE E. VOGELSONG RECAPITULATION 181035353 1. Real estate (Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) .................................. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................ 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5. 6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested. . . . . .. 7. 7 4 8 3 5 6 8. Total Gross Assets (total Lines 1-7) 8. 7 4 8 3 5 6 .......................... . 9. Funeral Expenses & Administrative Costs (Schedule H) 9. 2 3 1 5 5 0 ............... . 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . 10. 1 6 3 4 6 9 11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 3 9 5 0 1 9 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . 12. 3 5 3 3 3 7 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . 14. 3 5 3 3 3 7 TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X.O _ 0 0 0 15. 0 0 0 16. Amount of Line 14 taxable 3 5 3 3 3 7 1 5 9 0 0 at lineal rate X .04L 16. 17. Amount of Line 14 taxable 0 0 0 0 0 0 at sibling rate X .12 17. 18. Amount of Line 14 taxable 0 0 0 0 0 0 at collateral rate X .15 18. 19. Tax Due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 1 5 9 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT o Side 2 L 15056042126 15056042126 --.J REV-150U EX Page 3 Decedent's Complete Address: DECEDENT'S NAME BRUCE E. VOGELSONG STREET ADDRESS 442 WALNUT BOTTOM ROAD File Number CITY CARLISLE STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2 Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 159.00 Total Credits (A + B + C) (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty ( 0 + E) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (3) (4) (5) (5A) (5B) 0.00 0.00 159.00 4. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. 159.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ...................................................................... 0 !Xl b. retain the right to designate who shall use the property transferred or its income; ............................... 0 !Xl c. retain a reversionary interest; or ................................................................................................ 0 !Xl d. receive the promise for life of either payments, benefits or care? ....................................................... 0 !Xl 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... 0 !Xl 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... 0 !Xl 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................. 0 !Xl IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse IS three (3) percent [72 P.S. ~9116 (a) (1.1) (i)). 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 zero (0) percent [72 PS. ~9116 (a) (1.1) (ii)). The statute does not exemot 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 zero (0) percent [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 PS ~9116(1.2) [72 P.S. ~9116(a)(1)). The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-15G8 EX + (6-98) '*' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF BRUCE E. VOGELSONG FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 6,044.11 CITIZENS BANK CHECKING ACCOUNT #610072-791-2 2. CITIZENS BANK SAVINGS ACCOUNT #6140-272688 527.45 3. CARLISLE REGIONAL MEDICAL CENTER--INSURANCE REFUND 912.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 7,483.56 REV-1511 EX + (12-99) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BRUCE E. VOGELSONG SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MALPEZZI FUNERAL HOME 459.50 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 AttorneyFees JAN L. BROWN & ASSOCIATES 1,500.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4 Probate Fees REGISTER OF WILLS, CUMBERLAND COUNTY 108.00 5. Accountanfs Fees 6. Tax Return Prepare~s Fees 7. 8. CITIZENS BANK--MAINTENANCE FEE FOR ACCOUNTS 198.00 9. REGISTER OF WILLS--INVENTORY AND INHERITANCE TAX FILING FEE 30.00 10. REGISTER OF WILLS--FSA FILING FEE 20.00 TOTAL (Also enter on line 9, Recapitulation) $ 2,315.50 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12-03) '*' SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BRUCE E. VOGELSONG FILE NUMBER Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. UNITED CHURCH OF CHRIST HOMES, THORNWALD HOME--OUTSTANDING MEDICAL BILL VALUE AT DATE OF DEATH 1,011.76 2. PAUL J. CREEDEN, D.P.M.--OUTSTANDING MEDICAL BILL 20.00 3. SMITH RADIOLOGY, INC.--OUTSTANDING MEDICAL BILL 9.21 4. GRAHAM MEDICAL CLINIC, PC--OUTSTANDING MEDICAL BILL 32.01 5. PHARMERICA HARRISBURG--OUTSTANDING MEDICAL BILL 492.93 6. THREE SPRINGS FAMILY PRACTICE--OUTSTANDING MEDICAL BILL 68.78 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,634.69 "" """. "* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF BRUCE E VOGELSONG SCHEDULE J BENEFICIARIES FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. JACK VOGELSONG Lineal 1 ,177.79 209 LEWIS ROAD ANNVILLE, PA 17003 2. CAROLE BOUSUM Lineal 1 ,177.79 SERVERNA PARK, MD 3. DAVID VOGELSONG Lineal 1 ,177.79 1321 SPRING ROAD CARLISLE, PA 17013 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) fua51IJill ann ffipslaffiput OF BRUCE E. VOGELSONG I, BRUCE E. VOGELSONG of Carlisle, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all previous Wills and Codocils heretofore made by me. FIRST: I order my Executrix or Executor hereinafter named to pay all my debts and funeral expenses as soon after my death as reasonably possible. SECOND: I hereby devise and bequeath unto my beloved son, Jack Vogelsong of Lebanon, Pennsylvania, an old Bible. THIRD: I give, devise and bequeath the rest, residue and remainder of my estate, whatsoever kind and wheresoever situate, both real and personal, to my beloved wife, Jean B. Vogelsong. FOURTH: Should my beloved wife, Jean B. Vogelsong, predecease me or fail to survive me by thirty (30) days, then I give, devise and bequeath the rest, remainder and residue of my estate, whatsoever kind and wheresoever situate, both real and personal, in equal shares, unto my beloved children, Carole Bousum of Serverna Park, Maryland, Jack Vogelsong of Lebanon, Pennsylvania and David Vogelsong of Carlisle, Pennsylvania. FIFTH: I nominate, constitute and appoint my beloved wife, Jean B. Vogelsong, as Executrix of this, my Last Will and Testament, with full power and authority to do any and all things necessary for the complete administration of my estate. Should my beloved wife, Jean B. Vogelsong, fail to qualify as Executrix, then I direct that my beloved son, Jack Vogelsong of Lebanon, Pennsylvania be Executor of this, my Last Will and Testament. Should any of the ~.~ ~~Jl/~.IA;y.d~ r 4 7/~d persons herein nominated as Executrix, qualify and at the time be a non-resident of the Commonwealth of Pennsylvania, I direct that she not be required to file any bodn to the extent permitted by law. SIXTH: I hereby declare it to be my express desire that my Executrix of this, my Last Will and Testament, employ the law firm of Mancke & Lightman of Harrisburg, Pennsylvania, for legal advice and assistance in the probating and carrying out of the provisions of my Last Will and Testament, they having an intimate knowledge of my affairs, views and wishes, respecting many matters that may arise in the probate of this instrument, the administration of my estate and the execution of the powers therein mentioned. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this .21 day of 0;~~ 1981. (SE This instrument consisting of two (2) typewritten pages, each bearing the signature of the above named, Bruce E. Vogelsong, was by him on the date hereof signed, published and declared by him to be her Last Will and Testament, in our presence, who at his request and in his presence and in the presence of each other, we believing him to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. ~JfJ residing at f'or-~~ ~~,,&, rt5. 7J~c1 residing a4~ ~. %